NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795,452 shares; 2024Q4: 807,631 shares; 2025Q1: 812,640 shares; 2025Q2: 770,140 shares; 2025Q3: 759,603 shares; 2025Q4: 802,078 shares; 2026Q1: 786,947 shares; 2026Q2: 728,772 shares 728,772 $146M 4.52% -58,175 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,951 shares; 2024Q4: 158,743 shares; 2025Q1: 158,298 shares; 2025Q2: 162,073 shares; 2025Q3: 163,944 shares; 2025Q4: 162,458 shares; 2026Q1: 167,058 shares; 2026Q2: 170,017 shares 170,017 $125M 3.88% +2,959 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,097 shares; 2024Q4: 358,302 shares; 2025Q1: 391,532 shares; 2025Q2: 391,878 shares; 2025Q3: 401,795 shares; 2025Q4: 428,805 shares; 2026Q1: 422,545 shares; 2026Q2: 424,395 shares 424,395 $123M 3.81% +1,850 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708,291 shares; 2024Q4: 719,186 shares; 2025Q1: 716,768 shares; 2025Q2: 717,940 shares; 2025Q3: 686,920 shares; 2025Q4: 676,521 shares; 2026Q1: 684,549 shares; 2026Q2: 645,636 shares 645,636 $88.3M 2.74% -38,913 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,705 shares; 2024Q4: 320,866 shares; 2025Q1: 325,661 shares; 2025Q2: 324,154 shares; 2025Q3: 332,479 shares; 2025Q4: 383,810 shares; 2026Q1: 366,672 shares; 2026Q2: 352,472 shares 352,472 $84M 2.6% -14,200 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,019 shares; 2024Q4: 93,478 shares; 2025Q1: 94,910 shares; 2025Q2: 91,913 shares; 2025Q3: 92,091 shares; 2025Q4: 95,187 shares; 2026Q1: 100,803 shares; 2026Q2: 102,346 shares 102,346 $76.4M 2.37% +1,543 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,319 shares; 2024Q4: 145,591 shares; 2025Q1: 148,860 shares; 2025Q2: 153,260 shares; 2025Q3: 157,592 shares; 2025Q4: 211,436 shares; 2026Q1: 200,519 shares; 2026Q2: 194,206 shares 194,206 $69.4M 2.15% -6,313 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,560 shares; 2024Q4: 193,906 shares; 2025Q1: 193,804 shares; 2025Q2: 194,390 shares; 2025Q3: 195,698 shares; 2025Q4: 196,938 shares; 2026Q1: 193,088 shares; 2026Q2: 195,616 shares 195,616 $64M 1.98% +2,528 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,052 shares; 2024Q4: 173,763 shares; 2025Q1: 161,314 shares; 2025Q2: 161,184 shares; 2025Q3: 164,157 shares; 2025Q4: 170,948 shares; 2026Q1: 169,280 shares; 2026Q2: 166,473 shares 166,473 $62.1M 1.93% -2,807 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,040 shares; 2024Q4: 4,245 shares; 2025Q1: 4,696 shares; 2025Q2: 2,527 shares; 2025Q3: 4,161 shares; 2025Q4: 6,797 shares; 2026Q1: 48,008 shares; 2026Q2: 46,508 shares 46,508 $53.7M 1.66% -1,500 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,335 shares; 2024Q4: 72,613 shares; 2025Q1: 76,426 shares; 2025Q2: 112,054 shares; 2025Q3: 125,543 shares; 2025Q4: 132,630 shares; 2026Q1: 132,838 shares; 2026Q2: 136,509 shares 136,509 $51.6M 1.6% +3,671 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,148 shares; 2024Q4: 93,684 shares; 2025Q1: 92,614 shares; 2025Q2: 89,832 shares; 2025Q3: 28,163 shares; 2025Q4: 62,803 shares; 2026Q1: 79,803 shares; 2026Q2: 77,535 shares 77,535 $45M 1.4% -2,268 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,813 shares; 2024Q4: 25,857 shares; 2025Q1: 25,416 shares; 2025Q2: 27,033 shares; 2025Q3: 51,568 shares; 2025Q4: 65,974 shares; 2026Q1: 81,620 shares; 2026Q2: 87,014 shares 87,014 $41.6M 1.29% +5,394 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,058 shares; 2024Q4: 72,521 shares; 2025Q1: 73,476 shares; 2025Q2: 73,247 shares; 2025Q3: 69,366 shares; 2025Q4: 71,745 shares; 2026Q1: 76,222 shares; 2026Q2: 74,514 shares 74,514 $37.3M 1.16% -1,708 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,697 shares; 2024Q4: 37,398 shares; 2025Q1: 38,972 shares; 2025Q2: 41,388 shares; 2025Q3: 37,963 shares; 2025Q4: 36,278 shares; 2026Q1: 32,776 shares; 2026Q2: 33,139 shares 33,139 $35.3M 1.09% +363 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,585 shares; 2024Q4: 56,043 shares; 2025Q1: 57,990 shares; 2025Q2: 59,564 shares; 2025Q3: 69,112 shares; 2025Q4: 66,450 shares; 2026Q1: 65,289 shares; 2026Q2: 399,284 shares 399,284 $35.2M 1.09% +333,995 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 14,203 shares; 2025Q2: 43,073 shares; 2025Q3: 243,512 shares; 2025Q4: 246,665 shares; 2026Q1: 246,978 shares; 2026Q2: 213,710 shares 213,710 $34.5M 1.07% -33,268 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,550 shares; 2024Q4: 93,466 shares; 2025Q1: 96,835 shares; 2025Q2: 98,875 shares; 2025Q3: 102,814 shares; 2025Q4: 100,616 shares; 2026Q1: 96,544 shares; 2026Q2: 96,830 shares 96,830 $34.2M 1.06% +286 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,221 shares; 2024Q4: 51,612 shares; 2025Q1: 48,346 shares; 2025Q2: 46,978 shares; 2025Q3: 46,168 shares; 2025Q4: 45,626 shares; 2026Q1: 45,451 shares; 2026Q2: 45,063 shares 45,063 $33.7M 1.04% -388 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,895 shares; 2024Q4: 30,966 shares; 2025Q1: 32,520 shares; 2025Q2: 34,632 shares; 2025Q3: 31,468 shares; 2025Q4: 62,772 shares; 2026Q1: 65,645 shares; 2026Q2: 57,460 shares 57,460 $32.4M 1% -8,185 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,236 shares; 2024Q4: 112,571 shares; 2025Q1: 117,064 shares; 2025Q2: 120,783 shares; 2025Q3: 126,131 shares; 2025Q4: 129,464 shares; 2026Q1: 132,533 shares; 2026Q2: 140,666 shares 140,666 $30.6M 0.95% +8,133 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,600 shares; 2024Q4: 33,765 shares; 2025Q1: 33,676 shares; 2025Q2: 63,163 shares; 2025Q3: 62,233 shares; 2025Q4: 72,015 shares; 2026Q1: 71,195 shares; 2026Q2: 71,678 shares 71,678 $30.1M 0.93% +483 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,476 shares; 2024Q4: 967,141 shares; 2025Q1: 896,325 shares; 2025Q2: 853,924 shares; 2025Q3: 827,665 shares; 2025Q4: 854,002 shares; 2026Q1: 876,273 shares; 2026Q2: 889,403 shares 889,403 $30.1M 0.93% +13,130 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,204 shares; 2024Q4: 96,204 shares; 2025Q1: 106,543 shares; 2025Q2: 137,086 shares; 2025Q3: 137,087 shares; 2025Q4: 129,211 shares; 2026Q1: 138,276 shares; 2026Q2: 183,574 shares 183,574 $26.8M 0.83% +45,298 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832,218 shares; 2026Q1: 855,270 shares; 2026Q2: 923,625 shares 923,625 $23.8M 0.74% +68,355 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,416 shares; 2024Q4: 46,584 shares; 2025Q1: 48,680 shares; 2025Q2: 47,215 shares; 2025Q3: 63,697 shares; 2025Q4: 72,710 shares; 2026Q1: 85,389 shares; 2026Q2: 60,480 shares 60,480 $22.3M 0.69% -24,909 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,544 shares; 2024Q4: 29,212 shares; 2025Q1: 28,406 shares; 2025Q2: 29,710 shares; 2025Q3: 28,790 shares; 2025Q4: 29,791 shares; 2026Q1: 32,764 shares; 2026Q2: 32,325 shares 32,325 $22.2M 0.69% -439 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,292 shares; 2024Q4: 358,846 shares; 2025Q1: 436,992 shares; 2025Q2: 461,911 shares; 2025Q3: 485,794 shares; 2025Q4: 272,061 shares; 2026Q1: 277,700 shares; 2026Q2: 291,941 shares 291,941 $21.4M 0.66% +14,241 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,887 shares; 2024Q4: 34,478 shares; 2025Q1: 41,767 shares; 2025Q2: 46,769 shares; 2025Q3: 52,161 shares; 2025Q4: 54,563 shares; 2026Q1: 55,047 shares; 2026Q2: 56,076 shares 56,076 $20.8M 0.64% +1,029 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,878 shares; 2024Q4: 72,289 shares; 2025Q1: 77,819 shares; 2025Q2: 76,766 shares; 2025Q3: 75,648 shares; 2025Q4: 75,198 shares; 2026Q1: 76,404 shares; 2026Q2: 77,358 shares 77,358 $19.5M 0.6% +954 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,233 shares; 2024Q4: 54,330 shares; 2025Q1: 58,117 shares; 2025Q2: 67,089 shares; 2025Q3: 70,654 shares; 2025Q4: 73,777 shares; 2026Q1: 75,953 shares; 2026Q2: 77,936 shares 77,936 $18.9M 0.59% +1,983 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,039 shares; 2024Q4: 9,457 shares; 2025Q1: 9,773 shares; 2025Q2: 10,098 shares; 2025Q3: 11,133 shares; 2025Q4: 13,818 shares; 2026Q1: 13,836 shares; 2026Q2: 15,030 shares 15,030 $18M 0.56% +1,194 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,449 shares; 2024Q4: 151,229 shares; 2025Q1: 160,074 shares; 2025Q2: 147,792 shares; 2025Q3: 153,872 shares; 2025Q4: 165,062 shares; 2026Q1: 173,985 shares; 2026Q2: 157,755 shares 157,755 $17.9M 0.55% -16,230 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,713 shares; 2024Q4: 33,383 shares; 2025Q1: 33,503 shares; 2025Q2: 33,245 shares; 2025Q3: 32,268 shares; 2025Q4: 30,096 shares; 2026Q1: 28,733 shares; 2026Q2: 26,698 shares 26,698 $17.1M 0.53% -2,035 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,889 shares; 2024Q4: 18,767 shares; 2025Q1: 18,063 shares; 2025Q2: 18,501 shares; 2025Q3: 18,268 shares; 2025Q4: 18,410 shares; 2026Q1: 18,063 shares; 2026Q2: 18,177 shares 18,177 $17M 0.53% +114 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,219 shares; 2024Q4: 35,779 shares; 2025Q1: 47,462 shares; 2025Q2: 100,585 shares; 2025Q3: 128,703 shares; 2025Q4: 135,886 shares; 2026Q1: 148,237 shares; 2026Q2: 172,923 shares 172,923 $16.7M 0.52% +24,686 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,352 shares; 2024Q4: 589,383 shares; 2025Q1: 562,983 shares; 2025Q2: 558,332 shares; 2025Q3: 562,327 shares; 2025Q4: 576,948 shares; 2026Q1: 587,923 shares; 2026Q2: 592,590 shares 592,590 $16.4M 0.51% +4,667 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,971 shares; 2024Q4: 203,885 shares; 2025Q1: 201,708 shares; 2025Q2: 209,359 shares; 2025Q3: 209,407 shares; 2025Q4: 211,713 shares; 2026Q1: 212,780 shares; 2026Q2: 206,803 shares 206,803 $15.9M 0.49% -5,977 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,892 shares; 2024Q4: 252,256 shares; 2025Q1: 253,685 shares; 2025Q2: 251,319 shares; 2025Q3: 254,451 shares; 2025Q4: 253,390 shares; 2026Q1: 255,324 shares; 2026Q2: 255,696 shares 255,696 $15.5M 0.48% +372 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,026 shares; 2024Q4: 74,254 shares; 2025Q1: 100,191 shares; 2025Q2: 105,504 shares; 2025Q3: 110,666 shares; 2025Q4: 187,100 shares; 2026Q1: 180,158 shares; 2026Q2: 174,804 shares 174,804 $15.4M 0.48% -5,354 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,936 shares; 2024Q4: 54,937 shares; 2025Q1: 54,068 shares; 2025Q2: 51,674 shares; 2025Q3: 52,074 shares; 2025Q4: 52,635 shares; 2026Q1: 53,785 shares; 2026Q2: 54,546 shares 54,546 $15.3M 0.48% +761 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,238 shares; 2024Q4: 185,834 shares; 2025Q1: 187,396 shares; 2025Q2: 188,978 shares; 2025Q3: 188,840 shares; 2025Q4: 188,793 shares; 2026Q1: 193,078 shares; 2026Q2: 195,870 shares 195,870 $14.8M 0.46% +2,792 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324,404 shares; 2024Q4: 354,095 shares; 2025Q1: 370,469 shares; 2025Q2: 367,042 shares; 2025Q3: 375,508 shares; 2025Q4: 384,142 shares; 2026Q1: 392,738 shares; 2026Q2: 403,016 shares 403,016 $14.7M 0.46% +10,278 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,081 shares; 2024Q4: 516,820 shares; 2025Q1: 516,213 shares; 2025Q2: 483,046 shares; 2025Q3: 485,586 shares; 2025Q4: 467,241 shares; 2026Q1: 470,835 shares; 2026Q2: 471,477 shares 471,477 $13.7M 0.42% +642 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,560 shares; 2024Q4: 42,741 shares; 2025Q1: 43,399 shares; 2025Q2: 43,575 shares; 2025Q3: 53,336 shares; 2025Q4: 52,902 shares; 2026Q1: 56,350 shares; 2026Q2: 53,587 shares 53,587 $13.6M 0.42% -2,763 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,984 shares; 2024Q4: 34,010 shares; 2025Q1: 34,499 shares; 2025Q2: 35,400 shares; 2025Q3: 36,075 shares; 2025Q4: 36,716 shares; 2026Q1: 34,981 shares; 2026Q2: 38,157 shares 38,157 $13.5M 0.42% +3,176 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,567 shares; 2024Q4: 106,237 shares; 2025Q1: 105,574 shares; 2025Q2: 110,849 shares; 2025Q3: 129,466 shares; 2025Q4: 164,108 shares; 2026Q1: 147,335 shares; 2026Q2: 142,592 shares 142,592 $13.4M 0.41% -4,743 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,594 shares; 2025Q4: 136,569 shares; 2026Q1: 162,458 shares; 2026Q2: 220,360 shares 220,360 $13.3M 0.41% +57,902 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,536 shares; 2024Q4: 30,552 shares; 2025Q1: 31,734 shares; 2025Q2: 32,588 shares; 2025Q3: 32,973 shares; 2025Q4: 35,485 shares; 2026Q1: 38,597 shares; 2026Q2: 37,279 shares 37,279 $12.7M 0.39% -1,318 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,047 shares; 2024Q4: 72,545 shares; 2025Q1: 76,955 shares; 2025Q2: 78,344 shares; 2025Q3: 78,813 shares; 2025Q4: 77,698 shares; 2026Q1: 77,691 shares; 2026Q2: 75,174 shares 75,174 $12.5M 0.39% -2,517 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 821 shares; 2025Q1: 991 shares; 2025Q2: 1,089 shares; 2025Q3: 2,660 shares; 2025Q4: 4,949 shares; 2026Q1: 6,227 shares; 2026Q2: 6,244 shares 6,244 $12.4M 0.39% +17 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,508 shares; 2024Q4: 143,210 shares; 2025Q1: 144,054 shares; 2025Q2: 144,554 shares; 2025Q3: 149,854 shares; 2025Q4: 150,004 shares; 2026Q1: 150,004 shares; 2026Q2: 160,054 shares 160,054 $12.2M 0.38% +10,050 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,786 shares; 2025Q3: 278,581 shares; 2025Q4: 289,957 shares; 2026Q1: 250,494 shares; 2026Q2: 246,844 shares 246,844 $12.1M 0.37% -3,650 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,964 shares; 2025Q1: not reported; 2025Q2: 99,684 shares; 2025Q3: 27,922 shares; 2025Q4: 31,239 shares; 2026Q1: 33,778 shares; 2026Q2: 40,046 shares 40,046 $11.9M 0.37% +6,268 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,788 shares; 2024Q4: 20,883 shares; 2025Q1: 20,850 shares; 2025Q2: 20,962 shares; 2025Q3: 20,235 shares; 2025Q4: 26,608 shares; 2026Q1: 105,634 shares; 2026Q2: 107,200 shares 107,200 $11.8M 0.37% +1,566 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,715 shares; 2024Q4: 21,100 shares; 2025Q1: 22,913 shares; 2025Q2: 77,423 shares; 2025Q3: 122,507 shares; 2025Q4: 134,257 shares; 2026Q1: 130,559 shares; 2026Q2: 96,261 shares 96,261 $11.2M 0.35% -34,298 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,355 shares; 2025Q4: 6,106 shares; 2026Q1: 131,365 shares; 2026Q2: 136,876 shares 136,876 $11.1M 0.34% +5,511 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,685 shares; 2024Q4: 191,273 shares; 2025Q1: 192,590 shares; 2025Q2: 191,899 shares; 2025Q3: 191,002 shares; 2025Q4: 181,558 shares; 2026Q1: 205,248 shares; 2026Q2: 200,770 shares 200,770 $10.7M 0.33% -4,478 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,005 shares; 2024Q4: 58,722 shares; 2025Q1: 60,756 shares; 2025Q2: 59,057 shares; 2025Q3: 56,472 shares; 2025Q4: 55,696 shares; 2026Q1: 54,674 shares; 2026Q2: 54,160 shares 54,160 $10.3M 0.32% -514 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,601 shares; 2024Q4: 78,350 shares; 2025Q1: 70,393 shares; 2025Q2: 71,274 shares; 2025Q3: 73,486 shares; 2025Q4: 72,747 shares; 2026Q1: 71,654 shares; 2026Q2: 79,604 shares 79,604 $10.2M 0.32% +7,950 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,940 shares; 2024Q4: 13,263 shares; 2025Q1: 13,400 shares; 2025Q2: 16,013 shares; 2025Q3: 13,632 shares; 2025Q4: 16,180 shares; 2026Q1: 13,674 shares; 2026Q2: 13,253 shares 13,253 $10.1M 0.31% -421 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,677 shares; 2024Q4: 21,863 shares; 2025Q1: 25,602 shares; 2025Q2: 25,918 shares; 2025Q3: 27,791 shares; 2025Q4: 30,762 shares; 2026Q1: 29,937 shares; 2026Q2: 28,615 shares 28,615 $9.82M 0.3% -1,322 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,008 shares; 2024Q4: 16,921 shares; 2025Q1: 20,070 shares; 2025Q2: 23,373 shares; 2025Q3: 24,584 shares; 2025Q4: 25,217 shares; 2026Q1: 24,384 shares; 2026Q2: 26,159 shares 26,159 $9.78M 0.3% +1,775 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,354 shares; 2024Q4: 168,523 shares; 2025Q1: 168,744 shares; 2025Q2: 136,155 shares; 2025Q3: 133,899 shares; 2025Q4: 132,723 shares; 2026Q1: 132,055 shares; 2026Q2: 129,245 shares 129,245 $9.75M 0.3% -2,810 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,893 shares; 2026Q1: 195,869 shares; 2026Q2: 199,084 shares 199,084 $9.69M 0.3% +3,215 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,488 shares; 2024Q4: 27,428 shares; 2025Q1: 32,419 shares; 2025Q2: 32,559 shares; 2025Q3: 33,338 shares; 2025Q4: 34,013 shares; 2026Q1: 33,870 shares; 2026Q2: 24,114 shares 24,114 $9.59M 0.3% -9,756 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,442 shares; 2024Q4: 62,938 shares; 2025Q1: 64,220 shares; 2025Q2: 64,220 shares; 2025Q3: 64,220 shares; 2025Q4: 64,220 shares; 2026Q1: 64,135 shares; 2026Q2: 58,381 shares 58,381 $9.55M 0.3% -5,754 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,283 shares; 2024Q4: 65,127 shares; 2025Q1: 65,634 shares; 2025Q2: 63,937 shares; 2025Q3: 63,165 shares; 2025Q4: 94,548 shares; 2026Q1: 82,676 shares; 2026Q2: 80,247 shares 80,247 $9.55M 0.3% -2,429 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,150 shares; 2024Q4: 28,268 shares; 2025Q1: 27,694 shares; 2025Q2: 27,031 shares; 2025Q3: 27,039 shares; 2025Q4: 28,589 shares; 2026Q1: 54,541 shares; 2026Q2: 59,932 shares 59,932 $9.51M 0.29% +5,391 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,161 shares; 2024Q4: 9,214 shares; 2025Q1: 9,133 shares; 2025Q2: 8,889 shares; 2025Q3: 8,932 shares; 2025Q4: 9,578 shares; 2026Q1: 9,456 shares; 2026Q2: 30,990 shares 30,990 $9.35M 0.29% +21,534 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,543 shares; 2025Q4: 7,397 shares; 2026Q1: 28,920 shares; 2026Q2: 30,723 shares 30,723 $9.3M 0.29% +1,803 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,806 shares; 2025Q1: 5,568 shares; 2025Q2: not reported; 2025Q3: 16,648 shares; 2025Q4: 16,417 shares; 2026Q1: not reported; 2026Q2: 52,993 shares 52,993 $9.02M 0.28% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,133 shares; 2024Q4: 254,010 shares; 2025Q1: 250,409 shares; 2025Q2: 244,765 shares; 2025Q3: 238,525 shares; 2025Q4: 241,069 shares; 2026Q1: 240,950 shares; 2026Q2: 244,499 shares 244,499 $9.01M 0.28% +3,549 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,127 shares; 2024Q4: 3,491 shares; 2025Q1: 3,685 shares; 2025Q2: 4,820 shares; 2025Q3: 6,703 shares; 2025Q4: 6,901 shares; 2026Q1: 7,094 shares; 2026Q2: 7,437 shares 7,437 $8.74M 0.27% +343 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,602 shares; 2025Q1: 9,732 shares; 2025Q2: 10,859 shares; 2025Q3: 12,410 shares; 2025Q4: 16,061 shares; 2026Q1: 16,355 shares; 2026Q2: 20,080 shares 20,080 $8.7M 0.27% +3,725 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,187 shares; 2024Q4: 11,698 shares; 2025Q1: 11,457 shares; 2025Q2: 11,983 shares; 2025Q3: 12,707 shares; 2025Q4: 12,851 shares; 2026Q1: 14,602 shares; 2026Q2: 62,178 shares 62,178 $8.6M 0.27% +47,576 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,567 shares; 2024Q4: 383,958 shares; 2025Q1: 277,791 shares; 2025Q2: 248,163 shares; 2025Q3: 234,137 shares; 2025Q4: 232,178 shares; 2026Q1: 233,327 shares; 2026Q2: 234,510 shares 234,510 $8.47M 0.26% +1,183 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,843 shares; 2024Q4: 71,580 shares; 2025Q1: 72,671 shares; 2025Q2: 72,887 shares; 2025Q3: 76,111 shares; 2025Q4: 79,170 shares; 2026Q1: 102,307 shares; 2026Q2: 92,187 shares 92,187 $8.45M 0.26% -10,120 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,145 shares; 2024Q4: 14,548 shares; 2025Q1: 14,046 shares; 2025Q2: 11,317 shares; 2025Q3: 10,571 shares; 2025Q4: 11,201 shares; 2026Q1: 10,812 shares; 2026Q2: 11,645 shares 11,645 $8.42M 0.26% +833 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,152 shares; 2024Q4: 58,796 shares; 2025Q1: 60,755 shares; 2025Q2: 55,948 shares; 2025Q3: 55,242 shares; 2025Q4: 57,315 shares; 2026Q1: 57,416 shares; 2026Q2: 56,947 shares 56,947 $8.35M 0.26% -469 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,927 shares; 2024Q4: 19,006 shares; 2025Q1: 35,419 shares; 2025Q2: 36,412 shares; 2025Q3: 37,444 shares; 2025Q4: 29,575 shares; 2026Q1: 31,046 shares; 2026Q2: 29,947 shares 29,947 $8.15M 0.25% -1,099 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,005 shares; 2024Q4: 68,986 shares; 2025Q1: 67,739 shares; 2025Q2: 5,643 shares; 2025Q3: 8,288 shares; 2025Q4: 11,967 shares; 2026Q1: 12,620 shares; 2026Q2: 12,376 shares 12,376 $8.12M 0.25% -244 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,593 shares; 2024Q4: 62,957 shares; 2025Q1: 58,441 shares; 2025Q2: 57,040 shares; 2025Q3: 56,541 shares; 2025Q4: 56,097 shares; 2026Q1: 58,352 shares; 2026Q2: 54,787 shares 54,787 $8.11M 0.25% -3,565 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,029 shares; 2025Q1: 39,249 shares; 2025Q2: 40,559 shares; 2025Q3: 39,600 shares; 2025Q4: 47,392 shares; 2026Q1: 49,118 shares; 2026Q2: 46,940 shares 46,940 $7.97M 0.25% -2,178 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,513 shares; 2024Q4: 81,402 shares; 2025Q1: 82,789 shares; 2025Q2: 78,200 shares; 2025Q3: 84,723 shares; 2025Q4: 94,988 shares; 2026Q1: 96,312 shares; 2026Q2: 96,225 shares 96,225 $7.95M 0.25% -87 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,137 shares; 2024Q4: 14,594 shares; 2025Q1: 14,431 shares; 2025Q2: 14,111 shares; 2025Q3: 16,190 shares; 2025Q4: 13,348 shares; 2026Q1: 13,010 shares; 2026Q2: 12,507 shares 12,507 $7.93M 0.25% -503 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,190 shares; 2026Q1: 153,802 shares; 2026Q2: 172,231 shares 172,231 $7.75M 0.24% +18,429 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,918 shares; 2024Q4: 60,751 shares; 2025Q1: 59,502 shares; 2025Q2: 14,283 shares; 2025Q3: 14,503 shares; 2025Q4: 17,074 shares; 2026Q1: 25,657 shares; 2026Q2: 25,657 shares 25,657 $7.71M 0.24% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168,392 shares 168,392 $7.57M 0.23% new 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; 2024Q3: 51,208 shares; 2024Q4: 51,502 shares; 2025Q1: 51,063 shares; 2025Q2: 49,400 shares; 2025Q3: 49,299 shares; 2025Q4: 46,809 shares; 2026Q1: 45,610 shares; 2026Q2: 44,884 shares 44,884 $7.56M 0.23% -726 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,391 shares; 2024Q4: 54,017 shares; 2025Q1: 55,291 shares; 2025Q2: 56,186 shares; 2025Q3: 55,158 shares; 2025Q4: 56,182 shares; 2026Q1: 55,974 shares; 2026Q2: 55,538 shares 55,538 $7.52M 0.23% -436 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,296 shares; 2024Q4: 316,135 shares; 2025Q1: 363,181 shares; 2025Q2: 372,585 shares; 2025Q3: 395,852 shares; 2025Q4: 294,657 shares; 2026Q1: 293,635 shares; 2026Q2: 301,188 shares 301,188 $7.43M 0.23% +7,553 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 3,353 shares; 2025Q1: 9,384 shares; 2025Q2: 7,216 shares; 2025Q3: 9,391 shares; 2025Q4: 12,064 shares; 2026Q1: 13,024 shares; 2026Q2: 20,084 shares 20,084 $7.35M 0.23% +7,060 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; 2024Q3: 19,319 shares; 2024Q4: 16,310 shares; 2025Q1: 16,665 shares; 2025Q2: 15,495 shares; 2025Q3: 18,197 shares; 2025Q4: 18,104 shares; 2026Q1: 18,222 shares; 2026Q2: 25,285 shares 25,285 $7.22M 0.22% +7,063 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,105 shares; 2024Q4: 60,693 shares; 2025Q1: 62,123 shares; 2025Q2: 63,443 shares; 2025Q3: 80,300 shares; 2025Q4: 100,226 shares; 2026Q1: 105,125 shares; 2026Q2: 101,859 shares 101,859 $7.2M 0.22% -3,266 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,592 shares 25,592 $7.07M 0.22% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,910 shares; 2024Q4: 34,865 shares; 2025Q1: 33,407 shares; 2025Q2: 31,769 shares; 2025Q3: 32,100 shares; 2025Q4: 31,986 shares; 2026Q1: 31,419 shares; 2026Q2: 29,847 shares 29,847 $7.05M 0.22% -1,572 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,912 shares; 2024Q4: 8,154 shares; 2025Q1: 8,747 shares; 2025Q2: 8,161 shares; 2025Q3: 7,991 shares; 2025Q4: 17,060 shares; 2026Q1: 27,639 shares; 2026Q2: 36,329 shares 36,329 $6.92M 0.21% +8,690 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,987 shares; 2024Q4: 134,258 shares; 2025Q1: 149,252 shares; 2025Q2: 165,696 shares; 2025Q3: 177,298 shares; 2025Q4: 146,604 shares; 2026Q1: 142,974 shares; 2026Q2: 137,805 shares 137,805 $6.83M 0.21% -5,169 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,460 shares; 2024Q4: 21,924 shares; 2025Q1: 21,855 shares; 2025Q2: 21,302 shares; 2025Q3: 14,521 shares; 2025Q4: 12,621 shares; 2026Q1: 12,562 shares; 2026Q2: 12,799 shares 12,799 $6.69M 0.21% +237 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,282 shares; 2024Q4: 41,478 shares; 2025Q1: 47,644 shares; 2025Q2: 47,562 shares; 2025Q3: 50,712 shares; 2025Q4: 60,482 shares; 2026Q1: 55,297 shares; 2026Q2: 45,548 shares 45,548 $6.67M 0.21% -9,749 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319,206 shares; 2026Q1: 308,412 shares; 2026Q2: 314,635 shares 314,635 $6.65M 0.21% +6,223 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,650 shares; 2024Q4: 67,137 shares; 2025Q1: 69,116 shares; 2025Q2: 64,181 shares; 2025Q3: 59,352 shares; 2025Q4: 39,289 shares; 2026Q1: 38,769 shares; 2026Q2: 38,125 shares 38,125 $6.62M 0.21% -644 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,429 shares; 2025Q3: 247,001 shares; 2025Q4: 324,196 shares; 2026Q1: 338,985 shares; 2026Q2: 337,010 shares 337,010 $6.6M 0.2% -1,975 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,548 shares; 2024Q4: 18,980 shares; 2025Q1: 19,233 shares; 2025Q2: 19,755 shares; 2025Q3: 21,949 shares; 2025Q4: 21,837 shares; 2026Q1: 21,774 shares; 2026Q2: 21,526 shares 21,526 $6.25M 0.19% -248 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,152 shares; 2026Q1: 53,881 shares; 2026Q2: 55,677 shares 55,677 $6.24M 0.19% +1,796 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,133 shares; 2024Q4: 19,616 shares; 2025Q1: 18,811 shares; 2025Q2: 18,780 shares; 2025Q3: 18,726 shares; 2025Q4: 22,948 shares; 2026Q1: 20,844 shares; 2026Q2: 20,440 shares 20,440 $6.19M 0.19% -404 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,303 shares; 2024Q4: 228,498 shares; 2025Q1: 240,970 shares; 2025Q2: 226,054 shares; 2025Q3: 228,385 shares; 2025Q4: 239,539 shares; 2026Q1: 256,434 shares; 2026Q2: 254,210 shares 254,210 $6.18M 0.19% -2,224 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,492 shares; 2024Q4: 163,447 shares; 2025Q1: 168,844 shares; 2025Q2: 163,980 shares; 2025Q3: 163,808 shares; 2025Q4: 171,739 shares; 2026Q1: 173,244 shares; 2026Q2: 177,315 shares 177,315 $6.17M 0.19% +4,071 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,515 shares; 2024Q4: 6,831 shares; 2025Q1: 6,938 shares; 2025Q2: 7,103 shares; 2025Q3: 7,649 shares; 2025Q4: 86,920 shares; 2026Q1: 79,441 shares; 2026Q2: 86,259 shares 86,259 $6.16M 0.19% +6,818 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,567 shares; 2024Q4: 70,776 shares; 2025Q1: 70,045 shares; 2025Q2: 73,087 shares; 2025Q3: 80,890 shares; 2025Q4: 92,336 shares; 2026Q1: 79,857 shares; 2026Q2: 77,783 shares 77,783 $6.15M 0.19% -2,074 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,406 shares; 2024Q4: 201,355 shares; 2025Q1: 177,850 shares; 2025Q2: 173,828 shares; 2025Q3: 182,021 shares; 2025Q4: 198,992 shares; 2026Q1: 208,107 shares; 2026Q2: 187,278 shares 187,278 $5.99M 0.19% -20,829 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,874 shares; 2024Q4: 44,725 shares; 2025Q1: 41,812 shares; 2025Q2: 44,372 shares; 2025Q3: 51,320 shares; 2025Q4: 54,476 shares; 2026Q1: 59,947 shares; 2026Q2: 57,614 shares 57,614 $5.98M 0.19% -2,333 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,638 shares; 2024Q4: 24,058 shares; 2025Q1: 24,812 shares; 2025Q2: 25,029 shares; 2025Q3: 25,112 shares; 2025Q4: 32,106 shares; 2026Q1: 35,185 shares; 2026Q2: 35,745 shares 35,745 $5.65M 0.18% +560 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,747 shares; 2024Q4: 109,285 shares; 2025Q1: 102,690 shares; 2025Q2: 100,088 shares; 2025Q3: 97,358 shares; 2025Q4: 98,285 shares; 2026Q1: 101,197 shares; 2026Q2: 108,809 shares 108,809 $5.65M 0.17% +7,612 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,162 shares; 2024Q4: 29,810 shares; 2025Q1: 29,685 shares; 2025Q2: 20,184 shares; 2025Q3: 17,116 shares; 2025Q4: 16,036 shares; 2026Q1: 14,337 shares; 2026Q2: 13,546 shares 13,546 $5.63M 0.17% -791 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,091 shares; 2024Q4: 139,388 shares; 2025Q1: 147,437 shares; 2025Q2: 149,454 shares; 2025Q3: 149,785 shares; 2025Q4: 106,744 shares; 2026Q1: 104,730 shares; 2026Q2: 103,747 shares 103,747 $5.44M 0.17% -983 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,021 shares; 2024Q4: 21,171 shares; 2025Q1: 21,021 shares; 2025Q2: 22,021 shares; 2025Q3: 22,124 shares; 2025Q4: 21,724 shares; 2026Q1: 22,024 shares; 2026Q2: 22,028 shares 22,028 $5.39M 0.17% +4 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,510 shares; 2024Q4: 52,259 shares; 2025Q1: 57,208 shares; 2025Q2: 57,264 shares; 2025Q3: 52,599 shares; 2025Q4: 54,270 shares; 2026Q1: 53,977 shares; 2026Q2: 55,960 shares 55,960 $5.36M 0.17% +1,983 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,803 shares; 2024Q4: 26,021 shares; 2025Q1: 25,332 shares; 2025Q2: 25,511 shares; 2025Q3: 22,178 shares; 2025Q4: 21,419 shares; 2026Q1: 19,311 shares; 2026Q2: 21,052 shares 21,052 $5.31M 0.16% +1,741 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,639 shares; 2024Q4: 12,436 shares; 2025Q1: 12,507 shares; 2025Q2: 13,172 shares; 2025Q3: 15,911 shares; 2025Q4: 17,240 shares; 2026Q1: 16,808 shares; 2026Q2: 10,310 shares 10,310 $5.3M 0.16% -6,498 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; 2024Q3: 31,318 shares; 2024Q4: 31,716 shares; 2025Q1: 31,105 shares; 2025Q2: 30,890 shares; 2025Q3: 32,489 shares; 2025Q4: 34,330 shares; 2026Q1: 33,802 shares; 2026Q2: 32,442 shares 32,442 $5.28M 0.16% -1,360 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,145 shares; 2025Q3: 110,460 shares; 2025Q4: 114,202 shares; 2026Q1: 125,142 shares; 2026Q2: 129,539 shares 129,539 $5.26M 0.16% +4,397 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,846 shares; 2024Q4: 15,529 shares; 2025Q1: 14,709 shares; 2025Q2: 14,701 shares; 2025Q3: 14,285 shares; 2025Q4: 14,484 shares; 2026Q1: 14,523 shares; 2026Q2: 14,339 shares 14,339 $5.19M 0.16% -184 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,872 shares; 2025Q2: 119,112 shares; 2025Q3: 127,131 shares; 2025Q4: 133,850 shares; 2026Q1: 154,632 shares; 2026Q2: 154,811 shares 154,811 $5.19M 0.16% +179 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; 2024Q3: 46,753 shares; 2024Q4: 46,681 shares; 2025Q1: 47,612 shares; 2025Q2: 47,770 shares; 2025Q3: 47,754 shares; 2025Q4: 46,192 shares; 2026Q1: 45,596 shares; 2026Q2: 44,756 shares 44,756 $5.18M 0.16% -840 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,449 shares; 2024Q4: 43,475 shares; 2025Q1: 41,626 shares; 2025Q2: 42,766 shares; 2025Q3: 41,869 shares; 2025Q4: 41,863 shares; 2026Q1: 41,715 shares; 2026Q2: 40,890 shares 40,890 $5.17M 0.16% -825 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,911 shares; 2024Q4: 381,188 shares; 2025Q1: 347,256 shares; 2025Q2: 343,290 shares; 2025Q3: 365,206 shares; 2025Q4: 392,584 shares; 2026Q1: 409,280 shares; 2026Q2: 373,362 shares 373,362 $5.16M 0.16% -35,918 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,566 shares; 2026Q2: 107,983 shares 107,983 $5.15M 0.16% +46,417 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,336 shares; 2024Q4: 69,889 shares; 2025Q1: 113,930 shares; 2025Q2: 118,009 shares; 2025Q3: 120,320 shares; 2025Q4: 122,683 shares; 2026Q1: 119,904 shares; 2026Q2: 118,278 shares 118,278 $5.1M 0.16% -1,626 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,814 shares; 2024Q4: 31,797 shares; 2025Q1: 32,026 shares; 2025Q2: 32,820 shares; 2025Q3: 32,539 shares; 2025Q4: 32,762 shares; 2026Q1: 32,330 shares; 2026Q2: 32,708 shares 32,708 $5.1M 0.16% +378 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,460 shares; 2024Q4: 80,497 shares; 2025Q1: 79,843 shares; 2025Q2: 65,183 shares; 2025Q3: 62,805 shares; 2025Q4: 63,814 shares; 2026Q1: 74,833 shares; 2026Q2: 85,334 shares 85,334 $5.03M 0.16% +10,501 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,158 shares; 2024Q4: 17,777 shares; 2025Q1: 23,869 shares; 2025Q2: 25,064 shares; 2025Q3: 24,692 shares; 2025Q4: 23,574 shares; 2026Q1: 23,564 shares; 2026Q2: 24,001 shares 24,001 $5.02M 0.16% +437 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,306 shares; 2024Q4: 34,594 shares; 2025Q1: 34,532 shares; 2025Q2: 34,644 shares; 2025Q3: 35,258 shares; 2025Q4: 34,906 shares; 2026Q1: 36,143 shares; 2026Q2: 34,358 shares 34,358 $4.92M 0.15% -1,785 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,610 shares 65,610 $4.85M 0.15% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,696 shares; 2024Q4: 179,863 shares; 2025Q1: 178,173 shares; 2025Q2: 187,373 shares; 2025Q3: 192,557 shares; 2025Q4: 207,458 shares; 2026Q1: 225,977 shares; 2026Q2: 253,713 shares 253,713 $4.7M 0.15% +27,736 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,475 shares 27,475 $4.69M 0.15% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,030 shares; 2024Q4: 61,030 shares; 2025Q1: 61,030 shares; 2025Q2: 60,956 shares; 2025Q3: 60,956 shares; 2025Q4: 60,956 shares; 2026Q1: 60,956 shares; 2026Q2: 60,956 shares 60,956 $4.63M 0.14% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,805 shares; 2024Q4: 169,285 shares; 2025Q1: 151,184 shares; 2025Q2: 156,798 shares; 2025Q3: 152,491 shares; 2025Q4: 152,173 shares; 2026Q1: 150,654 shares; 2026Q2: 156,349 shares 156,349 $4.6M 0.14% +5,695 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,715 shares; 2024Q4: 90,129 shares; 2025Q1: 100,121 shares; 2025Q2: 94,021 shares; 2025Q3: 100,889 shares; 2025Q4: 97,396 shares; 2026Q1: 104,194 shares; 2026Q2: 95,358 shares 95,358 $4.53M 0.14% -8,836 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,168 shares; 2024Q4: 61,484 shares; 2025Q1: 66,845 shares; 2025Q2: 64,263 shares; 2025Q3: 67,002 shares; 2025Q4: 67,084 shares; 2026Q1: 69,084 shares; 2026Q2: 66,136 shares 66,136 $4.52M 0.14% -2,948 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,331 shares; 2025Q1: 8,309 shares; 2025Q2: 10,370 shares; 2025Q3: 28,729 shares; 2025Q4: 27,501 shares; 2026Q1: 40,838 shares; 2026Q2: 42,065 shares 42,065 $4.5M 0.14% +1,227 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,115 shares; 2024Q4: 153,592 shares; 2025Q1: 154,554 shares; 2025Q2: 152,785 shares; 2025Q3: 148,082 shares; 2025Q4: 147,724 shares; 2026Q1: 143,698 shares; 2026Q2: 141,139 shares 141,139 $4.43M 0.14% -2,559 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,781 shares; 2024Q4: 126,351 shares; 2025Q1: 123,530 shares; 2025Q2: 122,837 shares; 2025Q3: 123,675 shares; 2025Q4: 137,081 shares; 2026Q1: 123,830 shares; 2026Q2: 38,767 shares 38,767 $4.43M 0.14% -85,063 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,265 shares; 2026Q2: 60,688 shares 60,688 $4.42M 0.14% +33,423 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,350 shares; 2024Q4: 113,241 shares; 2025Q1: 111,060 shares; 2025Q2: 110,885 shares; 2025Q3: 103,842 shares; 2025Q4: 102,898 shares; 2026Q1: 100,395 shares; 2026Q2: 98,892 shares 98,892 $4.39M 0.14% -1,503 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,734 shares; 2024Q4: 149,001 shares; 2025Q1: 130,157 shares; 2025Q2: 146,845 shares; 2025Q3: 91,294 shares; 2025Q4: 160,770 shares; 2026Q1: 170,670 shares; 2026Q2: 86,268 shares 86,268 $4.37M 0.14% -84,402 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; 2024Q3: 62,260 shares; 2024Q4: 63,249 shares; 2025Q1: 64,935 shares; 2025Q2: 62,993 shares; 2025Q3: 80,237 shares; 2025Q4: 84,688 shares; 2026Q1: 86,670 shares; 2026Q2: 86,067 shares 86,067 $4.35M 0.13% -603 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,964 shares; 2024Q4: 43,420 shares; 2025Q1: 42,772 shares; 2025Q2: 40,487 shares; 2025Q3: 43,026 shares; 2025Q4: 45,143 shares; 2026Q1: 47,519 shares; 2026Q2: 45,773 shares 45,773 $4.33M 0.13% -1,746 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,889 shares; 2026Q2: 10,028 shares 10,028 $4.33M 0.13% +8,139 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,212 shares; 2024Q4: 80,177 shares; 2025Q1: 80,782 shares; 2025Q2: 82,247 shares; 2025Q3: 83,017 shares; 2025Q4: 84,338 shares; 2026Q1: 83,196 shares; 2026Q2: 76,429 shares 76,429 $4.32M 0.13% -6,767 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,843 shares; 2024Q4: 259,558 shares; 2025Q1: 270,550 shares; 2025Q2: 241,665 shares; 2025Q3: 255,254 shares; 2025Q4: 125,905 shares; 2026Q1: 132,255 shares; 2026Q2: 136,105 shares 136,105 $4.32M 0.13% +3,850 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,920 shares; 2024Q4: 50,512 shares; 2025Q1: 48,376 shares; 2025Q2: 50,482 shares; 2025Q3: 50,395 shares; 2025Q4: 81,023 shares; 2026Q1: 82,216 shares; 2026Q2: 81,285 shares 81,285 $4.31M 0.13% -931 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,253 shares; 2024Q4: 40,479 shares; 2025Q1: 31,776 shares; 2025Q2: 41,578 shares; 2025Q3: 43,340 shares; 2025Q4: 44,510 shares; 2026Q1: 45,424 shares; 2026Q2: 52,757 shares 52,757 $4.29M 0.13% +7,333 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,729 shares; 2024Q4: 25,134 shares; 2025Q1: 23,212 shares; 2025Q2: 23,739 shares; 2025Q3: 25,177 shares; 2025Q4: 23,109 shares; 2026Q1: 27,776 shares; 2026Q2: 27,336 shares 27,336 $4.28M 0.13% -440 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,641 shares; 2026Q1: 92,857 shares; 2026Q2: 92,509 shares 92,509 $4.27M 0.13% -348 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,325 shares; 2025Q3: 19,673 shares; 2025Q4: 20,243 shares; 2026Q1: 22,341 shares; 2026Q2: 22,994 shares 22,994 $4.25M 0.13% +653 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,809 shares; 2024Q4: 25,739 shares; 2025Q1: 25,521 shares; 2025Q2: 26,643 shares; 2025Q3: 28,113 shares; 2025Q4: 28,871 shares; 2026Q1: 29,748 shares; 2026Q2: 30,014 shares 30,014 $4.2M 0.13% +266 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: 2,966 shares; 2025Q1: 3,009 shares; 2025Q2: 45,149 shares; 2025Q3: 44,738 shares; 2025Q4: 44,860 shares; 2026Q1: 43,546 shares; 2026Q2: 45,506 shares 45,506 $4.19M 0.13% +1,960 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,173 shares; 2024Q4: 11,860 shares; 2025Q1: 12,676 shares; 2025Q2: 12,709 shares; 2025Q3: 12,300 shares; 2025Q4: 18,240 shares; 2026Q1: 20,392 shares; 2026Q2: 60,758 shares 60,758 $4.15M 0.13% +40,366 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,818 shares; 2025Q4: 95,182 shares; 2026Q1: 93,762 shares; 2026Q2: 90,391 shares 90,391 $4.13M 0.13% -3,371 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,860 shares; 2025Q4: 75,712 shares; 2026Q1: 81,405 shares; 2026Q2: 77,579 shares 77,579 $4.12M 0.13% -3,826 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,637 shares; 2024Q4: 14,243 shares; 2025Q1: 10,978 shares; 2025Q2: 11,950 shares; 2025Q3: 12,858 shares; 2025Q4: 12,231 shares; 2026Q1: 12,867 shares; 2026Q2: 42,668 shares 42,668 $4.11M 0.13% +29,801 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,325 shares; 2025Q1: 21,131 shares; 2025Q2: 18,143 shares; 2025Q3: 2,842 shares; 2025Q4: 8,880 shares; 2026Q1: 11,701 shares; 2026Q2: 12,095 shares 12,095 $4.05M 0.13% +394 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,333 shares; 2025Q3: 56,941 shares; 2025Q4: 56,785 shares; 2026Q1: 57,832 shares; 2026Q2: 58,781 shares 58,781 $4.04M 0.13% +949 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,743 shares; 2024Q4: 7,720 shares; 2025Q1: 7,930 shares; 2025Q2: 8,063 shares; 2025Q3: 7,998 shares; 2025Q4: 8,476 shares; 2026Q1: 8,127 shares; 2026Q2: 7,814 shares 7,814 $3.98M 0.12% -313 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,367 shares; 2024Q4: 72,699 shares; 2025Q1: 72,514 shares; 2025Q2: 72,775 shares; 2025Q3: 79,258 shares; 2025Q4: 80,372 shares; 2026Q1: 82,084 shares; 2026Q2: 83,239 shares 83,239 $3.93M 0.12% +1,155 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,429 shares; 2024Q4: 8,318 shares; 2025Q1: 8,117 shares; 2025Q2: 8,042 shares; 2025Q3: 8,240 shares; 2025Q4: 8,914 shares; 2026Q1: 8,321 shares; 2026Q2: 31,049 shares 31,049 $3.89M 0.12% +22,728 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,033 shares; 2025Q2: 16,882 shares; 2025Q3: 26,296 shares; 2025Q4: 65,904 shares; 2026Q1: 72,996 shares; 2026Q2: 80,769 shares 80,769 $3.82M 0.12% +7,773 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,807 shares; 2025Q2: 15,075 shares; 2025Q3: 24,090 shares; 2025Q4: 64,150 shares; 2026Q1: 73,746 shares; 2026Q2: 75,984 shares 75,984 $3.73M 0.12% +2,238 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,429 shares; 2024Q4: 126,471 shares; 2025Q1: 123,484 shares; 2025Q2: 121,241 shares; 2025Q3: 119,587 shares; 2025Q4: 119,595 shares; 2026Q1: 119,602 shares; 2026Q2: 119,609 shares 119,609 $3.72M 0.12% +7 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,406 shares; 2024Q4: 83,130 shares; 2025Q1: 78,711 shares; 2025Q2: 83,397 shares; 2025Q3: 86,606 shares; 2025Q4: 86,347 shares; 2026Q1: 90,487 shares; 2026Q2: 33,553 shares 33,553 $3.7M 0.11% -56,934 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,133 shares; 2024Q4: 21,988 shares; 2025Q1: 21,898 shares; 2025Q2: 22,156 shares; 2025Q3: 21,487 shares; 2025Q4: 21,452 shares; 2026Q1: 20,809 shares; 2026Q2: 20,385 shares 20,385 $3.66M 0.11% -424 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,538 shares; 2024Q4: 13,958 shares; 2025Q1: 14,533 shares; 2025Q2: 12,183 shares; 2025Q3: 13,351 shares; 2025Q4: 16,493 shares; 2026Q1: 16,468 shares; 2026Q2: 33,697 shares 33,697 $3.63M 0.11% +17,229 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,952 shares; 2024Q4: 21,563 shares; 2025Q1: 21,759 shares; 2025Q2: 22,213 shares; 2025Q3: 22,540 shares; 2025Q4: 25,093 shares; 2026Q1: 27,360 shares; 2026Q2: 31,004 shares 31,004 $3.6M 0.11% +3,644 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 7,017 shares; 2025Q1: 6,508 shares; 2025Q2: 6,831 shares; 2025Q3: 6,786 shares; 2025Q4: 19,561 shares; 2026Q1: 17,282 shares; 2026Q2: 14,675 shares 14,675 $3.6M 0.11% -2,607 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,548 shares; 2024Q4: 31,215 shares; 2025Q1: 31,525 shares; 2025Q2: 32,508 shares; 2025Q3: 32,139 shares; 2025Q4: 36,507 shares; 2026Q1: 43,389 shares; 2026Q2: 44,994 shares 44,994 $3.6M 0.11% +1,605 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,965 shares; 2024Q4: 34,602 shares; 2025Q1: 33,593 shares; 2025Q2: 33,948 shares; 2025Q3: 32,697 shares; 2025Q4: 32,117 shares; 2026Q1: 32,304 shares; 2026Q2: 31,354 shares 31,354 $3.49M 0.11% -950 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,186 shares; 2024Q4: 42,541 shares; 2025Q1: 42,007 shares; 2025Q2: 42,551 shares; 2025Q3: 42,316 shares; 2025Q4: 42,984 shares; 2026Q1: 43,511 shares; 2026Q2: 41,331 shares 41,331 $3.46M 0.11% -2,180 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,898 shares; 2024Q4: 11,006 shares; 2025Q1: 11,033 shares; 2025Q2: 11,285 shares; 2025Q3: 11,227 shares; 2025Q4: 11,302 shares; 2026Q1: 12,143 shares; 2026Q2: 42,954 shares 42,954 $3.46M 0.11% +30,811 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,688 shares; 2024Q4: 56,970 shares; 2025Q1: 53,667 shares; 2025Q2: 47,384 shares; 2025Q3: 47,408 shares; 2025Q4: 48,355 shares; 2026Q1: 44,818 shares; 2026Q2: 44,352 shares 44,352 $3.46M 0.11% -466 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,792 shares; 2025Q4: 24,388 shares; 2026Q1: 23,249 shares; 2026Q2: 19,399 shares 19,399 $3.42M 0.11% -3,850 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,703 shares; 2024Q4: 13,693 shares; 2025Q1: 14,033 shares; 2025Q2: 14,266 shares; 2025Q3: 14,525 shares; 2025Q4: 16,040 shares; 2026Q1: 25,348 shares; 2026Q2: 26,460 shares 26,460 $3.35M 0.1% +1,112 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,477 shares; 2025Q4: 128,333 shares; 2026Q1: 127,661 shares; 2026Q2: 120,104 shares 120,104 $3.32M 0.1% -7,557 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,796 shares; 2024Q4: 42,805 shares; 2025Q1: 45,158 shares; 2025Q2: 46,145 shares; 2025Q3: 46,362 shares; 2025Q4: 40,593 shares; 2026Q1: 39,702 shares; 2026Q2: 38,296 shares 38,296 $3.31M 0.1% -1,406 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,576 shares; 2024Q4: 4,460 shares; 2025Q1: 4,453 shares; 2025Q2: 4,419 shares; 2025Q3: 4,772 shares; 2025Q4: 4,773 shares; 2026Q1: 4,879 shares; 2026Q2: 4,687 shares 4,687 $3.3M 0.1% -192 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,817 shares; 2024Q4: 10,761 shares; 2025Q1: 11,103 shares; 2025Q2: 10,997 shares; 2025Q3: 11,081 shares; 2025Q4: 21,898 shares; 2026Q1: 25,497 shares; 2026Q2: 27,863 shares 27,863 $3.27M 0.1% +2,366 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,805 shares; 2024Q4: 42,646 shares; 2025Q1: 40,730 shares; 2025Q2: 44,560 shares; 2025Q3: 45,551 shares; 2025Q4: 47,553 shares; 2026Q1: 49,571 shares; 2026Q2: 54,598 shares 54,598 $3.25M 0.1% +5,027 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,984 shares; 2024Q4: 26,576 shares; 2025Q1: 33,079 shares; 2025Q2: 37,345 shares; 2025Q3: 39,415 shares; 2025Q4: 40,270 shares; 2026Q1: 21,264 shares; 2026Q2: 21,889 shares 21,889 $3.2M 0.1% +625 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,442 shares; 2024Q4: 47,852 shares; 2025Q1: 47,326 shares; 2025Q2: 48,019 shares; 2025Q3: 47,518 shares; 2025Q4: 48,122 shares; 2026Q1: 47,135 shares; 2026Q2: 46,505 shares 46,505 $3.17M 0.1% -630 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,458 shares; 2024Q4: 13,538 shares; 2025Q1: 14,436 shares; 2025Q2: 14,905 shares; 2025Q3: 13,064 shares; 2025Q4: 26,220 shares; 2026Q1: 28,243 shares; 2026Q2: 32,122 shares 32,122 $3.11M 0.1% +3,879 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,495 shares; 2024Q4: 14,495 shares; 2025Q1: 14,495 shares; 2025Q2: 54,895 shares; 2025Q3: 62,603 shares; 2025Q4: 62,612 shares; 2026Q1: 62,118 shares; 2026Q2: 62,254 shares 62,254 $3.07M 0.1% +136 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,830 shares; 2024Q4: 51,249 shares; 2025Q1: 50,499 shares; 2025Q2: 50,339 shares; 2025Q3: 51,116 shares; 2025Q4: 51,686 shares; 2026Q1: 55,134 shares; 2026Q2: 52,891 shares 52,891 $3.05M 0.09% -2,243 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,694 shares; 2024Q4: 2,705 shares; 2025Q1: 2,698 shares; 2025Q2: 3,125 shares; 2025Q3: 3,105 shares; 2025Q4: 3,131 shares; 2026Q1: 3,105 shares; 2026Q2: 25,391 shares 25,391 $3.03M 0.09% +22,286 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,486 shares; 2024Q4: 7,403 shares; 2025Q1: 10,269 shares; 2025Q2: 10,824 shares; 2025Q3: 28,391 shares; 2025Q4: 32,888 shares; 2026Q1: 67,291 shares; 2026Q2: 99,469 shares 99,469 $3.03M 0.09% +32,178 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,924 shares; 2024Q4: 18,870 shares; 2025Q1: 16,131 shares; 2025Q2: 17,646 shares; 2025Q3: 17,187 shares; 2025Q4: 33,824 shares; 2026Q1: 34,551 shares; 2026Q2: 43,774 shares 43,774 $2.95M 0.09% +9,223 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268 shares; 2024Q4: 1,357 shares; 2025Q1: 1,440 shares; 2025Q2: 1,673 shares; 2025Q3: 2,332 shares; 2025Q4: 2,519 shares; 2026Q1: 2,685 shares; 2026Q2: 2,909 shares 2,909 $2.94M 0.09% +224 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,150 shares; 2024Q4: 11,331 shares; 2025Q1: 11,437 shares; 2025Q2: 11,080 shares; 2025Q3: 11,684 shares; 2025Q4: 11,948 shares; 2026Q1: 11,797 shares; 2026Q2: 13,212 shares 13,212 $2.91M 0.09% +1,415 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,657 shares; 2024Q4: 12,846 shares; 2025Q1: 11,834 shares; 2025Q2: 12,403 shares; 2025Q3: 13,125 shares; 2025Q4: 13,361 shares; 2026Q1: 18,293 shares; 2026Q2: 13,630 shares 13,630 $2.9M 0.09% -4,663 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,552 shares; 2024Q4: 7,953 shares; 2025Q1: 8,008 shares; 2025Q2: 8,265 shares; 2025Q3: 11,133 shares; 2025Q4: 16,786 shares; 2026Q1: 15,939 shares; 2026Q2: 19,013 shares 19,013 $2.88M 0.09% +3,074 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,332 shares; 2024Q4: 31,776 shares; 2025Q1: 34,961 shares; 2025Q2: 37,717 shares; 2025Q3: 58,308 shares; 2025Q4: 64,761 shares; 2026Q1: 47,539 shares; 2026Q2: 49,890 shares 49,890 $2.84M 0.09% +2,351 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,131 shares; 2024Q4: 16,548 shares; 2025Q1: 16,487 shares; 2025Q2: 21,484 shares; 2025Q3: 25,371 shares; 2025Q4: 24,469 shares; 2026Q1: 27,745 shares; 2026Q2: 28,041 shares 28,041 $2.82M 0.09% +296 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,614 shares; 2025Q1: 36,286 shares; 2025Q2: 42,197 shares; 2025Q3: 42,347 shares; 2025Q4: 42,397 shares; 2026Q1: 42,947 shares; 2026Q2: 43,247 shares 43,247 $2.81M 0.09% +300 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,288 shares; 2024Q4: 6,290 shares; 2025Q1: 6,711 shares; 2025Q2: 6,701 shares; 2025Q3: 10,020 shares; 2025Q4: 11,885 shares; 2026Q1: 12,538 shares; 2026Q2: 12,599 shares 12,599 $2.76M 0.09% +61 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,325 shares; 2024Q4: 70,788 shares; 2025Q1: 78,586 shares; 2025Q2: 105,056 shares; 2025Q3: 118,743 shares; 2025Q4: 138,811 shares; 2026Q1: 149,114 shares; 2026Q2: 159,876 shares 159,876 $2.76M 0.09% +10,762 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,062 shares; 2026Q1: 13,083 shares; 2026Q2: 13,348 shares 13,348 $2.75M 0.09% +265 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,012 shares; 2024Q4: 9,348 shares; 2025Q1: 8,893 shares; 2025Q2: 8,880 shares; 2025Q3: 9,718 shares; 2025Q4: 12,149 shares; 2026Q1: 11,894 shares; 2026Q2: 12,699 shares 12,699 $2.75M 0.09% +805 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,618 shares; 2024Q4: 11,918 shares; 2025Q1: 12,782 shares; 2025Q2: 13,846 shares; 2025Q3: 18,837 shares; 2025Q4: 47,571 shares; 2026Q1: 55,133 shares; 2026Q2: 60,212 shares 60,212 $2.73M 0.08% +5,079 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,053 shares; 2024Q4: 52,648 shares; 2025Q1: 58,491 shares; 2025Q2: 38,565 shares; 2025Q3: 20,923 shares; 2025Q4: 20,353 shares; 2026Q1: 19,958 shares; 2026Q2: 19,928 shares 19,928 $2.72M 0.08% -30 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,099 shares; 2024Q4: 35,099 shares; 2025Q1: 35,113 shares; 2025Q2: 49,265 shares; 2025Q3: 57,650 shares; 2025Q4: 61,462 shares; 2026Q1: 60,925 shares; 2026Q2: 60,848 shares 60,848 $2.71M 0.08% -77 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,147 shares; 2026Q1: 37,034 shares; 2026Q2: 38,577 shares 38,577 $2.7M 0.08% +1,543 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,231 shares; 2024Q4: 33,994 shares; 2025Q1: 35,421 shares; 2025Q2: 35,985 shares; 2025Q3: 34,646 shares; 2025Q4: 36,249 shares; 2026Q1: 35,552 shares; 2026Q2: 32,950 shares 32,950 $2.67M 0.08% -2,602 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,837 shares; 2024Q4: 39,649 shares; 2025Q1: 39,945 shares; 2025Q2: 40,024 shares; 2025Q3: 43,524 shares; 2025Q4: 44,533 shares; 2026Q1: 52,465 shares; 2026Q2: 49,170 shares 49,170 $2.64M 0.08% -3,295 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,036 shares 31,036 $2.59M 0.08% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,294 shares; 2026Q1: 58,294 shares; 2026Q2: 58,294 shares 58,294 $2.59M 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,226 shares; 2024Q4: 15,624 shares; 2025Q1: 14,982 shares; 2025Q2: 15,363 shares; 2025Q3: 15,125 shares; 2025Q4: 15,190 shares; 2026Q1: 14,373 shares; 2026Q2: 14,141 shares 14,141 $2.56M 0.08% -232 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,653 shares; 2024Q4: 9,629 shares; 2025Q1: 11,560 shares; 2025Q2: 11,288 shares; 2025Q3: 13,583 shares; 2025Q4: 12,513 shares; 2026Q1: 23,584 shares; 2026Q2: 23,785 shares 23,785 $2.56M 0.08% +201 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,466 shares; 2025Q2: 15,388 shares; 2025Q3: 14,358 shares; 2025Q4: 14,056 shares; 2026Q1: 14,402 shares; 2026Q2: 14,472 shares 14,472 $2.56M 0.08% +70 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,629 shares; 2024Q4: 22,922 shares; 2025Q1: 22,603 shares; 2025Q2: 16,631 shares; 2025Q3: 15,844 shares; 2025Q4: 16,898 shares; 2026Q1: 20,802 shares; 2026Q2: 30,827 shares 30,827 $2.55M 0.08% +10,025 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,474 shares; 2025Q3: 7,156 shares; 2025Q4: 42,702 shares; 2026Q1: 62,501 shares; 2026Q2: 87,803 shares 87,803 $2.52M 0.08% +25,302 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,520 shares; 2024Q4: 86,447 shares; 2025Q1: 82,556 shares; 2025Q2: 77,575 shares; 2025Q3: 75,995 shares; 2025Q4: 74,120 shares; 2026Q1: 91,547 shares; 2026Q2: 103,774 shares 103,774 $2.5M 0.08% +12,227 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,712 shares; 2025Q3: 11,404 shares; 2025Q4: 31,390 shares; 2026Q1: 53,532 shares; 2026Q2: 60,350 shares 60,350 $2.49M 0.08% +6,818 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,581 shares; 2026Q1: 91,070 shares; 2026Q2: 119,669 shares 119,669 $2.47M 0.08% +28,599 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,655 shares; 2024Q4: 48,080 shares; 2025Q1: 48,319 shares; 2025Q2: 48,471 shares; 2025Q3: 59,050 shares; 2025Q4: 59,125 shares; 2026Q1: 58,497 shares; 2026Q2: 58,285 shares 58,285 $2.47M 0.08% -212 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,243 shares; 2024Q4: 11,472 shares; 2025Q1: 12,581 shares; 2025Q2: 11,008 shares; 2025Q3: 11,502 shares; 2025Q4: 11,687 shares; 2026Q1: 14,008 shares; 2026Q2: 12,515 shares 12,515 $2.47M 0.08% -1,493 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,217 shares; 2024Q4: 45,124 shares; 2025Q1: 47,000 shares; 2025Q2: 45,807 shares; 2025Q3: 50,994 shares; 2025Q4: 54,867 shares; 2026Q1: 55,932 shares; 2026Q2: 57,402 shares 57,402 $2.43M 0.08% +1,470 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,314 shares; 2024Q4: 7,405 shares; 2025Q1: 6,979 shares; 2025Q2: 6,819 shares; 2025Q3: 6,505 shares; 2025Q4: 6,845 shares; 2026Q1: 6,538 shares; 2026Q2: 6,437 shares 6,437 $2.42M 0.07% -101 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,587 shares; 2024Q4: 13,143 shares; 2025Q1: 13,135 shares; 2025Q2: 12,889 shares; 2025Q3: 10,625 shares; 2025Q4: 11,921 shares; 2026Q1: 10,960 shares; 2026Q2: 12,854 shares 12,854 $2.37M 0.07% +1,894 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,617 shares; 2024Q4: 47,912 shares; 2025Q1: 57,472 shares; 2025Q2: 65,179 shares; 2025Q3: 75,413 shares; 2025Q4: 87,311 shares; 2026Q1: 92,010 shares; 2026Q2: 101,185 shares 101,185 $2.34M 0.07% +9,175 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,984 shares; 2026Q2: 3,665 shares 3,665 $2.34M 0.07% +1,681 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 1,316 shares; 2025Q1: 1,600 shares; 2025Q2: 2,337 shares; 2025Q3: 4,240 shares; 2025Q4: 3,595 shares; 2026Q1: 3,531 shares; 2026Q2: 4,541 shares 4,541 $2.34M 0.07% +1,010 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,086 shares; 2024Q4: 9,161 shares; 2025Q1: 9,319 shares; 2025Q2: 8,830 shares; 2025Q3: 8,680 shares; 2025Q4: 10,399 shares; 2026Q1: 14,198 shares; 2026Q2: 14,009 shares 14,009 $2.31M 0.07% -189 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: 2,971 shares; 2025Q1: 4,381 shares; 2025Q2: 4,699 shares; 2025Q3: 5,067 shares; 2025Q4: 6,360 shares; 2026Q1: 5,228 shares; 2026Q2: 5,405 shares 5,405 $2.3M 0.07% +177 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,832 shares 126,832 $2.29M 0.07% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,109 shares; 2026Q2: 14,569 shares 14,569 $2.29M 0.07% +1,460 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,375 shares; 2024Q4: 2,408 shares; 2025Q1: 2,174 shares; 2025Q2: 2,083 shares; 2025Q3: 2,030 shares; 2025Q4: 2,051 shares; 2026Q1: 2,678 shares; 2026Q2: 2,313 shares 2,313 $2.26M 0.07% -365 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,008 shares; 2024Q4: 14,210 shares; 2025Q1: 16,801 shares; 2025Q2: 17,568 shares; 2025Q3: 18,571 shares; 2025Q4: 18,564 shares; 2026Q1: 19,960 shares; 2026Q2: 21,523 shares 21,523 $2.25M 0.07% +1,563 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,404 shares; 2024Q4: 52,791 shares; 2025Q1: 65,255 shares; 2025Q2: 71,858 shares; 2025Q3: 86,180 shares; 2025Q4: 91,120 shares; 2026Q1: 95,051 shares; 2026Q2: 102,957 shares 102,957 $2.24M 0.07% +7,906 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,766 shares; 2024Q4: 6,085 shares; 2025Q1: 5,230 shares; 2025Q2: 5,315 shares; 2025Q3: 4,410 shares; 2025Q4: 4,336 shares; 2026Q1: 4,572 shares; 2026Q2: 4,388 shares 4,388 $2.24M 0.07% -184 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,109 shares; 2024Q4: 7,757 shares; 2025Q1: 7,700 shares; 2025Q2: 7,644 shares; 2025Q3: 7,060 shares; 2025Q4: 7,043 shares; 2026Q1: 6,989 shares; 2026Q2: 7,683 shares 7,683 $2.23M 0.07% +694 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,087 shares; 2024Q4: 5,958 shares; 2025Q1: 4,590 shares; 2025Q2: 5,770 shares; 2025Q3: 5,549 shares; 2025Q4: 21,684 shares; 2026Q1: 26,499 shares; 2026Q2: 22,453 shares 22,453 $2.2M 0.07% -4,046 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,614 shares; 2024Q4: 21,938 shares; 2025Q1: 22,600 shares; 2025Q2: 20,764 shares; 2025Q3: 21,183 shares; 2025Q4: 20,809 shares; 2026Q1: 7,926 shares; 2026Q2: 7,092 shares 7,092 $2.16M 0.07% -834 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,326 shares; 2024Q4: 381,335 shares; 2025Q1: 434,559 shares; 2025Q2: 461,706 shares; 2025Q3: 484,147 shares; 2025Q4: 85,658 shares; 2026Q1: 105,288 shares; 2026Q2: 95,034 shares 95,034 $2.16M 0.07% -10,254 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,897 shares; 2024Q4: 58,785 shares; 2025Q1: 58,785 shares; 2025Q2: 56,897 shares; 2025Q3: 70,030 shares; 2025Q4: 98,958 shares; 2026Q1: 98,832 shares; 2026Q2: 81,832 shares 81,832 $2.14M 0.07% -17,000 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,845 shares; 2024Q4: 25,119 shares; 2025Q1: 26,574 shares; 2025Q2: 28,780 shares; 2025Q3: 30,694 shares; 2025Q4: 46,450 shares; 2026Q1: 62,869 shares; 2026Q2: 55,492 shares 55,492 $2.14M 0.07% -7,377 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,669 shares; 2026Q1: 4,289 shares; 2026Q2: 8,377 shares 8,377 $2.14M 0.07% +4,088 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,372 shares; 2024Q4: 31,205 shares; 2025Q1: 32,204 shares; 2025Q2: 28,716 shares; 2025Q3: 25,383 shares; 2025Q4: 23,118 shares; 2026Q1: 24,375 shares; 2026Q2: 22,865 shares 22,865 $2.13M 0.07% -1,510 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,884 shares; 2024Q4: 13,898 shares; 2025Q1: 14,084 shares; 2025Q2: 13,773 shares; 2025Q3: 18,350 shares; 2025Q4: 18,398 shares; 2026Q1: 18,039 shares; 2026Q2: 17,963 shares 17,963 $2.11M 0.07% -76 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,416 shares; 2025Q1: 5,290 shares; 2025Q2: 5,191 shares; 2025Q3: 4,620 shares; 2025Q4: 4,886 shares; 2026Q1: 5,037 shares; 2026Q2: 5,323 shares 5,323 $2.1M 0.07% +286 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,613 shares; 2024Q4: 4,952 shares; 2025Q1: 11,833 shares; 2025Q2: 14,601 shares; 2025Q3: 15,970 shares; 2025Q4: 19,839 shares; 2026Q1: 19,794 shares; 2026Q2: 19,655 shares 19,655 $2.09M 0.06% -139 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,120 shares; 2024Q4: 9,434 shares; 2025Q1: 10,058 shares; 2025Q2: 26,601 shares; 2025Q3: 21,378 shares; 2025Q4: 20,616 shares; 2026Q1: 19,879 shares; 2026Q2: 7,722 shares 7,722 $2.06M 0.06% -12,157 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,540 shares; 2025Q2: 4,695 shares; 2025Q3: 12,621 shares; 2025Q4: 14,674 shares; 2026Q1: 14,265 shares; 2026Q2: 14,008 shares 14,008 $2.03M 0.06% -257 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,273 shares; 2024Q4: 15,101 shares; 2025Q1: 16,457 shares; 2025Q2: 16,554 shares; 2025Q3: 18,621 shares; 2025Q4: 20,192 shares; 2026Q1: 17,615 shares; 2026Q2: 26,295 shares 26,295 $2.01M 0.06% +8,680 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,458 shares; 2025Q2: 4,486 shares; 2025Q3: 5,017 shares; 2025Q4: 6,510 shares; 2026Q1: 34,036 shares; 2026Q2: 38,391 shares 38,391 $2.01M 0.06% +4,355 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,010 shares; 2024Q4: 16,041 shares; 2025Q1: 15,884 shares; 2025Q2: 15,914 shares; 2025Q3: 16,069 shares; 2025Q4: 15,750 shares; 2026Q1: 13,881 shares; 2026Q2: 13,899 shares 13,899 $2.01M 0.06% +18 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,912 shares 63,912 $2M 0.06% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 4,707 shares; 2025Q1: 8,166 shares; 2025Q2: 33,152 shares; 2025Q3: 36,486 shares; 2025Q4: 41,567 shares; 2026Q1: 41,747 shares; 2026Q2: 41,595 shares 41,595 $2M 0.06% -152 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,986 shares; 2024Q4: 22,986 shares; 2025Q1: 27,501 shares; 2025Q2: 28,589 shares; 2025Q3: 27,989 shares; 2025Q4: 28,174 shares; 2026Q1: 28,174 shares; 2026Q2: 27,300 shares 27,300 $1.99M 0.06% -874 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,681 shares; 2024Q4: 25,723 shares; 2025Q1: 25,766 shares; 2025Q2: 25,820 shares; 2025Q3: 25,684 shares; 2025Q4: 26,334 shares; 2026Q1: 29,708 shares; 2026Q2: 35,148 shares 35,148 $1.98M 0.06% +5,440 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,901 shares; 2026Q2: 22,147 shares 22,147 $1.97M 0.06% -1,754 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,479 shares; 2024Q4: 7,362 shares; 2025Q1: 7,209 shares; 2025Q2: 7,654 shares; 2025Q3: 7,233 shares; 2025Q4: 7,657 shares; 2026Q1: 7,102 shares; 2026Q2: 7,302 shares 7,302 $1.97M 0.06% +200 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,568 shares; 2026Q2: 34,568 shares 34,568 $1.97M 0.06% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,190 shares; 2025Q1: 4,130 shares; 2025Q2: 3,991 shares; 2025Q3: 4,208 shares; 2025Q4: 4,150 shares; 2026Q1: 4,199 shares; 2026Q2: 22,329 shares 22,329 $1.96M 0.06% +18,130 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,797 shares; 2024Q4: 3,608 shares; 2025Q1: 4,815 shares; 2025Q2: 27,303 shares; 2025Q3: 26,672 shares; 2025Q4: 26,197 shares; 2026Q1: 21,782 shares; 2026Q2: 18,961 shares 18,961 $1.94M 0.06% -2,821 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,205 shares; 2024Q4: 8,927 shares; 2025Q1: 9,360 shares; 2025Q2: 8,999 shares; 2025Q3: 10,161 shares; 2025Q4: 10,647 shares; 2026Q1: 12,622 shares; 2026Q2: 18,598 shares 18,598 $1.91M 0.06% +5,976 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,320 shares; 2024Q4: 15,199 shares; 2025Q1: 15,252 shares; 2025Q2: 17,918 shares; 2025Q3: 18,555 shares; 2025Q4: 20,080 shares; 2026Q1: 21,956 shares; 2026Q2: 22,987 shares 22,987 $1.91M 0.06% +1,031 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,684 shares; 2024Q4: not reported; 2025Q1: 11,413 shares; 2025Q2: 13,714 shares; 2025Q3: 15,315 shares; 2025Q4: 72,058 shares; 2026Q1: 82,792 shares; 2026Q2: 91,217 shares 91,217 $1.9M 0.06% +8,425 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,743 shares; 2024Q4: 62,437 shares; 2025Q1: 71,360 shares; 2025Q2: 78,461 shares; 2025Q3: 82,784 shares; 2025Q4: 88,492 shares; 2026Q1: 96,023 shares; 2026Q2: 127,068 shares 127,068 $1.89M 0.06% +31,045 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,835 shares 19,835 $1.88M 0.06% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,494 shares; 2025Q3: 57,679 shares; 2025Q4: 57,679 shares; 2026Q1: 57,569 shares; 2026Q2: 57,204 shares 57,204 $1.88M 0.06% -365 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,946 shares; 2024Q4: 17,687 shares; 2025Q1: 16,530 shares; 2025Q2: 16,545 shares; 2025Q3: 21,363 shares; 2025Q4: 21,861 shares; 2026Q1: 21,941 shares; 2026Q2: 21,939 shares 21,939 $1.88M 0.06% -2 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: 4,625 shares; 2025Q1: 4,517 shares; 2025Q2: 4,456 shares; 2025Q3: 4,473 shares; 2025Q4: 4,640 shares; 2026Q1: 4,536 shares; 2026Q2: 5,111 shares 5,111 $1.87M 0.06% +575 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,404 shares; 2026Q1: 9,670 shares; 2026Q2: 15,638 shares 15,638 $1.83M 0.06% +5,968 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,234 shares; 2024Q4: 11,254 shares; 2025Q1: 18,254 shares; 2025Q2: 18,736 shares; 2025Q3: 15,398 shares; 2025Q4: 15,602 shares; 2026Q1: 16,055 shares; 2026Q2: 17,584 shares 17,584 $1.8M 0.06% +1,529 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,671 shares; 2024Q4: 12,034 shares; 2025Q1: 12,471 shares; 2025Q2: 12,599 shares; 2025Q3: 14,152 shares; 2025Q4: 14,790 shares; 2026Q1: 15,549 shares; 2026Q2: 25,831 shares 25,831 $1.79M 0.06% +10,282 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,211 shares; 2024Q4: 4,200 shares; 2025Q1: 4,323 shares; 2025Q2: 4,323 shares; 2025Q3: 4,593 shares; 2025Q4: 4,656 shares; 2026Q1: 4,660 shares; 2026Q2: 4,381 shares 4,381 $1.79M 0.06% -279 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,196 shares; 2024Q4: 11,897 shares; 2025Q1: 12,740 shares; 2025Q2: 14,182 shares; 2025Q3: 13,204 shares; 2025Q4: 13,274 shares; 2026Q1: 14,759 shares; 2026Q2: 23,197 shares 23,197 $1.79M 0.06% +8,438 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,304 shares; 2025Q3: 16,917 shares; 2025Q4: 27,553 shares; 2026Q1: 33,927 shares; 2026Q2: 32,065 shares 32,065 $1.78M 0.06% -1,862 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,591 shares; 2024Q4: 17,076 shares; 2025Q1: 19,885 shares; 2025Q2: 14,236 shares; 2025Q3: 17,127 shares; 2025Q4: 15,412 shares; 2026Q1: 14,700 shares; 2026Q2: 20,265 shares 20,265 $1.78M 0.06% +5,565 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,517 shares; 2024Q4: 3,899 shares; 2025Q1: 4,044 shares; 2025Q2: 4,397 shares; 2025Q3: 5,626 shares; 2025Q4: 6,433 shares; 2026Q1: 6,760 shares; 2026Q2: 5,249 shares 5,249 $1.78M 0.06% -1,511 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,733 shares; 2024Q4: 21,838 shares; 2025Q1: 22,942 shares; 2025Q2: 22,422 shares; 2025Q3: 25,647 shares; 2025Q4: 29,379 shares; 2026Q1: 31,528 shares; 2026Q2: 35,390 shares 35,390 $1.76M 0.05% +3,862 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,102 shares; 2026Q2: 44,582 shares 44,582 $1.76M 0.05% -2,520 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,694 shares; 2024Q4: 21,963 shares; 2025Q1: 21,962 shares; 2025Q2: 6,262 shares; 2025Q3: 6,120 shares; 2025Q4: 5,781 shares; 2026Q1: 5,783 shares; 2026Q2: 5,864 shares 5,864 $1.75M 0.05% +81 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,316 shares; 2024Q4: 28,316 shares; 2025Q1: 28,316 shares; 2025Q2: 28,316 shares; 2025Q3: 28,082 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 28,000 shares 28,000 $1.74M 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,186 shares; 2024Q4: 8,285 shares; 2025Q1: 8,310 shares; 2025Q2: 7,931 shares; 2025Q3: 7,338 shares; 2025Q4: 8,682 shares; 2026Q1: 7,846 shares; 2026Q2: 7,858 shares 7,858 $1.74M 0.05% +12 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,951 shares; 2024Q4: 24,774 shares; 2025Q1: 24,111 shares; 2025Q2: 24,453 shares; 2025Q3: 17,894 shares; 2025Q4: 17,336 shares; 2026Q1: 12,152 shares; 2026Q2: 12,133 shares 12,133 $1.72M 0.05% -19 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,812 shares; 2024Q4: 8,702 shares; 2025Q1: 8,824 shares; 2025Q2: 8,285 shares; 2025Q3: 7,999 shares; 2025Q4: 8,130 shares; 2026Q1: 8,223 shares; 2026Q2: 7,723 shares 7,723 $1.72M 0.05% -500 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,098 shares; 2024Q4: 19,180 shares; 2025Q1: 18,869 shares; 2025Q2: 20,132 shares; 2025Q3: 26,204 shares; 2025Q4: 24,497 shares; 2026Q1: 19,318 shares; 2026Q2: 17,322 shares 17,322 $1.71M 0.05% -1,996 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 5,885 shares; 2025Q1: 6,515 shares; 2025Q2: 6,555 shares; 2025Q3: 6,591 shares; 2025Q4: 6,894 shares; 2026Q1: 6,983 shares; 2026Q2: 6,879 shares 6,879 $1.69M 0.05% -104 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,353 shares; 2025Q3: 18,804 shares; 2025Q4: 24,535 shares; 2026Q1: 29,921 shares; 2026Q2: 28,249 shares 28,249 $1.68M 0.05% -1,672 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 1,215 shares; 2025Q2: 1,323 shares; 2025Q3: 1,461 shares; 2025Q4: 1,519 shares; 2026Q1: 1,592 shares; 2026Q2: 2,107 shares 2,107 $1.67M 0.05% +515 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,873 shares; 2024Q4: 10,119 shares; 2025Q1: 10,891 shares; 2025Q2: 10,436 shares; 2025Q3: 12,172 shares; 2025Q4: 12,777 shares; 2026Q1: 10,907 shares; 2026Q2: 16,643 shares 16,643 $1.66M 0.05% +5,736 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 2,922 shares; 2025Q2: 8,991 shares; 2025Q3: 10,108 shares; 2025Q4: 10,188 shares; 2026Q1: 10,143 shares; 2026Q2: 10,979 shares 10,979 $1.65M 0.05% +836 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,467 shares; 2024Q4: 8,450 shares; 2025Q1: 8,881 shares; 2025Q2: 8,805 shares; 2025Q3: 10,958 shares; 2025Q4: 10,781 shares; 2026Q1: 10,560 shares; 2026Q2: 10,537 shares 10,537 $1.65M 0.05% -23 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 4,750 shares; 2025Q1: 4,753 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 4,534 shares; 2026Q1: 4,567 shares; 2026Q2: 4,411 shares 4,411 $1.63M 0.05% -156 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,034 shares; 2024Q4: 60,044 shares; 2025Q1: 66,449 shares; 2025Q2: 68,357 shares; 2025Q3: 69,624 shares; 2025Q4: 74,117 shares; 2026Q1: 75,729 shares; 2026Q2: 78,730 shares 78,730 $1.63M 0.05% +3,001 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,292 shares; 2024Q4: 38,669 shares; 2025Q1: 35,355 shares; 2025Q2: 35,856 shares; 2025Q3: 35,632 shares; 2025Q4: 34,868 shares; 2026Q1: 34,205 shares; 2026Q2: 32,122 shares 32,122 $1.62M 0.05% -2,083 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,041 shares; 2024Q4: 3,508 shares; 2025Q1: 3,292 shares; 2025Q2: 3,314 shares; 2025Q3: 3,269 shares; 2025Q4: 3,325 shares; 2026Q1: 3,775 shares; 2026Q2: 4,702 shares 4,702 $1.6M 0.05% +927 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,644 shares; 2024Q4: 12,340 shares; 2025Q1: 12,106 shares; 2025Q2: 12,208 shares; 2025Q3: 12,536 shares; 2025Q4: 12,197 shares; 2026Q1: 12,811 shares; 2026Q2: 12,829 shares 12,829 $1.6M 0.05% +18 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,018 shares; 2025Q3: 3,065 shares; 2025Q4: 8,866 shares; 2026Q1: 12,109 shares; 2026Q2: 16,040 shares 16,040 $1.6M 0.05% +3,931 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,423 shares; 2024Q4: 10,858 shares; 2025Q1: 12,421 shares; 2025Q2: 12,197 shares; 2025Q3: 12,108 shares; 2025Q4: 12,304 shares; 2026Q1: 13,486 shares; 2026Q2: 28,387 shares 28,387 $1.59M 0.05% +14,901 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,881 shares; 2024Q4: 18,069 shares; 2025Q1: 18,328 shares; 2025Q2: 18,621 shares; 2025Q3: 20,396 shares; 2025Q4: 20,874 shares; 2026Q1: 17,134 shares; 2026Q2: 17,366 shares 17,366 $1.58M 0.05% +232 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,657 shares; 2026Q1: 30,143 shares; 2026Q2: 53,902 shares 53,902 $1.58M 0.05% +23,759 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 3,712 shares; 2025Q2: 4,091 shares; 2025Q3: 4,290 shares; 2025Q4: 4,762 shares; 2026Q1: 4,854 shares; 2026Q2: 4,968 shares 4,968 $1.58M 0.05% +114 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 694 shares 694 $1.58M 0.05% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 4,954 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 5,086 shares; 2025Q4: 6,657 shares; 2026Q1: 8,386 shares; 2026Q2: 8,516 shares 8,516 $1.58M 0.05% +130 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,929 shares; 2024Q4: 9,105 shares; 2025Q1: 18,976 shares; 2025Q2: 23,962 shares; 2025Q3: 20,962 shares; 2025Q4: 13,456 shares; 2026Q1: 27,792 shares; 2026Q2: 18,804 shares 18,804 $1.55M 0.05% -8,988 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,516 shares; 2025Q1: 1,469 shares; 2025Q2: 1,393 shares; 2025Q3: 1,588 shares; 2025Q4: 1,571 shares; 2026Q1: 2,050 shares; 2026Q2: 2,043 shares 2,043 $1.54M 0.05% -7 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,837 shares; 2026Q1: 35,998 shares; 2026Q2: 43,882 shares 43,882 $1.54M 0.05% +7,884 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 3,982 shares; 2025Q1: 2,516 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 3,342 shares; 2026Q1: 3,292 shares; 2026Q2: 4,295 shares 4,295 $1.52M 0.05% +1,003 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,426 shares; 2024Q4: 20,053 shares; 2025Q1: 22,358 shares; 2025Q2: 24,856 shares; 2025Q3: 25,266 shares; 2025Q4: 25,759 shares; 2026Q1: 27,545 shares; 2026Q2: 27,856 shares 27,856 $1.52M 0.05% +311 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,405 shares; 2024Q4: 8,404 shares; 2025Q1: 8,361 shares; 2025Q2: 8,360 shares; 2025Q3: 8,360 shares; 2025Q4: 8,360 shares; 2026Q1: 9,175 shares; 2026Q2: 17,626 shares 17,626 $1.52M 0.05% +8,451 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,034 shares; 2024Q4: 4,986 shares; 2025Q1: 5,028 shares; 2025Q2: 5,038 shares; 2025Q3: 5,198 shares; 2025Q4: 5,940 shares; 2026Q1: 5,893 shares; 2026Q2: 6,031 shares 6,031 $1.46M 0.05% +138 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,833 shares; 2024Q4: 7,664 shares; 2025Q1: 7,965 shares; 2025Q2: 8,550 shares; 2025Q3: 8,787 shares; 2025Q4: 10,082 shares; 2026Q1: 6,145 shares; 2026Q2: 6,631 shares 6,631 $1.45M 0.04% +486 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,451 shares; 2024Q4: 14,844 shares; 2025Q1: 15,509 shares; 2025Q2: 17,122 shares; 2025Q3: 22,707 shares; 2025Q4: 23,997 shares; 2026Q1: 26,683 shares; 2026Q2: 24,834 shares 24,834 $1.43M 0.04% -1,849 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,527 shares; 2024Q4: 109,516 shares; 2025Q1: 110,296 shares; 2025Q2: 116,677 shares; 2025Q3: 107,794 shares; 2025Q4: 75,525 shares; 2026Q1: 71,859 shares; 2026Q2: 74,768 shares 74,768 $1.43M 0.04% +2,909 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,313 shares; 2025Q1: 16,528 shares; 2025Q2: 20,692 shares; 2025Q3: 20,842 shares; 2025Q4: 20,842 shares; 2026Q1: 22,042 shares; 2026Q2: 21,742 shares 21,742 $1.43M 0.04% -300 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,196 shares; 2024Q4: 19,141 shares; 2025Q1: 20,067 shares; 2025Q2: 23,306 shares; 2025Q3: 24,967 shares; 2025Q4: 26,019 shares; 2026Q1: 26,643 shares; 2026Q2: 25,250 shares 25,250 $1.43M 0.04% -1,393 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 767 shares; 2025Q3: 941 shares; 2025Q4: 1,303 shares; 2026Q1: 1,304 shares; 2026Q2: 1,257 shares 1,257 $1.42M 0.04% -47 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,132 shares; 2026Q2: 33,131 shares 33,131 $1.42M 0.04% +999 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,558 shares; 2024Q4: 25,562 shares; 2025Q1: 29,350 shares; 2025Q2: 31,429 shares; 2025Q3: 29,846 shares; 2025Q4: 29,519 shares; 2026Q1: 29,571 shares; 2026Q2: 29,401 shares 29,401 $1.4M 0.04% -170 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,207 shares; 2025Q1: 5,109 shares; 2025Q2: 6,840 shares; 2025Q3: 17,408 shares; 2025Q4: 25,173 shares; 2026Q1: 26,775 shares; 2026Q2: 41,694 shares 41,694 $1.39M 0.04% +14,919 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,403 shares; 2026Q2: 7,351 shares 7,351 $1.39M 0.04% -52 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 3,838 shares; 2025Q1: 3,440 shares; 2025Q2: 3,441 shares; 2025Q3: 2,606 shares; 2025Q4: 4,124 shares; 2026Q1: 2,784 shares; 2026Q2: 4,366 shares 4,366 $1.39M 0.04% +1,582 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,967 shares; 2024Q4: 55,245 shares; 2025Q1: 57,335 shares; 2025Q2: 57,392 shares; 2025Q3: 51,865 shares; 2025Q4: 53,168 shares; 2026Q1: 53,801 shares; 2026Q2: 52,784 shares 52,784 $1.36M 0.04% -1,017 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,806 shares; 2024Q4: 16,289 shares; 2025Q1: 14,341 shares; 2025Q2: 15,318 shares; 2025Q3: 18,310 shares; 2025Q4: 14,335 shares; 2026Q1: 14,992 shares; 2026Q2: 14,889 shares 14,889 $1.35M 0.04% -103 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,425 shares; 2025Q4: 63,865 shares; 2026Q1: 64,589 shares; 2026Q2: 59,387 shares 59,387 $1.35M 0.04% -5,202 Timeline MMKT TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,474 shares; 2026Q1: 14,920 shares; 2026Q2: 13,319 shares 13,319 $1.33M 0.04% -1,601 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,638 shares; 2024Q4: 36,180 shares; 2025Q1: 24,151 shares; 2025Q2: 23,377 shares; 2025Q3: 24,080 shares; 2025Q4: 22,704 shares; 2026Q1: 22,556 shares; 2026Q2: 22,881 shares 22,881 $1.33M 0.04% +325 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,451 shares; 2025Q3: 40,091 shares; 2025Q4: 42,304 shares; 2026Q1: 47,447 shares; 2026Q2: 52,533 shares 52,533 $1.32M 0.04% +5,086 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,149 shares; 2024Q4: 37,779 shares; 2025Q1: 29,835 shares; 2025Q2: 31,325 shares; 2025Q3: 31,388 shares; 2025Q4: 31,922 shares; 2026Q1: 30,236 shares; 2026Q2: 28,853 shares 28,853 $1.32M 0.04% -1,383 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,706 shares; 2024Q4: 15,070 shares; 2025Q1: 14,909 shares; 2025Q2: 15,283 shares; 2025Q3: 15,893 shares; 2025Q4: 15,534 shares; 2026Q1: 17,844 shares; 2026Q2: 18,396 shares 18,396 $1.32M 0.04% +552 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,256 shares; 2024Q4: 49,309 shares; 2025Q1: 71,704 shares; 2025Q2: 63,588 shares; 2025Q3: 72,308 shares; 2025Q4: 68,352 shares; 2026Q1: 64,519 shares; 2026Q2: 58,875 shares 58,875 $1.31M 0.04% -5,644 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 5,016 shares; 2025Q1: 4,952 shares; 2025Q2: 4,969 shares; 2025Q3: 5,044 shares; 2025Q4: 8,061 shares; 2026Q1: 10,390 shares; 2026Q2: 9,576 shares 9,576 $1.31M 0.04% -814 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,006 shares; 2024Q4: 11,756 shares; 2025Q1: 11,756 shares; 2025Q2: 11,752 shares; 2025Q3: 11,464 shares; 2025Q4: 11,497 shares; 2026Q1: 11,434 shares; 2026Q2: 11,288 shares 11,288 $1.3M 0.04% -146 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,100 shares; 2024Q4: 16,472 shares; 2025Q1: 17,619 shares; 2025Q2: 17,167 shares; 2025Q3: 15,756 shares; 2025Q4: 15,902 shares; 2026Q1: 14,965 shares; 2026Q2: 13,435 shares 13,435 $1.29M 0.04% -1,530 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,713 shares; 2024Q4: 28,419 shares; 2025Q1: 33,792 shares; 2025Q2: 38,483 shares; 2025Q3: 41,413 shares; 2025Q4: 44,799 shares; 2026Q1: 45,066 shares; 2026Q2: 46,138 shares 46,138 $1.28M 0.04% +1,072 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,901 shares; 2025Q2: 6,901 shares; 2025Q3: 6,484 shares; 2025Q4: 6,484 shares; 2026Q1: 6,081 shares; 2026Q2: 6,081 shares 6,081 $1.27M 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,063 shares; 2024Q4: 4,073 shares; 2025Q1: 3,811 shares; 2025Q2: 3,719 shares; 2025Q3: 3,594 shares; 2025Q4: 3,674 shares; 2026Q1: 3,755 shares; 2026Q2: 3,590 shares 3,590 $1.27M 0.04% -165 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,951 shares; 2024Q4: 40,108 shares; 2025Q1: 51,880 shares; 2025Q2: 66,990 shares; 2025Q3: 79,707 shares; 2025Q4: not reported; 2026Q1: 10,600 shares; 2026Q2: 50,100 shares 50,100 $1.27M 0.04% +39,500 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,782 shares; 2024Q4: 214,063 shares; 2025Q1: 227,667 shares; 2025Q2: 158,839 shares; 2025Q3: 26,428 shares; 2025Q4: 21,996 shares; 2026Q1: 25,193 shares; 2026Q2: 20,287 shares 20,287 $1.26M 0.04% -4,906 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 2,023 shares; 2025Q1: 3,027 shares; 2025Q2: 2,931 shares; 2025Q3: 2,202 shares; 2025Q4: 2,603 shares; 2026Q1: 1,455 shares; 2026Q2: 2,429 shares 2,429 $1.26M 0.04% +974 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 3,455 shares; 2025Q1: 3,443 shares; 2025Q2: 3,450 shares; 2025Q3: 7,537 shares; 2025Q4: 7,468 shares; 2026Q1: 7,497 shares; 2026Q2: 7,553 shares 7,553 $1.24M 0.04% +56 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,871 shares; 2024Q4: 49,761 shares; 2025Q1: 57,296 shares; 2025Q2: 63,635 shares; 2025Q3: 67,455 shares; 2025Q4: 72,019 shares; 2026Q1: 74,893 shares; 2026Q2: 79,209 shares 79,209 $1.23M 0.04% +4,316 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,585 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 6,467 shares; 2025Q3: 8,670 shares; 2025Q4: 7,808 shares; 2026Q1: 7,735 shares; 2026Q2: 5,906 shares 5,906 $1.22M 0.04% -1,829 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,297 shares; 2025Q4: 30,339 shares; 2026Q1: 37,342 shares; 2026Q2: 62,977 shares 62,977 $1.22M 0.04% +25,635 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,555 shares; 2025Q4: 15,588 shares; 2026Q1: 17,775 shares; 2026Q2: 20,178 shares 20,178 $1.2M 0.04% +2,403 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,341 shares; 2024Q4: 8,747 shares; 2025Q1: 7,181 shares; 2025Q2: 6,476 shares; 2025Q3: 5,379 shares; 2025Q4: 5,384 shares; 2026Q1: 5,406 shares; 2026Q2: 5,410 shares 5,410 $1.2M 0.04% +4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,975 shares; 2024Q4: 11,690 shares; 2025Q1: 10,915 shares; 2025Q2: 10,200 shares; 2025Q3: 9,415 shares; 2025Q4: 9,605 shares; 2026Q1: 11,042 shares; 2026Q2: 11,604 shares 11,604 $1.2M 0.04% +562 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,996 shares; 2024Q4: 21,562 shares; 2025Q1: 21,656 shares; 2025Q2: 21,421 shares; 2025Q3: 20,278 shares; 2025Q4: 20,888 shares; 2026Q1: 21,926 shares; 2026Q2: 21,548 shares 21,548 $1.2M 0.04% -378 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 143 shares; 2025Q1: 145 shares; 2025Q2: 178 shares; 2025Q3: 179 shares; 2025Q4: 507 shares; 2026Q1: 545 shares; 2026Q2: 705 shares 705 $1.2M 0.04% +160 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 5,375 shares; 2025Q3: 11,725 shares; 2025Q4: 11,725 shares; 2026Q1: 11,725 shares; 2026Q2: 11,725 shares 11,725 $1.18M 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,111 shares; 2024Q4: 9,914 shares; 2025Q1: 8,947 shares; 2025Q2: 5,663 shares; 2025Q3: 4,366 shares; 2025Q4: 4,684 shares; 2026Q1: 4,544 shares; 2026Q2: 4,574 shares 4,574 $1.17M 0.04% +30 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,842 shares; 2024Q4: 85,238 shares; 2025Q1: 80,370 shares; 2025Q2: 74,853 shares; 2025Q3: 70,774 shares; 2025Q4: 71,874 shares; 2026Q1: 80,335 shares; 2026Q2: 84,054 shares 84,054 $1.17M 0.04% +3,719 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,090 shares; 2024Q4: 7,792 shares; 2025Q1: 6,961 shares; 2025Q2: 6,064 shares; 2025Q3: 5,411 shares; 2025Q4: 5,401 shares; 2026Q1: 5,556 shares; 2026Q2: 5,817 shares 5,817 $1.16M 0.04% +261 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,846 shares; 2024Q4: 4,847 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,867 shares; 2025Q4: 4,708 shares; 2026Q1: 4,550 shares; 2026Q2: 3,335 shares 3,335 $1.15M 0.04% -1,215 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,893 shares; 2024Q4: 15,304 shares; 2025Q1: 14,417 shares; 2025Q2: 14,860 shares; 2025Q3: 15,798 shares; 2025Q4: 14,429 shares; 2026Q1: 14,621 shares; 2026Q2: 14,391 shares 14,391 $1.14M 0.04% -230 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 867 shares; 2026Q1: 1,118 shares; 2026Q2: 1,357 shares 1,357 $1.13M 0.03% +239 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,206 shares; 2024Q4: 5,208 shares; 2025Q1: 6,090 shares; 2025Q2: 6,090 shares; 2025Q3: 6,339 shares; 2025Q4: 6,349 shares; 2026Q1: 6,340 shares; 2026Q2: 6,811 shares 6,811 $1.11M 0.03% +471 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,677 shares; 2024Q4: 13,471 shares; 2025Q1: 11,638 shares; 2025Q2: 9,917 shares; 2025Q3: 9,771 shares; 2025Q4: 9,688 shares; 2026Q1: 9,393 shares; 2026Q2: 8,886 shares 8,886 $1.11M 0.03% -507 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,504 shares; 2026Q1: 9,055 shares; 2026Q2: 12,432 shares 12,432 $1.1M 0.03% +3,377 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: 346 shares; 2025Q1: 432 shares; 2025Q2: 407 shares; 2025Q3: 491 shares; 2025Q4: 770 shares; 2026Q1: 833 shares; 2026Q2: 804 shares 804 $1.09M 0.03% -29 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,771 shares; 2024Q4: 8,989 shares; 2025Q1: 8,722 shares; 2025Q2: 8,347 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares; 2026Q1: 4,997 shares; 2026Q2: 4,586 shares 4,586 $1.09M 0.03% -411 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: 2,755 shares; 2025Q1: 3,132 shares; 2025Q2: 3,284 shares; 2025Q3: 3,461 shares; 2025Q4: 3,799 shares; 2026Q1: 3,703 shares; 2026Q2: 4,882 shares 4,882 $1.09M 0.03% +1,179 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 4,851 shares; 2025Q1: 4,784 shares; 2025Q2: 4,728 shares; 2025Q3: 1,945 shares; 2025Q4: 53,155 shares; 2026Q1: 45,040 shares; 2026Q2: 22,115 shares 22,115 $1.08M 0.03% -22,925 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,728 shares; 2025Q4: 13,382 shares; 2026Q1: 13,169 shares; 2026Q2: 13,414 shares 13,414 $1.07M 0.03% +245 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,607 shares; 2024Q4: 5,063 shares; 2025Q1: 5,052 shares; 2025Q2: 5,148 shares; 2025Q3: 5,152 shares; 2025Q4: 5,411 shares; 2026Q1: 5,505 shares; 2026Q2: 5,612 shares 5,612 $1.06M 0.03% +107 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,150 shares; 2026Q2: 40,379 shares 40,379 $1.05M 0.03% -2,771 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,733 shares; 2024Q4: 7,800 shares; 2025Q1: 7,607 shares; 2025Q2: 7,697 shares; 2025Q3: 7,003 shares; 2025Q4: 6,410 shares; 2026Q1: 6,800 shares; 2026Q2: 6,397 shares 6,397 $1.04M 0.03% -403 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,910 shares; 2024Q4: 24,226 shares; 2025Q1: 20,884 shares; 2025Q2: 14,258 shares; 2025Q3: 9,426 shares; 2025Q4: 13,477 shares; 2026Q1: 22,464 shares; 2026Q2: 33,805 shares 33,805 $1.03M 0.03% +11,341 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,225 shares; 2026Q2: 13,734 shares 13,734 $1.03M 0.03% +3,509 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,002 shares; 2024Q4: 9,303 shares; 2025Q1: 9,265 shares; 2025Q2: 9,266 shares; 2025Q3: 9,961 shares; 2025Q4: 19,138 shares; 2026Q1: 20,379 shares; 2026Q2: 20,296 shares 20,296 $1.03M 0.03% -83 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,520 shares; 2025Q2: 25,661 shares; 2025Q3: 27,661 shares; 2025Q4: 28,173 shares; 2026Q1: 36,010 shares; 2026Q2: 37,301 shares 37,301 $1.02M 0.03% +1,291 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,313 shares; 2024Q4: 10,460 shares; 2025Q1: 10,841 shares; 2025Q2: 10,819 shares; 2025Q3: 10,441 shares; 2025Q4: 10,447 shares; 2026Q1: 10,489 shares; 2026Q2: 10,709 shares 10,709 $1.02M 0.03% +220 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 165,530 shares; 2025Q1: 218,024 shares; 2025Q2: 231,591 shares; 2025Q3: 232,178 shares; 2025Q4: 208,253 shares; 2026Q1: 10,703 shares; 2026Q2: 10,168 shares 10,168 $1.02M 0.03% -535 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,472 shares; 2026Q1: 8,544 shares; 2026Q2: 19,052 shares 19,052 $1.02M 0.03% +10,508 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,551 shares; 2024Q4: 29,455 shares; 2025Q1: 28,746 shares; 2025Q2: 27,136 shares; 2025Q3: 26,817 shares; 2025Q4: 26,851 shares; 2026Q1: 27,080 shares; 2026Q2: 27,488 shares 27,488 $1.02M 0.03% +408 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,845 shares; 2026Q1: 1,989 shares; 2026Q2: 2,077 shares 2,077 $1M 0.03% +88 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,334 shares; 2026Q2: 11,199 shares 11,199 $997K 0.03% +3,865 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,300 shares; 2024Q4: 23,085 shares; 2025Q1: 22,870 shares; 2025Q2: 22,370 shares; 2025Q3: 22,398 shares; 2025Q4: 22,789 shares; 2026Q1: 22,470 shares; 2026Q2: 21,845 shares 21,845 $994K 0.03% -625 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,814 shares; 2024Q4: 4,742 shares; 2025Q1: 5,122 shares; 2025Q2: 4,999 shares; 2025Q3: 4,812 shares; 2025Q4: 4,806 shares; 2026Q1: 4,895 shares; 2026Q2: 4,010 shares 4,010 $987K 0.03% -885 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,193 shares; 2026Q2: 31,114 shares 31,114 $983K 0.03% -79 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 451 shares; 2025Q1: 471 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 545 shares; 2026Q1: 387 shares; 2026Q2: 5,502 shares 5,502 $981K 0.03% +5,115 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,335 shares; 2025Q2: 8,730 shares; 2025Q3: 8,758 shares; 2025Q4: 8,926 shares; 2026Q1: 39,897 shares; 2026Q2: 40,211 shares 40,211 $971K 0.03% +314 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,374 shares; 2024Q4: 15,457 shares; 2025Q1: 17,355 shares; 2025Q2: 17,419 shares; 2025Q3: 17,124 shares; 2025Q4: 17,734 shares; 2026Q1: 17,747 shares; 2026Q2: 17,839 shares 17,839 $961K 0.03% +92 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 7,355 shares; 2025Q4: 7,878 shares; 2026Q1: 8,193 shares; 2026Q2: 8,547 shares 8,547 $960K 0.03% +354 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 3,020 shares; 2025Q1: 2,920 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,319 shares; 2026Q1: 3,301 shares; 2026Q2: 3,371 shares 3,371 $957K 0.03% +70 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,862 shares; 2024Q4: 13,561 shares; 2025Q1: 13,514 shares; 2025Q2: 8,518 shares; 2025Q3: 8,449 shares; 2025Q4: 14,407 shares; 2026Q1: 15,081 shares; 2026Q2: 13,147 shares 13,147 $949K 0.03% -1,934 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,758 shares; 2026Q1: 28,356 shares; 2026Q2: 35,445 shares 35,445 $948K 0.03% +7,089 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,729 shares; 2024Q4: 6,597 shares; 2025Q1: 6,065 shares; 2025Q2: 6,052 shares; 2025Q3: 5,782 shares; 2025Q4: 5,872 shares; 2026Q1: 5,751 shares; 2026Q2: 5,708 shares 5,708 $934K 0.03% -43 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,943 shares; 2024Q4: 15,719 shares; 2025Q1: 14,673 shares; 2025Q2: 13,670 shares; 2025Q3: 11,486 shares; 2025Q4: 10,731 shares; 2026Q1: 9,917 shares; 2026Q2: 11,208 shares 11,208 $924K 0.03% +1,291 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 631 shares; 2025Q2: 563 shares; 2025Q3: 2,199 shares; 2025Q4: 1,760 shares; 2026Q1: 1,677 shares; 2026Q2: 1,876 shares 1,876 $921K 0.03% +199 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,420 shares; 2024Q4: 35,584 shares; 2025Q1: 33,632 shares; 2025Q2: 33,632 shares; 2025Q3: 38,953 shares; 2025Q4: 38,953 shares; 2026Q1: 38,953 shares; 2026Q2: 38,953 shares 38,953 $921K 0.03% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,858 shares; 2024Q4: 2,868 shares; 2025Q1: not reported; 2025Q2: 10,652 shares; 2025Q3: 7,754 shares; 2025Q4: 7,748 shares; 2026Q1: 7,748 shares; 2026Q2: 9,426 shares 9,426 $920K 0.03% +1,678 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 1,040 shares; 2026Q1: 1,098 shares; 2026Q2: 1,085 shares 1,085 $911K 0.03% -13 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,008 shares; 2024Q4: 7,895 shares; 2025Q1: 7,595 shares; 2025Q2: 7,175 shares; 2025Q3: 6,985 shares; 2025Q4: 6,790 shares; 2026Q1: 6,696 shares; 2026Q2: 6,606 shares 6,606 $909K 0.03% -90 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,873 shares 11,873 $904K 0.03% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,474 shares; 2024Q4: 34,488 shares; 2025Q1: 32,532 shares; 2025Q2: 32,532 shares; 2025Q3: 37,846 shares; 2025Q4: 37,846 shares; 2026Q1: 37,846 shares; 2026Q2: 37,846 shares 37,846 $891K 0.03% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,373 shares; 2026Q2: 29,637 shares 29,637 $889K 0.03% +264 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,283 shares; 2024Q4: 10,313 shares; 2025Q1: 10,995 shares; 2025Q2: 10,716 shares; 2025Q3: 10,635 shares; 2025Q4: 11,358 shares; 2026Q1: 10,879 shares; 2026Q2: 11,462 shares 11,462 $889K 0.03% +583 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,220 shares; 2025Q3: 21,358 shares; 2025Q4: 18,888 shares; 2026Q1: 6,603 shares; 2026Q2: 8,739 shares 8,739 $888K 0.03% +2,136 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,238 shares; 2025Q4: 4,780 shares; 2026Q1: 4,988 shares; 2026Q2: 5,044 shares 5,044 $879K 0.03% +56 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 162 shares; 2025Q3: 136 shares; 2025Q4: 183 shares; 2026Q1: 148 shares; 2026Q2: 273 shares 273 $874K 0.03% +125 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,621 shares; 2024Q4: 6,807 shares; 2025Q1: 6,710 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,681 shares; 2026Q1: 6,313 shares; 2026Q2: 5,450 shares 5,450 $871K 0.03% -863 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,370 shares; 2025Q3: 23,855 shares; 2025Q4: 23,855 shares; 2026Q1: 23,855 shares; 2026Q2: 23,855 shares 23,855 $868K 0.03% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,828 shares; 2026Q1: 16,147 shares; 2026Q2: 21,685 shares 21,685 $868K 0.03% +5,538 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,552 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares; 2026Q2: 3,498 shares 3,498 $867K 0.03% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,985 shares; 2024Q4: 22,143 shares; 2025Q1: 20,315 shares; 2025Q2: 15,164 shares; 2025Q3: 15,734 shares; 2025Q4: 11,267 shares; 2026Q1: 11,503 shares; 2026Q2: 11,208 shares 11,208 $860K 0.03% -295 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,550 shares; 2026Q1: 147,875 shares; 2026Q2: 182,475 shares 182,475 $859K 0.03% +34,600 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,838 shares; 2024Q4: 2,993 shares; 2025Q1: 2,985 shares; 2025Q2: 3,015 shares; 2025Q3: 3,033 shares; 2025Q4: 3,133 shares; 2026Q1: 3,022 shares; 2026Q2: 3,084 shares 3,084 $859K 0.03% +62 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,539 shares; 2024Q4: 7,816 shares; 2025Q1: 11,684 shares; 2025Q2: 11,193 shares; 2025Q3: 10,222 shares; 2025Q4: 10,521 shares; 2026Q1: 11,291 shares; 2026Q2: 10,891 shares 10,891 $852K 0.03% -400 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,195 shares 31,195 $852K 0.03% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,759 shares 1,759 $850K 0.03% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,864 shares; 2025Q1: 7,665 shares; 2025Q2: 7,341 shares; 2025Q3: 7,334 shares; 2025Q4: 7,908 shares; 2026Q1: 7,089 shares; 2026Q2: 6,976 shares 6,976 $846K 0.03% -113 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,468 shares; 2024Q4: 5,883 shares; 2025Q1: 6,034 shares; 2025Q2: 6,036 shares; 2025Q3: 6,194 shares; 2025Q4: 6,194 shares; 2026Q1: 6,136 shares; 2026Q2: 5,932 shares 5,932 $845K 0.03% -204 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,688 shares; 2024Q4: 3,897 shares; 2025Q1: 2,136 shares; 2025Q2: 2,170 shares; 2025Q3: 3,363 shares; 2025Q4: 5,356 shares; 2026Q1: 6,041 shares; 2026Q2: 6,224 shares 6,224 $843K 0.03% +183 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,900 shares; 2024Q4: 13,211 shares; 2025Q1: 12,439 shares; 2025Q2: 12,508 shares; 2025Q3: 11,587 shares; 2025Q4: 11,791 shares; 2026Q1: 11,610 shares; 2026Q2: 16,043 shares 16,043 $843K 0.03% +4,433 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,408 shares; 2026Q1: 3,753 shares; 2026Q2: 5,427 shares 5,427 $839K 0.03% +1,674 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,631 shares; 2024Q4: 11,240 shares; 2025Q1: 10,952 shares; 2025Q2: 9,919 shares; 2025Q3: 9,457 shares; 2025Q4: 11,484 shares; 2026Q1: 11,783 shares; 2026Q2: 11,058 shares 11,058 $835K 0.03% -725 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; 2024Q3: 1,720 shares; 2024Q4: 1,786 shares; 2025Q1: 2,048 shares; 2025Q2: 2,468 shares; 2025Q3: 2,759 shares; 2025Q4: 3,072 shares; 2026Q1: 3,268 shares; 2026Q2: 3,498 shares 3,498 $832K 0.03% +230 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,913 shares; 2024Q4: 43,629 shares; 2025Q1: 14,191 shares; 2025Q2: 16,152 shares; 2025Q3: 16,253 shares; 2025Q4: 15,260 shares; 2026Q1: 10,251 shares; 2026Q2: 10,061 shares 10,061 $826K 0.03% -190 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,450 shares; 2024Q4: 99,800 shares; 2025Q1: 102,400 shares; 2025Q2: 80,150 shares; 2025Q3: 78,050 shares; 2025Q4: 63,077 shares; 2026Q1: 88,250 shares; 2026Q2: 139,111 shares 139,111 $818K 0.03% +50,861 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,633 shares; 2024Q4: 3,670 shares; 2025Q1: 3,447 shares; 2025Q2: 3,472 shares; 2025Q3: 3,044 shares; 2025Q4: 3,073 shares; 2026Q1: 2,906 shares; 2026Q2: 2,955 shares 2,955 $815K 0.03% +49 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,257 shares; 2024Q4: 28,996 shares; 2025Q1: 29,008 shares; 2025Q2: 29,106 shares; 2025Q3: 28,152 shares; 2025Q4: 26,854 shares; 2026Q1: 26,964 shares; 2026Q2: 26,377 shares 26,377 $814K 0.03% -587 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 644 shares; 2026Q2: 1,129 shares 1,129 $813K 0.03% +485 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,426 shares; 2024Q4: 317,564 shares; 2025Q1: 319,471 shares; 2025Q2: 281,103 shares; 2025Q3: 20,160 shares; 2025Q4: 19,293 shares; 2026Q1: 18,910 shares; 2026Q2: 17,310 shares 17,310 $812K 0.03% -1,600 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,808 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 7,901 shares; 2025Q4: 8,346 shares; 2026Q1: 10,547 shares; 2026Q2: 10,547 shares 10,547 $803K 0.02% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,329 shares; 2024Q4: 5,256 shares; 2025Q1: 5,075 shares; 2025Q2: 4,969 shares; 2025Q3: 5,105 shares; 2025Q4: 4,918 shares; 2026Q1: 4,799 shares; 2026Q2: 4,803 shares 4,803 $800K 0.02% +4 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746 shares; 2026Q2: 931 shares 931 $799K 0.02% +185 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,688 shares; 2024Q4: 12,046 shares; 2025Q1: 11,938 shares; 2025Q2: 6,440 shares; 2025Q3: 5,685 shares; 2025Q4: 7,155 shares; 2026Q1: 6,761 shares; 2026Q2: 8,451 shares 8,451 $789K 0.02% +1,690 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: 6,023 shares; 2025Q1: 5,925 shares; 2025Q2: 5,888 shares; 2025Q3: 5,759 shares; 2025Q4: 7,199 shares; 2026Q1: 9,037 shares; 2026Q2: 8,205 shares 8,205 $789K 0.02% -832 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,325 shares; 2024Q4: 1,591 shares; 2025Q1: 1,675 shares; 2025Q2: 1,798 shares; 2025Q3: 2,262 shares; 2025Q4: 2,691 shares; 2026Q1: 3,026 shares; 2026Q2: 3,250 shares 3,250 $777K 0.02% +224 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,081 shares; 2024Q4: 8,226 shares; 2025Q1: 7,677 shares; 2025Q2: 4,745 shares; 2025Q3: 4,555 shares; 2025Q4: 4,463 shares; 2026Q1: 4,362 shares; 2026Q2: 4,292 shares 4,292 $767K 0.02% -70 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,758 shares; 2024Q4: 2,809 shares; 2025Q1: 2,771 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,818 shares; 2026Q1: 2,811 shares; 2026Q2: 2,827 shares 2,827 $764K 0.02% +16 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,591 shares; 2024Q4: 14,636 shares; 2025Q1: 13,866 shares; 2025Q2: 16,451 shares; 2025Q3: 15,428 shares; 2025Q4: 15,640 shares; 2026Q1: 15,250 shares; 2026Q2: 15,172 shares 15,172 $762K 0.02% -78 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,704 shares; 2024Q4: 4,642 shares; 2025Q1: 4,343 shares; 2025Q2: 4,576 shares; 2025Q3: 4,536 shares; 2025Q4: 4,476 shares; 2026Q1: 4,151 shares; 2026Q2: 3,957 shares 3,957 $753K 0.02% -194 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,840 shares; 2024Q4: 84,840 shares; 2025Q1: 82,335 shares; 2025Q2: 87,115 shares; 2025Q3: 109,365 shares; 2025Q4: 113,565 shares; 2026Q1: 133,065 shares; 2026Q2: 132,256 shares 132,256 $751K 0.02% -809 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,665 shares; 2024Q4: 278,458 shares; 2025Q1: 313,291 shares; 2025Q2: 310,549 shares; 2025Q3: 328,439 shares; 2025Q4: 129,822 shares; 2026Q1: 88,224 shares; 2026Q2: 79,077 shares 79,077 $750K 0.02% -9,147 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,687 shares; 2026Q1: 15,291 shares; 2026Q2: 13,190 shares 13,190 $749K 0.02% -2,101 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,737 shares; 2024Q4: 2,507 shares; 2025Q1: 2,502 shares; 2025Q2: 2,610 shares; 2025Q3: 2,285 shares; 2025Q4: 2,319 shares; 2026Q1: 2,210 shares; 2026Q2: 2,503 shares 2,503 $749K 0.02% +293 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,321 shares; 2024Q4: 3,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,682 shares; 2025Q4: 3,176 shares; 2026Q1: 4,478 shares; 2026Q2: 8,201 shares 8,201 $745K 0.02% +3,723 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,510 shares; 2024Q4: 6,510 shares; 2025Q1: 5,510 shares; 2025Q2: 5,510 shares; 2025Q3: 5,510 shares; 2025Q4: 5,036 shares; 2026Q1: 8,303 shares; 2026Q2: 7,574 shares 7,574 $744K 0.02% -729 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,296 shares 3,296 $738K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,913 shares; 2024Q4: 11,953 shares; 2025Q1: 9,782 shares; 2025Q2: 9,396 shares; 2025Q3: 8,842 shares; 2025Q4: 8,417 shares; 2026Q1: 8,167 shares; 2026Q2: 8,012 shares 8,012 $734K 0.02% -155 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,296 shares 3,296 $729K 0.02% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,875 shares; 2025Q4: 4,202 shares; 2026Q1: 7,624 shares; 2026Q2: 9,433 shares 9,433 $726K 0.02% +1,809 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 2,103 shares; 2025Q3: 2,636 shares; 2025Q4: 3,037 shares; 2026Q1: 2,897 shares; 2026Q2: 3,027 shares 3,027 $719K 0.02% +130 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,482 shares; 2024Q4: 5,510 shares; 2025Q1: 5,600 shares; 2025Q2: 5,240 shares; 2025Q3: 5,233 shares; 2025Q4: 4,787 shares; 2026Q1: 4,757 shares; 2026Q2: 4,725 shares 4,725 $719K 0.02% -32 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 5,192 shares; 2025Q1: 5,150 shares; 2025Q2: 4,840 shares; 2025Q3: 5,421 shares; 2025Q4: 5,585 shares; 2026Q1: 5,507 shares; 2026Q2: 5,331 shares 5,331 $718K 0.02% -176 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 28,257 shares; 2025Q4: 35,150 shares; 2026Q1: 30,902 shares; 2026Q2: 35,742 shares 35,742 $717K 0.02% +4,840 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 2,920 shares; 2025Q3: 2,911 shares; 2025Q4: 3,368 shares; 2026Q1: 6,333 shares; 2026Q2: 6,688 shares 6,688 $717K 0.02% +355 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 625 shares; 2025Q1: 740 shares; 2025Q2: 959 shares; 2025Q3: 1,118 shares; 2025Q4: 1,214 shares; 2026Q1: 1,377 shares; 2026Q2: 1,579 shares 1,579 $715K 0.02% +202 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,475 shares; 2024Q4: 3,260 shares; 2025Q1: 5,801 shares; 2025Q2: 5,742 shares; 2025Q3: 5,747 shares; 2025Q4: 6,100 shares; 2026Q1: 5,589 shares; 2026Q2: 5,593 shares 5,593 $713K 0.02% +4 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: 3,276 shares; 2025Q1: 3,353 shares; 2025Q2: 3,353 shares; 2025Q3: 3,352 shares; 2025Q4: 3,352 shares; 2026Q1: 3,352 shares; 2026Q2: 3,348 shares 3,348 $710K 0.02% -4 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,902 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: 3,184 shares; 2025Q3: 4,093 shares; 2025Q4: 4,153 shares; 2026Q1: 4,093 shares; 2026Q2: 3,617 shares 3,617 $708K 0.02% -476 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $707K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 5,317 shares; 2025Q1: 6,307 shares; 2025Q2: 6,681 shares; 2025Q3: 6,111 shares; 2025Q4: 6,008 shares; 2026Q1: 6,030 shares; 2026Q2: 6,757 shares 6,757 $702K 0.02% +727 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; 2024Q3: 9,398 shares; 2024Q4: 9,036 shares; 2025Q1: 8,150 shares; 2025Q2: 7,600 shares; 2025Q3: 8,108 shares; 2025Q4: 8,092 shares; 2026Q1: 8,717 shares; 2026Q2: 8,918 shares 8,918 $692K 0.02% +201 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,196 shares 34,196 $692K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,336 shares; 2025Q1: 5,898 shares; 2025Q2: 5,886 shares; 2025Q3: 5,794 shares; 2025Q4: 7,244 shares; 2026Q1: 6,607 shares; 2026Q2: 7,444 shares 7,444 $690K 0.02% +837 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,338 shares; 2024Q4: 7,624 shares; 2025Q1: 11,171 shares; 2025Q2: 13,312 shares; 2025Q3: 5,472 shares; 2025Q4: 5,327 shares; 2026Q1: 5,109 shares; 2026Q2: 4,491 shares 4,491 $690K 0.02% -618 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,038 shares; 2024Q4: 20,405 shares; 2025Q1: 20,385 shares; 2025Q2: 21,155 shares; 2025Q3: 20,730 shares; 2025Q4: 21,165 shares; 2026Q1: 18,812 shares; 2026Q2: 13,449 shares 13,449 $687K 0.02% -5,363 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,876 shares; 2024Q4: 40,276 shares; 2025Q1: 48,476 shares; 2025Q2: 48,776 shares; 2025Q3: 7,776 shares; 2025Q4: 7,676 shares; 2026Q1: 7,476 shares; 2026Q2: 6,511 shares 6,511 $683K 0.02% -965 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,873 shares; 2025Q1: 1,898 shares; 2025Q2: 1,899 shares; 2025Q3: 4,935 shares; 2025Q4: 4,925 shares; 2026Q1: 4,630 shares; 2026Q2: 4,618 shares 4,618 $682K 0.02% -12 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,151 shares; 2024Q4: 4,392 shares; 2025Q1: 5,325 shares; 2025Q2: 7,747 shares; 2025Q3: 4,437 shares; 2025Q4: 17,189 shares; 2026Q1: 10,019 shares; 2026Q2: 6,822 shares 6,822 $677K 0.02% -3,197 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,308 shares; 2024Q4: 6,255 shares; 2025Q1: 6,115 shares; 2025Q2: 6,108 shares; 2025Q3: 6,105 shares; 2025Q4: 6,143 shares; 2026Q1: 5,779 shares; 2026Q2: 6,991 shares 6,991 $674K 0.02% +1,212 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $673K 0.02% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,088 shares; 2025Q4: 45,203 shares; 2026Q1: 14,748 shares; 2026Q2: 13,352 shares 13,352 $669K 0.02% -1,396 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,003 shares; 2025Q1: 6,254 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares; 2026Q2: 1,668 shares 1,668 $658K 0.02% +318 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,342 shares; 2024Q4: 5,438 shares; 2025Q1: 5,580 shares; 2025Q2: 5,443 shares; 2025Q3: 5,437 shares; 2025Q4: 12,980 shares; 2026Q1: 12,828 shares; 2026Q2: 10,587 shares 10,587 $656K 0.02% -2,241 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: 1,769 shares; 2025Q1: 1,768 shares; 2025Q2: 1,773 shares; 2025Q3: 2,273 shares; 2025Q4: 2,274 shares; 2026Q1: 2,290 shares; 2026Q2: 2,052 shares 2,052 $646K 0.02% -238 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 2,129 shares; 2026Q1: 3,118 shares; 2026Q2: 3,804 shares 3,804 $643K 0.02% +686 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,252 shares; 2024Q4: 17,252 shares; 2025Q1: 22,576 shares; 2025Q2: 22,576 shares; 2025Q3: 22,576 shares; 2025Q4: 26,834 shares; 2026Q1: 26,834 shares; 2026Q2: 26,834 shares 26,834 $629K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,311 shares; 2024Q4: 5,111 shares; 2025Q1: 5,111 shares; 2025Q2: 5,123 shares; 2025Q3: 5,224 shares; 2025Q4: 5,485 shares; 2026Q1: 5,382 shares; 2026Q2: 5,267 shares 5,267 $628K 0.02% -115 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,385 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,201 shares; 2025Q4: 3,089 shares; 2026Q1: 2,882 shares; 2026Q2: 2,906 shares 2,906 $625K 0.02% +24 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,820 shares; 2025Q4: 18,518 shares; 2026Q1: 25,143 shares; 2026Q2: 27,499 shares 27,499 $623K 0.02% +2,356 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,700 shares; 2024Q4: 589,400 shares; 2025Q1: 580,800 shares; 2025Q2: 616,800 shares; 2025Q3: 684,600 shares; 2025Q4: 745,150 shares; 2026Q1: 785,800 shares; 2026Q2: 863,200 shares 863,200 $621K 0.02% +77,400 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 6,464 shares; 2025Q4: 6,534 shares; 2026Q1: 6,669 shares; 2026Q2: 6,613 shares 6,613 $621K 0.02% -56 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,339 shares; 2024Q4: 16,339 shares; 2025Q1: 21,739 shares; 2025Q2: 26,155 shares; 2025Q3: 26,155 shares; 2025Q4: 26,955 shares; 2026Q1: 26,955 shares; 2026Q2: 26,955 shares 26,955 $621K 0.02% 0 Timeline XNDU XANADU QUANTUM TECHNOLO LTD More: the full row for XANADU QUANTUM TECHNOLO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,000 shares 51,000 $618K 0.02% new Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,540 shares; 2025Q4: 16,722 shares; 2026Q1: 24,686 shares; 2026Q2: 23,493 shares 23,493 $615K 0.02% -1,193 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,372 shares; 2024Q4: 5,714 shares; 2025Q1: 5,928 shares; 2025Q2: 4,546 shares; 2025Q3: 4,757 shares; 2025Q4: 5,390 shares; 2026Q1: 5,700 shares; 2026Q2: 5,579 shares 5,579 $615K 0.02% -121 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 8,410 shares; 2025Q1: 11,282 shares; 2025Q2: 10,384 shares; 2025Q3: 10,100 shares; 2025Q4: 30,273 shares; 2026Q1: 25,371 shares; 2026Q2: 19,358 shares 19,358 $612K 0.02% -6,013 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,908 shares; 2025Q1: 1,877 shares; 2025Q2: 1,894 shares; 2025Q3: 1,897 shares; 2025Q4: 1,980 shares; 2026Q1: 2,055 shares; 2026Q2: 1,943 shares 1,943 $612K 0.02% -112 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,063 shares; 2024Q4: 174,231 shares; 2025Q1: 204,556 shares; 2025Q2: 203,272 shares; 2025Q3: 221,820 shares; 2025Q4: 25,768 shares; 2026Q1: 23,022 shares; 2026Q2: 25,915 shares 25,915 $607K 0.02% +2,893 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,379 shares; 2024Q4: 4,454 shares; 2025Q1: 4,465 shares; 2025Q2: 4,521 shares; 2025Q3: 5,198 shares; 2025Q4: 5,292 shares; 2026Q1: 5,299 shares; 2026Q2: 5,312 shares 5,312 $606K 0.02% +13 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,210 shares; 2026Q1: 4,652 shares; 2026Q2: 5,491 shares 5,491 $603K 0.02% +839 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: 751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 737 shares; 2026Q1: 1,871 shares; 2026Q2: 1,923 shares 1,923 $602K 0.02% +52 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,667 shares; 2025Q1: 9,028 shares; 2025Q2: 12,170 shares; 2025Q3: 17,457 shares; 2025Q4: 20,548 shares; 2026Q1: 25,027 shares; 2026Q2: 25,063 shares 25,063 $601K 0.02% +36 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,433 shares; 2025Q2: 18,326 shares; 2025Q3: 18,326 shares; 2025Q4: 27,412 shares; 2026Q1: 27,412 shares; 2026Q2: 27,412 shares 27,412 $601K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,279 shares; 2025Q3: 2,286 shares; 2025Q4: 2,442 shares; 2026Q1: 3,571 shares; 2026Q2: 4,108 shares 4,108 $600K 0.02% +537 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,708 shares; 2024Q4: 12,297 shares; 2025Q1: 7,535 shares; 2025Q2: 7,173 shares; 2025Q3: 6,189 shares; 2025Q4: 7,723 shares; 2026Q1: 6,895 shares; 2026Q2: 6,213 shares 6,213 $594K 0.02% -682 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,494 shares; 2026Q1: 4,544 shares; 2026Q2: 12,730 shares 12,730 $593K 0.02% +8,186 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,770 shares; 2026Q2: 19,875 shares 19,875 $591K 0.02% +5,105 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,563 shares; 2024Q4: 4,442 shares; 2025Q1: 4,443 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,570 shares; 2026Q1: 4,078 shares; 2026Q2: 4,037 shares 4,037 $591K 0.02% -41 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,190 shares; 2024Q4: 22,424 shares; 2025Q1: 23,829 shares; 2025Q2: 23,800 shares; 2025Q3: 23,920 shares; 2025Q4: 23,935 shares; 2026Q1: 24,029 shares; 2026Q2: 19,542 shares 19,542 $590K 0.02% -4,487 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,795 shares; 2024Q4: 12,947 shares; 2025Q1: 13,992 shares; 2025Q2: 12,990 shares; 2025Q3: 13,940 shares; 2025Q4: 16,699 shares; 2026Q1: 15,973 shares; 2026Q2: 15,973 shares 15,973 $587K 0.02% 0 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 19,260 shares; 2025Q2: 29,030 shares; 2025Q3: 32,304 shares; 2025Q4: 35,827 shares; 2026Q1: 41,528 shares; 2026Q2: 43,386 shares 43,386 $587K 0.02% +1,858 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,280 shares; 2024Q4: 4,279 shares; 2025Q1: 4,107 shares; 2025Q2: 4,501 shares; 2025Q3: 4,602 shares; 2025Q4: 4,562 shares; 2026Q1: 5,668 shares; 2026Q2: 5,719 shares 5,719 $584K 0.02% +51 Timeline