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; 2024Q4: 2,821,392 shares; 2025Q1: 2,911,879 shares; 2025Q2: 2,951,085 shares; 2025Q3: 3,218,478 shares; 2025Q4: 3,465,069 shares; 2026Q1: 3,734,904 shares; 2026Q2: 3,745,015 shares; 2026Q3: 3,586,495 shares 3,586,495 $131M 3.59% -158,520 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,117 shares; 2026Q3: 800,999 shares 800,999 $131M 3.58% +794,882 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; 2024Q4: 173,285 shares; 2025Q1: 198,328 shares; 2025Q2: 208,736 shares; 2025Q3: 236,200 shares; 2025Q4: 486,206 shares; 2026Q1: 525,383 shares; 2026Q2: 501,055 shares; 2026Q3: 538,484 shares 538,484 $106M 2.89% +37,429 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; 2024Q4: 2,205,034 shares; 2025Q1: 2,244,147 shares; 2025Q2: 2,286,562 shares; 2025Q3: 2,572,062 shares; 2025Q4: 2,858,209 shares; 2026Q1: 2,872,287 shares; 2026Q2: 2,880,128 shares; 2026Q3: 2,852,950 shares 2,852,950 $97.1M 2.65% -27,178 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,146,770 shares; 2025Q1: 2,425,065 shares; 2025Q2: 2,611,862 shares; 2025Q3: 3,276,670 shares; 2025Q4: 3,534,586 shares; 2026Q1: 3,746,931 shares; 2026Q2: 4,024,365 shares; 2026Q3: 3,667,575 shares 3,667,575 $93.1M 2.54% -356,790 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; 2024Q4: 535,033 shares; 2025Q1: 501,121 shares; 2025Q2: 522,424 shares; 2025Q3: 541,423 shares; 2025Q4: 536,013 shares; 2026Q1: 549,785 shares; 2026Q2: 783,175 shares; 2026Q3: 896,728 shares 896,728 $90M 2.46% +113,553 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 959,449 shares; 2025Q1: 1,138,291 shares; 2025Q2: 1,244,717 shares; 2025Q3: 1,558,848 shares; 2025Q4: 1,628,784 shares; 2026Q1: 1,689,273 shares; 2026Q2: 1,714,245 shares; 2026Q3: 1,670,612 shares 1,670,612 $88.4M 2.41% -43,633 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 224,422 shares; 2025Q1: 221,633 shares; 2025Q2: 235,587 shares; 2025Q3: 261,875 shares; 2025Q4: 248,672 shares; 2026Q1: 249,492 shares; 2026Q2: 242,373 shares; 2026Q3: 250,081 shares 250,081 $85.3M 2.33% +7,708 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,456,733 shares; 2025Q1: 1,560,796 shares; 2025Q2: 1,616,979 shares; 2025Q3: 1,699,653 shares; 2025Q4: 1,736,205 shares; 2026Q1: 1,789,151 shares; 2026Q2: 1,664,175 shares; 2026Q3: 1,374,950 shares 1,374,950 $73.4M 2.01% -289,225 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; 2024Q4: 393,467 shares; 2025Q1: 423,806 shares; 2025Q2: 455,325 shares; 2025Q3: 553,505 shares; 2025Q4: 572,711 shares; 2026Q1: 562,877 shares; 2026Q2: 573,763 shares; 2026Q3: 584,456 shares 584,456 $70.1M 1.92% +10,693 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; 2024Q4: 1,310,191 shares; 2025Q1: 1,403,863 shares; 2025Q2: 1,436,488 shares; 2025Q3: 1,607,462 shares; 2025Q4: 1,656,463 shares; 2026Q1: 1,704,193 shares; 2026Q2: 1,737,850 shares; 2026Q3: 1,753,085 shares 1,753,085 $64.4M 1.76% +15,235 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197,152 shares; 2025Q1: 205,089 shares; 2025Q2: 227,332 shares; 2025Q3: 246,716 shares; 2025Q4: 277,970 shares; 2026Q1: 279,773 shares; 2026Q2: 278,724 shares; 2026Q3: 283,467 shares 283,467 $64.2M 1.75% +4,743 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; 2024Q4: 214,378 shares; 2025Q1: 223,237 shares; 2025Q2: 234,094 shares; 2025Q3: 289,148 shares; 2025Q4: 297,606 shares; 2026Q1: 299,602 shares; 2026Q2: 308,154 shares; 2026Q3: 312,692 shares 312,692 $63.5M 1.74% +4,538 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,620,963 shares; 2025Q1: 1,979,868 shares; 2025Q2: 2,039,723 shares; 2025Q3: 2,485,826 shares; 2025Q4: 2,676,016 shares; 2026Q1: 2,448,313 shares; 2026Q2: 2,618,176 shares; 2026Q3: 2,550,327 shares 2,550,327 $55.5M 1.52% -67,849 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231,284 shares; 2025Q1: 238,321 shares; 2025Q2: 239,811 shares; 2025Q3: 266,847 shares; 2025Q4: 282,178 shares; 2026Q1: 306,523 shares; 2026Q2: 313,541 shares; 2026Q3: 321,821 shares 321,821 $45.4M 1.24% +8,280 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; 2024Q4: 150,194 shares; 2025Q1: 152,109 shares; 2025Q2: 164,549 shares; 2025Q3: 220,756 shares; 2025Q4: 228,333 shares; 2026Q1: 246,922 shares; 2026Q2: 243,713 shares; 2026Q3: 255,996 shares 255,996 $44M 1.2% +12,283 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; 2024Q4: 113,729 shares; 2025Q1: 116,396 shares; 2025Q2: 119,990 shares; 2025Q3: 141,684 shares; 2025Q4: 159,365 shares; 2026Q1: 164,875 shares; 2026Q2: 157,345 shares; 2026Q3: 168,340 shares 168,340 $43.7M 1.19% +10,995 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; 2024Q4: 25,455 shares; 2025Q1: 22,378 shares; 2025Q2: 27,190 shares; 2025Q3: 26,910 shares; 2025Q4: 36,289 shares; 2026Q1: 43,343 shares; 2026Q2: 37,288 shares; 2026Q3: 38,897 shares 38,897 $38.5M 1.05% +1,609 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,069 shares; 2025Q1: 51,863 shares; 2025Q2: 53,113 shares; 2025Q3: 67,490 shares; 2025Q4: 77,274 shares; 2026Q1: 72,248 shares; 2026Q2: 69,320 shares; 2026Q3: 70,899 shares 70,899 $38.4M 1.05% +1,579 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; 2024Q4: 419,181 shares; 2025Q1: 449,840 shares; 2025Q2: 467,438 shares; 2025Q3: 567,081 shares; 2025Q4: 594,011 shares; 2026Q1: 692,599 shares; 2026Q2: 641,620 shares; 2026Q3: 680,361 shares 680,361 $37.5M 1.02% +38,741 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 254,230 shares; 2025Q1: 271,300 shares; 2025Q2: 285,044 shares; 2025Q3: 331,267 shares; 2025Q4: 342,944 shares; 2026Q1: 352,230 shares; 2026Q2: 352,106 shares; 2026Q3: 343,061 shares 343,061 $37.2M 1.02% -9,045 Timeline IBGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,586,275 shares 1,586,275 $35.8M 0.98% new Timeline AVDV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286,001 shares; 2026Q1: 293,193 shares; 2026Q2: 303,166 shares; 2026Q3: 326,662 shares 326,662 $35.3M 0.96% +23,496 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; 2024Q4: 1,429,698 shares; 2025Q1: 1,450,604 shares; 2025Q2: 1,364,922 shares; 2025Q3: 1,397,446 shares; 2025Q4: 1,181,408 shares; 2026Q1: 1,172,640 shares; 2026Q2: 1,172,695 shares; 2026Q3: 1,145,352 shares 1,145,352 $31.1M 0.85% -27,343 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; 2024Q4: 31,381 shares; 2025Q1: 35,920 shares; 2025Q2: 38,708 shares; 2025Q3: 56,993 shares; 2025Q4: 56,417 shares; 2026Q1: 56,592 shares; 2026Q2: 333,026 shares; 2026Q3: 334,752 shares 334,752 $30.7M 0.84% +1,726 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; 2024Q4: 77,284 shares; 2025Q1: 76,536 shares; 2025Q2: 80,586 shares; 2025Q3: 97,142 shares; 2025Q4: 203,394 shares; 2026Q1: 232,526 shares; 2026Q2: 238,921 shares; 2026Q3: 268,738 shares 268,738 $30.2M 0.82% +29,817 Timeline JSCP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,236 shares; 2025Q4: 11,227 shares; 2026Q1: 11,227 shares; 2026Q2: 11,227 shares; 2026Q3: 654,714 shares 654,714 $30.1M 0.82% +643,487 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,894 shares; 2025Q1: 56,231 shares; 2025Q2: 57,460 shares; 2025Q3: 69,296 shares; 2025Q4: 85,925 shares; 2026Q1: 85,836 shares; 2026Q2: 83,246 shares; 2026Q3: 84,718 shares 84,718 $29.9M 0.82% +1,472 Timeline AVDE 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; 2024Q4: 302,947 shares; 2025Q1: 315,264 shares; 2025Q2: 314,294 shares; 2025Q3: 361,606 shares; 2025Q4: 321,391 shares; 2026Q1: 321,599 shares; 2026Q2: 328,620 shares; 2026Q3: 330,236 shares 330,236 $29.6M 0.81% +1,616 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 792,315 shares; 2025Q1: 855,060 shares; 2025Q2: 878,976 shares; 2025Q3: 1,059,092 shares; 2025Q4: 1,144,458 shares; 2026Q1: 1,122,281 shares; 2026Q2: 1,206,508 shares; 2026Q3: 1,246,338 shares 1,246,338 $28.7M 0.78% +39,830 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; 2024Q4: 137,251 shares; 2025Q1: 166,163 shares; 2025Q2: 173,085 shares; 2025Q3: 202,925 shares; 2025Q4: 215,440 shares; 2026Q1: 231,728 shares; 2026Q2: 224,944 shares; 2026Q3: 252,435 shares 252,435 $28.1M 0.77% +27,491 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 758,206 shares; 2025Q1: 808,127 shares; 2025Q2: 797,682 shares; 2025Q3: 843,216 shares; 2025Q4: 853,359 shares; 2026Q1: 861,971 shares; 2026Q2: 820,801 shares; 2026Q3: 726,875 shares 726,875 $27.2M 0.74% -93,926 Timeline IBGC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198,927 shares; 2026Q3: 1,040,347 shares 1,040,347 $23.8M 0.65% +841,420 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; 2024Q4: 93,493 shares; 2025Q1: 106,297 shares; 2025Q2: 110,096 shares; 2025Q3: 132,035 shares; 2025Q4: 137,284 shares; 2026Q1: 141,211 shares; 2026Q2: 128,932 shares; 2026Q3: 140,420 shares 140,420 $23.8M 0.65% +11,488 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; 2024Q4: 18,022 shares; 2025Q1: 18,827 shares; 2025Q2: 20,870 shares; 2025Q3: 23,788 shares; 2025Q4: 26,926 shares; 2026Q1: 28,145 shares; 2026Q2: 28,225 shares; 2026Q3: 30,194 shares 30,194 $22.4M 0.61% +1,969 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; 2024Q4: 154,784 shares; 2025Q1: 157,419 shares; 2025Q2: 163,713 shares; 2025Q3: 219,583 shares; 2025Q4: 240,737 shares; 2026Q1: 234,079 shares; 2026Q2: 233,343 shares; 2026Q3: 258,372 shares 258,372 $21.8M 0.6% +25,029 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 596,544 shares; 2025Q1: 648,520 shares; 2025Q2: 667,853 shares; 2025Q3: 809,444 shares; 2025Q4: 867,383 shares; 2026Q1: 920,103 shares; 2026Q2: 993,197 shares; 2026Q3: 894,474 shares 894,474 $20.4M 0.56% -98,723 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,665 shares; 2025Q1: 47,104 shares; 2025Q2: 41,803 shares; 2025Q3: 56,210 shares; 2025Q4: 59,192 shares; 2026Q1: 61,675 shares; 2026Q2: 57,869 shares; 2026Q3: 58,052 shares 58,052 $20.3M 0.55% +183 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540,434 shares; 2026Q1: 596,000 shares; 2026Q2: 591,261 shares; 2026Q3: 649,102 shares 649,102 $19.5M 0.53% +57,841 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 436,491 shares; 2025Q1: 465,153 shares; 2025Q2: 468,741 shares; 2025Q3: 558,641 shares; 2025Q4: 593,348 shares; 2026Q1: 612,486 shares; 2026Q2: 646,124 shares; 2026Q3: 483,531 shares 483,531 $19.5M 0.53% -162,593 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 468,484 shares 468,484 $17.8M 0.49% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,517 shares; 2025Q1: 19,791 shares; 2025Q2: 28,259 shares; 2025Q3: 37,844 shares; 2025Q4: 39,924 shares; 2026Q1: 53,396 shares; 2026Q2: 44,308 shares; 2026Q3: 49,676 shares 49,676 $17.6M 0.48% +5,368 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 384,124 shares; 2025Q1: 234,803 shares; 2025Q2: 241,952 shares; 2025Q3: 277,570 shares; 2025Q4: 273,497 shares; 2026Q1: 230,004 shares; 2026Q2: 264,477 shares; 2026Q3: 345,990 shares 345,990 $17.4M 0.48% +81,513 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 490,194 shares; 2025Q1: 576,391 shares; 2025Q2: 571,543 shares; 2025Q3: 649,017 shares; 2025Q4: 678,143 shares; 2026Q1: 705,440 shares; 2026Q2: 753,026 shares; 2026Q3: 814,934 shares 814,934 $15.9M 0.43% +61,908 Timeline AVLV 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; 2024Q4: 173,877 shares; 2025Q1: 176,342 shares; 2025Q2: 173,321 shares; 2025Q3: 190,039 shares; 2025Q4: 185,103 shares; 2026Q1: 173,894 shares; 2026Q2: 171,466 shares; 2026Q3: 162,529 shares 162,529 $15.1M 0.41% -8,937 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,031 shares; 2025Q1: 59,075 shares; 2025Q2: 60,602 shares; 2025Q3: 123,934 shares; 2025Q4: 126,088 shares; 2026Q1: 131,312 shares; 2026Q2: 143,183 shares; 2026Q3: 129,215 shares 129,215 $14.6M 0.4% -13,968 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,371 shares; 2025Q1: 26,269 shares; 2025Q2: 30,937 shares; 2025Q3: 69,889 shares; 2025Q4: 68,894 shares; 2026Q1: 67,227 shares; 2026Q2: 66,644 shares; 2026Q3: 63,425 shares 63,425 $14M 0.38% -3,219 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; 2024Q4: 16,552 shares; 2025Q1: 17,042 shares; 2025Q2: 26,085 shares; 2025Q3: 29,613 shares; 2025Q4: 33,458 shares; 2026Q1: 34,737 shares; 2026Q2: 34,948 shares; 2026Q3: 35,999 shares 35,999 $13.7M 0.38% +1,051 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,861 shares; 2025Q1: 133,282 shares; 2025Q2: 127,113 shares; 2025Q3: 118,023 shares; 2025Q4: 572,813 shares; 2026Q1: 598,916 shares; 2026Q2: 642,965 shares; 2026Q3: 593,101 shares 593,101 $13M 0.35% -49,864 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 416,387 shares; 2025Q1: 456,469 shares; 2025Q2: 460,867 shares; 2025Q3: 527,769 shares; 2025Q4: 556,492 shares; 2026Q1: 587,025 shares; 2026Q2: 627,252 shares; 2026Q3: 582,136 shares 582,136 $13M 0.35% -45,116 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,311 shares; 2025Q4: 12,416 shares; 2026Q1: 14,152 shares; 2026Q2: 15,195 shares; 2026Q3: 16,005 shares 16,005 $12.5M 0.34% +810 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 355,203 shares; 2025Q1: 371,355 shares; 2025Q2: 383,124 shares; 2025Q3: 465,942 shares; 2025Q4: 507,578 shares; 2026Q1: 516,526 shares; 2026Q2: 527,590 shares; 2026Q3: 537,644 shares 537,644 $12.1M 0.33% +10,054 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; 2024Q4: 12,619 shares; 2025Q1: 11,944 shares; 2025Q2: 13,437 shares; 2025Q3: 16,507 shares; 2025Q4: 15,606 shares; 2026Q1: 15,553 shares; 2026Q2: 14,745 shares; 2026Q3: 15,081 shares 15,081 $11.7M 0.32% +336 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362,688 shares; 2025Q4: 453,901 shares; 2026Q1: 597,562 shares; 2026Q2: 822,619 shares; 2026Q3: 942,778 shares 942,778 $11.6M 0.32% +120,159 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 59,763 shares; 2025Q2: 60,339 shares; 2025Q3: 157,656 shares; 2025Q4: 244,845 shares; 2026Q1: 257,446 shares; 2026Q2: 248,774 shares; 2026Q3: 257,229 shares 257,229 $11.5M 0.31% +8,455 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 862,704 shares; 2025Q1: 800,904 shares; 2025Q2: 821,914 shares; 2025Q3: 748,497 shares; 2025Q4: 667,649 shares; 2026Q1: 625,864 shares; 2026Q2: 607,974 shares; 2026Q3: 559,594 shares 559,594 $11.3M 0.31% -48,380 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; 2024Q4: 72,550 shares; 2025Q1: 69,177 shares; 2025Q2: 73,301 shares; 2025Q3: 89,907 shares; 2025Q4: 184,400 shares; 2026Q1: 163,556 shares; 2026Q2: 161,986 shares; 2026Q3: 171,009 shares 171,009 $11.3M 0.31% +9,023 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302,934 shares; 2025Q1: 324,466 shares; 2025Q2: 317,437 shares; 2025Q3: 325,969 shares; 2025Q4: 324,798 shares; 2026Q1: 328,704 shares; 2026Q2: 314,038 shares; 2026Q3: 262,495 shares 262,495 $11.2M 0.3% -51,543 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 291,846 shares; 2025Q1: 320,556 shares; 2025Q2: 321,759 shares; 2025Q3: 333,543 shares; 2025Q4: 342,059 shares; 2026Q1: 327,231 shares; 2026Q2: 319,992 shares; 2026Q3: 280,523 shares 280,523 $11.1M 0.3% -39,469 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,217 shares; 2025Q3: 27,517 shares; 2025Q4: 23,527 shares; 2026Q1: 28,111 shares; 2026Q2: 28,235 shares; 2026Q3: 35,640 shares 35,640 $11M 0.3% +7,405 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; 2024Q4: 145,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,854 shares; 2025Q4: 7,741 shares; 2026Q1: 7,296 shares; 2026Q2: 7,949 shares; 2026Q3: 201,515 shares 201,515 $11M 0.3% +193,566 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,421 shares; 2025Q1: 47,433 shares; 2025Q2: 46,115 shares; 2025Q3: 35,574 shares; 2025Q4: 497,099 shares; 2026Q1: 521,117 shares; 2026Q2: 562,283 shares; 2026Q3: 512,518 shares 512,518 $10.9M 0.3% -49,765 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,363 shares; 2025Q1: 120,673 shares; 2025Q2: 123,229 shares; 2025Q3: 132,751 shares; 2025Q4: 134,463 shares; 2026Q1: 137,102 shares; 2026Q2: 192,940 shares; 2026Q3: 212,477 shares 212,477 $10.8M 0.3% +19,537 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,082 shares; 2025Q1: 21,504 shares; 2025Q2: 24,335 shares; 2025Q3: 30,412 shares; 2025Q4: 30,321 shares; 2026Q1: 36,046 shares; 2026Q2: 35,850 shares; 2026Q3: 34,149 shares 34,149 $10.5M 0.29% -1,701 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; 2024Q4: 67,521 shares; 2025Q1: 70,126 shares; 2025Q2: 72,069 shares; 2025Q3: 92,327 shares; 2025Q4: 100,594 shares; 2026Q1: 106,605 shares; 2026Q2: 107,825 shares; 2026Q3: 114,549 shares 114,549 $10.5M 0.29% +6,724 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 668,223 shares 668,223 $10.2M 0.28% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,109 shares; 2025Q3: 16,292 shares; 2025Q4: 15,871 shares; 2026Q1: 15,005 shares; 2026Q2: 14,476 shares; 2026Q3: 13,382 shares 13,382 $9.98M 0.27% -1,094 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 341,765 shares; 2025Q1: 372,842 shares; 2025Q2: 372,535 shares; 2025Q3: 418,740 shares; 2025Q4: 434,863 shares; 2026Q1: 462,078 shares; 2026Q2: 495,545 shares; 2026Q3: 523,794 shares 523,794 $9.94M 0.27% +28,249 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; 2024Q4: 14,863 shares; 2025Q1: 15,976 shares; 2025Q2: 16,567 shares; 2025Q3: 19,357 shares; 2025Q4: 20,173 shares; 2026Q1: 23,747 shares; 2026Q2: 25,202 shares; 2026Q3: 29,374 shares 29,374 $9.82M 0.27% +4,172 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,114 shares; 2025Q1: 26,301 shares; 2025Q2: 28,457 shares; 2025Q3: 34,089 shares; 2025Q4: 46,570 shares; 2026Q1: 33,976 shares; 2026Q2: 35,516 shares; 2026Q3: 36,315 shares 36,315 $9.65M 0.26% +799 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; 2024Q4: 93,836 shares; 2025Q1: 91,178 shares; 2025Q2: 86,469 shares; 2025Q3: 103,490 shares; 2025Q4: 219,862 shares; 2026Q1: 201,443 shares; 2026Q2: 203,277 shares; 2026Q3: 230,631 shares 230,631 $9.6M 0.26% +27,354 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,051 shares; 2025Q4: 13,669 shares; 2026Q1: 13,841 shares; 2026Q2: 15,118 shares; 2026Q3: 18,309 shares 18,309 $9.48M 0.26% +3,191 Timeline CQQQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 220,295 shares 220,295 $9.47M 0.26% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124,288 shares; 2025Q1: 124,402 shares; 2025Q2: 124,510 shares; 2025Q3: 132,542 shares; 2025Q4: 131,756 shares; 2026Q1: 131,726 shares; 2026Q2: 134,821 shares; 2026Q3: 197,528 shares 197,528 $8.95M 0.24% +62,707 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,988 shares; 2025Q1: 15,617 shares; 2025Q2: 15,841 shares; 2025Q3: 19,940 shares; 2025Q4: 17,805 shares; 2026Q1: 23,619 shares; 2026Q2: 21,251 shares; 2026Q3: 22,725 shares 22,725 $8.85M 0.24% +1,474 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; 2024Q4: 20,758 shares; 2025Q1: 21,793 shares; 2025Q2: 18,112 shares; 2025Q3: 15,795 shares; 2025Q4: 15,636 shares; 2026Q1: 14,649 shares; 2026Q2: 13,327 shares; 2026Q3: 14,028 shares 14,028 $8.34M 0.23% +701 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,938 shares; 2025Q1: 83,759 shares; 2025Q2: 79,374 shares; 2025Q3: 85,088 shares; 2025Q4: 350,173 shares; 2026Q1: 375,534 shares; 2026Q2: 403,209 shares; 2026Q3: 419,371 shares 419,371 $8.2M 0.22% +16,162 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,276 shares; 2025Q4: 5,065 shares; 2026Q1: 6,879 shares; 2026Q2: 6,846 shares; 2026Q3: 6,914 shares 6,914 $8.18M 0.22% +68 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; 2024Q4: 182,504 shares; 2025Q1: 187,220 shares; 2025Q2: 163,860 shares; 2025Q3: 166,873 shares; 2025Q4: 158,994 shares; 2026Q1: 160,649 shares; 2026Q2: 165,553 shares; 2026Q3: 143,433 shares 143,433 $8.17M 0.22% -22,120 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,227 shares; 2025Q1: 18,889 shares; 2025Q2: 23,457 shares; 2025Q3: 21,130 shares; 2025Q4: 20,599 shares; 2026Q1: 20,978 shares; 2026Q2: 20,750 shares; 2026Q3: 21,591 shares 21,591 $8.16M 0.22% +841 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 46,692 shares 46,692 $8.04M 0.22% new Timeline XLB 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; 2024Q4: 48,963 shares; 2025Q1: 49,572 shares; 2025Q2: 52,417 shares; 2025Q3: 67,789 shares; 2025Q4: 142,625 shares; 2026Q1: 143,875 shares; 2026Q2: 145,678 shares; 2026Q3: 162,196 shares 162,196 $8.02M 0.22% +16,518 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,621,045 shares; 2025Q1: 1,861,445 shares; 2025Q2: 1,761,445 shares; 2025Q3: 1,726,565 shares; 2025Q4: 1,597,165 shares; 2026Q1: 1,387,165 shares; 2026Q2: 1,387,400 shares; 2026Q3: 1,487,400 shares 1,487,400 $7.6M 0.21% +100,000 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 242,063 shares; 2025Q1: 239,360 shares; 2025Q2: 237,153 shares; 2025Q3: 253,123 shares; 2025Q4: 247,400 shares; 2026Q1: 247,920 shares; 2026Q2: 251,880 shares; 2026Q3: 248,124 shares 248,124 $7.6M 0.21% -3,756 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,320 shares; 2025Q1: 29,484 shares; 2025Q2: 22,478 shares; 2025Q3: 38,047 shares; 2025Q4: 37,161 shares; 2026Q1: 43,774 shares; 2026Q2: 46,552 shares; 2026Q3: 44,965 shares 44,965 $7.31M 0.2% -1,587 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,552 shares; 2025Q1: 80,211 shares; 2025Q2: 78,556 shares; 2025Q3: 80,763 shares; 2025Q4: 80,537 shares; 2026Q1: 77,555 shares; 2026Q2: 77,855 shares; 2026Q3: 70,439 shares 70,439 $7.27M 0.2% -7,416 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; 2024Q4: 23,492 shares; 2025Q1: 23,143 shares; 2025Q2: 26,600 shares; 2025Q3: 27,745 shares; 2025Q4: 29,968 shares; 2026Q1: 31,130 shares; 2026Q2: 30,335 shares; 2026Q3: 35,444 shares 35,444 $7.16M 0.2% +5,109 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; 2024Q4: 19,281 shares; 2025Q1: 20,839 shares; 2025Q2: 24,330 shares; 2025Q3: 31,101 shares; 2025Q4: 54,690 shares; 2026Q1: 68,740 shares; 2026Q2: 83,505 shares; 2026Q3: 73,618 shares 73,618 $7.15M 0.2% -9,887 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,990 shares; 2025Q3: 23,589 shares; 2025Q4: 22,157 shares; 2026Q1: 37,404 shares; 2026Q2: 40,787 shares; 2026Q3: 82,034 shares 82,034 $7.07M 0.19% +41,247 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,164 shares; 2025Q4: 10,859 shares; 2026Q1: 11,344 shares; 2026Q2: 11,591 shares; 2026Q3: 12,170 shares 12,170 $6.63M 0.18% +579 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,191 shares; 2026Q2: 139,191 shares; 2026Q3: 150,291 shares 150,291 $6.33M 0.17% +11,100 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,022 shares; 2025Q3: 37,144 shares; 2025Q4: 40,160 shares; 2026Q1: 40,659 shares; 2026Q2: 40,378 shares; 2026Q3: 43,376 shares 43,376 $6.31M 0.17% +2,998 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; 2024Q4: not reported; 2025Q1: 10,635 shares; 2025Q2: 11,242 shares; 2025Q3: 20,157 shares; 2025Q4: 19,143 shares; 2026Q1: 18,634 shares; 2026Q2: 18,423 shares; 2026Q3: 18,321 shares 18,321 $6.25M 0.17% -102 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,490 shares; 2025Q4: 5,897 shares; 2026Q1: 6,241 shares; 2026Q2: 6,257 shares; 2026Q3: 6,261 shares 6,261 $6.24M 0.17% +4 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,524 shares; 2025Q3: 14,419 shares; 2025Q4: 17,373 shares; 2026Q1: 17,962 shares; 2026Q2: 17,163 shares; 2026Q3: 15,777 shares 15,777 $6.06M 0.17% -1,386 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 3,855 shares; 2026Q1: 5,542 shares; 2026Q2: 4,607 shares; 2026Q3: 5,363 shares 5,363 $5.81M 0.16% +756 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,658 shares; 2025Q4: 6,831 shares; 2026Q1: 17,104 shares; 2026Q2: 16,471 shares; 2026Q3: 14,368 shares 14,368 $5.8M 0.16% -2,103 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,123 shares; 2025Q1: 15,802 shares; 2025Q2: 15,276 shares; 2025Q3: 17,148 shares; 2025Q4: 18,436 shares; 2026Q1: 28,929 shares; 2026Q2: 32,894 shares; 2026Q3: 36,019 shares 36,019 $5.67M 0.15% +3,125 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,484 shares; 2025Q4: 9,716 shares; 2026Q1: 21,253 shares; 2026Q2: 20,445 shares; 2026Q3: 29,226 shares 29,226 $5.64M 0.15% +8,781 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; 2024Q4: 30,597 shares; 2025Q1: 34,496 shares; 2025Q2: 36,643 shares; 2025Q3: 35,105 shares; 2025Q4: 37,595 shares; 2026Q1: 40,175 shares; 2026Q2: 41,031 shares; 2026Q3: 51,721 shares 51,721 $5.61M 0.15% +10,690 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,038,000 shares; 2025Q1: 1,158,024 shares; 2025Q2: 1,398,559 shares; 2025Q3: 1,198,398 shares; 2025Q4: 1,243,413 shares; 2026Q1: 1,127,487 shares; 2026Q2: 1,127,831 shares; 2026Q3: 1,287,657 shares 1,287,657 $5.59M 0.15% +159,826 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176,568 shares; 2025Q1: 194,645 shares; 2025Q2: 184,691 shares; 2025Q3: 200,293 shares; 2025Q4: 202,110 shares; 2026Q1: 207,771 shares; 2026Q2: 204,922 shares; 2026Q3: 219,882 shares 219,882 $5.4M 0.15% +14,960 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; 2024Q4: 38,145 shares; 2025Q1: 32,542 shares; 2025Q2: 26,103 shares; 2025Q3: 37,820 shares; 2025Q4: 36,092 shares; 2026Q1: 85,970 shares; 2026Q2: 83,389 shares; 2026Q3: 75,513 shares 75,513 $5.4M 0.15% -7,876 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 219,300 shares; 2025Q1: 225,523 shares; 2025Q2: 229,915 shares; 2025Q3: 257,290 shares; 2025Q4: 264,091 shares; 2026Q1: 269,070 shares; 2026Q2: 267,705 shares; 2026Q3: 267,801 shares 267,801 $5.38M 0.15% +96 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178,341 shares; 2025Q1: 205,368 shares; 2025Q2: 179,980 shares; 2025Q3: 196,020 shares; 2025Q4: 199,395 shares; 2026Q1: 204,068 shares; 2026Q2: 201,927 shares; 2026Q3: 218,103 shares 218,103 $5.38M 0.15% +16,176 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,100 shares; 2025Q4: 10,905 shares; 2026Q1: 10,903 shares; 2026Q2: 44,883 shares; 2026Q3: 42,320 shares 42,320 $5.38M 0.15% -2,563 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 182,153 shares; 2025Q1: 188,742 shares; 2025Q2: 192,598 shares; 2025Q3: 213,530 shares; 2025Q4: 218,421 shares; 2026Q1: 220,939 shares; 2026Q2: 219,930 shares; 2026Q3: 222,576 shares 222,576 $5.36M 0.15% +2,646 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,109 shares; 2025Q4: 8,183 shares; 2026Q1: 6,767 shares; 2026Q2: 6,929 shares; 2026Q3: 12,467 shares 12,467 $5.33M 0.15% +5,538 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,513 shares; 2026Q1: 205,952 shares; 2026Q2: 201,612 shares; 2026Q3: 220,429 shares 220,429 $5.33M 0.15% +18,817 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,257 shares; 2025Q1: 12,565 shares; 2025Q2: 13,550 shares; 2025Q3: 12,222 shares; 2025Q4: 11,587 shares; 2026Q1: 9,458 shares; 2026Q2: 8,863 shares; 2026Q3: 8,972 shares 8,972 $5.3M 0.14% +109 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,732 shares; 2025Q1: 44,120 shares; 2025Q2: 45,356 shares; 2025Q3: 55,095 shares; 2025Q4: 57,466 shares; 2026Q1: 53,310 shares; 2026Q2: 57,220 shares; 2026Q3: 57,936 shares 57,936 $5.3M 0.14% +716 Timeline IBCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203,685 shares; 2026Q3: 219,263 shares 219,263 $5.2M 0.14% +15,578 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,482 shares; 2025Q1: 198,458 shares; 2025Q2: 202,896 shares; 2025Q3: 236,025 shares; 2025Q4: 244,936 shares; 2026Q1: 248,164 shares; 2026Q2: 246,320 shares; 2026Q3: 241,004 shares 241,004 $5.1M 0.14% -5,316 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,216 shares; 2025Q2: 10,216 shares; 2025Q3: 15,234 shares; 2025Q4: 15,234 shares; 2026Q1: 16,634 shares; 2026Q2: 121,914 shares; 2026Q3: 108,828 shares 108,828 $5.08M 0.14% -13,086 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,620 shares; 2025Q1: 180,429 shares; 2025Q2: 191,150 shares; 2025Q3: 216,565 shares; 2025Q4: 223,329 shares; 2026Q1: 226,415 shares; 2026Q2: 226,780 shares; 2026Q3: 223,693 shares 223,693 $5.08M 0.14% -3,087 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,021 shares; 2025Q1: 145,247 shares; 2025Q2: 176,402 shares; 2025Q3: 199,475 shares; 2025Q4: 205,552 shares; 2026Q1: 205,886 shares; 2026Q2: 207,145 shares; 2026Q3: 198,736 shares 198,736 $4.96M 0.14% -8,409 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,390 shares; 2025Q1: 14,416 shares; 2025Q2: 10,743 shares; 2025Q3: 16,047 shares; 2025Q4: 13,027 shares; 2026Q1: 16,033 shares; 2026Q2: 22,765 shares; 2026Q3: 22,967 shares 22,967 $4.94M 0.13% +202 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; 2024Q4: 10,587 shares; 2025Q1: 10,409 shares; 2025Q2: not reported; 2025Q3: 14,690 shares; 2025Q4: 15,215 shares; 2026Q1: 14,957 shares; 2026Q2: 60,839 shares; 2026Q3: 60,955 shares 60,955 $4.93M 0.13% +116 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,035 shares; 2025Q1: 25,986 shares; 2025Q2: 25,628 shares; 2025Q3: 42,435 shares; 2025Q4: 57,204 shares; 2026Q1: 62,210 shares; 2026Q2: 64,144 shares; 2026Q3: 62,642 shares 62,642 $4.93M 0.13% -1,502 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152,356 shares; 2025Q1: 156,976 shares; 2025Q2: 188,608 shares; 2025Q3: 213,905 shares; 2025Q4: 221,106 shares; 2026Q1: 222,935 shares; 2026Q2: 218,269 shares; 2026Q3: 203,146 shares 203,146 $4.9M 0.13% -15,123 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,761 shares; 2025Q2: 12,976 shares; 2025Q3: 21,105 shares; 2025Q4: 24,863 shares; 2026Q1: 32,216 shares; 2026Q2: 33,784 shares; 2026Q3: 36,789 shares 36,789 $4.85M 0.13% +3,005 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,621 shares; 2025Q1: 11,893 shares; 2025Q2: 14,314 shares; 2025Q3: 18,402 shares; 2025Q4: 17,574 shares; 2026Q1: 19,524 shares; 2026Q2: 18,676 shares; 2026Q3: 18,233 shares 18,233 $4.81M 0.13% -443 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,445 shares; 2025Q4: 10,519 shares; 2026Q1: 14,820 shares; 2026Q2: 13,456 shares; 2026Q3: 12,390 shares 12,390 $4.79M 0.13% -1,066 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; 2024Q4: 10,787 shares; 2025Q1: 11,443 shares; 2025Q2: 11,213 shares; 2025Q3: 22,682 shares; 2025Q4: 22,611 shares; 2026Q1: 21,010 shares; 2026Q2: 20,286 shares; 2026Q3: 19,910 shares 19,910 $4.78M 0.13% -376 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,905 shares; 2026Q2: 93,614 shares; 2026Q3: 95,551 shares 95,551 $4.74M 0.13% +1,937 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,932 shares; 2025Q4: 16,475 shares; 2026Q1: 22,279 shares; 2026Q2: 18,900 shares; 2026Q3: 22,656 shares 22,656 $4.74M 0.13% +3,756 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; 2024Q4: 57,150 shares; 2025Q1: 56,898 shares; 2025Q2: 57,163 shares; 2025Q3: 72,500 shares; 2025Q4: 71,160 shares; 2026Q1: 72,948 shares; 2026Q2: 65,121 shares; 2026Q3: 65,764 shares 65,764 $4.71M 0.13% +643 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; 2024Q4: 15,823 shares; 2025Q1: 14,640 shares; 2025Q2: 20,348 shares; 2025Q3: 25,155 shares; 2025Q4: 26,031 shares; 2026Q1: 24,590 shares; 2026Q2: 24,619 shares; 2026Q3: 21,937 shares 21,937 $4.68M 0.13% -2,682 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 1,227 shares; 2026Q1: 7,824 shares; 2026Q2: 7,602 shares; 2026Q3: 7,018 shares 7,018 $4.65M 0.13% -584 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,389 shares; 2025Q4: 3,279 shares; 2026Q1: 4,904 shares; 2026Q2: 6,080 shares; 2026Q3: 7,747 shares 7,747 $4.61M 0.13% +1,667 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,148 shares; 2025Q4: 14,412 shares; 2026Q1: 12,924 shares; 2026Q2: 15,828 shares; 2026Q3: 16,377 shares 16,377 $4.61M 0.13% +549 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,786 shares; 2025Q4: 87,997 shares; 2026Q1: 67,021 shares; 2026Q2: 68,383 shares; 2026Q3: 68,679 shares 68,679 $4.6M 0.13% +296 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,170 shares; 2025Q1: 14,662 shares; 2025Q2: 14,001 shares; 2025Q3: 16,820 shares; 2025Q4: 18,478 shares; 2026Q1: 21,558 shares; 2026Q2: 22,726 shares; 2026Q3: 23,907 shares 23,907 $4.54M 0.12% +1,181 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,954 shares; 2025Q4: 3,480 shares; 2026Q1: 3,625 shares; 2026Q2: 3,759 shares; 2026Q3: 2,761 shares 2,761 $4.52M 0.12% -998 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 224,660 shares; 2025Q1: 269,434 shares; 2025Q2: 284,791 shares; 2025Q3: 354,274 shares; 2025Q4: 378,551 shares; 2026Q1: 409,326 shares; 2026Q2: 437,148 shares; 2026Q3: 57,066 shares 57,066 $4.45M 0.12% -380,082 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,436 shares; 2026Q2: 28,924 shares; 2026Q3: 26,501 shares 26,501 $4.31M 0.12% -2,423 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; 2024Q4: 33,788 shares; 2025Q1: 39,982 shares; 2025Q2: 41,129 shares; 2025Q3: 67,643 shares; 2025Q4: 75,731 shares; 2026Q1: 80,338 shares; 2026Q2: 84,273 shares; 2026Q3: 78,959 shares 78,959 $4.31M 0.12% -5,314 Timeline RDI READING INTL INC More: the full row for READING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,359,610 shares; 2025Q1: 2,502,610 shares; 2025Q2: 2,815,145 shares; 2025Q3: 2,562,450 shares; 2025Q4: 2,592,860 shares; 2026Q1: 2,512,119 shares; 2026Q2: 2,540,688 shares; 2026Q3: 2,322,925 shares 2,322,925 $4.3M 0.12% -217,763 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,126 shares; 2025Q2: 12,078 shares; 2025Q3: 17,408 shares; 2025Q4: 17,284 shares; 2026Q1: 18,766 shares; 2026Q2: 18,290 shares; 2026Q3: 31,241 shares 31,241 $4.29M 0.12% +12,951 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; 2024Q4: 10,050 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,034 shares; 2025Q4: 16,569 shares; 2026Q1: 16,097 shares; 2026Q2: 16,080 shares; 2026Q3: 14,866 shares 14,866 $4.28M 0.12% -1,214 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,332 shares; 2025Q1: 10,622 shares; 2025Q2: 11,800 shares; 2025Q3: 16,719 shares; 2025Q4: 15,944 shares; 2026Q1: 15,789 shares; 2026Q2: 15,832 shares; 2026Q3: 15,194 shares 15,194 $4.27M 0.12% -638 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,624 shares; 2025Q1: 12,840 shares; 2025Q2: 31,892 shares; 2025Q3: 74,610 shares; 2025Q4: 65,620 shares; 2026Q1: 54,014 shares; 2026Q2: 33,390 shares; 2026Q3: 41,744 shares 41,744 $4.23M 0.12% +8,354 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,068 shares; 2025Q4: 18,372 shares; 2026Q1: 18,333 shares; 2026Q2: 18,026 shares; 2026Q3: 17,684 shares 17,684 $4.15M 0.11% -342 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; 2024Q4: 14,388 shares; 2025Q1: 13,431 shares; 2025Q2: 12,785 shares; 2025Q3: 6,779 shares; 2025Q4: 6,493 shares; 2026Q1: 7,382 shares; 2026Q2: 7,628 shares; 2026Q3: 8,220 shares 8,220 $4.09M 0.11% +592 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; 2024Q4: 10,085 shares; 2025Q1: 10,941 shares; 2025Q2: 11,592 shares; 2025Q3: 45,435 shares; 2025Q4: 73,468 shares; 2026Q1: 70,047 shares; 2026Q2: 72,415 shares; 2026Q3: 70,593 shares 70,593 $4.06M 0.11% -1,822 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,323 shares; 2025Q4: 10,043 shares; 2026Q1: 8,951 shares; 2026Q2: 10,051 shares; 2026Q3: 10,572 shares 10,572 $4M 0.11% +521 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47,336 shares 47,336 $4M 0.11% new CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,544 shares; 2025Q4: 4,466 shares; 2026Q1: 4,742 shares; 2026Q2: 4,572 shares; 2026Q3: 4,980 shares 4,980 $3.98M 0.11% +408 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; 2024Q4: 103,125 shares; 2025Q1: 104,541 shares; 2025Q2: 93,445 shares; 2025Q3: 86,162 shares; 2025Q4: 87,059 shares; 2026Q1: 72,231 shares; 2026Q2: 71,412 shares; 2026Q3: 65,056 shares 65,056 $3.96M 0.11% -6,356 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,593 shares; 2025Q4: 17,875 shares; 2026Q1: 15,004 shares; 2026Q2: 18,293 shares; 2026Q3: 18,951 shares 18,951 $3.94M 0.11% +658 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,204 shares; 2025Q4: 28,626 shares; 2026Q1: 38,459 shares; 2026Q2: 44,223 shares; 2026Q3: 48,408 shares 48,408 $3.9M 0.11% +4,185 Timeline JTEK 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; 2024Q4: 10,214 shares; 2025Q1: 14,339 shares; 2025Q2: 19,232 shares; 2025Q3: 25,924 shares; 2025Q4: 29,118 shares; 2026Q1: 32,991 shares; 2026Q2: 34,501 shares; 2026Q3: 36,765 shares 36,765 $3.89M 0.11% +2,264 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,249 shares; 2025Q1: 43,964 shares; 2025Q2: 44,424 shares; 2025Q3: 45,963 shares; 2025Q4: 44,032 shares; 2026Q1: 46,940 shares; 2026Q2: 42,708 shares; 2026Q3: 43,873 shares 43,873 $3.88M 0.11% +1,165 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; 2024Q4: 156,961 shares; 2025Q1: 150,839 shares; 2025Q2: 149,836 shares; 2025Q3: 130,316 shares; 2025Q4: 131,540 shares; 2026Q1: 179,493 shares; 2026Q2: 146,351 shares; 2026Q3: 129,812 shares 129,812 $3.88M 0.11% -16,539 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,774 shares; 2025Q1: 51,508 shares; 2025Q2: 65,049 shares; 2025Q3: 82,940 shares; 2025Q4: 91,446 shares; 2026Q1: 95,943 shares; 2026Q2: 100,017 shares; 2026Q3: 73,714 shares 73,714 $3.85M 0.11% -26,303 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 48,651 shares; 2025Q2: 37,508 shares; 2025Q3: 39,528 shares; 2025Q4: 40,205 shares; 2026Q1: 22,811 shares; 2026Q2: 19,815 shares; 2026Q3: 23,593 shares 23,593 $3.84M 0.1% +3,778 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,466 shares; 2025Q4: 14,358 shares; 2026Q1: 12,613 shares; 2026Q2: 15,165 shares; 2026Q3: 18,656 shares 18,656 $3.75M 0.1% +3,491 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,753 shares; 2025Q1: 44,975 shares; 2025Q2: 44,310 shares; 2025Q3: 42,080 shares; 2025Q4: 39,668 shares; 2026Q1: 39,039 shares; 2026Q2: 38,219 shares; 2026Q3: 36,369 shares 36,369 $3.75M 0.1% -1,850 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,160 shares; 2025Q1: 74,625 shares; 2025Q2: 72,641 shares; 2025Q3: 74,972 shares; 2025Q4: 156,046 shares; 2026Q1: 155,375 shares; 2026Q2: 164,498 shares; 2026Q3: 166,481 shares 166,481 $3.74M 0.1% +1,983 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,333 shares; 2026Q1: 3,749 shares; 2026Q2: 4,605 shares; 2026Q3: 4,913 shares 4,913 $3.7M 0.1% +308 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,733 shares; 2025Q4: 13,688 shares; 2026Q1: 15,398 shares; 2026Q2: 17,215 shares; 2026Q3: 16,687 shares 16,687 $3.69M 0.1% -528 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,064 shares; 2025Q1: 28,077 shares; 2025Q2: 28,099 shares; 2025Q3: 32,846 shares; 2025Q4: 34,197 shares; 2026Q1: 35,211 shares; 2026Q2: 35,591 shares; 2026Q3: 35,601 shares 35,601 $3.67M 0.1% +10 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,253 shares; 2025Q4: 6,874 shares; 2026Q1: 7,051 shares; 2026Q2: 7,648 shares; 2026Q3: 7,166 shares 7,166 $3.67M 0.1% -482 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,503 shares; 2025Q4: 13,279 shares; 2026Q1: 13,157 shares; 2026Q2: 12,900 shares; 2026Q3: 12,266 shares 12,266 $3.66M 0.1% -634 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,293 shares; 2025Q4: 10,406 shares; 2026Q1: 9,297 shares; 2026Q2: 10,405 shares; 2026Q3: 10,547 shares 10,547 $3.64M 0.1% +142 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; 2024Q4: 16,595 shares; 2025Q1: 14,652 shares; 2025Q2: 13,103 shares; 2025Q3: 17,904 shares; 2025Q4: 18,836 shares; 2026Q1: 18,931 shares; 2026Q2: 15,858 shares; 2026Q3: 23,675 shares 23,675 $3.63M 0.1% +7,817 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,694 shares; 2025Q4: 9,913 shares; 2026Q1: 10,020 shares; 2026Q2: 10,071 shares; 2026Q3: 10,091 shares 10,091 $3.62M 0.1% +20 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,873 shares; 2025Q1: 142,328 shares; 2025Q2: 133,728 shares; 2025Q3: 128,301 shares; 2025Q4: 112,161 shares; 2026Q1: 104,528 shares; 2026Q2: 104,078 shares; 2026Q3: 94,453 shares 94,453 $3.58M 0.1% -9,625 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,770 shares; 2025Q1: 135,802 shares; 2025Q2: 128,503 shares; 2025Q3: 129,519 shares; 2025Q4: 132,705 shares; 2026Q1: 72,165 shares; 2026Q2: 72,956 shares; 2026Q3: 75,129 shares 75,129 $3.56M 0.1% +2,173 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,928 shares; 2025Q1: 18,442 shares; 2025Q2: 22,325 shares; 2025Q3: 23,694 shares; 2025Q4: 24,870 shares; 2026Q1: 31,662 shares; 2026Q2: 30,067 shares; 2026Q3: 31,010 shares 31,010 $3.56M 0.1% +943 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,095 shares; 2025Q1: not reported; 2025Q2: 37,645 shares; 2025Q3: 62,325 shares; 2025Q4: 87,497 shares; 2026Q1: 73,678 shares; 2026Q2: 78,434 shares; 2026Q3: 70,186 shares 70,186 $3.53M 0.1% -8,248 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,344 shares; 2025Q1: 156,846 shares; 2025Q2: 172,353 shares; 2025Q3: 102,639 shares; 2025Q4: 112,208 shares; 2026Q1: 101,030 shares; 2026Q2: 101,035 shares; 2026Q3: 100,741 shares 100,741 $3.5M 0.1% -294 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; 2024Q4: 99,050 shares; 2025Q1: 82,815 shares; 2025Q2: 82,671 shares; 2025Q3: 84,250 shares; 2025Q4: 90,703 shares; 2026Q1: 95,707 shares; 2026Q2: 97,857 shares; 2026Q3: 105,279 shares 105,279 $3.5M 0.1% +7,422 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,410 shares; 2026Q2: 74,681 shares; 2026Q3: 75,429 shares 75,429 $3.49M 0.1% +748 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,626 shares; 2025Q4: 20,218 shares; 2026Q1: 18,957 shares; 2026Q2: 15,883 shares; 2026Q3: 15,894 shares 15,894 $3.35M 0.09% +11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,883 shares; 2025Q3: 12,478 shares; 2025Q4: 12,186 shares; 2026Q1: 14,135 shares; 2026Q2: 14,208 shares; 2026Q3: 13,938 shares 13,938 $3.34M 0.09% -270 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,207 shares; 2025Q4: 34,694 shares; 2026Q1: 44,670 shares; 2026Q2: 34,554 shares; 2026Q3: 47,157 shares 47,157 $3.33M 0.09% +12,603 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares; 2025Q4: 4,138 shares; 2026Q1: 4,910 shares; 2026Q2: 4,855 shares; 2026Q3: 5,702 shares 5,702 $3.29M 0.09% +847 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 51,415 shares; 2025Q2: 62,115 shares; 2025Q3: 66,971 shares; 2025Q4: 67,499 shares; 2026Q1: 80,988 shares; 2026Q2: 77,700 shares; 2026Q3: 96,918 shares 96,918 $3.28M 0.09% +19,218 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,456 shares; 2026Q1: 3,137 shares; 2026Q2: 3,152 shares; 2026Q3: 3,638 shares 3,638 $3.25M 0.09% +486 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,434 shares; 2025Q1: 50,630 shares; 2025Q2: 62,220 shares; 2025Q3: 80,919 shares; 2025Q4: 90,450 shares; 2026Q1: 73,338 shares; 2026Q2: 88,365 shares; 2026Q3: 113,502 shares 113,502 $3.22M 0.09% +25,137 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,020 shares; 2025Q1: 33,224 shares; 2025Q2: 33,474 shares; 2025Q3: 42,145 shares; 2025Q4: 43,000 shares; 2026Q1: 42,300 shares; 2026Q2: 39,033 shares; 2026Q3: 38,176 shares 38,176 $3.21M 0.09% -857 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,705 shares; 2025Q2: 15,427 shares; 2025Q3: 21,262 shares; 2025Q4: 23,643 shares; 2026Q1: 35,362 shares; 2026Q2: 34,190 shares; 2026Q3: 39,335 shares 39,335 $3.19M 0.09% +5,145 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,894 shares; 2025Q4: 3,196 shares; 2026Q1: 3,810 shares; 2026Q2: 3,687 shares; 2026Q3: 3,292 shares 3,292 $3.16M 0.09% -395 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,120 shares; 2025Q4: 15,727 shares; 2026Q1: 14,360 shares; 2026Q2: 13,140 shares; 2026Q3: 11,225 shares 11,225 $3.11M 0.08% -1,915 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,770 shares; 2025Q4: 17,344 shares; 2026Q1: 16,488 shares; 2026Q2: 18,260 shares; 2026Q3: 18,970 shares 18,970 $3.1M 0.08% +710 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,891 shares; 2025Q3: 25,643 shares; 2025Q4: 45,141 shares; 2026Q1: 37,112 shares; 2026Q2: 41,756 shares; 2026Q3: 41,855 shares 41,855 $3.07M 0.08% +99 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,692 shares; 2025Q4: 3,096 shares; 2026Q1: 2,166 shares; 2026Q2: 2,677 shares; 2026Q3: 2,930 shares 2,930 $3.03M 0.08% +253 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,896 shares; 2025Q4: 11,812 shares; 2026Q1: 19,808 shares; 2026Q2: 20,269 shares; 2026Q3: 20,529 shares 20,529 $3.02M 0.08% +260 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,946 shares; 2025Q4: 10,381 shares; 2026Q1: 10,782 shares; 2026Q2: 14,259 shares; 2026Q3: 16,127 shares 16,127 $3.01M 0.08% +1,868 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; 2024Q4: 188,057 shares; 2025Q1: 192,293 shares; 2025Q2: 186,778 shares; 2025Q3: 175,115 shares; 2025Q4: 154,383 shares; 2026Q1: 143,022 shares; 2026Q2: 143,080 shares; 2026Q3: 134,356 shares 134,356 $2.97M 0.08% -8,724 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 4,690 shares; 2026Q1: 5,573 shares; 2026Q2: 6,674 shares; 2026Q3: 10,415 shares 10,415 $2.93M 0.08% +3,741 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,301 shares; 2025Q4: 7,966 shares; 2026Q1: 9,321 shares; 2026Q2: 11,659 shares; 2026Q3: 10,082 shares 10,082 $2.93M 0.08% -1,577 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,010 shares; 2025Q3: 37,274 shares; 2025Q4: 43,121 shares; 2026Q1: 42,116 shares; 2026Q2: 43,263 shares; 2026Q3: 41,856 shares 41,856 $2.92M 0.08% -1,407 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,174 shares; 2026Q1: 32,534 shares; 2026Q2: 152,802 shares; 2026Q3: 153,576 shares 153,576 $2.9M 0.08% +774 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,486 shares; 2025Q4: 4,485 shares; 2026Q1: 4,415 shares; 2026Q2: 6,308 shares; 2026Q3: 6,638 shares 6,638 $2.89M 0.08% +330 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; 2024Q4: 33,374 shares; 2025Q1: 32,673 shares; 2025Q2: 30,750 shares; 2025Q3: 46,269 shares; 2025Q4: 45,581 shares; 2026Q1: 49,988 shares; 2026Q2: 49,257 shares; 2026Q3: 47,659 shares 47,659 $2.85M 0.08% -1,598 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,324 shares; 2025Q4: 3,576 shares; 2026Q1: 5,280 shares; 2026Q2: 5,548 shares; 2026Q3: 6,631 shares 6,631 $2.83M 0.08% +1,083 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,027 shares; 2025Q3: 11,639 shares; 2025Q4: 11,236 shares; 2026Q1: 13,015 shares; 2026Q2: 12,976 shares; 2026Q3: 19,425 shares 19,425 $2.81M 0.08% +6,449 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,219 shares; 2025Q4: 8,447 shares; 2026Q1: 7,115 shares; 2026Q2: 7,142 shares; 2026Q3: 7,042 shares 7,042 $2.8M 0.08% -100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,736 shares; 2025Q4: 4,215 shares; 2026Q1: 5,916 shares; 2026Q2: 5,778 shares; 2026Q3: 7,696 shares 7,696 $2.78M 0.08% +1,918 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,091 shares; 2025Q2: 17,883 shares; 2025Q3: 27,828 shares; 2025Q4: 29,110 shares; 2026Q1: 27,270 shares; 2026Q2: 24,744 shares; 2026Q3: 24,531 shares 24,531 $2.73M 0.07% -213 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,333 shares; 2025Q1: 90,916 shares; 2025Q2: 95,690 shares; 2025Q3: 108,602 shares; 2025Q4: 117,217 shares; 2026Q1: 114,273 shares; 2026Q2: 113,307 shares; 2026Q3: 99,462 shares 99,462 $2.72M 0.07% -13,845 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,225 shares; 2025Q4: 3,994 shares; 2026Q1: 6,421 shares; 2026Q2: 6,840 shares; 2026Q3: 7,290 shares 7,290 $2.71M 0.07% +450 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,669 shares; 2025Q4: 20,277 shares; 2026Q1: 23,770 shares; 2026Q2: 28,639 shares; 2026Q3: 28,157 shares 28,157 $2.71M 0.07% -482 Timeline AMID EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,646 shares; 2026Q2: 72,802 shares; 2026Q3: 72,640 shares 72,640 $2.69M 0.07% -162 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,754 shares; 2025Q4: 4,754 shares; 2026Q1: 4,765 shares; 2026Q2: 4,425 shares; 2026Q3: 8,294 shares 8,294 $2.65M 0.07% +3,869 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,550 shares; 2025Q4: 6,812 shares; 2026Q1: 5,793 shares; 2026Q2: 6,135 shares; 2026Q3: 6,422 shares 6,422 $2.65M 0.07% +287 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; 2024Q4: 13,344 shares; 2025Q1: 17,038 shares; 2025Q2: 12,440 shares; 2025Q3: 9,211 shares; 2025Q4: 6,022 shares; 2026Q1: 3,852 shares; 2026Q2: 5,058 shares; 2026Q3: 6,919 shares 6,919 $2.64M 0.07% +1,861 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,560 shares; 2025Q4: 11,063 shares; 2026Q1: 10,833 shares; 2026Q2: 18,964 shares; 2026Q3: 25,924 shares 25,924 $2.64M 0.07% +6,960 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,032 shares; 2025Q3: 28,722 shares; 2025Q4: 28,908 shares; 2026Q1: 28,015 shares; 2026Q2: 32,901 shares; 2026Q3: 31,992 shares 31,992 $2.64M 0.07% -909 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,423 shares; 2025Q4: 2,621 shares; 2026Q1: 2,315 shares; 2026Q2: 18,489 shares; 2026Q3: 20,634 shares 20,634 $2.61M 0.07% +2,145 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 1,858 shares; 2026Q1: 2,026 shares; 2026Q2: 1,942 shares; 2026Q3: 5,343 shares 5,343 $2.6M 0.07% +3,401 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,201 shares; 2025Q3: 13,662 shares; 2025Q4: 10,756 shares; 2026Q1: 19,557 shares; 2026Q2: 22,099 shares; 2026Q3: 15,066 shares 15,066 $2.6M 0.07% -7,033 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 711 shares; 2026Q1: 1,234 shares; 2026Q2: 12,036 shares; 2026Q3: 13,542 shares 13,542 $2.57M 0.07% +1,506 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,866 shares; 2025Q4: 6,384 shares; 2026Q1: 12,503 shares; 2026Q2: 15,885 shares; 2026Q3: 41,969 shares 41,969 $2.57M 0.07% +26,084 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,983 shares; 2025Q4: 3,423 shares; 2026Q1: 3,883 shares; 2026Q2: 4,126 shares; 2026Q3: 6,790 shares 6,790 $2.56M 0.07% +2,664 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,818 shares; 2025Q4: 6,601 shares; 2026Q1: 5,431 shares; 2026Q2: 9,561 shares; 2026Q3: 13,830 shares 13,830 $2.52M 0.07% +4,269 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,576 shares; 2025Q4: 7,515 shares; 2026Q1: 9,847 shares; 2026Q2: 15,655 shares; 2026Q3: 13,196 shares 13,196 $2.5M 0.07% -2,459 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,224 shares; 2025Q1: 45,623 shares; 2025Q2: 44,168 shares; 2025Q3: 39,024 shares; 2025Q4: 32,453 shares; 2026Q1: 31,857 shares; 2026Q2: 30,743 shares; 2026Q3: 26,964 shares 26,964 $2.49M 0.07% -3,779 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,416 shares; 2025Q4: 4,712 shares; 2026Q1: 6,143 shares; 2026Q2: 5,876 shares; 2026Q3: 5,955 shares 5,955 $2.49M 0.07% +79 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,287 shares; 2025Q4: 11,015 shares; 2026Q1: 5,267 shares; 2026Q2: 3,886 shares; 2026Q3: 11,008 shares 11,008 $2.49M 0.07% +7,122 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,991 shares; 2025Q4: 9,250 shares; 2026Q1: 14,382 shares; 2026Q2: 11,430 shares; 2026Q3: 11,189 shares 11,189 $2.48M 0.07% -241 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 2,042 shares; 2026Q1: 2,185 shares; 2026Q2: 2,212 shares; 2026Q3: 9,402 shares 9,402 $2.47M 0.07% +7,190 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,859 shares; 2025Q4: 3,724 shares; 2026Q1: 2,826 shares; 2026Q2: 1,796 shares; 2026Q3: 1,655 shares 1,655 $2.46M 0.07% -141 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; 2024Q4: 77,969 shares; 2025Q1: 71,871 shares; 2025Q2: 70,872 shares; 2025Q3: 72,904 shares; 2025Q4: 72,115 shares; 2026Q1: 72,793 shares; 2026Q2: 69,814 shares; 2026Q3: 71,246 shares 71,246 $2.46M 0.07% +1,432 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,596 shares; 2025Q4: 6,881 shares; 2026Q1: 5,995 shares; 2026Q2: 8,359 shares; 2026Q3: 8,051 shares 8,051 $2.44M 0.07% -308 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 2,081 shares; 2026Q1: 2,395 shares; 2026Q2: 2,652 shares; 2026Q3: 3,388 shares 3,388 $2.42M 0.07% +736 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,138 shares; 2025Q1: 41,154 shares; 2025Q2: 41,251 shares; 2025Q3: 42,190 shares; 2025Q4: 42,491 shares; 2026Q1: 42,500 shares; 2026Q2: 43,590 shares; 2026Q3: 43,614 shares 43,614 $2.42M 0.07% +24 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,112 shares; 2025Q4: 6,006 shares; 2026Q1: 6,743 shares; 2026Q2: 6,769 shares; 2026Q3: 10,291 shares 10,291 $2.41M 0.07% +3,522 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,679 shares; 2025Q4: 4,722 shares; 2026Q1: 6,657 shares; 2026Q2: 6,365 shares; 2026Q3: 6,436 shares 6,436 $2.4M 0.07% +71 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,541 shares; 2025Q4: 21,368 shares; 2026Q1: 20,816 shares; 2026Q2: 17,045 shares; 2026Q3: 20,354 shares 20,354 $2.38M 0.07% +3,309 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,948 shares; 2025Q4: 6,436 shares; 2026Q1: 6,338 shares; 2026Q2: 6,412 shares; 2026Q3: 7,565 shares 7,565 $2.36M 0.06% +1,153 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,041 shares; 2025Q1: 34,500 shares; 2025Q2: 30,356 shares; 2025Q3: 47,338 shares; 2025Q4: 41,020 shares; 2026Q1: 24,004 shares; 2026Q2: 36,337 shares; 2026Q3: 47,093 shares 47,093 $2.33M 0.06% +10,756 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,895 shares; 2025Q4: 43,224 shares; 2026Q1: 43,731 shares; 2026Q2: 43,506 shares; 2026Q3: 43,655 shares 43,655 $2.33M 0.06% +149 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,914 shares; 2025Q4: 25,584 shares; 2026Q1: 30,119 shares; 2026Q2: 28,871 shares; 2026Q3: 33,174 shares 33,174 $2.32M 0.06% +4,303 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,241 shares; 2025Q4: 18,730 shares; 2026Q1: 14,953 shares; 2026Q2: 17,986 shares; 2026Q3: 25,226 shares 25,226 $2.32M 0.06% +7,240 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,878 shares; 2026Q2: 63,261 shares; 2026Q3: 64,450 shares 64,450 $2.29M 0.06% +1,189 Timeline JCPB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,586 shares; 2025Q4: 18,415 shares; 2026Q1: 17,151 shares; 2026Q2: 43,303 shares; 2026Q3: 51,221 shares 51,221 $2.29M 0.06% +7,918 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,642 shares; 2025Q4: 9,743 shares; 2026Q1: 10,581 shares; 2026Q2: 23,477 shares; 2026Q3: 27,214 shares 27,214 $2.27M 0.06% +3,737 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,875 shares; 2025Q3: 37,170 shares; 2025Q4: 35,810 shares; 2026Q1: 35,135 shares; 2026Q2: 40,637 shares; 2026Q3: 41,779 shares 41,779 $2.26M 0.06% +1,142 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; 2024Q4: 11,622 shares; 2025Q1: 11,465 shares; 2025Q2: 12,163 shares; 2025Q3: 17,655 shares; 2025Q4: 17,407 shares; 2026Q1: 18,157 shares; 2026Q2: 18,195 shares; 2026Q3: 19,580 shares 19,580 $2.26M 0.06% +1,385 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,956 shares; 2025Q4: 5,868 shares; 2026Q1: 5,581 shares; 2026Q2: 7,752 shares; 2026Q3: 9,856 shares 9,856 $2.24M 0.06% +2,104 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,915 shares; 2026Q1: 5,972 shares; 2026Q2: 11,888 shares; 2026Q3: 16,963 shares 16,963 $2.22M 0.06% +5,075 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,883 shares; 2025Q4: 8,266 shares; 2026Q1: 8,258 shares; 2026Q2: 8,622 shares; 2026Q3: 7,555 shares 7,555 $2.21M 0.06% -1,067 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,347 shares; 2025Q3: 28,755 shares; 2025Q4: 26,056 shares; 2026Q1: 26,799 shares; 2026Q2: 21,281 shares; 2026Q3: 17,407 shares 17,407 $2.21M 0.06% -3,874 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,140 shares; 2025Q4: 7,570 shares; 2026Q1: 9,313 shares; 2026Q2: 9,379 shares; 2026Q3: 9,950 shares 9,950 $2.2M 0.06% +571 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,285 shares; 2026Q1: 17,344 shares; 2026Q2: 30,399 shares; 2026Q3: 67,849 shares 67,849 $2.2M 0.06% +37,450 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 143,745 shares; 2025Q1: 178,016 shares; 2025Q2: 193,864 shares; 2025Q3: 247,670 shares; 2025Q4: 254,492 shares; 2026Q1: 238,537 shares; 2026Q2: 253,936 shares; 2026Q3: 40,033 shares 40,033 $2.16M 0.06% -213,903 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,477 shares; 2025Q4: 9,544 shares; 2026Q1: 9,182 shares; 2026Q2: 10,587 shares; 2026Q3: 9,380 shares 9,380 $2.14M 0.06% -1,207 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 909 shares; 2025Q4: 971 shares; 2026Q1: 1,614 shares; 2026Q2: 1,751 shares; 2026Q3: 2,022 shares 2,022 $2.14M 0.06% +271 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,333 shares; 2026Q3: 17,804 shares 17,804 $2.14M 0.06% +471 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552 shares; 2025Q4: 1,429 shares; 2026Q1: 2,082 shares; 2026Q2: 4,274 shares; 2026Q3: 6,084 shares 6,084 $2.13M 0.06% +1,810 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 3,155 shares; 2026Q1: 2,750 shares; 2026Q2: 3,460 shares; 2026Q3: 4,468 shares 4,468 $2.13M 0.06% +1,008 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,093 shares; 2025Q4: 18,455 shares; 2026Q1: 18,336 shares; 2026Q2: 18,177 shares; 2026Q3: 17,307 shares 17,307 $2.13M 0.06% -870 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,031 shares; 2025Q4: 2,095 shares; 2026Q1: 2,241 shares; 2026Q2: 2,463 shares; 2026Q3: 2,695 shares 2,695 $2.1M 0.06% +232 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; 2024Q4: 97,006 shares; 2025Q1: 110,937 shares; 2025Q2: 110,522 shares; 2025Q3: 111,905 shares; 2025Q4: 100,587 shares; 2026Q1: 96,567 shares; 2026Q2: 94,620 shares; 2026Q3: 87,313 shares 87,313 $2.09M 0.06% -7,307 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 4,091 shares; 2026Q1: 2,068 shares; 2026Q2: 6,882 shares; 2026Q3: 5,701 shares 5,701 $2.08M 0.06% -1,181 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,682 shares; 2025Q4: 6,161 shares; 2026Q1: 3,754 shares; 2026Q2: 3,340 shares; 2026Q3: 6,206 shares 6,206 $2.08M 0.06% +2,866 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,640 shares; 2026Q1: 4,207 shares; 2026Q2: 4,263 shares; 2026Q3: 4,513 shares 4,513 $2.07M 0.06% +250 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,196 shares; 2025Q4: 5,741 shares; 2026Q1: 5,571 shares; 2026Q2: 7,085 shares; 2026Q3: 7,724 shares 7,724 $2.05M 0.06% +639 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; 2024Q4: 10,513 shares; 2025Q1: 10,902 shares; 2025Q2: 12,793 shares; 2025Q3: 14,281 shares; 2025Q4: 16,739 shares; 2026Q1: 23,577 shares; 2026Q2: 24,664 shares; 2026Q3: 26,001 shares 26,001 $2.04M 0.06% +1,337 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,935 shares; 2025Q3: 32,622 shares; 2025Q4: 34,064 shares; 2026Q1: 34,349 shares; 2026Q2: 31,809 shares; 2026Q3: 33,699 shares 33,699 $2.02M 0.06% +1,890 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,175 shares; 2025Q4: 7,898 shares; 2026Q1: 7,216 shares; 2026Q2: 6,205 shares; 2026Q3: 5,603 shares 5,603 $2.02M 0.06% -602 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,049 shares; 2026Q3: 12,431 shares 12,431 $2.02M 0.06% +8,382 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,696 shares; 2025Q4: 12,462 shares; 2026Q1: 12,356 shares; 2026Q2: 11,898 shares; 2026Q3: 9,558 shares 9,558 $2.02M 0.06% -2,340 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,130 shares; 2025Q1: 16,130 shares; 2025Q2: 23,366 shares; 2025Q3: 44,783 shares; 2025Q4: 47,194 shares; 2026Q1: 47,349 shares; 2026Q2: 47,119 shares; 2026Q3: 47,619 shares 47,619 $1.97M 0.05% +500 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,892 shares; 2025Q4: 5,830 shares; 2026Q1: 8,144 shares; 2026Q2: 8,580 shares; 2026Q3: 8,810 shares 8,810 $1.94M 0.05% +230 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,763 shares; 2025Q4: 3,824 shares; 2026Q1: 3,829 shares; 2026Q2: 3,622 shares; 2026Q3: 4,337 shares 4,337 $1.93M 0.05% +715 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; 2024Q4: 25,359 shares; 2025Q1: 24,709 shares; 2025Q2: 27,624 shares; 2025Q3: 38,072 shares; 2025Q4: 38,279 shares; 2026Q1: 38,338 shares; 2026Q2: 38,456 shares; 2026Q3: 38,630 shares 38,630 $1.92M 0.05% +174 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; 2024Q4: 35,744 shares; 2025Q1: 35,744 shares; 2025Q2: 37,664 shares; 2025Q3: 42,917 shares; 2025Q4: 42,730 shares; 2026Q1: 42,730 shares; 2026Q2: 42,750 shares; 2026Q3: 49,139 shares 49,139 $1.92M 0.05% +6,389 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,871 shares; 2025Q3: 21,252 shares; 2025Q4: 25,849 shares; 2026Q1: 24,390 shares; 2026Q2: 23,820 shares; 2026Q3: 23,601 shares 23,601 $1.89M 0.05% -219 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,476 shares; 2026Q1: 2,443 shares; 2026Q2: 1,878 shares; 2026Q3: 2,474 shares 2,474 $1.89M 0.05% +596 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares; 2025Q4: 4,607 shares; 2026Q1: 9,608 shares; 2026Q2: 9,704 shares; 2026Q3: 12,437 shares 12,437 $1.87M 0.05% +2,733 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,353 shares; 2025Q1: 29,960 shares; 2025Q2: 28,897 shares; 2025Q3: 26,599 shares; 2025Q4: 34,137 shares; 2026Q1: 25,145 shares; 2026Q2: 24,020 shares; 2026Q3: 20,913 shares 20,913 $1.87M 0.05% -3,107 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,004 shares; 2025Q1: 46,011 shares; 2025Q2: 45,132 shares; 2025Q3: 44,168 shares; 2025Q4: 44,188 shares; 2026Q1: 44,193 shares; 2026Q2: 46,003 shares; 2026Q3: 49,589 shares 49,589 $1.83M 0.05% +3,586 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,422 shares; 2025Q4: 14,348 shares; 2026Q1: 14,479 shares; 2026Q2: 14,184 shares; 2026Q3: 14,132 shares 14,132 $1.77M 0.05% -52 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,280 shares; 2025Q4: 7,426 shares; 2026Q1: 9,138 shares; 2026Q2: 10,874 shares; 2026Q3: 11,343 shares 11,343 $1.76M 0.05% +469 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,408 shares; 2025Q1: 11,905 shares; 2025Q2: 15,714 shares; 2025Q3: 23,273 shares; 2025Q4: 13,912 shares; 2026Q1: 39,522 shares; 2026Q2: 25,818 shares; 2026Q3: 31,346 shares 31,346 $1.76M 0.05% +5,528 Timeline ABIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,596 shares; 2026Q2: 48,321 shares; 2026Q3: 48,476 shares 48,476 $1.76M 0.05% +155 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,750 shares; 2025Q1: 191,750 shares; 2025Q2: 200,793 shares; 2025Q3: 207,543 shares; 2025Q4: 308,343 shares; 2026Q1: 178,343 shares; 2026Q2: 223,343 shares; 2026Q3: 178,857 shares 178,857 $1.75M 0.05% -44,486 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,484 shares; 2025Q4: 9,666 shares; 2026Q1: 5,841 shares; 2026Q2: 5,598 shares; 2026Q3: 6,502 shares 6,502 $1.75M 0.05% +904 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; 2024Q4: 54,051 shares; 2025Q1: 62,402 shares; 2025Q2: 54,933 shares; 2025Q3: 57,022 shares; 2025Q4: 56,881 shares; 2026Q1: 56,198 shares; 2026Q2: 52,572 shares; 2026Q3: 53,373 shares 53,373 $1.74M 0.05% +801 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,540 shares; 2025Q4: 3,644 shares; 2026Q1: 3,579 shares; 2026Q2: 3,669 shares; 2026Q3: 5,663 shares 5,663 $1.73M 0.05% +1,994 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; 2024Q4: 14,603 shares; 2025Q1: 14,640 shares; 2025Q2: 13,727 shares; 2025Q3: 15,985 shares; 2025Q4: 14,447 shares; 2026Q1: 13,442 shares; 2026Q2: 13,701 shares; 2026Q3: 12,935 shares 12,935 $1.73M 0.05% -766 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,268 shares; 2025Q4: 2,766 shares; 2026Q1: 2,613 shares; 2026Q2: 2,574 shares; 2026Q3: 2,733 shares 2,733 $1.73M 0.05% +159 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,104 shares; 2025Q4: 5,101 shares; 2026Q1: 4,969 shares; 2026Q2: 4,771 shares; 2026Q3: 6,905 shares 6,905 $1.73M 0.05% +2,134 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,520 shares; 2025Q4: 9,485 shares; 2026Q1: 9,486 shares; 2026Q2: 9,487 shares; 2026Q3: 9,488 shares 9,488 $1.71M 0.05% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,428 shares; 2025Q4: 6,347 shares; 2026Q1: 6,351 shares; 2026Q2: 6,365 shares; 2026Q3: 6,584 shares 6,584 $1.68M 0.05% +219 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,271 shares; 2025Q4: 9,482 shares; 2026Q1: 21,347 shares; 2026Q2: 25,117 shares; 2026Q3: 22,555 shares 22,555 $1.67M 0.05% -2,562 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,980 shares; 2025Q4: 25,331 shares; 2026Q1: 25,014 shares; 2026Q2: 26,853 shares; 2026Q3: 26,034 shares 26,034 $1.66M 0.05% -819 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,108 shares; 2025Q4: 10,145 shares; 2026Q1: 12,997 shares; 2026Q2: 17,154 shares; 2026Q3: 20,030 shares 20,030 $1.64M 0.04% +2,876 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; 2024Q4: 46,615 shares; 2025Q1: 51,543 shares; 2025Q2: 52,050 shares; 2025Q3: 56,235 shares; 2025Q4: 55,238 shares; 2026Q1: 57,113 shares; 2026Q2: 56,667 shares; 2026Q3: 72,529 shares 72,529 $1.63M 0.04% +15,862 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,497 shares; 2025Q4: 5,513 shares; 2026Q1: 4,586 shares; 2026Q2: 4,291 shares; 2026Q3: 4,003 shares 4,003 $1.62M 0.04% -288 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,776 shares; 2025Q4: 6,265 shares; 2026Q1: 21,308 shares; 2026Q2: 24,204 shares; 2026Q3: 30,427 shares 30,427 $1.62M 0.04% +6,223 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; 2024Q4: 11,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,055 shares; 2025Q4: 13,397 shares; 2026Q1: 15,958 shares; 2026Q2: 17,787 shares; 2026Q3: 23,021 shares 23,021 $1.62M 0.04% +5,234 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516 shares; 2026Q2: 3,401 shares; 2026Q3: 3,201 shares 3,201 $1.61M 0.04% -200 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,171 shares; 2025Q4: 3,777 shares; 2026Q1: 4,401 shares; 2026Q2: 5,758 shares; 2026Q3: 6,029 shares 6,029 $1.61M 0.04% +271 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,871 shares; 2025Q1: 10,794 shares; 2025Q2: 11,277 shares; 2025Q3: 11,296 shares; 2025Q4: 11,060 shares; 2026Q1: 10,868 shares; 2026Q2: 54,053 shares; 2026Q3: 55,183 shares 55,183 $1.6M 0.04% +1,130 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 7,613 shares; 2026Q1: 11,060 shares; 2026Q2: 11,052 shares; 2026Q3: 11,423 shares 11,423 $1.6M 0.04% +371 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,939 shares; 2025Q4: 12,776 shares; 2026Q1: 12,555 shares; 2026Q2: 12,861 shares; 2026Q3: 13,505 shares 13,505 $1.58M 0.04% +644 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,188 shares; 2025Q4: not reported; 2026Q1: 8,062 shares; 2026Q2: 8,111 shares; 2026Q3: 7,726 shares 7,726 $1.58M 0.04% -385 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: 2,072 shares; 2026Q2: 2,042 shares; 2026Q3: 2,272 shares 2,272 $1.58M 0.04% +230 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,220 shares; 2026Q1: 12,028 shares; 2026Q2: 25,619 shares; 2026Q3: 35,920 shares 35,920 $1.57M 0.04% +10,301 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; 2024Q4: 10,964 shares; 2025Q1: 11,548 shares; 2025Q2: 10,170 shares; 2025Q3: 10,207 shares; 2025Q4: 12,147 shares; 2026Q1: 14,281 shares; 2026Q2: 15,311 shares; 2026Q3: 17,487 shares 17,487 $1.57M 0.04% +2,176 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,139 shares; 2026Q1: 12,067 shares; 2026Q2: 12,164 shares; 2026Q3: 13,682 shares 13,682 $1.57M 0.04% +1,518 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,707 shares; 2025Q4: 7,706 shares; 2026Q1: 7,590 shares; 2026Q2: 7,783 shares; 2026Q3: 6,813 shares 6,813 $1.56M 0.04% -970 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 7,583 shares; 2026Q1: 5,772 shares; 2026Q2: 5,188 shares; 2026Q3: 7,193 shares 7,193 $1.55M 0.04% +2,005 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 479 shares; 2026Q2: 657 shares; 2026Q3: 815 shares 815 $1.54M 0.04% +158 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,075 shares; 2025Q1: 36,330 shares; 2025Q2: 35,015 shares; 2025Q3: 34,015 shares; 2025Q4: 33,515 shares; 2026Q1: 31,495 shares; 2026Q2: 31,495 shares; 2026Q3: 27,670 shares 27,670 $1.54M 0.04% -3,825 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,164 shares; 2025Q4: 3,969 shares; 2026Q1: 2,398 shares; 2026Q2: 2,344 shares; 2026Q3: 2,475 shares 2,475 $1.53M 0.04% +131 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,375 shares; 2025Q4: 14,503 shares; 2026Q1: 13,331 shares; 2026Q2: 13,131 shares; 2026Q3: 11,119 shares 11,119 $1.53M 0.04% -2,012 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares; 2026Q1: 1,464 shares; 2026Q2: 1,474 shares; 2026Q3: 1,529 shares 1,529 $1.52M 0.04% +55 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,846 shares; 2025Q1: 28,094 shares; 2025Q2: 29,387 shares; 2025Q3: 36,592 shares; 2025Q4: 39,250 shares; 2026Q1: 42,323 shares; 2026Q2: 32,943 shares; 2026Q3: 36,271 shares 36,271 $1.52M 0.04% +3,328 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,949 shares; 2025Q4: 3,833 shares; 2026Q1: 4,711 shares; 2026Q2: 4,951 shares; 2026Q3: 4,268 shares 4,268 $1.51M 0.04% -683 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,107 shares; 2026Q1: 10,391 shares; 2026Q2: 79,817 shares; 2026Q3: 9,844 shares 9,844 $1.49M 0.04% -69,973 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,082 shares; 2025Q4: 9,082 shares; 2026Q1: 8,849 shares; 2026Q2: 8,863 shares; 2026Q3: 8,793 shares 8,793 $1.49M 0.04% -70 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,728 shares; 2025Q1: 17,728 shares; 2025Q2: 17,735 shares; 2025Q3: 22,357 shares; 2025Q4: 21,114 shares; 2026Q1: 21,123 shares; 2026Q2: 21,131 shares; 2026Q3: 22,077 shares 22,077 $1.49M 0.04% +946 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,813 shares; 2026Q1: 2,564 shares; 2026Q2: 2,902 shares; 2026Q3: 3,660 shares 3,660 $1.49M 0.04% +758 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,905 shares; 2025Q2: 16,828 shares; 2025Q3: 14,189 shares; 2025Q4: 11,730 shares; 2026Q1: 11,275 shares; 2026Q2: 11,805 shares; 2026Q3: 12,549 shares 12,549 $1.47M 0.04% +744 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares; 2026Q3: 1,117 shares 1,117 $1.47M 0.04% +94 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,531 shares 6,531 $1.47M 0.04% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,119 shares; 2025Q4: 6,950 shares; 2026Q1: 6,952 shares; 2026Q2: 6,736 shares; 2026Q3: 6,520 shares 6,520 $1.47M 0.04% -216 Timeline FXL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,491 shares; 2025Q4: 6,491 shares; 2026Q1: 6,365 shares; 2026Q2: 6,365 shares; 2026Q3: 6,365 shares 6,365 $1.44M 0.04% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,418 shares; 2025Q1: 15,979 shares; 2025Q2: 32,272 shares; 2025Q3: 52,995 shares; 2025Q4: 53,572 shares; 2026Q1: 62,154 shares; 2026Q2: 61,958 shares; 2026Q3: 54,262 shares 54,262 $1.44M 0.04% -7,696 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,239 shares; 2025Q4: 3,726 shares; 2026Q1: 3,653 shares; 2026Q2: 4,273 shares; 2026Q3: 4,828 shares 4,828 $1.43M 0.04% +555 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,332 shares; 2025Q4: 8,455 shares; 2026Q1: 7,683 shares; 2026Q2: 7,556 shares; 2026Q3: 7,535 shares 7,535 $1.42M 0.04% -21 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,110 shares; 2025Q1: 11,428 shares; 2025Q2: 11,431 shares; 2025Q3: 11,626 shares; 2025Q4: 8,212 shares; 2026Q1: 13,082 shares; 2026Q2: 13,040 shares; 2026Q3: 15,064 shares 15,064 $1.42M 0.04% +2,024 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; 2024Q4: 15,180 shares; 2025Q1: 14,036 shares; 2025Q2: 13,751 shares; 2025Q3: 17,004 shares; 2025Q4: 18,156 shares; 2026Q1: 17,870 shares; 2026Q2: 17,018 shares; 2026Q3: 18,303 shares 18,303 $1.42M 0.04% +1,285 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,501 shares; 2025Q4: 5,093 shares; 2026Q1: 4,929 shares; 2026Q2: 4,926 shares; 2026Q3: 5,015 shares 5,015 $1.41M 0.04% +89 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,487 shares; 2025Q4: 9,872 shares; 2026Q1: 11,000 shares; 2026Q2: 10,016 shares; 2026Q3: 11,149 shares 11,149 $1.41M 0.04% +1,133 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,086 shares; 2025Q4: 1,200 shares; 2026Q1: 2,202 shares; 2026Q2: 2,999 shares; 2026Q3: 2,996 shares 2,996 $1.41M 0.04% -3 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,441 shares; 2025Q4: 10,236 shares; 2026Q1: 8,932 shares; 2026Q2: 8,922 shares; 2026Q3: 9,058 shares 9,058 $1.39M 0.04% +136 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,358 shares; 2025Q4: 2,479 shares; 2026Q1: 2,249 shares; 2026Q2: 2,547 shares; 2026Q3: 4,684 shares 4,684 $1.38M 0.04% +2,137 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,482 shares; 2025Q4: 4,900 shares; 2026Q1: 4,367 shares; 2026Q2: 4,290 shares; 2026Q3: 4,290 shares 4,290 $1.38M 0.04% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,439 shares; 2026Q1: 2,816 shares; 2026Q2: 3,225 shares; 2026Q3: 3,594 shares 3,594 $1.37M 0.04% +369 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,206 shares; 2025Q1: 43,206 shares; 2025Q2: 43,206 shares; 2025Q3: 43,206 shares; 2025Q4: 43,323 shares; 2026Q1: 43,323 shares; 2026Q2: 48,203 shares; 2026Q3: 47,646 shares 47,646 $1.36M 0.04% -557 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,336 shares; 2025Q1: 30,853 shares; 2025Q2: 33,169 shares; 2025Q3: 24,243 shares; 2025Q4: 19,720 shares; 2026Q1: 17,864 shares; 2026Q2: 18,250 shares; 2026Q3: 19,003 shares 19,003 $1.36M 0.04% +753 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,626 shares 38,626 $1.35M 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,178 shares; 2025Q3: 43,658 shares; 2025Q4: 39,033 shares; 2026Q1: 38,859 shares; 2026Q2: 43,980 shares; 2026Q3: 40,713 shares 40,713 $1.35M 0.04% -3,267 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,172 shares; 2025Q4: 21,264 shares; 2026Q1: 21,293 shares; 2026Q2: 21,404 shares; 2026Q3: 21,477 shares 21,477 $1.35M 0.04% +73 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 2,056 shares; 2026Q1: 2,931 shares; 2026Q2: 11,274 shares; 2026Q3: 8,641 shares 8,641 $1.33M 0.04% -2,633 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,053 shares; 2026Q1: 2,667 shares; 2026Q2: 8,044 shares; 2026Q3: 8,738 shares 8,738 $1.32M 0.04% +694 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 192 shares; 2026Q3: 1,000 shares 1,000 $1.31M 0.04% +808 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 5,138 shares; 2026Q2: 5,202 shares; 2026Q3: 5,615 shares 5,615 $1.31M 0.04% +413 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,814 shares; 2025Q4: 2,471 shares; 2026Q1: 1,295 shares; 2026Q2: 1,715 shares; 2026Q3: 3,085 shares 3,085 $1.3M 0.04% +1,370 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,896 shares; 2025Q1: 14,489 shares; 2025Q2: 13,649 shares; 2025Q3: 16,243 shares; 2025Q4: 28,472 shares; 2026Q1: 21,829 shares; 2026Q2: 40,523 shares; 2026Q3: 39,780 shares 39,780 $1.3M 0.04% -743 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; 2024Q4: not reported; 2025Q1: 15,438 shares; 2025Q2: 12,673 shares; 2025Q3: 13,303 shares; 2025Q4: 13,885 shares; 2026Q1: 12,758 shares; 2026Q2: 12,932 shares; 2026Q3: 14,777 shares 14,777 $1.3M 0.04% +1,845 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,921 shares; 2025Q1: 102,776 shares; 2025Q2: 104,458 shares; 2025Q3: 129,318 shares; 2025Q4: 138,286 shares; 2026Q1: 144,234 shares; 2026Q2: 29,022 shares; 2026Q3: 32,856 shares 32,856 $1.29M 0.04% +3,834 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,529 shares; 2025Q4: 6,500 shares; 2026Q1: 6,828 shares; 2026Q2: 6,043 shares; 2026Q3: 6,910 shares 6,910 $1.28M 0.04% +867 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,927 shares; 2026Q3: 27,434 shares 27,434 $1.28M 0.03% +8,507 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,203 shares; 2025Q4: 2,265 shares; 2026Q1: 2,305 shares; 2026Q2: 2,775 shares; 2026Q3: 2,415 shares 2,415 $1.28M 0.03% -360 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; 2024Q4: 13,027 shares; 2025Q1: 13,172 shares; 2025Q2: 12,637 shares; 2025Q3: 17,769 shares; 2025Q4: 16,055 shares; 2026Q1: 14,609 shares; 2026Q2: 15,161 shares; 2026Q3: 14,627 shares 14,627 $1.27M 0.03% -534 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 4,095 shares; 2026Q2: 4,033 shares; 2026Q3: 4,369 shares 4,369 $1.27M 0.03% +336 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,593 shares; 2025Q4: 3,401 shares; 2026Q1: 2,625 shares; 2026Q2: 2,878 shares; 2026Q3: 3,870 shares 3,870 $1.27M 0.03% +992 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,587 shares; 2025Q1: 10,861 shares; 2025Q2: 19,230 shares; 2025Q3: 20,911 shares; 2025Q4: 14,918 shares; 2026Q1: 9,478 shares; 2026Q2: 8,963 shares; 2026Q3: 7,191 shares 7,191 $1.25M 0.03% -1,772 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 3,922 shares; 2026Q1: 1,792 shares; 2026Q2: 4,338 shares; 2026Q3: 4,307 shares 4,307 $1.24M 0.03% -31 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,206 shares; 2025Q4: 4,445 shares; 2026Q1: not reported; 2026Q2: 4,130 shares; 2026Q3: 11,637 shares 11,637 $1.24M 0.03% +7,507 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,947 shares; 2025Q4: 11,276 shares; 2026Q1: 11,250 shares; 2026Q2: 12,897 shares; 2026Q3: 11,458 shares 11,458 $1.23M 0.03% -1,439 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,032 shares; 2025Q4: 4,580 shares; 2026Q1: 4,634 shares; 2026Q2: 5,356 shares; 2026Q3: 5,209 shares 5,209 $1.23M 0.03% -147 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,887 shares; 2025Q4: 9,756 shares; 2026Q1: 11,762 shares; 2026Q2: 19,313 shares; 2026Q3: 33,505 shares 33,505 $1.22M 0.03% +14,192 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares; 2025Q4: 3,762 shares; 2026Q1: 3,740 shares; 2026Q2: 3,576 shares; 2026Q3: 3,956 shares 3,956 $1.22M 0.03% +380 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares; 2026Q2: 686 shares; 2026Q3: 1,247 shares 1,247 $1.19M 0.03% +561 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,405 shares; 2025Q4: not reported; 2026Q1: 13,785 shares; 2026Q2: 16,112 shares; 2026Q3: 16,752 shares 16,752 $1.19M 0.03% +640 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,316 shares; 2025Q4: 7,225 shares; 2026Q1: 14,265 shares; 2026Q2: 14,263 shares; 2026Q3: 14,412 shares 14,412 $1.19M 0.03% +149 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,170 shares; 2025Q4: 18,350 shares; 2026Q1: 18,163 shares; 2026Q2: 16,899 shares; 2026Q3: 16,899 shares 16,899 $1.18M 0.03% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,702 shares; 2025Q1: 11,494 shares; 2025Q2: 11,385 shares; 2025Q3: 16,042 shares; 2025Q4: 15,843 shares; 2026Q1: 15,031 shares; 2026Q2: 13,658 shares; 2026Q3: 14,328 shares 14,328 $1.17M 0.03% +670 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,027 shares; 2025Q4: 1,947 shares; 2026Q1: not reported; 2026Q2: 4,379 shares; 2026Q3: 11,446 shares 11,446 $1.17M 0.03% +7,067 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,907 shares; 2026Q3: 5,556 shares 5,556 $1.16M 0.03% +649 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,604 shares; 2026Q2: 33,181 shares; 2026Q3: 41,375 shares 41,375 $1.16M 0.03% +8,194 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,349 shares; 2025Q3: 20,564 shares; 2025Q4: 30,902 shares; 2026Q1: 21,111 shares; 2026Q2: 21,072 shares; 2026Q3: 19,391 shares 19,391 $1.16M 0.03% -1,681 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,698 shares; 2025Q4: 4,517 shares; 2026Q1: 4,068 shares; 2026Q2: 3,838 shares; 2026Q3: 8,548 shares 8,548 $1.13M 0.03% +4,710 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,956 shares; 2025Q4: 6,932 shares; 2026Q1: 5,525 shares; 2026Q2: 4,908 shares; 2026Q3: 7,003 shares 7,003 $1.13M 0.03% +2,095 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,427 shares; 2026Q1: 2,966 shares; 2026Q2: 2,768 shares; 2026Q3: 2,435 shares 2,435 $1.12M 0.03% -333 Timeline IBGA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 49,613 shares 49,613 $1.11M 0.03% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,509 shares; 2025Q4: 8,546 shares; 2026Q1: 9,532 shares; 2026Q2: 7,853 shares; 2026Q3: 7,136 shares 7,136 $1.11M 0.03% -717 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,654 shares; 2026Q3: 8,575 shares 8,575 $1.1M 0.03% +4,921 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,650 shares; 2025Q4: 9,649 shares; 2026Q1: 9,649 shares; 2026Q2: 9,651 shares; 2026Q3: 6,832 shares 6,832 $1.09M 0.03% -2,819 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,802 shares; 2025Q4: 3,703 shares; 2026Q1: 10,909 shares; 2026Q2: 18,146 shares; 2026Q3: 19,479 shares 19,479 $1.09M 0.03% +1,333 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: 4,736 shares; 2026Q1: 5,407 shares; 2026Q2: 4,303 shares; 2026Q3: 5,098 shares 5,098 $1.09M 0.03% +795 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,244 shares; 2025Q4: 22,235 shares; 2026Q1: 19,701 shares; 2026Q2: 18,171 shares; 2026Q3: 18,913 shares 18,913 $1.09M 0.03% +742 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,419 shares; 2025Q3: 30,035 shares; 2025Q4: 53,082 shares; 2026Q1: 51,418 shares; 2026Q2: 53,171 shares; 2026Q3: 19,360 shares 19,360 $1.08M 0.03% -33,811 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,644 shares; 2025Q4: 10,181 shares; 2026Q1: 9,823 shares; 2026Q2: 10,025 shares; 2026Q3: 17,686 shares 17,686 $1.08M 0.03% +7,661 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,197 shares; 2025Q4: 2,463 shares; 2026Q1: 2,543 shares; 2026Q2: 3,283 shares; 2026Q3: 4,768 shares 4,768 $1.08M 0.03% +1,485 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,076 shares; 2025Q4: 995 shares; 2026Q1: 998 shares; 2026Q2: 1,061 shares; 2026Q3: 2,213 shares 2,213 $1.07M 0.03% +1,152 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 1,108 shares; 2026Q1: 1,200 shares; 2026Q2: 916 shares; 2026Q3: 1,122 shares 1,122 $1.07M 0.03% +206 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,148 shares; 2025Q4: 4,675 shares; 2026Q1: 3,837 shares; 2026Q2: 4,586 shares; 2026Q3: 4,503 shares 4,503 $1.07M 0.03% -83 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,332 shares; 2025Q4: 14,463 shares; 2026Q1: 23,231 shares; 2026Q2: 23,274 shares; 2026Q3: 46,287 shares 46,287 $1.07M 0.03% +23,013 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,021 shares; 2025Q4: 7,933 shares; 2026Q1: 7,864 shares; 2026Q2: 7,855 shares; 2026Q3: 8,041 shares 8,041 $1.06M 0.03% +186 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,000 shares; 2025Q1: 40,000 shares; 2025Q2: not reported; 2025Q3: 24,000 shares; 2025Q4: 49,416 shares; 2026Q1: 87,966 shares; 2026Q2: 47,966 shares; 2026Q3: 50,987 shares 50,987 $1.06M 0.03% +3,021 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 1,963 shares; 2026Q1: 1,834 shares; 2026Q2: 2,202 shares; 2026Q3: 2,448 shares 2,448 $1.06M 0.03% +246 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,971 shares; 2025Q4: 5,822 shares; 2026Q1: 6,518 shares; 2026Q2: 6,420 shares; 2026Q3: 6,264 shares 6,264 $1.06M 0.03% -156 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,116 shares; 2025Q4: 8,688 shares; 2026Q1: 9,783 shares; 2026Q2: 10,518 shares; 2026Q3: 12,147 shares 12,147 $1.06M 0.03% +1,629 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 2,100 shares; 2026Q1: 3,606 shares; 2026Q2: 4,914 shares; 2026Q3: 5,060 shares 5,060 $1.06M 0.03% +146 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,889 shares; 2025Q4: 11,806 shares; 2026Q1: 11,990 shares; 2026Q2: 14,481 shares; 2026Q3: 7,422 shares 7,422 $1.05M 0.03% -7,059 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,941 shares; 2025Q4: 3,230 shares; 2026Q1: 2,435 shares; 2026Q2: 6,331 shares; 2026Q3: 6,741 shares 6,741 $1.05M 0.03% +410 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; 2024Q4: 11,892 shares; 2025Q1: 11,724 shares; 2025Q2: not reported; 2025Q3: 15,434 shares; 2025Q4: 15,563 shares; 2026Q1: 15,207 shares; 2026Q2: 15,136 shares; 2026Q3: 13,186 shares 13,186 $1.05M 0.03% -1,950 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,249 shares; 2025Q3: 12,244 shares; 2025Q4: not reported; 2026Q1: 11,040 shares; 2026Q2: 18,348 shares; 2026Q3: 35,482 shares 35,482 $1.04M 0.03% +17,134 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137 shares; 2026Q3: 181 shares 181 $1.04M 0.03% +44 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares; 2026Q1: 7,263 shares; 2026Q2: 6,968 shares; 2026Q3: 20,853 shares 20,853 $1.04M 0.03% +13,885 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,604 shares; 2025Q1: 21,081 shares; 2025Q2: 21,081 shares; 2025Q3: 28,777 shares; 2025Q4: 24,929 shares; 2026Q1: 24,369 shares; 2026Q2: 18,355 shares; 2026Q3: 15,710 shares 15,710 $1.04M 0.03% -2,645 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 2,670 shares; 2026Q1: 2,776 shares; 2026Q2: 4,424 shares; 2026Q3: 4,566 shares 4,566 $1.03M 0.03% +142 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; 2024Q4: 11,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,706 shares; 2025Q4: 6,198 shares; 2026Q1: 5,421 shares; 2026Q2: 5,331 shares; 2026Q3: 5,549 shares 5,549 $1.02M 0.03% +218 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,413 shares; 2026Q2: 9,827 shares; 2026Q3: 11,178 shares 11,178 $1.02M 0.03% +1,351 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,406 shares; 2025Q4: 4,469 shares; 2026Q1: 6,113 shares; 2026Q2: 7,806 shares; 2026Q3: 5,253 shares 5,253 $1.02M 0.03% -2,553 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,758 shares 10,758 $1.02M 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,652 shares; 2025Q4: 5,793 shares; 2026Q1: 6,521 shares; 2026Q2: 4,702 shares; 2026Q3: 4,354 shares 4,354 $1.02M 0.03% -348 Timeline JFLX 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,650 shares; 2026Q3: 20,565 shares 20,565 $1.01M 0.03% +2,915 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,806 shares; 2025Q4: 1,756 shares; 2026Q1: 1,956 shares; 2026Q2: 1,956 shares; 2026Q3: 1,937 shares 1,937 $1M 0.03% -19 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,759 shares; 2025Q4: 6,248 shares; 2026Q1: 6,933 shares; 2026Q2: 22,043 shares; 2026Q3: 15,156 shares 15,156 $1M 0.03% -6,887 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,248 shares; 2026Q2: 14,499 shares; 2026Q3: 16,809 shares 16,809 $999K 0.03% +2,310 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 3,505 shares; 2026Q1: 5,294 shares; 2026Q2: 4,635 shares; 2026Q3: 3,515 shares 3,515 $996K 0.03% -1,120 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,200 shares; 2025Q4: 39,300 shares; 2026Q1: 39,300 shares; 2026Q2: 38,000 shares; 2026Q3: 39,700 shares 39,700 $995K 0.03% +1,700 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,013 shares; 2025Q4: 5,793 shares; 2026Q1: 6,125 shares; 2026Q2: 6,688 shares; 2026Q3: 6,257 shares 6,257 $994K 0.03% -431 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,950 shares; 2025Q4: 10,874 shares; 2026Q1: 11,798 shares; 2026Q2: 15,913 shares; 2026Q3: 12,205 shares 12,205 $986K 0.03% -3,708 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,803 shares; 2025Q4: 4,803 shares; 2026Q1: 4,726 shares; 2026Q2: 3,524 shares; 2026Q3: 3,430 shares 3,430 $985K 0.03% -94 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,881 shares; 2025Q4: 3,735 shares; 2026Q1: 4,206 shares; 2026Q2: 4,096 shares; 2026Q3: 5,022 shares 5,022 $980K 0.03% +926 Timeline LJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,400 shares; 2025Q1: 48,400 shares; 2025Q2: 48,400 shares; 2025Q3: 46,400 shares; 2025Q4: 46,400 shares; 2026Q1: 43,900 shares; 2026Q2: 43,900 shares; 2026Q3: 39,400 shares 39,400 $975K 0.03% -4,500 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,223 shares; 2025Q4: 10,562 shares; 2026Q1: 9,914 shares; 2026Q2: 10,023 shares; 2026Q3: 10,007 shares 10,007 $974K 0.03% -16 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,018 shares; 2025Q1: 13,018 shares; 2025Q2: 13,661 shares; 2025Q3: 13,202 shares; 2025Q4: 13,138 shares; 2026Q1: 12,672 shares; 2026Q2: 12,971 shares; 2026Q3: 12,068 shares 12,068 $971K 0.03% -903 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,771 shares; 2025Q4: 19,327 shares; 2026Q1: 18,172 shares; 2026Q2: 18,172 shares; 2026Q3: 18,060 shares 18,060 $970K 0.03% -112 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; 2024Q4: 12,173 shares; 2025Q1: 11,751 shares; 2025Q2: 11,927 shares; 2025Q3: 11,083 shares; 2025Q4: 10,817 shares; 2026Q1: 10,820 shares; 2026Q2: 10,754 shares; 2026Q3: 10,737 shares 10,737 $969K 0.03% -17 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,681 shares; 2025Q3: 11,697 shares; 2025Q4: 18,669 shares; 2026Q1: 21,202 shares; 2026Q2: 13,815 shares; 2026Q3: 19,097 shares 19,097 $968K 0.03% +5,282 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,721 shares; 2025Q4: 10,957 shares; 2026Q1: 13,710 shares; 2026Q2: 12,637 shares; 2026Q3: 11,335 shares 11,335 $963K 0.03% -1,302 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 2,070 shares; 2026Q1: 1,674 shares; 2026Q2: 1,775 shares; 2026Q3: 1,924 shares 1,924 $962K 0.03% +149 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,378 shares; 2025Q4: 3,780 shares; 2026Q1: 3,690 shares; 2026Q2: 3,483 shares; 2026Q3: 3,696 shares 3,696 $960K 0.03% +213 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 79,081 shares 79,081 $958K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,196 shares; 2025Q4: 30,548 shares; 2026Q1: 30,232 shares; 2026Q2: 23,909 shares; 2026Q3: 22,970 shares 22,970 $954K 0.03% -939 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,485 shares; 2025Q4: 26,632 shares; 2026Q1: 12,481 shares; 2026Q2: 10,478 shares; 2026Q3: 9,727 shares 9,727 $953K 0.03% -751 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,177 shares; 2025Q4: 6,984 shares; 2026Q1: 6,133 shares; 2026Q2: 7,052 shares; 2026Q3: 7,079 shares 7,079 $951K 0.03% +27 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016 shares; 2025Q4: 2,829 shares; 2026Q1: 3,876 shares; 2026Q2: 4,448 shares; 2026Q3: 4,303 shares 4,303 $949K 0.03% -145 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,414 shares; 2025Q4: 2,459 shares; 2026Q1: 2,650 shares; 2026Q2: 5,738 shares; 2026Q3: 7,558 shares 7,558 $949K 0.03% +1,820 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,461 shares; 2026Q3: 4,363 shares 4,363 $948K 0.03% +1,902 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,772 shares; 2025Q4: 1,749 shares; 2026Q1: 5,548 shares; 2026Q2: 6,622 shares; 2026Q3: 6,890 shares 6,890 $947K 0.03% +268 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,254 shares; 2025Q4: 12,253 shares; 2026Q1: 11,703 shares; 2026Q2: 10,903 shares; 2026Q3: 11,332 shares 11,332 $947K 0.03% +429 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,272 shares; 2025Q4: 4,426 shares; 2026Q1: 5,692 shares; 2026Q2: 6,567 shares; 2026Q3: 7,052 shares 7,052 $945K 0.03% +485 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,321 shares; 2025Q4: 10,439 shares; 2026Q1: 10,452 shares; 2026Q2: 10,353 shares; 2026Q3: 10,115 shares 10,115 $943K 0.03% -238 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,700 shares 27,700 $942K 0.03% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,764 shares; 2025Q4: 26,261 shares; 2026Q1: 26,977 shares; 2026Q2: 27,572 shares; 2026Q3: 32,025 shares 32,025 $937K 0.03% +4,453 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 7,093 shares; 2026Q2: 3,986 shares; 2026Q3: 5,307 shares 5,307 $937K 0.03% +1,321 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,773 shares; 2025Q4: 14,576 shares; 2026Q1: 14,592 shares; 2026Q2: 14,774 shares; 2026Q3: 14,581 shares 14,581 $934K 0.03% -193 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,787 shares; 2026Q1: 4,599 shares; 2026Q2: 4,366 shares; 2026Q3: 16,846 shares 16,846 $934K 0.03% +12,480 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,978 shares; 2025Q4: 11,894 shares; 2026Q1: 8,723 shares; 2026Q2: 19,011 shares; 2026Q3: 18,500 shares 18,500 $933K 0.03% -511 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,381 shares; 2025Q4: 16,293 shares; 2026Q1: 15,157 shares; 2026Q2: 14,840 shares; 2026Q3: 11,989 shares 11,989 $933K 0.03% -2,851 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,225 shares; 2025Q4: 10,167 shares; 2026Q1: 11,197 shares; 2026Q2: 10,582 shares; 2026Q3: 12,114 shares 12,114 $921K 0.03% +1,532 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,934 shares; 2025Q4: 5,923 shares; 2026Q1: 5,906 shares; 2026Q2: 5,863 shares; 2026Q3: 5,913 shares 5,913 $918K 0.03% +50 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,335 shares; 2025Q4: 16,335 shares; 2026Q1: 16,366 shares; 2026Q2: 14,654 shares; 2026Q3: 12,135 shares 12,135 $912K 0.02% -2,519 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,084 shares; 2026Q1: 1,154 shares; 2026Q2: 2,011 shares; 2026Q3: 4,456 shares 4,456 $911K 0.02% +2,445 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,996 shares; 2025Q4: 3,421 shares; 2026Q1: 4,296 shares; 2026Q2: 6,957 shares; 2026Q3: 8,078 shares 8,078 $910K 0.02% +1,121 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: not reported; 2026Q1: 1,207 shares; 2026Q2: 4,391 shares; 2026Q3: 6,451 shares 6,451 $902K 0.02% +2,060 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,045 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,394 shares; 2025Q4: 6,429 shares; 2026Q1: 9,005 shares; 2026Q2: 9,080 shares; 2026Q3: 11,496 shares 11,496 $898K 0.02% +2,416 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,111 shares; 2026Q3: 7,404 shares 7,404 $897K 0.02% +1,293 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,142 shares; 2025Q4: 7,638 shares; 2026Q1: 9,370 shares; 2026Q2: 9,842 shares; 2026Q3: 12,118 shares 12,118 $895K 0.02% +2,276 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 4,728 shares; 2026Q2: 4,681 shares; 2026Q3: 5,139 shares 5,139 $891K 0.02% +458 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,380 shares; 2025Q4: not reported; 2026Q1: 11,958 shares; 2026Q2: 61,761 shares; 2026Q3: 64,836 shares 64,836 $887K 0.02% +3,075 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,930 shares; 2025Q1: 21,930 shares; 2025Q2: 21,930 shares; 2025Q3: 21,930 shares; 2025Q4: 21,930 shares; 2026Q1: 21,880 shares; 2026Q2: 21,730 shares; 2026Q3: 21,730 shares 21,730 $884K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,031 shares; 2025Q1: 11,041 shares; 2025Q2: 11,053 shares; 2025Q3: 14,598 shares; 2025Q4: 15,159 shares; 2026Q1: 14,900 shares; 2026Q2: 15,748 shares; 2026Q3: 15,758 shares 15,758 $882K 0.02% +10 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,463 shares; 2025Q4: 5,368 shares; 2026Q1: 4,744 shares; 2026Q2: 15,126 shares; 2026Q3: 16,069 shares 16,069 $877K 0.02% +943 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,651 shares; 2025Q4: 3,655 shares; 2026Q1: 3,707 shares; 2026Q2: 7,192 shares; 2026Q3: 6,885 shares 6,885 $872K 0.02% -307 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 985 shares; 2025Q4: 997 shares; 2026Q1: 1,673 shares; 2026Q2: 1,726 shares; 2026Q3: 1,658 shares 1,658 $871K 0.02% -68 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,235 shares; 2025Q4: 5,123 shares; 2026Q1: 4,876 shares; 2026Q2: 5,610 shares; 2026Q3: 5,468 shares 5,468 $871K 0.02% -142 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,455 shares; 2025Q4: 10,398 shares; 2026Q1: 10,177 shares; 2026Q2: 10,177 shares; 2026Q3: 9,109 shares 9,109 $856K 0.02% -1,068 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,045 shares; 2025Q4: 5,001 shares; 2026Q1: 4,969 shares; 2026Q2: 4,942 shares; 2026Q3: 4,763 shares 4,763 $854K 0.02% -179 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,199 shares 8,199 $850K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 1,150 shares; 2026Q1: 1,168 shares; 2026Q2: 1,163 shares; 2026Q3: 3,005 shares 3,005 $849K 0.02% +1,842 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,746 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,279 shares; 2026Q3: 19,176 shares 19,176 $846K 0.02% -2,103 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,332 shares; 2025Q4: 6,351 shares; 2026Q1: 6,553 shares; 2026Q2: 4,712 shares; 2026Q3: 4,933 shares 4,933 $845K 0.02% +221 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,816 shares; 2026Q2: 10,147 shares; 2026Q3: 8,894 shares 8,894 $841K 0.02% -1,253 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,932 shares; 2025Q4: 14,394 shares; 2026Q1: 15,580 shares; 2026Q2: 15,394 shares; 2026Q3: 17,566 shares 17,566 $839K 0.02% +2,172 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,435 shares; 2025Q4: 9,533 shares; 2026Q1: 8,620 shares; 2026Q2: 7,872 shares; 2026Q3: 7,386 shares 7,386 $838K 0.02% -486 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,212 shares; 2026Q3: 9,838 shares 9,838 $836K 0.02% +626 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,505 shares; 2026Q3: 7,102 shares 7,102 $835K 0.02% +4,597 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,942 shares; 2025Q4: 14,236 shares; 2026Q1: 8,977 shares; 2026Q2: 9,344 shares; 2026Q3: 31,231 shares 31,231 $834K 0.02% +21,887 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,617 shares; 2025Q4: 123,880 shares; 2026Q1: 123,880 shares; 2026Q2: 123,880 shares; 2026Q3: 123,880 shares 123,880 $829K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,532 shares; 2025Q4: 4,121 shares; 2026Q1: 3,729 shares; 2026Q2: 4,056 shares; 2026Q3: 6,605 shares 6,605 $821K 0.02% +2,549 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,476 shares; 2025Q3: 17,003 shares; 2025Q4: 15,707 shares; 2026Q1: 14,242 shares; 2026Q2: 15,844 shares; 2026Q3: 16,706 shares 16,706 $818K 0.02% +862 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,061 shares; 2025Q4: 4,733 shares; 2026Q1: 4,521 shares; 2026Q2: 4,938 shares; 2026Q3: 4,927 shares 4,927 $814K 0.02% -11 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,034 shares; 2025Q4: 528 shares; 2026Q1: 774 shares; 2026Q2: 944 shares; 2026Q3: 1,424 shares 1,424 $809K 0.02% +480 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,740 shares; 2025Q4: 5,743 shares; 2026Q1: 5,745 shares; 2026Q2: 5,747 shares; 2026Q3: 5,749 shares 5,749 $807K 0.02% +2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,447 shares; 2026Q2: 8,092 shares; 2026Q3: 7,709 shares 7,709 $807K 0.02% -383 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,297 shares; 2025Q3: 18,716 shares; 2025Q4: 17,656 shares; 2026Q1: 39,784 shares; 2026Q2: 46,498 shares; 2026Q3: 52,722 shares 52,722 $803K 0.02% +6,224 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,745 shares; 2025Q4: 7,867 shares; 2026Q1: 2,853 shares; 2026Q2: 3,414 shares; 2026Q3: 3,678 shares 3,678 $801K 0.02% +264 Timeline LAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,755 shares; 2025Q1: 33,755 shares; 2025Q2: 33,755 shares; 2025Q3: 33,755 shares; 2025Q4: 33,755 shares; 2026Q1: 33,755 shares; 2026Q2: 33,755 shares; 2026Q3: 31,755 shares 31,755 $800K 0.02% -2,000 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 3,236 shares; 2026Q1: 3,490 shares; 2026Q2: 3,580 shares; 2026Q3: 3,889 shares 3,889 $798K 0.02% +309 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,393 shares; 2025Q4: 14,747 shares; 2026Q1: 16,070 shares; 2026Q2: 17,355 shares; 2026Q3: 12,069 shares 12,069 $798K 0.02% -5,286 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,687 shares; 2025Q4: 1,690 shares; 2026Q1: 1,955 shares; 2026Q2: 1,477 shares; 2026Q3: 1,405 shares 1,405 $797K 0.02% -72 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,267 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares; 2026Q2: 3,217 shares; 2026Q3: 5,298 shares 5,298 $797K 0.02% +2,081 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,829 shares; 2026Q3: 12,196 shares 12,196 $796K 0.02% +3,367 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,083 shares 23,083 $793K 0.02% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,620 shares; 2026Q1: 24,519 shares; 2026Q2: 29,794 shares; 2026Q3: 30,887 shares 30,887 $793K 0.02% +1,093 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,350 shares; 2025Q4: 8,817 shares; 2026Q1: 8,873 shares; 2026Q2: 8,456 shares; 2026Q3: 8,189 shares 8,189 $791K 0.02% -267 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,344 shares; 2025Q4: 1,645 shares; 2026Q1: 1,087 shares; 2026Q2: 906 shares; 2026Q3: 3,226 shares 3,226 $791K 0.02% +2,320 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,625 shares; 2026Q1: 12,625 shares; 2026Q2: 27,725 shares; 2026Q3: 27,225 shares 27,225 $788K 0.02% -500 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,227 shares; 2026Q2: 21,440 shares; 2026Q3: 31,116 shares 31,116 $784K 0.02% +9,676 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,847 shares; 2025Q4: 3,730 shares; 2026Q1: 3,352 shares; 2026Q2: 10,010 shares; 2026Q3: 9,558 shares 9,558 $774K 0.02% -452 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,594 shares; 2025Q4: 15,720 shares; 2026Q1: 14,124 shares; 2026Q2: 14,648 shares; 2026Q3: 13,968 shares 13,968 $774K 0.02% -680 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,289 shares; 2025Q4: 11,446 shares; 2026Q1: 8,540 shares; 2026Q2: 6,884 shares; 2026Q3: 5,467 shares 5,467 $773K 0.02% -1,417 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 673 shares; 2026Q2: 765 shares; 2026Q3: 687 shares 687 $769K 0.02% -78 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 2,040 shares; 2026Q1: 2,060 shares; 2026Q2: 2,025 shares; 2026Q3: 1,904 shares 1,904 $768K 0.02% -121 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares; 2026Q3: 1,620 shares 1,620 $767K 0.02% +735 Timeline