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: 396,269 shares; 2024Q4: 370,321 shares; 2025Q1: 469,636 shares; 2025Q2: 1,627,089 shares; 2025Q3: 2,078,730 shares; 2025Q4: 2,282,787 shares; 2026Q1: 2,640,303 shares; 2026Q2: 3,010,487 shares 3,010,487 $265M 6.98% +370,184 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: 226,014 shares; 2024Q4: 546,174 shares; 2025Q1: 597,040 shares; 2025Q2: 603,287 shares; 2025Q3: 593,036 shares; 2025Q4: 689,367 shares; 2026Q1: 740,323 shares; 2026Q2: 742,117 shares 742,117 $148M 3.92% +1,794 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,917 shares; 2024Q4: 106,099 shares; 2025Q1: 223,946 shares; 2025Q2: 638,089 shares; 2025Q3: 894,688 shares; 2025Q4: 1,016,282 shares; 2026Q1: 1,215,864 shares; 2026Q2: 1,451,061 shares 1,451,061 $139M 3.66% +235,197 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,121 shares; 2024Q4: 102,862 shares; 2025Q1: 194,712 shares; 2025Q2: 516,628 shares; 2025Q3: 694,924 shares; 2025Q4: 774,632 shares; 2026Q1: 946,484 shares; 2026Q2: 1,146,521 shares 1,146,521 $135M 3.57% +200,037 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,001 shares; 2024Q4: 290,632 shares; 2025Q1: 325,700 shares; 2025Q2: 376,225 shares; 2025Q3: 428,800 shares; 2025Q4: 423,382 shares; 2026Q1: 453,403 shares; 2026Q2: 446,809 shares 446,809 $129M 3.41% -6,594 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: 71,210 shares; 2024Q4: 69,779 shares; 2025Q1: 72,201 shares; 2025Q2: 75,826 shares; 2025Q3: 121,881 shares; 2025Q4: 122,269 shares; 2026Q1: 115,726 shares; 2026Q2: 109,748 shares 109,748 $79.3M 2.09% -5,978 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 877 shares; 2025Q1: 77,852 shares; 2025Q2: 803,591 shares; 2025Q3: 1,197,467 shares; 2025Q4: 1,363,320 shares; 2026Q1: 1,577,926 shares; 2026Q2: 1,983,117 shares 1,983,117 $69.9M 1.84% +405,191 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,897 shares; 2024Q4: 230,708 shares; 2025Q1: 404,439 shares; 2025Q2: 607,164 shares; 2025Q3: 799,726 shares; 2025Q4: 870,722 shares; 2026Q1: 1,022,402 shares; 2026Q2: 1,123,915 shares 1,123,915 $60.7M 1.6% +101,513 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,511 shares; 2025Q2: 502,712 shares; 2025Q3: 672,283 shares; 2025Q4: 763,243 shares; 2026Q1: 899,001 shares; 2026Q2: 1,040,102 shares 1,040,102 $60.2M 1.59% +141,101 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: 86,935 shares; 2024Q4: 81,063 shares; 2025Q1: 184,679 shares; 2025Q2: 216,264 shares; 2025Q3: 218,601 shares; 2025Q4: 230,702 shares; 2026Q1: 248,311 shares; 2026Q2: 251,842 shares 251,842 $60M 1.58% +3,531 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: 233,947 shares; 2024Q4: 266,228 shares; 2025Q1: 289,989 shares; 2025Q2: 161,294 shares; 2025Q3: 128,967 shares; 2025Q4: 115,783 shares; 2026Q1: 102,817 shares; 2026Q2: 74,317 shares 74,317 $51M 1.35% -28,500 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,834 shares; 2024Q4: 4,854 shares; 2025Q1: 36,689 shares; 2025Q2: 532,582 shares; 2025Q3: 673,091 shares; 2025Q4: 740,494 shares; 2026Q1: 816,596 shares; 2026Q2: 945,496 shares 945,496 $46.8M 1.24% +128,900 Timeline JBND 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: 59,491 shares; 2024Q4: 124,972 shares; 2025Q1: 224,017 shares; 2025Q2: 379,409 shares; 2025Q3: 547,165 shares; 2025Q4: 608,573 shares; 2026Q1: 724,578 shares; 2026Q2: 872,511 shares 872,511 $46.7M 1.23% +147,933 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,666,355 shares 1,666,355 $43.6M 1.15% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,504 shares; 2024Q4: 216,240 shares; 2025Q1: 324,286 shares; 2025Q2: 466,096 shares; 2025Q3: 604,585 shares; 2025Q4: 652,668 shares; 2026Q1: 758,834 shares; 2026Q2: 912,200 shares 912,200 $41.5M 1.09% +153,366 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: 62,439 shares; 2024Q4: 61,344 shares; 2025Q1: 72,354 shares; 2025Q2: 80,642 shares; 2025Q3: 85,247 shares; 2025Q4: 89,110 shares; 2026Q1: 101,844 shares; 2026Q2: 104,540 shares 104,540 $39.5M 1.04% +2,696 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: 44,304 shares; 2025Q1: 43,304 shares; 2025Q2: 42,332 shares; 2025Q3: 111,689 shares; 2025Q4: 98,633 shares; 2026Q1: 95,963 shares; 2026Q2: 83,626 shares 83,626 $36.2M 0.96% -12,337 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: not reported; 2024Q4: 9,825 shares; 2025Q1: 2,332 shares; 2025Q2: 546 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 248,128 shares; 2026Q2: 355,658 shares 355,658 $35.8M 0.94% +107,530 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: 131,734 shares; 2024Q4: 124,012 shares; 2025Q1: 117,909 shares; 2025Q2: 97,616 shares; 2025Q3: 77,329 shares; 2025Q4: 74,962 shares; 2026Q1: 56,891 shares; 2026Q2: 46,890 shares 46,890 $34.5M 0.91% -10,001 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: 357,381 shares; 2024Q4: 325,661 shares; 2025Q1: 305,786 shares; 2025Q2: 254,419 shares; 2025Q3: 202,289 shares; 2025Q4: 186,368 shares; 2026Q1: 148,480 shares; 2026Q2: 421,554 shares 421,554 $34M 0.9% +273,074 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: 23,596 shares; 2024Q4: 26,573 shares; 2025Q1: 45,094 shares; 2025Q2: 60,941 shares; 2025Q3: 56,419 shares; 2025Q4: 61,301 shares; 2026Q1: 80,526 shares; 2026Q2: 90,056 shares 90,056 $32.2M 0.85% +9,530 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,334 shares; 2025Q2: 280,140 shares; 2025Q3: 341,649 shares; 2025Q4: 368,134 shares; 2026Q1: 395,533 shares; 2026Q2: 437,503 shares 437,503 $32.1M 0.85% +41,970 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: 36,220 shares; 2024Q4: 38,285 shares; 2025Q1: 46,169 shares; 2025Q2: 52,236 shares; 2025Q3: 55,680 shares; 2025Q4: 59,949 shares; 2026Q1: 60,849 shares; 2026Q2: 54,652 shares 54,652 $31.7M 0.84% -6,197 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: 38,621 shares; 2024Q4: 50,341 shares; 2025Q1: 62,062 shares; 2025Q2: 72,616 shares; 2025Q3: 81,499 shares; 2025Q4: 79,542 shares; 2026Q1: 88,625 shares; 2026Q2: 84,474 shares 84,474 $31.5M 0.83% -4,151 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,108 shares; 2025Q2: 333,125 shares; 2025Q3: 550,795 shares; 2025Q4: 655,490 shares; 2026Q1: 795,484 shares; 2026Q2: 1,074,484 shares 1,074,484 $31M 0.82% +279,000 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: 51,922 shares; 2024Q4: 54,405 shares; 2025Q1: 64,108 shares; 2025Q2: 78,536 shares; 2025Q3: 78,478 shares; 2025Q4: 76,627 shares; 2026Q1: 86,728 shares; 2026Q2: 87,614 shares 87,614 $31M 0.82% +886 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,014 shares; 2025Q2: 572,383 shares; 2025Q3: 892,450 shares; 2025Q4: 953,156 shares; 2026Q1: 1,144,037 shares; 2026Q2: 1,461,727 shares 1,461,727 $29.7M 0.78% +317,690 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: 16,391 shares; 2024Q4: 21,282 shares; 2025Q1: 25,651 shares; 2025Q2: 29,447 shares; 2025Q3: 30,604 shares; 2025Q4: 36,674 shares; 2026Q1: 38,280 shares; 2026Q2: 38,561 shares 38,561 $28.8M 0.76% +281 Timeline XSHQ 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: 98,962 shares; 2024Q4: 214,212 shares; 2025Q1: 386,545 shares; 2025Q2: 527,455 shares; 2025Q3: 552,120 shares; 2025Q4: 563,884 shares; 2026Q1: 588,608 shares; 2026Q2: 570,428 shares 570,428 $27.6M 0.73% -18,180 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: 25,777 shares; 2024Q4: 30,166 shares; 2025Q1: 35,689 shares; 2025Q2: 41,006 shares; 2025Q3: 46,180 shares; 2025Q4: 48,058 shares; 2026Q1: 51,254 shares; 2026Q2: 55,021 shares 55,021 $27.5M 0.73% +3,767 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,831 shares; 2025Q2: 659,187 shares; 2025Q3: 811,812 shares; 2025Q4: 900,674 shares; 2026Q1: 994,752 shares; 2026Q2: 1,132,001 shares 1,132,001 $27.5M 0.72% +137,249 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,791 shares; 2024Q4: 45,567 shares; 2025Q1: 111,780 shares; 2025Q2: 380,476 shares; 2025Q3: 406,410 shares; 2025Q4: 435,288 shares; 2026Q1: 479,135 shares; 2026Q2: 537,668 shares 537,668 $27.2M 0.72% +58,533 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,844 shares; 2024Q4: 15,355 shares; 2025Q1: 16,183 shares; 2025Q2: 16,518 shares; 2025Q3: 16,761 shares; 2025Q4: 14,006 shares; 2026Q1: 17,014 shares; 2026Q2: 21,831 shares 21,831 $26.2M 0.69% +4,817 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,840 shares; 2024Q4: 52,332 shares; 2025Q1: 113,019 shares; 2025Q2: 219,449 shares; 2025Q3: 301,024 shares; 2025Q4: 352,308 shares; 2026Q1: 410,236 shares; 2026Q2: 488,067 shares 488,067 $25.7M 0.68% +77,831 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: not reported; 2025Q1: 20,306 shares; 2025Q2: 377,603 shares; 2025Q3: 557,932 shares; 2025Q4: 649,681 shares; 2026Q1: 760,381 shares; 2026Q2: 917,990 shares 917,990 $25.2M 0.67% +157,609 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,642 shares; 2024Q4: 35,767 shares; 2025Q1: 83,923 shares; 2025Q2: 383,736 shares; 2025Q3: 556,285 shares; 2025Q4: 641,247 shares; 2026Q1: 756,847 shares; 2026Q2: 909,398 shares 909,398 $24.1M 0.64% +152,551 Timeline ISCF 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: 17,235 shares; 2025Q2: 182,907 shares; 2025Q3: 282,269 shares; 2025Q4: 326,298 shares; 2026Q1: 383,573 shares; 2026Q2: 500,113 shares 500,113 $21.6M 0.57% +116,540 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: 16,792 shares; 2024Q4: 17,222 shares; 2025Q1: 31,190 shares; 2025Q2: 34,539 shares; 2025Q3: 36,956 shares; 2025Q4: 36,698 shares; 2026Q1: 39,816 shares; 2026Q2: 49,553 shares 49,553 $20.8M 0.55% +9,737 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: 41,363 shares; 2024Q4: 45,790 shares; 2025Q1: 47,779 shares; 2025Q2: 46,125 shares; 2025Q3: 43,936 shares; 2025Q4: 91,125 shares; 2026Q1: 98,806 shares; 2026Q2: 105,415 shares 105,415 $20.1M 0.53% +6,609 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,314 shares; 2024Q4: 45,521 shares; 2025Q1: 43,110 shares; 2025Q2: 41,947 shares; 2025Q3: 41,525 shares; 2025Q4: 41,271 shares; 2026Q1: 39,154 shares; 2026Q2: 229,992 shares 229,992 $19M 0.5% +190,838 Timeline DFUS 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: 247,829 shares; 2024Q4: 243,972 shares; 2025Q1: 237,905 shares; 2025Q2: 233,876 shares; 2025Q3: 229,578 shares; 2025Q4: 226,576 shares; 2026Q1: 220,416 shares; 2026Q2: 213,916 shares 213,916 $17.5M 0.46% -6,500 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,000 shares; 2024Q4: 349,002 shares; 2025Q1: 343,605 shares; 2025Q2: 333,026 shares; 2025Q3: 326,739 shares; 2025Q4: 321,383 shares; 2026Q1: 319,918 shares; 2026Q2: 313,862 shares 313,862 $17.3M 0.46% -6,056 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM 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: 865,963 shares 865,963 $17M 0.45% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 8,917 shares; 2025Q1: 9,153 shares; 2025Q2: 9,879 shares; 2025Q3: 10,796 shares; 2025Q4: 13,198 shares; 2026Q1: 14,766 shares; 2026Q2: 17,797 shares 17,797 $16.6M 0.44% +3,031 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: 27,232 shares; 2024Q4: 30,533 shares; 2025Q1: 32,739 shares; 2025Q2: 38,539 shares; 2025Q3: 39,661 shares; 2025Q4: 39,282 shares; 2026Q1: 42,299 shares; 2026Q2: 43,819 shares 43,819 $16.4M 0.43% +1,520 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: 24,697 shares; 2024Q4: 30,883 shares; 2025Q1: 33,783 shares; 2025Q2: 37,634 shares; 2025Q3: 40,356 shares; 2025Q4: 42,051 shares; 2026Q1: 46,619 shares; 2026Q2: 49,685 shares 49,685 $16.3M 0.43% +3,066 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: 4,333 shares; 2024Q4: 4,430 shares; 2025Q1: 4,923 shares; 2025Q2: 5,798 shares; 2025Q3: 7,439 shares; 2025Q4: 12,915 shares; 2026Q1: 14,801 shares; 2026Q2: 15,074 shares 15,074 $16.1M 0.42% +273 Timeline BSJR 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: 9,083 shares; 2024Q4: 8,732 shares; 2025Q1: 212,020 shares; 2025Q2: 387,566 shares; 2025Q3: 670,294 shares; 2025Q4: 965,131 shares; 2026Q1: 959,603 shares; 2026Q2: 713,232 shares 713,232 $15.9M 0.42% -246,371 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,425 shares; 2024Q4: 33,994 shares; 2025Q1: 36,149 shares; 2025Q2: 36,497 shares; 2025Q3: 35,358 shares; 2025Q4: 36,051 shares; 2026Q1: 25,595 shares; 2026Q2: 42,229 shares 42,229 $15.6M 0.41% +16,634 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: 91,359 shares; 2024Q4: 105,499 shares; 2025Q1: 146,811 shares; 2025Q2: 189,659 shares; 2025Q3: 209,376 shares; 2025Q4: 224,486 shares; 2026Q1: 243,931 shares; 2026Q2: 256,056 shares 256,056 $14.5M 0.38% +12,125 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,992 shares; 2024Q4: 115,525 shares; 2025Q1: 116,519 shares; 2025Q2: 112,693 shares; 2025Q3: 92,781 shares; 2025Q4: 87,812 shares; 2026Q1: 82,993 shares; 2026Q2: 79,751 shares 79,751 $14.4M 0.38% -3,242 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: 680,396 shares; 2024Q4: 772,318 shares; 2025Q1: 798,618 shares; 2025Q2: 447,896 shares; 2025Q3: 380,514 shares; 2025Q4: 357,866 shares; 2026Q1: 305,366 shares; 2026Q2: 238,737 shares 238,737 $14.3M 0.38% -66,629 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 7,518 shares; 2025Q1: 8,868 shares; 2025Q2: 9,791 shares; 2025Q3: 9,854 shares; 2025Q4: 9,985 shares; 2026Q1: 9,197 shares; 2026Q2: 9,930 shares 9,930 $13.7M 0.36% +733 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,088 shares; 2024Q4: 6,915 shares; 2025Q1: 10,077 shares; 2025Q2: 12,448 shares; 2025Q3: 14,875 shares; 2025Q4: 15,034 shares; 2026Q1: 23,403 shares; 2026Q2: 24,224 shares 24,224 $13.6M 0.36% +821 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,618 shares; 2024Q4: 24,784 shares; 2025Q1: 26,481 shares; 2025Q2: 30,006 shares; 2025Q3: 30,342 shares; 2025Q4: 29,025 shares; 2026Q1: 29,577 shares; 2026Q2: 31,593 shares 31,593 $13.4M 0.35% +2,016 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,917 shares; 2024Q4: 167,464 shares; 2025Q1: 162,209 shares; 2025Q2: 147,044 shares; 2025Q3: 141,669 shares; 2025Q4: 140,194 shares; 2026Q1: 133,419 shares; 2026Q2: 130,033 shares 130,033 $13.4M 0.35% -3,386 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,551 shares; 2024Q4: 242,946 shares; 2025Q1: 256,999 shares; 2025Q2: 276,922 shares; 2025Q3: 287,938 shares; 2025Q4: 282,111 shares; 2026Q1: 297,281 shares; 2026Q2: 294,604 shares 294,604 $13.3M 0.35% -2,677 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: 31,829 shares; 2024Q4: 29,373 shares; 2025Q1: 18,067 shares; 2025Q2: 17,467 shares; 2025Q3: 30,166 shares; 2025Q4: 33,624 shares; 2026Q1: 28,608 shares; 2026Q2: 353,998 shares 353,998 $13M 0.34% +325,390 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,285 shares; 2024Q4: 337,395 shares; 2025Q1: 324,440 shares; 2025Q2: 273,448 shares; 2025Q3: 242,212 shares; 2025Q4: 229,914 shares; 2026Q1: 214,991 shares; 2026Q2: 181,265 shares 181,265 $12.7M 0.33% -33,726 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 3,695 shares; 2025Q4: 7,061 shares; 2026Q1: 4,219 shares; 2026Q2: 45,747 shares 45,747 $12.2M 0.32% +41,528 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,399 shares; 2024Q4: 443,600 shares; 2025Q1: 428,532 shares; 2025Q2: 355,046 shares; 2025Q3: 338,857 shares; 2025Q4: 346,685 shares; 2026Q1: 329,793 shares; 2026Q2: 310,019 shares 310,019 $11.4M 0.3% -19,774 Timeline DFIS 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: 502,161 shares; 2024Q4: 464,498 shares; 2025Q1: 437,704 shares; 2025Q2: 395,679 shares; 2025Q3: 371,195 shares; 2025Q4: 365,207 shares; 2026Q1: 346,215 shares; 2026Q2: 323,415 shares 323,415 $11.3M 0.3% -22,800 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,195 shares; 2024Q4: 170,748 shares; 2025Q1: 176,452 shares; 2025Q2: 182,426 shares; 2025Q3: 185,389 shares; 2025Q4: 188,161 shares; 2026Q1: 197,003 shares; 2026Q2: 207,592 shares 207,592 $10.9M 0.29% +10,589 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: 1,360 shares; 2024Q4: 1,063 shares; 2025Q1: 3,970 shares; 2025Q2: 4,133 shares; 2025Q3: 9,257 shares; 2025Q4: 8,502 shares; 2026Q1: 7,233 shares; 2026Q2: 9,096 shares 9,096 $10.5M 0.28% +1,863 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: 17,030 shares; 2024Q4: 17,005 shares; 2025Q1: 21,107 shares; 2025Q2: 25,336 shares; 2025Q3: 27,069 shares; 2025Q4: 26,906 shares; 2026Q1: 29,203 shares; 2026Q2: 30,515 shares 30,515 $10.5M 0.28% +1,312 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: 10,756 shares; 2024Q4: 138,353 shares; 2025Q1: 142,940 shares; 2025Q2: 142,478 shares; 2025Q3: 171,940 shares; 2025Q4: 58,458 shares; 2026Q1: 64,354 shares; 2026Q2: 88,594 shares 88,594 $10.3M 0.27% +24,240 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: 14,304 shares; 2024Q4: 9,139 shares; 2025Q1: 6,446 shares; 2025Q2: 12,427 shares; 2025Q3: 50,545 shares; 2025Q4: 45,672 shares; 2026Q1: 43,893 shares; 2026Q2: 535,246 shares 535,246 $10.2M 0.27% +491,353 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700,443 shares; 2024Q4: 608,258 shares; 2025Q1: 561,564 shares; 2025Q2: 487,771 shares; 2025Q3: 377,809 shares; 2025Q4: 354,263 shares; 2026Q1: 321,952 shares; 2026Q2: 247,275 shares 247,275 $10.2M 0.27% -74,677 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: 40,292 shares; 2024Q4: 59,971 shares; 2025Q1: 79,428 shares; 2025Q2: 144,043 shares; 2025Q3: 130,576 shares; 2025Q4: 137,415 shares; 2026Q1: 152,395 shares; 2026Q2: 165,847 shares 165,847 $10.2M 0.27% +13,452 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: 7,236 shares; 2024Q4: 8,855 shares; 2025Q1: 12,665 shares; 2025Q2: 14,679 shares; 2025Q3: 14,324 shares; 2025Q4: 14,650 shares; 2026Q1: 14,903 shares; 2026Q2: 15,498 shares 15,498 $10.2M 0.27% +595 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: 1,272 shares; 2024Q4: 1,360 shares; 2025Q1: 2,356 shares; 2025Q2: 3,554 shares; 2025Q3: 4,561 shares; 2025Q4: 6,283 shares; 2026Q1: 12,897 shares; 2026Q2: 13,091 shares 13,091 $9.99M 0.26% +194 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: 337,353 shares; 2024Q4: 305,542 shares; 2025Q1: 289,287 shares; 2025Q2: 259,141 shares; 2025Q3: 224,300 shares; 2025Q4: 216,610 shares; 2026Q1: 201,872 shares; 2026Q2: 158,714 shares 158,714 $9.65M 0.25% -43,158 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: 7,364 shares; 2024Q4: 7,641 shares; 2025Q1: 8,134 shares; 2025Q2: 9,329 shares; 2025Q3: 9,468 shares; 2025Q4: 9,186 shares; 2026Q1: 9,585 shares; 2026Q2: 9,711 shares 9,711 $9.5M 0.25% +126 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: 849,195 shares; 2024Q4: 784,985 shares; 2025Q1: 733,481 shares; 2025Q2: 641,901 shares; 2025Q3: 540,751 shares; 2025Q4: 513,565 shares; 2026Q1: 456,852 shares; 2026Q2: 367,273 shares 367,273 $9.14M 0.24% -89,579 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: 19,645 shares; 2024Q4: 22,082 shares; 2025Q1: 28,341 shares; 2025Q2: 51,814 shares; 2025Q3: 39,666 shares; 2025Q4: 41,438 shares; 2026Q1: 47,723 shares; 2026Q2: 126,808 shares 126,808 $9.12M 0.24% +79,085 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: 18,812 shares; 2024Q4: 23,899 shares; 2025Q1: 23,419 shares; 2025Q2: 24,269 shares; 2025Q3: 26,256 shares; 2025Q4: 29,114 shares; 2026Q1: 35,942 shares; 2026Q2: 35,918 shares 35,918 $9.04M 0.24% -24 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: 5,359 shares; 2024Q4: 5,675 shares; 2025Q1: 6,014 shares; 2025Q2: 6,312 shares; 2025Q3: 6,369 shares; 2025Q4: 6,894 shares; 2026Q1: 7,326 shares; 2026Q2: 7,438 shares 7,438 $8.74M 0.23% +112 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: 60,626 shares; 2024Q4: 103,377 shares; 2025Q1: 105,422 shares; 2025Q2: 109,320 shares; 2025Q3: 113,611 shares; 2025Q4: 112,695 shares; 2026Q1: 115,342 shares; 2026Q2: 117,204 shares 117,204 $8.71M 0.23% +1,862 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: 28,581 shares; 2024Q4: 32,102 shares; 2025Q1: 43,746 shares; 2025Q2: 57,308 shares; 2025Q3: 58,598 shares; 2025Q4: 56,740 shares; 2026Q1: 59,707 shares; 2026Q2: 63,932 shares 63,932 $8.22M 0.22% +4,225 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,586 shares; 2024Q4: 224,337 shares; 2025Q1: 210,443 shares; 2025Q2: 196,581 shares; 2025Q3: 183,845 shares; 2025Q4: 181,287 shares; 2026Q1: 167,881 shares; 2026Q2: 155,301 shares 155,301 $8.14M 0.21% -12,580 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: 16,324 shares; 2024Q4: 16,597 shares; 2025Q1: 20,785 shares; 2025Q2: 24,480 shares; 2025Q3: 25,555 shares; 2025Q4: 27,283 shares; 2026Q1: 28,106 shares; 2026Q2: 37,011 shares 37,011 $8.01M 0.21% +8,905 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: 20,500 shares; 2024Q4: 19,473 shares; 2025Q1: 25,629 shares; 2025Q2: 34,645 shares; 2025Q3: 32,086 shares; 2025Q4: 44,687 shares; 2026Q1: 54,850 shares; 2026Q2: 57,736 shares 57,736 $7.89M 0.21% +2,886 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: 13,606 shares; 2024Q4: 14,243 shares; 2025Q1: 15,521 shares; 2025Q2: 17,659 shares; 2025Q3: 16,773 shares; 2025Q4: 17,442 shares; 2026Q1: 18,515 shares; 2026Q2: 18,298 shares 18,298 $7.8M 0.21% -217 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 2,804 shares; 2025Q1: 2,829 shares; 2025Q2: 10,947 shares; 2025Q3: 11,445 shares; 2025Q4: 10,339 shares; 2026Q1: 10,985 shares; 2026Q2: 10,708 shares 10,708 $7.64M 0.2% -277 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,363 shares; 2024Q4: 112,167 shares; 2025Q1: 108,953 shares; 2025Q2: 99,690 shares; 2025Q3: 93,514 shares; 2025Q4: 92,181 shares; 2026Q1: 88,518 shares; 2026Q2: 84,989 shares 84,989 $7.58M 0.2% -3,529 Timeline BSJQ 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: 240,119 shares; 2024Q4: 333,668 shares; 2025Q1: 566,966 shares; 2025Q2: 568,763 shares; 2025Q3: 547,414 shares; 2025Q4: 517,592 shares; 2026Q1: 445,230 shares; 2026Q2: 329,412 shares 329,412 $7.56M 0.2% -115,818 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: 9,472 shares; 2024Q4: 9,104 shares; 2025Q1: 11,081 shares; 2025Q2: 11,640 shares; 2025Q3: 11,754 shares; 2025Q4: 11,908 shares; 2026Q1: 11,803 shares; 2026Q2: 9,992 shares 9,992 $7.48M 0.2% -1,811 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: 89,289 shares; 2024Q4: 96,666 shares; 2025Q1: 104,071 shares; 2025Q2: 125,462 shares; 2025Q3: 131,407 shares; 2025Q4: 135,516 shares; 2026Q1: 109,981 shares; 2026Q2: 310,250 shares 310,250 $7.47M 0.2% +200,269 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: 38,525 shares; 2024Q4: 33,776 shares; 2025Q1: 45,028 shares; 2025Q2: 49,705 shares; 2025Q3: 58,223 shares; 2025Q4: 55,229 shares; 2026Q1: 68,098 shares; 2026Q2: 65,202 shares 65,202 $7.38M 0.19% -2,896 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,170 shares; 2024Q4: 91,795 shares; 2025Q1: 96,510 shares; 2025Q2: 97,311 shares; 2025Q3: 95,152 shares; 2025Q4: 94,829 shares; 2026Q1: 93,860 shares; 2026Q2: 94,065 shares 94,065 $7.27M 0.19% +205 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: 26,047 shares; 2024Q4: 91,447 shares; 2025Q1: 101,641 shares; 2025Q2: 112,768 shares; 2025Q3: 116,908 shares; 2025Q4: 109,836 shares; 2026Q1: 106,543 shares; 2026Q2: 228,658 shares 228,658 $7.25M 0.19% +122,115 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,157 shares; 2024Q4: 36,695 shares; 2025Q1: 38,726 shares; 2025Q2: 44,482 shares; 2025Q3: 45,016 shares; 2025Q4: 49,465 shares; 2026Q1: 49,752 shares; 2026Q2: 52,569 shares 52,569 $7.21M 0.19% +2,817 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: 12,908 shares; 2024Q4: 14,986 shares; 2025Q1: 16,198 shares; 2025Q2: 18,460 shares; 2025Q3: 20,310 shares; 2025Q4: 20,667 shares; 2026Q1: 28,904 shares; 2026Q2: 29,050 shares 29,050 $7.15M 0.19% +146 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,323 shares; 2024Q4: 417,018 shares; 2025Q1: 378,545 shares; 2025Q2: 303,156 shares; 2025Q3: 231,368 shares; 2025Q4: 204,163 shares; 2026Q1: 160,126 shares; 2026Q2: 74,040 shares 74,040 $7.14M 0.19% -86,086 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: 20,198 shares; 2024Q4: 18,972 shares; 2025Q1: 24,741 shares; 2025Q2: 26,639 shares; 2025Q3: 28,564 shares; 2025Q4: 26,424 shares; 2026Q1: 28,428 shares; 2026Q2: 27,845 shares 27,845 $7.07M 0.19% -583 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: 687,848 shares; 2024Q4: 771,927 shares; 2025Q1: 762,353 shares; 2025Q2: 430,010 shares; 2025Q3: 326,535 shares; 2025Q4: 288,048 shares; 2026Q1: 225,781 shares; 2026Q2: 91,606 shares 91,606 $7.01M 0.18% -134,175 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,328 shares; 2024Q4: 189,244 shares; 2025Q1: 179,965 shares; 2025Q2: 143,984 shares; 2025Q3: 119,638 shares; 2025Q4: 110,869 shares; 2026Q1: 103,863 shares; 2026Q2: 82,565 shares 82,565 $6.8M 0.18% -21,298 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,029 shares; 2024Q4: 40,175 shares; 2025Q1: 41,752 shares; 2025Q2: 87,268 shares; 2025Q3: 87,450 shares; 2025Q4: 84,467 shares; 2026Q1: 86,424 shares; 2026Q2: 89,612 shares 89,612 $6.79M 0.18% +3,188 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,843 shares; 2024Q4: 82,852 shares; 2025Q1: 81,855 shares; 2025Q2: 77,347 shares; 2025Q3: 76,709 shares; 2025Q4: 76,520 shares; 2026Q1: 76,497 shares; 2026Q2: 74,418 shares 74,418 $6.79M 0.18% -2,079 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,584 shares; 2024Q4: 139,729 shares; 2025Q1: 136,993 shares; 2025Q2: 135,028 shares; 2025Q3: 132,875 shares; 2025Q4: 131,782 shares; 2026Q1: 127,745 shares; 2026Q2: 124,700 shares 124,700 $6.74M 0.18% -3,045 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 4,721 shares; 2025Q1: 17,802 shares; 2025Q2: 31,627 shares; 2025Q3: 37,060 shares; 2025Q4: 60,531 shares; 2026Q1: 10,815 shares; 2026Q2: 56,387 shares 56,387 $6.61M 0.17% +45,572 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: 13,384 shares; 2024Q4: 17,045 shares; 2025Q1: 50,252 shares; 2025Q2: 21,143 shares; 2025Q3: 24,771 shares; 2025Q4: 64,509 shares; 2026Q1: 99,993 shares; 2026Q2: 142,544 shares 142,544 $6.46M 0.17% +42,551 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,628 shares; 2025Q1: 1,675 shares; 2025Q2: 3,199 shares; 2025Q3: 2,357 shares; 2025Q4: 2,066 shares; 2026Q1: 2,645 shares; 2026Q2: 6,299 shares 6,299 $6.37M 0.17% +3,654 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: 2,462 shares; 2024Q4: 2,412 shares; 2025Q1: 3,218 shares; 2025Q2: 3,997 shares; 2025Q3: 4,361 shares; 2025Q4: 42,741 shares; 2026Q1: 84,279 shares; 2026Q2: 88,613 shares 88,613 $6.33M 0.17% +4,334 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: 14,659 shares; 2024Q4: 12,399 shares; 2025Q1: 12,911 shares; 2025Q2: 14,791 shares; 2025Q3: 15,589 shares; 2025Q4: 15,739 shares; 2026Q1: 15,680 shares; 2026Q2: 16,519 shares 16,519 $6.11M 0.16% +839 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,063 shares; 2024Q4: 41,446 shares; 2025Q1: 43,807 shares; 2025Q2: 51,182 shares; 2025Q3: 50,290 shares; 2025Q4: 51,382 shares; 2026Q1: 52,171 shares; 2026Q2: 53,894 shares 53,894 $6.02M 0.16% +1,723 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,268 shares; 2024Q4: 487,070 shares; 2025Q1: 453,506 shares; 2025Q2: 394,466 shares; 2025Q3: 351,176 shares; 2025Q4: 332,361 shares; 2026Q1: 306,751 shares; 2026Q2: 260,155 shares 260,155 $6.02M 0.16% -46,596 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: 32,723 shares; 2024Q4: 16,319 shares; 2025Q1: 26,512 shares; 2025Q2: 8,988 shares; 2025Q3: 11,202 shares; 2025Q4: 37,762 shares; 2026Q1: 8,082 shares; 2026Q2: 37,542 shares 37,542 $5.96M 0.16% +29,460 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,305 shares; 2024Q4: 61,591 shares; 2025Q1: 102,980 shares; 2025Q2: 136,146 shares; 2025Q3: 131,915 shares; 2025Q4: 144,046 shares; 2026Q1: 159,180 shares; 2026Q2: 167,460 shares 167,460 $5.81M 0.15% +8,280 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,620 shares; 2024Q4: 38,257 shares; 2025Q1: 47,760 shares; 2025Q2: 48,467 shares; 2025Q3: 40,365 shares; 2025Q4: 41,819 shares; 2026Q1: 41,521 shares; 2026Q2: 44,142 shares 44,142 $5.51M 0.15% +2,621 Timeline FRMI FERMI INC More: the full row for FERMI 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: 600,908 shares 600,908 $5.5M 0.15% new 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: 16,379 shares; 2024Q4: 22,434 shares; 2025Q1: 22,723 shares; 2025Q2: 21,610 shares; 2025Q3: 21,154 shares; 2025Q4: 26,113 shares; 2026Q1: 26,241 shares; 2026Q2: 33,204 shares 33,204 $5.5M 0.15% +6,963 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: 30,424 shares; 2024Q4: 40,638 shares; 2025Q1: 29,103 shares; 2025Q2: 29,052 shares; 2025Q3: 33,161 shares; 2025Q4: 35,428 shares; 2026Q1: 48,635 shares; 2026Q2: 39,297 shares 39,297 $5.49M 0.14% -9,338 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: 215,764 shares; 2024Q4: 233,588 shares; 2025Q1: 245,436 shares; 2025Q2: 272,946 shares; 2025Q3: 285,776 shares; 2025Q4: 283,232 shares; 2026Q1: 292,082 shares; 2026Q2: 297,793 shares 297,793 $5.48M 0.14% +5,711 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,587 shares; 2024Q4: 150,931 shares; 2025Q1: 172,650 shares; 2025Q2: 85,945 shares; 2025Q3: 71,662 shares; 2025Q4: 64,861 shares; 2026Q1: 59,865 shares; 2026Q2: 51,294 shares 51,294 $5.46M 0.14% -8,571 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,537 shares; 2024Q4: 68,401 shares; 2025Q1: 54,113 shares; 2025Q2: 64,281 shares; 2025Q3: 65,121 shares; 2025Q4: 66,562 shares; 2026Q1: 67,228 shares; 2026Q2: 67,467 shares 67,467 $5.42M 0.14% +239 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,182 shares; 2024Q4: 38,710 shares; 2025Q1: 45,455 shares; 2025Q2: 48,664 shares; 2025Q3: 50,687 shares; 2025Q4: 50,727 shares; 2026Q1: 52,665 shares; 2026Q2: 46,111 shares 46,111 $5.41M 0.14% -6,554 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,775 shares; 2024Q4: 79,626 shares; 2025Q1: 85,315 shares; 2025Q2: 107,674 shares; 2025Q3: 116,848 shares; 2025Q4: 122,614 shares; 2026Q1: 137,404 shares; 2026Q2: 145,889 shares 145,889 $5.39M 0.14% +8,485 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,748 shares; 2025Q1: 35,615 shares; 2025Q2: 44,798 shares; 2025Q3: 51,129 shares; 2025Q4: 61,077 shares; 2026Q1: 68,506 shares; 2026Q2: 70,506 shares 70,506 $5.37M 0.14% +2,000 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: 25,699 shares; 2024Q4: 34,841 shares; 2025Q1: 37,251 shares; 2025Q2: 45,882 shares; 2025Q3: 48,002 shares; 2025Q4: 39,344 shares; 2026Q1: 54,561 shares; 2026Q2: 126,643 shares 126,643 $5.36M 0.14% +72,082 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: 9,802 shares; 2024Q4: 10,294 shares; 2025Q1: 12,934 shares; 2025Q2: 14,865 shares; 2025Q3: 16,404 shares; 2025Q4: 15,672 shares; 2026Q1: 16,404 shares; 2026Q2: 16,841 shares 16,841 $5.3M 0.14% +437 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: 9,100 shares; 2024Q4: 9,513 shares; 2025Q1: 9,824 shares; 2025Q2: 12,424 shares; 2025Q3: 10,956 shares; 2025Q4: 11,296 shares; 2026Q1: 17,339 shares; 2026Q2: 28,291 shares 28,291 $5.12M 0.13% +10,952 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,345 shares; 2024Q4: 12,387 shares; 2025Q1: 13,070 shares; 2025Q2: 14,511 shares; 2025Q3: 14,797 shares; 2025Q4: 14,872 shares; 2026Q1: 15,216 shares; 2026Q2: 15,485 shares 15,485 $5.12M 0.13% +269 Timeline RLY 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: 88,765 shares; 2024Q4: 242,987 shares; 2025Q1: 205,693 shares; 2025Q2: 127,870 shares; 2025Q3: 131,429 shares; 2025Q4: 45,851 shares; 2026Q1: 44,070 shares; 2026Q2: 146,891 shares 146,891 $5.07M 0.13% +102,821 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,254 shares; 2024Q4: 11,507 shares; 2025Q1: 12,327 shares; 2025Q2: 14,606 shares; 2025Q3: 15,828 shares; 2025Q4: 15,818 shares; 2026Q1: 16,601 shares; 2026Q2: 17,073 shares 17,073 $5.04M 0.13% +472 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,659 shares; 2024Q4: 27,978 shares; 2025Q1: 32,000 shares; 2025Q2: 33,539 shares; 2025Q3: 36,708 shares; 2025Q4: 34,216 shares; 2026Q1: 40,355 shares; 2026Q2: 48,392 shares 48,392 $5.03M 0.13% +8,037 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: 13,901 shares; 2024Q4: 15,309 shares; 2025Q1: 16,551 shares; 2025Q2: 18,631 shares; 2025Q3: 19,306 shares; 2025Q4: 20,034 shares; 2026Q1: 21,107 shares; 2026Q2: 22,602 shares 22,602 $4.98M 0.13% +1,495 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: 4,889 shares; 2024Q4: 5,412 shares; 2025Q1: 7,257 shares; 2025Q2: 9,545 shares; 2025Q3: 10,405 shares; 2025Q4: 9,965 shares; 2026Q1: 11,281 shares; 2026Q2: 9,924 shares 9,924 $4.98M 0.13% -1,357 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: 14,463 shares; 2024Q4: 14,732 shares; 2025Q1: 16,132 shares; 2025Q2: 27,857 shares; 2025Q3: 32,924 shares; 2025Q4: 33,291 shares; 2026Q1: 22,827 shares; 2026Q2: 36,708 shares 36,708 $4.97M 0.13% +13,881 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,721 shares; 2024Q4: 9,509 shares; 2025Q1: 10,051 shares; 2025Q2: 10,862 shares; 2025Q3: 9,172 shares; 2025Q4: 8,940 shares; 2026Q1: 8,097 shares; 2026Q2: 9,367 shares 9,367 $4.96M 0.13% +1,270 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: 14,777 shares; 2024Q4: 15,986 shares; 2025Q1: 16,582 shares; 2025Q2: 18,047 shares; 2025Q3: 18,530 shares; 2025Q4: 17,859 shares; 2026Q1: 17,839 shares; 2026Q2: 17,616 shares 17,616 $4.95M 0.13% -223 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: 14,796 shares; 2024Q4: 16,522 shares; 2025Q1: 20,440 shares; 2025Q2: 50,700 shares; 2025Q3: 51,466 shares; 2025Q4: 51,400 shares; 2026Q1: 14,694 shares; 2026Q2: 51,421 shares 51,421 $4.95M 0.13% +36,727 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: 102,433 shares; 2024Q4: 105,929 shares; 2025Q1: 102,674 shares; 2025Q2: 102,625 shares; 2025Q3: 99,515 shares; 2025Q4: 92,156 shares; 2026Q1: 90,982 shares; 2026Q2: 107,435 shares 107,435 $4.89M 0.13% +16,453 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: 10,382 shares; 2024Q4: 53,424 shares; 2025Q1: 62,852 shares; 2025Q2: 59,321 shares; 2025Q3: 64,457 shares; 2025Q4: 71,692 shares; 2026Q1: 87,112 shares; 2026Q2: 85,462 shares 85,462 $4.87M 0.13% -1,650 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,844 shares; 2024Q4: 18,907 shares; 2025Q1: 19,115 shares; 2025Q2: 19,072 shares; 2025Q3: 19,041 shares; 2025Q4: 24,498 shares; 2026Q1: 22,650 shares; 2026Q2: 20,901 shares 20,901 $4.8M 0.13% -1,749 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: 6,394 shares; 2024Q4: 6,311 shares; 2025Q1: 6,178 shares; 2025Q2: 9,555 shares; 2025Q3: 9,670 shares; 2025Q4: 19,556 shares; 2026Q1: 63,569 shares; 2026Q2: 90,081 shares 90,081 $4.78M 0.13% +26,512 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,336 shares; 2024Q4: 1,751 shares; 2025Q1: 6,716 shares; 2025Q2: 35,459 shares; 2025Q3: 28,852 shares; 2025Q4: 56,505 shares; 2026Q1: 52,864 shares; 2026Q2: 59,051 shares 59,051 $4.78M 0.13% +6,187 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,086 shares; 2024Q4: 188,407 shares; 2025Q1: 201,077 shares; 2025Q2: 226,221 shares; 2025Q3: 246,566 shares; 2025Q4: 246,392 shares; 2026Q1: 262,929 shares; 2026Q2: 267,640 shares 267,640 $4.75M 0.13% +4,711 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,663 shares; 2024Q4: 128,579 shares; 2025Q1: 117,908 shares; 2025Q2: 105,733 shares; 2025Q3: 86,727 shares; 2025Q4: 80,704 shares; 2026Q1: 69,088 shares; 2026Q2: 51,998 shares 51,998 $4.72M 0.12% -17,090 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: 16,199 shares; 2024Q4: 17,716 shares; 2025Q1: 19,305 shares; 2025Q2: 22,336 shares; 2025Q3: 24,497 shares; 2025Q4: 23,990 shares; 2026Q1: 24,873 shares; 2026Q2: 26,636 shares 26,636 $4.68M 0.12% +1,763 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,836 shares; 2024Q4: 8,660 shares; 2025Q1: 8,677 shares; 2025Q2: 12,955 shares; 2025Q3: 14,481 shares; 2025Q4: 13,957 shares; 2026Q1: 14,198 shares; 2026Q2: 13,155 shares 13,155 $4.64M 0.12% -1,043 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: 485,874 shares; 2024Q4: 584,711 shares; 2025Q1: 597,913 shares; 2025Q2: 245,987 shares; 2025Q3: 192,370 shares; 2025Q4: 172,682 shares; 2026Q1: 153,769 shares; 2026Q2: 95,609 shares 95,609 $4.61M 0.12% -58,160 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,357 shares; 2024Q4: 50,748 shares; 2025Q1: 49,566 shares; 2025Q2: 49,279 shares; 2025Q3: 48,253 shares; 2025Q4: 47,184 shares; 2026Q1: 46,576 shares; 2026Q2: 46,205 shares 46,205 $4.57M 0.12% -371 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: 42,787 shares; 2024Q4: 56,052 shares; 2025Q1: 24,045 shares; 2025Q2: 20,610 shares; 2025Q3: 19,242 shares; 2025Q4: 57,068 shares; 2026Q1: 68,152 shares; 2026Q2: 85,149 shares 85,149 $4.56M 0.12% +16,997 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: 30,156 shares; 2024Q4: 30,993 shares; 2025Q1: 43,624 shares; 2025Q2: 51,554 shares; 2025Q3: 71,121 shares; 2025Q4: 74,421 shares; 2026Q1: 77,051 shares; 2026Q2: 80,053 shares 80,053 $4.52M 0.12% +3,002 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,090 shares; 2024Q4: 53,748 shares; 2025Q1: 56,929 shares; 2025Q2: 63,949 shares; 2025Q3: 66,274 shares; 2025Q4: 68,464 shares; 2026Q1: 71,627 shares; 2026Q2: 73,792 shares 73,792 $4.5M 0.12% +2,165 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,258 shares; 2024Q4: 106,682 shares; 2025Q1: 102,205 shares; 2025Q2: 66,481 shares; 2025Q3: 62,072 shares; 2025Q4: 61,488 shares; 2026Q1: 59,510 shares; 2026Q2: 54,638 shares 54,638 $4.5M 0.12% -4,872 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: 22,279 shares; 2024Q4: 22,407 shares; 2025Q1: 22,152 shares; 2025Q2: 28,452 shares; 2025Q3: 33,347 shares; 2025Q4: 34,353 shares; 2026Q1: 39,115 shares; 2026Q2: 43,724 shares 43,724 $4.47M 0.12% +4,609 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,451 shares; 2024Q4: 23,319 shares; 2025Q1: 21,287 shares; 2025Q2: 21,419 shares; 2025Q3: 27,478 shares; 2025Q4: 26,038 shares; 2026Q1: 27,946 shares; 2026Q2: 27,576 shares 27,576 $4.46M 0.12% -370 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: 28,457 shares; 2024Q4: 31,110 shares; 2025Q1: 34,952 shares; 2025Q2: 38,681 shares; 2025Q3: 41,670 shares; 2025Q4: 46,388 shares; 2026Q1: 50,078 shares; 2026Q2: 54,844 shares 54,844 $4.45M 0.12% +4,766 Timeline DFLV 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: 285,054 shares; 2024Q4: 250,622 shares; 2025Q1: 234,908 shares; 2025Q2: 212,612 shares; 2025Q3: 175,711 shares; 2025Q4: 169,446 shares; 2026Q1: 158,201 shares; 2026Q2: 111,093 shares 111,093 $4.39M 0.12% -47,108 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,258 shares; 2024Q4: 173,016 shares; 2025Q1: 173,016 shares; 2025Q2: 172,826 shares; 2025Q3: 171,252 shares; 2025Q4: 171,252 shares; 2026Q1: 171,252 shares; 2026Q2: 171,191 shares 171,191 $4.38M 0.12% -61 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: 18,664 shares; 2024Q4: 22,226 shares; 2025Q1: 27,736 shares; 2025Q2: 29,913 shares; 2025Q3: 39,025 shares; 2025Q4: 40,753 shares; 2026Q1: 41,117 shares; 2026Q2: 37,149 shares 37,149 $4.36M 0.12% -3,968 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,641 shares; 2024Q4: 77,424 shares; 2025Q1: 72,065 shares; 2025Q2: 51,460 shares; 2025Q3: 34,080 shares; 2025Q4: 30,261 shares; 2026Q1: 17,662 shares; 2026Q2: 11,879 shares 11,879 $4.34M 0.11% -5,783 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: 32,462 shares; 2024Q4: 37,123 shares; 2025Q1: 36,737 shares; 2025Q2: 41,182 shares; 2025Q3: 38,670 shares; 2025Q4: 45,952 shares; 2026Q1: 48,750 shares; 2026Q2: 52,606 shares 52,606 $4.28M 0.11% +3,856 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,007 shares; 2024Q4: 94,360 shares; 2025Q1: 94,250 shares; 2025Q2: 105,121 shares; 2025Q3: 107,296 shares; 2025Q4: 108,289 shares; 2026Q1: 113,713 shares; 2026Q2: 126,302 shares 126,302 $4.27M 0.11% +12,589 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: 15,490 shares; 2024Q4: 15,318 shares; 2025Q1: 14,546 shares; 2025Q2: 12,948 shares; 2025Q3: 12,507 shares; 2025Q4: 12,432 shares; 2026Q1: 11,056 shares; 2026Q2: 10,785 shares 10,785 $4.25M 0.11% -271 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: 24,319 shares; 2024Q4: 22,794 shares; 2025Q1: 22,270 shares; 2025Q2: 20,707 shares; 2025Q3: 16,870 shares; 2025Q4: 16,314 shares; 2026Q1: 14,073 shares; 2026Q2: 13,949 shares 13,949 $4.23M 0.11% -124 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,267 shares; 2024Q4: 22,203 shares; 2025Q1: 23,965 shares; 2025Q2: 27,385 shares; 2025Q3: 30,034 shares; 2025Q4: 32,030 shares; 2026Q1: 33,000 shares; 2026Q2: 30,350 shares 30,350 $4.23M 0.11% -2,650 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: 14,633 shares; 2024Q4: 15,039 shares; 2025Q1: 15,897 shares; 2025Q2: 19,287 shares; 2025Q3: 21,785 shares; 2025Q4: 20,144 shares; 2026Q1: 22,279 shares; 2026Q2: 24,790 shares 24,790 $4.16M 0.11% +2,511 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 3,237 shares; 2025Q2: 2,257 shares; 2025Q3: 4,976 shares; 2025Q4: 26,623 shares; 2026Q1: 33,515 shares; 2026Q2: 51,460 shares 51,460 $4.09M 0.11% +17,945 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,436 shares; 2024Q4: 10,862 shares; 2025Q1: 26,486 shares; 2025Q2: 26,968 shares; 2025Q3: 26,786 shares; 2025Q4: 26,804 shares; 2026Q1: 26,886 shares; 2026Q2: 26,806 shares 26,806 $4.08M 0.11% -80 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: 2,233 shares; 2024Q4: 2,004 shares; 2025Q1: 5,674 shares; 2025Q2: 26,716 shares; 2025Q3: 26,828 shares; 2025Q4: 27,415 shares; 2026Q1: 9,285 shares; 2026Q2: 26,848 shares 26,848 $4.07M 0.11% +17,563 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,432 shares; 2024Q4: 116,544 shares; 2025Q1: 122,419 shares; 2025Q2: 130,258 shares; 2025Q3: 134,440 shares; 2025Q4: 135,146 shares; 2026Q1: 139,764 shares; 2026Q2: 143,601 shares 143,601 $4.05M 0.11% +3,837 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: 44,356 shares; 2024Q4: 35,981 shares; 2025Q1: 36,899 shares; 2025Q2: 35,631 shares; 2025Q3: 33,617 shares; 2025Q4: 33,713 shares; 2026Q1: 32,469 shares; 2026Q2: 33,826 shares 33,826 $4.02M 0.11% +1,357 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,272 shares; 2024Q4: 34,588 shares; 2025Q1: 36,413 shares; 2025Q2: 38,206 shares; 2025Q3: 38,983 shares; 2025Q4: 40,497 shares; 2026Q1: 42,923 shares; 2026Q2: 43,028 shares 43,028 $3.95M 0.1% +105 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,049 shares; 2024Q4: 33,707 shares; 2025Q1: 36,149 shares; 2025Q2: 43,377 shares; 2025Q3: 42,594 shares; 2025Q4: 44,557 shares; 2026Q1: 42,967 shares; 2026Q2: 45,413 shares 45,413 $3.95M 0.1% +2,446 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: 168,624 shares; 2024Q4: 159,308 shares; 2025Q1: 148,324 shares; 2025Q2: 126,845 shares; 2025Q3: 109,686 shares; 2025Q4: 101,047 shares; 2026Q1: 86,420 shares; 2026Q2: 67,148 shares 67,148 $3.87M 0.1% -19,272 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,649 shares; 2024Q4: 29,504 shares; 2025Q1: 39,644 shares; 2025Q2: 47,110 shares; 2025Q3: 36,905 shares; 2025Q4: 43,525 shares; 2026Q1: 39,881 shares; 2026Q2: 114,699 shares 114,699 $3.82M 0.1% +74,818 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: 114,678 shares; 2024Q4: 103,763 shares; 2025Q1: 104,071 shares; 2025Q2: 110,830 shares; 2025Q3: 97,538 shares; 2025Q4: 89,745 shares; 2026Q1: 80,817 shares; 2026Q2: 74,499 shares 74,499 $3.75M 0.1% -6,318 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,942 shares; 2024Q4: 19,021 shares; 2025Q1: 22,267 shares; 2025Q2: 24,318 shares; 2025Q3: 24,870 shares; 2025Q4: 25,317 shares; 2026Q1: 26,562 shares; 2026Q2: 27,705 shares 27,705 $3.75M 0.1% +1,143 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: 2,215 shares; 2024Q4: 2,240 shares; 2025Q1: 4,086 shares; 2025Q2: 5,157 shares; 2025Q3: 5,362 shares; 2025Q4: 5,285 shares; 2026Q1: 5,430 shares; 2026Q2: 7,248 shares 7,248 $3.72M 0.1% +1,818 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,690 shares; 2024Q4: 13,467 shares; 2025Q1: 15,596 shares; 2025Q2: 18,598 shares; 2025Q3: 21,297 shares; 2025Q4: 19,527 shares; 2026Q1: 21,021 shares; 2026Q2: 21,582 shares 21,582 $3.6M 0.09% +561 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,055 shares; 2024Q4: 475,614 shares; 2025Q1: 473,156 shares; 2025Q2: 240,785 shares; 2025Q3: 174,856 shares; 2025Q4: 149,733 shares; 2026Q1: 103,738 shares; 2026Q2: 36,951 shares 36,951 $3.57M 0.09% -66,787 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,686 shares; 2024Q4: 80,661 shares; 2025Q1: 80,126 shares; 2025Q2: 94,315 shares; 2025Q3: 99,782 shares; 2025Q4: 99,395 shares; 2026Q1: 102,490 shares; 2026Q2: 105,061 shares 105,061 $3.57M 0.09% +2,571 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,909 shares; 2024Q4: 5,273 shares; 2025Q1: 22,885 shares; 2025Q2: 12,857 shares; 2025Q3: 10,980 shares; 2025Q4: 8,976 shares; 2026Q1: 33,506 shares; 2026Q2: 19,041 shares 19,041 $3.53M 0.09% -14,465 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,556 shares; 2024Q4: 42,616 shares; 2025Q1: 41,658 shares; 2025Q2: 35,619 shares; 2025Q3: 34,685 shares; 2025Q4: 33,832 shares; 2026Q1: 33,173 shares; 2026Q2: 32,086 shares 32,086 $3.5M 0.09% -1,087 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 1,841 shares; 2025Q1: 2,164 shares; 2025Q2: 69,357 shares; 2025Q3: 64,776 shares; 2025Q4: 72,341 shares; 2026Q1: 70,875 shares; 2026Q2: 70,258 shares 70,258 $3.5M 0.09% -617 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: 7,982 shares; 2024Q4: 13,619 shares; 2025Q1: 13,250 shares; 2025Q2: 20,998 shares; 2025Q3: 19,071 shares; 2025Q4: 19,209 shares; 2026Q1: 21,826 shares; 2026Q2: 22,102 shares 22,102 $3.49M 0.09% +276 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 530,815 shares; 2025Q4: 436,235 shares; 2026Q1: 635 shares; 2026Q2: 135,000 shares 135,000 $3.47M 0.09% +134,365 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,957 shares; 2024Q4: 17,762 shares; 2025Q1: 21,548 shares; 2025Q2: 31,199 shares; 2025Q3: 33,550 shares; 2025Q4: 34,492 shares; 2026Q1: 35,266 shares; 2026Q2: 40,578 shares 40,578 $3.44M 0.09% +5,312 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 479 shares; 2025Q1: 543 shares; 2025Q2: 472 shares; 2025Q3: 19,487 shares; 2025Q4: 18,500 shares; 2026Q1: 18,801 shares; 2026Q2: 18,483 shares 18,483 $3.42M 0.09% -318 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,972 shares; 2024Q4: 15,586 shares; 2025Q1: 16,945 shares; 2025Q2: 19,528 shares; 2025Q3: 21,179 shares; 2025Q4: 20,494 shares; 2026Q1: 21,383 shares; 2026Q2: 22,158 shares 22,158 $3.38M 0.09% +775 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: 7,791 shares; 2024Q4: 7,363 shares; 2025Q1: 8,476 shares; 2025Q2: 9,715 shares; 2025Q3: 27,846 shares; 2025Q4: 34,375 shares; 2026Q1: 26,391 shares; 2026Q2: 30,979 shares 30,979 $3.33M 0.09% +4,588 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: 24,675 shares; 2024Q4: 29,635 shares; 2025Q1: 34,582 shares; 2025Q2: 38,035 shares; 2025Q3: 39,594 shares; 2025Q4: 39,717 shares; 2026Q1: 43,074 shares; 2026Q2: 42,547 shares 42,547 $3.33M 0.09% -527 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: 2,483 shares; 2025Q1: 2,638 shares; 2025Q2: 3,233 shares; 2025Q3: 3,890 shares; 2025Q4: 4,377 shares; 2026Q1: 4,815 shares; 2026Q2: 5,153 shares 5,153 $3.27M 0.09% +338 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710 shares; 2024Q4: 6,457 shares; 2025Q1: 7,162 shares; 2025Q2: 8,622 shares; 2025Q3: 9,550 shares; 2025Q4: 9,584 shares; 2026Q1: 10,002 shares; 2026Q2: 9,765 shares 9,765 $3.24M 0.09% -237 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,214 shares; 2024Q4: 119,068 shares; 2025Q1: 126,431 shares; 2025Q2: 134,709 shares; 2025Q3: 139,970 shares; 2025Q4: 137,463 shares; 2026Q1: 141,989 shares; 2026Q2: 145,361 shares 145,361 $3.2M 0.08% +3,372 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,967 shares; 2024Q4: 47,111 shares; 2025Q1: 50,282 shares; 2025Q2: 58,816 shares; 2025Q3: 62,608 shares; 2025Q4: 61,386 shares; 2026Q1: 65,187 shares; 2026Q2: 67,228 shares 67,228 $3.2M 0.08% +2,041 Timeline HDEF 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: 590 shares; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: 99,033 shares 99,033 $3.18M 0.08% +98,712 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,968 shares; 2024Q4: 53,237 shares; 2025Q1: 55,740 shares; 2025Q2: 58,991 shares; 2025Q3: 59,343 shares; 2025Q4: 58,280 shares; 2026Q1: 60,400 shares; 2026Q2: 61,004 shares 61,004 $3.16M 0.08% +604 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,728 shares; 2024Q4: 32,006 shares; 2025Q1: 35,345 shares; 2025Q2: 38,352 shares; 2025Q3: 41,245 shares; 2025Q4: 44,769 shares; 2026Q1: 47,330 shares; 2026Q2: 51,004 shares 51,004 $3.14M 0.08% +3,674 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,359 shares 18,359 $3.14M 0.08% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 582 shares; 2025Q1: 546 shares; 2025Q2: 562 shares; 2025Q3: 727 shares; 2025Q4: 808 shares; 2026Q1: 886 shares; 2026Q2: 10,342 shares 10,342 $3.12M 0.08% +9,456 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: 630 shares; 2024Q4: 763 shares; 2025Q1: 1,820 shares; 2025Q2: 5,550 shares; 2025Q3: 5,503 shares; 2025Q4: 5,474 shares; 2026Q1: 2,273 shares; 2026Q2: 6,077 shares 6,077 $3.1M 0.08% +3,804 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,669 shares; 2024Q4: 21,368 shares; 2025Q1: 21,102 shares; 2025Q2: 20,060 shares; 2025Q3: 26,529 shares; 2025Q4: 26,748 shares; 2026Q1: 25,275 shares; 2026Q2: 25,280 shares 25,280 $3.01M 0.08% +5 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: 70,879 shares; 2024Q4: 104,156 shares; 2025Q1: 108,991 shares; 2025Q2: 35,782 shares; 2025Q3: 27,121 shares; 2025Q4: 22,977 shares; 2026Q1: 19,599 shares; 2026Q2: 9,983 shares 9,983 $3M 0.08% -9,616 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: 4,666 shares; 2024Q4: 3,414 shares; 2025Q1: 8,352 shares; 2025Q2: 9,357 shares; 2025Q3: 11,590 shares; 2025Q4: 13,814 shares; 2026Q1: 18,507 shares; 2026Q2: 16,123 shares 16,123 $2.98M 0.08% -2,384 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: 565 shares; 2024Q4: 673 shares; 2025Q1: 1,125 shares; 2025Q2: 3,483 shares; 2025Q3: 4,355 shares; 2025Q4: 5,121 shares; 2026Q1: 6,536 shares; 2026Q2: 8,738 shares 8,738 $2.98M 0.08% +2,202 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 947 shares; 2025Q1: 9,616 shares; 2025Q2: 15,070 shares; 2025Q3: 27,461 shares; 2025Q4: 30,438 shares; 2026Q1: 32,307 shares; 2026Q2: 33,850 shares 33,850 $2.98M 0.08% +1,543 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 82 shares; 2025Q1: 498 shares; 2025Q2: 483 shares; 2025Q3: 915 shares; 2025Q4: 1,007 shares; 2026Q1: 1,248 shares; 2026Q2: 1,496 shares 1,496 $2.98M 0.08% +248 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,852 shares; 2024Q4: 1,392 shares; 2025Q1: 1,575 shares; 2025Q2: 3,697 shares; 2025Q3: 7,712 shares; 2025Q4: 9,674 shares; 2026Q1: 12,463 shares; 2026Q2: 16,850 shares 16,850 $2.97M 0.08% +4,387 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: 12,313 shares; 2024Q4: 12,187 shares; 2025Q1: 12,195 shares; 2025Q2: 12,195 shares; 2025Q3: 12,209 shares; 2025Q4: 12,506 shares; 2026Q1: 12,503 shares; 2026Q2: 12,051 shares 12,051 $2.97M 0.08% -452 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,536 shares; 2025Q1: 9,797 shares; 2025Q2: 8,846 shares; 2025Q3: 8,850 shares; 2025Q4: 12,637 shares; 2026Q1: 15,849 shares; 2026Q2: 17,425 shares 17,425 $2.96M 0.08% +1,576 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: 10,883 shares; 2024Q4: 37,589 shares; 2025Q1: 58,673 shares; 2025Q2: 63,414 shares; 2025Q3: 58,059 shares; 2025Q4: 57,971 shares; 2026Q1: 56,582 shares; 2026Q2: 102,206 shares 102,206 $2.96M 0.08% +45,624 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: 15,016 shares; 2024Q4: 15,100 shares; 2025Q1: 14,096 shares; 2025Q2: 15,553 shares; 2025Q3: 16,590 shares; 2025Q4: 15,566 shares; 2026Q1: 16,146 shares; 2026Q2: 19,855 shares 19,855 $2.91M 0.08% +3,709 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,818 shares; 2024Q4: 116,054 shares; 2025Q1: 103,857 shares; 2025Q2: 99,830 shares; 2025Q3: 87,646 shares; 2025Q4: 82,699 shares; 2026Q1: 81,686 shares; 2026Q2: 80,237 shares 80,237 $2.9M 0.08% -1,449 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 2,066 shares; 2025Q1: 21,791 shares; 2025Q2: 24,622 shares; 2025Q3: 24,821 shares; 2025Q4: 32,920 shares; 2026Q1: 35,036 shares; 2026Q2: 39,686 shares 39,686 $2.89M 0.08% +4,650 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: 2,368 shares; 2024Q4: 1,969 shares; 2025Q1: 2,410 shares; 2025Q2: 4,352 shares; 2025Q3: 2,453 shares; 2025Q4: 2,527 shares; 2026Q1: 2,925 shares; 2026Q2: 24,137 shares 24,137 $2.88M 0.08% +21,212 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: 9,364 shares; 2024Q4: 13,357 shares; 2025Q1: 13,718 shares; 2025Q2: 14,798 shares; 2025Q3: 15,550 shares; 2025Q4: 16,351 shares; 2026Q1: 14,241 shares; 2026Q2: 14,768 shares 14,768 $2.8M 0.07% +527 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: 247,225 shares; 2024Q4: 223,043 shares; 2025Q1: 201,988 shares; 2025Q2: 165,556 shares; 2025Q3: 127,466 shares; 2025Q4: 115,783 shares; 2026Q1: 96,685 shares; 2026Q2: 69,617 shares 69,617 $2.8M 0.07% -27,068 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718 shares; 2024Q4: 5,897 shares; 2025Q1: 65,467 shares; 2025Q2: 101,839 shares; 2025Q3: 190,039 shares; 2025Q4: 206,868 shares; 2026Q1: 223,493 shares; 2026Q2: 242,566 shares 242,566 $2.8M 0.07% +19,073 Timeline BULZ BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 70,000 shares 70,000 $2.77M 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,686 shares; 2024Q4: 13,020 shares; 2025Q1: 11,229 shares; 2025Q2: 6,740 shares; 2025Q3: 5,730 shares; 2025Q4: 5,781 shares; 2026Q1: 5,212 shares; 2026Q2: 6,606 shares 6,606 $2.75M 0.07% +1,394 Timeline FIXD 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: 527,438 shares; 2024Q4: 601,905 shares; 2025Q1: 585,545 shares; 2025Q2: 297,891 shares; 2025Q3: 199,136 shares; 2025Q4: 226,523 shares; 2026Q1: 122,787 shares; 2026Q2: 62,598 shares 62,598 $2.73M 0.07% -60,189 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 1,141 shares; 2025Q1: 1,386 shares; 2025Q2: 196 shares; 2025Q3: 257 shares; 2025Q4: 388 shares; 2026Q1: 902 shares; 2026Q2: 9,856 shares 9,856 $2.68M 0.07% +8,954 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: 3,687 shares; 2024Q4: 8,691 shares; 2025Q1: 9,512 shares; 2025Q2: 10,136 shares; 2025Q3: 10,181 shares; 2025Q4: 10,228 shares; 2026Q1: 9,830 shares; 2026Q2: 8,991 shares 8,991 $2.68M 0.07% -839 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: 3,284 shares; 2024Q4: 2,661 shares; 2025Q1: 7,470 shares; 2025Q2: 12,675 shares; 2025Q3: 27,431 shares; 2025Q4: 40,653 shares; 2026Q1: 46,421 shares; 2026Q2: 36,965 shares 36,965 $2.67M 0.07% -9,456 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: 1,761 shares; 2024Q4: 1,991 shares; 2025Q1: 4,431 shares; 2025Q2: 5,528 shares; 2025Q3: 4,619 shares; 2025Q4: 4,709 shares; 2026Q1: 4,824 shares; 2026Q2: 30,916 shares 30,916 $2.66M 0.07% +26,092 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: 2,038 shares; 2024Q4: 11,044 shares; 2025Q1: 11,699 shares; 2025Q2: 16,022 shares; 2025Q3: 17,861 shares; 2025Q4: 18,450 shares; 2026Q1: 18,220 shares; 2026Q2: 19,455 shares 19,455 $2.66M 0.07% +1,235 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,859 shares; 2024Q4: 40,610 shares; 2025Q1: 42,443 shares; 2025Q2: 46,605 shares; 2025Q3: 47,307 shares; 2025Q4: 46,143 shares; 2026Q1: 49,023 shares; 2026Q2: 47,422 shares 47,422 $2.66M 0.07% -1,601 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,286 shares; 2025Q4: 51,965 shares; 2026Q1: 38,000 shares; 2026Q2: 39,407 shares 39,407 $2.66M 0.07% +1,407 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,226 shares; 2024Q4: 19,787 shares; 2025Q1: 20,893 shares; 2025Q2: 20,296 shares; 2025Q3: 22,083 shares; 2025Q4: 22,320 shares; 2026Q1: 21,659 shares; 2026Q2: 26,692 shares 26,692 $2.64M 0.07% +5,033 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: 45,953 shares; 2024Q4: 43,882 shares; 2025Q1: 32,732 shares; 2025Q2: 28,331 shares; 2025Q3: 27,486 shares; 2025Q4: 27,755 shares; 2026Q1: 27,182 shares; 2026Q2: 25,224 shares 25,224 $2.62M 0.07% -1,958 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,817 shares; 2024Q4: 111,421 shares; 2025Q1: 118,836 shares; 2025Q2: 130,585 shares; 2025Q3: 136,999 shares; 2025Q4: 130,255 shares; 2026Q1: 137,558 shares; 2026Q2: 140,341 shares 140,341 $2.6M 0.07% +2,783 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,804 shares; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,717 shares; 2025Q3: 3,719 shares; 2025Q4: 3,633 shares; 2026Q1: 3,641 shares; 2026Q2: 18,068 shares 18,068 $2.56M 0.07% +14,427 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: 1,021 shares; 2024Q4: 1,039 shares; 2025Q1: 3,616 shares; 2025Q2: 6,569 shares; 2025Q3: 6,507 shares; 2025Q4: 6,606 shares; 2026Q1: 6,334 shares; 2026Q2: 7,025 shares 7,025 $2.54M 0.07% +691 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,178 shares; 2024Q4: 141,540 shares; 2025Q1: 127,658 shares; 2025Q2: 100,102 shares; 2025Q3: 78,082 shares; 2025Q4: 70,725 shares; 2026Q1: 57,336 shares; 2026Q2: 32,031 shares 32,031 $2.53M 0.07% -25,305 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,195 shares; 2024Q4: 9,467 shares; 2025Q1: 16,228 shares; 2025Q2: 15,712 shares; 2025Q3: 13,937 shares; 2025Q4: 13,678 shares; 2026Q1: 19,074 shares; 2026Q2: 17,782 shares 17,782 $2.49M 0.07% -1,292 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,200 shares; 2024Q4: 72,358 shares; 2025Q1: 79,030 shares; 2025Q2: 87,349 shares; 2025Q3: 90,417 shares; 2025Q4: 86,547 shares; 2026Q1: 91,157 shares; 2026Q2: 93,634 shares 93,634 $2.49M 0.07% +2,477 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: 848 shares; 2024Q4: 2,752 shares; 2025Q1: 2,991 shares; 2025Q2: 2,878 shares; 2025Q3: 3,944 shares; 2025Q4: 5,047 shares; 2026Q1: 9,842 shares; 2026Q2: 7,266 shares 7,266 $2.48M 0.07% -2,576 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,580 shares; 2024Q4: 52,682 shares; 2025Q1: 52,769 shares; 2025Q2: 52,762 shares; 2025Q3: 55,599 shares; 2025Q4: 55,714 shares; 2026Q1: 55,798 shares; 2026Q2: 55,765 shares 55,765 $2.47M 0.07% -33 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,854 shares; 2024Q4: 22,360 shares; 2025Q1: 21,904 shares; 2025Q2: 19,906 shares; 2025Q3: 19,608 shares; 2025Q4: 19,576 shares; 2026Q1: 18,300 shares; 2026Q2: 17,987 shares 17,987 $2.46M 0.06% -313 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: 11,857 shares; 2024Q4: 11,995 shares; 2025Q1: 13,309 shares; 2025Q2: 11,913 shares; 2025Q3: 11,284 shares; 2025Q4: 11,333 shares; 2026Q1: 11,393 shares; 2026Q2: 11,207 shares 11,207 $2.44M 0.06% -186 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: 28,675 shares; 2024Q4: 29,512 shares; 2025Q1: 31,179 shares; 2025Q2: 27,098 shares; 2025Q3: 35,220 shares; 2025Q4: 38,045 shares; 2026Q1: 30,422 shares; 2026Q2: 33,877 shares 33,877 $2.41M 0.06% +3,455 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,666 shares; 2024Q4: 88,735 shares; 2025Q1: 167,564 shares; 2025Q2: 106,311 shares; 2025Q3: 106,678 shares; 2025Q4: 102,494 shares; 2026Q1: 140,913 shares; 2026Q2: 81,416 shares 81,416 $2.4M 0.06% -59,497 Timeline SCYB 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: 302 shares; 2024Q4: 8 shares; 2025Q1: 1,114 shares; 2025Q2: 1,547 shares; 2025Q3: 1,421 shares; 2025Q4: 1,426 shares; 2026Q1: 297 shares; 2026Q2: 89,887 shares 89,887 $2.35M 0.06% +89,590 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 378 shares; 2025Q1: 1,168 shares; 2025Q2: 829 shares; 2025Q3: 820 shares; 2025Q4: 2,963 shares; 2026Q1: 2,679 shares; 2026Q2: 31,538 shares 31,538 $2.35M 0.06% +28,859 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,495 shares; 2024Q4: 34,267 shares; 2025Q1: 43,401 shares; 2025Q2: 68,257 shares; 2025Q3: 76,322 shares; 2025Q4: 74,763 shares; 2026Q1: 91,001 shares; 2026Q2: 77,559 shares 77,559 $2.34M 0.06% -13,442 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: 318 shares; 2024Q4: 266 shares; 2025Q1: 1,192 shares; 2025Q2: 1,418 shares; 2025Q3: 7,139 shares; 2025Q4: 4,702 shares; 2026Q1: 8,732 shares; 2026Q2: 7,856 shares 7,856 $2.34M 0.06% -876 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: 4,167 shares; 2024Q4: 51,990 shares; 2025Q1: 58,531 shares; 2025Q2: 76,000 shares; 2025Q3: 76,628 shares; 2025Q4: 72,035 shares; 2026Q1: 85,966 shares; 2026Q2: 92,068 shares 92,068 $2.33M 0.06% +6,102 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.06% 0 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: 3,917 shares; 2024Q4: 4,282 shares; 2025Q1: 7,637 shares; 2025Q2: 10,692 shares; 2025Q3: 11,659 shares; 2025Q4: 11,595 shares; 2026Q1: 13,823 shares; 2026Q2: 10,454 shares 10,454 $2.19M 0.06% -3,369 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116,693 shares 116,693 $2.15M 0.06% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 10,172 shares; 2025Q4: 16,249 shares; 2026Q1: 18,904 shares; 2026Q2: 18,469 shares 18,469 $2.14M 0.06% -435 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: 27,829 shares; 2024Q4: 28,341 shares; 2025Q1: 25,879 shares; 2025Q2: 26,162 shares; 2025Q3: 28,589 shares; 2025Q4: 30,709 shares; 2026Q1: 27,886 shares; 2026Q2: 25,573 shares 25,573 $2.12M 0.06% -2,313 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,112 shares; 2024Q4: 174,762 shares; 2025Q1: 188,864 shares; 2025Q2: 208,160 shares; 2025Q3: 212,604 shares; 2025Q4: 213,056 shares; 2026Q1: 221,940 shares; 2026Q2: 224,436 shares 224,436 $2.11M 0.06% +2,496 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: 7,280 shares; 2024Q4: 7,990 shares; 2025Q1: 9,217 shares; 2025Q2: 8,784 shares; 2025Q3: 9,977 shares; 2025Q4: 11,393 shares; 2026Q1: 8,027 shares; 2026Q2: 8,233 shares 8,233 $2.1M 0.06% +206 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,344 shares; 2024Q4: 16,349 shares; 2025Q1: 13,683 shares; 2025Q2: 14,853 shares; 2025Q3: 16,031 shares; 2025Q4: 16,866 shares; 2026Q1: 18,307 shares; 2026Q2: 22,916 shares 22,916 $2.08M 0.05% +4,609 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,879 shares; 2024Q4: 61,695 shares; 2025Q1: 60,846 shares; 2025Q2: 55,223 shares; 2025Q3: 52,652 shares; 2025Q4: 50,438 shares; 2026Q1: 49,938 shares; 2026Q2: 49,674 shares 49,674 $2.05M 0.05% -264 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: 6,458 shares; 2024Q4: 4,601 shares; 2025Q1: 5,393 shares; 2025Q2: 5,900 shares; 2025Q3: 8,251 shares; 2025Q4: 8,199 shares; 2026Q1: 9,139 shares; 2026Q2: 7,513 shares 7,513 $2.03M 0.05% -1,626 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: 5,153 shares; 2024Q4: 9,445 shares; 2025Q1: 10,159 shares; 2025Q2: 13,010 shares; 2025Q3: 13,555 shares; 2025Q4: 17,160 shares; 2026Q1: 21,877 shares; 2026Q2: 17,250 shares 17,250 $2.03M 0.05% -4,627 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: 11,389 shares; 2024Q4: 12,479 shares; 2025Q1: 13,895 shares; 2025Q2: 14,109 shares; 2025Q3: 16,042 shares; 2025Q4: 19,158 shares; 2026Q1: 22,566 shares; 2026Q2: 23,051 shares 23,051 $2.02M 0.05% +485 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,766 shares; 2024Q4: 123,416 shares; 2025Q1: 147,148 shares; 2025Q2: 178,422 shares; 2025Q3: 183,332 shares; 2025Q4: 164,061 shares; 2026Q1: 190,383 shares; 2026Q2: 191,523 shares 191,523 $2.01M 0.05% +1,140 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: 7,124 shares; 2024Q4: 7,152 shares; 2025Q1: 7,267 shares; 2025Q2: 7,246 shares; 2025Q3: 6,747 shares; 2025Q4: 7,666 shares; 2026Q1: 7,878 shares; 2026Q2: 8,493 shares 8,493 $2.01M 0.05% +615 Timeline SHNY BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 251,446 shares 251,446 $2M 0.05% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,889 shares; 2024Q4: 177,074 shares; 2025Q1: 176,864 shares; 2025Q2: 176,521 shares; 2025Q3: 107,800 shares; 2025Q4: 108,829 shares; 2026Q1: 107,065 shares; 2026Q2: 105,572 shares 105,572 $1.99M 0.05% -1,493 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,746 shares; 2024Q4: 60,385 shares; 2025Q1: 65,272 shares; 2025Q2: 73,869 shares; 2025Q3: 80,039 shares; 2025Q4: 72,011 shares; 2026Q1: 80,061 shares; 2026Q2: 82,248 shares 82,248 $1.97M 0.05% +2,187 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 2,030 shares; 2025Q1: 2,033 shares; 2025Q2: 3,468 shares; 2025Q3: 4,995 shares; 2025Q4: 6,539 shares; 2026Q1: 6,929 shares; 2026Q2: 6,470 shares 6,470 $1.96M 0.05% -459 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 3,351 shares; 2025Q1: 2,792 shares; 2025Q2: 3,051 shares; 2025Q3: 2,911 shares; 2025Q4: 4,068 shares; 2026Q1: 4,589 shares; 2026Q2: 6,904 shares 6,904 $1.9M 0.05% +2,315 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,960 shares; 2024Q4: 9,433 shares; 2025Q1: 10,063 shares; 2025Q2: 10,797 shares; 2025Q3: 10,249 shares; 2025Q4: 10,487 shares; 2026Q1: 9,709 shares; 2026Q2: 7,861 shares 7,861 $1.87M 0.05% -1,848 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: 5,117 shares; 2024Q4: 5,279 shares; 2025Q1: 5,690 shares; 2025Q2: 7,309 shares; 2025Q3: 6,467 shares; 2025Q4: 6,832 shares; 2026Q1: 6,966 shares; 2026Q2: 7,142 shares 7,142 $1.86M 0.05% +176 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 78 shares; 2025Q3: 183 shares; 2025Q4: 220 shares; 2026Q1: 663 shares; 2026Q2: 816 shares 816 $1.86M 0.05% +153 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: 840 shares; 2024Q4: 1,098 shares; 2025Q1: 2,465 shares; 2025Q2: 3,790 shares; 2025Q3: 3,330 shares; 2025Q4: 2,458 shares; 2026Q1: 10,976 shares; 2026Q2: 7,089 shares 7,089 $1.85M 0.05% -3,887 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: 8,185 shares; 2024Q4: 8,185 shares; 2025Q1: 11,849 shares; 2025Q2: 12,076 shares; 2025Q3: 9,840 shares; 2025Q4: 19,567 shares; 2026Q1: 21,951 shares; 2026Q2: 24,241 shares 24,241 $1.83M 0.05% +2,290 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 4,097 shares; 2025Q1: 4,456 shares; 2025Q2: 4,391 shares; 2025Q3: 4,757 shares; 2025Q4: 5,195 shares; 2026Q1: 5,507 shares; 2026Q2: 4,589 shares 4,589 $1.83M 0.05% -918 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: 7,871 shares; 2024Q4: 10,194 shares; 2025Q1: 11,425 shares; 2025Q2: 11,595 shares; 2025Q3: 16,461 shares; 2025Q4: 15,748 shares; 2026Q1: 18,094 shares; 2026Q2: 19,041 shares 19,041 $1.82M 0.05% +947 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,203 shares; 2024Q4: 4,224 shares; 2025Q1: 3,824 shares; 2025Q2: 3,517 shares; 2025Q3: 3,507 shares; 2025Q4: 20,097 shares; 2026Q1: 20,209 shares; 2026Q2: 19,896 shares 19,896 $1.79M 0.05% -313 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,543 shares; 2025Q1: 4,586 shares; 2025Q2: 4,098 shares; 2025Q3: 4,047 shares; 2025Q4: 4,042 shares; 2026Q1: 4,099 shares; 2026Q2: 3,404 shares 3,404 $1.78M 0.05% -695 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 208 shares; 2025Q2: 225 shares; 2025Q3: 256 shares; 2025Q4: 269 shares; 2026Q1: 259 shares; 2026Q2: 9,897 shares 9,897 $1.76M 0.05% +9,638 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: 806 shares; 2024Q4: 2,121 shares; 2025Q1: 3,226 shares; 2025Q2: 5,649 shares; 2025Q3: 4,952 shares; 2025Q4: 5,050 shares; 2026Q1: 5,932 shares; 2026Q2: 15,432 shares 15,432 $1.76M 0.05% +9,500 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,320 shares; 2025Q1: 4,234 shares; 2025Q2: 4,407 shares; 2025Q3: 4,836 shares; 2025Q4: 4,075 shares; 2026Q1: 4,856 shares; 2026Q2: 5,081 shares 5,081 $1.72M 0.05% +225 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,268 shares; 2024Q4: 36,262 shares; 2025Q1: 35,894 shares; 2025Q2: 39,175 shares; 2025Q3: 32,410 shares; 2025Q4: 33,941 shares; 2026Q1: 37,084 shares; 2026Q2: 25,403 shares 25,403 $1.72M 0.05% -11,681 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: 4,835 shares; 2024Q4: 5,009 shares; 2025Q1: 5,674 shares; 2025Q2: 6,523 shares; 2025Q3: 10,977 shares; 2025Q4: 10,736 shares; 2026Q1: 14,108 shares; 2026Q2: 11,598 shares 11,598 $1.7M 0.04% -2,510 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: 3,212 shares; 2024Q4: 3,212 shares; 2025Q1: 3,281 shares; 2025Q2: 3,212 shares; 2025Q3: 5,500 shares; 2025Q4: 5,050 shares; 2026Q1: 4,627 shares; 2026Q2: 4,911 shares 4,911 $1.69M 0.04% +284 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 26 shares; 2025Q3: 142 shares; 2025Q4: 44 shares; 2026Q1: 100 shares; 2026Q2: 850 shares 850 $1.68M 0.04% +750 Timeline IUS 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: 15,412 shares; 2024Q4: 16,618 shares; 2025Q1: 29,025 shares; 2025Q2: 28,893 shares; 2025Q3: 21,488 shares; 2025Q4: 23,127 shares; 2026Q1: 24,256 shares; 2026Q2: 25,667 shares 25,667 $1.68M 0.04% +1,411 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,743 shares; 2024Q4: 97,743 shares; 2025Q1: 97,973 shares; 2025Q2: 87,533 shares; 2025Q3: 54,939 shares; 2025Q4: 57,676 shares; 2026Q1: 58,322 shares; 2026Q2: 55,308 shares 55,308 $1.67M 0.04% -3,014 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,220 shares; 2024Q4: 58,301 shares; 2025Q1: 56,769 shares; 2025Q2: 77,951 shares; 2025Q3: 61,791 shares; 2025Q4: 51,219 shares; 2026Q1: 71,003 shares; 2026Q2: 53,588 shares 53,588 $1.67M 0.04% -17,415 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 513 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 166 shares; 2025Q4: 310 shares; 2026Q1: 1,355 shares; 2026Q2: 1,705 shares 1,705 $1.65M 0.04% +350 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: 3,099 shares; 2024Q4: 3,234 shares; 2025Q1: 3,333 shares; 2025Q2: 3,683 shares; 2025Q3: 3,714 shares; 2025Q4: 3,754 shares; 2026Q1: 3,920 shares; 2026Q2: 4,145 shares 4,145 $1.64M 0.04% +225 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,614 shares; 2024Q4: 12,129 shares; 2025Q1: 11,952 shares; 2025Q2: 13,763 shares; 2025Q3: 20,228 shares; 2025Q4: 19,623 shares; 2026Q1: 23,276 shares; 2026Q2: 30,529 shares 30,529 $1.63M 0.04% +7,253 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: 8,760 shares; 2024Q4: 7,763 shares; 2025Q1: 6,433 shares; 2025Q2: 6,378 shares; 2025Q3: 12,248 shares; 2025Q4: 13,647 shares; 2026Q1: 17,261 shares; 2026Q2: 17,473 shares 17,473 $1.61M 0.04% +212 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 2,532 shares; 2025Q1: 4,492 shares; 2025Q2: 4,364 shares; 2025Q3: 5,953 shares; 2025Q4: 6,875 shares; 2026Q1: 8,845 shares; 2026Q2: 53,835 shares 53,835 $1.6M 0.04% +44,990 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: 35,135 shares; 2024Q4: 36,042 shares; 2025Q1: 36,826 shares; 2025Q2: 37,530 shares; 2025Q3: 40,520 shares; 2025Q4: 41,763 shares; 2026Q1: 43,213 shares; 2026Q2: 43,758 shares 43,758 $1.6M 0.04% +545 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,588 shares; 2025Q1: 1,651 shares; 2025Q2: 1,390 shares; 2025Q3: 2,957 shares; 2025Q4: 2,959 shares; 2026Q1: 3,733 shares; 2026Q2: 3,896 shares 3,896 $1.6M 0.04% +163 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 215 shares; 2025Q1: 806 shares; 2025Q2: 797 shares; 2025Q3: 1,670 shares; 2025Q4: 2,132 shares; 2026Q1: 1,844 shares; 2026Q2: 3,075 shares 3,075 $1.58M 0.04% +1,231 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: 8,170 shares; 2024Q4: 7,881 shares; 2025Q1: 7,722 shares; 2025Q2: 7,204 shares; 2025Q3: 7,004 shares; 2025Q4: 6,866 shares; 2026Q1: 6,398 shares; 2026Q2: 6,357 shares 6,357 $1.54M 0.04% -41 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 543 shares; 2025Q1: 1,865 shares; 2025Q2: 2,012 shares; 2025Q3: 3,430 shares; 2025Q4: 4,679 shares; 2026Q1: 7,005 shares; 2026Q2: 6,199 shares 6,199 $1.52M 0.04% -806 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,461 shares; 2024Q4: 17,100 shares; 2025Q1: 29,031 shares; 2025Q2: 32,429 shares; 2025Q3: 28,255 shares; 2025Q4: 28,890 shares; 2026Q1: 33,017 shares; 2026Q2: 25,994 shares 25,994 $1.5M 0.04% -7,023 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: 39,481 shares; 2024Q4: 42,273 shares; 2025Q1: 43,351 shares; 2025Q2: 50,096 shares; 2025Q3: 54,483 shares; 2025Q4: 54,110 shares; 2026Q1: 80,830 shares; 2026Q2: 72,223 shares 72,223 $1.5M 0.04% -8,607 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: 97 shares; 2024Q4: 144 shares; 2025Q1: 410 shares; 2025Q2: 631 shares; 2025Q3: 736 shares; 2025Q4: 1,089 shares; 2026Q1: 2,192 shares; 2026Q2: 3,254 shares 3,254 $1.49M 0.04% +1,062 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: 7,835 shares; 2024Q4: 9,205 shares; 2025Q1: 11,476 shares; 2025Q2: 13,172 shares; 2025Q3: 8,313 shares; 2025Q4: 9,401 shares; 2026Q1: 12,065 shares; 2026Q2: 11,716 shares 11,716 $1.48M 0.04% -349 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,076 shares; 2024Q4: 26,419 shares; 2025Q1: 25,367 shares; 2025Q2: 21,331 shares; 2025Q3: 20,204 shares; 2025Q4: 19,183 shares; 2026Q1: 19,038 shares; 2026Q2: 17,616 shares 17,616 $1.48M 0.04% -1,422 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,158 shares; 2024Q4: 261,158 shares; 2025Q1: 234,463 shares; 2025Q2: 183,032 shares; 2025Q3: 128,623 shares; 2025Q4: 119,284 shares; 2026Q1: 86,230 shares; 2026Q2: 35,672 shares 35,672 $1.47M 0.04% -50,558 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 2,601 shares; 2025Q1: 7,715 shares; 2025Q2: 8,834 shares; 2025Q3: 5,981 shares; 2025Q4: 5,559 shares; 2026Q1: 10,461 shares; 2026Q2: 17,972 shares 17,972 $1.46M 0.04% +7,511 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 159 shares; 2025Q2: 116 shares; 2025Q3: 154 shares; 2025Q4: 204 shares; 2026Q1: 126 shares; 2026Q2: 861 shares 861 $1.46M 0.04% +735 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 992 shares; 2025Q3: 369 shares; 2025Q4: not reported; 2026Q1: 4,901 shares; 2026Q2: 69,759 shares 69,759 $1.43M 0.04% +64,858 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,489 shares; 2024Q4: 38,330 shares; 2025Q1: 40,199 shares; 2025Q2: 39,999 shares; 2025Q3: 39,343 shares; 2025Q4: 38,378 shares; 2026Q1: 37,056 shares; 2026Q2: 41,021 shares 41,021 $1.43M 0.04% +3,965 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: 448 shares; 2024Q4: 566 shares; 2025Q1: 2,801 shares; 2025Q2: 3,112 shares; 2025Q3: 2,249 shares; 2025Q4: 2,428 shares; 2026Q1: 3,287 shares; 2026Q2: 3,593 shares 3,593 $1.43M 0.04% +306 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: 6,129 shares; 2024Q4: 6,808 shares; 2025Q1: 9,122 shares; 2025Q2: 12,157 shares; 2025Q3: 12,367 shares; 2025Q4: 13,299 shares; 2026Q1: 16,925 shares; 2026Q2: 17,189 shares 17,189 $1.42M 0.04% +264 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,635 shares; 2024Q4: 39,635 shares; 2025Q1: 43,535 shares; 2025Q2: 51,865 shares; 2025Q3: 56,490 shares; 2025Q4: 60,740 shares; 2026Q1: 62,990 shares; 2026Q2: 61,290 shares 61,290 $1.4M 0.04% -1,700 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 410 shares; 2025Q4: 1,213 shares; 2026Q1: 3,170 shares; 2026Q2: 3,186 shares 3,186 $1.39M 0.04% +16 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: 2,035 shares; 2024Q4: 1,880 shares; 2025Q1: 2,024 shares; 2025Q2: 2,282 shares; 2025Q3: 2,542 shares; 2025Q4: 2,492 shares; 2026Q1: 2,504 shares; 2026Q2: 2,914 shares 2,914 $1.39M 0.04% +410 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares; 2026Q2: 20,274 shares 20,274 $1.38M 0.04% +19,328 Timeline COPZ TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,420 shares 99,420 $1.37M 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 208 shares; 2025Q1: 293 shares; 2025Q2: 461 shares; 2025Q3: 575 shares; 2025Q4: 675 shares; 2026Q1: 1,808 shares; 2026Q2: 2,123 shares 2,123 $1.36M 0.04% +315 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: 3,110 shares; 2024Q4: 4,856 shares; 2025Q1: 4,640 shares; 2025Q2: 6,565 shares; 2025Q3: 7,744 shares; 2025Q4: 7,752 shares; 2026Q1: 9,490 shares; 2026Q2: 10,705 shares 10,705 $1.36M 0.04% +1,215 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,649 shares; 2024Q4: 3,272 shares; 2025Q1: 3,488 shares; 2025Q2: 4,174 shares; 2025Q3: 4,808 shares; 2025Q4: 3,801 shares; 2026Q1: 4,358 shares; 2026Q2: 4,321 shares 4,321 $1.35M 0.04% -37 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,880 shares; 2024Q4: 22,124 shares; 2025Q1: 21,012 shares; 2025Q2: 19,408 shares; 2025Q3: 17,309 shares; 2025Q4: 16,090 shares; 2026Q1: 13,219 shares; 2026Q2: 12,289 shares 12,289 $1.34M 0.04% -930 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,232 shares; 2025Q1: 1,517 shares; 2025Q2: 1,806 shares; 2025Q3: 2,081 shares; 2025Q4: 2,066 shares; 2026Q1: 1,955 shares; 2026Q2: 1,770 shares 1,770 $1.34M 0.04% -185 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: 64,601 shares; 2024Q4: 59,504 shares; 2025Q1: 56,948 shares; 2025Q2: 52,079 shares; 2025Q3: 43,519 shares; 2025Q4: 40,629 shares; 2026Q1: 32,761 shares; 2026Q2: 25,759 shares 25,759 $1.33M 0.04% -7,002 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,554 shares; 2024Q4: 4,601 shares; 2025Q1: 5,370 shares; 2025Q2: 7,127 shares; 2025Q3: 7,567 shares; 2025Q4: 8,149 shares; 2026Q1: 8,597 shares; 2026Q2: 29,492 shares 29,492 $1.33M 0.04% +20,895 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,776 shares; 2024Q4: 9,099 shares; 2025Q1: 9,033 shares; 2025Q2: 8,111 shares; 2025Q3: 7,900 shares; 2025Q4: 8,000 shares; 2026Q1: 8,421 shares; 2026Q2: 8,593 shares 8,593 $1.33M 0.03% +172 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: 16,948 shares; 2024Q4: 19,174 shares; 2025Q1: 9,405 shares; 2025Q2: 7,566 shares; 2025Q3: 7,412 shares; 2025Q4: 6,870 shares; 2026Q1: 5,598 shares; 2026Q2: 8,827 shares 8,827 $1.31M 0.03% +3,229 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,682 shares; 2024Q4: 61,359 shares; 2025Q1: 49,900 shares; 2025Q2: 65,386 shares; 2025Q3: 55,582 shares; 2025Q4: 51,416 shares; 2026Q1: 49,959 shares; 2026Q2: 46,274 shares 46,274 $1.28M 0.03% -3,685 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: 2,181 shares; 2024Q4: 2,333 shares; 2025Q1: 3,068 shares; 2025Q2: 2,516 shares; 2025Q3: 3,156 shares; 2025Q4: 3,160 shares; 2026Q1: 4,247 shares; 2026Q2: 4,684 shares 4,684 $1.27M 0.03% +437 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,803 shares; 2024Q4: 2,171 shares; 2025Q1: 2,168 shares; 2025Q2: 1,871 shares; 2025Q3: 10,838 shares; 2025Q4: 11,760 shares; 2026Q1: 11,446 shares; 2026Q2: 11,357 shares 11,357 $1.27M 0.03% -89 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: 601,607 shares; 2024Q4: 529,191 shares; 2025Q1: 486,079 shares; 2025Q2: 377,793 shares; 2025Q3: 250,802 shares; 2025Q4: 228,835 shares; 2026Q1: 160,701 shares; 2026Q2: 49,378 shares 49,378 $1.26M 0.03% -111,323 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,453 shares; 2026Q2: 35,863 shares 35,863 $1.25M 0.03% +30,410 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 1,297 shares; 2025Q1: 1,338 shares; 2025Q2: 1,931 shares; 2025Q3: 1,997 shares; 2025Q4: 1,959 shares; 2026Q1: 2,149 shares; 2026Q2: 2,527 shares 2,527 $1.24M 0.03% +378 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,375 shares; 2025Q2: 1,623 shares; 2025Q3: 1,463 shares; 2025Q4: 1,579 shares; 2026Q1: 1,475 shares; 2026Q2: 18,787 shares 18,787 $1.24M 0.03% +17,312 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,854 shares 13,854 $1.23M 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,982 shares; 2025Q1: 2,072 shares; 2025Q2: 2,110 shares; 2025Q3: 2,243 shares; 2025Q4: 2,262 shares; 2026Q1: 3,835 shares; 2026Q2: 3,910 shares 3,910 $1.23M 0.03% +75 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,811 shares; 2024Q4: 2,806 shares; 2025Q1: 13,563 shares; 2025Q2: 16,442 shares; 2025Q3: 10,797 shares; 2025Q4: 10,494 shares; 2026Q1: 18,096 shares; 2026Q2: 21,170 shares 21,170 $1.22M 0.03% +3,074 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,891 shares; 2024Q4: 201,678 shares; 2025Q1: 218,196 shares; 2025Q2: 249,905 shares; 2025Q3: 263,489 shares; 2025Q4: 263,192 shares; 2026Q1: 275,226 shares; 2026Q2: 64,440 shares 64,440 $1.22M 0.03% -210,786 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: 520 shares; 2024Q4: 565 shares; 2025Q1: 939 shares; 2025Q2: 1,407 shares; 2025Q3: 1,594 shares; 2025Q4: 3,010 shares; 2026Q1: 4,053 shares; 2026Q2: 4,525 shares 4,525 $1.22M 0.03% +472 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,078 shares; 2024Q4: 20,488 shares; 2025Q1: 12,989 shares; 2025Q2: 12,788 shares; 2025Q3: 12,661 shares; 2025Q4: 10,838 shares; 2026Q1: 10,027 shares; 2026Q2: 9,152 shares 9,152 $1.21M 0.03% -875 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: 9,541 shares; 2024Q4: 9,938 shares; 2025Q1: 7,095 shares; 2025Q2: 8,234 shares; 2025Q3: 7,629 shares; 2025Q4: 7,455 shares; 2026Q1: 7,369 shares; 2026Q2: 8,418 shares 8,418 $1.2M 0.03% +1,049 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,922 shares; 2024Q4: 3,199 shares; 2025Q1: 3,187 shares; 2025Q2: 3,217 shares; 2025Q3: 3,555 shares; 2025Q4: 3,485 shares; 2026Q1: 3,306 shares; 2026Q2: 5,632 shares 5,632 $1.2M 0.03% +2,326 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: 956 shares; 2024Q4: 1,059 shares; 2025Q1: 1,132 shares; 2025Q2: 415 shares; 2025Q3: 482 shares; 2025Q4: 429 shares; 2026Q1: 627 shares; 2026Q2: 2,883 shares 2,883 $1.2M 0.03% +2,256 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: 20,512 shares; 2024Q4: 18,508 shares; 2025Q1: 17,851 shares; 2025Q2: 14,437 shares; 2025Q3: 12,410 shares; 2025Q4: 13,636 shares; 2026Q1: 13,278 shares; 2026Q2: 12,304 shares 12,304 $1.19M 0.03% -974 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: 2,444 shares; 2024Q4: 2,381 shares; 2025Q1: 2,605 shares; 2025Q2: 2,945 shares; 2025Q3: 5,317 shares; 2025Q4: 5,660 shares; 2026Q1: 4,110 shares; 2026Q2: 3,036 shares 3,036 $1.17M 0.03% -1,074 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,283 shares; 2024Q4: 6,709 shares; 2025Q1: 5,157 shares; 2025Q2: 36,598 shares; 2025Q3: 43,444 shares; 2025Q4: 6,980 shares; 2026Q1: 8,940 shares; 2026Q2: 14,076 shares 14,076 $1.17M 0.03% +5,136 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,558 shares; 2024Q4: 28,558 shares; 2025Q1: 38,558 shares; 2025Q2: 28,557 shares; 2025Q3: 28,552 shares; 2025Q4: 28,560 shares; 2026Q1: 28,552 shares; 2026Q2: 28,552 shares 28,552 $1.15M 0.03% 0 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: 1,377 shares; 2024Q4: 1,284 shares; 2025Q1: 1,391 shares; 2025Q2: 2,171 shares; 2025Q3: 2,469 shares; 2025Q4: 3,892 shares; 2026Q1: 4,393 shares; 2026Q2: 4,548 shares 4,548 $1.13M 0.03% +155 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,579 shares; 2024Q4: 10,751 shares; 2025Q1: 9,476 shares; 2025Q2: 11,515 shares; 2025Q3: 11,510 shares; 2025Q4: 11,661 shares; 2026Q1: 17,640 shares; 2026Q2: 7,262 shares 7,262 $1.12M 0.03% -10,378 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,782 shares; 2024Q4: 4,668 shares; 2025Q1: 5,644 shares; 2025Q2: 9,169 shares; 2025Q3: 10,238 shares; 2025Q4: 10,590 shares; 2026Q1: 6,303 shares; 2026Q2: 6,969 shares 6,969 $1.11M 0.03% +666 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: 19,889 shares; 2024Q4: 19,919 shares; 2025Q1: 21,779 shares; 2025Q2: 20,129 shares; 2025Q3: 20,213 shares; 2025Q4: 21,818 shares; 2026Q1: 22,993 shares; 2026Q2: 22,853 shares 22,853 $1.11M 0.03% -140 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 3,419 shares; 2025Q1: 3,329 shares; 2025Q2: 4,157 shares; 2025Q3: 4,288 shares; 2025Q4: 2,424 shares; 2026Q1: 1,625 shares; 2026Q2: 31,779 shares 31,779 $1.11M 0.03% +30,154 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: 738 shares; 2024Q4: 923 shares; 2025Q1: 1,598 shares; 2025Q2: 4,143 shares; 2025Q3: 4,716 shares; 2025Q4: 5,082 shares; 2026Q1: 4,486 shares; 2026Q2: 7,477 shares 7,477 $1.09M 0.03% +2,991 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: 17,216 shares; 2024Q4: 16,664 shares; 2025Q1: 16,677 shares; 2025Q2: 17,113 shares; 2025Q3: 15,026 shares; 2025Q4: 15,235 shares; 2026Q1: 14,060 shares; 2026Q2: 13,964 shares 13,964 $1.09M 0.03% -96 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 557 shares; 2025Q1: 1,345 shares; 2025Q2: 1,701 shares; 2025Q3: 1,223 shares; 2025Q4: 1,158 shares; 2026Q1: 1,050 shares; 2026Q2: 2,130 shares 2,130 $1.08M 0.03% +1,080 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: 104 shares; 2024Q4: 142 shares; 2025Q1: 427 shares; 2025Q2: 658 shares; 2025Q3: 2,511 shares; 2025Q4: 2,561 shares; 2026Q1: 1,530 shares; 2026Q2: 6,150 shares 6,150 $1.08M 0.03% +4,620 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,830 shares; 2024Q4: 23,040 shares; 2025Q1: 34,608 shares; 2025Q2: 32,835 shares; 2025Q3: 21,017 shares; 2025Q4: 33,512 shares; 2026Q1: 54,571 shares; 2026Q2: 56,092 shares 56,092 $1.07M 0.03% +1,521 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: 839 shares; 2024Q4: 1,095 shares; 2025Q1: 2,347 shares; 2025Q2: 2,189 shares; 2025Q3: 2,761 shares; 2025Q4: 2,960 shares; 2026Q1: 2,757 shares; 2026Q2: 3,200 shares 3,200 $1.07M 0.03% +443 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,407 shares; 2024Q4: 2,864 shares; 2025Q1: 5,219 shares; 2025Q2: 11,138 shares; 2025Q3: 14,928 shares; 2025Q4: 18,568 shares; 2026Q1: 20,806 shares; 2026Q2: 22,262 shares 22,262 $1.07M 0.03% +1,456 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286 shares; 2024Q4: 1,478 shares; 2025Q1: 2,017 shares; 2025Q2: 2,839 shares; 2025Q3: 2,252 shares; 2025Q4: 2,477 shares; 2026Q1: 2,012 shares; 2026Q2: 33,800 shares 33,800 $1.07M 0.03% +31,788 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: 296 shares; 2024Q4: 354 shares; 2025Q1: 573 shares; 2025Q2: 1,672 shares; 2025Q3: 2,099 shares; 2025Q4: 1,939 shares; 2026Q1: 7,278 shares; 2026Q2: 7,433 shares 7,433 $1.06M 0.03% +155 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,688 shares; 2025Q1: 1,820 shares; 2025Q2: 3,972 shares; 2025Q3: 4,219 shares; 2025Q4: 4,199 shares; 2026Q1: 2,325 shares; 2026Q2: 4,470 shares 4,470 $1.06M 0.03% +2,145 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 165 shares; 2025Q3: 303 shares; 2025Q4: 231 shares; 2026Q1: 1,027 shares; 2026Q2: 75,090 shares 75,090 $1.06M 0.03% +74,063 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 2,013 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $1.06M 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 380 shares; 2025Q1: 446 shares; 2025Q2: 1,074 shares; 2025Q3: 1,744 shares; 2025Q4: 1,760 shares; 2026Q1: 2,485 shares; 2026Q2: 2,358 shares 2,358 $1.05M 0.03% -127 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,560 shares; 2024Q4: 5,908 shares; 2025Q1: 7,400 shares; 2025Q2: 7,857 shares; 2025Q3: 8,729 shares; 2025Q4: 13,066 shares; 2026Q1: 15,911 shares; 2026Q2: 17,210 shares 17,210 $1.04M 0.03% +1,299 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 2,687 shares; 2025Q1: 2,734 shares; 2025Q2: 7,297 shares; 2025Q3: 7,630 shares; 2025Q4: 3,758 shares; 2026Q1: 4,028 shares; 2026Q2: 4,029 shares 4,029 $1.03M 0.03% +1 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: 25,636 shares; 2024Q4: 23,364 shares; 2025Q1: 23,042 shares; 2025Q2: 22,999 shares; 2025Q3: 19,817 shares; 2025Q4: 19,032 shares; 2026Q1: 17,818 shares; 2026Q2: 20,499 shares 20,499 $1.03M 0.03% +2,681 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: 541 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 751 shares; 2025Q4: 803 shares; 2026Q1: 1,002 shares; 2026Q2: 1,066 shares 1,066 $1.02M 0.03% +64 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: 1,742 shares; 2024Q4: 2,748 shares; 2025Q1: 3,084 shares; 2025Q2: 3,693 shares; 2025Q3: 4,011 shares; 2025Q4: 3,831 shares; 2026Q1: 4,964 shares; 2026Q2: 4,552 shares 4,552 $1.01M 0.03% -412 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: 410 shares; 2024Q4: 440 shares; 2025Q1: 745 shares; 2025Q2: 1,975 shares; 2025Q3: 857 shares; 2025Q4: 3,846 shares; 2026Q1: 7,644 shares; 2026Q2: 10,109 shares 10,109 $1M 0.03% +2,465 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: 1,588 shares; 2024Q4: 1,300 shares; 2025Q1: 1,556 shares; 2025Q2: 1,545 shares; 2025Q3: 1,349 shares; 2025Q4: 1,397 shares; 2026Q1: 6,129 shares; 2026Q2: 13,933 shares 13,933 $1M 0.03% +7,804 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 3,346 shares; 2025Q1: 3,492 shares; 2025Q2: 3,747 shares; 2025Q3: 4,363 shares; 2025Q4: 4,015 shares; 2026Q1: 3,701 shares; 2026Q2: 4,183 shares 4,183 $1000K 0.03% +482 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,810 shares; 2024Q4: 52,409 shares; 2025Q1: 54,556 shares; 2025Q2: 63,337 shares; 2025Q3: 64,645 shares; 2025Q4: 61,716 shares; 2026Q1: 63,618 shares; 2026Q2: 23,409 shares 23,409 $999K 0.03% -40,209 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: 104 shares; 2024Q4: 132 shares; 2025Q1: 304 shares; 2025Q2: 572 shares; 2025Q3: 562 shares; 2025Q4: 391 shares; 2026Q1: 468 shares; 2026Q2: 3,970 shares 3,970 $999K 0.03% +3,502 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 994 shares; 2025Q1: 1,498 shares; 2025Q2: 2,773 shares; 2025Q3: 1,644 shares; 2025Q4: 5,221 shares; 2026Q1: 5,463 shares; 2026Q2: 10,867 shares 10,867 $996K 0.03% +5,404 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: 557 shares; 2024Q4: 558 shares; 2025Q1: 1,659 shares; 2025Q2: 2,449 shares; 2025Q3: 1,523 shares; 2025Q4: 1,952 shares; 2026Q1: 7,290 shares; 2026Q2: 7,819 shares 7,819 $988K 0.03% +529 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,578 shares; 2024Q4: 1,855 shares; 2025Q1: 3,202 shares; 2025Q2: 4,854 shares; 2025Q3: 3,354 shares; 2025Q4: 6,048 shares; 2026Q1: 12,487 shares; 2026Q2: 29,000 shares 29,000 $986K 0.03% +16,513 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: 16,747 shares; 2024Q4: 16,707 shares; 2025Q1: 16,450 shares; 2025Q2: 16,507 shares; 2025Q3: 15,401 shares; 2025Q4: 15,121 shares; 2026Q1: 14,796 shares; 2026Q2: 14,536 shares 14,536 $985K 0.03% -260 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,753 shares; 2024Q4: 2,171 shares; 2025Q1: 5,517 shares; 2025Q2: 4,332 shares; 2025Q3: 5,313 shares; 2025Q4: 4,956 shares; 2026Q1: 5,688 shares; 2026Q2: 5,136 shares 5,136 $978K 0.03% -552 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 1,189 shares; 2025Q1: 2,362 shares; 2025Q2: 2,118 shares; 2025Q3: 1,971 shares; 2025Q4: 2,064 shares; 2026Q1: 2,572 shares; 2026Q2: 9,048 shares 9,048 $977K 0.03% +6,476 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 678 shares; 2025Q3: 1,517 shares; 2025Q4: 1,214 shares; 2026Q1: 754 shares; 2026Q2: 1,522 shares 1,522 $975K 0.03% +768 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 85 shares; 2025Q1: 176 shares; 2025Q2: 6,969 shares; 2025Q3: 6,906 shares; 2025Q4: 7,008 shares; 2026Q1: 457 shares; 2026Q2: 6,982 shares 6,982 $970K 0.03% +6,525 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: 166,996 shares; 2024Q4: 191,966 shares; 2025Q1: 188,186 shares; 2025Q2: 74,342 shares; 2025Q3: 48,651 shares; 2025Q4: 39,685 shares; 2026Q1: 76,423 shares; 2026Q2: 11,790 shares 11,790 $968K 0.03% -64,633 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: 699 shares; 2024Q4: 166 shares; 2025Q1: 870 shares; 2025Q2: 348 shares; 2025Q3: 2,926 shares; 2025Q4: 3,793 shares; 2026Q1: 1,985 shares; 2026Q2: 2,242 shares 2,242 $967K 0.03% +257 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: 2,086 shares; 2024Q4: 2,128 shares; 2025Q1: 2,729 shares; 2025Q2: 5,215 shares; 2025Q3: 5,124 shares; 2025Q4: 4,423 shares; 2026Q1: 5,494 shares; 2026Q2: 6,683 shares 6,683 $966K 0.03% +1,189 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,237 shares; 2024Q4: 29,146 shares; 2025Q1: 26,033 shares; 2025Q2: 29,411 shares; 2025Q3: 24,947 shares; 2025Q4: 19,152 shares; 2026Q1: 19,427 shares; 2026Q2: 18,247 shares 18,247 $963K 0.03% -1,180 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,069 shares; 2024Q4: 4,878 shares; 2025Q1: 4,718 shares; 2025Q2: 4,680 shares; 2025Q3: 4,588 shares; 2025Q4: 3,657 shares; 2026Q1: 3,696 shares; 2026Q2: 3,941 shares 3,941 $958K 0.03% +245 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 227 shares; 2025Q1: 315 shares; 2025Q2: 343 shares; 2025Q3: 383 shares; 2025Q4: 445 shares; 2026Q1: 746 shares; 2026Q2: 798 shares 798 $953K 0.03% +52 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: 6,698 shares; 2024Q4: 7,847 shares; 2025Q1: 7,045 shares; 2025Q2: 8,706 shares; 2025Q3: 7,641 shares; 2025Q4: 7,599 shares; 2026Q1: 7,617 shares; 2026Q2: 8,636 shares 8,636 $953K 0.03% +1,019 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,239 shares; 2025Q2: 3,413 shares; 2025Q3: 3,268 shares; 2025Q4: 3,269 shares; 2026Q1: 3,289 shares; 2026Q2: 3,253 shares 3,253 $945K 0.02% -36 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 3,954 shares; 2025Q1: 5,112 shares; 2025Q2: 6,036 shares; 2025Q3: 5,716 shares; 2025Q4: 6,041 shares; 2026Q1: 5,846 shares; 2026Q2: 5,755 shares 5,755 $945K 0.02% -91 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 492 shares; 2025Q1: 610 shares; 2025Q2: 10,384 shares; 2025Q3: 14,016 shares; 2025Q4: 14,016 shares; 2026Q1: 14,108 shares; 2026Q2: 10,151 shares 10,151 $935K 0.02% -3,957 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,367 shares; 2024Q4: 3,170 shares; 2025Q1: 3,866 shares; 2025Q2: 6,904 shares; 2025Q3: 6,767 shares; 2025Q4: 7,522 shares; 2026Q1: 8,163 shares; 2026Q2: 9,878 shares 9,878 $923K 0.02% +1,715 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 152 shares; 2025Q1: 25,170 shares; 2025Q2: 24,285 shares; 2025Q3: 23,876 shares; 2025Q4: 22,150 shares; 2026Q1: 21,425 shares; 2026Q2: 20,672 shares 20,672 $918K 0.02% -753 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,819 shares; 2024Q4: 44,406 shares; 2025Q1: 41,827 shares; 2025Q2: 33,349 shares; 2025Q3: 33,384 shares; 2025Q4: 31,918 shares; 2026Q1: 32,259 shares; 2026Q2: 33,175 shares 33,175 $916K 0.02% +916 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: 7,324 shares; 2024Q4: 8,220 shares; 2025Q1: 9,746 shares; 2025Q2: 9,473 shares; 2025Q3: 10,165 shares; 2025Q4: 9,694 shares; 2026Q1: 8,159 shares; 2026Q2: 8,467 shares 8,467 $910K 0.02% +308 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,327 shares; 2025Q1: 2,694 shares; 2025Q2: 2,707 shares; 2025Q3: 2,878 shares; 2025Q4: 2,997 shares; 2026Q1: 3,482 shares; 2026Q2: 2,866 shares 2,866 $910K 0.02% -616 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 103 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,435 shares 50,435 $901K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,542 shares; 2024Q4: 2,985 shares; 2025Q1: 4,126 shares; 2025Q2: 4,823 shares; 2025Q3: 4,795 shares; 2025Q4: 5,634 shares; 2026Q1: 7,942 shares; 2026Q2: 8,700 shares 8,700 $900K 0.02% +758 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,807 shares; 2024Q4: 4,967 shares; 2025Q1: 5,321 shares; 2025Q2: 6,046 shares; 2025Q3: 6,153 shares; 2025Q4: 6,066 shares; 2026Q1: 7,452 shares; 2026Q2: 8,326 shares 8,326 $892K 0.02% +874 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 265 shares; 2025Q1: 294 shares; 2025Q2: 4,530 shares; 2025Q3: 3,388 shares; 2025Q4: 3,142 shares; 2026Q1: 317 shares; 2026Q2: 3,147 shares 3,147 $891K 0.02% +2,830 Timeline SDG 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: 5,968 shares; 2025Q2: 6,834 shares; 2025Q3: 6,834 shares; 2025Q4: 7,998 shares; 2026Q1: 8,845 shares; 2026Q2: 9,926 shares 9,926 $888K 0.02% +1,081 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: 339 shares; 2024Q4: 413 shares; 2025Q1: 671 shares; 2025Q2: 1,277 shares; 2025Q3: 3,523 shares; 2025Q4: 3,349 shares; 2026Q1: 4,770 shares; 2026Q2: 3,462 shares 3,462 $881K 0.02% -1,308 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: 423 shares; 2024Q4: 456 shares; 2025Q1: 555 shares; 2025Q2: 764 shares; 2025Q3: 800 shares; 2025Q4: 889 shares; 2026Q1: 1,152 shares; 2026Q2: 1,217 shares 1,217 $876K 0.02% +65 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: 19,783 shares; 2024Q4: 20,940 shares; 2025Q1: 22,110 shares; 2025Q2: 20,810 shares; 2025Q3: 17,599 shares; 2025Q4: 19,390 shares; 2026Q1: 22,315 shares; 2026Q2: 35,682 shares 35,682 $876K 0.02% +13,367 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: 2,981 shares; 2024Q4: 3,230 shares; 2025Q1: 3,842 shares; 2025Q2: 4,660 shares; 2025Q3: 6,081 shares; 2025Q4: 6,048 shares; 2026Q1: 6,476 shares; 2026Q2: 7,823 shares 7,823 $874K 0.02% +1,347 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 121 shares; 2025Q1: 223 shares; 2025Q2: 395 shares; 2025Q3: 555 shares; 2025Q4: 539 shares; 2026Q1: 628 shares; 2026Q2: 1,915 shares 1,915 $867K 0.02% +1,287 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: 4,269 shares; 2024Q4: 3,749 shares; 2025Q1: 3,736 shares; 2025Q2: 4,240 shares; 2025Q3: 6,801 shares; 2025Q4: 6,345 shares; 2026Q1: 7,612 shares; 2026Q2: 5,530 shares 5,530 $866K 0.02% -2,082 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,957 shares; 2024Q4: 5,605 shares; 2025Q1: 6,639 shares; 2025Q2: 12,230 shares; 2025Q3: 14,667 shares; 2025Q4: 15,036 shares; 2026Q1: 17,440 shares; 2026Q2: 18,185 shares 18,185 $864K 0.02% +745 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: 1,626 shares; 2024Q4: 1,242 shares; 2025Q1: 1,234 shares; 2025Q2: 2,663 shares; 2025Q3: 2,825 shares; 2025Q4: 8,475 shares; 2026Q1: 9,257 shares; 2026Q2: 10,088 shares 10,088 $862K 0.02% +831 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: 8,803 shares; 2024Q4: 9,465 shares; 2025Q1: 18,608 shares; 2025Q2: 10,697 shares; 2025Q3: 10,149 shares; 2025Q4: 9,622 shares; 2026Q1: 10,176 shares; 2026Q2: 6,603 shares 6,603 $862K 0.02% -3,573 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: 705 shares; 2024Q4: 707 shares; 2025Q1: 939 shares; 2025Q2: 1,205 shares; 2025Q3: 1,326 shares; 2025Q4: 1,550 shares; 2026Q1: 2,048 shares; 2026Q2: 2,424 shares 2,424 $859K 0.02% +376 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP 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: 37,275 shares; 2026Q1: 74,077 shares; 2026Q2: 75,613 shares 75,613 $858K 0.02% +1,536 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 49 shares; 2025Q1: 135 shares; 2025Q2: 976 shares; 2025Q3: 380 shares; 2025Q4: 440 shares; 2026Q1: 940 shares; 2026Q2: 4,148 shares 4,148 $856K 0.02% +3,208 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,533 shares; 2024Q4: 5,133 shares; 2025Q1: 6,446 shares; 2025Q2: 4,678 shares; 2025Q3: 3,366 shares; 2025Q4: 3,287 shares; 2026Q1: 4,942 shares; 2026Q2: 5,060 shares 5,060 $855K 0.02% +118 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 1,017 shares; 2025Q1: 1,264 shares; 2025Q2: 1,446 shares; 2025Q3: 1,365 shares; 2025Q4: 1,478 shares; 2026Q1: 1,357 shares; 2026Q2: 2,887 shares 2,887 $855K 0.02% +1,530 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 1,994 shares; 2025Q1: 3,657 shares; 2025Q2: 3,903 shares; 2025Q3: 3,392 shares; 2025Q4: 5,635 shares; 2026Q1: 5,943 shares; 2026Q2: 16,915 shares 16,915 $853K 0.02% +10,972 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 6,759 shares; 2025Q1: 7,023 shares; 2025Q2: 7,872 shares; 2025Q3: 8,292 shares; 2025Q4: 8,360 shares; 2026Q1: 8,645 shares; 2026Q2: 8,967 shares 8,967 $852K 0.02% +322 Timeline PRFZ 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: 12,198 shares; 2024Q4: 14,599 shares; 2025Q1: 14,603 shares; 2025Q2: 15,372 shares; 2025Q3: 15,381 shares; 2025Q4: 15,900 shares; 2026Q1: 12,748 shares; 2026Q2: 15,137 shares 15,137 $844K 0.02% +2,389 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,077 shares; 2024Q4: 3,481 shares; 2025Q1: 4,416 shares; 2025Q2: 3,933 shares; 2025Q3: 3,732 shares; 2025Q4: 3,479 shares; 2026Q1: 3,103 shares; 2026Q2: 3,007 shares 3,007 $838K 0.02% -96 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 499 shares; 2025Q4: 677 shares; 2026Q1: 806 shares; 2026Q2: 11,120 shares 11,120 $833K 0.02% +10,314 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,000 shares; 2025Q1: 2,220 shares; 2025Q2: 2,150 shares; 2025Q3: 14,424 shares; 2025Q4: 14,385 shares; 2026Q1: 15,450 shares; 2026Q2: 15,824 shares 15,824 $828K 0.02% +374 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 188 shares; 2025Q1: 252 shares; 2025Q2: 226 shares; 2025Q3: 1,985 shares; 2025Q4: 2,014 shares; 2026Q1: 2,150 shares; 2026Q2: 5,074 shares 5,074 $827K 0.02% +2,924 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,357 shares; 2024Q4: 6,917 shares; 2025Q1: 5,928 shares; 2025Q2: 9,746 shares; 2025Q3: 13,803 shares; 2025Q4: 16,632 shares; 2026Q1: 18,198 shares; 2026Q2: 15,104 shares 15,104 $819K 0.02% -3,094 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,680 shares; 2026Q2: 39,239 shares 39,239 $816K 0.02% +20,559 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 1,213 shares; 2025Q1: 70 shares; 2025Q2: 15 shares; 2025Q3: 775 shares; 2025Q4: 2,246 shares; 2026Q1: 2,438 shares; 2026Q2: 2,298 shares 2,298 $815K 0.02% -140 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 313 shares; 2025Q2: 421 shares; 2025Q3: 556 shares; 2025Q4: 651 shares; 2026Q1: 1,097 shares; 2026Q2: 5,891 shares 5,891 $814K 0.02% +4,794 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: 211 shares; 2024Q4: 217 shares; 2025Q1: 911 shares; 2025Q2: 830 shares; 2025Q3: 781 shares; 2025Q4: 1,104 shares; 2026Q1: 1,026 shares; 2026Q2: 1,445 shares 1,445 $810K 0.02% +419 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,003 shares; 2024Q4: 13,083 shares; 2025Q1: 12,472 shares; 2025Q2: 16,148 shares; 2025Q3: 13,816 shares; 2025Q4: 13,246 shares; 2026Q1: 12,636 shares; 2026Q2: 13,039 shares 13,039 $805K 0.02% +403 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,416 shares; 2025Q1: 2,566 shares; 2025Q2: 3,611 shares; 2025Q3: 4,215 shares; 2025Q4: 2,860 shares; 2026Q1: 3,833 shares; 2026Q2: 4,011 shares 4,011 $805K 0.02% +178 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: 11,377 shares; 2024Q4: 13,556 shares; 2025Q1: 12,947 shares; 2025Q2: 14,207 shares; 2025Q3: 13,842 shares; 2025Q4: 12,387 shares; 2026Q1: 14,907 shares; 2026Q2: 19,555 shares 19,555 $803K 0.02% +4,648 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,874 shares 10,874 $801K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: 2,132 shares; 2025Q1: 1,239 shares; 2025Q2: 1,473 shares; 2025Q3: 1,340 shares; 2025Q4: 940 shares; 2026Q1: 772 shares; 2026Q2: 9,171 shares 9,171 $793K 0.02% +8,399 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,199 shares; 2024Q4: 11,345 shares; 2025Q1: 3,272 shares; 2025Q2: 3,811 shares; 2025Q3: 3,978 shares; 2025Q4: 4,185 shares; 2026Q1: 4,257 shares; 2026Q2: 4,217 shares 4,217 $789K 0.02% -40 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,585 shares; 2025Q1: 2,216 shares; 2025Q2: 2,140 shares; 2025Q3: 2,549 shares; 2025Q4: 2,405 shares; 2026Q1: 2,681 shares; 2026Q2: 2,915 shares 2,915 $789K 0.02% +234 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 2 shares; 2025Q1: 22 shares; 2025Q2: 74 shares; 2025Q3: 6 shares; 2025Q4: 561 shares; 2026Q1: 5,658 shares; 2026Q2: 9,488 shares 9,488 $782K 0.02% +3,830 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: 10,800 shares; 2024Q4: 15,629 shares; 2025Q1: 25,603 shares; 2025Q2: 30,143 shares; 2025Q3: 29,069 shares; 2025Q4: 27,420 shares; 2026Q1: 26,862 shares; 2026Q2: 12,908 shares 12,908 $780K 0.02% -13,954 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,769 shares; 2025Q1: 5,767 shares; 2025Q2: 6,338 shares; 2025Q3: 6,209 shares; 2025Q4: 5,761 shares; 2026Q1: 7,306 shares; 2026Q2: 8,953 shares 8,953 $771K 0.02% +1,647 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: 986 shares; 2024Q4: 1,160 shares; 2025Q1: 1,319 shares; 2025Q2: 1,743 shares; 2025Q3: 1,966 shares; 2025Q4: 1,397 shares; 2026Q1: 1,854 shares; 2026Q2: 1,484 shares 1,484 $770K 0.02% -370 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 3,806 shares; 2025Q1: 6,729 shares; 2025Q2: 7,330 shares; 2025Q3: 5,909 shares; 2025Q4: 2,367 shares; 2026Q1: 3,001 shares; 2026Q2: 3,430 shares 3,430 $767K 0.02% +429 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: 64,934 shares; 2024Q4: 71,695 shares; 2025Q1: 86,158 shares; 2025Q2: 43,211 shares; 2025Q3: 38,369 shares; 2025Q4: 54,860 shares; 2026Q1: 56,100 shares; 2026Q2: 55,140 shares 55,140 $766K 0.02% -960 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,249 shares; 2024Q4: 5,339 shares; 2025Q1: 1,881 shares; 2025Q2: 2,000 shares; 2025Q3: 3,755 shares; 2025Q4: 4,452 shares; 2026Q1: 6,020 shares; 2026Q2: 6,926 shares 6,926 $766K 0.02% +906 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 4,493 shares; 2025Q1: 5,331 shares; 2025Q2: 5,721 shares; 2025Q3: 4,163 shares; 2025Q4: 3,668 shares; 2026Q1: 4,127 shares; 2026Q2: 6,296 shares 6,296 $764K 0.02% +2,169 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,807 shares; 2025Q1: 8,275 shares; 2025Q2: 10,516 shares; 2025Q3: 10,680 shares; 2025Q4: 10,487 shares; 2026Q1: 11,192 shares; 2026Q2: 11,886 shares 11,886 $761K 0.02% +694 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 11,635 shares; 2025Q1: 10,572 shares; 2025Q2: 11,832 shares; 2025Q3: 12,423 shares; 2025Q4: 20,911 shares; 2026Q1: 15,129 shares; 2026Q2: 13,482 shares 13,482 $759K 0.02% -1,647 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 51 shares; 2025Q2: 53 shares; 2025Q3: 87 shares; 2025Q4: 188 shares; 2026Q1: 1,024 shares; 2026Q2: 7,015 shares 7,015 $759K 0.02% +5,991 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 100 shares; 2025Q4: 480 shares; 2026Q1: 7,060 shares; 2026Q2: 46,450 shares 46,450 $758K 0.02% +39,390 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 1,967 shares; 2025Q1: 3,441 shares; 2025Q2: 3,581 shares; 2025Q3: 2,406 shares; 2025Q4: 2,207 shares; 2026Q1: 2,184 shares; 2026Q2: 2,296 shares 2,296 $758K 0.02% +112 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 2,208 shares; 2026Q1: 10,911 shares; 2026Q2: 11,178 shares 11,178 $755K 0.02% +267 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,098 shares; 2024Q4: 4,889 shares; 2025Q1: 5,323 shares; 2025Q2: 6,174 shares; 2025Q3: 6,320 shares; 2025Q4: 6,472 shares; 2026Q1: 7,031 shares; 2026Q2: 8,043 shares 8,043 $753K 0.02% +1,012 Timeline BSJS 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: 8,045 shares; 2024Q4: 7,679 shares; 2025Q1: 7,735 shares; 2025Q2: 7,866 shares; 2025Q3: 7,994 shares; 2025Q4: 6,261 shares; 2026Q1: 20,911 shares; 2026Q2: 34,527 shares 34,527 $751K 0.02% +13,616 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 1,797 shares; 2025Q3: 4,890 shares; 2025Q4: 3,640 shares; 2026Q1: 3,410 shares; 2026Q2: 56,145 shares 56,145 $746K 0.02% +52,735 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,087 shares; 2025Q1: 4,132 shares; 2025Q2: 4,766 shares; 2025Q3: 6,601 shares; 2025Q4: 6,699 shares; 2026Q1: 3,315 shares; 2026Q2: 3,623 shares 3,623 $743K 0.02% +308 Timeline NFXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,511 shares 47,511 $741K 0.02% new 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: 122 shares; 2024Q4: 272 shares; 2025Q1: 1,020 shares; 2025Q2: 867 shares; 2025Q3: 844 shares; 2025Q4: 999 shares; 2026Q1: 3,924 shares; 2026Q2: 5,384 shares 5,384 $737K 0.02% +1,460 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,419 shares; 2024Q4: 8,617 shares; 2025Q1: 9,374 shares; 2025Q2: 8,494 shares; 2025Q3: 8,356 shares; 2025Q4: 7,482 shares; 2026Q1: 7,387 shares; 2026Q2: 7,010 shares 7,010 $729K 0.02% -377 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,395 shares; 2024Q4: 6,763 shares; 2025Q1: 6,507 shares; 2025Q2: 7,154 shares; 2025Q3: 7,559 shares; 2025Q4: 8,713 shares; 2026Q1: 13,064 shares; 2026Q2: 10,174 shares 10,174 $728K 0.02% -2,890 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: 379 shares; 2024Q4: 369 shares; 2025Q1: 376 shares; 2025Q2: 575 shares; 2025Q3: 801 shares; 2025Q4: 1,065 shares; 2026Q1: 1,218 shares; 2026Q2: 1,958 shares 1,958 $726K 0.02% +740 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,054 shares; 2025Q1: 41,486 shares; 2025Q2: 38,002 shares; 2025Q3: 37,743 shares; 2025Q4: 27,001 shares; 2026Q1: 26,055 shares; 2026Q2: 24,377 shares 24,377 $725K 0.02% -1,678 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 7,065 shares; 2025Q1: 7,365 shares; 2025Q2: 6,398 shares; 2025Q3: 6,398 shares; 2025Q4: 7,798 shares; 2026Q1: 10,208 shares; 2026Q2: 11,649 shares 11,649 $724K 0.02% +1,441 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: 2,204 shares; 2024Q4: 2,272 shares; 2025Q1: 2,210 shares; 2025Q2: 2,240 shares; 2025Q3: 2,221 shares; 2025Q4: 2,179 shares; 2026Q1: 1,435 shares; 2026Q2: 5,802 shares 5,802 $720K 0.02% +4,367 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,213 shares 3,213 $719K 0.02% new Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,294 shares; 2026Q2: 21,602 shares 21,602 $718K 0.02% +13,308 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 7,069 shares; 2025Q4: 8,183 shares; 2026Q1: 6,207 shares; 2026Q2: 46,513 shares 46,513 $714K 0.02% +40,306 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,128 shares; 2026Q1: 11,467 shares; 2026Q2: 11,853 shares 11,853 $713K 0.02% +386 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: 6,035 shares; 2024Q4: 6,172 shares; 2025Q1: 6,376 shares; 2025Q2: 7,881 shares; 2025Q3: 8,830 shares; 2025Q4: 11,517 shares; 2026Q1: 13,017 shares; 2026Q2: 14,398 shares 14,398 $710K 0.02% +1,381 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: 2,139 shares; 2024Q4: 2,706 shares; 2025Q1: 3,111 shares; 2025Q2: 3,055 shares; 2025Q3: 3,582 shares; 2025Q4: 3,194 shares; 2026Q1: 2,852 shares; 2026Q2: 3,158 shares 3,158 $707K 0.02% +306 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: 3,189 shares 3,189 $705K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,386 shares; 2024Q4: 5,723 shares; 2025Q1: 5,718 shares; 2025Q2: 5,861 shares; 2025Q3: 5,042 shares; 2025Q4: 5,079 shares; 2026Q1: 8,883 shares; 2026Q2: 9,089 shares 9,089 $705K 0.02% +206 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: 1,021 shares; 2025Q1: 1,558 shares; 2025Q2: 2,004 shares; 2025Q3: 5,412 shares; 2025Q4: 3,388 shares; 2026Q1: 6,234 shares; 2026Q2: 29,785 shares 29,785 $704K 0.02% +23,551 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 772 shares; 2025Q1: 3,291 shares; 2025Q2: 2,180 shares; 2025Q3: 40,702 shares; 2025Q4: 40,191 shares; 2026Q1: 59,154 shares; 2026Q2: 64,534 shares 64,534 $703K 0.02% +5,380 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: 4,383 shares; 2024Q4: 7,895 shares; 2025Q1: 10,488 shares; 2025Q2: 10,351 shares; 2025Q3: 10,777 shares; 2025Q4: 11,129 shares; 2026Q1: 11,626 shares; 2026Q2: 9,021 shares 9,021 $696K 0.02% -2,605 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 336 shares; 2025Q1: 386 shares; 2025Q2: 2,341 shares; 2025Q3: 3,141 shares; 2025Q4: 2,787 shares; 2026Q1: 2,787 shares; 2026Q2: 2,566 shares 2,566 $695K 0.02% -221 Timeline PRN 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: 1,964 shares; 2024Q4: 1,976 shares; 2025Q1: 2,060 shares; 2025Q2: 2,205 shares; 2025Q3: 2,424 shares; 2025Q4: 2,448 shares; 2026Q1: 2,526 shares; 2026Q2: 2,644 shares 2,644 $689K 0.02% +118 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 8 shares; 2025Q2: 7,130 shares; 2025Q3: 7,200 shares; 2025Q4: 7,513 shares; 2026Q1: 8,156 shares; 2026Q2: 9,872 shares 9,872 $683K 0.02% +1,716 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 327 shares; 2025Q1: 216 shares; 2025Q2: 942 shares; 2025Q3: 2,230 shares; 2025Q4: 2,420 shares; 2026Q1: 3,251 shares; 2026Q2: 8,665 shares 8,665 $683K 0.02% +5,414 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 433 shares; 2025Q1: 584 shares; 2025Q2: 717 shares; 2025Q3: 784 shares; 2025Q4: 1,414 shares; 2026Q1: 1,118 shares; 2026Q2: 1,765 shares 1,765 $683K 0.02% +647 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,086 shares; 2024Q4: 6,831 shares; 2025Q1: 7,443 shares; 2025Q2: 7,747 shares; 2025Q3: 8,085 shares; 2025Q4: 8,464 shares; 2026Q1: 12,165 shares; 2026Q2: 13,300 shares 13,300 $679K 0.02% +1,135 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: 9,376 shares; 2024Q4: 13,119 shares; 2025Q1: 12,784 shares; 2025Q2: 14,267 shares; 2025Q3: 15,210 shares; 2025Q4: 14,233 shares; 2026Q1: 19,235 shares; 2026Q2: 21,231 shares 21,231 $679K 0.02% +1,996 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 4,429 shares; 2025Q3: 4,448 shares; 2025Q4: 4,546 shares; 2026Q1: 86 shares; 2026Q2: 4,845 shares 4,845 $678K 0.02% +4,759 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 1,550 shares; 2025Q1: 2,907 shares; 2025Q2: 3,280 shares; 2025Q3: 3,120 shares; 2025Q4: 2,788 shares; 2026Q1: 501 shares; 2026Q2: 2,416 shares 2,416 $676K 0.02% +1,915 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: 1,428 shares; 2024Q4: 1,442 shares; 2025Q1: 1,503 shares; 2025Q2: 1,591 shares; 2025Q3: 1,803 shares; 2025Q4: 1,728 shares; 2026Q1: 1,872 shares; 2026Q2: 1,951 shares 1,951 $669K 0.02% +79 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: 496 shares; 2025Q1: 613 shares; 2025Q2: 742 shares; 2025Q3: 887 shares; 2025Q4: 892 shares; 2026Q1: 715 shares; 2026Q2: 845 shares 845 $669K 0.02% +130 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: 3,270 shares; 2024Q4: 5,588 shares; 2025Q1: 5,350 shares; 2025Q2: 5,003 shares; 2025Q3: 5,075 shares; 2025Q4: 5,092 shares; 2026Q1: 5,246 shares; 2026Q2: 6,919 shares 6,919 $667K 0.02% +1,673 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,984 shares; 2024Q4: 4,722 shares; 2025Q1: 5,323 shares; 2025Q2: 4,741 shares; 2025Q3: 1,915 shares; 2025Q4: 2,516 shares; 2026Q1: 1,904 shares; 2026Q2: 1,817 shares 1,817 $663K 0.02% -87 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 274 shares; 2025Q1: 1,675 shares; 2025Q2: 2,829 shares; 2025Q3: 3,388 shares; 2025Q4: 4,593 shares; 2026Q1: 5,552 shares; 2026Q2: 6,871 shares 6,871 $660K 0.02% +1,319 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,736 shares; 2025Q1: 2,984 shares; 2025Q2: 3,345 shares; 2025Q3: 1,809 shares; 2025Q4: 1,618 shares; 2026Q1: 3,436 shares; 2026Q2: 3,716 shares 3,716 $659K 0.02% +280 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,468 shares; 2024Q4: 4,111 shares; 2025Q1: 7,690 shares; 2025Q2: 8,822 shares; 2025Q3: 8,810 shares; 2025Q4: 8,145 shares; 2026Q1: 8,381 shares; 2026Q2: 8,301 shares 8,301 $655K 0.02% -80 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: 970 shares; 2024Q4: 970 shares; 2025Q1: 1,266 shares; 2025Q2: 1,466 shares; 2025Q3: 2,681 shares; 2025Q4: 5,673 shares; 2026Q1: 8,716 shares; 2026Q2: 9,953 shares 9,953 $653K 0.02% +1,237 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 71 shares; 2025Q1: 3,408 shares; 2025Q2: 3,615 shares; 2025Q3: 3,517 shares; 2025Q4: 3,610 shares; 2026Q1: 4,189 shares; 2026Q2: 4,667 shares 4,667 $649K 0.02% +478 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,730 shares; 2024Q4: 1,415 shares; 2025Q1: 2,160 shares; 2025Q2: 585 shares; 2025Q3: 2,345 shares; 2025Q4: 2,223 shares; 2026Q1: 2,355 shares; 2026Q2: 6,689 shares 6,689 $648K 0.02% +4,334 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 62 shares; 2026Q2: 10,957 shares 10,957 $647K 0.02% +10,895 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 486 shares; 2025Q1: 836 shares; 2025Q2: 811 shares; 2025Q3: 863 shares; 2025Q4: 1,087 shares; 2026Q1: 1,319 shares; 2026Q2: 1,302 shares 1,302 $647K 0.02% -17 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 208 shares; 2025Q1: 436 shares; 2025Q2: 743 shares; 2025Q3: 1,037 shares; 2025Q4: 1,013 shares; 2026Q1: 1,351 shares; 2026Q2: 2,477 shares 2,477 $646K 0.02% +1,126 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,062 shares; 2025Q1: 702 shares; 2025Q2: 752 shares; 2025Q3: 2,756 shares; 2025Q4: 2,351 shares; 2026Q1: 6,150 shares; 2026Q2: 6,753 shares 6,753 $645K 0.02% +603 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 459 shares; 2025Q1: 633 shares; 2025Q2: 895 shares; 2025Q3: 671 shares; 2025Q4: 532 shares; 2026Q1: 580 shares; 2026Q2: 566 shares 566 $641K 0.02% -14 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 228 shares; 2025Q1: 670 shares; 2025Q2: 1,155 shares; 2025Q3: 1,134 shares; 2025Q4: 1,378 shares; 2026Q1: 1,413 shares; 2026Q2: 1,574 shares 1,574 $641K 0.02% +161 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 3,574 shares; 2025Q1: 3,581 shares; 2025Q2: 3,589 shares; 2025Q3: 3,596 shares; 2025Q4: 3,605 shares; 2026Q1: 3,613 shares; 2026Q2: 3,510 shares 3,510 $640K 0.02% -103 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 750 shares; 2025Q4: 758 shares; 2026Q1: 26,370 shares; 2026Q2: 23,401 shares 23,401 $637K 0.02% -2,969 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,901 shares; 2025Q1: 789 shares; 2025Q2: 887 shares; 2025Q3: 1,077 shares; 2025Q4: 1,352 shares; 2026Q1: 1,692 shares; 2026Q2: 1,811 shares 1,811 $634K 0.02% +119 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,987 shares; 2025Q1: 5,181 shares; 2025Q2: 5,994 shares; 2025Q3: 6,904 shares; 2025Q4: 5,646 shares; 2026Q1: 2,059 shares; 2026Q2: 1,310 shares 1,310 $634K 0.02% -749 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: 10 shares; 2024Q4: 12 shares; 2025Q1: 273 shares; 2025Q2: 254 shares; 2025Q3: 326 shares; 2025Q4: 477 shares; 2026Q1: 797 shares; 2026Q2: 2,463 shares 2,463 $630K 0.02% +1,666 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,227 shares; 2024Q4: 8,550 shares; 2025Q1: 15,894 shares; 2025Q2: 18,309 shares; 2025Q3: 9,730 shares; 2025Q4: 8,563 shares; 2026Q1: 20,246 shares; 2026Q2: 23,442 shares 23,442 $625K 0.02% +3,196 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: 1,651 shares; 2024Q4: 1,753 shares; 2025Q1: 1,906 shares; 2025Q2: 2,400 shares; 2025Q3: 2,657 shares; 2025Q4: 2,717 shares; 2026Q1: 3,132 shares; 2026Q2: 3,264 shares 3,264 $621K 0.02% +132 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 1,485 shares; 2025Q2: 1,642 shares; 2025Q3: 2,023 shares; 2025Q4: 2,181 shares; 2026Q1: 2,444 shares; 2026Q2: 2,728 shares 2,728 $619K 0.02% +284 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 9,774 shares 9,774 $619K 0.02% +9,542 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: 108 shares; 2024Q4: 96 shares; 2025Q1: 366 shares; 2025Q2: 248 shares; 2025Q3: 201 shares; 2025Q4: 229 shares; 2026Q1: 513 shares; 2026Q2: 593 shares 593 $618K 0.02% +80 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 45 shares; 2025Q1: 213 shares; 2025Q2: 151 shares; 2025Q3: 123 shares; 2025Q4: 120 shares; 2026Q1: 1,602 shares; 2026Q2: 2,110 shares 2,110 $617K 0.02% +508 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 1,395 shares; 2025Q1: 2,046 shares; 2025Q2: 3,589 shares; 2025Q3: 3,256 shares; 2025Q4: 8,057 shares; 2026Q1: 11,873 shares; 2026Q2: 12,136 shares 12,136 $617K 0.02% +263 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 13 shares; 2025Q1: 58 shares; 2025Q2: 127 shares; 2025Q3: 6 shares; 2025Q4: 175 shares; 2026Q1: 386 shares; 2026Q2: 4,472 shares 4,472 $616K 0.02% +4,086 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 990 shares; 2026Q2: 5,396 shares 5,396 $614K 0.02% +4,406 Timeline