NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056,819 shares; 2024Q4: 1,061,906 shares; 2025Q1: 924,526 shares; 2025Q2: 918,933 shares; 2025Q3: 1,017,502 shares; 2025Q4: 1,003,842 shares; 2026Q1: 908,447 shares; 2026Q2: 977,029 shares 977,029 $195M 3.23% +68,582 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: 359,027 shares; 2024Q4: 393,523 shares; 2025Q1: 435,713 shares; 2025Q2: 449,035 shares; 2025Q3: 554,166 shares; 2025Q4: 578,430 shares; 2026Q1: 579,468 shares; 2026Q2: 611,989 shares 611,989 $177M 2.93% +32,521 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: 31,557 shares; 2024Q4: 28,686 shares; 2025Q1: 28,863 shares; 2025Q2: 31,427 shares; 2025Q3: 187,411 shares; 2025Q4: 161,462 shares; 2026Q1: 197,734 shares; 2026Q2: 241,195 shares 241,195 $166M 2.74% +43,461 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: 114,543 shares; 2024Q4: 129,499 shares; 2025Q1: 129,669 shares; 2025Q2: 144,305 shares; 2025Q3: 201,264 shares; 2025Q4: 210,566 shares; 2026Q1: 222,066 shares; 2026Q2: 250,008 shares 250,008 $93.3M 1.54% +27,942 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,601 shares; 2024Q4: 100,488 shares; 2025Q1: 99,522 shares; 2025Q2: 97,938 shares; 2025Q3: 167,504 shares; 2025Q4: 175,108 shares; 2026Q1: 196,507 shares; 2026Q2: 238,777 shares 238,777 $90.2M 1.49% +42,270 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: 163,617 shares; 2024Q4: 184,436 shares; 2025Q1: 200,542 shares; 2025Q2: 200,632 shares; 2025Q3: 244,107 shares; 2025Q4: 270,931 shares; 2026Q1: 266,122 shares; 2026Q2: 307,768 shares 307,768 $73.4M 1.21% +41,646 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: 66,907 shares; 2024Q4: 77,617 shares; 2025Q1: 102,866 shares; 2025Q2: 110,726 shares; 2025Q3: 158,531 shares; 2025Q4: 186,912 shares; 2026Q1: 194,279 shares; 2026Q2: 197,017 shares 197,017 $70.4M 1.16% +2,738 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: 87,849 shares; 2024Q4: 93,292 shares; 2025Q1: 91,471 shares; 2025Q2: 92,204 shares; 2025Q3: 151,177 shares; 2025Q4: 165,055 shares; 2026Q1: 165,728 shares; 2026Q2: 204,412 shares 204,412 $66.9M 1.11% +38,684 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,155 shares; 2024Q4: 124,008 shares; 2025Q1: 119,665 shares; 2025Q2: 228,966 shares; 2025Q3: 571,976 shares; 2025Q4: 827,056 shares; 2026Q1: 877,898 shares; 2026Q2: 899,028 shares 899,028 $61.1M 1.01% +21,130 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: 17,261 shares; 2024Q4: 14,139 shares; 2025Q1: 15,303 shares; 2025Q2: 67,704 shares; 2025Q3: 261,916 shares; 2025Q4: 377,677 shares; 2026Q1: 434,249 shares; 2026Q2: 438,642 shares 438,642 $60.3M 1% +4,393 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: 18,712 shares; 2024Q4: 18,712 shares; 2025Q1: 18,418 shares; 2025Q2: 51,567 shares; 2025Q3: 56,214 shares; 2025Q4: 63,269 shares; 2026Q1: 70,084 shares; 2026Q2: 79,689 shares 79,689 $59.7M 0.99% +9,605 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: 241,562 shares; 2024Q4: 229,851 shares; 2025Q1: 229,068 shares; 2025Q2: 233,255 shares; 2025Q3: 246,907 shares; 2025Q4: 251,376 shares; 2026Q1: 252,681 shares; 2026Q2: 257,696 shares 257,696 $56.2M 0.93% +5,015 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,589 shares; 2024Q4: 17,210 shares; 2025Q1: 15,717 shares; 2025Q2: 155,410 shares; 2025Q3: 541,109 shares; 2025Q4: 832,390 shares; 2026Q1: 871,594 shares; 2026Q2: 1,199,447 shares 1,199,447 $55.4M 0.91% +327,853 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: 15,331 shares; 2024Q4: 23,793 shares; 2025Q1: 23,160 shares; 2025Q2: 28,693 shares; 2025Q3: 37,608 shares; 2025Q4: 63,537 shares; 2026Q1: 65,442 shares; 2026Q2: 66,913 shares 66,913 $48.4M 0.8% +1,471 Timeline BKIE 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: 370,366 shares; 2024Q4: 459,693 shares; 2025Q1: 407,504 shares; 2025Q2: 410,541 shares; 2025Q3: 431,756 shares; 2025Q4: 457,785 shares; 2026Q1: 458,509 shares; 2026Q2: 479,766 shares 479,766 $48.3M 0.8% +21,257 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: 76,380 shares; 2024Q4: 79,157 shares; 2025Q1: 81,536 shares; 2025Q2: 85,420 shares; 2025Q3: 86,361 shares; 2025Q4: 88,670 shares; 2026Q1: 91,185 shares; 2026Q2: 551,787 shares 551,787 $47.5M 0.79% +460,602 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: 39,436 shares; 2024Q4: 79,651 shares; 2025Q1: 63,964 shares; 2025Q2: 60,616 shares; 2025Q3: 63,818 shares; 2025Q4: 73,755 shares; 2026Q1: 62,458 shares; 2026Q2: 63,052 shares 63,052 $47.1M 0.78% +594 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,812 shares; 2024Q4: 3,069 shares; 2025Q1: 3,978 shares; 2025Q2: 25,738 shares; 2025Q3: 110,836 shares; 2025Q4: 216,369 shares; 2026Q1: 217,259 shares; 2026Q2: 188,431 shares 188,431 $42.8M 0.71% -28,828 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: 83,684 shares; 2024Q4: 96,797 shares; 2025Q1: 96,076 shares; 2025Q2: 96,804 shares; 2025Q3: 106,653 shares; 2025Q4: 111,210 shares; 2026Q1: 110,824 shares; 2026Q2: 119,546 shares 119,546 $42.2M 0.7% +8,722 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: 125,604 shares; 2024Q4: 122,357 shares; 2025Q1: 123,125 shares; 2025Q2: 123,514 shares; 2025Q3: 149,852 shares; 2025Q4: 291,809 shares; 2026Q1: 392,231 shares; 2026Q2: 476,898 shares 476,898 $41.9M 0.69% +84,667 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: 70,162 shares; 2024Q4: 83,392 shares; 2025Q1: 92,893 shares; 2025Q2: 159,676 shares; 2025Q3: 237,730 shares; 2025Q4: 302,645 shares; 2026Q1: 302,092 shares; 2026Q2: 366,684 shares 366,684 $41.5M 0.69% +64,592 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: 65,993 shares; 2024Q4: 70,441 shares; 2025Q1: 216,176 shares; 2025Q2: 278,490 shares; 2025Q3: 668,594 shares; 2025Q4: 829,243 shares; 2026Q1: 798,569 shares; 2026Q2: 780,662 shares 780,662 $40.9M 0.68% -17,907 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: 27,302 shares; 2024Q4: 32,617 shares; 2025Q1: 51,954 shares; 2025Q2: 52,787 shares; 2025Q3: 42,768 shares; 2025Q4: 79,309 shares; 2026Q1: 80,138 shares; 2026Q2: 897,391 shares 897,391 $38.7M 0.64% +817,253 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: 27,905 shares; 2024Q4: 26,362 shares; 2025Q1: 25,568 shares; 2025Q2: 26,077 shares; 2025Q3: 37,767 shares; 2025Q4: 41,835 shares; 2026Q1: 39,965 shares; 2026Q2: 48,473 shares 48,473 $35.7M 0.59% +8,508 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: 243,734 shares; 2024Q4: 943,984 shares; 2025Q1: 948,183 shares; 2025Q2: 863,052 shares; 2025Q3: 906,574 shares; 2025Q4: 914,514 shares; 2026Q1: 916,903 shares; 2026Q2: 1,024,415 shares 1,024,415 $34.7M 0.57% +107,512 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: 26,577 shares; 2024Q4: 18,701 shares; 2025Q1: 14,171 shares; 2025Q2: 18,340 shares; 2025Q3: 31,036 shares; 2025Q4: 36,127 shares; 2026Q1: 63,229 shares; 2026Q2: 58,397 shares 58,397 $33.9M 0.56% -4,832 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: 10,207 shares; 2024Q4: 5,158 shares; 2025Q1: 5,969 shares; 2025Q2: 5,556 shares; 2025Q3: 8,373 shares; 2025Q4: 13,948 shares; 2026Q1: 12,477 shares; 2026Q2: 28,152 shares 28,152 $32.5M 0.54% +15,675 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: 26,879 shares; 2024Q4: 30,980 shares; 2025Q1: 36,286 shares; 2025Q2: 33,664 shares; 2025Q3: 52,354 shares; 2025Q4: 54,356 shares; 2026Q1: 55,454 shares; 2026Q2: 57,219 shares 57,219 $32.2M 0.53% +1,765 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: 296,023 shares; 2024Q4: 146,495 shares; 2025Q1: 140,624 shares; 2025Q2: 128,269 shares; 2025Q3: 145,604 shares; 2025Q4: 168,693 shares; 2026Q1: 176,585 shares; 2026Q2: 651,235 shares 651,235 $32.1M 0.53% +474,650 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: 15,655 shares; 2024Q4: 15,709 shares; 2025Q1: 24,288 shares; 2025Q2: 23,755 shares; 2025Q3: 26,322 shares; 2025Q4: 26,126 shares; 2026Q1: 28,700 shares; 2026Q2: 25,904 shares 25,904 $31.1M 0.51% -2,796 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: 68,988 shares; 2024Q4: 76,442 shares; 2025Q1: 80,891 shares; 2025Q2: 81,738 shares; 2025Q3: 126,007 shares; 2025Q4: 131,287 shares; 2026Q1: 133,278 shares; 2026Q2: 122,187 shares 122,187 $31M 0.51% -11,091 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: 12,906 shares; 2024Q4: 13,348 shares; 2025Q1: 11,183 shares; 2025Q2: 11,553 shares; 2025Q3: 42,953 shares; 2025Q4: 47,343 shares; 2026Q1: 51,834 shares; 2026Q2: 72,193 shares 72,193 $30.8M 0.51% +20,359 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: 32,228 shares; 2024Q4: 42,870 shares; 2025Q1: 41,196 shares; 2025Q2: 47,742 shares; 2025Q3: 51,200 shares; 2025Q4: 60,581 shares; 2026Q1: 64,122 shares; 2026Q2: 63,579 shares 63,579 $30.4M 0.5% -543 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: 11,650 shares; 2024Q4: 8,323 shares; 2025Q1: 9,227 shares; 2025Q2: 65,983 shares; 2025Q3: 255,061 shares; 2025Q4: 449,109 shares; 2026Q1: 431,527 shares; 2026Q2: 358,717 shares 358,717 $29.7M 0.49% -72,810 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: 26,710 shares; 2024Q4: 24,917 shares; 2025Q1: 27,554 shares; 2025Q2: 26,790 shares; 2025Q3: 77,093 shares; 2025Q4: 84,439 shares; 2026Q1: 86,988 shares; 2026Q2: 114,011 shares 114,011 $28.7M 0.47% +27,023 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: 362,807 shares; 2024Q4: 382,571 shares; 2025Q1: 360,076 shares; 2025Q2: 456,732 shares; 2025Q3: 481,419 shares; 2025Q4: 520,437 shares; 2026Q1: 461,884 shares; 2026Q2: 464,874 shares 464,874 $28.3M 0.47% +2,990 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,405 shares; 2024Q4: 3,492 shares; 2025Q1: 3,284 shares; 2025Q2: 4,136 shares; 2025Q3: 38,701 shares; 2025Q4: 45,547 shares; 2026Q1: 49,069 shares; 2026Q2: 70,864 shares 70,864 $28.1M 0.47% +21,795 Timeline JPST 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: 854,267 shares; 2024Q4: 835,812 shares; 2025Q1: 866,053 shares; 2025Q2: 853,286 shares; 2025Q3: 762,159 shares; 2025Q4: 764,410 shares; 2026Q1: 690,378 shares; 2026Q2: 551,569 shares 551,569 $27.9M 0.46% -138,809 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: 8,753 shares; 2024Q4: 7,493 shares; 2025Q1: 7,808 shares; 2025Q2: 9,235 shares; 2025Q3: 59,075 shares; 2025Q4: 62,584 shares; 2026Q1: 63,459 shares; 2026Q2: 106,339 shares 106,339 $27.2M 0.45% +42,880 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: 30,253 shares; 2024Q4: 53,629 shares; 2025Q1: 32,250 shares; 2025Q2: 34,835 shares; 2025Q3: 43,042 shares; 2025Q4: 48,213 shares; 2026Q1: 49,162 shares; 2026Q2: 64,307 shares 64,307 $27M 0.45% +15,145 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,480 shares; 2025Q3: 316,982 shares; 2025Q4: 522,878 shares; 2026Q1: 618,804 shares; 2026Q2: 498,577 shares 498,577 $26.3M 0.43% -120,227 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: 53,027 shares; 2024Q4: 51,355 shares; 2025Q1: 50,932 shares; 2025Q2: 54,657 shares; 2025Q3: 59,782 shares; 2025Q4: 63,457 shares; 2026Q1: 65,334 shares; 2026Q2: 70,601 shares 70,601 $26.1M 0.43% +5,267 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: 22,747 shares; 2024Q4: 25,894 shares; 2025Q1: 28,101 shares; 2025Q2: 26,552 shares; 2025Q3: 50,736 shares; 2025Q4: 53,512 shares; 2026Q1: 53,135 shares; 2026Q2: 71,524 shares 71,524 $25.2M 0.42% +18,389 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: 200,430 shares; 2024Q4: 596,753 shares; 2025Q1: 582,700 shares; 2025Q2: 614,914 shares; 2025Q3: 629,797 shares; 2025Q4: 682,965 shares; 2026Q1: 732,650 shares; 2026Q2: 789,473 shares 789,473 $25M 0.41% +56,823 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: 52,091 shares; 2024Q4: 62,398 shares; 2025Q1: 47,850 shares; 2025Q2: 48,456 shares; 2025Q3: 59,374 shares; 2025Q4: 73,908 shares; 2026Q1: 73,451 shares; 2026Q2: 69,275 shares 69,275 $23.8M 0.39% -4,176 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: 3,312 shares; 2024Q4: 3,768 shares; 2025Q1: 3,754 shares; 2025Q2: 6,471 shares; 2025Q3: 14,131 shares; 2025Q4: 15,170 shares; 2026Q1: 20,471 shares; 2026Q2: 19,674 shares 19,674 $23.1M 0.38% -797 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,736 shares; 2025Q3: 13,170 shares; 2025Q4: 16,985 shares; 2026Q1: 5,473 shares; 2026Q2: 61,758 shares 61,758 $22.6M 0.37% +56,285 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: 89,919 shares; 2024Q4: 107,529 shares; 2025Q1: 115,105 shares; 2025Q2: 119,291 shares; 2025Q3: 145,443 shares; 2025Q4: 156,729 shares; 2026Q1: 158,408 shares; 2026Q2: 164,429 shares 164,429 $22.5M 0.37% +6,021 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: 15,429 shares; 2024Q4: 19,972 shares; 2025Q1: 23,139 shares; 2025Q2: 23,605 shares; 2025Q3: 23,948 shares; 2025Q4: 23,658 shares; 2026Q1: 24,216 shares; 2026Q2: 185,737 shares 185,737 $22.2M 0.37% +161,521 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,110 shares; 2024Q4: 27,172 shares; 2025Q1: 27,314 shares; 2025Q2: 31,406 shares; 2025Q3: 36,832 shares; 2025Q4: 42,270 shares; 2026Q1: 41,704 shares; 2026Q2: 43,975 shares 43,975 $22M 0.36% +2,271 Timeline PBUS 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: not reported; 2026Q1: not reported; 2026Q2: 292,399 shares 292,399 $21.9M 0.36% new Timeline BKLC 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: 143,963 shares; 2024Q4: 145,092 shares; 2025Q1: 146,858 shares; 2025Q2: 132,111 shares; 2025Q3: 135,395 shares; 2025Q4: 138,616 shares; 2026Q1: 139,658 shares; 2026Q2: 146,767 shares 146,767 $21M 0.35% +7,109 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: 8,048 shares; 2024Q4: 8,721 shares; 2025Q1: 6,542 shares; 2025Q2: 7,584 shares; 2025Q3: 32,685 shares; 2025Q4: 36,376 shares; 2026Q1: 37,761 shares; 2026Q2: 61,733 shares 61,733 $21M 0.35% +23,972 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: 36,346 shares; 2024Q4: 32,134 shares; 2025Q1: 41,439 shares; 2025Q2: 64,674 shares; 2025Q3: 56,719 shares; 2025Q4: 56,967 shares; 2026Q1: 54,376 shares; 2026Q2: 56,967 shares 56,967 $21M 0.35% +2,591 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: 15,841 shares; 2025Q1: 16,558 shares; 2025Q2: 15,882 shares; 2025Q3: 33,396 shares; 2025Q4: 33,197 shares; 2026Q1: 32,816 shares; 2026Q2: 47,300 shares 47,300 $20.5M 0.34% +14,484 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: 16,783 shares; 2024Q4: 15,367 shares; 2025Q1: 13,235 shares; 2025Q2: 39,613 shares; 2025Q3: 29,104 shares; 2025Q4: 28,786 shares; 2026Q1: 127,871 shares; 2026Q2: 164,278 shares 164,278 $20.4M 0.34% +36,407 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: 118,674 shares; 2024Q4: 123,954 shares; 2025Q1: 122,988 shares; 2025Q2: 119,362 shares; 2025Q3: 135,236 shares; 2025Q4: 140,270 shares; 2026Q1: 172,211 shares; 2026Q2: 172,634 shares 172,634 $20.3M 0.34% +423 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 5,820 shares; 2025Q1: 5,118 shares; 2025Q2: 2,851 shares; 2025Q3: 28,928 shares; 2025Q4: 34,028 shares; 2026Q1: 32,830 shares; 2026Q2: 48,577 shares 48,577 $20.2M 0.33% +15,747 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,741 shares; 2024Q4: 13,924 shares; 2025Q1: 13,801 shares; 2025Q2: 14,312 shares; 2025Q3: 14,625 shares; 2025Q4: 44,388 shares; 2026Q1: 44,545 shares; 2026Q2: 45,666 shares 45,666 $20M 0.33% +1,121 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,735 shares; 2025Q1: 2,532 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,846 shares 97,846 $19.8M 0.33% new 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: 11,575 shares; 2024Q4: 34,364 shares; 2025Q1: 37,914 shares; 2025Q2: 99,562 shares; 2025Q3: 119,423 shares; 2025Q4: 121,219 shares; 2026Q1: 114,877 shares; 2026Q2: 110,574 shares 110,574 $19.5M 0.32% -4,303 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: 13,002 shares; 2024Q4: 15,803 shares; 2025Q1: 12,294 shares; 2025Q2: 9,299 shares; 2025Q3: 62,624 shares; 2025Q4: 69,127 shares; 2026Q1: 72,626 shares; 2026Q2: 131,081 shares 131,081 $19.2M 0.32% +58,455 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: 73,367 shares; 2024Q4: 77,899 shares; 2025Q1: 144,523 shares; 2025Q2: 155,811 shares; 2025Q3: 179,214 shares; 2025Q4: 231,197 shares; 2026Q1: 242,494 shares; 2026Q2: 248,838 shares 248,838 $19.1M 0.32% +6,344 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: 10,013 shares; 2024Q4: 14,010 shares; 2025Q1: 15,109 shares; 2025Q2: 15,839 shares; 2025Q3: 16,600 shares; 2025Q4: 16,994 shares; 2026Q1: 19,082 shares; 2026Q2: 17,827 shares 17,827 $19M 0.31% -1,255 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: 102,277 shares; 2024Q4: 137,527 shares; 2025Q1: 244,799 shares; 2025Q2: 184,315 shares; 2025Q3: 188,597 shares; 2025Q4: 195,872 shares; 2026Q1: 199,089 shares; 2026Q2: 186,665 shares 186,665 $18.8M 0.31% -12,424 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: 14,798 shares; 2024Q4: not reported; 2025Q1: 10,888 shares; 2025Q2: 15,027 shares; 2025Q3: 17,647 shares; 2025Q4: 59,625 shares; 2026Q1: 731,709 shares; 2026Q2: 824,638 shares 824,638 $18.8M 0.31% +92,929 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: 136,383 shares; 2024Q4: 139,579 shares; 2025Q1: 163,612 shares; 2025Q2: 182,857 shares; 2025Q3: 286,338 shares; 2025Q4: 347,935 shares; 2026Q1: 216,474 shares; 2026Q2: 241,931 shares 241,931 $18.3M 0.3% +25,457 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,077 shares; 2025Q3: 31,966 shares; 2025Q4: 67,004 shares; 2026Q1: 76,064 shares; 2026Q2: 52,927 shares 52,927 $18.1M 0.3% -23,137 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,636 shares; 2024Q4: 14,376 shares; 2025Q1: 30,152 shares; 2025Q2: 45,954 shares; 2025Q3: 53,680 shares; 2025Q4: 72,275 shares; 2026Q1: 177,366 shares; 2026Q2: 199,990 shares 199,990 $18M 0.3% +22,624 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,757 shares; 2024Q4: 150,110 shares; 2025Q1: 130,903 shares; 2025Q2: 114,636 shares; 2025Q3: 202,618 shares; 2025Q4: 229,234 shares; 2026Q1: 322,783 shares; 2026Q2: 353,220 shares 353,220 $17.9M 0.3% +30,437 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,524 shares; 2024Q4: 9,824 shares; 2025Q1: 38,837 shares; 2025Q2: 40,191 shares; 2025Q3: 124,526 shares; 2025Q4: 163,977 shares; 2026Q1: 170,532 shares; 2026Q2: 173,493 shares 173,493 $17.4M 0.29% +2,961 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: 60,118 shares; 2024Q4: 64,801 shares; 2025Q1: 66,837 shares; 2025Q2: 71,217 shares; 2025Q3: 217,584 shares; 2025Q4: 235,140 shares; 2026Q1: 242,946 shares; 2026Q2: 410,019 shares 410,019 $17.4M 0.29% +167,073 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,622 shares; 2024Q4: 18,212 shares; 2025Q1: 18,759 shares; 2025Q2: 110,969 shares; 2025Q3: 276,508 shares; 2025Q4: 360,104 shares; 2026Q1: 449,782 shares; 2026Q2: 223,905 shares 223,905 $17.1M 0.28% -225,877 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: 130,009 shares; 2024Q4: 143,578 shares; 2025Q1: 179,562 shares; 2025Q2: 199,355 shares; 2025Q3: 210,102 shares; 2025Q4: 239,997 shares; 2026Q1: 247,883 shares; 2026Q2: 229,104 shares 229,104 $16.3M 0.27% -18,779 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: 14,001 shares; 2024Q4: 17,072 shares; 2025Q1: 13,968 shares; 2025Q2: 24,131 shares; 2025Q3: 23,311 shares; 2025Q4: 18,230 shares; 2026Q1: 15,348 shares; 2026Q2: 17,412 shares 17,412 $16.3M 0.27% +2,064 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,094 shares; 2024Q4: 173,429 shares; 2025Q1: 194,629 shares; 2025Q2: 205,574 shares; 2025Q3: 215,498 shares; 2025Q4: 288,312 shares; 2026Q1: 302,510 shares; 2026Q2: 382,042 shares 382,042 $16.2M 0.27% +79,532 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: 175,736 shares; 2024Q4: 185,190 shares; 2025Q1: 181,053 shares; 2025Q2: 183,406 shares; 2025Q3: 189,273 shares; 2025Q4: 201,710 shares; 2026Q1: 212,986 shares; 2026Q2: 218,450 shares 218,450 $16M 0.27% +5,464 Timeline OUSA 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: 238,093 shares; 2024Q4: 243,093 shares; 2025Q1: 246,170 shares; 2025Q2: 259,981 shares; 2025Q3: 264,098 shares; 2025Q4: 270,552 shares; 2026Q1: 272,266 shares; 2026Q2: 274,456 shares 274,456 $16M 0.26% +2,190 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: 10,269 shares; 2024Q4: 13,844 shares; 2025Q1: 12,054 shares; 2025Q2: 12,408 shares; 2025Q3: 30,268 shares; 2025Q4: 34,549 shares; 2026Q1: 34,080 shares; 2026Q2: 58,380 shares 58,380 $15.9M 0.26% +24,300 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,593 shares; 2025Q1: 28,175 shares; 2025Q2: 18,519 shares; 2025Q3: 163,100 shares; 2025Q4: 262,766 shares; 2026Q1: 299,204 shares; 2026Q2: 339,221 shares 339,221 $15.9M 0.26% +40,017 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: 47,904 shares; 2024Q4: 68,903 shares; 2025Q1: 70,816 shares; 2025Q2: 69,891 shares; 2025Q3: 74,605 shares; 2025Q4: 87,994 shares; 2026Q1: 53,095 shares; 2026Q2: 62,080 shares 62,080 $15.9M 0.26% +8,985 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,671 shares; 2025Q1: 77,692 shares; 2025Q2: 81,391 shares; 2025Q3: 82,036 shares; 2025Q4: 111,632 shares; 2026Q1: 118,717 shares; 2026Q2: 309,063 shares 309,063 $15.8M 0.26% +190,346 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: 64,557 shares; 2024Q4: 94,169 shares; 2025Q1: 65,087 shares; 2025Q2: 65,738 shares; 2025Q3: 69,896 shares; 2025Q4: 65,640 shares; 2026Q1: 65,802 shares; 2026Q2: 66,717 shares 66,717 $15.8M 0.26% +915 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: 195,762 shares; 2024Q4: 202,222 shares; 2025Q1: 211,586 shares; 2025Q2: 247,739 shares; 2025Q3: 264,638 shares; 2025Q4: 291,127 shares; 2026Q1: 319,165 shares; 2026Q2: 339,833 shares 339,833 $15.5M 0.26% +20,668 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,671 shares; 2026Q2: 307,928 shares 307,928 $15.5M 0.26% +242,257 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: 275,468 shares; 2024Q4: 271,856 shares; 2025Q1: 276,958 shares; 2025Q2: 303,496 shares; 2025Q3: 261,015 shares; 2025Q4: 246,081 shares; 2026Q1: 250,716 shares; 2026Q2: 248,255 shares 248,255 $15.4M 0.26% -2,461 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,627 shares; 2024Q4: 18,046 shares; 2025Q1: 16,183 shares; 2025Q2: 15,894 shares; 2025Q3: 28,080 shares; 2025Q4: 35,033 shares; 2026Q1: 33,396 shares; 2026Q2: 52,179 shares 52,179 $15.3M 0.25% +18,783 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,574 shares; 2025Q3: 250,002 shares; 2025Q4: 399,080 shares; 2026Q1: 482,027 shares; 2026Q2: 348,109 shares 348,109 $15M 0.25% -133,918 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: 216,769 shares; 2024Q4: 361,642 shares; 2025Q1: 525,481 shares; 2025Q2: 578,885 shares; 2025Q3: 639,674 shares; 2025Q4: 615,651 shares; 2026Q1: 603,913 shares; 2026Q2: 634,522 shares 634,522 $14.9M 0.25% +30,609 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: 80,768 shares; 2024Q4: 89,555 shares; 2025Q1: 93,209 shares; 2025Q2: 91,086 shares; 2025Q3: 99,565 shares; 2025Q4: 96,484 shares; 2026Q1: 97,102 shares; 2026Q2: 101,276 shares 101,276 $14.9M 0.25% +4,174 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: 20,835 shares; 2024Q4: 21,036 shares; 2025Q1: 22,190 shares; 2025Q2: 23,465 shares; 2025Q3: 100,656 shares; 2025Q4: 114,421 shares; 2026Q1: 118,200 shares; 2026Q2: 118,182 shares 118,182 $14.7M 0.24% -18 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: 6,422 shares; 2025Q1: 6,653 shares; 2025Q2: 3,197 shares; 2025Q3: 13,467 shares; 2025Q4: 14,821 shares; 2026Q1: 19,287 shares; 2026Q2: 19,729 shares 19,729 $14.1M 0.23% +442 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,887 shares; 2024Q4: 6,881 shares; 2025Q1: 5,464 shares; 2025Q2: 6,553 shares; 2025Q3: 32,812 shares; 2025Q4: 37,817 shares; 2026Q1: 37,709 shares; 2026Q2: 63,530 shares 63,530 $14M 0.23% +25,821 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: 10,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,760 shares; 2025Q4: 118,735 shares; 2026Q1: 174,906 shares; 2026Q2: 227,846 shares 227,846 $13.6M 0.22% +52,940 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,985 shares; 2024Q4: 26,491 shares; 2025Q1: 26,063 shares; 2025Q2: 24,297 shares; 2025Q3: 50,039 shares; 2025Q4: 51,164 shares; 2026Q1: 50,879 shares; 2026Q2: 50,527 shares 50,527 $13.4M 0.22% -352 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,966 shares; 2024Q4: 309,771 shares; 2025Q1: 483,957 shares; 2025Q2: 462,002 shares; 2025Q3: 460,600 shares; 2025Q4: 497,172 shares; 2026Q1: 455,979 shares; 2026Q2: 264,981 shares 264,981 $13.4M 0.22% -190,998 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: 19,398 shares; 2024Q4: 14,432 shares; 2025Q1: 15,252 shares; 2025Q2: 22,524 shares; 2025Q3: 149,218 shares; 2025Q4: 158,006 shares; 2026Q1: 122,429 shares; 2026Q2: 138,038 shares 138,038 $13.3M 0.22% +15,609 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: 1,293 shares; 2024Q4: 1,256 shares; 2025Q1: 2,331 shares; 2025Q2: 6,334 shares; 2025Q3: 27,314 shares; 2025Q4: 32,694 shares; 2026Q1: 31,810 shares; 2026Q2: 64,660 shares 64,660 $13.3M 0.22% +32,850 Timeline IDOG 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: 9,171 shares; 2024Q4: 8,274 shares; 2025Q1: 7,685 shares; 2025Q2: 8,049 shares; 2025Q3: 8,181 shares; 2025Q4: 8,651 shares; 2026Q1: 278,513 shares; 2026Q2: 322,431 shares 322,431 $13.3M 0.22% +43,918 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: 24,790 shares; 2024Q4: 26,975 shares; 2025Q1: 26,729 shares; 2025Q2: 28,222 shares; 2025Q3: 43,173 shares; 2025Q4: 36,069 shares; 2026Q1: 39,116 shares; 2026Q2: 161,429 shares 161,429 $13M 0.21% +122,313 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: 175,280 shares; 2024Q4: 186,479 shares; 2025Q1: 183,303 shares; 2025Q2: 182,988 shares; 2025Q3: 173,259 shares; 2025Q4: 185,090 shares; 2026Q1: 197,600 shares; 2026Q2: 257,616 shares 257,616 $12.9M 0.21% +60,016 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,732 shares; 2024Q4: 20,857 shares; 2025Q1: 22,847 shares; 2025Q2: 23,681 shares; 2025Q3: 129,297 shares; 2025Q4: 210,492 shares; 2026Q1: 254,566 shares; 2026Q2: 265,085 shares 265,085 $12.8M 0.21% +10,519 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,536 shares; 2024Q4: 141,521 shares; 2025Q1: 140,935 shares; 2025Q2: 141,478 shares; 2025Q3: 141,606 shares; 2025Q4: 141,608 shares; 2026Q1: 141,571 shares; 2026Q2: 141,648 shares 141,648 $12.8M 0.21% +77 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: 9,985 shares; 2024Q4: 10,262 shares; 2025Q1: 10,940 shares; 2025Q2: 10,611 shares; 2025Q3: 119,618 shares; 2025Q4: 217,705 shares; 2026Q1: 175,847 shares; 2026Q2: 175,105 shares 175,105 $12.8M 0.21% -742 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: 169,307 shares; 2024Q4: 374,679 shares; 2025Q1: 407,968 shares; 2025Q2: 417,996 shares; 2025Q3: 439,729 shares; 2025Q4: 459,327 shares; 2026Q1: 447,374 shares; 2026Q2: 457,796 shares 457,796 $12.7M 0.21% +10,422 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: 157,637 shares; 2024Q4: 172,115 shares; 2025Q1: 186,129 shares; 2025Q2: 190,318 shares; 2025Q3: 198,335 shares; 2025Q4: 239,766 shares; 2026Q1: 212,048 shares; 2026Q2: 211,752 shares 211,752 $12.6M 0.21% -296 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: 60,780 shares; 2024Q4: 61,671 shares; 2025Q1: 60,127 shares; 2025Q2: 59,977 shares; 2025Q3: 122,423 shares; 2025Q4: 137,251 shares; 2026Q1: 140,810 shares; 2026Q2: 143,939 shares 143,939 $12.6M 0.21% +3,129 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: 97,298 shares; 2024Q4: 62,168 shares; 2025Q1: 69,492 shares; 2025Q2: 71,599 shares; 2025Q3: 74,723 shares; 2025Q4: 79,227 shares; 2026Q1: 82,840 shares; 2026Q2: 254,863 shares 254,863 $12.6M 0.21% +172,023 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: 133,292 shares; 2025Q1: 168,191 shares; 2025Q2: 183,551 shares; 2025Q3: 185,166 shares; 2025Q4: 171,279 shares; 2026Q1: 176,383 shares; 2026Q2: 212,534 shares 212,534 $12.6M 0.21% +36,151 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: 15,233 shares; 2024Q4: 14,968 shares; 2025Q1: 11,283 shares; 2025Q2: 10,420 shares; 2025Q3: 12,186 shares; 2025Q4: 14,171 shares; 2026Q1: 23,026 shares; 2026Q2: 226,712 shares 226,712 $12.6M 0.21% +203,686 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: 12,484 shares; 2024Q4: 13,099 shares; 2025Q1: 12,636 shares; 2025Q2: 40,324 shares; 2025Q3: 45,876 shares; 2025Q4: 41,037 shares; 2026Q1: 24,539 shares; 2026Q2: 42,161 shares 42,161 $12.6M 0.21% +17,622 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,404 shares; 2024Q4: 14,143 shares; 2025Q1: 17,015 shares; 2025Q2: 14,860 shares; 2025Q3: 41,166 shares; 2025Q4: 53,869 shares; 2026Q1: 59,871 shares; 2026Q2: 108,740 shares 108,740 $12.5M 0.21% +48,869 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: 7,276 shares; 2024Q4: 7,618 shares; 2025Q1: 9,619 shares; 2025Q2: 11,146 shares; 2025Q3: 11,340 shares; 2025Q4: 12,034 shares; 2026Q1: 11,382 shares; 2026Q2: 12,310 shares 12,310 $12.4M 0.21% +928 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: 114,869 shares; 2024Q4: 126,858 shares; 2025Q1: 119,808 shares; 2025Q2: 117,089 shares; 2025Q3: 117,548 shares; 2025Q4: 112,848 shares; 2026Q1: 114,757 shares; 2026Q2: 125,854 shares 125,854 $12.4M 0.2% +11,097 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: 7,445 shares; 2024Q4: 8,751 shares; 2025Q1: 8,781 shares; 2025Q2: 9,315 shares; 2025Q3: 25,201 shares; 2025Q4: 32,494 shares; 2026Q1: 25,199 shares; 2026Q2: 29,713 shares 29,713 $12.3M 0.2% +4,514 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: 28,811 shares; 2024Q4: 27,590 shares; 2025Q1: 31,658 shares; 2025Q2: 34,215 shares; 2025Q3: 45,739 shares; 2025Q4: 96,300 shares; 2026Q1: 114,544 shares; 2026Q2: 148,118 shares 148,118 $12.2M 0.2% +33,574 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: 12,523 shares; 2024Q4: 12,377 shares; 2025Q1: 13,922 shares; 2025Q2: 13,095 shares; 2025Q3: 14,403 shares; 2025Q4: 143,515 shares; 2026Q1: 146,309 shares; 2026Q2: 171,015 shares 171,015 $12.2M 0.2% +24,706 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: 35,320 shares; 2024Q4: 27,104 shares; 2025Q1: 27,308 shares; 2025Q2: 28,959 shares; 2025Q3: 27,650 shares; 2025Q4: 27,889 shares; 2026Q1: 238,604 shares; 2026Q2: 239,555 shares 239,555 $12.1M 0.2% +951 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: 90,960 shares; 2024Q4: 97,423 shares; 2025Q1: 96,803 shares; 2025Q2: 85,918 shares; 2025Q3: 102,443 shares; 2025Q4: 83,915 shares; 2026Q1: 80,422 shares; 2026Q2: 81,382 shares 81,382 $12.1M 0.2% +960 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,602 shares; 2024Q4: 45,594 shares; 2025Q1: 40,442 shares; 2025Q2: 150,881 shares; 2025Q3: 146,227 shares; 2025Q4: 57,951 shares; 2026Q1: 63,460 shares; 2026Q2: 119,267 shares 119,267 $12M 0.2% +55,807 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,167 shares; 2024Q4: 12,488 shares; 2025Q1: 197,347 shares; 2025Q2: 200,056 shares; 2025Q3: 208,099 shares; 2025Q4: 214,504 shares; 2026Q1: 214,323 shares; 2026Q2: 241,520 shares 241,520 $11.9M 0.2% +27,197 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: 34,845 shares; 2024Q4: 39,632 shares; 2025Q1: 45,477 shares; 2025Q2: 43,014 shares; 2025Q3: 48,655 shares; 2025Q4: 48,312 shares; 2026Q1: 44,379 shares; 2026Q2: 31,620 shares 31,620 $11.8M 0.2% -12,759 Timeline FDEC 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: 7,709 shares; 2024Q4: 162,466 shares; 2025Q1: 164,475 shares; 2025Q2: 170,614 shares; 2025Q3: 169,395 shares; 2025Q4: 215,037 shares; 2026Q1: 216,770 shares; 2026Q2: 216,414 shares 216,414 $11.8M 0.19% -356 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: 78,819 shares; 2024Q4: 95,766 shares; 2025Q1: 85,311 shares; 2025Q2: 84,485 shares; 2025Q3: 85,033 shares; 2025Q4: 174,468 shares; 2026Q1: 188,242 shares; 2026Q2: 220,695 shares 220,695 $11.7M 0.19% +32,453 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: 61,333 shares; 2024Q4: 61,939 shares; 2025Q1: 137,632 shares; 2025Q2: 87,122 shares; 2025Q3: 114,261 shares; 2025Q4: 103,906 shares; 2026Q1: 108,895 shares; 2026Q2: 118,607 shares 118,607 $11.4M 0.19% +9,712 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: 174,445 shares; 2024Q4: 189,444 shares; 2025Q1: 102,790 shares; 2025Q2: 87,758 shares; 2025Q3: 104,335 shares; 2025Q4: 122,462 shares; 2026Q1: 126,417 shares; 2026Q2: 241,617 shares 241,617 $11.4M 0.19% +115,200 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: 29,270 shares; 2024Q4: 39,724 shares; 2025Q1: 45,106 shares; 2025Q2: 51,987 shares; 2025Q3: 71,183 shares; 2025Q4: 84,698 shares; 2026Q1: 79,714 shares; 2026Q2: 74,978 shares 74,978 $11.4M 0.19% -4,736 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: 6,434 shares; 2024Q4: 8,691 shares; 2025Q1: 8,307 shares; 2025Q2: 7,712 shares; 2025Q3: 395,666 shares; 2025Q4: 171,436 shares; 2026Q1: 117,606 shares; 2026Q2: 113,612 shares 113,612 $11.2M 0.19% -3,994 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,715 shares; 2024Q4: 70,562 shares; 2025Q1: 67,580 shares; 2025Q2: 68,522 shares; 2025Q3: 75,834 shares; 2025Q4: 78,391 shares; 2026Q1: 83,109 shares; 2026Q2: 184,860 shares 184,860 $11.2M 0.18% +101,751 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: 27,064 shares; 2024Q4: 44,137 shares; 2025Q1: 48,875 shares; 2025Q2: 51,992 shares; 2025Q3: 64,074 shares; 2025Q4: 98,827 shares; 2026Q1: 102,602 shares; 2026Q2: 108,246 shares 108,246 $11.1M 0.18% +5,644 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: 33,446 shares; 2024Q4: 33,548 shares; 2025Q1: 12,068 shares; 2025Q2: 13,857 shares; 2025Q3: 13,884 shares; 2025Q4: 16,026 shares; 2026Q1: 16,815 shares; 2026Q2: 36,465 shares 36,465 $11M 0.18% +19,650 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,925 shares; 2025Q1: 33,399 shares; 2025Q2: 45,458 shares; 2025Q3: 51,965 shares; 2025Q4: 91,581 shares; 2026Q1: 217,567 shares; 2026Q2: 214,049 shares 214,049 $10.9M 0.18% -3,518 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: 1,193 shares; 2024Q4: 1,163 shares; 2025Q1: 1,789 shares; 2025Q2: 2,745 shares; 2025Q3: 3,305 shares; 2025Q4: 3,641 shares; 2026Q1: 3,758 shares; 2026Q2: 36,028 shares 36,028 $10.9M 0.18% +32,270 Timeline FMAY 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: 55,693 shares; 2024Q4: 10,095 shares; 2025Q1: 9,679 shares; 2025Q2: 13,993 shares; 2025Q3: 13,993 shares; 2025Q4: 13,921 shares; 2026Q1: 11,214 shares; 2026Q2: 191,866 shares 191,866 $10.8M 0.18% +180,652 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: 106,196 shares; 2024Q4: 84,525 shares; 2025Q1: 88,711 shares; 2025Q2: 99,259 shares; 2025Q3: 112,495 shares; 2025Q4: 130,095 shares; 2026Q1: 134,761 shares; 2026Q2: 138,845 shares 138,845 $10.5M 0.17% +4,084 Timeline FLQL 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: 9,662 shares; 2025Q4: 104,048 shares; 2026Q1: 132,851 shares; 2026Q2: 133,525 shares 133,525 $10.5M 0.17% +674 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: 127,187 shares; 2024Q4: 135,794 shares; 2025Q1: 121,695 shares; 2025Q2: 114,299 shares; 2025Q3: 243,389 shares; 2025Q4: 162,170 shares; 2026Q1: 132,408 shares; 2026Q2: 134,458 shares 134,458 $10.4M 0.17% +2,050 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: 89,177 shares; 2024Q4: 66,023 shares; 2025Q1: 60,435 shares; 2025Q2: 63,735 shares; 2025Q3: 77,328 shares; 2025Q4: 77,470 shares; 2026Q1: 76,852 shares; 2026Q2: 80,447 shares 80,447 $10.3M 0.17% +3,595 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: 94,752 shares; 2024Q4: 98,973 shares; 2025Q1: 236,378 shares; 2025Q2: 287,229 shares; 2025Q3: 213,234 shares; 2025Q4: 158,822 shares; 2026Q1: 126,719 shares; 2026Q2: 111,933 shares 111,933 $10.3M 0.17% -14,786 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: 44,399 shares; 2024Q4: 40,619 shares; 2025Q1: 37,324 shares; 2025Q2: 56,796 shares; 2025Q3: 60,377 shares; 2025Q4: 57,497 shares; 2026Q1: 88,997 shares; 2026Q2: 87,764 shares 87,764 $10.2M 0.17% -1,233 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: 35,590 shares; 2024Q4: 39,904 shares; 2025Q1: 42,531 shares; 2025Q2: 44,638 shares; 2025Q3: 43,498 shares; 2025Q4: 104,283 shares; 2026Q1: 115,128 shares; 2026Q2: 126,252 shares 126,252 $10.2M 0.17% +11,124 Timeline FTCB 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: 28,751 shares; 2025Q3: 30,251 shares; 2025Q4: 339,272 shares; 2026Q1: 444,770 shares; 2026Q2: 488,930 shares 488,930 $10.2M 0.17% +44,160 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: 55,129 shares; 2024Q4: 52,922 shares; 2025Q1: 60,814 shares; 2025Q2: 57,378 shares; 2025Q3: 60,919 shares; 2025Q4: 58,987 shares; 2026Q1: 58,687 shares; 2026Q2: 72,357 shares 72,357 $10.1M 0.17% +13,670 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: 59,314 shares; 2024Q4: 44,456 shares; 2025Q1: 46,009 shares; 2025Q2: 46,888 shares; 2025Q3: 147,533 shares; 2025Q4: 162,150 shares; 2026Q1: 162,766 shares; 2026Q2: 162,128 shares 162,128 $10M 0.17% -638 Timeline FLCB 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: 15,754 shares; 2025Q4: 377,895 shares; 2026Q1: 459,422 shares; 2026Q2: 467,065 shares 467,065 $10M 0.17% +7,643 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: 25,025 shares; 2024Q4: 26,344 shares; 2025Q1: 28,073 shares; 2025Q2: 27,696 shares; 2025Q3: 50,537 shares; 2025Q4: 28,480 shares; 2026Q1: 29,123 shares; 2026Q2: 35,123 shares 35,123 $9.88M 0.16% +6,000 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: 14,790 shares; 2024Q4: 14,645 shares; 2025Q1: 10,536 shares; 2025Q2: 8,348 shares; 2025Q3: 8,430 shares; 2025Q4: 7,397 shares; 2026Q1: 11,857 shares; 2026Q2: 15,031 shares 15,031 $9.86M 0.16% +3,174 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 2,183 shares; 2025Q1: 7,121 shares; 2025Q2: 66,422 shares; 2025Q3: 71,708 shares; 2025Q4: 72,995 shares; 2026Q1: 60,553 shares; 2026Q2: 62,722 shares 62,722 $9.85M 0.16% +2,169 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,855 shares; 2024Q4: 136,634 shares; 2025Q1: 104,103 shares; 2025Q2: 97,386 shares; 2025Q3: 102,357 shares; 2025Q4: 104,838 shares; 2026Q1: 31,112 shares; 2026Q2: 158,316 shares 158,316 $9.69M 0.16% +127,204 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,122 shares; 2024Q4: 95,678 shares; 2025Q1: 94,357 shares; 2025Q2: 46,612 shares; 2025Q3: 53,299 shares; 2025Q4: 54,758 shares; 2026Q1: 54,950 shares; 2026Q2: 43,783 shares 43,783 $9.6M 0.16% -11,167 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,266 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 14,941 shares; 2025Q3: 21,387 shares; 2025Q4: 82,394 shares; 2026Q1: 181,869 shares; 2026Q2: 208,086 shares 208,086 $9.58M 0.16% +26,217 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: 47,021 shares; 2024Q4: 44,588 shares; 2025Q1: 7,842 shares; 2025Q2: 43,828 shares; 2025Q3: 122,067 shares; 2025Q4: 106,624 shares; 2026Q1: 121,448 shares; 2026Q2: 43,414 shares 43,414 $9.53M 0.16% -78,034 Timeline SPYI 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: 5,128 shares; 2025Q4: 139,954 shares; 2026Q1: 168,328 shares; 2026Q2: 174,104 shares 174,104 $9.24M 0.15% +5,776 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: 22,223 shares; 2024Q4: 22,184 shares; 2025Q1: 22,647 shares; 2025Q2: 22,360 shares; 2025Q3: 39,986 shares; 2025Q4: 40,512 shares; 2026Q1: 40,533 shares; 2026Q2: 42,086 shares 42,086 $9.19M 0.15% +1,553 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,610 shares; 2024Q4: 160,133 shares; 2025Q1: 167,898 shares; 2025Q2: 172,809 shares; 2025Q3: 172,424 shares; 2025Q4: 176,137 shares; 2026Q1: 173,631 shares; 2026Q2: 149,578 shares 149,578 $9.19M 0.15% -24,053 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: 156,188 shares; 2024Q4: 178,327 shares; 2025Q1: 169,972 shares; 2025Q2: 159,501 shares; 2025Q3: 129,809 shares; 2025Q4: 127,907 shares; 2026Q1: 126,928 shares; 2026Q2: 120,655 shares 120,655 $9.16M 0.15% -6,273 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: 22,971 shares; 2024Q4: 49,569 shares; 2025Q1: 50,513 shares; 2025Q2: 50,061 shares; 2025Q3: 52,819 shares; 2025Q4: 53,758 shares; 2026Q1: 23,800 shares; 2026Q2: 26,776 shares 26,776 $9.13M 0.15% +2,976 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: 9,038 shares; 2024Q4: 8,645 shares; 2025Q1: 7,975 shares; 2025Q2: 8,140 shares; 2025Q3: 19,022 shares; 2025Q4: 18,103 shares; 2026Q1: 17,667 shares; 2026Q2: 73,349 shares 73,349 $9.11M 0.15% +55,682 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: 12,901 shares; 2024Q4: 12,709 shares; 2025Q1: 12,831 shares; 2025Q2: 13,166 shares; 2025Q3: 21,524 shares; 2025Q4: 39,354 shares; 2026Q1: 47,314 shares; 2026Q2: 47,306 shares 47,306 $9.01M 0.15% -8 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: 48,902 shares; 2024Q4: 54,602 shares; 2025Q1: 64,031 shares; 2025Q2: 69,050 shares; 2025Q3: 91,495 shares; 2025Q4: 98,291 shares; 2026Q1: 104,801 shares; 2026Q2: 109,219 shares 109,219 $8.88M 0.15% +4,418 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: 137,576 shares; 2024Q4: 146,603 shares; 2025Q1: 159,261 shares; 2025Q2: 193,100 shares; 2025Q3: 205,050 shares; 2025Q4: 223,287 shares; 2026Q1: 219,028 shares; 2026Q2: 221,719 shares 221,719 $8.87M 0.15% +2,691 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,028 shares; 2024Q4: 10,207 shares; 2025Q1: 10,366 shares; 2025Q2: 10,858 shares; 2025Q3: 11,137 shares; 2025Q4: 13,508 shares; 2026Q1: 13,663 shares; 2026Q2: 106,156 shares 106,156 $8.77M 0.14% +92,493 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: 245,639 shares; 2024Q4: 339,743 shares; 2025Q1: 309,083 shares; 2025Q2: 324,090 shares; 2025Q3: 261,031 shares; 2025Q4: 294,095 shares; 2026Q1: 294,892 shares; 2026Q2: 153,744 shares 153,744 $8.68M 0.14% -141,148 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: 151,117 shares; 2024Q4: 334,916 shares; 2025Q1: 366,755 shares; 2025Q2: 366,612 shares; 2025Q3: 266,072 shares; 2025Q4: 293,798 shares; 2026Q1: 376,100 shares; 2026Q2: 359,258 shares 359,258 $8.67M 0.14% -16,842 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: 1,404 shares; 2024Q4: 1,280 shares; 2025Q1: 924 shares; 2025Q2: 1,834 shares; 2025Q3: 7,514 shares; 2025Q4: 7,787 shares; 2026Q1: 8,099 shares; 2026Q2: 8,864 shares 8,864 $8.67M 0.14% +765 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,514 shares; 2024Q4: 322,747 shares; 2025Q1: 323,104 shares; 2025Q2: 357,342 shares; 2025Q3: 363,806 shares; 2025Q4: 404,477 shares; 2026Q1: 421,652 shares; 2026Q2: 442,965 shares 442,965 $8.65M 0.14% +21,313 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,850 shares; 2024Q4: 89,061 shares; 2025Q1: 89,365 shares; 2025Q2: 90,332 shares; 2025Q3: 92,897 shares; 2025Q4: 97,429 shares; 2026Q1: 103,893 shares; 2026Q2: 118,324 shares 118,324 $8.6M 0.14% +14,431 Timeline GBND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,297 shares; 2026Q1: 163,736 shares; 2026Q2: 168,188 shares 168,188 $8.5M 0.14% +4,452 Timeline XBB 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: 125,480 shares; 2025Q1: 184,808 shares; 2025Q2: 199,365 shares; 2025Q3: 206,998 shares; 2025Q4: 214,153 shares; 2026Q1: 218,625 shares; 2026Q2: 207,105 shares 207,105 $8.49M 0.14% -11,520 Timeline FMDE 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: not reported; 2024Q4: not reported; 2025Q1: 54,876 shares; 2025Q2: 129,878 shares; 2025Q3: 189,025 shares; 2025Q4: 201,104 shares; 2026Q1: 200,103 shares; 2026Q2: 208,652 shares 208,652 $8.47M 0.14% +8,549 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: 14,825 shares; 2024Q4: 17,765 shares; 2025Q1: 18,382 shares; 2025Q2: 18,825 shares; 2025Q3: 21,465 shares; 2025Q4: 26,349 shares; 2026Q1: 25,901 shares; 2026Q2: 16,467 shares 16,467 $8.46M 0.14% -9,434 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,107 shares; 2024Q4: 212,288 shares; 2025Q1: 238,196 shares; 2025Q2: 262,997 shares; 2025Q3: 325,921 shares; 2025Q4: 375,526 shares; 2026Q1: 396,927 shares; 2026Q2: 425,554 shares 425,554 $8.35M 0.14% +28,627 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,393 shares; 2024Q4: 26,381 shares; 2025Q1: 24,983 shares; 2025Q2: 28,863 shares; 2025Q3: 30,397 shares; 2025Q4: 42,244 shares; 2026Q1: 60,931 shares; 2026Q2: 70,155 shares 70,155 $8.26M 0.14% +9,224 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,840 shares; 2024Q4: 13,793 shares; 2025Q1: 25,109 shares; 2025Q2: 43,610 shares; 2025Q3: 46,020 shares; 2025Q4: 42,257 shares; 2026Q1: 51,120 shares; 2026Q2: 81,374 shares 81,374 $8.15M 0.13% +30,254 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,133 shares 135,133 $8.15M 0.13% new 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: 26,790 shares; 2024Q4: 27,791 shares; 2025Q1: 24,764 shares; 2025Q2: 30,527 shares; 2025Q3: 36,085 shares; 2025Q4: 46,473 shares; 2026Q1: 43,527 shares; 2026Q2: 44,967 shares 44,967 $8.13M 0.13% +1,440 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: 10,312 shares; 2024Q4: 15,885 shares; 2025Q1: 3,372 shares; 2025Q2: 14,015 shares; 2025Q3: 17,309 shares; 2025Q4: 16,360 shares; 2026Q1: 21,147 shares; 2026Q2: 24,110 shares 24,110 $8.07M 0.13% +2,963 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,567 shares; 2025Q4: 136,158 shares; 2026Q1: 150,050 shares; 2026Q2: 150,699 shares 150,699 $8.06M 0.13% +649 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,537 shares; 2024Q4: 36,333 shares; 2025Q1: 48,125 shares; 2025Q2: 46,263 shares; 2025Q3: 46,934 shares; 2025Q4: 182,821 shares; 2026Q1: 206,779 shares; 2026Q2: 184,718 shares 184,718 $8.06M 0.13% -22,061 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: 2,236 shares; 2024Q4: 2,213 shares; 2025Q1: 2,133 shares; 2025Q2: 2,254 shares; 2025Q3: 2,604 shares; 2025Q4: 2,550 shares; 2026Q1: 2,607 shares; 2026Q2: 11,355 shares 11,355 $7.99M 0.13% +8,748 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: 73,326 shares; 2024Q4: 75,326 shares; 2025Q1: 72,247 shares; 2025Q2: 77,403 shares; 2025Q3: 81,417 shares; 2025Q4: 66,597 shares; 2026Q1: 63,441 shares; 2026Q2: 54,467 shares 54,467 $7.98M 0.13% -8,974 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,033 shares; 2024Q4: 36,633 shares; 2025Q1: 53,819 shares; 2025Q2: 64,565 shares; 2025Q3: 77,352 shares; 2025Q4: 87,010 shares; 2026Q1: 86,357 shares; 2026Q2: 88,376 shares 88,376 $7.96M 0.13% +2,019 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: 23,546 shares; 2024Q4: 24,393 shares; 2025Q1: 38,944 shares; 2025Q2: 39,711 shares; 2025Q3: 51,072 shares; 2025Q4: 47,600 shares; 2026Q1: 46,213 shares; 2026Q2: 189,384 shares 189,384 $7.81M 0.13% +143,171 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,800 shares; 2025Q1: 157,465 shares; 2025Q2: 180,247 shares; 2025Q3: 208,930 shares; 2025Q4: 221,061 shares; 2026Q1: 220,086 shares; 2026Q2: 232,948 shares 232,948 $7.79M 0.13% +12,862 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: not reported; 2026Q2: 286,117 shares 286,117 $7.79M 0.13% new 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: 28,435 shares; 2024Q4: 33,758 shares; 2025Q1: 37,248 shares; 2025Q2: 39,603 shares; 2025Q3: 49,544 shares; 2025Q4: 54,916 shares; 2026Q1: 55,021 shares; 2026Q2: 57,213 shares 57,213 $7.75M 0.13% +2,192 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: 3,586 shares; 2024Q4: 4,172 shares; 2025Q1: 5,106 shares; 2025Q2: 9,898 shares; 2025Q3: 9,712 shares; 2025Q4: 9,788 shares; 2026Q1: 9,680 shares; 2026Q2: 9,623 shares 9,623 $7.65M 0.13% -57 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,973 shares; 2024Q4: 12,469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998,699 shares; 2025Q4: 961,953 shares; 2026Q1: 982,812 shares; 2026Q2: 956,230 shares 956,230 $7.54M 0.12% -26,582 Timeline CLIP 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: 25,505 shares; 2024Q4: 35,133 shares; 2025Q1: 55,203 shares; 2025Q2: 60,168 shares; 2025Q3: 67,920 shares; 2025Q4: 80,628 shares; 2026Q1: 85,353 shares; 2026Q2: 74,199 shares 74,199 $7.45M 0.12% -11,154 Timeline PTRB PGIM ETF TR More: the full row for PGIM 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: 171,351 shares; 2026Q1: 188,918 shares; 2026Q2: 179,373 shares 179,373 $7.44M 0.12% -9,545 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: 49,773 shares; 2024Q4: 59,459 shares; 2025Q1: 64,783 shares; 2025Q2: 75,977 shares; 2025Q3: 86,292 shares; 2025Q4: 87,008 shares; 2026Q1: 97,710 shares; 2026Q2: 92,938 shares 92,938 $7.34M 0.12% -4,772 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: 4,608 shares; 2025Q3: 10,113 shares; 2025Q4: 10,672 shares; 2026Q1: 11,178 shares; 2026Q2: 26,525 shares 26,525 $7.33M 0.12% +15,347 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: 846 shares; 2024Q4: 781 shares; 2025Q1: 3,512 shares; 2025Q2: 5,280 shares; 2025Q3: 9,273 shares; 2025Q4: 16,986 shares; 2026Q1: 18,607 shares; 2026Q2: 19,215 shares 19,215 $7.21M 0.12% +608 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,601 shares; 2025Q2: 53,535 shares; 2025Q3: 45,510 shares; 2025Q4: 39,080 shares; 2026Q1: 496,519 shares; 2026Q2: 478,763 shares 478,763 $7.2M 0.12% -17,756 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: 44,753 shares; 2024Q4: 52,142 shares; 2025Q1: 53,294 shares; 2025Q2: 52,906 shares; 2025Q3: 52,582 shares; 2025Q4: 53,399 shares; 2026Q1: 49,114 shares; 2026Q2: 51,145 shares 51,145 $7.16M 0.12% +2,031 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: 5,991 shares; 2024Q4: 6,352 shares; 2025Q1: 6,403 shares; 2025Q2: 6,431 shares; 2025Q3: 20,094 shares; 2025Q4: 18,311 shares; 2026Q1: 16,398 shares; 2026Q2: 81,104 shares 81,104 $7.13M 0.12% +64,706 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: 4,226 shares; 2024Q4: 4,124 shares; 2025Q1: 4,378 shares; 2025Q2: 3,339 shares; 2025Q3: 3,976 shares; 2025Q4: 5,006 shares; 2026Q1: 13,169 shares; 2026Q2: 17,904 shares 17,904 $7.12M 0.12% +4,735 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: not reported; 2025Q4: 144,640 shares; 2026Q1: 211,083 shares; 2026Q2: 202,154 shares 202,154 $7.11M 0.12% -8,929 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 128,587 shares; 2026Q1: 147,445 shares; 2026Q2: 139,413 shares 139,413 $7.09M 0.12% -8,032 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: not reported; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 7,229 shares; 2025Q3: 73,666 shares; 2025Q4: 109,683 shares; 2026Q1: 125,777 shares; 2026Q2: 139,921 shares 139,921 $7.08M 0.12% +14,144 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: 19,977 shares; 2024Q4: 21,748 shares; 2025Q1: 21,613 shares; 2025Q2: 22,737 shares; 2025Q3: 27,540 shares; 2025Q4: 27,908 shares; 2026Q1: 28,954 shares; 2026Q2: 28,707 shares 28,707 $7.07M 0.12% -247 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751,786 shares; 2024Q4: 758,275 shares; 2025Q1: 840,607 shares; 2025Q2: 876,448 shares; 2025Q3: 852,774 shares; 2025Q4: 796,868 shares; 2026Q1: 777,378 shares; 2026Q2: 749,526 shares 749,526 $7.04M 0.12% -27,852 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,520 shares; 2026Q2: 190,420 shares 190,420 $6.97M 0.12% +154,900 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,902 shares; 2024Q4: 8,746 shares; 2025Q1: 8,786 shares; 2025Q2: 8,797 shares; 2025Q3: 5,857 shares; 2025Q4: 121,359 shares; 2026Q1: 140,622 shares; 2026Q2: 139,177 shares 139,177 $6.93M 0.11% -1,445 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,046 shares; 2024Q4: 48,978 shares; 2025Q1: 51,159 shares; 2025Q2: 46,920 shares; 2025Q3: 54,633 shares; 2025Q4: 83,354 shares; 2026Q1: 81,840 shares; 2026Q2: 74,619 shares 74,619 $6.89M 0.11% -7,221 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG 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: 125,077 shares 125,077 $6.88M 0.11% new Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,086 shares; 2024Q4: 314,519 shares; 2025Q1: 388,512 shares; 2025Q2: 406,961 shares; 2025Q3: 411,821 shares; 2025Q4: 390,376 shares; 2026Q1: 391,175 shares; 2026Q2: 377,412 shares 377,412 $6.86M 0.11% -13,763 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329,501 shares 329,501 $6.85M 0.11% new Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,034 shares; 2025Q2: 233,106 shares; 2025Q3: 287,484 shares; 2025Q4: 309,195 shares; 2026Q1: 319,831 shares; 2026Q2: 331,612 shares 331,612 $6.84M 0.11% +11,781 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: not reported; 2025Q4: not reported; 2026Q1: 199,448 shares; 2026Q2: 204,107 shares 204,107 $6.84M 0.11% +4,659 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: 51,453 shares; 2024Q4: 47,841 shares; 2025Q1: 21,424 shares; 2025Q2: 38,945 shares; 2025Q3: 44,589 shares; 2025Q4: 76,620 shares; 2026Q1: 56,083 shares; 2026Q2: 57,310 shares 57,310 $6.82M 0.11% +1,227 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: 34,236 shares; 2025Q1: 33,609 shares; 2025Q2: 44,800 shares; 2025Q3: 46,568 shares; 2025Q4: 44,093 shares; 2026Q1: 45,970 shares; 2026Q2: 39,351 shares 39,351 $6.68M 0.11% -6,619 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,566 shares; 2024Q4: 23,337 shares; 2025Q1: 22,205 shares; 2025Q2: 23,443 shares; 2025Q3: 24,745 shares; 2025Q4: 28,474 shares; 2026Q1: 22,702 shares; 2026Q2: 25,626 shares 25,626 $6.67M 0.11% +2,924 Timeline JGRO 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: 22,960 shares; 2024Q4: 38,320 shares; 2025Q1: 37,131 shares; 2025Q2: 60,959 shares; 2025Q3: 68,492 shares; 2025Q4: 73,144 shares; 2026Q1: 74,164 shares; 2026Q2: 67,613 shares 67,613 $6.67M 0.11% -6,551 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: 23,368 shares; 2024Q4: 25,082 shares; 2025Q1: 25,724 shares; 2025Q2: 29,077 shares; 2025Q3: 36,295 shares; 2025Q4: 36,668 shares; 2026Q1: 37,276 shares; 2026Q2: 40,133 shares 40,133 $6.65M 0.11% +2,857 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: 106,171 shares; 2024Q4: 110,319 shares; 2025Q1: 100,114 shares; 2025Q2: 101,392 shares; 2025Q3: 136,609 shares; 2025Q4: 148,921 shares; 2026Q1: 114,145 shares; 2026Q2: 115,983 shares 115,983 $6.61M 0.11% +1,838 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: 9,187 shares; 2024Q4: 10,995 shares; 2025Q1: 6,276 shares; 2025Q2: 9,046 shares; 2025Q3: 10,354 shares; 2025Q4: 12,203 shares; 2026Q1: 13,793 shares; 2026Q2: 15,300 shares 15,300 $6.6M 0.11% +1,507 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: 12,641 shares; 2024Q4: 25,046 shares; 2025Q1: 27,277 shares; 2025Q2: 31,986 shares; 2025Q3: 32,033 shares; 2025Q4: 33,439 shares; 2026Q1: 28,750 shares; 2026Q2: 19,378 shares 19,378 $6.55M 0.11% -9,372 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,810 shares; 2024Q4: 188,569 shares; 2025Q1: 207,311 shares; 2025Q2: 234,549 shares; 2025Q3: 263,568 shares; 2025Q4: 292,657 shares; 2026Q1: 312,150 shares; 2026Q2: 321,727 shares 321,727 $6.55M 0.11% +9,577 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 162,291 shares; 2025Q4: 169,821 shares; 2026Q1: 191,329 shares; 2026Q2: 196,397 shares 196,397 $6.54M 0.11% +5,068 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,049 shares; 2024Q4: 10,679 shares; 2025Q1: 10,055 shares; 2025Q2: 22,430 shares; 2025Q3: 24,147 shares; 2025Q4: 24,122 shares; 2026Q1: 24,184 shares; 2026Q2: 18,869 shares 18,869 $6.5M 0.11% -5,315 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: 21,836 shares; 2024Q4: 27,159 shares; 2025Q1: 25,066 shares; 2025Q2: 27,620 shares; 2025Q3: 32,079 shares; 2025Q4: 33,003 shares; 2026Q1: 33,068 shares; 2026Q2: 33,564 shares 33,564 $6.37M 0.11% +496 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: 52,630 shares; 2024Q4: 54,609 shares; 2025Q1: 55,762 shares; 2025Q2: 60,642 shares; 2025Q3: 69,390 shares; 2025Q4: 72,932 shares; 2026Q1: 72,968 shares; 2026Q2: 73,687 shares 73,687 $6.3M 0.1% +719 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,258 shares; 2024Q4: 97,825 shares; 2025Q1: 83,388 shares; 2025Q2: 74,297 shares; 2025Q3: 68,788 shares; 2025Q4: 64,711 shares; 2026Q1: 60,974 shares; 2026Q2: 55,670 shares 55,670 $6.28M 0.1% -5,304 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,370 shares; 2024Q4: 66,477 shares; 2025Q1: 66,904 shares; 2025Q2: 66,446 shares; 2025Q3: 75,908 shares; 2025Q4: 81,806 shares; 2026Q1: 86,085 shares; 2026Q2: 90,536 shares 90,536 $6.24M 0.1% +4,451 Timeline BSCT 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: 13,623 shares; 2024Q4: 96,227 shares; 2025Q1: 100,340 shares; 2025Q2: 137,713 shares; 2025Q3: 262,410 shares; 2025Q4: 299,026 shares; 2026Q1: 312,777 shares; 2026Q2: 331,420 shares 331,420 $6.16M 0.1% +18,643 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,310 shares; 2024Q4: 70,548 shares; 2025Q1: 70,880 shares; 2025Q2: 73,378 shares; 2025Q3: 72,566 shares; 2025Q4: 72,567 shares; 2026Q1: 73,947 shares; 2026Q2: 73,768 shares 73,768 $6.1M 0.1% -179 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: 3,117 shares; 2024Q4: 4,959 shares; 2025Q1: 4,676 shares; 2025Q2: 4,329 shares; 2025Q3: 5,130 shares; 2025Q4: 6,698 shares; 2026Q1: 9,343 shares; 2026Q2: 11,718 shares 11,718 $6.08M 0.1% +2,375 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: 63,346 shares; 2024Q4: 61,042 shares; 2025Q1: 57,031 shares; 2025Q2: 53,217 shares; 2025Q3: 54,651 shares; 2025Q4: 106,747 shares; 2026Q1: 117,254 shares; 2026Q2: 133,886 shares 133,886 $6.07M 0.1% +16,632 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: 2,776 shares; 2024Q4: 2,818 shares; 2025Q1: 3,426 shares; 2025Q2: 3,564 shares; 2025Q3: 10,022 shares; 2025Q4: 16,352 shares; 2026Q1: 12,056 shares; 2026Q2: 12,251 shares 12,251 $6.02M 0.1% +195 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: 56,956 shares; 2024Q4: 58,071 shares; 2025Q1: 102,381 shares; 2025Q2: 103,952 shares; 2025Q3: 76,793 shares; 2025Q4: 74,564 shares; 2026Q1: 122,459 shares; 2026Q2: 76,518 shares 76,518 $5.96M 0.1% -45,941 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: 11,526 shares; 2024Q4: 13,832 shares; 2025Q1: 17,731 shares; 2025Q2: 18,610 shares; 2025Q3: 20,708 shares; 2025Q4: 21,064 shares; 2026Q1: 18,972 shares; 2026Q2: 21,950 shares 21,950 $5.93M 0.1% +2,978 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,154 shares; 2024Q4: 394,394 shares; 2025Q1: 415,190 shares; 2025Q2: 427,840 shares; 2025Q3: 398,278 shares; 2025Q4: 366,017 shares; 2026Q1: 358,394 shares; 2026Q2: 343,844 shares 343,844 $5.9M 0.1% -14,550 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: 43,953 shares; 2024Q4: 48,663 shares; 2025Q1: 46,692 shares; 2025Q2: 48,952 shares; 2025Q3: 50,369 shares; 2025Q4: 62,769 shares; 2026Q1: 65,519 shares; 2026Q2: 61,143 shares 61,143 $5.89M 0.1% -4,376 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: 43,413 shares; 2024Q4: 40,557 shares; 2025Q1: 51,304 shares; 2025Q2: 101,507 shares; 2025Q3: 110,177 shares; 2025Q4: 97,741 shares; 2026Q1: 114,571 shares; 2026Q2: 108,768 shares 108,768 $5.82M 0.1% -5,803 Timeline UMAR 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: 278,933 shares; 2024Q4: 276,977 shares; 2025Q1: 253,417 shares; 2025Q2: 248,332 shares; 2025Q3: 236,835 shares; 2025Q4: 186,285 shares; 2026Q1: 172,145 shares; 2026Q2: 137,136 shares 137,136 $5.79M 0.1% -35,009 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,802 shares; 2024Q4: 102,507 shares; 2025Q1: 144,420 shares; 2025Q2: 167,093 shares; 2025Q3: 177,189 shares; 2025Q4: 355,603 shares; 2026Q1: 434,519 shares; 2026Q2: 457,091 shares 457,091 $5.79M 0.1% +22,572 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: 6,146 shares; 2024Q4: 6,442 shares; 2025Q1: 11,555 shares; 2025Q2: 14,198 shares; 2025Q3: 15,033 shares; 2025Q4: 16,159 shares; 2026Q1: 6,553 shares; 2026Q2: 7,569 shares 7,569 $5.78M 0.1% +1,016 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,401 shares; 2025Q1: 29,393 shares; 2025Q2: 31,293 shares; 2025Q3: 32,470 shares; 2025Q4: 54,285 shares; 2026Q1: 56,372 shares; 2026Q2: 151,676 shares 151,676 $5.76M 0.1% +95,304 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: 345,026 shares; 2024Q4: 281,245 shares; 2025Q1: 255,803 shares; 2025Q2: 217,055 shares; 2025Q3: 226,897 shares; 2025Q4: 214,411 shares; 2026Q1: 200,269 shares; 2026Q2: 106,656 shares 106,656 $5.72M 0.09% -93,613 Timeline FSIG 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: 259,971 shares; 2026Q1: 296,438 shares; 2026Q2: 301,187 shares 301,187 $5.68M 0.09% +4,749 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,378 shares; 2024Q4: 24,912 shares; 2025Q1: 27,507 shares; 2025Q2: 27,606 shares; 2025Q3: 38,504 shares; 2025Q4: 52,496 shares; 2026Q1: 53,653 shares; 2026Q2: 59,195 shares 59,195 $5.67M 0.09% +5,542 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: 1,639 shares; 2024Q4: 1,411 shares; 2025Q1: not reported; 2025Q2: 4,378 shares; 2025Q3: 4,928 shares; 2025Q4: 5,140 shares; 2026Q1: 5,695 shares; 2026Q2: 6,727 shares 6,727 $5.65M 0.09% +1,032 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,931 shares; 2025Q3: 22,859 shares; 2025Q4: 23,628 shares; 2026Q1: 25,023 shares; 2026Q2: 26,369 shares 26,369 $5.61M 0.09% +1,346 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: 16,131 shares; 2024Q4: 22,224 shares; 2025Q1: 19,433 shares; 2025Q2: 20,794 shares; 2025Q3: 24,454 shares; 2025Q4: 25,569 shares; 2026Q1: 25,852 shares; 2026Q2: 26,596 shares 26,596 $5.56M 0.09% +744 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,379 shares; 2025Q3: 40,999 shares; 2025Q4: 47,257 shares; 2026Q1: 41,017 shares; 2026Q2: 40,969 shares 40,969 $5.52M 0.09% -48 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: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 4,654 shares; 2025Q4: 44,123 shares; 2026Q1: 43,153 shares; 2026Q2: 61,904 shares 61,904 $5.51M 0.09% +18,751 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 8,723 shares; 2026Q1: 113,385 shares; 2026Q2: 109,923 shares 109,923 $5.5M 0.09% -3,462 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: 43,066 shares; 2024Q4: 44,476 shares; 2025Q1: 47,817 shares; 2025Q2: 53,503 shares; 2025Q3: 66,594 shares; 2025Q4: 60,915 shares; 2026Q1: 64,152 shares; 2026Q2: 76,034 shares 76,034 $5.46M 0.09% +11,882 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: 117,850 shares; 2024Q4: 134,950 shares; 2025Q1: 127,070 shares; 2025Q2: 129,148 shares; 2025Q3: 171,789 shares; 2025Q4: 212,718 shares; 2026Q1: 225,888 shares; 2026Q2: 263,231 shares 263,231 $5.45M 0.09% +37,343 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: 17,503 shares; 2024Q4: 16,762 shares; 2025Q1: 15,288 shares; 2025Q2: 28,259 shares; 2025Q3: 24,284 shares; 2025Q4: 21,801 shares; 2026Q1: 20,920 shares; 2026Q2: 21,570 shares 21,570 $5.44M 0.09% +650 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,507 shares; 2025Q1: 10,260 shares; 2025Q2: 10,526 shares; 2025Q3: 13,754 shares; 2025Q4: 15,136 shares; 2026Q1: 25,483 shares; 2026Q2: 40,257 shares 40,257 $5.36M 0.09% +14,774 Timeline PSH PGIM ETF TR More: the full row for PGIM 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: 97,532 shares; 2026Q1: 111,258 shares; 2026Q2: 107,361 shares 107,361 $5.36M 0.09% -3,897 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: 27,664 shares; 2024Q4: 25,672 shares; 2025Q1: 25,033 shares; 2025Q2: 25,541 shares; 2025Q3: 33,153 shares; 2025Q4: 38,448 shares; 2026Q1: 39,446 shares; 2026Q2: 42,083 shares 42,083 $5.33M 0.09% +2,637 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,461 shares; 2025Q3: 27,041 shares; 2025Q4: 25,363 shares; 2026Q1: 33,288 shares; 2026Q2: 57,815 shares 57,815 $5.32M 0.09% +24,527 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 9,044 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,415 shares; 2025Q4: 35,471 shares; 2026Q1: 34,381 shares; 2026Q2: 33,985 shares 33,985 $5.24M 0.09% -396 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,279 shares; 2024Q4: 35,534 shares; 2025Q1: 39,243 shares; 2025Q2: 49,890 shares; 2025Q3: 175,164 shares; 2025Q4: 199,664 shares; 2026Q1: 209,683 shares; 2026Q2: 226,152 shares 226,152 $5.19M 0.09% +16,469 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: 31,884 shares; 2024Q4: 33,001 shares; 2025Q1: 33,435 shares; 2025Q2: 39,870 shares; 2025Q3: 40,444 shares; 2025Q4: 41,004 shares; 2026Q1: 45,907 shares; 2026Q2: 47,043 shares 47,043 $5.19M 0.09% +1,136 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 64,266 shares; 2026Q1: 62,351 shares; 2026Q2: 60,733 shares 60,733 $5.16M 0.09% -1,618 Timeline FMB 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: 86,991 shares; 2024Q4: 87,937 shares; 2025Q1: 88,997 shares; 2025Q2: 88,127 shares; 2025Q3: 88,012 shares; 2025Q4: 86,365 shares; 2026Q1: 96,740 shares; 2026Q2: 100,177 shares 100,177 $5.15M 0.09% +3,437 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: 14,370 shares; 2024Q4: 14,896 shares; 2025Q1: 13,356 shares; 2025Q2: 14,794 shares; 2025Q3: 16,137 shares; 2025Q4: 17,078 shares; 2026Q1: 17,111 shares; 2026Q2: 16,958 shares 16,958 $5.14M 0.08% -153 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,384 shares; 2024Q4: 5,995 shares; 2025Q1: 4,962 shares; 2025Q2: 9,780 shares; 2025Q3: 17,136 shares; 2025Q4: 19,177 shares; 2026Q1: 18,655 shares; 2026Q2: 17,320 shares 17,320 $5.03M 0.08% -1,335 Timeline KOMP 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: 66,593 shares; 2024Q4: 72,174 shares; 2025Q1: 69,671 shares; 2025Q2: 72,685 shares; 2025Q3: 69,665 shares; 2025Q4: 69,983 shares; 2026Q1: 70,227 shares; 2026Q2: 70,233 shares 70,233 $5.02M 0.08% +6 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,139 shares; 2025Q3: 54,273 shares; 2025Q4: 58,381 shares; 2026Q1: 58,253 shares; 2026Q2: 60,779 shares 60,779 $5M 0.08% +2,526 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: 19,495 shares; 2024Q4: 16,852 shares; 2025Q1: 15,870 shares; 2025Q2: 17,169 shares; 2025Q3: 21,444 shares; 2025Q4: 22,385 shares; 2026Q1: 22,562 shares; 2026Q2: 23,450 shares 23,450 $4.99M 0.08% +888 Timeline AFLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,452 shares; 2026Q1: 107,841 shares; 2026Q2: 114,188 shares 114,188 $4.96M 0.08% +6,347 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: 21,770 shares; 2024Q4: 22,219 shares; 2025Q1: 22,843 shares; 2025Q2: 21,121 shares; 2025Q3: 100,206 shares; 2025Q4: 116,505 shares; 2026Q1: 61,034 shares; 2026Q2: 63,317 shares 63,317 $4.95M 0.08% +2,283 Timeline OMFL 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: 122,188 shares; 2024Q4: 121,347 shares; 2025Q1: 61,147 shares; 2025Q2: 59,585 shares; 2025Q3: 62,907 shares; 2025Q4: 75,484 shares; 2026Q1: 69,144 shares; 2026Q2: 72,011 shares 72,011 $4.94M 0.08% +2,867 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,224 shares; 2025Q3: 46,522 shares; 2025Q4: 44,226 shares; 2026Q1: 42,825 shares; 2026Q2: 38,802 shares 38,802 $4.92M 0.08% -4,023 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,386 shares; 2025Q3: 134,129 shares; 2025Q4: 144,542 shares; 2026Q1: 142,337 shares; 2026Q2: 137,527 shares 137,527 $4.91M 0.08% -4,810 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: 6,247 shares; 2024Q4: 6,247 shares; 2025Q1: 5,255 shares; 2025Q2: 6,823 shares; 2025Q3: 42,195 shares; 2025Q4: 38,129 shares; 2026Q1: 32,176 shares; 2026Q2: 29,745 shares 29,745 $4.86M 0.08% -2,431 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: 649 shares; 2024Q4: 608 shares; 2025Q1: 706 shares; 2025Q2: 567 shares; 2025Q3: 1,418 shares; 2025Q4: 2,054 shares; 2026Q1: 1,346 shares; 2026Q2: 26,926 shares 26,926 $4.8M 0.08% +25,580 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,643 shares; 2024Q4: 59,645 shares; 2025Q1: 66,015 shares; 2025Q2: 89,846 shares; 2025Q3: 100,751 shares; 2025Q4: 113,185 shares; 2026Q1: 125,335 shares; 2026Q2: 94,197 shares 94,197 $4.77M 0.08% -31,138 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: 17,855 shares; 2024Q4: 12,323 shares; 2025Q1: 22,935 shares; 2025Q2: 59,278 shares; 2025Q3: 57,441 shares; 2025Q4: 46,159 shares; 2026Q1: 48,058 shares; 2026Q2: 130,469 shares 130,469 $4.77M 0.08% +82,411 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,819 shares; 2025Q1: 2,404 shares; 2025Q2: 2,739 shares; 2025Q3: 5,939 shares; 2025Q4: 14,789 shares; 2026Q1: 23,154 shares; 2026Q2: 24,816 shares 24,816 $4.76M 0.08% +1,662 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: 27,785 shares 27,785 $4.75M 0.08% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,403 shares; 2024Q4: 48,022 shares; 2025Q1: 59,025 shares; 2025Q2: 62,432 shares; 2025Q3: 64,294 shares; 2025Q4: 72,320 shares; 2026Q1: 74,741 shares; 2026Q2: 71,818 shares 71,818 $4.71M 0.08% -2,923 Timeline PZA 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: not reported; 2026Q1: 160,250 shares; 2026Q2: 200,311 shares 200,311 $4.71M 0.08% +40,061 Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS 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: not reported; 2026Q2: 236,278 shares 236,278 $4.67M 0.08% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,476 shares; 2024Q4: 47,910 shares; 2025Q1: 58,708 shares; 2025Q2: 60,001 shares; 2025Q3: 82,401 shares; 2025Q4: 86,261 shares; 2026Q1: 75,945 shares; 2026Q2: 79,080 shares 79,080 $4.66M 0.08% +3,135 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: 5,716 shares; 2025Q1: 6,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,580 shares; 2026Q2: 92,447 shares 92,447 $4.65M 0.08% +17,867 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: 2,617 shares; 2024Q4: 3,215 shares; 2025Q1: 5,895 shares; 2025Q2: 3,982 shares; 2025Q3: 8,745 shares; 2025Q4: 35,746 shares; 2026Q1: 38,167 shares; 2026Q2: 42,991 shares 42,991 $4.63M 0.08% +4,824 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,071 shares; 2024Q4: 81,428 shares; 2025Q1: 79,535 shares; 2025Q2: 53,654 shares; 2025Q3: 58,376 shares; 2025Q4: 61,438 shares; 2026Q1: 63,187 shares; 2026Q2: 61,976 shares 61,976 $4.61M 0.08% -1,211 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: 4,050 shares; 2024Q4: 7,180 shares; 2025Q1: 5,254 shares; 2025Q2: 5,168 shares; 2025Q3: 9,071 shares; 2025Q4: 9,938 shares; 2026Q1: 10,039 shares; 2026Q2: 15,232 shares 15,232 $4.54M 0.07% +5,193 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: 51,261 shares; 2024Q4: 49,305 shares; 2025Q1: 49,648 shares; 2025Q2: 47,293 shares; 2025Q3: 48,444 shares; 2025Q4: 54,073 shares; 2026Q1: 51,942 shares; 2026Q2: 54,696 shares 54,696 $4.52M 0.07% +2,754 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: 2,455 shares; 2024Q4: 3,397 shares; 2025Q1: 3,128 shares; 2025Q2: 4,973 shares; 2025Q3: 8,878 shares; 2025Q4: 8,389 shares; 2026Q1: 10,696 shares; 2026Q2: 14,330 shares 14,330 $4.51M 0.07% +3,634 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,851 shares; 2024Q4: 8,653 shares; 2025Q1: 9,463 shares; 2025Q2: 8,916 shares; 2025Q3: 10,553 shares; 2025Q4: 12,260 shares; 2026Q1: 12,411 shares; 2026Q2: 12,437 shares 12,437 $4.5M 0.07% +26 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,942 shares; 2024Q4: 6,431 shares; 2025Q1: 4,097 shares; 2025Q2: 43,306 shares; 2025Q3: 44,345 shares; 2025Q4: 50,515 shares; 2026Q1: 50,501 shares; 2026Q2: 51,758 shares 51,758 $4.5M 0.07% +1,257 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: 1,079 shares; 2024Q4: 2,203 shares; 2025Q1: 2,088 shares; 2025Q2: 2,432 shares; 2025Q3: 2,612 shares; 2025Q4: 1,986 shares; 2026Q1: 2,270 shares; 2026Q2: 2,257 shares 2,257 $4.49M 0.07% -13 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: 1,050 shares; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,327 shares; 2025Q3: 1,860 shares; 2025Q4: 1,995 shares; 2026Q1: 2,050 shares; 2026Q2: 7,008 shares 7,008 $4.49M 0.07% +4,958 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,240 shares; 2024Q4: 19,240 shares; 2025Q1: 22,130 shares; 2025Q2: 22,160 shares; 2025Q3: 21,395 shares; 2025Q4: 19,635 shares; 2026Q1: 17,405 shares; 2026Q2: 151,710 shares 151,710 $4.46M 0.07% +134,305 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,881 shares; 2025Q3: 19,335 shares; 2025Q4: 19,795 shares; 2026Q1: 20,709 shares; 2026Q2: 20,586 shares 20,586 $4.46M 0.07% -123 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: 24,216 shares; 2024Q4: 44,412 shares; 2025Q1: 25,251 shares; 2025Q2: 29,345 shares; 2025Q3: 31,572 shares; 2025Q4: 31,998 shares; 2026Q1: 31,216 shares; 2026Q2: 31,103 shares 31,103 $4.45M 0.07% -113 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: 35,094 shares; 2024Q4: 36,168 shares; 2025Q1: 37,101 shares; 2025Q2: 37,435 shares; 2025Q3: 41,494 shares; 2025Q4: 43,698 shares; 2026Q1: 45,614 shares; 2026Q2: 45,607 shares 45,607 $4.4M 0.07% -7 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: 2,709 shares; 2025Q1: 4,285 shares; 2025Q2: 5,054 shares; 2025Q3: 10,815 shares; 2025Q4: 17,215 shares; 2026Q1: 17,447 shares; 2026Q2: 18,478 shares 18,478 $4.4M 0.07% +1,031 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: 31,583 shares; 2024Q4: 45,711 shares; 2025Q1: 57,402 shares; 2025Q2: 62,401 shares; 2025Q3: 64,405 shares; 2025Q4: 72,690 shares; 2026Q1: 78,023 shares; 2026Q2: 86,737 shares 86,737 $4.39M 0.07% +8,714 Timeline JBBB 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: 8,074 shares; 2024Q4: 35,106 shares; 2025Q1: 56,625 shares; 2025Q2: 59,402 shares; 2025Q3: 85,129 shares; 2025Q4: 90,172 shares; 2026Q1: 98,921 shares; 2026Q2: 92,242 shares 92,242 $4.37M 0.07% -6,679 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 1,979 shares; 2025Q1: 1,286 shares; 2025Q2: 2,075 shares; 2025Q3: 8,511 shares; 2025Q4: 13,870 shares; 2026Q1: 13,029 shares; 2026Q2: 15,476 shares 15,476 $4.35M 0.07% +2,447 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,581 shares; 2024Q4: 13,766 shares; 2025Q1: 11,795 shares; 2025Q2: 11,899 shares; 2025Q3: 113,157 shares; 2025Q4: 152,201 shares; 2026Q1: 119,626 shares; 2026Q2: 109,855 shares 109,855 $4.35M 0.07% -9,771 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,602 shares; 2024Q4: 41,599 shares; 2025Q1: 43,862 shares; 2025Q2: 47,361 shares; 2025Q3: 51,632 shares; 2025Q4: 51,547 shares; 2026Q1: 55,648 shares; 2026Q2: 57,917 shares 57,917 $4.34M 0.07% +2,269 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: 22,959 shares; 2024Q4: 22,917 shares; 2025Q1: 23,696 shares; 2025Q2: 30,513 shares; 2025Q3: 23,710 shares; 2025Q4: 37,186 shares; 2026Q1: 32,745 shares; 2026Q2: 27,689 shares 27,689 $4.34M 0.07% -5,056 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: 4,240 shares; 2024Q4: 3,724 shares; 2025Q1: 17,175 shares; 2025Q2: 17,423 shares; 2025Q3: 19,097 shares; 2025Q4: 19,429 shares; 2026Q1: 17,758 shares; 2026Q2: 19,337 shares 19,337 $4.31M 0.07% +1,579 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: 34,247 shares; 2024Q4: 31,306 shares; 2025Q1: 30,293 shares; 2025Q2: 51,050 shares; 2025Q3: 61,389 shares; 2025Q4: 67,242 shares; 2026Q1: 38,601 shares; 2026Q2: 41,182 shares 41,182 $4.28M 0.07% +2,581 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,600 shares; 2024Q4: 21,037 shares; 2025Q1: 21,494 shares; 2025Q2: 23,222 shares; 2025Q3: 32,386 shares; 2025Q4: 37,756 shares; 2026Q1: 35,973 shares; 2026Q2: 40,946 shares 40,946 $4.26M 0.07% +4,973 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,056 shares 4,056 $4.25M 0.07% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 599 shares; 2025Q1: 475 shares; 2025Q2: 471 shares; 2025Q3: 817 shares; 2025Q4: 901 shares; 2026Q1: 840 shares; 2026Q2: 4,080 shares 4,080 $4.25M 0.07% +3,240 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: 13,184 shares; 2024Q4: 13,159 shares; 2025Q1: 7,207 shares; 2025Q2: 6,271 shares; 2025Q3: 5,956 shares; 2025Q4: 7,641 shares; 2026Q1: 10,707 shares; 2026Q2: 61,899 shares 61,899 $4.23M 0.07% +51,192 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: 14,166 shares; 2024Q4: 14,035 shares; 2025Q1: 14,369 shares; 2025Q2: 14,641 shares; 2025Q3: 27,403 shares; 2025Q4: 31,636 shares; 2026Q1: 27,159 shares; 2026Q2: 26,840 shares 26,840 $4.23M 0.07% -319 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,340 shares; 2024Q4: 63,418 shares; 2025Q1: 60,891 shares; 2025Q2: 62,132 shares; 2025Q3: 56,573 shares; 2025Q4: 60,830 shares; 2026Q1: 66,523 shares; 2026Q2: 82,675 shares 82,675 $4.22M 0.07% +16,152 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: 159,336 shares; 2024Q4: 182,390 shares; 2025Q1: 210,032 shares; 2025Q2: 210,120 shares; 2025Q3: 221,962 shares; 2025Q4: 237,573 shares; 2026Q1: 238,308 shares; 2026Q2: 73,118 shares 73,118 $4.22M 0.07% -165,190 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: 3,123 shares; 2024Q4: 2,975 shares; 2025Q1: 4,153 shares; 2025Q2: 4,020 shares; 2025Q3: 2,633 shares; 2025Q4: 19,157 shares; 2026Q1: 37,517 shares; 2026Q2: 42,220 shares 42,220 $4.19M 0.07% +4,703 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,639 shares; 2024Q4: 120,233 shares; 2025Q1: 109,051 shares; 2025Q2: 111,890 shares; 2025Q3: 227,662 shares; 2025Q4: 260,328 shares; 2026Q1: 301,730 shares; 2026Q2: 170,079 shares 170,079 $4.18M 0.07% -131,651 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: 3,023 shares; 2024Q4: 3,884 shares; 2025Q1: 3,577 shares; 2025Q2: 5,156 shares; 2025Q3: 5,817 shares; 2025Q4: 6,158 shares; 2026Q1: 6,458 shares; 2026Q2: 6,576 shares 6,576 $4.17M 0.07% +118 Timeline FLGV 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: 15,369 shares; 2025Q4: 191,264 shares; 2026Q1: 198,484 shares; 2026Q2: 205,671 shares 205,671 $4.17M 0.07% +7,187 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: 4,904 shares; 2024Q4: 5,357 shares; 2025Q1: 4,163 shares; 2025Q2: 4,203 shares; 2025Q3: 4,454 shares; 2025Q4: 5,018 shares; 2026Q1: 5,214 shares; 2026Q2: 5,492 shares 5,492 $4.15M 0.07% +278 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: not reported; 2025Q3: not reported; 2025Q4: 79,544 shares; 2026Q1: 197,248 shares; 2026Q2: 211,179 shares 211,179 $4.13M 0.07% +13,931 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: 3,582 shares; 2024Q4: 4,651 shares; 2025Q1: 5,037 shares; 2025Q2: 5,219 shares; 2025Q3: 7,396 shares; 2025Q4: 9,110 shares; 2026Q1: 8,649 shares; 2026Q2: 8,112 shares 8,112 $4.13M 0.07% -537 Timeline JHAI 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: 74,984 shares; 2026Q1: 105,221 shares; 2026Q2: 111,561 shares 111,561 $4.12M 0.07% +6,340 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: 26,964 shares; 2024Q4: 28,425 shares; 2025Q1: 96,847 shares; 2025Q2: 28,483 shares; 2025Q3: 43,641 shares; 2025Q4: 48,425 shares; 2026Q1: 47,771 shares; 2026Q2: 49,117 shares 49,117 $4.11M 0.07% +1,346 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,915 shares; 2024Q4: 23,316 shares; 2025Q1: 14,975 shares; 2025Q2: 15,526 shares; 2025Q3: 19,278 shares; 2025Q4: 21,531 shares; 2026Q1: 23,332 shares; 2026Q2: 25,115 shares 25,115 $4.11M 0.07% +1,783 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: 14,665 shares; 2024Q4: 15,276 shares; 2025Q1: 14,344 shares; 2025Q2: 16,382 shares; 2025Q3: 17,892 shares; 2025Q4: 17,790 shares; 2026Q1: 18,156 shares; 2026Q2: 18,596 shares 18,596 $4.1M 0.07% +440 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: 7,542 shares; 2024Q4: 8,714 shares; 2025Q1: 4,030 shares; 2025Q2: 4,233 shares; 2025Q3: 6,548 shares; 2025Q4: 6,889 shares; 2026Q1: 8,846 shares; 2026Q2: 7,975 shares 7,975 $4.06M 0.07% -871 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,842 shares; 2024Q4: 18,719 shares; 2025Q1: 19,347 shares; 2025Q2: 18,499 shares; 2025Q3: 18,938 shares; 2025Q4: 28,562 shares; 2026Q1: 33,786 shares; 2026Q2: 36,968 shares 36,968 $4.05M 0.07% +3,182 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: 16,996 shares; 2024Q4: 22,028 shares; 2025Q1: 22,705 shares; 2025Q2: 24,704 shares; 2025Q3: 29,037 shares; 2025Q4: 35,854 shares; 2026Q1: 36,392 shares; 2026Q2: 21,780 shares 21,780 $4.02M 0.07% -14,612 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,512 shares; 2025Q1: 39,074 shares; 2025Q2: 35,433 shares; 2025Q3: 35,176 shares; 2025Q4: 36,768 shares; 2026Q1: 31,924 shares; 2026Q2: 24,757 shares 24,757 $4.01M 0.07% -7,167 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 2,262 shares; 2025Q1: 2,251 shares; 2025Q2: 2,167 shares; 2025Q3: 5,262 shares; 2025Q4: 7,920 shares; 2026Q1: 6,803 shares; 2026Q2: 9,841 shares 9,841 $4.01M 0.07% +3,038 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,668 shares; 2024Q4: 27,710 shares; 2025Q1: 23,307 shares; 2025Q2: 23,951 shares; 2025Q3: 26,315 shares; 2025Q4: 32,254 shares; 2026Q1: 28,149 shares; 2026Q2: 25,560 shares 25,560 $4.01M 0.07% -2,589 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: 38,004 shares; 2024Q4: 62,631 shares; 2025Q1: 78,009 shares; 2025Q2: 79,339 shares; 2025Q3: 91,604 shares; 2025Q4: 106,443 shares; 2026Q1: 116,462 shares; 2026Q2: 120,055 shares 120,055 $4M 0.07% +3,593 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: 26,335 shares; 2024Q4: 15,442 shares; 2025Q1: 16,244 shares; 2025Q2: 15,446 shares; 2025Q3: 15,060 shares; 2025Q4: 14,021 shares; 2026Q1: 14,084 shares; 2026Q2: 13,724 shares 13,724 $3.99M 0.07% -360 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,248 shares; 2025Q1: 38,280 shares; 2025Q2: 52,585 shares; 2025Q3: 57,009 shares; 2025Q4: 60,663 shares; 2026Q1: 66,726 shares; 2026Q2: 59,895 shares 59,895 $3.95M 0.07% -6,831 Timeline VONG 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: not reported; 2024Q4: 3,294 shares; 2025Q1: 2,940 shares; 2025Q2: 3,093 shares; 2025Q3: 3,121 shares; 2025Q4: 2,990 shares; 2026Q1: 30,382 shares; 2026Q2: 30,937 shares 30,937 $3.95M 0.07% +555 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,217 shares; 2025Q3: 3,437 shares; 2025Q4: 3,576 shares; 2026Q1: 3,689 shares; 2026Q2: 52,009 shares 52,009 $3.95M 0.07% +48,320 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,413 shares; 2025Q1: 2,702 shares; 2025Q2: 2,755 shares; 2025Q3: 3,635 shares; 2025Q4: 9,118 shares; 2026Q1: 11,130 shares; 2026Q2: 10,146 shares 10,146 $3.92M 0.06% -984 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: 10,841 shares; 2024Q4: 10,825 shares; 2025Q1: 10,094 shares; 2025Q2: 10,030 shares; 2025Q3: 16,843 shares; 2025Q4: 24,630 shares; 2026Q1: 25,964 shares; 2026Q2: 26,945 shares 26,945 $3.9M 0.06% +981 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: 14,859 shares; 2024Q4: 10,570 shares; 2025Q1: 6,057 shares; 2025Q2: 11,530 shares; 2025Q3: 13,605 shares; 2025Q4: 36,382 shares; 2026Q1: 37,144 shares; 2026Q2: 37,962 shares 37,962 $3.88M 0.06% +818 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: 20,125 shares; 2024Q4: 22,293 shares; 2025Q1: 21,294 shares; 2025Q2: 25,403 shares; 2025Q3: 43,815 shares; 2025Q4: 42,545 shares; 2026Q1: 39,945 shares; 2026Q2: 42,096 shares 42,096 $3.82M 0.06% +2,151 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: 22,925 shares; 2026Q2: 20,123 shares 20,123 $3.82M 0.06% -2,802 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 3,892 shares; 2025Q4: 17,695 shares; 2026Q1: 18,393 shares; 2026Q2: 19,431 shares 19,431 $3.78M 0.06% +1,038 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,062 shares; 2024Q4: 2,943 shares; 2025Q1: 2,969 shares; 2025Q2: 3,412 shares; 2025Q3: 11,606 shares; 2025Q4: 27,905 shares; 2026Q1: 26,295 shares; 2026Q2: 19,537 shares 19,537 $3.77M 0.06% -6,758 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,996 shares; 2024Q4: 21,082 shares; 2025Q1: 24,866 shares; 2025Q2: 26,800 shares; 2025Q3: 26,814 shares; 2025Q4: 35,723 shares; 2026Q1: 38,247 shares; 2026Q2: 40,242 shares 40,242 $3.75M 0.06% +1,995 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: 7,330 shares; 2024Q4: 7,825 shares; 2025Q1: 6,374 shares; 2025Q2: 6,435 shares; 2025Q3: 8,114 shares; 2025Q4: 10,212 shares; 2026Q1: 10,376 shares; 2026Q2: 10,592 shares 10,592 $3.75M 0.06% +216 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: 4 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.06% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,489 shares; 2024Q4: 5,368 shares; 2025Q1: 5,903 shares; 2025Q2: 18,773 shares; 2025Q3: 22,618 shares; 2025Q4: 32,597 shares; 2026Q1: 36,549 shares; 2026Q2: 39,024 shares 39,024 $3.69M 0.06% +2,475 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,657 shares; 2024Q4: 66,806 shares; 2025Q1: 77,322 shares; 2025Q2: 65,617 shares; 2025Q3: 50,138 shares; 2025Q4: 60,683 shares; 2026Q1: 53,459 shares; 2026Q2: 61,706 shares 61,706 $3.69M 0.06% +8,247 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,189 shares; 2024Q4: 12,291 shares; 2025Q1: 11,413 shares; 2025Q2: 9,646 shares; 2025Q3: 6,987 shares; 2025Q4: 9,181 shares; 2026Q1: 33,708 shares; 2026Q2: 37,401 shares 37,401 $3.68M 0.06% +3,693 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: 45,723 shares; 2024Q4: 42,777 shares; 2025Q1: 43,853 shares; 2025Q2: 42,484 shares; 2025Q3: 71,213 shares; 2025Q4: 38,710 shares; 2026Q1: 36,423 shares; 2026Q2: 38,527 shares 38,527 $3.64M 0.06% +2,104 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: 9,788 shares; 2024Q4: 12,635 shares; 2025Q1: 12,882 shares; 2025Q2: 13,509 shares; 2025Q3: 15,809 shares; 2025Q4: 14,842 shares; 2026Q1: 16,911 shares; 2026Q2: 16,154 shares 16,154 $3.6M 0.06% -757 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: 49,826 shares; 2024Q4: 49,419 shares; 2025Q1: 56,728 shares; 2025Q2: 61,964 shares; 2025Q3: 66,033 shares; 2025Q4: 40,404 shares; 2026Q1: 41,271 shares; 2026Q2: 38,223 shares 38,223 $3.57M 0.06% -3,048 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,253 shares; 2026Q1: 18,711 shares; 2026Q2: 35,100 shares 35,100 $3.46M 0.06% +16,389 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: 28,723 shares; 2024Q4: 28,642 shares; 2025Q1: 29,132 shares; 2025Q2: 30,613 shares; 2025Q3: 34,528 shares; 2025Q4: 51,415 shares; 2026Q1: 49,643 shares; 2026Q2: 33,713 shares 33,713 $3.45M 0.06% -15,930 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: not reported; 2025Q1: 1,573 shares; 2025Q2: 3,325 shares; 2025Q3: 13,063 shares; 2025Q4: 22,119 shares; 2026Q1: 17,901 shares; 2026Q2: 19,598 shares 19,598 $3.44M 0.06% +1,697 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,388 shares; 2024Q4: 41,304 shares; 2025Q1: 40,899 shares; 2025Q2: 43,121 shares; 2025Q3: 41,523 shares; 2025Q4: 41,006 shares; 2026Q1: 45,036 shares; 2026Q2: 42,703 shares 42,703 $3.42M 0.06% -2,333 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,281 shares; 2024Q4: 145,766 shares; 2025Q1: 146,972 shares; 2025Q2: 149,673 shares; 2025Q3: 152,408 shares; 2025Q4: 162,249 shares; 2026Q1: 211,639 shares; 2026Q2: 213,763 shares 213,763 $3.39M 0.06% +2,124 Timeline RWL 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: not reported; 2026Q1: 25,529 shares; 2026Q2: 26,433 shares 26,433 $3.38M 0.06% +904 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: 4,283 shares; 2024Q4: 7,513 shares; 2025Q1: 9,128 shares; 2025Q2: 12,016 shares; 2025Q3: 15,919 shares; 2025Q4: 17,822 shares; 2026Q1: 20,688 shares; 2026Q2: 20,628 shares 20,628 $3.33M 0.06% -60 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: 21,659 shares; 2024Q4: 21,110 shares; 2025Q1: 29,428 shares; 2025Q2: 33,461 shares; 2025Q3: 50,809 shares; 2025Q4: 39,070 shares; 2026Q1: 36,442 shares; 2026Q2: 46,157 shares 46,157 $3.33M 0.06% +9,715 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: 110,188 shares; 2024Q4: 112,238 shares; 2025Q1: 118,225 shares; 2025Q2: 84,163 shares; 2025Q3: 107,131 shares; 2025Q4: 143,176 shares; 2026Q1: 144,781 shares; 2026Q2: 138,195 shares 138,195 $3.33M 0.05% -6,586 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: 12,906 shares; 2024Q4: 11,711 shares; 2025Q1: 12,814 shares; 2025Q2: 12,629 shares; 2025Q3: 14,635 shares; 2025Q4: 14,782 shares; 2026Q1: 91,255 shares; 2026Q2: 108,060 shares 108,060 $3.31M 0.05% +16,805 Timeline AFSM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,770 shares; 2025Q4: 70,566 shares; 2026Q1: 73,518 shares; 2026Q2: 80,087 shares 80,087 $3.29M 0.05% +6,569 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,510 shares; 2025Q2: 27,854 shares; 2025Q3: 21,154 shares; 2025Q4: 20,729 shares; 2026Q1: 63,017 shares; 2026Q2: 59,548 shares 59,548 $3.28M 0.05% -3,469 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: 37,248 shares; 2024Q4: 42,122 shares; 2025Q1: 51,254 shares; 2025Q2: 49,586 shares; 2025Q3: 59,186 shares; 2025Q4: 55,951 shares; 2026Q1: 48,394 shares; 2026Q2: 43,275 shares 43,275 $3.27M 0.05% -5,119 Timeline SSSS NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,173 shares; 2024Q4: 271,765 shares; 2025Q1: 271,675 shares; 2025Q2: 270,548 shares; 2025Q3: 268,544 shares; 2025Q4: 262,005 shares; 2026Q1: 261,971 shares; 2026Q2: 258,244 shares 258,244 $3.24M 0.05% -3,727 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 6,658 shares; 2025Q1: 6,662 shares; 2025Q2: 7,266 shares; 2025Q3: 18,944 shares; 2025Q4: 24,515 shares; 2026Q1: 29,986 shares; 2026Q2: 35,611 shares 35,611 $3.22M 0.05% +5,625 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: not reported; 2024Q4: 19,235 shares; 2025Q1: 19,326 shares; 2025Q2: 19,334 shares; 2025Q3: 19,557 shares; 2025Q4: 19,513 shares; 2026Q1: 20,843 shares; 2026Q2: 15,561 shares 15,561 $3.21M 0.05% -5,282 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,709 shares; 2024Q4: 11,868 shares; 2025Q1: 11,382 shares; 2025Q2: 28,209 shares; 2025Q3: 29,178 shares; 2025Q4: 31,639 shares; 2026Q1: 40,533 shares; 2026Q2: 118,648 shares 118,648 $3.21M 0.05% +78,115 Timeline SMAY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,938 shares; 2025Q3: 117,838 shares; 2025Q4: 117,838 shares; 2026Q1: 114,898 shares; 2026Q2: 112,893 shares 112,893 $3.2M 0.05% -2,005 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,461 shares; 2026Q1: 57,170 shares; 2026Q2: 53,039 shares 53,039 $3.19M 0.05% -4,131 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: 510 shares; 2024Q4: 858 shares; 2025Q1: 793 shares; 2025Q2: 40,390 shares; 2025Q3: 41,099 shares; 2025Q4: 33,482 shares; 2026Q1: 33,720 shares; 2026Q2: 34,329 shares 34,329 $3.16M 0.05% +609 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: 44,919 shares; 2024Q4: 43,832 shares; 2025Q1: 54,477 shares; 2025Q2: 59,590 shares; 2025Q3: 71,223 shares; 2025Q4: 74,095 shares; 2026Q1: 79,960 shares; 2026Q2: 85,276 shares 85,276 $3.13M 0.05% +5,316 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: 15,762 shares; 2024Q4: 16,342 shares; 2025Q1: 17,014 shares; 2025Q2: 17,151 shares; 2025Q3: 22,563 shares; 2025Q4: 30,718 shares; 2026Q1: 23,851 shares; 2026Q2: 20,582 shares 20,582 $3.13M 0.05% -3,269 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149,911 shares; 2025Q4: 171,548 shares; 2026Q1: 183,014 shares; 2026Q2: 188,039 shares 188,039 $3.13M 0.05% +5,025 Timeline FTHF 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: 69,278 shares; 2026Q1: 67,078 shares; 2026Q2: 62,401 shares 62,401 $3.11M 0.05% -4,677 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,065 shares; 2024Q4: 9,814 shares; 2025Q1: 11,473 shares; 2025Q2: 13,578 shares; 2025Q3: 16,135 shares; 2025Q4: 17,032 shares; 2026Q1: 15,598 shares; 2026Q2: 13,871 shares 13,871 $3.11M 0.05% -1,727 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: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 5,207 shares; 2025Q2: 5,656 shares; 2025Q3: 6,427 shares; 2025Q4: 13,694 shares; 2026Q1: 15,193 shares; 2026Q2: 15,782 shares 15,782 $3.09M 0.05% +589 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: 5,924 shares; 2024Q4: 7,504 shares; 2025Q1: 7,059 shares; 2025Q2: 6,930 shares; 2025Q3: 13,533 shares; 2025Q4: 11,713 shares; 2026Q1: 12,031 shares; 2026Q2: 12,710 shares 12,710 $3.08M 0.05% +679 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 2,610 shares; 2025Q1: 2,528 shares; 2025Q2: 3,204 shares; 2025Q3: 4,838 shares; 2025Q4: 5,157 shares; 2026Q1: 5,414 shares; 2026Q2: 6,130 shares 6,130 $3.07M 0.05% +716 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,189 shares; 2024Q4: 6,132 shares; 2025Q1: 3,574 shares; 2025Q2: 4,730 shares; 2025Q3: 7,361 shares; 2025Q4: 7,688 shares; 2026Q1: 11,010 shares; 2026Q2: 12,369 shares 12,369 $3.07M 0.05% +1,359 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: 14,841 shares; 2024Q4: 15,154 shares; 2025Q1: 16,397 shares; 2025Q2: 15,997 shares; 2025Q3: 20,263 shares; 2025Q4: 18,295 shares; 2026Q1: 22,834 shares; 2026Q2: 19,290 shares 19,290 $3.06M 0.05% -3,544 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,557 shares; 2025Q4: 78,459 shares; 2026Q1: 90,829 shares; 2026Q2: 111,890 shares 111,890 $3.06M 0.05% +21,061 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,174 shares; 2024Q4: 8,073 shares; 2025Q1: 7,993 shares; 2025Q2: 7,940 shares; 2025Q3: 11,652 shares; 2025Q4: 13,781 shares; 2026Q1: 12,031 shares; 2026Q2: 12,605 shares 12,605 $3.06M 0.05% +574 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,207 shares; 2025Q1: 27,064 shares; 2025Q2: 28,668 shares; 2025Q3: 29,703 shares; 2025Q4: 32,437 shares; 2026Q1: 30,370 shares; 2026Q2: 31,805 shares 31,805 $3.02M 0.05% +1,435 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,627 shares; 2024Q4: 71,161 shares; 2025Q1: not reported; 2025Q2: 7,574 shares; 2025Q3: 96,216 shares; 2025Q4: 78,717 shares; 2026Q1: 63,732 shares; 2026Q2: 81,104 shares 81,104 $3M 0.05% +17,372 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 1,706 shares; 2025Q1: 877 shares; 2025Q2: 1,229 shares; 2025Q3: 4,523 shares; 2025Q4: 5,328 shares; 2026Q1: 5,612 shares; 2026Q2: 6,710 shares 6,710 $2.99M 0.05% +1,098 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 7,075 shares; 2025Q1: 7,329 shares; 2025Q2: 13,794 shares; 2025Q3: 18,805 shares; 2025Q4: 13,017 shares; 2026Q1: 15,678 shares; 2026Q2: 13,964 shares 13,964 $2.98M 0.05% -1,714 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: 9,412 shares; 2024Q4: 9,876 shares; 2025Q1: 11,245 shares; 2025Q2: 14,882 shares; 2025Q3: 17,516 shares; 2025Q4: 17,786 shares; 2026Q1: 17,797 shares; 2026Q2: 18,171 shares 18,171 $2.96M 0.05% +374 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 7,975 shares; 2025Q1: 7,153 shares; 2025Q2: 7,292 shares; 2025Q3: 8,191 shares; 2025Q4: 8,213 shares; 2026Q1: 7,503 shares; 2026Q2: 8,927 shares 8,927 $2.95M 0.05% +1,424 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,460 shares; 2024Q4: 15,565 shares; 2025Q1: 15,639 shares; 2025Q2: 15,692 shares; 2025Q3: 14,813 shares; 2025Q4: 21,765 shares; 2026Q1: 23,171 shares; 2026Q2: 25,099 shares 25,099 $2.93M 0.05% +1,928 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,658 shares; 2026Q1: 112,943 shares; 2026Q2: 131,033 shares 131,033 $2.93M 0.05% +18,090 Timeline GIGB 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: 8,090 shares; 2024Q4: 6,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares; 2025Q4: 45,013 shares; 2026Q1: 61,224 shares; 2026Q2: 63,741 shares 63,741 $2.93M 0.05% +2,517 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: 10,775 shares; 2024Q4: 12,282 shares; 2025Q1: 13,754 shares; 2025Q2: 14,613 shares; 2025Q3: 17,319 shares; 2025Q4: 21,289 shares; 2026Q1: 21,067 shares; 2026Q2: 21,570 shares 21,570 $2.92M 0.05% +503 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: 4,267 shares; 2025Q2: 4,100 shares; 2025Q3: 18,799 shares; 2025Q4: 32,614 shares; 2026Q1: 37,250 shares; 2026Q2: 43,247 shares 43,247 $2.91M 0.05% +5,997 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 6,094 shares; 2025Q4: 6,058 shares; 2026Q1: 5,595 shares; 2026Q2: 5,506 shares 5,506 $2.9M 0.05% -89 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: 3,469 shares; 2024Q4: 6,809 shares; 2025Q1: 6,505 shares; 2025Q2: 11,257 shares; 2025Q3: 11,091 shares; 2025Q4: 11,174 shares; 2026Q1: 15,107 shares; 2026Q2: 17,513 shares 17,513 $2.88M 0.05% +2,406 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: 13,613 shares; 2024Q4: 13,963 shares; 2025Q1: 9,821 shares; 2025Q2: 11,521 shares; 2025Q3: 12,261 shares; 2025Q4: 12,064 shares; 2026Q1: 12,143 shares; 2026Q2: 11,825 shares 11,825 $2.87M 0.05% -318 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: 5,319 shares; 2024Q4: 69,205 shares; 2025Q1: 71,207 shares; 2025Q2: 5,770 shares; 2025Q3: 26,308 shares; 2025Q4: 39,242 shares; 2026Q1: 43,783 shares; 2026Q2: 54,579 shares 54,579 $2.86M 0.05% +10,796 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,806 shares; 2024Q4: 9,948 shares; 2025Q1: 7,719 shares; 2025Q2: 9,236 shares; 2025Q3: 10,256 shares; 2025Q4: 7,440 shares; 2026Q1: 6,907 shares; 2026Q2: 23,182 shares 23,182 $2.85M 0.05% +16,275 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: 13,452 shares; 2024Q4: 13,387 shares; 2025Q1: 14,187 shares; 2025Q2: 13,942 shares; 2025Q3: 20,047 shares; 2025Q4: 19,991 shares; 2026Q1: 21,159 shares; 2026Q2: 20,850 shares 20,850 $2.85M 0.05% -309 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,971 shares; 2026Q1: 52,196 shares; 2026Q2: 56,935 shares 56,935 $2.84M 0.05% +4,739 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,725 shares; 2024Q4: 12,606 shares; 2025Q1: 12,918 shares; 2025Q2: 10,617 shares; 2025Q3: 10,083 shares; 2025Q4: 10,057 shares; 2026Q1: 10,413 shares; 2026Q2: 10,527 shares 10,527 $2.83M 0.05% +114 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,603 shares; 2024Q4: 17,680 shares; 2025Q1: 17,296 shares; 2025Q2: 21,235 shares; 2025Q3: 20,693 shares; 2025Q4: 21,543 shares; 2026Q1: 22,455 shares; 2026Q2: 23,177 shares 23,177 $2.81M 0.05% +722 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,497 shares; 2024Q4: 5,522 shares; 2025Q1: 6,000 shares; 2025Q2: 6,112 shares; 2025Q3: 61,829 shares; 2025Q4: 79,888 shares; 2026Q1: 81,377 shares; 2026Q2: 72,206 shares 72,206 $2.81M 0.05% -9,171 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: 16,483 shares; 2024Q4: 18,008 shares; 2025Q1: 23,384 shares; 2025Q2: 16,362 shares; 2025Q3: 13,875 shares; 2025Q4: 13,873 shares; 2026Q1: 13,147 shares; 2026Q2: 24,559 shares 24,559 $2.8M 0.05% +11,412 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,526 shares; 2026Q2: 14,021 shares 14,021 $2.8M 0.05% +495 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: 98,187 shares; 2025Q4: 100,750 shares; 2026Q1: 94,162 shares; 2026Q2: 100,393 shares 100,393 $2.78M 0.05% +6,231 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: 71 shares; 2024Q4: 142 shares; 2025Q1: 196 shares; 2025Q2: 843 shares; 2025Q3: 862 shares; 2025Q4: 703 shares; 2026Q1: 717 shares; 2026Q2: 867 shares 867 $2.77M 0.05% +150 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,509 shares; 2024Q4: 14,191 shares; 2025Q1: 14,287 shares; 2025Q2: 17,920 shares; 2025Q3: 18,703 shares; 2025Q4: 20,537 shares; 2026Q1: 37,110 shares; 2026Q2: 41,032 shares 41,032 $2.73M 0.05% +3,922 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: 82,845 shares; 2024Q4: 77,686 shares; 2025Q1: 75,039 shares; 2025Q2: 76,780 shares; 2025Q3: 75,909 shares; 2025Q4: 82,875 shares; 2026Q1: 88,440 shares; 2026Q2: 89,334 shares 89,334 $2.72M 0.05% +894 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,303 shares; 2024Q4: 13,433 shares; 2025Q1: 13,808 shares; 2025Q2: 20,328 shares; 2025Q3: 21,755 shares; 2025Q4: 22,318 shares; 2026Q1: 27,120 shares; 2026Q2: 57,281 shares 57,281 $2.72M 0.05% +30,161 Timeline IMFL 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: 137,533 shares; 2024Q4: 151,890 shares; 2025Q1: 75,281 shares; 2025Q2: 67,445 shares; 2025Q3: 69,955 shares; 2025Q4: 84,329 shares; 2026Q1: 76,680 shares; 2026Q2: 79,113 shares 79,113 $2.72M 0.04% +2,433 Timeline CSMD 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: 73,970 shares; 2024Q4: 292,339 shares; 2025Q1: 301,675 shares; 2025Q2: 359,791 shares; 2025Q3: 409,383 shares; 2025Q4: 460,897 shares; 2026Q1: 465,709 shares; 2026Q2: 74,298 shares 74,298 $2.71M 0.04% -391,411 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,082 shares; 2024Q4: 52,532 shares; 2025Q1: 52,474 shares; 2025Q2: 52,076 shares; 2025Q3: 60,657 shares; 2025Q4: 58,843 shares; 2026Q1: 51,636 shares; 2026Q2: 49,760 shares 49,760 $2.7M 0.04% -1,876 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,705 shares; 2025Q4: 46,195 shares; 2026Q1: 30,529 shares; 2026Q2: 32,692 shares 32,692 $2.7M 0.04% +2,163 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,570 shares; 2026Q2: 15,169 shares 15,169 $2.68M 0.04% +599 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,681 shares; 2024Q4: 54,375 shares; 2025Q1: 41,960 shares; 2025Q2: 43,186 shares; 2025Q3: 44,186 shares; 2025Q4: 63,998 shares; 2026Q1: 63,100 shares; 2026Q2: 62,979 shares 62,979 $2.68M 0.04% -121 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: 20,616 shares; 2024Q4: 21,484 shares; 2025Q1: 13,869 shares; 2025Q2: 11,551 shares; 2025Q3: 14,555 shares; 2025Q4: 20,386 shares; 2026Q1: 21,361 shares; 2026Q2: 25,736 shares 25,736 $2.66M 0.04% +4,375 Timeline EFAV 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: 27,107 shares; 2025Q3: 27,535 shares; 2025Q4: 28,557 shares; 2026Q1: 32,433 shares; 2026Q2: 30,303 shares 30,303 $2.66M 0.04% -2,130 Timeline BILS 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: 7,350 shares; 2024Q4: 12,300 shares; 2025Q1: 22,003 shares; 2025Q2: 16,277 shares; 2025Q3: 18,752 shares; 2025Q4: 22,081 shares; 2026Q1: 32,569 shares; 2026Q2: 26,725 shares 26,725 $2.66M 0.04% -5,844 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: 16,324 shares; 2025Q3: 20,915 shares; 2025Q4: 20,503 shares; 2026Q1: 21,095 shares; 2026Q2: 25,973 shares 25,973 $2.64M 0.04% +4,878 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,673 shares; 2024Q4: 8,251 shares; 2025Q1: 8,459 shares; 2025Q2: 9,699 shares; 2025Q3: 11,828 shares; 2025Q4: 10,923 shares; 2026Q1: 11,049 shares; 2026Q2: 12,177 shares 12,177 $2.64M 0.04% +1,128 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,516 shares; 2026Q2: 86,560 shares 86,560 $2.62M 0.04% +3,044 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,744 shares; 2025Q4: 62,643 shares; 2026Q1: 88,948 shares; 2026Q2: 108,067 shares 108,067 $2.62M 0.04% +19,119 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 16,634 shares; 2025Q3: 21,914 shares; 2025Q4: 29,030 shares; 2026Q1: 34,201 shares; 2026Q2: 62,721 shares 62,721 $2.59M 0.04% +28,520 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,372 shares; 2025Q1: 1,223 shares; 2025Q2: 9,726 shares; 2025Q3: 10,560 shares; 2025Q4: 10,564 shares; 2026Q1: 10,448 shares; 2026Q2: 10,685 shares 10,685 $2.59M 0.04% +237 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: not reported; 2024Q4: 1,803 shares; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 1,714 shares; 2025Q4: 10,383 shares; 2026Q1: 15,030 shares; 2026Q2: 13,735 shares 13,735 $2.58M 0.04% -1,295 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,447 shares; 2024Q4: 24,868 shares; 2025Q1: 21,926 shares; 2025Q2: 21,498 shares; 2025Q3: 22,325 shares; 2025Q4: 21,878 shares; 2026Q1: 22,714 shares; 2026Q2: 23,643 shares 23,643 $2.58M 0.04% +929 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 5,295 shares; 2025Q1: 8,229 shares; 2025Q2: 8,914 shares; 2025Q3: 10,124 shares; 2025Q4: 10,844 shares; 2026Q1: 11,227 shares; 2026Q2: 16,227 shares 16,227 $2.55M 0.04% +5,000 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,520 shares; 2024Q4: 3,696 shares; 2025Q1: 26,719 shares; 2025Q2: 2,839 shares; 2025Q3: 10,370 shares; 2025Q4: 10,466 shares; 2026Q1: 11,001 shares; 2026Q2: 11,311 shares 11,311 $2.53M 0.04% +310 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: 4,876 shares; 2024Q4: 13,609 shares; 2025Q1: 3,384 shares; 2025Q2: 3,370 shares; 2025Q3: 2,848 shares; 2025Q4: 2,632 shares; 2026Q1: 4,401 shares; 2026Q2: 3,488 shares 3,488 $2.51M 0.04% -913 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,912 shares; 2024Q4: 19,080 shares; 2025Q1: 14,617 shares; 2025Q2: 14,648 shares; 2025Q3: 15,189 shares; 2025Q4: 16,283 shares; 2026Q1: 14,535 shares; 2026Q2: 16,221 shares 16,221 $2.5M 0.04% +1,686 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: 2,849 shares; 2024Q4: 3,250 shares; 2025Q1: 3,279 shares; 2025Q2: 3,243 shares; 2025Q3: 7,247 shares; 2025Q4: 7,482 shares; 2026Q1: 7,214 shares; 2026Q2: 7,970 shares 7,970 $2.5M 0.04% +756 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,892 shares; 2024Q4: 107,095 shares; 2025Q1: 119,104 shares; 2025Q2: 118,686 shares; 2025Q3: 139,347 shares; 2025Q4: 138,075 shares; 2026Q1: 135,012 shares; 2026Q2: 140,099 shares 140,099 $2.48M 0.04% +5,087 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,219 shares; 2024Q4: 9,228 shares; 2025Q1: 10,692 shares; 2025Q2: 11,024 shares; 2025Q3: 13,298 shares; 2025Q4: 13,714 shares; 2026Q1: 16,174 shares; 2026Q2: 16,399 shares 16,399 $2.48M 0.04% +225 Timeline FNOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,633 shares; 2025Q3: not reported; 2025Q4: 44,877 shares; 2026Q1: 43,990 shares; 2026Q2: 42,141 shares 42,141 $2.46M 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: 45,795 shares; 2024Q4: 58,935 shares; 2025Q1: 75,144 shares; 2025Q2: 119,035 shares; 2025Q3: 128,936 shares; 2025Q4: 130,515 shares; 2026Q1: 126,160 shares; 2026Q2: 128,247 shares 128,247 $2.45M 0.04% +2,087 Timeline SCHH 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: 66,191 shares; 2024Q4: 75,013 shares; 2025Q1: 91,719 shares; 2025Q2: 95,820 shares; 2025Q3: 101,300 shares; 2025Q4: 104,964 shares; 2026Q1: 104,000 shares; 2026Q2: 103,094 shares 103,094 $2.44M 0.04% -906 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,174 shares; 2024Q4: 12,584 shares; 2025Q1: 17,181 shares; 2025Q2: 17,621 shares; 2025Q3: 14,776 shares; 2025Q4: 41,097 shares; 2026Q1: 45,612 shares; 2026Q2: 51,057 shares 51,057 $2.42M 0.04% +5,445 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,171 shares; 2026Q2: 76,004 shares 76,004 $2.42M 0.04% +12,833 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,956 shares; 2025Q3: 28,998 shares; 2025Q4: 33,099 shares; 2026Q1: 30,326 shares; 2026Q2: 30,331 shares 30,331 $2.41M 0.04% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172,033 shares 172,033 $2.38M 0.04% new 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: 4,726 shares; 2024Q4: 4,669 shares; 2025Q1: 4,677 shares; 2025Q2: 4,704 shares; 2025Q3: 5,217 shares; 2025Q4: 6,062 shares; 2026Q1: 4,741 shares; 2026Q2: 6,399 shares 6,399 $2.37M 0.04% +1,658 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,986 shares; 2024Q4: 34,365 shares; 2025Q1: 33,370 shares; 2025Q2: 30,382 shares; 2025Q3: 40,100 shares; 2025Q4: 35,548 shares; 2026Q1: 46,035 shares; 2026Q2: 48,701 shares 48,701 $2.37M 0.04% +2,666 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: 13,295 shares; 2024Q4: 15,054 shares; 2025Q1: 15,867 shares; 2025Q2: 15,426 shares; 2025Q3: 20,665 shares; 2025Q4: 17,578 shares; 2026Q1: 19,893 shares; 2026Q2: 20,404 shares 20,404 $2.36M 0.04% +511 Timeline BGIG 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: not reported; 2026Q1: not reported; 2026Q2: 65,525 shares 65,525 $2.35M 0.04% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,199 shares; 2024Q4: 110,512 shares; 2025Q1: 25,940 shares; 2025Q2: 18,740 shares; 2025Q3: 29,925 shares; 2025Q4: 38,916 shares; 2026Q1: 45,857 shares; 2026Q2: 44,168 shares 44,168 $2.35M 0.04% -1,689 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,821 shares; 2025Q4: 2,522 shares; 2026Q1: 2,149 shares; 2026Q2: 2,412 shares 2,412 $2.33M 0.04% +263 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,124 shares; 2024Q4: 4,873 shares; 2025Q1: 5,768 shares; 2025Q2: 70,207 shares; 2025Q3: 66,629 shares; 2025Q4: 64,139 shares; 2026Q1: 59,852 shares; 2026Q2: 55,764 shares 55,764 $2.33M 0.04% -4,088 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,238 shares; 2025Q3: 20,284 shares; 2025Q4: 20,291 shares; 2026Q1: 19,448 shares; 2026Q2: 18,926 shares 18,926 $2.32M 0.04% -522 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: 24,174 shares; 2024Q4: 29,376 shares; 2025Q1: 24,933 shares; 2025Q2: 22,605 shares; 2025Q3: 33,647 shares; 2025Q4: 42,815 shares; 2026Q1: 44,425 shares; 2026Q2: 40,184 shares 40,184 $2.32M 0.04% -4,241 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,533 shares; 2024Q4: 4,512 shares; 2025Q1: 4,511 shares; 2025Q2: 3,146 shares; 2025Q3: 5,946 shares; 2025Q4: 7,386 shares; 2026Q1: 14,836 shares; 2026Q2: 12,496 shares 12,496 $2.31M 0.04% -2,340 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,680 shares; 2024Q4: 5,151 shares; 2025Q1: 5,353 shares; 2025Q2: 5,995 shares; 2025Q3: 7,286 shares; 2025Q4: 7,582 shares; 2026Q1: 24,633 shares; 2026Q2: 44,180 shares 44,180 $2.29M 0.04% +19,547 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: 21,335 shares; 2024Q4: 20,769 shares; 2025Q1: 20,471 shares; 2025Q2: 20,946 shares; 2025Q3: 20,174 shares; 2025Q4: 20,606 shares; 2026Q1: 20,760 shares; 2026Q2: 8,021 shares 8,021 $2.29M 0.04% -12,739 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: 1,457 shares; 2024Q4: 1,424 shares; 2025Q1: 1,112 shares; 2025Q2: 2,775 shares; 2025Q3: 3,038 shares; 2025Q4: 3,084 shares; 2026Q1: 2,772 shares; 2026Q2: 2,750 shares 2,750 $2.28M 0.04% -22 Timeline SFEB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,682 shares; 2026Q2: 86,925 shares 86,925 $2.28M 0.04% -17,757 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: 19,536 shares; 2024Q4: 25,910 shares; 2025Q1: 26,596 shares; 2025Q2: 20,355 shares; 2025Q3: 14,792 shares; 2025Q4: 18,599 shares; 2026Q1: 18,405 shares; 2026Q2: 19,482 shares 19,482 $2.28M 0.04% +1,077 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: not reported; 2024Q4: 3,716 shares; 2025Q1: 11,979 shares; 2025Q2: 10,535 shares; 2025Q3: 11,254 shares; 2025Q4: 11,566 shares; 2026Q1: 10,280 shares; 2026Q2: 9,587 shares 9,587 $2.28M 0.04% -693 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,566 shares; 2024Q4: 113,956 shares; 2025Q1: 118,124 shares; 2025Q2: 118,289 shares; 2025Q3: 118,633 shares; 2025Q4: 110,881 shares; 2026Q1: 110,495 shares; 2026Q2: 109,662 shares 109,662 $2.27M 0.04% -833 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,402 shares; 2024Q4: 7,193 shares; 2025Q1: 7,478 shares; 2025Q2: 19,411 shares; 2025Q3: 10,106 shares; 2025Q4: 14,569 shares; 2026Q1: 16,460 shares; 2026Q2: 10,985 shares 10,985 $2.25M 0.04% -5,475 Timeline GFEB 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: 37,190 shares; 2024Q4: not reported; 2025Q1: 10,389 shares; 2025Q2: 17,245 shares; 2025Q3: 14,075 shares; 2025Q4: 14,075 shares; 2026Q1: 66,809 shares; 2026Q2: 51,103 shares 51,103 $2.25M 0.04% -15,706 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: 4,121 shares; 2024Q4: 5,156 shares; 2025Q1: 4,272 shares; 2025Q2: 3,582 shares; 2025Q3: 4,118 shares; 2025Q4: 4,462 shares; 2026Q1: 4,986 shares; 2026Q2: 4,634 shares 4,634 $2.24M 0.04% -352 Timeline LGOV 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: 83,349 shares; 2026Q1: 101,811 shares; 2026Q2: 104,717 shares 104,717 $2.24M 0.04% +2,906 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,277 shares; 2024Q4: 9,776 shares; 2025Q1: 13,754 shares; 2025Q2: 11,533 shares; 2025Q3: 14,354 shares; 2025Q4: 12,516 shares; 2026Q1: 13,350 shares; 2026Q2: 14,028 shares 14,028 $2.23M 0.04% +678 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: 5,775 shares; 2024Q4: 6,452 shares; 2025Q1: 10,038 shares; 2025Q2: 6,925 shares; 2025Q3: 9,335 shares; 2025Q4: 11,948 shares; 2026Q1: 12,471 shares; 2026Q2: 13,074 shares 13,074 $2.21M 0.04% +603 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964 shares; 2024Q4: 1,898 shares; 2025Q1: 3,254 shares; 2025Q2: 3,503 shares; 2025Q3: 4,086 shares; 2025Q4: 4,418 shares; 2026Q1: 5,667 shares; 2026Q2: 8,489 shares 8,489 $2.21M 0.04% +2,822 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,508 shares; 2024Q4: 12,956 shares; 2025Q1: 3,706 shares; 2025Q2: 19,580 shares; 2025Q3: 28,144 shares; 2025Q4: 32,623 shares; 2026Q1: 37,242 shares; 2026Q2: 19,155 shares 19,155 $2.2M 0.04% -18,087 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,776 shares; 2024Q4: 15,695 shares; 2025Q1: 21,040 shares; 2025Q2: 22,688 shares; 2025Q3: 26,119 shares; 2025Q4: 26,514 shares; 2026Q1: 32,680 shares; 2026Q2: 37,851 shares 37,851 $2.19M 0.04% +5,171 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,908 shares; 2024Q4: 2,889 shares; 2025Q1: 3,095 shares; 2025Q2: 20,538 shares; 2025Q3: 22,149 shares; 2025Q4: 21,695 shares; 2026Q1: 22,655 shares; 2026Q2: 22,367 shares 22,367 $2.17M 0.04% -288 Timeline IAI 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: 11,241 shares; 2026Q2: 12,362 shares 12,362 $2.17M 0.04% +1,121 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,233 shares; 2024Q4: 7,333 shares; 2025Q1: 7,510 shares; 2025Q2: 7,732 shares; 2025Q3: 9,574 shares; 2025Q4: 8,289 shares; 2026Q1: 8,958 shares; 2026Q2: 9,549 shares 9,549 $2.17M 0.04% +591 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: 11,568 shares; 2024Q4: 11,629 shares; 2025Q1: 10,940 shares; 2025Q2: 10,677 shares; 2025Q3: 17,397 shares; 2025Q4: 22,461 shares; 2026Q1: 18,667 shares; 2026Q2: 20,159 shares 20,159 $2.17M 0.04% +1,492 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: 9,655 shares 9,655 $2.16M 0.04% new 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: 25,503 shares; 2024Q4: 25,284 shares; 2025Q1: 23,102 shares; 2025Q2: 21,428 shares; 2025Q3: 21,617 shares; 2025Q4: 20,822 shares; 2026Q1: 19,503 shares; 2026Q2: 38,480 shares 38,480 $2.16M 0.04% +18,977 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: 7,589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 3,593 shares; 2026Q1: 4,695 shares; 2026Q2: 5,461 shares 5,461 $2.15M 0.04% +766 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 55,000 shares; 2025Q4: 49,794 shares; 2026Q1: 48,519 shares; 2026Q2: 43,330 shares 43,330 $2.14M 0.04% -5,189 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: 4,837 shares; 2024Q4: 4,808 shares; 2025Q1: 5,212 shares; 2025Q2: 5,129 shares; 2025Q3: 7,847 shares; 2025Q4: 13,160 shares; 2026Q1: 17,608 shares; 2026Q2: 15,068 shares 15,068 $2.14M 0.04% -2,540 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: 9,616 shares 9,616 $2.13M 0.04% new 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: not reported; 2024Q4: 951 shares; 2025Q1: 920 shares; 2025Q2: 780 shares; 2025Q3: 4,828 shares; 2025Q4: 5,096 shares; 2026Q1: 2,534 shares; 2026Q2: 4,118 shares 4,118 $2.12M 0.04% +1,584 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: 9,030 shares; 2024Q4: 8,460 shares; 2025Q1: 17,485 shares; 2025Q2: 19,073 shares; 2025Q3: 18,454 shares; 2025Q4: 17,210 shares; 2026Q1: 17,362 shares; 2026Q2: 18,858 shares 18,858 $2.12M 0.04% +1,496 Timeline GSST 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: 10,740 shares; 2025Q1: 30,277 shares; 2025Q2: 41,074 shares; 2025Q3: 42,524 shares; 2025Q4: 33,656 shares; 2026Q1: 37,968 shares; 2026Q2: 41,708 shares 41,708 $2.11M 0.03% +3,740 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: 7,893 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,919 shares; 2026Q1: 3,487 shares; 2026Q2: 3,283 shares 3,283 $2.1M 0.03% -204 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: 24,577 shares; 2024Q4: 32,171 shares; 2025Q1: 31,068 shares; 2025Q2: 32,571 shares; 2025Q3: 14,679 shares; 2025Q4: 23,129 shares; 2026Q1: 25,265 shares; 2026Q2: 35,760 shares 35,760 $2.08M 0.03% +10,495 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: 34,785 shares; 2024Q4: 31,596 shares; 2025Q1: 29,119 shares; 2025Q2: 30,670 shares; 2025Q3: 33,549 shares; 2025Q4: 33,095 shares; 2026Q1: 36,523 shares; 2026Q2: 36,717 shares 36,717 $2.07M 0.03% +194 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,546 shares; 2025Q1: 3,241 shares; 2025Q2: 2,357 shares; 2025Q3: 2,505 shares; 2025Q4: 2,772 shares; 2026Q1: 2,110 shares; 2026Q2: 2,151 shares 2,151 $2.07M 0.03% +41 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,574 shares; 2024Q4: 4,981 shares; 2025Q1: 4,770 shares; 2025Q2: 3,567 shares; 2025Q3: 4,242 shares; 2025Q4: 5,395 shares; 2026Q1: 5,383 shares; 2026Q2: 6,252 shares 6,252 $2.07M 0.03% +869 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: 6,356 shares; 2024Q4: 6,351 shares; 2025Q1: 5,838 shares; 2025Q2: 6,245 shares; 2025Q3: 6,363 shares; 2025Q4: 3,315 shares; 2026Q1: 21,738 shares; 2026Q2: 19,286 shares 19,286 $2.06M 0.03% -2,452 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: 24,884 shares; 2024Q4: 27,572 shares; 2025Q1: 27,568 shares; 2025Q2: 24,618 shares; 2025Q3: 26,292 shares; 2025Q4: 27,896 shares; 2026Q1: 27,777 shares; 2026Q2: 26,712 shares 26,712 $2.06M 0.03% -1,065 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: 19,645 shares; 2024Q4: 74,151 shares; 2025Q1: 74,890 shares; 2025Q2: 73,311 shares; 2025Q3: 53,504 shares; 2025Q4: 45,056 shares; 2026Q1: 53,299 shares; 2026Q2: 63,939 shares 63,939 $2.04M 0.03% +10,640 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: 7,686 shares; 2024Q4: 9,268 shares; 2025Q1: 11,370 shares; 2025Q2: 11,648 shares; 2025Q3: 13,081 shares; 2025Q4: 11,567 shares; 2026Q1: 11,964 shares; 2026Q2: 12,523 shares 12,523 $2.03M 0.03% +559 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 780 shares; 2025Q1: 988 shares; 2025Q2: 1,472 shares; 2025Q3: 1,532 shares; 2025Q4: 1,045 shares; 2026Q1: 1,170 shares; 2026Q2: 1,019 shares 1,019 $2.02M 0.03% -151 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,615 shares 71,615 $2.01M 0.03% new 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: not reported; 2024Q4: 2,793 shares; 2025Q1: 6,260 shares; 2025Q2: 7,043 shares; 2025Q3: 8,933 shares; 2025Q4: 9,166 shares; 2026Q1: 9,690 shares; 2026Q2: 9,466 shares 9,466 $2.01M 0.03% -224 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,309 shares; 2024Q4: 75,300 shares; 2025Q1: 75,239 shares; 2025Q2: 75,994 shares; 2025Q3: 75,994 shares; 2025Q4: 70,993 shares; 2026Q1: 70,332 shares; 2026Q2: 70,238 shares 70,238 $2.01M 0.03% -94 Timeline AYA AYA GOLD & SILVER INC More: the full row for AYA GOLD & SILVER 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: 105,735 shares 105,735 $2M 0.03% new 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: 44,378 shares; 2024Q4: 45,237 shares; 2025Q1: 44,050 shares; 2025Q2: 38,340 shares; 2025Q3: 34,064 shares; 2025Q4: 22,206 shares; 2026Q1: 22,400 shares; 2026Q2: 25,302 shares 25,302 $2M 0.03% +2,902 Timeline FSMB 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: not reported; 2025Q3: not reported; 2025Q4: 88,418 shares; 2026Q1: 94,710 shares; 2026Q2: 99,856 shares 99,856 $2M 0.03% +5,146 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,003 shares; 2024Q4: 27,454 shares; 2025Q1: 30,648 shares; 2025Q2: 34,584 shares; 2025Q3: 36,479 shares; 2025Q4: 39,354 shares; 2026Q1: 37,235 shares; 2026Q2: 29,712 shares 29,712 $1.99M 0.03% -7,523 Timeline XOP 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: 5,011 shares; 2025Q2: 5,070 shares; 2025Q3: 5,455 shares; 2025Q4: 4,855 shares; 2026Q1: 13,408 shares; 2026Q2: 12,830 shares 12,830 $1.98M 0.03% -578 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,668 shares; 2025Q4: 13,607 shares; 2026Q1: 54,333 shares; 2026Q2: 49,654 shares 49,654 $1.97M 0.03% -4,679 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 6,394 shares; 2025Q1: 6,710 shares; 2025Q2: 9,016 shares; 2025Q3: 11,564 shares; 2025Q4: 22,247 shares; 2026Q1: 21,291 shares; 2026Q2: 13,734 shares 13,734 $1.97M 0.03% -7,557 Timeline CWB 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: 20,407 shares; 2024Q4: 19,092 shares; 2025Q1: 18,670 shares; 2025Q2: 19,003 shares; 2025Q3: 18,963 shares; 2025Q4: 18,186 shares; 2026Q1: 17,991 shares; 2026Q2: 18,023 shares 18,023 $1.94M 0.03% +32 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,111 shares; 2024Q4: 27,329 shares; 2025Q1: 28,008 shares; 2025Q2: 28,221 shares; 2025Q3: 35,461 shares; 2025Q4: 38,011 shares; 2026Q1: 39,350 shares; 2026Q2: 40,537 shares 40,537 $1.93M 0.03% +1,187 Timeline