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Independence Bank of Kentucky

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13F filer, CIK 1730479, OWENSBORO, KY

Independence Bank of Kentucky reported $887,565,377 across 589 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-13. Its ten largest share positions make up 37.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001730479-26-000003

Period
2026-06-30
Reported value
$888M
Holdings
589
Top 10 weight
37.17%
New
6
Sold out
40

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARESnew+29,042$3.23M
IWFadded+24,778$3.08M
AVDEadded+27,292$2.43M
AVEMadded+22,913$2.21M
NFLXadded+28,482$2.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-3,624-$2.71M
HONexited-9,284-$2.1M
AMDreduced-3,012-$1.75M
MUreduced-1,426-$1.65M
ASMLreduced-647-$1.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001730479-26-000003, largest first. % of portfolio is the value over $887,565,377, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,444 shares; 2024Q4: 125,360 shares; 2025Q1: 131,205 shares; 2025Q2: 127,697 shares; 2025Q3: 126,388 shares; 2025Q4: 128,129 shares; 2026Q1: 130,525 shares; 2026Q2: 126,901 shares 126,901$94.8M10.68%-3,624Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,257 shares; 2024Q4: 120,698 shares; 2025Q1: 117,455 shares; 2025Q2: 119,431 shares; 2025Q3: 121,294 shares; 2025Q4: 119,480 shares; 2026Q1: 116,073 shares; 2026Q2: 113,982 shares 113,982$33M3.72%-2,091Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,752 shares; 2024Q4: 67,569 shares; 2025Q1: 71,431 shares; 2025Q2: 71,947 shares; 2025Q3: 74,441 shares; 2025Q4: 77,513 shares; 2026Q1: 80,904 shares; 2026Q2: 83,304 shares 83,304$31.1M3.5%+2,400Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,342 shares; 2024Q4: 90,862 shares; 2025Q1: 92,782 shares; 2025Q2: 92,242 shares; 2025Q3: 90,990 shares; 2025Q4: 91,193 shares; 2026Q1: 93,122 shares; 2026Q2: 92,790 shares 92,790$30.4M3.42%-332Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,583 shares; 2024Q4: 84,534 shares; 2025Q1: 89,725 shares; 2025Q2: 91,576 shares; 2025Q3: 89,164 shares; 2025Q4: 86,621 shares; 2026Q1: 84,457 shares; 2026Q2: 84,951 shares 84,951$30.4M3.42%+494Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,131 shares; 2024Q4: 95,682 shares; 2025Q1: 128,306 shares; 2025Q2: 131,138 shares; 2025Q3: 127,844 shares; 2025Q4: 128,613 shares; 2026Q1: 134,131 shares; 2026Q2: 141,669 shares 141,669$28.3M3.19%+7,538Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387 shares; 2024Q4: 62,892 shares; 2025Q1: 62,892 shares; 2025Q2: 62,892 shares; 2025Q3: 62,744 shares; 2025Q4: 62,744 shares; 2026Q1: 62,713 shares; 2026Q2: 62,906 shares 62,906$23.3M2.62%+193Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,533 shares; 2024Q4: 76,174 shares; 2025Q1: 81,265 shares; 2025Q2: 85,531 shares; 2025Q3: 87,730 shares; 2025Q4: 89,001 shares; 2026Q1: 92,980 shares; 2026Q2: 96,122 shares 96,122$22.9M2.58%+3,142Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,076 shares; 2025Q3: 77,852 shares; 2025Q4: 120,597 shares; 2026Q1: 181,691 shares; 2026Q2: 208,983 shares 208,983$18.6M2.1%+27,292Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,911 shares; 2024Q4: 7,680 shares; 2025Q1: 8,317 shares; 2025Q2: 10,328 shares; 2025Q3: 14,521 shares; 2025Q4: 13,833 shares; 2026Q1: 14,293 shares; 2026Q2: 14,360 shares 14,360$17.2M1.94%+67Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,120 shares; 2024Q4: 27,165 shares; 2025Q1: 52,773 shares; 2025Q2: 59,114 shares; 2025Q3: 58,884 shares; 2025Q4: 56,593 shares; 2026Q1: 47,697 shares; 2026Q2: 45,817 shares 45,817$15.3M1.73%-1,880Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,270 shares; 2024Q4: 95,898 shares; 2025Q1: 88,898 shares; 2025Q2: 126,189 shares; 2025Q3: 122,954 shares; 2025Q4: 122,426 shares; 2026Q1: 128,670 shares; 2026Q2: 127,608 shares 127,608$13.3M1.49%-1,062Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,086 shares; 2024Q4: 14,282 shares; 2025Q1: 14,406 shares; 2025Q2: 14,750 shares; 2025Q3: 15,350 shares; 2025Q4: 16,834 shares; 2026Q1: 18,872 shares; 2026Q2: 19,262 shares 19,262$13.2M1.49%+390Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,686 shares; 2024Q4: 27,533 shares; 2025Q1: 29,065 shares; 2025Q2: 22,834 shares; 2025Q3: 22,954 shares; 2025Q4: 21,773 shares; 2026Q1: 23,495 shares; 2026Q2: 20,483 shares 20,483$11.9M1.34%-3,012Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,168 shares; 2024Q4: 32,149 shares; 2025Q1: 31,447 shares; 2025Q2: 31,608 shares; 2025Q3: 31,947 shares; 2025Q4: 31,931 shares; 2026Q1: 31,240 shares; 2026Q2: 31,033 shares 31,033$10.6M1.2%-207Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,735 shares; 2024Q4: 17,893 shares; 2025Q1: 17,627 shares; 2025Q2: 17,765 shares; 2025Q3: 17,747 shares; 2025Q4: 18,678 shares; 2026Q1: 18,043 shares; 2026Q2: 18,198 shares 18,198$10.3M1.15%+155Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,082 shares; 2024Q4: 45,467 shares; 2025Q1: 44,404 shares; 2025Q2: 42,875 shares; 2025Q3: 42,671 shares; 2025Q4: 42,373 shares; 2026Q1: 39,773 shares; 2026Q2: 39,479 shares 39,479$10M1.13%-294Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,287 shares; 2024Q4: 92,174 shares; 2025Q1: 88,239 shares; 2025Q2: 86,298 shares; 2025Q3: 84,739 shares; 2025Q4: 87,677 shares; 2026Q1: 89,296 shares; 2026Q2: 85,740 shares 85,740$9.46M1.07%-3,556Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,430 shares; 2024Q4: 25,823 shares; 2025Q1: 25,052 shares; 2025Q2: 26,110 shares; 2025Q3: 26,476 shares; 2025Q4: 27,275 shares; 2026Q1: 29,847 shares; 2026Q2: 33,967 shares 33,967$8.55M0.96%+4,120Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,422 shares; 2024Q4: 29,313 shares; 2025Q1: 29,006 shares; 2025Q2: 27,861 shares; 2025Q3: 27,237 shares; 2025Q4: 27,680 shares; 2026Q1: 27,258 shares; 2026Q2: 27,712 shares 27,712$8.33M0.94%+454Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,690 shares; 2024Q4: 15,050 shares; 2025Q1: 18,775 shares; 2025Q2: 19,211 shares; 2025Q3: 18,921 shares; 2025Q4: 19,640 shares; 2026Q1: 20,674 shares; 2026Q2: 21,226 shares 21,226$8.02M0.9%+552Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,899 shares; 2024Q4: 5,831 shares; 2025Q1: 5,726 shares; 2025Q2: 5,788 shares; 2025Q3: 5,860 shares; 2025Q4: 5,119 shares; 2026Q1: 4,629 shares; 2026Q2: 3,982 shares 3,982$7.92M0.89%-647Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,745 shares; 2025Q4: 38,102 shares; 2026Q1: 58,313 shares; 2026Q2: 81,226 shares 81,226$7.84M0.88%+22,913Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,451 shares; 2024Q4: 11,798 shares; 2025Q1: 12,093 shares; 2025Q2: 11,538 shares; 2025Q3: 12,571 shares; 2025Q4: 10,957 shares; 2026Q1: 8,162 shares; 2026Q2: 6,736 shares 6,736$7.78M0.88%-1,426Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,389 shares; 2024Q4: 50,424 shares; 2025Q1: 49,306 shares; 2025Q2: 49,169 shares; 2025Q3: 56,573 shares; 2025Q4: 56,648 shares; 2026Q1: 53,594 shares; 2026Q2: 52,509 shares 52,509$7.7M0.87%-1,085Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,306 shares; 2024Q4: 42,371 shares; 2025Q1: 40,591 shares; 2025Q2: 40,545 shares; 2025Q3: 44,610 shares; 2025Q4: 43,936 shares; 2026Q1: 40,925 shares; 2026Q2: 40,508 shares 40,508$6.71M0.76%-417Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 17,486 shares; 2025Q1: 17,486 shares; 2025Q2: 17,493 shares; 2025Q3: 17,787 shares; 2025Q4: 17,697 shares; 2026Q1: 17,699 shares; 2026Q2: 17,669 shares 17,669$6.46M0.73%-30Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,932 shares; 2024Q4: 40,124 shares; 2025Q1: 40,810 shares; 2025Q2: 41,343 shares; 2025Q3: 41,277 shares; 2025Q4: 41,277 shares; 2026Q1: 41,227 shares; 2026Q2: 40,656 shares 40,656$6.42M0.72%-571Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339 shares; 2024Q4: 1,358 shares; 2025Q1: 1,474 shares; 2025Q2: 1,499 shares; 2025Q3: 1,840 shares; 2025Q4: 32,226 shares; 2026Q1: 59,599 shares; 2026Q2: 88,081 shares 88,081$6.29M0.71%+28,482Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289 shares; 2024Q4: 5,937 shares; 2025Q1: 6,963 shares; 2025Q2: 7,462 shares; 2025Q3: 7,501 shares; 2025Q4: 8,191 shares; 2026Q1: 8,605 shares; 2026Q2: 8,439 shares 8,439$6.21M0.7%-166Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,608 shares; 2024Q4: 18,064 shares; 2025Q1: 17,893 shares; 2025Q2: 18,265 shares; 2025Q3: 18,547 shares; 2025Q4: 18,579 shares; 2026Q1: 17,985 shares; 2026Q2: 17,550 shares 17,550$6.19M0.7%-435Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,111 shares; 2024Q4: 68,592 shares; 2025Q1: 67,628 shares; 2025Q2: 67,358 shares; 2025Q3: 67,194 shares; 2025Q4: 64,843 shares; 2026Q1: 63,517 shares; 2026Q2: 63,882 shares 63,882$6.16M0.69%+365Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,300 shares; 2024Q4: 51,859 shares; 2025Q1: 52,056 shares; 2025Q2: 52,776 shares; 2025Q3: 55,236 shares; 2025Q4: 54,717 shares; 2026Q1: 52,932 shares; 2026Q2: 52,400 shares 52,400$5.93M0.67%-532Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,496 shares; 2024Q4: 13,531 shares; 2025Q1: 14,907 shares; 2025Q2: 15,092 shares; 2025Q3: 16,291 shares; 2025Q4: 16,374 shares; 2026Q1: 15,910 shares; 2026Q2: 15,695 shares 15,695$5.55M0.62%-215Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,896 shares; 2024Q4: 36,841 shares; 2025Q1: 35,852 shares; 2025Q2: 35,895 shares; 2025Q3: 43,785 shares; 2025Q4: 43,974 shares; 2026Q1: 40,438 shares; 2026Q2: 39,901 shares 39,901$5.46M0.61%-537Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 4,748 shares; 2025Q1: 5,717 shares; 2025Q2: 7,412 shares; 2025Q3: 7,330 shares; 2025Q4: 7,248 shares; 2026Q1: 7,269 shares; 2026Q2: 7,196 shares 7,196$5.39M0.61%-73Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,564 shares; 2024Q4: 39,991 shares; 2025Q1: 39,055 shares; 2025Q2: 39,138 shares; 2025Q3: 39,720 shares; 2025Q4: 39,688 shares; 2026Q1: 37,848 shares; 2026Q2: 37,438 shares 37,438$5.07M0.57%-410Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,158 shares; 2024Q4: 31,605 shares; 2025Q1: 33,207 shares; 2025Q2: 32,817 shares; 2025Q3: 32,226 shares; 2025Q4: 33,389 shares; 2026Q1: 34,099 shares; 2026Q2: 34,161 shares 34,161$5.01M0.56%+62Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,255 shares; 2024Q4: 6,895 shares; 2025Q1: 14,276 shares; 2025Q2: 15,167 shares; 2025Q3: 15,084 shares; 2025Q4: 18,463 shares; 2026Q1: 16,710 shares; 2026Q2: 16,488 shares 16,488$4.83M0.54%-222Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,965 shares; 2024Q4: 64,470 shares; 2025Q1: 65,070 shares; 2025Q2: 62,855 shares; 2025Q3: 63,670 shares; 2025Q4: 62,985 shares; 2026Q1: 69,500 shares; 2026Q2: 69,085 shares 69,085$4.73M0.53%-415Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,043 shares; 2024Q4: 8,808 shares; 2025Q1: 8,733 shares; 2025Q2: 9,068 shares; 2025Q3: 9,511 shares; 2025Q4: 9,355 shares; 2026Q1: 9,255 shares; 2026Q2: 9,211 shares 9,211$4.61M0.52%-44Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,158 shares; 2024Q4: 10,006 shares; 2025Q1: 10,001 shares; 2025Q2: 9,994 shares; 2025Q3: 10,211 shares; 2025Q4: 10,346 shares; 2026Q1: 12,506 shares; 2026Q2: 10,928 shares 10,928$4.45M0.5%-1,578Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,022 shares; 2024Q4: 41,788 shares; 2025Q1: 40,430 shares; 2025Q2: 40,629 shares; 2025Q3: 54,059 shares; 2025Q4: 55,461 shares; 2026Q1: 55,546 shares; 2026Q2: 54,648 shares 54,648$4.44M0.5%-898Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,790 shares; 2024Q4: 6,735 shares; 2025Q1: 6,797 shares; 2025Q2: 7,352 shares; 2025Q3: 7,808 shares; 2025Q4: 7,861 shares; 2026Q1: 7,817 shares; 2026Q2: 8,162 shares 8,162$4.19M0.47%+345Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,085 shares; 2024Q4: 13,406 shares; 2025Q1: 12,536 shares; 2025Q2: 13,792 shares; 2025Q3: 15,369 shares; 2025Q4: 14,558 shares; 2026Q1: 13,627 shares; 2026Q2: 12,275 shares 12,275$4.19M0.47%-1,352Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,323 shares; 2024Q4: 15,093 shares; 2025Q1: 14,068 shares; 2025Q2: 14,119 shares; 2025Q3: 17,968 shares; 2025Q4: 19,670 shares; 2026Q1: 19,305 shares; 2026Q2: 18,319 shares 18,319$4.08M0.46%-986Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,428 shares; 2024Q4: 6,363 shares; 2025Q1: 6,363 shares; 2025Q2: 6,363 shares; 2025Q3: 6,443 shares; 2025Q4: 7,053 shares; 2026Q1: 8,003 shares; 2026Q2: 32,781 shares 32,781$4.07M0.46%+24,778Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,665 shares; 2025Q3: 16,665 shares; 2025Q4: 16,676 shares; 2026Q1: 17,865 shares; 2026Q2: 17,795 shares 17,795$3.99M0.45%-70Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,064 shares; 2024Q4: 41,628 shares; 2025Q1: 40,647 shares; 2025Q2: 38,946 shares; 2025Q3: 39,676 shares; 2025Q4: 38,846 shares; 2026Q1: 34,770 shares; 2026Q2: 30,740 shares 30,740$3.95M0.45%-4,030Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,407 shares; 2024Q4: 17,461 shares; 2025Q1: 16,297 shares; 2025Q2: 16,146 shares; 2025Q3: 20,387 shares; 2025Q4: 21,354 shares; 2026Q1: 21,569 shares; 2026Q2: 21,108 shares 21,108$3.82M0.43%-461Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 24,744 shares; 2025Q1: 24,517 shares; 2025Q2: 24,517 shares; 2025Q3: 24,517 shares; 2025Q4: 24,517 shares; 2026Q1: 24,517 shares; 2026Q2: 24,517 shares 24,517$3.73M0.42%0Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,025 shares; 2024Q4: 66,255 shares; 2025Q1: 66,440 shares; 2025Q2: 65,984 shares; 2025Q3: 65,834 shares; 2025Q4: 65,834 shares; 2026Q1: 65,069 shares; 2026Q2: 65,149 shares 65,149$3.68M0.41%+80Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,642 shares; 2024Q4: 51,328 shares; 2025Q1: 54,231 shares; 2025Q2: 54,164 shares; 2025Q3: 56,012 shares; 2025Q4: 51,331 shares; 2026Q1: 46,800 shares; 2026Q2: 41,434 shares 41,434$3.64M0.41%-5,366Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,175 shares; 2024Q4: 21,795 shares; 2025Q1: 22,088 shares; 2025Q2: 22,798 shares; 2025Q3: 23,730 shares; 2025Q4: 22,664 shares; 2026Q1: 22,623 shares; 2026Q2: 23,588 shares 23,588$3.57M0.4%+965Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,320 shares; 2024Q4: 14,877 shares; 2025Q1: 14,655 shares; 2025Q2: 14,935 shares; 2025Q3: 14,687 shares; 2025Q4: 14,743 shares; 2026Q1: 15,421 shares; 2026Q2: 16,090 shares 16,090$3.55M0.4%+669Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 6,972 shares; 2025Q1: 7,122 shares; 2025Q2: 6,793 shares; 2025Q3: 6,893 shares; 2025Q4: 7,515 shares; 2026Q1: 13,291 shares; 2026Q2: 13,864 shares 13,864$3.53M0.4%+573Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 4,789 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares; 2026Q2: 4,809 shares 4,809$3.38M0.38%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,136 shares; 2024Q4: 19,550 shares; 2025Q1: 20,957 shares; 2025Q2: 21,861 shares; 2025Q3: 22,484 shares; 2025Q4: 27,396 shares; 2026Q1: 31,800 shares; 2026Q2: 33,744 shares 33,744$3.26M0.37%+1,944Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; 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: 29,042 shares 29,042$3.23M0.36%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 2,335 shares; 2025Q1: 2,566 shares; 2025Q2: 2,629 shares; 2025Q3: 3,305 shares; 2025Q4: 3,381 shares; 2026Q1: 3,336 shares; 2026Q2: 3,284 shares 3,284$3.07M0.35%-52Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 408 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 4,215 shares; 2026Q1: 15,280 shares; 2026Q2: 30,632 shares 30,632$3.04M0.34%+15,352Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 1,185 shares; 2025Q1: 4,485 shares; 2025Q2: 4,713 shares; 2025Q3: 4,765 shares; 2025Q4: 4,672 shares; 2026Q1: 4,129 shares; 2026Q2: 4,105 shares 4,105$2.96M0.33%-24Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,837 shares; 2024Q4: 6,167 shares; 2025Q1: 6,262 shares; 2025Q2: 6,467 shares; 2025Q3: 6,485 shares; 2025Q4: 6,877 shares; 2026Q1: 7,137 shares; 2026Q2: 6,795 shares 6,795$2.9M0.33%-342Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,321 shares; 2024Q4: 8,865 shares; 2025Q1: 8,584 shares; 2025Q2: 8,333 shares; 2025Q3: 8,871 shares; 2025Q4: 9,026 shares; 2026Q1: 9,029 shares; 2026Q2: 10,629 shares 10,629$2.87M0.32%+1,600Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,094 shares; 2024Q4: 39,729 shares; 2025Q1: 45,650 shares; 2025Q2: 51,301 shares; 2025Q3: 50,910 shares; 2025Q4: 51,574 shares; 2026Q1: 49,831 shares; 2026Q2: 49,888 shares 49,888$2.84M0.32%+57Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,594 shares; 2024Q4: 10,675 shares; 2025Q1: 8,310 shares; 2025Q2: 7,666 shares; 2025Q3: 7,940 shares; 2025Q4: 8,441 shares; 2026Q1: 7,177 shares; 2026Q2: 6,828 shares 6,828$2.84M0.32%-349Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 2,130 shares; 2025Q1: 2,172 shares; 2025Q2: 2,214 shares; 2025Q3: 2,219 shares; 2025Q4: 2,383 shares; 2026Q1: 2,372 shares; 2026Q2: 2,623 shares 2,623$2.79M0.31%+251Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,260 shares; 2024Q4: 9,252 shares; 2025Q1: 8,743 shares; 2025Q2: 8,723 shares; 2025Q3: 11,638 shares; 2025Q4: 11,734 shares; 2026Q1: 11,673 shares; 2026Q2: 11,304 shares 11,304$2.78M0.31%-369Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,102 shares; 2024Q4: 2,489 shares; 2025Q1: 2,474 shares; 2025Q2: 7,913 shares; 2025Q3: 7,759 shares; 2025Q4: 7,668 shares; 2026Q1: 6,912 shares; 2026Q2: 7,540 shares 7,540$2.78M0.31%+628Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,814 shares; 2024Q4: 8,832 shares; 2025Q1: 8,782 shares; 2025Q2: 8,602 shares; 2025Q3: 8,562 shares; 2025Q4: 8,359 shares; 2026Q1: 7,960 shares; 2026Q2: 7,750 shares 7,750$2.75M0.31%-210Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,454 shares; 2024Q4: 34,456 shares; 2025Q1: 32,978 shares; 2025Q2: 33,213 shares; 2025Q3: 32,516 shares; 2025Q4: 32,540 shares; 2026Q1: 31,236 shares; 2026Q2: 29,469 shares 29,469$2.67M0.3%-1,767Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,250 shares; 2024Q4: 26,364 shares; 2025Q1: 25,760 shares; 2025Q2: 25,822 shares; 2025Q3: 25,087 shares; 2025Q4: 49,874 shares; 2026Q1: 49,229 shares; 2026Q2: 49,649 shares 49,649$2.64M0.3%+420Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,855 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 15,440 shares; 2025Q3: 15,440 shares; 2025Q4: 17,970 shares; 2026Q1: 15,570 shares; 2026Q2: 15,570 shares 15,570$2.43M0.27%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,045 shares; 2024Q4: 26,409 shares; 2025Q1: 24,377 shares; 2025Q2: 24,024 shares; 2025Q3: 25,589 shares; 2025Q4: 28,542 shares; 2026Q1: 28,925 shares; 2026Q2: 32,566 shares 32,566$2.42M0.27%+3,641Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,215 shares; 2024Q4: 54,240 shares; 2025Q1: 53,275 shares; 2025Q2: 50,463 shares; 2025Q3: 48,028 shares; 2025Q4: 47,406 shares; 2026Q1: 44,229 shares; 2026Q2: 39,417 shares 39,417$2.38M0.27%-4,812Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,265 shares; 2025Q3: 3,125 shares; 2025Q4: 3,092 shares; 2026Q1: 6,512 shares; 2026Q2: 6,962 shares 6,962$2.34M0.26%+450Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,718 shares; 2024Q4: 29,362 shares; 2025Q1: 28,847 shares; 2025Q2: 28,797 shares; 2025Q3: 28,697 shares; 2025Q4: 28,766 shares; 2026Q1: 28,679 shares; 2026Q2: 27,913 shares 27,913$2.33M0.26%-766Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 2,496 shares; 2025Q3: 2,410 shares; 2025Q4: 2,407 shares; 2026Q1: 2,415 shares; 2026Q2: 2,419 shares 2,419$2.33M0.26%+4Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,099 shares; 2024Q4: 11,845 shares; 2025Q1: 11,734 shares; 2025Q2: 11,743 shares; 2025Q3: 11,327 shares; 2025Q4: 11,306 shares; 2026Q1: 11,120 shares; 2026Q2: 10,923 shares 10,923$2.28M0.26%-197Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774 shares; 2024Q4: 804 shares; 2025Q1: 529 shares; 2025Q2: 576 shares; 2025Q3: 836 shares; 2025Q4: 876 shares; 2026Q1: 891 shares; 2026Q2: 4,504 shares 4,504$2.24M0.25%+3,613Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 7,464 shares; 2025Q1: 7,507 shares; 2025Q2: 7,192 shares; 2025Q3: 7,189 shares; 2025Q4: 7,406 shares; 2026Q1: 7,133 shares; 2026Q2: 7,065 shares 7,065$2.22M0.25%-68Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,833 shares; 2024Q4: 5,833 shares; 2025Q1: 5,638 shares; 2025Q2: 5,634 shares; 2025Q3: 5,620 shares; 2025Q4: 5,479 shares; 2026Q1: 5,453 shares; 2026Q2: 5,094 shares 5,094$2.17M0.24%-359Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,070 shares; 2024Q4: 8,845 shares; 2025Q1: 8,873 shares; 2025Q2: 8,948 shares; 2025Q3: 8,948 shares; 2025Q4: 8,340 shares; 2026Q1: 7,546 shares; 2026Q2: 7,259 shares 7,259$2.16M0.24%-287Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,010 shares; 2024Q4: 53,892 shares; 2025Q1: 53,135 shares; 2025Q2: 53,085 shares; 2025Q3: 32,318 shares; 2025Q4: 31,002 shares; 2026Q1: 30,848 shares; 2026Q2: 30,063 shares 30,063$2.16M0.24%-785Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,542 shares; 2024Q4: 17,564 shares; 2025Q1: 17,363 shares; 2025Q2: 16,932 shares; 2025Q3: 16,733 shares; 2025Q4: 17,531 shares; 2026Q1: 17,582 shares; 2026Q2: 17,479 shares 17,479$2.15M0.24%-103Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,277 shares; 2024Q4: 8,276 shares; 2025Q1: 6,837 shares; 2025Q2: 7,767 shares; 2025Q3: 7,777 shares; 2025Q4: 7,646 shares; 2026Q1: 7,323 shares; 2026Q2: 7,327 shares 7,327$2.15M0.24%+4Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,368 shares; 2024Q4: 14,350 shares; 2025Q1: 14,581 shares; 2025Q2: 14,611 shares; 2025Q3: 10,691 shares; 2025Q4: 10,136 shares; 2026Q1: 8,500 shares; 2026Q2: 11,318 shares 11,318$2.15M0.24%+2,818Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,109 shares; 2024Q4: 26,538 shares; 2025Q1: 26,420 shares; 2025Q2: 23,259 shares; 2025Q3: 22,255 shares; 2025Q4: 20,715 shares; 2026Q1: 17,871 shares; 2026Q2: 17,134 shares 17,134$2.14M0.24%-737Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,221 shares; 2025Q4: 47,332 shares; 2026Q1: 44,920 shares; 2026Q2: 41,857 shares 41,857$2.12M0.24%-3,063Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 4,096 shares; 2025Q1: 2,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,266 shares; 2025Q4: 3,241 shares; 2026Q1: 3,241 shares; 2026Q2: 3,194 shares 3,194$2.05M0.23%-47Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,831 shares; 2026Q1: 10,628 shares; 2026Q2: 11,735 shares 11,735$2.04M0.23%+1,107Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,393 shares; 2024Q4: 10,553 shares; 2025Q1: 14,218 shares; 2025Q2: 14,639 shares; 2025Q3: 13,879 shares; 2025Q4: 16,719 shares; 2026Q1: 16,380 shares; 2026Q2: 14,427 shares 14,427$2.02M0.23%-1,953Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,564 shares; 2024Q4: 26,280 shares; 2025Q1: 25,953 shares; 2025Q2: 24,681 shares; 2025Q3: 24,712 shares; 2025Q4: 23,157 shares; 2026Q1: 21,923 shares; 2026Q2: 20,930 shares 20,930$2.01M0.23%-993Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 2,995 shares; 2025Q1: 3,154 shares; 2025Q2: 3,146 shares; 2025Q3: 3,899 shares; 2025Q4: 10,012 shares; 2026Q1: 11,637 shares; 2026Q2: 10,480 shares 10,480$2M0.22%-1,157Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 618 shares; 2025Q1: 635 shares; 2025Q2: 633 shares; 2025Q3: 1,243 shares; 2025Q4: 1,594 shares; 2026Q1: 1,505 shares; 2026Q2: 1,685 shares 1,685$1.98M0.22%+180Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 475 shares; 2026Q2: 4,303 shares 4,303$1.98M0.22%+3,828Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,131 shares; 2024Q4: 7,508 shares; 2025Q1: 7,543 shares; 2025Q2: 7,611 shares; 2025Q3: 7,624 shares; 2025Q4: 7,688 shares; 2026Q1: 7,375 shares; 2026Q2: 7,052 shares 7,052$1.92M0.22%-323Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,552 shares; 2025Q1: 2,262 shares; 2025Q2: 2,307 shares; 2025Q3: 2,034 shares; 2025Q4: 2,000 shares; 2026Q1: 1,949 shares; 2026Q2: 1,866 shares 1,866$1.89M0.21%-83Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,590 shares; 2025Q1: 2,640 shares; 2025Q2: 2,615 shares; 2025Q3: 2,585 shares; 2025Q4: 2,732 shares; 2026Q1: 2,647 shares; 2026Q2: 2,602 shares 2,602$1.86M0.21%-45Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 5,858 shares; 2025Q1: 5,693 shares; 2025Q2: 5,499 shares; 2025Q3: 5,674 shares; 2025Q4: 5,792 shares; 2026Q1: 6,050 shares; 2026Q2: 6,020 shares 6,020$1.82M0.21%-30Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,259 shares; 2024Q4: 21,047 shares; 2025Q1: 20,782 shares; 2025Q2: 21,764 shares; 2025Q3: 20,654 shares; 2025Q4: 18,463 shares; 2026Q1: 17,379 shares; 2026Q2: 16,456 shares 16,456$1.77M0.2%-923Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 242 shares; 2025Q4: 457 shares; 2026Q1: 790 shares; 2026Q2: 1,031 shares 1,031$1.75M0.2%+241Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,811 shares; 2024Q4: 11,176 shares; 2025Q1: 10,936 shares; 2025Q2: 10,761 shares; 2025Q3: 11,511 shares; 2025Q4: 12,866 shares; 2026Q1: 17,711 shares; 2026Q2: 17,786 shares 17,786$1.75M0.2%+75Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,019 shares; 2025Q1: 1,959 shares; 2025Q2: 6,928 shares; 2025Q3: 7,468 shares; 2025Q4: 7,832 shares; 2026Q1: 7,857 shares; 2026Q2: 8,325 shares 8,325$1.67M0.19%+468Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 2,720 shares; 2025Q1: 12,715 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 6,945 shares; 2026Q2: 6,945 shares 6,945$1.64M0.18%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,716 shares; 2024Q4: 21,495 shares; 2025Q1: 22,767 shares; 2025Q2: 22,062 shares; 2025Q3: 20,936 shares; 2025Q4: 21,579 shares; 2026Q1: 21,504 shares; 2026Q2: 21,183 shares 21,183$1.62M0.18%-321Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,546 shares; 2024Q4: 23,921 shares; 2025Q1: 15,146 shares; 2025Q2: 14,046 shares; 2025Q3: 13,971 shares; 2025Q4: 14,143 shares; 2026Q1: 13,571 shares; 2026Q2: 13,421 shares 13,421$1.58M0.18%-150Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,755 shares; 2024Q4: 65,614 shares; 2025Q1: 65,597 shares; 2025Q2: 68,340 shares; 2025Q3: 75,308 shares; 2025Q4: 76,281 shares; 2026Q1: 85,370 shares; 2026Q2: 94,920 shares 94,920$1.56M0.18%+9,550Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,806 shares; 2024Q4: 52,743 shares; 2025Q1: 52,727 shares; 2025Q2: 54,857 shares; 2025Q3: 60,436 shares; 2025Q4: 61,112 shares; 2026Q1: 68,074 shares; 2026Q2: 75,703 shares 75,703$1.55M0.17%+7,629Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,327 shares; 2024Q4: 26,949 shares; 2025Q1: 26,375 shares; 2025Q2: 26,556 shares; 2025Q3: 30,431 shares; 2025Q4: 29,263 shares; 2026Q1: 28,079 shares; 2026Q2: 26,707 shares 26,707$1.54M0.17%-1,372Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,181 shares; 2024Q4: 3,183 shares; 2025Q1: 3,136 shares; 2025Q2: 3,166 shares; 2025Q3: 2,979 shares; 2025Q4: 2,994 shares; 2026Q1: 2,994 shares; 2026Q2: 17,708 shares 17,708$1.53M0.17%+14,714Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,735 shares; 2024Q4: 19,002 shares; 2025Q1: 17,950 shares; 2025Q2: 16,574 shares; 2025Q3: 17,569 shares; 2025Q4: 18,689 shares; 2026Q1: 20,439 shares; 2026Q2: 20,959 shares 20,959$1.51M0.17%+520Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,456 shares; 2024Q4: 73,913 shares; 2025Q1: 69,308 shares; 2025Q2: 70,934 shares; 2025Q3: 69,043 shares; 2025Q4: 68,165 shares; 2026Q1: 64,402 shares; 2026Q2: 62,267 shares 62,267$1.5M0.17%-2,135Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,568 shares; 2026Q1: 2,133 shares; 2026Q2: 1,998 shares 1,998$1.44M0.16%-135Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,546 shares; 2024Q4: 8,296 shares; 2025Q1: 8,211 shares; 2025Q2: 9,933 shares; 2025Q3: 12,353 shares; 2025Q4: 14,018 shares; 2026Q1: 13,536 shares; 2026Q2: 8,582 shares 8,582$1.44M0.16%-4,954Timeline
BSCXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,458 shares; 2024Q4: 37,822 shares; 2025Q1: 37,819 shares; 2025Q2: 39,613 shares; 2025Q3: 44,949 shares; 2025Q4: 46,348 shares; 2026Q1: 57,828 shares; 2026Q2: 67,942 shares 67,942$1.43M0.16%+10,114Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 2,767 shares; 2025Q1: 2,376 shares; 2025Q2: 2,215 shares; 2025Q3: 2,032 shares; 2025Q4: 1,831 shares; 2026Q1: 1,886 shares; 2026Q2: 1,863 shares 1,863$1.42M0.16%-23Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 8,452 shares; 2025Q1: 8,694 shares; 2025Q2: 7,921 shares; 2025Q3: 7,346 shares; 2025Q4: 6,808 shares; 2026Q1: 6,789 shares; 2026Q2: 6,679 shares 6,679$1.42M0.16%-110Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,578 shares; 2024Q4: 7,498 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 7,108 shares; 2025Q4: 7,724 shares; 2026Q1: 7,759 shares; 2026Q2: 7,684 shares 7,684$1.42M0.16%-75Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,122 shares; 2024Q4: 62,745 shares; 2025Q1: 62,736 shares; 2025Q2: 64,421 shares; 2025Q3: 69,492 shares; 2025Q4: 70,090 shares; 2026Q1: 76,975 shares; 2026Q2: 84,827 shares 84,827$1.41M0.16%+7,852Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,835 shares; 2024Q4: 4,275 shares; 2025Q1: 3,080 shares; 2025Q2: 2,440 shares; 2025Q3: 2,405 shares; 2025Q4: 2,360 shares; 2026Q1: 2,400 shares; 2026Q2: 2,085 shares 2,085$1.37M0.15%-315Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,081 shares; 2024Q4: 39,120 shares; 2025Q1: 37,875 shares; 2025Q2: 37,280 shares; 2025Q3: 37,187 shares; 2025Q4: 35,776 shares; 2026Q1: 35,651 shares; 2026Q2: 33,451 shares 33,451$1.36M0.15%-2,200Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,016 shares; 2024Q4: 8,337 shares; 2025Q1: 6,192 shares; 2025Q2: 5,744 shares; 2025Q3: 6,082 shares; 2025Q4: 5,661 shares; 2026Q1: 5,238 shares; 2026Q2: 5,270 shares 5,270$1.35M0.15%+32Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,628 shares; 2025Q1: 1,657 shares; 2025Q2: 1,617 shares; 2025Q3: 1,901 shares; 2025Q4: 2,113 shares; 2026Q1: 2,122 shares; 2026Q2: 2,115 shares 2,115$1.34M0.15%-7Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,546 shares; 2024Q4: 10,296 shares; 2025Q1: 9,011 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,894 shares; 2026Q1: 8,353 shares; 2026Q2: 8,155 shares 8,155$1.32M0.15%-198Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,650 shares; 2024Q4: 39,168 shares; 2025Q1: 37,611 shares; 2025Q2: 33,075 shares; 2025Q3: 28,025 shares; 2025Q4: 27,203 shares; 2026Q1: 26,528 shares; 2026Q2: 26,149 shares 26,149$1.3M0.15%-379Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: 3,825 shares; 2025Q1: 3,047 shares; 2025Q2: 3,824 shares; 2025Q3: 3,564 shares; 2025Q4: 3,374 shares; 2026Q1: 3,097 shares; 2026Q2: 2,595 shares 2,595$1.3M0.15%-502Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,561 shares; 2024Q4: 17,441 shares; 2025Q1: 17,591 shares; 2025Q2: 17,895 shares; 2025Q3: 17,635 shares; 2025Q4: 17,635 shares; 2026Q1: 17,635 shares; 2026Q2: 16,405 shares 16,405$1.3M0.15%-1,230Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,317 shares; 2024Q4: 41,237 shares; 2025Q1: 40,187 shares; 2025Q2: 40,612 shares; 2025Q3: 34,188 shares; 2025Q4: 32,550 shares; 2026Q1: 30,655 shares; 2026Q2: 30,505 shares 30,505$1.29M0.15%-150Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,348 shares; 2024Q4: 17,488 shares; 2025Q1: 17,675 shares; 2025Q2: 17,505 shares; 2025Q3: 16,830 shares; 2025Q4: 16,800 shares; 2026Q1: 17,230 shares; 2026Q2: 15,583 shares 15,583$1.29M0.15%-1,647Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,660 shares; 2024Q4: 5,980 shares; 2025Q1: 7,416 shares; 2025Q2: 8,908 shares; 2025Q3: 9,239 shares; 2025Q4: 13,905 shares; 2026Q1: 15,012 shares; 2026Q2: 15,381 shares 15,381$1.27M0.14%+369Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 9,142 shares 9,142$1.26M0.14%+8,617Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,040 shares; 2024Q4: 7,225 shares; 2025Q1: 6,731 shares; 2025Q2: 7,231 shares; 2025Q3: 12,029 shares; 2025Q4: 11,617 shares; 2026Q1: 11,597 shares; 2026Q2: 11,597 shares 11,597$1.25M0.14%0Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,280 shares; 2024Q4: 54,274 shares; 2025Q1: 56,311 shares; 2025Q2: 57,260 shares; 2025Q3: 60,582 shares; 2025Q4: 60,442 shares; 2026Q1: 62,665 shares; 2026Q2: 67,186 shares 67,186$1.25M0.14%+4,521Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,753 shares; 2024Q4: 12,439 shares; 2025Q1: 11,799 shares; 2025Q2: 12,131 shares; 2025Q3: 12,364 shares; 2025Q4: 12,502 shares; 2026Q1: 11,553 shares; 2026Q2: 7,956 shares 7,956$1.25M0.14%-3,597Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,944 shares; 2024Q4: 9,382 shares; 2025Q1: 9,207 shares; 2025Q2: 9,207 shares; 2025Q3: 8,157 shares; 2025Q4: 8,235 shares; 2026Q1: 8,082 shares; 2026Q2: 7,882 shares 7,882$1.24M0.14%-200Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,288 shares; 2024Q4: 6,098 shares; 2025Q1: 5,343 shares; 2025Q2: 5,308 shares; 2025Q3: 5,698 shares; 2025Q4: 5,604 shares; 2026Q1: 4,578 shares; 2026Q2: 4,533 shares 4,533$1.23M0.14%-45Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,618 shares; 2024Q4: 47,122 shares; 2025Q1: 49,059 shares; 2025Q2: 50,358 shares; 2025Q3: 53,395 shares; 2025Q4: 53,600 shares; 2026Q1: 56,190 shares; 2026Q2: 59,070 shares 59,070$1.2M0.14%+2,880Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,479 shares; 2024Q4: 6,464 shares; 2025Q1: 6,324 shares; 2025Q2: 6,274 shares; 2025Q3: 4,329 shares; 2025Q4: 4,037 shares; 2026Q1: 3,845 shares; 2026Q2: 3,815 shares 3,815$1.2M0.14%-30Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,300 shares; 2025Q1: 2,325 shares; 2025Q2: 5,755 shares; 2025Q3: 6,070 shares; 2025Q4: 5,685 shares; 2026Q1: 5,090 shares; 2026Q2: 3,950 shares 3,950$1.18M0.13%-1,140Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,874 shares; 2024Q4: 47,105 shares; 2025Q1: 49,037 shares; 2025Q2: 50,644 shares; 2025Q3: 53,809 shares; 2025Q4: 54,025 shares; 2026Q1: 56,712 shares; 2026Q2: 59,723 shares 59,723$1.17M0.13%+3,011Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,530 shares; 2024Q4: 5,345 shares; 2025Q1: 4,544 shares; 2025Q2: 4,344 shares; 2025Q3: 4,245 shares; 2025Q4: 4,240 shares; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050$1.14M0.13%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 433 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 568 shares; 2026Q1: 468 shares; 2026Q2: 2,770 shares 2,770$1.13M0.13%+2,302Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,640 shares; 2024Q4: 21,640 shares; 2025Q1: 21,640 shares; 2025Q2: 21,640 shares; 2025Q3: 23,845 shares; 2025Q4: 23,345 shares; 2026Q1: 25,131 shares; 2026Q2: 23,337 shares 23,337$1.11M0.12%-1,794Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,922 shares; 2026Q1: 15,697 shares; 2026Q2: 20,727 shares 20,727$1.1M0.12%+5,030Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,955 shares; 2024Q4: 14,975 shares; 2025Q1: 14,906 shares; 2025Q2: 14,891 shares; 2025Q3: 14,471 shares; 2025Q4: 14,481 shares; 2026Q1: 14,306 shares; 2026Q2: 14,185 shares 14,185$1.1M0.12%-121Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,518 shares; 2024Q4: 9,573 shares; 2025Q1: 6,778 shares; 2025Q2: 6,665 shares; 2025Q3: 6,465 shares; 2025Q4: 6,274 shares; 2026Q1: 6,274 shares; 2026Q2: 6,249 shares 6,249$1.08M0.12%-25Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,086 shares; 2024Q4: 3,256 shares; 2025Q1: 3,231 shares; 2025Q2: 3,269 shares; 2025Q3: 3,438 shares; 2025Q4: 3,448 shares; 2026Q1: 2,474 shares; 2026Q2: 2,101 shares 2,101$1.07M0.12%-373Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,889 shares; 2024Q4: 15,043 shares; 2025Q1: 14,243 shares; 2025Q2: 14,143 shares; 2025Q3: 13,893 shares; 2025Q4: 15,215 shares; 2026Q1: 14,898 shares; 2026Q2: 13,682 shares 13,682$1.05M0.12%-1,216Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,622 shares; 2024Q4: 6,846 shares; 2025Q1: 6,939 shares; 2025Q2: 6,969 shares; 2025Q3: 6,440 shares; 2025Q4: 6,440 shares; 2026Q1: 6,304 shares; 2026Q2: 5,612 shares 5,612$1.04M0.12%-692Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 3,868 shares; 2025Q2: 3,983 shares; 2025Q3: 4,318 shares; 2025Q4: 3,330 shares; 2026Q1: 18,000 shares; 2026Q2: 10,080 shares 10,080$1.03M0.12%-7,920Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 2,698 shares; 2025Q1: 2,360 shares; 2025Q2: 2,335 shares; 2025Q3: 3,166 shares; 2025Q4: 3,177 shares; 2026Q1: 2,716 shares; 2026Q2: 2,704 shares 2,704$1.01M0.11%-12Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,074 shares; 2024Q4: 16,508 shares; 2025Q1: 13,457 shares; 2025Q2: 12,831 shares; 2025Q3: 12,456 shares; 2025Q4: 11,876 shares; 2026Q1: 11,621 shares; 2026Q2: 10,426 shares 10,426$1.01M0.11%-1,195Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 2,960 shares; 2025Q1: 2,910 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,823 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730$989K0.11%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,535 shares; 2026Q1: 4,021 shares; 2026Q2: 4,021 shares 4,021$975K0.11%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,449 shares; 2024Q4: 5,689 shares; 2025Q1: 7,114 shares; 2025Q2: 7,514 shares; 2025Q3: 7,219 shares; 2025Q4: 7,231 shares; 2026Q1: 7,166 shares; 2026Q2: 7,071 shares 7,071$958K0.11%-95Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: 4,261 shares; 2025Q1: 4,468 shares; 2025Q2: 5,048 shares; 2025Q3: 6,175 shares; 2025Q4: 5,386 shares; 2026Q1: 5,280 shares; 2026Q2: 5,167 shares 5,167$908K0.1%-113Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 4,750 shares 4,750$907K0.1%-750Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,380 shares; 2024Q4: 12,905 shares; 2025Q1: 12,230 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 13,135 shares; 2026Q1: 12,775 shares; 2026Q2: 12,565 shares 12,565$895K0.1%-210Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 18,919 shares; 2025Q1: 13,594 shares; 2025Q2: 10,198 shares; 2025Q3: 10,198 shares; 2025Q4: 10,807 shares; 2026Q1: 10,807 shares; 2026Q2: 10,807 shares 10,807$889K0.1%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,196 shares; 2024Q4: 10,156 shares; 2025Q1: 9,294 shares; 2025Q2: 8,619 shares; 2025Q3: 9,701 shares; 2025Q4: 9,503 shares; 2026Q1: 8,948 shares; 2026Q2: 8,524 shares 8,524$871K0.1%-424Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,327 shares; 2024Q4: 13,687 shares; 2025Q1: 11,872 shares; 2025Q2: 11,092 shares; 2025Q3: 10,432 shares; 2025Q4: 10,187 shares; 2026Q1: 7,547 shares; 2026Q2: 6,600 shares 6,600$862K0.1%-947Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,828 shares; 2026Q1: 5,828 shares; 2026Q2: 5,828 shares 5,828$861K0.1%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 10,344 shares; 2025Q1: 10,445 shares; 2025Q2: 10,235 shares; 2025Q3: 9,565 shares; 2025Q4: 8,775 shares; 2026Q1: 8,432 shares; 2026Q2: 8,122 shares 8,122$844K0.1%-310Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,430 shares; 2024Q4: 15,915 shares; 2025Q1: 14,855 shares; 2025Q2: 13,735 shares; 2025Q3: 10,639 shares; 2025Q4: 10,185 shares; 2026Q1: 9,560 shares; 2026Q2: 9,123 shares 9,123$842K0.09%-437Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 3,318 shares; 2025Q1: 3,100 shares; 2025Q2: 2,470 shares; 2025Q3: 2,274 shares; 2025Q4: 2,508 shares; 2026Q1: 2,461 shares; 2026Q2: 10,386 shares 10,386$837K0.09%+7,925Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 768 shares; 2025Q1: 813 shares; 2025Q2: 859 shares; 2025Q3: 1,406 shares; 2025Q4: 1,312 shares; 2026Q1: 1,272 shares; 2026Q2: 796 shares 796$830K0.09%-476Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,467 shares; 2024Q4: 33,598 shares; 2025Q1: 32,298 shares; 2025Q2: 36,642 shares; 2025Q3: 19,667 shares; 2025Q4: 16,639 shares; 2026Q1: 15,389 shares; 2026Q2: 14,789 shares 14,789$816K0.09%-600Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,389 shares; 2025Q3: 8,843 shares; 2025Q4: 11,869 shares; 2026Q1: 29,148 shares; 2026Q2: 39,461 shares 39,461$815K0.09%+10,313Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 5,363 shares; 2025Q1: 5,304 shares; 2025Q2: 5,279 shares; 2025Q3: 6,359 shares; 2025Q4: 6,334 shares; 2026Q1: 6,109 shares; 2026Q2: 5,029 shares 5,029$804K0.09%-1,080Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 3,845 shares; 2025Q1: 3,718 shares; 2025Q2: 3,703 shares; 2025Q3: 3,678 shares; 2025Q4: 2,675 shares; 2026Q1: 2,620 shares; 2026Q2: 2,515 shares 2,515$788K0.09%-105Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,024 shares; 2024Q4: 6,786 shares; 2025Q1: 6,406 shares; 2025Q2: 6,536 shares; 2025Q3: 7,499 shares; 2025Q4: 7,145 shares; 2026Q1: 6,193 shares; 2026Q2: 6,324 shares 6,324$787K0.09%+131Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,068 shares; 2025Q1: 1,033 shares; 2025Q2: 1,876 shares; 2025Q3: 1,749 shares; 2025Q4: 2,054 shares; 2026Q1: 1,718 shares; 2026Q2: 1,642 shares 1,642$784K0.09%-76Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,145 shares; 2024Q4: 2,367 shares; 2025Q1: 2,367 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 4,398 shares; 2026Q1: 3,507 shares; 2026Q2: 3,507 shares 3,507$770K0.09%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 2,086 shares; 2025Q1: 1,968 shares; 2025Q2: 1,924 shares; 2025Q3: 1,899 shares; 2025Q4: 1,892 shares; 2026Q1: 1,930 shares; 2026Q2: 1,893 shares 1,893$752K0.08%-37Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,129 shares; 2024Q4: 16,290 shares; 2025Q1: 18,489 shares; 2025Q2: 19,046 shares; 2025Q3: 16,255 shares; 2025Q4: 11,420 shares; 2026Q1: 9,400 shares; 2026Q2: 8,350 shares 8,350$748K0.08%-1,050Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,676 shares; 2024Q4: 6,261 shares; 2025Q1: 6,866 shares; 2025Q2: 6,876 shares; 2025Q3: 6,585 shares; 2025Q4: 6,333 shares; 2026Q1: 5,199 shares; 2026Q2: 3,853 shares 3,853$734K0.08%-1,346Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,433 shares; 2025Q1: 2,500 shares; 2025Q2: 2,520 shares; 2025Q3: 2,544 shares; 2025Q4: 2,684 shares; 2026Q1: 4,680 shares; 2026Q2: 4,620 shares 4,620$733K0.08%-60Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 576 shares; 2025Q1: 792 shares; 2025Q2: 787 shares; 2025Q3: 906 shares; 2025Q4: 902 shares; 2026Q1: 876 shares; 2026Q2: 1,262 shares 1,262$728K0.08%+386Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,152 shares; 2024Q4: 8,374 shares; 2025Q1: 8,239 shares; 2025Q2: 8,239 shares; 2025Q3: 8,239 shares; 2025Q4: 8,034 shares; 2026Q1: 9,484 shares; 2026Q2: 8,390 shares 8,390$717K0.08%-1,094Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,767 shares; 2024Q4: 5,762 shares; 2025Q1: 5,833 shares; 2025Q2: 5,757 shares; 2025Q3: 5,642 shares; 2025Q4: 5,670 shares; 2026Q1: 5,560 shares; 2026Q2: 5,532 shares 5,532$700K0.08%-28Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,770 shares; 2025Q1: 1,667 shares; 2025Q2: 1,615 shares; 2025Q3: 1,603 shares; 2025Q4: 1,524 shares; 2026Q1: 1,138 shares; 2026Q2: 3,230 shares 3,230$699K0.08%+2,092Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,979 shares; 2024Q4: 6,864 shares; 2025Q1: 6,719 shares; 2025Q2: 6,647 shares; 2025Q3: 6,592 shares; 2025Q4: 6,282 shares; 2026Q1: 6,162 shares; 2026Q2: 6,032 shares 6,032$691K0.08%-130Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,160 shares; 2024Q4: 4,735 shares; 2025Q1: 3,585 shares; 2025Q2: 3,385 shares; 2025Q3: 3,260 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 2,795 shares 2,795$686K0.08%-225Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,810 shares; 2024Q4: 7,724 shares; 2025Q1: 7,724 shares; 2025Q2: 7,724 shares; 2025Q3: 7,724 shares; 2025Q4: 7,749 shares; 2026Q1: 6,124 shares; 2026Q2: 5,399 shares 5,399$682K0.08%-725Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,555 shares; 2025Q1: 1,805 shares; 2025Q2: 1,363 shares; 2025Q3: 1,368 shares; 2025Q4: 1,418 shares; 2026Q1: 1,318 shares; 2026Q2: 2,725 shares 2,725$681K0.08%+1,407Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 5,300 shares; 2025Q1: 4,585 shares; 2025Q2: 3,996 shares; 2025Q3: 3,334 shares; 2025Q4: 3,300 shares; 2026Q1: 3,225 shares; 2026Q2: 5,663 shares 5,663$661K0.07%+2,438Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,109 shares; 2024Q4: 5,109 shares; 2025Q1: 5,109 shares; 2025Q2: 5,109 shares; 2025Q3: 5,109 shares; 2025Q4: 5,266 shares; 2026Q1: 5,266 shares; 2026Q2: 5,266 shares 5,266$655K0.07%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,543 shares; 2024Q4: 7,793 shares; 2025Q1: 7,568 shares; 2025Q2: 7,460 shares; 2025Q3: 7,435 shares; 2025Q4: 7,463 shares; 2026Q1: 7,235 shares; 2026Q2: 7,135 shares 7,135$654K0.07%-100Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 2,737 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,662 shares; 2025Q4: 2,663 shares; 2026Q1: 2,557 shares; 2026Q2: 2,557 shares 2,557$654K0.07%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,646 shares; 2025Q3: 5,646 shares; 2025Q4: 5,646 shares; 2026Q1: 5,646 shares; 2026Q2: 5,646 shares 5,646$649K0.07%0Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700$641K0.07%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,119 shares; 2025Q1: 2,660 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,646 shares; 2026Q1: 2,543 shares; 2026Q2: 2,452 shares 2,452$639K0.07%-91Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 548 shares; 2025Q1: 953 shares; 2025Q2: 998 shares; 2025Q3: 1,083 shares; 2025Q4: 1,135 shares; 2026Q1: 2,270 shares; 2026Q2: 2,569 shares 2,569$638K0.07%+299Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 3,104 shares; 2025Q1: 2,493 shares; 2025Q2: 2,403 shares; 2025Q3: 2,548 shares; 2025Q4: 1,791 shares; 2026Q1: 1,589 shares; 2026Q2: 1,589 shares 1,589$631K0.07%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,859 shares; 2024Q4: 3,329 shares; 2025Q1: 2,858 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 3,328 shares; 2026Q1: 15,235 shares; 2026Q2: 15,125 shares 15,125$621K0.07%-110Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,313 shares; 2026Q1: 4,288 shares; 2026Q2: 4,250 shares 4,250$608K0.07%-38Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,502 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares; 2026Q2: 2,565 shares 2,565$607K0.07%-737Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 7,825 shares; 2026Q1: 7,630 shares; 2026Q2: 6,595 shares 6,595$601K0.07%-1,035Timeline
BSCZINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,545 shares; 2026Q2: 29,023 shares 29,023$594K0.07%+11,478Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 8,554 shares; 2025Q1: 10,569 shares; 2025Q2: 10,394 shares; 2025Q3: 14,069 shares; 2025Q4: 8,929 shares; 2026Q1: 8,119 shares; 2026Q2: 6,829 shares 6,829$592K0.07%-1,290Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 2,975 shares; 2025Q1: 3,210 shares; 2025Q2: 3,428 shares; 2025Q3: 3,493 shares; 2025Q4: 2,795 shares; 2026Q1: 2,728 shares; 2026Q2: 2,473 shares 2,473$588K0.07%-255Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 2,415 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,355 shares; 2026Q1: 2,583 shares; 2026Q2: 3,303 shares 3,303$580K0.07%+720Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 2,086 shares; 2025Q1: 1,213 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,217 shares; 2026Q1: 1,149 shares; 2026Q2: 1,116 shares 1,116$579K0.07%-33Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,233 shares; 2024Q4: 2,383 shares; 2025Q1: 2,306 shares; 2025Q2: 2,146 shares; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296$579K0.07%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653 shares; 2024Q4: 2,811 shares; 2025Q1: 2,764 shares; 2025Q2: 2,874 shares; 2025Q3: 2,836 shares; 2025Q4: 2,834 shares; 2026Q1: 2,804 shares; 2026Q2: 1,640 shares 1,640$565K0.06%-1,164Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808 shares; 2024Q4: 958 shares; 2025Q1: 954 shares; 2025Q2: 1,133 shares; 2025Q3: 1,256 shares; 2025Q4: 1,281 shares; 2026Q1: 1,330 shares; 2026Q2: 1,387 shares 1,387$552K0.06%+57Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,313 shares; 2024Q4: 40,062 shares; 2025Q1: 34,422 shares; 2025Q2: 29,922 shares; 2025Q3: 28,704 shares; 2025Q4: 25,219 shares; 2026Q1: 23,294 shares; 2026Q2: 17,794 shares 17,794$543K0.06%-5,500Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,132 shares; 2024Q4: 25,576 shares; 2025Q1: 27,630 shares; 2025Q2: 28,668 shares; 2025Q3: 30,646 shares; 2025Q4: 30,011 shares; 2026Q1: 27,712 shares; 2026Q2: 27,413 shares 27,413$535K0.06%-299Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,366 shares; 2025Q4: 1,104 shares; 2026Q1: 900 shares; 2026Q2: 6,602 shares 6,602$499K0.06%+5,702Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: 7,970 shares; 2025Q1: 7,970 shares; 2025Q2: 8,970 shares; 2025Q3: 17,786 shares; 2025Q4: 14,874 shares; 2026Q1: 13,786 shares; 2026Q2: 13,486 shares 13,486$498K0.06%-300Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 3,314 shares; 2025Q1: 3,451 shares; 2025Q2: 3,441 shares; 2025Q3: 3,241 shares; 2025Q4: 3,255 shares; 2026Q1: 3,241 shares; 2026Q2: 2,938 shares 2,938$497K0.06%-303Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,065 shares; 2024Q4: 47,133 shares; 2025Q1: 46,065 shares; 2025Q2: 65,220 shares; 2025Q3: 56,490 shares; 2025Q4: 56,465 shares; 2026Q1: 35,630 shares; 2026Q2: 35,630 shares 35,630$495K0.06%0Timeline
SGOLETFS GOLD TRQuarterly shares; 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: 12,950 shares; 2026Q2: 12,950 shares 12,950$495K0.06%0Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,072 shares; 2024Q4: 28,959 shares; 2025Q1: 28,259 shares; 2025Q2: 26,209 shares; 2025Q3: 25,909 shares; 2025Q4: 18,659 shares; 2026Q1: 18,979 shares; 2026Q2: 18,544 shares 18,544$494K0.06%-435Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,010 shares; 2024Q4: 22,770 shares; 2025Q1: 17,329 shares; 2025Q2: 15,231 shares; 2025Q3: 10,899 shares; 2025Q4: 9,355 shares; 2026Q1: 9,180 shares; 2026Q2: 10,629 shares 10,629$494K0.06%+1,449Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,106 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,087 shares; 2026Q1: 1,072 shares; 2026Q2: 1,066 shares 1,066$489K0.06%-6Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 737 shares; 2025Q3: 1,037 shares; 2025Q4: 1,137 shares; 2026Q1: 1,175 shares; 2026Q2: 1,215 shares 1,215$479K0.05%+40Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,027 shares; 2026Q2: 7,850 shares 7,850$472K0.05%-177Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: 4,554 shares; 2025Q1: 4,509 shares; 2025Q2: 4,463 shares; 2025Q3: 4,323 shares; 2025Q4: 4,323 shares; 2026Q1: 4,323 shares; 2026Q2: 4,323 shares 4,323$472K0.05%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,157 shares; 2025Q1: 1,961 shares; 2025Q2: 1,717 shares; 2025Q3: 1,677 shares; 2025Q4: 1,662 shares; 2026Q1: 1,587 shares; 2026Q2: 1,373 shares 1,373$468K0.05%-214Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,029 shares; 2024Q4: 10,819 shares; 2025Q1: 10,824 shares; 2025Q2: 9,663 shares; 2025Q3: 9,823 shares; 2025Q4: 9,723 shares; 2026Q1: 10,078 shares; 2026Q2: 10,228 shares 10,228$450K0.05%+150Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,672 shares; 2024Q4: 10,597 shares; 2025Q1: 10,498 shares; 2025Q2: 10,167 shares; 2025Q3: 11,642 shares; 2025Q4: 11,293 shares; 2026Q1: 8,756 shares; 2026Q2: 7,756 shares 7,756$447K0.05%-1,000Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares; 2026Q1: 3,760 shares; 2026Q2: 3,760 shares 3,760$442K0.05%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,523 shares; 2025Q3: 5,018 shares; 2025Q4: 6,140 shares; 2026Q1: 6,125 shares; 2026Q2: 5,582 shares 5,582$430K0.05%-543Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,741 shares; 2024Q4: 6,492 shares; 2025Q1: 5,991 shares; 2025Q2: 6,091 shares; 2025Q3: 7,610 shares; 2025Q4: 7,810 shares; 2026Q1: 7,945 shares; 2026Q2: 7,995 shares 7,995$429K0.05%+50Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 539 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 574 shares; 2025Q4: 1,415 shares; 2026Q1: 1,446 shares; 2026Q2: 1,483 shares 1,483$409K0.05%+37Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,257 shares; 2026Q1: 4,200 shares; 2026Q2: 4,264 shares 4,264$408K0.05%+64Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares; 2026Q2: 4,490 shares 4,490$397K0.04%-1,660Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,987 shares; 2024Q4: 8,127 shares; 2025Q1: 7,674 shares; 2025Q2: 7,674 shares; 2025Q3: 3,354 shares; 2025Q4: 3,321 shares; 2026Q1: 3,804 shares; 2026Q2: 3,752 shares 3,752$388K0.04%-52Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 6,724 shares; 2025Q1: 5,342 shares; 2025Q2: 4,941 shares; 2025Q3: 5,060 shares; 2025Q4: 4,445 shares; 2026Q1: 3,328 shares; 2026Q2: 2,370 shares 2,370$388K0.04%-958Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: 6,985 shares; 2026Q2: 7,610 shares 7,610$384K0.04%+625Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,060 shares; 2026Q1: 910 shares; 2026Q2: 885 shares 885$383K0.04%-25Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 273 shares; 2025Q1: 303 shares; 2025Q2: 340 shares; 2025Q3: 5,790 shares; 2025Q4: 6,797 shares; 2026Q1: 9,252 shares; 2026Q2: 8,905 shares 8,905$380K0.04%-347Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 2,034 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,269 shares; 2026Q1: 2,104 shares; 2026Q2: 2,104 shares 2,104$378K0.04%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,226 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200$373K0.04%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 5,188 shares; 2025Q1: 5,088 shares; 2025Q2: 5,088 shares; 2025Q3: 5,088 shares; 2025Q4: 5,125 shares; 2026Q1: 4,873 shares; 2026Q2: 4,763 shares 4,763$373K0.04%-110Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,359 shares; 2025Q1: 946 shares; 2025Q2: 971 shares; 2025Q3: 1,099 shares; 2025Q4: 1,046 shares; 2026Q1: 1,038 shares; 2026Q2: 959 shares 959$371K0.04%-79Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,472 shares; 2025Q4: 2,444 shares; 2026Q1: 2,597 shares; 2026Q2: 2,509 shares 2,509$367K0.04%-88Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,596 shares; 2024Q4: 20,862 shares; 2025Q1: 7,597 shares; 2025Q2: 8,599 shares; 2025Q3: 8,295 shares; 2025Q4: 8,270 shares; 2026Q1: 7,030 shares; 2026Q2: 6,830 shares 6,830$367K0.04%-200Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915$357K0.04%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,335 shares; 2025Q1: 2,367 shares; 2025Q2: 2,394 shares; 2025Q3: 2,378 shares; 2025Q4: 1,056 shares; 2026Q1: 846 shares; 2026Q2: 839 shares 839$353K0.04%-7Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585$351K0.04%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 769 shares; 2026Q1: 775 shares; 2026Q2: 750 shares 750$340K0.04%-25Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700$330K0.04%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,289 shares; 2024Q4: 1,285 shares; 2025Q1: 4,961 shares; 2025Q2: 3,122 shares; 2025Q3: 3,192 shares; 2025Q4: 6,159 shares; 2026Q1: 6,169 shares; 2026Q2: 6,489 shares 6,489$330K0.04%+320Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 4,243 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 4,175 shares; 2025Q4: 4,115 shares; 2026Q1: 4,090 shares; 2026Q2: 4,074 shares 4,074$327K0.04%-16Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387$315K0.04%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,096 shares; 2025Q4: 6,096 shares; 2026Q1: 6,096 shares; 2026Q2: 6,096 shares 6,096$307K0.03%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,753 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 1,769 shares 1,769$301K0.03%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 339 shares; 2025Q1: 344 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 291 shares; 2026Q2: 2,328 shares 2,328$278K0.03%+2,037Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 1,701 shares; 2025Q1: 1,703 shares; 2025Q2: 1,598 shares; 2025Q3: 1,529 shares; 2025Q4: 1,904 shares; 2026Q1: 1,897 shares; 2026Q2: 1,850 shares 1,850$274K0.03%-47Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 990 shares; 2025Q1: 965 shares; 2025Q2: 925 shares; 2025Q3: 900 shares; 2025Q4: 876 shares; 2026Q1: 826 shares; 2026Q2: 810 shares 810$274K0.03%-16Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 4,957 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900$272K0.03%0Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,728 shares; 2025Q4: 1,798 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843$269K0.03%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 1,990 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,992 shares; 2026Q1: 1,967 shares; 2026Q2: 1,965 shares 1,965$269K0.03%-2Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,739 shares; 2025Q2: 4,514 shares; 2025Q3: 11,149 shares; 2025Q4: 9,087 shares; 2026Q1: 7,899 shares; 2026Q2: 8,324 shares 8,324$266K0.03%+425Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,206 shares; 2025Q1: 2,041 shares; 2025Q2: 2,271 shares; 2025Q3: 13,131 shares; 2025Q4: 10,703 shares; 2026Q1: 15,575 shares; 2026Q2: 5,375 shares 5,375$264K0.03%-10,200Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 10,973 shares; 2025Q1: 10,373 shares; 2025Q2: 10,373 shares; 2025Q3: 14,762 shares; 2025Q4: 14,815 shares; 2026Q1: 13,585 shares; 2026Q2: 12,546 shares 12,546$260K0.03%-1,039Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 2,939 shares; 2025Q3: 3,439 shares; 2025Q4: 3,089 shares; 2026Q1: 3,089 shares; 2026Q2: 3,089 shares 3,089$259K0.03%0Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 3,931 shares; 2025Q1: 2,776 shares; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,900 shares; 2026Q1: 2,876 shares; 2026Q2: 2,776 shares 2,776$257K0.03%-100Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473 shares; 2024Q4: 2,586 shares; 2025Q1: 2,397 shares; 2025Q2: 2,513 shares; 2025Q3: 2,693 shares; 2025Q4: 5,352 shares; 2026Q1: 5,292 shares; 2026Q2: 5,672 shares 5,672$257K0.03%+380Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 3,956 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,840 shares; 2026Q1: 3,481 shares; 2026Q2: 3,481 shares 3,481$255K0.03%0Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820$249K0.03%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares; 2026Q1: 4,584 shares; 2026Q2: 4,584 shares 4,584$248K0.03%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075$247K0.03%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,233 shares; 2026Q2: 4,233 shares 4,233$244K0.03%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948$242K0.03%0Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 406 shares; 2025Q1: 580 shares; 2025Q2: 570 shares; 2025Q3: 1,110 shares; 2025Q4: 1,204 shares; 2026Q1: 1,225 shares; 2026Q2: 1,245 shares 1,245$241K0.03%+20Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180$240K0.03%newTimeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,075 shares; 2025Q1: 5,100 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares; 2026Q2: 4,766 shares 4,766$236K0.03%0Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550$231K0.03%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 4,482 shares; 2026Q1: 3,807 shares; 2026Q2: 3,807 shares 3,807$227K0.03%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,244 shares; 2024Q4: 3,244 shares; 2025Q1: 1,721 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,463 shares; 2026Q2: 1,378 shares 1,378$227K0.03%-85Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,331 shares 1,331$219K0.02%0Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares; 2026Q2: 2,239 shares 2,239$215K0.02%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 1,716 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,067 shares; 2025Q4: 1,989 shares; 2026Q1: 1,871 shares; 2026Q2: 1,826 shares 1,826$214K0.02%-45Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,275 shares; 2025Q1: 1,235 shares; 2025Q2: 1,300 shares; 2025Q3: 1,245 shares; 2025Q4: 1,230 shares; 2026Q1: 1,170 shares; 2026Q2: 1,175 shares 1,175$211K0.02%+5Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 489 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350$208K0.02%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 216 shares; 2025Q1: 231 shares; 2025Q2: 286 shares; 2025Q3: 308 shares; 2025Q4: 315 shares; 2026Q1: 310 shares; 2026Q2: 332 shares 332$207K0.02%+22Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,850 shares; 2026Q2: 1,800 shares 1,800$206K0.02%-50Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795$204K0.02%0Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares 2,675$203K0.02%0Timeline
NFRAFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 5,330 shares; 2025Q2: 5,170 shares; 2025Q3: 5,020 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares; 2026Q2: 3,130 shares 3,130$201K0.02%-275Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 2,670 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares 2,665$199K0.02%0Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 293 shares; 2026Q1: 265 shares; 2026Q2: 228 shares 228$189K0.02%-37Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,206 shares; 2024Q4: 11,120 shares; 2025Q1: 8,645 shares; 2025Q2: 8,645 shares; 2025Q3: 11,613 shares; 2025Q4: 8,813 shares; 2026Q1: 7,095 shares; 2026Q2: 7,095 shares 7,095$184K0.02%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,875 shares; 2024Q4: 3,375 shares; 2025Q1: 2,475 shares; 2025Q2: 2,400 shares; 2025Q3: 1,550 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,190 shares 1,190$183K0.02%-235Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 2,220 shares; 2025Q1: 1,700 shares; 2025Q2: 1,675 shares; 2025Q3: 1,485 shares; 2025Q4: 1,470 shares; 2026Q1: 1,425 shares; 2026Q2: 1,405 shares 1,405$182K0.02%-20Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 3,252 shares; 2025Q1: 3,060 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,420 shares; 2026Q1: 2,370 shares; 2026Q2: 1,796 shares 1,796$178K0.02%-574Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 616 shares; 2026Q1: 650 shares; 2026Q2: 600 shares 600$167K0.02%-50Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 12,772 shares; 2025Q1: 12,468 shares; 2025Q2: 12,468 shares; 2025Q3: 11,150 shares; 2025Q4: 8,237 shares; 2026Q1: 7,689 shares; 2026Q2: 7,324 shares 7,324$167K0.02%-365Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares; 2026Q1: 4,103 shares; 2026Q2: 4,103 shares 4,103$162K0.02%0Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 4,559 shares; 2025Q4: 5,828 shares; 2026Q1: 5,828 shares; 2026Q2: 5,828 shares 5,828$159K0.02%0Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960$157K0.02%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,650 shares; 2026Q1: 1,550 shares; 2026Q2: 1,400 shares 1,400$156K0.02%-150Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 679 shares; 2026Q1: 725 shares; 2026Q2: 650 shares 650$155K0.02%-75Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,580 shares; 2025Q1: 3,819 shares; 2025Q2: 3,744 shares; 2025Q3: 3,069 shares; 2025Q4: 3,162 shares; 2026Q1: 3,034 shares; 2026Q2: 3,735 shares 3,735$154K0.02%+701Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,080 shares 2,080$152K0.02%-335Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,557 shares; 2025Q1: 3,173 shares; 2025Q2: 3,112 shares; 2025Q3: 3,387 shares; 2025Q4: 2,986 shares; 2026Q1: 2,846 shares; 2026Q2: 1,153 shares 1,153$152K0.02%-1,693Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 412 shares 412$151K0.02%-35Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 55 shares; 2025Q3: 66 shares; 2025Q4: 256 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337$150K0.02%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 977 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares 1,365$145K0.02%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,890 shares; 2024Q4: 6,640 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares; 2026Q1: 3,940 shares; 2026Q2: 3,760 shares 3,760$143K0.02%-180Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares; 2026Q2: 1,876 shares 1,876$143K0.02%0Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,430 shares; 2026Q1: 3,455 shares; 2026Q2: 3,330 shares 3,330$141K0.02%-125Timeline
IUSGISHARES TRQuarterly shares; 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: 907 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750$141K0.02%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,665 shares; 2025Q4: 2,720 shares; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620$140K0.02%0Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,654 shares; 2024Q4: 3,574 shares; 2025Q1: 2,974 shares; 2025Q2: 2,742 shares; 2025Q3: 2,392 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 1,835 shares 1,835$138K0.02%-457Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 1,780 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,705 shares; 2025Q4: 1,775 shares; 2026Q1: 1,740 shares; 2026Q2: 1,656 shares 1,656$138K0.02%-84Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 87 shares; 2026Q1: 65 shares; 2026Q2: 450 shares 450$136K0.02%+385Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,876 shares; 2026Q1: 1,776 shares; 2026Q2: 1,776 shares 1,776$135K0.02%0Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,135 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,830 shares; 2025Q4: 3,290 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085$132K0.01%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,300 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,200 shares; 2026Q1: 1,150 shares; 2026Q2: 1,000 shares 1,000$132K0.01%-150Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 2,159 shares 2,159$131K0.01%0Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares; 2026Q2: 1,371 shares 1,371$131K0.01%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948$124K0.01%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050$123K0.01%0Timeline
SESEA LTDQuarterly shares; 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: 15 shares; 2026Q1: 180 shares; 2026Q2: 1,280 shares 1,280$123K0.01%+1,100Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,290 shares; 2024Q4: 13,290 shares; 2025Q1: 12,790 shares; 2025Q2: 12,790 shares; 2025Q3: 12,727 shares; 2025Q4: 2,157 shares; 2026Q1: 2,157 shares; 2026Q2: 2,157 shares 2,157$122K0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423$121K0.01%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 434 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 344 shares; 2025Q4: 329 shares; 2026Q1: 320 shares; 2026Q2: 290 shares 290$120K0.01%-30Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 824 shares; 2026Q1: 759 shares; 2026Q2: 679 shares 679$120K0.01%-80Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 1,926 shares; 2025Q4: 1,979 shares; 2026Q1: 1,926 shares; 2026Q2: 1,701 shares 1,701$116K0.01%-225Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,327 shares; 2026Q1: 1,299 shares; 2026Q2: 1,299 shares 1,299$115K0.01%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares; 2026Q1: 5,775 shares; 2026Q2: 3,125 shares 3,125$115K0.01%-2,650Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 720 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 580 shares; 2026Q2: 555 shares 555$114K0.01%-25Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 230 shares 230$114K0.01%-6Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$114K0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 2,018 shares; 2025Q1: 1,985 shares; 2025Q2: 1,980 shares; 2025Q3: 1,805 shares; 2025Q4: 1,787 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760$113K0.01%0Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 724 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 1,019 shares; 2025Q4: 1,033 shares; 2026Q1: 989 shares; 2026Q2: 689 shares 689$112K0.01%-300Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 359 shares; 2026Q1: 344 shares; 2026Q2: 379 shares 379$112K0.01%+35Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 1,218 shares 1,218$112K0.01%-165Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 2,363 shares; 2025Q1: 5,540 shares; 2025Q2: 4,872 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,590 shares; 2026Q2: 4,590 shares 4,590$108K0.01%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300$108K0.01%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 1,980 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,703 shares; 2025Q4: 1,244 shares; 2026Q1: 1,211 shares; 2026Q2: 1,131 shares 1,131$107K0.01%-80Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares; 2026Q2: 2,268 shares 2,268$107K0.01%0Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149 shares; 2024Q4: 1,132 shares; 2025Q1: 1,427 shares; 2025Q2: 1,452 shares; 2025Q3: 1,774 shares; 2025Q4: 1,149 shares; 2026Q1: 1,039 shares; 2026Q2: 989 shares 989$106K0.01%-50Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,376 shares; 2025Q4: 1,471 shares; 2026Q1: 824 shares; 2026Q2: 1,259 shares 1,259$104K0.01%+435Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,114 shares 1,114$100K0.01%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,510 shares; 2025Q4: 1,649 shares; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares 1,549$97.4K0.01%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: 3,369 shares; 2026Q1: 3,223 shares; 2026Q2: 3,223 shares 3,223$97.3K0.01%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,285 shares; 2025Q1: 26,528 shares; 2025Q2: 27,679 shares; 2025Q3: 28,629 shares; 2025Q4: 33,799 shares; 2026Q1: 5,699 shares; 2026Q2: 3,829 shares 3,829$96.7K0.01%-1,870Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 405 shares; 2025Q3: 450 shares; 2025Q4: 580 shares; 2026Q1: 590 shares; 2026Q2: 525 shares 525$96.1K0.01%-65Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 502 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492$95.7K0.01%0Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688$95.2K0.01%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,081 shares; 2026Q1: 2,031 shares; 2026Q2: 2,031 shares 2,031$94.7K0.01%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 3,230 shares; 2025Q1: 3,078 shares; 2025Q2: 3,128 shares; 2025Q3: 3,043 shares; 2025Q4: 3,015 shares; 2026Q1: 2,725 shares; 2026Q2: 2,600 shares 2,600$90.5K0.01%-125Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 849 shares; 2025Q1: 1,175 shares; 2025Q2: 1,075 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005$87.3K0.01%0Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 1,489 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares; 2026Q2: 1,320 shares 1,320$87K0.01%-169Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,392 shares; 2024Q4: 45,760 shares; 2025Q1: 39,235 shares; 2025Q2: 34,710 shares; 2025Q3: 23,560 shares; 2025Q4: 21,535 shares; 2026Q1: 19,585 shares; 2026Q2: 8,010 shares 8,010$86.8K0.01%-11,575Timeline
MTUMISHARES TRQuarterly shares; 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: 401 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250$85.7K0.01%0Timeline
RBCAAREPUBLIC BANCORP INC KYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925$83.6K0.01%0Timeline
VRSNVERISIGN INCQuarterly shares; 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: 16 shares; 2026Q1: not reported; 2026Q2: 330 shares 330$83K0.01%newTimeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; 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: 1,583 shares 1,583$82.6K0.01%newTimeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 750 shares; 2025Q4: 709 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650$82.1K0.01%0Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625$82K0.01%0Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,739 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710$81.3K0.01%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,260 shares; 2025Q4: 1,476 shares; 2026Q1: 1,191 shares; 2026Q2: 740 shares 740$81.2K0.01%-451Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 175 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 650 shares; 2025Q4: 453 shares; 2026Q1: 385 shares; 2026Q2: 370 shares 370$80.8K0.01%-15Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,420 shares; 2025Q1: 13,674 shares; 2025Q2: 17,234 shares; 2025Q3: 18,594 shares; 2025Q4: 15,415 shares; 2026Q1: 6,835 shares; 2026Q2: 1,075 shares 1,075$79.5K0.01%-5,760Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,930 shares; 2024Q4: 11,156 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 671 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560$78.2K0.01%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,059 shares; 2024Q4: 13,006 shares; 2025Q1: 12,956 shares; 2025Q2: 12,906 shares; 2025Q3: 13,636 shares; 2025Q4: 6,832 shares; 2026Q1: 5,519 shares; 2026Q2: 2,770 shares 2,770$78.1K0.01%-2,749Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$77.7K0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 122 shares; 2026Q2: 137 shares 137$76.7K0.01%+15Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,490 shares; 2024Q4: 13,190 shares; 2025Q1: 14,260 shares; 2025Q2: 5,295 shares; 2025Q3: 5,235 shares; 2025Q4: 4,472 shares; 2026Q1: 1,700 shares; 2026Q2: 1,600 shares 1,600$76.7K0.01%-100Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 856 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656$76.6K0.01%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 83 shares; 2026Q2: 78 shares 78$76.3K0.01%-5Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 745 shares; 2025Q1: 733 shares; 2025Q2: 858 shares; 2025Q3: 654 shares; 2025Q4: 662 shares; 2026Q1: 647 shares; 2026Q2: 522 shares 522$76.3K0.01%-125Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000$76.2K0.01%0Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,175 shares; 2025Q1: 900 shares; 2025Q2: 650 shares; 2025Q3: 600 shares; 2025Q4: 525 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275$74.4K0.01%0Timeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,300 shares; 2024Q4: 6,250 shares; 2025Q1: 3,500 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900$74.2K0.01%0Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,192 shares; 2025Q4: 1,622 shares; 2026Q1: 1,559 shares; 2026Q2: 1,410 shares 1,410$72.3K0.01%-149Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,707 shares; 2025Q3: 1,347 shares; 2025Q4: 1,399 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347$70.6K0.01%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 660 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644$69.5K0.01%0Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 874 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895$67.8K0.01%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129$66.6K0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 4,565 shares; 2025Q1: 2,130 shares; 2025Q2: 1,730 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550$66.5K0.01%0Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 139 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$66.1K0.01%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 862 shares; 2025Q1: 620 shares; 2025Q2: 731 shares; 2025Q3: 796 shares; 2025Q4: 721 shares; 2026Q1: 711 shares; 2026Q2: 395 shares 395$65.8K0.01%-316Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,870 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 1,477 shares; 2026Q1: 1,450 shares; 2026Q2: 1,500 shares 1,500$64.8K0.01%+50Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600$64.7K0.01%0Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,721 shares; 2024Q4: 7,587 shares; 2025Q1: 5,972 shares; 2025Q2: 4,922 shares; 2025Q3: 1,422 shares; 2025Q4: 1,337 shares; 2026Q1: 1,037 shares; 2026Q2: 937 shares 937$64.6K0.01%-100Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720$63.7K0.01%0Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880$62.9K0.01%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,209 shares; 2024Q4: 2,250 shares; 2025Q1: 2,075 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,055 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534$62.8K0.01%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 17,123 shares; 2026Q1: 4,706 shares; 2026Q2: 1,836 shares 1,836$61.1K0.01%-2,870Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545$58.3K0.01%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,335 shares; 2025Q1: 568 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 201 shares; 2026Q1: 176 shares; 2026Q2: 126 shares 126$56.8K0.01%-50Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 711 shares; 2025Q1: 697 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 497 shares; 2026Q1: 477 shares; 2026Q2: 441 shares 441$56.4K0.01%-36Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 713 shares; 2026Q1: 660 shares; 2026Q2: 603 shares 603$56.3K0.01%-57Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 330 shares 330$54.2K0.01%+50Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357$54K0.01%0Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517$53.2K0.01%0Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584$52.8K0.01%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280$50K0.01%0Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$49.6K0.01%0Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900$49.4K0.01%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325$49.2K0.01%0Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556$48.1K0.01%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 3,909 shares; 2025Q4: 4,189 shares; 2026Q1: 1,310 shares; 2026Q2: 1,160 shares 1,160$47.4K0.01%-150Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; 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: 646 shares; 2026Q2: 529 shares 529$46.9K0.01%-117Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 500 shares; 2025Q1: 734 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500$45.6K0.01%0Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 7,000 shares; 2026Q2: 5,400 shares 5,400$45.6K0.01%-1,600Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864$45.3K0.01%0Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,380 shares; 2024Q4: 34,651 shares; 2025Q1: 20,115 shares; 2025Q2: 5,450 shares; 2025Q3: 1,015 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915$45.1K0.01%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 10 shares; 2026Q2: 250 shares 250$44.6K0.01%+240Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 10,520 shares; 2025Q2: 10,520 shares; 2025Q3: 10,520 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720$44.3K<0.01%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318$43.5K<0.01%0Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 296 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250$42.1K<0.01%0Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,266 shares; 2024Q4: 3,566 shares; 2025Q1: 10,566 shares; 2025Q2: 9,644 shares; 2025Q3: 9,644 shares; 2025Q4: 8,252 shares; 2026Q1: 7,252 shares; 2026Q2: 3,802 shares 3,802$41K<0.01%-3,450Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 6,053 shares; 2025Q1: 4,279 shares; 2025Q2: 4,004 shares; 2025Q3: 3,517 shares; 2025Q4: 2,014 shares; 2026Q1: 1,764 shares; 2026Q2: 1,664 shares 1,664$40.9K<0.01%-100Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 2,202 shares; 2025Q1: 2,149 shares; 2025Q2: 5,945 shares; 2025Q3: 1,779 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares; 2026Q2: 1,468 shares 1,468$40.2K<0.01%-16Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares 1,855$39.9K<0.01%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 75 shares 75$39.2K<0.01%-5Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533$36.2K<0.01%0Timeline
JSMDJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 350 shares 350$35.4K<0.01%-19Timeline
VLUEISHARES TRQuarterly shares; 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: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176$35.2K<0.01%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485$35.1K<0.01%0Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,066 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$33.9K<0.01%0Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 598 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 466 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336$33.7K<0.01%0Timeline
QABAFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500$33.6K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 1,419 shares 1,419$33.6K<0.01%0Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425$33.5K<0.01%0Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 931 shares; 2025Q1: 90 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 115 shares 115$33.4K<0.01%-10Timeline
VTVVANGUARD INDEX FDSQuarterly shares; 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: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152$33.1K<0.01%0Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 429 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400$33K<0.01%0Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; 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: 684 shares; 2026Q1: 684 shares; 2026Q2: 684 shares 684$32.9K<0.01%0Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635$32.7K<0.01%0Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,197 shares; 2025Q4: 2,205 shares; 2026Q1: 505 shares; 2026Q2: 380 shares 380$32.2K<0.01%-125Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 1,242 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200$31.8K<0.01%0Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 120 shares; 2026Q2: 117 shares 117$31.5K<0.01%-3Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175$30.4K<0.01%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 506 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401$30.4K<0.01%0Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 103 shares; 2025Q4: 183 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180$30.4K<0.01%0Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 596 shares 596$30.2K<0.01%0Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325$30K<0.01%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 444 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336$29.8K<0.01%0Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242$28.9K<0.01%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401$28.7K<0.01%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400$27.7K<0.01%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,877 shares; 2024Q4: 4,324 shares; 2025Q1: 4,213 shares; 2025Q2: 2,835 shares; 2025Q3: 2,391 shares; 2025Q4: 1,933 shares; 2026Q1: 506 shares; 2026Q2: 130 shares 130$26.7K<0.01%-376Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 341 shares; 2025Q3: 451 shares; 2025Q4: 496 shares; 2026Q1: 471 shares; 2026Q2: 116 shares 116$26.3K<0.01%-355Timeline
MMUWESTERN ASSET MANAGED MUNS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525$26.3K<0.01%0Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545$26.1K<0.01%0Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450$25.8K<0.01%0Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 776 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700$25.5K<0.01%0Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 800 shares; 2026Q2: 550 shares 550$25K<0.01%-250Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670$24.4K<0.01%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155$24.3K<0.01%0Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 988 shares; 2025Q3: 835 shares; 2025Q4: 635 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460$23.9K<0.01%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193$23.4K<0.01%0Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 400 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 475 shares; 2026Q1: 425 shares; 2026Q2: 375 shares 375$23.4K<0.01%-50Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 327 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300$22.9K<0.01%0Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares; 2026Q2: 2,020 shares 2,020$22.5K<0.01%+900Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 109 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$22.3K<0.01%0Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; 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: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165$22.2K<0.01%0Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 4,065 shares; 2025Q1: 5,390 shares; 2025Q2: 5,073 shares; 2025Q3: 4,848 shares; 2025Q4: 3,223 shares; 2026Q1: 1,648 shares; 2026Q2: 648 shares 648$22K<0.01%-1,000Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares; 2026Q1: 2,084 shares; 2026Q2: 2,084 shares 2,084$21.9K<0.01%0Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 2,775 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500$21.7K<0.01%0Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 3,213 shares; 2025Q1: 2,627 shares; 2025Q2: 2,041 shares; 2025Q3: 1,488 shares; 2025Q4: 1,633 shares; 2026Q1: 1,228 shares; 2026Q2: 252 shares 252$21.7K<0.01%-976Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$21.6K<0.01%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 100 shares 100$21.2K<0.01%-100Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 13 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56$21K<0.01%0Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252$20.5K<0.01%0Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 234 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196$20.4K<0.01%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 180 shares 180$20.1K<0.01%-200Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350$19.7K<0.01%newTimeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$19.3K<0.01%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$19.3K<0.01%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 888 shares; 2026Q1: 850 shares; 2026Q2: 300 shares 300$18.6K<0.01%-550Timeline
ANETARISTA NETWORKS INCQuarterly shares; 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: 48 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108$18.3K<0.01%0Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270$18.1K<0.01%0Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; 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: 368 shares; 2026Q2: 368 shares 368$17.6K<0.01%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 320 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55$16.8K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 1,069 shares; 2025Q3: 719 shares; 2025Q4: 683 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599$16K<0.01%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316$15.3K<0.01%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 52 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40$15K<0.01%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 1,043 shares; 2025Q1: 963 shares; 2025Q2: 638 shares; 2025Q3: 408 shares; 2025Q4: 423 shares; 2026Q1: 240 shares; 2026Q2: 200 shares 200$14.4K<0.01%-40Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 10 shares; 2025Q4: 110 shares; 2026Q1: 200 shares; 2026Q2: 185 shares 185$14.1K<0.01%-15Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 838 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730$13.9K<0.01%0Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 152 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$13.9K<0.01%0Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 313 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224$13.8K<0.01%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 75 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60$13.2K<0.01%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 175 shares; 2025Q1: 150 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 146 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50$13.1K<0.01%0Timeline
HSBCHSBC HLDGS PLCQuarterly shares; 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: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136$12.9K<0.01%0Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 293 shares; 2026Q2: 228 shares 228$12.9K<0.01%-65Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 230 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196$12.6K<0.01%0Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90$12.3K<0.01%0Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 500 shares; 2026Q2: 475 shares 475$12.3K<0.01%-25Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$12.1K<0.01%0Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125$11.9K<0.01%0Timeline
GABCGERMAN AMERN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,800 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250$11.9K<0.01%0Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 212 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149$11.5K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 740 shares; 2025Q1: 680 shares; 2025Q2: 1,780 shares; 2025Q3: 1,230 shares; 2025Q4: 1,394 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230$11.5K<0.01%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 600 shares 600$11.5K<0.01%+400Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$11K<0.01%0Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$10.9K<0.01%0Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326$10.7K<0.01%0Timeline
GSATGLOBALSTAR INCQuarterly shares; 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: 130 shares; 2026Q2: 130 shares 130$10.6K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC9,284$2.1Mshares
MZTIMARZETTI COMPANY2,457$340Kshares
DDDUPONT DE NEMOURS INC4,483$205Kshares
CSGSCSG SYS INTL INC1,570$126Kshares
MCRIMONARCH CASINO & RESORT INC1,173$112Kshares
SONYSONY GROUP CORP5,000$104Kshares
HIGHARTFORD INSURANCE GROUP INC700$94.7Kshares
TRVTRAVELERS COMPANIES INC247$72Kshares
SUNSUNOCO LP/SUNOCO FIN CORP1,022$66.4Kshares
TDSTELEPHONE & DATA SYS INC1,200$50.5Kshares
UNFUNIFIRST CORP MASS200$50.3Kshares
RSGREPUBLIC SVCS INC225$49.3Kshares
CTRACOTERRA ENERGY INC1,202$42.2Kshares
DARDARLING INGREDIENTS INC670$41.4Kshares
GSIEGOLDMAN SACHS ETF TR900$38.8Kshares
AZOAUTOZONE INC10$33.8Kshares
MRTNMARTEN TRANS LTD2,536$33.3Kshares
GEMGOLDMAN SACHS ETF TR750$32.4Kshares
SNXTD SYNNEX CORPORATION190$32.1Kshares
TDCTERADATA CORP DEL1,200$30.8Kshares
HTHHILLTOP HLDGS INC830$29.7Kshares
SNYSANOFI SA517$24.9Kshares
ALNYALNYLAM PHARMACEUTICALS INC50$16.5Kshares
SUISUN CMNTYS INC125$15.7Kshares
XGDVXGABELLI DIVID & INCOME TR333$8.97Kshares
ROPROPER TECHNOLOGIES INC25$8.85Kshares
MTDMETTLER TOLEDO INTERNATIONAL7$8.83Kshares
XCMUXMFS HIGH YIELD MUN TR2,000$7.16Kshares
NOCNORTHROP GRUMMAN CORP10$6.82Kshares
FICOFAIR ISAAC CORP6$6.41Kshares
RVTYREVVITY INC50$4.38Kshares
KMXCARMAX INC104$4.32Kshares
TELTE CONNECTIVITY PLC17$3.55Kshares
USHYISHARES TR79$2.91Kshares
CCLCARNIVAL CORP112$2.9Kshares
MKLMARKEL GROUP INC1$1.91Kshares
CORCENCORA INC5$1.57Kshares
HUBSHUBSPOT INC6$1.47Kshares
ELLAUDER ESTEE COS INC20$1.44Kshares
VAWVANGUARD WORLD FD3$676shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001730479-26-000003 base2026-07-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001730479-26-000003 Quarter ended 2026-06-302026-07-13acceptance time not in the bulk data set
13F-HR 0001730479-26-000002 Quarter ended 2026-03-312026-04-30acceptance time not in the bulk data set
13F-HR 0001730479-26-000001 Quarter ended 2025-12-312026-01-20acceptance time not in the bulk data set
13F-HR 0001730479-25-000005 Quarter ended 2025-09-302025-10-09acceptance time not in the bulk data set
13F-HR 0001730479-25-000004 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001730479-25-000002 Quarter ended 2025-03-312025-04-11acceptance time not in the bulk data set
13F-HR 0001730479-25-000001 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR 0001730479-24-000004 Quarter ended 2024-09-302024-10-09acceptance time not in the bulk data set
13F-HR 0001730479-24-000003 Quarter ended 2024-06-302024-07-25acceptance time not in the bulk data set
13F-HR 0001730479-24-000002 Quarter ended 2024-03-312024-04-16acceptance time not in the bulk data set
13F-HR 0001730479-24-000001 Quarter ended 2023-12-312024-01-23acceptance time not in the bulk data set
13F-HR 0001730479-23-000004 Quarter ended 2023-09-302023-10-16acceptance time not in the bulk data set
13F-HR 0001730479-23-000003 Quarter ended 2023-06-302023-07-07acceptance time not in the bulk data set
13F-HR 0001730479-23-000002 Quarter ended 2023-03-312023-04-06acceptance time not in the bulk data set
13F-HR 0001730479-23-000001 Quarter ended 2022-12-312023-01-09acceptance time not in the bulk data set
13F-HR 0001730479-22-000004 Quarter ended 2022-09-302022-10-06acceptance time not in the bulk data set
13F-HR 0001730479-22-000003 Quarter ended 2022-06-302022-07-06acceptance time not in the bulk data set
13F-HR 0001730479-22-000002 Quarter ended 2022-03-312022-04-14acceptance time not in the bulk data set
13F-HR 0001730479-22-000001 Quarter ended 2021-12-312022-01-26acceptance time not in the bulk data set
13F-HR 0001730479-21-000005 Quarter ended 2021-09-302021-10-26acceptance time not in the bulk data set
13F-HR 0001730479-21-000004 Quarter ended 2021-06-302021-07-23acceptance time not in the bulk data set
13F-HR 0001730479-21-000003 Quarter ended 2021-03-312021-04-21acceptance time not in the bulk data set
13F-HR 0001730479-21-000001 Quarter ended 2020-12-312021-01-22acceptance time not in the bulk data set
13F-HR 0001730479-20-000004 Quarter ended 2020-09-302020-10-05acceptance time not in the bulk data set
13F-HR 0001730479-20-000003 Quarter ended 2020-06-302020-07-08acceptance time not in the bulk data set
13F-HR 0001730479-20-000002 Quarter ended 2020-03-312020-04-23acceptance time not in the bulk data set
13F-HR 0001730479-20-000001 Quarter ended 2019-12-312020-01-31acceptance time not in the bulk data set
13F-HR 0001730479-19-000004 Quarter ended 2019-09-302019-10-21acceptance time not in the bulk data set
13F-HR 0001730479-19-000003 Quarter ended 2019-06-302019-07-23acceptance time not in the bulk data set
13F-HR 0001730479-19-000002 Quarter ended 2019-03-312019-04-29acceptance time not in the bulk data set
13F-HR 0001730479-19-000001 Quarter ended 2018-12-312019-01-28acceptance time not in the bulk data set
13F-HR 0001730479-18-000004 Quarter ended 2018-09-302018-10-17acceptance time not in the bulk data set
13F-HR 0001730479-18-000003 Quarter ended 2018-06-302018-08-07acceptance time not in the bulk data set
13F-HR 0001730479-18-000002 Quarter ended 2018-03-312018-04-18acceptance time not in the bulk data set
13F-HR 0001730479-18-000001 Quarter ended 2017-12-312018-02-08acceptance time not in the bulk data set