AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,881 shares; 2024Q4: 283,858 shares; 2025Q1: 218,054 shares; 2025Q2: 218,012 shares; 2025Q3: 253,776 shares; 2025Q4: 311,859 shares; 2026Q1: 308,487 shares; 2026Q2: 318,568 shares 318,568 $92.2M 3.72% +10,081 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: 37,076 shares; 2024Q4: 80,663 shares; 2025Q1: 55,858 shares; 2025Q2: 73,142 shares; 2025Q3: 78,372 shares; 2025Q4: 87,292 shares; 2026Q1: 82,956 shares; 2026Q2: 84,867 shares 84,867 $63.4M 2.56% +1,911 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: 456,730 shares; 2024Q4: 355,211 shares; 2025Q1: 292,083 shares; 2025Q2: 270,605 shares; 2025Q3: 264,746 shares; 2025Q4: 309,110 shares; 2026Q1: 299,550 shares; 2026Q2: 312,815 shares 312,815 $62.6M 2.52% +13,265 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: 40,575 shares; 2024Q4: 57,310 shares; 2025Q1: 47,047 shares; 2025Q2: 46,302 shares; 2025Q3: 55,125 shares; 2025Q4: 74,679 shares; 2026Q1: 83,624 shares; 2026Q2: 79,879 shares 79,879 $58.8M 2.37% -3,745 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: 43,601 shares; 2024Q4: 38,288 shares; 2025Q1: 42,430 shares; 2025Q2: 50,049 shares; 2025Q3: 85,852 shares; 2025Q4: 198,219 shares; 2026Q1: 188,101 shares; 2026Q2: 192,157 shares 192,157 $41.9M 1.69% +4,056 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: 18,854 shares; 2024Q4: 41,008 shares; 2025Q1: 39,638 shares; 2025Q2: 37,709 shares; 2025Q3: 44,402 shares; 2025Q4: 49,189 shares; 2026Q1: 49,086 shares; 2026Q2: 53,321 shares 53,321 $36.6M 1.48% +4,235 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: 169,205 shares; 2024Q4: 103,229 shares; 2025Q1: 96,074 shares; 2025Q2: 103,437 shares; 2025Q3: 126,161 shares; 2025Q4: 154,472 shares; 2026Q1: 156,696 shares; 2026Q2: 151,812 shares 151,812 $36.2M 1.46% -4,884 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: 120,980 shares; 2024Q4: 72,206 shares; 2025Q1: 64,823 shares; 2025Q2: 59,195 shares; 2025Q3: 70,992 shares; 2025Q4: 93,175 shares; 2026Q1: 96,356 shares; 2026Q2: 96,066 shares 96,066 $35.8M 1.44% -290 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: 23,581 shares; 2024Q4: 23,898 shares; 2025Q1: 24,356 shares; 2025Q2: 29,206 shares; 2025Q3: 32,420 shares; 2025Q4: 362,880 shares; 2026Q1: 355,476 shares; 2026Q2: 345,568 shares 345,568 $30.4M 1.22% -9,908 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: 76,758 shares; 2024Q4: 54,632 shares; 2025Q1: 53,730 shares; 2025Q2: 56,405 shares; 2025Q3: 57,236 shares; 2025Q4: 79,640 shares; 2026Q1: 79,027 shares; 2026Q2: 78,823 shares 78,823 $29.8M 1.2% -204 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: 136,132 shares; 2024Q4: 737,721 shares; 2025Q1: 751,204 shares; 2025Q2: 816,618 shares; 2025Q3: 1,060,720 shares; 2025Q4: 1,012,395 shares; 2026Q1: 835,595 shares; 2026Q2: 833,309 shares 833,309 $28.2M 1.14% -2,286 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: 16,816 shares; 2024Q4: 11,013 shares; 2025Q1: 11,712 shares; 2025Q2: 13,323 shares; 2025Q3: 22,282 shares; 2025Q4: 22,641 shares; 2026Q1: 23,385 shares; 2026Q2: 24,024 shares 24,024 $27.7M 1.12% +639 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: 23,339 shares; 2024Q4: 22,906 shares; 2025Q1: 20,280 shares; 2025Q2: 19,715 shares; 2025Q3: 22,202 shares; 2025Q4: 22,540 shares; 2026Q1: 21,351 shares; 2026Q2: 25,613 shares 25,613 $27.3M 1.1% +4,262 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,828 shares; 2024Q4: 97,614 shares; 2025Q1: 101,494 shares; 2025Q2: 109,067 shares; 2025Q3: 109,634 shares; 2025Q4: 524,179 shares; 2026Q1: 517,962 shares; 2026Q2: 538,612 shares 538,612 $27.1M 1.09% +20,650 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: 83,015 shares; 2024Q4: 59,343 shares; 2025Q1: 59,832 shares; 2025Q2: 57,582 shares; 2025Q3: 61,123 shares; 2025Q4: 70,307 shares; 2026Q1: 71,966 shares; 2026Q2: 69,753 shares 69,753 $24.9M 1.01% -2,213 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: 93,836 shares; 2024Q4: 37,819 shares; 2025Q1: 34,616 shares; 2025Q2: 33,477 shares; 2025Q3: 45,966 shares; 2025Q4: 60,823 shares; 2026Q1: 61,495 shares; 2026Q2: 69,863 shares 69,863 $24.7M 1% +8,368 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: 18,809 shares; 2024Q4: 33,328 shares; 2025Q1: 20,476 shares; 2025Q2: 22,245 shares; 2025Q3: 21,716 shares; 2025Q4: 59,183 shares; 2026Q1: 65,052 shares; 2026Q2: 62,924 shares 62,924 $23.3M 0.94% -2,128 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,955 shares; 2024Q4: 29,348 shares; 2025Q1: 26,154 shares; 2025Q2: 25,171 shares; 2025Q3: 42,086 shares; 2025Q4: 91,128 shares; 2026Q1: 95,461 shares; 2026Q2: 97,311 shares 97,311 $23M 0.93% +1,850 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: 22,351 shares; 2024Q4: 24,559 shares; 2025Q1: 22,121 shares; 2025Q2: 28,868 shares; 2025Q3: 32,006 shares; 2025Q4: 25,762 shares; 2026Q1: 27,772 shares; 2026Q2: 29,366 shares 29,366 $22M 0.89% +1,594 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: 59,360 shares; 2024Q4: 32,074 shares; 2025Q1: 29,675 shares; 2025Q2: 29,999 shares; 2025Q3: 43,951 shares; 2025Q4: 61,254 shares; 2026Q1: 60,322 shares; 2026Q2: 59,945 shares 59,945 $19.6M 0.79% -377 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,891 shares; 2024Q4: 72,247 shares; 2025Q1: 7,794 shares; 2025Q2: 120,914 shares; 2025Q3: 132,858 shares; 2025Q4: 266,574 shares; 2026Q1: 137,447 shares; 2026Q2: 271,376 shares 271,376 $18.3M 0.74% +133,929 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465,652 shares; 2026Q1: 387,536 shares; 2026Q2: 370,723 shares 370,723 $17.5M 0.71% -16,813 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: 33,847 shares; 2024Q4: 28,413 shares; 2025Q1: 28,215 shares; 2025Q2: 27,662 shares; 2025Q3: 29,052 shares; 2025Q4: 36,546 shares; 2026Q1: 36,865 shares; 2026Q2: 40,401 shares 40,401 $17M 0.69% +3,536 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: 32,519 shares; 2024Q4: 22,741 shares; 2025Q1: 19,691 shares; 2025Q2: 18,750 shares; 2025Q3: 20,971 shares; 2025Q4: 26,655 shares; 2026Q1: 26,752 shares; 2026Q2: 27,877 shares 27,877 $15.7M 0.63% +1,125 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,183 shares; 2026Q2: 6,829 shares 6,829 $15.5M 0.63% +1,646 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,054 shares; 2025Q4: 97,508 shares; 2026Q1: 97,493 shares; 2026Q2: 97,306 shares 97,306 $15.2M 0.61% -187 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: 62,446 shares; 2024Q4: 74,987 shares; 2025Q1: 89,397 shares; 2025Q2: 88,447 shares; 2025Q3: 92,843 shares; 2025Q4: 204,496 shares; 2026Q1: 220,722 shares; 2026Q2: 242,328 shares 242,328 $14.9M 0.6% +21,606 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: 10,377 shares; 2024Q4: 29,204 shares; 2025Q1: 23,713 shares; 2025Q2: 23,447 shares; 2025Q3: 28,798 shares; 2025Q4: 33,977 shares; 2026Q1: 43,816 shares; 2026Q2: 48,951 shares 48,951 $14.8M 0.6% +5,135 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: 108,718 shares; 2024Q4: 106,788 shares; 2025Q1: 119,446 shares; 2025Q2: 125,158 shares; 2025Q3: 157,491 shares; 2025Q4: 232,715 shares; 2026Q1: 229,372 shares; 2026Q2: 237,900 shares 237,900 $13.4M 0.54% +8,528 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: 31,031 shares; 2024Q4: 32,387 shares; 2025Q1: 32,189 shares; 2025Q2: 33,302 shares; 2025Q3: 31,397 shares; 2025Q4: 31,749 shares; 2026Q1: 24,718 shares; 2026Q2: 22,632 shares 22,632 $13.1M 0.53% -2,086 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,762 shares; 2024Q4: 285,067 shares; 2025Q1: 286,374 shares; 2025Q2: 282,255 shares; 2025Q3: 284,948 shares; 2025Q4: 283,835 shares; 2026Q1: 279,960 shares; 2026Q2: 278,391 shares 278,391 $12.7M 0.51% -1,569 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,446 shares; 2024Q4: 18,705 shares; 2025Q1: 13,599 shares; 2025Q2: 16,126 shares; 2025Q3: 19,407 shares; 2025Q4: 24,693 shares; 2026Q1: 25,665 shares; 2026Q2: 25,251 shares 25,251 $12.6M 0.51% -414 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: 82,311 shares; 2024Q4: 55,543 shares; 2025Q1: 49,502 shares; 2025Q2: 48,774 shares; 2025Q3: 65,683 shares; 2025Q4: 106,638 shares; 2026Q1: 107,360 shares; 2026Q2: 110,373 shares 110,373 $12.5M 0.5% +3,013 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: 63,090 shares; 2024Q4: 63,466 shares; 2025Q1: 63,915 shares; 2025Q2: 62,571 shares; 2025Q3: 63,013 shares; 2025Q4: 283,081 shares; 2026Q1: 287,149 shares; 2026Q2: 279,381 shares 279,381 $12.4M 0.5% -7,768 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: 96,754 shares; 2024Q4: 68,558 shares; 2025Q1: 63,004 shares; 2025Q2: 56,270 shares; 2025Q3: 282,121 shares; 2025Q4: 322,117 shares; 2026Q1: 399,685 shares; 2026Q2: 378,246 shares 378,246 $12M 0.48% -21,439 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: 14,447 shares; 2024Q4: 15,368 shares; 2025Q1: 13,358 shares; 2025Q2: 39,233 shares; 2025Q3: 46,544 shares; 2025Q4: 46,578 shares; 2026Q1: 44,706 shares; 2026Q2: 45,985 shares 45,985 $11.6M 0.47% +1,279 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: 27,181 shares; 2024Q4: 39,131 shares; 2025Q1: 47,641 shares; 2025Q2: 52,676 shares; 2025Q3: 59,211 shares; 2025Q4: 59,836 shares; 2026Q1: 88,063 shares; 2026Q2: 96,574 shares 96,574 $11.3M 0.45% +8,511 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: not reported; 2025Q4: not reported; 2026Q1: 100,259 shares; 2026Q2: 127,097 shares 127,097 $11.2M 0.45% +26,838 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: 11,636 shares; 2024Q4: 13,880 shares; 2025Q1: 11,190 shares; 2025Q2: 11,832 shares; 2025Q3: 11,713 shares; 2025Q4: 12,247 shares; 2026Q1: 12,491 shares; 2026Q2: 17,018 shares 17,018 $11.2M 0.45% +4,527 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: 18,953 shares; 2024Q4: 13,326 shares; 2025Q1: 12,690 shares; 2025Q2: 12,232 shares; 2025Q3: 17,776 shares; 2025Q4: 25,072 shares; 2026Q1: 26,362 shares; 2026Q2: 25,655 shares 25,655 $10.9M 0.44% -707 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: 14,630 shares; 2024Q4: 8,757 shares; 2025Q1: 7,114 shares; 2025Q2: 6,483 shares; 2025Q3: 7,056 shares; 2025Q4: 8,267 shares; 2026Q1: 8,415 shares; 2026Q2: 9,066 shares 9,066 $10.9M 0.44% +651 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: 53,281 shares; 2024Q4: 59,934 shares; 2025Q1: 55,248 shares; 2025Q2: 53,658 shares; 2025Q3: 56,875 shares; 2025Q4: 109,257 shares; 2026Q1: 109,355 shares; 2026Q2: 109,462 shares 109,462 $10.8M 0.44% +107 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,550 shares; 2024Q4: 28,498 shares; 2025Q1: 28,498 shares; 2025Q2: 26,093 shares; 2025Q3: 27,484 shares; 2025Q4: 27,970 shares; 2026Q1: 27,808 shares; 2026Q2: 25,308 shares 25,308 $10.5M 0.42% -2,500 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: 20,471 shares; 2024Q4: 43,297 shares; 2025Q1: 29,598 shares; 2025Q2: 56,816 shares; 2025Q3: 58,710 shares; 2025Q4: 61,091 shares; 2026Q1: 62,958 shares; 2026Q2: 66,042 shares 66,042 $10.3M 0.42% +3,084 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: 13,903 shares; 2024Q4: 19,137 shares; 2025Q1: 19,116 shares; 2025Q2: 15,187 shares; 2025Q3: 20,957 shares; 2025Q4: 22,824 shares; 2026Q1: 22,105 shares; 2026Q2: 27,047 shares 27,047 $9.96M 0.4% +4,942 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: 113,331 shares; 2024Q4: 91,277 shares; 2025Q1: 85,030 shares; 2025Q2: 83,648 shares; 2025Q3: 91,347 shares; 2025Q4: 112,961 shares; 2026Q1: 112,530 shares; 2026Q2: 113,334 shares 113,334 $9.95M 0.4% +804 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: 36,378 shares; 2024Q4: 14,150 shares; 2025Q1: 12,091 shares; 2025Q2: 12,760 shares; 2025Q3: 19,518 shares; 2025Q4: 32,621 shares; 2026Q1: 30,809 shares; 2026Q2: 36,864 shares 36,864 $9.36M 0.38% +6,055 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,177 shares; 2024Q4: 6,359 shares; 2025Q1: 5,853 shares; 2025Q2: 5,691 shares; 2025Q3: 6,048 shares; 2025Q4: 8,241 shares; 2026Q1: 10,079 shares; 2026Q2: 10,000 shares 10,000 $9.35M 0.38% -79 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,072 shares; 2024Q4: 12,333 shares; 2025Q1: 12,912 shares; 2025Q2: 11,155 shares; 2025Q3: 25,172 shares; 2025Q4: 37,119 shares; 2026Q1: 36,009 shares; 2026Q2: 37,047 shares 37,047 $9.32M 0.38% +1,038 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 3,788 shares; 2025Q1: 4,009 shares; 2025Q2: 5,536 shares; 2025Q3: 5,323 shares; 2025Q4: 11,909 shares; 2026Q1: 28,748 shares; 2026Q2: 21,051 shares 21,051 $9.21M 0.37% -7,697 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: 92,508 shares; 2024Q4: 83,477 shares; 2025Q1: 78,525 shares; 2025Q2: 80,338 shares; 2025Q3: 181,066 shares; 2025Q4: 184,319 shares; 2026Q1: 208,061 shares; 2026Q2: 165,841 shares 165,841 $8.89M 0.36% -42,220 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,352 shares; 2024Q4: 18,824 shares; 2025Q1: 16,372 shares; 2025Q2: 17,046 shares; 2025Q3: 16,997 shares; 2025Q4: 15,508 shares; 2026Q1: 15,930 shares; 2026Q2: 16,726 shares 16,726 $8.74M 0.35% +796 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: 19,380 shares; 2024Q4: 38,302 shares; 2025Q1: 19,542 shares; 2025Q2: 19,047 shares; 2025Q3: 19,427 shares; 2025Q4: 28,504 shares; 2026Q1: 26,209 shares; 2026Q2: 25,481 shares 25,481 $8.74M 0.35% -728 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,240 shares 118,240 $8.73M 0.35% 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: 13,440 shares; 2024Q4: 12,358 shares; 2025Q1: 10,519 shares; 2025Q2: 11,573 shares; 2025Q3: 18,860 shares; 2025Q4: 24,413 shares; 2026Q1: 25,834 shares; 2026Q2: 107,900 shares 107,900 $8.69M 0.35% +82,066 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: 16,554 shares; 2024Q4: 14,633 shares; 2025Q1: 9,243 shares; 2025Q2: 9,065 shares; 2025Q3: 14,517 shares; 2025Q4: 51,410 shares; 2026Q1: 54,752 shares; 2026Q2: 54,906 shares 54,906 $8.68M 0.35% +154 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: 136,288 shares; 2024Q4: 115,745 shares; 2025Q1: 11,479 shares; 2025Q2: 30,264 shares; 2025Q3: 118,460 shares; 2025Q4: 128,999 shares; 2026Q1: 181,298 shares; 2026Q2: 190,116 shares 190,116 $8.65M 0.35% +8,818 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: 5,343 shares; 2024Q4: 8,137 shares; 2025Q1: 8,072 shares; 2025Q2: 8,489 shares; 2025Q3: 11,329 shares; 2025Q4: 13,539 shares; 2026Q1: 14,941 shares; 2026Q2: 100,063 shares 100,063 $8.62M 0.35% +85,122 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: 73,439 shares; 2024Q4: 43,485 shares; 2025Q1: 36,580 shares; 2025Q2: 43,149 shares; 2025Q3: 51,822 shares; 2025Q4: 68,602 shares; 2026Q1: 67,364 shares; 2026Q2: 62,994 shares 62,994 $8.61M 0.35% -4,370 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: 2,616 shares; 2025Q3: 24,880 shares; 2025Q4: 25,800 shares; 2026Q1: 31,310 shares; 2026Q2: 44,708 shares 44,708 $8.57M 0.35% +13,398 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: 69,316 shares; 2024Q4: 56,241 shares; 2025Q1: 62,323 shares; 2025Q2: 46,678 shares; 2025Q3: 46,785 shares; 2025Q4: 55,513 shares; 2026Q1: 49,130 shares; 2026Q2: 60,071 shares 60,071 $8.39M 0.34% +10,941 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: 68,966 shares; 2024Q4: 94,420 shares; 2025Q1: 53,467 shares; 2025Q2: 55,795 shares; 2025Q3: 87,278 shares; 2025Q4: 89,642 shares; 2026Q1: 90,333 shares; 2026Q2: 88,653 shares 88,653 $8.33M 0.34% -1,680 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: 34,224 shares; 2024Q4: 64,062 shares; 2025Q1: 69,344 shares; 2025Q2: 73,551 shares; 2025Q3: 86,530 shares; 2025Q4: 100,243 shares; 2026Q1: 109,282 shares; 2026Q2: 116,665 shares 116,665 $8.31M 0.34% +7,383 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: 48,286 shares; 2024Q4: 33,068 shares; 2025Q1: 31,975 shares; 2025Q2: 45,674 shares; 2025Q3: 71,575 shares; 2025Q4: 88,074 shares; 2026Q1: 96,710 shares; 2026Q2: 103,646 shares 103,646 $7.86M 0.32% +6,936 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: 9,907 shares; 2024Q4: 10,545 shares; 2025Q1: 13,443 shares; 2025Q2: 16,150 shares; 2025Q3: 12,461 shares; 2025Q4: 16,298 shares; 2026Q1: 17,046 shares; 2026Q2: 16,364 shares 16,364 $7.81M 0.32% -682 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: 16,159 shares; 2024Q4: 11,911 shares; 2025Q1: 7,518 shares; 2025Q2: 8,860 shares; 2025Q3: 14,073 shares; 2025Q4: 14,375 shares; 2026Q1: 7,655 shares; 2026Q2: 65,270 shares 65,270 $7.8M 0.31% +57,615 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,900 shares; 2024Q4: 46,548 shares; 2025Q1: 62,829 shares; 2025Q2: 67,929 shares; 2025Q3: 113,163 shares; 2025Q4: 116,963 shares; 2026Q1: 101,043 shares; 2026Q2: 105,271 shares 105,271 $7.77M 0.31% +4,228 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: 9,393 shares; 2024Q4: 9,277 shares; 2025Q1: 8,992 shares; 2025Q2: 9,447 shares; 2025Q3: 8,269 shares; 2025Q4: 8,436 shares; 2026Q1: 7,913 shares; 2026Q2: 7,892 shares 7,892 $7.72M 0.31% -21 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: 16,299 shares; 2024Q4: 5,854 shares; 2025Q1: 6,282 shares; 2025Q2: 6,443 shares; 2025Q3: 9,366 shares; 2025Q4: 9,872 shares; 2026Q1: 11,244 shares; 2026Q2: 10,544 shares 10,544 $7.62M 0.31% -700 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: 53,161 shares; 2024Q4: 87,227 shares; 2025Q1: 81,021 shares; 2025Q2: 78,967 shares; 2025Q3: 80,685 shares; 2025Q4: 85,277 shares; 2026Q1: 79,801 shares; 2026Q2: 78,300 shares 78,300 $7.55M 0.3% -1,501 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: 22,896 shares; 2024Q4: 51,823 shares; 2025Q1: 52,216 shares; 2025Q2: 57,506 shares; 2025Q3: 64,890 shares; 2025Q4: 76,600 shares; 2026Q1: 82,955 shares; 2026Q2: 91,029 shares 91,029 $7.38M 0.3% +8,074 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: 17,407 shares; 2024Q4: 10,096 shares; 2025Q1: 9,236 shares; 2025Q2: 9,152 shares; 2025Q3: 12,128 shares; 2025Q4: 22,378 shares; 2026Q1: 22,459 shares; 2026Q2: 20,363 shares 20,363 $7.18M 0.29% -2,096 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: 61,076 shares; 2024Q4: 22,480 shares; 2025Q1: 22,346 shares; 2025Q2: 23,596 shares; 2025Q3: 52,556 shares; 2025Q4: 73,709 shares; 2026Q1: 71,755 shares; 2026Q2: 74,037 shares 74,037 $7.09M 0.29% +2,282 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,077 shares; 2024Q4: 45,618 shares; 2025Q1: 46,120 shares; 2025Q2: 44,221 shares; 2025Q3: 63,252 shares; 2025Q4: 60,456 shares; 2026Q1: 55,082 shares; 2026Q2: 55,062 shares 55,062 $7.03M 0.28% -20 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: 14,549 shares; 2025Q2: 15,089 shares; 2025Q3: 52,715 shares; 2025Q4: 55,150 shares; 2026Q1: 40,699 shares; 2026Q2: 60,639 shares 60,639 $7.03M 0.28% +19,940 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: 12,278 shares; 2024Q4: 3,973 shares; 2025Q1: 5,360 shares; 2025Q2: 5,721 shares; 2025Q3: 18,136 shares; 2025Q4: 19,468 shares; 2026Q1: 20,314 shares; 2026Q2: 20,220 shares 20,220 $6.95M 0.28% -94 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,335 shares; 2025Q3: 83,567 shares; 2025Q4: 166,415 shares; 2026Q1: 245,131 shares; 2026Q2: 230,998 shares 230,998 $6.87M 0.28% -14,133 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: 86,105 shares; 2024Q4: 51,280 shares; 2025Q1: 46,911 shares; 2025Q2: 48,046 shares; 2025Q3: 54,564 shares; 2025Q4: 78,393 shares; 2026Q1: 79,722 shares; 2026Q2: 83,876 shares 83,876 $6.82M 0.27% +4,154 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: 11,612 shares; 2024Q4: 4,452 shares; 2025Q1: 4,398 shares; 2025Q2: 6,489 shares; 2025Q3: 7,171 shares; 2025Q4: 7,530 shares; 2026Q1: 6,921 shares; 2026Q2: 6,698 shares 6,698 $6.77M 0.27% -223 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: 59,946 shares; 2024Q4: 42,735 shares; 2025Q1: 39,908 shares; 2025Q2: 34,975 shares; 2025Q3: 48,723 shares; 2025Q4: 58,783 shares; 2026Q1: 56,687 shares; 2026Q2: 56,818 shares 56,818 $6.67M 0.27% +131 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: 49,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,314 shares; 2025Q4: 68,605 shares; 2026Q1: 70,172 shares; 2026Q2: 69,767 shares 69,767 $6.67M 0.27% -405 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: 31,763 shares; 2024Q4: 26,941 shares; 2025Q1: 25,103 shares; 2025Q2: 24,770 shares; 2025Q3: 22,911 shares; 2025Q4: 23,634 shares; 2026Q1: 23,016 shares; 2026Q2: 22,198 shares 22,198 $6.62M 0.27% -818 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: 16,835 shares; 2024Q4: 15,165 shares; 2025Q1: 18,644 shares; 2025Q2: 22,500 shares; 2025Q3: 35,187 shares; 2025Q4: 37,118 shares; 2026Q1: 44,191 shares; 2026Q2: 44,890 shares 44,890 $6.57M 0.27% +699 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: 30,693 shares; 2024Q4: 39,689 shares; 2025Q1: 28,310 shares; 2025Q2: 29,469 shares; 2025Q3: 34,196 shares; 2025Q4: 42,277 shares; 2026Q1: 42,626 shares; 2026Q2: 43,169 shares 43,169 $6.57M 0.26% +543 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: 50,270 shares; 2024Q4: 38,639 shares; 2025Q1: 34,518 shares; 2025Q2: 32,504 shares; 2025Q3: 33,272 shares; 2025Q4: 33,769 shares; 2026Q1: 33,856 shares; 2026Q2: 34,452 shares 34,452 $6.54M 0.26% +596 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,195 shares; 2024Q4: 735,195 shares; 2025Q1: 414,807 shares; 2025Q2: 812,847 shares; 2025Q3: 1,171,723 shares; 2025Q4: 1,040,215 shares; 2026Q1: 529,304 shares; 2026Q2: 360,906 shares 360,906 $6.45M 0.26% -168,398 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: not reported; 2024Q4: 4,444 shares; 2025Q1: 4,908 shares; 2025Q2: 5,034 shares; 2025Q3: 9,082 shares; 2025Q4: 17,284 shares; 2026Q1: 44,357 shares; 2026Q2: 48,283 shares 48,283 $6.43M 0.26% +3,926 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: 13,701 shares; 2024Q4: 7,823 shares; 2025Q1: 5,528 shares; 2025Q2: 5,770 shares; 2025Q3: 10,564 shares; 2025Q4: 14,813 shares; 2026Q1: 13,380 shares; 2026Q2: 51,647 shares 51,647 $6.41M 0.26% +38,267 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,343 shares; 2024Q4: 89,040 shares; 2025Q1: 47,179 shares; 2025Q2: 44,950 shares; 2025Q3: 45,797 shares; 2025Q4: 46,453 shares; 2026Q1: 45,548 shares; 2026Q2: 46,549 shares 46,549 $6.36M 0.26% +1,001 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: 52,170 shares; 2024Q4: 46,921 shares; 2025Q1: 10,745 shares; 2025Q2: 29,478 shares; 2025Q3: 106,346 shares; 2025Q4: 116,809 shares; 2026Q1: 126,169 shares; 2026Q2: 137,767 shares 137,767 $6.34M 0.26% +11,598 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: 11,192 shares; 2024Q4: 9,518 shares; 2025Q1: 6,391 shares; 2025Q2: 7,399 shares; 2025Q3: 24,629 shares; 2025Q4: 48,463 shares; 2026Q1: 30,826 shares; 2026Q2: 54,085 shares 54,085 $6.34M 0.26% +23,259 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: 15,496 shares; 2024Q4: 17,235 shares; 2025Q1: 17,478 shares; 2025Q2: 17,388 shares; 2025Q3: 18,988 shares; 2025Q4: 22,509 shares; 2026Q1: 22,483 shares; 2026Q2: 22,545 shares 22,545 $6.34M 0.26% +62 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: 8,354 shares; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,056 shares; 2026Q2: 27,696 shares 27,696 $6.34M 0.26% +10,640 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: 30,424 shares; 2024Q4: 15,712 shares; 2025Q1: 14,739 shares; 2025Q2: 14,744 shares; 2025Q3: 14,548 shares; 2025Q4: 17,730 shares; 2026Q1: 17,924 shares; 2026Q2: 18,319 shares 18,319 $6.29M 0.25% +395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,551 shares; 2026Q1: 120,178 shares; 2026Q2: 126,267 shares 126,267 $6.22M 0.25% +6,089 Timeline GRNY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,130 shares; 2025Q3: 66,952 shares; 2025Q4: 84,272 shares; 2026Q1: 220,925 shares; 2026Q2: 224,926 shares 224,926 $6.22M 0.25% +4,001 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: 110,015 shares; 2024Q4: 84,771 shares; 2025Q1: 79,809 shares; 2025Q2: 78,819 shares; 2025Q3: 91,586 shares; 2025Q4: 111,956 shares; 2026Q1: 107,193 shares; 2026Q2: 108,963 shares 108,963 $6.21M 0.25% +1,770 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: 6,106 shares; 2024Q4: 5,015 shares; 2025Q1: 5,245 shares; 2025Q2: 6,120 shares; 2025Q3: 10,908 shares; 2025Q4: 10,600 shares; 2026Q1: 16,412 shares; 2026Q2: 16,811 shares 16,811 $6.15M 0.25% +399 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,152 shares; 2026Q2: 19,672 shares 19,672 $5.95M 0.24% -2,480 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,414 shares; 2025Q4: 60,934 shares; 2026Q1: 61,476 shares; 2026Q2: 92,542 shares 92,542 $5.95M 0.24% +31,066 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: 10,038 shares; 2024Q4: 14,398 shares; 2025Q1: 13,404 shares; 2025Q2: 14,079 shares; 2025Q3: 13,556 shares; 2025Q4: 30,234 shares; 2026Q1: 31,119 shares; 2026Q2: 31,047 shares 31,047 $5.92M 0.24% -72 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: 8,934 shares; 2024Q4: 2,482 shares; 2025Q1: 3,359 shares; 2025Q2: 3,733 shares; 2025Q3: 4,109 shares; 2025Q4: 5,175 shares; 2026Q1: 4,681 shares; 2026Q2: 4,926 shares 4,926 $5.79M 0.23% +245 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: 4,564 shares; 2024Q4: 8,578 shares; 2025Q1: 6,684 shares; 2025Q2: 9,462 shares; 2025Q3: 6,614 shares; 2025Q4: 6,240 shares; 2026Q1: 6,646 shares; 2026Q2: 5,983 shares 5,983 $5.77M 0.23% -663 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: 6,079 shares; 2024Q4: 10,942 shares; 2025Q1: 14,394 shares; 2025Q2: 27,545 shares; 2025Q3: 41,341 shares; 2025Q4: 50,946 shares; 2026Q1: 34,646 shares; 2026Q2: 34,985 shares 34,985 $5.65M 0.23% +339 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: 60,059 shares; 2024Q4: 25,718 shares; 2025Q1: 29,158 shares; 2025Q2: 30,144 shares; 2025Q3: 56,092 shares; 2025Q4: 63,831 shares; 2026Q1: 73,635 shares; 2026Q2: 61,357 shares 61,357 $5.62M 0.23% -12,278 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,968 shares; 2024Q4: 81,609 shares; 2025Q1: 84,215 shares; 2025Q2: 90,931 shares; 2025Q3: 89,873 shares; 2025Q4: 113,665 shares; 2026Q1: 111,984 shares; 2026Q2: 109,405 shares 109,405 $5.59M 0.23% -2,579 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: 20,074 shares; 2024Q4: 21,948 shares; 2025Q1: 19,552 shares; 2025Q2: 20,383 shares; 2025Q3: 21,085 shares; 2025Q4: 22,464 shares; 2026Q1: 25,366 shares; 2026Q2: 25,316 shares 25,316 $5.48M 0.22% -50 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: 25,666 shares; 2024Q4: 28,894 shares; 2025Q1: 28,334 shares; 2025Q2: 30,204 shares; 2025Q3: 39,806 shares; 2025Q4: 35,008 shares; 2026Q1: 42,691 shares; 2026Q2: 43,441 shares 43,441 $5.4M 0.22% +750 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: 22,669 shares; 2024Q4: 9,398 shares; 2025Q1: 8,549 shares; 2025Q2: 8,367 shares; 2025Q3: 8,938 shares; 2025Q4: 9,141 shares; 2026Q1: 10,829 shares; 2026Q2: 21,102 shares 21,102 $5.39M 0.22% +10,273 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: 39,137 shares; 2024Q4: 24,739 shares; 2025Q1: 20,408 shares; 2025Q2: 22,063 shares; 2025Q3: 28,671 shares; 2025Q4: 29,571 shares; 2026Q1: 32,948 shares; 2026Q2: 32,492 shares 32,492 $5.39M 0.22% -456 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,441 shares; 2025Q1: 30,935 shares; 2025Q2: 32,965 shares; 2025Q3: 33,712 shares; 2025Q4: 33,303 shares; 2026Q1: 37,118 shares; 2026Q2: 45,091 shares 45,091 $5.37M 0.22% +7,973 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,665 shares; 2024Q4: 4,072 shares; 2025Q1: 2,877 shares; 2025Q2: 2,930 shares; 2025Q3: 24,480 shares; 2025Q4: 25,035 shares; 2026Q1: 31,569 shares; 2026Q2: 32,128 shares 32,128 $5.35M 0.22% +559 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,892 shares; 2024Q4: 5,664 shares; 2025Q1: 4,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,308 shares; 2026Q2: 105,736 shares 105,736 $5.27M 0.21% +77,428 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: 24,458 shares; 2024Q4: 78,140 shares; 2025Q1: 79,477 shares; 2025Q2: 86,193 shares; 2025Q3: 89,737 shares; 2025Q4: 145,529 shares; 2026Q1: 142,402 shares; 2026Q2: 142,630 shares 142,630 $5.26M 0.21% +228 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: 4,603 shares; 2024Q4: 6,139 shares; 2025Q1: 6,465 shares; 2025Q2: 6,735 shares; 2025Q3: 7,129 shares; 2025Q4: 55,420 shares; 2026Q1: 59,657 shares; 2026Q2: 60,420 shares 60,420 $5.17M 0.21% +763 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,994 shares; 2024Q4: 47,818 shares; 2025Q1: 47,805 shares; 2025Q2: 48,213 shares; 2025Q3: 50,894 shares; 2025Q4: 50,926 shares; 2026Q1: 51,612 shares; 2026Q2: 51,858 shares 51,858 $5.1M 0.21% +246 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,651 shares; 2024Q4: 2,242 shares; 2025Q1: 2,110 shares; 2025Q2: 2,131 shares; 2025Q3: 2,260 shares; 2025Q4: 12,028 shares; 2026Q1: 13,285 shares; 2026Q2: 12,728 shares 12,728 $5.06M 0.2% -557 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: 37,532 shares; 2024Q4: 64,017 shares; 2025Q1: 50,074 shares; 2025Q2: 58,154 shares; 2025Q3: 72,590 shares; 2025Q4: 68,904 shares; 2026Q1: 62,439 shares; 2026Q2: 64,877 shares 64,877 $5M 0.2% +2,438 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 122,638 shares; 2025Q1: 122,357 shares; 2025Q2: 128,255 shares; 2025Q3: 133,821 shares; 2025Q4: 133,246 shares; 2026Q1: 136,341 shares; 2026Q2: 143,039 shares 143,039 $4.98M 0.2% +6,698 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,622 shares; 2024Q4: 60,232 shares; 2025Q1: 53,614 shares; 2025Q2: 53,763 shares; 2025Q3: 51,498 shares; 2025Q4: 50,932 shares; 2026Q1: 50,550 shares; 2026Q2: 51,463 shares 51,463 $4.96M 0.2% +913 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: 12,939 shares; 2024Q4: 11,992 shares; 2025Q1: 11,339 shares; 2025Q2: 10,666 shares; 2025Q3: 10,118 shares; 2025Q4: 10,385 shares; 2026Q1: 10,029 shares; 2026Q2: 10,023 shares 10,023 $4.92M 0.2% -6 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: 16,289 shares; 2024Q4: 14,299 shares; 2025Q1: 13,546 shares; 2025Q2: 13,342 shares; 2025Q3: 12,738 shares; 2025Q4: 16,837 shares; 2026Q1: 16,584 shares; 2026Q2: 16,463 shares 16,463 $4.83M 0.19% -121 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: 80,404 shares; 2024Q4: 64,634 shares; 2025Q1: 58,312 shares; 2025Q2: 53,354 shares; 2025Q3: 62,160 shares; 2025Q4: 92,670 shares; 2026Q1: 99,240 shares; 2026Q2: 111,752 shares 111,752 $4.73M 0.19% +12,512 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: 54,045 shares; 2024Q4: 8,874 shares; 2025Q1: 10,857 shares; 2025Q2: 11,272 shares; 2025Q3: 53,273 shares; 2025Q4: 115,997 shares; 2026Q1: 157,920 shares; 2026Q2: 89,040 shares 89,040 $4.73M 0.19% -68,880 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: 9,733 shares; 2024Q4: 10,023 shares; 2025Q1: 8,129 shares; 2025Q2: 8,275 shares; 2025Q3: 7,850 shares; 2025Q4: 8,097 shares; 2026Q1: 8,559 shares; 2026Q2: 9,074 shares 9,074 $4.62M 0.19% +515 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: 33,684 shares; 2024Q4: 23,721 shares; 2025Q1: 22,847 shares; 2025Q2: 27,356 shares; 2025Q3: 48,002 shares; 2025Q4: 54,925 shares; 2026Q1: 54,201 shares; 2026Q2: 54,572 shares 54,572 $4.57M 0.18% +371 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: 18,578 shares; 2024Q4: 26,578 shares; 2025Q1: 20,101 shares; 2025Q2: 17,866 shares; 2025Q3: 21,366 shares; 2025Q4: 30,140 shares; 2026Q1: 30,136 shares; 2026Q2: 30,365 shares 30,365 $4.5M 0.18% +229 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: 40,813 shares; 2024Q4: 21,996 shares; 2025Q1: 21,223 shares; 2025Q2: 24,454 shares; 2025Q3: 28,746 shares; 2025Q4: 32,065 shares; 2026Q1: 31,786 shares; 2026Q2: 30,532 shares 30,532 $4.48M 0.18% -1,254 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: 2,727 shares; 2024Q4: 5,015 shares; 2025Q1: 5,118 shares; 2025Q2: 1,815 shares; 2025Q3: 2,873 shares; 2025Q4: 4,308 shares; 2026Q1: 7,296 shares; 2026Q2: 6,981 shares 6,981 $4.47M 0.18% -315 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: 11,260 shares; 2024Q4: 7,457 shares; 2025Q1: 5,968 shares; 2025Q2: 6,370 shares; 2025Q3: 8,264 shares; 2025Q4: 11,891 shares; 2026Q1: 12,440 shares; 2026Q2: 14,971 shares 14,971 $4.46M 0.18% +2,531 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: 9,347 shares; 2024Q4: 4,391 shares; 2025Q1: 4,502 shares; 2025Q2: 4,437 shares; 2025Q3: 4,689 shares; 2025Q4: 66,226 shares; 2026Q1: 65,869 shares; 2026Q2: 61,804 shares 61,804 $4.41M 0.18% -4,065 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: 12,438 shares; 2024Q4: 12,358 shares; 2025Q1: 11,353 shares; 2025Q2: 11,098 shares; 2025Q3: 11,106 shares; 2025Q4: 12,246 shares; 2026Q1: 12,505 shares; 2026Q2: 12,370 shares 12,370 $4.38M 0.18% -135 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: 11,903 shares; 2024Q4: 27,351 shares; 2025Q1: 16,843 shares; 2025Q2: 19,180 shares; 2025Q3: 18,815 shares; 2025Q4: 38,349 shares; 2026Q1: 36,948 shares; 2026Q2: 36,821 shares 36,821 $4.38M 0.18% -127 Timeline MDYG 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: 2,431 shares; 2024Q4: 31,601 shares; 2025Q1: 32,214 shares; 2025Q2: 33,915 shares; 2025Q3: 34,114 shares; 2025Q4: 33,538 shares; 2026Q1: 36,584 shares; 2026Q2: 38,983 shares 38,983 $4.37M 0.18% +2,399 Timeline FCOM 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: 44,714 shares; 2024Q4: 6,591 shares; 2025Q1: 8,067 shares; 2025Q2: 8,510 shares; 2025Q3: 88,867 shares; 2025Q4: 90,399 shares; 2026Q1: 44,871 shares; 2026Q2: 62,747 shares 62,747 $4.36M 0.18% +17,876 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,506 shares; 2024Q4: 18,919 shares; 2025Q1: 19,018 shares; 2025Q2: 17,043 shares; 2025Q3: 18,849 shares; 2025Q4: 29,520 shares; 2026Q1: 30,897 shares; 2026Q2: 29,634 shares 29,634 $4.34M 0.18% -1,263 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: 31,975 shares; 2024Q4: 7,947 shares; 2025Q1: 7,151 shares; 2025Q2: 7,664 shares; 2025Q3: 9,401 shares; 2025Q4: 11,393 shares; 2026Q1: 10,830 shares; 2026Q2: 11,539 shares 11,539 $4.31M 0.17% +709 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,050 shares; 2025Q1: 45,794 shares; 2025Q2: 49,505 shares; 2025Q3: 169,675 shares; 2025Q4: 172,988 shares; 2026Q1: 112,218 shares; 2026Q2: 112,909 shares 112,909 $4.28M 0.17% +691 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: 6,786 shares; 2024Q4: 10,915 shares; 2025Q1: 8,734 shares; 2025Q2: 11,147 shares; 2025Q3: 13,833 shares; 2025Q4: 15,536 shares; 2026Q1: 12,544 shares; 2026Q2: 14,108 shares 14,108 $4.27M 0.17% +1,564 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: 3,516 shares; 2024Q4: 3,213 shares; 2025Q1: 3,018 shares; 2025Q2: 3,606 shares; 2025Q3: 3,804 shares; 2025Q4: 4,641 shares; 2026Q1: 5,030 shares; 2026Q2: 5,517 shares 5,517 $4.21M 0.17% +487 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: 22,037 shares; 2024Q4: 19,196 shares; 2025Q1: 17,956 shares; 2025Q2: 13,130 shares; 2025Q3: 7,566 shares; 2025Q4: 103,881 shares; 2026Q1: 101,565 shares; 2026Q2: 99,011 shares 99,011 $4.19M 0.17% -2,554 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,628 shares 120,628 $4.18M 0.17% new 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: 26,648 shares; 2024Q4: 27,467 shares; 2025Q1: 22,800 shares; 2025Q2: 23,736 shares; 2025Q3: 24,366 shares; 2025Q4: 23,657 shares; 2026Q1: 21,560 shares; 2026Q2: 22,549 shares 22,549 $4.17M 0.17% +989 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,693 shares; 2026Q2: 149,787 shares 149,787 $4.08M 0.16% +130,094 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: 12,136 shares; 2024Q4: 24,287 shares; 2025Q1: 12,310 shares; 2025Q2: 12,817 shares; 2025Q3: 12,853 shares; 2025Q4: 25,868 shares; 2026Q1: 25,770 shares; 2026Q2: 25,870 shares 25,870 $4.06M 0.16% +100 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: 60,906 shares; 2024Q4: 30,388 shares; 2025Q1: 27,186 shares; 2025Q2: 23,635 shares; 2025Q3: 28,897 shares; 2025Q4: 31,963 shares; 2026Q1: 31,173 shares; 2026Q2: 31,533 shares 31,533 $4.05M 0.16% +360 Timeline FXH 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: 35,989 shares; 2024Q4: 5,752 shares; 2025Q1: 5,622 shares; 2025Q2: 2,442 shares; 2025Q3: 18,957 shares; 2025Q4: 20,797 shares; 2026Q1: 32,164 shares; 2026Q2: 32,919 shares 32,919 $4.03M 0.16% +755 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,812 shares; 2026Q2: 152,012 shares 152,012 $3.95M 0.16% +22,200 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: 15,711 shares; 2024Q4: 15,763 shares; 2025Q1: 8,858 shares; 2025Q2: 12,092 shares; 2025Q3: 15,290 shares; 2025Q4: 39,240 shares; 2026Q1: 40,062 shares; 2026Q2: 36,657 shares 36,657 $3.95M 0.16% -3,405 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,782 shares; 2024Q4: 35,259 shares; 2025Q1: 30,731 shares; 2025Q2: 30,491 shares; 2025Q3: 27,656 shares; 2025Q4: 27,415 shares; 2026Q1: 27,502 shares; 2026Q2: 28,528 shares 28,528 $3.86M 0.16% +1,026 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: 27,766 shares; 2024Q4: 31,221 shares; 2025Q1: 32,183 shares; 2025Q2: 35,891 shares; 2025Q3: 38,381 shares; 2025Q4: 56,764 shares; 2026Q1: 61,307 shares; 2026Q2: 67,061 shares 67,061 $3.86M 0.16% +5,754 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: 19,872 shares; 2024Q4: 10,132 shares; 2025Q1: 8,150 shares; 2025Q2: 6,921 shares; 2025Q3: 8,862 shares; 2025Q4: 10,115 shares; 2026Q1: 8,794 shares; 2026Q2: 9,283 shares 9,283 $3.86M 0.16% +489 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.15% 0 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: 19,651 shares; 2024Q4: 18,899 shares; 2025Q1: 21,112 shares; 2025Q2: 24,231 shares; 2025Q3: 42,767 shares; 2025Q4: 45,521 shares; 2026Q1: 64,826 shares; 2026Q2: 70,425 shares 70,425 $3.72M 0.15% +5,599 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: 10,212 shares; 2024Q4: 5,823 shares; 2025Q1: 5,624 shares; 2025Q2: 5,552 shares; 2025Q3: 6,543 shares; 2025Q4: 7,425 shares; 2026Q1: 7,104 shares; 2026Q2: 7,172 shares 7,172 $3.68M 0.15% +68 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,755 shares; 2025Q2: 44,891 shares; 2025Q3: 40,363 shares; 2025Q4: 14,446 shares; 2026Q1: 65,732 shares; 2026Q2: 46,097 shares 46,097 $3.65M 0.15% -19,635 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,340 shares; 2024Q4: 94,463 shares; 2025Q1: 95,500 shares; 2025Q2: 91,508 shares; 2025Q3: 91,508 shares; 2025Q4: 91,965 shares; 2026Q1: 105,578 shares; 2026Q2: 99,054 shares 99,054 $3.65M 0.15% -6,524 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: 9,453 shares; 2024Q4: 13,053 shares; 2025Q1: 10,500 shares; 2025Q2: 9,466 shares; 2025Q3: 10,298 shares; 2025Q4: 12,267 shares; 2026Q1: 11,417 shares; 2026Q2: 12,124 shares 12,124 $3.64M 0.15% +707 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,400 shares; 2024Q4: 53,838 shares; 2025Q1: 35,431 shares; 2025Q2: 37,614 shares; 2025Q3: 41,017 shares; 2025Q4: 42,750 shares; 2026Q1: 40,996 shares; 2026Q2: 41,900 shares 41,900 $3.64M 0.15% +904 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: 21,029 shares 21,029 $3.59M 0.14% new 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: 675 shares; 2024Q4: 1,076 shares; 2025Q1: 828 shares; 2025Q2: 1,077 shares; 2025Q3: 1,047 shares; 2025Q4: 1,575 shares; 2026Q1: 1,650 shares; 2026Q2: 1,785 shares 1,785 $3.55M 0.14% +135 Timeline HEEM 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: 77,731 shares; 2026Q2: 79,163 shares 79,163 $3.54M 0.14% +1,432 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: 10,866 shares; 2024Q4: 8,685 shares; 2025Q1: 6,247 shares; 2025Q2: 6,449 shares; 2025Q3: 9,698 shares; 2025Q4: 14,198 shares; 2026Q1: 13,856 shares; 2026Q2: 13,059 shares 13,059 $3.53M 0.14% -797 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: 9,203 shares; 2024Q4: 13,300 shares; 2025Q1: 26,754 shares; 2025Q2: 8,555 shares; 2025Q3: 14,323 shares; 2025Q4: 68,193 shares; 2026Q1: 117,777 shares; 2026Q2: 34,696 shares 34,696 $3.49M 0.14% -83,081 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: not reported; 2024Q4: 5,400 shares; 2025Q1: 1,700 shares; 2025Q2: 1,800 shares; 2025Q3: 1,816 shares; 2025Q4: 3,552 shares; 2026Q1: 7,443 shares; 2026Q2: 39,473 shares 39,473 $3.47M 0.14% +32,030 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,188 shares; 2024Q4: 99,447 shares; 2025Q1: 100,602 shares; 2025Q2: 102,738 shares; 2025Q3: 104,580 shares; 2025Q4: 138,763 shares; 2026Q1: 151,252 shares; 2026Q2: 104,150 shares 104,150 $3.47M 0.14% -47,102 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,539 shares; 2024Q4: 10,784 shares; 2025Q1: 8,675 shares; 2025Q2: 9,764 shares; 2025Q3: 11,196 shares; 2025Q4: 27,010 shares; 2026Q1: 26,609 shares; 2026Q2: 26,794 shares 26,794 $3.42M 0.14% +185 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: 31,599 shares; 2024Q4: 20,338 shares; 2025Q1: 20,434 shares; 2025Q2: 20,210 shares; 2025Q3: 23,197 shares; 2025Q4: 34,134 shares; 2026Q1: 34,522 shares; 2026Q2: 27,047 shares 27,047 $3.42M 0.14% -7,475 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: 16,527 shares; 2024Q4: 16,413 shares; 2025Q1: 17,457 shares; 2025Q2: 21,886 shares; 2025Q3: 24,201 shares; 2025Q4: 23,852 shares; 2026Q1: 30,943 shares; 2026Q2: 41,327 shares 41,327 $3.42M 0.14% +10,384 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: 7,640 shares; 2024Q4: 4,660 shares; 2025Q1: 3,736 shares; 2025Q2: 2,639 shares; 2025Q3: 4,473 shares; 2025Q4: 13,067 shares; 2026Q1: 12,918 shares; 2026Q2: 12,984 shares 12,984 $3.32M 0.13% +66 Timeline NFLT 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: not reported; 2026Q1: 137,404 shares; 2026Q2: 143,011 shares 143,011 $3.28M 0.13% +5,607 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,471 shares; 2024Q4: 59,701 shares; 2025Q1: 60,416 shares; 2025Q2: 67,092 shares; 2025Q3: 86,378 shares; 2025Q4: 93,854 shares; 2026Q1: 62,838 shares; 2026Q2: 63,266 shares 63,266 $3.28M 0.13% +428 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: 16,071 shares; 2024Q4: 18,964 shares; 2025Q1: 12,369 shares; 2025Q2: 12,433 shares; 2025Q3: 13,224 shares; 2025Q4: 13,548 shares; 2026Q1: 27,049 shares; 2026Q2: 30,368 shares 30,368 $3.27M 0.13% +3,319 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,393 shares; 2026Q2: 34,484 shares 34,484 $3.17M 0.13% +1,091 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,668 shares; 2024Q4: 13,368 shares; 2025Q1: 12,818 shares; 2025Q2: 11,918 shares; 2025Q3: 11,568 shares; 2025Q4: 11,318 shares; 2026Q1: 11,224 shares; 2026Q2: 10,624 shares 10,624 $3.16M 0.13% -600 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: 1,776 shares; 2024Q4: 906 shares; 2025Q1: 935 shares; 2025Q2: 930 shares; 2025Q3: 1,966 shares; 2025Q4: 8,753 shares; 2026Q1: 7,717 shares; 2026Q2: 7,599 shares 7,599 $3.16M 0.13% -118 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 4,368 shares; 2025Q1: 4,091 shares; 2025Q2: 7,196 shares; 2025Q3: 7,218 shares; 2025Q4: 7,276 shares; 2026Q1: 8,530 shares; 2026Q2: 9,224 shares 9,224 $3.15M 0.13% +694 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,780 shares; 2026Q2: 58,396 shares 58,396 $3.13M 0.13% +8,616 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: 3,900 shares; 2024Q4: 8,055 shares; 2025Q1: 4,156 shares; 2025Q2: 4,125 shares; 2025Q3: 4,119 shares; 2025Q4: 4,121 shares; 2026Q1: 11,556 shares; 2026Q2: 17,691 shares 17,691 $3.13M 0.13% +6,135 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: 4,696 shares; 2024Q4: 2,740 shares; 2025Q1: 1,617 shares; 2025Q2: 1,508 shares; 2025Q3: 1,656 shares; 2025Q4: 4,074 shares; 2026Q1: 4,109 shares; 2026Q2: 4,380 shares 4,380 $3.12M 0.13% +271 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,413 shares; 2024Q4: 101,035 shares; 2025Q1: 75,253 shares; 2025Q2: 75,530 shares; 2025Q3: 70,637 shares; 2025Q4: 72,016 shares; 2026Q1: 82,559 shares; 2026Q2: 107,425 shares 107,425 $3.11M 0.13% +24,866 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: 5,785 shares; 2024Q4: 13,745 shares; 2025Q1: 13,181 shares; 2025Q2: 12,537 shares; 2025Q3: 13,737 shares; 2025Q4: 12,529 shares; 2026Q1: 12,941 shares; 2026Q2: 12,891 shares 12,891 $3.08M 0.12% -50 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,648 shares; 2025Q1: 25,560 shares; 2025Q2: 26,289 shares; 2025Q3: 26,474 shares; 2025Q4: 25,599 shares; 2026Q1: 25,676 shares; 2026Q2: 28,140 shares 28,140 $3.07M 0.12% +2,464 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,005 shares; 2024Q4: 70,138 shares; 2025Q1: 72,346 shares; 2025Q2: 68,325 shares; 2025Q3: 69,246 shares; 2025Q4: 69,475 shares; 2026Q1: 82,315 shares; 2026Q2: 78,895 shares 78,895 $3.06M 0.12% -3,420 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,903 shares; 2024Q4: 29,889 shares; 2025Q1: 39,204 shares; 2025Q2: 48,589 shares; 2025Q3: 46,618 shares; 2025Q4: 49,438 shares; 2026Q1: 58,897 shares; 2026Q2: 57,516 shares 57,516 $3.06M 0.12% -1,381 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 71,322 shares 71,322 $3.03M 0.12% 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: 4,916 shares; 2024Q4: 5,272 shares; 2025Q1: 4,447 shares; 2025Q2: 4,500 shares; 2025Q3: 4,502 shares; 2025Q4: 4,667 shares; 2026Q1: 35,906 shares; 2026Q2: 36,629 shares 36,629 $3.03M 0.12% +723 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,145 shares; 2024Q4: 12,469 shares; 2025Q1: 10,967 shares; 2025Q2: 10,652 shares; 2025Q3: 10,345 shares; 2025Q4: 10,402 shares; 2026Q1: 10,271 shares; 2026Q2: 10,218 shares 10,218 $2.98M 0.12% -53 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: 24,266 shares; 2024Q4: 21,937 shares; 2025Q1: 22,948 shares; 2025Q2: 16,082 shares; 2025Q3: 16,545 shares; 2025Q4: 18,429 shares; 2026Q1: 8,572 shares; 2026Q2: 6,786 shares 6,786 $2.93M 0.12% -1,786 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: 5,067 shares; 2024Q4: 7,900 shares; 2025Q1: 8,110 shares; 2025Q2: 7,702 shares; 2025Q3: 11,603 shares; 2025Q4: 9,469 shares; 2026Q1: 9,228 shares; 2026Q2: 8,738 shares 8,738 $2.93M 0.12% -490 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,406 shares; 2024Q4: 52,923 shares; 2025Q1: 45,565 shares; 2025Q2: 62,823 shares; 2025Q3: 108,615 shares; 2025Q4: 111,993 shares; 2026Q1: 77,133 shares; 2026Q2: 80,076 shares 80,076 $2.92M 0.12% +2,943 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: 15,947 shares; 2024Q4: 31,595 shares; 2025Q1: 37,015 shares; 2025Q2: 40,889 shares; 2025Q3: 66,183 shares; 2025Q4: 120,388 shares; 2026Q1: 103,249 shares; 2026Q2: 156,652 shares 156,652 $2.89M 0.12% +53,403 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: 3,978 shares; 2024Q4: 3,624 shares; 2025Q1: 6,998 shares; 2025Q2: 9,961 shares; 2025Q3: 12,628 shares; 2025Q4: 12,881 shares; 2026Q1: 15,292 shares; 2026Q2: 13,449 shares 13,449 $2.86M 0.12% -1,843 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: 15,311 shares; 2024Q4: 17,612 shares; 2025Q1: 21,084 shares; 2025Q2: 21,258 shares; 2025Q3: 24,378 shares; 2025Q4: 41,924 shares; 2026Q1: 31,400 shares; 2026Q2: 20,728 shares 20,728 $2.85M 0.11% -10,672 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: 4,659 shares; 2024Q4: 5,254 shares; 2025Q1: 4,150 shares; 2025Q2: 4,157 shares; 2025Q3: 3,366 shares; 2025Q4: 15,285 shares; 2026Q1: 17,447 shares; 2026Q2: 17,348 shares 17,348 $2.85M 0.11% -99 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,582 shares; 2024Q4: 25,865 shares; 2025Q1: 24,242 shares; 2025Q2: 23,778 shares; 2025Q3: 22,047 shares; 2025Q4: 21,451 shares; 2026Q1: 20,796 shares; 2026Q2: 20,502 shares 20,502 $2.85M 0.11% -294 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: 5,167 shares; 2025Q1: 4,433 shares; 2025Q2: 4,196 shares; 2025Q3: 4,308 shares; 2025Q4: 5,309 shares; 2026Q1: 5,316 shares; 2026Q2: 6,558 shares 6,558 $2.84M 0.11% +1,242 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: 27,156 shares; 2024Q4: 22,537 shares; 2025Q1: 19,012 shares; 2025Q2: 25,160 shares; 2025Q3: 29,921 shares; 2025Q4: 25,497 shares; 2026Q1: 34,515 shares; 2026Q2: 39,280 shares 39,280 $2.83M 0.11% +4,765 Timeline PFM 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: 45,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,366 shares; 2025Q4: 46,234 shares; 2026Q1: 48,953 shares; 2026Q2: 50,861 shares 50,861 $2.82M 0.11% +1,908 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: 14,037 shares; 2024Q4: 28,792 shares; 2025Q1: 22,126 shares; 2025Q2: 20,299 shares; 2025Q3: 20,969 shares; 2025Q4: 26,780 shares; 2026Q1: 25,055 shares; 2026Q2: 50,100 shares 50,100 $2.81M 0.11% +25,045 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: 2,577 shares; 2024Q4: 3,967 shares; 2025Q1: 5,468 shares; 2025Q2: 5,733 shares; 2025Q3: 9,956 shares; 2025Q4: 13,193 shares; 2026Q1: 13,977 shares; 2026Q2: 14,152 shares 14,152 $2.8M 0.11% +175 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: not reported; 2024Q4: 11,371 shares; 2025Q1: 21,477 shares; 2025Q2: 26,912 shares; 2025Q3: 23,408 shares; 2025Q4: 42,395 shares; 2026Q1: 55,858 shares; 2026Q2: 57,411 shares 57,411 $2.79M 0.11% +1,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,505 shares; 2026Q2: 46,654 shares 46,654 $2.79M 0.11% -33,851 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: 22,339 shares; 2024Q4: 22,095 shares; 2025Q1: 9,868 shares; 2025Q2: 10,460 shares; 2025Q3: 22,731 shares; 2025Q4: 37,840 shares; 2026Q1: 39,741 shares; 2026Q2: 40,074 shares 40,074 $2.79M 0.11% +333 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,519 shares; 2024Q4: 49,604 shares; 2025Q1: 26,238 shares; 2025Q2: 26,268 shares; 2025Q3: 27,345 shares; 2025Q4: 29,997 shares; 2026Q1: 45,683 shares; 2026Q2: 46,664 shares 46,664 $2.75M 0.11% +981 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: 4,495 shares; 2024Q4: 80,338 shares; 2025Q1: 77,387 shares; 2025Q2: 67,999 shares; 2025Q3: 74,354 shares; 2025Q4: 72,335 shares; 2026Q1: 64,929 shares; 2026Q2: 55,163 shares 55,163 $2.73M 0.11% -9,766 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: 5,320 shares; 2024Q4: 17,444 shares; 2025Q1: 18,090 shares; 2025Q2: 17,963 shares; 2025Q3: 21,525 shares; 2025Q4: 24,985 shares; 2026Q1: 26,094 shares; 2026Q2: 25,421 shares 25,421 $2.73M 0.11% -673 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: 498 shares; 2024Q4: 390 shares; 2025Q1: 315 shares; 2025Q2: 262 shares; 2025Q3: 271 shares; 2025Q4: 303 shares; 2026Q1: 522 shares; 2026Q2: 8,962 shares 8,962 $2.7M 0.11% +8,440 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,083 shares; 2025Q1: 32,519 shares; 2025Q2: 31,533 shares; 2025Q3: 30,835 shares; 2025Q4: 27,057 shares; 2026Q1: 27,148 shares; 2026Q2: 28,289 shares 28,289 $2.68M 0.11% +1,141 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: 14,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,948 shares; 2025Q4: 17,482 shares; 2026Q1: 17,848 shares; 2026Q2: 18,338 shares 18,338 $2.68M 0.11% +490 Timeline FEOE 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: not reported; 2026Q1: 31,829 shares; 2026Q2: 49,550 shares 49,550 $2.65M 0.11% +17,721 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,714 shares; 2024Q4: 288,112 shares; 2025Q1: 254,744 shares; 2025Q2: 296,454 shares; 2025Q3: 231,350 shares; 2025Q4: 234,335 shares; 2026Q1: 241,039 shares; 2026Q2: 255,040 shares 255,040 $2.63M 0.11% +14,001 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,475 shares; 2024Q4: 14,525 shares; 2025Q1: 14,625 shares; 2025Q2: 14,625 shares; 2025Q3: 14,759 shares; 2025Q4: 14,934 shares; 2026Q1: 14,819 shares; 2026Q2: 15,476 shares 15,476 $2.62M 0.11% +657 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: 4,501 shares; 2024Q4: 3,617 shares; 2025Q1: 3,890 shares; 2025Q2: 4,012 shares; 2025Q3: 7,037 shares; 2025Q4: 7,271 shares; 2026Q1: 9,873 shares; 2026Q2: 10,494 shares 10,494 $2.55M 0.1% +621 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: 21,547 shares; 2024Q4: 19,698 shares; 2025Q1: 17,548 shares; 2025Q2: 15,578 shares; 2025Q3: 17,717 shares; 2025Q4: 22,220 shares; 2026Q1: 26,822 shares; 2026Q2: 26,318 shares 26,318 $2.54M 0.1% -504 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,628 shares; 2024Q4: 9,379 shares; 2025Q1: 8,495 shares; 2025Q2: 8,136 shares; 2025Q3: 6,647 shares; 2025Q4: 6,440 shares; 2026Q1: 6,273 shares; 2026Q2: 6,380 shares 6,380 $2.53M 0.1% +107 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,733 shares; 2024Q4: 8,705 shares; 2025Q1: 7,420 shares; 2025Q2: 7,245 shares; 2025Q3: 6,681 shares; 2025Q4: 7,063 shares; 2026Q1: 7,072 shares; 2026Q2: 6,550 shares 6,550 $2.53M 0.1% -522 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,117 shares; 2024Q4: 65,178 shares; 2025Q1: 40,463 shares; 2025Q2: 41,304 shares; 2025Q3: 147,303 shares; 2025Q4: 150,799 shares; 2026Q1: 65,440 shares; 2026Q2: 43,346 shares 43,346 $2.53M 0.1% -22,094 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: 8,729 shares; 2024Q4: 1,628 shares; 2025Q1: 1,227 shares; 2025Q2: not reported; 2025Q3: 2,631 shares; 2025Q4: 8,295 shares; 2026Q1: 8,074 shares; 2026Q2: 7,394 shares 7,394 $2.52M 0.1% -680 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,404 shares; 2026Q2: 112,393 shares 112,393 $2.51M 0.1% +19,989 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,371 shares; 2025Q3: 11,308 shares; 2025Q4: 37,425 shares; 2026Q1: 65,233 shares; 2026Q2: 49,791 shares 49,791 $2.51M 0.1% -15,442 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,503 shares; 2025Q1: 20,985 shares; 2025Q2: 20,677 shares; 2025Q3: 37,525 shares; 2025Q4: 42,119 shares; 2026Q1: 53,314 shares; 2026Q2: 54,318 shares 54,318 $2.48M 0.1% +1,004 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: 7,844 shares; 2024Q4: 7,732 shares; 2025Q1: 7,278 shares; 2025Q2: 5,771 shares; 2025Q3: 4,568 shares; 2025Q4: 6,454 shares; 2026Q1: 10,565 shares; 2026Q2: 35,979 shares 35,979 $2.43M 0.1% +25,414 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,887 shares; 2024Q4: 1,427 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 4,661 shares; 2025Q4: 11,190 shares; 2026Q1: 10,945 shares; 2026Q2: 10,735 shares 10,735 $2.37M 0.1% -210 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: 2,684 shares; 2024Q4: 1,572 shares; 2025Q1: 1,757 shares; 2025Q2: 1,779 shares; 2025Q3: 3,154 shares; 2025Q4: 9,063 shares; 2026Q1: 9,677 shares; 2026Q2: 9,665 shares 9,665 $2.34M 0.09% -12 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: 18,944 shares; 2024Q4: 6,674 shares; 2025Q1: 12,987 shares; 2025Q2: 9,111 shares; 2025Q3: 10,764 shares; 2025Q4: 12,292 shares; 2026Q1: 11,952 shares; 2026Q2: 12,826 shares 12,826 $2.32M 0.09% +874 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: 51,254 shares; 2024Q4: 18,414 shares; 2025Q1: 13,348 shares; 2025Q2: 14,368 shares; 2025Q3: 16,725 shares; 2025Q4: 26,236 shares; 2026Q1: 26,843 shares; 2026Q2: 28,021 shares 28,021 $2.32M 0.09% +1,178 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: 7,944 shares; 2024Q4: 3,445 shares; 2025Q1: 3,200 shares; 2025Q2: 3,272 shares; 2025Q3: 3,912 shares; 2025Q4: 4,939 shares; 2026Q1: 5,097 shares; 2026Q2: 6,385 shares 6,385 $2.31M 0.09% +1,288 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: 30,927 shares; 2024Q4: 41,257 shares; 2025Q1: 41,754 shares; 2025Q2: 33,821 shares; 2025Q3: 33,895 shares; 2025Q4: 27,423 shares; 2026Q1: 28,465 shares; 2026Q2: 28,451 shares 28,451 $2.3M 0.09% -14 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: 3,230 shares; 2024Q4: 4,787 shares; 2025Q1: 4,889 shares; 2025Q2: 5,103 shares; 2025Q3: 5,349 shares; 2025Q4: 8,677 shares; 2026Q1: 10,135 shares; 2026Q2: 14,370 shares 14,370 $2.27M 0.09% +4,235 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: 12,075 shares; 2024Q4: 2,901 shares; 2025Q1: 3,331 shares; 2025Q2: 4,124 shares; 2025Q3: 12,494 shares; 2025Q4: 15,283 shares; 2026Q1: 15,714 shares; 2026Q2: 16,620 shares 16,620 $2.27M 0.09% +906 Timeline SDIV 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: 31,596 shares; 2025Q2: 44,576 shares; 2025Q3: 91,661 shares; 2025Q4: 92,979 shares; 2026Q1: 116,541 shares; 2026Q2: 92,427 shares 92,427 $2.26M 0.09% -24,114 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: 9,928 shares; 2024Q4: 5,723 shares; 2025Q1: 7,408 shares; 2025Q2: 9,100 shares; 2025Q3: 11,377 shares; 2025Q4: 12,556 shares; 2026Q1: 13,739 shares; 2026Q2: 14,784 shares 14,784 $2.24M 0.09% +1,045 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: 25,686 shares; 2025Q1: 28,201 shares; 2025Q2: 27,592 shares; 2025Q3: 30,115 shares; 2025Q4: 31,699 shares; 2026Q1: 22,546 shares; 2026Q2: 27,172 shares 27,172 $2.22M 0.09% +4,626 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: 2,977 shares; 2024Q4: 3,684 shares; 2025Q1: 2,657 shares; 2025Q2: 2,755 shares; 2025Q3: 2,661 shares; 2025Q4: 2,842 shares; 2026Q1: 3,477 shares; 2026Q2: 3,491 shares 3,491 $2.21M 0.09% +14 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,900 shares; 2024Q4: 85,400 shares; 2025Q1: 45,750 shares; 2025Q2: 49,180 shares; 2025Q3: 55,500 shares; 2025Q4: 62,300 shares; 2026Q1: 76,790 shares; 2026Q2: 92,823 shares 92,823 $2.21M 0.09% +16,033 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,659 shares; 2024Q4: 5,143 shares; 2025Q1: 4,757 shares; 2025Q2: 4,657 shares; 2025Q3: 4,595 shares; 2025Q4: 11,048 shares; 2026Q1: 11,751 shares; 2026Q2: 11,727 shares 11,727 $2.21M 0.09% -24 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: 11,133 shares; 2024Q4: 6,056 shares; 2025Q1: 5,093 shares; 2025Q2: 5,066 shares; 2025Q3: 9,799 shares; 2025Q4: 10,090 shares; 2026Q1: 10,512 shares; 2026Q2: 9,954 shares 9,954 $2.19M 0.09% -558 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: 4,554 shares; 2024Q4: 9,556 shares; 2025Q1: 7,371 shares; 2025Q2: 7,536 shares; 2025Q3: 7,574 shares; 2025Q4: 8,054 shares; 2026Q1: 13,827 shares; 2026Q2: 11,807 shares 11,807 $2.19M 0.09% -2,020 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: 30,894 shares; 2024Q4: 11,240 shares; 2025Q1: 11,347 shares; 2025Q2: 10,813 shares; 2025Q3: 11,556 shares; 2025Q4: 15,199 shares; 2026Q1: 15,692 shares; 2026Q2: 15,609 shares 15,609 $2.18M 0.09% -83 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: not reported; 2024Q4: 7,473 shares; 2025Q1: 9,621 shares; 2025Q2: 13,425 shares; 2025Q3: 16,068 shares; 2025Q4: 33,445 shares; 2026Q1: 38,343 shares; 2026Q2: 41,706 shares 41,706 $2.18M 0.09% +3,363 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: 14,258 shares; 2024Q4: 8,750 shares; 2025Q1: 6,941 shares; 2025Q2: 6,813 shares; 2025Q3: 7,022 shares; 2025Q4: 11,420 shares; 2026Q1: 12,548 shares; 2026Q2: 10,405 shares 10,405 $2.18M 0.09% -2,143 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: 28,618 shares; 2024Q4: 32,980 shares; 2025Q1: 33,290 shares; 2025Q2: 35,600 shares; 2025Q3: 35,060 shares; 2025Q4: 39,720 shares; 2026Q1: 36,169 shares; 2026Q2: 34,367 shares 34,367 $2.16M 0.09% -1,802 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,037 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,845 shares; 2025Q4: 45,719 shares; 2026Q1: 38,776 shares; 2026Q2: 38,219 shares 38,219 $2.16M 0.09% -557 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,660 shares; 2026Q2: 36,402 shares 36,402 $2.16M 0.09% -258 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: 3,558 shares; 2024Q4: 4,465 shares; 2025Q1: 3,364 shares; 2025Q2: 3,363 shares; 2025Q3: 3,442 shares; 2025Q4: 3,914 shares; 2026Q1: 4,857 shares; 2026Q2: 26,095 shares 26,095 $2.16M 0.09% +21,238 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,533 shares; 2025Q1: 28,458 shares; 2025Q2: 23,872 shares; 2025Q3: 26,848 shares; 2025Q4: 25,594 shares; 2026Q1: 22,975 shares; 2026Q2: 22,889 shares 22,889 $2.14M 0.09% -86 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: 9,049 shares; 2024Q4: 27,293 shares; 2025Q1: 31,516 shares; 2025Q2: 27,805 shares; 2025Q3: 24,012 shares; 2025Q4: 22,840 shares; 2026Q1: 19,897 shares; 2026Q2: 18,970 shares 18,970 $2.14M 0.09% -927 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: 14,966 shares; 2024Q4: 5,402 shares; 2025Q1: 4,497 shares; 2025Q2: 4,368 shares; 2025Q3: 16,494 shares; 2025Q4: 15,921 shares; 2026Q1: 15,815 shares; 2026Q2: 78,002 shares 78,002 $2.14M 0.09% +62,187 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: 6,880 shares; 2024Q4: 7,578 shares; 2025Q1: 7,158 shares; 2025Q2: 8,110 shares; 2025Q3: 7,300 shares; 2025Q4: 7,438 shares; 2026Q1: 7,230 shares; 2026Q2: 7,318 shares 7,318 $2.13M 0.09% +88 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: 20,516 shares; 2024Q4: 13,410 shares; 2025Q1: 12,638 shares; 2025Q2: 11,155 shares; 2025Q3: 12,922 shares; 2025Q4: 16,784 shares; 2026Q1: 15,071 shares; 2026Q2: 15,652 shares 15,652 $2.12M 0.09% +581 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: 20,497 shares; 2024Q4: 32,504 shares; 2025Q1: 38,695 shares; 2025Q2: 38,665 shares; 2025Q3: 40,974 shares; 2025Q4: 42,504 shares; 2026Q1: 45,519 shares; 2026Q2: 48,951 shares 48,951 $2.11M 0.09% +3,432 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: 6,695 shares; 2024Q4: 5,849 shares; 2025Q1: 6,096 shares; 2025Q2: 3,159 shares; 2025Q3: 5,495 shares; 2025Q4: 6,491 shares; 2026Q1: 7,303 shares; 2026Q2: 6,997 shares 6,997 $2.09M 0.08% -306 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,756 shares; 2025Q3: 24,523 shares; 2025Q4: 25,922 shares; 2026Q1: 48,034 shares; 2026Q2: 51,188 shares 51,188 $2.09M 0.08% +3,154 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: 47,308 shares; 2024Q4: 48,942 shares; 2025Q1: 39,324 shares; 2025Q2: 41,579 shares; 2025Q3: 39,220 shares; 2025Q4: 40,432 shares; 2026Q1: 35,527 shares; 2026Q2: 35,921 shares 35,921 $2.07M 0.08% +394 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: 7,490 shares; 2024Q4: 8,145 shares; 2025Q1: 10,872 shares; 2025Q2: 12,107 shares; 2025Q3: 12,672 shares; 2025Q4: 14,343 shares; 2026Q1: 28,477 shares; 2026Q2: 38,449 shares 38,449 $2.04M 0.08% +9,972 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,851 shares; 2024Q4: 52,400 shares; 2025Q1: 54,107 shares; 2025Q2: 59,518 shares; 2025Q3: 66,247 shares; 2025Q4: 69,768 shares; 2026Q1: 76,725 shares; 2026Q2: 85,528 shares 85,528 $2.03M 0.08% +8,803 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,747 shares; 2025Q1: 61,328 shares; 2025Q2: 62,843 shares; 2025Q3: 65,723 shares; 2025Q4: 70,031 shares; 2026Q1: 76,867 shares; 2026Q2: 77,221 shares 77,221 $2M 0.08% +354 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: 8,045 shares; 2024Q4: 9,142 shares; 2025Q1: 9,671 shares; 2025Q2: 9,896 shares; 2025Q3: 11,912 shares; 2025Q4: 11,759 shares; 2026Q1: 11,334 shares; 2026Q2: 9,093 shares 9,093 $2M 0.08% -2,241 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,965 shares; 2024Q4: 23,152 shares; 2025Q1: 24,028 shares; 2025Q2: 21,753 shares; 2025Q3: 25,833 shares; 2025Q4: 25,755 shares; 2026Q1: 26,284 shares; 2026Q2: 25,210 shares 25,210 $1.99M 0.08% -1,074 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: 140,852 shares; 2024Q4: 44,198 shares; 2025Q1: 56,898 shares; 2025Q2: 43,410 shares; 2025Q3: 48,904 shares; 2025Q4: 74,038 shares; 2026Q1: 83,228 shares; 2026Q2: 96,230 shares 96,230 $1.99M 0.08% +13,002 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: not reported; 2024Q4: 31,077 shares; 2025Q1: 23,148 shares; 2025Q2: 22,200 shares; 2025Q3: 24,331 shares; 2025Q4: 24,028 shares; 2026Q1: 29,620 shares; 2026Q2: 26,158 shares 26,158 $1.98M 0.08% -3,462 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: 8,024 shares; 2024Q4: 4,215 shares; 2025Q1: 4,035 shares; 2025Q2: 3,436 shares; 2025Q3: 3,654 shares; 2025Q4: 7,094 shares; 2026Q1: 7,130 shares; 2026Q2: 7,191 shares 7,191 $1.96M 0.08% +61 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,177 shares; 2026Q1: 3,462 shares; 2026Q2: 5,823 shares 5,823 $1.95M 0.08% +2,361 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,268 shares 19,268 $1.94M 0.08% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,871 shares; 2024Q4: 3,265 shares; 2025Q1: 3,016 shares; 2025Q2: 2,995 shares; 2025Q3: 4,882 shares; 2025Q4: 4,899 shares; 2026Q1: 4,960 shares; 2026Q2: 4,937 shares 4,937 $1.92M 0.08% -23 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: 109,968 shares; 2024Q4: 63,770 shares; 2025Q1: 53,563 shares; 2025Q2: 55,136 shares; 2025Q3: 59,840 shares; 2025Q4: 70,861 shares; 2026Q1: 84,516 shares; 2026Q2: 79,869 shares 79,869 $1.92M 0.08% -4,647 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,329 shares; 2024Q4: 20,554 shares; 2025Q1: 17,024 shares; 2025Q2: 20,424 shares; 2025Q3: 23,104 shares; 2025Q4: 23,389 shares; 2026Q1: 24,239 shares; 2026Q2: 23,314 shares 23,314 $1.92M 0.08% -925 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: 23,611 shares; 2024Q4: 41,723 shares; 2025Q1: 35,500 shares; 2025Q2: 39,323 shares; 2025Q3: 36,530 shares; 2025Q4: 37,899 shares; 2026Q1: 38,049 shares; 2026Q2: 39,396 shares 39,396 $1.9M 0.08% +1,347 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,707 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,243 shares; 2026Q2: 27,900 shares 27,900 $1.89M 0.08% -1,343 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: 14,383 shares; 2024Q4: 20,916 shares; 2025Q1: 18,761 shares; 2025Q2: 16,326 shares; 2025Q3: 16,897 shares; 2025Q4: 23,784 shares; 2026Q1: 21,775 shares; 2026Q2: 24,941 shares 24,941 $1.88M 0.08% +3,166 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: 34,222 shares; 2024Q4: 32,549 shares; 2025Q1: 60,859 shares; 2025Q2: 33,832 shares; 2025Q3: 33,696 shares; 2025Q4: 38,195 shares; 2026Q1: 36,429 shares; 2026Q2: 35,109 shares 35,109 $1.88M 0.08% -1,320 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: 13,465 shares; 2024Q4: 27,771 shares; 2025Q1: 15,006 shares; 2025Q2: 15,006 shares; 2025Q3: 15,115 shares; 2025Q4: 15,699 shares; 2026Q1: 16,349 shares; 2026Q2: 16,284 shares 16,284 $1.87M 0.08% -65 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: 848 shares; 2025Q1: 798 shares; 2025Q2: 710 shares; 2025Q3: 964 shares; 2025Q4: 953 shares; 2026Q1: 942 shares; 2026Q2: 941 shares 941 $1.87M 0.08% -1 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: 10,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,428 shares; 2025Q3: 1,448 shares; 2025Q4: 7,715 shares; 2026Q1: 7,949 shares; 2026Q2: 9,277 shares 9,277 $1.86M 0.08% +1,328 Timeline EIPI 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: 58,143 shares; 2024Q4: 84,900 shares; 2025Q1: 83,220 shares; 2025Q2: 79,520 shares; 2025Q3: 79,520 shares; 2025Q4: 79,370 shares; 2026Q1: 92,534 shares; 2026Q2: 84,836 shares 84,836 $1.85M 0.07% -7,698 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 5,515 shares; 2026Q1: 8,686 shares; 2026Q2: 6,597 shares 6,597 $1.82M 0.07% -2,089 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: 21,568 shares; 2024Q4: 19,925 shares; 2025Q1: 4,470 shares; 2025Q2: 6,300 shares; 2025Q3: 24,497 shares; 2025Q4: 26,789 shares; 2026Q1: 17,233 shares; 2026Q2: 18,051 shares 18,051 $1.82M 0.07% +818 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,569 shares; 2024Q4: 14,791 shares; 2025Q1: 14,956 shares; 2025Q2: 14,457 shares; 2025Q3: 15,186 shares; 2025Q4: 15,140 shares; 2026Q1: 16,559 shares; 2026Q2: 17,074 shares 17,074 $1.82M 0.07% +515 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,613 shares; 2026Q1: 23,658 shares; 2026Q2: 32,046 shares 32,046 $1.81M 0.07% +8,388 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,784 shares; 2024Q4: 6,960 shares; 2025Q1: 4,414 shares; 2025Q2: 3,779 shares; 2025Q3: 4,386 shares; 2025Q4: 15,668 shares; 2026Q1: 20,214 shares; 2026Q2: 17,385 shares 17,385 $1.81M 0.07% -2,829 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: 4,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,687 shares; 2026Q2: 2,790 shares 2,790 $1.78M 0.07% -5,897 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,952 shares 7,952 $1.78M 0.07% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,151 shares; 2025Q1: 13,151 shares; 2025Q2: 13,135 shares; 2025Q3: 13,298 shares; 2025Q4: 13,800 shares; 2026Q1: 13,801 shares; 2026Q2: 15,084 shares 15,084 $1.78M 0.07% +1,283 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: not reported; 2024Q4: 1,105 shares; 2025Q1: 923 shares; 2025Q2: 880 shares; 2025Q3: 1,043 shares; 2025Q4: 2,554 shares; 2026Q1: 2,540 shares; 2026Q2: 2,525 shares 2,525 $1.78M 0.07% -15 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,836 shares; 2024Q4: 6,866 shares; 2025Q1: 10,817 shares; 2025Q2: 13,379 shares; 2025Q3: 12,592 shares; 2025Q4: 14,502 shares; 2026Q1: 16,530 shares; 2026Q2: 18,385 shares 18,385 $1.77M 0.07% +1,855 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,916 shares; 2026Q1: 13,402 shares; 2026Q2: 14,100 shares 14,100 $1.76M 0.07% +698 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: 11,723 shares; 2024Q4: 19,268 shares; 2025Q1: 31,138 shares; 2025Q2: 33,738 shares; 2025Q3: 68,111 shares; 2025Q4: 70,467 shares; 2026Q1: 66,430 shares; 2026Q2: 19,556 shares 19,556 $1.76M 0.07% -46,874 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,948 shares 7,948 $1.76M 0.07% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,350 shares; 2024Q4: 24,937 shares; 2025Q1: 21,094 shares; 2025Q2: 24,069 shares; 2025Q3: 28,619 shares; 2025Q4: 28,940 shares; 2026Q1: 29,867 shares; 2026Q2: 34,917 shares 34,917 $1.75M 0.07% +5,050 Timeline FTCE FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,674 shares; 2026Q2: 64,195 shares 64,195 $1.74M 0.07% +14,521 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: 1,363 shares; 2024Q4: 2,665 shares; 2025Q1: 2,504 shares; 2025Q2: 2,500 shares; 2025Q3: 3,370 shares; 2025Q4: 5,644 shares; 2026Q1: 5,697 shares; 2026Q2: 5,673 shares 5,673 $1.74M 0.07% -24 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,677 shares; 2024Q4: 8,774 shares; 2025Q1: 8,792 shares; 2025Q2: 8,954 shares; 2025Q3: 9,878 shares; 2025Q4: 10,030 shares; 2026Q1: 11,267 shares; 2026Q2: 12,175 shares 12,175 $1.73M 0.07% +908 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: 2,844 shares; 2024Q4: 2,794 shares; 2025Q1: 2,735 shares; 2025Q2: 2,725 shares; 2025Q3: 2,595 shares; 2025Q4: 3,190 shares; 2026Q1: 3,260 shares; 2026Q2: 3,372 shares 3,372 $1.72M 0.07% +112 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: 7,362 shares; 2024Q4: 27,164 shares; 2025Q1: 21,124 shares; 2025Q2: 21,726 shares; 2025Q3: 25,412 shares; 2025Q4: 23,064 shares; 2026Q1: 40,619 shares; 2026Q2: 58,268 shares 58,268 $1.71M 0.07% +17,649 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: 4,018 shares; 2024Q4: 1,192 shares; 2025Q1: 1,009 shares; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 8,262 shares; 2026Q1: 8,155 shares; 2026Q2: 8,116 shares 8,116 $1.67M 0.07% -39 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: 30,970 shares; 2024Q4: 86,934 shares; 2025Q1: 69,444 shares; 2025Q2: 53,563 shares; 2025Q3: 49,578 shares; 2025Q4: 44,329 shares; 2026Q1: 41,977 shares; 2026Q2: 45,057 shares 45,057 $1.65M 0.07% +3,080 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,075 shares; 2024Q4: 16,690 shares; 2025Q1: 17,005 shares; 2025Q2: 16,845 shares; 2025Q3: 17,604 shares; 2025Q4: 17,312 shares; 2026Q1: 17,294 shares; 2026Q2: 15,151 shares 15,151 $1.62M 0.07% -2,143 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 851 shares; 2025Q1: 854 shares; 2025Q2: 8,452 shares; 2025Q3: 8,450 shares; 2025Q4: 8,387 shares; 2026Q1: 8,400 shares; 2026Q2: 8,490 shares 8,490 $1.62M 0.07% +90 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: 14,857 shares; 2024Q4: 12,019 shares; 2025Q1: 10,216 shares; 2025Q2: 9,207 shares; 2025Q3: 9,191 shares; 2025Q4: 12,541 shares; 2026Q1: 13,116 shares; 2026Q2: 13,698 shares 13,698 $1.61M 0.06% +582 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: 11,812 shares; 2024Q4: 15,285 shares; 2025Q1: 13,213 shares; 2025Q2: 12,987 shares; 2025Q3: 13,037 shares; 2025Q4: 15,552 shares; 2026Q1: 21,483 shares; 2026Q2: 23,109 shares 23,109 $1.58M 0.06% +1,626 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: 17,278 shares; 2024Q4: 32,634 shares; 2025Q1: 19,375 shares; 2025Q2: 18,029 shares; 2025Q3: 18,727 shares; 2025Q4: 17,257 shares; 2026Q1: 15,586 shares; 2026Q2: 15,042 shares 15,042 $1.56M 0.06% -544 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,228 shares; 2024Q4: 13,862 shares; 2025Q1: 12,103 shares; 2025Q2: 12,055 shares; 2025Q3: 13,188 shares; 2025Q4: 13,330 shares; 2026Q1: 12,949 shares; 2026Q2: 13,330 shares 13,330 $1.56M 0.06% +381 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,588 shares; 2025Q1: 13,659 shares; 2025Q2: 13,574 shares; 2025Q3: 17,162 shares; 2025Q4: 19,769 shares; 2026Q1: 23,148 shares; 2026Q2: 23,071 shares 23,071 $1.56M 0.06% -77 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: 20,733 shares; 2024Q4: 15,057 shares; 2025Q1: 12,982 shares; 2025Q2: 11,610 shares; 2025Q3: 12,631 shares; 2025Q4: 16,848 shares; 2026Q1: 16,714 shares; 2026Q2: 16,048 shares 16,048 $1.54M 0.06% -666 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 2,109 shares; 2025Q1: 1,548 shares; 2025Q2: 1,443 shares; 2025Q3: 1,466 shares; 2025Q4: 1,893 shares; 2026Q1: 2,016 shares; 2026Q2: 2,043 shares 2,043 $1.54M 0.06% +27 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: 5,167 shares; 2024Q4: 1,696 shares; 2025Q1: 1,604 shares; 2025Q2: 1,272 shares; 2025Q3: 1,053 shares; 2025Q4: 1,472 shares; 2026Q1: 1,915 shares; 2026Q2: 3,069 shares 3,069 $1.54M 0.06% +1,154 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,043 shares; 2024Q4: 22,361 shares; 2025Q1: 15,674 shares; 2025Q2: 15,606 shares; 2025Q3: 16,610 shares; 2025Q4: 16,228 shares; 2026Q1: 15,006 shares; 2026Q2: 14,847 shares 14,847 $1.54M 0.06% -159 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,866 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,783 shares 53,783 $1.53M 0.06% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,772 shares; 2024Q4: 55,038 shares; 2025Q1: 59,883 shares; 2025Q2: 61,358 shares; 2025Q3: 59,088 shares; 2025Q4: 54,267 shares; 2026Q1: 48,030 shares; 2026Q2: 48,999 shares 48,999 $1.52M 0.06% +969 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: 20,724 shares; 2026Q1: 93,667 shares; 2026Q2: 116,970 shares 116,970 $1.52M 0.06% +23,303 Timeline MARM 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: 29,276 shares; 2024Q4: 56,498 shares; 2025Q1: 50,824 shares; 2025Q2: 50,161 shares; 2025Q3: 49,151 shares; 2025Q4: 47,964 shares; 2026Q1: 44,711 shares; 2026Q2: 44,259 shares 44,259 $1.51M 0.06% -452 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,983 shares; 2025Q4: 3,324 shares; 2026Q1: 4,300 shares; 2026Q2: 3,101 shares 3,101 $1.5M 0.06% -1,199 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,060 shares; 2025Q1: 3,086 shares; 2025Q2: 3,093 shares; 2025Q3: 6,565 shares; 2025Q4: 6,604 shares; 2026Q1: 6,631 shares; 2026Q2: 6,590 shares 6,590 $1.5M 0.06% -41 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: 41,032 shares; 2024Q4: 88,570 shares; 2025Q1: 38,489 shares; 2025Q2: 24,647 shares; 2025Q3: 23,110 shares; 2025Q4: 23,161 shares; 2026Q1: 29,842 shares; 2026Q2: 29,451 shares 29,451 $1.49M 0.06% -391 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,591 shares; 2026Q2: 31,444 shares 31,444 $1.48M 0.06% +4,853 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,556 shares; 2025Q1: 14,492 shares; 2025Q2: 18,509 shares; 2025Q3: 17,753 shares; 2025Q4: 26,154 shares; 2026Q1: 19,678 shares; 2026Q2: 18,254 shares 18,254 $1.48M 0.06% -1,424 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,256 shares; 2024Q4: 1,243 shares; 2025Q1: 1,147 shares; 2025Q2: 1,264 shares; 2025Q3: 1,543 shares; 2025Q4: 8,037 shares; 2026Q1: 9,333 shares; 2026Q2: 14,878 shares 14,878 $1.48M 0.06% +5,545 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,943 shares; 2024Q4: 12,524 shares; 2025Q1: 9,692 shares; 2025Q2: 13,172 shares; 2025Q3: 12,948 shares; 2025Q4: 11,852 shares; 2026Q1: 10,435 shares; 2026Q2: 11,277 shares 11,277 $1.47M 0.06% +842 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: 13,864 shares; 2024Q4: 7,881 shares; 2025Q1: 7,674 shares; 2025Q2: 10,000 shares; 2025Q3: 9,390 shares; 2025Q4: 10,862 shares; 2026Q1: 11,341 shares; 2026Q2: 6,592 shares 6,592 $1.47M 0.06% -4,749 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,784 shares; 2025Q1: 5,784 shares; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares; 2025Q4: 17,946 shares; 2026Q1: 17,819 shares; 2026Q2: 16,114 shares 16,114 $1.46M 0.06% -1,705 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: 5,597 shares; 2024Q4: 6,400 shares; 2025Q1: 5,525 shares; 2025Q2: 5,479 shares; 2025Q3: 6,230 shares; 2025Q4: 11,339 shares; 2026Q1: 21,648 shares; 2026Q2: 24,253 shares 24,253 $1.46M 0.06% +2,605 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: 7,704 shares; 2024Q4: 14,878 shares; 2025Q1: 12,445 shares; 2025Q2: 12,299 shares; 2025Q3: 13,800 shares; 2025Q4: 18,398 shares; 2026Q1: 19,474 shares; 2026Q2: 19,425 shares 19,425 $1.45M 0.06% -49 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: 3,789 shares; 2024Q4: 2,629 shares; 2025Q1: 3,230 shares; 2025Q2: 2,608 shares; 2025Q3: 3,707 shares; 2025Q4: 3,896 shares; 2026Q1: 5,892 shares; 2026Q2: 5,855 shares 5,855 $1.45M 0.06% -37 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: 16,544 shares; 2024Q4: 14,590 shares; 2025Q1: 15,828 shares; 2025Q2: 16,185 shares; 2025Q3: 15,948 shares; 2025Q4: 30,900 shares; 2026Q1: 29,365 shares; 2026Q2: 29,046 shares 29,046 $1.45M 0.06% -319 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: 10,038 shares; 2024Q4: 12,707 shares; 2025Q1: 8,551 shares; 2025Q2: 8,697 shares; 2025Q3: 11,388 shares; 2025Q4: 11,288 shares; 2026Q1: 11,848 shares; 2026Q2: 13,897 shares 13,897 $1.44M 0.06% +2,049 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: 5,010 shares; 2024Q4: 7,640 shares; 2025Q1: 6,672 shares; 2025Q2: 7,048 shares; 2025Q3: 8,667 shares; 2025Q4: 29,766 shares; 2026Q1: 29,783 shares; 2026Q2: 31,812 shares 31,812 $1.44M 0.06% +2,029 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,185 shares; 2024Q4: 14,506 shares; 2025Q1: 8,865 shares; 2025Q2: 8,605 shares; 2025Q3: 10,084 shares; 2025Q4: 17,275 shares; 2026Q1: 15,977 shares; 2026Q2: 16,540 shares 16,540 $1.44M 0.06% +563 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,203 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,451 shares; 2025Q4: 11,051 shares; 2026Q1: 17,898 shares; 2026Q2: 19,087 shares 19,087 $1.43M 0.06% +1,189 Timeline EMGF 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: 12,392 shares; 2025Q1: 12,165 shares; 2025Q2: 18,445 shares; 2025Q3: 27,243 shares; 2025Q4: 20,510 shares; 2026Q1: 21,638 shares; 2026Q2: 19,473 shares 19,473 $1.43M 0.06% -2,165 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,229 shares; 2025Q4: 16,391 shares; 2026Q1: 16,855 shares; 2026Q2: 16,332 shares 16,332 $1.42M 0.06% -523 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 152,206 shares; 2025Q1: 98,555 shares; 2025Q2: 111,727 shares; 2025Q3: 143,566 shares; 2025Q4: 149,751 shares; 2026Q1: 109,201 shares; 2026Q2: 111,877 shares 111,877 $1.42M 0.06% +2,676 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,859 shares; 2024Q4: 12,232 shares; 2025Q1: 10,737 shares; 2025Q2: 11,716 shares; 2025Q3: 11,913 shares; 2025Q4: 12,326 shares; 2026Q1: 13,384 shares; 2026Q2: 12,821 shares 12,821 $1.4M 0.06% -563 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,171 shares; 2025Q1: 21,346 shares; 2025Q2: 17,346 shares; 2025Q3: 21,702 shares; 2025Q4: 23,451 shares; 2026Q1: 26,836 shares; 2026Q2: 28,949 shares 28,949 $1.38M 0.06% +2,113 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: 22,054 shares; 2024Q4: 18,525 shares; 2025Q1: 18,944 shares; 2025Q2: 20,595 shares; 2025Q3: 24,683 shares; 2025Q4: 25,318 shares; 2026Q1: 19,823 shares; 2026Q2: 19,051 shares 19,051 $1.37M 0.06% -772 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: 2,249 shares; 2024Q4: 2,321 shares; 2025Q1: 2,137 shares; 2025Q2: 2,189 shares; 2025Q3: 2,262 shares; 2025Q4: 5,385 shares; 2026Q1: 5,874 shares; 2026Q2: 5,748 shares 5,748 $1.37M 0.06% -126 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: 14,045 shares; 2024Q4: 7,815 shares; 2025Q1: 7,923 shares; 2025Q2: 10,289 shares; 2025Q3: 10,182 shares; 2025Q4: 12,435 shares; 2026Q1: 10,869 shares; 2026Q2: 8,698 shares 8,698 $1.36M 0.05% -2,171 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,657 shares; 2026Q2: 64,668 shares 64,668 $1.36M 0.05% +11,011 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: 3,883 shares; 2024Q4: 6,806 shares; 2025Q1: 3,952 shares; 2025Q2: 5,162 shares; 2025Q3: 6,462 shares; 2025Q4: 7,232 shares; 2026Q1: 6,188 shares; 2026Q2: 5,609 shares 5,609 $1.36M 0.05% -579 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 1,818 shares; 2026Q1: 2,023 shares; 2026Q2: 1,885 shares 1,885 $1.36M 0.05% -138 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: 22,326 shares; 2024Q4: 14,591 shares; 2025Q1: 12,980 shares; 2025Q2: 9,979 shares; 2025Q3: 8,574 shares; 2025Q4: 8,667 shares; 2026Q1: 8,881 shares; 2026Q2: 10,686 shares 10,686 $1.35M 0.05% +1,805 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 5,443 shares; 2025Q1: 5,210 shares; 2025Q2: 5,498 shares; 2025Q3: 5,302 shares; 2025Q4: 5,283 shares; 2026Q1: 5,189 shares; 2026Q2: 4,852 shares 4,852 $1.34M 0.05% -337 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: 1,688 shares; 2024Q4: 2,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 11,315 shares; 2026Q1: 11,478 shares; 2026Q2: 11,584 shares 11,584 $1.33M 0.05% +106 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,425 shares; 2026Q1: 23,211 shares; 2026Q2: 40,098 shares 40,098 $1.32M 0.05% +16,887 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: 3,678 shares; 2024Q4: 2,905 shares; 2025Q1: 2,547 shares; 2025Q2: 2,344 shares; 2025Q3: 3,107 shares; 2025Q4: 3,487 shares; 2026Q1: 3,650 shares; 2026Q2: 3,876 shares 3,876 $1.31M 0.05% +226 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: not reported; 2024Q4: 4,272 shares; 2025Q1: 10,396 shares; 2025Q2: 9,326 shares; 2025Q3: 8,514 shares; 2025Q4: 11,430 shares; 2026Q1: 13,935 shares; 2026Q2: 25,608 shares 25,608 $1.31M 0.05% +11,673 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,575 shares; 2024Q4: 56,425 shares; 2025Q1: 78,375 shares; 2025Q2: 78,375 shares; 2025Q3: 78,375 shares; 2025Q4: 79,475 shares; 2026Q1: 72,775 shares; 2026Q2: 72,775 shares 72,775 $1.3M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 9,437 shares; 2026Q1: 11,891 shares; 2026Q2: 13,252 shares 13,252 $1.3M 0.05% +1,361 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: 6,066 shares; 2024Q4: 6,351 shares; 2025Q1: 4,028 shares; 2025Q2: 3,323 shares; 2025Q3: 3,157 shares; 2025Q4: 5,162 shares; 2026Q1: 5,226 shares; 2026Q2: 4,980 shares 4,980 $1.3M 0.05% -246 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,984 shares; 2024Q4: 258,931 shares; 2025Q1: 131,717 shares; 2025Q2: 121,559 shares; 2025Q3: 124,604 shares; 2025Q4: 123,299 shares; 2026Q1: 118,081 shares; 2026Q2: 119,107 shares 119,107 $1.29M 0.05% +1,026 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: 23,803 shares; 2024Q4: 22,894 shares; 2025Q1: 22,866 shares; 2025Q2: 22,866 shares; 2025Q3: 22,371 shares; 2025Q4: 22,541 shares; 2026Q1: 22,255 shares; 2026Q2: 22,260 shares 22,260 $1.29M 0.05% +5 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,986 shares; 2025Q1: 13,906 shares; 2025Q2: 13,906 shares; 2025Q3: 13,006 shares; 2025Q4: 12,806 shares; 2026Q1: 12,806 shares; 2026Q2: 14,267 shares 14,267 $1.29M 0.05% +1,461 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,046 shares; 2026Q2: 16,080 shares 16,080 $1.28M 0.05% +34 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: 2,790 shares; 2024Q4: 2,244 shares; 2025Q1: 2,221 shares; 2025Q2: 2,121 shares; 2025Q3: 2,173 shares; 2025Q4: 3,575 shares; 2026Q1: 3,270 shares; 2026Q2: 3,222 shares 3,222 $1.28M 0.05% -48 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: 93,752 shares; 2024Q4: 98,977 shares; 2025Q1: 46,178 shares; 2025Q2: 37,771 shares; 2025Q3: 78,949 shares; 2025Q4: 64,481 shares; 2026Q1: 64,949 shares; 2026Q2: 66,563 shares 66,563 $1.27M 0.05% +1,614 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: 8,187 shares; 2024Q4: 17,132 shares; 2025Q1: 13,282 shares; 2025Q2: 8,054 shares; 2025Q3: 12,902 shares; 2025Q4: 11,575 shares; 2026Q1: 11,907 shares; 2026Q2: 13,008 shares 13,008 $1.25M 0.05% +1,101 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: 21,986 shares; 2024Q4: 22,503 shares; 2025Q1: 21,347 shares; 2025Q2: 20,404 shares; 2025Q3: 19,781 shares; 2025Q4: 25,364 shares; 2026Q1: 27,832 shares; 2026Q2: 30,266 shares 30,266 $1.25M 0.05% +2,434 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,073 shares; 2025Q1: 7,129 shares; 2025Q2: 7,073 shares; 2025Q3: 7,074 shares; 2025Q4: 6,980 shares; 2026Q1: 7,089 shares; 2026Q2: 7,061 shares 7,061 $1.25M 0.05% -28 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: 6,323 shares; 2024Q4: 20,294 shares; 2025Q1: 20,434 shares; 2025Q2: 21,785 shares; 2025Q3: 21,502 shares; 2025Q4: 22,146 shares; 2026Q1: 23,720 shares; 2026Q2: 23,765 shares 23,765 $1.25M 0.05% +45 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: 15,846 shares; 2024Q4: 20,056 shares; 2025Q1: 33,847 shares; 2025Q2: 38,622 shares; 2025Q3: 48,345 shares; 2025Q4: 48,437 shares; 2026Q1: 35,381 shares; 2026Q2: 23,982 shares 23,982 $1.24M 0.05% -11,399 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,146 shares; 2024Q4: 16,996 shares; 2025Q1: 11,653 shares; 2025Q2: 15,739 shares; 2025Q3: 31,565 shares; 2025Q4: 39,709 shares; 2026Q1: 14,236 shares; 2026Q2: 25,095 shares 25,095 $1.24M 0.05% +10,859 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,178 shares; 2024Q4: 7,711 shares; 2025Q1: 6,665 shares; 2025Q2: 8,562 shares; 2025Q3: 10,297 shares; 2025Q4: 11,309 shares; 2026Q1: 10,118 shares; 2026Q2: 10,559 shares 10,559 $1.24M 0.05% +441 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 395 shares; 2025Q1: 369 shares; 2025Q2: 411 shares; 2025Q3: 406 shares; 2025Q4: 494 shares; 2026Q1: 483 shares; 2026Q2: 387 shares 387 $1.24M 0.05% -96 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,110 shares 35,110 $1.24M 0.05% 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: 5,767 shares; 2024Q4: 1,510 shares; 2025Q1: 1,496 shares; 2025Q2: 1,487 shares; 2025Q3: 2,277 shares; 2025Q4: 3,250 shares; 2026Q1: 3,257 shares; 2026Q2: 3,736 shares 3,736 $1.23M 0.05% +479 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,821 shares 58,821 $1.22M 0.05% new Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,932 shares 33,932 $1.22M 0.05% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 5,292 shares; 2025Q1: 4,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,429 shares; 2026Q1: 11,682 shares; 2026Q2: 12,776 shares 12,776 $1.22M 0.05% +1,094 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,800 shares; 2025Q1: 29,100 shares; 2025Q2: 29,100 shares; 2025Q3: 32,725 shares; 2025Q4: 29,225 shares; 2026Q1: 33,375 shares; 2026Q2: 33,765 shares 33,765 $1.21M 0.05% +390 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: 7,283 shares; 2024Q4: 2,347 shares; 2025Q1: 1,742 shares; 2025Q2: 1,756 shares; 2025Q3: 1,887 shares; 2025Q4: 6,606 shares; 2026Q1: 6,619 shares; 2026Q2: 7,109 shares 7,109 $1.2M 0.05% +490 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,738 shares; 2026Q1: 34,086 shares; 2026Q2: 33,996 shares 33,996 $1.2M 0.05% -90 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: 12,993 shares; 2024Q4: 14,373 shares; 2025Q1: 19,142 shares; 2025Q2: 20,103 shares; 2025Q3: 27,401 shares; 2025Q4: 23,549 shares; 2026Q1: 20,169 shares; 2026Q2: 17,115 shares 17,115 $1.16M 0.05% -3,054 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 3,927 shares; 2025Q1: 3,899 shares; 2025Q2: 4,149 shares; 2025Q3: 4,192 shares; 2025Q4: 4,335 shares; 2026Q1: 4,242 shares; 2026Q2: 4,293 shares 4,293 $1.16M 0.05% +51 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,661 shares; 2024Q4: 10,191 shares; 2025Q1: 12,279 shares; 2025Q2: 12,666 shares; 2025Q3: 10,342 shares; 2025Q4: 10,504 shares; 2026Q1: 9,854 shares; 2026Q2: 8,577 shares 8,577 $1.16M 0.05% -1,277 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: 14,035 shares; 2024Q4: 14,867 shares; 2025Q1: 10,642 shares; 2025Q2: 14,484 shares; 2025Q3: 24,782 shares; 2025Q4: 38,966 shares; 2026Q1: 27,941 shares; 2026Q2: 28,304 shares 28,304 $1.15M 0.05% +363 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,830 shares; 2024Q4: 7,488 shares; 2025Q1: 6,938 shares; 2025Q2: 6,572 shares; 2025Q3: 7,571 shares; 2025Q4: 12,712 shares; 2026Q1: 11,359 shares; 2026Q2: 10,098 shares 10,098 $1.15M 0.05% -1,261 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: 5,452 shares; 2024Q4: 7,969 shares; 2025Q1: 10,477 shares; 2025Q2: 8,788 shares; 2025Q3: 8,172 shares; 2025Q4: 7,573 shares; 2026Q1: 7,630 shares; 2026Q2: 6,771 shares 6,771 $1.15M 0.05% -859 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: 33,012 shares; 2024Q4: 30,844 shares; 2025Q1: 32,439 shares; 2025Q2: 26,844 shares; 2025Q3: 30,040 shares; 2025Q4: 24,329 shares; 2026Q1: 27,923 shares; 2026Q2: 24,542 shares 24,542 $1.13M 0.05% -3,381 Timeline FDEC 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: 9,000 shares; 2024Q4: 19,648 shares; 2025Q1: 11,848 shares; 2025Q2: 10,548 shares; 2025Q3: 9,048 shares; 2025Q4: 9,048 shares; 2026Q1: 20,758 shares; 2026Q2: 20,758 shares 20,758 $1.13M 0.05% 0 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: 7,585 shares; 2024Q4: 18,913 shares; 2025Q1: 12,729 shares; 2025Q2: 11,853 shares; 2025Q3: 11,477 shares; 2025Q4: 10,006 shares; 2026Q1: 11,604 shares; 2026Q2: 15,349 shares 15,349 $1.13M 0.05% +3,745 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: 11,953 shares; 2024Q4: 11,959 shares; 2025Q1: 11,531 shares; 2025Q2: 12,813 shares; 2025Q3: 18,734 shares; 2025Q4: 22,398 shares; 2026Q1: 19,595 shares; 2026Q2: 18,109 shares 18,109 $1.12M 0.05% -1,486 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,550 shares; 2024Q4: 14,981 shares; 2025Q1: 13,086 shares; 2025Q2: 11,404 shares; 2025Q3: 10,192 shares; 2025Q4: 9,910 shares; 2026Q1: 9,803 shares; 2026Q2: 8,668 shares 8,668 $1.12M 0.05% -1,135 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: 11,068 shares; 2025Q1: 11,064 shares; 2025Q2: 6,433 shares; 2025Q3: 8,927 shares; 2025Q4: 8,969 shares; 2026Q1: 9,410 shares; 2026Q2: 6,582 shares 6,582 $1.12M 0.05% -2,828 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: 4,978 shares; 2024Q4: 4,911 shares; 2025Q1: 4,170 shares; 2025Q2: 5,588 shares; 2025Q3: 6,134 shares; 2025Q4: 7,485 shares; 2026Q1: 7,546 shares; 2026Q2: 7,722 shares 7,722 $1.11M 0.04% +176 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,340 shares; 2025Q1: 37,946 shares; 2025Q2: 45,434 shares; 2025Q3: 46,290 shares; 2025Q4: 46,785 shares; 2026Q1: 48,374 shares; 2026Q2: 66,653 shares 66,653 $1.1M 0.04% +18,279 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 825 shares; 2025Q2: 709 shares; 2025Q3: 1,026 shares; 2025Q4: 2,218 shares; 2026Q1: 1,182 shares; 2026Q2: 1,146 shares 1,146 $1.1M 0.04% -36 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,918 shares; 2025Q2: 2,284 shares; 2025Q3: 2,355 shares; 2025Q4: 3,667 shares; 2026Q1: 3,985 shares; 2026Q2: 4,487 shares 4,487 $1.1M 0.04% +502 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,962 shares; 2025Q2: 1,729 shares; 2025Q3: 2,720 shares; 2025Q4: 3,362 shares; 2026Q1: 2,224 shares; 2026Q2: 3,008 shares 3,008 $1.1M 0.04% +784 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: 120,577 shares; 2024Q4: 224,593 shares; 2025Q1: 114,178 shares; 2025Q2: 114,675 shares; 2025Q3: 116,296 shares; 2025Q4: 112,181 shares; 2026Q1: 104,651 shares; 2026Q2: 104,332 shares 104,332 $1.1M 0.04% -319 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 1,880 shares; 2025Q1: 1,771 shares; 2025Q2: 2,400 shares; 2025Q3: 7,362 shares; 2025Q4: 3,817 shares; 2026Q1: 3,984 shares; 2026Q2: 3,732 shares 3,732 $1.09M 0.04% -252 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,951 shares; 2024Q4: 22,455 shares; 2025Q1: 23,734 shares; 2025Q2: 29,530 shares; 2025Q3: 32,686 shares; 2025Q4: 37,593 shares; 2026Q1: 39,423 shares; 2026Q2: 38,858 shares 38,858 $1.09M 0.04% -565 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,273 shares; 2026Q2: 6,666 shares 6,666 $1.09M 0.04% +393 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,557 shares; 2024Q4: 6,576 shares; 2025Q1: 6,966 shares; 2025Q2: 9,921 shares; 2025Q3: 9,615 shares; 2025Q4: 9,430 shares; 2026Q1: 9,616 shares; 2026Q2: 9,677 shares 9,677 $1.09M 0.04% +61 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,873 shares; 2026Q2: 20,291 shares 20,291 $1.09M 0.04% +8,418 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,797 shares; 2024Q4: 10,608 shares; 2025Q1: 10,418 shares; 2025Q2: 8,221 shares; 2025Q3: 9,927 shares; 2025Q4: 11,313 shares; 2026Q1: 11,606 shares; 2026Q2: 11,849 shares 11,849 $1.08M 0.04% +243 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,458 shares; 2024Q4: 117,791 shares; 2025Q1: 117,791 shares; 2025Q2: 117,791 shares; 2025Q3: 119,062 shares; 2025Q4: 110,900 shares; 2026Q1: 112,834 shares; 2026Q2: 111,618 shares 111,618 $1.07M 0.04% -1,216 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,028 shares; 2026Q2: 21,103 shares 21,103 $1.06M 0.04% +4,075 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: 18,383 shares; 2024Q4: 14,855 shares; 2025Q1: 14,607 shares; 2025Q2: 16,446 shares; 2025Q3: 16,145 shares; 2025Q4: 12,532 shares; 2026Q1: 10,170 shares; 2026Q2: 10,392 shares 10,392 $1.06M 0.04% +222 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 2,248 shares; 2025Q1: 1,434 shares; 2025Q2: 1,925 shares; 2025Q3: 2,333 shares; 2025Q4: 3,084 shares; 2026Q1: 3,309 shares; 2026Q2: 3,336 shares 3,336 $1.04M 0.04% +27 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,366 shares; 2024Q4: 3,327 shares; 2025Q1: 2,497 shares; 2025Q2: 2,606 shares; 2025Q3: 3,132 shares; 2025Q4: 3,569 shares; 2026Q1: 3,563 shares; 2026Q2: 4,657 shares 4,657 $1.04M 0.04% +1,094 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,461 shares; 2024Q4: 34,852 shares; 2025Q1: 32,836 shares; 2025Q2: 29,090 shares; 2025Q3: 20,110 shares; 2025Q4: 17,881 shares; 2026Q1: 15,008 shares; 2026Q2: 40,323 shares 40,323 $1.04M 0.04% +25,315 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,743 shares; 2025Q1: 1,523 shares; 2025Q2: 1,150 shares; 2025Q3: 1,098 shares; 2025Q4: 1,537 shares; 2026Q1: 1,515 shares; 2026Q2: 1,650 shares 1,650 $1.03M 0.04% +135 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,457 shares; 2026Q2: 27,045 shares 27,045 $1.03M 0.04% +2,588 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 1,989 shares; 2025Q2: 2,014 shares; 2025Q3: 2,018 shares; 2025Q4: 2,118 shares; 2026Q1: 2,646 shares; 2026Q2: 4,095 shares 4,095 $1.02M 0.04% +1,449 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: 9,111 shares; 2024Q4: 10,638 shares; 2025Q1: 13,694 shares; 2025Q2: 12,349 shares; 2025Q3: 12,954 shares; 2025Q4: 11,718 shares; 2026Q1: 14,540 shares; 2026Q2: 17,093 shares 17,093 $1.02M 0.04% +2,553 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,520 shares; 2025Q3: 35,674 shares; 2025Q4: 36,798 shares; 2026Q1: 39,605 shares; 2026Q2: 43,275 shares 43,275 $1.01M 0.04% +3,670 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: 21,249 shares; 2024Q4: 20,369 shares; 2025Q1: 20,996 shares; 2025Q2: 20,050 shares; 2025Q3: 9,840 shares; 2025Q4: 13,620 shares; 2026Q1: 14,528 shares; 2026Q2: 13,512 shares 13,512 $1M 0.04% -1,016 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,831 shares; 2026Q2: 14,296 shares 14,296 $1M 0.04% +2,465 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,746 shares; 2025Q2: 42,441 shares; 2025Q3: 53,680 shares; 2025Q4: 54,766 shares; 2026Q1: 105,751 shares; 2026Q2: 80,474 shares 80,474 $999K 0.04% -25,277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,425 shares; 2025Q3: 22,273 shares; 2025Q4: 19,953 shares; 2026Q1: 19,678 shares; 2026Q2: 19,678 shares 19,678 $996K 0.04% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,017 shares; 2024Q4: 16,196 shares; 2025Q1: 16,318 shares; 2025Q2: 21,886 shares; 2025Q3: 31,929 shares; 2025Q4: 31,925 shares; 2026Q1: 24,470 shares; 2026Q2: 42,977 shares 42,977 $994K 0.04% +18,507 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,583 shares; 2025Q1: 1,529 shares; 2025Q2: 1,676 shares; 2025Q3: 1,596 shares; 2025Q4: 1,525 shares; 2026Q1: 2,156 shares; 2026Q2: 1,926 shares 1,926 $992K 0.04% -230 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,293 shares; 2024Q4: 5,568 shares; 2025Q1: 5,385 shares; 2025Q2: 8,956 shares; 2025Q3: 7,285 shares; 2025Q4: 7,830 shares; 2026Q1: 9,753 shares; 2026Q2: 10,685 shares 10,685 $986K 0.04% +932 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,109 shares; 2025Q1: 3,326 shares; 2025Q2: 3,168 shares; 2025Q3: 2,638 shares; 2025Q4: 2,776 shares; 2026Q1: 2,801 shares; 2026Q2: 2,552 shares 2,552 $984K 0.04% -249 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,501 shares; 2025Q1: 111,922 shares; 2025Q2: 109,692 shares; 2025Q3: 117,340 shares; 2025Q4: 117,260 shares; 2026Q1: 72,156 shares; 2026Q2: 169,180 shares 169,180 $983K 0.04% +97,024 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,421 shares; 2025Q3: 31,421 shares; 2025Q4: 31,421 shares; 2026Q1: 31,224 shares; 2026Q2: 36,858 shares 36,858 $957K 0.04% +5,634 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,270 shares; 2024Q4: 3,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,880 shares; 2025Q4: 18,625 shares; 2026Q1: 12,303 shares; 2026Q2: 12,594 shares 12,594 $956K 0.04% +291 Timeline GEO GEO GROUP INC More: the full row for GEO 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: not reported; 2026Q2: 32,026 shares 32,026 $946K 0.04% new Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,027 shares; 2024Q4: 38,355 shares; 2025Q1: 36,001 shares; 2025Q2: 35,548 shares; 2025Q3: 34,297 shares; 2025Q4: 33,216 shares; 2026Q1: 31,755 shares; 2026Q2: 31,285 shares 31,285 $946K 0.04% -470 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: not reported; 2024Q4: 6,676 shares; 2025Q1: 12,178 shares; 2025Q2: 11,679 shares; 2025Q3: 10,730 shares; 2025Q4: 11,892 shares; 2026Q1: 12,834 shares; 2026Q2: 11,775 shares 11,775 $942K 0.04% -1,059 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: 7,457 shares; 2025Q4: 8,943 shares; 2026Q1: 12,559 shares; 2026Q2: 16,543 shares 16,543 $939K 0.04% +3,984 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,940 shares; 2024Q4: 9,496 shares; 2025Q1: 9,907 shares; 2025Q2: 9,926 shares; 2025Q3: 10,019 shares; 2025Q4: 11,356 shares; 2026Q1: 11,137 shares; 2026Q2: 13,752 shares 13,752 $939K 0.04% +2,615 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,892 shares; 2024Q4: 6,307 shares; 2025Q1: 4,505 shares; 2025Q2: 5,386 shares; 2025Q3: 7,170 shares; 2025Q4: 12,546 shares; 2026Q1: 11,006 shares; 2026Q2: 11,212 shares 11,212 $937K 0.04% +206 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: 5,272 shares; 2026Q2: 4,927 shares 4,927 $934K 0.04% -345 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,086 shares; 2026Q1: 5,148 shares; 2026Q2: 5,275 shares 5,275 $930K 0.04% +127 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: 14,698 shares; 2024Q4: 11,709 shares; 2025Q1: 11,625 shares; 2025Q2: 10,985 shares; 2025Q3: 14,225 shares; 2025Q4: 14,464 shares; 2026Q1: 15,410 shares; 2026Q2: 17,011 shares 17,011 $922K 0.04% +1,601 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,803 shares; 2024Q4: 21,964 shares; 2025Q1: 16,091 shares; 2025Q2: 10,649 shares; 2025Q3: 24,575 shares; 2025Q4: 25,723 shares; 2026Q1: 32,252 shares; 2026Q2: 39,997 shares 39,997 $922K 0.04% +7,745 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: 1,159 shares; 2024Q4: 1,577 shares; 2025Q1: 2,280 shares; 2025Q2: 2,492 shares; 2025Q3: 3,364 shares; 2025Q4: 4,364 shares; 2026Q1: 2,667 shares; 2026Q2: 2,509 shares 2,509 $918K 0.04% -158 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: 18,117 shares; 2024Q4: 11,546 shares; 2025Q1: 10,319 shares; 2025Q2: 7,993 shares; 2025Q3: 8,324 shares; 2025Q4: 13,852 shares; 2026Q1: 13,942 shares; 2026Q2: 19,116 shares 19,116 $909K 0.04% +5,174 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 332 shares; 2025Q1: 365 shares; 2025Q2: 5,801 shares; 2025Q3: 16,724 shares; 2025Q4: 14,623 shares; 2026Q1: 10,076 shares; 2026Q2: 9,853 shares 9,853 $907K 0.04% -223 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,061 shares; 2024Q4: 10,052 shares; 2025Q1: 10,052 shares; 2025Q2: 10,060 shares; 2025Q3: 10,397 shares; 2025Q4: 10,060 shares; 2026Q1: 10,988 shares; 2026Q2: 11,124 shares 11,124 $905K 0.04% +136 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: 2,204 shares; 2024Q4: 2,684 shares; 2025Q1: 4,064 shares; 2025Q2: 4,251 shares; 2025Q3: 4,806 shares; 2025Q4: 5,000 shares; 2026Q1: 4,569 shares; 2026Q2: 3,982 shares 3,982 $904K 0.04% -587 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: 6,893 shares; 2024Q4: 7,305 shares; 2025Q1: 5,331 shares; 2025Q2: 5,469 shares; 2025Q3: 4,451 shares; 2025Q4: 5,588 shares; 2026Q1: 5,256 shares; 2026Q2: 5,691 shares 5,691 $903K 0.04% +435 Timeline FAPR 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: 20,859 shares; 2024Q4: 25,601 shares; 2025Q1: 12,471 shares; 2025Q2: 15,175 shares; 2025Q3: 13,808 shares; 2025Q4: 12,061 shares; 2026Q1: 8,011 shares; 2026Q2: 19,246 shares 19,246 $900K 0.04% +11,235 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,669 shares; 2025Q4: 43,149 shares; 2026Q1: 41,159 shares; 2026Q2: 40,679 shares 40,679 $894K 0.04% -480 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,412 shares; 2025Q3: 2,359 shares; 2025Q4: 5,920 shares; 2026Q1: 5,726 shares; 2026Q2: 5,630 shares 5,630 $893K 0.04% -96 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,514 shares; 2024Q4: 8,915 shares; 2025Q1: 8,808 shares; 2025Q2: 8,870 shares; 2025Q3: 8,401 shares; 2025Q4: 9,757 shares; 2026Q1: 8,638 shares; 2026Q2: 8,652 shares 8,652 $890K 0.04% +14 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 3,622 shares; 2026Q1: 5,975 shares; 2026Q2: 8,861 shares 8,861 $889K 0.04% +2,886 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: 3,823 shares; 2024Q4: 2,682 shares; 2025Q1: 2,802 shares; 2025Q2: 2,196 shares; 2025Q3: 2,738 shares; 2025Q4: 3,359 shares; 2026Q1: 3,684 shares; 2026Q2: 3,597 shares 3,597 $886K 0.04% -87 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,994 shares; 2024Q4: 3,370 shares; 2025Q1: 4,146 shares; 2025Q2: 1,833 shares; 2025Q3: 2,748 shares; 2025Q4: 5,658 shares; 2026Q1: 5,766 shares; 2026Q2: 5,424 shares 5,424 $878K 0.04% -342 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,984 shares; 2026Q1: 9,498 shares; 2026Q2: 9,948 shares 9,948 $875K 0.04% +450 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,168 shares; 2025Q1: 2,078 shares; 2025Q2: 1,698 shares; 2025Q3: 2,407 shares; 2025Q4: 4,652 shares; 2026Q1: 5,145 shares; 2026Q2: 5,968 shares 5,968 $872K 0.04% +823 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,630 shares; 2024Q4: 30,737 shares; 2025Q1: 22,021 shares; 2025Q2: 22,489 shares; 2025Q3: 23,280 shares; 2025Q4: 22,705 shares; 2026Q1: 19,195 shares; 2026Q2: 17,816 shares 17,816 $865K 0.03% -1,379 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,725 shares; 2025Q4: 10,649 shares; 2026Q1: 12,668 shares; 2026Q2: 12,515 shares 12,515 $860K 0.03% -153 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: 12,309 shares; 2024Q4: 10,145 shares; 2025Q1: 10,495 shares; 2025Q2: 12,306 shares; 2025Q3: 12,270 shares; 2025Q4: 14,360 shares; 2026Q1: 13,994 shares; 2026Q2: 14,171 shares 14,171 $856K 0.03% +177 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,748 shares; 2024Q4: 16,819 shares; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 13,937 shares; 2025Q4: 13,938 shares; 2026Q1: 13,938 shares; 2026Q2: 13,940 shares 13,940 $855K 0.03% +2 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,422 shares; 2025Q4: 7,499 shares; 2026Q1: 7,397 shares; 2026Q2: 7,415 shares 7,415 $853K 0.03% +18 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: 3,803 shares; 2026Q2: 3,681 shares 3,681 $849K 0.03% -122 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,012 shares; 2026Q2: 17,452 shares 17,452 $846K 0.03% +7,440 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,243 shares; 2024Q4: 9,906 shares; 2025Q1: 9,872 shares; 2025Q2: 9,555 shares; 2025Q3: 10,024 shares; 2025Q4: 9,882 shares; 2026Q1: 10,275 shares; 2026Q2: 10,302 shares 10,302 $845K 0.03% +27 Timeline DXJ 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: 2,808 shares; 2025Q2: 4,803 shares; 2025Q3: 5,563 shares; 2025Q4: 4,175 shares; 2026Q1: 4,566 shares; 2026Q2: 4,863 shares 4,863 $844K 0.03% +297 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: 3,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 5,294 shares; 2025Q4: 5,235 shares; 2026Q1: 5,295 shares; 2026Q2: 5,120 shares 5,120 $843K 0.03% -175 Timeline PDCC PEARL DIVER CREDIT COMPANY I More: the full row for PEARL DIVER CREDIT COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,920 shares; 2024Q4: 78,685 shares; 2025Q1: 78,685 shares; 2025Q2: 78,685 shares; 2025Q3: 88,685 shares; 2025Q4: 89,484 shares; 2026Q1: 84,965 shares; 2026Q2: 84,215 shares 84,215 $839K 0.03% -750 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: 21,794 shares; 2024Q4: 27,906 shares; 2025Q1: 27,418 shares; 2025Q2: 28,573 shares; 2025Q3: 30,247 shares; 2025Q4: 17,120 shares; 2026Q1: 14,869 shares; 2026Q2: 10,951 shares 10,951 $838K 0.03% -3,918 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,469 shares; 2024Q4: 12,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares; 2025Q4: 26,738 shares; 2026Q1: 26,965 shares; 2026Q2: 27,615 shares 27,615 $834K 0.03% +650 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: 20,925 shares; 2024Q4: 20,217 shares; 2025Q1: 16,251 shares; 2025Q2: 17,119 shares; 2025Q3: 14,683 shares; 2025Q4: 16,902 shares; 2026Q1: 16,765 shares; 2026Q2: 13,690 shares 13,690 $832K 0.03% -3,075 Timeline XCLR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,226 shares; 2026Q2: 29,910 shares 29,910 $823K 0.03% -7,316 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: 14,176 shares; 2024Q4: 15,617 shares; 2025Q1: 15,094 shares; 2025Q2: 14,990 shares; 2025Q3: 14,986 shares; 2025Q4: 17,629 shares; 2026Q1: 18,045 shares; 2026Q2: 17,654 shares 17,654 $821K 0.03% -391 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,103 shares; 2024Q4: 38,024 shares; 2025Q1: 35,822 shares; 2025Q2: 38,191 shares; 2025Q3: 40,891 shares; 2025Q4: 20,690 shares; 2026Q1: 17,993 shares; 2026Q2: 19,857 shares 19,857 $820K 0.03% +1,864 Timeline PEY 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: 28,872 shares; 2024Q4: 14,804 shares; 2025Q1: 14,947 shares; 2025Q2: 14,540 shares; 2025Q3: 22,962 shares; 2025Q4: 38,683 shares; 2026Q1: 38,369 shares; 2026Q2: 35,390 shares 35,390 $820K 0.03% -2,979 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: 3,045 shares; 2024Q4: 4,273 shares; 2025Q1: 3,545 shares; 2025Q2: 3,629 shares; 2025Q3: 4,113 shares; 2025Q4: 7,079 shares; 2026Q1: 7,460 shares; 2026Q2: 7,433 shares 7,433 $820K 0.03% -27 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: 2,430 shares; 2024Q4: 1,274 shares; 2025Q1: 1,263 shares; 2025Q2: 1,170 shares; 2025Q3: 1,164 shares; 2025Q4: 1,233 shares; 2026Q1: 1,331 shares; 2026Q2: 2,943 shares 2,943 $820K 0.03% +1,612 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,930 shares; 2025Q4: 5,239 shares; 2026Q1: 8,153 shares; 2026Q2: 14,704 shares 14,704 $817K 0.03% +6,551 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,866 shares; 2025Q1: 18,541 shares; 2025Q2: 9,649 shares; 2025Q3: 7,410 shares; 2025Q4: 7,387 shares; 2026Q1: 16,659 shares; 2026Q2: 16,067 shares 16,067 $811K 0.03% -592 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: 18,265 shares; 2024Q4: 23,787 shares; 2025Q1: 11,484 shares; 2025Q2: 11,485 shares; 2025Q3: 12,033 shares; 2025Q4: 12,945 shares; 2026Q1: 11,881 shares; 2026Q2: 13,088 shares 13,088 $811K 0.03% +1,207 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,838 shares; 2024Q4: 3,868 shares; 2025Q1: 3,784 shares; 2025Q2: 3,679 shares; 2025Q3: 3,597 shares; 2025Q4: 3,777 shares; 2026Q1: 3,868 shares; 2026Q2: 3,823 shares 3,823 $810K 0.03% -45 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,313 shares 6,313 $808K 0.03% 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: 22,350 shares; 2024Q4: 25,252 shares; 2025Q1: 19,141 shares; 2025Q2: 18,083 shares; 2025Q3: 21,732 shares; 2025Q4: 23,638 shares; 2026Q1: 22,606 shares; 2026Q2: 21,839 shares 21,839 $803K 0.03% -767 Timeline FAI 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: 14,166 shares; 2025Q2: 15,370 shares; 2025Q3: 15,125 shares; 2025Q4: 15,125 shares; 2026Q1: 14,737 shares; 2026Q2: 14,750 shares 14,750 $802K 0.03% +13 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares; 2026Q1: 624 shares; 2026Q2: 1,423 shares 1,423 $800K 0.03% +799 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 569 shares; 2026Q2: 576 shares 576 $796K 0.03% +7 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 1,644 shares; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 1,589 shares; 2026Q2: 2,063 shares 2,063 $793K 0.03% +474 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,853 shares; 2024Q4: 43,755 shares; 2025Q1: 61,837 shares; 2025Q2: 68,777 shares; 2025Q3: 101,447 shares; 2025Q4: 92,157 shares; 2026Q1: 77,731 shares; 2026Q2: 66,609 shares 66,609 $792K 0.03% -11,122 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,271 shares; 2025Q4: 18,983 shares; 2026Q1: 18,435 shares; 2026Q2: 18,205 shares 18,205 $792K 0.03% -230 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,708 shares; 2024Q4: 4,117 shares; 2025Q1: 3,057 shares; 2025Q2: 2,338 shares; 2025Q3: 3,906 shares; 2025Q4: 3,951 shares; 2026Q1: 6,459 shares; 2026Q2: 7,201 shares 7,201 $790K 0.03% +742 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: 3,544 shares; 2024Q4: 1,188 shares; 2025Q1: 707 shares; 2025Q2: 623 shares; 2025Q3: 866 shares; 2025Q4: 1,307 shares; 2026Q1: 1,483 shares; 2026Q2: 1,523 shares 1,523 $790K 0.03% +40 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,801 shares; 2025Q1: 19,681 shares; 2025Q2: 19,281 shares; 2025Q3: 18,806 shares; 2025Q4: 17,006 shares; 2026Q1: 21,941 shares; 2026Q2: 23,641 shares 23,641 $787K 0.03% +1,700 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,160 shares; 2025Q3: 8,598 shares; 2025Q4: 15,029 shares; 2026Q1: 14,213 shares; 2026Q2: 7,909 shares 7,909 $787K 0.03% -6,304 Timeline MGC 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: 3,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,843 shares; 2026Q2: 2,868 shares 2,868 $785K 0.03% +25 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: 1,771 shares; 2024Q4: 1,992 shares; 2025Q1: 1,841 shares; 2025Q2: 1,954 shares; 2025Q3: 2,189 shares; 2025Q4: 2,544 shares; 2026Q1: 2,903 shares; 2026Q2: 2,752 shares 2,752 $781K 0.03% -151 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,920 shares; 2025Q1: 15,170 shares; 2025Q2: 16,215 shares; 2025Q3: 16,097 shares; 2025Q4: 15,128 shares; 2026Q1: 15,265 shares; 2026Q2: 16,065 shares 16,065 $780K 0.03% +800 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 17,299 shares; 2025Q4: 24,434 shares; 2026Q1: 28,484 shares; 2026Q2: 28,484 shares 28,484 $780K 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,990 shares; 2025Q2: 2,910 shares; 2025Q3: 3,017 shares; 2025Q4: 5,797 shares; 2026Q1: 5,450 shares; 2026Q2: 5,693 shares 5,693 $778K 0.03% +243 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: not reported; 2024Q4: not reported; 2025Q1: 13,807 shares; 2025Q2: not reported; 2025Q3: 14,771 shares; 2025Q4: 48,031 shares; 2026Q1: 66,211 shares; 2026Q2: 71,378 shares 71,378 $778K 0.03% +5,167 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,006 shares; 2025Q1: 5,855 shares; 2025Q2: 8,389 shares; 2025Q3: 11,753 shares; 2025Q4: 9,969 shares; 2026Q1: 13,004 shares; 2026Q2: 15,654 shares 15,654 $773K 0.03% +2,650 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,358 shares; 2025Q1: 7,679 shares; 2025Q2: 6,179 shares; 2025Q3: 14,174 shares; 2025Q4: 14,274 shares; 2026Q1: 13,674 shares; 2026Q2: 13,674 shares 13,674 $773K 0.03% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,115 shares 10,115 $768K 0.03% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares; 2026Q1: 1,008 shares; 2026Q2: 1,519 shares 1,519 $768K 0.03% +511 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: 12,673 shares; 2024Q4: 9,886 shares; 2025Q1: 10,319 shares; 2025Q2: 10,119 shares; 2025Q3: 8,784 shares; 2025Q4: 9,819 shares; 2026Q1: 9,110 shares; 2026Q2: 9,056 shares 9,056 $767K 0.03% -54 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: 4,131 shares; 2025Q1: 4,460 shares; 2025Q2: 4,381 shares; 2025Q3: 4,540 shares; 2025Q4: 4,556 shares; 2026Q1: 4,694 shares; 2026Q2: 4,686 shares 4,686 $767K 0.03% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,130 shares; 2025Q3: 8,911 shares; 2025Q4: 14,289 shares; 2026Q1: 14,878 shares; 2026Q2: 15,146 shares 15,146 $765K 0.03% +268 Timeline FSEP 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: 15,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,655 shares; 2026Q1: 15,655 shares; 2026Q2: 13,755 shares 13,755 $758K 0.03% -1,900 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 5,045 shares 5,045 $757K 0.03% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 2,955 shares; 2025Q3: 3,953 shares; 2025Q4: 4,069 shares; 2026Q1: 4,165 shares; 2026Q2: 4,549 shares 4,549 $752K 0.03% +384 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,549 shares; 2025Q1: 14,549 shares; 2025Q2: 14,549 shares; 2025Q3: 14,549 shares; 2025Q4: 14,989 shares; 2026Q1: 14,989 shares; 2026Q2: 14,989 shares 14,989 $751K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,289 shares; 2025Q1: 12,542 shares; 2025Q2: 14,794 shares; 2025Q3: 22,623 shares; 2025Q4: 20,834 shares; 2026Q1: 14,959 shares; 2026Q2: 26,966 shares 26,966 $747K 0.03% +12,007 Timeline FMAY 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: 14,504 shares; 2024Q4: 22,824 shares; 2025Q1: 16,209 shares; 2025Q2: 16,847 shares; 2025Q3: 12,472 shares; 2025Q4: 11,737 shares; 2026Q1: 11,158 shares; 2026Q2: 13,155 shares 13,155 $739K 0.03% +1,997 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,817 shares; 2024Q4: 6,930 shares; 2025Q1: 4,700 shares; 2025Q2: 4,751 shares; 2025Q3: 4,187 shares; 2025Q4: 4,122 shares; 2026Q1: 4,086 shares; 2026Q2: 4,078 shares 4,078 $732K 0.03% -8 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 22,186 shares; 2025Q4: 29,420 shares; 2026Q1: 52,700 shares; 2026Q2: 54,730 shares 54,730 $728K 0.03% +2,030 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 8,013 shares; 2025Q1: 4,455 shares; 2025Q2: 4,431 shares; 2025Q3: 4,606 shares; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares; 2026Q2: 5,512 shares 5,512 $725K 0.03% +805 Timeline