AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,366 shares; 2024Q4: 139 shares; 2025Q1: 135,775 shares; 2025Q2: 134,593 shares; 2025Q3: 142,885 shares; 2025Q4: 142,679 shares; 2026Q1: 138,714 shares; 2026Q2: 137,129 shares 137,129 $39.7M 2.69% -1,585 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,093 shares; 2024Q4: 32 shares; 2025Q1: 50,056 shares; 2025Q2: 31,206 shares; 2025Q3: 49,099 shares; 2025Q4: 50,529 shares; 2026Q1: 48,601 shares; 2026Q2: 45,575 shares 45,575 $34M 2.31% -3,026 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,123 shares; 2024Q4: 18 shares; 2025Q1: 21,843 shares; 2025Q2: 289,537 shares; 2025Q3: 302,001 shares; 2025Q4: 355,367 shares; 2026Q1: 365,958 shares; 2026Q2: 378,953 shares 378,953 $33.3M 2.26% +12,995 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,762 shares; 2024Q4: 9 shares; 2025Q1: 8,783 shares; 2025Q2: 15,985 shares; 2025Q3: 26,124 shares; 2025Q4: 33,059 shares; 2026Q1: 38,372 shares; 2026Q2: 40,585 shares 40,585 $27.9M 1.89% +2,213 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,370 shares; 2024Q4: 84 shares; 2025Q1: 90,272 shares; 2025Q2: 96,645 shares; 2025Q3: 105,986 shares; 2025Q4: 103,939 shares; 2026Q1: 105,422 shares; 2026Q2: 106,066 shares 106,066 $21.2M 1.44% +644 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,402 shares; 2024Q4: 80 shares; 2025Q1: 80,582 shares; 2025Q2: 58,989 shares; 2025Q3: 59,712 shares; 2025Q4: 59,487 shares; 2026Q1: 57,087 shares; 2026Q2: 54,278 shares 54,278 $20.2M 1.37% -2,809 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,286 shares; 2024Q4: 43 shares; 2025Q1: 41,618 shares; 2025Q2: 42,181 shares; 2025Q3: 56,733 shares; 2025Q4: 58,569 shares; 2026Q1: 55,494 shares; 2026Q2: 56,564 shares 56,564 $20.2M 1.37% +1,070 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,094 shares; 2024Q4: 77 shares; 2025Q1: 65,715 shares; 2025Q2: 60,259 shares; 2025Q3: 51,324 shares; 2025Q4: 50,909 shares; 2026Q1: 48,622 shares; 2026Q2: 47,756 shares 47,756 $18M 1.22% -866 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,312 shares; 2024Q4: 72 shares; 2025Q1: 71,718 shares; 2025Q2: 69,443 shares; 2025Q3: 77,572 shares; 2025Q4: 82,930 shares; 2026Q1: 75,866 shares; 2026Q2: 74,688 shares 74,688 $17.8M 1.21% -1,178 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,641 shares; 2024Q4: 14 shares; 2025Q1: 14,003 shares; 2025Q2: 18,345 shares; 2025Q3: 18,831 shares; 2025Q4: 18,911 shares; 2026Q1: 18,730 shares; 2026Q2: 20,592 shares 20,592 $15.4M 1.04% +1,862 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,010 shares; 2024Q4: 41 shares; 2025Q1: 41,596 shares; 2025Q2: 40,355 shares; 2025Q3: 40,088 shares; 2025Q4: 39,968 shares; 2026Q1: 39,555 shares; 2026Q2: 39,115 shares 39,115 $12.8M 0.87% -440 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,442 shares; 2024Q4: 8 shares; 2025Q1: 8,470 shares; 2025Q2: 8,935 shares; 2025Q3: 17,912 shares; 2025Q4: 19,386 shares; 2026Q1: 17,582 shares; 2026Q2: 17,341 shares 17,341 $12.8M 0.87% -241 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,249 shares; 2024Q4: 125 shares; 2025Q1: 141,639 shares; 2025Q2: 256,913 shares; 2025Q3: 171,472 shares; 2025Q4: 172,683 shares; 2026Q1: 170,210 shares; 2026Q2: 177,209 shares 177,209 $12.6M 0.86% +6,999 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,766 shares; 2024Q4: 47 shares; 2025Q1: 51,039 shares; 2025Q2: 168,515 shares; 2025Q3: 187,191 shares; 2025Q4: 211,599 shares; 2026Q1: 217,576 shares; 2026Q2: 220,493 shares 220,493 $11.1M 0.75% +2,917 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,738 shares; 2024Q4: 26 shares; 2025Q1: 27,232 shares; 2025Q2: 27,944 shares; 2025Q3: 27,875 shares; 2025Q4: 28,034 shares; 2026Q1: 29,043 shares; 2026Q2: 29,351 shares 29,351 $10.1M 0.68% +308 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,204 shares; 2024Q4: 111 shares; 2025Q1: 104,675 shares; 2025Q2: 99,290 shares; 2025Q3: 91,350 shares; 2025Q4: 91,975 shares; 2026Q1: 88,066 shares; 2026Q2: 88,286 shares 88,286 $10M 0.68% +220 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,938 shares; 2024Q4: 112 shares; 2025Q1: 106,461 shares; 2025Q2: 108,000 shares; 2025Q3: 116,274 shares; 2025Q4: 113,023 shares; 2026Q1: 111,205 shares; 2026Q2: 111,604 shares 111,604 $9.8M 0.66% +399 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,907 shares; 2024Q4: 60 shares; 2025Q1: 69,440 shares; 2025Q2: 237,344 shares; 2025Q3: 258,276 shares; 2025Q4: 303,111 shares; 2026Q1: 351,520 shares; 2026Q2: 367,555 shares 367,555 $9.38M 0.64% +16,035 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,646 shares; 2024Q4: 3 shares; 2025Q1: 5,471 shares; 2025Q2: 149,943 shares; 2025Q3: 176,629 shares; 2025Q4: 220,842 shares; 2026Q1: 265,056 shares; 2026Q2: 279,999 shares 279,999 $9.37M 0.63% +14,943 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,694 shares; 2024Q4: 42 shares; 2025Q1: 77,387 shares; 2025Q2: 79,360 shares; 2025Q3: 87,361 shares; 2025Q4: 88,006 shares; 2026Q1: 109,001 shares; 2026Q2: 131,120 shares 131,120 $8.66M 0.59% +22,119 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,617 shares; 2024Q4: 40 shares; 2025Q1: 41,238 shares; 2025Q2: 39,345 shares; 2025Q3: 31,737 shares; 2025Q4: 31,785 shares; 2026Q1: 31,904 shares; 2026Q2: 33,355 shares 33,355 $8.47M 0.57% +1,451 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,276 shares; 2024Q4: 31 shares; 2025Q1: 31,057 shares; 2025Q2: 31,619 shares; 2025Q3: 19,558 shares; 2025Q4: 19,873 shares; 2026Q1: 23,127 shares; 2026Q2: 23,526 shares 23,526 $8.31M 0.56% +399 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 5 shares; 2025Q1: 5,548 shares; 2025Q2: 5,623 shares; 2025Q3: 25,010 shares; 2025Q4: 21,016 shares; 2026Q1: 21,176 shares; 2026Q2: 21,937 shares 21,937 $8.12M 0.55% +761 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,263 shares; 2024Q4: 10 shares; 2025Q1: 11,071 shares; 2025Q2: 11,325 shares; 2025Q3: 11,288 shares; 2025Q4: 11,366 shares; 2026Q1: 11,363 shares; 2026Q2: 11,233 shares 11,233 $8.09M 0.55% -130 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,638 shares; 2024Q4: 17 shares; 2025Q1: 22,600 shares; 2025Q2: 24,027 shares; 2025Q3: 45,664 shares; 2025Q4: 59,388 shares; 2026Q1: 70,009 shares; 2026Q2: 81,024 shares 81,024 $8.02M 0.54% +11,015 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,996 shares; 2024Q4: 17 shares; 2025Q1: 20,832 shares; 2025Q2: 20,542 shares; 2025Q3: 20,590 shares; 2025Q4: 18,229 shares; 2026Q1: 8,160 shares; 2026Q2: 6,945 shares 6,945 $8.02M 0.54% -1,215 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,464 shares; 2024Q4: 54 shares; 2025Q1: 55,758 shares; 2025Q2: 53,028 shares; 2025Q3: 52,773 shares; 2025Q4: 52,714 shares; 2026Q1: 52,709 shares; 2026Q2: 51,976 shares 51,976 $7.63M 0.52% -733 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,819 shares; 2024Q4: 70 shares; 2025Q1: 71,288 shares; 2025Q2: 32,775 shares; 2025Q3: 36,469 shares; 2025Q4: 78,124 shares; 2026Q1: 79,155 shares; 2026Q2: 79,251 shares 79,251 $7.35M 0.5% +96 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,227 shares; 2024Q4: 59 shares; 2025Q1: 59,721 shares; 2025Q2: 54,533 shares; 2025Q3: 45,885 shares; 2025Q4: 45,651 shares; 2026Q1: 49,375 shares; 2026Q2: 49,750 shares 49,750 $7.3M 0.49% +375 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,372 shares; 2024Q4: 13 shares; 2025Q1: 13,005 shares; 2025Q2: 13,665 shares; 2025Q3: 101,323 shares; 2025Q4: 100,616 shares; 2026Q1: 99,375 shares; 2026Q2: 97,991 shares 97,991 $7.28M 0.49% -1,384 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,258 shares; 2024Q4: 33 shares; 2025Q1: 31,623 shares; 2025Q2: 56,831 shares; 2025Q3: 64,236 shares; 2025Q4: 85,750 shares; 2026Q1: 79,724 shares; 2026Q2: 86,263 shares 86,263 $7.13M 0.48% +6,539 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,427 shares; 2024Q4: 34 shares; 2025Q1: 33,757 shares; 2025Q2: 35,113 shares; 2025Q3: 36,162 shares; 2025Q4: 35,984 shares; 2026Q1: 34,184 shares; 2026Q2: 33,811 shares 33,811 $7.07M 0.48% -373 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,801 shares; 2024Q4: 18 shares; 2025Q1: 17,141 shares; 2025Q2: 17,368 shares; 2025Q3: 17,376 shares; 2025Q4: 34,271 shares; 2026Q1: 34,782 shares; 2026Q2: 35,166 shares 35,166 $6.7M 0.45% +384 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,038 shares; 2024Q4: 10 shares; 2025Q1: 10,020 shares; 2025Q2: 9,970 shares; 2025Q3: 10,145 shares; 2025Q4: 48,968 shares; 2026Q1: 38,321 shares; 2026Q2: 25,893 shares 25,893 $6.61M 0.45% -12,428 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,019 shares; 2024Q4: 5 shares; 2025Q1: 7,299 shares; 2025Q2: 6,776 shares; 2025Q3: 5,540 shares; 2025Q4: 5,477 shares; 2026Q1: 5,614 shares; 2026Q2: 5,499 shares 5,499 $6.6M 0.45% -115 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,125 shares; 2024Q4: 14 shares; 2025Q1: 20,798 shares; 2025Q2: 20,527 shares; 2025Q3: 19,970 shares; 2025Q4: 20,902 shares; 2026Q1: 20,265 shares; 2026Q2: 19,645 shares 19,645 $6.58M 0.45% -620 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,416 shares; 2024Q4: 7 shares; 2025Q1: 6,815 shares; 2025Q2: 6,549 shares; 2025Q3: 6,747 shares; 2025Q4: 6,741 shares; 2026Q1: 6,545 shares; 2026Q2: 6,552 shares 6,552 $6.41M 0.43% +7 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,709 shares; 2024Q4: 5 shares; 2025Q1: 5,019 shares; 2025Q2: 5,188 shares; 2025Q3: 5,244 shares; 2025Q4: 5,042 shares; 2026Q1: 9,103 shares; 2026Q2: 8,697 shares 8,697 $6.29M 0.43% -406 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,902 shares; 2024Q4: 37 shares; 2025Q1: 38,527 shares; 2025Q2: 40,112 shares; 2025Q3: 36,372 shares; 2025Q4: 34,478 shares; 2026Q1: 34,958 shares; 2026Q2: 41,617 shares 41,617 $6.08M 0.41% +6,659 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,873 shares; 2024Q4: 125 shares; 2025Q1: 128,416 shares; 2025Q2: 131,340 shares; 2025Q3: 130,152 shares; 2025Q4: 130,013 shares; 2026Q1: 128,157 shares; 2026Q2: 126,380 shares 126,380 $6.01M 0.41% -1,777 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,748 shares; 2024Q4: 27 shares; 2025Q1: 56,488 shares; 2025Q2: 57,627 shares; 2025Q3: 62,823 shares; 2025Q4: 58,672 shares; 2026Q1: 63,186 shares; 2026Q2: 61,065 shares 61,065 $5.84M 0.4% -2,121 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14,978 shares; 2025Q2: 15,796 shares; 2025Q3: 15,716 shares; 2025Q4: 15,414 shares; 2026Q1: 15,387 shares; 2026Q2: 15,168 shares 15,168 $5.83M 0.39% -219 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,788 shares; 2024Q4: 20 shares; 2025Q1: 20,485 shares; 2025Q2: 20,484 shares; 2025Q3: 16,185 shares; 2025Q4: 16,522 shares; 2026Q1: 16,924 shares; 2026Q2: 17,049 shares 17,049 $5.81M 0.39% +125 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,406 shares; 2024Q4: 43 shares; 2025Q1: 45,291 shares; 2025Q2: 42,357 shares; 2025Q3: 39,406 shares; 2025Q4: 39,751 shares; 2026Q1: 40,846 shares; 2026Q2: 41,616 shares 41,616 $5.69M 0.39% +770 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 4 shares; 2025Q1: 3,899 shares; 2025Q2: 4,008 shares; 2025Q3: 49,931 shares; 2025Q4: 57,970 shares; 2026Q1: 64,952 shares; 2026Q2: 67,856 shares 67,856 $5.68M 0.39% +2,904 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,063 shares; 2024Q4: 29 shares; 2025Q1: 33,420 shares; 2025Q2: 59,596 shares; 2025Q3: 63,947 shares; 2025Q4: 70,564 shares; 2026Q1: 70,048 shares; 2026Q2: 72,054 shares 72,054 $5.56M 0.38% +2,006 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,311 shares; 2024Q4: 47 shares; 2025Q1: 48,498 shares; 2025Q2: 49,271 shares; 2025Q3: 49,126 shares; 2025Q4: 49,094 shares; 2026Q1: 48,909 shares; 2026Q2: 48,220 shares 48,220 $5.54M 0.38% -689 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,664 shares; 2024Q4: 26 shares; 2025Q1: 36,004 shares; 2025Q2: 36,850 shares; 2025Q3: 36,912 shares; 2025Q4: 36,874 shares; 2026Q1: 37,069 shares; 2026Q2: 36,555 shares 36,555 $5.53M 0.37% -514 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,501 shares; 2024Q4: 26 shares; 2025Q1: 27,114 shares; 2025Q2: 31,726 shares; 2025Q3: 34,109 shares; 2025Q4: 35,957 shares; 2026Q1: 36,998 shares; 2026Q2: 36,776 shares 36,776 $5.45M 0.37% -222 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,930 shares; 2024Q4: 10 shares; 2025Q1: 10,336 shares; 2025Q2: 10,318 shares; 2025Q3: 15,380 shares; 2025Q4: 19,453 shares; 2026Q1: 17,847 shares; 2026Q2: 18,014 shares 18,014 $5.41M 0.37% +167 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 12 shares; 2025Q1: 12,620 shares; 2025Q2: 12,453 shares; 2025Q3: 12,298 shares; 2025Q4: 11,785 shares; 2026Q1: 10,926 shares; 2026Q2: 43,549 shares 43,549 $5.41M 0.37% +32,623 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,535 shares; 2024Q4: 14 shares; 2025Q1: 16,243 shares; 2025Q2: 16,113 shares; 2025Q3: 11,155 shares; 2025Q4: 10,675 shares; 2026Q1: 10,720 shares; 2026Q2: 25,350 shares 25,350 $5.39M 0.37% +14,630 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,923 shares; 2024Q4: 7 shares; 2025Q1: 7,413 shares; 2025Q2: 7,427 shares; 2025Q3: 7,957 shares; 2025Q4: 8,497 shares; 2026Q1: 9,502 shares; 2026Q2: 9,489 shares 9,489 $5.35M 0.36% -13 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,083 shares; 2024Q4: 6 shares; 2025Q1: 6,373 shares; 2025Q2: 6,264 shares; 2025Q3: 44,887 shares; 2025Q4: 62,573 shares; 2026Q1: 71,157 shares; 2026Q2: 69,535 shares 69,535 $5.25M 0.36% -1,622 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4 shares; 2025Q1: 4,904 shares; 2025Q2: 5,016 shares; 2025Q3: 5,031 shares; 2025Q4: 5,033 shares; 2026Q1: 5,070 shares; 2026Q2: 5,020 shares 5,020 $5.23M 0.35% -50 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,304 shares; 2024Q4: 11 shares; 2025Q1: 11,136 shares; 2025Q2: 34,427 shares; 2025Q3: 34,853 shares; 2025Q4: 36,589 shares; 2026Q1: 75,715 shares; 2026Q2: 85,530 shares 85,530 $5.2M 0.35% +9,815 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,976 shares; 2024Q4: 29 shares; 2025Q1: 30,168 shares; 2025Q2: 29,161 shares; 2025Q3: 18,295 shares; 2025Q4: 18,332 shares; 2026Q1: 18,652 shares; 2026Q2: 18,754 shares 18,754 $5.1M 0.35% +102 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,402 shares; 2024Q4: 57 shares; 2025Q1: 58,434 shares; 2025Q2: 57,207 shares; 2025Q3: 58,528 shares; 2025Q4: 59,270 shares; 2026Q1: 60,248 shares; 2026Q2: 60,857 shares 60,857 $5.09M 0.34% +609 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,880 shares; 2024Q4: 11 shares; 2025Q1: 12,092 shares; 2025Q2: 9,695 shares; 2025Q3: 11,110 shares; 2025Q4: 22,967 shares; 2026Q1: 53,324 shares; 2026Q2: 54,015 shares 54,015 $4.98M 0.34% +691 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,782 shares; 2024Q4: 57 shares; 2025Q1: 79,424 shares; 2025Q2: 81,531 shares; 2025Q3: 84,649 shares; 2025Q4: 95,322 shares; 2026Q1: 106,787 shares; 2026Q2: 113,538 shares 113,538 $4.94M 0.33% +6,751 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,347 shares; 2024Q4: 1 shares; 2025Q1: 1,668 shares; 2025Q2: 1,412 shares; 2025Q3: 1,600 shares; 2025Q4: 4,350 shares; 2026Q1: 4,055 shares; 2026Q2: 4,154 shares 4,154 $4.88M 0.33% +99 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,779 shares; 2024Q4: 47 shares; 2025Q1: 45,953 shares; 2025Q2: 52,685 shares; 2025Q3: 37,173 shares; 2025Q4: 37,339 shares; 2026Q1: 37,264 shares; 2026Q2: 37,890 shares 37,890 $4.87M 0.33% +626 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,049 shares; 2024Q4: 14 shares; 2025Q1: 12,420 shares; 2025Q2: 10,224 shares; 2025Q3: 9,741 shares; 2025Q4: 9,626 shares; 2026Q1: 9,385 shares; 2026Q2: 9,458 shares 9,458 $4.82M 0.33% +73 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,058 shares; 2024Q4: 11 shares; 2025Q1: 12,654 shares; 2025Q2: 9,798 shares; 2025Q3: 8,539 shares; 2025Q4: 7,820 shares; 2026Q1: 34,948 shares; 2026Q2: 33,922 shares 33,922 $4.74M 0.32% -1,026 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,019 shares; 2024Q4: 9 shares; 2025Q1: 9,889 shares; 2025Q2: 9,445 shares; 2025Q3: 9,838 shares; 2025Q4: 9,917 shares; 2026Q1: 14,904 shares; 2026Q2: 14,987 shares 14,987 $4.72M 0.32% +83 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,554 shares; 2024Q4: 17 shares; 2025Q1: 18,088 shares; 2025Q2: 18,178 shares; 2025Q3: 18,262 shares; 2025Q4: 19,516 shares; 2026Q1: 19,117 shares; 2026Q2: 19,175 shares 19,175 $4.65M 0.31% +58 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: not reported; 2025Q1: 29,243 shares; 2025Q2: 30,118 shares; 2025Q3: 33,829 shares; 2025Q4: 35,591 shares; 2026Q1: 40,978 shares; 2026Q2: 45,345 shares 45,345 $4.61M 0.31% +4,367 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,377 shares; 2024Q4: 29 shares; 2025Q1: 31,124 shares; 2025Q2: 32,578 shares; 2025Q3: 33,613 shares; 2025Q4: 35,710 shares; 2026Q1: 37,379 shares; 2026Q2: 36,207 shares 36,207 $4.5M 0.31% -1,172 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,906 shares; 2024Q4: 24 shares; 2025Q1: 21,543 shares; 2025Q2: 20,493 shares; 2025Q3: 16,838 shares; 2025Q4: 73,154 shares; 2026Q1: 92,962 shares; 2026Q2: 97,440 shares 97,440 $4.5M 0.3% +4,478 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,512 shares; 2024Q4: 6 shares; 2025Q1: 4,376 shares; 2025Q2: 4,356 shares; 2025Q3: 4,244 shares; 2025Q4: 4,295 shares; 2026Q1: 4,177 shares; 2026Q2: 4,198 shares 4,198 $4.47M 0.3% +21 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,670 shares; 2024Q4: 9 shares; 2025Q1: 10,793 shares; 2025Q2: 133,145 shares; 2025Q3: 108,147 shares; 2025Q4: 154,742 shares; 2026Q1: 178,998 shares; 2026Q2: 187,043 shares 187,043 $4.38M 0.3% +8,045 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 5,814 shares; 2025Q2: 8,554 shares; 2025Q3: 10,154 shares; 2025Q4: 8,846 shares; 2026Q1: 10,347 shares; 2026Q2: 10,114 shares 10,114 $4.38M 0.3% -233 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,370 shares; 2024Q4: 11 shares; 2025Q1: 9,930 shares; 2025Q2: 9,930 shares; 2025Q3: 9,902 shares; 2025Q4: 9,902 shares; 2026Q1: 28,591 shares; 2026Q2: 28,541 shares 28,541 $4.33M 0.29% -50 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,935 shares; 2024Q4: 28 shares; 2025Q1: 27,884 shares; 2025Q2: 64,993 shares; 2025Q3: 69,058 shares; 2025Q4: 69,169 shares; 2026Q1: 68,092 shares; 2026Q2: 72,277 shares 72,277 $4.31M 0.29% +4,185 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,440 shares; 2024Q4: 22 shares; 2025Q1: 22,110 shares; 2025Q2: 68,008 shares; 2025Q3: 74,340 shares; 2025Q4: 80,313 shares; 2026Q1: 81,391 shares; 2026Q2: 88,530 shares 88,530 $4.29M 0.29% +7,139 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; 2024Q3: 13,471 shares; 2024Q4: 13 shares; 2025Q1: 13,373 shares; 2025Q2: 13,800 shares; 2025Q3: 13,993 shares; 2025Q4: 14,281 shares; 2026Q1: 14,938 shares; 2026Q2: 15,133 shares 15,133 $4.25M 0.29% +195 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,922 shares; 2024Q4: 55 shares; 2025Q1: 56,490 shares; 2025Q2: 57,680 shares; 2025Q3: 57,664 shares; 2025Q4: 57,914 shares; 2026Q1: 41,665 shares; 2026Q2: 41,204 shares 41,204 $4.2M 0.28% -461 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,592 shares; 2024Q4: 5 shares; 2025Q1: 5,478 shares; 2025Q2: 6,569 shares; 2025Q3: 6,732 shares; 2025Q4: 6,988 shares; 2026Q1: 8,053 shares; 2026Q2: 8,770 shares 8,770 $4.19M 0.28% +717 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 3 shares; 2025Q1: 3,822 shares; 2025Q2: 3,947 shares; 2025Q3: 4,204 shares; 2025Q4: 4,286 shares; 2026Q1: 4,358 shares; 2026Q2: 34,581 shares 34,581 $4.13M 0.28% +30,223 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,212 shares; 2024Q4: 37 shares; 2025Q1: 39,932 shares; 2025Q2: 37,691 shares; 2025Q3: 23,148 shares; 2025Q4: 23,231 shares; 2026Q1: 24,340 shares; 2026Q2: 24,658 shares 24,658 $4.09M 0.28% +318 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,538 shares; 2024Q4: 26 shares; 2025Q1: 33,024 shares; 2025Q2: 33,545 shares; 2025Q3: 33,837 shares; 2025Q4: 30,928 shares; 2026Q1: 26,105 shares; 2026Q2: 24,337 shares 24,337 $4.08M 0.28% -1,768 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,283 shares; 2024Q4: 36 shares; 2025Q1: 38,767 shares; 2025Q2: 42,199 shares; 2025Q3: 46,434 shares; 2025Q4: 50,356 shares; 2026Q1: 53,042 shares; 2026Q2: 52,362 shares 52,362 $4.01M 0.27% -680 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,228 shares; 2024Q4: 41 shares; 2025Q1: 19,096 shares; 2025Q2: 16,371 shares; 2025Q3: 16,781 shares; 2025Q4: 16,734 shares; 2026Q1: 16,221 shares; 2026Q2: 16,060 shares 16,060 $3.99M 0.27% -161 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,027 shares; 2024Q4: 18 shares; 2025Q1: 18,420 shares; 2025Q2: 18,373 shares; 2025Q3: 17,963 shares; 2025Q4: 18,194 shares; 2026Q1: 17,715 shares; 2026Q2: 15,573 shares 15,573 $3.92M 0.27% -2,142 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,367 shares; 2024Q4: 18 shares; 2025Q1: 18,247 shares; 2025Q2: 17,054 shares; 2025Q3: 17,737 shares; 2025Q4: 17,568 shares; 2026Q1: 18,098 shares; 2026Q2: 18,326 shares 18,326 $3.9M 0.26% +228 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,890 shares; 2025Q2: 198,390 shares; 2025Q3: 210,310 shares; 2025Q4: 149,640 shares; 2026Q1: 149,785 shares; 2026Q2: 157,076 shares 157,076 $3.88M 0.26% +7,291 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,735 shares; 2024Q4: 17 shares; 2025Q1: 17,529 shares; 2025Q2: 37,285 shares; 2025Q3: 38,255 shares; 2025Q4: 40,970 shares; 2026Q1: 41,430 shares; 2026Q2: 49,631 shares 49,631 $3.87M 0.26% +8,201 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,116 shares; 2024Q4: 40 shares; 2025Q1: 40,594 shares; 2025Q2: 39,849 shares; 2025Q3: 38,858 shares; 2025Q4: 36,209 shares; 2026Q1: 34,908 shares; 2026Q2: 34,782 shares 34,782 $3.84M 0.26% -126 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 2 shares; 2025Q1: 2,927 shares; 2025Q2: 35,251 shares; 2025Q3: 35,145 shares; 2025Q4: 34,938 shares; 2026Q1: 35,035 shares; 2026Q2: 33,879 shares 33,879 $3.83M 0.26% -1,156 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,709 shares; 2024Q4: 14 shares; 2025Q1: 18,563 shares; 2025Q2: 11,719 shares; 2025Q3: 701 shares; 2025Q4: 12,311 shares; 2026Q1: 11,566 shares; 2026Q2: 8,823 shares 8,823 $3.81M 0.26% -2,743 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,301 shares; 2024Q4: 14 shares; 2025Q1: 92,152 shares; 2025Q2: 93,845 shares; 2025Q3: 93,365 shares; 2025Q4: 93,079 shares; 2026Q1: 87,557 shares; 2026Q2: 86,363 shares 86,363 $3.8M 0.26% -1,194 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 731 shares; 2025Q3: 630 shares; 2025Q4: 32,386 shares; 2026Q1: 32,726 shares; 2026Q2: 32,266 shares 32,266 $3.77M 0.26% -460 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,463 shares; 2024Q4: 16 shares; 2025Q1: 16,023 shares; 2025Q2: 15,638 shares; 2025Q3: 16,488 shares; 2025Q4: 16,620 shares; 2026Q1: 17,028 shares; 2026Q2: 17,078 shares 17,078 $3.77M 0.26% +50 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,041 shares; 2024Q4: 66 shares; 2025Q1: 65,939 shares; 2025Q2: 63,677 shares; 2025Q3: 71,402 shares; 2025Q4: 69,729 shares; 2026Q1: 42,272 shares; 2026Q2: 41,890 shares 41,890 $3.76M 0.26% -382 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,042 shares; 2024Q4: 38 shares; 2025Q1: 38,659 shares; 2025Q2: 42,273 shares; 2025Q3: 43,519 shares; 2025Q4: 43,954 shares; 2026Q1: 45,528 shares; 2026Q2: 47,565 shares 47,565 $3.72M 0.25% +2,037 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 3 shares; 2025Q1: 46,436 shares; 2025Q2: 47,671 shares; 2025Q3: 47,377 shares; 2025Q4: 47,194 shares; 2026Q1: 46,965 shares; 2026Q2: 46,148 shares 46,148 $3.71M 0.25% -817 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,908 shares; 2024Q4: 67 shares; 2025Q1: 65,028 shares; 2025Q2: 68,526 shares; 2025Q3: 40,450 shares; 2025Q4: 40,856 shares; 2026Q1: 40,033 shares; 2026Q2: 38,925 shares 38,925 $3.66M 0.25% -1,108 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,242 shares; 2024Q4: 35 shares; 2025Q1: 34,700 shares; 2025Q2: 33,675 shares; 2025Q3: 31,463 shares; 2025Q4: 29,550 shares; 2026Q1: 31,872 shares; 2026Q2: 30,547 shares 30,547 $3.59M 0.24% -1,325 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 10 shares; 2025Q1: 10,171 shares; 2025Q2: 9,807 shares; 2025Q3: 9,652 shares; 2025Q4: 9,638 shares; 2026Q1: 13,566 shares; 2026Q2: 12,721 shares 12,721 $3.58M 0.24% -845 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,901 shares; 2024Q4: 22 shares; 2025Q1: 10,165 shares; 2025Q2: 10,768 shares; 2025Q3: 11,302 shares; 2025Q4: 11,299 shares; 2026Q1: 10,169 shares; 2026Q2: 10,128 shares 10,128 $3.57M 0.24% -41 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 52,432 shares; 2025Q4: 52,432 shares; 2026Q1: 63,111 shares; 2026Q2: 63,014 shares 63,014 $3.55M 0.24% -97 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,229 shares; 2024Q4: 45 shares; 2025Q1: 47,580 shares; 2025Q2: 46,075 shares; 2025Q3: 48,292 shares; 2025Q4: 48,096 shares; 2026Q1: 50,201 shares; 2026Q2: 48,696 shares 48,696 $3.51M 0.24% -1,505 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; 2024Q3: 2,692 shares; 2024Q4: 1 shares; 2025Q1: 1,502 shares; 2025Q2: 1,804 shares; 2025Q3: 3,425 shares; 2025Q4: 4,404 shares; 2026Q1: 5,256 shares; 2026Q2: 21,135 shares 21,135 $3.46M 0.23% +15,879 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,254 shares; 2024Q4: 35 shares; 2025Q1: 33,852 shares; 2025Q2: 32,763 shares; 2025Q3: 32,626 shares; 2025Q4: 32,155 shares; 2026Q1: 32,862 shares; 2026Q2: 31,321 shares 31,321 $3.42M 0.23% -1,541 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,015 shares; 2024Q4: 10 shares; 2025Q1: 11,001 shares; 2025Q2: 10,167 shares; 2025Q3: 7,208 shares; 2025Q4: 6,881 shares; 2026Q1: 6,712 shares; 2026Q2: 6,811 shares 6,811 $3.41M 0.23% +99 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,162 shares; 2024Q4: 19 shares; 2025Q1: 13,468 shares; 2025Q2: 1,180 shares; 2025Q3: 7,311 shares; 2025Q4: 6,739 shares; 2026Q1: 6,817 shares; 2026Q2: 6,725 shares 6,725 $3.4M 0.23% -92 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,174 shares; 2024Q4: 25 shares; 2025Q1: 27,938 shares; 2025Q2: 25,759 shares; 2025Q3: 22,826 shares; 2025Q4: 23,231 shares; 2026Q1: 24,607 shares; 2026Q2: 25,004 shares 25,004 $3.39M 0.23% +397 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,721 shares; 2024Q4: 11 shares; 2025Q1: 11,919 shares; 2025Q2: 24,139 shares; 2025Q3: 26,251 shares; 2025Q4: 29,309 shares; 2026Q1: 35,576 shares; 2026Q2: 42,838 shares 42,838 $3.29M 0.22% +7,262 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5 shares; 2025Q1: 5,058 shares; 2025Q2: 20,334 shares; 2025Q3: 26,395 shares; 2025Q4: 24,975 shares; 2026Q1: 23,432 shares; 2026Q2: 27,491 shares 27,491 $3.27M 0.22% +4,059 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,113 shares; 2024Q4: 5 shares; 2025Q1: 5,427 shares; 2025Q2: 4,534 shares; 2025Q3: 4,519 shares; 2025Q4: 3,626 shares; 2026Q1: 25,426 shares; 2026Q2: 25,089 shares 25,089 $3.17M 0.21% -337 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,455 shares; 2024Q4: 110 shares; 2025Q1: 100,603 shares; 2025Q2: 36,979 shares; 2025Q3: 32,747 shares; 2025Q4: 21,421 shares; 2026Q1: 17,968 shares; 2026Q2: 127,454 shares 127,454 $3.13M 0.21% +109,486 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,766 shares; 2024Q4: 12 shares; 2025Q1: 11,666 shares; 2025Q2: 11,000 shares; 2025Q3: 10,285 shares; 2025Q4: 9,435 shares; 2026Q1: 9,435 shares; 2026Q2: 9,435 shares 9,435 $3.13M 0.21% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,595 shares; 2024Q4: 22 shares; 2025Q1: 21,574 shares; 2025Q2: 20,326 shares; 2025Q3: 22,231 shares; 2025Q4: 22,500 shares; 2026Q1: 23,221 shares; 2026Q2: 23,588 shares 23,588 $3.13M 0.21% +367 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,178 shares; 2024Q4: 4 shares; 2025Q1: 4,302 shares; 2025Q2: 17,650 shares; 2025Q3: 17,307 shares; 2025Q4: 17,534 shares; 2026Q1: 17,393 shares; 2026Q2: 17,185 shares 17,185 $3.09M 0.21% -208 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,164 shares; 2024Q4: 5 shares; 2025Q1: 5,384 shares; 2025Q2: 36,887 shares; 2025Q3: 41,002 shares; 2025Q4: 47,996 shares; 2026Q1: 51,440 shares; 2026Q2: 53,447 shares 53,447 $3.08M 0.21% +2,007 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,079 shares; 2024Q4: 68 shares; 2025Q1: 68,584 shares; 2025Q2: 70,237 shares; 2025Q3: 40,902 shares; 2025Q4: 38,268 shares; 2026Q1: 38,671 shares; 2026Q2: 37,844 shares 37,844 $3.07M 0.21% -827 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,541 shares; 2024Q4: 8 shares; 2025Q1: 8,142 shares; 2025Q2: 40,753 shares; 2025Q3: 40,662 shares; 2025Q4: 40,631 shares; 2026Q1: 40,632 shares; 2026Q2: 40,179 shares 40,179 $3.07M 0.21% -453 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,706 shares; 2024Q4: 34 shares; 2025Q1: 50,048 shares; 2025Q2: 51,331 shares; 2025Q3: 52,731 shares; 2025Q4: 58,569 shares; 2026Q1: 64,967 shares; 2026Q2: 69,216 shares 69,216 $3.06M 0.21% +4,249 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,967 shares; 2024Q4: 46 shares; 2025Q1: 49,132 shares; 2025Q2: 36,829 shares; 2025Q3: 34,652 shares; 2025Q4: 34,477 shares; 2026Q1: 36,169 shares; 2026Q2: 37,491 shares 37,491 $3.05M 0.21% +1,322 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,166 shares; 2024Q4: 26 shares; 2025Q1: 26,775 shares; 2025Q2: 26,731 shares; 2025Q3: 27,158 shares; 2025Q4: 27,917 shares; 2026Q1: 28,531 shares; 2026Q2: 28,554 shares 28,554 $2.97M 0.2% +23 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,343 shares; 2024Q4: 10 shares; 2025Q1: 11,272 shares; 2025Q2: 11,124 shares; 2025Q3: 11,782 shares; 2025Q4: 11,886 shares; 2026Q1: 12,268 shares; 2026Q2: 12,440 shares 12,440 $2.96M 0.2% +172 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,595 shares; 2024Q4: 6 shares; 2025Q1: 3,571 shares; 2025Q2: 3,452 shares; 2025Q3: 3,479 shares; 2025Q4: 4,158 shares; 2026Q1: 4,347 shares; 2026Q2: 5,047 shares 5,047 $2.93M 0.2% +700 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; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 1,100 shares; 2025Q3: 929 shares; 2025Q4: 637 shares; 2026Q1: 3,425 shares; 2026Q2: 3,377 shares 3,377 $2.9M 0.2% -48 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 6 shares; 2025Q1: 6,328 shares; 2025Q2: 54,651 shares; 2025Q3: 61,807 shares; 2025Q4: 78,824 shares; 2026Q1: 90,839 shares; 2026Q2: 96,378 shares 96,378 $2.89M 0.2% +5,539 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 6 shares; 2025Q1: 5,526 shares; 2025Q2: 5,817 shares; 2025Q3: 8,531 shares; 2025Q4: 12,108 shares; 2026Q1: 11,912 shares; 2026Q2: 13,353 shares 13,353 $2.89M 0.2% +1,441 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,065 shares; 2024Q4: 7 shares; 2025Q1: 7,724 shares; 2025Q2: 5,803 shares; 2025Q3: 5,782 shares; 2025Q4: 5,599 shares; 2026Q1: 5,466 shares; 2026Q2: 5,576 shares 5,576 $2.86M 0.19% +110 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,126 shares; 2024Q4: 9 shares; 2025Q1: 8,994 shares; 2025Q2: 10,992 shares; 2025Q3: 12,673 shares; 2025Q4: 18,691 shares; 2026Q1: 18,237 shares; 2026Q2: 15,366 shares 15,366 $2.84M 0.19% -2,871 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 4,300 shares; 2025Q3: 30,851 shares; 2025Q4: 26,535 shares; 2026Q1: 30,002 shares; 2026Q2: 30,525 shares 30,525 $2.8M 0.19% +523 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121 shares; 2024Q4: 2 shares; 2025Q1: 2,144 shares; 2025Q2: 2,106 shares; 2025Q3: 2,102 shares; 2025Q4: 2,069 shares; 2026Q1: 1,153 shares; 2026Q2: 11,625 shares 11,625 $2.78M 0.19% +10,472 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,319 shares; 2024Q4: 27 shares; 2025Q1: 23,679 shares; 2025Q2: 22,353 shares; 2025Q3: 26,232 shares; 2025Q4: 26,370 shares; 2026Q1: 28,157 shares; 2026Q2: 27,949 shares 27,949 $2.75M 0.19% -208 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,417 shares; 2024Q4: 6 shares; 2025Q1: 5,922 shares; 2025Q2: 7,400 shares; 2025Q3: 75,887 shares; 2025Q4: 87,209 shares; 2026Q1: 90,734 shares; 2026Q2: 93,908 shares 93,908 $2.72M 0.18% +3,174 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,692 shares; 2024Q4: 7 shares; 2025Q1: 7,500 shares; 2025Q2: 8,415 shares; 2025Q3: 7,480 shares; 2025Q4: 7,644 shares; 2026Q1: 7,353 shares; 2026Q2: 7,449 shares 7,449 $2.64M 0.18% +96 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 45,817 shares; 2025Q4: 45,831 shares; 2026Q1: 46,350 shares; 2026Q2: 46,697 shares 46,697 $2.62M 0.18% +347 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 2,901 shares; 2025Q3: 3,333 shares; 2025Q4: 19,153 shares; 2026Q1: 25,995 shares; 2026Q2: 26,030 shares 26,030 $2.58M 0.18% +35 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,563 shares; 2024Q4: 8 shares; 2025Q1: 7,763 shares; 2025Q2: 7,763 shares; 2025Q3: 7,833 shares; 2025Q4: 7,643 shares; 2026Q1: 7,369 shares; 2026Q2: 7,442 shares 7,442 $2.56M 0.17% +73 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 154 shares; 2026Q1: 6,501 shares; 2026Q2: 6,428 shares 6,428 $2.54M 0.17% -73 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,808 shares; 2024Q4: 8 shares; 2025Q1: 9,517 shares; 2025Q2: 9,662 shares; 2025Q3: 7,959 shares; 2025Q4: 7,122 shares; 2026Q1: 16,376 shares; 2026Q2: 22,073 shares 22,073 $2.52M 0.17% +5,697 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,505 shares; 2024Q4: 39 shares; 2025Q1: 335 shares; 2025Q2: 381 shares; 2025Q3: 874 shares; 2025Q4: 1,183 shares; 2026Q1: 1,258 shares; 2026Q2: 29,036 shares 29,036 $2.52M 0.17% +27,778 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 72 shares; 2025Q3: 68 shares; 2025Q4: 233 shares; 2026Q1: 10,316 shares; 2026Q2: 9,624 shares 9,624 $2.51M 0.17% -692 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,963 shares; 2024Q4: 17 shares; 2025Q1: 1,758 shares; 2025Q2: 1,758 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 61,763 shares; 2026Q2: 111,604 shares 111,604 $2.49M 0.17% +49,841 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 1,651 shares; 2026Q1: 34,315 shares; 2026Q2: 41,614 shares 41,614 $2.47M 0.17% +7,299 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 4 shares; 2025Q1: 5,124 shares; 2025Q2: 62,579 shares; 2025Q3: 71,110 shares; 2025Q4: 82,168 shares; 2026Q1: 80,787 shares; 2026Q2: 99,956 shares 99,956 $2.46M 0.17% +19,169 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,472 shares; 2024Q4: 6 shares; 2025Q1: 6,674 shares; 2025Q2: 7,435 shares; 2025Q3: 6,846 shares; 2025Q4: 7,414 shares; 2026Q1: 7,405 shares; 2026Q2: 6,784 shares 6,784 $2.46M 0.17% -621 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,946 shares; 2024Q4: 5 shares; 2025Q1: 5,824 shares; 2025Q2: 6,128 shares; 2025Q3: 6,628 shares; 2025Q4: 5,763 shares; 2026Q1: 6,692 shares; 2026Q2: 11,234 shares 11,234 $2.45M 0.17% +4,542 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,572 shares; 2024Q4: 61 shares; 2025Q1: 58,453 shares; 2025Q2: 53,891 shares; 2025Q3: 51,417 shares; 2025Q4: 50,574 shares; 2026Q1: 58,101 shares; 2026Q2: 59,792 shares 59,792 $2.41M 0.16% +1,691 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,664 shares; 2024Q4: 14 shares; 2025Q1: 14,188 shares; 2025Q2: 14,274 shares; 2025Q3: 17,234 shares; 2025Q4: 16,659 shares; 2026Q1: 16,210 shares; 2026Q2: 15,853 shares 15,853 $2.4M 0.16% -357 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 26,909 shares; 2025Q3: 30,047 shares; 2025Q4: 29,511 shares; 2026Q1: 27,538 shares; 2026Q2: 25,250 shares 25,250 $2.39M 0.16% -2,288 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 3 shares; 2025Q1: 3,733 shares; 2025Q2: 6,208 shares; 2025Q3: 6,755 shares; 2025Q4: 6,918 shares; 2026Q1: 9,433 shares; 2026Q2: 9,201 shares 9,201 $2.34M 0.16% -232 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,148 shares; 2024Q4: 4 shares; 2025Q1: 4,070 shares; 2025Q2: 4,224 shares; 2025Q3: 30,044 shares; 2025Q4: 33,989 shares; 2026Q1: 33,900 shares; 2026Q2: 27,313 shares 27,313 $2.34M 0.16% -6,587 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,493 shares; 2024Q4: 6 shares; 2025Q1: 6,342 shares; 2025Q2: 6,342 shares; 2025Q3: 6,340 shares; 2025Q4: 6,506 shares; 2026Q1: 6,575 shares; 2026Q2: 28,416 shares 28,416 $2.29M 0.16% +21,841 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,728 shares; 2024Q4: 3 shares; 2025Q1: 3,147 shares; 2025Q2: 3,170 shares; 2025Q3: 3,034 shares; 2025Q4: 2,480 shares; 2026Q1: 2,519 shares; 2026Q2: 2,692 shares 2,692 $2.23M 0.15% +173 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,409 shares; 2024Q4: 3 shares; 2025Q1: 3,842 shares; 2025Q2: 4,281 shares; 2025Q3: 4,989 shares; 2025Q4: 5,253 shares; 2026Q1: 4,921 shares; 2026Q2: 5,951 shares 5,951 $2.22M 0.15% +1,030 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,783 shares; 2024Q4: 30 shares; 2025Q1: 32,959 shares; 2025Q2: 33,162 shares; 2025Q3: 16,627 shares; 2025Q4: 15,864 shares; 2026Q1: 17,175 shares; 2026Q2: 17,498 shares 17,498 $2.21M 0.15% +323 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,107 shares; 2024Q4: 54 shares; 2025Q1: 55,609 shares; 2025Q2: 51,173 shares; 2025Q3: 52,236 shares; 2025Q4: 52,137 shares; 2026Q1: 51,079 shares; 2026Q2: 54,264 shares 54,264 $2.21M 0.15% +3,185 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 3 shares; 2025Q1: 3,111 shares; 2025Q2: 3,016 shares; 2025Q3: 2,983 shares; 2025Q4: 2,633 shares; 2026Q1: 2,409 shares; 2026Q2: 2,356 shares 2,356 $2.2M 0.15% -53 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,620 shares; 2024Q4: 27 shares; 2025Q1: 51,200 shares; 2025Q2: 54,909 shares; 2025Q3: 58,437 shares; 2025Q4: 60,385 shares; 2026Q1: 35,222 shares; 2026Q2: 38,966 shares 38,966 $2.2M 0.15% +3,744 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,923 shares; 2024Q4: 5 shares; 2025Q1: 53,648 shares; 2025Q2: 50,388 shares; 2025Q3: 43,678 shares; 2025Q4: 47,706 shares; 2026Q1: 36,083 shares; 2026Q2: 21,805 shares 21,805 $2.2M 0.15% -14,278 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,483 shares; 2024Q4: 14 shares; 2025Q1: 8,497 shares; 2025Q2: 6,946 shares; 2025Q3: 6,852 shares; 2025Q4: 17,147 shares; 2026Q1: 17,275 shares; 2026Q2: 17,146 shares 17,146 $2.17M 0.15% -129 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,660 shares; 2024Q4: 7 shares; 2025Q1: 7,589 shares; 2025Q2: 8,309 shares; 2025Q3: 7,738 shares; 2025Q4: 7,775 shares; 2026Q1: 7,683 shares; 2026Q2: 7,997 shares 7,997 $2.16M 0.15% +314 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,432 shares; 2024Q4: 6 shares; 2025Q1: 6,785 shares; 2025Q2: 7,020 shares; 2025Q3: 7,186 shares; 2025Q4: 7,386 shares; 2026Q1: 7,549 shares; 2026Q2: 7,558 shares 7,558 $2.15M 0.15% +9 Timeline HPP HUDSON PACIFIC PROPERTIES IN More: the full row for HUDSON PACIFIC PROPERTIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,220 shares; 2026Q2: 141,220 shares 141,220 $2.15M 0.15% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,047 shares; 2024Q4: 13 shares; 2025Q1: 13,784 shares; 2025Q2: 13,600 shares; 2025Q3: 13,600 shares; 2025Q4: 13,600 shares; 2026Q1: 13,600 shares; 2026Q2: 13,700 shares 13,700 $2.14M 0.15% +100 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,618 shares; 2024Q4: 16 shares; 2025Q1: 16,435 shares; 2025Q2: 16,095 shares; 2025Q3: 17,787 shares; 2025Q4: 17,288 shares; 2026Q1: 16,571 shares; 2026Q2: 15,733 shares 15,733 $2.12M 0.14% -838 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: not reported; 2025Q1: 1,060 shares; 2025Q2: 796 shares; 2025Q3: 768 shares; 2025Q4: 13,280 shares; 2026Q1: 13,331 shares; 2026Q2: 13,298 shares 13,298 $2.11M 0.14% -33 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,957 shares; 2026Q2: 63,321 shares 63,321 $2.08M 0.14% +12,364 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,353 shares; 2024Q4: 8 shares; 2025Q1: 9,542 shares; 2025Q2: 11,780 shares; 2025Q3: 12,719 shares; 2025Q4: 11,531 shares; 2026Q1: 10,418 shares; 2026Q2: 8,680 shares 8,680 $2.05M 0.14% -1,738 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1 shares; 2025Q1: 2,018 shares; 2025Q2: 26,570 shares; 2025Q3: 33,383 shares; 2025Q4: 38,530 shares; 2026Q1: 40,794 shares; 2026Q2: 39,513 shares 39,513 $2.05M 0.14% -1,281 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; 2024Q3: 802 shares; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 29 shares; 2026Q1: 7,212 shares; 2026Q2: 7,978 shares 7,978 $2.04M 0.14% +766 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134 shares; 2024Q4: 1 shares; 2025Q1: 1,134 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,134 shares; 2026Q1: 29,100 shares; 2026Q2: 43,585 shares 43,585 $2.04M 0.14% +14,485 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,938 shares; 2024Q4: 8 shares; 2025Q1: 12,766 shares; 2025Q2: 12,930 shares; 2025Q3: 10,579 shares; 2025Q4: 10,456 shares; 2026Q1: 10,727 shares; 2026Q2: 10,731 shares 10,731 $2.04M 0.14% +4 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,453 shares; 2024Q4: 1 shares; 2025Q1: 16,876 shares; 2025Q2: 20,266 shares; 2025Q3: 21,153 shares; 2025Q4: 18,295 shares; 2026Q1: 18,503 shares; 2026Q2: 18,096 shares 18,096 $2.02M 0.14% -407 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1 shares; 2025Q1: 1,840 shares; 2025Q2: 2,099 shares; 2025Q3: 2,032 shares; 2025Q4: 2,296 shares; 2026Q1: 2,513 shares; 2026Q2: 3,075 shares 3,075 $2.02M 0.14% +562 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,003 shares; 2024Q4: 5 shares; 2025Q1: 5,218 shares; 2025Q2: 6,468 shares; 2025Q3: 6,652 shares; 2025Q4: 6,619 shares; 2026Q1: 6,799 shares; 2026Q2: 6,673 shares 6,673 $1.99M 0.13% -126 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,688 shares; 2024Q4: 30 shares; 2025Q1: 35,001 shares; 2025Q2: 38,500 shares; 2025Q3: 21,392 shares; 2025Q4: 23,382 shares; 2026Q1: 24,669 shares; 2026Q2: 24,001 shares 24,001 $1.99M 0.13% -668 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; 2024Q3: 11,625 shares; 2024Q4: 11 shares; 2025Q1: 11,065 shares; 2025Q2: 10,916 shares; 2025Q3: 10,916 shares; 2025Q4: 10,916 shares; 2026Q1: 24,284 shares; 2026Q2: 28,212 shares 28,212 $1.97M 0.13% +3,928 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: 6 shares; 2025Q1: 6,196 shares; 2025Q2: 6,194 shares; 2025Q3: 6,313 shares; 2025Q4: 6,322 shares; 2026Q1: 6,231 shares; 2026Q2: 6,497 shares 6,497 $1.97M 0.13% +266 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,806 shares; 2024Q4: 360 shares; 2025Q1: 361,819 shares; 2025Q2: 10,905 shares; 2025Q3: 9,533 shares; 2025Q4: 9,637 shares; 2026Q1: 9,704 shares; 2026Q2: 9,429 shares 9,429 $1.95M 0.13% -275 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 2,073 shares; 2025Q3: 2,387 shares; 2025Q4: 3,495 shares; 2026Q1: 2,803 shares; 2026Q2: 6,806 shares 6,806 $1.95M 0.13% +4,003 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,580 shares; 2024Q4: 9 shares; 2025Q1: 10,024 shares; 2025Q2: 23,056 shares; 2025Q3: 25,264 shares; 2025Q4: 25,998 shares; 2026Q1: 23,916 shares; 2026Q2: 27,771 shares 27,771 $1.91M 0.13% +3,855 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3 shares; 2025Q1: 3,649 shares; 2025Q2: 3,475 shares; 2025Q3: 3,441 shares; 2025Q4: 3,373 shares; 2026Q1: 15,500 shares; 2026Q2: 19,390 shares 19,390 $1.9M 0.13% +3,890 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 6 shares; 2025Q1: 10,226 shares; 2025Q2: 15,996 shares; 2025Q3: 15,479 shares; 2025Q4: 15,625 shares; 2026Q1: 12,274 shares; 2026Q2: 12,274 shares 12,274 $1.87M 0.13% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,205 shares; 2024Q4: 8 shares; 2025Q1: 8,161 shares; 2025Q2: 30,667 shares; 2025Q3: 30,737 shares; 2025Q4: 28,633 shares; 2026Q1: 28,207 shares; 2026Q2: 22,756 shares 22,756 $1.87M 0.13% -5,451 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,523 shares; 2024Q4: 2 shares; 2025Q1: 2,395 shares; 2025Q2: 5,423 shares; 2025Q3: 6,804 shares; 2025Q4: 6,932 shares; 2026Q1: 6,690 shares; 2026Q2: 7,575 shares 7,575 $1.87M 0.13% +885 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,935 shares; 2024Q4: 21 shares; 2025Q1: 20,840 shares; 2025Q2: 21,272 shares; 2025Q3: 18,583 shares; 2025Q4: 18,676 shares; 2026Q1: 18,741 shares; 2026Q2: 19,341 shares 19,341 $1.85M 0.13% +600 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,968 shares; 2024Q4: 13 shares; 2025Q1: 13,799 shares; 2025Q2: 15,758 shares; 2025Q3: 14,340 shares; 2025Q4: 13,544 shares; 2026Q1: 12,315 shares; 2026Q2: 11,615 shares 11,615 $1.84M 0.12% -700 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,314 shares; 2025Q4: 6,664 shares; 2026Q1: 6,840 shares; 2026Q2: 6,794 shares 6,794 $1.83M 0.12% -46 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,133 shares; 2024Q4: 8 shares; 2025Q1: 7,576 shares; 2025Q2: 7,640 shares; 2025Q3: 7,611 shares; 2025Q4: 31,677 shares; 2026Q1: 33,218 shares; 2026Q2: 32,760 shares 32,760 $1.82M 0.12% -458 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 518 shares; 2025Q3: 1,669 shares; 2025Q4: 1,831 shares; 2026Q1: 1,788 shares; 2026Q2: 1,791 shares 1,791 $1.81M 0.12% +3 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5 shares; 2025Q1: 5,748 shares; 2025Q2: 5,955 shares; 2025Q3: 6,061 shares; 2025Q4: 96 shares; 2026Q1: 4,352 shares; 2026Q2: 4,291 shares 4,291 $1.78M 0.12% -61 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,430 shares; 2026Q1: 220,989 shares; 2026Q2: 219,408 shares 219,408 $1.78M 0.12% -1,581 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10,272 shares; 2025Q2: 10,516 shares; 2025Q3: 10,485 shares; 2025Q4: 10,475 shares; 2026Q1: 10,674 shares; 2026Q2: 10,527 shares 10,527 $1.77M 0.12% -147 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,286 shares; 2024Q4: 7 shares; 2025Q1: 7,379 shares; 2025Q2: 7,219 shares; 2025Q3: 6,893 shares; 2025Q4: 6,922 shares; 2026Q1: 6,882 shares; 2026Q2: 6,878 shares 6,878 $1.73M 0.12% -4 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,360 shares; 2024Q4: 5 shares; 2025Q1: 6,055 shares; 2025Q2: 6,277 shares; 2025Q3: 6,413 shares; 2025Q4: 6,747 shares; 2026Q1: 6,929 shares; 2026Q2: 6,877 shares 6,877 $1.73M 0.12% -52 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,287 shares; 2024Q4: 3 shares; 2025Q1: 3,593 shares; 2025Q2: 3,492 shares; 2025Q3: 3,422 shares; 2025Q4: 3,083 shares; 2026Q1: 3,132 shares; 2026Q2: 3,076 shares 3,076 $1.72M 0.12% -56 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,667 shares; 2024Q4: 120 shares; 2025Q1: 135,627 shares; 2025Q2: 130,497 shares; 2025Q3: 127,278 shares; 2025Q4: 125,131 shares; 2026Q1: 111,504 shares; 2026Q2: 54,095 shares 54,095 $1.72M 0.12% -57,409 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,551 shares; 2024Q4: 12 shares; 2025Q1: 12,068 shares; 2025Q2: 15,706 shares; 2025Q3: 29,699 shares; 2025Q4: 26,334 shares; 2026Q1: 26,349 shares; 2026Q2: 25,983 shares 25,983 $1.7M 0.12% -366 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; 2024Q3: 11,065 shares; 2024Q4: 10 shares; 2025Q1: 10,370 shares; 2025Q2: 13,863 shares; 2025Q3: 9,465 shares; 2025Q4: 9,340 shares; 2026Q1: 8,929 shares; 2026Q2: 8,776 shares 8,776 $1.7M 0.12% -153 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,040 shares; 2024Q4: 4 shares; 2025Q1: 4,595 shares; 2025Q2: 3,413 shares; 2025Q3: 3,493 shares; 2025Q4: 3,775 shares; 2026Q1: 3,826 shares; 2026Q2: 3,954 shares 3,954 $1.66M 0.11% +128 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,691 shares; 2024Q4: 69 shares; 2025Q1: 75,492 shares; 2025Q2: 70,267 shares; 2025Q3: 46,341 shares; 2025Q4: 37,027 shares; 2026Q1: 38,860 shares; 2026Q2: 39,270 shares 39,270 $1.66M 0.11% +410 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,154 shares; 2024Q4: 6 shares; 2025Q1: 4,907 shares; 2025Q2: 4,922 shares; 2025Q3: 12,441 shares; 2025Q4: 15,005 shares; 2026Q1: 16,590 shares; 2026Q2: 17,220 shares 17,220 $1.66M 0.11% +630 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares; 2026Q1: 58,513 shares; 2026Q2: 81,991 shares 81,991 $1.65M 0.11% +23,478 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,014 shares; 2024Q4: 6 shares; 2025Q1: 7,017 shares; 2025Q2: 6,106 shares; 2025Q3: 5,717 shares; 2025Q4: 5,532 shares; 2026Q1: 4,959 shares; 2026Q2: 4,887 shares 4,887 $1.65M 0.11% -72 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,849 shares; 2024Q4: 4 shares; 2025Q1: 2,288 shares; 2025Q2: 1,668 shares; 2025Q3: 2,448 shares; 2025Q4: 2,415 shares; 2026Q1: 2,275 shares; 2026Q2: 2,166 shares 2,166 $1.65M 0.11% -109 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1,456 shares; 2025Q2: 1,566 shares; 2025Q3: 1,615 shares; 2025Q4: 1,694 shares; 2026Q1: 1,700 shares; 2026Q2: 1,711 shares 1,711 $1.65M 0.11% +11 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 27,191 shares; 2026Q1: 29,594 shares; 2026Q2: 29,517 shares 29,517 $1.64M 0.11% -77 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,459 shares; 2024Q4: 8 shares; 2025Q1: 8,617 shares; 2025Q2: 9,369 shares; 2025Q3: 18,403 shares; 2025Q4: 21,418 shares; 2026Q1: 26,539 shares; 2026Q2: 30,662 shares 30,662 $1.64M 0.11% +4,123 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: not reported; 2025Q1: 4,982 shares; 2025Q2: 7,054 shares; 2025Q3: 28,199 shares; 2025Q4: 32,949 shares; 2026Q1: 33,890 shares; 2026Q2: 31,872 shares 31,872 $1.63M 0.11% -2,018 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 3,019 shares; 2026Q1: 3,101 shares; 2026Q2: 3,083 shares 3,083 $1.61M 0.11% -18 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,314 shares; 2024Q4: 30 shares; 2025Q1: 30,239 shares; 2025Q2: 31,606 shares; 2025Q3: 36,581 shares; 2025Q4: 35,682 shares; 2026Q1: 36,011 shares; 2026Q2: 32,993 shares 32,993 $1.61M 0.11% -3,018 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; 2024Q3: 10,917 shares; 2024Q4: 11 shares; 2025Q1: 11,474 shares; 2025Q2: 11,720 shares; 2025Q3: 11,940 shares; 2025Q4: 11,513 shares; 2026Q1: 11,871 shares; 2026Q2: 11,854 shares 11,854 $1.6M 0.11% -17 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,086 shares; 2024Q4: 4 shares; 2025Q1: 4,562 shares; 2025Q2: 4,658 shares; 2025Q3: 4,493 shares; 2025Q4: 4,475 shares; 2026Q1: 6,646 shares; 2026Q2: 7,079 shares 7,079 $1.58M 0.11% +433 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,557 shares; 2024Q4: 24 shares; 2025Q1: 23,591 shares; 2025Q2: 22,204 shares; 2025Q3: 26,378 shares; 2025Q4: 26,092 shares; 2026Q1: 26,329 shares; 2026Q2: 26,466 shares 26,466 $1.56M 0.11% +137 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,920 shares; 2024Q4: 36 shares; 2025Q1: 37,295 shares; 2025Q2: 30,261 shares; 2025Q3: 22,378 shares; 2025Q4: 22,089 shares; 2026Q1: 8,765 shares; 2026Q2: 10,607 shares 10,607 $1.55M 0.11% +1,842 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,776 shares; 2024Q4: 11 shares; 2025Q1: 11,712 shares; 2025Q2: 10,420 shares; 2025Q3: 10,363 shares; 2025Q4: 11,057 shares; 2026Q1: 12,197 shares; 2026Q2: 16,781 shares 16,781 $1.53M 0.1% +4,584 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,213 shares 11,213 $1.53M 0.1% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,067 shares; 2024Q4: 8 shares; 2025Q1: 8,688 shares; 2025Q2: 9,134 shares; 2025Q3: 9,364 shares; 2025Q4: 9,798 shares; 2026Q1: 9,918 shares; 2026Q2: 9,871 shares 9,871 $1.53M 0.1% -47 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,465 shares; 2024Q4: 6 shares; 2025Q1: 6,872 shares; 2025Q2: 6,467 shares; 2025Q3: 6,100 shares; 2025Q4: 6,362 shares; 2026Q1: 8,257 shares; 2026Q2: 8,413 shares 8,413 $1.52M 0.1% +156 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,014 shares; 2024Q4: 6 shares; 2025Q1: 6,158 shares; 2025Q2: 6,161 shares; 2025Q3: 6,365 shares; 2025Q4: 6,509 shares; 2026Q1: 6,461 shares; 2026Q2: 20,182 shares 20,182 $1.51M 0.1% +13,721 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,323 shares; 2024Q4: 7 shares; 2025Q1: 12,224 shares; 2025Q2: 13,649 shares; 2025Q3: 14,103 shares; 2025Q4: 15,753 shares; 2026Q1: 14,771 shares; 2026Q2: 14,958 shares 14,958 $1.5M 0.1% +187 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 1 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,279 shares; 2025Q4: 5,641 shares; 2026Q1: 21,560 shares; 2026Q2: 28,507 shares 28,507 $1.49M 0.1% +6,947 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 3 shares; 2025Q1: 3,709 shares; 2025Q2: 2,738 shares; 2025Q3: 3,594 shares; 2025Q4: 5,415 shares; 2026Q1: 8,761 shares; 2026Q2: 8,053 shares 8,053 $1.49M 0.1% -708 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,708 shares; 2024Q4: 8 shares; 2025Q1: 8,301 shares; 2025Q2: 25,142 shares; 2025Q3: 26,745 shares; 2025Q4: 28,201 shares; 2026Q1: 28,472 shares; 2026Q2: 31,705 shares 31,705 $1.48M 0.1% +3,233 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,871 shares; 2024Q4: 8 shares; 2025Q1: 9,901 shares; 2025Q2: 10,125 shares; 2025Q3: 11,389 shares; 2025Q4: 17,762 shares; 2026Q1: 20,897 shares; 2026Q2: 21,887 shares 21,887 $1.48M 0.1% +990 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,038 shares; 2024Q4: 71 shares; 2025Q1: 63,220 shares; 2025Q2: 52,237 shares; 2025Q3: 35,821 shares; 2025Q4: 34,218 shares; 2026Q1: 31,848 shares; 2026Q2: 30,788 shares 30,788 $1.48M 0.1% -1,060 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; 2024Q3: 147 shares; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 416 shares; 2025Q3: 406 shares; 2025Q4: 385 shares; 2026Q1: 6,685 shares; 2026Q2: 7,285 shares 7,285 $1.47M 0.1% +600 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,606 shares; 2024Q4: 11 shares; 2025Q1: 7,835 shares; 2025Q2: 6,273 shares; 2025Q3: 3,398 shares; 2025Q4: 3,200 shares; 2026Q1: 3,556 shares; 2026Q2: 3,488 shares 3,488 $1.45M 0.1% -68 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares; 2026Q2: 11,321 shares 11,321 $1.45M 0.1% +5,936 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,843 shares; 2026Q2: 13,843 shares 13,843 $1.45M 0.1% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,278 shares; 2024Q4: 58 shares; 2025Q1: 61,482 shares; 2025Q2: 70,356 shares; 2025Q3: 7,118 shares; 2025Q4: 6,679 shares; 2026Q1: 22,345 shares; 2026Q2: 29,377 shares 29,377 $1.45M 0.1% +7,032 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 342 shares; 2026Q1: 2,038 shares; 2026Q2: 10,011 shares 10,011 $1.43M 0.1% +7,973 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,773 shares; 2024Q4: 5 shares; 2025Q1: 5,696 shares; 2025Q2: 5,682 shares; 2025Q3: 5,620 shares; 2025Q4: 7,168 shares; 2026Q1: 8,020 shares; 2026Q2: 9,221 shares 9,221 $1.42M 0.1% +1,201 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,112 shares; 2024Q4: 21 shares; 2025Q1: 22,951 shares; 2025Q2: 24,904 shares; 2025Q3: 28,017 shares; 2025Q4: 27,513 shares; 2026Q1: 31,582 shares; 2026Q2: 32,723 shares 32,723 $1.4M 0.09% +1,141 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3 shares; 2025Q1: 3,050 shares; 2025Q2: 648 shares; 2025Q3: 1,004 shares; 2025Q4: 12,453 shares; 2026Q1: 12,477 shares; 2026Q2: 12,471 shares 12,471 $1.39M 0.09% -6 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,420 shares; 2024Q4: 8 shares; 2025Q1: 6,735 shares; 2025Q2: 5,797 shares; 2025Q3: 5,823 shares; 2025Q4: 5,934 shares; 2026Q1: 6,202 shares; 2026Q2: 27,312 shares 27,312 $1.39M 0.09% +21,110 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5 shares; 2025Q1: 5,069 shares; 2025Q2: 4,090 shares; 2025Q3: 4,367 shares; 2025Q4: 4,332 shares; 2026Q1: 3,934 shares; 2026Q2: 3,589 shares 3,589 $1.38M 0.09% -345 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,358 shares; 2024Q4: 15 shares; 2025Q1: 15,358 shares; 2025Q2: 15,358 shares; 2025Q3: 15,463 shares; 2025Q4: 15,243 shares; 2026Q1: 14,318 shares; 2026Q2: 14,318 shares 14,318 $1.38M 0.09% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,911 shares; 2024Q4: 9 shares; 2025Q1: 10,530 shares; 2025Q2: 10,893 shares; 2025Q3: 3,719 shares; 2025Q4: 3,715 shares; 2026Q1: 4,330 shares; 2026Q2: 4,044 shares 4,044 $1.38M 0.09% -286 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,695 shares; 2024Q4: 11 shares; 2025Q1: 10,943 shares; 2025Q2: 10,555 shares; 2025Q3: 9,257 shares; 2025Q4: 12,101 shares; 2026Q1: 26,222 shares; 2026Q2: 25,277 shares 25,277 $1.36M 0.09% -945 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,414 shares; 2024Q4: 37 shares; 2025Q1: 36,445 shares; 2025Q2: 31,295 shares; 2025Q3: 30,895 shares; 2025Q4: 30,595 shares; 2026Q1: 29,620 shares; 2026Q2: 29,620 shares 29,620 $1.35M 0.09% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: 3 shares; 2025Q1: 3,249 shares; 2025Q2: 3,401 shares; 2025Q3: 3,476 shares; 2025Q4: 3,510 shares; 2026Q1: 3,579 shares; 2026Q2: 3,408 shares 3,408 $1.34M 0.09% -171 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,738 shares; 2024Q4: 60 shares; 2025Q1: 59,364 shares; 2025Q2: 63,434 shares; 2025Q3: 66,844 shares; 2025Q4: 66,662 shares; 2026Q1: 70,053 shares; 2026Q2: 70,091 shares 70,091 $1.34M 0.09% +38 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 8 shares; 2025Q1: 8,936 shares; 2025Q2: 8,556 shares; 2025Q3: 8,735 shares; 2025Q4: 9,030 shares; 2026Q1: 9,391 shares; 2026Q2: 9,094 shares 9,094 $1.33M 0.09% -297 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 385 shares; 2026Q1: 17,170 shares; 2026Q2: 22,787 shares 22,787 $1.33M 0.09% +5,617 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,582 shares; 2024Q4: 50 shares; 2025Q1: 49,667 shares; 2025Q2: 49,607 shares; 2025Q3: 51,729 shares; 2025Q4: 44,428 shares; 2026Q1: 42,145 shares; 2026Q2: 43,381 shares 43,381 $1.32M 0.09% +1,236 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,026 shares; 2024Q4: 9 shares; 2025Q1: 5,387 shares; 2025Q2: 5,646 shares; 2025Q3: 26,453 shares; 2025Q4: 27,928 shares; 2026Q1: 26,472 shares; 2026Q2: 25,995 shares 25,995 $1.31M 0.09% -477 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,959 shares; 2024Q4: 11 shares; 2025Q1: 12,908 shares; 2025Q2: 13,179 shares; 2025Q3: 12,847 shares; 2025Q4: 5,225 shares; 2026Q1: 4,279 shares; 2026Q2: 18,003 shares 18,003 $1.29M 0.09% +13,724 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,685 shares; 2024Q4: 4 shares; 2025Q1: 4,811 shares; 2025Q2: 4,929 shares; 2025Q3: 4,985 shares; 2025Q4: 4,809 shares; 2026Q1: 4,694 shares; 2026Q2: 4,708 shares 4,708 $1.29M 0.09% +14 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,760 shares; 2024Q4: 32 shares; 2025Q1: 34,409 shares; 2025Q2: 34,319 shares; 2025Q3: 34,004 shares; 2025Q4: 33,394 shares; 2026Q1: 35,576 shares; 2026Q2: 34,924 shares 34,924 $1.28M 0.09% -652 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,595 shares; 2024Q4: 22 shares; 2025Q1: 32,195 shares; 2025Q2: 30,995 shares; 2025Q3: 30,579 shares; 2025Q4: 37,225 shares; 2026Q1: 61,886 shares; 2026Q2: 50,511 shares 50,511 $1.28M 0.09% -11,375 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,461 shares; 2024Q4: 5 shares; 2025Q1: 5,743 shares; 2025Q2: 5,961 shares; 2025Q3: 6,074 shares; 2025Q4: 6,273 shares; 2026Q1: 6,400 shares; 2026Q2: 6,530 shares 6,530 $1.27M 0.09% +130 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,506 shares; 2024Q4: 7 shares; 2025Q1: 7,800 shares; 2025Q2: 8,404 shares; 2025Q3: 8,846 shares; 2025Q4: 8,799 shares; 2026Q1: 9,482 shares; 2026Q2: 7,944 shares 7,944 $1.26M 0.09% -1,538 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: not reported; 2025Q1: 4,420 shares; 2025Q2: 8,032 shares; 2025Q3: 9,127 shares; 2025Q4: 7,512 shares; 2026Q1: 5,391 shares; 2026Q2: 4,720 shares 4,720 $1.26M 0.09% -671 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,872 shares; 2024Q4: 20 shares; 2025Q1: 21,306 shares; 2025Q2: 21,543 shares; 2025Q3: 21,946 shares; 2025Q4: 22,069 shares; 2026Q1: 22,923 shares; 2026Q2: 24,266 shares 24,266 $1.26M 0.09% +1,343 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,476 shares; 2024Q4: 18 shares; 2025Q1: 19,104 shares; 2025Q2: 21,873 shares; 2025Q3: 21,551 shares; 2025Q4: 21,990 shares; 2026Q1: 21,992 shares; 2026Q2: 21,979 shares 21,979 $1.25M 0.08% -13 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,461 shares; 2024Q4: 32 shares; 2025Q1: 34,684 shares; 2025Q2: 35,870 shares; 2025Q3: 35,294 shares; 2025Q4: 30,852 shares; 2026Q1: 24,593 shares; 2026Q2: 23,872 shares 23,872 $1.25M 0.08% -721 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,635 shares; 2024Q4: 8 shares; 2025Q1: 8,520 shares; 2025Q2: 8,919 shares; 2025Q3: 9,090 shares; 2025Q4: 7,793 shares; 2026Q1: 8,437 shares; 2026Q2: 8,399 shares 8,399 $1.25M 0.08% -38 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,405 shares; 2024Q4: 24 shares; 2025Q1: 23,791 shares; 2025Q2: 24,422 shares; 2025Q3: 24,023 shares; 2025Q4: 23,580 shares; 2026Q1: 15,366 shares; 2026Q2: 15,097 shares 15,097 $1.25M 0.08% -269 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,204 shares; 2024Q4: 5 shares; 2025Q1: 5,691 shares; 2025Q2: 5,116 shares; 2025Q3: 5,164 shares; 2025Q4: 5,414 shares; 2026Q1: 5,564 shares; 2026Q2: 5,532 shares 5,532 $1.24M 0.08% -32 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,921 shares; 2024Q4: 13 shares; 2025Q1: 8,337 shares; 2025Q2: 6,474 shares; 2025Q3: 45,100 shares; 2025Q4: 38,591 shares; 2026Q1: 46,032 shares; 2026Q2: 45,729 shares 45,729 $1.24M 0.08% -303 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,912 shares; 2026Q1: 41,914 shares; 2026Q2: 37,756 shares 37,756 $1.22M 0.08% -4,158 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,892 shares; 2024Q4: 4 shares; 2025Q1: 5,063 shares; 2025Q2: 5,847 shares; 2025Q3: 5,536 shares; 2025Q4: 5,310 shares; 2026Q1: 5,006 shares; 2026Q2: 4,955 shares 4,955 $1.22M 0.08% -51 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 5 shares; 2025Q1: 6,259 shares; 2025Q2: 6,510 shares; 2025Q3: 5,068 shares; 2025Q4: 4,155 shares; 2026Q1: 4,253 shares; 2026Q2: 4,300 shares 4,300 $1.22M 0.08% +47 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 8 shares; 2025Q1: 14,426 shares; 2025Q2: 16,572 shares; 2025Q3: 23,247 shares; 2025Q4: 27,717 shares; 2026Q1: 26,355 shares; 2026Q2: 23,853 shares 23,853 $1.2M 0.08% -2,502 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 6,989 shares; 2026Q2: 7,668 shares 7,668 $1.2M 0.08% +679 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,302 shares; 2024Q4: 7 shares; 2025Q1: 7,096 shares; 2025Q2: 7,137 shares; 2025Q3: 7,090 shares; 2025Q4: 6,702 shares; 2026Q1: 3,786 shares; 2026Q2: 6,814 shares 6,814 $1.2M 0.08% +3,028 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,454 shares; 2024Q4: 8 shares; 2025Q1: 11,089 shares; 2025Q2: 11,564 shares; 2025Q3: 11,080 shares; 2025Q4: 11,080 shares; 2026Q1: 10,421 shares; 2026Q2: 10,356 shares 10,356 $1.18M 0.08% -65 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2 shares; 2025Q1: 3,055 shares; 2025Q2: 3,201 shares; 2025Q3: 3,284 shares; 2025Q4: 3,363 shares; 2026Q1: 3,499 shares; 2026Q2: 3,530 shares 3,530 $1.18M 0.08% +31 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 15,030 shares; 2025Q3: 16,955 shares; 2025Q4: 20,136 shares; 2026Q1: 22,505 shares; 2026Q2: 23,449 shares 23,449 $1.17M 0.08% +944 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,829 shares; 2024Q4: 16 shares; 2025Q1: 27,683 shares; 2025Q2: 28,172 shares; 2025Q3: 30,624 shares; 2025Q4: 29,180 shares; 2026Q1: 25,778 shares; 2026Q2: 23,566 shares 23,566 $1.16M 0.08% -2,212 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,466 shares; 2024Q4: 5 shares; 2025Q1: 5,847 shares; 2025Q2: 10,866 shares; 2025Q3: 15,171 shares; 2025Q4: 17,603 shares; 2026Q1: 20,054 shares; 2026Q2: 22,644 shares 22,644 $1.16M 0.08% +2,590 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,237 shares; 2024Q4: 25 shares; 2025Q1: 28,110 shares; 2025Q2: 29,110 shares; 2025Q3: 31,626 shares; 2025Q4: 31,829 shares; 2026Q1: 30,005 shares; 2026Q2: 31,688 shares 31,688 $1.16M 0.08% +1,683 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,121 shares 5,121 $1.15M 0.08% new Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,040 shares; 2024Q4: 11 shares; 2025Q1: 13,685 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 15,710 shares; 2026Q1: 15,710 shares; 2026Q2: 15,710 shares 15,710 $1.14M 0.08% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,533 shares; 2024Q4: 22 shares; 2025Q1: 24,207 shares; 2025Q2: 24,392 shares; 2025Q3: 24,327 shares; 2025Q4: 18,151 shares; 2026Q1: 18,011 shares; 2026Q2: 18,034 shares 18,034 $1.13M 0.08% +23 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares; 2025Q4: 41,461 shares; 2026Q1: 50,162 shares; 2026Q2: 87,983 shares 87,983 $1.13M 0.08% +37,821 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,685 shares; 2024Q4: 41 shares; 2025Q1: 41,171 shares; 2025Q2: 40,415 shares; 2025Q3: 39,359 shares; 2025Q4: 36,396 shares; 2026Q1: 35,134 shares; 2026Q2: 28,687 shares 28,687 $1.13M 0.08% -6,447 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,121 shares 5,121 $1.13M 0.08% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,075 shares; 2024Q4: 19 shares; 2025Q1: 18,983 shares; 2025Q2: 18,863 shares; 2025Q3: 18,401 shares; 2025Q4: 26,700 shares; 2026Q1: 26,647 shares; 2026Q2: 26,541 shares 26,541 $1.13M 0.08% -106 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 6 shares; 2025Q1: 6,577 shares; 2025Q2: 6,665 shares; 2025Q3: 6,687 shares; 2025Q4: 7,590 shares; 2026Q1: 7,062 shares; 2026Q2: 6,865 shares 6,865 $1.13M 0.08% -197 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,181 shares; 2024Q4: 14 shares; 2025Q1: 16,720 shares; 2025Q2: 16,802 shares; 2025Q3: 17,023 shares; 2025Q4: 13,125 shares; 2026Q1: 14,555 shares; 2026Q2: 15,704 shares 15,704 $1.13M 0.08% +1,149 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,350 shares; 2024Q4: 6 shares; 2025Q1: 5,844 shares; 2025Q2: 5,472 shares; 2025Q3: 6,048 shares; 2025Q4: 6,404 shares; 2026Q1: 6,621 shares; 2026Q2: 6,396 shares 6,396 $1.13M 0.08% -225 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 488 shares; 2025Q3: 489 shares; 2025Q4: 488 shares; 2026Q1: 607 shares; 2026Q2: 5,532 shares 5,532 $1.11M 0.07% +4,925 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,703 shares; 2024Q4: 21 shares; 2025Q1: 19,060 shares; 2025Q2: 16,979 shares; 2025Q3: 15,861 shares; 2025Q4: 15,701 shares; 2026Q1: 15,529 shares; 2026Q2: 13,768 shares 13,768 $1.1M 0.07% -1,761 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 3 shares; 2025Q1: 3,438 shares; 2025Q2: 3,463 shares; 2025Q3: 3,477 shares; 2025Q4: 21,917 shares; 2026Q1: 21,915 shares; 2026Q2: 21,922 shares 21,922 $1.1M 0.07% +7 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,386 shares; 2024Q4: 9 shares; 2025Q1: 9,925 shares; 2025Q2: 9,718 shares; 2025Q3: 9,894 shares; 2025Q4: 9,742 shares; 2026Q1: 9,726 shares; 2026Q2: 19,251 shares 19,251 $1.08M 0.07% +9,525 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 1 shares; 2025Q1: 2,687 shares; 2025Q2: 3,715 shares; 2025Q3: 40,766 shares; 2025Q4: 42,852 shares; 2026Q1: 42,593 shares; 2026Q2: 42,740 shares 42,740 $1.08M 0.07% +147 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,856 shares; 2024Q4: 17 shares; 2025Q1: 7,504 shares; 2025Q2: 5,868 shares; 2025Q3: 4,774 shares; 2025Q4: 4,777 shares; 2026Q1: 4,233 shares; 2026Q2: 3,687 shares 3,687 $1.08M 0.07% -546 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 2 shares; 2025Q1: 2,256 shares; 2025Q2: 2,313 shares; 2025Q3: 2,437 shares; 2025Q4: 2,529 shares; 2026Q1: 2,646 shares; 2026Q2: 2,579 shares 2,579 $1.07M 0.07% -67 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; 2024Q3: 5,521 shares; 2024Q4: 5 shares; 2025Q1: 7,656 shares; 2025Q2: 6,135 shares; 2025Q3: 6,545 shares; 2025Q4: 6,423 shares; 2026Q1: 5,805 shares; 2026Q2: 6,085 shares 6,085 $1.07M 0.07% +280 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,182 shares; 2024Q4: 11 shares; 2025Q1: 10,446 shares; 2025Q2: 10,586 shares; 2025Q3: 10,603 shares; 2025Q4: 24,090 shares; 2026Q1: 21,750 shares; 2026Q2: 23,524 shares 23,524 $1.07M 0.07% +1,774 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,305 shares; 2024Q4: 12 shares; 2025Q1: 13,920 shares; 2025Q2: 15,995 shares; 2025Q3: 15,995 shares; 2025Q4: 15,995 shares; 2026Q1: 15,995 shares; 2026Q2: 15,995 shares 15,995 $1.07M 0.07% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 3 shares; 2025Q1: 3,500 shares; 2025Q2: 225 shares; 2025Q3: 510 shares; 2025Q4: 13,700 shares; 2026Q1: 13,885 shares; 2026Q2: 10,810 shares 10,810 $1.06M 0.07% -3,075 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 199 shares; 2025Q3: 1,828 shares; 2025Q4: 2,992 shares; 2026Q1: 2,877 shares; 2026Q2: 2,670 shares 2,670 $1.06M 0.07% -207 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,737 shares; 2024Q4: 4 shares; 2025Q1: 3,368 shares; 2025Q2: 14,156 shares; 2025Q3: 13,499 shares; 2025Q4: 13,497 shares; 2026Q1: 12,734 shares; 2026Q2: 12,109 shares 12,109 $1.05M 0.07% -625 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,100 shares; 2024Q4: 95 shares; 2025Q1: 105,735 shares; 2025Q2: 142,855 shares; 2025Q3: 121,978 shares; 2025Q4: 119,386 shares; 2026Q1: 114,963 shares; 2026Q2: 117,768 shares 117,768 $1.05M 0.07% +2,805 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 2 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,723 shares; 2025Q4: 2,685 shares; 2026Q1: 2,773 shares; 2026Q2: 2,785 shares 2,785 $1.05M 0.07% +12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,809 shares; 2024Q4: 11 shares; 2025Q1: 12,014 shares; 2025Q2: 9,365 shares; 2025Q3: 8,932 shares; 2025Q4: 8,937 shares; 2026Q1: 7,506 shares; 2026Q2: 7,203 shares 7,203 $1.04M 0.07% -303 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 71,270 shares 71,270 $1.04M 0.07% +70,670 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,397 shares; 2024Q4: 27 shares; 2025Q1: 29,839 shares; 2025Q2: 30,883 shares; 2025Q3: 19,252 shares; 2025Q4: 19,266 shares; 2026Q1: 18,650 shares; 2026Q2: 17,403 shares 17,403 $1.04M 0.07% -1,247 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 4 shares; 2025Q1: 4,104 shares; 2025Q2: 4,879 shares; 2025Q3: 4,789 shares; 2025Q4: 4,648 shares; 2026Q1: 3,927 shares; 2026Q2: 3,975 shares 3,975 $1.04M 0.07% +48 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,305 shares; 2024Q4: 54 shares; 2025Q1: 53,969 shares; 2025Q2: 52,719 shares; 2025Q3: 52,719 shares; 2025Q4: 52,719 shares; 2026Q1: 50,648 shares; 2026Q2: 50,648 shares 50,648 $1.03M 0.07% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,959 shares; 2024Q4: 15 shares; 2025Q1: 15,717 shares; 2025Q2: 1,739 shares; 2025Q3: 1,614 shares; 2025Q4: 1,617 shares; 2026Q1: 1,604 shares; 2026Q2: 1,625 shares 1,625 $1.03M 0.07% +21 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,878 shares; 2026Q2: 8,763 shares 8,763 $1.03M 0.07% +5,885 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,930 shares; 2024Q4: 14 shares; 2025Q1: 15,390 shares; 2025Q2: 14,835 shares; 2025Q3: 14,126 shares; 2025Q4: 11,639 shares; 2026Q1: 8,625 shares; 2026Q2: 10,666 shares 10,666 $1.03M 0.07% +2,041 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,755 shares; 2024Q4: 5 shares; 2025Q1: 8,348 shares; 2025Q2: 11,034 shares; 2025Q3: 10,712 shares; 2025Q4: 10,258 shares; 2026Q1: 9,855 shares; 2026Q2: 10,036 shares 10,036 $1.03M 0.07% +181 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 3 shares; 2025Q1: 4,055 shares; 2025Q2: 4,406 shares; 2025Q3: 4,367 shares; 2025Q4: 4,325 shares; 2026Q1: 3,840 shares; 2026Q2: 3,603 shares 3,603 $1.02M 0.07% -237 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,126 shares; 2024Q4: 94 shares; 2025Q1: 100,123 shares; 2025Q2: 106,334 shares; 2025Q3: 59,295 shares; 2025Q4: 59,771 shares; 2026Q1: 58,837 shares; 2026Q2: 56,990 shares 56,990 $1.02M 0.07% -1,847 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,019 shares; 2024Q4: 3 shares; 2025Q1: 4,718 shares; 2025Q2: 3,242 shares; 2025Q3: 3,199 shares; 2025Q4: 27,741 shares; 2026Q1: 14,981 shares; 2026Q2: 14,224 shares 14,224 $1.02M 0.07% -757 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2 shares; 2025Q1: 3,374 shares; 2025Q2: 2,808 shares; 2025Q3: 4,374 shares; 2025Q4: 3,941 shares; 2026Q1: 3,648 shares; 2026Q2: 2,904 shares 2,904 $996K 0.07% -744 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,743 shares; 2024Q4: 53 shares; 2025Q1: 57,206 shares; 2025Q2: 57,024 shares; 2025Q3: 57,024 shares; 2025Q4: 56,709 shares; 2026Q1: 56,709 shares; 2026Q2: 56,968 shares 56,968 $988K 0.07% +259 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,183 shares; 2024Q4: 21 shares; 2025Q1: 24,910 shares; 2025Q2: 24,846 shares; 2025Q3: 24,000 shares; 2025Q4: 24,318 shares; 2026Q1: 17,747 shares; 2026Q2: 18,046 shares 18,046 $986K 0.07% +299 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 316 shares; 2025Q4: 298 shares; 2026Q1: 3,061 shares; 2026Q2: 4,966 shares 4,966 $981K 0.07% +1,905 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,508 shares; 2024Q4: 4 shares; 2025Q1: 6,089 shares; 2025Q2: 4,997 shares; 2025Q3: 4,459 shares; 2025Q4: 3,917 shares; 2026Q1: 5,714 shares; 2026Q2: 5,854 shares 5,854 $962K 0.07% +140 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 7 shares; 2025Q1: 7,586 shares; 2025Q2: 7,414 shares; 2025Q3: 7,399 shares; 2025Q4: 15,259 shares; 2026Q1: 15,766 shares; 2026Q2: 17,874 shares 17,874 $949K 0.06% +2,108 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,410 shares; 2025Q3: 135,659 shares; 2025Q4: 143,279 shares; 2026Q1: 143,977 shares; 2026Q2: 146,006 shares 146,006 $949K 0.06% +2,029 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 3 shares; 2025Q1: 2,625 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,592 shares; 2026Q1: 8,032 shares; 2026Q2: 9,829 shares 9,829 $947K 0.06% +1,797 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 3,433 shares; 2025Q3: 5,231 shares; 2025Q4: 9,222 shares; 2026Q1: 11,864 shares; 2026Q2: 21,009 shares 21,009 $945K 0.06% +9,145 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1 shares; 2025Q1: 1,115 shares; 2025Q2: 1,387 shares; 2025Q3: 1,728 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares; 2026Q2: 1,746 shares 1,746 $941K 0.06% -6 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,261 shares; 2024Q4: 2 shares; 2025Q1: 1,218 shares; 2025Q2: 1,567 shares; 2025Q3: 2,284 shares; 2025Q4: 3,080 shares; 2026Q1: 4,113 shares; 2026Q2: 6,018 shares 6,018 $927K 0.06% +1,905 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,348 shares; 2025Q3: 13,455 shares; 2025Q4: 8,310 shares; 2026Q1: 5,430 shares; 2026Q2: 3,050 shares 3,050 $923K 0.06% -2,380 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,570 shares; 2024Q4: 51 shares; 2025Q1: 48,125 shares; 2025Q2: 51,887 shares; 2025Q3: 34,935 shares; 2025Q4: 35,886 shares; 2026Q1: 36,645 shares; 2026Q2: 36,843 shares 36,843 $917K 0.06% +198 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,485 shares; 2024Q4: 8 shares; 2025Q1: 8,384 shares; 2025Q2: 11,806 shares; 2025Q3: 8,681 shares; 2025Q4: 8,073 shares; 2026Q1: 8,012 shares; 2026Q2: 7,972 shares 7,972 $916K 0.06% -40 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,598 shares; 2024Q4: 11 shares; 2025Q1: 12,580 shares; 2025Q2: 11,118 shares; 2025Q3: 6,494 shares; 2025Q4: 6,651 shares; 2026Q1: 5,824 shares; 2026Q2: 5,813 shares 5,813 $911K 0.06% -11 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 1,215 shares; 2025Q3: 1,695 shares; 2025Q4: 1,701 shares; 2026Q1: 1,772 shares; 2026Q2: 10,555 shares 10,555 $909K 0.06% +8,783 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,772 shares; 2024Q4: 14 shares; 2025Q1: 14,288 shares; 2025Q2: 15,554 shares; 2025Q3: 23,481 shares; 2025Q4: 21,027 shares; 2026Q1: 21,018 shares; 2026Q2: 21,374 shares 21,374 $905K 0.06% +356 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: 2,990 shares; 2025Q3: 2,214 shares; 2025Q4: 2,153 shares; 2026Q1: 2,037 shares; 2026Q2: 1,461 shares 1,461 $901K 0.06% -576 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,016 shares; 2024Q4: 3 shares; 2025Q1: 3,773 shares; 2025Q2: 5,095 shares; 2025Q3: 5,050 shares; 2025Q4: 4,950 shares; 2026Q1: 4,920 shares; 2026Q2: 5,616 shares 5,616 $901K 0.06% +696 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 3 shares; 2025Q1: 3,418 shares; 2025Q2: 6,097 shares; 2025Q3: 5,085 shares; 2025Q4: 4,913 shares; 2026Q1: 4,878 shares; 2026Q2: 5,126 shares 5,126 $899K 0.06% +248 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 626 shares; 2025Q3: 2,015 shares; 2025Q4: 4,202 shares; 2026Q1: 5,243 shares; 2026Q2: 7,354 shares 7,354 $893K 0.06% +2,111 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,118 shares; 2024Q4: 62 shares; 2025Q1: 92,435 shares; 2025Q2: 130,560 shares; 2025Q3: 126,196 shares; 2025Q4: 102,016 shares; 2026Q1: 102,447 shares; 2026Q2: 94,707 shares 94,707 $889K 0.06% -7,740 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,523 shares; 2024Q4: 8 shares; 2025Q1: 8,360 shares; 2025Q2: 8,750 shares; 2025Q3: 10,328 shares; 2025Q4: 10,558 shares; 2026Q1: 8,125 shares; 2026Q2: 12,901 shares 12,901 $886K 0.06% +4,776 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,486 shares; 2024Q4: 1 shares; 2025Q1: 1,737 shares; 2025Q2: 2,846 shares; 2025Q3: 2,813 shares; 2025Q4: 2,693 shares; 2026Q1: 2,801 shares; 2026Q2: 3,019 shares 3,019 $885K 0.06% +218 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,440 shares; 2024Q4: 17 shares; 2025Q1: 38,325 shares; 2025Q2: 38,325 shares; 2025Q3: 38,325 shares; 2025Q4: 38,325 shares; 2026Q1: 35,425 shares; 2026Q2: 35,425 shares 35,425 $885K 0.06% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,369 shares; 2024Q4: 6 shares; 2025Q1: 6,104 shares; 2025Q2: 8,090 shares; 2025Q3: 10,432 shares; 2025Q4: 11,134 shares; 2026Q1: 12,074 shares; 2026Q2: 11,970 shares 11,970 $879K 0.06% -104 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,084 shares; 2024Q4: 16 shares; 2025Q1: 15,903 shares; 2025Q2: 12,860 shares; 2025Q3: 5,672 shares; 2025Q4: 5,894 shares; 2026Q1: 6,040 shares; 2026Q2: 6,130 shares 6,130 $878K 0.06% +90 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,048 shares; 2024Q4: 14 shares; 2025Q1: 14,273 shares; 2025Q2: 15,747 shares; 2025Q3: 15,478 shares; 2025Q4: 14,970 shares; 2026Q1: 15,225 shares; 2026Q2: 14,513 shares 14,513 $877K 0.06% -712 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,900 shares; 2024Q4: 87 shares; 2025Q1: 91,985 shares; 2025Q2: 91,985 shares; 2025Q3: 91,985 shares; 2025Q4: 91,985 shares; 2026Q1: 91,985 shares; 2026Q2: 91,985 shares 91,985 $871K 0.06% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,398 shares; 2024Q4: 10 shares; 2025Q1: 10,574 shares; 2025Q2: 10,015 shares; 2025Q3: 8,972 shares; 2025Q4: 10,776 shares; 2026Q1: 16,532 shares; 2026Q2: 15,394 shares 15,394 $870K 0.06% -1,138 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,949 shares; 2024Q4: 7 shares; 2025Q1: 7,508 shares; 2025Q2: 7,633 shares; 2025Q3: 7,682 shares; 2025Q4: 8,674 shares; 2026Q1: 9,713 shares; 2026Q2: 11,059 shares 11,059 $870K 0.06% +1,346 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,292 shares; 2026Q2: 38,814 shares 38,814 $867K 0.06% +7,522 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,834 shares; 2024Q4: 54 shares; 2025Q1: 54,307 shares; 2025Q2: 38,116 shares; 2025Q3: 39,997 shares; 2025Q4: 36,864 shares; 2026Q1: 38,311 shares; 2026Q2: 35,867 shares 35,867 $864K 0.06% -2,444 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,291 shares; 2025Q4: 2,291 shares; 2026Q1: 2,346 shares; 2026Q2: 2,357 shares 2,357 $862K 0.06% +11 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,788 shares; 2024Q4: 7 shares; 2025Q1: 8,747 shares; 2025Q2: 18,329 shares; 2025Q3: 20,091 shares; 2025Q4: 21,354 shares; 2026Q1: 20,818 shares; 2026Q2: 23,548 shares 23,548 $860K 0.06% +2,730 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,706 shares; 2024Q4: 16 shares; 2025Q1: 16,434 shares; 2025Q2: 16,431 shares; 2025Q3: 15,695 shares; 2025Q4: 15,015 shares; 2026Q1: 15,015 shares; 2026Q2: 16,891 shares 16,891 $857K 0.06% +1,876 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,028 shares; 2024Q4: 2 shares; 2025Q1: 3,890 shares; 2025Q2: 6,205 shares; 2025Q3: 6,262 shares; 2025Q4: 11,230 shares; 2026Q1: 14,131 shares; 2026Q2: 14,446 shares 14,446 $852K 0.06% +315 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 580 shares; 2025Q3: 639 shares; 2025Q4: 647 shares; 2026Q1: 1,634 shares; 2026Q2: 1,855 shares 1,855 $852K 0.06% +221 Timeline CDLR CADELER A S More: the full row for CADELER A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,197 shares; 2024Q4: 26 shares; 2025Q1: 38,747 shares; 2025Q2: 38,747 shares; 2025Q3: 38,747 shares; 2025Q4: 38,747 shares; 2026Q1: 38,747 shares; 2026Q2: 38,747 shares 38,747 $849K 0.06% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 7 shares; 2025Q1: 7,008 shares; 2025Q2: 8,019 shares; 2025Q3: 9,109 shares; 2025Q4: 9,054 shares; 2026Q1: 8,227 shares; 2026Q2: 8,196 shares 8,196 $848K 0.06% -31 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 6,108 shares; 2025Q3: 9,058 shares; 2025Q4: 10,267 shares; 2026Q1: 10,910 shares; 2026Q2: 11,468 shares 11,468 $846K 0.06% +558 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,023 shares; 2024Q4: 8 shares; 2025Q1: 5,100 shares; 2025Q2: 12,493 shares; 2025Q3: 4,989 shares; 2025Q4: 5,458 shares; 2026Q1: 5,295 shares; 2026Q2: 6,350 shares 6,350 $846K 0.06% +1,055 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,513 shares; 2024Q4: 7 shares; 2025Q1: 6,352 shares; 2025Q2: 7,058 shares; 2025Q3: 7,094 shares; 2025Q4: 6,649 shares; 2026Q1: 5,960 shares; 2026Q2: 8,772 shares 8,772 $842K 0.06% +2,812 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,819 shares; 2024Q4: 51 shares; 2025Q1: 55,652 shares; 2025Q2: 55,446 shares; 2025Q3: 54,458 shares; 2025Q4: 54,409 shares; 2026Q1: 47,533 shares; 2026Q2: 52,488 shares 52,488 $841K 0.06% +4,955 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,067 shares; 2026Q1: 1,047 shares; 2026Q2: 1,493 shares 1,493 $836K 0.06% +446 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,900 shares; 2024Q4: 10 shares; 2025Q1: 11,947 shares; 2025Q2: 15,521 shares; 2025Q3: 17,032 shares; 2025Q4: 16,921 shares; 2026Q1: 17,055 shares; 2026Q2: 19,087 shares 19,087 $834K 0.06% +2,032 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,706 shares; 2024Q4: 8 shares; 2025Q1: 8,928 shares; 2025Q2: 8,442 shares; 2025Q3: 6,469 shares; 2025Q4: 6,191 shares; 2026Q1: 6,133 shares; 2026Q2: 6,073 shares 6,073 $831K 0.06% -60 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,615 shares; 2025Q3: 3,703 shares; 2025Q4: 3,895 shares; 2026Q1: 3,986 shares; 2026Q2: 4,030 shares 4,030 $830K 0.06% +44 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 4 shares; 2025Q1: 3,395 shares; 2025Q2: 2,476 shares; 2025Q3: 5,622 shares; 2025Q4: 5,678 shares; 2026Q1: 6,493 shares; 2026Q2: 7,087 shares 7,087 $827K 0.06% +594 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: not reported; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,630 shares 93,630 $818K 0.06% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2 shares; 2025Q1: 12,403 shares; 2025Q2: 11,627 shares; 2025Q3: 11,644 shares; 2025Q4: 11,280 shares; 2026Q1: 11,280 shares; 2026Q2: 10,414 shares 10,414 $815K 0.06% -866 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,919 shares; 2024Q4: 8 shares; 2025Q1: 8,990 shares; 2025Q2: 8,999 shares; 2025Q3: 9,047 shares; 2025Q4: 9,150 shares; 2026Q1: 9,149 shares; 2026Q2: 9,275 shares 9,275 $814K 0.06% +126 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,371 shares; 2024Q4: 52 shares; 2025Q1: 66,791 shares; 2025Q2: 85,130 shares; 2025Q3: 96,456 shares; 2025Q4: 101,872 shares; 2026Q1: 68,597 shares; 2026Q2: 55,523 shares 55,523 $813K 0.06% -13,074 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,722 shares; 2024Q4: 10 shares; 2025Q1: 10,069 shares; 2025Q2: 10,075 shares; 2025Q3: 10,075 shares; 2025Q4: 10,199 shares; 2026Q1: 11,744 shares; 2026Q2: 11,798 shares 11,798 $807K 0.05% +54 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,837 shares; 2024Q4: 2 shares; 2025Q1: 2,958 shares; 2025Q2: 3,288 shares; 2025Q3: 3,476 shares; 2025Q4: 3,606 shares; 2026Q1: 3,774 shares; 2026Q2: 3,626 shares 3,626 $802K 0.05% -148 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 222 shares; 2025Q4: 211 shares; 2026Q1: 205 shares; 2026Q2: 251 shares 251 $802K 0.05% +46 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 2,145 shares; 2026Q2: 2,397 shares 2,397 $798K 0.05% +252 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,019 shares; 2026Q2: 62,809 shares 62,809 $795K 0.05% +12,790 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,337 shares; 2024Q4: 52 shares; 2025Q1: 206,064 shares; 2025Q2: 139,670 shares; 2025Q3: 135,536 shares; 2025Q4: 38,679 shares; 2026Q1: 38,193 shares; 2026Q2: 38,270 shares 38,270 $792K 0.05% +77 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,374 shares; 2024Q4: 4 shares; 2025Q1: 4,343 shares; 2025Q2: 4,345 shares; 2025Q3: 16,221 shares; 2025Q4: 14,286 shares; 2026Q1: 10,639 shares; 2026Q2: 10,353 shares 10,353 $786K 0.05% -286 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,529 shares; 2024Q4: 34 shares; 2025Q1: 43,290 shares; 2025Q2: 46,740 shares; 2025Q3: 46,740 shares; 2025Q4: 46,740 shares; 2026Q1: 44,140 shares; 2026Q2: 44,140 shares 44,140 $785K 0.05% 0 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,660 shares; 2024Q4: 13 shares; 2025Q1: 13,291 shares; 2025Q2: 13,518 shares; 2025Q3: 13,436 shares; 2025Q4: 12,600 shares; 2026Q1: 12,435 shares; 2026Q2: 13,858 shares 13,858 $785K 0.05% +1,423 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,675 shares; 2024Q4: 15 shares; 2025Q1: 9,500 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares; 2025Q4: 16,550 shares; 2026Q1: 16,550 shares; 2026Q2: 16,550 shares 16,550 $784K 0.05% 0 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,415 shares; 2026Q1: 18,823 shares; 2026Q2: 19,145 shares 19,145 $782K 0.05% +322 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,679 shares; 2024Q4: 2 shares; 2025Q1: 4,179 shares; 2025Q2: 5,575 shares; 2025Q3: 5,846 shares; 2025Q4: 8,394 shares; 2026Q1: 8,405 shares; 2026Q2: 5,968 shares 5,968 $780K 0.05% -2,437 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 2 shares; 2025Q1: 2,125 shares; 2025Q2: 1,966 shares; 2025Q3: 1,950 shares; 2025Q4: 1,645 shares; 2026Q1: 1,048 shares; 2026Q2: 1,031 shares 1,031 $779K 0.05% -17 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,840 shares; 2024Q4: 7 shares; 2025Q1: 37,820 shares; 2025Q2: 2,798 shares; 2025Q3: 9,943 shares; 2025Q4: 9,784 shares; 2026Q1: 9,716 shares; 2026Q2: 9,625 shares 9,625 $778K 0.05% -91 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,895 shares; 2024Q4: 30 shares; 2025Q1: 34,062 shares; 2025Q2: 33,942 shares; 2025Q3: 33,942 shares; 2025Q4: 33,942 shares; 2026Q1: 30,742 shares; 2026Q2: 30,742 shares 30,742 $778K 0.05% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1 shares; 2025Q1: 1,048 shares; 2025Q2: 1,194 shares; 2025Q3: 3,341 shares; 2025Q4: 2,941 shares; 2026Q1: 4,368 shares; 2026Q2: 4,774 shares 4,774 $773K 0.05% +406 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 3 shares; 2025Q1: 3,356 shares; 2025Q2: 3,498 shares; 2025Q3: 3,308 shares; 2025Q4: 3,264 shares; 2026Q1: 3,033 shares; 2026Q2: 2,888 shares 2,888 $765K 0.05% -145 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2 shares; 2025Q1: 2,586 shares; 2025Q2: 2,614 shares; 2025Q3: 2,912 shares; 2025Q4: 2,883 shares; 2026Q1: 3,216 shares; 2026Q2: 3,190 shares 3,190 $759K 0.05% -26 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,515 shares; 2025Q4: 7,991 shares; 2026Q1: 8,421 shares; 2026Q2: 8,364 shares 8,364 $759K 0.05% -57 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,281 shares; 2024Q4: 13 shares; 2025Q1: 137,459 shares; 2025Q2: 160,386 shares; 2025Q3: 181,114 shares; 2025Q4: 193,570 shares; 2026Q1: 58,286 shares; 2026Q2: 62,756 shares 62,756 $759K 0.05% +4,470 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,942 shares; 2024Q4: 18 shares; 2025Q1: 19,351 shares; 2025Q2: 19,074 shares; 2025Q3: 18,331 shares; 2025Q4: 21,590 shares; 2026Q1: 19,319 shares; 2026Q2: 16,508 shares 16,508 $756K 0.05% -2,811 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,138 shares; 2026Q2: 18,729 shares 18,729 $753K 0.05% +6,591 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 7,164 shares; 2026Q2: 10,205 shares 10,205 $751K 0.05% +3,041 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,725 shares; 2024Q4: 8 shares; 2025Q1: 9,441 shares; 2025Q2: 7,604 shares; 2025Q3: 15,554 shares; 2025Q4: 11,632 shares; 2026Q1: 9,538 shares; 2026Q2: 14,889 shares 14,889 $747K 0.05% +5,351 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 6 shares; 2025Q1: 7,452 shares; 2025Q2: 8,414 shares; 2025Q3: 10,934 shares; 2025Q4: 11,134 shares; 2026Q1: 15,401 shares; 2026Q2: 17,497 shares 17,497 $746K 0.05% +2,096 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,165 shares; 2025Q2: 8,278 shares; 2025Q3: 12,562 shares; 2025Q4: 12,338 shares; 2026Q1: 22,844 shares; 2026Q2: 27,142 shares 27,142 $746K 0.05% +4,298 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,850 shares; 2024Q4: 10 shares; 2025Q1: 11,164 shares; 2025Q2: 11,793 shares; 2025Q3: 5,758 shares; 2025Q4: 6,195 shares; 2026Q1: 6,827 shares; 2026Q2: 6,919 shares 6,919 $744K 0.05% +92 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,779 shares; 2025Q3: 35,637 shares; 2025Q4: 43,058 shares; 2026Q1: 43,351 shares; 2026Q2: 46,115 shares 46,115 $742K 0.05% +2,764 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 2 shares; 2025Q1: 1,897 shares; 2025Q2: 2,821 shares; 2025Q3: 2,955 shares; 2025Q4: 894 shares; 2026Q1: 870 shares; 2026Q2: 2,487 shares 2,487 $741K 0.05% +1,617 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 4 shares; 2025Q1: 5,652 shares; 2025Q2: 8,479 shares; 2025Q3: 8,619 shares; 2025Q4: 10,559 shares; 2026Q1: 11,696 shares; 2026Q2: 12,020 shares 12,020 $739K 0.05% +324 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 1 shares; 2025Q1: 1,726 shares; 2025Q2: 2,979 shares; 2025Q3: 2,974 shares; 2025Q4: 3,122 shares; 2026Q1: 3,201 shares; 2026Q2: 3,325 shares 3,325 $734K 0.05% +124 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 7,142 shares; 2025Q3: 8,257 shares; 2025Q4: 8,906 shares; 2026Q1: 8,979 shares; 2026Q2: 10,875 shares 10,875 $731K 0.05% +1,896 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,806 shares; 2024Q4: 36 shares; 2025Q1: 37,601 shares; 2025Q2: 36,066 shares; 2025Q3: 43,236 shares; 2025Q4: 53,736 shares; 2026Q1: 58,216 shares; 2026Q2: 70,046 shares 70,046 $729K 0.05% +11,830 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 5 shares; 2025Q1: 5,607 shares; 2025Q2: 5,699 shares; 2025Q3: 4,341 shares; 2025Q4: 4,402 shares; 2026Q1: 4,396 shares; 2026Q2: 5,998 shares 5,998 $718K 0.05% +1,602 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares; 2026Q2: 12,219 shares 12,219 $717K 0.05% +10,584 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,736 shares; 2024Q4: 4 shares; 2025Q1: 4,658 shares; 2025Q2: 4,681 shares; 2025Q3: 4,428 shares; 2025Q4: 4,340 shares; 2026Q1: 3,897 shares; 2026Q2: 3,195 shares 3,195 $716K 0.05% -702 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,206 shares; 2024Q4: 6 shares; 2025Q1: 6,214 shares; 2025Q2: 6,909 shares; 2025Q3: 7,760 shares; 2025Q4: 6,447 shares; 2026Q1: 7,045 shares; 2026Q2: 6,633 shares 6,633 $714K 0.05% -412 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,675 shares; 2024Q4: 9 shares; 2025Q1: 9,988 shares; 2025Q2: 9,801 shares; 2025Q3: 9,376 shares; 2025Q4: 9,552 shares; 2026Q1: 9,441 shares; 2026Q2: 9,206 shares 9,206 $714K 0.05% -235 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 1 shares; 2025Q1: 1,685 shares; 2025Q2: 1,701 shares; 2025Q3: 2,338 shares; 2025Q4: 3,016 shares; 2026Q1: 3,072 shares; 2026Q2: 3,260 shares 3,260 $712K 0.05% +188 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,961 shares; 2024Q4: 7 shares; 2025Q1: 12,782 shares; 2025Q2: 9,529 shares; 2025Q3: 16,053 shares; 2025Q4: 16,791 shares; 2026Q1: 16,164 shares; 2026Q2: 15,205 shares 15,205 $707K 0.05% -959 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,597 shares; 2024Q4: 9 shares; 2025Q1: 11,484 shares; 2025Q2: 12,198 shares; 2025Q3: 9,914 shares; 2025Q4: 9,883 shares; 2026Q1: 9,903 shares; 2026Q2: 9,696 shares 9,696 $703K 0.05% -207 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 1 shares; 2025Q1: 13,568 shares; 2025Q2: 4,955 shares; 2025Q3: 13,274 shares; 2025Q4: 12,596 shares; 2026Q1: 19,303 shares; 2026Q2: 21,458 shares 21,458 $702K 0.05% +2,155 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1 shares; 2025Q1: 1,626 shares; 2025Q2: 1,892 shares; 2025Q3: 1,904 shares; 2025Q4: 1,712 shares; 2026Q1: 1,386 shares; 2026Q2: 1,212 shares 1,212 $700K 0.05% -174 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,335 shares; 2025Q3: 1,360 shares; 2025Q4: 1,308 shares; 2026Q1: 1,329 shares; 2026Q2: 1,327 shares 1,327 $699K 0.05% -2 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,854 shares; 2024Q4: 8 shares; 2025Q1: 8,854 shares; 2025Q2: 8,854 shares; 2025Q3: 9,058 shares; 2025Q4: 8,925 shares; 2026Q1: 8,546 shares; 2026Q2: 8,546 shares 8,546 $699K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,745 shares; 2024Q4: 22 shares; 2025Q1: 23,042 shares; 2025Q2: 22,705 shares; 2025Q3: 21,899 shares; 2025Q4: 21,791 shares; 2026Q1: 21,823 shares; 2026Q2: 21,808 shares 21,808 $697K 0.05% -15 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,404 shares; 2024Q4: 19 shares; 2025Q1: 20,640 shares; 2025Q2: 20,489 shares; 2025Q3: 20,088 shares; 2025Q4: 20,093 shares; 2026Q1: 20,220 shares; 2026Q2: 20,092 shares 20,092 $694K 0.05% -128 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,676 shares; 2026Q1: 34,089 shares; 2026Q2: 33,672 shares 33,672 $691K 0.05% -417 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2 shares; 2025Q1: 2,811 shares; 2025Q2: 2,905 shares; 2025Q3: 19,539 shares; 2025Q4: 19,397 shares; 2026Q1: 18,077 shares; 2026Q2: 18,194 shares 18,194 $690K 0.05% +117 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares; 2026Q1: 2,719 shares; 2026Q2: 7,536 shares 7,536 $685K 0.05% +4,817 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,881 shares; 2024Q4: 8 shares; 2025Q1: 13,503 shares; 2025Q2: 10,913 shares; 2025Q3: 10,220 shares; 2025Q4: 12,060 shares; 2026Q1: 10,306 shares; 2026Q2: 11,043 shares 11,043 $684K 0.05% +737 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 2,901 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares; 2026Q2: 3,915 shares 3,915 $683K 0.05% +459 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 3 shares; 2025Q1: 1,614 shares; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 1,589 shares; 2026Q1: 1,598 shares; 2026Q2: 1,844 shares 1,844 $683K 0.05% +246 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,724 shares; 2024Q4: 11 shares; 2025Q1: 12,282 shares; 2025Q2: 11,489 shares; 2025Q3: 8,969 shares; 2025Q4: 4,097 shares; 2026Q1: 5,073 shares; 2026Q2: 4,773 shares 4,773 $683K 0.05% -300 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,893 shares; 2024Q4: 58 shares; 2025Q1: 53,281 shares; 2025Q2: 51,159 shares; 2025Q3: 50,130 shares; 2025Q4: 50,043 shares; 2026Q1: 48,056 shares; 2026Q2: 48,959 shares 48,959 $681K 0.05% +903 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,787 shares; 2026Q2: 36,494 shares 36,494 $680K 0.05% -293 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1 shares; 2025Q1: 1,368 shares; 2025Q2: 1,610 shares; 2025Q3: 1,476 shares; 2025Q4: 1,478 shares; 2026Q1: 1,797 shares; 2026Q2: 2,528 shares 2,528 $680K 0.05% +731 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3 shares; 2025Q1: 3,643 shares; 2025Q2: 3,296 shares; 2025Q3: 2,254 shares; 2025Q4: 4,115 shares; 2026Q1: 3,076 shares; 2026Q2: 13,487 shares 13,487 $677K 0.05% +10,411 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1 shares; 2025Q1: 1,126 shares; 2025Q2: 1,191 shares; 2025Q3: 1,396 shares; 2025Q4: 1,614 shares; 2026Q1: 1,610 shares; 2026Q2: 1,623 shares 1,623 $676K 0.05% +13 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,659 shares; 2024Q4: 11 shares; 2025Q1: 13,637 shares; 2025Q2: 12,813 shares; 2025Q3: 12,415 shares; 2025Q4: 12,736 shares; 2026Q1: 13,115 shares; 2026Q2: 12,454 shares 12,454 $675K 0.05% -661 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3 shares; 2025Q1: 3,285 shares; 2025Q2: 3,057 shares; 2025Q3: 2,737 shares; 2025Q4: 7,856 shares; 2026Q1: 8,410 shares; 2026Q2: 8,147 shares 8,147 $675K 0.05% -263 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; 2024Q3: 818 shares; 2024Q4: 1 shares; 2025Q1: 1,423 shares; 2025Q2: 1,425 shares; 2025Q3: 1,418 shares; 2025Q4: 1,342 shares; 2026Q1: 1,381 shares; 2026Q2: 1,470 shares 1,470 $674K 0.05% +89 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,198 shares; 2026Q1: 33,759 shares; 2026Q2: 33,344 shares 33,344 $673K 0.05% -415 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 540 shares; 2025Q3: 519 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,535 shares 1,535 $672K 0.05% -25 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1 shares; 2025Q1: 1,594 shares; 2025Q2: 2,337 shares; 2025Q3: 2,364 shares; 2025Q4: 2,532 shares; 2026Q1: 2,565 shares; 2026Q2: 2,411 shares 2,411 $672K 0.05% -154 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,343 shares; 2026Q2: 60,086 shares 60,086 $670K 0.05% +17,743 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 4,699 shares; 2026Q1: 8,883 shares; 2026Q2: 26,149 shares 26,149 $669K 0.05% +17,266 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,961 shares; 2024Q4: 23 shares; 2025Q1: 23,881 shares; 2025Q2: 23,962 shares; 2025Q3: 23,962 shares; 2025Q4: 22,486 shares; 2026Q1: 22,263 shares; 2026Q2: 23,020 shares 23,020 $667K 0.05% +757 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,183 shares; 2024Q4: 2 shares; 2025Q1: 1,854 shares; 2025Q2: 1,624 shares; 2025Q3: 1,571 shares; 2025Q4: 1,368 shares; 2026Q1: 1,398 shares; 2026Q2: 1,275 shares 1,275 $666K 0.05% -123 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,067 shares; 2024Q4: 6 shares; 2025Q1: 6,321 shares; 2025Q2: 6,742 shares; 2025Q3: 6,593 shares; 2025Q4: 6,524 shares; 2026Q1: 6,075 shares; 2026Q2: 6,082 shares 6,082 $666K 0.05% +7 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,495 shares; 2024Q4: 10 shares; 2025Q1: 10,524 shares; 2025Q2: 10,618 shares; 2025Q3: 10,395 shares; 2025Q4: 1,481 shares; 2026Q1: 1,302 shares; 2026Q2: 1,276 shares 1,276 $662K 0.04% -26 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 3 shares; 2025Q1: 2,806 shares; 2025Q2: 3,349 shares; 2025Q3: 3,436 shares; 2025Q4: 3,390 shares; 2026Q1: 3,381 shares; 2026Q2: 3,345 shares 3,345 $662K 0.04% -36 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 2 shares; 2025Q1: 2,757 shares; 2025Q2: 2,911 shares; 2025Q3: 2,936 shares; 2025Q4: 2,884 shares; 2026Q1: 2,972 shares; 2026Q2: 2,470 shares 2,470 $660K 0.04% -502 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 8,198 shares; 2026Q2: 12,378 shares 12,378 $660K 0.04% +4,180 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,357 shares; 2024Q4: 53 shares; 2025Q1: 218,118 shares; 2025Q2: 251,166 shares; 2025Q3: 282,243 shares; 2025Q4: 302,375 shares; 2026Q1: 122,142 shares; 2026Q2: 135,835 shares 135,835 $660K 0.04% +13,693 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2 shares; 2025Q1: 2,324 shares; 2025Q2: 5,853 shares; 2025Q3: 10,532 shares; 2025Q4: 9,825 shares; 2026Q1: 12,674 shares; 2026Q2: 12,412 shares 12,412 $660K 0.04% -262 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: 2,772 shares; 2025Q4: 2,786 shares; 2026Q1: 2,769 shares; 2026Q2: 2,758 shares 2,758 $657K 0.04% -11 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: 3 shares; 2025Q1: 3,739 shares; 2025Q2: 3,917 shares; 2025Q3: 3,912 shares; 2025Q4: 4,220 shares; 2026Q1: 4,222 shares; 2026Q2: 4,193 shares 4,193 $654K 0.04% -29 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,674 shares; 2024Q4: 33 shares; 2025Q1: 35,313 shares; 2025Q2: 35,329 shares; 2025Q3: 25,521 shares; 2025Q4: 17,726 shares; 2026Q1: 15,252 shares; 2026Q2: 12,950 shares 12,950 $654K 0.04% -2,302 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 8,720 shares; 2026Q1: 8,295 shares; 2026Q2: 16,484 shares 16,484 $650K 0.04% +8,189 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,054 shares; 2024Q4: 44 shares; 2025Q1: 46,813 shares; 2025Q2: 57,895 shares; 2025Q3: 16,857 shares; 2025Q4: 16,535 shares; 2026Q1: 15,002 shares; 2026Q2: 15,035 shares 15,035 $649K 0.04% +33 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,755 shares; 2024Q4: 13 shares; 2025Q1: 14,855 shares; 2025Q2: 11,313 shares; 2025Q3: 11,902 shares; 2025Q4: 10,787 shares; 2026Q1: 8,708 shares; 2026Q2: 8,590 shares 8,590 $648K 0.04% -118 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 5 shares; 2025Q1: 3,923 shares; 2025Q2: 3,862 shares; 2025Q3: 3,937 shares; 2025Q4: 4,493 shares; 2026Q1: 4,374 shares; 2026Q2: 4,226 shares 4,226 $648K 0.04% -148 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1 shares; 2025Q1: 1,286 shares; 2025Q2: 1,387 shares; 2025Q3: 1,449 shares; 2025Q4: 1,371 shares; 2026Q1: 1,574 shares; 2026Q2: 1,517 shares 1,517 $646K 0.04% -57 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,795 shares; 2026Q1: 4,831 shares; 2026Q2: 3,733 shares 3,733 $646K 0.04% -1,098 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,675 shares; 2024Q4: 3 shares; 2025Q1: 3,884 shares; 2025Q2: 3,869 shares; 2025Q3: 5,132 shares; 2025Q4: 5,174 shares; 2026Q1: 4,432 shares; 2026Q2: 11,763 shares 11,763 $646K 0.04% +7,331 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,951 shares; 2024Q4: 5 shares; 2025Q1: 5,796 shares; 2025Q2: 5,966 shares; 2025Q3: 6,008 shares; 2025Q4: 5,948 shares; 2026Q1: 4,725 shares; 2026Q2: 4,705 shares 4,705 $644K 0.04% -20 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 1 shares; 2025Q1: 1,098 shares; 2025Q2: 1,241 shares; 2025Q3: 2,147 shares; 2025Q4: 6,262 shares; 2026Q1: 8,179 shares; 2026Q2: 7,971 shares 7,971 $641K 0.04% -208 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; 2024Q3: 2,058 shares; 2024Q4: 4 shares; 2025Q1: 4,146 shares; 2025Q2: 4,419 shares; 2025Q3: 4,474 shares; 2025Q4: 4,534 shares; 2026Q1: 3,714 shares; 2026Q2: 5,562 shares 5,562 $640K 0.04% +1,848 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,909 shares; 2024Q4: 22 shares; 2025Q1: 24,291 shares; 2025Q2: 24,233 shares; 2025Q3: 24,054 shares; 2025Q4: 24,408 shares; 2026Q1: 19,747 shares; 2026Q2: 25,602 shares 25,602 $637K 0.04% +5,855 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,094 shares; 2024Q4: 10 shares; 2025Q1: 7,954 shares; 2025Q2: 7,477 shares; 2025Q3: 3,230 shares; 2025Q4: 2,835 shares; 2026Q1: 2,752 shares; 2026Q2: 13,263 shares 13,263 $636K 0.04% +10,511 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,755 shares; 2024Q4: 3 shares; 2025Q1: 3,991 shares; 2025Q2: 3,975 shares; 2025Q3: 3,951 shares; 2025Q4: 3,899 shares; 2026Q1: 3,888 shares; 2026Q2: 3,862 shares 3,862 $634K 0.04% -26 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,927 shares; 2024Q4: 8 shares; 2025Q1: 8,162 shares; 2025Q2: 10,837 shares; 2025Q3: 10,814 shares; 2025Q4: 10,677 shares; 2026Q1: 10,644 shares; 2026Q2: 10,544 shares 10,544 $628K 0.04% -100 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,914 shares; 2025Q4: 5,852 shares; 2026Q1: 5,877 shares; 2026Q2: 6,281 shares 6,281 $627K 0.04% +404 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3 shares; 2025Q1: 3,646 shares; 2025Q2: 3,634 shares; 2025Q3: 3,613 shares; 2025Q4: 2,938 shares; 2026Q1: 2,930 shares; 2026Q2: 3,006 shares 3,006 $627K 0.04% +76 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,086 shares; 2024Q4: 3 shares; 2025Q1: 3,973 shares; 2025Q2: 4,011 shares; 2025Q3: 4,267 shares; 2025Q4: 4,372 shares; 2026Q1: 5,280 shares; 2026Q2: 5,307 shares 5,307 $624K 0.04% +27 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,507 shares; 2024Q4: 8 shares; 2025Q1: 8,693 shares; 2025Q2: 3,180 shares; 2025Q3: 3,122 shares; 2025Q4: 3,273 shares; 2026Q1: 2,772 shares; 2026Q2: 2,772 shares 2,772 $624K 0.04% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,786 shares; 2024Q4: 15 shares; 2025Q1: 12,749 shares; 2025Q2: 11,293 shares; 2025Q3: 10,631 shares; 2025Q4: 9,409 shares; 2026Q1: 7,412 shares; 2026Q2: 12,611 shares 12,611 $623K 0.04% +5,199 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares; 2026Q1: 8,109 shares; 2026Q2: 7,734 shares 7,734 $622K 0.04% -375 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,037 shares; 2024Q4: 53 shares; 2025Q1: 53,087 shares; 2025Q2: 50,587 shares; 2025Q3: 51,028 shares; 2025Q4: 48,738 shares; 2026Q1: 42,788 shares; 2026Q2: 33,788 shares 33,788 $622K 0.04% -9,000 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,364 shares; 2024Q4: 5 shares; 2025Q1: 5,772 shares; 2025Q2: 5,270 shares; 2025Q3: 4,321 shares; 2025Q4: 5,651 shares; 2026Q1: 5,367 shares; 2026Q2: 4,231 shares 4,231 $618K 0.04% -1,136 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,839 shares; 2024Q4: 3 shares; 2025Q1: 3,526 shares; 2025Q2: 3,524 shares; 2025Q3: 3,098 shares; 2025Q4: 3,070 shares; 2026Q1: 2,609 shares; 2026Q2: 3,203 shares 3,203 $614K 0.04% +594 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,095 shares; 2024Q4: 23 shares; 2025Q1: 11,661 shares; 2025Q2: 11,686 shares; 2025Q3: 11,909 shares; 2025Q4: 11,827 shares; 2026Q1: 14,447 shares; 2026Q2: 14,202 shares 14,202 $610K 0.04% -245 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,069 shares; 2024Q4: 10 shares; 2025Q1: 11,989 shares; 2025Q2: 10,412 shares; 2025Q3: 10,414 shares; 2025Q4: 10,178 shares; 2026Q1: 9,660 shares; 2026Q2: 9,715 shares 9,715 $604K 0.04% +55 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,157 shares; 2024Q4: 6 shares; 2025Q1: 6,526 shares; 2025Q2: 6,522 shares; 2025Q3: 6,469 shares; 2025Q4: 6,033 shares; 2026Q1: 6,018 shares; 2026Q2: 3,516 shares 3,516 $596K 0.04% -2,502 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,521 shares; 2026Q2: 16,516 shares 16,516 $595K 0.04% -5 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,611 shares; 2024Q4: 4 shares; 2025Q1: 4,966 shares; 2025Q2: 6,001 shares; 2025Q3: 6,526 shares; 2025Q4: 5,839 shares; 2026Q1: 5,087 shares; 2026Q2: 6,112 shares 6,112 $593K 0.04% +1,025 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: not reported; 2025Q1: 2,640 shares; 2025Q2: 2,673 shares; 2025Q3: 2,596 shares; 2025Q4: 2,576 shares; 2026Q1: 2,012 shares; 2026Q2: 2,028 shares 2,028 $589K 0.04% +16 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,179 shares; 2024Q4: 55 shares; 2025Q1: 55,507 shares; 2025Q2: 53,475 shares; 2025Q3: 54,125 shares; 2025Q4: 52,071 shares; 2026Q1: 52,401 shares; 2026Q2: 53,135 shares 53,135 $588K 0.04% +734 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,586 shares; 2024Q4: 8 shares; 2025Q1: 8,696 shares; 2025Q2: 8,756 shares; 2025Q3: 8,210 shares; 2025Q4: 8,103 shares; 2026Q1: 8,170 shares; 2026Q2: 8,219 shares 8,219 $588K 0.04% +49 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 5 shares; 2025Q1: 5,503 shares; 2025Q2: 5,142 shares; 2025Q3: 6,528 shares; 2025Q4: 6,188 shares; 2026Q1: 6,090 shares; 2026Q2: 6,293 shares 6,293 $588K 0.04% +203 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,790 shares; 2024Q4: 11 shares; 2025Q1: 12,468 shares; 2025Q2: 12,485 shares; 2025Q3: 12,560 shares; 2025Q4: 12,349 shares; 2026Q1: 10,293 shares; 2026Q2: 13,221 shares 13,221 $580K 0.04% +2,928 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,449 shares; 2024Q4: 7 shares; 2025Q1: 7,449 shares; 2025Q2: 15,896 shares; 2025Q3: 15,976 shares; 2025Q4: 12,127 shares; 2026Q1: 12,044 shares; 2026Q2: 11,645 shares 11,645 $580K 0.04% -399 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366 shares; 2024Q4: 2 shares; 2025Q1: 2,506 shares; 2025Q2: 2,741 shares; 2025Q3: 1,359 shares; 2025Q4: 1,326 shares; 2026Q1: 1,243 shares; 2026Q2: 1,156 shares 1,156 $580K 0.04% -87 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,301 shares; 2024Q4: 10 shares; 2025Q1: 10,117 shares; 2025Q2: 9,843 shares; 2025Q3: 8,303 shares; 2025Q4: 7,968 shares; 2026Q1: 15,715 shares; 2026Q2: 14,221 shares 14,221 $579K 0.04% -1,494 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,387 shares; 2024Q4: 12 shares; 2025Q1: 13,353 shares; 2025Q2: 21,626 shares; 2025Q3: 20,616 shares; 2025Q4: 20,616 shares; 2026Q1: 20,616 shares; 2026Q2: 21,271 shares 21,271 $578K 0.04% +655 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1 shares; 2025Q1: 1,131 shares; 2025Q2: 1,370 shares; 2025Q3: 3,012 shares; 2025Q4: 3,218 shares; 2026Q1: 3,145 shares; 2026Q2: 3,119 shares 3,119 $578K 0.04% -26 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,270 shares; 2024Q4: 17 shares; 2025Q1: 15,947 shares; 2025Q2: 16,010 shares; 2025Q3: 11,711 shares; 2025Q4: 11,663 shares; 2026Q1: 11,884 shares; 2026Q2: 11,583 shares 11,583 $577K 0.04% -301 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: not reported; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 951 shares; 2025Q4: 947 shares; 2026Q1: 955 shares; 2026Q2: 1,229 shares 1,229 $572K 0.04% +274 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 1 shares; 2025Q1: 12,755 shares; 2025Q2: 13,013 shares; 2025Q3: 14,507 shares; 2025Q4: 16,308 shares; 2026Q1: 14,645 shares; 2026Q2: 13,375 shares 13,375 $572K 0.04% -1,270 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,601 shares; 2024Q4: 4 shares; 2025Q1: 3,784 shares; 2025Q2: 3,306 shares; 2025Q3: 3,101 shares; 2025Q4: 3,042 shares; 2026Q1: 3,037 shares; 2026Q2: 2,994 shares 2,994 $569K 0.04% -43 Timeline PMSE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,349 shares; 2025Q4: 21,349 shares; 2026Q1: 21,595 shares; 2026Q2: 21,595 shares 21,595 $568K 0.04% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,554 shares; 2024Q4: 15 shares; 2025Q1: 17,106 shares; 2025Q2: 17,026 shares; 2025Q3: 12,096 shares; 2025Q4: 11,083 shares; 2026Q1: 11,075 shares; 2026Q2: 19,577 shares 19,577 $564K 0.04% +8,502 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,365 shares; 2024Q4: 164 shares; 2025Q1: 230,496 shares; 2025Q2: 215,238 shares; 2025Q3: 213,096 shares; 2025Q4: 213,096 shares; 2026Q1: 209,868 shares; 2026Q2: 179,424 shares 179,424 $563K 0.04% -30,444 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,531 shares; 2024Q4: 11 shares; 2025Q1: 10,708 shares; 2025Q2: 10,385 shares; 2025Q3: 10,403 shares; 2025Q4: 3,876 shares; 2026Q1: 3,866 shares; 2026Q2: 3,843 shares 3,843 $558K 0.04% -23 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,704 shares; 2024Q4: 15 shares; 2025Q1: 11,885 shares; 2025Q2: 10,781 shares; 2025Q3: 10,495 shares; 2025Q4: 7,501 shares; 2026Q1: 7,310 shares; 2026Q2: 8,751 shares 8,751 $558K 0.04% +1,441 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,321 shares; 2024Q4: 6 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 5,410 shares; 2025Q4: 5,330 shares; 2026Q1: 8,445 shares; 2026Q2: 7,451 shares 7,451 $558K 0.04% -994 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,961 shares; 2025Q3: 3,889 shares; 2025Q4: 3,915 shares; 2026Q1: 3,167 shares; 2026Q2: 2,426 shares 2,426 $554K 0.04% -741 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 4 shares; 2025Q1: 6,021 shares; 2025Q2: 8,880 shares; 2025Q3: 11,075 shares; 2025Q4: 11,050 shares; 2026Q1: 11,978 shares; 2026Q2: 10,515 shares 10,515 $551K 0.04% -1,463 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,592 shares; 2024Q4: 5 shares; 2025Q1: 5,739 shares; 2025Q2: 5,782 shares; 2025Q3: 5,652 shares; 2025Q4: 5,499 shares; 2026Q1: 5,481 shares; 2026Q2: 5,295 shares 5,295 $551K 0.04% -186 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,604 shares; 2024Q4: 3 shares; 2025Q1: 5,490 shares; 2025Q2: 6,741 shares; 2025Q3: 6,596 shares; 2025Q4: 6,625 shares; 2026Q1: 5,889 shares; 2026Q2: 6,526 shares 6,526 $550K 0.04% +637 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,174 shares; 2024Q4: 7 shares; 2025Q1: 7,681 shares; 2025Q2: 3,923 shares; 2025Q3: 3,465 shares; 2025Q4: 4,071 shares; 2026Q1: 4,101 shares; 2026Q2: 13,364 shares 13,364 $549K 0.04% +9,263 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,505 shares; 2024Q4: 14 shares; 2025Q1: 11,313 shares; 2025Q2: 10,603 shares; 2025Q3: 10,502 shares; 2025Q4: 10,929 shares; 2026Q1: 9,074 shares; 2026Q2: 8,750 shares 8,750 $547K 0.04% -324 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 3 shares; 2025Q1: 3,095 shares; 2025Q2: 7,298 shares; 2025Q3: 6,698 shares; 2025Q4: 5,209 shares; 2026Q1: 5,591 shares; 2026Q2: 5,770 shares 5,770 $545K 0.04% +179 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,544 shares; 2024Q4: 70 shares; 2025Q1: 76,956 shares; 2025Q2: 13,621 shares; 2025Q3: 13,498 shares; 2025Q4: 14,265 shares; 2026Q1: 14,180 shares; 2026Q2: 14,311 shares 14,311 $545K 0.04% +131 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,094 shares; 2026Q2: 24,007 shares 24,007 $543K 0.04% +2,913 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,299 shares; 2024Q4: 6 shares; 2025Q1: 8,424 shares; 2025Q2: 7,211 shares; 2025Q3: 6,853 shares; 2025Q4: 6,642 shares; 2026Q1: 10,135 shares; 2026Q2: 9,829 shares 9,829 $541K 0.04% -306 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 1 shares; 2025Q1: 3,527 shares; 2025Q2: 2,606 shares; 2025Q3: 2,853 shares; 2025Q4: 2,708 shares; 2026Q1: 2,483 shares; 2026Q2: 2,794 shares 2,794 $540K 0.04% +311 Timeline