NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052,425 shares; 2024Q4: 1,032,620 shares; 2025Q1: 1,015,400 shares; 2025Q2: 1,014,359 shares; 2025Q3: 948,008 shares; 2025Q4: 899,493 shares; 2026Q1: 887,565 shares; 2026Q2: 873,950 shares 873,950 $175M 6.39% -13,615 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,028 shares; 2024Q4: 470,036 shares; 2025Q1: 480,962 shares; 2025Q2: 494,163 shares; 2025Q3: 501,734 shares; 2025Q4: 500,553 shares; 2026Q1: 504,340 shares; 2026Q2: 507,282 shares 507,282 $139M 5.07% +2,942 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: 259,265 shares; 2024Q4: 257,090 shares; 2025Q1: 257,269 shares; 2025Q2: 256,329 shares; 2025Q3: 242,037 shares; 2025Q4: 237,734 shares; 2026Q1: 241,303 shares; 2026Q2: 244,014 shares 244,014 $70.6M 2.58% +2,711 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: 172,560 shares; 2024Q4: 175,807 shares; 2025Q1: 182,101 shares; 2025Q2: 184,840 shares; 2025Q3: 190,774 shares; 2025Q4: 191,992 shares; 2026Q1: 193,401 shares; 2026Q2: 758,002 shares 758,002 $61.1M 2.23% +564,601 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,513 shares; 2024Q4: 115,811 shares; 2025Q1: 119,371 shares; 2025Q2: 119,538 shares; 2025Q3: 121,543 shares; 2025Q4: 122,434 shares; 2026Q1: 126,300 shares; 2026Q2: 621,914 shares 621,914 $54.7M 2% +495,614 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: 56,482 shares; 2024Q4: 58,146 shares; 2025Q1: 59,460 shares; 2025Q2: 62,691 shares; 2025Q3: 62,786 shares; 2025Q4: 64,392 shares; 2026Q1: 67,902 shares; 2026Q2: 70,652 shares 70,652 $48.5M 1.77% +2,750 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: 515,689 shares; 2024Q4: 525,857 shares; 2025Q1: 539,171 shares; 2025Q2: 551,560 shares; 2025Q3: 560,704 shares; 2025Q4: 559,880 shares; 2026Q1: 582,227 shares; 2026Q2: 609,022 shares 609,022 $43.4M 1.59% +26,795 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: 670,733 shares; 2024Q4: 660,247 shares; 2025Q1: 677,086 shares; 2025Q2: 681,707 shares; 2025Q3: 686,193 shares; 2025Q4: 701,768 shares; 2026Q1: 734,098 shares; 2026Q2: 763,756 shares 763,756 $40.3M 1.47% +29,658 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: 107,463 shares; 2024Q4: 107,312 shares; 2025Q1: 106,987 shares; 2025Q2: 104,807 shares; 2025Q3: 104,314 shares; 2025Q4: 104,094 shares; 2026Q1: 110,036 shares; 2026Q2: 109,988 shares 109,988 $37.8M 1.38% -48 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: 100,703 shares; 2024Q4: 95,020 shares; 2025Q1: 98,777 shares; 2025Q2: 98,445 shares; 2025Q3: 97,543 shares; 2025Q4: 96,831 shares; 2026Q1: 95,888 shares; 2026Q2: 98,890 shares 98,890 $34.9M 1.28% +3,002 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: 351,511 shares; 2024Q4: 425,164 shares; 2025Q1: 459,636 shares; 2025Q2: 499,781 shares; 2025Q3: 515,922 shares; 2025Q4: 552,128 shares; 2026Q1: 602,484 shares; 2026Q2: 663,554 shares 663,554 $34.8M 1.27% +61,070 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462,524 shares; 2024Q4: 1,078,008 shares; 2025Q1: 1,138,258 shares; 2025Q2: 1,177,227 shares; 2025Q3: 1,236,117 shares; 2025Q4: 1,284,869 shares; 2026Q1: 1,364,383 shares; 2026Q2: 1,420,725 shares 1,420,725 $34.3M 1.25% +56,342 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: 115,148 shares; 2024Q4: 115,665 shares; 2025Q1: 118,154 shares; 2025Q2: 116,307 shares; 2025Q3: 113,081 shares; 2025Q4: 111,104 shares; 2026Q1: 111,460 shares; 2026Q2: 110,711 shares 110,711 $33.6M 1.23% -749 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: 91,242 shares; 2024Q4: 93,141 shares; 2025Q1: 93,837 shares; 2025Q2: 93,809 shares; 2025Q3: 91,276 shares; 2025Q4: 89,044 shares; 2026Q1: 87,490 shares; 2026Q2: 87,273 shares 87,273 $32.6M 1.19% -217 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: 92,995 shares; 2024Q4: 93,903 shares; 2025Q1: 93,083 shares; 2025Q2: 94,921 shares; 2025Q3: 90,857 shares; 2025Q4: 90,379 shares; 2026Q1: 90,695 shares; 2026Q2: 92,064 shares 92,064 $30.1M 1.1% +1,369 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: 566,738 shares; 2024Q4: 1,108,855 shares; 2025Q1: 1,097,523 shares; 2025Q2: 1,101,763 shares; 2025Q3: 1,082,043 shares; 2025Q4: 1,084,813 shares; 2026Q1: 1,101,452 shares; 2026Q2: 1,081,948 shares 1,081,948 $30M 1.1% -19,504 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,705 shares; 2024Q4: 147,063 shares; 2025Q1: 159,091 shares; 2025Q2: 163,716 shares; 2025Q3: 169,269 shares; 2025Q4: 168,967 shares; 2026Q1: 176,079 shares; 2026Q2: 182,380 shares 182,380 $29.8M 1.09% +6,301 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: 196,854 shares; 2024Q4: 203,301 shares; 2025Q1: 233,026 shares; 2025Q2: 240,586 shares; 2025Q3: 287,171 shares; 2025Q4: 305,124 shares; 2026Q1: 323,632 shares; 2026Q2: 353,641 shares 353,641 $26.7M 0.98% +30,009 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: 85,148 shares; 2024Q4: 88,942 shares; 2025Q1: 92,883 shares; 2025Q2: 97,175 shares; 2025Q3: 99,421 shares; 2025Q4: 100,016 shares; 2026Q1: 101,676 shares; 2026Q2: 107,243 shares 107,243 $25.6M 0.93% +5,567 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: 36,530 shares; 2024Q4: 36,519 shares; 2025Q1: 35,723 shares; 2025Q2: 35,761 shares; 2025Q3: 32,282 shares; 2025Q4: 32,054 shares; 2026Q1: 31,814 shares; 2026Q2: 31,237 shares 31,237 $23.4M 0.85% -577 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,634 shares; 2024Q4: 234,855 shares; 2025Q1: 242,234 shares; 2025Q2: 243,359 shares; 2025Q3: 259,558 shares; 2025Q4: 276,298 shares; 2026Q1: 297,401 shares; 2026Q2: 308,855 shares 308,855 $22.7M 0.83% +11,454 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: 195,222 shares; 2024Q4: 198,689 shares; 2025Q1: 194,957 shares; 2025Q2: 201,564 shares; 2025Q3: 198,918 shares; 2025Q4: 195,158 shares; 2026Q1: 195,926 shares; 2026Q2: 195,861 shares 195,861 $22.2M 0.81% -65 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,885 shares; 2024Q4: 164,280 shares; 2025Q1: 182,023 shares; 2025Q2: 189,132 shares; 2025Q3: 203,373 shares; 2025Q4: 216,666 shares; 2026Q1: 221,906 shares; 2026Q2: 227,389 shares 227,389 $21.5M 0.79% +5,483 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: 293,965 shares; 2024Q4: 291,493 shares; 2025Q1: 287,251 shares; 2025Q2: 295,652 shares; 2025Q3: 289,504 shares; 2025Q4: 284,634 shares; 2026Q1: 282,333 shares; 2026Q2: 276,503 shares 276,503 $21.3M 0.78% -5,830 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: 235,823 shares; 2024Q4: 702,492 shares; 2025Q1: 705,265 shares; 2025Q2: 697,746 shares; 2025Q3: 690,856 shares; 2025Q4: 670,671 shares; 2026Q1: 662,085 shares; 2026Q2: 655,172 shares 655,172 $19.3M 0.7% -6,913 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: 79,045 shares; 2024Q4: 79,674 shares; 2025Q1: 79,861 shares; 2025Q2: 79,423 shares; 2025Q3: 76,215 shares; 2025Q4: 76,215 shares; 2026Q1: 75,024 shares; 2026Q2: 74,935 shares 74,935 $18.9M 0.69% -89 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: 138,000 shares; 2024Q4: 138,000 shares; 2025Q1: 140,178 shares; 2025Q2: 164,410 shares; 2025Q3: 278,136 shares; 2025Q4: 517,311 shares; 2026Q1: 601,703 shares; 2026Q2: 623,701 shares 623,701 $18.8M 0.69% +21,998 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: 185,938 shares; 2024Q4: 182,606 shares; 2025Q1: 184,949 shares; 2025Q2: 191,572 shares; 2025Q3: 188,286 shares; 2025Q4: 185,419 shares; 2026Q1: 185,547 shares; 2026Q2: 188,777 shares 188,777 $18.1M 0.66% +3,230 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: 175,261 shares; 2024Q4: 183,432 shares; 2025Q1: 198,925 shares; 2025Q2: 218,130 shares; 2025Q3: 237,546 shares; 2025Q4: 246,180 shares; 2026Q1: 264,378 shares; 2026Q2: 285,266 shares 285,266 $17M 0.62% +20,888 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: 2,787 shares; 2024Q4: 2,791 shares; 2025Q1: 2,845 shares; 2025Q2: 16,880 shares; 2025Q3: 16,445 shares; 2025Q4: 22,684 shares; 2026Q1: 85,436 shares; 2026Q2: 148,537 shares 148,537 $16.3M 0.59% +63,101 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: 14,178 shares; 2024Q4: 14,358 shares; 2025Q1: 14,708 shares; 2025Q2: 14,897 shares; 2025Q3: 15,046 shares; 2025Q4: 15,116 shares; 2026Q1: 15,236 shares; 2026Q2: 15,137 shares 15,137 $16.1M 0.59% -99 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,930 shares; 2024Q4: 76,017 shares; 2025Q1: 87,642 shares; 2025Q2: 80,148 shares; 2025Q3: 84,529 shares; 2025Q4: 99,034 shares; 2026Q1: 110,737 shares; 2026Q2: 154,790 shares 154,790 $15.8M 0.58% +44,053 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: 47,220 shares; 2024Q4: 47,308 shares; 2025Q1: 46,253 shares; 2025Q2: 46,589 shares; 2025Q3: 44,889 shares; 2025Q4: 44,266 shares; 2026Q1: 43,240 shares; 2026Q2: 43,924 shares 43,924 $15.5M 0.57% +684 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: 44,800 shares; 2024Q4: 44,383 shares; 2025Q1: 44,141 shares; 2025Q2: 44,265 shares; 2025Q3: 42,465 shares; 2025Q4: 42,202 shares; 2026Q1: 41,960 shares; 2026Q2: 41,789 shares 41,789 $15.5M 0.57% -171 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: 164,932 shares; 2024Q4: 505,354 shares; 2025Q1: 507,242 shares; 2025Q2: 510,992 shares; 2025Q3: 512,999 shares; 2025Q4: 513,185 shares; 2026Q1: 518,199 shares; 2026Q2: 505,130 shares 505,130 $14.6M 0.53% -13,069 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: 79,034 shares; 2024Q4: 95,127 shares; 2025Q1: 108,086 shares; 2025Q2: 130,982 shares; 2025Q3: 138,190 shares; 2025Q4: 159,207 shares; 2026Q1: 152,984 shares; 2026Q2: 144,174 shares 144,174 $14.5M 0.53% -8,810 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: 35,003 shares; 2024Q4: 37,186 shares; 2025Q1: 40,271 shares; 2025Q2: 40,514 shares; 2025Q3: 40,807 shares; 2025Q4: 41,408 shares; 2026Q1: 40,710 shares; 2026Q2: 40,474 shares 40,474 $14.5M 0.53% -236 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: 183,392 shares; 2024Q4: 181,666 shares; 2025Q1: 162,216 shares; 2025Q2: 158,827 shares; 2025Q3: 148,554 shares; 2025Q4: 141,854 shares; 2026Q1: 127,956 shares; 2026Q2: 122,471 shares 122,471 $14.4M 0.53% -5,485 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: 138,845 shares; 2024Q4: 147,052 shares; 2025Q1: 150,587 shares; 2025Q2: 151,503 shares; 2025Q3: 152,994 shares; 2025Q4: 159,778 shares; 2026Q1: 176,236 shares; 2026Q2: 184,685 shares 184,685 $14.4M 0.53% +8,449 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,794 shares; 2024Q4: 16,710 shares; 2025Q1: 16,479 shares; 2025Q2: 16,184 shares; 2025Q3: 15,456 shares; 2025Q4: 15,117 shares; 2026Q1: 14,633 shares; 2026Q2: 116,495 shares 116,495 $13.9M 0.51% +101,862 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,023 shares; 2024Q4: 78,350 shares; 2025Q1: 79,494 shares; 2025Q2: 80,183 shares; 2025Q3: 80,918 shares; 2025Q4: 88,053 shares; 2026Q1: 89,206 shares; 2026Q2: 86,803 shares 86,803 $13.6M 0.5% -2,403 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: 61,343 shares; 2024Q4: 61,153 shares; 2025Q1: 61,477 shares; 2025Q2: 60,958 shares; 2025Q3: 58,036 shares; 2025Q4: 57,515 shares; 2026Q1: 57,590 shares; 2026Q2: 57,182 shares 57,182 $13.5M 0.49% -408 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,174 shares; 2024Q4: 60,041 shares; 2025Q1: 60,332 shares; 2025Q2: 61,413 shares; 2025Q3: 61,769 shares; 2025Q4: 61,710 shares; 2026Q1: 63,354 shares; 2026Q2: 67,083 shares 67,083 $13.3M 0.48% +3,729 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: 93,317 shares; 2024Q4: 277,346 shares; 2025Q1: 285,014 shares; 2025Q2: 288,425 shares; 2025Q3: 282,215 shares; 2025Q4: 303,065 shares; 2026Q1: 382,404 shares; 2026Q2: 422,705 shares 422,705 $13.1M 0.48% +40,301 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: 17,134 shares; 2024Q4: 17,299 shares; 2025Q1: 17,189 shares; 2025Q2: 17,012 shares; 2025Q3: 16,347 shares; 2025Q4: 16,342 shares; 2026Q1: 16,952 shares; 2026Q2: 17,227 shares 17,227 $12.9M 0.47% +275 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: 19,118 shares; 2024Q4: 19,754 shares; 2025Q1: 19,087 shares; 2025Q2: 19,014 shares; 2025Q3: 18,249 shares; 2025Q4: 18,162 shares; 2026Q1: 17,876 shares; 2026Q2: 17,430 shares 17,430 $12.8M 0.47% -446 Timeline VPLS 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: 12,491 shares; 2024Q4: 22,553 shares; 2025Q1: 45,212 shares; 2025Q2: 60,520 shares; 2025Q3: 86,486 shares; 2025Q4: 124,521 shares; 2026Q1: 150,222 shares; 2026Q2: 165,370 shares 165,370 $12.8M 0.47% +15,148 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: 106,072 shares; 2024Q4: 107,133 shares; 2025Q1: 105,493 shares; 2025Q2: 106,134 shares; 2025Q3: 98,621 shares; 2025Q4: 92,263 shares; 2026Q1: 92,820 shares; 2026Q2: 91,713 shares 91,713 $12.7M 0.47% -1,107 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: 23,789 shares; 2025Q1: 24,235 shares; 2025Q2: 26,534 shares; 2025Q3: 27,485 shares; 2025Q4: 27,485 shares; 2026Q1: 28,449 shares; 2026Q2: 28,449 shares 28,449 $12.3M 0.45% 0 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: 141,044 shares; 2024Q4: 406,905 shares; 2025Q1: 380,430 shares; 2025Q2: 369,685 shares; 2025Q3: 357,136 shares; 2025Q4: 338,592 shares; 2026Q1: 335,376 shares; 2026Q2: 332,075 shares 332,075 $12.2M 0.45% -3,301 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,934 shares; 2024Q4: 117,538 shares; 2025Q1: 117,588 shares; 2025Q2: 117,035 shares; 2025Q3: 113,865 shares; 2025Q4: 112,765 shares; 2026Q1: 112,790 shares; 2026Q2: 112,115 shares 112,115 $12M 0.44% -675 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,801 shares; 2025Q2: 37,751 shares; 2025Q3: 43,637 shares; 2025Q4: 44,537 shares; 2026Q1: 45,037 shares; 2026Q2: 42,944 shares 42,944 $11.9M 0.43% -2,093 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: 141,236 shares; 2024Q4: 140,007 shares; 2025Q1: 140,127 shares; 2025Q2: 139,561 shares; 2025Q3: 129,378 shares; 2025Q4: 133,810 shares; 2026Q1: 136,512 shares; 2026Q2: 135,955 shares 135,955 $11.8M 0.43% -557 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: 65,246 shares; 2024Q4: 66,534 shares; 2025Q1: 68,390 shares; 2025Q2: 68,511 shares; 2025Q3: 68,512 shares; 2025Q4: 67,836 shares; 2026Q1: 87,703 shares; 2026Q2: 86,422 shares 86,422 $11.8M 0.43% -1,281 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: not reported; 2024Q4: 3,438 shares; 2025Q1: 3,793 shares; 2025Q2: 3,916 shares; 2025Q3: 7,655 shares; 2025Q4: 7,545 shares; 2026Q1: 10,501 shares; 2026Q2: 10,131 shares 10,131 $11.7M 0.43% -370 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: 130,000 shares; 2024Q4: 130,000 shares; 2025Q1: 130,000 shares; 2025Q2: 132,816 shares; 2025Q3: 222,466 shares; 2025Q4: 524,804 shares; 2026Q1: 565,316 shares; 2026Q2: 613,245 shares 613,245 $11.6M 0.42% +47,929 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: 25,484 shares; 2024Q4: 25,291 shares; 2025Q1: 25,594 shares; 2025Q2: 25,374 shares; 2025Q3: 21,929 shares; 2025Q4: 18,960 shares; 2026Q1: 23,422 shares; 2026Q2: 23,008 shares 23,008 $11.5M 0.42% -414 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: 49,972 shares; 2024Q4: 48,268 shares; 2025Q1: 47,843 shares; 2025Q2: 48,116 shares; 2025Q3: 44,049 shares; 2025Q4: 41,817 shares; 2026Q1: 34,642 shares; 2026Q2: 33,440 shares 33,440 $11.5M 0.42% -1,202 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,683 shares; 2024Q4: 173,835 shares; 2025Q1: 181,021 shares; 2025Q2: 135,652 shares; 2025Q3: 137,227 shares; 2025Q4: 116,582 shares; 2026Q1: 105,454 shares; 2026Q2: 96,789 shares 96,789 $11.4M 0.42% -8,665 Timeline EWY 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: 7,927 shares; 2025Q1: 13,706 shares; 2025Q2: 14,468 shares; 2025Q3: 14,736 shares; 2025Q4: 15,468 shares; 2026Q1: 50,811 shares; 2026Q2: 55,627 shares 55,627 $11.2M 0.41% +4,816 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: 6,130 shares; 2024Q4: 6,434 shares; 2025Q1: 7,547 shares; 2025Q2: 8,576 shares; 2025Q3: 7,817 shares; 2025Q4: 7,702 shares; 2026Q1: 7,840 shares; 2026Q2: 9,341 shares 9,341 $11.2M 0.41% +1,501 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: 180,361 shares; 2024Q4: 532,642 shares; 2025Q1: 523,893 shares; 2025Q2: 487,631 shares; 2025Q3: 394,779 shares; 2025Q4: 342,376 shares; 2026Q1: 342,938 shares; 2026Q2: 349,290 shares 349,290 $11.1M 0.4% +6,352 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: 48,307 shares; 2024Q4: 51,274 shares; 2025Q1: 61,969 shares; 2025Q2: 78,525 shares; 2025Q3: 84,693 shares; 2025Q4: 100,292 shares; 2026Q1: 110,966 shares; 2026Q2: 122,934 shares 122,934 $10.9M 0.4% +11,968 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,156 shares; 2024Q4: 68,143 shares; 2025Q1: 65,253 shares; 2025Q2: 64,498 shares; 2025Q3: 62,964 shares; 2025Q4: 61,739 shares; 2026Q1: 61,504 shares; 2026Q2: 60,714 shares 60,714 $10.8M 0.4% -790 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: 53,875 shares; 2024Q4: 52,345 shares; 2025Q1: 50,190 shares; 2025Q2: 50,143 shares; 2025Q3: 47,684 shares; 2025Q4: 39,229 shares; 2026Q1: 39,019 shares; 2026Q2: 36,728 shares 36,728 $10.8M 0.4% -2,291 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: 98,979 shares; 2024Q4: 99,236 shares; 2025Q1: 96,100 shares; 2025Q2: 96,329 shares; 2025Q3: 93,124 shares; 2025Q4: 91,626 shares; 2026Q1: 88,224 shares; 2026Q2: 88,062 shares 88,062 $10.3M 0.38% -162 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: 39,507 shares; 2024Q4: 38,302 shares; 2025Q1: 40,364 shares; 2025Q2: 40,000 shares; 2025Q3: 40,361 shares; 2025Q4: 39,820 shares; 2026Q1: 40,667 shares; 2026Q2: 40,591 shares 40,591 $10.3M 0.38% -76 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: 57,226 shares; 2024Q4: 55,043 shares; 2025Q1: 55,038 shares; 2025Q2: 54,672 shares; 2025Q3: 53,594 shares; 2025Q4: 54,007 shares; 2026Q1: 59,208 shares; 2026Q2: 60,277 shares 60,277 $9.99M 0.37% +1,069 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: 39,481 shares; 2024Q4: 39,297 shares; 2025Q1: 39,322 shares; 2025Q2: 40,124 shares; 2025Q3: 38,555 shares; 2025Q4: 38,992 shares; 2026Q1: 38,198 shares; 2026Q2: 36,224 shares 36,224 $9.79M 0.36% -1,974 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: 83,559 shares; 2024Q4: 86,896 shares; 2025Q1: 89,324 shares; 2025Q2: 92,174 shares; 2025Q3: 87,491 shares; 2025Q4: 81,182 shares; 2026Q1: 83,584 shares; 2026Q2: 82,510 shares 82,510 $9.69M 0.35% -1,074 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: 3,723 shares; 2024Q4: 6,347 shares; 2025Q1: 6,892 shares; 2025Q2: 6,991 shares; 2025Q3: 8,504 shares; 2025Q4: 8,352 shares; 2026Q1: 8,352 shares; 2026Q2: 8,208 shares 8,208 $9.65M 0.35% -144 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: 100,891 shares; 2024Q4: 103,906 shares; 2025Q1: 110,912 shares; 2025Q2: 107,549 shares; 2025Q3: 114,984 shares; 2025Q4: 118,655 shares; 2026Q1: 116,375 shares; 2026Q2: 121,925 shares 121,925 $9.64M 0.35% +5,550 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,800 shares; 2025Q1: 4,250 shares; 2025Q2: 5,550 shares; 2025Q3: 12,505 shares; 2025Q4: 12,780 shares; 2026Q1: 12,530 shares; 2026Q2: 11,930 shares 11,930 $9.53M 0.35% -600 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,105 shares; 2024Q4: 23,658 shares; 2025Q1: 24,190 shares; 2025Q2: 25,129 shares; 2025Q3: 26,614 shares; 2025Q4: 26,953 shares; 2026Q1: 27,555 shares; 2026Q2: 30,742 shares 30,742 $9.42M 0.34% +3,187 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,589 shares; 2024Q4: 34,505 shares; 2025Q1: 90,100 shares; 2025Q2: 125,694 shares; 2025Q3: 150,935 shares; 2025Q4: 170,830 shares; 2026Q1: 189,656 shares; 2026Q2: 213,304 shares 213,304 $9.23M 0.34% +23,648 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: 16,858 shares; 2024Q4: 17,850 shares; 2025Q1: 19,978 shares; 2025Q2: 22,422 shares; 2025Q3: 23,607 shares; 2025Q4: 23,082 shares; 2026Q1: 23,218 shares; 2026Q2: 24,422 shares 24,422 $9.23M 0.34% +1,204 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,804 shares; 2024Q4: 93,542 shares; 2025Q1: 113,758 shares; 2025Q2: 168,346 shares; 2025Q3: 170,086 shares; 2025Q4: 174,213 shares; 2026Q1: 184,200 shares; 2026Q2: 167,970 shares 167,970 $8.88M 0.32% -16,230 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: 98,504 shares; 2024Q4: 97,535 shares; 2025Q1: 96,830 shares; 2025Q2: 95,093 shares; 2025Q3: 93,742 shares; 2025Q4: 95,469 shares; 2026Q1: 98,328 shares; 2026Q2: 101,537 shares 101,537 $8.68M 0.32% +3,209 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,932 shares; 2024Q4: 13,332 shares; 2025Q1: 13,264 shares; 2025Q2: 13,144 shares; 2025Q3: 12,259 shares; 2025Q4: 11,759 shares; 2026Q1: 11,759 shares; 2026Q2: 11,935 shares 11,935 $8.59M 0.31% +176 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: 22,475 shares; 2024Q4: 22,348 shares; 2025Q1: 20,347 shares; 2025Q2: 19,881 shares; 2025Q3: 17,244 shares; 2025Q4: 17,028 shares; 2026Q1: 17,106 shares; 2026Q2: 16,806 shares 16,806 $8.56M 0.31% -300 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,134 shares; 2024Q4: 289,475 shares; 2025Q1: 319,211 shares; 2025Q2: 325,701 shares; 2025Q3: 336,411 shares; 2025Q4: 372,071 shares; 2026Q1: 384,335 shares; 2026Q2: 351,386 shares 351,386 $8.51M 0.31% -32,949 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,835 shares; 2024Q4: 114,360 shares; 2025Q1: 117,247 shares; 2025Q2: 121,407 shares; 2025Q3: 123,116 shares; 2025Q4: 138,598 shares; 2026Q1: 147,629 shares; 2026Q2: 164,149 shares 164,149 $8.5M 0.31% +16,520 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,963 shares; 2024Q4: 163,717 shares; 2025Q1: 190,243 shares; 2025Q2: 210,028 shares; 2025Q3: 217,321 shares; 2025Q4: 267,835 shares; 2026Q1: 313,639 shares; 2026Q2: 346,518 shares 346,518 $8.39M 0.31% +32,879 Timeline FLKR 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: 99,088 shares; 2024Q4: 84,611 shares; 2025Q1: 100,477 shares; 2025Q2: 105,587 shares; 2025Q3: 113,636 shares; 2025Q4: 130,507 shares; 2026Q1: 142,595 shares; 2026Q2: 125,209 shares 125,209 $8.31M 0.3% -17,386 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: 60,440 shares; 2024Q4: 54,226 shares; 2025Q1: 52,459 shares; 2025Q2: 49,959 shares; 2025Q3: 46,233 shares; 2025Q4: 46,452 shares; 2026Q1: 47,262 shares; 2026Q2: 48,112 shares 48,112 $8.13M 0.3% +850 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: 66,512 shares; 2024Q4: 71,756 shares; 2025Q1: 72,782 shares; 2025Q2: 58,774 shares; 2025Q3: 59,336 shares; 2025Q4: 61,695 shares; 2026Q1: 76,912 shares; 2026Q2: 96,592 shares 96,592 $8M 0.29% +19,680 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: 72,616 shares; 2024Q4: 74,137 shares; 2025Q1: 67,749 shares; 2025Q2: 47,984 shares; 2025Q3: 42,259 shares; 2025Q4: 39,420 shares; 2026Q1: 37,622 shares; 2026Q2: 37,316 shares 37,316 $7.94M 0.29% -306 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,359 shares; 2024Q4: 95,272 shares; 2025Q1: 95,272 shares; 2025Q2: 95,272 shares; 2025Q3: 95,272 shares; 2025Q4: 90,854 shares; 2026Q1: 90,854 shares; 2026Q2: 90,874 shares 90,874 $7.88M 0.29% +20 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: 2,149 shares; 2024Q4: 3,146 shares; 2025Q1: 4,647 shares; 2025Q2: 5,547 shares; 2025Q3: 5,872 shares; 2025Q4: 6,571 shares; 2026Q1: 7,271 shares; 2026Q2: 7,671 shares 7,671 $7.76M 0.28% +400 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,275 shares; 2024Q4: 50,275 shares; 2025Q1: 50,275 shares; 2025Q2: 50,275 shares; 2025Q3: 50,275 shares; 2025Q4: 50,275 shares; 2026Q1: 50,275 shares; 2026Q2: 49,150 shares 49,150 $7.72M 0.28% -1,125 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: 52,194 shares; 2024Q4: 58,162 shares; 2025Q1: 58,594 shares; 2025Q2: 66,126 shares; 2025Q3: 64,571 shares; 2025Q4: 62,324 shares; 2026Q1: 63,100 shares; 2026Q2: 66,106 shares 66,106 $7.71M 0.28% +3,006 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,017 shares; 2024Q4: 239,059 shares; 2025Q1: 241,149 shares; 2025Q2: 259,652 shares; 2025Q3: 249,821 shares; 2025Q4: 249,003 shares; 2026Q1: 255,763 shares; 2026Q2: 249,172 shares 249,172 $7.59M 0.28% -6,591 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,584 shares; 2024Q4: 177,510 shares; 2025Q1: 212,077 shares; 2025Q2: 229,861 shares; 2025Q3: 265,878 shares; 2025Q4: 322,264 shares; 2026Q1: 325,818 shares; 2026Q2: 338,942 shares 338,942 $7.57M 0.28% +13,124 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: 21,390 shares; 2024Q4: 22,661 shares; 2025Q1: 26,991 shares; 2025Q2: 35,313 shares; 2025Q3: 46,163 shares; 2025Q4: 48,549 shares; 2026Q1: 71,883 shares; 2026Q2: 83,728 shares 83,728 $7.54M 0.28% +11,845 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: 30,157 shares; 2024Q4: 30,206 shares; 2025Q1: 30,358 shares; 2025Q2: 30,265 shares; 2025Q3: 27,329 shares; 2025Q4: 24,895 shares; 2026Q1: 24,803 shares; 2026Q2: 24,791 shares 24,791 $7.39M 0.27% -12 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: 197,125 shares; 2024Q4: 385,045 shares; 2025Q1: 364,320 shares; 2025Q2: 339,477 shares; 2025Q3: 320,857 shares; 2025Q4: 318,304 shares; 2026Q1: 306,257 shares; 2026Q2: 318,499 shares 318,499 $7.37M 0.27% +12,242 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,767 shares; 2024Q4: 35,815 shares; 2025Q1: 36,254 shares; 2025Q2: 35,753 shares; 2025Q3: 34,992 shares; 2025Q4: 34,416 shares; 2026Q1: 33,670 shares; 2026Q2: 32,866 shares 32,866 $7.21M 0.26% -804 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: 53,569 shares; 2024Q4: 54,218 shares; 2025Q1: 53,863 shares; 2025Q2: 53,554 shares; 2025Q3: 52,230 shares; 2025Q4: 50,477 shares; 2026Q1: 50,138 shares; 2026Q2: 48,755 shares 48,755 $7.15M 0.26% -1,383 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: 32,659 shares; 2024Q4: 32,687 shares; 2025Q1: 33,092 shares; 2025Q2: 33,383 shares; 2025Q3: 33,016 shares; 2025Q4: 31,978 shares; 2026Q1: 32,058 shares; 2026Q2: 31,920 shares 31,920 $7.11M 0.26% -138 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,114 shares; 2024Q4: 257,114 shares; 2025Q1: 266,114 shares; 2025Q2: 270,987 shares; 2025Q3: 266,087 shares; 2025Q4: 299,887 shares; 2026Q1: 255,821 shares; 2026Q2: 273,821 shares 273,821 $7.02M 0.26% +18,000 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: 11,020 shares; 2024Q4: 11,399 shares; 2025Q1: 11,571 shares; 2025Q2: 14,359 shares; 2025Q3: 14,368 shares; 2025Q4: 14,501 shares; 2026Q1: 14,322 shares; 2026Q2: 54,777 shares 54,777 $6.8M 0.25% +40,455 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: 18,486 shares; 2024Q4: 19,158 shares; 2025Q1: 21,474 shares; 2025Q2: 23,327 shares; 2025Q3: 24,421 shares; 2025Q4: 24,619 shares; 2026Q1: 25,121 shares; 2026Q2: 24,148 shares 24,148 $6.79M 0.25% -973 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: 52,818 shares; 2024Q4: 71,035 shares; 2025Q1: 102,875 shares; 2025Q2: 117,053 shares; 2025Q3: 122,127 shares; 2025Q4: 121,388 shares; 2026Q1: 130,409 shares; 2026Q2: 134,098 shares 134,098 $6.64M 0.24% +3,689 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: 8,469 shares; 2024Q4: 11,472 shares; 2025Q1: 13,001 shares; 2025Q2: 15,697 shares; 2025Q3: 17,118 shares; 2025Q4: 17,161 shares; 2026Q1: 17,504 shares; 2026Q2: 17,629 shares 17,629 $6.59M 0.24% +125 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: 8,633 shares; 2024Q4: 10,159 shares; 2025Q1: 10,470 shares; 2025Q2: 11,504 shares; 2025Q3: 11,693 shares; 2025Q4: 11,899 shares; 2026Q1: 11,774 shares; 2026Q2: 11,269 shares 11,269 $6.55M 0.24% -505 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,849 shares; 2024Q4: 45,868 shares; 2025Q1: 44,916 shares; 2025Q2: 38,797 shares; 2025Q3: 33,109 shares; 2025Q4: 43,622 shares; 2026Q1: 45,637 shares; 2026Q2: 65,110 shares 65,110 $6.52M 0.24% +19,473 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: 16,845 shares; 2024Q4: 19,514 shares; 2025Q1: 20,849 shares; 2025Q2: 30,970 shares; 2025Q3: 30,573 shares; 2025Q4: 29,311 shares; 2026Q1: 30,121 shares; 2026Q2: 26,462 shares 26,462 $6.52M 0.24% -3,659 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: 17,756 shares; 2024Q4: 17,892 shares; 2025Q1: 18,064 shares; 2025Q2: 18,224 shares; 2025Q3: 18,079 shares; 2025Q4: 17,996 shares; 2026Q1: 18,004 shares; 2026Q2: 17,935 shares 17,935 $6.49M 0.24% -69 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,184 shares; 2024Q4: 110,429 shares; 2025Q1: 119,984 shares; 2025Q2: 120,936 shares; 2025Q3: 101,683 shares; 2025Q4: 90,854 shares; 2026Q1: 80,707 shares; 2026Q2: 69,338 shares 69,338 $6.47M 0.24% -11,369 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,395 shares; 2024Q4: 9,301 shares; 2025Q1: 12,244 shares; 2025Q2: 17,400 shares; 2025Q3: 25,169 shares; 2025Q4: 26,075 shares; 2026Q1: 35,080 shares; 2026Q2: 40,064 shares 40,064 $6.47M 0.24% +4,984 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: 13,248 shares; 2024Q4: 12,986 shares; 2025Q1: 13,081 shares; 2025Q2: 13,069 shares; 2025Q3: 13,128 shares; 2025Q4: 13,181 shares; 2026Q1: 13,000 shares; 2026Q2: 12,579 shares 12,579 $6.46M 0.24% -421 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: 67,535 shares; 2024Q4: 68,822 shares; 2025Q1: 85,102 shares; 2025Q2: 84,078 shares; 2025Q3: 113,694 shares; 2025Q4: 126,868 shares; 2026Q1: 121,508 shares; 2026Q2: 120,812 shares 120,812 $6.46M 0.24% -696 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: 9,009 shares; 2024Q4: 10,788 shares; 2025Q1: 11,363 shares; 2025Q2: 11,787 shares; 2025Q3: 11,635 shares; 2025Q4: 12,049 shares; 2026Q1: 12,597 shares; 2026Q2: 11,463 shares 11,463 $6.46M 0.24% -1,134 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,841 shares; 2024Q4: 59,516 shares; 2025Q1: 61,045 shares; 2025Q2: 63,434 shares; 2025Q3: 61,204 shares; 2025Q4: 61,134 shares; 2026Q1: 58,544 shares; 2026Q2: 56,804 shares 56,804 $6.38M 0.23% -1,740 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: 75,232 shares; 2024Q4: 76,176 shares; 2025Q1: 77,132 shares; 2025Q2: 76,749 shares; 2025Q3: 72,632 shares; 2025Q4: 72,075 shares; 2026Q1: 72,100 shares; 2026Q2: 76,168 shares 76,168 $6.23M 0.23% +4,068 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,405 shares; 2024Q4: 55,657 shares; 2025Q1: 59,610 shares; 2025Q2: 56,469 shares; 2025Q3: 66,606 shares; 2025Q4: 66,958 shares; 2026Q1: 69,984 shares; 2026Q2: 64,672 shares 64,672 $6.12M 0.22% -5,312 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: 67,169 shares; 2024Q4: 75,490 shares; 2025Q1: 76,145 shares; 2025Q2: 74,065 shares; 2025Q3: 75,072 shares; 2025Q4: 67,538 shares; 2026Q1: 69,477 shares; 2026Q2: 74,137 shares 74,137 $6.09M 0.22% +4,660 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: 34,848 shares; 2024Q4: 34,241 shares; 2025Q1: 34,016 shares; 2025Q2: 34,016 shares; 2025Q3: 26,016 shares; 2025Q4: 26,066 shares; 2026Q1: 26,066 shares; 2026Q2: 26,366 shares 26,366 $6.06M 0.22% +300 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,690 shares; 2024Q4: 10,632 shares; 2025Q1: 10,684 shares; 2025Q2: 10,712 shares; 2025Q3: 10,348 shares; 2025Q4: 10,266 shares; 2026Q1: 8,416 shares; 2026Q2: 8,403 shares 8,403 $5.92M 0.22% -13 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: 42,425 shares; 2024Q4: 42,291 shares; 2025Q1: 42,724 shares; 2025Q2: 43,853 shares; 2025Q3: 42,585 shares; 2025Q4: 40,979 shares; 2026Q1: 41,674 shares; 2026Q2: 41,019 shares 41,019 $5.87M 0.21% -655 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,108 shares; 2024Q4: 109,151 shares; 2025Q1: 115,514 shares; 2025Q2: 140,820 shares; 2025Q3: 156,169 shares; 2025Q4: 195,122 shares; 2026Q1: 237,567 shares; 2026Q2: 259,828 shares 259,828 $5.81M 0.21% +22,261 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,210 shares; 2024Q4: 95,692 shares; 2025Q1: 102,087 shares; 2025Q2: 107,475 shares; 2025Q3: 104,964 shares; 2025Q4: 163,170 shares; 2026Q1: 205,201 shares; 2026Q2: 228,180 shares 228,180 $5.76M 0.21% +22,979 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: 2,290 shares; 2024Q4: 2,468 shares; 2025Q1: 2,535 shares; 2025Q2: 2,937 shares; 2025Q3: 2,887 shares; 2025Q4: 2,890 shares; 2026Q1: 2,918 shares; 2026Q2: 2,882 shares 2,882 $5.73M 0.21% -36 Timeline FLJP 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: 74,357 shares; 2024Q4: 73,653 shares; 2025Q1: 84,334 shares; 2025Q2: 87,815 shares; 2025Q3: 92,360 shares; 2025Q4: 117,042 shares; 2026Q1: 131,215 shares; 2026Q2: 143,282 shares 143,282 $5.72M 0.21% +12,067 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: 11,302 shares; 2024Q4: 10,732 shares; 2025Q1: 10,821 shares; 2025Q2: 10,870 shares; 2025Q3: 11,261 shares; 2025Q4: 11,147 shares; 2026Q1: 11,348 shares; 2026Q2: 66,200 shares 66,200 $5.7M 0.21% +54,852 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,650 shares; 2024Q4: 54,150 shares; 2025Q1: 54,740 shares; 2025Q2: 53,905 shares; 2025Q3: 54,580 shares; 2025Q4: 54,580 shares; 2026Q1: 54,580 shares; 2026Q2: 54,530 shares 54,530 $5.55M 0.2% -50 Timeline XLG 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: 53,559 shares; 2024Q4: 75,000 shares; 2025Q1: 77,920 shares; 2025Q2: 73,459 shares; 2025Q3: 85,867 shares; 2025Q4: 97,398 shares; 2026Q1: 91,739 shares; 2026Q2: 88,334 shares 88,334 $5.41M 0.2% -3,405 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: 62,390 shares; 2024Q4: 50,645 shares; 2025Q1: 43,744 shares; 2025Q2: 41,415 shares; 2025Q3: 39,994 shares; 2025Q4: 38,353 shares; 2026Q1: 41,201 shares; 2026Q2: 41,794 shares 41,794 $5.41M 0.2% +593 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,184 shares; 2024Q4: 224,549 shares; 2025Q1: 242,106 shares; 2025Q2: 224,028 shares; 2025Q3: 231,842 shares; 2025Q4: 241,706 shares; 2026Q1: 229,823 shares; 2026Q2: 228,759 shares 228,759 $5.24M 0.19% -1,064 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: 10,600 shares; 2024Q4: 11,268 shares; 2025Q1: 12,005 shares; 2025Q2: 11,272 shares; 2025Q3: 11,814 shares; 2025Q4: 11,728 shares; 2026Q1: 11,721 shares; 2026Q2: 12,183 shares 12,183 $5.19M 0.19% +462 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: 32,652 shares; 2024Q4: 133,975 shares; 2025Q1: 133,109 shares; 2025Q2: 133,012 shares; 2025Q3: 132,146 shares; 2025Q4: 132,510 shares; 2026Q1: 145,342 shares; 2026Q2: 147,127 shares 147,127 $4.98M 0.18% +1,785 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: 10,264 shares; 2024Q4: 11,689 shares; 2025Q1: 12,880 shares; 2025Q2: 13,971 shares; 2025Q3: 14,171 shares; 2025Q4: 15,446 shares; 2026Q1: 18,068 shares; 2026Q2: 19,325 shares 19,325 $4.94M 0.18% +1,257 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,550 shares; 2024Q4: 84,878 shares; 2025Q1: 76,705 shares; 2025Q2: 75,099 shares; 2025Q3: 74,289 shares; 2025Q4: 71,256 shares; 2026Q1: 71,256 shares; 2026Q2: 67,756 shares 67,756 $4.92M 0.18% -3,500 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: 22,206 shares; 2024Q4: 17,840 shares; 2025Q1: 15,272 shares; 2025Q2: 14,181 shares; 2025Q3: 13,455 shares; 2025Q4: 13,197 shares; 2026Q1: 11,774 shares; 2026Q2: 11,733 shares 11,733 $4.88M 0.18% -41 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,492 shares; 2024Q4: 22,593 shares; 2025Q1: 22,049 shares; 2025Q2: 23,961 shares; 2025Q3: 23,267 shares; 2025Q4: 23,268 shares; 2026Q1: 22,793 shares; 2026Q2: 21,972 shares 21,972 $4.85M 0.18% -821 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,775 shares; 2025Q3: 16,804 shares; 2025Q4: 20,677 shares; 2026Q1: 45,309 shares; 2026Q2: 58,724 shares 58,724 $4.85M 0.18% +13,415 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,135 shares; 2024Q4: 204,883 shares; 2025Q1: 263,864 shares; 2025Q2: 298,853 shares; 2025Q3: 319,358 shares; 2025Q4: 385,552 shares; 2026Q1: 392,835 shares; 2026Q2: 363,117 shares 363,117 $4.85M 0.18% -29,718 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: 17,714 shares; 2024Q4: 19,514 shares; 2025Q1: 20,012 shares; 2025Q2: 20,054 shares; 2025Q3: 20,154 shares; 2025Q4: 19,654 shares; 2026Q1: 20,065 shares; 2026Q2: 20,065 shares 20,065 $4.8M 0.18% 0 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: 32,871 shares; 2024Q4: 33,857 shares; 2025Q1: 35,971 shares; 2025Q2: 37,612 shares; 2025Q3: 38,338 shares; 2025Q4: 35,804 shares; 2026Q1: 32,692 shares; 2026Q2: 32,515 shares 32,515 $4.77M 0.17% -177 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: 22,376 shares; 2024Q4: 22,479 shares; 2025Q1: 21,579 shares; 2025Q2: 22,998 shares; 2025Q3: 22,698 shares; 2025Q4: 23,178 shares; 2026Q1: 22,598 shares; 2026Q2: 22,781 shares 22,781 $4.76M 0.17% +183 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: 6,688 shares; 2024Q4: 7,062 shares; 2025Q1: 7,246 shares; 2025Q2: 7,227 shares; 2025Q3: 7,250 shares; 2025Q4: 6,911 shares; 2026Q1: 6,875 shares; 2026Q2: 6,500 shares 6,500 $4.7M 0.17% -375 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,463 shares; 2024Q4: 46,958 shares; 2025Q1: 45,758 shares; 2025Q2: 40,979 shares; 2025Q3: 38,671 shares; 2025Q4: 40,102 shares; 2026Q1: 44,420 shares; 2026Q2: 46,382 shares 46,382 $4.68M 0.17% +1,962 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,409 shares; 2026Q2: 46,295 shares 46,295 $4.67M 0.17% -114 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: 9,007 shares; 2024Q4: 9,558 shares; 2025Q1: 9,377 shares; 2025Q2: 10,452 shares; 2025Q3: 12,378 shares; 2025Q4: 12,373 shares; 2026Q1: 13,031 shares; 2026Q2: 11,071 shares 11,071 $4.66M 0.17% -1,960 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,912 shares; 2024Q4: 165,662 shares; 2025Q1: 174,637 shares; 2025Q2: 178,143 shares; 2025Q3: 189,591 shares; 2025Q4: 208,034 shares; 2026Q1: 161,734 shares; 2026Q2: 180,734 shares 180,734 $4.59M 0.17% +19,000 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: 41,390 shares; 2024Q4: 40,878 shares; 2025Q1: 40,639 shares; 2025Q2: 41,127 shares; 2025Q3: 39,153 shares; 2025Q4: 35,791 shares; 2026Q1: 36,158 shares; 2026Q2: 36,014 shares 36,014 $4.56M 0.17% -144 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,357 shares; 2025Q4: 84,830 shares; 2026Q1: 75,950 shares; 2026Q2: 71,930 shares 71,930 $4.5M 0.16% -4,020 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: 38,139 shares; 2024Q4: 38,982 shares; 2025Q1: 39,186 shares; 2025Q2: 45,959 shares; 2025Q3: 45,919 shares; 2025Q4: 45,762 shares; 2026Q1: 46,176 shares; 2026Q2: 46,402 shares 46,402 $4.48M 0.16% +226 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,185 shares; 2024Q4: 73,629 shares; 2025Q1: 71,892 shares; 2025Q2: 70,846 shares; 2025Q3: 66,160 shares; 2025Q4: 66,160 shares; 2026Q1: 68,660 shares; 2026Q2: 69,660 shares 69,660 $4.38M 0.16% +1,000 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: 34,276 shares; 2024Q4: 41,524 shares; 2025Q1: 45,537 shares; 2025Q2: 52,858 shares; 2025Q3: 56,508 shares; 2025Q4: 63,648 shares; 2026Q1: 59,885 shares; 2026Q2: 59,072 shares 59,072 $4.35M 0.16% -813 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: 43,297 shares; 2024Q4: 42,527 shares; 2025Q1: 42,242 shares; 2025Q2: 37,482 shares; 2025Q3: 33,987 shares; 2025Q4: 32,286 shares; 2026Q1: 31,236 shares; 2026Q2: 28,811 shares 28,811 $4.27M 0.16% -2,425 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 6,155 shares; 2025Q1: 5,865 shares; 2025Q2: 5,735 shares; 2025Q3: 26,367 shares; 2025Q4: 46,865 shares; 2026Q1: 61,925 shares; 2026Q2: 70,398 shares 70,398 $4.24M 0.16% +8,473 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,018 shares; 2024Q4: 57,046 shares; 2025Q1: 63,374 shares; 2025Q2: 87,123 shares; 2025Q3: 102,097 shares; 2025Q4: 139,411 shares; 2026Q1: 178,011 shares; 2026Q2: 191,149 shares 191,149 $4.23M 0.15% +13,138 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: 3,829 shares; 2024Q4: 3,989 shares; 2025Q1: 4,118 shares; 2025Q2: 4,168 shares; 2025Q3: 4,273 shares; 2025Q4: 4,273 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $4.21M 0.15% 0 Timeline FNDE 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: 53,354 shares; 2024Q4: 58,519 shares; 2025Q1: 64,517 shares; 2025Q2: 66,720 shares; 2025Q3: 76,639 shares; 2025Q4: 84,597 shares; 2026Q1: 97,247 shares; 2026Q2: 104,007 shares 104,007 $4.13M 0.15% +6,760 Timeline IDHQ 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: 36,610 shares; 2024Q4: 26,935 shares; 2025Q1: 22,065 shares; 2025Q2: 22,525 shares; 2025Q3: 23,340 shares; 2025Q4: 34,162 shares; 2026Q1: 51,666 shares; 2026Q2: 93,380 shares 93,380 $4.08M 0.15% +41,714 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 7,050 shares; 2025Q3: 8,800 shares; 2025Q4: 7,250 shares; 2026Q1: 9,300 shares; 2026Q2: 9,600 shares 9,600 $3.99M 0.15% +300 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: 19,605 shares; 2024Q4: 19,870 shares; 2025Q1: 19,661 shares; 2025Q2: 19,476 shares; 2025Q3: 19,380 shares; 2025Q4: 18,875 shares; 2026Q1: 18,680 shares; 2026Q2: 18,027 shares 18,027 $3.97M 0.15% -653 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: 10,517 shares; 2024Q4: 9,617 shares; 2025Q1: 8,367 shares; 2025Q2: 8,389 shares; 2025Q3: 8,414 shares; 2025Q4: 8,414 shares; 2026Q1: 8,414 shares; 2026Q2: 8,078 shares 8,078 $3.97M 0.15% -336 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,513 shares; 2024Q4: 44,273 shares; 2025Q1: 49,440 shares; 2025Q2: 58,957 shares; 2025Q3: 60,884 shares; 2025Q4: 63,416 shares; 2026Q1: 66,586 shares; 2026Q2: 66,645 shares 66,645 $3.93M 0.14% +59 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,057 shares; 2024Q4: 20,057 shares; 2025Q1: 20,247 shares; 2025Q2: 19,247 shares; 2025Q3: 19,247 shares; 2025Q4: 19,247 shares; 2026Q1: 19,247 shares; 2026Q2: 19,422 shares 19,422 $3.92M 0.14% +175 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: 23,596 shares; 2024Q4: 18,397 shares; 2025Q1: 17,707 shares; 2025Q2: 17,600 shares; 2025Q3: 16,975 shares; 2025Q4: 16,650 shares; 2026Q1: 15,995 shares; 2026Q2: 15,007 shares 15,007 $3.84M 0.14% -988 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: 45,301 shares; 2024Q4: 133,790 shares; 2025Q1: 131,032 shares; 2025Q2: 129,833 shares; 2025Q3: 120,685 shares; 2025Q4: 113,397 shares; 2026Q1: 108,891 shares; 2026Q2: 105,944 shares 105,944 $3.69M 0.13% -2,947 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,460 shares; 2024Q4: 11,412 shares; 2025Q1: 11,362 shares; 2025Q2: 11,378 shares; 2025Q3: 9,377 shares; 2025Q4: 9,206 shares; 2026Q1: 10,004 shares; 2026Q2: 9,786 shares 9,786 $3.67M 0.13% -218 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: 55,939 shares; 2024Q4: 113,117 shares; 2025Q1: 107,802 shares; 2025Q2: 110,309 shares; 2025Q3: 104,744 shares; 2025Q4: 103,379 shares; 2026Q1: 102,397 shares; 2026Q2: 99,563 shares 99,563 $3.6M 0.13% -2,834 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: 23,229 shares; 2024Q4: 24,086 shares; 2025Q1: 24,150 shares; 2025Q2: 23,920 shares; 2025Q3: 22,501 shares; 2025Q4: 23,515 shares; 2026Q1: 21,861 shares; 2026Q2: 19,464 shares 19,464 $3.6M 0.13% -2,397 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,888 shares; 2024Q4: 29,988 shares; 2025Q1: 31,031 shares; 2025Q2: 31,031 shares; 2025Q3: 31,031 shares; 2025Q4: 30,941 shares; 2026Q1: 30,947 shares; 2026Q2: 30,676 shares 30,676 $3.58M 0.13% -271 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: 40,584 shares; 2024Q4: 40,341 shares; 2025Q1: 40,341 shares; 2025Q2: 40,228 shares; 2025Q3: 38,435 shares; 2025Q4: 38,435 shares; 2026Q1: 38,435 shares; 2026Q2: 38,347 shares 38,347 $3.52M 0.13% -88 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: 8,405 shares; 2024Q4: 8,381 shares; 2025Q1: 8,713 shares; 2025Q2: 8,714 shares; 2025Q3: 5,666 shares; 2025Q4: 5,547 shares; 2026Q1: 5,503 shares; 2026Q2: 5,493 shares 5,493 $3.49M 0.13% -10 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,656 shares; 2024Q4: 26,111 shares; 2025Q1: 26,111 shares; 2025Q2: 50,439 shares; 2025Q3: 99,849 shares; 2025Q4: 123,935 shares; 2026Q1: 128,560 shares; 2026Q2: 132,560 shares 132,560 $3.39M 0.12% +4,000 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,320 shares; 2024Q4: 29,287 shares; 2025Q1: 29,305 shares; 2025Q2: 29,908 shares; 2025Q3: 29,278 shares; 2025Q4: 29,278 shares; 2026Q1: 29,278 shares; 2026Q2: 27,324 shares 27,324 $3.36M 0.12% -1,954 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: 12,521 shares; 2024Q4: 12,738 shares; 2025Q1: 12,748 shares; 2025Q2: 12,436 shares; 2025Q3: 12,363 shares; 2025Q4: 11,919 shares; 2026Q1: 12,306 shares; 2026Q2: 13,744 shares 13,744 $3.34M 0.12% +1,438 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,915 shares; 2024Q4: 35,641 shares; 2025Q1: 35,635 shares; 2025Q2: 35,595 shares; 2025Q3: 35,598 shares; 2025Q4: 36,070 shares; 2026Q1: 40,710 shares; 2026Q2: 39,577 shares 39,577 $3.31M 0.12% -1,133 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,842 shares; 2024Q4: 94,391 shares; 2025Q1: 96,827 shares; 2025Q2: 95,212 shares; 2025Q3: 90,518 shares; 2025Q4: 91,127 shares; 2026Q1: 89,755 shares; 2026Q2: 89,816 shares 89,816 $3.26M 0.12% +61 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: 14,014 shares; 2024Q4: 109,435 shares; 2025Q1: 137,952 shares; 2025Q2: 152,382 shares; 2025Q3: 133,320 shares; 2025Q4: 115,527 shares; 2026Q1: 95,560 shares; 2026Q2: 98,010 shares 98,010 $3.13M 0.11% +2,450 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,225 shares; 2024Q4: 184,180 shares; 2025Q1: 208,230 shares; 2025Q2: 218,230 shares; 2025Q3: 224,430 shares; 2025Q4: 266,730 shares; 2026Q1: 260,730 shares; 2026Q2: 241,580 shares 241,580 $3.13M 0.11% -19,150 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: 34,113 shares; 2024Q4: 25,841 shares; 2025Q1: 23,133 shares; 2025Q2: 23,872 shares; 2025Q3: 25,068 shares; 2025Q4: 27,732 shares; 2026Q1: 31,804 shares; 2026Q2: 31,457 shares 31,457 $3.11M 0.11% -347 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,755 shares; 2026Q2: 40,705 shares 40,705 $3.07M 0.11% +5,950 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: 13,812 shares 13,812 $3.05M 0.11% new 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: 5,371 shares; 2024Q4: 5,667 shares; 2025Q1: 6,038 shares; 2025Q2: 5,803 shares; 2025Q3: 6,348 shares; 2025Q4: 6,480 shares; 2026Q1: 6,827 shares; 2026Q2: 8,033 shares 8,033 $2.94M 0.11% +1,206 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: 12,323 shares; 2024Q4: 12,323 shares; 2025Q1: 12,273 shares; 2025Q2: 12,239 shares; 2025Q3: 10,200 shares; 2025Q4: 10,185 shares; 2026Q1: 9,778 shares; 2026Q2: 9,776 shares 9,776 $2.94M 0.11% -2 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: 6,392 shares; 2024Q4: 6,196 shares; 2025Q1: 5,995 shares; 2025Q2: 5,777 shares; 2025Q3: 5,436 shares; 2025Q4: 5,311 shares; 2026Q1: 5,311 shares; 2026Q2: 5,835 shares 5,835 $2.93M 0.11% +524 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,413 shares; 2024Q4: 30,302 shares; 2025Q1: 43,502 shares; 2025Q2: 48,867 shares; 2025Q3: 47,867 shares; 2025Q4: 51,340 shares; 2026Q1: 104,075 shares; 2026Q2: 118,393 shares 118,393 $2.92M 0.11% +14,318 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,479 shares; 2024Q4: 8,379 shares; 2025Q1: 8,205 shares; 2025Q2: 8,239 shares; 2025Q3: 8,159 shares; 2025Q4: 8,159 shares; 2026Q1: 8,109 shares; 2026Q2: 8,223 shares 8,223 $2.91M 0.11% +114 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: 41,739 shares; 2024Q4: 40,453 shares; 2025Q1: 39,220 shares; 2025Q2: 39,385 shares; 2025Q3: 35,056 shares; 2025Q4: 31,894 shares; 2026Q1: 29,113 shares; 2026Q2: 29,706 shares 29,706 $2.88M 0.11% +593 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: 27,773 shares; 2024Q4: 27,844 shares; 2025Q1: 26,785 shares; 2025Q2: 24,057 shares; 2025Q3: 23,339 shares; 2025Q4: 22,983 shares; 2026Q1: 22,364 shares; 2026Q2: 21,275 shares 21,275 $2.88M 0.11% -1,089 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: 4,218 shares; 2024Q4: 4,466 shares; 2025Q1: 4,567 shares; 2025Q2: 4,767 shares; 2025Q3: 4,963 shares; 2025Q4: 5,090 shares; 2026Q1: 5,127 shares; 2026Q2: 5,372 shares 5,372 $2.79M 0.1% +245 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: not reported; 2024Q4: 3,633 shares; 2025Q1: 14,405 shares; 2025Q2: 17,471 shares; 2025Q3: 17,705 shares; 2025Q4: 20,866 shares; 2026Q1: 17,866 shares; 2026Q2: 19,770 shares 19,770 $2.77M 0.1% +1,904 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,215 shares; 2024Q4: 13,215 shares; 2025Q1: 13,215 shares; 2025Q2: 14,505 shares; 2025Q3: 14,640 shares; 2025Q4: 14,624 shares; 2026Q1: 14,612 shares; 2026Q2: 14,937 shares 14,937 $2.76M 0.1% +325 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: 9,228 shares; 2024Q4: 9,442 shares; 2025Q1: 9,430 shares; 2025Q2: 9,732 shares; 2025Q3: 9,229 shares; 2025Q4: 9,193 shares; 2026Q1: 9,004 shares; 2026Q2: 10,129 shares 10,129 $2.76M 0.1% +1,125 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,552 shares; 2024Q4: 59,552 shares; 2025Q1: 58,148 shares; 2025Q2: 57,494 shares; 2025Q3: 44,307 shares; 2025Q4: 43,891 shares; 2026Q1: 43,491 shares; 2026Q2: 42,780 shares 42,780 $2.74M 0.1% -711 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: 42,130 shares; 2024Q4: 24,139 shares; 2025Q1: 25,172 shares; 2025Q2: 21,322 shares; 2025Q3: 21,218 shares; 2025Q4: 22,318 shares; 2026Q1: 20,108 shares; 2026Q2: 19,543 shares 19,543 $2.73M 0.1% -565 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: 6,014 shares; 2024Q4: 6,761 shares; 2025Q1: 8,238 shares; 2025Q2: 8,936 shares; 2025Q3: 9,558 shares; 2025Q4: 9,708 shares; 2026Q1: 10,488 shares; 2026Q2: 10,926 shares 10,926 $2.71M 0.1% +438 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,902 shares; 2025Q1: 28,301 shares; 2025Q2: 34,320 shares; 2025Q3: 43,671 shares; 2025Q4: 48,089 shares; 2026Q1: 51,387 shares; 2026Q2: 70,319 shares 70,319 $2.71M 0.1% +18,932 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 7,743 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares; 2026Q1: 8,285 shares; 2026Q2: 9,185 shares 9,185 $2.67M 0.1% +900 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: 11,577 shares; 2024Q4: 11,577 shares; 2025Q1: 11,577 shares; 2025Q2: 11,577 shares; 2025Q3: 10,407 shares; 2025Q4: 10,073 shares; 2026Q1: 10,081 shares; 2026Q2: 9,770 shares 9,770 $2.66M 0.1% -311 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: 36,401 shares; 2024Q4: 36,981 shares; 2025Q1: 37,113 shares; 2025Q2: 37,080 shares; 2025Q3: 34,901 shares; 2025Q4: 35,118 shares; 2026Q1: 33,045 shares; 2026Q2: 28,874 shares 28,874 $2.62M 0.1% -4,171 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,185 shares; 2024Q4: 23,702 shares; 2025Q1: 26,793 shares; 2025Q2: 38,335 shares; 2025Q3: 52,034 shares; 2025Q4: 76,196 shares; 2026Q1: 88,446 shares; 2026Q2: 112,876 shares 112,876 $2.61M 0.1% +24,430 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,157 shares; 2024Q4: 48,357 shares; 2025Q1: 46,357 shares; 2025Q2: 43,997 shares; 2025Q3: 40,928 shares; 2025Q4: 40,128 shares; 2026Q1: 39,628 shares; 2026Q2: 36,590 shares 36,590 $2.59M 0.09% -3,038 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: 5,509 shares; 2024Q4: 6,311 shares; 2025Q1: 7,734 shares; 2025Q2: 8,089 shares; 2025Q3: 6,985 shares; 2025Q4: 6,645 shares; 2026Q1: 6,660 shares; 2026Q2: 5,175 shares 5,175 $2.57M 0.09% -1,485 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 3,464 shares; 2026Q1: 11,004 shares; 2026Q2: 15,029 shares 15,029 $2.56M 0.09% +4,025 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,350 shares; 2024Q4: 15,350 shares; 2025Q1: 18,289 shares; 2025Q2: 35,522 shares; 2025Q3: 65,376 shares; 2025Q4: 93,054 shares; 2026Q1: 119,301 shares; 2026Q2: 117,569 shares 117,569 $2.55M 0.09% -1,732 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: 15,900 shares; 2024Q4: 15,180 shares; 2025Q1: 14,915 shares; 2025Q2: 14,824 shares; 2025Q3: 11,669 shares; 2025Q4: 11,586 shares; 2026Q1: 11,452 shares; 2026Q2: 11,203 shares 11,203 $2.53M 0.09% -249 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: 2,134 shares; 2024Q4: 2,276 shares; 2025Q1: 2,293 shares; 2025Q2: 2,996 shares; 2025Q3: 3,274 shares; 2025Q4: 2,614 shares; 2026Q1: 2,671 shares; 2026Q2: 2,671 shares 2,671 $2.5M 0.09% 0 Timeline DRSK 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: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares; 2025Q4: 86,000 shares; 2026Q1: 86,000 shares; 2026Q2: 86,000 shares 86,000 $2.47M 0.09% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,184 shares; 2024Q4: 13,154 shares; 2025Q1: 13,463 shares; 2025Q2: 13,685 shares; 2025Q3: 11,150 shares; 2025Q4: 14,201 shares; 2026Q1: 36,941 shares; 2026Q2: 51,052 shares 51,052 $2.46M 0.09% +14,111 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: 68,980 shares; 2024Q4: 67,280 shares; 2025Q1: 67,280 shares; 2025Q2: 65,935 shares; 2025Q3: 65,935 shares; 2025Q4: 65,935 shares; 2026Q1: 66,183 shares; 2026Q2: 65,933 shares 65,933 $2.42M 0.09% -250 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: 5,648 shares; 2024Q4: 5,943 shares; 2025Q1: 5,865 shares; 2025Q2: 6,120 shares; 2025Q3: 6,338 shares; 2025Q4: 6,338 shares; 2026Q1: 6,618 shares; 2026Q2: 7,093 shares 7,093 $2.4M 0.09% +475 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: 672 shares; 2024Q4: 677 shares; 2025Q1: 654 shares; 2025Q2: 660 shares; 2025Q3: 610 shares; 2025Q4: 599 shares; 2026Q1: 556 shares; 2026Q2: 13,425 shares 13,425 $2.39M 0.09% +12,869 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: 11,411 shares; 2024Q4: 11,461 shares; 2025Q1: 11,461 shares; 2025Q2: 12,312 shares; 2025Q3: 10,127 shares; 2025Q4: 10,027 shares; 2026Q1: 10,027 shares; 2026Q2: 10,027 shares 10,027 $2.38M 0.09% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,125 shares; 2024Q4: 29,142 shares; 2025Q1: 27,417 shares; 2025Q2: 39,763 shares; 2025Q3: 47,810 shares; 2025Q4: 47,435 shares; 2026Q1: 49,075 shares; 2026Q2: 50,662 shares 50,662 $2.37M 0.09% +1,587 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,403 shares; 2024Q4: 13,653 shares; 2025Q1: 13,818 shares; 2025Q2: 28,863 shares; 2025Q3: 39,033 shares; 2025Q4: 87,574 shares; 2026Q1: 88,949 shares; 2026Q2: 92,949 shares 92,949 $2.36M 0.09% +4,000 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,866 shares; 2024Q4: 8,892 shares; 2025Q1: 9,019 shares; 2025Q2: 9,338 shares; 2025Q3: 8,635 shares; 2025Q4: 9,771 shares; 2026Q1: 9,915 shares; 2026Q2: 10,244 shares 10,244 $2.35M 0.09% +329 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: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 3,531 shares; 2025Q2: 5,448 shares; 2025Q3: 5,758 shares; 2025Q4: 6,195 shares; 2026Q1: 6,090 shares; 2026Q2: 6,348 shares 6,348 $2.34M 0.09% +258 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,100 shares; 2024Q4: 69,100 shares; 2025Q1: 71,702 shares; 2025Q2: 71,802 shares; 2025Q3: 70,202 shares; 2025Q4: 70,302 shares; 2026Q1: 63,902 shares; 2026Q2: 56,902 shares 56,902 $2.33M 0.09% -7,000 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,502 shares; 2024Q4: 18,283 shares; 2025Q1: 22,603 shares; 2025Q2: 22,961 shares; 2025Q3: 19,666 shares; 2025Q4: 14,732 shares; 2026Q1: 12,871 shares; 2026Q2: 12,639 shares 12,639 $2.27M 0.08% -232 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 6,334 shares; 2025Q2: 6,894 shares; 2025Q3: 8,019 shares; 2025Q4: 8,019 shares; 2026Q1: 8,019 shares; 2026Q2: 8,019 shares 8,019 $2.25M 0.08% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,644 shares; 2024Q4: 58,237 shares; 2025Q1: 57,997 shares; 2025Q2: 52,212 shares; 2025Q3: 41,410 shares; 2025Q4: 36,457 shares; 2026Q1: 37,317 shares; 2026Q2: 35,534 shares 35,534 $2.21M 0.08% -1,783 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,232 shares; 2024Q4: 31,342 shares; 2025Q1: 31,432 shares; 2025Q2: 31,327 shares; 2025Q3: 31,327 shares; 2025Q4: 31,071 shares; 2026Q1: 31,014 shares; 2026Q2: 31,014 shares 31,014 $2.21M 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,653 shares; 2024Q4: 7,968 shares; 2025Q1: 8,268 shares; 2025Q2: 8,268 shares; 2025Q3: 8,264 shares; 2025Q4: 9,064 shares; 2026Q1: 9,157 shares; 2026Q2: 9,832 shares 9,832 $2.2M 0.08% +675 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: 15,873 shares; 2024Q4: 15,626 shares; 2025Q1: 12,600 shares; 2025Q2: 12,337 shares; 2025Q3: 10,890 shares; 2025Q4: 10,832 shares; 2026Q1: 10,572 shares; 2026Q2: 10,518 shares 10,518 $2.16M 0.08% -54 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,011 shares; 2026Q2: 5,011 shares 5,011 $2.13M 0.08% 0 Timeline REZ 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: 6,287 shares; 2025Q2: 12,384 shares; 2025Q3: 17,380 shares; 2025Q4: 20,268 shares; 2026Q1: 21,486 shares; 2026Q2: 22,513 shares 22,513 $2.13M 0.08% +1,027 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: 18,560 shares; 2024Q4: 18,612 shares; 2025Q1: 18,871 shares; 2025Q2: 10,746 shares; 2025Q3: 10,443 shares; 2025Q4: 10,603 shares; 2026Q1: 10,969 shares; 2026Q2: 9,770 shares 9,770 $2.13M 0.08% -1,199 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,201 shares; 2024Q4: 38,346 shares; 2025Q1: 38,438 shares; 2025Q2: 40,295 shares; 2025Q3: 40,535 shares; 2025Q4: 37,897 shares; 2026Q1: 42,136 shares; 2026Q2: 45,986 shares 45,986 $2.12M 0.08% +3,850 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,048 shares; 2024Q4: 4,661 shares; 2025Q1: 4,394 shares; 2025Q2: 4,405 shares; 2025Q3: 2,915 shares; 2025Q4: 2,921 shares; 2026Q1: 2,921 shares; 2026Q2: 3,667 shares 3,667 $2.11M 0.08% +746 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: 36,426 shares; 2024Q4: 39,008 shares; 2025Q1: 40,031 shares; 2025Q2: 37,987 shares; 2025Q3: 37,473 shares; 2025Q4: 37,323 shares; 2026Q1: 37,748 shares; 2026Q2: 36,579 shares 36,579 $2.11M 0.08% -1,169 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,447 shares; 2024Q4: 15,665 shares; 2025Q1: 15,838 shares; 2025Q2: 15,458 shares; 2025Q3: 13,592 shares; 2025Q4: 13,343 shares; 2026Q1: 13,648 shares; 2026Q2: 13,325 shares 13,325 $2.11M 0.08% -323 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: 8,665 shares; 2024Q4: 8,665 shares; 2025Q1: 8,793 shares; 2025Q2: 8,529 shares; 2025Q3: 8,701 shares; 2025Q4: 8,168 shares; 2026Q1: 7,590 shares; 2026Q2: 7,236 shares 7,236 $2.1M 0.08% -354 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,727 shares; 2024Q4: 45,903 shares; 2025Q1: 47,848 shares; 2025Q2: 42,134 shares; 2025Q3: 41,824 shares; 2025Q4: 36,498 shares; 2026Q1: 36,100 shares; 2026Q2: 40,409 shares 40,409 $2.06M 0.08% +4,309 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,118 shares; 2024Q4: 33,554 shares; 2025Q1: 33,554 shares; 2025Q2: 33,702 shares; 2025Q3: 33,702 shares; 2025Q4: 49,103 shares; 2026Q1: 49,103 shares; 2026Q2: 48,317 shares 48,317 $2.06M 0.08% -786 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: 1,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,913 shares; 2025Q3: 2,023 shares; 2025Q4: 2,067 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $2.03M 0.07% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,230 shares; 2024Q4: 33,194 shares; 2025Q1: 33,275 shares; 2025Q2: 34,082 shares; 2025Q3: 34,245 shares; 2025Q4: 28,494 shares; 2026Q1: 37,549 shares; 2026Q2: 39,678 shares 39,678 $2.01M 0.07% +2,129 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,915 shares; 2024Q4: 20,029 shares; 2025Q1: 20,680 shares; 2025Q2: 20,625 shares; 2025Q3: 19,929 shares; 2025Q4: 21,805 shares; 2026Q1: 20,126 shares; 2026Q2: 24,194 shares 24,194 $2M 0.07% +4,068 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,101 shares; 2025Q4: 12,099 shares; 2026Q1: 13,945 shares; 2026Q2: 19,403 shares 19,403 $1.98M 0.07% +5,458 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,086 shares; 2025Q3: not reported; 2025Q4: 22,906 shares; 2026Q1: 38,292 shares; 2026Q2: 57,160 shares 57,160 $1.97M 0.07% +18,868 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: 38,738 shares; 2024Q4: 38,045 shares; 2025Q1: 41,753 shares; 2025Q2: 39,614 shares; 2025Q3: 38,783 shares; 2025Q4: 39,993 shares; 2026Q1: 42,511 shares; 2026Q2: 41,291 shares 41,291 $1.96M 0.07% -1,220 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,159 shares; 2026Q1: 41,424 shares; 2026Q2: 62,419 shares 62,419 $1.96M 0.07% +20,995 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: 4,802 shares; 2025Q1: 4,817 shares; 2025Q2: 4,912 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 4,891 shares; 2026Q2: 4,925 shares 4,925 $1.96M 0.07% +34 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,853 shares; 2025Q3: 13,487 shares; 2025Q4: 16,547 shares; 2026Q1: 18,165 shares; 2026Q2: 19,052 shares 19,052 $1.91M 0.07% +887 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: 21,342 shares; 2024Q4: 23,132 shares; 2025Q1: 21,732 shares; 2025Q2: 23,932 shares; 2025Q3: 23,933 shares; 2025Q4: 23,281 shares; 2026Q1: 23,926 shares; 2026Q2: 23,089 shares 23,089 $1.91M 0.07% -837 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,019 shares; 2024Q4: 26,019 shares; 2025Q1: 26,040 shares; 2025Q2: 26,156 shares; 2025Q3: 26,135 shares; 2025Q4: 26,135 shares; 2026Q1: 25,135 shares; 2026Q2: 23,941 shares 23,941 $1.89M 0.07% -1,194 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: 521 shares; 2024Q4: 537 shares; 2025Q1: 560 shares; 2025Q2: 570 shares; 2025Q3: 581 shares; 2025Q4: 594 shares; 2026Q1: 621 shares; 2026Q2: 6,167 shares 6,167 $1.86M 0.07% +5,546 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,252 shares; 2024Q4: 5,253 shares; 2025Q1: 5,234 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 5,146 shares; 2026Q1: 4,820 shares; 2026Q2: 4,661 shares 4,661 $1.85M 0.07% -159 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,882 shares; 2024Q4: 20,882 shares; 2025Q1: 21,064 shares; 2025Q2: 21,064 shares; 2025Q3: 21,079 shares; 2025Q4: 21,160 shares; 2026Q1: 16,970 shares; 2026Q2: 16,520 shares 16,520 $1.84M 0.07% -450 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: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,221 shares; 2025Q2: 4,221 shares; 2025Q3: 4,221 shares; 2025Q4: 4,221 shares; 2026Q1: 4,221 shares; 2026Q2: 4,421 shares 4,421 $1.81M 0.07% +200 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,992 shares; 2024Q4: 19,166 shares; 2025Q1: 19,158 shares; 2025Q2: 17,334 shares; 2025Q3: 17,272 shares; 2025Q4: 17,097 shares; 2026Q1: 17,275 shares; 2026Q2: 17,222 shares 17,222 $1.79M 0.07% -53 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: 5,766 shares; 2024Q4: 5,816 shares; 2025Q1: 6,127 shares; 2025Q2: 6,123 shares; 2025Q3: 6,120 shares; 2025Q4: 6,098 shares; 2026Q1: 6,098 shares; 2026Q2: 5,644 shares 5,644 $1.78M 0.06% -454 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,716 shares; 2024Q4: 10,759 shares; 2025Q1: 10,789 shares; 2025Q2: 10,789 shares; 2025Q3: 10,896 shares; 2025Q4: 10,896 shares; 2026Q1: 10,921 shares; 2026Q2: 10,612 shares 10,612 $1.77M 0.06% -309 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 2,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,350 shares; 2025Q4: 10,400 shares; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $1.76M 0.06% 0 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: 16,178 shares; 2024Q4: 17,280 shares; 2025Q1: 19,070 shares; 2025Q2: 19,776 shares; 2025Q3: 19,597 shares; 2025Q4: 19,240 shares; 2026Q1: 19,329 shares; 2026Q2: 19,586 shares 19,586 $1.72M 0.06% +257 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,000 shares; 2026Q1: 8,011 shares; 2026Q2: 8,000 shares 8,000 $1.71M 0.06% -11 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: 50,231 shares; 2024Q4: 49,352 shares; 2025Q1: 48,315 shares; 2025Q2: 50,074 shares; 2025Q3: 51,358 shares; 2025Q4: 41,529 shares; 2026Q1: 40,790 shares; 2026Q2: 40,285 shares 40,285 $1.71M 0.06% -505 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,167 shares; 2024Q4: 8,167 shares; 2025Q1: 8,185 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 7,001 shares; 2026Q1: 7,001 shares; 2026Q2: 7,001 shares 7,001 $1.68M 0.06% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,076 shares; 2024Q4: 62,876 shares; 2025Q1: 59,176 shares; 2025Q2: 58,676 shares; 2025Q3: 58,172 shares; 2025Q4: 58,172 shares; 2026Q1: 58,172 shares; 2026Q2: 57,172 shares 57,172 $1.67M 0.06% -1,000 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: 10,606 shares; 2024Q4: 11,505 shares; 2025Q1: 10,793 shares; 2025Q2: 11,142 shares; 2025Q3: 9,948 shares; 2025Q4: 9,631 shares; 2026Q1: 9,719 shares; 2026Q2: 9,114 shares 9,114 $1.66M 0.06% -605 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,446 shares; 2024Q4: 20,446 shares; 2025Q1: 20,046 shares; 2025Q2: 20,046 shares; 2025Q3: 19,714 shares; 2025Q4: 19,714 shares; 2026Q1: 19,714 shares; 2026Q2: 19,382 shares 19,382 $1.65M 0.06% -332 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: 21,806 shares; 2024Q4: 22,018 shares; 2025Q1: 22,338 shares; 2025Q2: 22,319 shares; 2025Q3: 21,263 shares; 2025Q4: 19,788 shares; 2026Q1: 19,761 shares; 2026Q2: 19,302 shares 19,302 $1.63M 0.06% -459 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,050 shares; 2024Q4: 16,499 shares; 2025Q1: 16,999 shares; 2025Q2: 17,144 shares; 2025Q3: 15,884 shares; 2025Q4: 14,431 shares; 2026Q1: 14,166 shares; 2026Q2: 12,570 shares 12,570 $1.61M 0.06% -1,596 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: 27,356 shares; 2024Q4: 32,653 shares; 2025Q1: 36,778 shares; 2025Q2: 38,921 shares; 2025Q3: 38,607 shares; 2025Q4: 36,531 shares; 2026Q1: 36,531 shares; 2026Q2: 25,032 shares 25,032 $1.6M 0.06% -11,499 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: 23,327 shares; 2024Q4: 23,614 shares; 2025Q1: 23,781 shares; 2025Q2: 24,150 shares; 2025Q3: 20,084 shares; 2025Q4: 17,888 shares; 2026Q1: 16,622 shares; 2026Q2: 16,608 shares 16,608 $1.6M 0.06% -14 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: 23,122 shares; 2024Q4: 23,501 shares; 2025Q1: 22,223 shares; 2025Q2: 22,370 shares; 2025Q3: 22,623 shares; 2025Q4: 23,619 shares; 2026Q1: 23,162 shares; 2026Q2: 21,895 shares 21,895 $1.6M 0.06% -1,267 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: 21,929 shares; 2024Q4: 21,929 shares; 2025Q1: 21,929 shares; 2025Q2: 43,858 shares; 2025Q3: 33,358 shares; 2025Q4: 33,358 shares; 2026Q1: 33,358 shares; 2026Q2: 32,959 shares 32,959 $1.58M 0.06% -399 Timeline BSCR 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: 92,906 shares; 2024Q4: 89,756 shares; 2025Q1: 89,006 shares; 2025Q2: 88,581 shares; 2025Q3: 88,626 shares; 2025Q4: 88,682 shares; 2026Q1: 82,389 shares; 2026Q2: 80,109 shares 80,109 $1.57M 0.06% -2,280 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,751 shares; 2025Q2: 2,147 shares; 2025Q3: 2,152 shares; 2025Q4: 2,134 shares; 2026Q1: 1,894 shares; 2026Q2: 5,365 shares 5,365 $1.54M 0.06% +3,471 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,025 shares; 2024Q4: 26,025 shares; 2025Q1: 26,025 shares; 2025Q2: 26,025 shares; 2025Q3: 24,525 shares; 2025Q4: 36,786 shares; 2026Q1: 36,786 shares; 2026Q2: 35,909 shares 35,909 $1.53M 0.06% -877 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: 1,847 shares; 2024Q4: 4,176 shares; 2025Q1: 4,393 shares; 2025Q2: 5,693 shares; 2025Q3: 4,189 shares; 2025Q4: 4,233 shares; 2026Q1: 4,460 shares; 2026Q2: 4,458 shares 4,458 $1.52M 0.06% -2 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,911 shares; 2024Q4: 19,211 shares; 2025Q1: 20,244 shares; 2025Q2: 23,608 shares; 2025Q3: 24,038 shares; 2025Q4: 24,181 shares; 2026Q1: 27,701 shares; 2026Q2: 36,548 shares 36,548 $1.51M 0.06% +8,847 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,971 shares; 2025Q4: 10,804 shares; 2026Q1: 14,114 shares; 2026Q2: 25,565 shares 25,565 $1.51M 0.06% +11,451 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 17,777 shares; 2025Q3: 23,166 shares; 2025Q4: 23,566 shares; 2026Q1: 24,566 shares; 2026Q2: 26,916 shares 26,916 $1.47M 0.05% +2,350 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: 26,922 shares; 2024Q4: 20,990 shares; 2025Q1: 21,080 shares; 2025Q2: 19,371 shares; 2025Q3: 19,048 shares; 2025Q4: 18,569 shares; 2026Q1: 18,569 shares; 2026Q2: 18,542 shares 18,542 $1.44M 0.05% -27 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,929 shares; 2024Q4: 2,350 shares; 2025Q1: 4,550 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 7,955 shares; 2026Q1: 8,855 shares; 2026Q2: 8,655 shares 8,655 $1.43M 0.05% -200 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: 13,625 shares; 2024Q4: 13,625 shares; 2025Q1: 13,585 shares; 2025Q2: 13,604 shares; 2025Q3: 13,491 shares; 2025Q4: 13,491 shares; 2026Q1: 12,891 shares; 2026Q2: 12,843 shares 12,843 $1.42M 0.05% -48 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,630 shares; 2024Q4: 31,630 shares; 2025Q1: 31,445 shares; 2025Q2: 31,620 shares; 2025Q3: 30,680 shares; 2025Q4: 30,535 shares; 2026Q1: 30,535 shares; 2026Q2: 30,535 shares 30,535 $1.4M 0.05% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,087 shares; 2024Q4: 12,367 shares; 2025Q1: 15,119 shares; 2025Q2: 14,773 shares; 2025Q3: 15,966 shares; 2025Q4: 16,445 shares; 2026Q1: 18,370 shares; 2026Q2: 24,830 shares 24,830 $1.39M 0.05% +6,460 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,104 shares; 2024Q4: 100,779 shares; 2025Q1: 94,173 shares; 2025Q2: 85,212 shares; 2025Q3: 82,237 shares; 2025Q4: 83,257 shares; 2026Q1: 80,517 shares; 2026Q2: 70,081 shares 70,081 $1.37M 0.05% -10,436 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,725 shares; 2025Q3: 20,055 shares; 2025Q4: 26,711 shares; 2026Q1: 51,394 shares; 2026Q2: 69,841 shares 69,841 $1.36M 0.05% +18,447 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: 11,609 shares; 2024Q4: 15,951 shares; 2025Q1: 16,808 shares; 2025Q2: 20,100 shares; 2025Q3: 21,093 shares; 2025Q4: 21,593 shares; 2026Q1: 22,116 shares; 2026Q2: 23,876 shares 23,876 $1.36M 0.05% +1,760 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,179 shares; 2024Q4: 27,983 shares; 2025Q1: 55,258 shares; 2025Q2: 56,400 shares; 2025Q3: 57,005 shares; 2025Q4: 57,005 shares; 2026Q1: 80,923 shares; 2026Q2: 54,052 shares 54,052 $1.35M 0.05% -26,871 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,915 shares; 2024Q4: 18,115 shares; 2025Q1: 18,615 shares; 2025Q2: 23,215 shares; 2025Q3: 25,205 shares; 2025Q4: 25,205 shares; 2026Q1: 25,205 shares; 2026Q2: 26,205 shares 26,205 $1.33M 0.05% +1,000 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,937 shares; 2024Q4: 11,937 shares; 2025Q1: 11,937 shares; 2025Q2: 11,937 shares; 2025Q3: 11,937 shares; 2025Q4: 11,937 shares; 2026Q1: 11,937 shares; 2026Q2: 11,937 shares 11,937 $1.33M 0.05% 0 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,560 shares; 2025Q1: 4,310 shares; 2025Q2: 4,510 shares; 2025Q3: 4,510 shares; 2025Q4: 4,510 shares; 2026Q1: 4,250 shares; 2026Q2: 3,550 shares 3,550 $1.32M 0.05% -700 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,266 shares; 2026Q2: 37,523 shares 37,523 $1.32M 0.05% +29,257 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: 9,744 shares; 2024Q4: 9,744 shares; 2025Q1: 9,792 shares; 2025Q2: 9,112 shares; 2025Q3: 7,721 shares; 2025Q4: 7,696 shares; 2026Q1: 7,496 shares; 2026Q2: 7,496 shares 7,496 $1.32M 0.05% 0 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: 8,038 shares; 2024Q4: 8,038 shares; 2025Q1: 9,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $1.3M 0.05% 0 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,852 shares; 2024Q4: 11,409 shares; 2025Q1: 14,524 shares; 2025Q2: 14,842 shares; 2025Q3: 15,970 shares; 2025Q4: 16,812 shares; 2026Q1: 19,817 shares; 2026Q2: 36,154 shares 36,154 $1.29M 0.05% +16,337 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,612 shares; 2025Q1: 12,580 shares; 2025Q2: 13,534 shares; 2025Q3: 16,421 shares; 2025Q4: 22,100 shares; 2026Q1: 24,053 shares; 2026Q2: 25,032 shares 25,032 $1.29M 0.05% +979 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: 3,364 shares; 2024Q4: 4,709 shares; 2025Q1: 7,856 shares; 2025Q2: 9,334 shares; 2025Q3: 10,632 shares; 2025Q4: 11,055 shares; 2026Q1: 11,754 shares; 2026Q2: 13,226 shares 13,226 $1.28M 0.05% +1,472 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: 8,406 shares; 2024Q4: 8,406 shares; 2025Q1: 7,831 shares; 2025Q2: 7,731 shares; 2025Q3: 7,261 shares; 2025Q4: 7,261 shares; 2026Q1: 6,891 shares; 2026Q2: 6,816 shares 6,816 $1.27M 0.05% -75 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,689 shares; 2024Q4: 4,780 shares; 2025Q1: 4,885 shares; 2025Q2: 4,878 shares; 2025Q3: 4,788 shares; 2025Q4: 4,809 shares; 2026Q1: 4,650 shares; 2026Q2: 4,323 shares 4,323 $1.27M 0.05% -327 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,875 shares; 2025Q3: 11,630 shares; 2025Q4: 16,230 shares; 2026Q1: 38,165 shares; 2026Q2: 42,089 shares 42,089 $1.26M 0.05% +3,924 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: 9,962 shares; 2024Q4: 9,862 shares; 2025Q1: 9,862 shares; 2025Q2: 9,862 shares; 2025Q3: 9,609 shares; 2025Q4: 9,329 shares; 2026Q1: 9,938 shares; 2026Q2: 11,411 shares 11,411 $1.26M 0.05% +1,473 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,374 shares; 2025Q2: 12,140 shares; 2025Q3: 19,563 shares; 2025Q4: 26,301 shares; 2026Q1: 28,189 shares; 2026Q2: 32,707 shares 32,707 $1.25M 0.05% +4,518 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,667 shares; 2026Q2: 6,562 shares 6,562 $1.24M 0.05% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,755 shares; 2025Q4: 29,535 shares; 2026Q1: 39,227 shares; 2026Q2: 46,822 shares 46,822 $1.24M 0.05% +7,595 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: 24,087 shares; 2024Q4: 24,472 shares; 2025Q1: 24,830 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares; 2025Q4: 23,803 shares; 2026Q1: 23,534 shares; 2026Q2: 22,742 shares 22,742 $1.23M 0.05% -792 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,586 shares; 2024Q4: 14,675 shares; 2025Q1: 14,424 shares; 2025Q2: 13,685 shares; 2025Q3: 13,275 shares; 2025Q4: 13,188 shares; 2026Q1: 13,611 shares; 2026Q2: 13,196 shares 13,196 $1.23M 0.04% -415 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: 7,358 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,940 shares; 2025Q3: 4,243 shares; 2025Q4: 4,586 shares; 2026Q1: 4,636 shares; 2026Q2: 4,701 shares 4,701 $1.22M 0.04% +65 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: not reported; 2024Q4: 2,465 shares; 2025Q1: 3,330 shares; 2025Q2: 4,545 shares; 2025Q3: 4,223 shares; 2025Q4: 3,829 shares; 2026Q1: 3,719 shares; 2026Q2: 3,637 shares 3,637 $1.22M 0.04% -82 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,472 shares; 2024Q4: 7,616 shares; 2025Q1: 6,841 shares; 2025Q2: 9,721 shares; 2025Q3: 8,802 shares; 2025Q4: 9,207 shares; 2026Q1: 9,002 shares; 2026Q2: 10,807 shares 10,807 $1.19M 0.04% +1,805 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: 22,297 shares; 2024Q4: 22,297 shares; 2025Q1: 22,477 shares; 2025Q2: 22,477 shares; 2025Q3: 22,557 shares; 2025Q4: 22,557 shares; 2026Q1: 22,727 shares; 2026Q2: 22,927 shares 22,927 $1.19M 0.04% +200 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: 22,940 shares; 2024Q4: 16,940 shares; 2025Q1: 16,940 shares; 2025Q2: 16,940 shares; 2025Q3: 15,940 shares; 2025Q4: 16,265 shares; 2026Q1: 15,815 shares; 2026Q2: 15,635 shares 15,635 $1.18M 0.04% -180 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,730 shares; 2024Q4: 9,356 shares; 2025Q1: 9,986 shares; 2025Q2: 9,936 shares; 2025Q3: 7,673 shares; 2025Q4: 7,643 shares; 2026Q1: 7,675 shares; 2026Q2: 7,666 shares 7,666 $1.16M 0.04% -9 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: 3,531 shares; 2024Q4: 3,556 shares; 2025Q1: 3,479 shares; 2025Q2: 3,450 shares; 2025Q3: 3,392 shares; 2025Q4: 3,223 shares; 2026Q1: 3,220 shares; 2026Q2: 2,905 shares 2,905 $1.16M 0.04% -315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 11,108 shares; 2026Q1: 12,500 shares; 2026Q2: 12,945 shares 12,945 $1.15M 0.04% +445 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,473 shares; 2026Q1: 15,288 shares; 2026Q2: 15,116 shares 15,116 $1.15M 0.04% -172 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,287 shares; 2024Q4: 4,287 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares; 2026Q2: 4,290 shares 4,290 $1.15M 0.04% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,024 shares; 2024Q4: 15,024 shares; 2025Q1: 15,024 shares; 2025Q2: 15,024 shares; 2025Q3: 15,024 shares; 2025Q4: 15,024 shares; 2026Q1: 15,024 shares; 2026Q2: 15,024 shares 15,024 $1.14M 0.04% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,804 shares; 2024Q4: 13,804 shares; 2025Q1: 14,440 shares; 2025Q2: 14,440 shares; 2025Q3: 14,077 shares; 2025Q4: 13,077 shares; 2026Q1: 13,077 shares; 2026Q2: 12,574 shares 12,574 $1.13M 0.04% -503 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,312 shares; 2026Q2: 9,994 shares 9,994 $1.13M 0.04% +1,682 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,659 shares; 2024Q4: 11,778 shares; 2025Q1: 11,863 shares; 2025Q2: 12,168 shares; 2025Q3: 12,630 shares; 2025Q4: 11,960 shares; 2026Q1: 11,014 shares; 2026Q2: 10,104 shares 10,104 $1.12M 0.04% -910 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: 6,165 shares; 2024Q4: 4,463 shares; 2025Q1: 3,113 shares; 2025Q2: 3,223 shares; 2025Q3: 3,086 shares; 2025Q4: 3,125 shares; 2026Q1: 2,914 shares; 2026Q2: 2,901 shares 2,901 $1.12M 0.04% -13 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,271 shares; 2024Q4: 4,422 shares; 2025Q1: 4,795 shares; 2025Q2: 4,813 shares; 2025Q3: 4,941 shares; 2025Q4: 5,282 shares; 2026Q1: 5,490 shares; 2026Q2: 5,610 shares 5,610 $1.12M 0.04% +120 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: 9,520 shares; 2024Q4: 9,271 shares; 2025Q1: 8,861 shares; 2025Q2: 8,632 shares; 2025Q3: 8,883 shares; 2025Q4: 8,268 shares; 2026Q1: 8,268 shares; 2026Q2: 7,936 shares 7,936 $1.09M 0.04% -332 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,798 shares; 2024Q4: 5,798 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares; 2025Q3: 5,798 shares; 2025Q4: 5,798 shares; 2026Q1: 5,798 shares; 2026Q2: 5,798 shares 5,798 $1.09M 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 4,274 shares; 2025Q1: 4,372 shares; 2025Q2: 4,468 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares; 2026Q1: 4,468 shares; 2026Q2: 4,468 shares 4,468 $1.08M 0.04% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,995 shares; 2025Q3: 16,865 shares; 2025Q4: 23,470 shares; 2026Q1: 38,935 shares; 2026Q2: 49,509 shares 49,509 $1.08M 0.04% +10,574 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: 6,055 shares; 2024Q4: 6,547 shares; 2025Q1: 7,237 shares; 2025Q2: 7,335 shares; 2025Q3: 7,458 shares; 2025Q4: 7,353 shares; 2026Q1: 7,253 shares; 2026Q2: 6,587 shares 6,587 $1.07M 0.04% -666 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: 11,800 shares; 2024Q4: 11,500 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,175 shares; 2025Q4: 11,175 shares; 2026Q1: 10,900 shares; 2026Q2: 10,900 shares 10,900 $1.06M 0.04% 0 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: 5,319 shares; 2024Q4: 5,374 shares; 2025Q1: 6,839 shares; 2025Q2: 6,099 shares; 2025Q3: 5,299 shares; 2025Q4: 4,884 shares; 2026Q1: 6,628 shares; 2026Q2: 8,316 shares 8,316 $1.04M 0.04% +1,688 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,620 shares; 2024Q4: 8,620 shares; 2025Q1: 8,777 shares; 2025Q2: 8,636 shares; 2025Q3: 8,636 shares; 2025Q4: 8,145 shares; 2026Q1: 8,145 shares; 2026Q2: 8,145 shares 8,145 $1.03M 0.04% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,602 shares; 2024Q4: 16,666 shares; 2025Q1: 16,730 shares; 2025Q2: 16,730 shares; 2025Q3: 16,224 shares; 2025Q4: 14,224 shares; 2026Q1: 14,450 shares; 2026Q2: 13,562 shares 13,562 $1.03M 0.04% -888 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,050 shares; 2024Q4: 9,200 shares; 2025Q1: 10,170 shares; 2025Q2: 11,545 shares; 2025Q3: 12,245 shares; 2025Q4: 13,345 shares; 2026Q1: 14,730 shares; 2026Q2: 16,060 shares 16,060 $1.02M 0.04% +1,330 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,916 shares; 2025Q4: 5,349 shares; 2026Q1: 5,420 shares; 2026Q2: 6,129 shares 6,129 $1.01M 0.04% +709 Timeline DAX 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: 48,800 shares; 2026Q2: 22,550 shares 22,550 $1.01M 0.04% -26,250 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 6,191 shares; 2025Q1: 6,199 shares; 2025Q2: 6,478 shares; 2025Q3: 6,419 shares; 2025Q4: 6,351 shares; 2026Q1: 9,845 shares; 2026Q2: 10,845 shares 10,845 $994K 0.04% +1,000 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: 4,298 shares; 2024Q4: 4,046 shares; 2025Q1: 3,269 shares; 2025Q2: 3,220 shares; 2025Q3: 3,194 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares; 2026Q2: 3,136 shares 3,136 $986K 0.04% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,575 shares; 2025Q1: 4,645 shares; 2025Q2: 4,985 shares; 2025Q3: 4,290 shares; 2025Q4: 4,390 shares; 2026Q1: 5,555 shares; 2026Q2: 6,025 shares 6,025 $986K 0.04% +470 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,463 shares; 2025Q1: 6,222 shares; 2025Q2: 6,472 shares; 2025Q3: 6,472 shares; 2025Q4: 7,222 shares; 2026Q1: 7,222 shares; 2026Q2: 8,939 shares 8,939 $972K 0.04% +1,717 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: 10,951 shares; 2024Q4: 12,548 shares; 2025Q1: 9,264 shares; 2025Q2: 8,217 shares; 2025Q3: 4,117 shares; 2025Q4: 3,957 shares; 2026Q1: 3,546 shares; 2026Q2: 5,057 shares 5,057 $965K 0.04% +1,511 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: 7,440 shares; 2024Q4: 7,314 shares; 2025Q1: 7,173 shares; 2025Q2: 7,495 shares; 2025Q3: 15,356 shares; 2025Q4: 15,895 shares; 2026Q1: 17,415 shares; 2026Q2: 19,186 shares 19,186 $964K 0.04% +1,771 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 5,471 shares; 2025Q4: 9,276 shares; 2026Q1: 11,716 shares; 2026Q2: 14,121 shares 14,121 $949K 0.03% +2,405 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,665 shares; 2025Q3: 21,495 shares; 2025Q4: 21,495 shares; 2026Q1: 36,310 shares; 2026Q2: 46,895 shares 46,895 $947K 0.03% +10,585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 2,115 shares; 2025Q4: 3,087 shares; 2026Q1: 2,837 shares; 2026Q2: 2,187 shares 2,187 $944K 0.03% -650 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: 5,520 shares; 2024Q4: 6,484 shares; 2025Q1: 7,899 shares; 2025Q2: 8,282 shares; 2025Q3: 8,712 shares; 2025Q4: 9,932 shares; 2026Q1: 11,376 shares; 2026Q2: 11,485 shares 11,485 $941K 0.03% +109 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,712 shares; 2024Q4: 69,388 shares; 2025Q1: 73,779 shares; 2025Q2: 75,072 shares; 2025Q3: 64,435 shares; 2025Q4: 47,485 shares; 2026Q1: 45,426 shares; 2026Q2: 38,218 shares 38,218 $936K 0.03% -7,208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 3,011 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares; 2026Q2: 3,136 shares 3,136 $934K 0.03% -30 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,010 shares; 2026Q2: 2,000 shares 2,000 $931K 0.03% -10 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,186 shares; 2024Q4: 38,672 shares; 2025Q1: 36,112 shares; 2025Q2: 32,602 shares; 2025Q3: 29,452 shares; 2025Q4: 27,488 shares; 2026Q1: 26,878 shares; 2026Q2: 24,432 shares 24,432 $930K 0.03% -2,446 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: 2,327 shares; 2024Q4: 2,362 shares; 2025Q1: 2,317 shares; 2025Q2: 2,460 shares; 2025Q3: 2,515 shares; 2025Q4: 2,545 shares; 2026Q1: 2,641 shares; 2026Q2: 2,661 shares 2,661 $909K 0.03% +20 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: 6,489 shares; 2024Q4: 6,489 shares; 2025Q1: 6,489 shares; 2025Q2: 6,489 shares; 2025Q3: 5,941 shares; 2025Q4: 5,940 shares; 2026Q1: 5,578 shares; 2026Q2: 5,578 shares 5,578 $892K 0.03% 0 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY 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: 15,043 shares 15,043 $883K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,663 shares; 2026Q2: 10,663 shares 10,663 $878K 0.03% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 3,000 shares; 2026Q2: 2,950 shares 2,950 $864K 0.03% -50 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 4,021 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,026 shares; 2026Q2: 3,804 shares 3,804 $863K 0.03% +778 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: 59,115 shares; 2024Q4: 49,187 shares; 2025Q1: 49,396 shares; 2025Q2: 43,198 shares; 2025Q3: 40,454 shares; 2025Q4: 35,537 shares; 2026Q1: 37,659 shares; 2026Q2: 35,669 shares 35,669 $859K 0.03% -1,990 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: 50,640 shares; 2024Q4: 50,580 shares; 2025Q1: 56,467 shares; 2025Q2: 74,130 shares; 2025Q3: 76,379 shares; 2025Q4: 61,724 shares; 2026Q1: 45,888 shares; 2026Q2: 41,237 shares 41,237 $854K 0.03% -4,651 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,745 shares; 2025Q4: 3,391 shares; 2026Q1: 4,121 shares; 2026Q2: 4,491 shares 4,491 $851K 0.03% +370 Timeline EBND 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: 40,680 shares; 2024Q4: 37,995 shares; 2025Q1: 36,574 shares; 2025Q2: 39,469 shares; 2025Q3: 37,725 shares; 2025Q4: 35,716 shares; 2026Q1: 39,557 shares; 2026Q2: 40,548 shares 40,548 $848K 0.03% +991 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,371 shares; 2024Q4: 6,321 shares; 2025Q1: 6,271 shares; 2025Q2: 6,271 shares; 2025Q3: 6,271 shares; 2025Q4: 6,271 shares; 2026Q1: 6,271 shares; 2026Q2: 30,655 shares 30,655 $840K 0.03% +24,384 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: 3,379 shares; 2024Q4: 3,382 shares; 2025Q1: 3,317 shares; 2025Q2: 3,316 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,024 shares; 2026Q2: 3,410 shares 3,410 $827K 0.03% +386 Timeline BSCS 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: 50,170 shares; 2024Q4: 50,564 shares; 2025Q1: 49,989 shares; 2025Q2: 44,449 shares; 2025Q3: 42,188 shares; 2025Q4: 39,757 shares; 2026Q1: 40,583 shares; 2026Q2: 40,583 shares 40,583 $826K 0.03% 0 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: 1,635 shares; 2024Q4: 1,784 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,976 shares; 2026Q2: 2,853 shares 2,853 $808K 0.03% +877 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: 457 shares; 2024Q4: 497 shares; 2025Q1: 515 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 685 shares; 2026Q1: 763 shares; 2026Q2: 713 shares 713 $808K 0.03% -50 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,531 shares; 2024Q4: 10,281 shares; 2025Q1: 15,877 shares; 2025Q2: 19,360 shares; 2025Q3: 20,360 shares; 2025Q4: 16,060 shares; 2026Q1: 14,910 shares; 2026Q2: 14,537 shares 14,537 $807K 0.03% -373 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: 20,748 shares; 2024Q4: 20,421 shares; 2025Q1: 27,361 shares; 2025Q2: 30,076 shares; 2025Q3: 29,276 shares; 2025Q4: 28,796 shares; 2026Q1: 28,316 shares; 2026Q2: 11,176 shares 11,176 $806K 0.03% -17,140 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 1,241 shares; 2026Q2: 1,241 shares 1,241 $799K 0.03% 0 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: 12,026 shares; 2024Q4: 11,823 shares; 2025Q1: 12,055 shares; 2025Q2: 12,173 shares; 2025Q3: 12,174 shares; 2025Q4: 10,224 shares; 2026Q1: 9,124 shares; 2026Q2: 8,573 shares 8,573 $791K 0.03% -551 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,736 shares; 2026Q2: 3,724 shares 3,724 $789K 0.03% -12 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: 2,844 shares; 2024Q4: 2,888 shares; 2025Q1: 2,403 shares; 2025Q2: 2,313 shares; 2025Q3: 2,308 shares; 2025Q4: 4,616 shares; 2026Q1: 4,061 shares; 2026Q2: 4,130 shares 4,130 $787K 0.03% +69 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 7,918 shares; 2025Q1: 5,227 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,587 shares; 2026Q1: 4,248 shares; 2026Q2: 4,203 shares 4,203 $773K 0.03% -45 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,860 shares; 2025Q3: 17,725 shares; 2025Q4: 19,615 shares; 2026Q1: 30,585 shares; 2026Q2: 36,852 shares 36,852 $768K 0.03% +6,267 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: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,670 shares; 2025Q2: 2,741 shares; 2025Q3: 2,697 shares; 2025Q4: 2,689 shares; 2026Q1: 3,059 shares; 2026Q2: 3,047 shares 3,047 $750K 0.03% -12 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.03% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,105 shares; 2025Q3: 29,115 shares; 2025Q4: 23,390 shares; 2026Q1: 24,725 shares; 2026Q2: 28,825 shares 28,825 $746K 0.03% +4,100 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 2,084 shares; 2025Q2: 2,101 shares; 2025Q3: 2,117 shares; 2025Q4: 2,062 shares; 2026Q1: 2,062 shares; 2026Q2: 2,067 shares 2,067 $745K 0.03% +5 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,065 shares; 2024Q4: 11,065 shares; 2025Q1: 10,910 shares; 2025Q2: 10,565 shares; 2025Q3: 10,245 shares; 2025Q4: 10,065 shares; 2026Q1: 10,300 shares; 2026Q2: 11,500 shares 11,500 $744K 0.03% +1,200 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,945 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,841 shares; 2025Q4: 5,841 shares; 2026Q1: 5,841 shares; 2026Q2: 5,027 shares 5,027 $736K 0.03% -814 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: 19,211 shares; 2024Q4: 18,011 shares; 2025Q1: 16,400 shares; 2025Q2: 15,460 shares; 2025Q3: 12,872 shares; 2025Q4: 12,763 shares; 2026Q1: 12,291 shares; 2026Q2: 12,082 shares 12,082 $736K 0.03% -209 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $733K 0.03% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 7,053 shares; 2025Q2: 7,137 shares; 2025Q3: 7,232 shares; 2025Q4: 7,526 shares; 2026Q1: 10,923 shares; 2026Q2: 17,174 shares 17,174 $729K 0.03% +6,251 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: 9,963 shares; 2024Q4: 7,700 shares; 2025Q1: 7,327 shares; 2025Q2: 7,887 shares; 2025Q3: 7,889 shares; 2025Q4: 6,860 shares; 2026Q1: 6,717 shares; 2026Q2: 6,967 shares 6,967 $721K 0.03% +250 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: not reported; 2024Q4: not reported; 2025Q1: 1,715 shares; 2025Q2: 2,532 shares; 2025Q3: 2,794 shares; 2025Q4: 3,299 shares; 2026Q1: 3,720 shares; 2026Q2: 3,868 shares 3,868 $716K 0.03% +148 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,185 shares; 2025Q2: 7,960 shares; 2025Q3: 9,060 shares; 2025Q4: 9,245 shares; 2026Q1: 9,245 shares; 2026Q2: 9,635 shares 9,635 $713K 0.03% +390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,248 shares; 2026Q2: 1,596 shares 1,596 $712K 0.03% +348 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,890 shares; 2025Q3: 29,575 shares; 2025Q4: 23,785 shares; 2026Q1: 24,395 shares; 2026Q2: 27,530 shares 27,530 $710K 0.03% +3,135 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: 4,218 shares; 2024Q4: 4,741 shares; 2025Q1: 5,831 shares; 2025Q2: 6,104 shares; 2025Q3: 6,544 shares; 2025Q4: 6,755 shares; 2026Q1: 6,730 shares; 2026Q2: 6,605 shares 6,605 $708K 0.03% -125 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,248 shares; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 3,850 shares; 2025Q4: 4,276 shares; 2026Q1: 4,526 shares; 2026Q2: 4,526 shares 4,526 $707K 0.03% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,622 shares; 2024Q4: 7,432 shares; 2025Q1: 8,231 shares; 2025Q2: 8,745 shares; 2025Q3: 8,790 shares; 2025Q4: 8,779 shares; 2026Q1: 9,539 shares; 2026Q2: 9,123 shares 9,123 $700K 0.03% -416 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $695K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 4,553 shares; 2026Q1: 4,231 shares; 2026Q2: 4,231 shares 4,231 $691K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 731 shares; 2026Q2: 1,392 shares 1,392 $689K 0.03% +661 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: 40,756 shares; 2024Q4: 39,556 shares; 2025Q1: 39,233 shares; 2025Q2: 39,068 shares; 2025Q3: 33,511 shares; 2025Q4: 30,377 shares; 2026Q1: 29,897 shares; 2026Q2: 28,457 shares 28,457 $681K 0.02% -1,440 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,174 shares; 2024Q4: 10,174 shares; 2025Q1: 9,607 shares; 2025Q2: 9,513 shares; 2025Q3: 9,389 shares; 2025Q4: 8,287 shares; 2026Q1: 8,265 shares; 2026Q2: 8,165 shares 8,165 $669K 0.02% -100 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 7,334 shares; 2026Q1: 7,918 shares; 2026Q2: 7,553 shares 7,553 $669K 0.02% -365 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,085 shares; 2025Q2: 4,085 shares; 2025Q3: 10,662 shares; 2025Q4: 14,082 shares; 2026Q1: 21,272 shares; 2026Q2: 25,794 shares 25,794 $666K 0.02% +4,522 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 4,121 shares; 2025Q1: 4,198 shares; 2025Q2: 4,672 shares; 2025Q3: 4,402 shares; 2025Q4: 3,290 shares; 2026Q1: 2,440 shares; 2026Q2: 1,932 shares 1,932 $665K 0.02% -508 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG 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: 10,297 shares; 2026Q1: 10,847 shares; 2026Q2: 10,847 shares 10,847 $653K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 3,785 shares; 2025Q3: 3,777 shares; 2025Q4: 3,892 shares; 2026Q1: 4,074 shares; 2026Q2: 3,823 shares 3,823 $649K 0.02% -251 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,622 shares; 2024Q4: 2,601 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,594 shares; 2025Q4: 2,576 shares; 2026Q1: 2,576 shares; 2026Q2: 2,570 shares 2,570 $648K 0.02% -6 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: 34,328 shares; 2024Q4: 30,524 shares; 2025Q1: 25,919 shares; 2025Q2: 25,924 shares; 2025Q3: 26,605 shares; 2025Q4: 25,967 shares; 2026Q1: 22,667 shares; 2026Q2: 15,487 shares 15,487 $643K 0.02% -7,180 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: 2,296 shares; 2024Q4: 2,296 shares; 2025Q1: 2,272 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,172 shares; 2026Q1: 1,947 shares; 2026Q2: 1,947 shares 1,947 $643K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,386 shares; 2026Q2: 2,286 shares 2,286 $639K 0.02% -100 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,449 shares; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares; 2026Q1: 1,547 shares; 2026Q2: 1,522 shares 1,522 $634K 0.02% -25 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,790 shares; 2025Q2: 28,165 shares; 2025Q3: 28,215 shares; 2025Q4: 31,215 shares; 2026Q1: 34,888 shares; 2026Q2: 47,079 shares 47,079 $629K 0.02% +12,191 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,660 shares; 2024Q4: 5,363 shares; 2025Q1: 5,390 shares; 2025Q2: 5,365 shares; 2025Q3: 5,416 shares; 2025Q4: 5,031 shares; 2026Q1: 5,081 shares; 2026Q2: 4,734 shares 4,734 $623K 0.02% -347 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: 2,430 shares; 2025Q1: 3,508 shares; 2025Q2: 3,266 shares; 2025Q3: 3,204 shares; 2025Q4: 2,993 shares; 2026Q1: 2,761 shares; 2026Q2: 2,760 shares 2,760 $622K 0.02% -1 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,300 shares; 2025Q3: 8,680 shares; 2025Q4: 9,730 shares; 2026Q1: 9,730 shares; 2026Q2: 9,730 shares 9,730 $621K 0.02% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,870 shares; 2026Q2: 26,985 shares 26,985 $612K 0.02% +3,115 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: 9,851 shares; 2024Q4: 9,351 shares; 2025Q1: 9,333 shares; 2025Q2: 8,812 shares; 2025Q3: 7,399 shares; 2025Q4: 6,490 shares; 2026Q1: 6,464 shares; 2026Q2: 6,408 shares 6,408 $612K 0.02% -56 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares; 2026Q1: 5,021 shares; 2026Q2: 5,021 shares 5,021 $597K 0.02% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583 shares; 2025Q4: 648 shares; 2026Q1: 769 shares; 2026Q2: 1,059 shares 1,059 $595K 0.02% +290 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 5,000 shares; 2026Q2: 5,000 shares 5,000 $594K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,439 shares; 2024Q4: 7,439 shares; 2025Q1: 7,131 shares; 2025Q2: 7,131 shares; 2025Q3: 7,131 shares; 2025Q4: 7,131 shares; 2026Q1: 7,131 shares; 2026Q2: 7,107 shares 7,107 $594K 0.02% -24 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA 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: 18,050 shares; 2026Q1: 18,800 shares; 2026Q2: 18,800 shares 18,800 $590K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 143 shares; 2025Q3: 329 shares; 2025Q4: 212 shares; 2026Q1: 276 shares; 2026Q2: 344 shares 344 $584K 0.02% +68 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: 31,250 shares; 2024Q4: 31,103 shares; 2025Q1: 30,913 shares; 2025Q2: 29,683 shares; 2025Q3: 25,208 shares; 2025Q4: 22,918 shares; 2026Q1: 16,503 shares; 2026Q2: 10,020 shares 10,020 $584K 0.02% -6,483 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,648 shares; 2024Q4: 5,356 shares; 2025Q1: 5,612 shares; 2025Q2: 5,970 shares; 2025Q3: 7,747 shares; 2025Q4: 8,282 shares; 2026Q1: 6,447 shares; 2026Q2: 5,917 shares 5,917 $582K 0.02% -530 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,230 shares; 2025Q1: not reported; 2025Q2: 4,080 shares; 2025Q3: 5,087 shares; 2025Q4: 6,587 shares; 2026Q1: 6,287 shares; 2026Q2: 6,512 shares 6,512 $580K 0.02% +225 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 4,150 shares; 2025Q1: 4,354 shares; 2025Q2: 4,754 shares; 2025Q3: 4,954 shares; 2025Q4: 4,854 shares; 2026Q1: 4,454 shares; 2026Q2: 3,954 shares 3,954 $578K 0.02% -500 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,577 shares; 2026Q1: 3,260 shares; 2026Q2: 3,270 shares 3,270 $577K 0.02% +10 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,509 shares; 2025Q3: 19,617 shares; 2025Q4: 36,617 shares; 2026Q1: 41,517 shares; 2026Q2: 41,517 shares 41,517 $573K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 3,364 shares; 2025Q1: 3,382 shares; 2025Q2: 3,211 shares; 2025Q3: 2,612 shares; 2025Q4: 2,502 shares; 2026Q1: 2,004 shares; 2026Q2: 1,912 shares 1,912 $572K 0.02% -92 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: 1,828 shares; 2024Q4: 1,799 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,748 shares; 2026Q2: 1,395 shares 1,395 $568K 0.02% -353 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,579 shares; 2025Q2: 10,362 shares; 2025Q3: 11,482 shares; 2025Q4: 12,707 shares; 2026Q1: 13,812 shares; 2026Q2: 13,712 shares 13,712 $567K 0.02% -100 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: 685 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 798 shares; 2026Q2: 788 shares 788 $562K 0.02% -10 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,636 shares 10,636 $561K 0.02% new 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: 25,229 shares; 2024Q4: 25,229 shares; 2025Q1: 28,743 shares; 2025Q2: 28,745 shares; 2025Q3: 28,775 shares; 2025Q4: 27,550 shares; 2026Q1: 29,062 shares; 2026Q2: 29,063 shares 29,063 $556K 0.02% +1 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: 5,105 shares; 2024Q4: 5,331 shares; 2025Q1: 5,410 shares; 2025Q2: 5,513 shares; 2025Q3: 6,848 shares; 2025Q4: 7,047 shares; 2026Q1: 7,242 shares; 2026Q2: 6,983 shares 6,983 $551K 0.02% -259 Timeline MOO 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: 10,158 shares; 2024Q4: 8,322 shares; 2025Q1: 7,179 shares; 2025Q2: 7,167 shares; 2025Q3: 6,848 shares; 2025Q4: 6,868 shares; 2026Q1: 6,921 shares; 2026Q2: 6,915 shares 6,915 $548K 0.02% -6 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 3,645 shares; 2025Q3: 3,350 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares; 2026Q2: 5,935 shares 5,935 $547K 0.02% +2,390 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,425 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 2,629 shares; 2026Q2: 2,644 shares 2,644 $545K 0.02% +15 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,204 shares; 2024Q4: 28,204 shares; 2025Q1: 30,351 shares; 2025Q2: 30,351 shares; 2025Q3: 29,234 shares; 2025Q4: 29,830 shares; 2026Q1: 28,261 shares; 2026Q2: 25,561 shares 25,561 $544K 0.02% -2,700 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,241 shares; 2024Q4: 5,778 shares; 2025Q1: 6,289 shares; 2025Q2: 11,294 shares; 2025Q3: 11,294 shares; 2025Q4: 11,289 shares; 2026Q1: 11,089 shares; 2026Q2: 11,089 shares 11,089 $541K 0.02% 0 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: 6,167 shares; 2024Q4: 6,244 shares; 2025Q1: 6,239 shares; 2025Q2: 6,241 shares; 2025Q3: 4,793 shares; 2025Q4: 5,046 shares; 2026Q1: 4,941 shares; 2026Q2: 4,838 shares 4,838 $541K 0.02% -103 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: 4,811 shares; 2024Q4: 3,783 shares; 2025Q1: 4,585 shares; 2025Q2: 5,207 shares; 2025Q3: 4,769 shares; 2025Q4: 9,490 shares; 2026Q1: 8,900 shares; 2026Q2: 10,106 shares 10,106 $537K 0.02% +1,206 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: 19,764 shares; 2024Q4: 20,650 shares; 2025Q1: 20,169 shares; 2025Q2: 18,838 shares; 2025Q3: 12,991 shares; 2025Q4: 11,884 shares; 2026Q1: 12,487 shares; 2026Q2: 10,713 shares 10,713 $534K 0.02% -1,774 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $531K 0.02% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,113 shares; 2024Q4: 4,113 shares; 2025Q1: 4,096 shares; 2025Q2: 4,069 shares; 2025Q3: 4,069 shares; 2025Q4: 3,972 shares; 2026Q1: 3,972 shares; 2026Q2: 3,723 shares 3,723 $523K 0.02% -249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 6,979 shares; 2026Q1: 7,747 shares; 2026Q2: 7,897 shares 7,897 $518K 0.02% +150 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,654 shares; 2024Q4: 8,418 shares; 2025Q1: 9,918 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares; 2026Q1: 10,355 shares; 2026Q2: 10,355 shares 10,355 $516K 0.02% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,073 shares; 2026Q2: 10,000 shares 10,000 $516K 0.02% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,235 shares; 2026Q1: 6,875 shares; 2026Q2: 11,255 shares 11,255 $514K 0.02% +4,380 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: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares; 2026Q1: 2,818 shares; 2026Q2: 2,818 shares 2,818 $514K 0.02% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,614 shares; 2025Q2: 16,138 shares; 2025Q3: 16,137 shares; 2025Q4: 16,137 shares; 2026Q1: 16,637 shares; 2026Q2: 24,660 shares 24,660 $510K 0.02% +8,023 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 1,242 shares; 2026Q1: 1,254 shares; 2026Q2: 1,297 shares 1,297 $500K 0.02% +43 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,237 shares; 2024Q4: 9,219 shares; 2025Q1: 9,729 shares; 2025Q2: 10,768 shares; 2025Q3: 10,558 shares; 2025Q4: 10,558 shares; 2026Q1: 15,865 shares; 2026Q2: 18,649 shares 18,649 $499K 0.02% +2,784 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 16,685 shares; 2026Q1: 33,920 shares; 2026Q2: 51,061 shares 51,061 $496K 0.02% +17,141 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,845 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $495K 0.02% 0 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: 11,022 shares; 2024Q4: 11,602 shares; 2025Q1: 10,890 shares; 2025Q2: 10,804 shares; 2025Q3: 10,715 shares; 2025Q4: 9,635 shares; 2026Q1: 8,479 shares; 2026Q2: 8,479 shares 8,479 $495K 0.02% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,400 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $494K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,900 shares; 2026Q2: 5,603 shares 5,603 $492K 0.02% +2,703 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: 21,437 shares; 2024Q4: 21,437 shares; 2025Q1: 21,709 shares; 2025Q2: 19,609 shares; 2025Q3: 16,803 shares; 2025Q4: 16,803 shares; 2026Q1: 16,651 shares; 2026Q2: 14,084 shares 14,084 $490K 0.02% -2,567 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,105 shares; 2026Q2: 19,430 shares 19,430 $489K 0.02% +1,325 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: 622 shares; 2024Q4: 658 shares; 2025Q1: 668 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 6,598 shares; 2026Q1: 7,078 shares; 2026Q2: 6,820 shares 6,820 $487K 0.02% -258 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: 5,658 shares; 2024Q4: 6,637 shares; 2025Q1: 6,205 shares; 2025Q2: 5,942 shares; 2025Q3: 5,604 shares; 2025Q4: 5,143 shares; 2026Q1: 6,522 shares; 2026Q2: 3,681 shares 3,681 $481K 0.02% -2,841 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,812 shares; 2026Q1: 13,562 shares; 2026Q2: 14,528 shares 14,528 $478K 0.02% +966 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,035 shares; 2024Q4: 5,861 shares; 2025Q1: 6,061 shares; 2025Q2: 6,061 shares; 2025Q3: 6,061 shares; 2025Q4: 6,061 shares; 2026Q1: 6,061 shares; 2026Q2: 6,268 shares 6,268 $478K 0.02% +207 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,595 shares; 2024Q4: 2,089 shares; 2025Q1: 2,071 shares; 2025Q2: 2,081 shares; 2025Q3: 1,981 shares; 2025Q4: 1,991 shares; 2026Q1: 2,098 shares; 2026Q2: 2,082 shares 2,082 $476K 0.02% -16 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,126 shares; 2025Q1: 1,139 shares; 2025Q2: 1,163 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $476K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,585 shares; 2024Q4: 3,160 shares; 2025Q1: 3,804 shares; 2025Q2: 4,045 shares; 2025Q3: 4,062 shares; 2025Q4: 3,538 shares; 2026Q1: 3,506 shares; 2026Q2: 3,466 shares 3,466 $474K 0.02% -40 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,166 shares; 2024Q4: 5,667 shares; 2025Q1: 5,926 shares; 2025Q2: 5,634 shares; 2025Q3: 5,636 shares; 2025Q4: 5,987 shares; 2026Q1: 5,859 shares; 2026Q2: 5,558 shares 5,558 $465K 0.02% -301 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 608 shares; 2026Q2: 604 shares 604 $461K 0.02% -4 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144,700 shares; 2025Q3: 195,568 shares; 2025Q4: 43,711 shares; 2026Q1: 27,391 shares; 2026Q2: 24,975 shares 24,975 $461K 0.02% -2,416 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,858 shares 5,858 $457K 0.02% new Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,635 shares; 2026Q2: 12,100 shares 12,100 $455K 0.02% -1,535 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: 4,716 shares; 2024Q4: 4,862 shares; 2025Q1: 4,863 shares; 2025Q2: 4,864 shares; 2025Q3: 5,225 shares; 2025Q4: 6,119 shares; 2026Q1: 6,120 shares; 2026Q2: 6,121 shares 6,121 $455K 0.02% +1 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: 1,568 shares; 2024Q4: 1,837 shares; 2025Q1: 1,863 shares; 2025Q2: 1,893 shares; 2025Q3: 2,246 shares; 2025Q4: 2,247 shares; 2026Q1: 2,047 shares; 2026Q2: 1,901 shares 1,901 $454K 0.02% -146 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 4,994 shares; 2025Q4: 5,348 shares; 2026Q1: 6,903 shares; 2026Q2: 7,818 shares 7,818 $453K 0.02% +915 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,263 shares; 2025Q1: 1,847 shares; 2025Q2: 1,852 shares; 2025Q3: 1,907 shares; 2025Q4: 2,187 shares; 2026Q1: 2,167 shares; 2026Q2: 2,066 shares 2,066 $447K 0.02% -101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 982 shares 982 $445K 0.02% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,874 shares; 2025Q4: 2,674 shares; 2026Q1: 2,724 shares; 2026Q2: 3,849 shares 3,849 $443K 0.02% +1,125 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: 4,607 shares; 2024Q4: 4,607 shares; 2025Q1: 4,543 shares; 2025Q2: 4,982 shares; 2025Q3: 5,004 shares; 2025Q4: 5,005 shares; 2026Q1: 2,606 shares; 2026Q2: 2,640 shares 2,640 $440K 0.02% +34 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: 29,992 shares; 2024Q4: 21,517 shares; 2025Q1: 21,517 shares; 2025Q2: 20,767 shares; 2025Q3: 10,767 shares; 2025Q4: 10,763 shares; 2026Q1: 10,763 shares; 2026Q2: 10,596 shares 10,596 $438K 0.02% -167 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,510 shares; 2026Q1: 5,910 shares; 2026Q2: 5,510 shares 5,510 $435K 0.02% -400 Timeline ATI ATI INC More: the full row for ATI 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: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $434K 0.02% 0 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: 3,431 shares; 2024Q4: 3,834 shares; 2025Q1: 3,838 shares; 2025Q2: 4,085 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,785 shares; 2026Q2: 2,786 shares 2,786 $422K 0.02% +1 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 135 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $422K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares; 2026Q2: 2,097 shares 2,097 $421K 0.02% +210 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,197 shares; 2024Q4: 6,197 shares; 2025Q1: 6,851 shares; 2025Q2: 5,277 shares; 2025Q3: 5,277 shares; 2025Q4: 5,277 shares; 2026Q1: 5,813 shares; 2026Q2: 5,132 shares 5,132 $417K 0.02% -681 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,699 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,722 shares; 2026Q1: 1,925 shares; 2026Q2: 3,075 shares 3,075 $414K 0.02% +1,150 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares; 2026Q2: 2,166 shares 2,166 $413K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,548 shares; 2025Q1: 3,348 shares; 2025Q2: 3,348 shares; 2025Q3: 3,348 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares; 2026Q2: 2,348 shares 2,348 $413K 0.02% 0 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: 786 shares; 2024Q4: 786 shares; 2025Q1: 722 shares; 2025Q2: 670 shares; 2025Q3: 666 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 544 shares 544 $411K 0.02% -37 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 793 shares; 2024Q4: 793 shares; 2025Q1: 844 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $410K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,608 shares; 2024Q4: 9,856 shares; 2025Q1: 8,682 shares; 2025Q2: 10,786 shares; 2025Q3: 10,149 shares; 2025Q4: 10,579 shares; 2026Q1: 8,982 shares; 2026Q2: 8,259 shares 8,259 $408K 0.01% -723 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: not reported; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 3,462 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $407K 0.01% 0 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,255 shares 7,255 $405K 0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,236 shares; 2024Q4: 10,236 shares; 2025Q1: 10,236 shares; 2025Q2: 10,236 shares; 2025Q3: 10,236 shares; 2025Q4: 10,236 shares; 2026Q1: 10,236 shares; 2026Q2: 10,236 shares 10,236 $405K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,302 shares; 2024Q4: 9,759 shares; 2025Q1: 9,799 shares; 2025Q2: 9,595 shares; 2025Q3: 7,507 shares; 2025Q4: 7,341 shares; 2026Q1: 6,823 shares; 2026Q2: 5,898 shares 5,898 $403K 0.01% -925 Timeline SCHK 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: 6,970 shares; 2024Q4: 13,740 shares; 2025Q1: 13,495 shares; 2025Q2: 13,445 shares; 2025Q3: 13,245 shares; 2025Q4: 11,325 shares; 2026Q1: 11,325 shares; 2026Q2: 11,135 shares 11,135 $402K 0.01% -190 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,295 shares; 2024Q4: 7,970 shares; 2025Q1: 7,900 shares; 2025Q2: 4,495 shares; 2025Q3: 3,795 shares; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares; 2026Q2: 3,260 shares 3,260 $399K 0.01% -85 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,985 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares; 2026Q2: 2,776 shares 2,776 $394K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,617 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,676 shares 2,676 $392K 0.01% +46 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049 shares; 2024Q4: 2,964 shares; 2025Q1: 2,854 shares; 2025Q2: 2,904 shares; 2025Q3: 3,044 shares; 2025Q4: 3,104 shares; 2026Q1: 3,839 shares; 2026Q2: 3,991 shares 3,991 $392K 0.01% +152 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $386K 0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,384 shares 3,384 $385K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,599 shares; 2024Q4: 10,082 shares; 2025Q1: 9,952 shares; 2025Q2: 8,839 shares; 2025Q3: 4,140 shares; 2025Q4: 3,695 shares; 2026Q1: 3,073 shares; 2026Q2: 3,041 shares 3,041 $378K 0.01% -32 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,519 shares; 2024Q4: 11,128 shares; 2025Q1: 11,215 shares; 2025Q2: 9,432 shares; 2025Q3: 8,432 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares; 2026Q2: 6,482 shares 6,482 $377K 0.01% +50 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares; 2026Q2: 1,659 shares 1,659 $377K 0.01% 0 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,700 shares; 2026Q2: 7,174 shares 7,174 $376K 0.01% +2,474 Timeline MSSM MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY 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: 6,054 shares 6,054 $375K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,516 shares; 2024Q4: 10,498 shares; 2025Q1: 10,498 shares; 2025Q2: 10,450 shares; 2025Q3: 9,888 shares; 2025Q4: 9,899 shares; 2026Q1: 9,899 shares; 2026Q2: 8,345 shares 8,345 $374K 0.01% -1,554 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,375 shares; 2026Q2: 3,675 shares 3,675 $374K 0.01% +1,300 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,660 shares; 2025Q1: 1,682 shares; 2025Q2: 1,722 shares; 2025Q3: 1,639 shares; 2025Q4: 1,524 shares; 2026Q1: 1,752 shares; 2026Q2: 1,703 shares 1,703 $372K 0.01% -49 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,133 shares; 2025Q1: 2,100 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,208 shares; 2026Q2: 1,908 shares 1,908 $372K 0.01% -300 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS 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: 163,750 shares; 2026Q2: 334,980 shares 334,980 $370K 0.01% +171,230 Timeline BRC BRADY CORP More: the full row for BRADY 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: 3,042 shares; 2026Q2: 4,022 shares 4,022 $368K 0.01% +980 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,714 shares; 2024Q4: 3,663 shares; 2025Q1: 3,623 shares; 2025Q2: 3,623 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares; 2026Q2: 3,338 shares 3,338 $368K 0.01% -185 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,688 shares 2,688 $365K 0.01% new Timeline