ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,387 shares; 2024Q4: 60,628 shares; 2025Q1: 61,614 shares; 2025Q2: 58,493 shares; 2025Q3: 67,724 shares; 2025Q4: 59,999 shares; 2026Q1: 63,447 shares; 2026Q2: 58,354 shares 58,354 $1.08M 0.01% -5,093 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: 1,636 shares; 2024Q4: 1,763 shares; 2025Q1: 1,898 shares; 2025Q2: 1,192 shares; 2025Q3: 1,278 shares; 2025Q4: 1,413 shares; 2026Q1: 2,454 shares; 2026Q2: 3,422 shares 3,422 $1.07M 0.01% +968 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 1,794 shares; 2025Q3: 1,807 shares; 2025Q4: 1,872 shares; 2026Q1: 2,929 shares; 2026Q2: 3,050 shares 3,050 $1.07M 0.01% +121 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,853 shares; 2026Q2: 6,884 shares 6,884 $1.07M 0.01% +3,031 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,003 shares; 2024Q4: 623,605 shares; 2025Q1: 613,294 shares; 2025Q2: 468,214 shares; 2025Q3: 360,694 shares; 2025Q4: 147,637 shares; 2026Q1: 27,658 shares; 2026Q2: 24,189 shares 24,189 $1.07M 0.01% -3,469 Timeline EIPX 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: 19,424 shares; 2025Q1: 23,798 shares; 2025Q2: 23,416 shares; 2025Q3: 23,767 shares; 2025Q4: 31,992 shares; 2026Q1: 34,618 shares; 2026Q2: 34,023 shares 34,023 $1.06M 0.01% -595 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: 3,804 shares; 2024Q4: 6,307 shares; 2025Q1: 6,773 shares; 2025Q2: 7,005 shares; 2025Q3: 7,347 shares; 2025Q4: 8,040 shares; 2026Q1: 8,646 shares; 2026Q2: 9,104 shares 9,104 $1.06M 0.01% +458 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,376 shares; 2024Q4: 140,534 shares; 2025Q1: 132,166 shares; 2025Q2: 125,166 shares; 2025Q3: 125,166 shares; 2025Q4: 114,156 shares; 2026Q1: 103,556 shares; 2026Q2: 90,464 shares 90,464 $1.06M 0.01% -13,092 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,900 shares; 2025Q2: 6,904 shares; 2025Q3: 6,896 shares; 2025Q4: 6,839 shares; 2026Q1: 6,884 shares; 2026Q2: 7,991 shares 7,991 $1.06M 0.01% +1,107 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 1,892 shares; 2026Q1: 1,741 shares; 2026Q2: 1,868 shares 1,868 $1.05M 0.01% +127 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,289 shares; 2025Q3: 1,471 shares; 2025Q4: 1,645 shares; 2026Q1: 4,862 shares; 2026Q2: 6,275 shares 6,275 $1.05M 0.01% +1,413 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: 637 shares; 2025Q1: 744 shares; 2025Q2: 756 shares; 2025Q3: 739 shares; 2025Q4: 1,087 shares; 2026Q1: 997 shares; 2026Q2: 2,505 shares 2,505 $1.04M 0.01% +1,508 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: 13,266 shares; 2024Q4: 15,529 shares; 2025Q1: 16,109 shares; 2025Q2: 19,282 shares; 2025Q3: 19,336 shares; 2025Q4: 19,829 shares; 2026Q1: 16,203 shares; 2026Q2: 16,821 shares 16,821 $1.04M 0.01% +618 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $1.04M 0.01% new 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: 85,507 shares; 2024Q4: 94,894 shares; 2025Q1: 113,416 shares; 2025Q2: 75,695 shares; 2025Q3: 63,763 shares; 2025Q4: 48,852 shares; 2026Q1: 46,826 shares; 2026Q2: 50,110 shares 50,110 $1.04M 0.01% +3,284 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: 9,672 shares; 2024Q4: 10,241 shares; 2025Q1: 10,479 shares; 2025Q2: 9,984 shares; 2025Q3: 9,591 shares; 2025Q4: 9,276 shares; 2026Q1: 9,268 shares; 2026Q2: 9,673 shares 9,673 $1.03M 0.01% +405 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,637 shares 15,637 $1.03M 0.01% new Timeline DDFO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,732 shares; 2026Q2: 45,672 shares 45,672 $1.03M 0.01% +4,940 Timeline TAFI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,470 shares; 2026Q2: 40,735 shares 40,735 $1.03M 0.01% -2,735 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,043 shares; 2024Q4: 16,799 shares; 2025Q1: 17,019 shares; 2025Q2: 16,899 shares; 2025Q3: 16,735 shares; 2025Q4: 17,436 shares; 2026Q1: 17,566 shares; 2026Q2: 17,687 shares 17,687 $1.02M 0.01% +121 Timeline TECL 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: 24,358 shares; 2025Q3: 28,358 shares; 2025Q4: 28,358 shares; 2026Q1: 4,254 shares; 2026Q2: 4,396 shares 4,396 $1.01M 0.01% +142 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: not reported; 2024Q4: 24,512 shares; 2025Q1: 24,020 shares; 2025Q2: 24,435 shares; 2025Q3: 23,109 shares; 2025Q4: 23,318 shares; 2026Q1: 23,249 shares; 2026Q2: 27,465 shares 27,465 $1.01M 0.01% +4,216 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: 3,435 shares; 2024Q4: 4,043 shares; 2025Q1: 4,755 shares; 2025Q2: 4,475 shares; 2025Q3: 4,593 shares; 2025Q4: 4,935 shares; 2026Q1: 5,349 shares; 2026Q2: 7,308 shares 7,308 $1000K 0.01% +1,959 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: 1,444 shares; 2024Q4: 2,692 shares; 2025Q1: 3,047 shares; 2025Q2: 3,392 shares; 2025Q3: 4,192 shares; 2025Q4: 4,924 shares; 2026Q1: 3,710 shares; 2026Q2: 4,475 shares 4,475 $987K 0.01% +765 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,866 shares; 2025Q1: 2,609 shares; 2025Q2: 3,237 shares; 2025Q3: 2,992 shares; 2025Q4: 3,987 shares; 2026Q1: 3,147 shares; 2026Q2: 8,604 shares 8,604 $978K 0.01% +5,457 Timeline SYSB 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: 5,906 shares; 2026Q1: 9,827 shares; 2026Q2: 10,947 shares 10,947 $971K 0.01% +1,120 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 94,910 shares; 2026Q2: 95,535 shares 95,535 $970K 0.01% +625 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: not reported; 2024Q4: 10,333 shares; 2025Q1: 11,785 shares; 2025Q2: 14,706 shares; 2025Q3: 14,771 shares; 2025Q4: 14,248 shares; 2026Q1: 12,430 shares; 2026Q2: 12,767 shares 12,767 $968K 0.01% +337 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES 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: 20,428 shares; 2025Q3: 20,428 shares; 2025Q4: 20,990 shares; 2026Q1: 17,054 shares; 2026Q2: 19,293 shares 19,293 $964K 0.01% +2,239 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: 879 shares; 2024Q4: 970 shares; 2025Q1: 1,014 shares; 2025Q2: 1,202 shares; 2025Q3: 989 shares; 2025Q4: 1,136 shares; 2026Q1: 1,915 shares; 2026Q2: 2,408 shares 2,408 $958K 0.01% +493 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,607 shares; 2024Q4: 10,269 shares; 2025Q1: 10,352 shares; 2025Q2: 10,710 shares; 2025Q3: 10,788 shares; 2025Q4: 10,871 shares; 2026Q1: 11,275 shares; 2026Q2: 13,172 shares 13,172 $952K 0.01% +1,897 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,422 shares; 2024Q4: 36,550 shares; 2025Q1: 37,070 shares; 2025Q2: 36,821 shares; 2025Q3: 38,909 shares; 2025Q4: 39,418 shares; 2026Q1: 38,649 shares; 2026Q2: 38,983 shares 38,983 $946K 0.01% +334 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,594 shares; 2025Q1: 2,986 shares; 2025Q2: 3,268 shares; 2025Q3: 4,742 shares; 2025Q4: 5,234 shares; 2026Q1: 7,703 shares; 2026Q2: 8,452 shares 8,452 $935K 0.01% +749 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,680 shares; 2024Q4: 11,434 shares; 2025Q1: 11,429 shares; 2025Q2: 11,553 shares; 2025Q3: 11,823 shares; 2025Q4: 11,952 shares; 2026Q1: 12,016 shares; 2026Q2: 12,253 shares 12,253 $935K 0.01% +237 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,123 shares; 2026Q1: 12,489 shares; 2026Q2: 17,075 shares 17,075 $934K 0.01% +4,586 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,816 shares; 2026Q2: 5,747 shares 5,747 $931K 0.01% +931 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,421 shares 30,421 $928K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 1,636 shares; 2025Q1: 3,130 shares; 2025Q2: 3,150 shares; 2025Q3: 3,448 shares; 2025Q4: 3,138 shares; 2026Q1: 2,328 shares; 2026Q2: 3,331 shares 3,331 $918K 0.01% +1,003 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 3,397 shares; 2025Q3: 3,271 shares; 2025Q4: 3,374 shares; 2026Q1: 3,594 shares; 2026Q2: 4,360 shares 4,360 $902K 0.01% +766 Timeline FJUN 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: 7,500 shares; 2025Q3: 12,311 shares; 2025Q4: 20,134 shares; 2026Q1: 12,148 shares; 2026Q2: 15,005 shares 15,005 $900K 0.01% +2,857 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: 2,139 shares; 2024Q4: 1,845 shares; 2025Q1: 2,032 shares; 2025Q2: 1,937 shares; 2025Q3: 1,979 shares; 2025Q4: 2,330 shares; 2026Q1: 2,052 shares; 2026Q2: 2,320 shares 2,320 $897K 0.01% +268 Timeline QTEC 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: 2,559 shares; 2025Q1: 2,340 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,401 shares; 2026Q1: 2,443 shares; 2026Q2: 2,672 shares 2,672 $894K 0.01% +229 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,268 shares; 2026Q2: 15,179 shares 15,179 $894K 0.01% -5,089 Timeline LMUB 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: 16,643 shares; 2026Q2: 17,406 shares 17,406 $892K 0.01% +763 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,261 shares; 2024Q4: 15,568 shares; 2025Q1: 16,493 shares; 2025Q2: 16,735 shares; 2025Q3: 16,881 shares; 2025Q4: 17,024 shares; 2026Q1: 15,010 shares; 2026Q2: 15,136 shares 15,136 $890K 0.01% +126 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,930 shares; 2026Q2: 7,123 shares 7,123 $885K 0.01% -14,807 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,247 shares; 2024Q4: 2,232 shares; 2025Q1: 2,494 shares; 2025Q2: 2,262 shares; 2025Q3: 2,585 shares; 2025Q4: 2,650 shares; 2026Q1: 2,725 shares; 2026Q2: 3,461 shares 3,461 $885K 0.01% +736 Timeline FTLS 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: 142,220 shares; 2024Q4: 139,230 shares; 2025Q1: 130,551 shares; 2025Q2: 18,581 shares; 2025Q3: 12,092 shares; 2025Q4: 11,826 shares; 2026Q1: 11,832 shares; 2026Q2: 11,956 shares 11,956 $882K 0.01% +124 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: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 1,118 shares; 2025Q3: 1,069 shares; 2025Q4: 1,354 shares; 2026Q1: 1,877 shares; 2026Q2: 2,339 shares 2,339 $878K 0.01% +462 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,327 shares; 2024Q4: 5,331 shares; 2025Q1: 5,417 shares; 2025Q2: 5,416 shares; 2025Q3: 16,837 shares; 2025Q4: 2,103 shares; 2026Q1: not reported; 2026Q2: 8,242 shares 8,242 $878K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,007 shares; 2025Q2: 3,509 shares; 2025Q3: 3,961 shares; 2025Q4: 4,770 shares; 2026Q1: 5,030 shares; 2026Q2: 8,446 shares 8,446 $874K 0.01% +3,416 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,489 shares; 2025Q3: 17,541 shares; 2025Q4: 15,637 shares; 2026Q1: 15,641 shares; 2026Q2: 15,911 shares 15,911 $860K 0.01% +270 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,915 shares; 2025Q2: 6,291 shares; 2025Q3: 6,795 shares; 2025Q4: 9,686 shares; 2026Q1: 14,131 shares; 2026Q2: 15,357 shares 15,357 $859K 0.01% +1,226 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: not reported; 2024Q4: 3,048 shares; 2025Q1: 3,852 shares; 2025Q2: 3,879 shares; 2025Q3: 3,842 shares; 2025Q4: 5,356 shares; 2026Q1: 5,674 shares; 2026Q2: 5,979 shares 5,979 $856K 0.01% +305 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209 shares; 2024Q4: 1,189 shares; 2025Q1: 4,663 shares; 2025Q2: 5,106 shares; 2025Q3: 5,000 shares; 2025Q4: 5,111 shares; 2026Q1: 5,123 shares; 2026Q2: 5,546 shares 5,546 $855K 0.01% +423 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,017 shares; 2024Q4: 75,162 shares; 2025Q1: 84,596 shares; 2025Q2: 82,873 shares; 2025Q3: 78,274 shares; 2025Q4: 76,615 shares; 2026Q1: 68,808 shares; 2026Q2: 23,403 shares 23,403 $854K 0.01% -45,405 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,977 shares; 2025Q1: 2,535 shares; 2025Q2: 2,456 shares; 2025Q3: 2,929 shares; 2025Q4: 2,496 shares; 2026Q1: 3,029 shares; 2026Q2: 3,592 shares 3,592 $853K 0.01% +563 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: 441 shares; 2024Q4: 781 shares; 2025Q1: 810 shares; 2025Q2: 840 shares; 2025Q3: 809 shares; 2025Q4: 843 shares; 2026Q1: 929 shares; 2026Q2: 1,129 shares 1,129 $853K 0.01% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 6,275 shares; 2026Q1: 5,200 shares; 2026Q2: 5,400 shares 5,400 $848K 0.01% +200 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 172,163 shares; 2025Q1: 168,728 shares; 2025Q2: 189,828 shares; 2025Q3: 168,228 shares; 2025Q4: 181,609 shares; 2026Q1: 168,548 shares; 2026Q2: 169,833 shares 169,833 $847K 0.01% +1,285 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: 2,055 shares; 2025Q1: 1,815 shares; 2025Q2: 1,834 shares; 2025Q3: 1,857 shares; 2025Q4: 2,083 shares; 2026Q1: 2,210 shares; 2026Q2: 3,976 shares 3,976 $846K 0.01% +1,766 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,978 shares; 2026Q2: 11,343 shares 11,343 $845K 0.01% +5,365 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,860 shares; 2025Q1: 48,414 shares; 2025Q2: 41,552 shares; 2025Q3: 40,508 shares; 2025Q4: 40,631 shares; 2026Q1: 40,765 shares; 2026Q2: 38,519 shares 38,519 $845K 0.01% -2,246 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,745 shares; 2024Q4: 6,154 shares; 2025Q1: 6,174 shares; 2025Q2: 6,260 shares; 2025Q3: 6,278 shares; 2025Q4: 6,609 shares; 2026Q1: 6,662 shares; 2026Q2: 7,402 shares 7,402 $837K 0.01% +740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,638 shares; 2026Q2: 20,222 shares 20,222 $836K 0.01% +12,584 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 919 shares; 2025Q1: 1,521 shares; 2025Q2: 1,380 shares; 2025Q3: 1,156 shares; 2025Q4: 1,042 shares; 2026Q1: 1,637 shares; 2026Q2: 2,601 shares 2,601 $828K 0.01% +964 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,168 shares; 2025Q4: 5,855 shares; 2026Q1: 15,767 shares; 2026Q2: 16,605 shares 16,605 $827K 0.01% +838 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,170 shares 23,170 $824K 0.01% new 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: 4,973 shares; 2024Q4: 10,912 shares; 2025Q1: 7,258 shares; 2025Q2: 8,330 shares; 2025Q3: 6,811 shares; 2025Q4: 8,646 shares; 2026Q1: 8,752 shares; 2026Q2: 8,810 shares 8,810 $813K 0.01% +58 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: not reported; 2024Q4: 4,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,580 shares 13,580 $811K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,125 shares; 2025Q3: 1,364 shares; 2025Q4: 1,358 shares; 2026Q1: 1,702 shares; 2026Q2: 2,019 shares 2,019 $802K 0.01% +317 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,524 shares; 2025Q2: 64,437 shares; 2025Q3: 65,512 shares; 2025Q4: 63,066 shares; 2026Q1: 61,536 shares; 2026Q2: 60,302 shares 60,302 $794K 0.01% -1,234 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 2024Q4: 1,215 shares; 2025Q1: 1,218 shares; 2025Q2: 1,337 shares; 2025Q3: 2,481 shares; 2025Q4: 8,347 shares; 2026Q1: 4,839 shares; 2026Q2: 6,737 shares 6,737 $790K 0.01% +1,898 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,940 shares 2,940 $788K 0.01% new Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 4,811 shares; 2026Q1: 8,220 shares; 2026Q2: 10,410 shares 10,410 $788K 0.01% +2,190 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 848 shares; 2025Q1: 950 shares; 2025Q2: 977 shares; 2025Q3: 980 shares; 2025Q4: 1,502 shares; 2026Q1: 1,596 shares; 2026Q2: 1,714 shares 1,714 $786K 0.01% +118 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,702 shares; 2025Q2: 6,629 shares; 2025Q3: 6,809 shares; 2025Q4: 6,818 shares; 2026Q1: 8,971 shares; 2026Q2: 6,585 shares 6,585 $778K 0.01% -2,386 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284,405 shares; 2025Q3: 275,451 shares; 2025Q4: 190,353 shares; 2026Q1: 180,453 shares; 2026Q2: 18,921 shares 18,921 $778K 0.01% -161,532 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares 342 $778K 0.01% new 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: 1,742 shares; 2024Q4: 2,065 shares; 2025Q1: 3,007 shares; 2025Q2: 3,075 shares; 2025Q3: 3,006 shares; 2025Q4: 2,977 shares; 2026Q1: 3,018 shares; 2026Q2: 3,481 shares 3,481 $775K 0.01% +463 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,705 shares; 2025Q2: 14,016 shares; 2025Q3: 14,058 shares; 2025Q4: 14,093 shares; 2026Q1: 14,144 shares; 2026Q2: 14,191 shares 14,191 $770K 0.01% +47 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 1,597 shares; 2025Q3: 1,643 shares; 2025Q4: 1,731 shares; 2026Q1: 2,594 shares; 2026Q2: 2,844 shares 2,844 $769K 0.01% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,851 shares; 2026Q2: 12,560 shares 12,560 $769K 0.01% -14,291 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,824 shares; 2024Q4: 2,894 shares; 2025Q1: 2,709 shares; 2025Q2: 2,052 shares; 2025Q3: 1,851 shares; 2025Q4: 2,006 shares; 2026Q1: 1,668 shares; 2026Q2: 2,564 shares 2,564 $767K 0.01% +896 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,663 shares; 2025Q1: 2,132 shares; 2025Q2: 2,634 shares; 2025Q3: 2,783 shares; 2025Q4: 2,817 shares; 2026Q1: 3,336 shares; 2026Q2: 3,440 shares 3,440 $767K 0.01% +104 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,223 shares; 2026Q2: 34,252 shares 34,252 $766K 0.01% +3,029 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: not reported; 2024Q4: 16,720 shares; 2025Q1: 16,506 shares; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 14,651 shares; 2026Q1: 13,620 shares; 2026Q2: 13,620 shares 13,620 $765K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,533 shares; 2025Q3: 2,015 shares; 2025Q4: 2,493 shares; 2026Q1: 2,845 shares; 2026Q2: 3,727 shares 3,727 $764K 0.01% +882 Timeline FLTR 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: 450,484 shares; 2024Q4: 544,693 shares; 2025Q1: 569,022 shares; 2025Q2: 66,439 shares; 2025Q3: 36,464 shares; 2025Q4: 34,185 shares; 2026Q1: 29,698 shares; 2026Q2: 29,747 shares 29,747 $762K 0.01% +49 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,672 shares; 2024Q4: 6,714 shares; 2025Q1: 6,102 shares; 2025Q2: 7,778 shares; 2025Q3: 7,926 shares; 2025Q4: 8,525 shares; 2026Q1: 8,736 shares; 2026Q2: 8,809 shares 8,809 $761K 0.01% +73 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,679 shares; 2026Q1: 11,901 shares; 2026Q2: 12,585 shares 12,585 $757K 0.01% +684 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,285 shares; 2024Q4: 7,074 shares; 2025Q1: 9,167 shares; 2025Q2: 9,272 shares; 2025Q3: 8,822 shares; 2025Q4: 13,565 shares; 2026Q1: 13,991 shares; 2026Q2: 10,561 shares 10,561 $755K 0.01% -3,430 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: 4,096 shares; 2025Q2: 4,090 shares; 2025Q3: 4,098 shares; 2025Q4: 4,146 shares; 2026Q1: 4,054 shares; 2026Q2: 4,078 shares 4,078 $753K 0.01% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,248 shares; 2025Q3: 3,002 shares; 2025Q4: 4,753 shares; 2026Q1: not reported; 2026Q2: 9,805 shares 9,805 $752K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,609 shares; 2025Q4: 1,903 shares; 2026Q1: 2,046 shares; 2026Q2: 2,887 shares 2,887 $752K 0.01% +841 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 1,061 shares; 2025Q3: 1,166 shares; 2025Q4: 1,280 shares; 2026Q1: 1,412 shares; 2026Q2: 1,510 shares 1,510 $750K 0.01% +98 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,216 shares; 2026Q2: 8,241 shares 8,241 $748K 0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,585 shares 36,585 $745K 0.01% new 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: 7,701 shares; 2025Q1: 11,558 shares; 2025Q2: 13,250 shares; 2025Q3: 15,832 shares; 2025Q4: 17,629 shares; 2026Q1: 19,799 shares; 2026Q2: 27,194 shares 27,194 $743K 0.01% +7,395 Timeline FUTY 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: 63,427 shares; 2025Q1: 64,787 shares; 2025Q2: 65,200 shares; 2025Q3: 25,928 shares; 2025Q4: 17,644 shares; 2026Q1: 12,981 shares; 2026Q2: 12,649 shares 12,649 $739K 0.01% -332 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,419 shares; 2024Q4: 10,484 shares; 2025Q1: 10,462 shares; 2025Q2: 9,881 shares; 2025Q3: 9,987 shares; 2025Q4: 9,255 shares; 2026Q1: 9,439 shares; 2026Q2: 8,837 shares 8,837 $739K 0.01% -602 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: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 814 shares; 2025Q4: 1,081 shares; 2026Q1: 1,095 shares; 2026Q2: 1,422 shares 1,422 $733K 0.01% +327 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,948 shares 16,948 $732K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 2,404 shares; 2025Q4: 2,423 shares; 2026Q1: 3,052 shares; 2026Q2: 8,403 shares 8,403 $730K 0.01% +5,351 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 864 shares; 2026Q2: 1,139 shares 1,139 $728K 0.01% +275 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: 5,962 shares; 2025Q2: 9,188 shares; 2025Q3: 18,175 shares; 2025Q4: 28,450 shares; 2026Q1: 948 shares; 2026Q2: 1,967 shares 1,967 $720K 0.01% +1,019 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,348 shares 2,348 $719K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 2,136 shares; 2025Q4: 3,315 shares; 2026Q1: 2,466 shares; 2026Q2: 3,026 shares 3,026 $719K 0.01% +560 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: 4,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,217 shares; 2025Q3: 5,793 shares; 2025Q4: 6,088 shares; 2026Q1: 5,758 shares; 2026Q2: 7,682 shares 7,682 $717K 0.01% +1,924 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: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 1,259 shares; 2025Q3: 1,269 shares; 2025Q4: 1,273 shares; 2026Q1: 1,094 shares; 2026Q2: 1,407 shares 1,407 $717K 0.01% +313 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,227 shares; 2025Q3: 10,215 shares; 2025Q4: 10,215 shares; 2026Q1: 10,215 shares; 2026Q2: 10,630 shares 10,630 $715K 0.01% +415 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,835 shares; 2026Q2: 9,063 shares 9,063 $714K 0.01% +2,228 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,667 shares; 2024Q4: 73,868 shares; 2025Q1: 73,347 shares; 2025Q2: 73,668 shares; 2025Q3: 73,287 shares; 2025Q4: 61,831 shares; 2026Q1: 54,235 shares; 2026Q2: 54,307 shares 54,307 $711K 0.01% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,601 shares 12,601 $710K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares; 2025Q4: 1,771 shares; 2026Q1: 1,832 shares; 2026Q2: 2,138 shares 2,138 $706K 0.01% +306 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 2,981 shares; 2025Q1: 4,052 shares; 2025Q2: 4,468 shares; 2025Q3: 4,437 shares; 2025Q4: 4,991 shares; 2026Q1: 4,056 shares; 2026Q2: 4,172 shares 4,172 $705K 0.01% +116 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,237 shares; 2024Q4: 40,596 shares; 2025Q1: 38,052 shares; 2025Q2: 45,042 shares; 2025Q3: 45,728 shares; 2025Q4: 32,403 shares; 2026Q1: 37,854 shares; 2026Q2: 27,199 shares 27,199 $697K 0.01% -10,655 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: 5,431 shares; 2024Q4: 5,852 shares; 2025Q1: 9,518 shares; 2025Q2: 9,910 shares; 2025Q3: 10,072 shares; 2025Q4: 4,382 shares; 2026Q1: 4,543 shares; 2026Q2: 3,399 shares 3,399 $697K 0.01% -1,144 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,827 shares; 2025Q3: 2,077 shares; 2025Q4: 1,996 shares; 2026Q1: 2,372 shares; 2026Q2: 4,695 shares 4,695 $697K 0.01% +2,323 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: 1,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 8,698 shares; 2025Q4: 12,969 shares; 2026Q1: 2,710 shares; 2026Q2: 2,872 shares 2,872 $696K 0.01% +162 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,335 shares; 2024Q4: 5,530 shares; 2025Q1: 6,788 shares; 2025Q2: 7,027 shares; 2025Q3: 7,091 shares; 2025Q4: 7,476 shares; 2026Q1: 7,847 shares; 2026Q2: 8,216 shares 8,216 $696K 0.01% +369 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743 shares; 2024Q4: 1,618 shares; 2025Q1: 1,328 shares; 2025Q2: 1,161 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,087 shares; 2026Q2: 3,179 shares 3,179 $695K 0.01% +2,092 Timeline CMF 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: 8,203 shares; 2026Q1: 11,967 shares; 2026Q2: 11,998 shares 11,998 $692K 0.01% +31 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,359 shares; 2026Q2: 3,391 shares 3,391 $687K 0.01% +32 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,082 shares; 2025Q2: 3,365 shares; 2025Q3: 3,205 shares; 2025Q4: 3,328 shares; 2026Q1: 5,319 shares; 2026Q2: 6,128 shares 6,128 $685K 0.01% +809 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: not reported; 2024Q4: 14,972 shares; 2025Q1: 16,651 shares; 2025Q2: 20,231 shares; 2025Q3: 20,234 shares; 2025Q4: 23,136 shares; 2026Q1: 19,868 shares; 2026Q2: 15,820 shares 15,820 $682K 0.01% -4,048 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: not reported; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 1,077 shares; 2025Q3: 1,107 shares; 2025Q4: 1,450 shares; 2026Q1: 1,652 shares; 2026Q2: 1,675 shares 1,675 $682K 0.01% +23 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 489 shares; 2025Q3: 515 shares; 2025Q4: 559 shares; 2026Q1: 632 shares; 2026Q2: 885 shares 885 $675K 0.01% +253 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,414 shares; 2025Q2: 11,213 shares; 2025Q3: 10,977 shares; 2025Q4: 12,018 shares; 2026Q1: 13,436 shares; 2026Q2: 14,022 shares 14,022 $673K 0.01% +586 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,954 shares; 2024Q4: 24,744 shares; 2025Q1: 26,186 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,860 shares 6,860 $668K 0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,063 shares 16,063 $665K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 442 shares; 2026Q1: 348 shares; 2026Q2: 334 shares 334 $662K 0.01% -14 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,952 shares 36,952 $659K 0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,794 shares; 2024Q4: 7,217 shares; 2025Q1: 5,214 shares; 2025Q2: 5,412 shares; 2025Q3: 5,105 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 6,836 shares 6,836 $658K 0.01% +1,736 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 935 shares 935 $657K 0.01% +587 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: 1,609 shares; 2024Q4: 1,631 shares; 2025Q1: 1,578 shares; 2025Q2: 1,449 shares; 2025Q3: 1,069 shares; 2025Q4: 1,087 shares; 2026Q1: not reported; 2026Q2: 3,349 shares 3,349 $655K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,464 shares; 2026Q1: 10,269 shares; 2026Q2: 12,146 shares 12,146 $646K 0.01% +1,877 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,495 shares; 2026Q2: 13,823 shares 13,823 $643K 0.01% +8,328 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,764 shares; 2026Q2: 10,634 shares 10,634 $640K 0.01% -10,130 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: not reported; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,368 shares; 2025Q3: 1,440 shares; 2025Q4: 2,246 shares; 2026Q1: 1,809 shares; 2026Q2: 2,357 shares 2,357 $634K 0.01% +548 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 6,344 shares 6,344 $634K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,903 shares 14,903 $632K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,264 shares; 2025Q3: 1,245 shares; 2025Q4: 1,280 shares; 2026Q1: 1,943 shares; 2026Q2: 2,644 shares 2,644 $629K 0.01% +701 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,303 shares; 2024Q4: 4,750 shares; 2025Q1: 4,988 shares; 2025Q2: 5,832 shares; 2025Q3: 6,149 shares; 2025Q4: 7,202 shares; 2026Q1: 3,223 shares; 2026Q2: 3,133 shares 3,133 $628K 0.01% -90 Timeline BYLD 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: 116,175 shares; 2026Q2: 27,515 shares 27,515 $623K 0.01% -88,660 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,486 shares; 2024Q4: 97,195 shares; 2025Q1: 99,627 shares; 2025Q2: 97,473 shares; 2025Q3: 98,745 shares; 2025Q4: 80,810 shares; 2026Q1: 69,753 shares; 2026Q2: 64,107 shares 64,107 $622K 0.01% -5,646 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,233 shares 8,233 $620K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,082 shares; 2024Q4: 6,375 shares; 2025Q1: 6,457 shares; 2025Q2: 6,072 shares; 2025Q3: 6,269 shares; 2025Q4: 6,877 shares; 2026Q1: 4,689 shares; 2026Q2: 7,973 shares 7,973 $618K 0.01% +3,284 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,961 shares; 2026Q2: 8,063 shares 8,063 $612K 0.01% +2,102 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 638 shares; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 1,043 shares; 2026Q1: 964 shares; 2026Q2: 1,508 shares 1,508 $607K 0.01% +544 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,582 shares; 2026Q1: 10,187 shares; 2026Q2: 20,023 shares 20,023 $605K 0.01% +9,836 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,558 shares 5,558 $604K 0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,006 shares; 2025Q2: 23,823 shares; 2025Q3: 21,748 shares; 2025Q4: 21,636 shares; 2026Q1: 18,929 shares; 2026Q2: 19,800 shares 19,800 $603K 0.01% +871 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,375 shares; 2024Q4: 11,305 shares; 2025Q1: 11,121 shares; 2025Q2: 11,033 shares; 2025Q3: 8,682 shares; 2025Q4: 8,634 shares; 2026Q1: 6,019 shares; 2026Q2: 5,850 shares 5,850 $603K 0.01% -169 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,375 shares; 2026Q1: 33,234 shares; 2026Q2: 23,394 shares 23,394 $598K 0.01% -9,840 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,041 shares; 2025Q1: 2,036 shares; 2025Q2: 2,563 shares; 2025Q3: 2,026 shares; 2025Q4: 2,042 shares; 2026Q1: 2,060 shares; 2026Q2: 3,614 shares 3,614 $595K 0.01% +1,554 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,981 shares; 2026Q1: 81,292 shares; 2026Q2: 26,845 shares 26,845 $594K 0.01% -54,447 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,639 shares; 2024Q4: 11,743 shares; 2025Q1: 12,634 shares; 2025Q2: 13,006 shares; 2025Q3: 14,605 shares; 2025Q4: 13,468 shares; 2026Q1: 13,111 shares; 2026Q2: 13,389 shares 13,389 $594K 0.01% +278 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,314 shares 7,314 $592K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 3,114 shares; 2026Q1: 3,365 shares; 2026Q2: 7,267 shares 7,267 $590K 0.01% +3,902 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,180 shares; 2026Q1: 2,501 shares; 2026Q2: 4,022 shares 4,022 $588K 0.01% +1,521 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,858 shares; 2025Q4: 4,706 shares; 2026Q1: 5,351 shares; 2026Q2: 6,069 shares 6,069 $583K 0.01% +718 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,684 shares; 2025Q1: 33,855 shares; 2025Q2: 40,883 shares; 2025Q3: 41,436 shares; 2025Q4: 28,044 shares; 2026Q1: 33,509 shares; 2026Q2: 22,941 shares 22,941 $583K 0.01% -10,568 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,638 shares; 2025Q3: 44,242 shares; 2025Q4: 67,918 shares; 2026Q1: 79,812 shares; 2026Q2: 25,420 shares 25,420 $582K 0.01% -54,392 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares; 2026Q2: 4,480 shares 4,480 $581K 0.01% +2,897 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,758 shares 32,758 $581K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 2,844 shares; 2025Q1: 2,618 shares; 2025Q2: 2,718 shares; 2025Q3: 2,742 shares; 2025Q4: 2,745 shares; 2026Q1: 3,788 shares; 2026Q2: 5,290 shares 5,290 $581K 0.01% +1,502 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,338 shares; 2025Q1: 3,793 shares; 2025Q2: 3,128 shares; 2025Q3: 2,589 shares; 2025Q4: 2,622 shares; 2026Q1: 2,342 shares; 2026Q2: 4,399 shares 4,399 $579K 0.01% +2,057 Timeline GJAN 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: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 12,785 shares; 2025Q4: 12,785 shares; 2026Q1: 12,785 shares; 2026Q2: 12,785 shares 12,785 $576K 0.01% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,320 shares; 2025Q4: 30,320 shares; 2026Q1: 28,323 shares; 2026Q2: 21,793 shares 21,793 $575K 0.01% -6,530 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,604 shares 22,604 $574K 0.01% new Timeline HELO 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: 239,203 shares; 2025Q1: 243,630 shares; 2025Q2: 12,992 shares; 2025Q3: 12,829 shares; 2025Q4: 9,916 shares; 2026Q1: 8,738 shares; 2026Q2: 8,483 shares 8,483 $573K 0.01% -255 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,125 shares 22,125 $572K 0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,514 shares; 2025Q3: 45,668 shares; 2025Q4: 69,775 shares; 2026Q1: 80,913 shares; 2026Q2: 25,569 shares 25,569 $572K 0.01% -55,344 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: not reported; 2024Q4: not reported; 2025Q1: 2,735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,579 shares 7,579 $568K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,501 shares; 2025Q3: 2,469 shares; 2025Q4: 2,811 shares; 2026Q1: 2,719 shares; 2026Q2: 2,814 shares 2,814 $567K 0.01% +95 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: 8,206 shares; 2025Q2: 7,027 shares; 2025Q3: 5,318 shares; 2025Q4: 5,996 shares; 2026Q1: 6,674 shares; 2026Q2: 6,164 shares 6,164 $565K 0.01% -510 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,461 shares; 2025Q2: 17,699 shares; 2025Q3: 16,494 shares; 2025Q4: 16,494 shares; 2026Q1: 14,506 shares; 2026Q2: 15,543 shares 15,543 $564K 0.01% +1,037 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: not reported; 2024Q4: 877 shares; 2025Q1: 1,382 shares; 2025Q2: 1,563 shares; 2025Q3: 1,426 shares; 2025Q4: 1,598 shares; 2026Q1: 1,504 shares; 2026Q2: 1,632 shares 1,632 $562K 0.01% +128 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,519 shares 16,519 $561K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 2,801 shares; 2025Q1: 2,803 shares; 2025Q2: 2,870 shares; 2025Q3: 3,127 shares; 2025Q4: 3,366 shares; 2026Q1: 3,364 shares; 2026Q2: 6,745 shares 6,745 $560K 0.01% +3,381 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,303 shares; 2024Q4: 7,303 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 7,967 shares; 2025Q4: 7,967 shares; 2026Q1: 7,967 shares; 2026Q2: 7,967 shares 7,967 $557K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,041 shares; 2026Q2: 2,612 shares 2,612 $557K 0.01% +571 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,423 shares; 2025Q1: 4,423 shares; 2025Q2: 4,423 shares; 2025Q3: 4,250 shares; 2025Q4: 4,272 shares; 2026Q1: 3,608 shares; 2026Q2: 5,910 shares 5,910 $555K 0.01% +2,302 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,189 shares; 2026Q2: 1,651 shares 1,651 $553K 0.01% +462 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,086 shares; 2025Q1: 1,183 shares; 2025Q2: 1,296 shares; 2025Q3: 1,351 shares; 2025Q4: 1,399 shares; 2026Q1: 1,522 shares; 2026Q2: 1,538 shares 1,538 $552K 0.01% +16 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787 shares; 2024Q4: not reported; 2025Q1: 5,968 shares; 2025Q2: 6,774 shares; 2025Q3: 8,072 shares; 2025Q4: 8,072 shares; 2026Q1: 7,636 shares; 2026Q2: 11,420 shares 11,420 $548K 0.01% +3,784 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,768 shares; 2025Q1: 3,771 shares; 2025Q2: 3,487 shares; 2025Q3: 3,566 shares; 2025Q4: 3,926 shares; 2026Q1: 3,864 shares; 2026Q2: 3,860 shares 3,860 $547K 0.01% -4 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,451 shares 16,451 $546K 0.01% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,952 shares 26,952 $544K 0.01% new Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,976 shares 23,976 $544K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 1,917 shares; 2025Q3: 3,357 shares; 2025Q4: 3,562 shares; 2026Q1: 3,287 shares; 2026Q2: 3,080 shares 3,080 $540K 0.01% -207 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,419 shares 1,419 $540K 0.01% new 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: 5,832 shares; 2024Q4: 6,774 shares; 2025Q1: 6,722 shares; 2025Q2: 5,614 shares; 2025Q3: 3,880 shares; 2025Q4: 2,600 shares; 2026Q1: 2,564 shares; 2026Q2: 3,692 shares 3,692 $534K 0.01% +1,128 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,736 shares 4,736 $531K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,166 shares; 2026Q1: 1,227 shares; 2026Q2: 1,344 shares 1,344 $530K 0.01% +117 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,070 shares; 2025Q2: 3,189 shares; 2025Q3: 3,502 shares; 2025Q4: 4,444 shares; 2026Q1: 4,655 shares; 2026Q2: 5,467 shares 5,467 $530K 0.01% +812 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,719 shares; 2026Q1: not reported; 2026Q2: 3,115 shares 3,115 $528K 0.01% new Timeline FTRI 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: 44,222 shares; 2025Q1: 44,222 shares; 2025Q2: 47,423 shares; 2025Q3: 46,698 shares; 2025Q4: 46,044 shares; 2026Q1: 37,871 shares; 2026Q2: 33,128 shares 33,128 $526K 0.01% -4,743 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,874 shares 26,874 $525K 0.01% new 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: 8,772 shares; 2024Q4: 10,687 shares; 2025Q1: 14,456 shares; 2025Q2: 14,426 shares; 2025Q3: 14,865 shares; 2025Q4: 14,713 shares; 2026Q1: 19,198 shares; 2026Q2: 21,379 shares 21,379 $525K 0.01% +2,181 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,234 shares 24,234 $525K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,662 shares; 2025Q2: 9,668 shares; 2025Q3: 9,728 shares; 2025Q4: 9,960 shares; 2026Q1: 9,437 shares; 2026Q2: 9,392 shares 9,392 $522K 0.01% -45 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: not reported; 2024Q4: 5,474 shares; 2025Q1: 4,008 shares; 2025Q2: 3,323 shares; 2025Q3: 2,029 shares; 2025Q4: not reported; 2026Q1: 2,676 shares; 2026Q2: 3,187 shares 3,187 $521K 0.01% +511 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: 120 shares; 2024Q4: 131 shares; 2025Q1: 115 shares; 2025Q2: 141 shares; 2025Q3: 132 shares; 2025Q4: 135 shares; 2026Q1: 117 shares; 2026Q2: 2,917 shares 2,917 $520K 0.01% +2,800 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,848 shares; 2024Q4: 4,854 shares; 2025Q1: 4,820 shares; 2025Q2: 4,923 shares; 2025Q3: 4,782 shares; 2025Q4: 5,020 shares; 2026Q1: 5,008 shares; 2026Q2: 2,177 shares 2,177 $518K 0.01% -2,831 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,878 shares; 2024Q4: 11,947 shares; 2025Q1: 12,033 shares; 2025Q2: 12,162 shares; 2025Q3: 12,221 shares; 2025Q4: 12,639 shares; 2026Q1: 16,715 shares; 2026Q2: 12,845 shares 12,845 $515K 0.01% -3,870 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,610 shares; 2025Q1: 14,529 shares; 2025Q2: 14,856 shares; 2025Q3: 15,011 shares; 2025Q4: 14,047 shares; 2026Q1: 13,859 shares; 2026Q2: 13,875 shares 13,875 $515K 0.01% +16 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,582 shares; 2026Q2: 10,534 shares 10,534 $515K 0.01% +2,952 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,748 shares; 2026Q1: 2,430 shares; 2026Q2: 2,911 shares 2,911 $514K 0.01% +481 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 4,253 shares; 2026Q1: 5,489 shares; 2026Q2: 5,372 shares 5,372 $511K 0.01% -117 Timeline JPEF 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: 3,445 shares; 2025Q1: 6,907 shares; 2025Q2: 6,907 shares; 2025Q3: 6,907 shares; 2025Q4: 8,674 shares; 2026Q1: 7,307 shares; 2026Q2: 6,302 shares 6,302 $506K 0.01% -1,005 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,013 shares; 2024Q4: 8,345 shares; 2025Q1: 9,136 shares; 2025Q2: 8,497 shares; 2025Q3: 8,203 shares; 2025Q4: 8,353 shares; 2026Q1: 8,658 shares; 2026Q2: 8,819 shares 8,819 $505K 0.01% +161 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,891 shares; 2025Q2: 27,189 shares; 2025Q3: 27,330 shares; 2025Q4: 27,011 shares; 2026Q1: 26,615 shares; 2026Q2: 25,910 shares 25,910 $504K 0.01% -705 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: not reported; 2024Q4: 2,401 shares; 2025Q1: 2,743 shares; 2025Q2: 3,608 shares; 2025Q3: 3,601 shares; 2025Q4: 3,747 shares; 2026Q1: 3,860 shares; 2026Q2: 4,395 shares 4,395 $502K 0.01% +535 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: not reported; 2024Q4: 7,968 shares; 2025Q1: 7,968 shares; 2025Q2: 8,060 shares; 2025Q3: 8,082 shares; 2025Q4: 11,828 shares; 2026Q1: 11,205 shares; 2026Q2: 11,758 shares 11,758 $501K 0.01% +553 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 4,163 shares 4,163 $500K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,411 shares; 2024Q4: 23,920 shares; 2025Q1: 22,355 shares; 2025Q2: 32,043 shares; 2025Q3: 27,224 shares; 2025Q4: 27,581 shares; 2026Q1: 27,851 shares; 2026Q2: 35,966 shares 35,966 $500K 0.01% +8,115 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK 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: 8,606 shares; 2026Q2: 8,668 shares 8,668 $498K 0.01% +62 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 6,484 shares 6,484 $492K 0.01% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,717 shares; 2026Q1: 6,592 shares; 2026Q2: 6,543 shares 6,543 $490K 0.01% -49 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 427 shares; 2026Q2: 587 shares 587 $487K 0.01% +160 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,679 shares; 2024Q4: 7,573 shares; 2025Q1: 6,430 shares; 2025Q2: 7,356 shares; 2025Q3: 23,278 shares; 2025Q4: 27,723 shares; 2026Q1: 28,374 shares; 2026Q2: 9,937 shares 9,937 $483K 0.01% -18,437 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,834 shares; 2024Q4: 10,694 shares; 2025Q1: 13,669 shares; 2025Q2: 12,735 shares; 2025Q3: 13,597 shares; 2025Q4: 24,209 shares; 2026Q1: 29,777 shares; 2026Q2: 25,209 shares 25,209 $482K 0.01% -4,568 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: 2,883 shares; 2024Q4: 2,750 shares; 2025Q1: 2,708 shares; 2025Q2: 2,410 shares; 2025Q3: 2,417 shares; 2025Q4: 2,430 shares; 2026Q1: 2,441 shares; 2026Q2: 8,558 shares 8,558 $481K 0.01% +6,117 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,735 shares; 2025Q4: not reported; 2026Q1: 39,903 shares; 2026Q2: 35,914 shares 35,914 $480K 0.01% -3,989 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,518 shares; 2024Q4: 3,508 shares; 2025Q1: 3,583 shares; 2025Q2: 4,242 shares; 2025Q3: 3,582 shares; 2025Q4: 2,968 shares; 2026Q1: 3,948 shares; 2026Q2: 4,227 shares 4,227 $476K 0.01% +279 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315 shares; 2026Q2: 1,265 shares 1,265 $474K 0.01% -50 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,547 shares; 2025Q3: 5,274 shares; 2025Q4: 5,480 shares; 2026Q1: 6,341 shares; 2026Q2: 7,540 shares 7,540 $474K 0.01% +1,199 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: 8,280 shares; 2025Q1: 9,520 shares; 2025Q2: 9,480 shares; 2025Q3: 11,440 shares; 2025Q4: 11,762 shares; 2026Q1: 12,414 shares; 2026Q2: 12,423 shares 12,423 $472K 0.01% +9 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,121 shares; 2025Q2: 1,391 shares; 2025Q3: 1,383 shares; 2025Q4: 1,309 shares; 2026Q1: 1,449 shares; 2026Q2: 1,679 shares 1,679 $468K 0.01% +230 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,844 shares; 2024Q4: 4,488 shares; 2025Q1: 4,482 shares; 2025Q2: 4,483 shares; 2025Q3: 4,484 shares; 2025Q4: 5,163 shares; 2026Q1: 5,178 shares; 2026Q2: 5,174 shares 5,174 $466K 0.01% -4 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,678 shares 2,678 $466K 0.01% new Timeline VTES 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: 2,425 shares; 2025Q2: 12,075 shares; 2025Q3: 16,250 shares; 2025Q4: 17,468 shares; 2026Q1: 9,366 shares; 2026Q2: 4,561 shares 4,561 $462K 0.01% -4,805 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,378 shares; 2024Q4: 4,966 shares; 2025Q1: 5,663 shares; 2025Q2: 5,655 shares; 2025Q3: 5,769 shares; 2025Q4: 5,909 shares; 2026Q1: 6,185 shares; 2026Q2: 6,187 shares 6,187 $461K 0.01% +2 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,189 shares; 2025Q2: 7,189 shares; 2025Q3: 7,189 shares; 2025Q4: 7,189 shares; 2026Q1: 7,189 shares; 2026Q2: 7,189 shares 7,189 $459K 0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 5,280 shares; 2025Q4: 10,385 shares; 2026Q1: 9,839 shares; 2026Q2: 8,742 shares 8,742 $454K 0.01% -1,097 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,339 shares; 2024Q4: 2,661 shares; 2025Q1: 2,668 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,451 shares; 2026Q1: 2,785 shares; 2026Q2: 2,809 shares 2,809 $451K 0.01% +24 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 3,626 shares; 2025Q1: 3,612 shares; 2025Q2: 3,582 shares; 2025Q3: 3,666 shares; 2025Q4: 3,516 shares; 2026Q1: 3,915 shares; 2026Q2: 4,172 shares 4,172 $450K 0.01% +257 Timeline HYDB 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: 27,227 shares; 2025Q1: 28,836 shares; 2025Q2: 17,288 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,620 shares 9,620 $450K 0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,439 shares; 2026Q1: 4,819 shares; 2026Q2: 4,822 shares 4,822 $450K 0.01% +3 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,906 shares 5,906 $449K 0.01% new 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: 1,638 shares; 2024Q4: 1,782 shares; 2025Q1: 1,683 shares; 2025Q2: 1,562 shares; 2025Q3: 1,600 shares; 2025Q4: 1,667 shares; 2026Q1: 1,481 shares; 2026Q2: 1,529 shares 1,529 $449K 0.01% +48 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,871 shares 22,871 $443K 0.01% new Timeline BSJV 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: 13,099 shares; 2025Q4: 16,867 shares; 2026Q1: 16,867 shares; 2026Q2: 16,867 shares 16,867 $443K 0.01% 0 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA 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: 9,579 shares; 2026Q2: 9,689 shares 9,689 $441K 0.01% +110 Timeline MKSI MKS INC. More: the full row for MKS 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: 961 shares; 2026Q2: 987 shares 987 $439K 0.01% +26 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,838 shares 2,838 $436K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 291 shares; 2025Q3: 297 shares; 2025Q4: 301 shares; 2026Q1: 305 shares; 2026Q2: 341 shares 341 $436K 0.01% +36 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,571 shares; 2024Q4: 198,962 shares; 2025Q1: 10,056 shares; 2025Q2: 9,157 shares; 2025Q3: 8,484 shares; 2025Q4: 8,485 shares; 2026Q1: 7,646 shares; 2026Q2: 7,697 shares 7,697 $435K 0.01% +51 Timeline TUSB THRIVENT ETF TRUST More: the full row for THRIVENT 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: 9,960 shares; 2025Q3: 9,960 shares; 2025Q4: 11,560 shares; 2026Q1: 9,575 shares; 2026Q2: 8,580 shares 8,580 $432K 0.01% -995 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: 6,518 shares; 2025Q1: 6,518 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,518 shares; 2026Q1: 5,518 shares; 2026Q2: 5,518 shares 5,518 $432K 0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,554 shares 14,554 $430K 0.01% new Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,831 shares; 2025Q1: 2,831 shares; 2025Q2: 2,831 shares; 2025Q3: 2,831 shares; 2025Q4: 2,831 shares; 2026Q1: 2,831 shares; 2026Q2: 2,831 shares 2,831 $430K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 1,050 shares; 2025Q3: 1,054 shares; 2025Q4: 1,339 shares; 2026Q1: 1,397 shares; 2026Q2: 1,472 shares 1,472 $428K 0.01% +75 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 10,321 shares; 2025Q4: not reported; 2026Q1: 20,054 shares; 2026Q2: 19,964 shares 19,964 $427K 0.01% -90 Timeline ICLN 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: 13,086 shares; 2026Q2: 20,808 shares 20,808 $426K 0.01% +7,722 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,732 shares; 2025Q2: 18,756 shares; 2025Q3: 15,016 shares; 2025Q4: 15,560 shares; 2026Q1: 16,042 shares; 2026Q2: 18,002 shares 18,002 $424K 0.01% +1,960 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 2,963 shares; 2025Q4: 2,604 shares; 2026Q1: 2,656 shares; 2026Q2: 3,223 shares 3,223 $424K 0.01% +567 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,887 shares; 2026Q2: 9,085 shares 9,085 $420K 0.01% +5,198 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: 34,813 shares; 2024Q4: 38,838 shares; 2025Q1: 40,885 shares; 2025Q2: 41,822 shares; 2025Q3: 37,620 shares; 2025Q4: 17,802 shares; 2026Q1: 11,124 shares; 2026Q2: 8,155 shares 8,155 $419K 0.01% -2,969 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares; 2026Q2: 2,233 shares 2,233 $418K <0.01% +727 Timeline SPHB 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: 2,677 shares 2,677 $417K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 5,396 shares; 2025Q1: 5,403 shares; 2025Q2: 5,409 shares; 2025Q3: 5,587 shares; 2025Q4: 5,553 shares; 2026Q1: 5,504 shares; 2026Q2: 5,400 shares 5,400 $416K <0.01% -104 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,776 shares; 2026Q1: 7,455 shares; 2026Q2: 11,058 shares 11,058 $416K <0.01% +3,603 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 4,005 shares; 2026Q1: 3,943 shares; 2026Q2: 3,943 shares 3,943 $414K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,351 shares; 2025Q2: 6,774 shares; 2025Q3: 7,001 shares; 2025Q4: not reported; 2026Q1: 5,201 shares; 2026Q2: 7,146 shares 7,146 $413K <0.01% +1,945 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 26,447 shares; 2025Q4: 19,759 shares; 2026Q1: 11,264 shares; 2026Q2: 8,938 shares 8,938 $413K <0.01% -2,326 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,393 shares; 2024Q4: 7,617 shares; 2025Q1: 7,366 shares; 2025Q2: 7,055 shares; 2025Q3: 5,799 shares; 2025Q4: 5,565 shares; 2026Q1: 5,380 shares; 2026Q2: 8,652 shares 8,652 $413K <0.01% +3,272 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: 7,360 shares; 2024Q4: 7,689 shares; 2025Q1: 7,450 shares; 2025Q2: 7,502 shares; 2025Q3: 7,558 shares; 2025Q4: 7,499 shares; 2026Q1: 7,922 shares; 2026Q2: 8,643 shares 8,643 $411K <0.01% +721 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,072 shares; 2026Q1: 23,961 shares; 2026Q2: 29,737 shares 29,737 $410K <0.01% +5,776 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,929 shares 8,929 $408K <0.01% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,987 shares; 2026Q2: 10,552 shares 10,552 $406K <0.01% +2,565 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 5,169 shares 5,169 $405K <0.01% new Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,413 shares; 2024Q4: 24,972 shares; 2025Q1: 26,804 shares; 2025Q2: 31,864 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares; 2026Q2: 3,112 shares 3,112 $405K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,921 shares; 2025Q2: 17,083 shares; 2025Q3: 16,044 shares; 2025Q4: 16,052 shares; 2026Q1: 15,913 shares; 2026Q2: 16,220 shares 16,220 $404K <0.01% +307 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,485 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,608 shares; 2025Q4: 12,983 shares; 2026Q1: 6,325 shares; 2026Q2: 8,441 shares 8,441 $404K <0.01% +2,116 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,868 shares; 2025Q1: 4,656 shares; 2025Q2: 5,428 shares; 2025Q3: 4,654 shares; 2025Q4: 4,555 shares; 2026Q1: 2,704 shares; 2026Q2: 3,242 shares 3,242 $403K <0.01% +538 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: 13,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 3,087 shares; 2026Q2: 3,495 shares 3,495 $402K <0.01% +408 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,221 shares; 2024Q4: 12,103 shares; 2025Q1: 12,313 shares; 2025Q2: 13,323 shares; 2025Q3: 13,245 shares; 2025Q4: 11,225 shares; 2026Q1: 10,986 shares; 2026Q2: 8,831 shares 8,831 $402K <0.01% -2,155 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,163 shares; 2026Q2: 2,453 shares 2,453 $401K <0.01% +290 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,433 shares; 2024Q4: 42,135 shares; 2025Q1: 43,025 shares; 2025Q2: 42,586 shares; 2025Q3: 40,930 shares; 2025Q4: 36,315 shares; 2026Q1: 30,541 shares; 2026Q2: 30,574 shares 30,574 $399K <0.01% +33 Timeline JPIN 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: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,606 shares; 2025Q3: 5,607 shares; 2025Q4: 5,609 shares; 2026Q1: 5,610 shares; 2026Q2: 5,500 shares 5,500 $398K <0.01% -110 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,667 shares; 2026Q2: 4,282 shares 4,282 $397K <0.01% +1,615 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 623 shares; 2025Q4: 738 shares; 2026Q1: 743 shares; 2026Q2: 885 shares 885 $395K <0.01% +142 Timeline FAPR 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: 9,411 shares; 2025Q3: 9,411 shares; 2025Q4: 9,411 shares; 2026Q1: 8,411 shares; 2026Q2: 8,411 shares 8,411 $393K <0.01% 0 Timeline IMCG 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: 3,241 shares; 2025Q1: not reported; 2025Q2: 3,776 shares; 2025Q3: 3,769 shares; 2025Q4: 3,606 shares; 2026Q1: 3,668 shares; 2026Q2: 3,997 shares 3,997 $393K <0.01% +329 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,602 shares; 2025Q4: 4,602 shares; 2026Q1: 4,602 shares; 2026Q2: 7,065 shares 7,065 $389K <0.01% +2,463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 3,508 shares; 2025Q4: 3,475 shares; 2026Q1: 3,982 shares; 2026Q2: 4,253 shares 4,253 $385K <0.01% +271 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,513 shares; 2026Q1: 4,690 shares; 2026Q2: 4,979 shares 4,979 $383K <0.01% +289 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: 11,384 shares; 2026Q2: 13,261 shares 13,261 $382K <0.01% +1,877 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,116 shares; 2025Q1: 1,029 shares; 2025Q2: 1,945 shares; 2025Q3: 1,249 shares; 2025Q4: 1,320 shares; 2026Q1: 946 shares; 2026Q2: 1,681 shares 1,681 $379K <0.01% +735 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 847 shares; 2025Q4: 893 shares; 2026Q1: 950 shares; 2026Q2: 1,200 shares 1,200 $378K <0.01% +250 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,753 shares; 2024Q4: 46,622 shares; 2025Q1: 43,579 shares; 2025Q2: 41,967 shares; 2025Q3: 41,967 shares; 2025Q4: 41,967 shares; 2026Q1: 42,002 shares; 2026Q2: 41,170 shares 41,170 $377K <0.01% -832 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 28,279 shares 28,279 $376K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,032 shares; 2024Q4: 2,739 shares; 2025Q1: 2,627 shares; 2025Q2: 2,571 shares; 2025Q3: 2,727 shares; 2025Q4: 3,065 shares; 2026Q1: 2,978 shares; 2026Q2: 3,201 shares 3,201 $375K <0.01% +223 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,631 shares 1,631 $375K <0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,897 shares 6,897 $375K <0.01% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 642 shares; 2026Q1: 628 shares; 2026Q2: 468 shares 468 $374K <0.01% -160 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares; 2026Q2: 1,164 shares 1,164 $370K <0.01% +338 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,371 shares; 2025Q2: 33,720 shares; 2025Q3: 30,613 shares; 2025Q4: 31,145 shares; 2026Q1: 36,567 shares; 2026Q2: 27,644 shares 27,644 $366K <0.01% -8,923 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,835 shares; 2026Q2: 3,365 shares 3,365 $364K <0.01% +530 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,166 shares; 2025Q1: 7,675 shares; 2025Q2: 9,727 shares; 2025Q3: not reported; 2025Q4: 9,519 shares; 2026Q1: 9,519 shares; 2026Q2: 9,519 shares 9,519 $364K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,103 shares; 2025Q3: 7,308 shares; 2025Q4: 7,741 shares; 2026Q1: 7,867 shares; 2026Q2: 8,980 shares 8,980 $364K <0.01% +1,113 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,771 shares; 2026Q1: 13,592 shares; 2026Q2: 15,780 shares 15,780 $364K <0.01% +2,188 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 451 shares; 2025Q2: 448 shares; 2025Q3: 451 shares; 2025Q4: 686 shares; 2026Q1: 533 shares; 2026Q2: 542 shares 542 $361K <0.01% +9 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,220 shares; 2025Q1: 10,220 shares; 2025Q2: 9,560 shares; 2025Q3: 9,560 shares; 2025Q4: 9,560 shares; 2026Q1: 7,308 shares; 2026Q2: 7,308 shares 7,308 $361K <0.01% 0 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: 6,193 shares; 2024Q4: 6,754 shares; 2025Q1: 6,940 shares; 2025Q2: 7,739 shares; 2025Q3: 7,910 shares; 2025Q4: 13,147 shares; 2026Q1: 7,861 shares; 2026Q2: 7,419 shares 7,419 $359K <0.01% -442 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,888 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,132 shares 4,132 $359K <0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: not reported; 2025Q4: 11,223 shares; 2026Q1: 30,936 shares; 2026Q2: 30,936 shares 30,936 $359K <0.01% 0 Timeline WATSCO INC WATSCO INC More: the full row for WATSCO 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: 868 shares 868 $359K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,495 shares; 2025Q4: 15,503 shares; 2026Q1: 15,510 shares; 2026Q2: 15,518 shares 15,518 $356K <0.01% +8 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,678 shares; 2026Q2: 4,558 shares 4,558 $354K <0.01% +880 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,180 shares; 2025Q1: 9,600 shares; 2025Q2: 9,041 shares; 2025Q3: 9,041 shares; 2025Q4: 9,041 shares; 2026Q1: 7,600 shares; 2026Q2: 7,600 shares 7,600 $351K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,507 shares; 2025Q4: 1,533 shares; 2026Q1: 1,529 shares; 2026Q2: 1,625 shares 1,625 $351K <0.01% +96 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: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $351K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,691 shares; 2024Q4: 14,240 shares; 2025Q1: 14,260 shares; 2025Q2: 12,909 shares; 2025Q3: 12,992 shares; 2025Q4: 13,027 shares; 2026Q1: 12,738 shares; 2026Q2: 17,359 shares 17,359 $350K <0.01% +4,621 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,253 shares; 2026Q2: 4,250 shares 4,250 $349K <0.01% -3 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398 shares; 2024Q4: 4,648 shares; 2025Q1: 20,110 shares; 2025Q2: 4,461 shares; 2025Q3: 3,576 shares; 2025Q4: 3,426 shares; 2026Q1: 411,838 shares; 2026Q2: 2,552 shares 2,552 $349K <0.01% -409,286 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,721 shares 3,721 $349K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 890 shares; 2025Q1: 1,039 shares; 2025Q2: 1,112 shares; 2025Q3: 1,086 shares; 2025Q4: 1,744 shares; 2026Q1: 2,057 shares; 2026Q2: 1,231 shares 1,231 $348K <0.01% -826 Timeline EMXF 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: 8,183 shares; 2025Q2: 7,927 shares; 2025Q3: 7,894 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares; 2026Q2: 5,998 shares 5,998 $348K <0.01% -1,911 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: not reported; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,330 shares; 2025Q3: 1,528 shares; 2025Q4: 2,015 shares; 2026Q1: 1,824 shares; 2026Q2: 2,294 shares 2,294 $347K <0.01% +470 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 892 shares; 2025Q2: 935 shares; 2025Q3: 908 shares; 2025Q4: 1,318 shares; 2026Q1: 1,229 shares; 2026Q2: 1,327 shares 1,327 $347K <0.01% +98 Timeline DEM 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: 5,504 shares; 2025Q1: 6,842 shares; 2025Q2: 6,259 shares; 2025Q3: 6,298 shares; 2025Q4: 6,343 shares; 2026Q1: 6,342 shares; 2026Q2: 6,427 shares 6,427 $346K <0.01% +85 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares; 2025Q4: 23,726 shares; 2026Q1: 5,130 shares; 2026Q2: 5,130 shares 5,130 $346K <0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,768 shares; 2025Q1: 18,768 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 16,800 shares; 2026Q1: 16,800 shares; 2026Q2: 16,800 shares 16,800 $345K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,851 shares; 2024Q4: 3,813 shares; 2025Q1: 4,075 shares; 2025Q2: 7,300 shares; 2025Q3: 7,034 shares; 2025Q4: 6,677 shares; 2026Q1: 5,544 shares; 2026Q2: 9,906 shares 9,906 $345K <0.01% +4,362 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 2,889 shares; 2025Q3: 2,882 shares; 2025Q4: 2,956 shares; 2026Q1: 2,899 shares; 2026Q2: 2,578 shares 2,578 $342K <0.01% -321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,518 shares 3,518 $341K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares; 2026Q2: 301 shares 301 $341K <0.01% +15 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $341K <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE 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: 23,310 shares 23,310 $339K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,314 shares 2,314 $339K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,274 shares; 2025Q2: 1,460 shares; 2025Q3: 1,513 shares; 2025Q4: 1,561 shares; 2026Q1: not reported; 2026Q2: 2,577 shares 2,577 $339K <0.01% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,547 shares; 2025Q2: 6,009 shares; 2025Q3: 5,455 shares; 2025Q4: 5,279 shares; 2026Q1: 5,260 shares; 2026Q2: 7,624 shares 7,624 $337K <0.01% +2,364 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: not reported; 2025Q2: 2,417 shares; 2025Q3: 1,958 shares; 2025Q4: 2,422 shares; 2026Q1: 3,037 shares; 2026Q2: 3,362 shares 3,362 $337K <0.01% +325 Timeline FXL 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: 1,551 shares 1,551 $337K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 263 shares; 2025Q4: 261 shares; 2026Q1: 285 shares; 2026Q2: 322 shares 322 $336K <0.01% +37 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,458 shares 1,458 $335K <0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737,848 shares; 2024Q4: not reported; 2025Q1: 2,863 shares; 2025Q2: 2,805 shares; 2025Q3: 2,802 shares; 2025Q4: 2,453 shares; 2026Q1: 491,460 shares; 2026Q2: 2,846 shares 2,846 $334K <0.01% -488,614 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,062 shares; 2025Q1: 12,381 shares; 2025Q2: 6,661 shares; 2025Q3: 6,609 shares; 2025Q4: 5,559 shares; 2026Q1: 3,839 shares; 2026Q2: 4,134 shares 4,134 $334K <0.01% +295 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS 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: 10,266 shares 10,266 $334K <0.01% new Timeline AVGE 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: 218,092 shares; 2024Q4: 21,333 shares; 2025Q1: 20,611 shares; 2025Q2: 20,133 shares; 2025Q3: 20,742 shares; 2025Q4: 20,908 shares; 2026Q1: 19,332 shares; 2026Q2: 3,357 shares 3,357 $333K <0.01% -15,975 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: 8,018 shares; 2024Q4: 8,042 shares; 2025Q1: 8,069 shares; 2025Q2: 8,095 shares; 2025Q3: 8,122 shares; 2025Q4: 8,146 shares; 2026Q1: 8,170 shares; 2026Q2: 8,191 shares 8,191 $332K <0.01% +21 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: 6,024 shares 6,024 $331K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,346 shares; 2025Q1: 4,336 shares; 2025Q2: 4,427 shares; 2025Q3: 4,490 shares; 2025Q4: 4,461 shares; 2026Q1: 4,670 shares; 2026Q2: 4,788 shares 4,788 $331K <0.01% +118 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,841 shares 1,841 $331K <0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 4,481 shares; 2025Q1: 3,588 shares; 2025Q2: 2,836 shares; 2025Q3: 2,895 shares; 2025Q4: 4,330 shares; 2026Q1: 3,992 shares; 2026Q2: 3,996 shares 3,996 $329K <0.01% +4 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,169 shares; 2025Q1: 13,121 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,302 shares; 2026Q2: 10,057 shares 10,057 $328K <0.01% +1,755 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 4,718 shares; 2026Q2: 4,931 shares 4,931 $327K <0.01% +213 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,689 shares 2,689 $327K <0.01% new 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: 1,530 shares; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,981 shares; 2026Q2: 1,736 shares 1,736 $326K <0.01% -245 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 7,063 shares; 2025Q1: 7,066 shares; 2025Q2: 6,682 shares; 2025Q3: 3,160 shares; 2025Q4: 2,780 shares; 2026Q1: not reported; 2026Q2: 3,838 shares 3,838 $325K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,291 shares; 2025Q3: 7,780 shares; 2025Q4: 9,025 shares; 2026Q1: 9,039 shares; 2026Q2: 8,444 shares 8,444 $323K <0.01% -595 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 584 shares; 2025Q3: 610 shares; 2025Q4: 635 shares; 2026Q1: 749 shares; 2026Q2: 829 shares 829 $323K <0.01% +80 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,187 shares 11,187 $320K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,281 shares; 2026Q2: 3,853 shares 3,853 $319K <0.01% +572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,221 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,003 shares 2,003 $318K <0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,292 shares; 2026Q1: 1,130 shares; 2026Q2: 1,835 shares 1,835 $316K <0.01% +705 Timeline BALT 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: not reported; 2024Q4: not reported; 2025Q1: 6,492 shares; 2025Q2: 9,224 shares; 2025Q3: 10,138 shares; 2025Q4: 10,138 shares; 2026Q1: 9,224 shares; 2026Q2: 9,224 shares 9,224 $316K <0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,536 shares; 2025Q4: 1,873 shares; 2026Q1: not reported; 2026Q2: 2,902 shares 2,902 $316K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,317 shares; 2026Q1: 1,157 shares; 2026Q2: 1,335 shares 1,335 $315K <0.01% +178 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $314K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 998 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,846 shares 1,846 $314K <0.01% new Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,789 shares; 2025Q2: 19,389 shares; 2025Q3: 18,374 shares; 2025Q4: 19,095 shares; 2026Q1: 24,093 shares; 2026Q2: 21,534 shares 21,534 $312K <0.01% -2,559 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 2,132 shares 2,132 $311K <0.01% +382 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: 1,394 shares; 2024Q4: 1,816 shares; 2025Q1: 1,580 shares; 2025Q2: 1,499 shares; 2025Q3: 1,470 shares; 2025Q4: 2,555 shares; 2026Q1: 2,481 shares; 2026Q2: 2,518 shares 2,518 $310K <0.01% +37 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 12,543 shares 12,543 $310K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,210 shares 1,210 $310K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 1,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares; 2026Q2: 1,549 shares 1,549 $309K <0.01% +92 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,191 shares; 2025Q3: 34,576 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares; 2026Q2: 7,994 shares 7,994 $309K <0.01% -2,756 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 728 shares; 2026Q2: 741 shares 741 $308K <0.01% +13 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,210 shares 11,210 $307K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,672 shares; 2026Q2: 7,189 shares 7,189 $307K <0.01% +1,517 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares; 2026Q2: 1,361 shares 1,361 $306K <0.01% +71 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,671 shares; 2025Q3: 8,303 shares; 2025Q4: 8,070 shares; 2026Q1: 8,082 shares; 2026Q2: 8,297 shares 8,297 $306K <0.01% +215 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 958 shares; 2025Q1: 816 shares; 2025Q2: 1,349 shares; 2025Q3: 1,152 shares; 2025Q4: 2,218 shares; 2026Q1: 2,636 shares; 2026Q2: 1,570 shares 1,570 $305K <0.01% -1,066 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,215 shares; 2025Q1: 10,225 shares; 2025Q2: 10,242 shares; 2025Q3: 10,395 shares; 2025Q4: 10,408 shares; 2026Q1: 10,614 shares; 2026Q2: 10,737 shares 10,737 $305K <0.01% +123 Timeline RAVI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,040 shares 4,040 $305K <0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 4,095 shares; 2026Q1: 4,066 shares; 2026Q2: 5,755 shares 5,755 $303K <0.01% +1,689 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: 74,855 shares; 2025Q1: 110,324 shares; 2025Q2: 9,594 shares; 2025Q3: 5,319 shares; 2025Q4: 3,258 shares; 2026Q1: 2,676 shares; 2026Q2: 2,366 shares 2,366 $302K <0.01% -310 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,678 shares 1,678 $300K <0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,288 shares 1,288 $295K <0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,944 shares 1,944 $294K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 1,066 shares; 2025Q1: 1,521 shares; 2025Q2: 1,389 shares; 2025Q3: 1,373 shares; 2025Q4: 1,636 shares; 2026Q1: 1,575 shares; 2026Q2: 1,542 shares 1,542 $294K <0.01% -33 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,424 shares 1,424 $293K <0.01% new Timeline HYLS 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: 7,209 shares 7,209 $293K <0.01% new Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,655 shares; 2026Q2: 9,758 shares 9,758 $293K <0.01% +103 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 552 shares 552 $292K <0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 3,081 shares; 2025Q1: 3,045 shares; 2025Q2: 3,005 shares; 2025Q3: 3,006 shares; 2025Q4: 2,286 shares; 2026Q1: 2,288 shares; 2026Q2: 2,289 shares 2,289 $292K <0.01% +1 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,337 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,713 shares 10,713 $292K <0.01% new 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: not reported; 2024Q4: 5,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,223 shares; 2025Q4: 5,937 shares; 2026Q1: 5,988 shares; 2026Q2: 6,104 shares 6,104 $291K <0.01% +116 Timeline EQT EQT CORP More: the full row for EQT 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: 5,444 shares 5,444 $289K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,225 shares; 2026Q2: 1,608 shares 1,608 $289K <0.01% +383 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,935 shares 3,935 $289K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares 785 $287K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 2,633 shares; 2025Q3: 3,506 shares; 2025Q4: 3,191 shares; 2026Q1: 3,083 shares; 2026Q2: 2,089 shares 2,089 $287K <0.01% -994 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,749 shares; 2026Q1: 3,907 shares; 2026Q2: 3,644 shares 3,644 $286K <0.01% -263 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,985 shares 8,985 $284K <0.01% new Timeline FXZ 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: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 6,273 shares; 2025Q3: 5,558 shares; 2025Q4: 5,236 shares; 2026Q1: 4,569 shares; 2026Q2: 3,531 shares 3,531 $281K <0.01% -1,038 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,725 shares 4,725 $279K <0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,523 shares; 2025Q1: 1,401 shares; 2025Q2: 1,296 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $279K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,443 shares; 2026Q1: 8,578 shares; 2026Q2: 10,456 shares 10,456 $279K <0.01% +1,878 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,212 shares; 2026Q2: 23,414 shares 23,414 $279K <0.01% +202 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 11,477 shares 11,477 $278K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,670 shares; 2025Q1: not reported; 2025Q2: 4,591 shares; 2025Q3: 4,650 shares; 2025Q4: 4,949 shares; 2026Q1: 4,590 shares; 2026Q2: 4,379 shares 4,379 $276K <0.01% -211 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,057 shares; 2024Q4: 15,042 shares; 2025Q1: 5,404 shares; 2025Q2: 5,056 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,486 shares; 2026Q2: 3,537 shares 3,537 $275K <0.01% +51 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,961 shares; 2025Q3: 8,914 shares; 2025Q4: 9,142 shares; 2026Q1: 6,547 shares; 2026Q2: 9,529 shares 9,529 $275K <0.01% +2,982 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,275 shares; 2025Q3: 1,059 shares; 2025Q4: 1,303 shares; 2026Q1: 1,611 shares; 2026Q2: 1,648 shares 1,648 $275K <0.01% +37 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,882 shares 2,882 $274K <0.01% new 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: not reported; 2024Q4: 7,274 shares; 2025Q1: 11,764 shares; 2025Q2: 4,255 shares; 2025Q3: 3,667 shares; 2025Q4: 6,757 shares; 2026Q1: 3,930 shares; 2026Q2: 3,505 shares 3,505 $273K <0.01% -425 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,472 shares 1,472 $273K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,363 shares; 2026Q1: 1,562 shares; 2026Q2: 1,700 shares 1,700 $272K <0.01% +138 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,180 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: 4,180 shares; 2026Q2: 4,180 shares 4,180 $270K <0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 637 shares 637 $270K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,835 shares; 2025Q2: 13,500 shares; 2025Q3: 13,922 shares; 2025Q4: 14,563 shares; 2026Q1: 15,040 shares; 2026Q2: 15,547 shares 15,547 $270K <0.01% +507 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares; 2026Q2: 314 shares 314 $269K <0.01% +52 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: 446 shares; 2025Q3: 470 shares; 2025Q4: 521 shares; 2026Q1: 524 shares; 2026Q2: 511 shares 511 $269K <0.01% -13 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 6,515 shares 6,515 $266K <0.01% new Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,185 shares; 2025Q3: 21,185 shares; 2025Q4: 21,185 shares; 2026Q1: 21,185 shares; 2026Q2: 21,185 shares 21,185 $265K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,864 shares 3,864 $264K <0.01% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,978 shares 6,978 $263K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,173 shares 14,173 $263K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 73,362 shares; 2025Q1: 51,234 shares; 2025Q2: 18,622 shares; 2025Q3: 14,907 shares; 2025Q4: 12,626 shares; 2026Q1: 8,488 shares; 2026Q2: 9,590 shares 9,590 $262K <0.01% +1,102 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,562 shares 2,562 $261K <0.01% new 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: 330 shares; 2024Q4: 344 shares; 2025Q1: 402 shares; 2025Q2: 418 shares; 2025Q3: 390 shares; 2025Q4: 15,718 shares; 2026Q1: 3,664 shares; 2026Q2: 2,622 shares 2,622 $260K <0.01% -1,042 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,533 shares; 2026Q1: not reported; 2026Q2: 2,985 shares 2,985 $260K <0.01% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,936 shares 4,936 $260K <0.01% new Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,895 shares 7,895 $259K <0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846 shares; 2024Q4: 4,089 shares; 2025Q1: 5,223 shares; 2025Q2: 4,377 shares; 2025Q3: 2,847 shares; 2025Q4: 2,121 shares; 2026Q1: 2,260 shares; 2026Q2: 2,406 shares 2,406 $257K <0.01% +146 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $257K <0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 1,894 shares; 2026Q2: 1,057 shares 1,057 $257K <0.01% -837 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 338 shares 338 $256K <0.01% +11 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,410 shares; 2025Q1: 1,400 shares; 2025Q2: 1,092 shares; 2025Q3: 1,236 shares; 2025Q4: 1,092 shares; 2026Q1: not reported; 2026Q2: 1,122 shares 1,122 $254K <0.01% new Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,638 shares; 2025Q3: 48,638 shares; 2025Q4: 48,638 shares; 2026Q1: 48,638 shares; 2026Q2: 10,838 shares 10,838 $254K <0.01% -37,800 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,495 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 5,556 shares; 2026Q1: 5,556 shares; 2026Q2: 5,556 shares 5,556 $254K <0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $254K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,006 shares 15,006 $252K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,756 shares; 2025Q1: 2,974 shares; 2025Q2: 3,525 shares; 2025Q3: 3,157 shares; 2025Q4: 4,517 shares; 2026Q1: 3,442 shares; 2026Q2: 5,874 shares 5,874 $251K <0.01% +2,432 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 1,420 shares 1,420 $251K <0.01% new Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 4,866 shares 4,866 $250K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC 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: 924 shares 924 $249K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,344 shares; 2025Q1: 1,348 shares; 2025Q2: 1,336 shares; 2025Q3: 1,035 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $249K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,630 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,608 shares; 2026Q2: 1,609 shares 1,609 $248K <0.01% +1 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 1,138 shares; 2025Q1: 1,377 shares; 2025Q2: 1,220 shares; 2025Q3: 992 shares; 2025Q4: 1,016 shares; 2026Q1: 778 shares; 2026Q2: 689 shares 689 $248K <0.01% -89 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,424 shares 2,424 $246K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,468 shares; 2025Q2: 2,401 shares; 2025Q3: 2,401 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares; 2026Q2: 4,833 shares 4,833 $246K <0.01% +31 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,943 shares 2,943 $245K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,802 shares 1,802 $245K <0.01% new Timeline PPL PPL CORP More: the full row for PPL 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: 6,418 shares; 2026Q2: 6,735 shares 6,735 $245K <0.01% +317 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,810 shares 4,810 $244K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 15,330 shares 15,330 $243K <0.01% new Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,161 shares; 2025Q3: 87,776 shares; 2025Q4: 73,878 shares; 2026Q1: 73,044 shares; 2026Q2: 6,833 shares 6,833 $243K <0.01% -66,211 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,164 shares; 2025Q3: 3,933 shares; 2025Q4: 4,080 shares; 2026Q1: 2,941 shares; 2026Q2: 2,923 shares 2,923 $240K <0.01% -18 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER 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: 4,589 shares 4,589 $239K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,084 shares 2,084 $239K <0.01% new Timeline USCB USCB FINANCIAL HOLDINGS INC More: the full row for USCB FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,687 shares 11,687 $239K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494 shares 494 $239K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 721 shares 721 $238K <0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 4,499 shares; 2026Q2: 4,246 shares 4,246 $238K <0.01% -253 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,334 shares; 2024Q4: 6,888 shares; 2025Q1: 7,983 shares; 2025Q2: 7,963 shares; 2025Q3: 7,963 shares; 2025Q4: 8,187 shares; 2026Q1: 8,338 shares; 2026Q2: 7,461 shares 7,461 $238K <0.01% -877 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,365 shares; 2024Q4: 38,943 shares; 2025Q1: 39,002 shares; 2025Q2: 40,191 shares; 2025Q3: 47,686 shares; 2025Q4: 43,095 shares; 2026Q1: 56,480 shares; 2026Q2: 51,354 shares 51,354 $237K <0.01% -5,126 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 685 shares 685 $237K <0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,324 shares 1,324 $237K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,016 shares; 2026Q1: 3,204 shares; 2026Q2: 2,662 shares 2,662 $236K <0.01% -542 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,489 shares 2,489 $236K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,094 shares 3,094 $235K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,416 shares; 2026Q1: not reported; 2026Q2: 3,049 shares 3,049 $235K <0.01% new Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,185 shares; 2026Q2: 25,775 shares 25,775 $235K <0.01% +590 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,068 shares 3,068 $234K <0.01% new Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,614 shares; 2025Q1: 21,521 shares; 2025Q2: 21,521 shares; 2025Q3: 18,851 shares; 2025Q4: 18,040 shares; 2026Q1: 18,040 shares; 2026Q2: 18,040 shares 18,040 $234K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $232K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,817 shares 2,817 $232K <0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $232K <0.01% new Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,572 shares; 2025Q3: 20,572 shares; 2025Q4: 20,572 shares; 2026Q1: 12,131 shares; 2026Q2: 12,131 shares 12,131 $230K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,814 shares; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $229K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,403 shares 1,403 $229K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,708 shares; 2025Q1: 1,571 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,462 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $229K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,817 shares 1,817 $229K <0.01% new 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: 18,953 shares; 2025Q1: 9,701 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,730 shares 9,730 $229K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,575 shares 2,575 $229K <0.01% new 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: 8,541 shares; 2024Q4: 8,432 shares; 2025Q1: 7,059 shares; 2025Q2: 7,112 shares; 2025Q3: 6,850 shares; 2025Q4: 6,126 shares; 2026Q1: 7,372 shares; 2026Q2: 5,877 shares 5,877 $228K <0.01% -1,495 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 17,605 shares 17,605 $228K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $227K <0.01% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 6,469 shares 6,469 $227K <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,994 shares; 2024Q4: 14,014 shares; 2025Q1: 14,545 shares; 2025Q2: 13,724 shares; 2025Q3: 13,765 shares; 2025Q4: 13,820 shares; 2026Q1: 14,436 shares; 2026Q2: 14,381 shares 14,381 $227K <0.01% -55 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,322 shares 4,322 $227K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 865 shares 865 $225K <0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,387 shares; 2025Q2: 10,891 shares; 2025Q3: 10,669 shares; 2025Q4: 11,289 shares; 2026Q1: 8,633 shares; 2026Q2: 9,131 shares 9,131 $225K <0.01% +498 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,629 shares 1,629 $225K <0.01% new Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,209 shares; 2024Q4: not reported; 2025Q1: 6,101 shares; 2025Q2: 4,249 shares; 2025Q3: 6,654 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,010 shares 3,010 $224K <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION 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: 8,750 shares 8,750 $224K <0.01% new Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,460 shares; 2025Q1: 7,542 shares; 2025Q2: 7,717 shares; 2025Q3: 2,385 shares; 2025Q4: 1,625 shares; 2026Q1: 883 shares; 2026Q2: 876 shares 876 $224K <0.01% -7 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares 902 $221K <0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,455 shares 5,455 $221K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 2,921 shares; 2025Q3: 3,008 shares; 2025Q4: 3,717 shares; 2026Q1: 3,258 shares; 2026Q2: 3,436 shares 3,436 $220K <0.01% +178 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,161 shares; 2025Q1: 5,091 shares; 2025Q2: 5,214 shares; 2025Q3: 5,011 shares; 2025Q4: 6,137 shares; 2026Q1: 6,654 shares; 2026Q2: 5,091 shares 5,091 $220K <0.01% -1,563 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 2,821 shares 2,821 $218K <0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,310 shares; 2026Q1: 11,426 shares; 2026Q2: 11,506 shares 11,506 $217K <0.01% +80 Timeline