VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 515,334 shares; 2025Q1: 530,848 shares; 2025Q2: 548,423 shares; 2025Q3: 488,865 shares; 2025Q4: 487,825 shares; 2026Q1: 489,387 shares; 2026Q2: 15,202,294 shares; 2026Q3: 16,589,261 shares 16,589,261 $1.49B 12.67% +1,386,967 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,134,246 shares; 2025Q1: 1,213,920 shares; 2025Q2: 1,238,954 shares; 2025Q3: 1,170,660 shares; 2025Q4: 1,166,166 shares; 2026Q1: 1,155,842 shares; 2026Q2: 5,054,784 shares; 2026Q3: 5,427,631 shares 5,427,631 $1.17B 9.94% +372,847 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,625,024 shares; 2025Q1: 2,385,075 shares; 2025Q2: 8,332,294 shares; 2025Q3: 8,480,853 shares; 2025Q4: 8,695,326 shares; 2026Q1: 8,750,768 shares; 2026Q2: 8,859,914 shares; 2026Q3: 8,990,889 shares 8,990,889 $780M 6.62% +130,975 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,536,546 shares; 2025Q1: 4,898,706 shares; 2025Q2: 5,903,156 shares; 2025Q3: 5,972,291 shares; 2025Q4: 5,988,147 shares; 2026Q1: 5,921,734 shares; 2026Q2: 6,163,820 shares; 2026Q3: 6,372,509 shares 6,372,509 $738M 6.26% +208,689 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,944,939 shares; 2025Q1: 10,648,826 shares; 2025Q2: 12,129,964 shares; 2025Q3: 12,152,804 shares; 2025Q4: 12,166,621 shares; 2026Q1: 12,087,652 shares; 2026Q2: 12,473,477 shares; 2026Q3: 12,993,546 shares 12,993,546 $511M 4.33% +520,069 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; 2024Q4: 132,362 shares; 2025Q1: 105,867 shares; 2025Q2: 6,470,848 shares; 2025Q3: 6,778,519 shares; 2025Q4: 7,024,424 shares; 2026Q1: 7,315,776 shares; 2026Q2: 8,499,381 shares; 2026Q3: 9,467,666 shares 9,467,666 $420M 3.56% +968,285 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,725,812 shares; 2025Q1: 10,103,795 shares; 2025Q2: 10,349,392 shares; 2025Q3: 10,729,157 shares; 2025Q4: 11,316,901 shares; 2026Q1: 11,895,021 shares; 2026Q2: 12,549,605 shares; 2026Q3: 13,321,069 shares 13,321,069 $363M 3.08% +771,464 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; 2024Q4: 39,195,946 shares; 2025Q1: 40,450,598 shares; 2025Q2: 42,286,978 shares; 2025Q3: 42,168,342 shares; 2025Q4: 41,810,550 shares; 2026Q1: 43,528,965 shares; 2026Q2: 13,008,967 shares; 2026Q3: 9,850,802 shares 9,850,802 $354M 3% -3,158,165 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,961,534 shares; 2025Q1: 32,984,784 shares; 2025Q2: 32,992,117 shares; 2025Q3: 34,105,438 shares; 2025Q4: 35,128,777 shares; 2026Q1: 35,341,359 shares; 2026Q2: 10,099,022 shares; 2026Q3: 7,720,024 shares 7,720,024 $257M 2.18% -2,378,998 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,694,849 shares 6,694,849 $251M 2.13% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,172 shares; 2025Q1: 1,015 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 824 shares; 2026Q2: 1,782,672 shares; 2026Q3: 2,308,374 shares 2,308,374 $240M 2.04% +525,702 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,077,677 shares; 2025Q1: 2,277,094 shares; 2025Q2: 2,367,109 shares; 2025Q3: 2,536,417 shares; 2025Q4: 2,691,371 shares; 2026Q1: 2,834,392 shares; 2026Q2: 2,972,193 shares; 2026Q3: 3,061,983 shares 3,061,983 $237M 2.01% +89,790 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 753,516 shares; 2025Q1: 802,798 shares; 2025Q2: 611,559 shares; 2025Q3: 604,629 shares; 2025Q4: 603,304 shares; 2026Q1: 603,872 shares; 2026Q2: 648,466 shares; 2026Q3: 677,384 shares 677,384 $229M 1.94% +28,918 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 5,844,562 shares; 2025Q3: 5,863,971 shares; 2025Q4: 5,872,164 shares; 2026Q1: 5,744,036 shares; 2026Q2: 5,210,680 shares; 2026Q3: 4,994,845 shares 4,994,845 $216M 1.83% -215,835 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; 2024Q4: 3,651,935 shares; 2025Q1: 3,855,031 shares; 2025Q2: 3,839,198 shares; 2025Q3: 3,999,789 shares; 2025Q4: 4,161,603 shares; 2026Q1: 4,344,115 shares; 2026Q2: 4,110,125 shares; 2026Q3: 4,097,784 shares 4,097,784 $177M 1.5% -12,341 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares; 2026Q2: 1,537,777 shares; 2026Q3: 1,857,283 shares 1,857,283 $171M 1.45% +319,506 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 858,328 shares; 2025Q1: 876,639 shares; 2025Q2: 873,500 shares; 2025Q3: 637,311 shares; 2025Q4: 634,982 shares; 2026Q1: 629,499 shares; 2026Q2: 626,525 shares; 2026Q3: 624,611 shares 624,611 $144M 1.22% -1,914 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,075,364 shares; 2025Q1: 2,208,631 shares; 2025Q2: 2,245,717 shares; 2025Q3: 2,352,657 shares; 2025Q4: 2,457,128 shares; 2026Q1: 2,613,479 shares; 2026Q2: 2,549,605 shares; 2026Q3: 2,586,246 shares 2,586,246 $127M 1.08% +36,641 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,721 shares; 2025Q1: 95,430 shares; 2025Q2: 89,333 shares; 2025Q3: 124,700 shares; 2025Q4: 315,825 shares; 2026Q1: 312,670 shares; 2026Q2: 306,490 shares; 2026Q3: 288,763 shares 288,763 $108M 0.92% -17,727 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,511 shares; 2025Q1: 230,437 shares; 2025Q2: 188,180 shares; 2025Q3: 187,178 shares; 2025Q4: 191,529 shares; 2026Q1: 203,838 shares; 2026Q2: 248,625 shares; 2026Q3: 316,271 shares 316,271 $105M 0.89% +67,646 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,244,748 shares; 2025Q1: 1,809,697 shares; 2025Q2: 1,746,213 shares; 2025Q3: 1,737,750 shares; 2025Q4: 1,769,174 shares; 2026Q1: 1,750,756 shares; 2026Q2: 1,733,161 shares; 2026Q3: 1,746,674 shares 1,746,674 $104M 0.88% +13,513 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; 2024Q4: 2,909,578 shares; 2025Q1: 3,043,243 shares; 2025Q2: 3,141,376 shares; 2025Q3: 3,355,023 shares; 2025Q4: 3,525,085 shares; 2026Q1: 3,700,472 shares; 2026Q2: 1,630,105 shares; 2026Q3: 1,268,129 shares 1,268,129 $92.4M 0.78% -361,976 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; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 864,660 shares; 2025Q3: 910,254 shares; 2025Q4: 952,152 shares; 2026Q1: 999,855 shares; 2026Q2: 997,362 shares; 2026Q3: 1,000,805 shares 1,000,805 $78.4M 0.66% +3,443 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,001,316 shares; 2025Q1: 2,113,788 shares; 2025Q2: 2,114,862 shares; 2025Q3: 2,095,111 shares; 2025Q4: 2,095,894 shares; 2026Q1: 2,081,385 shares; 2026Q2: 2,118,024 shares; 2026Q3: 2,146,108 shares 2,146,108 $78.2M 0.66% +28,084 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,026,193 shares; 2025Q1: 1,038,769 shares; 2025Q2: 1,021,996 shares; 2025Q3: 1,007,227 shares; 2025Q4: 1,007,109 shares; 2026Q1: 992,612 shares; 2026Q2: 982,923 shares; 2026Q3: 1,000,016 shares 1,000,016 $73.7M 0.62% +17,093 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,645 shares; 2025Q1: 177,439 shares; 2025Q2: 185,548 shares; 2025Q3: 188,160 shares; 2025Q4: 208,571 shares; 2026Q1: 228,757 shares; 2026Q2: 249,554 shares; 2026Q3: 293,789 shares 293,789 $67.1M 0.57% +44,235 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,245 shares; 2025Q1: 13,144 shares; 2025Q2: 11,533 shares; 2025Q3: 11,464 shares; 2025Q4: 11,836 shares; 2026Q1: 9,168 shares; 2026Q2: 588,604 shares; 2026Q3: 723,942 shares 723,942 $65.8M 0.56% +135,338 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,314 shares; 2025Q1: 86,759 shares; 2025Q2: 87,351 shares; 2025Q3: 90,908 shares; 2025Q4: 91,738 shares; 2026Q1: 89,968 shares; 2026Q2: 108,006 shares; 2026Q3: 121,606 shares 121,606 $62.4M 0.53% +13,600 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366,808 shares; 2025Q1: 415,055 shares; 2025Q2: 455,368 shares; 2025Q3: 540,598 shares; 2025Q4: 586,755 shares; 2026Q1: 620,617 shares; 2026Q2: 667,038 shares; 2026Q3: 653,276 shares 653,276 $61.8M 0.52% -13,762 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,047 shares; 2025Q1: 78,002 shares; 2025Q2: 72,972 shares; 2025Q3: 71,635 shares; 2025Q4: 71,668 shares; 2026Q1: 77,090 shares; 2026Q2: 76,713 shares; 2026Q3: 75,098 shares 75,098 $57.5M 0.49% -1,615 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169,218 shares; 2025Q1: 270,716 shares; 2025Q2: 276,415 shares; 2025Q3: 278,124 shares; 2025Q4: 280,057 shares; 2026Q1: 319,923 shares; 2026Q2: 356,652 shares; 2026Q3: 394,162 shares 394,162 $57.3M 0.49% +37,510 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 597,905 shares; 2025Q1: 624,302 shares; 2025Q2: 622,577 shares; 2025Q3: 736,985 shares; 2025Q4: 743,007 shares; 2026Q1: 722,611 shares; 2026Q2: 703,974 shares; 2026Q3: 681,884 shares 681,884 $56.6M 0.48% -22,090 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 609,009 shares; 2025Q1: 599,698 shares; 2025Q2: 653,467 shares; 2025Q3: 636,206 shares; 2025Q4: 655,922 shares; 2026Q1: 658,482 shares; 2026Q2: 654,722 shares; 2026Q3: 662,529 shares 662,529 $56.4M 0.48% +7,807 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,036,661 shares; 2025Q1: 1,157,170 shares; 2025Q2: 1,160,858 shares; 2025Q3: 1,099,304 shares; 2025Q4: 1,103,103 shares; 2026Q1: 1,098,638 shares; 2026Q2: 1,103,737 shares; 2026Q3: 1,092,397 shares 1,092,397 $54.3M 0.46% -11,340 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 992,877 shares; 2025Q1: 1,016,329 shares; 2025Q2: 1,040,919 shares; 2025Q3: 1,023,495 shares; 2025Q4: 1,076,494 shares; 2026Q1: 1,154,484 shares; 2026Q2: 1,221,090 shares; 2026Q3: 1,227,392 shares 1,227,392 $50.9M 0.43% +6,302 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 962,724 shares; 2025Q1: 975,080 shares; 2025Q2: 865,400 shares; 2025Q3: 892,719 shares; 2025Q4: 942,979 shares; 2026Q1: 992,577 shares; 2026Q2: 1,042,071 shares; 2026Q3: 1,067,502 shares 1,067,502 $50.6M 0.43% +25,431 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 815,868 shares; 2025Q1: 1,048,333 shares; 2025Q2: 1,106,184 shares; 2025Q3: 1,128,362 shares; 2025Q4: 1,180,027 shares; 2026Q1: 1,244,911 shares; 2026Q2: 1,279,784 shares; 2026Q3: 1,224,452 shares 1,224,452 $49.2M 0.42% -55,332 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,307 shares; 2025Q1: 63,325 shares; 2025Q2: 65,584 shares; 2025Q3: 65,866 shares; 2025Q4: 66,515 shares; 2026Q1: 68,352 shares; 2026Q2: 69,325 shares; 2026Q3: 69,016 shares 69,016 $48.4M 0.41% -309 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,678,258 shares; 2025Q1: 11,415,836 shares; 2025Q2: 1,843,614 shares; 2025Q3: 1,627,775 shares; 2025Q4: 1,563,088 shares; 2026Q1: 1,485,130 shares; 2026Q2: 1,363,387 shares; 2026Q3: 1,307,916 shares 1,307,916 $47.4M 0.4% -55,471 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269,713 shares; 2025Q1: 246,889 shares; 2025Q2: 267,797 shares; 2025Q3: 267,801 shares; 2025Q4: 284,556 shares; 2026Q1: 290,397 shares; 2026Q2: 321,873 shares; 2026Q3: 328,747 shares 328,747 $44.6M 0.38% +6,874 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,441 shares; 2025Q1: 47,583 shares; 2025Q2: 49,654 shares; 2025Q3: 56,384 shares; 2025Q4: 56,033 shares; 2026Q1: 56,668 shares; 2026Q2: 81,001 shares; 2026Q3: 128,469 shares 128,469 $43.8M 0.37% +47,468 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 254,534 shares 254,534 $41.4M 0.35% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,290 shares; 2025Q1: 61,504 shares; 2025Q2: 69,831 shares; 2025Q3: 72,688 shares; 2025Q4: 72,294 shares; 2026Q1: 88,920 shares; 2026Q2: 127,267 shares; 2026Q3: 152,283 shares 152,283 $37.9M 0.32% +25,016 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; 2024Q4: 890,831 shares; 2025Q1: 515,700 shares; 2025Q2: 456,605 shares; 2025Q3: 459,742 shares; 2025Q4: 486,936 shares; 2026Q1: 520,446 shares; 2026Q2: 520,070 shares; 2026Q3: 607,017 shares 607,017 $34.4M 0.29% +86,947 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273,756 shares; 2025Q1: 274,898 shares; 2025Q2: 277,577 shares; 2025Q3: 265,501 shares; 2025Q4: 251,534 shares; 2026Q1: 252,844 shares; 2026Q2: 246,365 shares; 2026Q3: 236,603 shares 236,603 $34.1M 0.29% -9,762 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,356 shares; 2025Q1: 3,519 shares; 2025Q2: 5,048 shares; 2025Q3: 5,267 shares; 2025Q4: 10,717 shares; 2026Q1: 15,524 shares; 2026Q2: 109,925 shares; 2026Q3: 159,794 shares 159,794 $31.3M 0.27% +49,869 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; 2024Q4: 144,651 shares; 2025Q1: 146,754 shares; 2025Q2: 149,460 shares; 2025Q3: 145,623 shares; 2025Q4: 144,174 shares; 2026Q1: 144,050 shares; 2026Q2: 140,012 shares; 2026Q3: 134,849 shares 134,849 $31.2M 0.26% -5,163 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,625 shares; 2025Q1: 215,556 shares; 2025Q2: 215,884 shares; 2025Q3: 211,004 shares; 2025Q4: 206,277 shares; 2026Q1: 207,167 shares; 2026Q2: 206,498 shares; 2026Q3: 183,661 shares 183,661 $29M 0.25% -22,837 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,516 shares; 2025Q1: 31,820 shares; 2025Q2: 31,771 shares; 2025Q3: 33,688 shares; 2025Q4: 33,352 shares; 2026Q1: 33,365 shares; 2026Q2: 46,166 shares; 2026Q3: 57,809 shares 57,809 $28.8M 0.24% +11,643 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 847,448 shares; 2025Q1: 832,928 shares; 2025Q2: 792,365 shares; 2025Q3: 734,033 shares; 2025Q4: 726,382 shares; 2026Q1: 718,051 shares; 2026Q2: 656,345 shares; 2026Q3: 639,946 shares 639,946 $28.4M 0.24% -16,399 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205,178 shares; 2025Q1: 194,614 shares; 2025Q2: 197,096 shares; 2025Q3: 201,813 shares; 2025Q4: 213,779 shares; 2026Q1: 216,863 shares; 2026Q2: 241,378 shares; 2026Q3: 251,884 shares 251,884 $26M 0.22% +10,506 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320,598 shares; 2025Q1: 622,937 shares; 2025Q2: 590,903 shares; 2025Q3: 571,643 shares; 2025Q4: 483,072 shares; 2026Q1: 477,984 shares; 2026Q2: 474,836 shares; 2026Q3: 466,740 shares 466,740 $25.7M 0.22% -8,096 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,398 shares; 2025Q1: 185,956 shares; 2025Q2: 365,641 shares; 2025Q3: 424,411 shares; 2025Q4: 454,649 shares; 2026Q1: 475,253 shares; 2026Q2: 516,975 shares; 2026Q3: 529,331 shares 529,331 $25.2M 0.21% +12,356 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,461 shares; 2025Q1: 56,501 shares; 2025Q2: 57,958 shares; 2025Q3: 58,721 shares; 2025Q4: 60,383 shares; 2026Q1: 68,972 shares; 2026Q2: 68,722 shares; 2026Q3: 72,671 shares 72,671 $25M 0.21% +3,949 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,609 shares; 2025Q1: 50,737 shares; 2025Q2: 49,739 shares; 2025Q3: 55,178 shares; 2025Q4: 59,620 shares; 2026Q1: 61,589 shares; 2026Q2: 70,429 shares; 2026Q3: 66,203 shares 66,203 $23.2M 0.2% -4,226 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209 shares; 2025Q1: 1,096 shares; 2025Q2: not reported; 2025Q3: 66,628 shares; 2025Q4: 274,437 shares; 2026Q1: 265,896 shares; 2026Q2: 267,986 shares; 2026Q3: 252,867 shares 252,867 $22.6M 0.19% -15,119 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,622 shares; 2025Q1: 50,189 shares; 2025Q2: 49,090 shares; 2025Q3: 49,050 shares; 2025Q4: 46,389 shares; 2026Q1: 45,364 shares; 2026Q2: 178,474 shares; 2026Q3: 175,703 shares 175,703 $22M 0.19% -2,771 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,491 shares; 2025Q1: 12,920 shares; 2025Q2: 171,641 shares; 2025Q3: 184,500 shares; 2025Q4: 193,926 shares; 2026Q1: 197,700 shares; 2026Q2: 205,542 shares; 2026Q3: 208,185 shares 208,185 $21.8M 0.18% +2,643 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299,004 shares; 2025Q1: 298,695 shares; 2025Q2: 447,121 shares; 2025Q3: 460,689 shares; 2025Q4: 456,595 shares; 2026Q1: 440,827 shares; 2026Q2: 450,660 shares; 2026Q3: 490,078 shares 490,078 $21.6M 0.18% +39,418 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,844 shares; 2025Q1: 36,401 shares; 2025Q2: 36,854 shares; 2025Q3: 37,203 shares; 2025Q4: 35,871 shares; 2026Q1: 27,683 shares; 2026Q2: 67,043 shares; 2026Q3: 81,293 shares 81,293 $21.5M 0.18% +14,250 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,642 shares; 2025Q1: 157,873 shares; 2025Q2: 139,518 shares; 2025Q3: 137,001 shares; 2025Q4: 135,651 shares; 2026Q1: 136,332 shares; 2026Q2: 135,927 shares; 2026Q3: 135,561 shares 135,561 $21M 0.18% -366 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,162 shares; 2025Q1: 22,031 shares; 2025Q2: 22,530 shares; 2025Q3: 22,231 shares; 2025Q4: 24,422 shares; 2026Q1: 27,385 shares; 2026Q2: 28,712 shares; 2026Q3: 28,290 shares 28,290 $20.9M 0.18% -422 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,232 shares; 2025Q1: 54,238 shares; 2025Q2: 52,987 shares; 2025Q3: 55,055 shares; 2025Q4: 55,202 shares; 2026Q1: 54,493 shares; 2026Q2: 69,735 shares; 2026Q3: 84,887 shares 84,887 $19.6M 0.17% +15,152 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,213 shares; 2025Q1: 20,918 shares; 2025Q2: 20,997 shares; 2025Q3: 21,430 shares; 2025Q4: 22,206 shares; 2026Q1: 21,778 shares; 2026Q2: 39,077 shares; 2026Q3: 55,034 shares 55,034 $18.2M 0.15% +15,957 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; 2024Q4: 61,475 shares; 2025Q1: 14,557 shares; 2025Q2: 14,335 shares; 2025Q3: 15,336 shares; 2025Q4: 16,263 shares; 2026Q1: 70,060 shares; 2026Q2: 75,170 shares; 2026Q3: 69,722 shares 69,722 $18M 0.15% -5,448 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,717,642 shares; 2025Q1: 6,803,893 shares; 2025Q2: 7,114,951 shares; 2025Q3: 7,479,032 shares; 2025Q4: 7,780,516 shares; 2026Q1: 8,226,025 shares; 2026Q2: 1,870,380 shares; 2026Q3: 746,147 shares 746,147 $17.8M 0.15% -1,124,233 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,487 shares; 2025Q1: 16,388 shares; 2025Q2: 15,238 shares; 2025Q3: 20,273 shares; 2025Q4: 21,094 shares; 2026Q1: 23,487 shares; 2026Q2: 50,333 shares; 2026Q3: 86,610 shares 86,610 $17.7M 0.15% +36,277 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,178 shares; 2025Q1: 113,674 shares; 2025Q2: 135,004 shares; 2025Q3: 144,383 shares; 2025Q4: 155,222 shares; 2026Q1: 136,833 shares; 2026Q2: 125,715 shares; 2026Q3: 112,579 shares 112,579 $17.6M 0.15% -13,136 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,413 shares; 2025Q1: 21,973 shares; 2025Q2: 25,596 shares; 2025Q3: 36,846 shares; 2025Q4: 36,464 shares; 2026Q1: 162,257 shares; 2026Q2: 176,410 shares; 2026Q3: 174,946 shares 174,946 $17.3M 0.15% -1,464 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,597 shares; 2025Q1: 6,229 shares; 2025Q2: 4,639 shares; 2025Q3: 4,856 shares; 2025Q4: 4,681 shares; 2026Q1: 83,806 shares; 2026Q2: 97,756 shares; 2026Q3: 95,968 shares 95,968 $17.2M 0.15% -1,788 Timeline CTAP SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307,750 shares; 2026Q2: 583,086 shares; 2026Q3: 578,530 shares 578,530 $17M 0.14% -4,556 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,133 shares; 2025Q1: 18,138 shares; 2025Q2: 18,341 shares; 2025Q3: 18,341 shares; 2025Q4: 17,851 shares; 2026Q1: 18,364 shares; 2026Q2: 19,880 shares; 2026Q3: 22,194 shares 22,194 $16.9M 0.14% +2,314 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,666 shares; 2025Q1: 16,213 shares; 2025Q2: 16,224 shares; 2025Q3: 44,852 shares; 2025Q4: 164,833 shares; 2026Q1: 169,471 shares; 2026Q2: 168,326 shares; 2026Q3: 162,554 shares 162,554 $16.9M 0.14% -5,772 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,956 shares; 2025Q1: 12,474 shares; 2025Q2: 19,450 shares; 2025Q3: 19,190 shares; 2025Q4: 18,601 shares; 2026Q1: 18,154 shares; 2026Q2: 18,974 shares; 2026Q3: 20,810 shares 20,810 $16.9M 0.14% +1,836 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,448 shares; 2025Q1: 3,662 shares; 2025Q2: 7,770 shares; 2025Q3: 8,166 shares; 2025Q4: 6,684 shares; 2026Q1: 331,664 shares; 2026Q2: 336,721 shares; 2026Q3: 328,651 shares 328,651 $16.3M 0.14% -8,070 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; 2024Q4: 208,872 shares; 2025Q1: 223,719 shares; 2025Q2: 212,549 shares; 2025Q3: 212,052 shares; 2025Q4: 209,061 shares; 2026Q1: 206,246 shares; 2026Q2: 206,866 shares; 2026Q3: 229,996 shares 229,996 $16.1M 0.14% +23,130 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,182 shares; 2025Q1: 22,822 shares; 2025Q2: 23,562 shares; 2025Q3: 24,024 shares; 2025Q4: 24,978 shares; 2026Q1: 23,560 shares; 2026Q2: 22,021 shares; 2026Q3: 21,993 shares 21,993 $15.9M 0.14% -28 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,103 shares; 2025Q1: 50,393 shares; 2025Q2: 49,145 shares; 2025Q3: 53,517 shares; 2025Q4: 54,383 shares; 2026Q1: 53,372 shares; 2026Q2: 107,409 shares; 2026Q3: 150,648 shares 150,648 $15.7M 0.13% +43,239 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,018 shares; 2025Q1: 141,406 shares; 2025Q2: 140,655 shares; 2025Q3: 148,003 shares; 2025Q4: 143,364 shares; 2026Q1: 142,974 shares; 2026Q2: 142,605 shares; 2026Q3: 139,709 shares 139,709 $15.6M 0.13% -2,896 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; 2024Q4: 9,045 shares; 2025Q1: 108,879 shares; 2025Q2: 106,061 shares; 2025Q3: 104,536 shares; 2025Q4: 98,791 shares; 2026Q1: 98,196 shares; 2026Q2: 99,294 shares; 2026Q3: 97,627 shares 97,627 $15.6M 0.13% -1,667 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,392 shares; 2025Q1: 8,374 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares; 2025Q4: 10,095 shares; 2026Q1: 10,691 shares; 2026Q2: 9,132 shares; 2026Q3: 13,156 shares 13,156 $15.2M 0.13% +4,024 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,679 shares; 2025Q1: 114,057 shares; 2025Q2: 113,636 shares; 2025Q3: 114,200 shares; 2025Q4: 114,460 shares; 2026Q1: 115,450 shares; 2026Q2: 134,951 shares; 2026Q3: 154,739 shares 154,739 $15M 0.13% +19,788 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,060 shares; 2025Q1: 17,969 shares; 2025Q2: 18,363 shares; 2025Q3: 17,992 shares; 2025Q4: 18,012 shares; 2026Q1: 18,572 shares; 2026Q2: 32,742 shares; 2026Q3: 47,968 shares 47,968 $15M 0.13% +15,226 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; 2024Q4: 47,876 shares; 2025Q1: 47,955 shares; 2025Q2: 50,526 shares; 2025Q3: 51,565 shares; 2025Q4: 57,474 shares; 2026Q1: 55,022 shares; 2026Q2: 54,067 shares; 2026Q3: 53,244 shares 53,244 $14.8M 0.13% -823 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,579 shares; 2025Q1: 60,032 shares; 2025Q2: 62,113 shares; 2025Q3: 62,535 shares; 2025Q4: 65,383 shares; 2026Q1: 54,865 shares; 2026Q2: 57,509 shares; 2026Q3: 56,319 shares 56,319 $14.5M 0.12% -1,190 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,922 shares; 2025Q1: 122,065 shares; 2025Q2: 125,616 shares; 2025Q3: 129,086 shares; 2025Q4: 142,340 shares; 2026Q1: 133,964 shares; 2026Q2: 136,983 shares; 2026Q3: 136,567 shares 136,567 $14.2M 0.12% -416 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,098 shares; 2025Q1: 11,402 shares; 2025Q2: 10,924 shares; 2025Q3: 10,601 shares; 2025Q4: 10,528 shares; 2026Q1: 67,701 shares; 2026Q2: 72,470 shares; 2026Q3: 77,029 shares 77,029 $14.2M 0.12% +4,559 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,887 shares; 2025Q1: 8,258 shares; 2025Q2: 7,488 shares; 2025Q3: 7,679 shares; 2025Q4: 8,069 shares; 2026Q1: 8,484 shares; 2026Q2: 8,883 shares; 2026Q3: 13,103 shares 13,103 $14M 0.12% +4,220 Timeline RSIT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641,979 shares; 2026Q3: 640,003 shares 640,003 $13.9M 0.12% -1,976 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,442 shares; 2025Q1: 36,502 shares; 2025Q2: 36,772 shares; 2025Q3: 37,855 shares; 2025Q4: 38,403 shares; 2026Q1: 39,604 shares; 2026Q2: 38,092 shares; 2026Q3: 38,056 shares 38,056 $13.7M 0.12% -36 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,404 shares; 2025Q1: 95,222 shares; 2025Q2: 90,523 shares; 2025Q3: 88,980 shares; 2025Q4: 83,983 shares; 2026Q1: 82,324 shares; 2026Q2: 83,292 shares; 2026Q3: 86,046 shares 86,046 $13.5M 0.11% +2,754 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146,496 shares; 2025Q1: 155,454 shares; 2025Q2: 165,012 shares; 2025Q3: 169,780 shares; 2025Q4: 178,237 shares; 2026Q1: 168,075 shares; 2026Q2: 161,696 shares; 2026Q3: 165,216 shares 165,216 $13.4M 0.11% +3,520 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,465 shares; 2026Q2: 41,086 shares; 2026Q3: 79,286 shares 79,286 $13.4M 0.11% +38,200 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,330 shares; 2025Q1: 44,218 shares; 2025Q2: 39,046 shares; 2025Q3: 39,001 shares; 2025Q4: 39,921 shares; 2026Q1: 54,985 shares; 2026Q2: 89,040 shares; 2026Q3: 89,623 shares 89,623 $12.7M 0.11% +583 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,792 shares; 2025Q1: 11,777 shares; 2025Q2: 11,500 shares; 2025Q3: 11,688 shares; 2025Q4: 11,776 shares; 2026Q1: 12,037 shares; 2026Q2: 17,158 shares; 2026Q3: 22,581 shares 22,581 $12.5M 0.11% +5,423 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,473 shares; 2025Q1: 45,967 shares; 2025Q2: 54,363 shares; 2025Q3: 76,195 shares; 2025Q4: 79,671 shares; 2026Q1: 100,754 shares; 2026Q2: 103,034 shares; 2026Q3: 103,127 shares 103,127 $11.9M 0.1% +93 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,474 shares; 2025Q1: 19,034 shares; 2025Q2: 23,741 shares; 2025Q3: 23,744 shares; 2025Q4: 25,573 shares; 2026Q1: 27,028 shares; 2026Q2: 26,232 shares; 2026Q3: 33,361 shares 33,361 $11.8M 0.1% +7,129 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,380 shares; 2025Q1: 184,643 shares; 2025Q2: 206,916 shares; 2025Q3: 215,078 shares; 2025Q4: 224,158 shares; 2026Q1: 231,886 shares; 2026Q2: 240,524 shares; 2026Q3: 251,404 shares 251,404 $11.4M 0.1% +10,880 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 37,985 shares; 2025Q2: 44,043 shares; 2025Q3: 42,309 shares; 2025Q4: 37,331 shares; 2026Q1: 34,226 shares; 2026Q2: 32,370 shares; 2026Q3: 33,071 shares 33,071 $10.9M 0.09% +701 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,104 shares; 2025Q1: 52,917 shares; 2025Q2: 51,645 shares; 2025Q3: 51,437 shares; 2025Q4: 47,625 shares; 2026Q1: 46,184 shares; 2026Q2: 45,664 shares; 2026Q3: 43,619 shares 43,619 $10.8M 0.09% -2,045 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,607 shares; 2025Q1: 119,355 shares; 2025Q2: 107,602 shares; 2025Q3: 101,598 shares; 2025Q4: 100,165 shares; 2026Q1: 99,268 shares; 2026Q2: 98,823 shares; 2026Q3: 100,605 shares 100,605 $10.8M 0.09% +1,782 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199,324 shares; 2026Q2: 229,815 shares; 2026Q3: 233,627 shares 233,627 $10.7M 0.09% +3,812 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,253 shares; 2025Q1: 2,671 shares; 2025Q2: 2,765 shares; 2025Q3: 3,153 shares; 2025Q4: 3,220 shares; 2026Q1: 6,458 shares; 2026Q2: 9,060 shares; 2026Q3: 11,287 shares 11,287 $10.7M 0.09% +2,227 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,135 shares; 2025Q1: 37,717 shares; 2025Q2: 35,370 shares; 2025Q3: 35,940 shares; 2025Q4: 41,045 shares; 2026Q1: 43,636 shares; 2026Q2: 132,948 shares; 2026Q3: 195,516 shares 195,516 $10.6M 0.09% +62,568 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,938 shares; 2026Q2: 404,017 shares; 2026Q3: 403,878 shares 403,878 $10.6M 0.09% -139 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; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 18 shares; 2026Q3: 14 shares 14 $10.5M 0.09% -4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,408 shares; 2025Q1: 11,498 shares; 2025Q2: 9,818 shares; 2025Q3: 10,284 shares; 2025Q4: 14,423 shares; 2026Q1: 25,700 shares; 2026Q2: 29,480 shares; 2026Q3: 86,710 shares 86,710 $10.4M 0.09% +57,230 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 697 shares; 2026Q2: 51,638 shares; 2026Q3: 125,057 shares 125,057 $10.4M 0.09% +73,419 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; 2024Q4: 813,104 shares; 2025Q1: 857,083 shares; 2025Q2: 879,462 shares; 2025Q3: 909,109 shares; 2025Q4: 935,827 shares; 2026Q1: 977,829 shares; 2026Q2: 248,114 shares; 2026Q3: 154,365 shares 154,365 $9.75M 0.08% -93,749 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145,933 shares; 2025Q1: 134,534 shares; 2025Q2: 156,472 shares; 2025Q3: 155,558 shares; 2025Q4: 158,027 shares; 2026Q1: 157,147 shares; 2026Q2: 168,404 shares; 2026Q3: 176,079 shares 176,079 $9.54M 0.08% +7,675 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,734 shares; 2025Q1: 30,378 shares; 2025Q2: 33,531 shares; 2025Q3: 34,888 shares; 2025Q4: 34,990 shares; 2026Q1: 34,635 shares; 2026Q2: 33,990 shares; 2026Q3: 35,883 shares 35,883 $9.39M 0.08% +1,893 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,751 shares; 2026Q2: 468,556 shares; 2026Q3: 466,620 shares 466,620 $9.09M 0.08% -1,936 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,119 shares; 2025Q1: 184,625 shares; 2025Q2: 108,051 shares; 2025Q3: 99,039 shares; 2025Q4: 96,660 shares; 2026Q1: 95,665 shares; 2026Q2: 90,082 shares; 2026Q3: 88,644 shares 88,644 $8.96M 0.08% -1,438 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 219,452 shares; 2025Q1: 270,619 shares; 2025Q2: 195,912 shares; 2025Q3: 179,536 shares; 2025Q4: 150,249 shares; 2026Q1: 141,760 shares; 2026Q2: 137,045 shares; 2026Q3: 134,141 shares 134,141 $8.91M 0.08% -2,904 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,109 shares; 2026Q2: 193,379 shares; 2026Q3: 193,620 shares 193,620 $8.89M 0.08% +241 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,547 shares; 2025Q1: 14,538 shares; 2025Q2: 15,799 shares; 2025Q3: 16,457 shares; 2025Q4: 20,226 shares; 2026Q1: 27,986 shares; 2026Q2: 40,085 shares; 2026Q3: 38,488 shares 38,488 $8.79M 0.07% -1,597 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171,640 shares; 2025Q1: 176,778 shares; 2025Q2: 176,310 shares; 2025Q3: 182,189 shares; 2025Q4: 179,952 shares; 2026Q1: 183,784 shares; 2026Q2: 185,130 shares; 2026Q3: 192,778 shares 192,778 $8.65M 0.07% +7,648 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,632 shares; 2025Q1: 14,559 shares; 2025Q2: 11,908 shares; 2025Q3: 11,152 shares; 2025Q4: 12,842 shares; 2026Q1: 12,560 shares; 2026Q2: 11,661 shares; 2026Q3: 13,992 shares 13,992 $8.56M 0.07% +2,331 Timeline GDT WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,447 shares; 2026Q2: 249,906 shares; 2026Q3: 253,126 shares 253,126 $8.53M 0.07% +3,220 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,305 shares; 2025Q1: 19,413 shares; 2025Q2: 21,028 shares; 2025Q3: 21,043 shares; 2025Q4: 18,853 shares; 2026Q1: 17,126 shares; 2026Q2: 16,923 shares; 2026Q3: 16,664 shares 16,664 $8.52M 0.07% -259 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,964 shares; 2025Q1: 89,052 shares; 2025Q2: 87,666 shares; 2025Q3: 86,248 shares; 2025Q4: 83,552 shares; 2026Q1: 82,626 shares; 2026Q2: 81,169 shares; 2026Q3: 82,431 shares 82,431 $8.42M 0.07% +1,262 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,080 shares; 2025Q1: 3,367 shares; 2025Q2: 3,329 shares; 2025Q3: 3,291 shares; 2025Q4: 16,491 shares; 2026Q1: 17,926 shares; 2026Q2: 37,961 shares; 2026Q3: 62,007 shares 62,007 $8.31M 0.07% +24,046 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,571 shares; 2025Q2: 1,623 shares; 2025Q3: 1,671 shares; 2025Q4: 1,748 shares; 2026Q1: 1,685 shares; 2026Q2: 5,309 shares; 2026Q3: 7,819 shares 7,819 $8.27M 0.07% +2,510 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,793 shares; 2025Q1: 22,703 shares; 2025Q2: 25,815 shares; 2025Q3: 26,792 shares; 2025Q4: 15,221 shares; 2026Q1: 14,788 shares; 2026Q2: 61,866 shares; 2026Q3: 98,579 shares 98,579 $8.17M 0.07% +36,713 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,653 shares; 2025Q1: 20,592 shares; 2025Q2: 20,377 shares; 2025Q3: 19,814 shares; 2025Q4: 19,443 shares; 2026Q1: 19,276 shares; 2026Q2: 18,712 shares; 2026Q3: 18,928 shares 18,928 $7.88M 0.07% +216 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302,278 shares; 2025Q1: 244,868 shares; 2025Q2: 231,661 shares; 2025Q3: 230,841 shares; 2025Q4: 230,882 shares; 2026Q1: 232,539 shares; 2026Q2: 242,285 shares; 2026Q3: 240,596 shares 240,596 $7.85M 0.07% -1,689 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,350 shares; 2025Q1: 47,482 shares; 2025Q2: 44,765 shares; 2025Q3: 48,450 shares; 2025Q4: 51,888 shares; 2026Q1: 74,431 shares; 2026Q2: 73,859 shares; 2026Q3: 72,756 shares 72,756 $7.83M 0.07% -1,103 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,030 shares; 2025Q1: 163,935 shares; 2025Q2: 163,359 shares; 2025Q3: 160,590 shares; 2025Q4: 136,101 shares; 2026Q1: 136,097 shares; 2026Q2: 139,196 shares; 2026Q3: 138,764 shares 138,764 $7.75M 0.07% -432 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,503,591 shares; 2025Q1: 10,139,173 shares; 2025Q2: 192,661 shares; 2025Q3: 185,951 shares; 2025Q4: 170,148 shares; 2026Q1: 157,014 shares; 2026Q2: 148,165 shares; 2026Q3: 142,117 shares 142,117 $7.63M 0.06% -6,048 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,411 shares; 2025Q1: 7,216 shares; 2025Q2: 7,242 shares; 2025Q3: 7,333 shares; 2025Q4: 7,191 shares; 2026Q1: 7,005 shares; 2026Q2: 65,557 shares; 2026Q3: 60,686 shares 60,686 $7.63M 0.06% -4,871 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,266 shares; 2025Q1: 7,690 shares; 2025Q2: 7,517 shares; 2025Q3: 7,810 shares; 2025Q4: 8,164 shares; 2026Q1: 9,264 shares; 2026Q2: 9,116 shares; 2026Q3: 8,367 shares 8,367 $7.62M 0.06% -749 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283,922 shares; 2025Q1: 286,695 shares; 2025Q2: 289,129 shares; 2025Q3: 298,939 shares; 2025Q4: 303,023 shares; 2026Q1: 306,966 shares; 2026Q2: 310,721 shares; 2026Q3: 319,882 shares 319,882 $7.6M 0.06% +9,161 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,568 shares; 2025Q1: 74,813 shares; 2025Q2: 74,791 shares; 2025Q3: 75,597 shares; 2025Q4: 75,287 shares; 2026Q1: 74,942 shares; 2026Q2: 75,582 shares; 2026Q3: 77,204 shares 77,204 $7.52M 0.06% +1,622 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,910 shares; 2026Q2: 236,633 shares; 2026Q3: 235,662 shares 235,662 $7.39M 0.06% -971 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; 2024Q4: 5,980 shares; 2025Q1: 13,583 shares; 2025Q2: 13,604 shares; 2025Q3: 14,210 shares; 2025Q4: 9,852 shares; 2026Q1: 9,787 shares; 2026Q2: 35,549 shares; 2026Q3: 64,668 shares 64,668 $7.37M 0.06% +29,119 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,193 shares; 2025Q1: 9,111 shares; 2025Q2: 6,643 shares; 2025Q3: 6,443 shares; 2025Q4: 6,713 shares; 2026Q1: 7,068 shares; 2026Q2: 86,152 shares; 2026Q3: 157,633 shares 157,633 $7.33M 0.06% +71,481 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; 2024Q4: 15,980 shares; 2025Q1: 16,609 shares; 2025Q2: 18,377 shares; 2025Q3: 17,607 shares; 2025Q4: 12,449 shares; 2026Q1: 18,829 shares; 2026Q2: 71,063 shares; 2026Q3: 125,607 shares 125,607 $7.26M 0.06% +54,544 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 325,684 shares; 2025Q1: 297,750 shares; 2025Q2: 275,685 shares; 2025Q3: 118,739 shares; 2025Q4: 94,046 shares; 2026Q1: 83,895 shares; 2026Q2: 101,193 shares; 2026Q3: 101,219 shares 101,219 $7.15M 0.06% +26 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,503 shares; 2025Q1: 12,435 shares; 2025Q2: 11,794 shares; 2025Q3: 12,048 shares; 2025Q4: 14,046 shares; 2026Q1: 14,384 shares; 2026Q2: 127,502 shares; 2026Q3: 233,326 shares 233,326 $7.03M 0.06% +105,824 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,719 shares; 2025Q1: 42,440 shares; 2025Q2: 41,560 shares; 2025Q3: 42,873 shares; 2025Q4: 44,318 shares; 2026Q1: 44,992 shares; 2026Q2: 46,891 shares; 2026Q3: 46,970 shares 46,970 $6.83M 0.06% +79 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,561 shares; 2025Q1: 8,539 shares; 2025Q2: 7,252 shares; 2025Q3: 7,271 shares; 2025Q4: 7,284 shares; 2026Q1: 7,296 shares; 2026Q2: 9,106 shares; 2026Q3: 7,367 shares 7,367 $6.79M 0.06% -1,739 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,613 shares; 2025Q1: 111,732 shares; 2025Q2: 118,853 shares; 2025Q3: 120,909 shares; 2025Q4: 119,619 shares; 2026Q1: 9,276 shares; 2026Q2: 13,001 shares; 2026Q3: 53,519 shares 53,519 $6.78M 0.06% +40,518 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,549 shares; 2025Q3: 111,669 shares; 2025Q4: 118,302 shares; 2026Q1: 142,121 shares; 2026Q2: 155,357 shares; 2026Q3: 168,038 shares 168,038 $6.74M 0.06% +12,681 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,121 shares; 2025Q1: 138,256 shares; 2025Q2: 139,195 shares; 2025Q3: 143,965 shares; 2025Q4: 142,412 shares; 2026Q1: 144,101 shares; 2026Q2: 146,474 shares; 2026Q3: 150,459 shares 150,459 $6.74M 0.06% +3,985 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,102 shares; 2025Q1: 39,678 shares; 2025Q2: 44,246 shares; 2025Q3: 40,722 shares; 2025Q4: 45,181 shares; 2026Q1: 74,962 shares; 2026Q2: 75,994 shares; 2026Q3: 78,231 shares 78,231 $6.73M 0.06% +2,237 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,422 shares; 2025Q1: 107,673 shares; 2025Q2: 109,605 shares; 2025Q3: 109,392 shares; 2025Q4: 112,151 shares; 2026Q1: 112,177 shares; 2026Q2: 123,856 shares; 2026Q3: 128,371 shares 128,371 $6.68M 0.06% +4,515 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,046 shares; 2025Q1: 1,295 shares; 2025Q2: 1,283 shares; 2025Q3: 1,903 shares; 2025Q4: 2,160 shares; 2026Q1: 2,181 shares; 2026Q2: 18,229 shares; 2026Q3: 31,940 shares 31,940 $6.51M 0.06% +13,711 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; 2024Q4: 17,433 shares; 2025Q1: 18,059 shares; 2025Q2: 17,829 shares; 2025Q3: 17,732 shares; 2025Q4: 17,742 shares; 2026Q1: 19,663 shares; 2026Q2: 78,837 shares; 2026Q3: 82,750 shares 82,750 $6.49M 0.06% +3,913 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,770 shares; 2026Q3: 11,293 shares 11,293 $6.41M 0.05% +6,523 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,649 shares; 2025Q1: 1,608 shares; 2025Q2: 1,949 shares; 2025Q3: 1,974 shares; 2025Q4: 1,910 shares; 2026Q1: 3,275 shares; 2026Q2: 31,606 shares; 2026Q3: 32,335 shares 32,335 $6.3M 0.05% +729 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,446 shares; 2025Q1: 37,439 shares; 2025Q2: 37,415 shares; 2025Q3: 37,479 shares; 2025Q4: 37,486 shares; 2026Q1: 37,479 shares; 2026Q2: 38,937 shares; 2026Q3: 38,985 shares 38,985 $6.27M 0.05% +48 Timeline WTIP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,354 shares; 2026Q2: 167,410 shares; 2026Q3: 165,136 shares 165,136 $6.12M 0.05% -2,274 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,540 shares; 2025Q1: 3,184 shares; 2025Q2: 1,114 shares; 2025Q3: 978 shares; 2025Q4: 1,262 shares; 2026Q1: 1,118 shares; 2026Q2: 12,307 shares; 2026Q3: 27,086 shares 27,086 $6M 0.05% +14,779 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,011 shares; 2025Q1: 25,127 shares; 2025Q2: 24,447 shares; 2025Q3: 17,730 shares; 2025Q4: 17,016 shares; 2026Q1: 16,815 shares; 2026Q2: 16,816 shares; 2026Q3: 16,987 shares 16,987 $5.98M 0.05% +171 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 994 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: not reported; 2026Q1: 927 shares; 2026Q2: 15,956 shares; 2026Q3: 33,808 shares 33,808 $5.88M 0.05% +17,852 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,635 shares; 2026Q2: 195,562 shares; 2026Q3: 195,990 shares 195,990 $5.82M 0.05% +428 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 460,000 shares; 2025Q4: 460,016 shares; 2026Q1: 460,016 shares; 2026Q2: 460,016 shares; 2026Q3: 460,016 shares 460,016 $5.81M 0.05% 0 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; 2024Q4: 1,977 shares; 2025Q1: 2,777 shares; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 3,184 shares; 2026Q1: 2,960 shares; 2026Q2: 46,149 shares; 2026Q3: 85,945 shares 85,945 $5.62M 0.05% +39,796 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 443 shares; 2026Q3: 907 shares 907 $5.58M 0.05% +464 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,527 shares; 2025Q1: 7,246 shares; 2025Q2: 7,012 shares; 2025Q3: 6,932 shares; 2025Q4: 6,264 shares; 2026Q1: 6,649 shares; 2026Q2: 16,103 shares; 2026Q3: 20,007 shares 20,007 $5.56M 0.05% +3,904 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,211 shares; 2025Q1: 185,369 shares; 2025Q2: 154,483 shares; 2025Q3: 162,586 shares; 2025Q4: 181,387 shares; 2026Q1: 190,141 shares; 2026Q2: 208,674 shares; 2026Q3: 227,256 shares 227,256 $5.55M 0.05% +18,582 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,661 shares; 2026Q2: 148,249 shares; 2026Q3: 152,032 shares 152,032 $5.53M 0.05% +3,783 Timeline RSBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328,126 shares; 2026Q2: 308,185 shares; 2026Q3: 304,275 shares 304,275 $5.42M 0.05% -3,910 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,360 shares; 2026Q2: 173,188 shares; 2026Q3: 172,861 shares 172,861 $5.39M 0.05% -327 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,681 shares; 2025Q1: 62,635 shares; 2025Q2: 60,567 shares; 2025Q3: 23,655 shares; 2025Q4: 19,343 shares; 2026Q1: 20,429 shares; 2026Q2: 22,173 shares; 2026Q3: 22,468 shares 22,468 $5.24M 0.04% +295 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,857 shares; 2025Q1: 13,588 shares; 2025Q2: 13,515 shares; 2025Q3: 13,399 shares; 2025Q4: 16,236 shares; 2026Q1: 33,888 shares; 2026Q2: 33,347 shares; 2026Q3: 35,004 shares 35,004 $5.22M 0.04% +1,657 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 497 shares; 2025Q1: 595 shares; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 34,489 shares; 2026Q3: 91,287 shares 91,287 $5.2M 0.04% +56,798 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217,898 shares; 2025Q1: 220,880 shares; 2025Q2: 207,535 shares; 2025Q3: 183,431 shares; 2025Q4: 181,041 shares; 2026Q1: 179,582 shares; 2026Q2: 140,726 shares; 2026Q3: 140,165 shares 140,165 $5.19M 0.04% -561 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,045 shares; 2025Q1: 76,399 shares; 2025Q2: 71,231 shares; 2025Q3: 71,423 shares; 2025Q4: 73,690 shares; 2026Q1: 73,199 shares; 2026Q2: 69,791 shares; 2026Q3: 72,071 shares 72,071 $5.19M 0.04% +2,280 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; 2024Q4: 193 shares; 2025Q1: 219 shares; 2025Q2: 202 shares; 2025Q3: 207 shares; 2025Q4: 203 shares; 2026Q1: 185 shares; 2026Q2: 16,290 shares; 2026Q3: 31,627 shares 31,627 $5.15M 0.04% +15,337 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,499 shares; 2025Q1: 45,332 shares; 2025Q2: 42,356 shares; 2025Q3: 42,060 shares; 2025Q4: 40,569 shares; 2026Q1: 40,123 shares; 2026Q2: 37,931 shares; 2026Q3: 37,573 shares 37,573 $5.11M 0.04% -358 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,355 shares; 2025Q1: 1,733 shares; 2025Q2: 1,769 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares; 2026Q1: 1,731 shares; 2026Q2: 1,917 shares; 2026Q3: 7,603 shares 7,603 $5.11M 0.04% +5,686 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; 2024Q4: 5,600 shares; 2025Q1: 5,031 shares; 2025Q2: 4,819 shares; 2025Q3: 4,544 shares; 2025Q4: 4,296 shares; 2026Q1: 54,283 shares; 2026Q2: 53,049 shares; 2026Q3: 55,889 shares 55,889 $5.02M 0.04% +2,840 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,906 shares; 2025Q1: 66,895 shares; 2025Q2: 66,895 shares; 2025Q3: 66,931 shares; 2025Q4: 66,931 shares; 2026Q1: 67,515 shares; 2026Q2: 67,008 shares; 2026Q3: 67,005 shares 67,005 $4.96M 0.04% -3 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,865 shares; 2025Q1: 37,264 shares; 2025Q2: 40,354 shares; 2025Q3: 50,725 shares; 2025Q4: 52,466 shares; 2026Q1: 55,821 shares; 2026Q2: 65,491 shares; 2026Q3: 70,869 shares 70,869 $4.91M 0.04% +5,378 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,369 shares; 2025Q1: 17,512 shares; 2025Q2: 17,820 shares; 2025Q3: 17,083 shares; 2025Q4: 16,546 shares; 2026Q1: 16,891 shares; 2026Q2: 16,847 shares; 2026Q3: 17,211 shares 17,211 $4.9M 0.04% +364 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 405,058 shares; 2025Q1: 146,706 shares; 2025Q2: 136,415 shares; 2025Q3: 147,016 shares; 2025Q4: 139,997 shares; 2026Q1: 138,225 shares; 2026Q2: 117,948 shares; 2026Q3: 97,563 shares 97,563 $4.89M 0.04% -20,385 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,444 shares; 2025Q2: 14,954 shares; 2025Q3: 14,694 shares; 2025Q4: 17,694 shares; 2026Q1: 22,032 shares; 2026Q2: 22,198 shares; 2026Q3: 23,811 shares 23,811 $4.85M 0.04% +1,613 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,786 shares; 2025Q1: 19,736 shares; 2025Q2: 19,229 shares; 2025Q3: 19,244 shares; 2025Q4: 19,239 shares; 2026Q1: 17,271 shares; 2026Q2: 16,501 shares; 2026Q3: 16,491 shares 16,491 $4.82M 0.04% -10 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,981 shares; 2025Q1: 12,340 shares; 2025Q2: 11,975 shares; 2025Q3: 16,840 shares; 2025Q4: 16,323 shares; 2026Q1: 16,852 shares; 2026Q2: 22,762 shares; 2026Q3: 23,083 shares 23,083 $4.79M 0.04% +321 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; 2024Q4: 51,784 shares; 2025Q1: 47,896 shares; 2025Q2: 46,313 shares; 2025Q3: 15,526 shares; 2025Q4: 11,605 shares; 2026Q1: 11,408 shares; 2026Q2: 57,003 shares; 2026Q3: 51,280 shares 51,280 $4.75M 0.04% -5,723 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,801 shares; 2025Q1: 15,465 shares; 2025Q2: 17,739 shares; 2025Q3: 17,075 shares; 2025Q4: 17,654 shares; 2026Q1: 19,489 shares; 2026Q2: 24,528 shares; 2026Q3: 24,777 shares 24,777 $4.73M 0.04% +249 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179,129 shares; 2025Q1: 168,555 shares; 2025Q2: 126,439 shares; 2025Q3: 122,909 shares; 2025Q4: 126,201 shares; 2026Q1: 121,230 shares; 2026Q2: 116,324 shares; 2026Q3: 110,239 shares 110,239 $4.71M 0.04% -6,085 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,480 shares; 2025Q1: 6,636 shares; 2025Q2: 6,925 shares; 2025Q3: 6,826 shares; 2025Q4: 6,773 shares; 2026Q1: 6,860 shares; 2026Q2: 6,863 shares; 2026Q3: 11,850 shares 11,850 $4.69M 0.04% +4,987 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; 2024Q4: 2,150 shares; 2025Q1: 8,237 shares; 2025Q2: 9,817 shares; 2025Q3: 24,782 shares; 2025Q4: 54,212 shares; 2026Q1: 66,790 shares; 2026Q2: 80,047 shares; 2026Q3: 81,119 shares 81,119 $4.67M 0.04% +1,072 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,328,080 shares; 2025Q1: 1,407,987 shares; 2025Q2: 52,112 shares; 2025Q3: 44,248 shares; 2025Q4: 41,864 shares; 2026Q1: 45,906 shares; 2026Q2: 46,973 shares; 2026Q3: 94,848 shares 94,848 $4.62M 0.04% +47,875 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: not reported; 2026Q1: 15,060 shares; 2026Q2: 14,598 shares; 2026Q3: 15,048 shares 15,048 $4.58M 0.04% +450 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; 2024Q4: 29,667 shares; 2025Q1: 41,583 shares; 2025Q2: 53,181 shares; 2025Q3: 51,994 shares; 2025Q4: 54,408 shares; 2026Q1: 56,965 shares; 2026Q2: 52,891 shares; 2026Q3: 52,439 shares 52,439 $4.46M 0.04% -452 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,932 shares; 2026Q2: 61,272 shares; 2026Q3: 59,559 shares 59,559 $4.45M 0.04% -1,713 Timeline DUSG DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 89,950 shares 89,950 $4.44M 0.04% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,033 shares; 2025Q1: 15,927 shares; 2025Q2: 15,191 shares; 2025Q3: 15,417 shares; 2025Q4: 15,356 shares; 2026Q1: 14,580 shares; 2026Q2: 15,057 shares; 2026Q3: 15,405 shares 15,405 $4.38M 0.04% +348 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 890 shares; 2025Q1: 8,319 shares; 2025Q2: 15,055 shares; 2025Q3: 15,690 shares; 2025Q4: 17,520 shares; 2026Q1: 23,855 shares; 2026Q2: 20,309 shares; 2026Q3: 23,073 shares 23,073 $4.32M 0.04% +2,764 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,629 shares; 2025Q1: 4,690 shares; 2025Q2: 4,762 shares; 2025Q3: 4,885 shares; 2025Q4: 5,135 shares; 2026Q1: 12,000 shares; 2026Q2: 10,169 shares; 2026Q3: 9,895 shares 9,895 $4.25M 0.04% -274 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,480 shares; 2025Q3: 80,996 shares; 2025Q4: 83,297 shares; 2026Q1: 84,181 shares; 2026Q2: 86,350 shares; 2026Q3: 90,500 shares 90,500 $4.19M 0.04% +4,150 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204,581 shares; 2025Q1: 201,931 shares; 2025Q2: 187,833 shares; 2025Q3: 186,737 shares; 2025Q4: 188,767 shares; 2026Q1: 185,957 shares; 2026Q2: 190,404 shares; 2026Q3: 187,996 shares 187,996 $4.11M 0.03% -2,408 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,197 shares; 2025Q1: 83,381 shares; 2025Q2: 92,353 shares; 2025Q3: 94,582 shares; 2025Q4: 96,231 shares; 2026Q1: 82,730 shares; 2026Q2: 177,410 shares; 2026Q3: 166,975 shares 166,975 $4.07M 0.03% -10,435 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,534 shares; 2025Q1: 37,936 shares; 2025Q2: 37,891 shares; 2025Q3: 37,891 shares; 2025Q4: 37,891 shares; 2026Q1: 37,891 shares; 2026Q2: 37,891 shares; 2026Q3: 37,921 shares 37,921 $3.99M 0.03% +30 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,254 shares; 2025Q1: 7,792 shares; 2025Q2: 7,449 shares; 2025Q3: 7,917 shares; 2025Q4: 7,920 shares; 2026Q1: 8,811 shares; 2026Q2: 8,702 shares; 2026Q3: 9,449 shares 9,449 $3.98M 0.03% +747 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; 2024Q4: 29,102 shares; 2025Q1: 43,734 shares; 2025Q2: 45,308 shares; 2025Q3: 44,385 shares; 2025Q4: 43,886 shares; 2026Q1: 44,523 shares; 2026Q2: 48,743 shares; 2026Q3: 51,114 shares 51,114 $3.96M 0.03% +2,371 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,884 shares; 2025Q1: 6,104 shares; 2025Q2: 5,187 shares; 2025Q3: 5,836 shares; 2025Q4: 6,206 shares; 2026Q1: 20,072 shares; 2026Q2: 19,729 shares; 2026Q3: 21,036 shares 21,036 $3.87M 0.03% +1,307 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; 2024Q4: 81,513 shares; 2025Q1: 79,913 shares; 2025Q2: 72,714 shares; 2025Q3: 72,063 shares; 2025Q4: 71,330 shares; 2026Q1: 70,868 shares; 2026Q2: 70,505 shares; 2026Q3: 70,600 shares 70,600 $3.79M 0.03% +95 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; 2024Q4: 15,757 shares; 2025Q1: 17,283 shares; 2025Q2: 30,109 shares; 2025Q3: 34,639 shares; 2025Q4: 58,216 shares; 2026Q1: 51,292 shares; 2026Q2: 49,181 shares; 2026Q3: 48,091 shares 48,091 $3.76M 0.03% -1,090 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,616 shares; 2025Q1: 34,991 shares; 2025Q2: 35,033 shares; 2025Q3: 35,033 shares; 2025Q4: 35,162 shares; 2026Q1: 35,411 shares; 2026Q2: 35,265 shares; 2026Q3: 35,177 shares 35,177 $3.75M 0.03% -88 Timeline HFMF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,657 shares; 2026Q2: 160,803 shares; 2026Q3: 163,805 shares 163,805 $3.68M 0.03% +3,002 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,723 shares; 2025Q1: 22,778 shares; 2025Q2: 22,896 shares; 2025Q3: 23,059 shares; 2025Q4: 19,731 shares; 2026Q1: 20,133 shares; 2026Q2: 20,167 shares; 2026Q3: 43,361 shares 43,361 $3.66M 0.03% +23,194 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,700 shares; 2025Q1: 59,934 shares; 2025Q2: 59,009 shares; 2025Q3: 58,530 shares; 2025Q4: 58,427 shares; 2026Q1: 57,559 shares; 2026Q2: 46,039 shares; 2026Q3: 46,027 shares 46,027 $3.57M 0.03% -12 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,264 shares; 2025Q1: 94,928 shares; 2025Q2: 83,246 shares; 2025Q3: 79,676 shares; 2025Q4: 76,536 shares; 2026Q1: 74,877 shares; 2026Q2: 73,201 shares; 2026Q3: 75,006 shares 75,006 $3.54M 0.03% +1,805 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,822 shares; 2025Q1: 7,135 shares; 2025Q2: 6,023 shares; 2025Q3: 6,262 shares; 2025Q4: 5,771 shares; 2026Q1: 7,079 shares; 2026Q2: 7,696 shares; 2026Q3: 12,524 shares 12,524 $3.51M 0.03% +4,828 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,777 shares; 2025Q1: 15,486 shares; 2025Q2: 16,861 shares; 2025Q3: 17,689 shares; 2025Q4: 17,969 shares; 2026Q1: 20,602 shares; 2026Q2: 26,706 shares; 2026Q3: 26,453 shares 26,453 $3.39M 0.03% -253 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,880 shares; 2025Q1: 6,567 shares; 2025Q2: 6,219 shares; 2025Q3: 6,295 shares; 2025Q4: 6,663 shares; 2026Q1: 6,625 shares; 2026Q2: 7,755 shares; 2026Q3: 7,372 shares 7,372 $3.36M 0.03% -383 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,801 shares; 2025Q1: 93,551 shares; 2025Q2: 93,550 shares; 2025Q3: 93,551 shares; 2025Q4: 93,489 shares; 2026Q1: 93,489 shares; 2026Q2: 93,623 shares; 2026Q3: 94,034 shares 94,034 $3.29M 0.03% +411 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,211 shares; 2025Q1: 22,665 shares; 2025Q2: 22,184 shares; 2025Q3: 23,709 shares; 2025Q4: 24,558 shares; 2026Q1: 24,941 shares; 2026Q2: 25,637 shares; 2026Q3: 24,777 shares 24,777 $3.28M 0.03% -860 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,644 shares; 2025Q1: 4,317 shares; 2025Q2: 4,405 shares; 2025Q3: 4,588 shares; 2025Q4: 4,626 shares; 2026Q1: 11,306 shares; 2026Q2: 11,688 shares; 2026Q3: 12,824 shares 12,824 $3.26M 0.03% +1,136 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,384 shares; 2025Q1: 34,350 shares; 2025Q2: 34,350 shares; 2025Q3: 34,350 shares; 2025Q4: 34,350 shares; 2026Q1: 34,350 shares; 2026Q2: 34,350 shares; 2026Q3: 34,281 shares 34,281 $3.26M 0.03% -69 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,378 shares; 2025Q1: 14,880 shares; 2025Q2: 14,960 shares; 2025Q3: 15,814 shares; 2025Q4: 15,897 shares; 2026Q1: 16,928 shares; 2026Q2: 16,283 shares; 2026Q3: 17,331 shares 17,331 $3.22M 0.03% +1,048 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,694 shares; 2026Q2: 44,424 shares; 2026Q3: 40,950 shares 40,950 $3.2M 0.03% -3,474 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,268 shares; 2025Q1: 6,305 shares; 2025Q2: 7,107 shares; 2025Q3: 6,826 shares; 2025Q4: 8,027 shares; 2026Q1: 7,023 shares; 2026Q2: 7,541 shares; 2026Q3: 7,931 shares 7,931 $3.15M 0.03% +390 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: 1,146 shares; 2026Q2: 1,592 shares; 2026Q3: 1,803 shares 1,803 $3.14M 0.03% +211 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,223 shares; 2025Q1: 32,283 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares; 2026Q1: 32,075 shares; 2026Q2: 32,075 shares; 2026Q3: 32,075 shares 32,075 $3.12M 0.03% 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; 2024Q4: 24,925 shares; 2025Q1: 26,607 shares; 2025Q2: 25,751 shares; 2025Q3: 26,158 shares; 2025Q4: 19,549 shares; 2026Q1: 20,219 shares; 2026Q2: 23,643 shares; 2026Q3: 22,591 shares 22,591 $3.1M 0.03% -1,052 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,634 shares; 2025Q1: 8,241 shares; 2025Q2: 8,057 shares; 2025Q3: 6,963 shares; 2025Q4: 6,628 shares; 2026Q1: 15,018 shares; 2026Q2: 15,583 shares; 2026Q3: 16,833 shares 16,833 $3.09M 0.03% +1,250 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,738 shares; 2025Q1: 2,741 shares; 2025Q2: 2,775 shares; 2025Q3: 2,771 shares; 2025Q4: 2,852 shares; 2026Q1: 2,850 shares; 2026Q2: 3,119 shares; 2026Q3: 3,190 shares 3,190 $3.05M 0.03% +71 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,452 shares; 2025Q1: 27,134 shares; 2025Q2: 26,824 shares; 2025Q3: 21,444 shares; 2025Q4: 20,660 shares; 2026Q1: 20,275 shares; 2026Q2: 21,493 shares; 2026Q3: 18,484 shares 18,484 $2.98M 0.03% -3,009 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,173 shares; 2025Q1: 16,939 shares; 2025Q2: 15,888 shares; 2025Q3: 12,034 shares; 2025Q4: 14,481 shares; 2026Q1: 30,131 shares; 2026Q2: 42,427 shares; 2026Q3: 67,416 shares 67,416 $2.97M 0.03% +24,989 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,388 shares; 2026Q3: 98,643 shares 98,643 $2.95M 0.02% +15,255 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,754 shares; 2025Q1: 103,073 shares; 2025Q2: 100,816 shares; 2025Q3: 97,528 shares; 2025Q4: 96,352 shares; 2026Q1: 94,111 shares; 2026Q2: 94,055 shares; 2026Q3: 99,029 shares 99,029 $2.9M 0.02% +4,974 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,326 shares; 2025Q1: 12,130 shares; 2025Q2: 12,777 shares; 2025Q3: 12,906 shares; 2025Q4: 13,497 shares; 2026Q1: 13,187 shares; 2026Q2: 14,757 shares; 2026Q3: 15,312 shares 15,312 $2.88M 0.02% +555 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,284 shares; 2025Q1: 5,239 shares; 2025Q2: 5,192 shares; 2025Q3: 5,192 shares; 2025Q4: 8,187 shares; 2026Q1: 7,879 shares; 2026Q2: 8,020 shares; 2026Q3: 10,745 shares 10,745 $2.84M 0.02% +2,725 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,821 shares; 2025Q1: 94,472 shares; 2025Q2: 91,242 shares; 2025Q3: 91,104 shares; 2025Q4: 86,033 shares; 2026Q1: 86,693 shares; 2026Q2: 85,283 shares; 2026Q3: 83,221 shares 83,221 $2.83M 0.02% -2,062 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,087 shares; 2026Q2: 78,619 shares; 2026Q3: 77,241 shares 77,241 $2.82M 0.02% -1,378 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,149 shares; 2025Q1: 8,434 shares; 2025Q2: 8,420 shares; 2025Q3: 8,265 shares; 2025Q4: 7,820 shares; 2026Q1: 7,231 shares; 2026Q2: 8,548 shares; 2026Q3: 13,455 shares 13,455 $2.8M 0.02% +4,907 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,237 shares; 2025Q1: 12,743 shares; 2025Q2: 13,180 shares; 2025Q3: 13,729 shares; 2025Q4: 14,482 shares; 2026Q1: 15,754 shares; 2026Q2: 17,091 shares; 2026Q3: 16,764 shares 16,764 $2.75M 0.02% -327 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,733 shares; 2025Q1: 9,240 shares; 2025Q2: 8,868 shares; 2025Q3: 10,434 shares; 2025Q4: 10,705 shares; 2026Q1: 10,524 shares; 2026Q2: 10,907 shares; 2026Q3: 11,455 shares 11,455 $2.75M 0.02% +548 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,620 shares; 2025Q1: 25,244 shares; 2025Q2: 29,551 shares; 2025Q3: 35,208 shares; 2025Q4: 35,578 shares; 2026Q1: 26,094 shares; 2026Q2: 28,864 shares; 2026Q3: 29,273 shares 29,273 $2.74M 0.02% +409 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,150 shares; 2025Q3: 37,871 shares; 2025Q4: 39,436 shares; 2026Q1: 40,782 shares; 2026Q2: 42,742 shares; 2026Q3: 45,582 shares 45,582 $2.72M 0.02% +2,840 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273,668 shares; 2026Q2: 112,891 shares; 2026Q3: 112,219 shares 112,219 $2.68M 0.02% -672 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,989 shares; 2025Q1: 6,376 shares; 2025Q2: 6,818 shares; 2025Q3: 6,651 shares; 2025Q4: 7,795 shares; 2026Q1: 7,882 shares; 2026Q2: 7,859 shares; 2026Q3: 7,905 shares 7,905 $2.61M 0.02% +46 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,423 shares; 2025Q1: 7,398 shares; 2025Q2: 7,124 shares; 2025Q3: 6,913 shares; 2025Q4: 7,190 shares; 2026Q1: 10,998 shares; 2026Q2: 10,705 shares; 2026Q3: 11,503 shares 11,503 $2.6M 0.02% +798 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,000 shares; 2025Q1: 22,443 shares; 2025Q2: 22,842 shares; 2025Q3: 24,495 shares; 2025Q4: 17,746 shares; 2026Q1: 17,787 shares; 2026Q2: 20,021 shares; 2026Q3: 20,629 shares 20,629 $2.58M 0.02% +608 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,958 shares; 2025Q1: 5,894 shares; 2025Q2: 6,016 shares; 2025Q3: 5,782 shares; 2025Q4: 5,724 shares; 2026Q1: 6,511 shares; 2026Q2: 7,263 shares; 2026Q3: 11,443 shares 11,443 $2.52M 0.02% +4,180 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 17,778 shares; 2026Q3: 17,897 shares 17,897 $2.51M 0.02% +119 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; 2024Q4: 12,128 shares; 2025Q1: 12,083 shares; 2025Q2: 22,664 shares; 2025Q3: 22,664 shares; 2025Q4: 29,784 shares; 2026Q1: 29,784 shares; 2026Q2: 29,914 shares; 2026Q3: 29,864 shares 29,864 $2.51M 0.02% -50 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,418 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 27,126 shares; 2025Q4: 27,126 shares; 2026Q1: 27,049 shares; 2026Q2: 26,968 shares; 2026Q3: 27,394 shares 27,394 $2.5M 0.02% +426 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,897 shares; 2026Q2: 56,814 shares; 2026Q3: 57,397 shares 57,397 $2.48M 0.02% +583 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,599 shares; 2025Q1: 6,072 shares; 2025Q2: 6,388 shares; 2025Q3: 6,896 shares; 2025Q4: 8,240 shares; 2026Q1: 8,018 shares; 2026Q2: 8,167 shares; 2026Q3: 8,090 shares 8,090 $2.46M 0.02% -77 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; 2024Q4: 3,887 shares; 2025Q1: 4,146 shares; 2025Q2: 4,316 shares; 2025Q3: 4,339 shares; 2025Q4: 4,425 shares; 2026Q1: 4,438 shares; 2026Q2: 4,516 shares; 2026Q3: 4,698 shares 4,698 $2.46M 0.02% +182 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,744 shares; 2025Q1: 23,424 shares; 2025Q2: 22,782 shares; 2025Q3: 24,760 shares; 2025Q4: 27,129 shares; 2026Q1: 27,857 shares; 2026Q2: 30,649 shares; 2026Q3: 30,131 shares 30,131 $2.41M 0.02% -518 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,765 shares; 2025Q1: 38,126 shares; 2025Q2: 37,805 shares; 2025Q3: 37,520 shares; 2025Q4: 37,212 shares; 2026Q1: 37,016 shares; 2026Q2: 34,026 shares; 2026Q3: 33,668 shares 33,668 $2.41M 0.02% -358 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,182 shares; 2025Q1: 43,801 shares; 2025Q2: 43,826 shares; 2025Q3: 44,785 shares; 2025Q4: 45,434 shares; 2026Q1: 45,433 shares; 2026Q2: 45,667 shares; 2026Q3: 29,109 shares 29,109 $2.4M 0.02% -16,558 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,840 shares; 2025Q1: 4,561 shares; 2025Q2: 4,377 shares; 2025Q3: 4,385 shares; 2025Q4: 4,643 shares; 2026Q1: 5,084 shares; 2026Q2: 5,183 shares; 2026Q3: 12,804 shares 12,804 $2.38M 0.02% +7,621 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,381 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 7,381 shares; 2025Q4: 9,365 shares; 2026Q1: 79,530 shares; 2026Q2: 40,078 shares; 2026Q3: 47,209 shares 47,209 $2.38M 0.02% +7,131 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,779 shares; 2025Q1: 21,921 shares; 2025Q2: 20,424 shares; 2025Q3: 21,889 shares; 2025Q4: 24,034 shares; 2026Q1: 24,854 shares; 2026Q2: 28,086 shares; 2026Q3: 33,900 shares 33,900 $2.37M 0.02% +5,814 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,067 shares; 2026Q1: 44,016 shares; 2026Q2: 39,461 shares; 2026Q3: 39,874 shares 39,874 $2.37M 0.02% +413 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,198 shares; 2025Q1: 12,596 shares; 2025Q2: 12,794 shares; 2025Q3: 12,652 shares; 2025Q4: 13,194 shares; 2026Q1: 13,281 shares; 2026Q2: 14,979 shares; 2026Q3: 15,042 shares 15,042 $2.33M 0.02% +63 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47,143 shares 47,143 $2.31M 0.02% new Timeline YQQQ TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,441 shares; 2026Q2: 255,901 shares; 2026Q3: 243,615 shares 243,615 $2.29M 0.02% -12,286 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,583 shares; 2025Q1: 6,713 shares; 2025Q2: 6,746 shares; 2025Q3: 6,692 shares; 2025Q4: 6,668 shares; 2026Q1: 6,662 shares; 2026Q2: 6,938 shares; 2026Q3: 7,031 shares 7,031 $2.29M 0.02% +93 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,225 shares; 2025Q1: 20,655 shares; 2025Q2: 20,688 shares; 2025Q3: 13,704 shares; 2025Q4: 13,714 shares; 2026Q1: 13,891 shares; 2026Q2: 14,055 shares; 2026Q3: 18,704 shares 18,704 $2.24M 0.02% +4,649 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,835 shares; 2025Q1: 38,244 shares; 2025Q2: 35,811 shares; 2025Q3: 34,865 shares; 2025Q4: 34,816 shares; 2026Q1: 34,506 shares; 2026Q2: 33,725 shares; 2026Q3: 33,445 shares 33,445 $2.23M 0.02% -280 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,695 shares; 2026Q2: 94,515 shares; 2026Q3: 96,157 shares 96,157 $2.19M 0.02% +1,642 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,261 shares; 2025Q1: 16,415 shares; 2025Q2: 17,252 shares; 2025Q3: 17,037 shares; 2025Q4: 17,037 shares; 2026Q1: 16,355 shares; 2026Q2: 16,140 shares; 2026Q3: 16,031 shares 16,031 $2.18M 0.02% -109 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,382 shares; 2025Q1: 11,110 shares; 2025Q2: 14,120 shares; 2025Q3: 13,556 shares; 2025Q4: 15,081 shares; 2026Q1: 19,542 shares; 2026Q2: 24,472 shares; 2026Q3: 24,067 shares 24,067 $2.16M 0.02% -405 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,455 shares; 2025Q1: 7,531 shares; 2025Q2: 8,201 shares; 2025Q3: 9,018 shares; 2025Q4: 9,564 shares; 2026Q1: 11,826 shares; 2026Q2: 12,907 shares; 2026Q3: 13,297 shares 13,297 $2.13M 0.02% +390 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,619 shares; 2025Q2: 56,673 shares; 2025Q3: 55,273 shares; 2025Q4: 49,185 shares; 2026Q1: 50,101 shares; 2026Q2: 28,833 shares; 2026Q3: 44,562 shares 44,562 $2.11M 0.02% +15,729 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,231 shares; 2025Q1: 5,280 shares; 2025Q2: 5,140 shares; 2025Q3: 5,127 shares; 2025Q4: 5,117 shares; 2026Q1: 5,112 shares; 2026Q2: 5,432 shares; 2026Q3: 5,913 shares 5,913 $2.11M 0.02% +481 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,602 shares; 2025Q1: 4,781 shares; 2025Q2: 5,245 shares; 2025Q3: 5,305 shares; 2025Q4: 55,760 shares; 2026Q1: 38,954 shares; 2026Q2: 36,039 shares; 2026Q3: 30,144 shares 30,144 $2.1M 0.02% -5,895 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,955 shares; 2026Q2: 58,557 shares; 2026Q3: 53,701 shares 53,701 $2.04M 0.02% -4,856 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160 shares; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 609 shares; 2026Q1: 5,328 shares; 2026Q2: 5,453 shares; 2026Q3: 6,926 shares 6,926 $2.01M 0.02% +1,473 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 923 shares; 2025Q1: 899 shares; 2025Q2: 898 shares; 2025Q3: 897 shares; 2025Q4: 999 shares; 2026Q1: 1,969 shares; 2026Q2: 2,764 shares; 2026Q3: 3,107 shares 3,107 $2M 0.02% +343 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,683 shares; 2026Q2: 53,733 shares; 2026Q3: 54,504 shares 54,504 $1.93M 0.02% +771 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 657 shares; 2025Q1: 1,051 shares; 2025Q2: 1,496 shares; 2025Q3: 1,569 shares; 2025Q4: 1,797 shares; 2026Q1: 1,688 shares; 2026Q2: 1,588 shares; 2026Q3: 7,234 shares 7,234 $1.92M 0.02% +5,646 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,487 shares; 2025Q1: 68,405 shares; 2025Q2: 60,938 shares; 2025Q3: 60,750 shares; 2025Q4: 62,651 shares; 2026Q1: 56,657 shares; 2026Q2: 55,496 shares; 2026Q3: 55,496 shares 55,496 $1.91M 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,260 shares; 2026Q2: 3,845 shares; 2026Q3: 3,120 shares 3,120 $1.9M 0.02% -725 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 1,043 shares; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: not reported; 2026Q1: 1,690 shares; 2026Q2: 1,581 shares; 2026Q3: 3,506 shares 3,506 $1.89M 0.02% +1,925 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 555,554 shares; 2025Q1: 596,240 shares; 2025Q2: 88,083 shares; 2025Q3: 85,921 shares; 2025Q4: 86,210 shares; 2026Q1: 84,591 shares; 2026Q2: 80,513 shares; 2026Q3: 79,346 shares 79,346 $1.86M 0.02% -1,167 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,761 shares; 2025Q1: 7,981 shares; 2025Q2: 9,305 shares; 2025Q3: 11,551 shares; 2025Q4: 11,767 shares; 2026Q1: 5,267 shares; 2026Q2: 5,346 shares; 2026Q3: 4,819 shares 4,819 $1.84M 0.02% -527 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,232 shares; 2025Q1: 3,214 shares; 2025Q2: 3,206 shares; 2025Q3: 3,196 shares; 2025Q4: 3,213 shares; 2026Q1: 3,211 shares; 2026Q2: 3,317 shares; 2026Q3: 3,548 shares 3,548 $1.83M 0.02% +231 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,860 shares; 2025Q1: 6,106 shares; 2025Q2: 6,060 shares; 2025Q3: 6,305 shares; 2025Q4: 6,128 shares; 2026Q1: 5,739 shares; 2026Q2: 5,804 shares; 2026Q3: 6,478 shares 6,478 $1.78M 0.02% +674 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,076 shares; 2025Q1: 32,076 shares; 2025Q2: 32,076 shares; 2025Q3: 32,076 shares; 2025Q4: 32,076 shares; 2026Q1: 31,821 shares; 2026Q2: 31,821 shares; 2026Q3: 31,821 shares 31,821 $1.77M 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 928 shares; 2025Q1: 1,077 shares; 2025Q2: 1,180 shares; 2025Q3: 1,183 shares; 2025Q4: 1,182 shares; 2026Q1: 1,682 shares; 2026Q2: 1,714 shares; 2026Q3: 1,767 shares 1,767 $1.77M 0.01% +53 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,084 shares; 2026Q2: 104,925 shares; 2026Q3: 104,229 shares 104,229 $1.75M 0.01% -696 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,773 shares; 2025Q1: 6,242 shares; 2025Q2: 6,976 shares; 2025Q3: 6,911 shares; 2025Q4: 5,335 shares; 2026Q1: 4,806 shares; 2026Q2: 6,722 shares; 2026Q3: 6,851 shares 6,851 $1.75M 0.01% +129 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 608 shares; 2025Q1: 636 shares; 2025Q2: 9,974 shares; 2025Q3: 6,639 shares; 2025Q4: 6,654 shares; 2026Q1: 6,704 shares; 2026Q2: 6,045 shares; 2026Q3: 6,086 shares 6,086 $1.75M 0.01% +41 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,501 shares; 2026Q2: 50,826 shares; 2026Q3: 47,134 shares 47,134 $1.73M 0.01% -3,692 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,631 shares; 2025Q1: 2,867 shares; 2025Q2: 3,778 shares; 2025Q3: 10,916 shares; 2025Q4: 11,056 shares; 2026Q1: 11,162 shares; 2026Q2: 11,557 shares; 2026Q3: 11,574 shares 11,574 $1.72M 0.01% +17 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,346 shares; 2026Q3: 22,695 shares 22,695 $1.72M 0.01% +15,349 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,468 shares; 2025Q1: 23,384 shares; 2025Q2: 24,358 shares; 2025Q3: 17,938 shares; 2025Q4: 10,980 shares; 2026Q1: 12,466 shares; 2026Q2: 4,954 shares; 2026Q3: 7,602 shares 7,602 $1.69M 0.01% +2,648 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,454 shares; 2026Q3: 18,624 shares 18,624 $1.69M 0.01% -4,830 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,533 shares; 2025Q1: 69,176 shares; 2025Q2: 67,298 shares; 2025Q3: 18,527 shares; 2025Q4: 11,227 shares; 2026Q1: 9,480 shares; 2026Q2: 8,345 shares; 2026Q3: 7,579 shares 7,579 $1.67M 0.01% -766 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,686 shares; 2025Q1: 17,206 shares; 2025Q2: 17,674 shares; 2025Q3: 17,607 shares; 2025Q4: 17,793 shares; 2026Q1: 17,624 shares; 2026Q2: 18,473 shares; 2026Q3: 17,533 shares 17,533 $1.67M 0.01% -940 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 30,242 shares; 2025Q3: 32,745 shares; 2025Q4: 33,658 shares; 2026Q1: 44,394 shares; 2026Q2: 34,092 shares; 2026Q3: 37,618 shares 37,618 $1.65M 0.01% +3,526 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; 2024Q4: 5,228 shares; 2025Q1: 15,042 shares; 2025Q2: 14,973 shares; 2025Q3: 14,525 shares; 2025Q4: 15,271 shares; 2026Q1: 16,787 shares; 2026Q2: 19,781 shares; 2026Q3: 19,645 shares 19,645 $1.63M 0.01% -136 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,476 shares; 2025Q1: 10,879 shares; 2025Q2: 10,968 shares; 2025Q3: 10,160 shares; 2025Q4: 10,146 shares; 2026Q1: 8,169 shares; 2026Q2: 8,010 shares; 2026Q3: 8,248 shares 8,248 $1.61M 0.01% +238 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,793 shares; 2025Q1: 35,750 shares; 2025Q2: 35,750 shares; 2025Q3: 35,771 shares; 2025Q4: 35,771 shares; 2026Q1: 35,771 shares; 2026Q2: 35,750 shares; 2026Q3: 36,763 shares 36,763 $1.59M 0.01% +1,013 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,202 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,362 shares; 2025Q4: 1,555 shares; 2026Q1: 1,599 shares; 2026Q2: 1,835 shares; 2026Q3: 1,761 shares 1,761 $1.59M 0.01% -74 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,904 shares; 2025Q1: 8,710 shares; 2025Q2: 8,430 shares; 2025Q3: 8,402 shares; 2025Q4: 8,732 shares; 2026Q1: 9,014 shares; 2026Q2: 9,254 shares; 2026Q3: 9,449 shares 9,449 $1.57M 0.01% +195 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,281 shares; 2025Q1: 3,271 shares; 2025Q2: 3,188 shares; 2025Q3: 3,178 shares; 2025Q4: 3,294 shares; 2026Q1: 3,847 shares; 2026Q2: 3,497 shares; 2026Q3: 3,571 shares 3,571 $1.57M 0.01% +74 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,768 shares; 2025Q1: 6,218 shares; 2025Q2: 7,186 shares; 2025Q3: 7,332 shares; 2025Q4: 8,140 shares; 2026Q1: 8,201 shares; 2026Q2: 10,760 shares; 2026Q3: 12,022 shares 12,022 $1.56M 0.01% +1,262 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245,958 shares; 2026Q3: 157,567 shares 157,567 $1.54M 0.01% -88,391 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,416 shares; 2025Q1: 2,476 shares; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 2,619 shares; 2026Q1: 2,797 shares; 2026Q2: 4,265 shares; 2026Q3: 3,354 shares 3,354 $1.52M 0.01% -911 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,566,735 shares; 2025Q1: 10,133,769 shares; 2025Q2: 103,235 shares; 2025Q3: 91,933 shares; 2025Q4: 72,347 shares; 2026Q1: 69,842 shares; 2026Q2: 58,545 shares; 2026Q3: 58,228 shares 58,228 $1.51M 0.01% -317 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,469 shares; 2025Q1: 21,469 shares; 2025Q2: 21,469 shares; 2025Q3: 21,469 shares; 2025Q4: 21,469 shares; 2026Q1: 21,469 shares; 2026Q2: 21,469 shares; 2026Q3: 21,469 shares 21,469 $1.5M 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 678 shares; 2025Q1: 3,879 shares; 2025Q2: 10,914 shares; 2025Q3: 10,496 shares; 2025Q4: 7,094 shares; 2026Q1: 7,645 shares; 2026Q2: 7,604 shares; 2026Q3: 7,756 shares 7,756 $1.49M 0.01% +152 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,467 shares; 2025Q1: 3,782 shares; 2025Q2: 4,432 shares; 2025Q3: 8,013 shares; 2025Q4: 15,836 shares; 2026Q1: 17,010 shares; 2026Q2: 17,065 shares; 2026Q3: 17,267 shares 17,267 $1.47M 0.01% +202 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; 2024Q4: 5,849 shares; 2025Q1: 5,284 shares; 2025Q2: 5,275 shares; 2025Q3: 5,261 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares; 2026Q2: 5,257 shares; 2026Q3: 5,177 shares 5,177 $1.46M 0.01% -80 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,450 shares; 2026Q2: 16,520 shares; 2026Q3: 16,295 shares 16,295 $1.45M 0.01% -225 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,994 shares; 2025Q1: 13,042 shares; 2025Q2: 11,876 shares; 2025Q3: 12,679 shares; 2025Q4: 12,636 shares; 2026Q1: 13,979 shares; 2026Q2: 17,531 shares; 2026Q3: 13,847 shares 13,847 $1.45M 0.01% -3,684 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,328 shares; 2025Q1: 10,199 shares; 2025Q2: 11,989 shares; 2025Q3: 16,002 shares; 2025Q4: 11,282 shares; 2026Q1: 13,918 shares; 2026Q2: 15,160 shares; 2026Q3: 14,193 shares 14,193 $1.45M 0.01% -967 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,224 shares; 2025Q1: 25,784 shares; 2025Q2: 25,303 shares; 2025Q3: 24,935 shares; 2025Q4: 24,903 shares; 2026Q1: 24,755 shares; 2026Q2: 20,169 shares; 2026Q3: 20,243 shares 20,243 $1.45M 0.01% +74 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,805 shares; 2025Q1: 1,874 shares; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: not reported; 2026Q1: 42,207 shares; 2026Q2: 58,152 shares; 2026Q3: 60,085 shares 60,085 $1.44M 0.01% +1,933 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741 shares; 2025Q1: 856 shares; 2025Q2: 906 shares; 2025Q3: 908 shares; 2025Q4: 823 shares; 2026Q1: 798 shares; 2026Q2: 836 shares; 2026Q3: 4,033 shares 4,033 $1.43M 0.01% +3,197 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,025 shares; 2025Q1: 23,678 shares; 2025Q2: 21,846 shares; 2025Q3: 21,105 shares; 2025Q4: 21,182 shares; 2026Q1: 21,011 shares; 2026Q2: 19,978 shares; 2026Q3: 15,831 shares 15,831 $1.43M 0.01% -4,147 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; 2024Q4: 48,377 shares; 2025Q1: 44,960 shares; 2025Q2: 44,197 shares; 2025Q3: 43,299 shares; 2025Q4: 40,522 shares; 2026Q1: 39,660 shares; 2026Q2: 36,085 shares; 2026Q3: 36,038 shares 36,038 $1.43M 0.01% -47 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,642 shares; 2026Q2: 33,383 shares; 2026Q3: 29,896 shares 29,896 $1.42M 0.01% -3,487 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; 2024Q4: 22,400 shares; 2025Q1: 27,047 shares; 2025Q2: 27,472 shares; 2025Q3: 28,248 shares; 2025Q4: 29,368 shares; 2026Q1: 30,291 shares; 2026Q2: 30,742 shares; 2026Q3: 30,935 shares 30,935 $1.42M 0.01% +193 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,462 shares; 2025Q1: 50,109 shares; 2025Q2: 36,938 shares; 2025Q3: 37,770 shares; 2025Q4: 39,039 shares; 2026Q1: 40,839 shares; 2026Q2: 28,854 shares; 2026Q3: 30,659 shares 30,659 $1.41M 0.01% +1,805 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,336 shares; 2025Q1: 1,425 shares; 2025Q2: 1,334 shares; 2025Q3: 1,299 shares; 2025Q4: 1,195 shares; 2026Q1: 1,211 shares; 2026Q2: 1,249 shares; 2026Q3: 1,388 shares 1,388 $1.4M 0.01% +139 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,464 shares; 2026Q2: 39,362 shares; 2026Q3: 35,504 shares 35,504 $1.4M 0.01% -3,858 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,616 shares; 2025Q1: 4,010 shares; 2025Q2: 4,029 shares; 2025Q3: 4,636 shares; 2025Q4: 4,287 shares; 2026Q1: 4,601 shares; 2026Q2: 6,427 shares; 2026Q3: 6,326 shares 6,326 $1.4M 0.01% -101 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,855 shares; 2025Q1: 1,662 shares; 2025Q2: not reported; 2025Q3: 9,868 shares; 2025Q4: 10,239 shares; 2026Q1: 19,196 shares; 2026Q2: 26,675 shares; 2026Q3: 23,349 shares 23,349 $1.4M 0.01% -3,326 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,048 shares; 2025Q1: 5,274 shares; 2025Q2: 4,694 shares; 2025Q3: 4,842 shares; 2025Q4: 5,048 shares; 2026Q1: 5,231 shares; 2026Q2: 5,299 shares; 2026Q3: 6,247 shares 6,247 $1.39M 0.01% +948 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,589 shares; 2025Q1: 7,911 shares; 2025Q2: 7,811 shares; 2025Q3: 10,234 shares; 2025Q4: 10,120 shares; 2026Q1: 10,149 shares; 2026Q2: 9,570 shares; 2026Q3: 9,708 shares 9,708 $1.38M 0.01% +138 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,782 shares; 2025Q1: 4,779 shares; 2025Q2: 4,972 shares; 2025Q3: 4,980 shares; 2025Q4: 4,643 shares; 2026Q1: 3,442 shares; 2026Q2: 3,503 shares; 2026Q3: 3,501 shares 3,501 $1.38M 0.01% -2 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 409 shares; 2025Q2: 757 shares; 2025Q3: 904 shares; 2025Q4: 946 shares; 2026Q1: 992 shares; 2026Q2: 1,004 shares; 2026Q3: 1,024 shares 1,024 $1.38M 0.01% +20 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; 2024Q4: 8,856 shares; 2025Q1: 8,875 shares; 2025Q2: 8,720 shares; 2025Q3: 9,146 shares; 2025Q4: 9,232 shares; 2026Q1: 9,269 shares; 2026Q2: 9,358 shares; 2026Q3: 9,282 shares 9,282 $1.34M 0.01% -76 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 900 shares; 2025Q1: 1,360 shares; 2025Q2: 1,318 shares; 2025Q3: 1,597 shares; 2025Q4: 1,993 shares; 2026Q1: 1,922 shares; 2026Q2: 2,868 shares; 2026Q3: 2,769 shares 2,769 $1.34M 0.01% -99 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 786 shares; 2025Q1: 3,430 shares; 2025Q2: 3,752 shares; 2025Q3: 2,962 shares; 2025Q4: 3,043 shares; 2026Q1: 2,618 shares; 2026Q2: 2,795 shares; 2026Q3: 3,145 shares 3,145 $1.33M 0.01% +350 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,320 shares; 2025Q1: 7,415 shares; 2025Q2: 7,362 shares; 2025Q3: 9,176 shares; 2025Q4: 8,690 shares; 2026Q1: 15,694 shares; 2026Q2: 19,996 shares; 2026Q3: 19,652 shares 19,652 $1.32M 0.01% -344 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,142 shares; 2025Q1: 21,462 shares; 2025Q2: 18,966 shares; 2025Q3: 18,303 shares; 2025Q4: 18,619 shares; 2026Q1: 20,763 shares; 2026Q2: 16,887 shares; 2026Q3: 28,166 shares 28,166 $1.32M 0.01% +11,279 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,517 shares; 2025Q1: 4,613 shares; 2025Q2: 4,629 shares; 2025Q3: 4,673 shares; 2025Q4: 4,634 shares; 2026Q1: 5,060 shares; 2026Q2: 5,641 shares; 2026Q3: 6,263 shares 6,263 $1.32M 0.01% +622 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; 2024Q4: 88,266 shares; 2025Q1: 88,265 shares; 2025Q2: 88,265 shares; 2025Q3: 88,265 shares; 2025Q4: 88,391 shares; 2026Q1: 88,391 shares; 2026Q2: 88,521 shares; 2026Q3: 94,972 shares 94,972 $1.31M 0.01% +6,451 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,801 shares; 2025Q1: 9,189 shares; 2025Q2: 9,121 shares; 2025Q3: 8,971 shares; 2025Q4: 8,348 shares; 2026Q1: 8,657 shares; 2026Q2: 13,994 shares; 2026Q3: 16,909 shares 16,909 $1.31M 0.01% +2,915 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 862 shares; 2025Q1: 975 shares; 2025Q2: 1,047 shares; 2025Q3: 1,030 shares; 2025Q4: 935 shares; 2026Q1: 990 shares; 2026Q2: 1,469 shares; 2026Q3: 1,523 shares 1,523 $1.3M 0.01% +54 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,524 shares; 2026Q2: 67,367 shares; 2026Q3: 63,526 shares 63,526 $1.29M 0.01% -3,841 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,319 shares; 2025Q1: 4,498 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 4,066 shares; 2026Q1: 3,141 shares; 2026Q2: 3,567 shares; 2026Q3: 3,476 shares 3,476 $1.28M 0.01% -91 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,993 shares; 2025Q1: 16,063 shares; 2025Q2: 17,829 shares; 2025Q3: 9,837 shares; 2025Q4: 9,837 shares; 2026Q1: 10,099 shares; 2026Q2: 9,767 shares; 2026Q3: 10,209 shares 10,209 $1.26M 0.01% +442 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,481 shares; 2025Q1: 1,912 shares; 2025Q2: 1,946 shares; 2025Q3: 2,181 shares; 2025Q4: 2,354 shares; 2026Q1: 1,944 shares; 2026Q2: 3,210 shares; 2026Q3: 3,265 shares 3,265 $1.24M 0.01% +55 Timeline POW TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,692 shares; 2026Q3: 47,398 shares 47,398 $1.23M 0.01% +9,706 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,959 shares; 2025Q1: 2,121 shares; 2025Q2: 2,174 shares; 2025Q3: 2,513 shares; 2025Q4: 2,543 shares; 2026Q1: 3,019 shares; 2026Q2: 3,419 shares; 2026Q3: 3,455 shares 3,455 $1.23M 0.01% +36 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,237 shares; 2025Q1: 12,184 shares; 2025Q2: 10,712 shares; 2025Q3: 11,306 shares; 2025Q4: 11,196 shares; 2026Q1: 11,091 shares; 2026Q2: 15,410 shares; 2026Q3: 13,107 shares 13,107 $1.23M 0.01% -2,303 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,515 shares; 2025Q1: 3,225 shares; 2025Q2: 2,635 shares; 2025Q3: 2,535 shares; 2025Q4: 2,627 shares; 2026Q1: 2,720 shares; 2026Q2: 3,137 shares; 2026Q3: 3,166 shares 3,166 $1.23M 0.01% +29 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 673 shares; 2025Q1: 955 shares; 2025Q2: 2,649 shares; 2025Q3: 2,664 shares; 2025Q4: 2,700 shares; 2026Q1: 2,725 shares; 2026Q2: 2,797 shares; 2026Q3: 3,017 shares 3,017 $1.21M 0.01% +220 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,870 shares; 2025Q1: 17,743 shares; 2025Q2: 17,394 shares; 2025Q3: 17,394 shares; 2025Q4: 17,523 shares; 2026Q1: 17,511 shares; 2026Q2: 17,786 shares; 2026Q3: 17,729 shares 17,729 $1.2M 0.01% -57 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,991 shares; 2025Q1: 3,041 shares; 2025Q2: 2,524 shares; 2025Q3: 3,083 shares; 2025Q4: 3,752 shares; 2026Q1: 3,702 shares; 2026Q2: 4,274 shares; 2026Q3: 4,410 shares 4,410 $1.2M 0.01% +136 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,962 shares; 2025Q1: 12,813 shares; 2025Q2: 12,723 shares; 2025Q3: 12,653 shares; 2025Q4: 11,983 shares; 2026Q1: 11,121 shares; 2026Q2: 38,149 shares; 2026Q3: 38,100 shares 38,100 $1.19M 0.01% -49 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,413 shares; 2025Q1: 8,078 shares; 2025Q2: 6,530 shares; 2025Q3: 6,687 shares; 2025Q4: 5,770 shares; 2026Q1: 5,968 shares; 2026Q2: 8,410 shares; 2026Q3: 8,623 shares 8,623 $1.19M 0.01% +213 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,208 shares; 2025Q1: 5,090 shares; 2025Q2: 3,845 shares; 2025Q3: 4,071 shares; 2025Q4: 4,254 shares; 2026Q1: 4,110 shares; 2026Q2: 4,270 shares; 2026Q3: 4,085 shares 4,085 $1.16M 0.01% -185 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,907 shares; 2025Q1: 31,877 shares; 2025Q2: 30,941 shares; 2025Q3: 30,385 shares; 2025Q4: 30,377 shares; 2026Q1: 29,953 shares; 2026Q2: 27,160 shares; 2026Q3: 25,448 shares 25,448 $1.16M 0.01% -1,712 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; 2024Q4: 1,439 shares; 2025Q1: 1,873 shares; 2025Q2: 1,920 shares; 2025Q3: 2,213 shares; 2025Q4: 2,533 shares; 2026Q1: 2,570 shares; 2026Q2: 2,567 shares; 2026Q3: 4,390 shares 4,390 $1.15M 0.01% +1,823 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 2,560 shares; 2025Q3: 2,732 shares; 2025Q4: 2,723 shares; 2026Q1: 2,732 shares; 2026Q2: 2,703 shares; 2026Q3: 2,573 shares 2,573 $1.12M 0.01% -130 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,538 shares; 2025Q1: 8,876 shares; 2025Q2: 8,679 shares; 2025Q3: 11,400 shares; 2025Q4: 11,296 shares; 2026Q1: 11,314 shares; 2026Q2: 20,329 shares; 2026Q3: 20,223 shares 20,223 $1.11M 0.01% -106 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,706 shares; 2025Q1: 7,746 shares; 2025Q2: 7,771 shares; 2025Q3: 7,695 shares; 2025Q4: 7,643 shares; 2026Q1: 8,218 shares; 2026Q2: 8,177 shares; 2026Q3: 7,564 shares 7,564 $1.11M 0.01% -613 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,054 shares; 2025Q1: 26,680 shares; 2025Q2: 26,221 shares; 2025Q3: 26,773 shares; 2025Q4: 25,238 shares; 2026Q1: 25,167 shares; 2026Q2: 19,873 shares; 2026Q3: 20,454 shares 20,454 $1.1M 0.01% +581 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; 2024Q4: 26,272 shares; 2025Q1: 26,829 shares; 2025Q2: 27,095 shares; 2025Q3: 27,029 shares; 2025Q4: 27,911 shares; 2026Q1: 29,111 shares; 2026Q2: 29,285 shares; 2026Q3: 30,693 shares 30,693 $1.09M 0.01% +1,408 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares; 2025Q4: 10,303 shares; 2026Q1: 10,303 shares; 2026Q2: 10,303 shares; 2026Q3: 10,303 shares 10,303 $1.09M 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,477 shares; 2025Q1: 3,560 shares; 2025Q2: 3,705 shares; 2025Q3: 3,749 shares; 2025Q4: 3,759 shares; 2026Q1: 3,880 shares; 2026Q2: 3,912 shares; 2026Q3: 3,802 shares 3,802 $1.09M 0.01% -110 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,003 shares; 2025Q1: 6,487 shares; 2025Q2: 5,744 shares; 2025Q3: 5,960 shares; 2025Q4: 5,316 shares; 2026Q1: 4,721 shares; 2026Q2: 22,509 shares; 2026Q3: 13,881 shares 13,881 $1.08M 0.01% -8,628 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,785 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,748 shares; 2025Q4: 5,588 shares; 2026Q1: 9,701 shares; 2026Q2: 10,488 shares; 2026Q3: 12,575 shares 12,575 $1.08M 0.01% +2,087 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 978 shares; 2026Q2: 9,583 shares; 2026Q3: 9,598 shares 9,598 $1.08M 0.01% +15 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,030 shares; 2025Q1: 33,177 shares; 2025Q2: 33,591 shares; 2025Q3: 37,321 shares; 2025Q4: 35,734 shares; 2026Q1: 35,201 shares; 2026Q2: 33,219 shares; 2026Q3: 34,728 shares 34,728 $1.07M 0.01% +1,509 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,931 shares; 2025Q1: 6,348 shares; 2025Q2: 7,394 shares; 2025Q3: 7,351 shares; 2025Q4: 10,784 shares; 2026Q1: 10,385 shares; 2026Q2: 11,221 shares; 2026Q3: 25,496 shares 25,496 $1.06M 0.01% +14,275 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,319 shares; 2025Q1: 10,253 shares; 2025Q2: 10,035 shares; 2025Q3: 10,209 shares; 2025Q4: 10,909 shares; 2026Q1: 9,608 shares; 2026Q2: 9,840 shares; 2026Q3: 9,452 shares 9,452 $1.06M 0.01% -388 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,468 shares; 2026Q2: 39,890 shares; 2026Q3: 43,929 shares 43,929 $1.06M 0.01% +4,039 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 836 shares; 2025Q1: 930 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 902 shares; 2026Q2: 1,381 shares; 2026Q3: 2,067 shares 2,067 $1.05M 0.01% +686 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,688 shares; 2025Q1: 2,257 shares; 2025Q2: not reported; 2025Q3: 7,454 shares; 2025Q4: 8,125 shares; 2026Q1: 8,524 shares; 2026Q2: 13,199 shares; 2026Q3: 16,821 shares 16,821 $1.04M 0.01% +3,622 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; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 16,120 shares; 2025Q3: 16,120 shares; 2025Q4: 16,120 shares; 2026Q1: 16,120 shares; 2026Q2: 16,343 shares; 2026Q3: 16,343 shares 16,343 $1.04M 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,124 shares; 2025Q1: 5,007 shares; 2025Q2: 4,838 shares; 2025Q3: 5,044 shares; 2025Q4: 4,879 shares; 2026Q1: 4,901 shares; 2026Q2: 4,968 shares; 2026Q3: 4,910 shares 4,910 $1.04M 0.01% -58 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; 2024Q4: 4,634 shares; 2025Q1: 5,043 shares; 2025Q2: 4,935 shares; 2025Q3: 4,754 shares; 2025Q4: 4,617 shares; 2026Q1: 4,212 shares; 2026Q2: 4,257 shares; 2026Q3: 4,647 shares 4,647 $1.03M 0.01% +390 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,150 shares; 2025Q1: 13,294 shares; 2025Q2: 17,861 shares; 2025Q3: 17,863 shares; 2025Q4: 18,816 shares; 2026Q1: 21,779 shares; 2026Q2: 24,816 shares; 2026Q3: 31,554 shares 31,554 $1.03M 0.01% +6,738 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,121 shares; 2025Q1: 1,281 shares; 2025Q2: 4,493 shares; 2025Q3: 4,540 shares; 2025Q4: 5,555 shares; 2026Q1: 4,725 shares; 2026Q2: 5,074 shares; 2026Q3: 5,306 shares 5,306 $1.02M 0.01% +232 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,716 shares; 2026Q2: 23,597 shares; 2026Q3: 24,706 shares 24,706 $1.02M 0.01% +1,109 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,260 shares; 2025Q1: 5,396 shares; 2025Q2: 4,901 shares; 2025Q3: 5,282 shares; 2025Q4: 5,665 shares; 2026Q1: 6,559 shares; 2026Q2: 7,092 shares; 2026Q3: 7,872 shares 7,872 $1.02M 0.01% +780 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,665 shares; 2026Q3: 20,352 shares 20,352 $1.02M 0.01% +5,687 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,889 shares; 2026Q2: 26,364 shares; 2026Q3: 26,487 shares 26,487 $1.01M 0.01% +123 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,853 shares; 2025Q1: 6,018 shares; 2025Q2: 6,709 shares; 2025Q3: 6,933 shares; 2025Q4: 6,870 shares; 2026Q1: 8,860 shares; 2026Q2: 7,019 shares; 2026Q3: 8,658 shares 8,658 $996K 0.01% +1,639 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; 2024Q4: 7,720 shares; 2025Q1: 7,441 shares; 2025Q2: 7,081 shares; 2025Q3: 7,617 shares; 2025Q4: 11,026 shares; 2026Q1: 10,990 shares; 2026Q2: 12,703 shares; 2026Q3: 11,585 shares 11,585 $988K 0.01% -1,118 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,128 shares; 2025Q1: 12,135 shares; 2025Q2: 11,996 shares; 2025Q3: 11,972 shares; 2025Q4: 12,379 shares; 2026Q1: 12,048 shares; 2026Q2: 11,631 shares; 2026Q3: 12,176 shares 12,176 $987K 0.01% +545 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,538 shares; 2025Q1: 12,607 shares; 2025Q2: 9,878 shares; 2025Q3: 11,168 shares; 2025Q4: 10,788 shares; 2026Q1: 11,852 shares; 2026Q2: 12,166 shares; 2026Q3: 12,936 shares 12,936 $980K 0.01% +770 Timeline BDGS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,061 shares; 2026Q2: 47,324 shares; 2026Q3: 25,790 shares 25,790 $980K 0.01% -21,534 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,627 shares; 2025Q1: 13,766 shares; 2025Q2: 12,320 shares; 2025Q3: 30,169 shares; 2025Q4: 67,206 shares; 2026Q1: 126,630 shares; 2026Q2: 59,436 shares; 2026Q3: 55,457 shares 55,457 $979K 0.01% -3,979 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,161 shares; 2025Q1: 4,429 shares; 2025Q2: 4,956 shares; 2025Q3: 4,957 shares; 2025Q4: 5,816 shares; 2026Q1: 6,986 shares; 2026Q2: 6,373 shares; 2026Q3: 6,672 shares 6,672 $977K 0.01% +299 Timeline RDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,530 shares; 2026Q2: 36,421 shares; 2026Q3: 36,927 shares 36,927 $973K 0.01% +506 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; 2024Q4: 1,739 shares; 2025Q1: 1,608 shares; 2025Q2: 1,686 shares; 2025Q3: 1,813 shares; 2025Q4: 2,905 shares; 2026Q1: 2,916 shares; 2026Q2: 2,921 shares; 2026Q3: 2,166 shares 2,166 $966K 0.01% -755 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,347 shares; 2025Q1: 31,994 shares; 2025Q2: 31,466 shares; 2025Q3: 31,552 shares; 2025Q4: 33,753 shares; 2026Q1: 32,731 shares; 2026Q2: 33,356 shares; 2026Q3: 34,626 shares 34,626 $951K 0.01% +1,270 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares; 2026Q2: 2,043 shares; 2026Q3: 2,441 shares 2,441 $949K 0.01% +398 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,862 shares; 2025Q1: 6,752 shares; 2025Q2: 6,317 shares; 2025Q3: 6,256 shares; 2025Q4: 6,232 shares; 2026Q1: 6,206 shares; 2026Q2: 5,933 shares; 2026Q3: 5,853 shares 5,853 $949K 0.01% -80 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,382 shares; 2025Q1: 28,331 shares; 2025Q2: 27,932 shares; 2025Q3: 27,932 shares; 2025Q4: 27,928 shares; 2026Q1: 27,703 shares; 2026Q2: 27,687 shares; 2026Q3: 28,499 shares 28,499 $946K 0.01% +812 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,517 shares; 2026Q2: 2,395 shares; 2026Q3: 2,498 shares 2,498 $944K 0.01% +103 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,615 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,832 shares; 2025Q4: 2,817 shares; 2026Q1: 2,823 shares; 2026Q2: 2,844 shares; 2026Q3: 3,120 shares 3,120 $937K 0.01% +276 Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 12,785 shares; 2025Q4: 9,239 shares; 2026Q1: 11,194 shares; 2026Q2: 11,194 shares; 2026Q3: 11,194 shares 11,194 $936K 0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,067 shares; 2025Q1: 19,067 shares; 2025Q2: 19,067 shares; 2025Q3: 19,067 shares; 2025Q4: 19,067 shares; 2026Q1: 19,067 shares; 2026Q2: 19,067 shares; 2026Q3: 19,067 shares 19,067 $933K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 431 shares; 2025Q1: 760 shares; 2025Q2: 1,462 shares; 2025Q3: 1,449 shares; 2025Q4: 1,474 shares; 2026Q1: 1,664 shares; 2026Q2: 1,823 shares; 2026Q3: 1,781 shares 1,781 $930K 0.01% -42 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,195 shares; 2025Q1: 2,771 shares; 2025Q2: 2,643 shares; 2025Q3: 2,260 shares; 2025Q4: 2,637 shares; 2026Q1: 2,656 shares; 2026Q2: 2,260 shares; 2026Q3: 2,278 shares 2,278 $926K 0.01% +18 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,957 shares; 2025Q1: 8,789 shares; 2025Q2: 8,419 shares; 2025Q3: 9,290 shares; 2025Q4: 14,683 shares; 2026Q1: 14,741 shares; 2026Q2: 15,189 shares; 2026Q3: 16,006 shares 16,006 $924K 0.01% +817 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,454 shares; 2025Q1: 21,237 shares; 2025Q2: 21,143 shares; 2025Q3: 21,174 shares; 2025Q4: 21,454 shares; 2026Q1: 21,431 shares; 2026Q2: 22,450 shares; 2026Q3: 20,933 shares 20,933 $921K 0.01% -1,517 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,840 shares; 2025Q1: 18,585 shares; 2025Q2: 8,416 shares; 2025Q3: 8,364 shares; 2025Q4: 11,883 shares; 2026Q1: 23,916 shares; 2026Q2: 15,224 shares; 2026Q3: 30,528 shares 30,528 $916K 0.01% +15,304 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,916 shares; 2025Q1: 7,659 shares; 2025Q2: 17,163 shares; 2025Q3: 26,321 shares; 2025Q4: 27,350 shares; 2026Q1: 16,756 shares; 2026Q2: 58,559 shares; 2026Q3: 68,083 shares 68,083 $915K 0.01% +9,524 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,919 shares; 2025Q1: 6,185 shares; 2025Q2: 6,638 shares; 2025Q3: 7,226 shares; 2025Q4: 8,068 shares; 2026Q1: 7,543 shares; 2026Q2: 7,944 shares; 2026Q3: 9,359 shares 9,359 $915K 0.01% +1,415 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,737 shares; 2026Q2: 20,603 shares; 2026Q3: 17,763 shares 17,763 $909K 0.01% -2,840 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,413 shares; 2026Q3: 3,011 shares 3,011 $903K 0.01% +598 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,572 shares; 2025Q1: 11,308 shares; 2025Q2: 10,791 shares; 2025Q3: 11,114 shares; 2025Q4: 11,278 shares; 2026Q1: 9,991 shares; 2026Q2: 11,632 shares; 2026Q3: 12,124 shares 12,124 $902K 0.01% +492 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,761 shares; 2025Q1: 3,029 shares; 2025Q2: not reported; 2025Q3: 3,058 shares; 2025Q4: 2,436 shares; 2026Q1: 2,582 shares; 2026Q2: 2,358 shares; 2026Q3: 5,836 shares 5,836 $897K 0.01% +3,478 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,790 shares; 2026Q2: 49,706 shares; 2026Q3: 31,073 shares 31,073 $896K 0.01% -18,633 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,940 shares; 2025Q1: 2,995 shares; 2025Q2: 2,873 shares; 2025Q3: 2,897 shares; 2025Q4: 2,820 shares; 2026Q1: 2,970 shares; 2026Q2: 2,952 shares; 2026Q3: 2,891 shares 2,891 $893K 0.01% -61 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,878 shares; 2025Q1: 33,869 shares; 2025Q2: 33,420 shares; 2025Q3: 33,420 shares; 2025Q4: 24,391 shares; 2026Q1: 23,466 shares; 2026Q2: 22,184 shares; 2026Q3: 22,184 shares 22,184 $885K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,017 shares; 2025Q1: 1,949 shares; 2025Q2: 1,778 shares; 2025Q3: 1,800 shares; 2025Q4: 1,602 shares; 2026Q1: 1,622 shares; 2026Q2: 1,745 shares; 2026Q3: 1,857 shares 1,857 $881K 0.01% +112 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,953 shares; 2025Q1: 9,926 shares; 2025Q2: 9,928 shares; 2025Q3: 9,587 shares; 2025Q4: 9,595 shares; 2026Q1: 10,152 shares; 2026Q2: 9,675 shares; 2026Q3: 10,411 shares 10,411 $879K 0.01% +736 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,698 shares; 2026Q3: 34,428 shares 34,428 $873K 0.01% +1,730 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,056 shares; 2025Q1: 5,761 shares; 2025Q2: 5,604 shares; 2025Q3: 5,737 shares; 2025Q4: 5,556 shares; 2026Q1: 3,094 shares; 2026Q2: 1,468 shares; 2026Q3: 3,164 shares 3,164 $872K 0.01% +1,696 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,238 shares; 2026Q2: 28,938 shares; 2026Q3: 26,867 shares 26,867 $867K 0.01% -2,071 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,075 shares; 2026Q2: 5,637 shares; 2026Q3: 6,882 shares 6,882 $865K 0.01% +1,245 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,078 shares; 2025Q1: 6,082 shares; 2025Q2: 6,185 shares; 2025Q3: 6,131 shares; 2025Q4: 6,307 shares; 2026Q1: 6,236 shares; 2026Q2: 6,345 shares; 2026Q3: 6,324 shares 6,324 $864K 0.01% -21 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,650 shares; 2025Q1: 18,375 shares; 2025Q2: 9,118 shares; 2025Q3: 10,212 shares; 2025Q4: 9,536 shares; 2026Q1: 9,920 shares; 2026Q2: 11,425 shares; 2026Q3: 8,719 shares 8,719 $864K 0.01% -2,706 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,146 shares; 2026Q3: 70,202 shares 70,202 $861K 0.01% +26,056 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; 2024Q4: 2,428 shares; 2025Q1: 2,637 shares; 2025Q2: 2,496 shares; 2025Q3: 2,501 shares; 2025Q4: 2,852 shares; 2026Q1: 2,176 shares; 2026Q2: 7,733 shares; 2026Q3: 13,949 shares 13,949 $850K 0.01% +6,216 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,709 shares; 2025Q1: 32,709 shares; 2025Q2: 32,709 shares; 2025Q3: 32,709 shares; 2025Q4: 32,661 shares; 2026Q1: 32,661 shares; 2026Q2: 32,661 shares; 2026Q3: 32,752 shares 32,752 $849K 0.01% +91 Timeline QQWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,449 shares; 2026Q2: 28,664 shares; 2026Q3: 30,631 shares 30,631 $845K 0.01% +1,967 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares; 2026Q3: 10,200 shares 10,200 $838K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 2,945 shares; 2025Q3: 3,073 shares; 2025Q4: 3,077 shares; 2026Q1: 3,287 shares; 2026Q2: 3,340 shares; 2026Q3: 5,007 shares 5,007 $835K 0.01% +1,667 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,883 shares; 2025Q1: 11,783 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares; 2025Q4: 10,894 shares; 2026Q1: 10,894 shares; 2026Q2: 10,894 shares; 2026Q3: 10,894 shares 10,894 $830K 0.01% 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; 2024Q4: 2,450 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,384 shares; 2025Q4: 2,334 shares; 2026Q1: 2,306 shares; 2026Q2: 2,516 shares; 2026Q3: 2,603 shares 2,603 $823K 0.01% +87 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,116 shares; 2025Q1: 3,579 shares; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: not reported; 2026Q1: 18,622 shares; 2026Q2: 18,956 shares; 2026Q3: 22,544 shares 22,544 $822K 0.01% +3,588 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; 2024Q4: 412 shares; 2025Q1: 429 shares; 2025Q2: 356 shares; 2025Q3: 357 shares; 2025Q4: 406 shares; 2026Q1: 369 shares; 2026Q2: 870 shares; 2026Q3: 452 shares 452 $819K 0.01% -418 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,510 shares; 2025Q1: 4,859 shares; 2025Q2: 4,895 shares; 2025Q3: 4,938 shares; 2025Q4: 4,694 shares; 2026Q1: 5,217 shares; 2026Q2: 5,394 shares; 2026Q3: 5,009 shares 5,009 $817K 0.01% -385 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; 2024Q4: 9,620 shares; 2025Q1: 10,220 shares; 2025Q2: 10,358 shares; 2025Q3: 10,850 shares; 2025Q4: 10,382 shares; 2026Q1: 10,374 shares; 2026Q2: 10,914 shares; 2026Q3: 12,003 shares 12,003 $816K 0.01% +1,089 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,910 shares; 2025Q1: 20,979 shares; 2025Q2: 30,703 shares; 2025Q3: 28,023 shares; 2025Q4: 22,379 shares; 2026Q1: 14,290 shares; 2026Q2: 6,775 shares; 2026Q3: 10,287 shares 10,287 $814K 0.01% +3,512 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,382 shares; 2026Q2: 28,372 shares; 2026Q3: 30,387 shares 30,387 $812K 0.01% +2,015 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; 2024Q4: 2,380 shares; 2025Q1: 2,438 shares; 2025Q2: 2,347 shares; 2025Q3: 2,353 shares; 2025Q4: 2,408 shares; 2026Q1: 1,458 shares; 2026Q2: 3,461 shares; 2026Q3: 3,556 shares 3,556 $811K 0.01% +95 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,739 shares; 2026Q1: 33,379 shares; 2026Q2: 29,510 shares; 2026Q3: 24,918 shares 24,918 $805K 0.01% -4,592 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,016 shares; 2025Q1: 3,101 shares; 2025Q2: 2,957 shares; 2025Q3: 2,821 shares; 2025Q4: 2,925 shares; 2026Q1: 2,805 shares; 2026Q2: 2,811 shares; 2026Q3: 2,886 shares 2,886 $799K 0.01% +75 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,113 shares; 2025Q1: 11,207 shares; 2025Q2: 12,213 shares; 2025Q3: 12,347 shares; 2025Q4: 11,250 shares; 2026Q1: 11,321 shares; 2026Q2: 12,680 shares; 2026Q3: 14,355 shares 14,355 $794K 0.01% +1,675 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,996 shares; 2025Q1: 7,762 shares; 2025Q2: 11,922 shares; 2025Q3: 13,860 shares; 2025Q4: 25,509 shares; 2026Q1: 21,683 shares; 2026Q2: 18,142 shares; 2026Q3: 12,537 shares 12,537 $791K 0.01% -5,605 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,126 shares; 2025Q1: 6,847 shares; 2025Q2: 6,712 shares; 2025Q3: 6,516 shares; 2025Q4: 5,911 shares; 2026Q1: 5,319 shares; 2026Q2: 5,063 shares; 2026Q3: 4,943 shares 4,943 $785K 0.01% -120 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,041 shares; 2025Q1: 8,117 shares; 2025Q2: 7,747 shares; 2025Q3: 7,746 shares; 2025Q4: 8,503 shares; 2026Q1: 8,414 shares; 2026Q2: 10,381 shares; 2026Q3: 17,915 shares 17,915 $782K 0.01% +7,534 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,429 shares; 2025Q1: 6,429 shares; 2025Q2: 6,429 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 6,429 shares; 2026Q2: 6,429 shares; 2026Q3: 6,429 shares 6,429 $779K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,082 shares; 2025Q1: 4,368 shares; 2025Q2: 4,278 shares; 2025Q3: 4,322 shares; 2025Q4: 4,381 shares; 2026Q1: 4,126 shares; 2026Q2: 4,474 shares; 2026Q3: 3,983 shares 3,983 $777K 0.01% -491 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,857 shares; 2025Q1: 5,809 shares; 2025Q2: 5,011 shares; 2025Q3: 4,989 shares; 2025Q4: 4,990 shares; 2026Q1: 4,991 shares; 2026Q2: 4,986 shares; 2026Q3: 4,972 shares 4,972 $774K 0.01% -14 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,747 shares; 2025Q1: 12,940 shares; 2025Q2: 18,438 shares; 2025Q3: 19,316 shares; 2025Q4: 19,436 shares; 2026Q1: 20,959 shares; 2026Q2: 20,796 shares; 2026Q3: 63,414 shares 63,414 $765K 0.01% +42,618 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,739 shares; 2026Q2: 3,358 shares; 2026Q3: 3,922 shares 3,922 $764K 0.01% +564 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; 2024Q4: 5,471 shares; 2025Q1: 6,452 shares; 2025Q2: 6,305 shares; 2025Q3: 16,249 shares; 2025Q4: 16,538 shares; 2026Q1: 16,052 shares; 2026Q2: 16,167 shares; 2026Q3: 16,435 shares 16,435 $761K 0.01% +268 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,425 shares; 2025Q1: 2,312 shares; 2025Q2: 1,607 shares; 2025Q3: 1,046 shares; 2025Q4: 1,151 shares; 2026Q1: 1,052 shares; 2026Q2: 978 shares; 2026Q3: 1,117 shares 1,117 $754K 0.01% +139 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,865 shares; 2025Q1: 6,351 shares; 2025Q2: 6,301 shares; 2025Q3: 6,301 shares; 2025Q4: 6,352 shares; 2026Q1: 6,655 shares; 2026Q2: 6,856 shares; 2026Q3: 6,840 shares 6,840 $750K 0.01% -16 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,308 shares; 2026Q3: 5,768 shares 5,768 $749K 0.01% -540 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,449 shares; 2025Q1: 4,196 shares; 2025Q2: 3,905 shares; 2025Q3: 3,977 shares; 2025Q4: 4,574 shares; 2026Q1: 4,721 shares; 2026Q2: 4,923 shares; 2026Q3: 9,738 shares 9,738 $749K 0.01% +4,815 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,207 shares; 2025Q1: 22,185 shares; 2025Q2: 11,668 shares; 2025Q3: 12,409 shares; 2025Q4: 22,772 shares; 2026Q1: 33,766 shares; 2026Q2: 31,616 shares; 2026Q3: 26,049 shares 26,049 $743K 0.01% -5,567 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,356 shares; 2025Q1: 3,522 shares; 2025Q2: 3,016 shares; 2025Q3: 3,023 shares; 2025Q4: 3,355 shares; 2026Q1: 3,506 shares; 2026Q2: 3,712 shares; 2026Q3: 3,697 shares 3,697 $742K 0.01% -15 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,308 shares; 2026Q1: 1,431 shares; 2026Q2: 8,585 shares; 2026Q3: 8,665 shares 8,665 $741K 0.01% +80 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,408 shares; 2025Q1: 8,284 shares; 2025Q2: 7,937 shares; 2025Q3: 9,892 shares; 2025Q4: 10,559 shares; 2026Q1: 10,439 shares; 2026Q2: 10,529 shares; 2026Q3: 10,468 shares 10,468 $738K 0.01% -61 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,802 shares; 2025Q1: 3,047 shares; 2025Q2: 2,829 shares; 2025Q3: 3,070 shares; 2025Q4: 2,958 shares; 2026Q1: 2,914 shares; 2026Q2: 3,072 shares; 2026Q3: 3,373 shares 3,373 $734K 0.01% +301 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,339 shares; 2026Q3: 3,454 shares 3,454 $729K 0.01% -1,885 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,828 shares; 2025Q1: 12,272 shares; 2025Q2: 10,889 shares; 2025Q3: 10,713 shares; 2025Q4: 9,696 shares; 2026Q1: 9,450 shares; 2026Q2: 7,846 shares; 2026Q3: 8,093 shares 8,093 $725K 0.01% +247 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,823 shares; 2025Q1: 1,833 shares; 2025Q2: 1,665 shares; 2025Q3: 1,729 shares; 2025Q4: 1,497 shares; 2026Q1: 1,414 shares; 2026Q2: 1,428 shares; 2026Q3: 1,470 shares 1,470 $724K 0.01% +42 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,278 shares; 2025Q1: 4,327 shares; 2025Q2: 5,305 shares; 2025Q3: 3,908 shares; 2025Q4: 4,517 shares; 2026Q1: 4,542 shares; 2026Q2: 4,153 shares; 2026Q3: 4,046 shares 4,046 $723K 0.01% -107 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,053 shares; 2025Q1: 2,296 shares; 2025Q2: 2,347 shares; 2025Q3: 2,377 shares; 2025Q4: 2,677 shares; 2026Q1: 2,800 shares; 2026Q2: 2,864 shares; 2026Q3: 3,139 shares 3,139 $723K 0.01% +275 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,390 shares; 2025Q1: 1,530 shares; 2025Q2: 1,980 shares; 2025Q3: 1,971 shares; 2025Q4: 1,986 shares; 2026Q1: 1,790 shares; 2026Q2: 1,836 shares; 2026Q3: 1,932 shares 1,932 $721K 0.01% +96 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,065 shares; 2026Q3: 4,744 shares 4,744 $716K 0.01% +679 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256 shares; 2025Q1: 241 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: not reported; 2026Q1: 2,387 shares; 2026Q2: 2,562 shares; 2026Q3: 2,638 shares 2,638 $712K 0.01% +76 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,642 shares; 2025Q1: 5,079 shares; 2025Q2: 5,095 shares; 2025Q3: 5,253 shares; 2025Q4: 4,595 shares; 2026Q1: 4,649 shares; 2026Q2: 4,507 shares; 2026Q3: 4,591 shares 4,591 $712K 0.01% +84 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; 2024Q4: 3,479 shares; 2025Q1: 4,082 shares; 2025Q2: 3,767 shares; 2025Q3: 3,743 shares; 2025Q4: 3,670 shares; 2026Q1: 3,885 shares; 2026Q2: 3,899 shares; 2026Q3: 4,054 shares 4,054 $712K 0.01% +155 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,842 shares; 2025Q1: 2,063 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,084 shares; 2026Q1: 2,084 shares; 2026Q2: 2,686 shares; 2026Q3: 3,380 shares 3,380 $708K 0.01% +694 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,527 shares; 2025Q1: 2,736 shares; 2025Q2: 2,613 shares; 2025Q3: 2,686 shares; 2025Q4: 3,151 shares; 2026Q1: 2,731 shares; 2026Q2: 2,766 shares; 2026Q3: 2,649 shares 2,649 $704K 0.01% -117 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; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares; 2026Q3: 2,175 shares 2,175 $697K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,702 shares; 2025Q1: 2,146 shares; 2025Q2: 1,632 shares; 2025Q3: 1,689 shares; 2025Q4: 1,442 shares; 2026Q1: 1,619 shares; 2026Q2: 1,692 shares; 2026Q3: 1,750 shares 1,750 $694K 0.01% +58 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,426 shares; 2025Q1: 10,235 shares; 2025Q2: 9,912 shares; 2025Q3: 10,638 shares; 2025Q4: 12,091 shares; 2026Q1: 4,583 shares; 2026Q2: 4,428 shares; 2026Q3: 3,023 shares 3,023 $694K 0.01% -1,405 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,594 shares; 2025Q1: 8,323 shares; 2025Q2: 9,041 shares; 2025Q3: 9,883 shares; 2025Q4: 5,242 shares; 2026Q1: 5,433 shares; 2026Q2: 5,410 shares; 2026Q3: 5,848 shares 5,848 $694K 0.01% +438 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,355 shares; 2025Q1: 6,888 shares; 2025Q2: 6,704 shares; 2025Q3: 6,560 shares; 2025Q4: 6,542 shares; 2026Q1: 8,603 shares; 2026Q2: 8,638 shares; 2026Q3: 8,997 shares 8,997 $693K 0.01% +359 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,064 shares; 2025Q1: 25,594 shares; 2025Q2: 17,730 shares; 2025Q3: 15,431 shares; 2025Q4: 15,192 shares; 2026Q1: 15,404 shares; 2026Q2: 15,383 shares; 2026Q3: 14,830 shares 14,830 $692K 0.01% -553 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; 2024Q4: 22,145 shares; 2025Q1: 22,145 shares; 2025Q2: 22,145 shares; 2025Q3: 22,145 shares; 2025Q4: 22,301 shares; 2026Q1: 21,671 shares; 2026Q2: 21,744 shares; 2026Q3: 24,790 shares 24,790 $691K 0.01% +3,046 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,024 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,080 shares; 2026Q1: 7,150 shares; 2026Q2: 7,150 shares; 2026Q3: 7,080 shares 7,080 $690K 0.01% -70 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,844 shares; 2025Q1: 8,030 shares; 2025Q2: 7,269 shares; 2025Q3: 7,183 shares; 2025Q4: 7,197 shares; 2026Q1: 6,737 shares; 2026Q2: 7,034 shares; 2026Q3: 7,319 shares 7,319 $689K 0.01% +285 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,600 shares; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 24,600 shares; 2025Q4: 24,600 shares; 2026Q1: 23,402 shares; 2026Q2: 22,692 shares; 2026Q3: 22,332 shares 22,332 $684K 0.01% -360 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,414 shares; 2025Q4: 40,338 shares; 2026Q1: 26,924 shares; 2026Q2: 26,924 shares; 2026Q3: 26,924 shares 26,924 $683K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,837 shares; 2025Q1: 5,837 shares; 2025Q2: 5,837 shares; 2025Q3: 5,837 shares; 2025Q4: 5,837 shares; 2026Q1: 5,837 shares; 2026Q2: 5,837 shares; 2026Q3: 5,837 shares 5,837 $683K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,769 shares; 2025Q1: 7,745 shares; 2025Q2: 8,643 shares; 2025Q3: 8,719 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares; 2026Q2: 7,780 shares; 2026Q3: 8,302 shares 8,302 $682K 0.01% +522 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,026 shares; 2025Q1: 2,752 shares; 2025Q2: 2,347 shares; 2025Q3: 2,566 shares; 2025Q4: 2,485 shares; 2026Q1: 2,452 shares; 2026Q2: 2,517 shares; 2026Q3: 2,522 shares 2,522 $682K 0.01% +5 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,124 shares; 2025Q1: 24,137 shares; 2025Q2: 22,387 shares; 2025Q3: 21,879 shares; 2025Q4: 22,305 shares; 2026Q1: 20,520 shares; 2026Q2: 19,459 shares; 2026Q3: 17,899 shares 17,899 $678K 0.01% -1,560 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,631 shares; 2025Q1: 4,781 shares; 2025Q2: not reported; 2025Q3: 6,507 shares; 2025Q4: not reported; 2026Q1: 5,822 shares; 2026Q2: 13,869 shares; 2026Q3: 14,726 shares 14,726 $678K 0.01% +857 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,296 shares; 2025Q1: 4,549 shares; 2025Q2: 4,505 shares; 2025Q3: 4,973 shares; 2025Q4: 5,381 shares; 2026Q1: 1,537 shares; 2026Q2: 1,512 shares; 2026Q3: 1,325 shares 1,325 $675K 0.01% -187 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,101 shares; 2025Q1: 3,905 shares; 2025Q2: 4,241 shares; 2025Q3: 4,380 shares; 2025Q4: 5,865 shares; 2026Q1: 5,798 shares; 2026Q2: 5,884 shares; 2026Q3: 7,326 shares 7,326 $674K 0.01% +1,442 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,010 shares; 2025Q1: 6,909 shares; 2025Q2: 9,995 shares; 2025Q3: 10,472 shares; 2025Q4: 10,992 shares; 2026Q1: 11,086 shares; 2026Q2: 10,707 shares; 2026Q3: 9,789 shares 9,789 $671K 0.01% -918 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,344 shares; 2025Q1: 1,463 shares; 2025Q2: 1,333 shares; 2025Q3: 1,382 shares; 2025Q4: 1,621 shares; 2026Q1: 1,680 shares; 2026Q2: 1,634 shares; 2026Q3: 1,831 shares 1,831 $667K 0.01% +197 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 907 shares; 2025Q1: 1,090 shares; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 714 shares; 2026Q1: 581 shares; 2026Q2: 791 shares; 2026Q3: 870 shares 870 $660K 0.01% +79 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 12,435 shares; 2025Q3: 12,435 shares; 2025Q4: 12,435 shares; 2026Q1: 12,435 shares; 2026Q2: 19,408 shares; 2026Q3: 12,555 shares 12,555 $657K 0.01% -6,853 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,130 shares; 2025Q1: 8,294 shares; 2025Q2: 7,891 shares; 2025Q3: 7,910 shares; 2025Q4: 7,866 shares; 2026Q1: 12,533 shares; 2026Q2: 12,191 shares; 2026Q3: 12,053 shares 12,053 $654K 0.01% -138 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,834 shares; 2025Q1: 3,426 shares; 2025Q2: 3,532 shares; 2025Q3: 3,574 shares; 2025Q4: 3,557 shares; 2026Q1: 3,582 shares; 2026Q2: 3,637 shares; 2026Q3: 3,860 shares 3,860 $654K 0.01% +223 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,066 shares; 2025Q1: 3,168 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares; 2026Q2: 2,922 shares; 2026Q3: 2,929 shares 2,929 $652K 0.01% +7 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,182 shares; 2025Q1: 1,446 shares; 2025Q2: 1,644 shares; 2025Q3: 1,726 shares; 2025Q4: 1,913 shares; 2026Q1: 1,898 shares; 2026Q2: 1,836 shares; 2026Q3: 1,832 shares 1,832 $650K 0.01% -4 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; 2024Q4: 84 shares; 2025Q1: 1,464 shares; 2025Q2: 3,225 shares; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 4,056 shares; 2026Q2: 4,582 shares; 2026Q3: 8,785 shares 8,785 $650K 0.01% +4,203 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,319 shares; 2025Q1: 2,496 shares; 2025Q2: 4,213 shares; 2025Q3: 6,539 shares; 2025Q4: 6,476 shares; 2026Q1: 7,059 shares; 2026Q2: 7,042 shares; 2026Q3: 6,985 shares 6,985 $650K 0.01% -57 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; 2024Q4: 1,915 shares; 2025Q1: 1,979 shares; 2025Q2: 2,024 shares; 2025Q3: 2,088 shares; 2025Q4: 2,118 shares; 2026Q1: 1,889 shares; 2026Q2: 1,910 shares; 2026Q3: 1,984 shares 1,984 $641K 0.01% +74 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 932 shares; 2025Q1: 1,089 shares; 2025Q2: 941 shares; 2025Q3: 966 shares; 2025Q4: 1,088 shares; 2026Q1: 1,143 shares; 2026Q2: 1,254 shares; 2026Q3: 1,417 shares 1,417 $640K 0.01% +163 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,315 shares; 2025Q1: 1,125 shares; 2025Q2: 1,186 shares; 2025Q3: 1,163 shares; 2025Q4: 2,144 shares; 2026Q1: 2,147 shares; 2026Q2: 2,157 shares; 2026Q3: 2,228 shares 2,228 $639K 0.01% +71 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,932 shares; 2025Q1: 5,288 shares; 2025Q2: 4,274 shares; 2025Q3: 3,352 shares; 2025Q4: 6,984 shares; 2026Q1: 9,230 shares; 2026Q2: 10,230 shares; 2026Q3: 10,387 shares 10,387 $639K 0.01% +157 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,170 shares; 2025Q1: 54,074 shares; 2025Q2: 51,588 shares; 2025Q3: 47,613 shares; 2025Q4: 43,661 shares; 2026Q1: 1,800 shares; 2026Q2: 1,905 shares; 2026Q3: 1,896 shares 1,896 $629K 0.01% -9 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,793 shares; 2026Q2: 14,095 shares; 2026Q3: 13,883 shares 13,883 $621K 0.01% -212 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,819 shares; 2025Q1: 7,101 shares; 2025Q2: 12,227 shares; 2025Q3: 11,525 shares; 2025Q4: 11,415 shares; 2026Q1: 12,286 shares; 2026Q2: 10,723 shares; 2026Q3: 10,160 shares 10,160 $621K 0.01% -563 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 849 shares; 2025Q1: 842 shares; 2025Q2: 929 shares; 2025Q3: 1,555 shares; 2025Q4: 1,107 shares; 2026Q1: 1,274 shares; 2026Q2: 5,870 shares; 2026Q3: 2,284 shares 2,284 $621K 0.01% -3,586 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,810 shares; 2026Q2: 16,115 shares; 2026Q3: 16,115 shares 16,115 $618K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,173 shares; 2025Q1: 16,069 shares; 2025Q2: 14,791 shares; 2025Q3: 14,749 shares; 2025Q4: 14,729 shares; 2026Q1: 14,497 shares; 2026Q2: 14,868 shares; 2026Q3: 14,720 shares 14,720 $612K 0.01% -148 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,576 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: 5,173 shares; 2025Q4: 5,678 shares; 2026Q1: 11,075 shares; 2026Q2: 11,497 shares; 2026Q3: 12,066 shares 12,066 $610K 0.01% +569 Timeline