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: 281,639 shares; 2024Q4: 286,540 shares; 2025Q1: 317,451 shares; 2025Q2: 319,812 shares; 2025Q3: 337,170 shares; 2025Q4: 352,900 shares; 2026Q1: 358,937 shares; 2026Q2: 371,288 shares 371,288 $80.9M 4.31% +12,351 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: 482,350 shares; 2024Q4: 1,563,819,806 shares; 2025Q1: 2,057,977 shares; 2025Q2: 2,076,826 shares; 2025Q3: 0 shares; 2025Q4: 2,106,262 shares; 2026Q1: 2,129,978 shares; 2026Q2: 2,196,663 shares 2,196,663 $74.3M 3.96% +66,685 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,641 shares; 2024Q4: 161,577 shares; 2025Q1: 165,133 shares; 2025Q2: 165,911 shares; 2025Q3: 165,132 shares; 2025Q4: 165,103 shares; 2026Q1: 166,814 shares; 2026Q2: 167,128 shares 167,128 $48.5M 2.58% +314 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: 505,227 shares; 2024Q4: 518,874 shares; 2025Q1: 533,279 shares; 2025Q2: 545,512 shares; 2025Q3: 550,827 shares; 2025Q4: 568,144 shares; 2026Q1: 564,494 shares; 2026Q2: 573,639 shares 573,639 $46.5M 2.48% +9,145 Timeline WCMI 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: 18,011 shares; 2025Q1: 24,858 shares; 2025Q2: 30,384 shares; 2025Q3: 0 shares; 2025Q4: 1,569,342 shares; 2026Q1: 1,888,575 shares; 2026Q2: 2,021,827 shares 2,021,827 $39.6M 2.11% +133,252 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: 69,352 shares; 2024Q4: 72,841 shares; 2025Q1: 75,973 shares; 2025Q2: 78,906 shares; 2025Q3: 82,667 shares; 2025Q4: 87,749 shares; 2026Q1: 91,720 shares; 2026Q2: 96,303 shares 96,303 $29.2M 1.55% +4,583 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: 19,225 shares; 2024Q4: 18,955 shares; 2025Q1: 127,212 shares; 2025Q2: 56,247 shares; 2025Q3: 383,909 shares; 2025Q4: 521,124 shares; 2026Q1: 588,317 shares; 2026Q2: 636,549 shares 636,549 $29M 1.54% +48,232 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: 115,257 shares; 2024Q4: 115,320 shares; 2025Q1: 120,570 shares; 2025Q2: 135,010 shares; 2025Q3: 137,662 shares; 2025Q4: 138,530 shares; 2026Q1: 142,107 shares; 2026Q2: 143,325 shares 143,325 $28.7M 1.53% +1,218 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: 208,561 shares; 2024Q4: 644,951 shares; 2025Q1: 668,724 shares; 2025Q2: 691,444 shares; 2025Q3: 710,849 shares; 2025Q4: 743,412 shares; 2026Q1: 759,197 shares; 2026Q2: 769,563 shares 769,563 $28.4M 1.51% +10,366 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,718 shares; 2024Q4: 222,503 shares; 2025Q1: 310,327 shares; 2025Q2: 353,793 shares; 2025Q3: 516,190 shares; 2025Q4: 585,940 shares; 2026Q1: 612,081 shares; 2026Q2: 641,960 shares 641,960 $27.4M 1.46% +29,879 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: 28,482 shares; 2024Q4: 29,665 shares; 2025Q1: 33,419 shares; 2025Q2: 32,751 shares; 2025Q3: 31,626 shares; 2025Q4: 32,093 shares; 2026Q1: 32,972 shares; 2026Q2: 34,577 shares 34,577 $25.8M 1.37% +1,605 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: 30,149 shares; 2024Q4: 29,177 shares; 2025Q1: 30,704 shares; 2025Q2: 31,774 shares; 2025Q3: 31,696 shares; 2025Q4: 31,252 shares; 2026Q1: 31,498 shares; 2026Q2: 32,099 shares 32,099 $23.6M 1.26% +601 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: 137,475 shares; 2024Q4: 140,006 shares; 2025Q1: 143,545 shares; 2025Q2: 147,719 shares; 2025Q3: 143,741 shares; 2025Q4: 145,202 shares; 2026Q1: 141,313 shares; 2026Q2: 141,123 shares 141,123 $23.2M 1.23% -190 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: 46,477 shares; 2024Q4: 45,057 shares; 2025Q1: 46,000 shares; 2025Q2: 84,230 shares; 2025Q3: 87,755 shares; 2025Q4: 84,181 shares; 2026Q1: 83,440 shares; 2026Q2: 84,147 shares 84,147 $21.4M 1.14% +707 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: 48,742 shares; 2024Q4: 48,838 shares; 2025Q1: 49,337 shares; 2025Q2: 50,270 shares; 2025Q3: 50,850 shares; 2025Q4: 50,659 shares; 2026Q1: 51,960 shares; 2026Q2: 53,548 shares 53,548 $20M 1.06% +1,588 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: 59,944 shares; 2024Q4: 59,189 shares; 2025Q1: 56,515 shares; 2025Q2: 56,744 shares; 2025Q3: 51,638 shares; 2025Q4: 51,326 shares; 2026Q1: 52,384 shares; 2026Q2: 52,427 shares 52,427 $19.8M 1.05% +43 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: 19,791 shares; 2024Q4: 19,585 shares; 2025Q1: 19,386 shares; 2025Q2: 19,288 shares; 2025Q3: 19,144 shares; 2025Q4: 18,702 shares; 2026Q1: 18,663 shares; 2026Q2: 18,247 shares 18,247 $19.4M 1.03% -416 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: 73,288 shares; 2024Q4: 75,840 shares; 2025Q1: 75,780 shares; 2025Q2: 77,038 shares; 2025Q3: 78,759 shares; 2025Q4: 78,773 shares; 2026Q1: 79,481 shares; 2026Q2: 80,052 shares 80,052 $19.1M 1.02% +571 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,240 shares; 2024Q4: 245,433 shares; 2025Q1: 246,096 shares; 2025Q2: 243,416 shares; 2025Q3: 240,537 shares; 2025Q4: 238,527 shares; 2026Q1: 236,440 shares; 2026Q2: 236,694 shares 236,694 $18.1M 0.96% +254 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81,271 shares; 2025Q1: 101,666 shares; 2025Q2: 106,656 shares; 2025Q3: 177,280 shares; 2025Q4: 315,321 shares; 2026Q1: 431,922 shares; 2026Q2: 494,781 shares 494,781 $18.1M 0.96% +62,859 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,235 shares; 2026Q2: 341,636 shares 341,636 $17.1M 0.91% +191,401 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,666 shares; 2024Q4: 17,683 shares; 2025Q1: 16,779 shares; 2025Q2: 15,418 shares; 2025Q3: 15,168 shares; 2025Q4: 14,838 shares; 2026Q1: 15,011 shares; 2026Q2: 14,346 shares 14,346 $16.6M 0.88% -665 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: 24,922 shares; 2024Q4: 24,796 shares; 2025Q1: 24,587 shares; 2025Q2: 25,013 shares; 2025Q3: 25,708 shares; 2025Q4: 25,198 shares; 2026Q1: 24,994 shares; 2026Q2: 24,960 shares 24,960 $15.8M 0.84% -34 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: 22,736 shares; 2024Q4: 21,606 shares; 2025Q1: 21,842 shares; 2025Q2: 21,327 shares; 2025Q3: 20,922 shares; 2025Q4: 20,404 shares; 2026Q1: 20,461 shares; 2026Q2: 20,306 shares 20,306 $15.2M 0.81% -155 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: 32,829 shares; 2024Q4: 32,922 shares; 2025Q1: 33,046 shares; 2025Q2: 33,383 shares; 2025Q3: 34,659 shares; 2025Q4: 37,187 shares; 2026Q1: 38,274 shares; 2026Q2: 39,686 shares 39,686 $14.2M 0.76% +1,412 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,598 shares; 2024Q4: 14,081 shares; 2025Q1: 23,361 shares; 2025Q2: 25,543 shares; 2025Q3: 111,830 shares; 2025Q4: 284,843 shares; 2026Q1: 341,890 shares; 2026Q2: 372,813 shares 372,813 $14.1M 0.75% +30,923 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: 37,130 shares; 2024Q4: 38,235 shares; 2025Q1: 33,823 shares; 2025Q2: 34,906 shares; 2025Q3: 37,623 shares; 2025Q4: 38,052 shares; 2026Q1: 38,384 shares; 2026Q2: 162,373 shares 162,373 $14M 0.74% +123,989 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: 22,353 shares; 2024Q4: 22,388 shares; 2025Q1: 21,024 shares; 2025Q2: 19,935 shares; 2025Q3: 19,670 shares; 2025Q4: 18,788 shares; 2026Q1: 18,951 shares; 2026Q2: 18,988 shares 18,988 $13.7M 0.73% +37 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,432 shares; 2025Q3: 18,310 shares; 2025Q4: 47,912 shares; 2026Q1: 160,417 shares; 2026Q2: 182,016 shares 182,016 $13.3M 0.71% +21,599 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: 244,983 shares; 2024Q4: 658,825 shares; 2025Q1: 508,509 shares; 2025Q2: 577,002 shares; 2025Q3: 522,578 shares; 2025Q4: 484,663 shares; 2026Q1: 419,786 shares; 2026Q2: 417,546 shares 417,546 $13.2M 0.7% -2,240 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,934 shares; 2024Q4: 67,055 shares; 2025Q1: 58,168 shares; 2025Q2: 61,360 shares; 2025Q3: 68,595 shares; 2025Q4: 70,184 shares; 2026Q1: 79,528 shares; 2026Q2: 88,373 shares 88,373 $12.5M 0.67% +8,845 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: 39,285 shares; 2024Q4: 40,404 shares; 2025Q1: 41,739 shares; 2025Q2: 43,078 shares; 2025Q3: 47,896 shares; 2025Q4: 49,621 shares; 2026Q1: 52,955 shares; 2026Q2: 57,874 shares 57,874 $12.3M 0.66% +4,919 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239,271 shares; 2026Q2: 288,099 shares 288,099 $11.6M 0.62% +48,828 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: 28,996 shares; 2024Q4: 29,353 shares; 2025Q1: 29,708 shares; 2025Q2: 30,551 shares; 2025Q3: 30,602 shares; 2025Q4: 30,424 shares; 2026Q1: 30,865 shares; 2026Q2: 32,304 shares 32,304 $11.4M 0.61% +1,439 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: 26,563 shares; 2024Q4: 26,574 shares; 2025Q1: 32,055 shares; 2025Q2: 33,651 shares; 2025Q3: 35,085 shares; 2025Q4: 36,530 shares; 2026Q1: 34,538 shares; 2026Q2: 34,321 shares 34,321 $11.2M 0.6% -217 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: 34,732 shares; 2024Q4: 34,911 shares; 2025Q1: 32,495 shares; 2025Q2: 31,152 shares; 2025Q3: 30,607 shares; 2025Q4: 29,358 shares; 2026Q1: 29,803 shares; 2026Q2: 29,665 shares 29,665 $11M 0.58% -138 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: 38,181 shares; 2024Q4: 40,376 shares; 2025Q1: 41,751 shares; 2025Q2: 44,908 shares; 2025Q3: 45,902 shares; 2025Q4: 44,919 shares; 2026Q1: 44,975 shares; 2026Q2: 44,346 shares 44,346 $10.5M 0.56% -629 Timeline GENT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470,709 shares; 2025Q3: 602,898 shares; 2025Q4: 822,234 shares; 2026Q1: 904,823 shares; 2026Q2: 1,003,140 shares 1,003,140 $10.3M 0.55% +98,317 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: 28,040 shares; 2024Q4: 28,041 shares; 2025Q1: 28,088 shares; 2025Q2: 28,451 shares; 2025Q3: 29,139 shares; 2025Q4: 29,465 shares; 2026Q1: 29,882 shares; 2026Q2: 30,116 shares 30,116 $9.94M 0.53% +234 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: 50,204 shares; 2024Q4: 25,769 shares; 2025Q1: 63,365 shares; 2025Q2: 103,067 shares; 2025Q3: 117,597 shares; 2025Q4: 122,569 shares; 2026Q1: 129,379 shares; 2026Q2: 138,655 shares 138,655 $9.52M 0.51% +9,276 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: 134,604 shares; 2024Q4: 133,742 shares; 2025Q1: 134,438 shares; 2025Q2: 147,429 shares; 2025Q3: 165,545 shares; 2025Q4: 154,294 shares; 2026Q1: 172,000 shares; 2026Q2: 167,985 shares 167,985 $9.49M 0.51% -4,015 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: 81,202 shares; 2024Q4: 81,422 shares; 2025Q1: 83,891 shares; 2025Q2: 85,794 shares; 2025Q3: 84,089 shares; 2025Q4: 85,953 shares; 2026Q1: 82,711 shares; 2026Q2: 82,075 shares 82,075 $9.3M 0.49% -636 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,560 shares; 2025Q4: 113,050 shares; 2026Q1: 175,834 shares; 2026Q2: 180,663 shares 180,663 $9.05M 0.48% +4,829 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,160 shares; 2025Q1: 26,920 shares; 2025Q2: 29,653 shares; 2025Q3: 44,096 shares; 2025Q4: 48,882 shares; 2026Q1: 50,701 shares; 2026Q2: 52,781 shares 52,781 $8.98M 0.48% +2,080 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,570 shares; 2024Q4: 191,146 shares; 2025Q1: 190,196 shares; 2025Q2: 213,256 shares; 2025Q3: 258,043 shares; 2025Q4: 304,416 shares; 2026Q1: 309,986 shares; 2026Q2: 323,544 shares 323,544 $8.89M 0.47% +13,558 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: 121,946 shares; 2024Q4: 137,131 shares; 2025Q1: 160,800 shares; 2025Q2: 181,062 shares; 2025Q3: 191,214 shares; 2025Q4: 181,046 shares; 2026Q1: 177,932 shares; 2026Q2: 179,898 shares 179,898 $8.87M 0.47% +1,966 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: 33,259 shares; 2024Q4: 32,805 shares; 2025Q1: 33,509 shares; 2025Q2: 33,028 shares; 2025Q3: 34,221 shares; 2025Q4: 33,989 shares; 2026Q1: 34,069 shares; 2026Q2: 34,655 shares 34,655 $8.72M 0.46% +586 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: 22,384 shares; 2024Q4: 21,929 shares; 2025Q1: 18,886 shares; 2025Q2: 19,537 shares; 2025Q3: 19,747 shares; 2025Q4: 19,670 shares; 2026Q1: 20,119 shares; 2026Q2: 20,464 shares 20,464 $8.61M 0.46% +345 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: 100,653 shares; 2024Q4: 110,315 shares; 2025Q1: 134,600 shares; 2025Q2: 144,694 shares; 2025Q3: 160,156 shares; 2025Q4: 169,839 shares; 2026Q1: 173,780 shares; 2026Q2: 178,267 shares 178,267 $8.41M 0.45% +4,487 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,210 shares; 2025Q1: 27,483 shares; 2025Q2: 44,899 shares; 2025Q3: 178,027 shares; 2025Q4: 244,047 shares; 2026Q1: 276,833 shares; 2026Q2: 320,876 shares 320,876 $8.29M 0.44% +44,043 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: 194,193 shares; 2024Q4: 149,442 shares; 2025Q1: 145,480 shares; 2025Q2: 140,574 shares; 2025Q3: 129,429 shares; 2025Q4: 125,862 shares; 2026Q1: 120,973 shares; 2026Q2: 116,006 shares 116,006 $8.27M 0.44% -4,967 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: 74,966 shares; 2024Q4: 73,572 shares; 2025Q1: 70,054 shares; 2025Q2: 68,812 shares; 2025Q3: 68,807 shares; 2025Q4: 67,497 shares; 2026Q1: 68,679 shares; 2026Q2: 68,936 shares 68,936 $8.1M 0.43% +257 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512,298 shares; 2024Q4: 545,808 shares; 2025Q1: 602,564 shares; 2025Q2: 633,763 shares; 2025Q3: 420,564 shares; 2025Q4: 339,241 shares; 2026Q1: 254,128 shares; 2026Q2: 232,936 shares 232,936 $8.06M 0.43% -21,192 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133,669 shares 133,669 $7.95M 0.42% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,711 shares; 2024Q4: 9,686 shares; 2025Q1: 9,887 shares; 2025Q2: 10,679 shares; 2025Q3: 11,253 shares; 2025Q4: 11,681 shares; 2026Q1: 12,738 shares; 2026Q2: 13,968 shares 13,968 $7.87M 0.42% +1,230 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: 20,565 shares; 2024Q4: 18,331 shares; 2025Q1: 20,579 shares; 2025Q2: 22,504 shares; 2025Q3: 21,521 shares; 2025Q4: 21,222 shares; 2026Q1: 20,960 shares; 2026Q2: 21,090 shares 21,090 $7.77M 0.41% +130 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: 6,587 shares; 2024Q4: 6,623 shares; 2025Q1: 6,771 shares; 2025Q2: 6,848 shares; 2025Q3: 6,798 shares; 2025Q4: 6,863 shares; 2026Q1: 6,898 shares; 2026Q2: 7,976 shares 7,976 $7.46M 0.4% +1,078 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: 101,406 shares; 2024Q4: 200,739 shares; 2025Q1: 194,799 shares; 2025Q2: 200,896 shares; 2025Q3: 207,096 shares; 2025Q4: 209,167 shares; 2026Q1: 239,575 shares; 2026Q2: 266,485 shares 266,485 $7.38M 0.39% +26,910 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: 100,384 shares; 2024Q4: 125,521 shares; 2025Q1: 154,616 shares; 2025Q2: 168,991 shares; 2025Q3: 169,623 shares; 2025Q4: 168,739 shares; 2026Q1: 171,335 shares; 2026Q2: 173,988 shares 173,988 $7.36M 0.39% +2,653 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,747 shares; 2025Q4: 101,741 shares; 2026Q1: 130,612 shares; 2026Q2: 139,929 shares 139,929 $7.32M 0.39% +9,317 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: 40,094 shares; 2025Q1: 40,497 shares; 2025Q2: 40,126 shares; 2025Q3: 41,396 shares; 2025Q4: 40,975 shares; 2026Q1: 41,460 shares; 2026Q2: 41,784 shares 41,784 $7.1M 0.38% +324 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: 29,021 shares; 2024Q4: 24,254 shares; 2025Q1: 24,410 shares; 2025Q2: 26,449 shares; 2025Q3: 26,485 shares; 2025Q4: 25,357 shares; 2026Q1: 27,044 shares; 2026Q2: 27,063 shares 27,063 $6.83M 0.36% +19 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,888 shares; 2024Q4: 110,010 shares; 2025Q1: 122,794 shares; 2025Q2: 115,617 shares; 2025Q3: 134,939 shares; 2025Q4: 177,679 shares; 2026Q1: 197,478 shares; 2026Q2: 198,632 shares 198,632 $6.65M 0.35% +1,154 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,290 shares; 2025Q3: 39,272 shares; 2025Q4: 112,123 shares; 2026Q1: 138,522 shares; 2026Q2: 148,231 shares 148,231 $6.61M 0.35% +9,709 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: 42,896 shares; 2024Q4: 44,037 shares; 2025Q1: 43,971 shares; 2025Q2: 45,645 shares; 2025Q3: 46,890 shares; 2025Q4: 47,897 shares; 2026Q1: 47,347 shares; 2026Q2: 47,552 shares 47,552 $6.5M 0.35% +205 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: 9,979 shares; 2024Q4: 10,093 shares; 2025Q1: 10,396 shares; 2025Q2: 9,644 shares; 2025Q3: 9,685 shares; 2025Q4: 9,863 shares; 2026Q1: 10,046 shares; 2026Q2: 10,126 shares 10,126 $6.49M 0.35% +80 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,488 shares; 2024Q4: 404,996 shares; 2025Q1: 424,446 shares; 2025Q2: 432,898 shares; 2025Q3: 445,813 shares; 2025Q4: 465,158 shares; 2026Q1: 472,817 shares; 2026Q2: 481,591 shares 481,591 $6.31M 0.34% +8,774 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: 4,276 shares; 2024Q4: 4,259 shares; 2025Q1: 4,282 shares; 2025Q2: 4,673 shares; 2025Q3: 4,785 shares; 2025Q4: 4,842 shares; 2026Q1: 4,783 shares; 2026Q2: 5,099 shares 5,099 $6.12M 0.33% +316 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,019 shares 62,019 $5.98M 0.32% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,405 shares; 2024Q4: 63,616 shares; 2025Q1: 60,213 shares; 2025Q2: 60,614 shares; 2025Q3: 66,081 shares; 2025Q4: 71,056 shares; 2026Q1: 73,713 shares; 2026Q2: 74,537 shares 74,537 $5.89M 0.31% +824 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,448 shares; 2024Q4: 30,154 shares; 2025Q1: 33,143 shares; 2025Q2: 35,965 shares; 2025Q3: 38,486 shares; 2025Q4: 46,427 shares; 2026Q1: 58,412 shares; 2026Q2: 63,287 shares 63,287 $5.84M 0.31% +4,875 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: 107,626 shares; 2024Q4: 100,121 shares; 2025Q1: 102,048 shares; 2025Q2: 107,036 shares; 2025Q3: 108,210 shares; 2025Q4: 104,682 shares; 2026Q1: 111,631 shares; 2026Q2: 136,039 shares 136,039 $5.76M 0.31% +24,408 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: 58,330 shares; 2024Q4: 57,669 shares; 2025Q1: 57,679 shares; 2025Q2: 57,810 shares; 2025Q3: 57,803 shares; 2025Q4: 59,533 shares; 2026Q1: 59,786 shares; 2026Q2: 59,017 shares 59,017 $5.68M 0.3% -769 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: 75,488 shares; 2024Q4: 72,065 shares; 2025Q1: 107,521 shares; 2025Q2: 107,876 shares; 2025Q3: 112,280 shares; 2025Q4: 98,323 shares; 2026Q1: 95,016 shares; 2026Q2: 93,042 shares 93,042 $5.66M 0.3% -1,974 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: 28,329 shares; 2024Q4: 28,680 shares; 2025Q1: 30,483 shares; 2025Q2: 32,343 shares; 2025Q3: 34,458 shares; 2025Q4: 33,554 shares; 2026Q1: 32,263 shares; 2026Q2: 38,317 shares 38,317 $5.62M 0.3% +6,054 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: 11,341 shares; 2024Q4: 12,034 shares; 2025Q1: 13,451 shares; 2025Q2: 14,413 shares; 2025Q3: 14,824 shares; 2025Q4: 16,073 shares; 2026Q1: 18,876 shares; 2026Q2: 69,487 shares 69,487 $5.6M 0.3% +50,611 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,690 shares; 2024Q4: 36,712 shares; 2025Q1: 36,710 shares; 2025Q2: 38,560 shares; 2025Q3: 38,833 shares; 2025Q4: 37,307 shares; 2026Q1: 39,205 shares; 2026Q2: 39,141 shares 39,141 $5.55M 0.3% -64 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: 17,039 shares; 2024Q4: 16,885 shares; 2025Q1: 17,473 shares; 2025Q2: 18,455 shares; 2025Q3: 18,576 shares; 2025Q4: 17,809 shares; 2026Q1: 18,046 shares; 2026Q2: 18,626 shares 18,626 $5.55M 0.3% +580 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,889 shares; 2024Q4: 16,773 shares; 2025Q1: 19,749 shares; 2025Q2: 16,628 shares; 2025Q3: 23,668 shares; 2025Q4: 43,866 shares; 2026Q1: 52,966 shares; 2026Q2: 53,289 shares 53,289 $5.27M 0.28% +323 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: 49,137 shares; 2024Q4: 49,285 shares; 2025Q1: 50,695 shares; 2025Q2: 52,204 shares; 2025Q3: 55,761 shares; 2025Q4: 55,193 shares; 2026Q1: 55,349 shares; 2026Q2: 52,412 shares 52,412 $5.06M 0.27% -2,937 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: 28,848 shares; 2024Q4: 37,201 shares; 2025Q1: 61,677 shares; 2025Q2: 64,610 shares; 2025Q3: 121,489 shares; 2025Q4: 116,310 shares; 2026Q1: 136,129 shares; 2026Q2: 133,218 shares 133,218 $5.06M 0.27% -2,911 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: 49,992 shares; 2024Q4: 48,358 shares; 2025Q1: 49,258 shares; 2025Q2: 49,980 shares; 2025Q3: 51,883 shares; 2025Q4: 52,168 shares; 2026Q1: 57,949 shares; 2026Q2: 60,311 shares 60,311 $4.98M 0.27% +2,362 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: 45,061 shares; 2024Q4: 44,915 shares; 2025Q1: 48,360 shares; 2025Q2: 48,584 shares; 2025Q3: 50,002 shares; 2025Q4: 45,791 shares; 2026Q1: 43,394 shares; 2026Q2: 41,702 shares 41,702 $4.96M 0.26% -1,692 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,668 shares; 2024Q4: 32,698 shares; 2025Q1: 35,628 shares; 2025Q2: 37,028 shares; 2025Q3: 36,923 shares; 2025Q4: 36,953 shares; 2026Q1: 40,470 shares; 2026Q2: 40,852 shares 40,852 $4.96M 0.26% +382 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: 46,698 shares; 2024Q4: 46,764 shares; 2025Q1: 47,173 shares; 2025Q2: 47,281 shares; 2025Q3: 45,616 shares; 2025Q4: 45,923 shares; 2026Q1: 45,895 shares; 2026Q2: 46,078 shares 46,078 $4.95M 0.26% +183 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: 46,458 shares; 2024Q4: 45,493 shares; 2025Q1: 57,192 shares; 2025Q2: 56,181 shares; 2025Q3: 83,355 shares; 2025Q4: 73,257 shares; 2026Q1: 67,649 shares; 2026Q2: 66,458 shares 66,458 $4.9M 0.26% -1,191 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,725 shares; 2024Q4: 14,665 shares; 2025Q1: 23,723 shares; 2025Q2: 23,984 shares; 2025Q3: 37,075 shares; 2025Q4: 65,628 shares; 2026Q1: 76,926 shares; 2026Q2: 81,982 shares 81,982 $4.77M 0.25% +5,056 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,092 shares; 2025Q4: 36,108 shares; 2026Q1: 42,246 shares; 2026Q2: 49,961 shares 49,961 $4.73M 0.25% +7,715 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: 8,873 shares; 2024Q4: 8,896 shares; 2025Q1: 9,279 shares; 2025Q2: 10,825 shares; 2025Q3: 10,540 shares; 2025Q4: 9,817 shares; 2026Q1: 8,997 shares; 2026Q2: 11,319 shares 11,319 $4.7M 0.25% +2,322 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,325 shares; 2024Q4: 166,385 shares; 2025Q1: 162,243 shares; 2025Q2: 157,258 shares; 2025Q3: 143,956 shares; 2025Q4: 135,151 shares; 2026Q1: 130,111 shares; 2026Q2: 127,769 shares 127,769 $4.62M 0.25% -2,342 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: 31,077 shares; 2024Q4: 31,372 shares; 2025Q1: 29,655 shares; 2025Q2: 31,231 shares; 2025Q3: 31,641 shares; 2025Q4: 33,285 shares; 2026Q1: 33,053 shares; 2026Q2: 33,070 shares 33,070 $4.55M 0.24% +17 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,209 shares; 2024Q4: 43,065 shares; 2025Q1: 43,549 shares; 2025Q2: 45,010 shares; 2025Q3: 54,720 shares; 2025Q4: 69,079 shares; 2026Q1: 74,698 shares; 2026Q2: 84,539 shares 84,539 $4.55M 0.24% +9,841 Timeline RSPT 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: 92,508 shares; 2024Q4: 91,904 shares; 2025Q1: 88,667 shares; 2025Q2: 87,877 shares; 2025Q3: 76,848 shares; 2025Q4: 69,635 shares; 2026Q1: 68,406 shares; 2026Q2: 68,100 shares 68,100 $4.39M 0.23% -306 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: 12,179 shares; 2024Q4: 12,029 shares; 2025Q1: 12,362 shares; 2025Q2: 13,853 shares; 2025Q3: 13,657 shares; 2025Q4: 13,545 shares; 2026Q1: 13,205 shares; 2026Q2: 13,089 shares 13,089 $4.38M 0.23% -116 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: 23,843 shares; 2024Q4: 30,806 shares; 2025Q1: 37,943 shares; 2025Q2: 35,978 shares; 2025Q3: 34,178 shares; 2025Q4: 34,217 shares; 2026Q1: 35,339 shares; 2026Q2: 86,366 shares 86,366 $4.36M 0.23% +51,027 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: 2,759 shares; 2024Q4: 3,008 shares; 2025Q1: 3,042 shares; 2025Q2: 3,140 shares; 2025Q3: 3,283 shares; 2025Q4: 3,485 shares; 2026Q1: 3,486 shares; 2026Q2: 3,710 shares 3,710 $4.36M 0.23% +224 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: 40,710 shares; 2024Q4: 40,983 shares; 2025Q1: 41,049 shares; 2025Q2: 56,110 shares; 2025Q3: 55,533 shares; 2025Q4: 54,308 shares; 2026Q1: 71,866 shares; 2026Q2: 72,086 shares 72,086 $4.35M 0.23% +220 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: 40,785 shares; 2024Q4: 40,069 shares; 2025Q1: 45,601 shares; 2025Q2: 51,326 shares; 2025Q3: 70,522 shares; 2025Q4: 87,003 shares; 2026Q1: 97,067 shares; 2026Q2: 96,178 shares 96,178 $4.28M 0.23% -889 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: 26,726 shares; 2024Q4: 26,296 shares; 2025Q1: 27,130 shares; 2025Q2: 26,363 shares; 2025Q3: 25,588 shares; 2025Q4: 26,566 shares; 2026Q1: 26,472 shares; 2026Q2: 25,798 shares 25,798 $4.28M 0.23% -674 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: 51,081 shares; 2024Q4: 52,690 shares; 2025Q1: 51,091 shares; 2025Q2: 50,082 shares; 2025Q3: 50,557 shares; 2025Q4: 50,214 shares; 2026Q1: 56,585 shares; 2026Q2: 55,836 shares 55,836 $4.1M 0.22% -749 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: 122,577 shares; 2024Q4: 118,483 shares; 2025Q1: 106,669 shares; 2025Q2: 100,142 shares; 2025Q3: 91,285 shares; 2025Q4: 85,590 shares; 2026Q1: 81,795 shares; 2026Q2: 80,312 shares 80,312 $4.05M 0.22% -1,483 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,690 shares; 2025Q1: not reported; 2025Q2: 32,005 shares; 2025Q3: 32,005 shares; 2025Q4: 31,735 shares; 2026Q1: 31,635 shares; 2026Q2: 30,555 shares 30,555 $4.04M 0.22% -1,080 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: 61,045 shares; 2024Q4: 59,754 shares; 2025Q1: 56,799 shares; 2025Q2: 58,936 shares; 2025Q3: 62,218 shares; 2025Q4: 64,616 shares; 2026Q1: 68,072 shares; 2026Q2: 70,306 shares 70,306 $4.01M 0.21% +2,234 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: 58,931 shares; 2024Q4: 145,740 shares; 2025Q1: 148,501 shares; 2025Q2: 144,156 shares; 2025Q3: 144,790 shares; 2025Q4: 138,159 shares; 2026Q1: 137,776 shares; 2026Q2: 137,176 shares 137,176 $3.97M 0.21% -600 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: 27,193 shares; 2024Q4: 26,719 shares; 2025Q1: 27,329 shares; 2025Q2: 26,636 shares; 2025Q3: 26,281 shares; 2025Q4: 25,749 shares; 2026Q1: 24,679 shares; 2026Q2: 24,359 shares 24,359 $3.94M 0.21% -320 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: 39,025 shares; 2024Q4: 39,136 shares; 2025Q1: 39,028 shares; 2025Q2: 39,145 shares; 2025Q3: 39,998 shares; 2025Q4: 39,730 shares; 2026Q1: 39,447 shares; 2026Q2: 40,274 shares 40,274 $3.88M 0.21% +827 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: 20,663 shares; 2024Q4: 21,638 shares; 2025Q1: 21,159 shares; 2025Q2: 31,538 shares; 2025Q3: 44,608 shares; 2025Q4: 38,994 shares; 2026Q1: 44,108 shares; 2026Q2: 62,757 shares 62,757 $3.86M 0.21% +18,649 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: 13,853 shares; 2024Q4: 13,836 shares; 2025Q1: 13,984 shares; 2025Q2: 13,959 shares; 2025Q3: 14,725 shares; 2025Q4: 24,064 shares; 2026Q1: 21,937 shares; 2026Q2: 20,069 shares 20,069 $3.82M 0.2% -1,868 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: 29,670 shares; 2024Q4: 31,211 shares; 2025Q1: 30,429 shares; 2025Q2: 29,029 shares; 2025Q3: 27,205 shares; 2025Q4: 26,041 shares; 2026Q1: 26,598 shares; 2026Q2: 25,757 shares 25,757 $3.82M 0.2% -841 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: 4,671 shares; 2024Q4: 4,762 shares; 2025Q1: 4,937 shares; 2025Q2: 6,000 shares; 2025Q3: 6,527 shares; 2025Q4: 6,212 shares; 2026Q1: 6,846 shares; 2026Q2: 6,335 shares 6,335 $3.68M 0.2% -511 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: 7,799 shares; 2024Q4: 7,715 shares; 2025Q1: 8,183 shares; 2025Q2: 9,107 shares; 2025Q3: 9,961 shares; 2025Q4: 9,885 shares; 2026Q1: 9,884 shares; 2026Q2: 10,141 shares 10,141 $3.58M 0.19% +257 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: 48,691 shares; 2024Q4: 46,458 shares; 2025Q1: 44,207 shares; 2025Q2: 42,948 shares; 2025Q3: 39,346 shares; 2025Q4: 38,092 shares; 2026Q1: 36,857 shares; 2026Q2: 63,319 shares 63,319 $3.56M 0.19% +26,462 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: 4,128 shares; 2024Q4: 7,726 shares; 2025Q1: 7,610 shares; 2025Q2: 9,635 shares; 2025Q3: 10,019 shares; 2025Q4: 10,143 shares; 2026Q1: 10,880 shares; 2026Q2: 10,331 shares 10,331 $3.52M 0.19% -549 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: 24,002 shares; 2024Q4: 21,213 shares; 2025Q1: 23,208 shares; 2025Q2: 30,976 shares; 2025Q3: 33,244 shares; 2025Q4: 39,986 shares; 2026Q1: 53,829 shares; 2026Q2: 146,261 shares 146,261 $3.52M 0.19% +92,432 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,318 shares; 2024Q4: 5,592 shares; 2025Q1: 5,732 shares; 2025Q2: 6,164 shares; 2025Q3: 5,974 shares; 2025Q4: 6,938 shares; 2026Q1: 6,016 shares; 2026Q2: 28,289 shares 28,289 $3.51M 0.19% +22,273 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: 17,872 shares; 2024Q4: 19,581 shares; 2025Q1: 17,392 shares; 2025Q2: 17,975 shares; 2025Q3: 18,134 shares; 2025Q4: 17,927 shares; 2026Q1: 18,491 shares; 2026Q2: 16,785 shares 16,785 $3.51M 0.19% -1,706 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,785 shares; 2025Q1: 40,785 shares; 2025Q2: 45,230 shares; 2025Q3: 179,936 shares; 2025Q4: 416,510 shares; 2026Q1: 460,948 shares; 2026Q2: 340,944 shares 340,944 $3.51M 0.19% -120,004 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: 31,950 shares; 2024Q4: 31,007 shares; 2025Q1: 38,995 shares; 2025Q2: 40,013 shares; 2025Q3: 43,846 shares; 2025Q4: 44,139 shares; 2026Q1: 43,407 shares; 2026Q2: 42,841 shares 42,841 $3.48M 0.19% -566 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: 10,840 shares; 2024Q4: 11,100 shares; 2025Q1: 11,302 shares; 2025Q2: 12,314 shares; 2025Q3: 12,030 shares; 2025Q4: 11,898 shares; 2026Q1: 11,277 shares; 2026Q2: 9,577 shares 9,577 $3.47M 0.18% -1,700 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: 17,988 shares; 2024Q4: 17,696 shares; 2025Q1: 17,130 shares; 2025Q2: 19,064 shares; 2025Q3: 19,647 shares; 2025Q4: 19,569 shares; 2026Q1: 21,176 shares; 2026Q2: 21,826 shares 21,826 $3.45M 0.18% +650 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: 46,246 shares; 2024Q4: 44,326 shares; 2025Q1: 43,245 shares; 2025Q2: 41,969 shares; 2025Q3: 42,510 shares; 2025Q4: 42,164 shares; 2026Q1: 45,187 shares; 2026Q2: 43,070 shares 43,070 $3.32M 0.18% -2,117 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: 20,618 shares; 2024Q4: 37,629 shares; 2025Q1: 21,974 shares; 2025Q2: 21,676 shares; 2025Q3: 22,115 shares; 2025Q4: 44,558 shares; 2026Q1: 45,071 shares; 2026Q2: 49,091 shares 49,091 $3.31M 0.18% +4,020 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: 33,725 shares; 2024Q4: 42,303 shares; 2025Q1: 36,421 shares; 2025Q2: 37,093 shares; 2025Q3: 40,386 shares; 2025Q4: 17,467 shares; 2026Q1: 15,152 shares; 2026Q2: 13,596 shares 13,596 $3.3M 0.18% -1,556 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: 5,423 shares; 2024Q4: 5,682 shares; 2025Q1: 5,863 shares; 2025Q2: 6,822 shares; 2025Q3: 6,831 shares; 2025Q4: 7,622 shares; 2026Q1: 8,124 shares; 2026Q2: 10,487 shares 10,487 $3.18M 0.17% +2,363 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,756 shares; 2024Q4: 4,922 shares; 2025Q1: 5,573 shares; 2025Q2: 5,306 shares; 2025Q3: 5,462 shares; 2025Q4: 5,671 shares; 2026Q1: 5,804 shares; 2026Q2: 6,117 shares 6,117 $3.14M 0.17% +313 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: 2,818 shares; 2024Q4: 2,844 shares; 2025Q1: 2,840 shares; 2025Q2: 3,655 shares; 2025Q3: 3,769 shares; 2025Q4: 3,736 shares; 2026Q1: 4,082 shares; 2026Q2: 4,084 shares 4,084 $3.12M 0.17% +2 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: 22,710 shares; 2024Q4: 23,195 shares; 2025Q1: 22,080 shares; 2025Q2: 24,229 shares; 2025Q3: 25,086 shares; 2025Q4: 23,708 shares; 2026Q1: 22,590 shares; 2026Q2: 22,944 shares 22,944 $3.11M 0.17% +354 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: not reported; 2024Q4: 29,382 shares; 2025Q1: not reported; 2025Q2: 34,760 shares; 2025Q3: 35,554 shares; 2025Q4: 37,001 shares; 2026Q1: 39,876 shares; 2026Q2: 40,316 shares 40,316 $3.09M 0.16% +440 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,799 shares; 2024Q4: 18,701 shares; 2025Q1: 17,057 shares; 2025Q2: 17,079 shares; 2025Q3: 16,070 shares; 2025Q4: 16,710 shares; 2026Q1: 15,942 shares; 2026Q2: 15,890 shares 15,890 $3.01M 0.16% -52 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: 47,062 shares; 2024Q4: 45,081 shares; 2025Q1: 42,885 shares; 2025Q2: 40,440 shares; 2025Q3: 38,406 shares; 2025Q4: 33,833 shares; 2026Q1: 31,523 shares; 2026Q2: 31,004 shares 31,004 $2.94M 0.16% -519 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: 36,690 shares; 2024Q4: 35,191 shares; 2025Q1: 33,473 shares; 2025Q2: 32,207 shares; 2025Q3: 30,870 shares; 2025Q4: 28,160 shares; 2026Q1: 26,519 shares; 2026Q2: 26,198 shares 26,198 $2.94M 0.16% -321 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: 8,148 shares; 2024Q4: 8,061 shares; 2025Q1: 8,498 shares; 2025Q2: 9,292 shares; 2025Q3: 10,026 shares; 2025Q4: 10,144 shares; 2026Q1: 10,409 shares; 2026Q2: 10,831 shares 10,831 $2.93M 0.16% +422 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: 17,276 shares; 2024Q4: 17,571 shares; 2025Q1: 18,341 shares; 2025Q2: 21,698 shares; 2025Q3: 29,243 shares; 2025Q4: 29,744 shares; 2026Q1: 29,743 shares; 2026Q2: 30,373 shares 30,373 $2.91M 0.15% +630 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: 8,346 shares; 2024Q4: 8,459 shares; 2025Q1: 8,688 shares; 2025Q2: 8,917 shares; 2025Q3: 9,182 shares; 2025Q4: 9,211 shares; 2026Q1: 8,765 shares; 2026Q2: 8,459 shares 8,459 $2.9M 0.15% -306 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: 15,178 shares; 2024Q4: 15,197 shares; 2025Q1: 15,066 shares; 2025Q2: 14,781 shares; 2025Q3: 15,958 shares; 2025Q4: 15,876 shares; 2026Q1: 16,481 shares; 2026Q2: 17,066 shares 17,066 $2.89M 0.15% +585 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,751 shares; 2024Q4: 32,968 shares; 2025Q1: 40,041 shares; 2025Q2: 33,111 shares; 2025Q3: 34,176 shares; 2025Q4: 30,864 shares; 2026Q1: 32,771 shares; 2026Q2: 30,470 shares 30,470 $2.88M 0.15% -2,301 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: 978 shares; 2024Q4: 971 shares; 2025Q1: 1,003 shares; 2025Q2: 1,197 shares; 2025Q3: 1,192 shares; 2025Q4: 996 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $2.85M 0.15% 0 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: 5,295 shares; 2024Q4: 5,295 shares; 2025Q1: 6,411 shares; 2025Q2: 6,056 shares; 2025Q3: 6,464 shares; 2025Q4: 6,587 shares; 2026Q1: 6,628 shares; 2026Q2: 5,922 shares 5,922 $2.83M 0.15% -706 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,239 shares; 2025Q4: 102,783 shares; 2026Q1: 55,208 shares; 2026Q2: 53,278 shares 53,278 $2.82M 0.15% -1,930 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: 34,724 shares; 2024Q4: 34,546 shares; 2025Q1: 35,680 shares; 2025Q2: 38,085 shares; 2025Q3: 40,924 shares; 2025Q4: 36,978 shares; 2026Q1: 42,716 shares; 2026Q2: 39,141 shares 39,141 $2.82M 0.15% -3,575 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: 12,777 shares; 2024Q4: 12,989 shares; 2025Q1: 13,048 shares; 2025Q2: 13,284 shares; 2025Q3: 17,487 shares; 2025Q4: 17,828 shares; 2026Q1: 19,070 shares; 2026Q2: 20,470 shares 20,470 $2.8M 0.15% +1,400 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,929 shares; 2024Q4: 41,396 shares; 2025Q1: 41,380 shares; 2025Q2: 46,404 shares; 2025Q3: 45,577 shares; 2025Q4: 49,896 shares; 2026Q1: 51,653 shares; 2026Q2: 53,119 shares 53,119 $2.79M 0.15% +1,466 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: 11,427 shares; 2024Q4: 11,298 shares; 2025Q1: 11,992 shares; 2025Q2: 12,147 shares; 2025Q3: 13,213 shares; 2025Q4: 12,091 shares; 2026Q1: 12,278 shares; 2026Q2: 12,528 shares 12,528 $2.79M 0.15% +250 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: 12,348 shares; 2024Q4: 12,172 shares; 2025Q1: 12,748 shares; 2025Q2: 13,545 shares; 2025Q3: 14,863 shares; 2025Q4: 13,995 shares; 2026Q1: 15,201 shares; 2026Q2: 15,225 shares 15,225 $2.75M 0.15% +24 Timeline JPIB 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: 74,708 shares; 2024Q4: 72,850 shares; 2025Q1: 77,211 shares; 2025Q2: 74,080 shares; 2025Q3: 70,345 shares; 2025Q4: 61,256 shares; 2026Q1: 59,711 shares; 2026Q2: 56,190 shares 56,190 $2.72M 0.14% -3,521 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: 12,513 shares; 2024Q4: 12,805 shares; 2025Q1: 14,196 shares; 2025Q2: 15,716 shares; 2025Q3: 18,875 shares; 2025Q4: 22,018 shares; 2026Q1: 27,460 shares; 2026Q2: 32,299 shares 32,299 $2.71M 0.14% +4,839 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: 3,619 shares; 2024Q4: 3,629 shares; 2025Q1: 3,796 shares; 2025Q2: 3,795 shares; 2025Q3: 3,810 shares; 2025Q4: 3,882 shares; 2026Q1: 3,835 shares; 2026Q2: 3,736 shares 3,736 $2.69M 0.14% -99 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,112 shares; 2024Q4: 7,632 shares; 2025Q1: 7,411 shares; 2025Q2: 7,411 shares; 2025Q3: 7,307 shares; 2025Q4: 7,031 shares; 2026Q1: 6,817 shares; 2026Q2: 6,818 shares 6,818 $2.66M 0.14% +1 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,884 shares; 2024Q4: 342,280 shares; 2025Q1: 341,671 shares; 2025Q2: 342,036 shares; 2025Q3: 330,329 shares; 2025Q4: 326,444 shares; 2026Q1: 325,347 shares; 2026Q2: 325,960 shares 325,960 $2.63M 0.14% +613 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,844 shares; 2026Q2: 6,014 shares 6,014 $2.61M 0.14% +170 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,153 shares; 2024Q4: 9,066 shares; 2025Q1: 9,216 shares; 2025Q2: 9,188 shares; 2025Q3: 9,148 shares; 2025Q4: 9,295 shares; 2026Q1: 8,281 shares; 2026Q2: 8,267 shares 8,267 $2.6M 0.14% -14 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,095 shares; 2025Q4: 35,883 shares; 2026Q1: 42,434 shares; 2026Q2: 58,183 shares 58,183 $2.53M 0.13% +15,749 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,794 shares; 2024Q4: 22,696 shares; 2025Q1: 23,010 shares; 2025Q2: 22,847 shares; 2025Q3: 22,753 shares; 2025Q4: 22,099 shares; 2026Q1: 22,436 shares; 2026Q2: 22,017 shares 22,017 $2.49M 0.13% -419 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: 23,964 shares; 2024Q4: 23,935 shares; 2025Q1: 24,573 shares; 2025Q2: 25,074 shares; 2025Q3: 26,207 shares; 2025Q4: 26,073 shares; 2026Q1: 26,695 shares; 2026Q2: 28,048 shares 28,048 $2.46M 0.13% +1,353 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,274 shares; 2024Q4: 19,855 shares; 2025Q1: 20,661 shares; 2025Q2: 20,269 shares; 2025Q3: 21,400 shares; 2025Q4: 22,097 shares; 2026Q1: 22,317 shares; 2026Q2: 23,195 shares 23,195 $2.41M 0.13% +878 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: 4,441 shares; 2024Q4: 4,359 shares; 2025Q1: 4,472 shares; 2025Q2: 4,544 shares; 2025Q3: 5,118 shares; 2025Q4: 5,321 shares; 2026Q1: 5,567 shares; 2026Q2: 6,022 shares 6,022 $2.39M 0.13% +455 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: 8,279 shares; 2024Q4: 8,180 shares; 2025Q1: 8,071 shares; 2025Q2: 8,448 shares; 2025Q3: 8,508 shares; 2025Q4: 8,538 shares; 2026Q1: 9,219 shares; 2026Q2: 9,146 shares 9,146 $2.34M 0.12% -73 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: 41,508 shares; 2024Q4: 41,059 shares; 2025Q1: 40,060 shares; 2025Q2: 38,028 shares; 2025Q3: 38,496 shares; 2025Q4: 51,569 shares; 2026Q1: 50,012 shares; 2026Q2: 43,624 shares 43,624 $2.32M 0.12% -6,388 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,611 shares; 2024Q4: 31,714 shares; 2025Q1: 31,066 shares; 2025Q2: 30,685 shares; 2025Q3: 30,679 shares; 2025Q4: 29,271 shares; 2026Q1: 30,518 shares; 2026Q2: 29,494 shares 29,494 $2.3M 0.12% -1,024 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: 31,296 shares; 2024Q4: 32,335 shares; 2025Q1: 33,571 shares; 2025Q2: 34,880 shares; 2025Q3: 36,521 shares; 2025Q4: 33,747 shares; 2026Q1: 35,890 shares; 2026Q2: 37,666 shares 37,666 $2.22M 0.12% +1,776 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,212 shares; 2024Q4: 6,132 shares; 2025Q1: 7,735 shares; 2025Q2: 8,948 shares; 2025Q3: 9,039 shares; 2025Q4: 9,185 shares; 2026Q1: 9,201 shares; 2026Q2: 9,008 shares 9,008 $2.22M 0.12% -193 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: 2,146 shares; 2025Q4: 7,066 shares; 2026Q1: 10,030 shares; 2026Q2: 12,579 shares 12,579 $2.22M 0.12% +2,549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,977 shares 13,977 $2.21M 0.12% new Timeline FLTB 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: 8,957 shares; 2024Q4: 10,079 shares; 2025Q1: 14,578 shares; 2025Q2: 17,400 shares; 2025Q3: 22,046 shares; 2025Q4: 24,679 shares; 2026Q1: 32,786 shares; 2026Q2: 43,768 shares 43,768 $2.19M 0.12% +10,982 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: 12,488 shares; 2024Q4: 16,824 shares; 2025Q1: 16,588 shares; 2025Q2: 16,727 shares; 2025Q3: 18,642 shares; 2025Q4: 18,702 shares; 2026Q1: 18,719 shares; 2026Q2: 18,492 shares 18,492 $2.17M 0.12% -227 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: 8,020 shares; 2024Q4: 7,992 shares; 2025Q1: 7,703 shares; 2025Q2: 7,967 shares; 2025Q3: 8,057 shares; 2025Q4: 8,116 shares; 2026Q1: 8,471 shares; 2026Q2: 8,439 shares 8,439 $2.16M 0.11% -32 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: 1,107 shares; 2024Q4: 1,101 shares; 2025Q1: 1,260 shares; 2025Q2: 1,409 shares; 2025Q3: 1,677 shares; 2025Q4: 1,670 shares; 2026Q1: 1,612 shares; 2026Q2: 2,129 shares 2,129 $2.15M 0.11% +517 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: 2,382 shares; 2024Q4: 2,404 shares; 2025Q1: 2,459 shares; 2025Q2: 2,448 shares; 2025Q3: 2,456 shares; 2025Q4: 2,487 shares; 2026Q1: 2,755 shares; 2026Q2: 2,842 shares 2,842 $2.15M 0.11% +87 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: 24,535 shares; 2024Q4: 24,745 shares; 2025Q1: 25,139 shares; 2025Q2: 25,123 shares; 2025Q3: 25,768 shares; 2025Q4: 25,107 shares; 2026Q1: 22,508 shares; 2026Q2: 23,661 shares 23,661 $2.15M 0.11% +1,153 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: 47,234 shares; 2024Q4: 45,743 shares; 2025Q1: 40,989 shares; 2025Q2: 41,746 shares; 2025Q3: 39,847 shares; 2025Q4: 37,039 shares; 2026Q1: 37,013 shares; 2026Q2: 35,933 shares 35,933 $2.14M 0.11% -1,080 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,017 shares; 2024Q4: 4,051 shares; 2025Q1: 4,097 shares; 2025Q2: 4,052 shares; 2025Q3: 4,118 shares; 2025Q4: 4,192 shares; 2026Q1: 4,205 shares; 2026Q2: 4,247 shares 4,247 $2.1M 0.11% +42 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,009 shares; 2024Q4: 41,189 shares; 2025Q1: 50,842 shares; 2025Q2: 59,707 shares; 2025Q3: 62,300 shares; 2025Q4: 62,150 shares; 2026Q1: 48,849 shares; 2026Q2: 50,994 shares 50,994 $2.1M 0.11% +2,145 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,121 shares; 2024Q4: 8,042 shares; 2025Q1: 8,061 shares; 2025Q2: 7,970 shares; 2025Q3: 8,041 shares; 2025Q4: 8,049 shares; 2026Q1: 7,809 shares; 2026Q2: 7,767 shares 7,767 $2.06M 0.11% -42 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: 1,826 shares; 2024Q4: 2,124 shares; 2025Q1: 1,940 shares; 2025Q2: 2,290 shares; 2025Q3: 2,332 shares; 2025Q4: 20,222 shares; 2026Q1: 22,075 shares; 2026Q2: 28,877 shares 28,877 $2.06M 0.11% +6,802 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,379 shares; 2024Q4: 12,864 shares; 2025Q1: 12,717 shares; 2025Q2: 12,649 shares; 2025Q3: 12,551 shares; 2025Q4: 26,743 shares; 2026Q1: 27,599 shares; 2026Q2: 31,084 shares 31,084 $2.04M 0.11% +3,485 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: 4,731 shares; 2024Q4: 4,600 shares; 2025Q1: 4,402 shares; 2025Q2: 4,325 shares; 2025Q3: 3,936 shares; 2025Q4: 3,983 shares; 2026Q1: 3,929 shares; 2026Q2: 3,997 shares 3,997 $2.04M 0.11% +68 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: 6,306 shares; 2024Q4: 3,424 shares; 2025Q1: 3,440 shares; 2025Q2: 3,907 shares; 2025Q3: 4,163 shares; 2025Q4: 4,975 shares; 2026Q1: 5,949 shares; 2026Q2: 5,745 shares 5,745 $2.04M 0.11% -204 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,653 shares; 2025Q1: 6,524 shares; 2025Q2: 7,562 shares; 2025Q3: 9,454 shares; 2025Q4: 10,644 shares; 2026Q1: 13,543 shares; 2026Q2: 19,078 shares 19,078 $2.02M 0.11% +5,535 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: 88,087 shares; 2024Q4: 85,731 shares; 2025Q1: 84,132 shares; 2025Q2: 82,933 shares; 2025Q3: 89,122 shares; 2025Q4: 98,207 shares; 2026Q1: 96,680 shares; 2026Q2: 96,602 shares 96,602 $2M 0.11% -78 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: 24,631 shares; 2024Q4: 22,846 shares; 2025Q1: 20,863 shares; 2025Q2: 21,834 shares; 2025Q3: 20,744 shares; 2025Q4: 26,527 shares; 2026Q1: 24,316 shares; 2026Q2: 22,769 shares 22,769 $2M 0.11% -1,547 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: 6,788 shares; 2024Q4: 8,801 shares; 2025Q1: 8,707 shares; 2025Q2: 8,290 shares; 2025Q3: 8,811 shares; 2025Q4: 9,058 shares; 2026Q1: 9,134 shares; 2026Q2: 8,759 shares 8,759 $1.99M 0.11% -375 Timeline PJAN 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: 24,520 shares; 2024Q4: 24,520 shares; 2025Q1: 24,520 shares; 2025Q2: 24,195 shares; 2025Q3: 21,951 shares; 2025Q4: 21,951 shares; 2026Q1: 40,261 shares; 2026Q2: 40,111 shares 40,111 $1.99M 0.11% -150 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,625 shares; 2024Q4: 17,042 shares; 2025Q1: 16,915 shares; 2025Q2: 16,805 shares; 2025Q3: 16,725 shares; 2025Q4: 15,929 shares; 2026Q1: 15,712 shares; 2026Q2: 15,549 shares 15,549 $1.98M 0.11% -163 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: 25,713 shares; 2025Q4: 45,001 shares; 2026Q1: 54,282 shares; 2026Q2: 56,035 shares 56,035 $1.97M 0.11% +1,753 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,780 shares; 2024Q4: 25,895 shares; 2025Q1: 42,641 shares; 2025Q2: 45,061 shares; 2025Q3: 57,817 shares; 2025Q4: 43,653 shares; 2026Q1: 51,704 shares; 2026Q2: 52,099 shares 52,099 $1.95M 0.1% +395 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: 16,527 shares; 2024Q4: 16,049 shares; 2025Q1: 18,341 shares; 2025Q2: 13,525 shares; 2025Q3: 12,414 shares; 2025Q4: 12,073 shares; 2026Q1: 12,253 shares; 2026Q2: 12,298 shares 12,298 $1.95M 0.1% +45 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: 16,131 shares; 2024Q4: 15,366 shares; 2025Q1: 15,079 shares; 2025Q2: 14,468 shares; 2025Q3: 14,482 shares; 2025Q4: 14,145 shares; 2026Q1: 15,227 shares; 2026Q2: 13,836 shares 13,836 $1.93M 0.1% -1,391 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,488 shares; 2024Q4: 161,817 shares; 2025Q1: 167,917 shares; 2025Q2: 166,513 shares; 2025Q3: 166,071 shares; 2025Q4: 209,550 shares; 2026Q1: 209,454 shares; 2026Q2: 209,025 shares 209,025 $1.93M 0.1% -429 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: 47,403 shares; 2024Q4: 48,071 shares; 2025Q1: 46,670 shares; 2025Q2: 51,584 shares; 2025Q3: 52,540 shares; 2025Q4: 42,003 shares; 2026Q1: 43,376 shares; 2026Q2: 44,515 shares 44,515 $1.92M 0.1% +1,139 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,976 shares; 2025Q4: 10,976 shares; 2026Q1: 20,959 shares; 2026Q2: 75,272 shares 75,272 $1.91M 0.1% +54,313 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,784 shares; 2024Q4: 10,801 shares; 2025Q1: 11,013 shares; 2025Q2: 10,955 shares; 2025Q3: 10,206 shares; 2025Q4: 9,993 shares; 2026Q1: 10,171 shares; 2026Q2: 10,226 shares 10,226 $1.89M 0.1% +55 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,751 shares; 2024Q4: 20,837 shares; 2025Q1: 20,683 shares; 2025Q2: 21,149 shares; 2025Q3: 21,110 shares; 2025Q4: 20,333 shares; 2026Q1: 20,830 shares; 2026Q2: 20,836 shares 20,836 $1.89M 0.1% +6 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: 4,291 shares; 2024Q4: 4,065 shares; 2025Q1: 4,205 shares; 2025Q2: 5,148 shares; 2025Q3: 4,969 shares; 2025Q4: 5,663 shares; 2026Q1: 6,106 shares; 2026Q2: 6,063 shares 6,063 $1.82M 0.1% -43 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: 6,083 shares; 2024Q4: 6,155 shares; 2025Q1: 5,500 shares; 2025Q2: 5,871 shares; 2025Q3: 6,061 shares; 2025Q4: 6,340 shares; 2026Q1: 6,690 shares; 2026Q2: 6,689 shares 6,689 $1.82M 0.1% -1 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: 7,415 shares; 2024Q4: 12,114 shares; 2025Q1: 17,010 shares; 2025Q2: 19,223 shares; 2025Q3: 17,712 shares; 2025Q4: 22,533 shares; 2026Q1: 28,388 shares; 2026Q2: 30,594 shares 30,594 $1.76M 0.09% +2,206 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: 18,316 shares; 2024Q4: 18,918 shares; 2025Q1: 18,343 shares; 2025Q2: 17,868 shares; 2025Q3: 16,999 shares; 2025Q4: 15,440 shares; 2026Q1: 15,361 shares; 2026Q2: 15,332 shares 15,332 $1.76M 0.09% -29 Timeline AUSF 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: 11,327 shares; 2025Q4: 28,976 shares; 2026Q1: 33,542 shares; 2026Q2: 35,790 shares 35,790 $1.75M 0.09% +2,248 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: 1,674 shares; 2024Q4: 1,533 shares; 2025Q1: 1,703 shares; 2025Q2: 1,767 shares; 2025Q3: 1,695 shares; 2025Q4: 1,755 shares; 2026Q1: 1,788 shares; 2026Q2: 1,770 shares 1,770 $1.73M 0.09% -18 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: 2,646 shares; 2024Q4: 2,700 shares; 2025Q1: 3,140 shares; 2025Q2: 3,236 shares; 2025Q3: 3,182 shares; 2025Q4: 2,851 shares; 2026Q1: 2,500 shares; 2026Q2: 3,447 shares 3,447 $1.73M 0.09% +947 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: 45,908 shares; 2024Q4: 41,773 shares; 2025Q1: 41,376 shares; 2025Q2: 62,867 shares; 2025Q3: 56,369 shares; 2025Q4: 39,110 shares; 2026Q1: 37,333 shares; 2026Q2: 33,967 shares 33,967 $1.69M 0.09% -3,366 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: 4,822 shares; 2024Q4: 4,457 shares; 2025Q1: 4,695 shares; 2025Q2: 4,797 shares; 2025Q3: 5,057 shares; 2025Q4: 5,212 shares; 2026Q1: 5,591 shares; 2026Q2: 5,991 shares 5,991 $1.68M 0.09% +400 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 6,437 shares; 2025Q1: 7,718 shares; 2025Q2: 9,660 shares; 2025Q3: 11,298 shares; 2025Q4: 13,384 shares; 2026Q1: 12,656 shares; 2026Q2: 15,709 shares 15,709 $1.68M 0.09% +3,053 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: 42,343 shares; 2024Q4: 42,524 shares; 2025Q1: 41,065 shares; 2025Q2: 59,039 shares; 2025Q3: 52,210 shares; 2025Q4: 36,461 shares; 2026Q1: 35,868 shares; 2026Q2: 33,022 shares 33,022 $1.67M 0.09% -2,846 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: not reported; 2025Q1: not reported; 2025Q2: 11,160 shares; 2025Q3: 17,229 shares; 2025Q4: 22,694 shares; 2026Q1: 25,851 shares; 2026Q2: 24,693 shares 24,693 $1.67M 0.09% -1,158 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: 15,523 shares; 2024Q4: 15,500 shares; 2025Q1: 13,794 shares; 2025Q2: 13,121 shares; 2025Q3: 12,252 shares; 2025Q4: 11,758 shares; 2026Q1: 11,700 shares; 2026Q2: 14,866 shares 14,866 $1.64M 0.09% +3,166 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: 57,291 shares; 2024Q4: 56,111 shares; 2025Q1: 58,169 shares; 2025Q2: 53,084 shares; 2025Q3: 42,123 shares; 2025Q4: 36,910 shares; 2026Q1: 32,425 shares; 2026Q2: 31,687 shares 31,687 $1.64M 0.09% -738 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,631 shares; 2024Q4: 36,298 shares; 2025Q1: 36,513 shares; 2025Q2: 35,128 shares; 2025Q3: 34,552 shares; 2025Q4: 34,145 shares; 2026Q1: 35,014 shares; 2026Q2: 33,706 shares 33,706 $1.63M 0.09% -1,308 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: 20,777 shares; 2024Q4: 20,063 shares; 2025Q1: 24,884 shares; 2025Q2: 20,483 shares; 2025Q3: 20,970 shares; 2025Q4: 21,299 shares; 2026Q1: 26,296 shares; 2026Q2: 25,496 shares 25,496 $1.6M 0.09% -800 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,913 shares; 2024Q4: 90,909 shares; 2025Q1: 97,588 shares; 2025Q2: 91,021 shares; 2025Q3: 76,910 shares; 2025Q4: 66,993 shares; 2026Q1: 62,904 shares; 2026Q2: 60,971 shares 60,971 $1.6M 0.09% -1,933 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,984 shares; 2024Q4: 60,101 shares; 2025Q1: 60,271 shares; 2025Q2: 63,215 shares; 2025Q3: 62,577 shares; 2025Q4: 58,527 shares; 2026Q1: 61,038 shares; 2026Q2: 61,909 shares 61,909 $1.58M 0.08% +871 Timeline SPAB 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: 64,277 shares; 2024Q4: 64,077 shares; 2025Q1: 67,960 shares; 2025Q2: 63,665 shares; 2025Q3: 61,742 shares; 2025Q4: 62,859 shares; 2026Q1: 66,384 shares; 2026Q2: 61,744 shares 61,744 $1.58M 0.08% -4,640 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: 14,696 shares; 2024Q4: 14,787 shares; 2025Q1: 15,752 shares; 2025Q2: 17,090 shares; 2025Q3: 17,976 shares; 2025Q4: 15,771 shares; 2026Q1: 15,654 shares; 2026Q2: 15,304 shares 15,304 $1.56M 0.08% -350 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,750 shares; 2024Q4: 14,775 shares; 2025Q1: 12,996 shares; 2025Q2: 12,679 shares; 2025Q3: 13,373 shares; 2025Q4: 12,601 shares; 2026Q1: 13,639 shares; 2026Q2: 14,446 shares 14,446 $1.56M 0.08% +807 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,372 shares; 2025Q1: 1,469 shares; 2025Q2: 1,364 shares; 2025Q3: 1,851 shares; 2025Q4: 1,925 shares; 2026Q1: 2,232 shares; 2026Q2: 2,169 shares 2,169 $1.55M 0.08% -63 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: 1,218 shares; 2024Q4: 3,044 shares; 2025Q1: 4,006 shares; 2025Q2: 3,015 shares; 2025Q3: 3,014 shares; 2025Q4: 3,005 shares; 2026Q1: 3,015 shares; 2026Q2: 2,951 shares 2,951 $1.54M 0.08% -64 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: 21,261 shares; 2025Q4: 35,329 shares; 2026Q1: 44,070 shares; 2026Q2: 46,239 shares 46,239 $1.52M 0.08% +2,169 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: 9,111 shares; 2024Q4: 9,119 shares; 2025Q1: 9,097 shares; 2025Q2: 13,739 shares; 2025Q3: 15,162 shares; 2025Q4: 15,054 shares; 2026Q1: 16,638 shares; 2026Q2: 16,920 shares 16,920 $1.52M 0.08% +282 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: 7,052 shares; 2024Q4: 6,712 shares; 2025Q1: 6,899 shares; 2025Q2: 8,159 shares; 2025Q3: 8,131 shares; 2025Q4: 7,903 shares; 2026Q1: 8,828 shares; 2026Q2: 9,707 shares 9,707 $1.52M 0.08% +879 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,435 shares; 2025Q3: 7,798 shares; 2025Q4: 9,719 shares; 2026Q1: 21,613 shares; 2026Q2: 30,899 shares 30,899 $1.47M 0.08% +9,286 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: 6,304 shares; 2024Q4: 6,063 shares; 2025Q1: 6,508 shares; 2025Q2: 5,642 shares; 2025Q3: 5,651 shares; 2025Q4: 5,667 shares; 2026Q1: 5,728 shares; 2026Q2: 5,638 shares 5,638 $1.47M 0.08% -90 Timeline VDE 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: 9,977 shares; 2024Q4: 9,932 shares; 2025Q1: 9,932 shares; 2025Q2: 9,872 shares; 2025Q3: 9,752 shares; 2025Q4: 9,752 shares; 2026Q1: 9,888 shares; 2026Q2: 9,765 shares 9,765 $1.47M 0.08% -123 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: 30,030 shares; 2024Q4: 32,287 shares; 2025Q1: 32,245 shares; 2025Q2: 40,866 shares; 2025Q3: 39,271 shares; 2025Q4: 30,001 shares; 2026Q1: 28,096 shares; 2026Q2: 27,414 shares 27,414 $1.47M 0.08% -682 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,753 shares; 2024Q4: 9,608 shares; 2025Q1: 11,058 shares; 2025Q2: 11,812 shares; 2025Q3: 12,191 shares; 2025Q4: 12,857 shares; 2026Q1: 12,770 shares; 2026Q2: 13,598 shares 13,598 $1.46M 0.08% +828 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,300 shares; 2024Q4: 17,172 shares; 2025Q1: 16,784 shares; 2025Q2: 20,094 shares; 2025Q3: 20,037 shares; 2025Q4: 19,884 shares; 2026Q1: 19,589 shares; 2026Q2: 20,050 shares 20,050 $1.44M 0.08% +461 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: 4,454 shares; 2024Q4: 4,394 shares; 2025Q1: 4,438 shares; 2025Q2: 4,508 shares; 2025Q3: 4,052 shares; 2025Q4: 3,848 shares; 2026Q1: 4,175 shares; 2026Q2: 4,263 shares 4,263 $1.44M 0.08% +88 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,424 shares; 2024Q4: 11,512 shares; 2025Q1: 11,510 shares; 2025Q2: 12,407 shares; 2025Q3: 13,853 shares; 2025Q4: 13,379 shares; 2026Q1: 14,317 shares; 2026Q2: 14,029 shares 14,029 $1.44M 0.08% -288 Timeline FLTR 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: 20,140 shares; 2025Q2: 26,154 shares; 2025Q3: 32,600 shares; 2025Q4: 43,519 shares; 2026Q1: 42,000 shares; 2026Q2: 55,970 shares 55,970 $1.43M 0.08% +13,970 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: 16,165 shares; 2024Q4: 17,047 shares; 2025Q1: 14,488 shares; 2025Q2: 16,020 shares; 2025Q3: 15,131 shares; 2025Q4: 15,083 shares; 2026Q1: 18,012 shares; 2026Q2: 18,735 shares 18,735 $1.42M 0.08% +723 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: 6,662 shares; 2024Q4: 15,026 shares; 2025Q1: 19,317 shares; 2025Q2: 15,627 shares; 2025Q3: 2,832 shares; 2025Q4: 7,172 shares; 2026Q1: 17,259 shares; 2026Q2: 17,446 shares 17,446 $1.41M 0.08% +187 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,622 shares; 2025Q1: 40,875 shares; 2025Q2: 41,887 shares; 2025Q3: 39,041 shares; 2025Q4: 29,529 shares; 2026Q1: 29,739 shares; 2026Q2: 27,421 shares 27,421 $1.41M 0.07% -2,318 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,756 shares; 2024Q4: 6,927 shares; 2025Q1: 7,573 shares; 2025Q2: 8,141 shares; 2025Q3: 8,117 shares; 2025Q4: 8,019 shares; 2026Q1: 6,491 shares; 2026Q2: 6,265 shares 6,265 $1.4M 0.07% -226 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: 13,452 shares; 2024Q4: 13,261 shares; 2025Q1: 7,637 shares; 2025Q2: 7,869 shares; 2025Q3: 9,235 shares; 2025Q4: 9,044 shares; 2026Q1: 9,461 shares; 2026Q2: 9,241 shares 9,241 $1.4M 0.07% -220 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 13,850 shares; 2025Q1: 13,645 shares; 2025Q2: 13,645 shares; 2025Q3: 13,645 shares; 2025Q4: 13,645 shares; 2026Q1: 13,645 shares; 2026Q2: 13,645 shares 13,645 $1.4M 0.07% 0 Timeline PSI 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: 9,603 shares; 2024Q4: 8,686 shares; 2025Q1: 8,733 shares; 2025Q2: 8,448 shares; 2025Q3: 7,795 shares; 2025Q4: 7,385 shares; 2026Q1: 7,385 shares; 2026Q2: 7,386 shares 7,386 $1.39M 0.07% +1 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,239 shares; 2024Q4: 59,542 shares; 2025Q1: 56,984 shares; 2025Q2: 38,809 shares; 2025Q3: 38,346 shares; 2025Q4: 35,156 shares; 2026Q1: 33,383 shares; 2026Q2: 33,309 shares 33,309 $1.39M 0.07% -74 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: 30,128 shares; 2024Q4: 29,559 shares; 2025Q1: 27,851 shares; 2025Q2: 28,680 shares; 2025Q3: 25,159 shares; 2025Q4: 23,682 shares; 2026Q1: 23,498 shares; 2026Q2: 28,552 shares 28,552 $1.38M 0.07% +5,054 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,692 shares; 2025Q2: 9,420 shares; 2025Q3: 16,663 shares; 2025Q4: 15,641 shares; 2026Q1: 14,976 shares; 2026Q2: 14,707 shares 14,707 $1.38M 0.07% -269 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: 31,053 shares; 2024Q4: 48,845 shares; 2025Q1: 48,772 shares; 2025Q2: 48,794 shares; 2025Q3: 42,130 shares; 2025Q4: 42,553 shares; 2026Q1: 39,234 shares; 2026Q2: 39,317 shares 39,317 $1.37M 0.07% +83 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: 8,446 shares; 2024Q4: 25,195 shares; 2025Q1: 21,481 shares; 2025Q2: 18,689 shares; 2025Q3: 17,257 shares; 2025Q4: 16,353 shares; 2026Q1: 46,452 shares; 2026Q2: 43,829 shares 43,829 $1.36M 0.07% -2,623 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,201 shares; 2025Q1: 38,295 shares; 2025Q2: 40,026 shares; 2025Q3: 43,584 shares; 2025Q4: 47,999 shares; 2026Q1: 49,610 shares; 2026Q2: 49,717 shares 49,717 $1.36M 0.07% +107 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,581 shares; 2024Q4: 2,793 shares; 2025Q1: 2,765 shares; 2025Q2: 5,525 shares; 2025Q3: 5,841 shares; 2025Q4: 4,317 shares; 2026Q1: 10,292 shares; 2026Q2: 9,445 shares 9,445 $1.34M 0.07% -847 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: 31,812 shares; 2024Q4: 32,427 shares; 2025Q1: 32,736 shares; 2025Q2: 37,230 shares; 2025Q3: 37,112 shares; 2025Q4: 38,042 shares; 2026Q1: 28,017 shares; 2026Q2: 27,287 shares 27,287 $1.33M 0.07% -730 Timeline HEQQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 17,839 shares; 2025Q4: 25,189 shares; 2026Q1: 22,421 shares; 2026Q2: 21,402 shares 21,402 $1.31M 0.07% -1,019 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,276 shares; 2024Q4: 10,201 shares; 2025Q1: 11,923 shares; 2025Q2: 11,518 shares; 2025Q3: 10,276 shares; 2025Q4: 9,824 shares; 2026Q1: 8,949 shares; 2026Q2: 8,918 shares 8,918 $1.31M 0.07% -31 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,501 shares; 2024Q4: 17,513 shares; 2025Q1: 17,026 shares; 2025Q2: 17,138 shares; 2025Q3: 17,533 shares; 2025Q4: 17,239 shares; 2026Q1: 17,250 shares; 2026Q2: 16,821 shares 16,821 $1.28M 0.07% -429 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: 5,227 shares; 2024Q4: 5,951 shares; 2025Q1: 6,061 shares; 2025Q2: 6,592 shares; 2025Q3: 6,543 shares; 2025Q4: 5,982 shares; 2026Q1: 6,713 shares; 2026Q2: 6,833 shares 6,833 $1.27M 0.07% +120 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: 5,290 shares; 2024Q4: 5,319 shares; 2025Q1: 5,054 shares; 2025Q2: 5,500 shares; 2025Q3: 5,315 shares; 2025Q4: 5,224 shares; 2026Q1: 5,734 shares; 2026Q2: 5,737 shares 5,737 $1.26M 0.07% +3 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,009 shares; 2024Q4: 502,240 shares; 2025Q1: 527,017 shares; 2025Q2: 533,103 shares; 2025Q3: 226,485 shares; 2025Q4: 118,131 shares; 2026Q1: 49,914 shares; 2026Q2: 31,858 shares 31,858 $1.26M 0.07% -18,056 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: 9,198 shares; 2024Q4: 9,310 shares; 2025Q1: 10,185 shares; 2025Q2: 12,550 shares; 2025Q3: 13,972 shares; 2025Q4: 14,676 shares; 2026Q1: 15,029 shares; 2026Q2: 15,139 shares 15,139 $1.25M 0.07% +110 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: 26,568 shares; 2024Q4: 26,262 shares; 2025Q1: 25,956 shares; 2025Q2: 27,695 shares; 2025Q3: 27,812 shares; 2025Q4: 23,309 shares; 2026Q1: 22,288 shares; 2026Q2: 21,669 shares 21,669 $1.25M 0.07% -619 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: 955 shares; 2025Q3: 1,658 shares; 2025Q4: 1,533 shares; 2026Q1: 2,466 shares; 2026Q2: 2,466 shares 2,466 $1.25M 0.07% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 3,416 shares; 2026Q1: 3,412 shares; 2026Q2: 3,412 shares 3,412 $1.23M 0.07% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,080 shares; 2025Q2: 1,040 shares; 2025Q3: 1,050 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 1,070 shares 1,070 $1.21M 0.06% -4 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: 13,813 shares; 2024Q4: 13,651 shares; 2025Q1: 13,196 shares; 2025Q2: 13,708 shares; 2025Q3: 13,615 shares; 2025Q4: 13,031 shares; 2026Q1: 16,264 shares; 2026Q2: 13,040 shares 13,040 $1.2M 0.06% -3,224 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,462 shares; 2024Q4: 49,512 shares; 2025Q1: 45,875 shares; 2025Q2: 46,122 shares; 2025Q3: 43,791 shares; 2025Q4: 37,413 shares; 2026Q1: 40,427 shares; 2026Q2: 43,869 shares 43,869 $1.19M 0.06% +3,442 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: 13,440 shares; 2024Q4: 12,454 shares; 2025Q1: 12,724 shares; 2025Q2: 12,239 shares; 2025Q3: 13,991 shares; 2025Q4: 13,289 shares; 2026Q1: 14,250 shares; 2026Q2: 14,321 shares 14,321 $1.19M 0.06% +71 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: 6,871 shares; 2024Q4: 6,873 shares; 2025Q1: 6,875 shares; 2025Q2: 7,189 shares; 2025Q3: 7,226 shares; 2025Q4: 7,234 shares; 2026Q1: 7,243 shares; 2026Q2: 7,247 shares 7,247 $1.18M 0.06% +4 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,754 shares; 2024Q4: 4,754 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares; 2025Q3: 4,308 shares; 2025Q4: 10,251 shares; 2026Q1: 10,431 shares; 2026Q2: 12,215 shares 12,215 $1.18M 0.06% +1,784 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,664 shares; 2024Q4: 11,665 shares; 2025Q1: 11,776 shares; 2025Q2: 11,750 shares; 2025Q3: 13,129 shares; 2025Q4: 14,506 shares; 2026Q1: 14,803 shares; 2026Q2: 14,712 shares 14,712 $1.18M 0.06% -91 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 4,549 shares; 2025Q1: 4,837 shares; 2025Q2: 4,951 shares; 2025Q3: 5,477 shares; 2025Q4: 5,581 shares; 2026Q1: 5,662 shares; 2026Q2: 6,578 shares 6,578 $1.18M 0.06% +916 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,888 shares; 2024Q4: 29,010 shares; 2025Q1: 28,984 shares; 2025Q2: 24,852 shares; 2025Q3: 25,384 shares; 2025Q4: 24,026 shares; 2026Q1: 22,467 shares; 2026Q2: 23,585 shares 23,585 $1.18M 0.06% +1,118 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,899 shares; 2026Q1: 27,382 shares; 2026Q2: 23,323 shares 23,323 $1.18M 0.06% -4,059 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: 8,679 shares; 2024Q4: 8,716 shares; 2025Q1: 5,836 shares; 2025Q2: 9,100 shares; 2025Q3: 9,778 shares; 2025Q4: 13,513 shares; 2026Q1: 13,518 shares; 2026Q2: 13,746 shares 13,746 $1.18M 0.06% +228 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,578 shares; 2024Q4: 10,788 shares; 2025Q1: 13,147 shares; 2025Q2: 13,147 shares; 2025Q3: 12,056 shares; 2025Q4: 12,931 shares; 2026Q1: 14,752 shares; 2026Q2: 13,519 shares 13,519 $1.17M 0.06% -1,233 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: 14,268 shares; 2024Q4: 15,192 shares; 2025Q1: 22,206 shares; 2025Q2: 19,658 shares; 2025Q3: 20,671 shares; 2025Q4: 22,674 shares; 2026Q1: 22,297 shares; 2026Q2: 21,766 shares 21,766 $1.17M 0.06% -531 Timeline SCHR 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: 27,938 shares; 2024Q4: 42,681 shares; 2025Q1: 42,962 shares; 2025Q2: 43,146 shares; 2025Q3: 44,410 shares; 2025Q4: 45,841 shares; 2026Q1: 43,928 shares; 2026Q2: 46,897 shares 46,897 $1.16M 0.06% +2,969 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: 4,893 shares; 2024Q4: 4,752 shares; 2025Q1: 4,930 shares; 2025Q2: 6,933 shares; 2025Q3: 6,857 shares; 2025Q4: 7,671 shares; 2026Q1: 11,846 shares; 2026Q2: 11,173 shares 11,173 $1.16M 0.06% -673 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: 3,734 shares; 2024Q4: 3,734 shares; 2025Q1: 5,819 shares; 2025Q2: 3,774 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares; 2026Q1: 3,774 shares; 2026Q2: 3,768 shares 3,768 $1.15M 0.06% -6 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 22,658 shares; 2026Q1: 29,248 shares; 2026Q2: 39,229 shares 39,229 $1.15M 0.06% +9,981 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 31,730 shares; 2026Q1: 34,699 shares; 2026Q2: 34,699 shares 34,699 $1.14M 0.06% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,973 shares; 2024Q4: 6,129 shares; 2025Q1: 6,424 shares; 2025Q2: 6,361 shares; 2025Q3: 6,631 shares; 2025Q4: 6,551 shares; 2026Q1: 6,729 shares; 2026Q2: 7,533 shares 7,533 $1.14M 0.06% +804 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,823 shares; 2024Q4: 17,774 shares; 2025Q1: 27,827 shares; 2025Q2: 32,687 shares; 2025Q3: 36,389 shares; 2025Q4: 44,925 shares; 2026Q1: 49,071 shares; 2026Q2: 50,812 shares 50,812 $1.13M 0.06% +1,741 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 746 shares; 2025Q1: 1,573 shares; 2025Q2: 2,336 shares; 2025Q3: 2,290 shares; 2025Q4: 2,164 shares; 2026Q1: 1,728 shares; 2026Q2: 1,414 shares 1,414 $1.12M 0.06% -314 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: 15,835 shares; 2024Q4: 6,736 shares; 2025Q1: 6,736 shares; 2025Q2: 8,497 shares; 2025Q3: 9,524 shares; 2025Q4: 12,677 shares; 2026Q1: 11,318 shares; 2026Q2: 10,755 shares 10,755 $1.12M 0.06% -563 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,063 shares; 2024Q4: 11,516 shares; 2025Q1: 12,293 shares; 2025Q2: 10,025 shares; 2025Q3: 9,964 shares; 2025Q4: 9,964 shares; 2026Q1: 9,972 shares; 2026Q2: 10,203 shares 10,203 $1.12M 0.06% +231 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: 17,428 shares; 2024Q4: 20,445 shares; 2025Q1: 19,254 shares; 2025Q2: 17,831 shares; 2025Q3: 16,071 shares; 2025Q4: 13,790 shares; 2026Q1: 14,482 shares; 2026Q2: 13,913 shares 13,913 $1.11M 0.06% -569 Timeline SPHD 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: 8,042 shares; 2024Q4: 16,005 shares; 2025Q1: 16,281 shares; 2025Q2: 16,303 shares; 2025Q3: 16,385 shares; 2025Q4: 16,548 shares; 2026Q1: 18,346 shares; 2026Q2: 21,836 shares 21,836 $1.11M 0.06% +3,490 Timeline HGBL HERITAGE GLOBAL INC More: the full row for HERITAGE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059,304 shares; 2024Q4: 1,009,304 shares; 2025Q1: 922,304 shares; 2025Q2: 917,304 shares; 2025Q3: 917,304 shares; 2025Q4: 917,304 shares; 2026Q1: 917,304 shares; 2026Q2: 917,304 shares 917,304 $1.11M 0.06% 0 Timeline FXO 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: 19,198 shares; 2024Q4: 19,033 shares; 2025Q1: 18,754 shares; 2025Q2: 19,733 shares; 2025Q3: 18,464 shares; 2025Q4: 17,101 shares; 2026Q1: 16,964 shares; 2026Q2: 17,749 shares 17,749 $1.11M 0.06% +785 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,110 shares; 2024Q4: 38,414 shares; 2025Q1: 36,778 shares; 2025Q2: 35,830 shares; 2025Q3: 45,870 shares; 2025Q4: 41,722 shares; 2026Q1: 38,089 shares; 2026Q2: 36,937 shares 36,937 $1.11M 0.06% -1,152 Timeline FTSL 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: 7,748 shares; 2024Q4: 22,144 shares; 2025Q1: 22,757 shares; 2025Q2: 22,932 shares; 2025Q3: 20,261 shares; 2025Q4: 19,649 shares; 2026Q1: 22,168 shares; 2026Q2: 24,679 shares 24,679 $1.1M 0.06% +2,511 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,494 shares; 2025Q1: 25,966 shares; 2025Q2: 25,967 shares; 2025Q3: 25,968 shares; 2025Q4: 26,577 shares; 2026Q1: 26,578 shares; 2026Q2: 25,969 shares 25,969 $1.1M 0.06% -609 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,490 shares; 2024Q4: 124,501 shares; 2025Q1: 97,512 shares; 2025Q2: 94,323 shares; 2025Q3: 97,332 shares; 2025Q4: 97,843 shares; 2026Q1: 99,355 shares; 2026Q2: 100,665 shares 100,665 $1.09M 0.06% +1,310 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 9,113 shares; 2025Q4: 25,734 shares; 2026Q1: 32,666 shares; 2026Q2: 34,075 shares 34,075 $1.08M 0.06% +1,409 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,020 shares; 2024Q4: 4,880 shares; 2025Q1: 5,111 shares; 2025Q2: 5,685 shares; 2025Q3: 5,845 shares; 2025Q4: 4,494 shares; 2026Q1: 7,205 shares; 2026Q2: 8,305 shares 8,305 $1.08M 0.06% +1,100 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares; 2026Q1: 594 shares; 2026Q2: 541 shares 541 $1.07M 0.06% -53 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,618 shares; 2024Q4: 11,618 shares; 2025Q1: 11,618 shares; 2025Q2: 11,618 shares; 2025Q3: 11,618 shares; 2025Q4: 11,788 shares; 2026Q1: 11,788 shares; 2026Q2: 11,788 shares 11,788 $1.07M 0.06% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,101 shares; 2026Q1: 1,646 shares; 2026Q2: 1,727 shares 1,727 $1.07M 0.06% +81 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,840 shares; 2024Q4: 5,790 shares; 2025Q1: 5,943 shares; 2025Q2: 6,993 shares; 2025Q3: 6,830 shares; 2025Q4: 6,838 shares; 2026Q1: 7,677 shares; 2026Q2: 7,730 shares 7,730 $1.06M 0.06% +53 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: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares; 2026Q2: 2,877 shares 2,877 $1.05M 0.06% -7 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,671 shares; 2024Q4: 11,803 shares; 2025Q1: 11,144 shares; 2025Q2: 11,145 shares; 2025Q3: 10,384 shares; 2025Q4: 10,384 shares; 2026Q1: 10,385 shares; 2026Q2: 10,385 shares 10,385 $1.05M 0.06% 0 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: 7,098 shares; 2024Q4: 7,011 shares; 2025Q1: 7,527 shares; 2025Q2: 7,617 shares; 2025Q3: 8,465 shares; 2025Q4: 8,780 shares; 2026Q1: 8,474 shares; 2026Q2: 8,281 shares 8,281 $1.05M 0.06% -193 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: 16,172 shares; 2024Q4: 17,397 shares; 2025Q1: 18,017 shares; 2025Q2: 17,677 shares; 2025Q3: 16,647 shares; 2025Q4: 13,757 shares; 2026Q1: 13,265 shares; 2026Q2: 12,989 shares 12,989 $1.05M 0.06% -276 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,458 shares; 2024Q4: 6,916 shares; 2025Q1: 6,918 shares; 2025Q2: 7,106 shares; 2025Q3: 7,065 shares; 2025Q4: 7,067 shares; 2026Q1: 6,466 shares; 2026Q2: 6,401 shares 6,401 $1.04M 0.06% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,980 shares; 2025Q3: 6,144 shares; 2025Q4: 6,291 shares; 2026Q1: 7,946 shares; 2026Q2: 8,153 shares 8,153 $1.04M 0.06% +207 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,597 shares; 2024Q4: 68,234 shares; 2025Q1: 73,259 shares; 2025Q2: 79,709 shares; 2025Q3: 204,968 shares; 2025Q4: 96,710 shares; 2026Q1: 71,376 shares; 2026Q2: 51,093 shares 51,093 $1.04M 0.06% -20,283 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,286 shares; 2024Q4: 13,622 shares; 2025Q1: 13,914 shares; 2025Q2: 13,053 shares; 2025Q3: 13,194 shares; 2025Q4: 12,878 shares; 2026Q1: 13,995 shares; 2026Q2: 13,504 shares 13,504 $1.04M 0.06% -491 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: 88,464 shares; 2026Q1: 81,024 shares; 2026Q2: 79,186 shares 79,186 $1.03M 0.05% -1,838 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: 6,868 shares; 2024Q4: 7,090 shares; 2025Q1: 7,182 shares; 2025Q2: 7,676 shares; 2025Q3: 7,553 shares; 2025Q4: 7,318 shares; 2026Q1: 7,043 shares; 2026Q2: 6,558 shares 6,558 $1.03M 0.05% -485 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: 3,615 shares; 2024Q4: 3,514 shares; 2025Q1: 4,350 shares; 2025Q2: 3,658 shares; 2025Q3: 5,713 shares; 2025Q4: 6,068 shares; 2026Q1: 7,381 shares; 2026Q2: 7,983 shares 7,983 $1.01M 0.05% +602 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 14,615 shares; 2025Q1: 17,252 shares; 2025Q2: 16,519 shares; 2025Q3: 17,354 shares; 2025Q4: 17,990 shares; 2026Q1: 19,310 shares; 2026Q2: 20,646 shares 20,646 $981K 0.05% +1,336 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: 10,681 shares; 2024Q4: 10,559 shares; 2025Q1: 10,588 shares; 2025Q2: 9,664 shares; 2025Q3: 9,663 shares; 2025Q4: 9,897 shares; 2026Q1: 9,760 shares; 2026Q2: 10,799 shares 10,799 $980K 0.05% +1,039 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: 84,813 shares; 2026Q2: 83,655 shares 83,655 $970K 0.05% -1,158 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,008 shares; 2026Q1: 25,851 shares; 2026Q2: 18,220 shares 18,220 $969K 0.05% -7,631 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: 14,743 shares; 2024Q4: 13,675 shares; 2025Q1: 13,145 shares; 2025Q2: 12,555 shares; 2025Q3: 11,576 shares; 2025Q4: 10,628 shares; 2026Q1: 9,947 shares; 2026Q2: 8,628 shares 8,628 $969K 0.05% -1,319 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: 3,648 shares; 2024Q4: 4,229 shares; 2025Q1: 4,933 shares; 2025Q2: 4,856 shares; 2025Q3: 8,941 shares; 2025Q4: 8,093 shares; 2026Q1: 8,110 shares; 2026Q2: 9,573 shares 9,573 $965K 0.05% +1,463 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,481 shares; 2026Q1: 1,604 shares; 2026Q2: 1,509 shares 1,509 $964K 0.05% -95 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,854 shares; 2024Q4: 7,714 shares; 2025Q1: 7,818 shares; 2025Q2: 7,797 shares; 2025Q3: 7,948 shares; 2025Q4: 7,765 shares; 2026Q1: 7,640 shares; 2026Q2: 7,657 shares 7,657 $959K 0.05% +17 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,695 shares; 2024Q4: 16,679 shares; 2025Q1: 16,960 shares; 2025Q2: 16,078 shares; 2025Q3: 16,160 shares; 2025Q4: 16,157 shares; 2026Q1: 16,237 shares; 2026Q2: 16,241 shares 16,241 $958K 0.05% +4 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: 19,371 shares; 2024Q4: 18,804 shares; 2025Q1: 20,839 shares; 2025Q2: 19,209 shares; 2025Q3: 18,697 shares; 2025Q4: 19,515 shares; 2026Q1: 19,813 shares; 2026Q2: 18,213 shares 18,213 $955K 0.05% -1,600 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: 4,766 shares; 2024Q4: 4,697 shares; 2025Q1: 4,508 shares; 2025Q2: 4,574 shares; 2025Q3: 4,198 shares; 2025Q4: 4,261 shares; 2026Q1: 3,725 shares; 2026Q2: 3,373 shares 3,373 $940K 0.05% -352 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 8,397 shares; 2025Q4: 8,097 shares; 2026Q1: 8,141 shares; 2026Q2: 5,760 shares 5,760 $934K 0.05% -2,381 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,892 shares; 2025Q4: 14,820 shares; 2026Q1: 19,946 shares; 2026Q2: 24,878 shares 24,878 $932K 0.05% +4,932 Timeline RFDA 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: 39,598 shares; 2024Q4: 37,565 shares; 2025Q1: 37,291 shares; 2025Q2: 37,312 shares; 2025Q3: 36,954 shares; 2025Q4: 36,121 shares; 2026Q1: 15,113 shares; 2026Q2: 13,151 shares 13,151 $926K 0.05% -1,962 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: 16,661 shares; 2024Q4: 15,720 shares; 2025Q1: 15,040 shares; 2025Q2: 14,676 shares; 2025Q3: 14,231 shares; 2025Q4: 12,991 shares; 2026Q1: 12,681 shares; 2026Q2: 12,216 shares 12,216 $915K 0.05% -465 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: 27,036 shares; 2024Q4: 43,522 shares; 2025Q1: 43,159 shares; 2025Q2: 42,831 shares; 2025Q3: 41,358 shares; 2025Q4: 40,993 shares; 2026Q1: 39,844 shares; 2026Q2: 39,429 shares 39,429 $912K 0.05% -415 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,283 shares; 2024Q4: 30,370 shares; 2025Q1: 30,736 shares; 2025Q2: 28,639 shares; 2025Q3: 25,767 shares; 2025Q4: 25,406 shares; 2026Q1: 25,371 shares; 2026Q2: 24,969 shares 24,969 $905K 0.05% -402 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: 4,719 shares; 2026Q2: 4,741 shares 4,741 $899K 0.05% +22 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,584 shares; 2024Q4: 42,277 shares; 2025Q1: 54,439 shares; 2025Q2: 56,000 shares; 2025Q3: 55,408 shares; 2025Q4: 50,340 shares; 2026Q1: 40,958 shares; 2026Q2: 36,588 shares 36,588 $898K 0.05% -4,370 Timeline SPLB 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: 53,070 shares; 2024Q4: 51,007 shares; 2025Q1: 53,643 shares; 2025Q2: 48,111 shares; 2025Q3: 43,260 shares; 2025Q4: 36,305 shares; 2026Q1: 42,170 shares; 2026Q2: 39,979 shares 39,979 $896K 0.05% -2,191 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,457 shares; 2024Q4: 7,440 shares; 2025Q1: 8,109 shares; 2025Q2: 8,426 shares; 2025Q3: 8,666 shares; 2025Q4: 8,537 shares; 2026Q1: 7,827 shares; 2026Q2: 7,551 shares 7,551 $893K 0.05% -276 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; 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: 202,183 shares 202,183 $890K 0.05% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,817 shares; 2024Q4: 26,718 shares; 2025Q1: 27,031 shares; 2025Q2: 26,155 shares; 2025Q3: 25,667 shares; 2025Q4: 23,943 shares; 2026Q1: 25,365 shares; 2026Q2: 25,017 shares 25,017 $886K 0.05% -348 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: not reported; 2025Q3: 1,328 shares; 2025Q4: 3,592 shares; 2026Q1: 4,315 shares; 2026Q2: 4,570 shares 4,570 $876K 0.05% +255 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,295 shares; 2025Q3: 4,718 shares; 2025Q4: 6,056 shares; 2026Q1: 5,760 shares; 2026Q2: 5,977 shares 5,977 $864K 0.05% +217 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,948 shares; 2024Q4: 3,367 shares; 2025Q1: 3,846 shares; 2025Q2: 4,277 shares; 2025Q3: 4,713 shares; 2025Q4: 5,235 shares; 2026Q1: 3,526 shares; 2026Q2: 4,543 shares 4,543 $857K 0.05% +1,017 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: 25,595 shares; 2024Q4: 25,180 shares; 2025Q1: 22,031 shares; 2025Q2: 16,406 shares; 2025Q3: 15,174 shares; 2025Q4: 21,300 shares; 2026Q1: 20,033 shares; 2026Q2: 18,733 shares 18,733 $849K 0.05% -1,300 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,898 shares; 2026Q1: 23,787 shares; 2026Q2: 21,905 shares 21,905 $840K 0.04% -1,882 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,203 shares; 2024Q4: 13,650 shares; 2025Q1: 12,420 shares; 2025Q2: 14,019 shares; 2025Q3: 11,821 shares; 2025Q4: 12,299 shares; 2026Q1: 12,965 shares; 2026Q2: 13,875 shares 13,875 $838K 0.04% +910 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,852 shares; 2024Q4: 13,051 shares; 2025Q1: 15,127 shares; 2025Q2: 12,291 shares; 2025Q3: 2,022 shares; 2025Q4: 4,119 shares; 2026Q1: 12,609 shares; 2026Q2: 11,858 shares 11,858 $831K 0.04% -751 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,329 shares; 2025Q3: 7,417 shares; 2025Q4: 8,169 shares; 2026Q1: 18,662 shares; 2026Q2: 19,611 shares 19,611 $831K 0.04% +949 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,751 shares; 2024Q4: 7,867 shares; 2025Q1: 7,595 shares; 2025Q2: 7,131 shares; 2025Q3: 7,166 shares; 2025Q4: 7,043 shares; 2026Q1: 7,013 shares; 2026Q2: 6,999 shares 6,999 $827K 0.04% -14 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: 2,933 shares; 2024Q4: 2,737 shares; 2025Q1: 2,518 shares; 2025Q2: 3,161 shares; 2025Q3: 3,014 shares; 2025Q4: 3,040 shares; 2026Q1: 3,264 shares; 2026Q2: 3,817 shares 3,817 $826K 0.04% +553 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: 4,480 shares; 2024Q4: 4,372 shares; 2025Q1: 3,851 shares; 2025Q2: 3,922 shares; 2025Q3: 3,598 shares; 2025Q4: 3,623 shares; 2026Q1: 3,308 shares; 2026Q2: 2,789 shares 2,789 $818K 0.04% -519 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: 3,610 shares 3,610 $808K 0.04% new Timeline TMFC 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: 2,780 shares; 2024Q4: 2,936 shares; 2025Q1: 2,269 shares; 2025Q2: 2,366 shares; 2025Q3: 2,504 shares; 2025Q4: 2,324 shares; 2026Q1: 1,636 shares; 2026Q2: 1,439 shares 1,439 $806K 0.04% -197 Timeline SPHB 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: 5,172 shares; 2024Q4: 5,172 shares; 2025Q1: 5,172 shares; 2025Q2: 5,172 shares; 2025Q3: 5,172 shares; 2025Q4: 5,172 shares; 2026Q1: 5,172 shares; 2026Q2: 5,172 shares 5,172 $805K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,251 shares; 2024Q4: 54,169 shares; 2025Q1: 54,678 shares; 2025Q2: 57,419 shares; 2025Q3: 57,215 shares; 2025Q4: 58,298 shares; 2026Q1: 60,342 shares; 2026Q2: 57,800 shares 57,800 $803K 0.04% -2,542 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,585 shares; 2024Q4: 5,411 shares; 2025Q1: 7,386 shares; 2025Q2: 10,164 shares; 2025Q3: 10,576 shares; 2025Q4: 11,199 shares; 2026Q1: 15,482 shares; 2026Q2: 15,638 shares 15,638 $802K 0.04% +156 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,674 shares; 2024Q4: 15,649 shares; 2025Q1: 15,125 shares; 2025Q2: 14,528 shares; 2025Q3: 12,203 shares; 2025Q4: 11,634 shares; 2026Q1: 9,422 shares; 2026Q2: 10,318 shares 10,318 $800K 0.04% +896 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 1,833 shares; 2025Q3: 2,098 shares; 2025Q4: 2,603 shares; 2026Q1: 3,048 shares; 2026Q2: 3,240 shares 3,240 $798K 0.04% +192 Timeline VIOO 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: 8,018 shares; 2024Q4: 8,043 shares; 2025Q1: 5,904 shares; 2025Q2: 5,935 shares; 2025Q3: 5,935 shares; 2025Q4: 5,957 shares; 2026Q1: 5,794 shares; 2026Q2: 5,794 shares 5,794 $797K 0.04% 0 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: 2,611 shares; 2024Q4: 2,669 shares; 2025Q1: 3,028 shares; 2025Q2: 3,069 shares; 2025Q3: 2,923 shares; 2025Q4: 3,375 shares; 2026Q1: 3,162 shares; 2026Q2: 3,511 shares 3,511 $797K 0.04% +349 Timeline ACWI 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: 2,180 shares; 2025Q3: 2,260 shares; 2025Q4: 4,581 shares; 2026Q1: 4,692 shares; 2026Q2: 5,054 shares 5,054 $793K 0.04% +362 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,252 shares; 2025Q3: 1,819 shares; 2025Q4: 2,653 shares; 2026Q1: 3,650 shares; 2026Q2: 5,668 shares 5,668 $789K 0.04% +2,018 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: 2,679 shares; 2024Q4: 2,493 shares; 2025Q1: 2,306 shares; 2025Q2: 2,281 shares; 2025Q3: 2,250 shares; 2025Q4: 2,728 shares; 2026Q1: 2,694 shares; 2026Q2: 2,636 shares 2,636 $788K 0.04% -58 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,286 shares; 2024Q4: 7,642 shares; 2025Q1: 8,040 shares; 2025Q2: 8,049 shares; 2025Q3: 8,089 shares; 2025Q4: 8,127 shares; 2026Q1: 8,174 shares; 2026Q2: 8,855 shares 8,855 $786K 0.04% +681 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: 14,170 shares; 2024Q4: 14,170 shares; 2025Q1: 14,170 shares; 2025Q2: 14,170 shares; 2025Q3: 14,170 shares; 2025Q4: 14,170 shares; 2026Q1: 14,170 shares; 2026Q2: 14,170 shares 14,170 $786K 0.04% 0 Timeline KBWB 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: 9,017 shares; 2024Q4: 8,482 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 8,444 shares; 2025Q4: 8,444 shares; 2026Q1: 8,444 shares; 2026Q2: 8,444 shares 8,444 $785K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,276 shares; 2025Q4: 1,493 shares; 2026Q1: 2,633 shares; 2026Q2: 2,661 shares 2,661 $779K 0.04% +28 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: 10,312 shares; 2024Q4: 10,050 shares; 2025Q1: 10,534 shares; 2025Q2: 9,579 shares; 2025Q3: 9,579 shares; 2025Q4: 10,455 shares; 2026Q1: 10,405 shares; 2026Q2: 10,179 shares 10,179 $772K 0.04% -226 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: 8,872 shares; 2025Q3: 8,556 shares; 2025Q4: 8,617 shares; 2026Q1: 17,000 shares; 2026Q2: 17,735 shares 17,735 $771K 0.04% +735 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,121 shares; 2024Q4: 17,092 shares; 2025Q1: 14,434 shares; 2025Q2: 14,574 shares; 2025Q3: 12,196 shares; 2025Q4: 10,243 shares; 2026Q1: 10,196 shares; 2026Q2: 8,248 shares 8,248 $770K 0.04% -1,948 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,493 shares 4,493 $768K 0.04% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,717 shares; 2024Q4: 8,002 shares; 2025Q1: 9,041 shares; 2025Q2: 9,936 shares; 2025Q3: 10,620 shares; 2025Q4: 10,324 shares; 2026Q1: 8,618 shares; 2026Q2: 7,786 shares 7,786 $766K 0.04% -832 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,253 shares; 2024Q4: 14,382 shares; 2025Q1: 14,382 shares; 2025Q2: 14,382 shares; 2025Q3: 14,382 shares; 2025Q4: 63,042 shares; 2026Q1: 63,042 shares; 2026Q2: 63,042 shares 63,042 $764K 0.04% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,434 shares; 2024Q4: 18,047 shares; 2025Q1: 16,786 shares; 2025Q2: 16,518 shares; 2025Q3: 16,066 shares; 2025Q4: 16,013 shares; 2026Q1: 15,517 shares; 2026Q2: 15,623 shares 15,623 $763K 0.04% +106 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: 1,194 shares; 2024Q4: 1,228 shares; 2025Q1: 1,205 shares; 2025Q2: 1,352 shares; 2025Q3: 1,371 shares; 2025Q4: 1,454 shares; 2026Q1: 1,416 shares; 2026Q2: 1,824 shares 1,824 $757K 0.04% +408 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,986 shares; 2025Q4: 14,185 shares; 2026Q1: 13,489 shares; 2026Q2: 25,895 shares 25,895 $751K 0.04% +12,406 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,888 shares; 2025Q1: 3,192 shares; 2025Q2: 3,399 shares; 2025Q3: 3,073 shares; 2025Q4: 2,960 shares; 2026Q1: 2,908 shares; 2026Q2: 2,766 shares 2,766 $748K 0.04% -142 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,357 shares; 2025Q1: 1,298 shares; 2025Q2: 1,300 shares; 2025Q3: 1,339 shares; 2025Q4: 1,456 shares; 2026Q1: 1,608 shares; 2026Q2: 1,505 shares 1,505 $748K 0.04% -103 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,519 shares; 2024Q4: 37,086 shares; 2025Q1: 37,434 shares; 2025Q2: 39,093 shares; 2025Q3: 39,452 shares; 2025Q4: 38,898 shares; 2026Q1: 40,631 shares; 2026Q2: 40,291 shares 40,291 $747K 0.04% -340 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,995 shares; 2024Q4: 97,395 shares; 2025Q1: 101,875 shares; 2025Q2: 141,875 shares; 2025Q3: 144,234 shares; 2025Q4: 102,815 shares; 2026Q1: 102,815 shares; 2026Q2: 97,765 shares 97,765 $744K 0.04% -5,050 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: 4,437 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,515 shares; 2025Q3: 4,344 shares; 2025Q4: 4,284 shares; 2026Q1: 4,284 shares; 2026Q2: 4,284 shares 4,284 $743K 0.04% 0 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: 17,051 shares; 2024Q4: 17,051 shares; 2025Q1: 17,051 shares; 2025Q2: 20,283 shares; 2025Q3: 22,750 shares; 2025Q4: 22,825 shares; 2026Q1: 23,466 shares; 2026Q2: 24,138 shares 24,138 $729K 0.04% +672 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: 8,300 shares; 2024Q4: 8,312 shares; 2025Q1: 8,473 shares; 2025Q2: 8,247 shares; 2025Q3: 7,660 shares; 2025Q4: 7,653 shares; 2026Q1: 8,121 shares; 2026Q2: 7,622 shares 7,622 $729K 0.04% -499 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,256 shares; 2024Q4: 7,587 shares; 2025Q1: 8,575 shares; 2025Q2: 16,928 shares; 2025Q3: 17,533 shares; 2025Q4: 17,074 shares; 2026Q1: 16,173 shares; 2026Q2: 15,091 shares 15,091 $725K 0.04% -1,082 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: 20,941 shares; 2024Q4: 26,858 shares; 2025Q1: 51,548 shares; 2025Q2: 49,864 shares; 2025Q3: 48,602 shares; 2025Q4: 33,280 shares; 2026Q1: 18,356 shares; 2026Q2: 14,609 shares 14,609 $724K 0.04% -3,747 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,889 shares; 2024Q4: 3,889 shares; 2025Q1: 3,922 shares; 2025Q2: 3,889 shares; 2025Q3: 3,908 shares; 2025Q4: 3,908 shares; 2026Q1: 3,908 shares; 2026Q2: 3,908 shares 3,908 $724K 0.04% 0 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: 2,040 shares; 2024Q4: 4,274 shares; 2025Q1: 4,662 shares; 2025Q2: 4,588 shares; 2025Q3: 5,098 shares; 2025Q4: 5,108 shares; 2026Q1: 6,295 shares; 2026Q2: 6,277 shares 6,277 $721K 0.04% -18 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,837 shares; 2024Q4: 6,913 shares; 2025Q1: 6,857 shares; 2025Q2: 6,728 shares; 2025Q3: 6,764 shares; 2025Q4: 6,535 shares; 2026Q1: 6,509 shares; 2026Q2: 6,467 shares 6,467 $719K 0.04% -42 Timeline SPGP 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: 2,679 shares; 2024Q4: 2,679 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,854 shares 5,854 $716K 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,195 shares; 2024Q4: not reported; 2025Q1: 3,619 shares; 2025Q2: 5,406 shares; 2025Q3: 7,150 shares; 2025Q4: 8,126 shares; 2026Q1: 8,002 shares; 2026Q2: 11,513 shares 11,513 $713K 0.04% +3,511 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,537 shares; 2024Q4: 10,647 shares; 2025Q1: 10,647 shares; 2025Q2: 10,551 shares; 2025Q3: 10,549 shares; 2025Q4: 9,959 shares; 2026Q1: 9,959 shares; 2026Q2: 9,963 shares 9,963 $708K 0.04% +4 Timeline RIGS 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: 65,384 shares; 2024Q4: 58,529 shares; 2025Q1: 58,529 shares; 2025Q2: 57,531 shares; 2025Q3: 53,383 shares; 2025Q4: 38,120 shares; 2026Q1: 38,090 shares; 2026Q2: 30,910 shares 30,910 $704K 0.04% -7,180 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: 4,654 shares; 2024Q4: 4,633 shares; 2025Q1: 9,565 shares; 2025Q2: 4,356 shares; 2025Q3: 4,302 shares; 2025Q4: 5,650 shares; 2026Q1: 6,108 shares; 2026Q2: 5,975 shares 5,975 $701K 0.04% -133 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,641 shares; 2025Q3: 5,544 shares; 2025Q4: 6,959 shares; 2026Q1: 8,632 shares; 2026Q2: 9,372 shares 9,372 $697K 0.04% +740 Timeline BBCA 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: 7,547 shares; 2024Q4: 7,622 shares; 2025Q1: 7,622 shares; 2025Q2: 7,659 shares; 2025Q3: 7,659 shares; 2025Q4: 7,023 shares; 2026Q1: 7,008 shares; 2026Q2: 7,008 shares 7,008 $697K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,228 shares; 2024Q4: 4,302 shares; 2025Q1: 5,316 shares; 2025Q2: 5,782 shares; 2025Q3: 5,658 shares; 2025Q4: 5,894 shares; 2026Q1: 6,907 shares; 2026Q2: 7,405 shares 7,405 $694K 0.04% +498 Timeline IBHF 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: 22,128 shares; 2025Q3: 26,462 shares; 2025Q4: 29,965 shares; 2026Q1: 30,223 shares; 2026Q2: 30,443 shares 30,443 $690K 0.04% +220 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: not reported; 2024Q4: 1,398 shares; 2025Q1: 1,584 shares; 2025Q2: 1,858 shares; 2025Q3: 2,185 shares; 2025Q4: 2,478 shares; 2026Q1: 2,652 shares; 2026Q2: 2,772 shares 2,772 $689K 0.04% +120 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,589 shares; 2025Q4: 19,203 shares; 2026Q1: 24,955 shares; 2026Q2: 25,982 shares 25,982 $680K 0.04% +1,027 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 448 shares; 2025Q1: 440 shares; 2025Q2: 401 shares; 2025Q3: 402 shares; 2025Q4: 391 shares; 2026Q1: 410 shares; 2026Q2: 400 shares 400 $679K 0.04% -10 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: 2,083 shares; 2024Q4: 2,642 shares; 2025Q1: 2,223 shares; 2025Q2: 4,062 shares; 2025Q3: 4,803 shares; 2025Q4: 6,774 shares; 2026Q1: 6,899 shares; 2026Q2: 6,731 shares 6,731 $678K 0.04% -168 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: 3,206 shares; 2024Q4: 3,237 shares; 2025Q1: 3,377 shares; 2025Q2: 3,377 shares; 2025Q3: 3,432 shares; 2025Q4: 3,458 shares; 2026Q1: 3,457 shares; 2026Q2: 3,393 shares 3,393 $670K 0.04% -64 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,553 shares; 2024Q4: 24,865 shares; 2025Q1: 26,477 shares; 2025Q2: 26,477 shares; 2025Q3: 24,520 shares; 2025Q4: 23,378 shares; 2026Q1: 22,769 shares; 2026Q2: 16,629 shares 16,629 $670K 0.04% -6,140 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,519 shares; 2026Q2: 2,508 shares 2,508 $670K 0.04% -11 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: 3,359 shares; 2024Q4: 3,474 shares; 2025Q1: 3,522 shares; 2025Q2: 3,962 shares; 2025Q3: 3,275 shares; 2025Q4: 3,482 shares; 2026Q1: 3,280 shares; 2026Q2: 3,024 shares 3,024 $668K 0.04% -256 Timeline SCHO 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: 33,567 shares; 2024Q4: 63,214 shares; 2025Q1: 61,965 shares; 2025Q2: 62,775 shares; 2025Q3: 63,348 shares; 2025Q4: 44,292 shares; 2026Q1: 31,373 shares; 2026Q2: 27,315 shares 27,315 $659K 0.04% -4,058 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: 11,081 shares; 2024Q4: 10,407 shares; 2025Q1: 9,406 shares; 2025Q2: 9,290 shares; 2025Q3: 8,937 shares; 2025Q4: 7,453 shares; 2026Q1: 6,989 shares; 2026Q2: 6,890 shares 6,890 $647K 0.03% -99 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,596 shares; 2024Q4: 40,874 shares; 2025Q1: 40,811 shares; 2025Q2: 40,828 shares; 2025Q3: 40,846 shares; 2025Q4: 48,679 shares; 2026Q1: 48,690 shares; 2026Q2: 44,708 shares 44,708 $643K 0.03% -3,982 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: 4,669 shares; 2024Q4: 4,619 shares; 2025Q1: 4,279 shares; 2025Q2: 4,419 shares; 2025Q3: 4,192 shares; 2025Q4: 3,955 shares; 2026Q1: 4,284 shares; 2026Q2: 4,213 shares 4,213 $641K 0.03% -71 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: 1,464 shares; 2024Q4: 1,356 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,252 shares; 2025Q4: 1,925 shares; 2026Q1: 2,560 shares; 2026Q2: 2,635 shares 2,635 $639K 0.03% +75 Timeline SCHI 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: 25,930 shares; 2024Q4: 30,172 shares; 2025Q1: 30,132 shares; 2025Q2: 30,107 shares; 2025Q3: 28,266 shares; 2025Q4: 28,219 shares; 2026Q1: 28,183 shares; 2026Q2: 28,199 shares 28,199 $638K 0.03% +16 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,739 shares; 2026Q2: 15,698 shares 15,698 $637K 0.03% +1,959 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,829 shares; 2024Q4: 2,992 shares; 2025Q1: 4,001 shares; 2025Q2: 4,566 shares; 2025Q3: 5,450 shares; 2025Q4: 5,617 shares; 2026Q1: 6,561 shares; 2026Q2: 7,516 shares 7,516 $636K 0.03% +955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 312 shares; 2025Q4: 251 shares; 2026Q1: 350 shares; 2026Q2: 2,091 shares 2,091 $631K 0.03% +1,741 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,810 shares; 2025Q2: 1,896 shares; 2025Q3: 1,992 shares; 2025Q4: 2,345 shares; 2026Q1: 2,436 shares; 2026Q2: 2,343 shares 2,343 $630K 0.03% -93 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: 4,203 shares; 2024Q4: 4,056 shares; 2025Q1: 4,395 shares; 2025Q2: 4,551 shares; 2025Q3: 4,639 shares; 2025Q4: 4,651 shares; 2026Q1: 4,893 shares; 2026Q2: 5,055 shares 5,055 $629K 0.03% +162 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,012 shares; 2025Q1: 2,198 shares; 2025Q2: 2,284 shares; 2025Q3: 2,400 shares; 2025Q4: 1,685 shares; 2026Q1: 1,671 shares; 2026Q2: 1,899 shares 1,899 $626K 0.03% +228 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,540 shares; 2024Q4: 13,569 shares; 2025Q1: 13,569 shares; 2025Q2: 18,829 shares; 2025Q3: 19,321 shares; 2025Q4: 22,233 shares; 2026Q1: 24,597 shares; 2026Q2: 25,769 shares 25,769 $624K 0.03% +1,172 Timeline PRF 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: 6,183 shares; 2024Q4: 6,004 shares; 2025Q1: 7,037 shares; 2025Q2: 8,419 shares; 2025Q3: 9,345 shares; 2025Q4: 10,301 shares; 2026Q1: 11,061 shares; 2026Q2: 11,533 shares 11,533 $623K 0.03% +472 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: 6,404 shares; 2024Q4: 7,487 shares; 2025Q1: 7,132 shares; 2025Q2: 7,876 shares; 2025Q3: 5,848 shares; 2025Q4: 5,343 shares; 2026Q1: 4,527 shares; 2026Q2: 4,759 shares 4,759 $622K 0.03% +232 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,354 shares; 2024Q4: 24,132 shares; 2025Q1: 22,410 shares; 2025Q2: 17,954 shares; 2025Q3: 14,411 shares; 2025Q4: 13,436 shares; 2026Q1: 12,699 shares; 2026Q2: 12,084 shares 12,084 $621K 0.03% -615 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,773 shares; 2024Q4: 44,773 shares; 2025Q1: 44,773 shares; 2025Q2: 44,773 shares; 2025Q3: 44,773 shares; 2025Q4: 44,773 shares; 2026Q1: 44,773 shares; 2026Q2: 44,773 shares 44,773 $619K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,405 shares; 2024Q4: 1,908 shares; 2025Q1: 1,882 shares; 2025Q2: 2,230 shares; 2025Q3: 2,195 shares; 2025Q4: 2,176 shares; 2026Q1: 2,248 shares; 2026Q2: 2,613 shares 2,613 $617K 0.03% +365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,561 shares 2,561 $612K 0.03% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,900 shares 4,900 $611K 0.03% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 423 shares; 2025Q1: 456 shares; 2025Q2: 990 shares; 2025Q3: 1,095 shares; 2025Q4: 1,093 shares; 2026Q1: 1,523 shares; 2026Q2: 1,459 shares 1,459 $608K 0.03% -64 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,459 shares 5,459 $603K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,734 shares; 2024Q4: 8,292 shares; 2025Q1: 11,181 shares; 2025Q2: 12,115 shares; 2025Q3: 8,165 shares; 2025Q4: 7,427 shares; 2026Q1: 6,915 shares; 2026Q2: 6,559 shares 6,559 $601K 0.03% -356 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $600K 0.03% new 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: 5,123 shares; 2024Q4: 5,103 shares; 2025Q1: 4,851 shares; 2025Q2: 4,794 shares; 2025Q3: 4,880 shares; 2025Q4: 4,831 shares; 2026Q1: 4,700 shares; 2026Q2: 4,551 shares 4,551 $599K 0.03% -149 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 937 shares; 2025Q3: 913 shares; 2025Q4: 897 shares; 2026Q1: 898 shares; 2026Q2: 5,000 shares 5,000 $598K 0.03% +4,102 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: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 3,043 shares; 2025Q2: 2,217 shares; 2025Q3: 2,043 shares; 2025Q4: 2,350 shares; 2026Q1: 2,382 shares; 2026Q2: 2,511 shares 2,511 $597K 0.03% +129 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: 6,994 shares; 2024Q4: 7,231 shares; 2025Q1: 8,374 shares; 2025Q2: 8,856 shares; 2025Q3: 8,058 shares; 2025Q4: 8,214 shares; 2026Q1: 9,041 shares; 2026Q2: 8,225 shares 8,225 $594K 0.03% -816 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,937 shares; 2026Q1: 9,146 shares; 2026Q2: 9,528 shares 9,528 $592K 0.03% +382 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,155 shares; 2024Q4: 7,067 shares; 2025Q1: 11,031 shares; 2025Q2: 7,386 shares; 2025Q3: 6,716 shares; 2025Q4: 7,040 shares; 2026Q1: 7,062 shares; 2026Q2: 7,069 shares 7,069 $587K 0.03% +7 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,672 shares; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 3,594 shares; 2025Q4: 3,776 shares; 2026Q1: 3,914 shares; 2026Q2: 4,306 shares 4,306 $586K 0.03% +392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 874 shares; 2025Q4: 1,635 shares; 2026Q1: 1,607 shares; 2026Q2: 1,594 shares 1,594 $583K 0.03% -13 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,998 shares; 2026Q1: 9,998 shares; 2026Q2: 10,669 shares 10,669 $583K 0.03% +671 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,584 shares; 2026Q1: 12,651 shares; 2026Q2: 12,651 shares 12,651 $581K 0.03% 0 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: 9,007 shares; 2024Q4: 8,343 shares; 2025Q1: 8,471 shares; 2025Q2: 7,680 shares; 2025Q3: 7,040 shares; 2025Q4: 7,040 shares; 2026Q1: 3,844 shares; 2026Q2: 5,324 shares 5,324 $581K 0.03% +1,480 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,112 shares; 2025Q3: 12,249 shares; 2025Q4: 12,249 shares; 2026Q1: 13,818 shares; 2026Q2: 22,665 shares 22,665 $581K 0.03% +8,847 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: 3,877 shares; 2024Q4: 3,340 shares; 2025Q1: 3,150 shares; 2025Q2: 3,146 shares; 2025Q3: 3,035 shares; 2025Q4: 2,568 shares; 2026Q1: 2,549 shares; 2026Q2: 2,587 shares 2,587 $576K 0.03% +38 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,284 shares; 2025Q1: 3,276 shares; 2025Q2: 3,363 shares; 2025Q3: 3,320 shares; 2025Q4: 3,531 shares; 2026Q1: 3,579 shares; 2026Q2: 3,596 shares 3,596 $575K 0.03% +17 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,388 shares 3,388 $575K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,730 shares 12,730 $574K 0.03% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,318 shares; 2024Q4: 51,617 shares; 2025Q1: 56,138 shares; 2025Q2: 56,360 shares; 2025Q3: 59,468 shares; 2025Q4: 54,871 shares; 2026Q1: 37,116 shares; 2026Q2: 35,905 shares 35,905 $574K 0.03% -1,211 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: not reported; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 4,434 shares; 2025Q3: 3,082 shares; 2025Q4: 3,571 shares; 2026Q1: 3,924 shares; 2026Q2: 4,844 shares 4,844 $565K 0.03% +920 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,403 shares; 2024Q4: 2,336 shares; 2025Q1: 2,209 shares; 2025Q2: 2,125 shares; 2025Q3: 1,856 shares; 2025Q4: 1,763 shares; 2026Q1: 1,701 shares; 2026Q2: 1,769 shares 1,769 $557K 0.03% +68 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: 5,152 shares; 2024Q4: 5,152 shares; 2025Q1: 6,726 shares; 2025Q2: 11,679 shares; 2025Q3: 11,630 shares; 2025Q4: 11,873 shares; 2026Q1: 10,716 shares; 2026Q2: 10,259 shares 10,259 $556K 0.03% -457 Timeline CATH 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: 5,442 shares; 2024Q4: 6,042 shares; 2025Q1: 6,094 shares; 2025Q2: 6,109 shares; 2025Q3: 6,124 shares; 2025Q4: 6,150 shares; 2026Q1: 6,242 shares; 2026Q2: 6,280 shares 6,280 $556K 0.03% +38 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,390 shares; 2024Q4: 31,398 shares; 2025Q1: 32,006 shares; 2025Q2: 33,215 shares; 2025Q3: 33,564 shares; 2025Q4: 32,564 shares; 2026Q1: 27,214 shares; 2026Q2: 22,573 shares 22,573 $553K 0.03% -4,641 NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,050 shares; 2025Q4: 24,513 shares; 2026Q1: 25,267 shares; 2026Q2: 24,646 shares 24,646 $551K 0.03% -621 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: 6,871 shares; 2024Q4: 7,134 shares; 2025Q1: 7,396 shares; 2025Q2: 7,613 shares; 2025Q3: 7,616 shares; 2025Q4: 7,828 shares; 2026Q1: 7,927 shares; 2026Q2: 8,015 shares 8,015 $547K 0.03% +88 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,574 shares; 2026Q1: 10,750 shares; 2026Q2: 11,279 shares 11,279 $547K 0.03% +529 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: 20,888 shares; 2024Q4: 24,255 shares; 2025Q1: 25,192 shares; 2025Q2: 25,207 shares; 2025Q3: 25,230 shares; 2025Q4: 25,073 shares; 2026Q1: 25,148 shares; 2026Q2: 24,931 shares 24,931 $544K 0.03% -217 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,231 shares; 2024Q4: 9,789 shares; 2025Q1: 10,752 shares; 2025Q2: 9,250 shares; 2025Q3: 9,182 shares; 2025Q4: 8,573 shares; 2026Q1: 6,918 shares; 2026Q2: 6,609 shares 6,609 $543K 0.03% -309 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: 6,118 shares; 2025Q3: 6,163 shares; 2025Q4: 7,188 shares; 2026Q1: 6,392 shares; 2026Q2: 5,372 shares 5,372 $539K 0.03% -1,020 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: 8,861 shares; 2024Q4: 8,838 shares; 2025Q1: 9,073 shares; 2025Q2: 10,908 shares; 2025Q3: 10,378 shares; 2025Q4: 10,088 shares; 2026Q1: 12,096 shares; 2026Q2: 12,951 shares 12,951 $537K 0.03% +855 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: 10,600 shares; 2024Q4: 10,825 shares; 2025Q1: 12,122 shares; 2025Q2: 13,504 shares; 2025Q3: 13,440 shares; 2025Q4: 13,074 shares; 2026Q1: 13,043 shares; 2026Q2: 10,726 shares 10,726 $534K 0.03% -2,317 Timeline BNDP VANGUARD QUANTITATIVE FDS More: the full row for VANGUARD QUANTITATIVE 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: 7,130 shares; 2026Q2: 7,180 shares 7,180 $534K 0.03% +50 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,212 shares; 2025Q1: 3,159 shares; 2025Q2: 3,086 shares; 2025Q3: 2,598 shares; 2025Q4: 2,239 shares; 2026Q1: 2,177 shares; 2026Q2: 2,142 shares 2,142 $531K 0.03% -35 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,619 shares; 2026Q2: 6,953 shares 6,953 $529K 0.03% +334 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,651 shares; 2025Q4: 1,781 shares; 2026Q1: 2,254 shares; 2026Q2: 2,562 shares 2,562 $528K 0.03% +308 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: not reported; 2024Q4: not reported; 2025Q1: 1,488 shares; 2025Q2: 1,700 shares; 2025Q3: 1,836 shares; 2025Q4: 1,978 shares; 2026Q1: 2,062 shares; 2026Q2: 2,484 shares 2,484 $526K 0.03% +422 Timeline MOTI 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: 19,788 shares; 2024Q4: 18,231 shares; 2025Q1: 18,231 shares; 2025Q2: 18,231 shares; 2025Q3: 18,231 shares; 2025Q4: 17,397 shares; 2026Q1: 16,472 shares; 2026Q2: 15,602 shares 15,602 $519K 0.03% -870 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 4,515 shares; 2025Q3: 4,670 shares; 2025Q4: 4,670 shares; 2026Q1: 3,451 shares; 2026Q2: 9,297 shares 9,297 $516K 0.03% +5,846 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,390 shares; 2024Q4: 23,139 shares; 2025Q1: 22,707 shares; 2025Q2: 22,220 shares; 2025Q3: 20,561 shares; 2025Q4: 19,221 shares; 2026Q1: 18,261 shares; 2026Q2: 16,973 shares 16,973 $509K 0.03% -1,288 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: 6,636 shares; 2024Q4: 6,462 shares; 2025Q1: 6,495 shares; 2025Q2: 7,409 shares; 2025Q3: 7,936 shares; 2025Q4: 7,883 shares; 2026Q1: 8,203 shares; 2026Q2: 8,226 shares 8,226 $508K 0.03% +23 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,652 shares; 2024Q4: 6,652 shares; 2025Q1: 6,652 shares; 2025Q2: 6,652 shares; 2025Q3: 6,661 shares; 2025Q4: 6,661 shares; 2026Q1: 6,675 shares; 2026Q2: 6,694 shares 6,694 $507K 0.03% +19 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 4,272 shares; 2025Q1: 2,458 shares; 2025Q2: 3,279 shares; 2025Q3: 3,321 shares; 2025Q4: 3,638 shares; 2026Q1: 3,224 shares; 2026Q2: 2,877 shares 2,877 $505K 0.03% -347 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,337 shares; 2025Q3: 12,648 shares; 2025Q4: 20,028 shares; 2026Q1: 20,483 shares; 2026Q2: 21,627 shares 21,627 $501K 0.03% +1,144 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,488 shares; 2025Q1: 2,835 shares; 2025Q2: 4,174 shares; 2025Q3: 4,386 shares; 2025Q4: 4,059 shares; 2026Q1: 2,628 shares; 2026Q2: 2,443 shares 2,443 $501K 0.03% -185 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares; 2026Q2: 865 shares 865 $499K 0.03% +1 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,198 shares 2,198 $499K 0.03% new Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,057 shares; 2024Q4: 133,257 shares; 2025Q1: 133,257 shares; 2025Q2: 130,257 shares; 2025Q3: 130,257 shares; 2025Q4: 106,257 shares; 2026Q1: 105,197 shares; 2026Q2: 102,197 shares 102,197 $497K 0.03% -3,000 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 696 shares; 2025Q4: not reported; 2026Q1: 988 shares; 2026Q2: 918 shares 918 $495K 0.03% -70 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 2,731 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,884 shares; 2025Q4: 2,957 shares; 2026Q1: 3,036 shares; 2026Q2: 3,505 shares 3,505 $495K 0.03% +469 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: 2,234 shares 2,234 $494K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,822 shares; 2025Q1: 1,666 shares; 2025Q2: 1,758 shares; 2025Q3: 1,679 shares; 2025Q4: 1,644 shares; 2026Q1: 1,575 shares; 2026Q2: 1,572 shares 1,572 $492K 0.03% -3 Timeline KJAN 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: 13,250 shares; 2024Q4: 12,735 shares; 2025Q1: 11,205 shares; 2025Q2: 10,740 shares; 2025Q3: 10,580 shares; 2025Q4: 10,570 shares; 2026Q1: 10,730 shares; 2026Q2: 10,730 shares 10,730 $490K 0.03% 0 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,531 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,331 shares 32,331 $489K 0.03% 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: 4,288 shares; 2024Q4: 3,504 shares; 2025Q1: 4,744 shares; 2025Q2: 4,512 shares; 2025Q3: 4,432 shares; 2025Q4: 4,882 shares; 2026Q1: 4,882 shares; 2026Q2: 5,126 shares 5,126 $489K 0.03% +244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares; 2026Q2: 3,864 shares 3,864 $489K 0.03% -18 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,811 shares; 2024Q4: 4,720 shares; 2025Q1: 4,477 shares; 2025Q2: 4,513 shares; 2025Q3: 4,741 shares; 2025Q4: 4,446 shares; 2026Q1: 4,397 shares; 2026Q2: 4,419 shares 4,419 $489K 0.03% +22 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,087 shares; 2024Q4: 11,284 shares; 2025Q1: 11,143 shares; 2025Q2: 10,149 shares; 2025Q3: 10,337 shares; 2025Q4: 10,223 shares; 2026Q1: 11,275 shares; 2026Q2: 10,406 shares 10,406 $487K 0.03% -869 Timeline BMAY 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,146 shares 10,146 $480K 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: 486 shares; 2025Q3: 595 shares; 2025Q4: 622 shares; 2026Q1: 535 shares; 2026Q2: 577 shares 577 $479K 0.03% +42 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,240 shares; 2026Q1: 17,207 shares; 2026Q2: 17,043 shares 17,043 $476K 0.03% -164 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,899 shares; 2025Q1: 2,916 shares; 2025Q2: 2,862 shares; 2025Q3: 2,921 shares; 2025Q4: 2,932 shares; 2026Q1: 2,140 shares; 2026Q2: 2,109 shares 2,109 $476K 0.03% -31 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares; 2025Q4: 1,522 shares; 2026Q1: 2,957 shares; 2026Q2: 2,960 shares 2,960 $475K 0.03% +3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 1,154 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,142 shares; 2026Q2: 1,263 shares 1,263 $472K 0.03% +121 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 100 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 91 shares; 2025Q4: 101 shares; 2026Q1: 123 shares; 2026Q2: 2,647 shares 2,647 $472K 0.03% +2,524 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,039 shares; 2026Q2: 6,009 shares 6,009 $471K 0.03% +1,970 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $465K 0.02% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,180 shares; 2024Q4: 13,098 shares; 2025Q1: 13,237 shares; 2025Q2: 13,208 shares; 2025Q3: 12,830 shares; 2025Q4: 12,905 shares; 2026Q1: 12,612 shares; 2026Q2: 12,717 shares 12,717 $464K 0.02% +105 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,244 shares; 2024Q4: 6,250 shares; 2025Q1: 7,320 shares; 2025Q2: 7,692 shares; 2025Q3: 6,664 shares; 2025Q4: 6,870 shares; 2026Q1: 7,342 shares; 2026Q2: 8,218 shares 8,218 $463K 0.02% +876 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,333 shares; 2024Q4: 13,962 shares; 2025Q1: 13,838 shares; 2025Q2: 13,640 shares; 2025Q3: 10,821 shares; 2025Q4: 10,838 shares; 2026Q1: 9,618 shares; 2026Q2: 9,569 shares 9,569 $460K 0.02% -49 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,863 shares; 2024Q4: 1,471 shares; 2025Q1: 1,738 shares; 2025Q2: 2,042 shares; 2025Q3: 2,285 shares; 2025Q4: 2,398 shares; 2026Q1: 2,548 shares; 2026Q2: 2,408 shares 2,408 $459K 0.02% -140 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,792 shares; 2024Q4: 25,792 shares; 2025Q1: 26,292 shares; 2025Q2: 34,292 shares; 2025Q3: 34,292 shares; 2025Q4: 29,408 shares; 2026Q1: 29,600 shares; 2026Q2: 31,615 shares 31,615 $458K 0.02% +2,015 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,708 shares; 2024Q4: 22,652 shares; 2025Q1: 17,095 shares; 2025Q2: 16,591 shares; 2025Q3: 16,591 shares; 2025Q4: 24,717 shares; 2026Q1: 24,717 shares; 2026Q2: 28,316 shares 28,316 $458K 0.02% +3,599 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: not reported; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $457K 0.02% 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: not reported; 2024Q4: 7,258 shares; 2025Q1: 9,270 shares; 2025Q2: 9,052 shares; 2025Q3: 10,539 shares; 2025Q4: 9,874 shares; 2026Q1: 9,875 shares; 2026Q2: 12,427 shares 12,427 $457K 0.02% +2,552 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,026 shares; 2024Q4: 3,079 shares; 2025Q1: 3,503 shares; 2025Q2: 3,588 shares; 2025Q3: 3,155 shares; 2025Q4: 3,084 shares; 2026Q1: 3,119 shares; 2026Q2: 3,116 shares 3,116 $455K 0.02% -3 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 4,412 shares; 2025Q1: 4,471 shares; 2025Q2: 5,010 shares; 2025Q3: 5,108 shares; 2025Q4: 4,063 shares; 2026Q1: 3,579 shares; 2026Q2: 3,579 shares 3,579 $452K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,210 shares; 2026Q1: 3,210 shares; 2026Q2: 4,095 shares 4,095 $451K 0.02% +885 Timeline FTBD 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: 29,787 shares; 2024Q4: 73,459 shares; 2025Q1: 28,471 shares; 2025Q2: 21,052 shares; 2025Q3: 18,652 shares; 2025Q4: 13,614 shares; 2026Q1: 13,614 shares; 2026Q2: 9,149 shares 9,149 $451K 0.02% -4,465 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,365 shares; 2025Q1: 1,499 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares 1,305 $451K 0.02% 0 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: 1,884 shares; 2024Q4: 1,827 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,881 shares; 2025Q4: 1,888 shares; 2026Q1: 1,894 shares; 2026Q2: 1,857 shares 1,857 $450K 0.02% -37 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: 5,067 shares; 2024Q4: 5,489 shares; 2025Q1: 6,031 shares; 2025Q2: 6,380 shares; 2025Q3: 7,958 shares; 2025Q4: 8,256 shares; 2026Q1: 7,825 shares; 2026Q2: 7,962 shares 7,962 $450K 0.02% +137 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,617 shares; 2024Q4: 4,538 shares; 2025Q1: 4,473 shares; 2025Q2: 3,411 shares; 2025Q3: 5,050 shares; 2025Q4: 5,436 shares; 2026Q1: 5,764 shares; 2026Q2: 6,165 shares 6,165 $449K 0.02% +401 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,768 shares; 2026Q2: 8,204 shares 8,204 $448K 0.02% -564 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,610 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares; 2026Q1: 3,813 shares; 2026Q2: 3,813 shares 3,813 $448K 0.02% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,349 shares; 2024Q4: 7,463 shares; 2025Q1: 7,599 shares; 2025Q2: 7,211 shares; 2025Q3: 7,086 shares; 2025Q4: 7,086 shares; 2026Q1: 7,249 shares; 2026Q2: 7,201 shares 7,201 $448K 0.02% -48 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: 1,620 shares; 2024Q4: 1,638 shares; 2025Q1: 1,688 shares; 2025Q2: 1,460 shares; 2025Q3: 1,847 shares; 2025Q4: 1,770 shares; 2026Q1: 1,544 shares; 2026Q2: 1,535 shares 1,535 $446K 0.02% -9 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,146 shares; 2024Q4: 4,106 shares; 2025Q1: 4,722 shares; 2025Q2: 4,676 shares; 2025Q3: 4,410 shares; 2025Q4: 4,407 shares; 2026Q1: 4,427 shares; 2026Q2: 4,427 shares 4,427 $444K 0.02% 0 Timeline FLRN 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: 6,674 shares; 2025Q2: 8,143 shares; 2025Q3: 10,874 shares; 2025Q4: 12,516 shares; 2026Q1: 12,881 shares; 2026Q2: 14,341 shares 14,341 $442K 0.02% +1,460 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: 1,458 shares; 2024Q4: 1,401 shares; 2025Q1: 1,443 shares; 2025Q2: 1,597 shares; 2025Q3: 1,917 shares; 2025Q4: 1,863 shares; 2026Q1: 1,962 shares; 2026Q2: 2,015 shares 2,015 $442K 0.02% +53 Timeline