AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,896 shares; 2024Q4: 561,961 shares; 2025Q1: 948,914 shares; 2025Q2: 1,226,637 shares; 2025Q3: 1,185,991 shares; 2025Q4: 1,099,418 shares; 2026Q1: 1,090,475 shares; 2026Q2: 1,065,235 shares 1,065,235 $308M 5.29% -25,240 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,461 shares; 2024Q4: 451,628 shares; 2025Q1: 780,172 shares; 2025Q2: 965,531 shares; 2025Q3: 960,365 shares; 2025Q4: 920,364 shares; 2026Q1: 908,104 shares; 2026Q2: 882,651 shares 882,651 $177M 3.03% -25,453 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,222 shares; 2024Q4: 113,935 shares; 2025Q1: 116,667 shares; 2025Q2: 194,757 shares; 2025Q3: 197,604 shares; 2025Q4: 181,038 shares; 2026Q1: 175,087 shares; 2026Q2: 174,312 shares 174,312 $128M 2.2% -775 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,206 shares; 2024Q4: 179,340 shares; 2025Q1: 103,073 shares; 2025Q2: 145,336 shares; 2025Q3: 152,277 shares; 2025Q4: 139,225 shares; 2026Q1: not reported; 2026Q2: 147,919 shares 147,919 $102M 1.74% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,606 shares; 2024Q4: 201,070 shares; 2025Q1: 350,911 shares; 2025Q2: 467,470 shares; 2025Q3: 460,897 shares; 2025Q4: 429,039 shares; 2026Q1: 420,363 shares; 2026Q2: 405,558 shares 405,558 $96.7M 1.66% -14,805 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,636 shares; 2024Q4: 89,346 shares; 2025Q1: 103,511 shares; 2025Q2: 127,750 shares; 2025Q3: 129,044 shares; 2025Q4: 124,844 shares; 2026Q1: 126,655 shares; 2026Q2: 125,871 shares 125,871 $94M 1.61% -784 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,938 shares; 2024Q4: 116,404 shares; 2025Q1: 188,065 shares; 2025Q2: 255,905 shares; 2025Q3: 258,982 shares; 2025Q4: 236,720 shares; 2026Q1: not reported; 2026Q2: 238,682 shares 238,682 $89M 1.53% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,854 shares; 2024Q4: 80,365 shares; 2025Q1: 69,800 shares; 2025Q2: 116,004 shares; 2025Q3: 116,962 shares; 2025Q4: 116,022 shares; 2026Q1: not reported; 2026Q2: 112,278 shares 112,278 $84.1M 1.44% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,039 shares; 2024Q4: 119,980 shares; 2025Q1: 117,939 shares; 2025Q2: 196,072 shares; 2025Q3: 196,370 shares; 2025Q4: 181,891 shares; 2026Q1: 179,491 shares; 2026Q2: 178,659 shares 178,659 $63.1M 1.08% -832 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,436 shares; 2024Q4: 562,126 shares; 2025Q1: 524,080 shares; 2025Q2: 698,756 shares; 2025Q3: 703,482 shares; 2025Q4: 719,151 shares; 2026Q1: 736,631 shares; 2026Q2: 734,223 shares 734,223 $55.6M 0.96% -2,408 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,077 shares; 2024Q4: 53,292 shares; 2025Q1: 99,252 shares; 2025Q2: 122,008 shares; 2025Q3: 118,875 shares; 2025Q4: 113,622 shares; 2026Q1: 112,292 shares; 2026Q2: 110,601 shares 110,601 $55.3M 0.95% -1,691 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,964 shares; 2024Q4: 69,361 shares; 2025Q1: 51,512 shares; 2025Q2: 117,772 shares; 2025Q3: 120,956 shares; 2025Q4: 121,365 shares; 2026Q1: not reported; 2026Q2: 633,442 shares 633,442 $54.6M 0.94% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,588 shares; 2024Q4: 137,821 shares; 2025Q1: 94,496 shares; 2025Q2: 207,886 shares; 2025Q3: 216,372 shares; 2025Q4: 216,965 shares; 2026Q1: not reported; 2026Q2: 245,269 shares 245,269 $53.5M 0.92% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,521 shares; 2024Q4: 77,310 shares; 2025Q1: 69,157 shares; 2025Q2: 119,962 shares; 2025Q3: 120,907 shares; 2025Q4: 94,342 shares; 2026Q1: not reported; 2026Q2: 142,428 shares 142,428 $52.7M 0.9% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,369 shares; 2024Q4: 440,285 shares; 2025Q1: 406,243 shares; 2025Q2: 682,289 shares; 2025Q3: 692,390 shares; 2025Q4: 671,887 shares; 2026Q1: not reported; 2026Q2: 703,640 shares 703,640 $50.1M 0.86% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,233 shares; 2024Q4: 75,002 shares; 2025Q1: 105,906 shares; 2025Q2: 134,854 shares; 2025Q3: 147,746 shares; 2025Q4: 143,200 shares; 2026Q1: 133,219 shares; 2026Q2: 132,277 shares 132,277 $47.3M 0.81% -942 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,108 shares; 2024Q4: 104,464 shares; 2025Q1: 68,614 shares; 2025Q2: 126,530 shares; 2025Q3: 121,546 shares; 2025Q4: 250,919 shares; 2026Q1: 253,774 shares; 2026Q2: 247,691 shares 247,691 $47.2M 0.81% -6,083 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,053 shares; 2024Q4: 247,374 shares; 2025Q1: 238,202 shares; 2025Q2: 288,427 shares; 2025Q3: 303,061 shares; 2025Q4: 315,588 shares; 2026Q1: not reported; 2026Q2: 332,923 shares 332,923 $45.8M 0.79% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,869 shares; 2024Q4: 146,827 shares; 2025Q1: 343,260 shares; 2025Q2: 365,407 shares; 2025Q3: 361,321 shares; 2025Q4: 345,146 shares; 2026Q1: 343,478 shares; 2026Q2: 332,186 shares 332,186 $45.4M 0.78% -11,292 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,204 shares; 2024Q4: 17,533 shares; 2025Q1: 29,273 shares; 2025Q2: 29,754 shares; 2025Q3: 30,405 shares; 2025Q4: 36,562 shares; 2026Q1: not reported; 2026Q2: 32,411 shares 32,411 $37.4M 0.64% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,560 shares; 2024Q4: 57,740 shares; 2025Q1: 93,952 shares; 2025Q2: 120,483 shares; 2025Q3: 120,900 shares; 2025Q4: 117,768 shares; 2026Q1: 116,797 shares; 2026Q2: 113,083 shares 113,083 $37M 0.64% -3,714 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,548 shares; 2024Q4: 9,848 shares; 2025Q1: 18,808 shares; 2025Q2: 25,109 shares; 2025Q3: 25,895 shares; 2025Q4: 26,136 shares; 2026Q1: not reported; 2026Q2: 30,412 shares 30,412 $36.5M 0.63% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,940 shares; 2024Q4: 170,470 shares; 2025Q1: 466,620 shares; 2025Q2: 473,685 shares; 2025Q3: 514,904 shares; 2025Q4: 597,554 shares; 2026Q1: 654,069 shares; 2026Q2: 697,745 shares 697,745 $35.2M 0.6% +43,676 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,807 shares; 2024Q4: 15,938 shares; 2025Q1: 39,874 shares; 2025Q2: 40,088 shares; 2025Q3: 44,550 shares; 2025Q4: 49,814 shares; 2026Q1: 49,639 shares; 2026Q2: 46,176 shares 46,176 $33.4M 0.57% -3,463 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,784 shares; 2024Q4: 29,924 shares; 2025Q1: 63,040 shares; 2025Q2: 76,608 shares; 2025Q3: 75,772 shares; 2025Q4: 74,405 shares; 2026Q1: 78,529 shares; 2026Q2: 76,362 shares 76,362 $32.1M 0.55% -2,167 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,796 shares; 2024Q4: 35,283 shares; 2025Q1: 44,852 shares; 2025Q2: 49,618 shares; 2025Q3: 49,537 shares; 2025Q4: 49,737 shares; 2026Q1: 55,234 shares; 2026Q2: 52,122 shares 52,122 $30.3M 0.52% -3,112 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,281 shares; 2024Q4: 63,005 shares; 2025Q1: 111,022 shares; 2025Q2: 128,165 shares; 2025Q3: 130,934 shares; 2025Q4: 117,789 shares; 2026Q1: not reported; 2026Q2: 113,666 shares 113,666 $28.9M 0.5% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,195 shares; 2024Q4: 57,936 shares; 2025Q1: 166,073 shares; 2025Q2: 244,565 shares; 2025Q3: 259,279 shares; 2025Q4: 286,010 shares; 2026Q1: not reported; 2026Q2: 460,588 shares 460,588 $28.6M 0.49% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,128 shares; 2024Q4: 135,909 shares; 2025Q1: 169,400 shares; 2025Q2: 293,750 shares; 2025Q3: 286,178 shares; 2025Q4: 246,115 shares; 2026Q1: not reported; 2026Q2: 246,331 shares 246,331 $27.9M 0.48% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,197 shares; 2024Q4: 13,160 shares; 2025Q1: 21,146 shares; 2025Q2: 25,362 shares; 2025Q3: 25,718 shares; 2025Q4: 26,942 shares; 2026Q1: 26,718 shares; 2026Q2: 233,082 shares 233,082 $27.9M 0.48% +206,364 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,838 shares; 2024Q4: 67,506 shares; 2025Q1: 69,462 shares; 2025Q2: 80,184 shares; 2025Q3: 82,110 shares; 2025Q4: 91,869 shares; 2026Q1: not reported; 2026Q2: 91,810 shares 91,810 $27.6M 0.47% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,650 shares; 2024Q4: 27,322 shares; 2025Q1: 31,197 shares; 2025Q2: 49,941 shares; 2025Q3: 50,998 shares; 2025Q4: 49,341 shares; 2026Q1: 46,443 shares; 2026Q2: 47,101 shares 47,101 $26.5M 0.46% +658 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,215 shares; 2024Q4: 41,667 shares; 2025Q1: 23,615 shares; 2025Q2: 34,701 shares; 2025Q3: 31,836 shares; 2025Q4: 32,641 shares; 2026Q1: 34,927 shares; 2026Q2: 39,474 shares 39,474 $25.9M 0.44% +4,547 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,732 shares; 2024Q4: 104,262 shares; 2025Q1: 1,428,371 shares; 2025Q2: 1,479,459 shares; 2025Q3: 1,568,964 shares; 2025Q4: 1,626,283 shares; 2026Q1: 12,768 shares; 2026Q2: 1,510,792 shares 1,510,792 $25.2M 0.43% +1,498,024 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,350 shares; 2024Q4: 30,927 shares; 2025Q1: 14,599 shares; 2025Q2: 32,222 shares; 2025Q3: 46,074 shares; 2025Q4: 46,068 shares; 2026Q1: 47,282 shares; 2026Q2: 48,257 shares 48,257 $25.2M 0.43% +975 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,869 shares; 2024Q4: 36,708 shares; 2025Q1: 46,902 shares; 2025Q2: 72,136 shares; 2025Q3: 76,055 shares; 2025Q4: 69,682 shares; 2026Q1: 68,016 shares; 2026Q2: 65,346 shares 65,346 $24.7M 0.42% -2,670 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,572 shares; 2024Q4: 9,656 shares; 2025Q1: 22,616 shares; 2025Q2: 24,772 shares; 2025Q3: 24,714 shares; 2025Q4: 23,560 shares; 2026Q1: not reported; 2026Q2: 22,702 shares 22,702 $24.2M 0.41% new Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,069 shares; 2024Q4: 236,068 shares; 2025Q1: 281,581 shares; 2025Q2: 381,921 shares; 2025Q3: 396,837 shares; 2025Q4: 402,290 shares; 2026Q1: 41,839 shares; 2026Q2: 378,467 shares 378,467 $24.1M 0.41% +336,628 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,074 shares; 2024Q4: 112,026 shares; 2025Q1: 65,766 shares; 2025Q2: 126,875 shares; 2025Q3: 134,583 shares; 2025Q4: 98,156 shares; 2026Q1: not reported; 2026Q2: 99,741 shares 99,741 $23.6M 0.41% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,679 shares; 2024Q4: 434,282 shares; 2025Q1: 343,368 shares; 2025Q2: 522,454 shares; 2025Q3: 528,538 shares; 2025Q4: 506,956 shares; 2026Q1: 524,978 shares; 2026Q2: 391,298 shares 391,298 $22.1M 0.38% -133,680 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,569 shares; 2024Q4: 159,640 shares; 2025Q1: 185,289 shares; 2025Q2: 264,875 shares; 2025Q3: 273,925 shares; 2025Q4: 281,602 shares; 2026Q1: 266,467 shares; 2026Q2: 256,226 shares 256,226 $21.9M 0.38% -10,241 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,563 shares; 2024Q4: 11,314 shares; 2025Q1: 13,922 shares; 2025Q2: 25,823 shares; 2025Q3: 23,259 shares; 2025Q4: 22,572 shares; 2026Q1: 22,513 shares; 2026Q2: 22,308 shares 22,308 $20.9M 0.36% -205 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,714 shares; 2024Q4: 45,375 shares; 2025Q1: 109,236 shares; 2025Q2: 129,860 shares; 2025Q3: 132,489 shares; 2025Q4: 125,275 shares; 2026Q1: not reported; 2026Q2: 125,879 shares 125,879 $20.9M 0.36% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,456 shares; 2024Q4: 73,613 shares; 2025Q1: 75,589 shares; 2025Q2: 77,457 shares; 2025Q3: 78,046 shares; 2025Q4: 79,024 shares; 2026Q1: not reported; 2026Q2: 82,765 shares 82,765 $20.4M 0.35% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,075 shares; 2024Q4: 31,775 shares; 2025Q1: 30,202 shares; 2025Q2: 48,860 shares; 2025Q3: 52,622 shares; 2025Q4: 56,200 shares; 2026Q1: 58,492 shares; 2026Q2: 54,577 shares 54,577 $20.1M 0.35% -3,915 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,456 shares; 2024Q4: 26,336 shares; 2025Q1: 26,008 shares; 2025Q2: 63,948 shares; 2025Q3: 85,885 shares; 2025Q4: 159,232 shares; 2026Q1: 212,357 shares; 2026Q2: 216,150 shares 216,150 $19.8M 0.34% +3,793 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,891 shares; 2024Q4: 14,211 shares; 2025Q1: 45,814 shares; 2025Q2: 63,846 shares; 2025Q3: 67,053 shares; 2025Q4: 63,947 shares; 2026Q1: not reported; 2026Q2: 52,727 shares 52,727 $19.7M 0.34% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,591 shares; 2024Q4: 219,931 shares; 2025Q1: 203,878 shares; 2025Q2: 300,046 shares; 2025Q3: 331,086 shares; 2025Q4: 354,460 shares; 2026Q1: 359,233 shares; 2026Q2: 387,461 shares 387,461 $19.6M 0.34% +28,228 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,563 shares; 2024Q4: 295,410 shares; 2025Q1: 429,829 shares; 2025Q2: 494,467 shares; 2025Q3: 380,051 shares; 2025Q4: 349,122 shares; 2026Q1: 318,908 shares; 2026Q2: 312,168 shares 312,168 $19.4M 0.33% -6,740 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,929 shares; 2024Q4: 72,538 shares; 2025Q1: 179,320 shares; 2025Q2: 182,836 shares; 2025Q3: 184,589 shares; 2025Q4: 180,789 shares; 2026Q1: not reported; 2026Q2: 178,789 shares 178,789 $19.2M 0.33% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,423 shares; 2024Q4: 4,667 shares; 2025Q1: 12,483 shares; 2025Q2: 12,969 shares; 2025Q3: 16,247 shares; 2025Q4: 17,594 shares; 2026Q1: 17,895 shares; 2026Q2: 15,930 shares 15,930 $18.7M 0.32% -1,965 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,143 shares; 2024Q4: 39,317 shares; 2025Q1: 63,378 shares; 2025Q2: 88,667 shares; 2025Q3: 89,113 shares; 2025Q4: 75,500 shares; 2026Q1: 74,738 shares; 2026Q2: 73,916 shares 73,916 $18.6M 0.32% -822 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,088 shares; 2024Q4: 61,692 shares; 2025Q1: 64,697 shares; 2025Q2: 72,340 shares; 2025Q3: 76,997 shares; 2025Q4: 81,053 shares; 2026Q1: not reported; 2026Q2: 81,791 shares 81,791 $18.6M 0.32% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,849 shares; 2024Q4: 344,279 shares; 2025Q1: 314,616 shares; 2025Q2: 367,653 shares; 2025Q3: 424,106 shares; 2025Q4: 488,208 shares; 2026Q1: not reported; 2026Q2: 543,703 shares 543,703 $18.4M 0.32% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,897 shares; 2024Q4: 11,756 shares; 2025Q1: 21,130 shares; 2025Q2: 25,028 shares; 2025Q3: 25,357 shares; 2025Q4: 24,364 shares; 2026Q1: not reported; 2026Q2: 60,411 shares 60,411 $18M 0.31% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,242 shares; 2024Q4: 14,625 shares; 2025Q1: 93,602 shares; 2025Q2: 97,465 shares; 2025Q3: 98,559 shares; 2025Q4: 98,801 shares; 2026Q1: not reported; 2026Q2: 98,734 shares 98,734 $17.9M 0.31% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,722 shares; 2024Q4: 28,078 shares; 2025Q1: 42,762 shares; 2025Q2: 69,131 shares; 2025Q3: 66,368 shares; 2025Q4: 61,417 shares; 2026Q1: not reported; 2026Q2: 49,843 shares 49,843 $17.6M 0.3% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,504 shares; 2024Q4: 28,647 shares; 2025Q1: 51,786 shares; 2025Q2: 60,715 shares; 2025Q3: 64,401 shares; 2025Q4: 90,661 shares; 2026Q1: 95,064 shares; 2026Q2: 99,504 shares 99,504 $17.6M 0.3% +4,440 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,530 shares; 2024Q4: 52,858 shares; 2025Q1: 15,190 shares; 2025Q2: 82,227 shares; 2025Q3: 87,962 shares; 2025Q4: 89,154 shares; 2026Q1: 86,143 shares; 2026Q2: 94,440 shares 94,440 $17.5M 0.3% +8,297 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,496 shares; 2024Q4: 123,243 shares; 2025Q1: 140,946 shares; 2025Q2: 269,164 shares; 2025Q3: 283,400 shares; 2025Q4: 288,522 shares; 2026Q1: not reported; 2026Q2: 292,530 shares 292,530 $17.5M 0.3% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,858 shares; 2024Q4: 7,543 shares; 2025Q1: 18,385 shares; 2025Q2: 25,088 shares; 2025Q3: 31,556 shares; 2025Q4: 32,074 shares; 2026Q1: not reported; 2026Q2: 35,095 shares 35,095 $16.8M 0.29% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,810 shares; 2024Q4: 37,324 shares; 2025Q1: 29,549 shares; 2025Q2: 53,804 shares; 2025Q3: 62,053 shares; 2025Q4: 53,032 shares; 2026Q1: not reported; 2026Q2: 207,364 shares 207,364 $16.7M 0.29% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,967 shares; 2024Q4: 449,470 shares; 2025Q1: 82,096 shares; 2025Q2: 1,047,067 shares; 2025Q3: 946,672 shares; 2025Q4: 809,887 shares; 2026Q1: 940,648 shares; 2026Q2: 906,062 shares 906,062 $16.7M 0.29% -34,586 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,452 shares; 2024Q4: 127,763 shares; 2025Q1: 117,319 shares; 2025Q2: 148,032 shares; 2025Q3: 150,597 shares; 2025Q4: 153,470 shares; 2026Q1: not reported; 2026Q2: 160,300 shares 160,300 $16.7M 0.29% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,355 shares; 2024Q4: 65,122 shares; 2025Q1: 93,085 shares; 2025Q2: 141,380 shares; 2025Q3: 133,019 shares; 2025Q4: 116,399 shares; 2026Q1: not reported; 2026Q2: 113,085 shares 113,085 $16.6M 0.28% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,934 shares; 2024Q4: 85,883 shares; 2025Q1: 80,791 shares; 2025Q2: 92,970 shares; 2025Q3: 93,808 shares; 2025Q4: 101,560 shares; 2026Q1: 103,561 shares; 2026Q2: 101,960 shares 101,960 $16.2M 0.28% -1,601 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,276 shares; 2024Q4: 18,224 shares; 2025Q1: 174,925 shares; 2025Q2: 210,665 shares; 2025Q3: 221,485 shares; 2025Q4: 244,715 shares; 2026Q1: not reported; 2026Q2: 354,540 shares 354,540 $16.1M 0.28% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,545 shares; 2024Q4: 33,378 shares; 2025Q1: 27,860 shares; 2025Q2: 54,975 shares; 2025Q3: 57,800 shares; 2025Q4: 51,567 shares; 2026Q1: not reported; 2026Q2: 53,027 shares 53,027 $16.1M 0.28% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,531 shares; 2024Q4: 27,560 shares; 2025Q1: 81,506 shares; 2025Q2: 88,644 shares; 2025Q3: 95,729 shares; 2025Q4: 100,157 shares; 2026Q1: not reported; 2026Q2: 114,889 shares 114,889 $16M 0.28% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,797 shares; 2024Q4: 70,721 shares; 2025Q1: 85,493 shares; 2025Q2: 87,090 shares; 2025Q3: 91,383 shares; 2025Q4: 105,998 shares; 2026Q1: 154,431 shares; 2026Q2: 193,707 shares 193,707 $15.7M 0.27% +39,276 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,653 shares; 2024Q4: 11,604 shares; 2025Q1: 135,032 shares; 2025Q2: 150,813 shares; 2025Q3: 175,461 shares; 2025Q4: 214,822 shares; 2026Q1: 258,518 shares; 2026Q2: 314,086 shares 314,086 $15.5M 0.27% +55,568 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,980 shares; 2024Q4: 111,842 shares; 2025Q1: 54,117 shares; 2025Q2: 57,342 shares; 2025Q3: 60,007 shares; 2025Q4: 61,274 shares; 2026Q1: not reported; 2026Q2: 60,936 shares 60,936 $15.4M 0.26% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,401 shares; 2024Q4: 141,272 shares; 2025Q1: 115,689 shares; 2025Q2: 157,993 shares; 2025Q3: 159,829 shares; 2025Q4: 169,180 shares; 2026Q1: 178,711 shares; 2026Q2: 184,785 shares 184,785 $15.4M 0.26% +6,074 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,216 shares; 2024Q4: 10,411 shares; 2025Q1: 23,501 shares; 2025Q2: 26,409 shares; 2025Q3: 28,307 shares; 2025Q4: 28,450 shares; 2026Q1: not reported; 2026Q2: 181,189 shares 181,189 $15M 0.26% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,833 shares; 2024Q4: 25,628 shares; 2025Q1: 30,383 shares; 2025Q2: 52,585 shares; 2025Q3: 48,529 shares; 2025Q4: 45,899 shares; 2026Q1: 43,923 shares; 2026Q2: 42,509 shares 42,509 $14.6M 0.25% -1,414 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,658 shares; 2024Q4: 177,456 shares; 2025Q1: 289,512 shares; 2025Q2: 297,205 shares; 2025Q3: 307,240 shares; 2025Q4: 321,990 shares; 2026Q1: 333,920 shares; 2026Q2: 332,601 shares 332,601 $14.3M 0.25% -1,319 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,549 shares; 2024Q4: 18,399 shares; 2025Q1: 21,896 shares; 2025Q2: 28,346 shares; 2025Q3: 29,588 shares; 2025Q4: 30,988 shares; 2026Q1: not reported; 2026Q2: 160,865 shares 160,865 $14.1M 0.24% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,026 shares; 2024Q4: 18,922 shares; 2025Q1: 46,675 shares; 2025Q2: 49,394 shares; 2025Q3: 52,177 shares; 2025Q4: 51,920 shares; 2026Q1: not reported; 2026Q2: 50,284 shares 50,284 $14.1M 0.24% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,757 shares; 2025Q2: 23,051 shares; 2025Q3: 45,549 shares; 2025Q4: 46,806 shares; 2026Q1: not reported; 2026Q2: 46,673 shares 46,673 $13.9M 0.24% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,808 shares; 2024Q4: 24,167 shares; 2025Q1: 22,893 shares; 2025Q2: 36,061 shares; 2025Q3: 39,616 shares; 2025Q4: 41,494 shares; 2026Q1: not reported; 2026Q2: 37,980 shares 37,980 $13.9M 0.24% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,135 shares; 2024Q4: 141,504 shares; 2025Q1: 154,033 shares; 2025Q2: 196,221 shares; 2025Q3: 189,081 shares; 2025Q4: 178,380 shares; 2026Q1: not reported; 2026Q2: 179,634 shares 179,634 $13.9M 0.24% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,163 shares; 2024Q4: 87,306 shares; 2025Q1: 169,029 shares; 2025Q2: 164,523 shares; 2025Q3: 169,056 shares; 2025Q4: 167,583 shares; 2026Q1: not reported; 2026Q2: 170,249 shares 170,249 $13.8M 0.24% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,774 shares; 2025Q2: 40,851 shares; 2025Q3: 55,217 shares; 2025Q4: 60,058 shares; 2026Q1: not reported; 2026Q2: 54,099 shares 54,099 $13.8M 0.24% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,602 shares; 2024Q4: 42,668 shares; 2025Q1: 26,214 shares; 2025Q2: 39,084 shares; 2025Q3: 39,590 shares; 2025Q4: 39,607 shares; 2026Q1: 37,574 shares; 2026Q2: 38,155 shares 38,155 $13.8M 0.24% +581 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,459 shares; 2024Q4: 50,350 shares; 2025Q1: 161,663 shares; 2025Q2: 166,571 shares; 2025Q3: 158,250 shares; 2025Q4: 150,043 shares; 2026Q1: 157,831 shares; 2026Q2: 156,107 shares 156,107 $13.7M 0.24% -1,724 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,960 shares; 2024Q4: 24,413 shares; 2025Q1: 76,231 shares; 2025Q2: 77,981 shares; 2025Q3: 77,563 shares; 2025Q4: 77,778 shares; 2026Q1: 76,827 shares; 2026Q2: 80,247 shares 80,247 $13.7M 0.23% +3,420 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,246 shares; 2024Q4: 14,548 shares; 2025Q1: 26,969 shares; 2025Q2: 33,754 shares; 2025Q3: 31,477 shares; 2025Q4: 26,443 shares; 2026Q1: not reported; 2026Q2: 26,762 shares 26,762 $13.6M 0.23% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,387 shares; 2024Q4: 30,597 shares; 2025Q1: 127,440 shares; 2025Q2: 129,436 shares; 2025Q3: 128,212 shares; 2025Q4: 127,747 shares; 2026Q1: 131,232 shares; 2026Q2: 128,938 shares 128,938 $13.4M 0.23% -2,294 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,953 shares; 2024Q4: 66,263 shares; 2025Q1: 75,537 shares; 2025Q2: 123,085 shares; 2025Q3: 131,278 shares; 2025Q4: 131,933 shares; 2026Q1: not reported; 2026Q2: 135,121 shares 135,121 $13.4M 0.23% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,379 shares; 2024Q4: 37,652 shares; 2025Q1: 158,944 shares; 2025Q2: 179,584 shares; 2025Q3: 179,897 shares; 2025Q4: 194,127 shares; 2026Q1: 186,528 shares; 2026Q2: 185,408 shares 185,408 $13.3M 0.23% -1,120 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,621 shares; 2024Q4: 38,447 shares; 2025Q1: 71,249 shares; 2025Q2: 81,164 shares; 2025Q3: 81,260 shares; 2025Q4: 74,490 shares; 2026Q1: 74,490 shares; 2026Q2: 70,249 shares 70,249 $13.3M 0.23% -4,241 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,221 shares; 2024Q4: 10,331 shares; 2025Q1: 143,401 shares; 2025Q2: 209,745 shares; 2025Q3: 243,439 shares; 2025Q4: 253,998 shares; 2026Q1: 253,469 shares; 2026Q2: 262,299 shares 262,299 $13.3M 0.23% +8,830 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,388 shares; 2024Q4: 207,489 shares; 2025Q1: 323,773 shares; 2025Q2: 386,662 shares; 2025Q3: 386,045 shares; 2025Q4: 343,540 shares; 2026Q1: 329,816 shares; 2026Q2: 313,160 shares 313,160 $13.3M 0.23% -16,656 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,461 shares; 2024Q4: 332,579 shares; 2025Q1: 77,853 shares; 2025Q2: 362,956 shares; 2025Q3: 365,774 shares; 2025Q4: 358,292 shares; 2026Q1: not reported; 2026Q2: 323,107 shares 323,107 $13.2M 0.23% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,949 shares; 2024Q4: 139,056 shares; 2025Q1: 155,705 shares; 2025Q2: 197,513 shares; 2025Q3: 194,240 shares; 2025Q4: 222,628 shares; 2026Q1: 247,217 shares; 2026Q2: 263,550 shares 263,550 $13.1M 0.22% +16,333 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,119 shares; 2024Q4: 60,135 shares; 2025Q1: 73,957 shares; 2025Q2: 107,512 shares; 2025Q3: 114,605 shares; 2025Q4: 112,833 shares; 2026Q1: 95,977 shares; 2026Q2: 111,221 shares 111,221 $13M 0.22% +15,244 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,716 shares; 2024Q4: 58,772 shares; 2025Q1: 93,400 shares; 2025Q2: 120,043 shares; 2025Q3: 119,729 shares; 2025Q4: 102,786 shares; 2026Q1: 101,517 shares; 2026Q2: 100,135 shares 100,135 $12.9M 0.22% -1,382 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,166 shares; 2024Q4: 7,881 shares; 2025Q1: 9,861 shares; 2025Q2: 12,529 shares; 2025Q3: 12,074 shares; 2025Q4: 12,038 shares; 2026Q1: 12,516 shares; 2026Q2: 12,711 shares 12,711 $12.9M 0.22% +195 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463,831 shares; 2026Q2: 428,096 shares 428,096 $12.8M 0.22% -35,735 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,444 shares; 2024Q4: 207,202 shares; 2025Q1: 235,599 shares; 2025Q2: 238,908 shares; 2025Q3: 239,866 shares; 2025Q4: 252,466 shares; 2026Q1: 236,196 shares; 2026Q2: 248,788 shares 248,788 $12.6M 0.22% +12,592 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,929 shares; 2025Q4: not reported; 2026Q1: 7,125 shares; 2026Q2: 5,516 shares 5,516 $12.5M 0.22% -1,609 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,603 shares; 2024Q4: 110,437 shares; 2025Q1: 239,391 shares; 2025Q2: 270,060 shares; 2025Q3: 274,201 shares; 2025Q4: 253,671 shares; 2026Q1: 215,760 shares; 2026Q2: 216,525 shares 216,525 $12.3M 0.21% +765 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,942 shares; 2024Q4: 289,538 shares; 2025Q1: 497,830 shares; 2025Q2: 607,679 shares; 2025Q3: 615,046 shares; 2025Q4: 612,881 shares; 2026Q1: 599,544 shares; 2026Q2: 585,889 shares 585,889 $12.1M 0.21% -13,655 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,579 shares; 2024Q4: 56,265 shares; 2025Q1: 76,032 shares; 2025Q2: 126,745 shares; 2025Q3: 130,232 shares; 2025Q4: 138,648 shares; 2026Q1: not reported; 2026Q2: 154,496 shares 154,496 $12M 0.21% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,967 shares; 2024Q4: 21,078 shares; 2025Q1: 20,900 shares; 2025Q2: 25,303 shares; 2025Q3: 25,351 shares; 2025Q4: 26,075 shares; 2026Q1: not reported; 2026Q2: 96,570 shares 96,570 $12M 0.21% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,057 shares; 2024Q4: 100,063 shares; 2025Q1: 143,949 shares; 2025Q2: 148,426 shares; 2025Q3: 156,763 shares; 2025Q4: 166,905 shares; 2026Q1: 169,793 shares; 2026Q2: 164,746 shares 164,746 $11.9M 0.2% -5,047 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,200 shares; 2025Q4: 17,609 shares; 2026Q1: 55,401 shares; 2026Q2: 207,608 shares 207,608 $11.8M 0.2% +152,207 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,385 shares; 2024Q4: 4,161 shares; 2025Q1: 9,806 shares; 2025Q2: 11,805 shares; 2025Q3: 12,939 shares; 2025Q4: 14,625 shares; 2026Q1: 14,264 shares; 2026Q2: 16,038 shares 16,038 $11.5M 0.2% +1,774 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,274 shares; 2024Q4: 61,231 shares; 2025Q1: 92,529 shares; 2025Q2: 113,716 shares; 2025Q3: 113,638 shares; 2025Q4: 113,316 shares; 2026Q1: 115,633 shares; 2026Q2: 118,738 shares 118,738 $11.5M 0.2% +3,105 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,349 shares; 2024Q4: 23,365 shares; 2025Q1: 49,915 shares; 2025Q2: 53,083 shares; 2025Q3: 53,817 shares; 2025Q4: 54,821 shares; 2026Q1: 56,314 shares; 2026Q2: 52,338 shares 52,338 $11.3M 0.19% -3,976 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,073 shares; 2024Q4: 85,261 shares; 2025Q1: 90,874 shares; 2025Q2: 173,445 shares; 2025Q3: 183,781 shares; 2025Q4: 190,296 shares; 2026Q1: 196,610 shares; 2026Q2: 229,918 shares 229,918 $11.1M 0.19% +33,308 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,323 shares; 2025Q2: 109,061 shares; 2025Q3: 117,725 shares; 2025Q4: 144,709 shares; 2026Q1: not reported; 2026Q2: 212,837 shares 212,837 $10.8M 0.19% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,137 shares; 2024Q4: 36,886 shares; 2025Q1: 93,930 shares; 2025Q2: 88,318 shares; 2025Q3: 90,107 shares; 2025Q4: 92,571 shares; 2026Q1: 92,002 shares; 2026Q2: 85,648 shares 85,648 $10.8M 0.19% -6,354 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,141 shares; 2025Q2: 81,079 shares; 2025Q3: 79,400 shares; 2025Q4: 80,007 shares; 2026Q1: not reported; 2026Q2: 1,023,649 shares 1,023,649 $10.8M 0.19% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,913 shares; 2024Q4: 37,334 shares; 2025Q1: 30,498 shares; 2025Q2: 63,299 shares; 2025Q3: 63,993 shares; 2025Q4: 63,148 shares; 2026Q1: not reported; 2026Q2: 65,655 shares 65,655 $10.8M 0.19% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 15 shares; 2025Q2: 16 shares; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $10.5M 0.18% new Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,633 shares; 2024Q4: 128,377 shares; 2025Q1: not reported; 2025Q2: 569,186 shares; 2025Q3: 503,595 shares; 2025Q4: 463,108 shares; 2026Q1: 470,611 shares; 2026Q2: 467,472 shares 467,472 $10.3M 0.18% -3,139 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,944 shares; 2024Q4: 107,895 shares; 2025Q1: 173,937 shares; 2025Q2: 197,321 shares; 2025Q3: 205,694 shares; 2025Q4: 191,845 shares; 2026Q1: 188,003 shares; 2026Q2: 176,784 shares 176,784 $10.3M 0.18% -11,219 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,507 shares; 2024Q4: 102,004 shares; 2025Q1: 83,789 shares; 2025Q2: 108,791 shares; 2025Q3: 102,529 shares; 2025Q4: 102,613 shares; 2026Q1: 103,366 shares; 2026Q2: 104,834 shares 104,834 $10.1M 0.17% +1,468 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,609 shares; 2024Q4: 46,081 shares; 2025Q1: 69,299 shares; 2025Q2: 137,519 shares; 2025Q3: 159,385 shares; 2025Q4: 165,583 shares; 2026Q1: 189,901 shares; 2026Q2: 195,021 shares 195,021 $10.1M 0.17% +5,120 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,270 shares; 2024Q4: 766,719 shares; 2025Q1: 191,133 shares; 2025Q2: 1,046,654 shares; 2025Q3: 1,115,799 shares; 2025Q4: 1,129,972 shares; 2026Q1: 728,901 shares; 2026Q2: 930,496 shares 930,496 $10M 0.17% +201,595 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,870 shares; 2024Q4: 37,697 shares; 2025Q1: 9,682 shares; 2025Q2: 35,265 shares; 2025Q3: 34,948 shares; 2025Q4: 36,217 shares; 2026Q1: not reported; 2026Q2: 35,007 shares 35,007 $10M 0.17% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,450 shares; 2024Q4: 25,610 shares; 2025Q1: 28,943 shares; 2025Q2: 38,184 shares; 2025Q3: 40,072 shares; 2025Q4: 37,836 shares; 2026Q1: not reported; 2026Q2: 36,770 shares 36,770 $9.94M 0.17% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,818 shares; 2024Q4: 55,869 shares; 2025Q1: 65,318 shares; 2025Q2: 119,615 shares; 2025Q3: 126,187 shares; 2025Q4: 189,314 shares; 2026Q1: 212,866 shares; 2026Q2: 186,006 shares 186,006 $9.88M 0.17% -26,860 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,720 shares; 2024Q4: 15,038 shares; 2025Q1: 27,285 shares; 2025Q2: 32,757 shares; 2025Q3: 35,443 shares; 2025Q4: 35,728 shares; 2026Q1: not reported; 2026Q2: 28,837 shares 28,837 $9.83M 0.17% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,591 shares; 2024Q4: 16,274 shares; 2025Q1: 12,159 shares; 2025Q2: 29,926 shares; 2025Q3: 31,705 shares; 2025Q4: 33,937 shares; 2026Q1: 30,790 shares; 2026Q2: 32,328 shares 32,328 $9.79M 0.17% +1,538 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,694 shares; 2024Q4: 13,765 shares; 2025Q1: 35,904 shares; 2025Q2: 47,741 shares; 2025Q3: 47,129 shares; 2025Q4: 39,107 shares; 2026Q1: not reported; 2026Q2: 35,900 shares 35,900 $9.76M 0.17% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,414 shares; 2024Q4: 104,998 shares; 2025Q1: 68,907 shares; 2025Q2: 125,197 shares; 2025Q3: 151,784 shares; 2025Q4: 128,319 shares; 2026Q1: not reported; 2026Q2: 142,629 shares 142,629 $9.76M 0.17% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,117 shares; 2025Q1: 11,899 shares; 2025Q2: 12,236 shares; 2025Q3: 12,579 shares; 2025Q4: 23,677 shares; 2026Q1: not reported; 2026Q2: 22,455 shares 22,455 $9.73M 0.17% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,582 shares; 2024Q4: 6,685 shares; 2025Q1: 9,524 shares; 2025Q2: 11,196 shares; 2025Q3: 12,039 shares; 2025Q4: 12,516 shares; 2026Q1: 13,103 shares; 2026Q2: 12,557 shares 12,557 $9.58M 0.16% -546 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,145 shares; 2024Q4: 10,274 shares; 2025Q1: 13,524 shares; 2025Q2: 14,921 shares; 2025Q3: 15,060 shares; 2025Q4: 14,973 shares; 2026Q1: not reported; 2026Q2: 14,934 shares 14,934 $9.57M 0.16% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,162 shares; 2024Q4: 53,349 shares; 2025Q1: 71,234 shares; 2025Q2: 6,389 shares; 2025Q3: 86,102 shares; 2025Q4: 76,104 shares; 2026Q1: 76,802 shares; 2026Q2: 94,444 shares 94,444 $9.51M 0.16% +17,642 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,326 shares; 2024Q4: 63,113 shares; 2025Q1: 72,369 shares; 2025Q2: 112,183 shares; 2025Q3: 114,395 shares; 2025Q4: 83,451 shares; 2026Q1: 85,181 shares; 2026Q2: 80,771 shares 80,771 $9.49M 0.16% -4,410 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,108 shares; 2024Q4: 17,855 shares; 2025Q1: 7,063 shares; 2025Q2: 43,331 shares; 2025Q3: 48,004 shares; 2025Q4: 37,037 shares; 2026Q1: not reported; 2026Q2: 39,088 shares 39,088 $9.48M 0.16% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,366 shares; 2024Q4: 7,620 shares; 2025Q1: 10,470 shares; 2025Q2: 14,086 shares; 2025Q3: 13,343 shares; 2025Q4: 128,423 shares; 2026Q1: 128,577 shares; 2026Q2: 130,522 shares 130,522 $9.32M 0.16% +1,945 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,868 shares; 2024Q4: 103,453 shares; 2025Q1: 58,915 shares; 2025Q2: 135,385 shares; 2025Q3: 137,849 shares; 2025Q4: 199,811 shares; 2026Q1: 219,279 shares; 2026Q2: 205,312 shares 205,312 $9.31M 0.16% -13,967 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,068 shares; 2024Q4: 48,246 shares; 2025Q1: 33,739 shares; 2025Q2: 55,952 shares; 2025Q3: 55,659 shares; 2025Q4: 36,810 shares; 2026Q1: 39,816 shares; 2026Q2: 42,950 shares 42,950 $9.14M 0.16% +3,134 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,022 shares; 2024Q4: 31,080 shares; 2025Q1: 38,987 shares; 2025Q2: 44,183 shares; 2025Q3: 48,573 shares; 2025Q4: 45,412 shares; 2026Q1: 45,542 shares; 2026Q2: 40,925 shares 40,925 $8.98M 0.15% -4,617 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,568 shares; 2024Q4: 42,206 shares; 2025Q1: 55,994 shares; 2025Q2: 94,672 shares; 2025Q3: 96,216 shares; 2025Q4: 97,827 shares; 2026Q1: not reported; 2026Q2: 115,390 shares 115,390 $8.85M 0.15% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,383 shares; 2024Q4: 7,241 shares; 2025Q1: 52,768 shares; 2025Q2: 53,182 shares; 2025Q3: 54,539 shares; 2025Q4: 52,715 shares; 2026Q1: not reported; 2026Q2: 52,353 shares 52,353 $8.85M 0.15% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 12,001 shares; 2025Q1: 13,821 shares; 2025Q2: 19,644 shares; 2025Q3: 20,880 shares; 2025Q4: 20,324 shares; 2026Q1: 20,318 shares; 2026Q2: 21,280 shares 21,280 $8.84M 0.15% +962 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,229 shares; 2024Q4: 66,881 shares; 2025Q1: 99,892 shares; 2025Q2: 136,406 shares; 2025Q3: 153,104 shares; 2025Q4: 160,270 shares; 2026Q1: not reported; 2026Q2: 180,846 shares 180,846 $8.8M 0.15% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,494 shares 51,494 $8.8M 0.15% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,525 shares; 2024Q4: 50,451 shares; 2025Q1: 31,962 shares; 2025Q2: 68,250 shares; 2025Q3: 71,065 shares; 2025Q4: 69,400 shares; 2026Q1: 62,519 shares; 2026Q2: 73,468 shares 73,468 $8.74M 0.15% +10,949 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,781 shares; 2024Q4: 29,703 shares; 2025Q1: 36,120 shares; 2025Q2: 36,936 shares; 2025Q3: 36,924 shares; 2025Q4: 37,307 shares; 2026Q1: not reported; 2026Q2: 35,659 shares 35,659 $8.64M 0.15% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,222 shares; 2024Q4: 78,517 shares; 2025Q1: 82,969 shares; 2025Q2: 83,696 shares; 2025Q3: 96,822 shares; 2025Q4: 101,451 shares; 2026Q1: 97,806 shares; 2026Q2: 96,165 shares 96,165 $8.64M 0.15% -1,641 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,943 shares; 2024Q4: 64,351 shares; 2025Q1: 65,756 shares; 2025Q2: 68,799 shares; 2025Q3: 62,312 shares; 2025Q4: 55,923 shares; 2026Q1: not reported; 2026Q2: 57,373 shares 57,373 $8.4M 0.14% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,981 shares; 2024Q4: 40,735 shares; 2025Q1: 83,383 shares; 2025Q2: 102,378 shares; 2025Q3: 99,484 shares; 2025Q4: 101,991 shares; 2026Q1: not reported; 2026Q2: 101,411 shares 101,411 $8.38M 0.14% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,854 shares; 2024Q4: 29,139 shares; 2025Q1: 45,017 shares; 2025Q2: 49,377 shares; 2025Q3: 51,372 shares; 2025Q4: 56,479 shares; 2026Q1: not reported; 2026Q2: 66,286 shares 66,286 $8.25M 0.14% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,729 shares; 2024Q4: 58,325 shares; 2025Q1: 51,904 shares; 2025Q2: 77,601 shares; 2025Q3: 72,880 shares; 2025Q4: 56,597 shares; 2026Q1: not reported; 2026Q2: 55,191 shares 55,191 $8.19M 0.14% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,317 shares; 2024Q4: 70,131 shares; 2025Q1: 73,038 shares; 2025Q2: 83,802 shares; 2025Q3: 87,910 shares; 2025Q4: 98,477 shares; 2026Q1: 98,693 shares; 2026Q2: 98,214 shares 98,214 $8.12M 0.14% -479 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,343 shares; 2024Q4: 123,676 shares; 2025Q1: 90,945 shares; 2025Q2: 142,883 shares; 2025Q3: 149,722 shares; 2025Q4: 151,547 shares; 2026Q1: 145,041 shares; 2026Q2: 151,100 shares 151,100 $8.1M 0.14% +6,059 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,739 shares; 2024Q4: 13,230 shares; 2025Q1: 24,082 shares; 2025Q2: 26,708 shares; 2025Q3: 26,894 shares; 2025Q4: 24,888 shares; 2026Q1: 24,467 shares; 2026Q2: 23,832 shares 23,832 $8.06M 0.14% -635 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,604 shares; 2024Q4: 8,912 shares; 2025Q1: 35,236 shares; 2025Q2: 38,692 shares; 2025Q3: 38,078 shares; 2025Q4: 35,932 shares; 2026Q1: not reported; 2026Q2: 36,257 shares 36,257 $7.99M 0.14% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,477 shares; 2024Q4: 55,593 shares; 2025Q1: 64,827 shares; 2025Q2: 86,537 shares; 2025Q3: 100,517 shares; 2025Q4: 152,753 shares; 2026Q1: 147,161 shares; 2026Q2: 146,382 shares 146,382 $7.83M 0.13% -779 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,671 shares; 2024Q4: 15,586 shares; 2025Q1: 18,215 shares; 2025Q2: 18,213 shares; 2025Q3: 18,178 shares; 2025Q4: 17,983 shares; 2026Q1: 16,401 shares; 2026Q2: 18,061 shares 18,061 $7.79M 0.13% +1,660 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,045 shares; 2026Q1: not reported; 2026Q2: 52,307 shares 52,307 $7.76M 0.13% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,402 shares; 2024Q4: 161,658 shares; 2025Q1: 161,058 shares; 2025Q2: 161,522 shares; 2025Q3: 162,407 shares; 2025Q4: 162,543 shares; 2026Q1: not reported; 2026Q2: 179,097 shares 179,097 $7.75M 0.13% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,378 shares; 2024Q4: 68,928 shares; 2025Q1: 25,632 shares; 2025Q2: 155,532 shares; 2025Q3: 259,750 shares; 2025Q4: 261,189 shares; 2026Q1: not reported; 2026Q2: 263,295 shares 263,295 $7.75M 0.13% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,298 shares; 2024Q4: 12,464 shares; 2025Q1: 31,542 shares; 2025Q2: 33,368 shares; 2025Q3: 34,960 shares; 2025Q4: 36,578 shares; 2026Q1: 35,670 shares; 2026Q2: 34,694 shares 34,694 $7.73M 0.13% -976 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,355 shares; 2024Q4: 34,483 shares; 2025Q1: 34,861 shares; 2025Q2: 62,321 shares; 2025Q3: 64,133 shares; 2025Q4: 45,350 shares; 2026Q1: not reported; 2026Q2: 48,905 shares 48,905 $7.73M 0.13% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,396 shares; 2024Q4: 42,749 shares; 2025Q1: 29,741 shares; 2025Q2: 58,782 shares; 2025Q3: 71,225 shares; 2025Q4: 45,945 shares; 2026Q1: not reported; 2026Q2: 89,578 shares 89,578 $7.66M 0.13% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,708 shares; 2025Q1: 6,643 shares; 2025Q2: 22,102 shares; 2025Q3: 21,610 shares; 2025Q4: 19,983 shares; 2026Q1: 19,189 shares; 2026Q2: 19,202 shares 19,202 $7.64M 0.13% +13 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,576 shares; 2024Q4: 62,716 shares; 2025Q1: 71,079 shares; 2025Q2: 80,397 shares; 2025Q3: 80,223 shares; 2025Q4: 73,941 shares; 2026Q1: 71,367 shares; 2026Q2: 135,851 shares 135,851 $7.63M 0.13% +64,484 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,738 shares; 2025Q1: 38,604 shares; 2025Q2: 81,565 shares; 2025Q3: 96,597 shares; 2025Q4: 140,554 shares; 2026Q1: not reported; 2026Q2: 283,760 shares 283,760 $7.53M 0.13% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,448 shares; 2024Q4: 9,489 shares; 2025Q1: 17,096 shares; 2025Q2: 18,894 shares; 2025Q3: 22,191 shares; 2025Q4: 22,200 shares; 2026Q1: 23,081 shares; 2026Q2: 21,879 shares 21,879 $7.5M 0.13% -1,202 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,199 shares; 2024Q4: 30,602 shares; 2025Q1: 83,492 shares; 2025Q2: 90,424 shares; 2025Q3: 93,307 shares; 2025Q4: 85,860 shares; 2026Q1: not reported; 2026Q2: 78,168 shares 78,168 $7.48M 0.13% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,815 shares; 2024Q4: 22,710 shares; 2025Q1: 50,844 shares; 2025Q2: 77,009 shares; 2025Q3: 74,569 shares; 2025Q4: 64,944 shares; 2026Q1: 65,622 shares; 2026Q2: 63,466 shares 63,466 $7.47M 0.13% -2,156 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,174 shares; 2024Q4: 152,172 shares; 2025Q1: 5,284 shares; 2025Q2: 185,702 shares; 2025Q3: 174,440 shares; 2025Q4: 175,450 shares; 2026Q1: 181,330 shares; 2026Q2: 180,083 shares 180,083 $7.35M 0.13% -1,247 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,156 shares; 2024Q4: 38,869 shares; 2025Q1: 42,664 shares; 2025Q2: 68,174 shares; 2025Q3: 68,653 shares; 2025Q4: 68,256 shares; 2026Q1: 53,036 shares; 2026Q2: 50,122 shares 50,122 $7.35M 0.13% -2,914 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,641 shares; 2024Q4: 119,914 shares; 2025Q1: 132,066 shares; 2025Q2: 134,184 shares; 2025Q3: 134,818 shares; 2025Q4: 131,957 shares; 2026Q1: 127,181 shares; 2026Q2: 126,502 shares 126,502 $7.3M 0.13% -679 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,661 shares; 2024Q4: 33,698 shares; 2025Q1: 36,128 shares; 2025Q2: 65,037 shares; 2025Q3: 76,026 shares; 2025Q4: 82,487 shares; 2026Q1: not reported; 2026Q2: 97,307 shares 97,307 $7.14M 0.12% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,937 shares; 2025Q3: 8,921 shares; 2025Q4: 5,747 shares; 2026Q1: 9,772 shares; 2026Q2: 7,357 shares 7,357 $7.1M 0.12% -2,415 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,468 shares; 2024Q4: 26,675 shares; 2025Q1: 52,180 shares; 2025Q2: 68,784 shares; 2025Q3: 72,376 shares; 2025Q4: 66,497 shares; 2026Q1: not reported; 2026Q2: 72,736 shares 72,736 $7M 0.12% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,417 shares; 2024Q4: 30,693 shares; 2025Q1: 93,662 shares; 2025Q2: 110,940 shares; 2025Q3: 141,439 shares; 2025Q4: 156,615 shares; 2026Q1: 21,539 shares; 2026Q2: 136,894 shares 136,894 $6.99M 0.12% +115,355 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,839 shares; 2024Q4: 7,845 shares; 2025Q1: 108,113 shares; 2025Q2: 111,518 shares; 2025Q3: 109,988 shares; 2025Q4: 114,146 shares; 2026Q1: not reported; 2026Q2: 112,757 shares 112,757 $6.99M 0.12% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,430 shares; 2024Q4: 6,013 shares; 2025Q1: 7,024 shares; 2025Q2: 12,858 shares; 2025Q3: 14,584 shares; 2025Q4: 20,477 shares; 2026Q1: 35,591 shares; 2026Q2: 43,182 shares 43,182 $6.98M 0.12% +7,591 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,137 shares; 2024Q4: 7,684 shares; 2025Q1: 23,887 shares; 2025Q2: 26,358 shares; 2025Q3: 24,706 shares; 2025Q4: 23,737 shares; 2026Q1: 23,868 shares; 2026Q2: 23,292 shares 23,292 $6.96M 0.12% -576 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,248 shares; 2024Q4: 17,134 shares; 2025Q1: 26,373 shares; 2025Q2: 30,769 shares; 2025Q3: 30,143 shares; 2025Q4: 30,368 shares; 2026Q1: 30,430 shares; 2026Q2: 30,866 shares 30,866 $6.96M 0.12% +436 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,691 shares; 2024Q4: 15,002 shares; 2025Q1: 93,448 shares; 2025Q2: 105,545 shares; 2025Q3: 123,315 shares; 2025Q4: 137,030 shares; 2026Q1: 144,200 shares; 2026Q2: 145,831 shares 145,831 $6.88M 0.12% +1,631 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,350 shares; 2024Q4: 85,778 shares; 2025Q1: not reported; 2025Q2: 164,187 shares; 2025Q3: 174,726 shares; 2025Q4: 187,632 shares; 2026Q1: 71,571 shares; 2026Q2: 142,098 shares 142,098 $6.66M 0.11% +70,527 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,999 shares; 2024Q4: 7,428 shares; 2025Q1: 10,509 shares; 2025Q2: 12,456 shares; 2025Q3: 12,367 shares; 2025Q4: 10,914 shares; 2026Q1: not reported; 2026Q2: 10,462 shares 10,462 $6.64M 0.11% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,755 shares; 2024Q4: 66,533 shares; 2025Q1: 193,445 shares; 2025Q2: 205,290 shares; 2025Q3: 203,227 shares; 2025Q4: 173,165 shares; 2026Q1: 161,339 shares; 2026Q2: 159,122 shares 159,122 $6.62M 0.11% -2,217 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,979 shares; 2024Q4: 27,455 shares; 2025Q1: 15,211 shares; 2025Q2: 29,560 shares; 2025Q3: 30,302 shares; 2025Q4: 59,136 shares; 2026Q1: 58,166 shares; 2026Q2: 56,159 shares 56,159 $6.59M 0.11% -2,007 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,844 shares; 2024Q4: 106,249 shares; 2025Q1: 68,890 shares; 2025Q2: 79,390 shares; 2025Q3: 93,245 shares; 2025Q4: 100,044 shares; 2026Q1: 104,560 shares; 2026Q2: 107,753 shares 107,753 $6.55M 0.11% +3,193 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,967 shares; 2024Q4: 33,763 shares; 2025Q1: 23,057 shares; 2025Q2: 37,354 shares; 2025Q3: 38,004 shares; 2025Q4: 25,121 shares; 2026Q1: 45,351 shares; 2026Q2: 56,417 shares 56,417 $6.48M 0.11% +11,066 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,844 shares; 2024Q4: 108,098 shares; 2025Q1: 4,645 shares; 2025Q2: 103,069 shares; 2025Q3: 114,251 shares; 2025Q4: 112,157 shares; 2026Q1: 81,864 shares; 2026Q2: 123,277 shares 123,277 $6.45M 0.11% +41,413 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,557 shares; 2024Q4: 46,121 shares; 2025Q1: 66,448 shares; 2025Q2: 87,061 shares; 2025Q3: 85,327 shares; 2025Q4: 94,403 shares; 2026Q1: 97,081 shares; 2026Q2: 104,626 shares 104,626 $6.43M 0.11% +7,545 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,051 shares; 2024Q4: 270,416 shares; 2025Q1: not reported; 2025Q2: 252,442 shares; 2025Q3: 275,440 shares; 2025Q4: 276,165 shares; 2026Q1: 280,211 shares; 2026Q2: 277,601 shares 277,601 $6.43M 0.11% -2,610 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,668 shares; 2024Q4: 59,795 shares; 2025Q1: 19,240 shares; 2025Q2: 68,914 shares; 2025Q3: 69,274 shares; 2025Q4: 74,800 shares; 2026Q1: 74,730 shares; 2026Q2: 73,087 shares 73,087 $6.42M 0.11% -1,643 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,895 shares; 2024Q4: 16,751 shares; 2025Q1: 13,433 shares; 2025Q2: 28,643 shares; 2025Q3: 29,358 shares; 2025Q4: 28,641 shares; 2026Q1: not reported; 2026Q2: 32,336 shares 32,336 $6.39M 0.11% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,014 shares; 2024Q4: 46,107 shares; 2025Q1: 88,043 shares; 2025Q2: 118,014 shares; 2025Q3: 141,247 shares; 2025Q4: 157,747 shares; 2026Q1: 160,282 shares; 2026Q2: 215,085 shares 215,085 $6.32M 0.11% +54,803 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 4,260 shares; 2025Q1: 5,304 shares; 2025Q2: 17,569 shares; 2025Q3: 21,755 shares; 2025Q4: 24,479 shares; 2026Q1: 25,229 shares; 2026Q2: 26,398 shares 26,398 $6.31M 0.11% +1,169 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 4,009 shares; 2025Q4: 5,490 shares; 2026Q1: not reported; 2026Q2: 7,313 shares 7,313 $6.14M 0.11% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,293 shares; 2024Q4: 40,588 shares; 2025Q1: 107,786 shares; 2025Q2: 113,032 shares; 2025Q3: 115,636 shares; 2025Q4: 132,230 shares; 2026Q1: not reported; 2026Q2: 146,468 shares 146,468 $6.07M 0.1% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,939 shares; 2025Q4: 96,698 shares; 2026Q1: not reported; 2026Q2: 96,663 shares 96,663 $6.05M 0.1% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,546 shares; 2024Q4: 107,812 shares; 2025Q1: 43,816 shares; 2025Q2: 126,239 shares; 2025Q3: 124,975 shares; 2025Q4: 121,519 shares; 2026Q1: 117,504 shares; 2026Q2: 122,018 shares 122,018 $6.05M 0.1% +4,514 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,119 shares; 2024Q4: 88,459 shares; 2025Q1: 24,939 shares; 2025Q2: 107,093 shares; 2025Q3: 153,696 shares; 2025Q4: 165,559 shares; 2026Q1: not reported; 2026Q2: 172,580 shares 172,580 $6.01M 0.1% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,780 shares; 2024Q4: 85,045 shares; 2025Q1: 67,969 shares; 2025Q2: 94,328 shares; 2025Q3: 84,450 shares; 2025Q4: 84,240 shares; 2026Q1: 77,018 shares; 2026Q2: 80,047 shares 80,047 $6M 0.1% +3,029 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,774 shares; 2024Q4: 16,251 shares; 2025Q1: 11,556 shares; 2025Q2: 24,003 shares; 2025Q3: 23,196 shares; 2025Q4: 16,789 shares; 2026Q1: 16,661 shares; 2026Q2: 16,509 shares 16,509 $5.98M 0.1% -152 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,237 shares; 2024Q4: 11,629 shares; 2025Q1: 34,912 shares; 2025Q2: 46,698 shares; 2025Q3: 71,297 shares; 2025Q4: 75,637 shares; 2026Q1: not reported; 2026Q2: 80,156 shares 80,156 $5.96M 0.1% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,239 shares; 2024Q4: 60,810 shares; 2025Q1: 59,342 shares; 2025Q2: 58,660 shares; 2025Q3: 60,937 shares; 2025Q4: 62,262 shares; 2026Q1: not reported; 2026Q2: 65,846 shares 65,846 $5.96M 0.1% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,444 shares; 2024Q4: 33,296 shares; 2025Q1: 33,920 shares; 2025Q2: 43,291 shares; 2025Q3: 43,057 shares; 2025Q4: 39,965 shares; 2026Q1: not reported; 2026Q2: 37,924 shares 37,924 $5.93M 0.1% new Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,485 shares; 2024Q4: 17,684 shares; 2025Q1: 21,340 shares; 2025Q2: 21,096 shares; 2025Q3: 23,037 shares; 2025Q4: 23,485 shares; 2026Q1: 24,770 shares; 2026Q2: 24,862 shares 24,862 $5.92M 0.1% +92 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,111 shares; 2024Q4: 57,555 shares; 2025Q1: 45,515 shares; 2025Q2: 66,575 shares; 2025Q3: 78,043 shares; 2025Q4: 73,730 shares; 2026Q1: 71,914 shares; 2026Q2: 78,211 shares 78,211 $5.9M 0.1% +6,297 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,987 shares; 2024Q4: 18,849 shares; 2025Q1: 28,665 shares; 2025Q2: 49,632 shares; 2025Q3: 35,767 shares; 2025Q4: 33,687 shares; 2026Q1: not reported; 2026Q2: 38,618 shares 38,618 $5.85M 0.1% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,144 shares; 2024Q4: 6,592 shares; 2025Q1: 9,852 shares; 2025Q2: 11,813 shares; 2025Q3: 12,220 shares; 2025Q4: 11,406 shares; 2026Q1: 11,338 shares; 2026Q2: 11,369 shares 11,369 $5.84M 0.1% +31 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,262 shares; 2024Q4: 14,559 shares; 2025Q1: 23,122 shares; 2025Q2: 31,578 shares; 2025Q3: 30,371 shares; 2025Q4: 32,095 shares; 2026Q1: not reported; 2026Q2: 31,587 shares 31,587 $5.84M 0.1% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,639 shares; 2024Q4: 12,541 shares; 2025Q1: 46,003 shares; 2025Q2: 47,411 shares; 2025Q3: 48,219 shares; 2025Q4: 49,222 shares; 2026Q1: 49,776 shares; 2026Q2: 48,753 shares 48,753 $5.81M 0.1% -1,023 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,071 shares; 2024Q4: 23,197 shares; 2025Q1: 44,915 shares; 2025Q2: 51,508 shares; 2025Q3: 51,050 shares; 2025Q4: 47,010 shares; 2026Q1: not reported; 2026Q2: 42,727 shares 42,727 $5.79M 0.1% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,596 shares; 2025Q2: 27,841 shares; 2025Q3: 27,205 shares; 2025Q4: 27,544 shares; 2026Q1: not reported; 2026Q2: 27,854 shares 27,854 $5.77M 0.1% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,769 shares; 2024Q4: 27,746 shares; 2025Q1: 5,713 shares; 2025Q2: 15,353 shares; 2025Q3: 58,808 shares; 2025Q4: 68,486 shares; 2026Q1: 79,213 shares; 2026Q2: 87,472 shares 87,472 $5.74M 0.1% +8,259 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,988 shares; 2025Q2: 53,565 shares; 2025Q3: 45,583 shares; 2025Q4: 40,746 shares; 2026Q1: 43,001 shares; 2026Q2: 42,975 shares 42,975 $5.73M 0.1% -26 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,907 shares; 2026Q1: 172,348 shares; 2026Q2: 212,929 shares 212,929 $5.68M 0.1% +40,581 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,960 shares; 2024Q4: 111,553 shares; 2025Q1: 208,645 shares; 2025Q2: 255,629 shares; 2025Q3: 235,077 shares; 2025Q4: 231,791 shares; 2026Q1: not reported; 2026Q2: 235,737 shares 235,737 $5.68M 0.1% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,264 shares 25,264 $5.66M 0.1% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,054 shares; 2024Q4: 19,187 shares; 2025Q1: 720,307 shares; 2025Q2: 1,258,278 shares; 2025Q3: 1,280,478 shares; 2025Q4: 1,082,702 shares; 2026Q1: not reported; 2026Q2: 998,455 shares 998,455 $5.65M 0.1% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,553 shares; 2025Q2: 13,166 shares; 2025Q3: 32,034 shares; 2025Q4: 33,578 shares; 2026Q1: 46,998 shares; 2026Q2: 48,933 shares 48,933 $5.62M 0.1% +1,935 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,016 shares; 2024Q4: 18,123 shares; 2025Q1: 74,450 shares; 2025Q2: 82,374 shares; 2025Q3: 94,593 shares; 2025Q4: 110,697 shares; 2026Q1: not reported; 2026Q2: 131,392 shares 131,392 $5.56M 0.1% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,299 shares; 2024Q4: 108,583 shares; 2025Q1: 60,620 shares; 2025Q2: 59,878 shares; 2025Q3: 60,192 shares; 2025Q4: 60,573 shares; 2026Q1: 60,202 shares; 2026Q2: 57,771 shares 57,771 $5.52M 0.09% -2,431 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,415 shares; 2025Q3: 72,911 shares; 2025Q4: 145,281 shares; 2026Q1: not reported; 2026Q2: 209,316 shares 209,316 $5.52M 0.09% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,345 shares; 2024Q4: 51,949 shares; 2025Q1: 37,085 shares; 2025Q2: 68,194 shares; 2025Q3: 81,253 shares; 2025Q4: 78,731 shares; 2026Q1: 77,450 shares; 2026Q2: 66,660 shares 66,660 $5.52M 0.09% -10,790 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,864 shares; 2024Q4: 223,803 shares; 2025Q1: 258,346 shares; 2025Q2: 215,465 shares; 2025Q3: 197,895 shares; 2025Q4: 159,928 shares; 2026Q1: not reported; 2026Q2: 174,018 shares 174,018 $5.52M 0.09% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,514 shares; 2024Q4: 30,511 shares; 2025Q1: 49,400 shares; 2025Q2: 59,284 shares; 2025Q3: 68,278 shares; 2025Q4: 72,664 shares; 2026Q1: 83,530 shares; 2026Q2: 92,287 shares 92,287 $5.51M 0.09% +8,757 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,831 shares; 2024Q4: 26,018 shares; 2025Q1: 29,358 shares; 2025Q2: 29,869 shares; 2025Q3: 27,727 shares; 2025Q4: 24,015 shares; 2026Q1: 23,735 shares; 2026Q2: 24,064 shares 24,064 $5.51M 0.09% +329 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,730 shares; 2025Q1: 1,699 shares; 2025Q2: 2,188 shares; 2025Q3: 2,444 shares; 2025Q4: 2,504 shares; 2026Q1: 2,476 shares; 2026Q2: 2,759 shares 2,759 $5.49M 0.09% +283 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,518 shares; 2024Q4: 23,760 shares; 2025Q1: 23,584 shares; 2025Q2: 56,916 shares; 2025Q3: 66,820 shares; 2025Q4: 67,043 shares; 2026Q1: not reported; 2026Q2: 79,219 shares 79,219 $5.46M 0.09% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,517 shares; 2024Q4: 94,631 shares; 2025Q1: 109,994 shares; 2025Q2: 107,524 shares; 2025Q3: 149,907 shares; 2025Q4: 141,318 shares; 2026Q1: 138,046 shares; 2026Q2: 135,369 shares 135,369 $5.43M 0.09% -2,677 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,376 shares; 2024Q4: 95,261 shares; 2025Q1: 101,814 shares; 2025Q2: 97,834 shares; 2025Q3: 110,503 shares; 2025Q4: 104,816 shares; 2026Q1: not reported; 2026Q2: 96,085 shares 96,085 $5.38M 0.09% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,929 shares; 2024Q4: 17,885 shares; 2025Q1: 35,556 shares; 2025Q2: 40,639 shares; 2025Q3: 41,671 shares; 2025Q4: 38,606 shares; 2026Q1: 38,581 shares; 2026Q2: 39,242 shares 39,242 $5.37M 0.09% +661 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,286 shares; 2024Q4: 9,965 shares; 2025Q1: 13,592 shares; 2025Q2: 15,380 shares; 2025Q3: 16,222 shares; 2025Q4: 16,558 shares; 2026Q1: not reported; 2026Q2: 15,603 shares 15,603 $5.37M 0.09% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,625 shares; 2025Q1: 6,698 shares; 2025Q2: 27,719 shares; 2025Q3: 61,480 shares; 2025Q4: 72,527 shares; 2026Q1: 91,134 shares; 2026Q2: 100,668 shares 100,668 $5.34M 0.09% +9,534 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 375 shares; 2025Q1: 1,233 shares; 2025Q2: 1,319 shares; 2025Q3: 1,339 shares; 2025Q4: 1,291 shares; 2026Q1: not reported; 2026Q2: 17,616 shares 17,616 $5.32M 0.09% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362,000 shares; 2025Q2: 364,830 shares; 2025Q3: 364,883 shares; 2025Q4: 364,429 shares; 2026Q1: not reported; 2026Q2: 362,212 shares 362,212 $5.31M 0.09% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,447 shares; 2025Q1: 3,677 shares; 2025Q2: 5,048 shares; 2025Q3: 5,112 shares; 2025Q4: 6,947 shares; 2026Q1: not reported; 2026Q2: 5,339 shares 5,339 $5.22M 0.09% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,373 shares; 2024Q4: 22,783 shares; 2025Q1: 84,925 shares; 2025Q2: 99,808 shares; 2025Q3: 102,920 shares; 2025Q4: 108,516 shares; 2026Q1: 106,862 shares; 2026Q2: 100,593 shares 100,593 $5.22M 0.09% -6,269 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,749 shares; 2024Q4: 171,848 shares; 2025Q1: 253,140 shares; 2025Q2: 403,121 shares; 2025Q3: 486,779 shares; 2025Q4: 466,052 shares; 2026Q1: 465,812 shares; 2026Q2: 478,136 shares 478,136 $5.21M 0.09% +12,324 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,662 shares; 2024Q4: 4,811 shares; 2025Q1: 7,057 shares; 2025Q2: 11,770 shares; 2025Q3: 13,099 shares; 2025Q4: 12,838 shares; 2026Q1: not reported; 2026Q2: 12,703 shares 12,703 $5.2M 0.09% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,315 shares; 2025Q3: 52,562 shares; 2025Q4: 64,777 shares; 2026Q1: 65,932 shares; 2026Q2: 67,204 shares 67,204 $5.17M 0.09% +1,272 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,393 shares; 2024Q4: 42,593 shares; 2025Q1: 45,774 shares; 2025Q2: 46,259 shares; 2025Q3: 46,530 shares; 2025Q4: 45,855 shares; 2026Q1: not reported; 2026Q2: 45,922 shares 45,922 $5.1M 0.09% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 6,848 shares; 2025Q1: 15,762 shares; 2025Q2: 22,822 shares; 2025Q3: 20,597 shares; 2025Q4: 20,937 shares; 2026Q1: 11,373 shares; 2026Q2: 11,976 shares 11,976 $5.1M 0.09% +603 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,363 shares; 2025Q2: 13,727 shares; 2025Q3: 60,731 shares; 2025Q4: 78,122 shares; 2026Q1: 76,519 shares; 2026Q2: 74,659 shares 74,659 $5.08M 0.09% -1,860 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,022 shares; 2024Q4: 5,531 shares; 2025Q1: 5,482 shares; 2025Q2: 7,346 shares; 2025Q3: 7,247 shares; 2025Q4: 7,293 shares; 2026Q1: 6,890 shares; 2026Q2: 7,093 shares 7,093 $4.99M 0.09% +203 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,342 shares; 2024Q4: 13,155 shares; 2025Q1: 22,342 shares; 2025Q2: 25,514 shares; 2025Q3: 28,376 shares; 2025Q4: 29,120 shares; 2026Q1: not reported; 2026Q2: 31,654 shares 31,654 $4.97M 0.09% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,671 shares; 2024Q4: 4,256 shares; 2025Q1: 6,551 shares; 2025Q2: 8,662 shares; 2025Q3: 8,510 shares; 2025Q4: 8,506 shares; 2026Q1: not reported; 2026Q2: 13,255 shares 13,255 $4.91M 0.08% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,031 shares; 2025Q3: 15,610 shares; 2025Q4: 37,364 shares; 2026Q1: 63,343 shares; 2026Q2: 88,258 shares 88,258 $4.9M 0.08% +24,915 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 4,836 shares; 2025Q1: 29,267 shares; 2025Q2: 45,766 shares; 2025Q3: 47,569 shares; 2025Q4: 45,670 shares; 2026Q1: 35,066 shares; 2026Q2: 39,147 shares 39,147 $4.88M 0.08% +4,081 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,505 shares; 2024Q4: 12,749 shares; 2025Q1: 12,093 shares; 2025Q2: 22,996 shares; 2025Q3: 23,195 shares; 2025Q4: 23,603 shares; 2026Q1: not reported; 2026Q2: 23,308 shares 23,308 $4.87M 0.08% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,513 shares; 2024Q4: 48,621 shares; 2025Q1: 139,181 shares; 2025Q2: 141,710 shares; 2025Q3: 140,441 shares; 2025Q4: 139,721 shares; 2026Q1: not reported; 2026Q2: 130,357 shares 130,357 $4.79M 0.08% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,051 shares; 2024Q4: 82,015 shares; 2025Q1: not reported; 2025Q2: 76,847 shares; 2025Q3: 129,924 shares; 2025Q4: 129,502 shares; 2026Q1: 145,186 shares; 2026Q2: 218,881 shares 218,881 $4.77M 0.08% +73,695 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,603 shares; 2025Q1: 30,481 shares; 2025Q2: 41,107 shares; 2025Q3: 40,821 shares; 2025Q4: 32,429 shares; 2026Q1: 27,978 shares; 2026Q2: 27,908 shares 27,908 $4.74M 0.08% -70 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,121 shares; 2024Q4: 46,263 shares; 2025Q1: 43,964 shares; 2025Q2: 86,315 shares; 2025Q3: 89,190 shares; 2025Q4: 94,277 shares; 2026Q1: 95,555 shares; 2026Q2: 101,274 shares 101,274 $4.74M 0.08% +5,719 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,795 shares; 2024Q4: 8,373 shares; 2025Q1: 30,292 shares; 2025Q2: 35,529 shares; 2025Q3: 38,040 shares; 2025Q4: 41,685 shares; 2026Q1: not reported; 2026Q2: 43,245 shares 43,245 $4.73M 0.08% new Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,459 shares; 2024Q4: 115,213 shares; 2025Q1: 325,214 shares; 2025Q2: 341,423 shares; 2025Q3: 383,806 shares; 2025Q4: 356,203 shares; 2026Q1: not reported; 2026Q2: 357,226 shares 357,226 $4.72M 0.08% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,406 shares; 2025Q1: not reported; 2025Q2: 187,694 shares; 2025Q3: 220,044 shares; 2025Q4: 212,637 shares; 2026Q1: 222,613 shares; 2026Q2: 213,562 shares 213,562 $4.72M 0.08% -9,051 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,976 shares; 2024Q4: 10,417 shares; 2025Q1: 5,346 shares; 2025Q2: 14,983 shares; 2025Q3: 14,509 shares; 2025Q4: 13,501 shares; 2026Q1: not reported; 2026Q2: 13,160 shares 13,160 $4.66M 0.08% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,928 shares; 2025Q3: 65,531 shares; 2025Q4: 77,964 shares; 2026Q1: 83,553 shares; 2026Q2: 87,776 shares 87,776 $4.63M 0.08% +4,223 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,683 shares; 2024Q4: 5,644 shares; 2025Q1: 8,660 shares; 2025Q2: 20,461 shares; 2025Q3: 28,919 shares; 2025Q4: 26,509 shares; 2026Q1: 22,496 shares; 2026Q2: 26,242 shares 26,242 $4.63M 0.08% +3,746 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,890 shares; 2024Q4: 46,683 shares; 2025Q1: 52,785 shares; 2025Q2: 54,463 shares; 2025Q3: 49,216 shares; 2025Q4: 51,130 shares; 2026Q1: 51,272 shares; 2026Q2: 51,291 shares 51,291 $4.62M 0.08% +19 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,501 shares; 2024Q4: 56,296 shares; 2025Q1: 62,837 shares; 2025Q2: 70,297 shares; 2025Q3: 73,276 shares; 2025Q4: 79,036 shares; 2026Q1: not reported; 2026Q2: 87,069 shares 87,069 $4.59M 0.08% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,014 shares; 2024Q4: 83,821 shares; 2025Q1: 355,998 shares; 2025Q2: 370,730 shares; 2025Q3: 359,801 shares; 2025Q4: 369,795 shares; 2026Q1: not reported; 2026Q2: 330,348 shares 330,348 $4.59M 0.08% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 10,054 shares; 2025Q4: 19,086 shares; 2026Q1: 20,822 shares; 2026Q2: 23,827 shares 23,827 $4.57M 0.08% +3,005 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 3,398 shares; 2025Q1: 3,464 shares; 2025Q2: 6,808 shares; 2025Q3: 7,097 shares; 2025Q4: 6,520 shares; 2026Q1: not reported; 2026Q2: 6,400 shares 6,400 $4.56M 0.08% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,222 shares; 2025Q1: 18,543 shares; 2025Q2: 20,322 shares; 2025Q3: 21,736 shares; 2025Q4: 19,250 shares; 2026Q1: 17,552 shares; 2026Q2: 18,329 shares 18,329 $4.55M 0.08% +777 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,072 shares; 2024Q4: 50,614 shares; 2025Q1: 29,155 shares; 2025Q2: 63,226 shares; 2025Q3: 61,951 shares; 2025Q4: 33,731 shares; 2026Q1: 33,507 shares; 2026Q2: 29,812 shares 29,812 $4.54M 0.08% -3,695 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,777 shares; 2024Q4: 158,686 shares; 2025Q1: 206,565 shares; 2025Q2: 229,470 shares; 2025Q3: 235,035 shares; 2025Q4: 142,756 shares; 2026Q1: not reported; 2026Q2: 123,672 shares 123,672 $4.48M 0.08% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,264 shares; 2025Q1: 2,206 shares; 2025Q2: 5,891 shares; 2025Q3: 14,731 shares; 2025Q4: 25,968 shares; 2026Q1: not reported; 2026Q2: 27,136 shares 27,136 $4.47M 0.08% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,066 shares; 2024Q4: 37,492 shares; 2025Q1: 45,400 shares; 2025Q2: 47,384 shares; 2025Q3: 48,032 shares; 2025Q4: 48,419 shares; 2026Q1: 47,536 shares; 2026Q2: 47,412 shares 47,412 $4.45M 0.08% -124 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,548 shares; 2024Q4: 55,248 shares; 2025Q1: 112,799 shares; 2025Q2: 134,567 shares; 2025Q3: 136,951 shares; 2025Q4: 276,698 shares; 2026Q1: 265,800 shares; 2026Q2: 233,631 shares 233,631 $4.41M 0.08% -32,169 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,198 shares; 2025Q2: 128,043 shares; 2025Q3: 126,426 shares; 2025Q4: 103,761 shares; 2026Q1: not reported; 2026Q2: 104,759 shares 104,759 $4.37M 0.08% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,564 shares; 2024Q4: 43,311 shares; 2025Q1: 13,737 shares; 2025Q2: 62,115 shares; 2025Q3: 70,579 shares; 2025Q4: 77,257 shares; 2026Q1: not reported; 2026Q2: 83,365 shares 83,365 $4.37M 0.07% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,965 shares; 2025Q4: 12,190 shares; 2026Q1: not reported; 2026Q2: 6,777 shares 6,777 $4.33M 0.07% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,779 shares; 2024Q4: 19,677 shares; 2025Q1: 41,602 shares; 2025Q2: 46,473 shares; 2025Q3: 39,479 shares; 2025Q4: 35,888 shares; 2026Q1: 36,009 shares; 2026Q2: 37,701 shares 37,701 $4.3M 0.07% +1,692 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,555 shares; 2024Q4: 46,462 shares; 2025Q1: 41,721 shares; 2025Q2: not reported; 2025Q3: 38,420 shares; 2025Q4: 45,467 shares; 2026Q1: 42,702 shares; 2026Q2: 40,190 shares 40,190 $4.29M 0.07% -2,512 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,905 shares; 2024Q4: 9,481 shares; 2025Q1: 66,102 shares; 2025Q2: 71,237 shares; 2025Q3: 74,700 shares; 2025Q4: 75,336 shares; 2026Q1: not reported; 2026Q2: 73,913 shares 73,913 $4.28M 0.07% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $4.25M 0.07% new Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,729 shares; 2024Q4: 71,334 shares; 2025Q1: 73,645 shares; 2025Q2: 73,002 shares; 2025Q3: 73,070 shares; 2025Q4: 80,925 shares; 2026Q1: not reported; 2026Q2: 84,319 shares 84,319 $4.25M 0.07% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,577 shares; 2024Q4: 9,806 shares; 2025Q1: 7,504 shares; 2025Q2: 14,111 shares; 2025Q3: 14,285 shares; 2025Q4: 14,198 shares; 2026Q1: not reported; 2026Q2: 13,859 shares 13,859 $4.24M 0.07% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 32,002 shares; 2025Q4: 32,275 shares; 2026Q1: 34,647 shares; 2026Q2: 67,001 shares 67,001 $4.24M 0.07% +32,354 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,933 shares; 2025Q3: 67,760 shares; 2025Q4: 67,287 shares; 2026Q1: not reported; 2026Q2: 83,024 shares 83,024 $4.19M 0.07% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 5,870 shares; 2025Q1: 7,331 shares; 2025Q2: 11,999 shares; 2025Q3: 11,775 shares; 2025Q4: 8,061 shares; 2026Q1: 7,807 shares; 2026Q2: 7,477 shares 7,477 $4.19M 0.07% -330 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 7,828 shares; 2025Q1: 14,543 shares; 2025Q2: 14,625 shares; 2025Q3: 14,828 shares; 2025Q4: 14,681 shares; 2026Q1: not reported; 2026Q2: 15,032 shares 15,032 $4.19M 0.07% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,870 shares; 2024Q4: 2,960 shares; 2025Q1: 15,120 shares; 2025Q2: 14,927 shares; 2025Q3: 15,145 shares; 2025Q4: 11,442 shares; 2026Q1: not reported; 2026Q2: 16,990 shares 16,990 $4.18M 0.07% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,594 shares; 2024Q4: 20,992 shares; 2025Q1: 25,531 shares; 2025Q2: 47,969 shares; 2025Q3: 48,630 shares; 2025Q4: 37,527 shares; 2026Q1: not reported; 2026Q2: 49,929 shares 49,929 $4.18M 0.07% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,720 shares; 2024Q4: 12,893 shares; 2025Q1: 11,312 shares; 2025Q2: 16,348 shares; 2025Q3: 17,956 shares; 2025Q4: 16,702 shares; 2026Q1: not reported; 2026Q2: 17,157 shares 17,157 $4.17M 0.07% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,822 shares; 2024Q4: 6,113 shares; 2025Q1: 6,703 shares; 2025Q2: 8,620 shares; 2025Q3: 10,203 shares; 2025Q4: 10,176 shares; 2026Q1: not reported; 2026Q2: 11,360 shares 11,360 $4.15M 0.07% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 7,277 shares; 2026Q1: not reported; 2026Q2: 8,556 shares 8,556 $4.14M 0.07% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,824 shares; 2024Q4: 88,639 shares; 2025Q1: 218,978 shares; 2025Q2: 237,844 shares; 2025Q3: 233,528 shares; 2025Q4: 226,841 shares; 2026Q1: 216,142 shares; 2026Q2: 215,650 shares 215,650 $4.12M 0.07% -492 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,124 shares; 2025Q1: 19,539 shares; 2025Q2: 19,964 shares; 2025Q3: 19,947 shares; 2025Q4: 18,067 shares; 2026Q1: not reported; 2026Q2: 18,473 shares 18,473 $4.11M 0.07% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,211 shares; 2025Q1: 6,622 shares; 2025Q2: 8,421 shares; 2025Q3: 10,162 shares; 2025Q4: 8,986 shares; 2026Q1: not reported; 2026Q2: 7,961 shares 7,961 $4.05M 0.07% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,338 shares 18,338 $4.05M 0.07% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 839 shares; 2025Q1: 3,524 shares; 2025Q2: 3,760 shares; 2025Q3: 5,089 shares; 2025Q4: 5,209 shares; 2026Q1: 5,258 shares; 2026Q2: 5,358 shares 5,358 $4.05M 0.07% +100 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,197 shares; 2025Q2: 18,397 shares; 2025Q3: 17,282 shares; 2025Q4: 15,660 shares; 2026Q1: not reported; 2026Q2: 14,968 shares 14,968 $4.02M 0.07% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,405 shares; 2024Q4: 27,326 shares; 2025Q1: 26,874 shares; 2025Q2: 33,467 shares; 2025Q3: 30,793 shares; 2025Q4: 29,198 shares; 2026Q1: 29,228 shares; 2026Q2: 145,863 shares 145,863 $4M 0.07% +116,635 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,938 shares; 2025Q1: 70,258 shares; 2025Q2: 64,881 shares; 2025Q3: 63,035 shares; 2025Q4: 61,326 shares; 2026Q1: 60,483 shares; 2026Q2: 59,126 shares 59,126 $3.99M 0.07% -1,357 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,952 shares; 2024Q4: 8,858 shares; 2025Q1: 23,289 shares; 2025Q2: 25,805 shares; 2025Q3: 27,119 shares; 2025Q4: 25,904 shares; 2026Q1: 25,583 shares; 2026Q2: 24,517 shares 24,517 $3.97M 0.07% -1,066 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,121 shares 19,121 $3.95M 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,937 shares; 2024Q4: 23,423 shares; 2025Q1: 35,669 shares; 2025Q2: 43,528 shares; 2025Q3: 43,909 shares; 2025Q4: 46,635 shares; 2026Q1: 46,080 shares; 2026Q2: 43,514 shares 43,514 $3.95M 0.07% -2,566 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,438 shares; 2024Q4: not reported; 2025Q1: 41,280 shares; 2025Q2: 44,879 shares; 2025Q3: 44,524 shares; 2025Q4: 45,637 shares; 2026Q1: not reported; 2026Q2: 42,161 shares 42,161 $3.94M 0.07% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,195 shares; 2024Q4: 19,416 shares; 2025Q1: 23,189 shares; 2025Q2: 25,551 shares; 2025Q3: 26,487 shares; 2025Q4: 30,276 shares; 2026Q1: not reported; 2026Q2: 47,814 shares 47,814 $3.93M 0.07% new Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,519 shares; 2024Q4: 272,852 shares; 2025Q1: not reported; 2025Q2: 263,644 shares; 2025Q3: 275,300 shares; 2025Q4: 283,601 shares; 2026Q1: 243,330 shares; 2026Q2: 264,202 shares 264,202 $3.92M 0.07% +20,872 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,253 shares; 2024Q4: 29,747 shares; 2025Q1: 29,748 shares; 2025Q2: 35,655 shares; 2025Q3: 37,479 shares; 2025Q4: 36,726 shares; 2026Q1: not reported; 2026Q2: 35,382 shares 35,382 $3.9M 0.07% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,533 shares; 2024Q4: 6,096 shares; 2025Q1: 11,332 shares; 2025Q2: 14,277 shares; 2025Q3: 16,344 shares; 2025Q4: 16,685 shares; 2026Q1: 14,050 shares; 2026Q2: 11,635 shares 11,635 $3.9M 0.07% -2,415 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,744 shares; 2024Q4: 37,194 shares; 2025Q1: 36,007 shares; 2025Q2: 36,547 shares; 2025Q3: 23,580 shares; 2025Q4: 10,503 shares; 2026Q1: 9,056 shares; 2026Q2: 24,605 shares 24,605 $3.89M 0.07% +15,549 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,145 shares; 2025Q2: 32,145 shares; 2025Q3: 32,145 shares; 2025Q4: 32,627 shares; 2026Q1: 32,627 shares; 2026Q2: 32,627 shares 32,627 $3.88M 0.07% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 519 shares; 2025Q1: 1,587 shares; 2025Q2: 2,148 shares; 2025Q3: 2,770 shares; 2025Q4: 3,005 shares; 2026Q1: not reported; 2026Q2: 4,849 shares 4,849 $3.85M 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 13,597 shares; 2025Q1: 21,727 shares; 2025Q2: 23,081 shares; 2025Q3: 30,478 shares; 2025Q4: 31,040 shares; 2026Q1: not reported; 2026Q2: 30,495 shares 30,495 $3.85M 0.07% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 5,100 shares; 2025Q1: 18,688 shares; 2025Q2: 19,654 shares; 2025Q3: 19,833 shares; 2025Q4: 19,543 shares; 2026Q1: 19,876 shares; 2026Q2: 19,331 shares 19,331 $3.78M 0.06% -545 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,508 shares; 2024Q4: 12,594 shares; 2025Q1: 26,695 shares; 2025Q2: 27,862 shares; 2025Q3: 29,140 shares; 2025Q4: 27,698 shares; 2026Q1: not reported; 2026Q2: 26,954 shares 26,954 $3.77M 0.06% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,707 shares; 2024Q4: 7,712 shares; 2025Q1: 39,804 shares; 2025Q2: 48,184 shares; 2025Q3: 66,462 shares; 2025Q4: 80,825 shares; 2026Q1: 86,570 shares; 2026Q2: 84,771 shares 84,771 $3.77M 0.06% -1,799 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,542 shares; 2024Q4: 64,792 shares; 2025Q1: 44,353 shares; 2025Q2: 78,244 shares; 2025Q3: 77,679 shares; 2025Q4: 75,385 shares; 2026Q1: not reported; 2026Q2: 71,637 shares 71,637 $3.76M 0.06% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,495 shares; 2024Q4: 32,447 shares; 2025Q1: 103,722 shares; 2025Q2: 108,647 shares; 2025Q3: 107,756 shares; 2025Q4: 109,486 shares; 2026Q1: 106,117 shares; 2026Q2: 101,672 shares 101,672 $3.76M 0.06% -4,445 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,790 shares; 2025Q1: 7,883 shares; 2025Q2: 12,837 shares; 2025Q3: 9,887 shares; 2025Q4: 9,908 shares; 2026Q1: 7,562 shares; 2026Q2: 7,621 shares 7,621 $3.74M 0.06% +59 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,496 shares; 2025Q2: 40,571 shares; 2025Q3: 45,017 shares; 2025Q4: 50,124 shares; 2026Q1: 49,327 shares; 2026Q2: 48,792 shares 48,792 $3.72M 0.06% -535 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,413 shares; 2025Q4: 26,794 shares; 2026Q1: 29,880 shares; 2026Q2: 36,435 shares 36,435 $3.71M 0.06% +6,555 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,750 shares; 2025Q4: 33,595 shares; 2026Q1: 43,578 shares; 2026Q2: 121,407 shares 121,407 $3.69M 0.06% +77,829 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,022 shares; 2024Q4: 148,225 shares; 2025Q1: 113,374 shares; 2025Q2: 126,983 shares; 2025Q3: 96,967 shares; 2025Q4: 87,941 shares; 2026Q1: 74,515 shares; 2026Q2: 72,339 shares 72,339 $3.66M 0.06% -2,176 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,651 shares; 2024Q4: 32,605 shares; 2025Q1: 34,371 shares; 2025Q2: 54,208 shares; 2025Q3: 56,790 shares; 2025Q4: 54,458 shares; 2026Q1: 49,392 shares; 2026Q2: 50,703 shares 50,703 $3.66M 0.06% +1,311 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,193 shares; 2024Q4: 17,023 shares; 2025Q1: 18,438 shares; 2025Q2: 18,724 shares; 2025Q3: 20,427 shares; 2025Q4: 21,980 shares; 2026Q1: 29,545 shares; 2026Q2: 30,037 shares 30,037 $3.66M 0.06% +492 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,693 shares; 2024Q4: 21,372 shares; 2025Q1: 29,840 shares; 2025Q2: 33,713 shares; 2025Q3: 37,763 shares; 2025Q4: 36,991 shares; 2026Q1: not reported; 2026Q2: 37,169 shares 37,169 $3.65M 0.06% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,566 shares; 2024Q4: 8,679 shares; 2025Q1: 14,363 shares; 2025Q2: 21,703 shares; 2025Q3: 33,596 shares; 2025Q4: 30,857 shares; 2026Q1: 29,450 shares; 2026Q2: 28,494 shares 28,494 $3.6M 0.06% -956 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,329 shares; 2024Q4: 9,800 shares; 2025Q1: 28,982 shares; 2025Q2: 31,129 shares; 2025Q3: 32,789 shares; 2025Q4: 35,398 shares; 2026Q1: 15,580 shares; 2026Q2: 33,160 shares 33,160 $3.58M 0.06% +17,580 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,825 shares; 2024Q4: 205,935 shares; 2025Q1: 389,682 shares; 2025Q2: 402,268 shares; 2025Q3: 395,335 shares; 2025Q4: 397,940 shares; 2026Q1: not reported; 2026Q2: 340,315 shares 340,315 $3.57M 0.06% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,216 shares; 2024Q4: 30,895 shares; 2025Q1: 45,636 shares; 2025Q2: 45,585 shares; 2025Q3: 54,827 shares; 2025Q4: 56,499 shares; 2026Q1: not reported; 2026Q2: 46,933 shares 46,933 $3.54M 0.06% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,701 shares; 2025Q2: 28,753 shares; 2025Q3: 51,488 shares; 2025Q4: 54,321 shares; 2026Q1: 59,160 shares; 2026Q2: 76,158 shares 76,158 $3.51M 0.06% +16,998 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,118 shares; 2024Q4: 48,479 shares; 2025Q1: 39,549 shares; 2025Q2: 38,798 shares; 2025Q3: 36,693 shares; 2025Q4: 34,769 shares; 2026Q1: not reported; 2026Q2: 36,222 shares 36,222 $3.49M 0.06% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,303 shares; 2024Q4: 63,976 shares; 2025Q1: 67,443 shares; 2025Q2: 66,547 shares; 2025Q3: 66,681 shares; 2025Q4: 67,776 shares; 2026Q1: 77,243 shares; 2026Q2: 72,332 shares 72,332 $3.48M 0.06% -4,911 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,382 shares; 2024Q4: 50,499 shares; 2025Q1: not reported; 2025Q2: 55,638 shares; 2025Q3: 64,089 shares; 2025Q4: 58,910 shares; 2026Q1: 62,764 shares; 2026Q2: 70,437 shares 70,437 $3.46M 0.06% +7,673 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,862 shares; 2024Q4: 20,121 shares; 2025Q1: 61,851 shares; 2025Q2: 70,431 shares; 2025Q3: 70,328 shares; 2025Q4: 67,193 shares; 2026Q1: not reported; 2026Q2: 59,835 shares 59,835 $3.45M 0.06% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,317 shares; 2024Q4: 26,667 shares; 2025Q1: 11,115 shares; 2025Q2: 28,123 shares; 2025Q3: 26,364 shares; 2025Q4: 27,806 shares; 2026Q1: 31,893 shares; 2026Q2: 33,033 shares 33,033 $3.43M 0.06% +1,140 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,984 shares; 2024Q4: 102,143 shares; 2025Q1: not reported; 2025Q2: 94,220 shares; 2025Q3: 105,495 shares; 2025Q4: 97,166 shares; 2026Q1: 103,258 shares; 2026Q2: 135,815 shares 135,815 $3.43M 0.06% +32,557 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,995 shares; 2025Q2: 22,544 shares; 2025Q3: 30,211 shares; 2025Q4: 52,094 shares; 2026Q1: 5,894 shares; 2026Q2: 89,836 shares 89,836 $3.41M 0.06% +83,942 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,562 shares; 2025Q4: 36,576 shares; 2026Q1: 40,584 shares; 2026Q2: 38,513 shares 38,513 $3.41M 0.06% -2,071 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,461 shares; 2024Q4: 41,009 shares; 2025Q1: 48,992 shares; 2025Q2: 51,093 shares; 2025Q3: 51,702 shares; 2025Q4: 56,513 shares; 2026Q1: 62,005 shares; 2026Q2: 63,304 shares 63,304 $3.41M 0.06% +1,299 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,450 shares; 2024Q4: 9,778 shares; 2025Q1: 18,617 shares; 2025Q2: 25,441 shares; 2025Q3: 46,540 shares; 2025Q4: 40,681 shares; 2026Q1: 60,376 shares; 2026Q2: 43,207 shares 43,207 $3.38M 0.06% -17,169 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,191 shares; 2024Q4: 19,332 shares; 2025Q1: 6,049 shares; 2025Q2: 22,658 shares; 2025Q3: 21,779 shares; 2025Q4: 28,720 shares; 2026Q1: 28,407 shares; 2026Q2: 29,733 shares 29,733 $3.36M 0.06% +1,326 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,503 shares; 2024Q4: 32,593 shares; 2025Q1: 97,134 shares; 2025Q2: 109,004 shares; 2025Q3: 109,899 shares; 2025Q4: 108,062 shares; 2026Q1: 107,270 shares; 2026Q2: 104,926 shares 104,926 $3.35M 0.06% -2,344 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,203 shares; 2024Q4: 21,089 shares; 2025Q1: 23,869 shares; 2025Q2: 27,873 shares; 2025Q3: 39,311 shares; 2025Q4: 45,164 shares; 2026Q1: not reported; 2026Q2: 71,902 shares 71,902 $3.35M 0.06% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,810 shares; 2025Q2: 49,083 shares; 2025Q3: 69,833 shares; 2025Q4: 71,740 shares; 2026Q1: 38,919 shares; 2026Q2: 72,608 shares 72,608 $3.34M 0.06% +33,689 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,419 shares; 2026Q2: 6,668 shares 6,668 $3.34M 0.06% +3,249 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,069 shares; 2025Q2: 6,377 shares; 2025Q3: 6,516 shares; 2025Q4: 18,354 shares; 2026Q1: 26,740 shares; 2026Q2: 34,493 shares 34,493 $3.33M 0.06% +7,753 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,805 shares; 2024Q4: 109,535 shares; 2025Q1: 45,679 shares; 2025Q2: 151,555 shares; 2025Q3: 174,067 shares; 2025Q4: 171,659 shares; 2026Q1: 79,271 shares; 2026Q2: 172,426 shares 172,426 $3.33M 0.06% +93,155 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255,928 shares; 2026Q1: not reported; 2026Q2: 253,570 shares 253,570 $3.3M 0.06% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,749 shares; 2025Q1: 17,421 shares; 2025Q2: 15,827 shares; 2025Q3: 15,672 shares; 2025Q4: 18,477 shares; 2026Q1: not reported; 2026Q2: 16,005 shares 16,005 $3.3M 0.06% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 7,961 shares; 2025Q1: 16,996 shares; 2025Q2: 22,725 shares; 2025Q3: 32,646 shares; 2025Q4: 42,333 shares; 2026Q1: not reported; 2026Q2: 62,141 shares 62,141 $3.28M 0.06% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 4,182 shares; 2025Q1: 25,416 shares; 2025Q2: 26,642 shares; 2025Q3: 27,576 shares; 2025Q4: 28,655 shares; 2026Q1: not reported; 2026Q2: 28,490 shares 28,490 $3.27M 0.06% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,844 shares; 2024Q4: 47,570 shares; 2025Q1: 99,792 shares; 2025Q2: 103,997 shares; 2025Q3: 109,763 shares; 2025Q4: 138,300 shares; 2026Q1: not reported; 2026Q2: 160,119 shares 160,119 $3.26M 0.06% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,248 shares; 2024Q4: 20,803 shares; 2025Q1: 24,568 shares; 2025Q2: 34,469 shares; 2025Q3: 36,504 shares; 2025Q4: 38,085 shares; 2026Q1: not reported; 2026Q2: 27,591 shares 27,591 $3.24M 0.06% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,074 shares; 2024Q4: 71,763 shares; 2025Q1: 115,998 shares; 2025Q2: 127,007 shares; 2025Q3: 136,756 shares; 2025Q4: 163,670 shares; 2026Q1: not reported; 2026Q2: 165,212 shares 165,212 $3.23M 0.06% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,484 shares; 2024Q4: 36,953 shares; 2025Q1: 43,032 shares; 2025Q2: 43,674 shares; 2025Q3: 44,028 shares; 2025Q4: 48,972 shares; 2026Q1: 53,438 shares; 2026Q2: 55,584 shares 55,584 $3.22M 0.06% +2,146 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,875 shares; 2026Q1: 35,835 shares; 2026Q2: 38,930 shares 38,930 $3.18M 0.05% +3,095 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,779 shares; 2024Q4: 126,858 shares; 2025Q1: 142,902 shares; 2025Q2: 149,331 shares; 2025Q3: 143,962 shares; 2025Q4: 145,301 shares; 2026Q1: 153,634 shares; 2026Q2: 158,631 shares 158,631 $3.18M 0.05% +4,997 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,862 shares; 2024Q4: 35,791 shares; 2025Q1: 15,431 shares; 2025Q2: 53,984 shares; 2025Q3: 56,072 shares; 2025Q4: 55,073 shares; 2026Q1: not reported; 2026Q2: 56,210 shares 56,210 $3.18M 0.05% new Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,093 shares; 2024Q4: 89,295 shares; 2025Q1: not reported; 2025Q2: 96,885 shares; 2025Q3: 117,667 shares; 2025Q4: 118,593 shares; 2026Q1: 120,237 shares; 2026Q2: 120,298 shares 120,298 $3.13M 0.05% +61 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,785 shares; 2024Q4: 47,727 shares; 2025Q1: 40,041 shares; 2025Q2: 51,454 shares; 2025Q3: 54,807 shares; 2025Q4: 58,082 shares; 2026Q1: 54,082 shares; 2026Q2: 50,727 shares 50,727 $3.11M 0.05% -3,355 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,716 shares; 2025Q2: 19,834 shares; 2025Q3: 20,913 shares; 2025Q4: 20,420 shares; 2026Q1: not reported; 2026Q2: 20,279 shares 20,279 $3.09M 0.05% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,401 shares; 2024Q4: 35,701 shares; 2025Q1: 76,439 shares; 2025Q2: 85,417 shares; 2025Q3: 79,906 shares; 2025Q4: 65,791 shares; 2026Q1: not reported; 2026Q2: 64,624 shares 64,624 $3.07M 0.05% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,705 shares; 2025Q1: 9,545 shares; 2025Q2: 8,745 shares; 2025Q3: 8,610 shares; 2025Q4: 8,784 shares; 2026Q1: 8,663 shares; 2026Q2: 10,684 shares 10,684 $3.03M 0.05% +2,021 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,299 shares; 2024Q4: 47,432 shares; 2025Q1: 16,072 shares; 2025Q2: 16,678 shares; 2025Q3: 15,919 shares; 2025Q4: 16,291 shares; 2026Q1: not reported; 2026Q2: 16,946 shares 16,946 $3.03M 0.05% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,234 shares; 2024Q4: 90,242 shares; 2025Q1: 122,421 shares; 2025Q2: 135,809 shares; 2025Q3: 135,719 shares; 2025Q4: 128,489 shares; 2026Q1: 127,789 shares; 2026Q2: 135,027 shares 135,027 $3.02M 0.05% +7,238 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,318 shares; 2025Q2: 22,928 shares; 2025Q3: 28,709 shares; 2025Q4: 33,867 shares; 2026Q1: 34,412 shares; 2026Q2: 33,810 shares 33,810 $3.01M 0.05% -602 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,947 shares; 2025Q2: 9,025 shares; 2025Q3: 11,373 shares; 2025Q4: 11,717 shares; 2026Q1: 10,727 shares; 2026Q2: 12,617 shares 12,617 $3M 0.05% +1,890 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,176 shares; 2024Q4: 9,411 shares; 2025Q1: 28,278 shares; 2025Q2: 30,149 shares; 2025Q3: 30,779 shares; 2025Q4: 31,080 shares; 2026Q1: not reported; 2026Q2: 29,261 shares 29,261 $2.99M 0.05% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,892 shares; 2024Q4: 6,576 shares; 2025Q1: 38,817 shares; 2025Q2: 38,840 shares; 2025Q3: 38,840 shares; 2025Q4: 38,901 shares; 2026Q1: 45,979 shares; 2026Q2: 61,165 shares 61,165 $2.99M 0.05% +15,186 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,359 shares; 2024Q4: 1,382 shares; 2025Q1: 1,494 shares; 2025Q2: 1,748 shares; 2025Q3: 1,775 shares; 2025Q4: 1,503 shares; 2026Q1: 1,500 shares; 2026Q2: 1,756 shares 1,756 $2.98M 0.05% +256 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,008 shares; 2024Q4: 23,500 shares; 2025Q1: 30,092 shares; 2025Q2: 33,571 shares; 2025Q3: 31,236 shares; 2025Q4: 29,951 shares; 2026Q1: not reported; 2026Q2: 27,613 shares 27,613 $2.98M 0.05% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,262 shares; 2025Q2: 46,467 shares; 2025Q3: 46,351 shares; 2025Q4: 50,575 shares; 2026Q1: not reported; 2026Q2: 48,252 shares 48,252 $2.98M 0.05% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,063 shares; 2024Q4: 3,990 shares; 2025Q1: 8,116 shares; 2025Q2: 10,014 shares; 2025Q3: 10,025 shares; 2025Q4: 8,582 shares; 2026Q1: not reported; 2026Q2: 10,252 shares 10,252 $2.98M 0.05% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,843 shares; 2024Q4: 7,700 shares; 2025Q1: 11,761 shares; 2025Q2: 26,738 shares; 2025Q3: 39,978 shares; 2025Q4: 41,423 shares; 2026Q1: not reported; 2026Q2: 38,878 shares 38,878 $2.98M 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,793 shares; 2025Q1: 3,828 shares; 2025Q2: 9,026 shares; 2025Q3: 9,016 shares; 2025Q4: 6,177 shares; 2026Q1: not reported; 2026Q2: 5,919 shares 5,919 $2.97M 0.05% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,806 shares; 2024Q4: 18,757 shares; 2025Q1: 20,458 shares; 2025Q2: 21,492 shares; 2025Q3: 44,589 shares; 2025Q4: 57,787 shares; 2026Q1: 61,625 shares; 2026Q2: 69,739 shares 69,739 $2.96M 0.05% +8,114 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,920 shares; 2025Q2: 108,370 shares; 2025Q3: 112,067 shares; 2025Q4: 98,344 shares; 2026Q1: not reported; 2026Q2: 80,929 shares 80,929 $2.96M 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,005 shares; 2024Q4: 14,469 shares; 2025Q1: 39,287 shares; 2025Q2: 41,325 shares; 2025Q3: 41,827 shares; 2025Q4: 39,476 shares; 2026Q1: 40,542 shares; 2026Q2: 40,258 shares 40,258 $2.95M 0.05% -284 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 324,863 shares; 2025Q2: 359,399 shares; 2025Q3: 370,336 shares; 2025Q4: 372,650 shares; 2026Q1: not reported; 2026Q2: 381,673 shares 381,673 $2.93M 0.05% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,435 shares; 2024Q4: 6,420 shares; 2025Q1: 15,986 shares; 2025Q2: 16,018 shares; 2025Q3: 16,021 shares; 2025Q4: 16,028 shares; 2026Q1: not reported; 2026Q2: 15,970 shares 15,970 $2.92M 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,284 shares; 2024Q4: 2,411 shares; 2025Q1: 6,320 shares; 2025Q2: 19,612 shares; 2025Q3: 18,287 shares; 2025Q4: 14,795 shares; 2026Q1: 13,842 shares; 2026Q2: 14,544 shares 14,544 $2.92M 0.05% +702 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,519 shares; 2026Q2: 19,655 shares 19,655 $2.91M 0.05% +13,136 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,989 shares; 2024Q4: 28,269 shares; 2025Q1: 28,275 shares; 2025Q2: 28,281 shares; 2025Q3: 28,286 shares; 2025Q4: 28,208 shares; 2026Q1: not reported; 2026Q2: 28,072 shares 28,072 $2.91M 0.05% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,678 shares; 2024Q4: 58,009 shares; 2025Q1: 101,398 shares; 2025Q2: 102,579 shares; 2025Q3: 108,799 shares; 2025Q4: 127,551 shares; 2026Q1: not reported; 2026Q2: 148,301 shares 148,301 $2.91M 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 4,325 shares; 2025Q1: 12,822 shares; 2025Q2: 12,547 shares; 2025Q3: 9,281 shares; 2025Q4: 9,377 shares; 2026Q1: not reported; 2026Q2: 9,201 shares 9,201 $2.9M 0.05% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,419 shares; 2024Q4: 11,537 shares; 2025Q1: 12,268 shares; 2025Q2: 25,453 shares; 2025Q3: 25,216 shares; 2025Q4: 28,224 shares; 2026Q1: 22,165 shares; 2026Q2: 28,606 shares 28,606 $2.88M 0.05% +6,441 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,898 shares; 2024Q4: 16,492 shares; 2025Q1: 52,640 shares; 2025Q2: 55,211 shares; 2025Q3: 56,578 shares; 2025Q4: 53,638 shares; 2026Q1: 53,176 shares; 2026Q2: 53,178 shares 53,178 $2.88M 0.05% +2 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,369 shares; 2024Q4: 17,050 shares; 2025Q1: 22,733 shares; 2025Q2: 24,791 shares; 2025Q3: 27,539 shares; 2025Q4: 26,783 shares; 2026Q1: not reported; 2026Q2: 26,020 shares 26,020 $2.87M 0.05% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,326 shares; 2024Q4: 26,519 shares; 2025Q1: 11,327 shares; 2025Q2: 39,374 shares; 2025Q3: 39,978 shares; 2025Q4: 39,310 shares; 2026Q1: not reported; 2026Q2: 42,844 shares 42,844 $2.87M 0.05% new Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,567 shares; 2024Q4: 46,059 shares; 2025Q1: not reported; 2025Q2: 48,804 shares; 2025Q3: 54,150 shares; 2025Q4: 49,856 shares; 2026Q1: 50,122 shares; 2026Q2: 57,671 shares 57,671 $2.84M 0.05% +7,549 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,068 shares; 2025Q4: 14,442 shares; 2026Q1: 15,366 shares; 2026Q2: 16,760 shares 16,760 $2.84M 0.05% +1,394 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,363 shares; 2024Q4: 28,311 shares; 2025Q1: 44,655 shares; 2025Q2: 44,686 shares; 2025Q3: 44,468 shares; 2025Q4: 39,756 shares; 2026Q1: 41,447 shares; 2026Q2: 45,071 shares 45,071 $2.84M 0.05% +3,624 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,257 shares; 2024Q4: 13,319 shares; 2025Q1: not reported; 2025Q2: 13,580 shares; 2025Q3: 13,316 shares; 2025Q4: 12,820 shares; 2026Q1: 15,953 shares; 2026Q2: 15,670 shares 15,670 $2.84M 0.05% -283 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,282 shares; 2025Q1: 23,852 shares; 2025Q2: 43,884 shares; 2025Q3: 51,568 shares; 2025Q4: 57,375 shares; 2026Q1: 63,929 shares; 2026Q2: 68,768 shares 68,768 $2.83M 0.05% +4,839 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,099 shares; 2025Q3: 50,054 shares; 2025Q4: 66,130 shares; 2026Q1: 73,557 shares; 2026Q2: 64,214 shares 64,214 $2.77M 0.05% -9,343 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,692 shares; 2024Q4: 70,254 shares; 2025Q1: 27,969 shares; 2025Q2: 37,739 shares; 2025Q3: 41,320 shares; 2025Q4: 43,768 shares; 2026Q1: not reported; 2026Q2: 34,504 shares 34,504 $2.76M 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,573 shares; 2024Q4: 9,781 shares; 2025Q1: 3,813 shares; 2025Q2: 11,917 shares; 2025Q3: 8,480 shares; 2025Q4: 8,771 shares; 2026Q1: 8,379 shares; 2026Q2: 8,083 shares 8,083 $2.75M 0.05% -296 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,679 shares; 2025Q4: not reported; 2026Q1: 7,338 shares; 2026Q2: 6,190 shares 6,190 $2.75M 0.05% -1,148 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,840 shares; 2024Q4: 24,086 shares; 2025Q1: 73,717 shares; 2025Q2: 66,616 shares; 2025Q3: 64,571 shares; 2025Q4: 53,970 shares; 2026Q1: not reported; 2026Q2: 54,235 shares 54,235 $2.74M 0.05% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,246 shares; 2025Q2: 17,846 shares; 2025Q3: 18,176 shares; 2025Q4: 17,784 shares; 2026Q1: 13,532 shares; 2026Q2: 60,763 shares 60,763 $2.74M 0.05% +47,231 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,251 shares; 2024Q4: 3,788 shares; 2025Q1: 11,310 shares; 2025Q2: 11,874 shares; 2025Q3: 11,649 shares; 2025Q4: 11,784 shares; 2026Q1: 12,178 shares; 2026Q2: 12,058 shares 12,058 $2.74M 0.05% -120 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,593 shares; 2025Q1: 8,372 shares; 2025Q2: 10,571 shares; 2025Q3: 10,250 shares; 2025Q4: 10,902 shares; 2026Q1: 10,734 shares; 2026Q2: 10,490 shares 10,490 $2.73M 0.05% -244 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,698 shares; 2024Q4: 6,832 shares; 2025Q1: 18,032 shares; 2025Q2: 18,532 shares; 2025Q3: 18,926 shares; 2025Q4: 19,393 shares; 2026Q1: 19,042 shares; 2026Q2: 38,201 shares 38,201 $2.73M 0.05% +19,159 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,524 shares; 2024Q4: 8,631 shares; 2025Q1: 4,740 shares; 2025Q2: 10,674 shares; 2025Q3: 9,685 shares; 2025Q4: 9,512 shares; 2026Q1: 9,442 shares; 2026Q2: 9,250 shares 9,250 $2.71M 0.05% -192 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,656 shares; 2026Q2: 13,534 shares 13,534 $2.71M 0.05% +4,878 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,833 shares; 2025Q4: 20,938 shares; 2026Q1: 22,576 shares; 2026Q2: 23,315 shares 23,315 $2.7M 0.05% +739 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,028 shares; 2025Q4: 9,139 shares; 2026Q1: not reported; 2026Q2: 23,263 shares 23,263 $2.7M 0.05% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,188 shares; 2024Q4: 72,240 shares; 2025Q1: 77,842 shares; 2025Q2: 78,778 shares; 2025Q3: 84,533 shares; 2025Q4: 94,634 shares; 2026Q1: not reported; 2026Q2: 100,817 shares 100,817 $2.67M 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,796 shares; 2024Q4: 2,964 shares; 2025Q1: 3,487 shares; 2025Q2: 3,883 shares; 2025Q3: 5,656 shares; 2025Q4: 6,152 shares; 2026Q1: not reported; 2026Q2: 6,431 shares 6,431 $2.67M 0.05% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,313 shares; 2024Q4: 32,678 shares; 2025Q1: 52,650 shares; 2025Q2: 66,177 shares; 2025Q3: 69,510 shares; 2025Q4: 83,523 shares; 2026Q1: 11,700 shares; 2026Q2: 106,659 shares 106,659 $2.65M 0.05% +94,959 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,409 shares; 2024Q4: 4,715 shares; 2025Q1: 14,272 shares; 2025Q2: 15,680 shares; 2025Q3: 17,574 shares; 2025Q4: 18,800 shares; 2026Q1: 23,562 shares; 2026Q2: 27,723 shares 27,723 $2.65M 0.05% +4,161 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,669 shares; 2024Q4: 18,360 shares; 2025Q1: 72,826 shares; 2025Q2: 72,601 shares; 2025Q3: 73,352 shares; 2025Q4: 75,929 shares; 2026Q1: not reported; 2026Q2: 65,716 shares 65,716 $2.64M 0.05% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,920 shares; 2025Q1: 139,301 shares; 2025Q2: 149,481 shares; 2025Q3: 155,748 shares; 2025Q4: 156,058 shares; 2026Q1: not reported; 2026Q2: 49,923 shares 49,923 $2.64M 0.05% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,094 shares; 2024Q4: 23,665 shares; 2025Q1: not reported; 2025Q2: 26,874 shares; 2025Q3: 28,098 shares; 2025Q4: 27,493 shares; 2026Q1: not reported; 2026Q2: 30,415 shares 30,415 $2.64M 0.05% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,382 shares; 2025Q2: 28,877 shares; 2025Q3: 38,497 shares; 2025Q4: 41,905 shares; 2026Q1: not reported; 2026Q2: 56,165 shares 56,165 $2.63M 0.05% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,322 shares; 2025Q2: 24,197 shares; 2025Q3: 29,438 shares; 2025Q4: 30,947 shares; 2026Q1: 25,375 shares; 2026Q2: 25,844 shares 25,844 $2.63M 0.05% +469 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 2,760 shares; 2025Q1: 3,994 shares; 2025Q2: 4,434 shares; 2025Q3: 4,611 shares; 2025Q4: 4,853 shares; 2026Q1: 4,889 shares; 2026Q2: 4,970 shares 4,970 $2.62M 0.04% +81 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,454 shares; 2024Q4: 19,854 shares; 2025Q1: not reported; 2025Q2: 23,996 shares; 2025Q3: 27,333 shares; 2025Q4: 30,059 shares; 2026Q1: 29,950 shares; 2026Q2: 31,667 shares 31,667 $2.61M 0.04% +1,717 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,388 shares; 2024Q4: 4,882 shares; 2025Q1: 8,254 shares; 2025Q2: 9,794 shares; 2025Q3: 9,265 shares; 2025Q4: 9,694 shares; 2026Q1: 9,245 shares; 2026Q2: 8,174 shares 8,174 $2.6M 0.04% -1,071 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,017 shares; 2024Q4: 14,705 shares; 2025Q1: 21,373 shares; 2025Q2: 29,896 shares; 2025Q3: 30,267 shares; 2025Q4: 23,804 shares; 2026Q1: not reported; 2026Q2: 23,405 shares 23,405 $2.59M 0.04% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,980 shares; 2024Q4: 16,575 shares; 2025Q1: 125,852 shares; 2025Q2: 125,008 shares; 2025Q3: 120,023 shares; 2025Q4: 119,092 shares; 2026Q1: not reported; 2026Q2: 125,610 shares 125,610 $2.58M 0.04% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,730 shares; 2024Q4: 8,313 shares; 2025Q1: 58,815 shares; 2025Q2: 62,644 shares; 2025Q3: 65,051 shares; 2025Q4: 54,820 shares; 2026Q1: 54,678 shares; 2026Q2: 55,255 shares 55,255 $2.58M 0.04% +577 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,419 shares; 2024Q4: 4,434 shares; 2025Q1: 12,121 shares; 2025Q2: 13,779 shares; 2025Q3: 14,749 shares; 2025Q4: 15,737 shares; 2026Q1: not reported; 2026Q2: 27,189 shares 27,189 $2.57M 0.04% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,791 shares; 2024Q4: 6,515 shares; 2025Q1: 5,456 shares; 2025Q2: 12,519 shares; 2025Q3: 12,715 shares; 2025Q4: 12,948 shares; 2026Q1: not reported; 2026Q2: 15,650 shares 15,650 $2.56M 0.04% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,149 shares; 2026Q1: 9,401 shares; 2026Q2: 6,483 shares 6,483 $2.56M 0.04% -2,918 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,286 shares; 2025Q1: 8,630 shares; 2025Q2: 8,875 shares; 2025Q3: 8,935 shares; 2025Q4: 8,751 shares; 2026Q1: not reported; 2026Q2: 7,362 shares 7,362 $2.53M 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 4,956 shares; 2025Q1: 5,734 shares; 2025Q2: 11,139 shares; 2025Q3: 10,920 shares; 2025Q4: 6,602 shares; 2026Q1: 6,511 shares; 2026Q2: 7,678 shares 7,678 $2.53M 0.04% +1,167 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 2,490 shares; 2025Q1: 12,697 shares; 2025Q2: 13,086 shares; 2025Q3: 13,388 shares; 2025Q4: 13,952 shares; 2026Q1: not reported; 2026Q2: 14,446 shares 14,446 $2.53M 0.04% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,154 shares; 2024Q4: 51,799 shares; 2025Q1: 9,335 shares; 2025Q2: 60,368 shares; 2025Q3: 59,938 shares; 2025Q4: 60,620 shares; 2026Q1: not reported; 2026Q2: 68,550 shares 68,550 $2.53M 0.04% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,975 shares; 2024Q4: 26,507 shares; 2025Q1: 255,261 shares; 2025Q2: 241,885 shares; 2025Q3: 237,593 shares; 2025Q4: 237,068 shares; 2026Q1: not reported; 2026Q2: 197,401 shares 197,401 $2.53M 0.04% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: not reported; 2025Q1: 23,289 shares; 2025Q2: 24,555 shares; 2025Q3: 26,407 shares; 2025Q4: 24,877 shares; 2026Q1: not reported; 2026Q2: 24,258 shares 24,258 $2.51M 0.04% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,375 shares; 2026Q1: not reported; 2026Q2: 51,287 shares 51,287 $2.51M 0.04% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 5,124 shares; 2025Q1: 5,333 shares; 2025Q2: 5,407 shares; 2025Q3: 5,103 shares; 2025Q4: 6,638 shares; 2026Q1: not reported; 2026Q2: 11,323 shares 11,323 $2.48M 0.04% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,402 shares; 2024Q4: 9,725 shares; 2025Q1: 13,707 shares; 2025Q2: 13,659 shares; 2025Q3: 14,632 shares; 2025Q4: 15,028 shares; 2026Q1: 15,316 shares; 2026Q2: 15,133 shares 15,133 $2.48M 0.04% -183 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,295 shares; 2025Q2: 96,866 shares; 2025Q3: 119,660 shares; 2025Q4: 136,169 shares; 2026Q1: not reported; 2026Q2: 152,483 shares 152,483 $2.47M 0.04% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,938 shares; 2024Q4: 6,054 shares; 2025Q1: 7,186 shares; 2025Q2: 11,559 shares; 2025Q3: 14,283 shares; 2025Q4: 47,115 shares; 2026Q1: 48,996 shares; 2026Q2: 48,760 shares 48,760 $2.47M 0.04% -236 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,639 shares; 2024Q4: 34,781 shares; 2025Q1: 113,307 shares; 2025Q2: 103,408 shares; 2025Q3: 103,819 shares; 2025Q4: 99,952 shares; 2026Q1: not reported; 2026Q2: 94,955 shares 94,955 $2.45M 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,252 shares; 2024Q4: 15,146 shares; 2025Q1: 43,249 shares; 2025Q2: 46,514 shares; 2025Q3: 46,204 shares; 2025Q4: 44,907 shares; 2026Q1: not reported; 2026Q2: 40,474 shares 40,474 $2.44M 0.04% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,124 shares; 2025Q2: 11,628 shares; 2025Q3: 16,036 shares; 2025Q4: 19,525 shares; 2026Q1: not reported; 2026Q2: 35,077 shares 35,077 $2.44M 0.04% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,315 shares; 2025Q1: 9,994 shares; 2025Q2: 11,618 shares; 2025Q3: 12,054 shares; 2025Q4: 10,861 shares; 2026Q1: 10,721 shares; 2026Q2: 10,244 shares 10,244 $2.44M 0.04% -477 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,058 shares 12,058 $2.43M 0.04% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,205 shares; 2024Q4: 10,830 shares; 2025Q1: 14,581 shares; 2025Q2: 17,737 shares; 2025Q3: 15,219 shares; 2025Q4: 15,717 shares; 2026Q1: 14,766 shares; 2026Q2: 15,659 shares 15,659 $2.41M 0.04% +893 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,163 shares; 2024Q4: 4,164 shares; 2025Q1: 18,761 shares; 2025Q2: 17,746 shares; 2025Q3: 17,101 shares; 2025Q4: 17,685 shares; 2026Q1: 17,610 shares; 2026Q2: 16,941 shares 16,941 $2.4M 0.04% -669 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,916 shares; 2024Q4: 15,998 shares; 2025Q1: 16,922 shares; 2025Q2: 17,304 shares; 2025Q3: 17,192 shares; 2025Q4: 17,908 shares; 2026Q1: not reported; 2026Q2: 16,858 shares 16,858 $2.39M 0.04% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,064 shares; 2024Q4: 8,048 shares; 2025Q1: not reported; 2025Q2: 5,559 shares; 2025Q3: 5,347 shares; 2025Q4: 39,838 shares; 2026Q1: not reported; 2026Q2: 56,396 shares 56,396 $2.38M 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,557 shares; 2025Q2: 24,929 shares; 2025Q3: 28,042 shares; 2025Q4: 21,764 shares; 2026Q1: 22,163 shares; 2026Q2: 20,313 shares 20,313 $2.37M 0.04% -1,850 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,060 shares; 2024Q4: 26,387 shares; 2025Q1: 27,666 shares; 2025Q2: 26,211 shares; 2025Q3: 25,741 shares; 2025Q4: 26,392 shares; 2026Q1: not reported; 2026Q2: 25,184 shares 25,184 $2.37M 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,579 shares; 2024Q4: 24,205 shares; 2025Q1: 66,794 shares; 2025Q2: 71,009 shares; 2025Q3: 71,273 shares; 2025Q4: 52,226 shares; 2026Q1: 48,481 shares; 2026Q2: 47,255 shares 47,255 $2.35M 0.04% -1,226 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,539 shares; 2025Q1: 13,386 shares; 2025Q2: 14,613 shares; 2025Q3: 14,045 shares; 2025Q4: 13,759 shares; 2026Q1: 13,046 shares; 2026Q2: 16,084 shares 16,084 $2.35M 0.04% +3,038 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,387 shares; 2025Q4: 167,387 shares; 2026Q1: not reported; 2026Q2: 202,156 shares 202,156 $2.34M 0.04% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,985 shares; 2024Q4: 46,133 shares; 2025Q1: 46,256 shares; 2025Q2: 45,095 shares; 2025Q3: 45,254 shares; 2025Q4: 53,087 shares; 2026Q1: not reported; 2026Q2: 55,070 shares 55,070 $2.33M 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,812 shares; 2025Q2: 20,235 shares; 2025Q3: not reported; 2025Q4: 21,664 shares; 2026Q1: 22,594 shares; 2026Q2: 22,689 shares 22,689 $2.32M 0.04% +95 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,866 shares; 2024Q4: 10,266 shares; 2025Q1: 12,018 shares; 2025Q2: 24,533 shares; 2025Q3: 22,519 shares; 2025Q4: 16,672 shares; 2026Q1: 15,220 shares; 2026Q2: 14,746 shares 14,746 $2.31M 0.04% -474 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,012 shares; 2025Q3: 58,826 shares; 2025Q4: 60,842 shares; 2026Q1: 67,653 shares; 2026Q2: 113,401 shares 113,401 $2.3M 0.04% +45,748 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,355 shares; 2025Q2: 14,955 shares; 2025Q3: 33,488 shares; 2025Q4: 15,174 shares; 2026Q1: 11,320 shares; 2026Q2: 8,280 shares 8,280 $2.29M 0.04% -3,040 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,311 shares; 2024Q4: 15,397 shares; 2025Q1: 25,402 shares; 2025Q2: 27,128 shares; 2025Q3: 25,255 shares; 2025Q4: 24,039 shares; 2026Q1: not reported; 2026Q2: 24,937 shares 24,937 $2.29M 0.04% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,259 shares; 2024Q4: 14,874 shares; 2025Q1: 28,402 shares; 2025Q2: 28,279 shares; 2025Q3: 29,132 shares; 2025Q4: 28,510 shares; 2026Q1: not reported; 2026Q2: 29,390 shares 29,390 $2.28M 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,198 shares; 2024Q4: 17,407 shares; 2025Q1: 24,167 shares; 2025Q2: 26,240 shares; 2025Q3: 26,376 shares; 2025Q4: 26,570 shares; 2026Q1: 26,470 shares; 2026Q2: 24,807 shares 24,807 $2.28M 0.04% -1,663 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,876 shares; 2024Q4: 9,103 shares; 2025Q1: 41,153 shares; 2025Q2: 43,774 shares; 2025Q3: 37,583 shares; 2025Q4: 33,399 shares; 2026Q1: 33,373 shares; 2026Q2: 29,710 shares 29,710 $2.27M 0.04% -3,663 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,338 shares; 2024Q4: 59,771 shares; 2025Q1: 111,497 shares; 2025Q2: 134,524 shares; 2025Q3: 133,374 shares; 2025Q4: 99,787 shares; 2026Q1: 95,742 shares; 2026Q2: 92,418 shares 92,418 $2.27M 0.04% -3,324 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,889 shares; 2024Q4: 6,682 shares; 2025Q1: 12,628 shares; 2025Q2: 16,621 shares; 2025Q3: 16,970 shares; 2025Q4: 14,592 shares; 2026Q1: not reported; 2026Q2: 15,839 shares 15,839 $2.27M 0.04% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,173 shares; 2024Q4: 12,678 shares; 2025Q1: 24,999 shares; 2025Q2: 48,143 shares; 2025Q3: 51,411 shares; 2025Q4: 49,110 shares; 2026Q1: not reported; 2026Q2: 47,178 shares 47,178 $2.27M 0.04% new Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,794 shares; 2024Q4: 62,895 shares; 2025Q1: 62,762 shares; 2025Q2: 61,953 shares; 2025Q3: 61,685 shares; 2025Q4: 61,563 shares; 2026Q1: not reported; 2026Q2: 72,198 shares 72,198 $2.25M 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309 shares; 2024Q4: 4,257 shares; 2025Q1: 3,838 shares; 2025Q2: 3,764 shares; 2025Q3: 3,973 shares; 2025Q4: 4,401 shares; 2026Q1: 4,302 shares; 2026Q2: 4,320 shares 4,320 $2.24M 0.04% +18 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,317 shares; 2024Q4: 12,238 shares; 2025Q1: 5,373 shares; 2025Q2: 16,599 shares; 2025Q3: 16,692 shares; 2025Q4: 16,556 shares; 2026Q1: not reported; 2026Q2: 17,555 shares 17,555 $2.24M 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 2,956 shares; 2025Q1: 9,845 shares; 2025Q2: 9,062 shares; 2025Q3: 9,079 shares; 2025Q4: 9,644 shares; 2026Q1: 9,703 shares; 2026Q2: 8,742 shares 8,742 $2.24M 0.04% -961 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,894 shares; 2025Q2: 21,744 shares; 2025Q3: 31,034 shares; 2025Q4: 40,293 shares; 2026Q1: not reported; 2026Q2: 37,035 shares 37,035 $2.23M 0.04% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,612 shares; 2024Q4: 42,131 shares; 2025Q1: 59,768 shares; 2025Q2: 69,385 shares; 2025Q3: 77,209 shares; 2025Q4: 84,318 shares; 2026Q1: 89,004 shares; 2026Q2: 73,906 shares 73,906 $2.23M 0.04% -15,098 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,603 shares; 2024Q4: 7,997 shares; 2025Q1: not reported; 2025Q2: 20,287 shares; 2025Q3: 34,774 shares; 2025Q4: 32,035 shares; 2026Q1: 31,895 shares; 2026Q2: 32,996 shares 32,996 $2.23M 0.04% +1,101 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,832 shares; 2024Q4: 6,883 shares; 2025Q1: 11,843 shares; 2025Q2: 14,710 shares; 2025Q3: 16,958 shares; 2025Q4: 19,080 shares; 2026Q1: not reported; 2026Q2: 20,710 shares 20,710 $2.23M 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,824 shares; 2025Q1: 7,881 shares; 2025Q2: 10,311 shares; 2025Q3: 10,272 shares; 2025Q4: 7,990 shares; 2026Q1: not reported; 2026Q2: 7,074 shares 7,074 $2.23M 0.04% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: 6,653 shares; 2025Q1: 21,180 shares; 2025Q2: 26,784 shares; 2025Q3: 25,818 shares; 2025Q4: 25,418 shares; 2026Q1: 25,452 shares; 2026Q2: 25,311 shares 25,311 $2.22M 0.04% -141 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,918 shares; 2024Q4: 6,044 shares; 2025Q1: 16,764 shares; 2025Q2: 20,483 shares; 2025Q3: 20,434 shares; 2025Q4: 25,394 shares; 2026Q1: 24,500 shares; 2026Q2: 26,197 shares 26,197 $2.22M 0.04% +1,697 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,777 shares; 2024Q4: 5,026 shares; 2025Q1: 15,735 shares; 2025Q2: 17,374 shares; 2025Q3: 16,606 shares; 2025Q4: 16,373 shares; 2026Q1: 15,170 shares; 2026Q2: 15,238 shares 15,238 $2.2M 0.04% +68 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,190 shares; 2024Q4: 11,331 shares; 2025Q1: 16,937 shares; 2025Q2: 17,427 shares; 2025Q3: 18,373 shares; 2025Q4: 19,485 shares; 2026Q1: not reported; 2026Q2: 22,210 shares 22,210 $2.19M 0.04% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,770 shares; 2024Q4: 127,405 shares; 2025Q1: 135,658 shares; 2025Q2: 136,786 shares; 2025Q3: 136,138 shares; 2025Q4: 117,090 shares; 2026Q1: not reported; 2026Q2: 114,567 shares 114,567 $2.18M 0.04% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,522 shares; 2024Q4: 20,247 shares; 2025Q1: 28,284 shares; 2025Q2: 28,795 shares; 2025Q3: 28,239 shares; 2025Q4: 28,080 shares; 2026Q1: 26,925 shares; 2026Q2: 26,975 shares 26,975 $2.18M 0.04% +50 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 2,146 shares; 2025Q3: 3,024 shares; 2025Q4: 3,163 shares; 2026Q1: not reported; 2026Q2: 4,691 shares 4,691 $2.17M 0.04% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,667 shares; 2025Q2: 65,959 shares; 2025Q3: 65,723 shares; 2025Q4: 70,143 shares; 2026Q1: not reported; 2026Q2: 65,251 shares 65,251 $2.17M 0.04% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,362 shares; 2024Q4: 36,714 shares; 2025Q1: 96,936 shares; 2025Q2: 64,923 shares; 2025Q3: 57,795 shares; 2025Q4: 45,722 shares; 2026Q1: not reported; 2026Q2: 41,566 shares 41,566 $2.17M 0.04% new Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,072 shares; 2024Q4: 25,230 shares; 2025Q1: 30,891 shares; 2025Q2: 34,546 shares; 2025Q3: 37,053 shares; 2025Q4: 33,594 shares; 2026Q1: not reported; 2026Q2: 33,428 shares 33,428 $2.16M 0.04% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,353 shares; 2024Q4: 12,422 shares; 2025Q1: 17,633 shares; 2025Q2: 56,547 shares; 2025Q3: 22,080 shares; 2025Q4: 17,855 shares; 2026Q1: 32,564 shares; 2026Q2: 34,120 shares 34,120 $2.15M 0.04% +1,556 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,302 shares; 2025Q1: 3,381 shares; 2025Q2: 6,661 shares; 2025Q3: 5,822 shares; 2025Q4: 23,473 shares; 2026Q1: 23,227 shares; 2026Q2: 21,469 shares 21,469 $2.13M 0.04% -1,758 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,774 shares 33,774 $2.11M 0.04% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,531 shares; 2025Q3: 20,049 shares; 2025Q4: 22,218 shares; 2026Q1: 23,807 shares; 2026Q2: 21,488 shares 21,488 $2.11M 0.04% -2,319 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,354 shares; 2024Q4: 16,443 shares; 2025Q1: 24,534 shares; 2025Q2: 47,995 shares; 2025Q3: 47,478 shares; 2025Q4: 58,190 shares; 2026Q1: 41,364 shares; 2026Q2: 36,006 shares 36,006 $2.1M 0.04% -5,358 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,550 shares 27,550 $2.09M 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,032 shares; 2025Q1: 10,337 shares; 2025Q2: 12,556 shares; 2025Q3: 12,315 shares; 2025Q4: 10,395 shares; 2026Q1: 9,743 shares; 2026Q2: 9,274 shares 9,274 $2.08M 0.04% -469 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,136 shares; 2025Q4: not reported; 2026Q1: 10,276 shares; 2026Q2: 33,818 shares 33,818 $2.08M 0.04% +23,542 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,018 shares; 2024Q4: 21,776 shares; 2025Q1: 15,596 shares; 2025Q2: 23,386 shares; 2025Q3: 20,898 shares; 2025Q4: 20,795 shares; 2026Q1: not reported; 2026Q2: 20,083 shares 20,083 $2.07M 0.04% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,930 shares; 2026Q2: 10,930 shares 10,930 $2.07M 0.04% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,576 shares; 2025Q4: not reported; 2026Q1: 3,018 shares; 2026Q2: 6,819 shares 6,819 $2.06M 0.04% +3,801 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,355 shares; 2024Q4: 17,173 shares; 2025Q1: 18,544 shares; 2025Q2: 26,470 shares; 2025Q3: 28,867 shares; 2025Q4: 24,595 shares; 2026Q1: not reported; 2026Q2: 25,418 shares 25,418 $2.06M 0.04% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,575 shares; 2024Q4: 82,014 shares; 2025Q1: 95,732 shares; 2025Q2: 128,014 shares; 2025Q3: 138,555 shares; 2025Q4: 129,249 shares; 2026Q1: 127,448 shares; 2026Q2: 128,847 shares 128,847 $2.06M 0.04% +1,399 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,028 shares; 2024Q4: 14,901 shares; 2025Q1: 3,598 shares; 2025Q2: 15,842 shares; 2025Q3: 18,805 shares; 2025Q4: 20,881 shares; 2026Q1: 21,981 shares; 2026Q2: 19,138 shares 19,138 $2.05M 0.04% -2,843 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,119 shares; 2024Q4: 32,710 shares; 2025Q1: 59,931 shares; 2025Q2: 58,829 shares; 2025Q3: 55,342 shares; 2025Q4: 57,079 shares; 2026Q1: not reported; 2026Q2: 67,184 shares 67,184 $2.05M 0.04% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,352 shares; 2024Q4: 12,276 shares; 2025Q1: not reported; 2025Q2: 12,816 shares; 2025Q3: 13,124 shares; 2025Q4: 12,939 shares; 2026Q1: not reported; 2026Q2: 14,524 shares 14,524 $2.04M 0.04% new Timeline QQQG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,864 shares 61,864 $2.04M 0.04% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,088 shares; 2024Q4: 5,025 shares; 2025Q1: 4,865 shares; 2025Q2: 8,203 shares; 2025Q3: 7,417 shares; 2025Q4: 7,134 shares; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $2.03M 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,932 shares; 2024Q4: 6,024 shares; 2025Q1: 21,140 shares; 2025Q2: 23,516 shares; 2025Q3: 24,356 shares; 2025Q4: 24,102 shares; 2026Q1: 24,323 shares; 2026Q2: 23,948 shares 23,948 $2.03M 0.03% -375 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,851 shares 44,851 $2.02M 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,916 shares; 2025Q1: 4,382 shares; 2025Q2: 4,544 shares; 2025Q3: 4,558 shares; 2025Q4: 4,303 shares; 2026Q1: not reported; 2026Q2: 4,072 shares 4,072 $2.02M 0.03% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,020 shares; 2024Q4: 24,061 shares; 2025Q1: not reported; 2025Q2: 28,902 shares; 2025Q3: 30,625 shares; 2025Q4: 34,248 shares; 2026Q1: 36,604 shares; 2026Q2: 43,073 shares 43,073 $2.01M 0.03% +6,469 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,306 shares; 2024Q4: 22,317 shares; 2025Q1: 41,155 shares; 2025Q2: 41,830 shares; 2025Q3: 47,726 shares; 2025Q4: 45,863 shares; 2026Q1: not reported; 2026Q2: 43,221 shares 43,221 $2.01M 0.03% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,628 shares; 2024Q4: 12,518 shares; 2025Q1: 14,808 shares; 2025Q2: 22,568 shares; 2025Q3: 39,967 shares; 2025Q4: 44,400 shares; 2026Q1: not reported; 2026Q2: 39,576 shares 39,576 $2M 0.03% new Timeline