SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,610,568 shares; 2024Q4: 26,239,480 shares; 2025Q1: 31,236,922 shares; 2025Q2: 32,970,303 shares; 2025Q3: 34,779,046 shares; 2025Q4: 35,831,024 shares; 2026Q1: 37,368,877 shares; 2026Q2: 38,698,661 shares 38,698,661 $1.14B 8.43% +1,329,784 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,302 shares; 2024Q4: 562,903 shares; 2025Q1: 653,396 shares; 2025Q2: 765,000 shares; 2025Q3: 2,216,889 shares; 2025Q4: 2,357,405 shares; 2026Q1: 9,946,833 shares; 2026Q2: 10,059,496 shares 10,059,496 $810M 6% +112,663 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039,890 shares; 2024Q4: 1,025,575 shares; 2025Q1: 1,046,694 shares; 2025Q2: 1,083,431 shares; 2025Q3: 10,887,168 shares; 2025Q4: 11,055,006 shares; 2026Q1: 10,948,174 shares; 2026Q2: 10,957,948 shares 10,957,948 $781M 5.78% +9,774 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584,817 shares; 2024Q4: 1,715,561 shares; 2025Q1: 1,786,452 shares; 2025Q2: 1,801,405 shares; 2025Q3: 3,229,930 shares; 2025Q4: 3,277,770 shares; 2026Q1: 3,371,516 shares; 2026Q2: 3,442,447 shares 3,442,447 $750M 5.55% +70,931 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758,597 shares; 2024Q4: 784,422 shares; 2025Q1: 809,487 shares; 2025Q2: 869,661 shares; 2025Q3: 1,372,695 shares; 2025Q4: 1,370,951 shares; 2026Q1: 8,485,080 shares; 2026Q2: 8,638,955 shares 8,638,955 $744M 5.51% +153,875 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039,824 shares; 2024Q4: 1,038,570 shares; 2025Q1: 1,098,406 shares; 2025Q2: 1,282,119 shares; 2025Q3: 1,304,328 shares; 2025Q4: 1,314,815 shares; 2026Q1: 1,369,690 shares; 2026Q2: 1,429,481 shares 1,429,481 $492M 3.64% +59,791 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,350,147 shares; 2024Q4: 5,713,007 shares; 2025Q1: 5,742,827 shares; 2025Q2: 5,497,255 shares; 2025Q3: 5,515,662 shares; 2025Q4: 5,666,498 shares; 2026Q1: 5,559,794 shares; 2026Q2: 5,808,597 shares 5,808,597 $481M 3.56% +248,803 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,913 shares; 2024Q4: 474,839 shares; 2025Q1: 495,663 shares; 2025Q2: 527,554 shares; 2025Q3: 537,962 shares; 2025Q4: 540,665 shares; 2026Q1: 550,875 shares; 2026Q2: 580,170 shares 580,170 $434M 3.22% +29,295 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,184,166 shares; 2024Q4: 7,481,182 shares; 2025Q1: 8,865,258 shares; 2025Q2: 9,465,593 shares; 2025Q3: 10,021,294 shares; 2025Q4: 10,669,428 shares; 2026Q1: 11,267,842 shares; 2026Q2: 11,767,147 shares 11,767,147 $434M 3.21% +499,305 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870,840 shares; 2024Q4: 2,019,042 shares; 2025Q1: 2,024,959 shares; 2025Q2: 2,139,118 shares; 2025Q3: 2,349,867 shares; 2025Q4: 2,525,201 shares; 2026Q1: 2,684,302 shares; 2026Q2: 2,910,642 shares 2,910,642 $281M 2.08% +226,340 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: 428,996 shares; 2024Q4: 463,399 shares; 2025Q1: 497,435 shares; 2025Q2: 597,195 shares; 2025Q3: 621,300 shares; 2025Q4: 672,555 shares; 2026Q1: 717,522 shares; 2026Q2: 756,813 shares 756,813 $232M 1.72% +39,291 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859,051 shares; 2024Q4: 4,801,342 shares; 2025Q1: 5,301,276 shares; 2025Q2: 5,757,249 shares; 2025Q3: 5,867,969 shares; 2025Q4: 5,729,958 shares; 2026Q1: 6,434,196 shares; 2026Q2: 6,662,859 shares 6,662,859 $225M 1.67% +228,663 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764,078 shares; 2024Q4: 786,783 shares; 2025Q1: 823,904 shares; 2025Q2: 873,129 shares; 2025Q3: 886,534 shares; 2025Q4: 1,022,955 shares; 2026Q1: 1,090,118 shares; 2026Q2: 1,135,535 shares 1,135,535 $224M 1.66% +45,417 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432,653 shares; 2024Q4: 1,466,229 shares; 2025Q1: 1,437,266 shares; 2025Q2: 1,461,545 shares; 2025Q3: 1,478,979 shares; 2025Q4: 1,470,990 shares; 2026Q1: 1,468,209 shares; 2026Q2: 1,482,004 shares 1,482,004 $220M 1.63% +13,795 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630,978 shares; 2024Q4: 640,275 shares; 2025Q1: 626,839 shares; 2025Q2: 718,068 shares; 2025Q3: 760,672 shares; 2025Q4: 701,224 shares; 2026Q1: 709,322 shares; 2026Q2: 744,798 shares 744,798 $216M 1.6% +35,476 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: 469,044 shares; 2024Q4: 485,602 shares; 2025Q1: 490,383 shares; 2025Q2: 502,158 shares; 2025Q3: 506,199 shares; 2025Q4: 506,845 shares; 2026Q1: 536,196 shares; 2026Q2: 538,400 shares 538,400 $197M 1.46% +2,204 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,146 shares; 2024Q4: 353,235 shares; 2025Q1: 484,613 shares; 2025Q2: 503,853 shares; 2025Q3: 573,064 shares; 2025Q4: 527,290 shares; 2026Q1: 529,490 shares; 2026Q2: 528,434 shares 528,434 $196M 1.45% -1,056 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311,151 shares; 2024Q4: 3,427,107 shares; 2025Q1: 3,837,471 shares; 2025Q2: 4,544,933 shares; 2025Q3: 4,734,490 shares; 2025Q4: 4,721,385 shares; 2026Q1: 5,065,538 shares; 2026Q2: 5,291,984 shares 5,291,984 $184M 1.36% +226,446 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: 3,203,535 shares; 2024Q4: 3,785,981 shares; 2025Q1: 3,274,439 shares; 2025Q2: 3,274,605 shares; 2025Q3: 3,250,918 shares; 2025Q4: 3,237,596 shares; 2026Q1: 2,778,927 shares; 2026Q2: 2,337,589 shares 2,337,589 $179M 1.32% -441,338 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219,810 shares; 2024Q4: 1,184,607 shares; 2025Q1: 1,249,362 shares; 2025Q2: 1,263,378 shares; 2025Q3: 1,293,428 shares; 2025Q4: 1,269,877 shares; 2026Q1: 1,285,735 shares; 2026Q2: 1,288,834 shares 1,288,834 $177M 1.31% +3,099 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,885 shares; 2024Q4: 542,600 shares; 2025Q1: 616,976 shares; 2025Q2: 737,034 shares; 2025Q3: 1,012,373 shares; 2025Q4: 1,554,738 shares; 2026Q1: 1,746,817 shares; 2026Q2: 1,924,690 shares 1,924,690 $176M 1.31% +177,873 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,935 shares; 2024Q4: 505,282 shares; 2025Q1: 466,312 shares; 2025Q2: 477,756 shares; 2025Q3: 495,332 shares; 2025Q4: 506,835 shares; 2026Q1: 509,817 shares; 2026Q2: 506,003 shares 506,003 $153M 1.14% -3,814 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,675 shares; 2024Q4: 150,336 shares; 2025Q1: 151,729 shares; 2025Q2: 159,852 shares; 2025Q3: 171,487 shares; 2025Q4: 175,049 shares; 2026Q1: 182,562 shares; 2026Q2: 182,296 shares 182,296 $136M 1.01% -266 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,415 shares; 2024Q4: 259,446 shares; 2025Q1: 265,996 shares; 2025Q2: 270,073 shares; 2025Q3: 262,935 shares; 2025Q4: 255,913 shares; 2026Q1: 1,096,064 shares; 2026Q2: 1,095,395 shares 1,095,395 $136M 1.01% -669 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079,536 shares; 2024Q4: 1,099,386 shares; 2025Q1: 1,122,054 shares; 2025Q2: 1,643,920 shares; 2025Q3: 1,707,385 shares; 2025Q4: 1,722,738 shares; 2026Q1: 1,725,321 shares; 2026Q2: 1,758,601 shares 1,758,601 $136M 1% +33,280 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689,888 shares; 2024Q4: 3,851,680 shares; 2025Q1: 4,175,358 shares; 2025Q2: 4,410,971 shares; 2025Q3: 4,404,339 shares; 2025Q4: 4,563,437 shares; 2026Q1: 4,579,118 shares; 2026Q2: 4,686,426 shares 4,686,426 $130M 0.96% +107,308 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,796 shares; 2024Q4: 387,247 shares; 2025Q1: 391,713 shares; 2025Q2: 437,040 shares; 2025Q3: 449,384 shares; 2025Q4: 468,700 shares; 2026Q1: 495,314 shares; 2026Q2: 509,083 shares 509,083 $124M 0.92% +13,769 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 272,275 shares; 2025Q1: 268,894 shares; 2025Q2: 266,621 shares; 2025Q3: 314,403 shares; 2025Q4: 297,355 shares; 2026Q1: 282,997 shares; 2026Q2: 269,381 shares 269,381 $117M 0.86% -13,616 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,815 shares; 2024Q4: 315,448 shares; 2025Q1: 324,419 shares; 2025Q2: 330,078 shares; 2025Q3: 330,241 shares; 2025Q4: 329,410 shares; 2026Q1: 354,938 shares; 2026Q2: 353,038 shares 353,038 $85.6M 0.63% -1,900 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,719 shares; 2024Q4: 325,880 shares; 2025Q1: 351,642 shares; 2025Q2: 358,694 shares; 2025Q3: 369,806 shares; 2025Q4: 363,813 shares; 2026Q1: 370,632 shares; 2026Q2: 367,341 shares 367,341 $83.4M 0.62% -3,291 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,069 shares; 2024Q4: 147,805 shares; 2025Q1: 150,229 shares; 2025Q2: 150,080 shares; 2025Q3: 152,118 shares; 2025Q4: 151,710 shares; 2026Q1: 159,027 shares; 2026Q2: 166,284 shares 166,284 $83.2M 0.62% +7,257 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417,477 shares; 2024Q4: 1,435,140 shares; 2025Q1: 1,507,532 shares; 2025Q2: 1,909,449 shares; 2025Q3: 1,958,128 shares; 2025Q4: 1,955,282 shares; 2026Q1: 2,025,667 shares; 2026Q2: 2,090,236 shares 2,090,236 $75.5M 0.56% +64,569 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,121 shares; 2024Q4: 162,589 shares; 2025Q1: 166,813 shares; 2025Q2: 181,794 shares; 2025Q3: 188,938 shares; 2025Q4: 190,523 shares; 2026Q1: 192,108 shares; 2026Q2: 199,334 shares 199,334 $74.4M 0.55% +7,226 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531,996 shares; 2024Q4: 576,226 shares; 2025Q1: 721,392 shares; 2025Q2: 716,214 shares; 2025Q3: 729,446 shares; 2025Q4: 729,541 shares; 2026Q1: 775,668 shares; 2026Q2: 840,553 shares 840,553 $71.9M 0.53% +64,885 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,344 shares; 2024Q4: 306,230 shares; 2025Q1: 228,513 shares; 2025Q2: 231,039 shares; 2025Q3: 232,113 shares; 2025Q4: 229,293 shares; 2026Q1: 237,086 shares; 2026Q2: 238,291 shares 238,291 $71.6M 0.53% +1,205 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,380 shares; 2024Q4: 275,403 shares; 2025Q1: 252,482 shares; 2025Q2: 299,654 shares; 2025Q3: 335,134 shares; 2025Q4: 332,946 shares; 2026Q1: 322,200 shares; 2026Q2: 357,676 shares 357,676 $71.6M 0.53% +35,476 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512,733 shares; 2024Q4: 886,372 shares; 2025Q1: 894,687 shares; 2025Q2: 936,480 shares; 2025Q3: 976,736 shares; 2025Q4: 998,145 shares; 2026Q1: 1,030,968 shares; 2026Q2: 1,067,113 shares 1,067,113 $71.1M 0.53% +36,145 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: 1,527,541 shares; 2024Q4: 1,581,682 shares; 2025Q1: 1,692,636 shares; 2025Q2: 1,768,550 shares; 2025Q3: 1,843,037 shares; 2025Q4: 1,893,189 shares; 2026Q1: 1,914,788 shares; 2026Q2: 1,941,101 shares 1,941,101 $70.4M 0.52% +26,313 Timeline AMID 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: 1,027,016 shares; 2024Q4: 1,236,643 shares; 2025Q1: 1,396,130 shares; 2025Q2: 1,627,459 shares; 2025Q3: 1,759,639 shares; 2025Q4: 1,809,956 shares; 2026Q1: 1,804,278 shares; 2026Q2: 1,756,927 shares 1,756,927 $64M 0.47% -47,351 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851,876 shares; 2024Q4: 845,635 shares; 2025Q1: 675,036 shares; 2025Q2: 681,756 shares; 2025Q3: 747,377 shares; 2025Q4: 746,676 shares; 2026Q1: 735,263 shares; 2026Q2: 736,879 shares 736,879 $61.7M 0.46% +1,616 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,714 shares; 2024Q4: 106,560 shares; 2025Q1: 105,483 shares; 2025Q2: 101,541 shares; 2025Q3: 105,599 shares; 2025Q4: 102,702 shares; 2026Q1: 104,631 shares; 2026Q2: 160,933 shares 160,933 $56.9M 0.42% +56,302 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,401 shares; 2024Q4: 136,508 shares; 2025Q1: 137,135 shares; 2025Q2: 148,720 shares; 2025Q3: 153,528 shares; 2025Q4: 147,659 shares; 2026Q1: 150,121 shares; 2026Q2: 155,855 shares 155,855 $55.7M 0.41% +5,734 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,004 shares; 2024Q4: 144,681 shares; 2025Q1: 166,110 shares; 2025Q2: 379,673 shares; 2025Q3: 447,770 shares; 2025Q4: 478,795 shares; 2026Q1: 440,596 shares; 2026Q2: 432,150 shares 432,150 $53.8M 0.4% -8,446 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912,815 shares; 2024Q4: 865,783 shares; 2025Q1: 859,285 shares; 2025Q2: 748,688 shares; 2025Q3: 769,820 shares; 2025Q4: 803,244 shares; 2026Q1: 826,843 shares; 2026Q2: 852,893 shares 852,893 $50.9M 0.38% +26,050 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,758 shares; 2024Q4: 320,031 shares; 2025Q1: 340,284 shares; 2025Q2: 264,309 shares; 2025Q3: 301,139 shares; 2025Q4: 327,388 shares; 2026Q1: 332,863 shares; 2026Q2: 314,360 shares 314,360 $49.7M 0.37% -18,503 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,414 shares; 2024Q4: 181,709 shares; 2025Q1: 174,207 shares; 2025Q2: 183,490 shares; 2025Q3: 180,515 shares; 2025Q4: 181,075 shares; 2026Q1: 187,553 shares; 2026Q2: 202,658 shares 202,658 $48.3M 0.36% +15,105 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,384 shares; 2024Q4: 91,177 shares; 2025Q1: 90,773 shares; 2025Q2: 158,217 shares; 2025Q3: 163,329 shares; 2025Q4: 190,079 shares; 2026Q1: 258,983 shares; 2026Q2: 338,693 shares 338,693 $46.6M 0.34% +79,710 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899,255 shares; 2025Q4: 909,360 shares; 2026Q1: 897,061 shares; 2026Q2: 900,201 shares 900,201 $46.5M 0.34% +3,140 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,888 shares; 2024Q4: 474,857 shares; 2025Q1: 462,086 shares; 2025Q2: 446,208 shares; 2025Q3: 441,915 shares; 2025Q4: 436,406 shares; 2026Q1: 452,995 shares; 2026Q2: 470,354 shares 470,354 $45.4M 0.34% +17,359 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: 473,588 shares; 2024Q4: 460,339 shares; 2025Q1: 473,295 shares; 2025Q2: 470,679 shares; 2025Q3: 468,555 shares; 2025Q4: 446,904 shares; 2026Q1: 469,189 shares; 2026Q2: 530,040 shares 530,040 $43.6M 0.32% +60,851 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 44,283 shares; 2025Q4: 127,267 shares; 2026Q1: 420,927 shares; 2026Q2: 1,033,871 shares 1,033,871 $43M 0.32% +612,944 Timeline ABIG 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: 581,188 shares; 2025Q3: 775,489 shares; 2025Q4: 957,663 shares; 2026Q1: 1,106,816 shares; 2026Q2: 1,203,653 shares 1,203,653 $41.6M 0.31% +96,837 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,578 shares; 2024Q4: 33,427 shares; 2025Q1: 34,348 shares; 2025Q2: 36,565 shares; 2025Q3: 38,128 shares; 2025Q4: 50,082 shares; 2026Q1: 55,406 shares; 2026Q2: 56,095 shares 56,095 $41.3M 0.31% +689 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: 194,963 shares; 2024Q4: 194,250 shares; 2025Q1: 195,597 shares; 2025Q2: 220,049 shares; 2025Q3: 227,479 shares; 2025Q4: 227,365 shares; 2026Q1: 232,555 shares; 2026Q2: 229,363 shares 229,363 $41M 0.3% -3,192 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,117 shares; 2024Q4: 330,990 shares; 2025Q1: 326,411 shares; 2025Q2: 278,925 shares; 2025Q3: 272,977 shares; 2025Q4: 284,161 shares; 2026Q1: 280,481 shares; 2026Q2: 261,650 shares 261,650 $39.8M 0.29% -18,831 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,945 shares; 2024Q4: 324,216 shares; 2025Q1: 333,093 shares; 2025Q2: 336,039 shares; 2025Q3: 374,771 shares; 2025Q4: 375,515 shares; 2026Q1: 366,270 shares; 2026Q2: 367,450 shares 367,450 $38.2M 0.28% +1,180 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,595 shares; 2024Q4: 44,644 shares; 2025Q1: 49,598 shares; 2025Q2: 128,829 shares; 2025Q3: 149,625 shares; 2025Q4: 172,656 shares; 2026Q1: 215,514 shares; 2026Q2: 258,164 shares 258,164 $37.8M 0.28% +42,650 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,529 shares; 2024Q4: 199,645 shares; 2025Q1: 205,915 shares; 2025Q2: 236,698 shares; 2025Q3: 237,990 shares; 2025Q4: 243,599 shares; 2026Q1: 256,552 shares; 2026Q2: 255,257 shares 255,257 $37.4M 0.28% -1,295 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,802 shares; 2024Q4: 471,354 shares; 2025Q1: 473,907 shares; 2025Q2: 466,838 shares; 2025Q3: 449,157 shares; 2025Q4: 428,624 shares; 2026Q1: 422,644 shares; 2026Q2: 422,561 shares 422,561 $37.1M 0.27% -83 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 49 shares; 2025Q2: 51 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 48 shares 48 $35.9M 0.27% -1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,957 shares; 2024Q4: 61,206 shares; 2025Q1: 72,613 shares; 2025Q2: 77,307 shares; 2025Q3: 77,350 shares; 2025Q4: 77,364 shares; 2026Q1: 76,990 shares; 2026Q2: 76,200 shares 76,200 $31.2M 0.23% -790 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,073 shares; 2024Q4: 87,114 shares; 2025Q1: 84,637 shares; 2025Q2: 80,669 shares; 2025Q3: 84,443 shares; 2025Q4: 82,685 shares; 2026Q1: 79,892 shares; 2026Q2: 77,728 shares 77,728 $30.6M 0.23% -2,164 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: 161,262 shares; 2024Q4: 164,955 shares; 2025Q1: 169,866 shares; 2025Q2: 180,420 shares; 2025Q3: 179,375 shares; 2025Q4: 178,244 shares; 2026Q1: 177,514 shares; 2026Q2: 172,757 shares 172,757 $28.4M 0.21% -4,757 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,323 shares; 2024Q4: 5,214 shares; 2025Q1: 5,221 shares; 2025Q2: 60,790 shares; 2025Q3: 70,683 shares; 2025Q4: 102,646 shares; 2026Q1: 158,553 shares; 2026Q2: 216,259 shares 216,259 $28.2M 0.21% +57,706 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,769 shares; 2025Q4: 298,056 shares; 2026Q1: 490,072 shares; 2026Q2: 543,289 shares 543,289 $26.9M 0.2% +53,217 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100,916 shares; 2024Q4: 1,118,663 shares; 2025Q1: 1,117,273 shares; 2025Q2: 1,159,031 shares; 2025Q3: 1,069,896 shares; 2025Q4: 1,059,654 shares; 2026Q1: 1,064,539 shares; 2026Q2: 1,109,653 shares 1,109,653 $26.3M 0.19% +45,114 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,728 shares; 2024Q4: 19,255 shares; 2025Q1: 22,404 shares; 2025Q2: 26,046 shares; 2025Q3: 196,094 shares; 2025Q4: 191,404 shares; 2026Q1: 206,273 shares; 2026Q2: 218,674 shares 218,674 $26M 0.19% +12,401 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290,894 shares; 2024Q4: 1,311,045 shares; 2025Q1: 1,293,548 shares; 2025Q2: 1,364,002 shares; 2025Q3: 1,362,325 shares; 2025Q4: 1,343,639 shares; 2026Q1: 1,350,371 shares; 2026Q2: 1,352,643 shares 1,352,643 $25.9M 0.19% +2,272 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,900 shares; 2024Q4: 62,350 shares; 2025Q1: 63,578 shares; 2025Q2: 73,131 shares; 2025Q3: 74,018 shares; 2025Q4: 74,317 shares; 2026Q1: 74,785 shares; 2026Q2: 76,436 shares 76,436 $25M 0.19% +1,651 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: 151,905 shares; 2024Q4: 155,057 shares; 2025Q1: 157,860 shares; 2025Q2: 160,175 shares; 2025Q3: 157,542 shares; 2025Q4: 155,301 shares; 2026Q1: 155,026 shares; 2026Q2: 157,056 shares 157,056 $24.6M 0.18% +2,030 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624,304 shares; 2025Q4: 629,761 shares; 2026Q1: 627,078 shares; 2026Q2: 606,993 shares 606,993 $24.4M 0.18% -20,085 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: 149,990 shares; 2024Q4: 137,695 shares; 2025Q1: 148,696 shares; 2025Q2: 159,133 shares; 2025Q3: 166,427 shares; 2025Q4: 165,267 shares; 2026Q1: 174,677 shares; 2026Q2: 175,321 shares 175,321 $24M 0.18% +644 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,109 shares; 2024Q4: 444,265 shares; 2025Q1: 465,162 shares; 2025Q2: 464,941 shares; 2025Q3: 674,487 shares; 2025Q4: 838,743 shares; 2026Q1: 865,437 shares; 2026Q2: 744,672 shares 744,672 $23.6M 0.17% -120,765 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: 26,901 shares; 2024Q4: 27,809 shares; 2025Q1: 27,485 shares; 2025Q2: 28,881 shares; 2025Q3: 29,837 shares; 2025Q4: 30,233 shares; 2026Q1: 31,167 shares; 2026Q2: 120,316 shares 120,316 $22.9M 0.17% +89,149 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,322 shares; 2024Q4: 45,473 shares; 2025Q1: 45,406 shares; 2025Q2: 47,176 shares; 2025Q3: 48,773 shares; 2025Q4: 50,269 shares; 2026Q1: 53,059 shares; 2026Q2: 58,952 shares 58,952 $22.3M 0.16% +5,893 Timeline DFIC 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: 562,437 shares; 2025Q4: 579,045 shares; 2026Q1: 574,022 shares; 2026Q2: 587,097 shares 587,097 $21.9M 0.16% +13,075 Timeline SPAB 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: 467,685 shares; 2024Q4: 445,532 shares; 2025Q1: 423,065 shares; 2025Q2: 420,478 shares; 2025Q3: 821,788 shares; 2025Q4: 825,178 shares; 2026Q1: 850,160 shares; 2026Q2: 828,897 shares 828,897 $21.2M 0.16% -21,263 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,724 shares; 2024Q4: 24,128 shares; 2025Q1: 24,762 shares; 2025Q2: 26,924 shares; 2025Q3: 26,365 shares; 2025Q4: 29,425 shares; 2026Q1: 30,197 shares; 2026Q2: 37,221 shares 37,221 $21M 0.16% +7,024 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,734 shares; 2024Q4: 158,494 shares; 2025Q1: 155,467 shares; 2025Q2: 168,453 shares; 2025Q3: 174,832 shares; 2025Q4: 166,782 shares; 2026Q1: 147,586 shares; 2026Q2: 148,944 shares 148,944 $20.4M 0.15% +1,358 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: 22,689 shares; 2024Q4: 43,521 shares; 2025Q1: 44,065 shares; 2025Q2: 44,173 shares; 2025Q3: 352,884 shares; 2025Q4: 357,314 shares; 2026Q1: 364,874 shares; 2026Q2: 360,198 shares 360,198 $19.5M 0.14% -4,676 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,344 shares; 2024Q4: 528,685 shares; 2025Q1: 552,221 shares; 2025Q2: 589,597 shares; 2025Q3: 703,175 shares; 2025Q4: 781,082 shares; 2026Q1: 797,771 shares; 2026Q2: 840,712 shares 840,712 $19.4M 0.14% +42,941 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,857 shares; 2024Q4: 12,453 shares; 2025Q1: 11,622 shares; 2025Q2: 12,460 shares; 2025Q3: 14,493 shares; 2025Q4: 14,867 shares; 2026Q1: 14,676 shares; 2026Q2: 15,437 shares 15,437 $18.5M 0.14% +761 Timeline ALIL 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: 296,397 shares; 2025Q3: 373,133 shares; 2025Q4: 469,940 shares; 2026Q1: 566,064 shares; 2026Q2: 545,871 shares 545,871 $18.2M 0.13% -20,193 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,835 shares; 2024Q4: 27,052 shares; 2025Q1: 30,830 shares; 2025Q2: 62,697 shares; 2025Q3: 40,633 shares; 2025Q4: 38,234 shares; 2026Q1: 38,735 shares; 2026Q2: 42,752 shares 42,752 $18M 0.13% +4,017 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,713 shares; 2024Q4: 56,994 shares; 2025Q1: 62,368 shares; 2025Q2: 62,543 shares; 2025Q3: 60,724 shares; 2025Q4: 67,000 shares; 2026Q1: 70,824 shares; 2026Q2: 74,612 shares 74,612 $17.7M 0.13% +3,788 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: 137,801 shares; 2024Q4: 138,684 shares; 2025Q1: 132,509 shares; 2025Q2: 129,865 shares; 2025Q3: 359,396 shares; 2025Q4: 378,452 shares; 2026Q1: 411,286 shares; 2026Q2: 397,467 shares 397,467 $17.6M 0.13% -13,819 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,091 shares; 2024Q4: 68,723 shares; 2025Q1: 64,178 shares; 2025Q2: 65,525 shares; 2025Q3: 67,782 shares; 2025Q4: 66,667 shares; 2026Q1: 68,043 shares; 2026Q2: 69,174 shares 69,174 $17.6M 0.13% +1,131 Timeline DFGP 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: 225,878 shares; 2025Q4: 248,717 shares; 2026Q1: 298,326 shares; 2026Q2: 322,380 shares 322,380 $17.6M 0.13% +24,054 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: 82,818 shares; 2024Q4: 118,945 shares; 2025Q1: 120,395 shares; 2025Q2: 149,549 shares; 2025Q3: 145,224 shares; 2025Q4: 146,163 shares; 2026Q1: 148,466 shares; 2026Q2: 153,160 shares 153,160 $17.3M 0.13% +4,694 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,863 shares; 2024Q4: 122,604 shares; 2025Q1: 141,774 shares; 2025Q2: 154,178 shares; 2025Q3: 157,797 shares; 2025Q4: 144,351 shares; 2026Q1: 142,875 shares; 2026Q2: 143,081 shares 143,081 $16.2M 0.12% +206 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,843 shares; 2024Q4: 223,661 shares; 2025Q1: 226,476 shares; 2025Q2: 229,988 shares; 2025Q3: 238,477 shares; 2025Q4: 236,643 shares; 2026Q1: 235,205 shares; 2026Q2: 235,310 shares 235,310 $16.1M 0.12% +105 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,403 shares; 2024Q4: 112,658 shares; 2025Q1: 117,805 shares; 2025Q2: 118,326 shares; 2025Q3: 125,171 shares; 2025Q4: 145,479 shares; 2026Q1: 153,917 shares; 2026Q2: 161,572 shares 161,572 $16M 0.12% +7,655 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: 114,704 shares; 2024Q4: 114,879 shares; 2025Q1: 116,036 shares; 2025Q2: 124,435 shares; 2025Q3: 126,373 shares; 2025Q4: 129,698 shares; 2026Q1: 132,237 shares; 2026Q2: 133,319 shares 133,319 $15.7M 0.12% +1,082 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,073 shares; 2024Q4: 94,493 shares; 2025Q1: 94,641 shares; 2025Q2: 99,828 shares; 2025Q3: 100,540 shares; 2025Q4: 104,605 shares; 2026Q1: 102,200 shares; 2026Q2: 105,579 shares 105,579 $15.6M 0.12% +3,379 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: 1,712 shares; 2024Q4: 1,963 shares; 2025Q1: 13,779 shares; 2025Q2: 13,876 shares; 2025Q3: 13,826 shares; 2025Q4: 14,083 shares; 2026Q1: 13,688 shares; 2026Q2: 13,733 shares 13,733 $15.6M 0.12% +45 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,020 shares; 2024Q4: 94,171 shares; 2025Q1: 92,331 shares; 2025Q2: 81,140 shares; 2025Q3: 74,380 shares; 2025Q4: 72,317 shares; 2026Q1: 71,528 shares; 2026Q2: 70,287 shares 70,287 $15.5M 0.12% -1,241 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,953 shares; 2024Q4: 157,368 shares; 2025Q1: 153,015 shares; 2025Q2: 186,388 shares; 2025Q3: 177,559 shares; 2025Q4: 198,345 shares; 2026Q1: 213,989 shares; 2026Q2: 200,228 shares 200,228 $15.3M 0.11% -13,761 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497,852 shares 497,852 $14.6M 0.11% new 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: 121,331 shares; 2024Q4: 133,472 shares; 2025Q1: 133,714 shares; 2025Q2: 137,654 shares; 2025Q3: 139,210 shares; 2025Q4: 144,353 shares; 2026Q1: 146,728 shares; 2026Q2: 101,606 shares 101,606 $14.5M 0.11% -45,122 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,877 shares; 2024Q4: 37,549 shares; 2025Q1: 37,488 shares; 2025Q2: 37,185 shares; 2025Q3: 39,176 shares; 2025Q4: 39,528 shares; 2026Q1: 40,850 shares; 2026Q2: 42,112 shares 42,112 $14.4M 0.11% +1,262 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,215 shares; 2024Q4: 11,113 shares; 2025Q1: 11,364 shares; 2025Q2: 172,768 shares; 2025Q3: 171,950 shares; 2025Q4: 158,877 shares; 2026Q1: 157,712 shares; 2026Q2: 156,131 shares 156,131 $14.4M 0.11% -1,581 Timeline SPMD 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: 191,907 shares; 2024Q4: 192,161 shares; 2025Q1: 207,836 shares; 2025Q2: 206,025 shares; 2025Q3: 208,771 shares; 2025Q4: 209,344 shares; 2026Q1: 204,578 shares; 2026Q2: 209,980 shares 209,980 $14.2M 0.1% +5,402 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,569 shares; 2024Q4: 10,360 shares; 2025Q1: 8,474 shares; 2025Q2: 7,835 shares; 2025Q3: 8,094 shares; 2025Q4: 9,300 shares; 2026Q1: 10,040 shares; 2026Q2: 41,354 shares 41,354 $14.1M 0.1% +31,314 Timeline DUHP 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: 321,178 shares; 2025Q4: 327,514 shares; 2026Q1: 333,173 shares; 2026Q2: 334,430 shares 334,430 $14M 0.1% +1,257 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,339 shares; 2024Q4: 13,020 shares; 2025Q1: 12,370 shares; 2025Q2: 13,037 shares; 2025Q3: 13,431 shares; 2025Q4: 13,850 shares; 2026Q1: 108,498 shares; 2026Q2: 114,850 shares 114,850 $13.7M 0.1% +6,352 Timeline CLOI 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: 219,342 shares; 2025Q4: 229,940 shares; 2026Q1: 251,767 shares; 2026Q2: 259,161 shares 259,161 $13.7M 0.1% +7,394 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,286 shares; 2024Q4: 78,460 shares; 2025Q1: 76,800 shares; 2025Q2: 76,881 shares; 2025Q3: 76,954 shares; 2025Q4: 77,237 shares; 2026Q1: 77,096 shares; 2026Q2: 77,168 shares 77,168 $13.1M 0.1% +72 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP 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: 333,000 shares 333,000 $12.9M 0.1% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,780 shares; 2024Q4: 84,750 shares; 2025Q1: 81,838 shares; 2025Q2: 95,965 shares; 2025Q3: 110,341 shares; 2025Q4: 108,487 shares; 2026Q1: 95,117 shares; 2026Q2: 87,475 shares 87,475 $12.8M 0.09% -7,642 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: 135,046 shares; 2024Q4: 140,088 shares; 2025Q1: 131,218 shares; 2025Q2: 131,240 shares; 2025Q3: 131,461 shares; 2025Q4: 136,802 shares; 2026Q1: 249,224 shares; 2026Q2: 219,551 shares 219,551 $12.7M 0.09% -29,673 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,463 shares; 2024Q4: 52,464 shares; 2025Q1: 52,306 shares; 2025Q2: 52,575 shares; 2025Q3: 52,553 shares; 2025Q4: 52,755 shares; 2026Q1: 52,542 shares; 2026Q2: 52,169 shares 52,169 $12.6M 0.09% -373 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,987 shares; 2024Q4: 87,490 shares; 2025Q1: 87,499 shares; 2025Q2: 87,896 shares; 2025Q3: 89,558 shares; 2025Q4: 104,656 shares; 2026Q1: 104,112 shares; 2026Q2: 80,417 shares 80,417 $12.6M 0.09% -23,695 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,526 shares; 2024Q4: 119,254 shares; 2025Q1: 124,150 shares; 2025Q2: 126,873 shares; 2025Q3: 132,523 shares; 2025Q4: 109,452 shares; 2026Q1: 111,885 shares; 2026Q2: 110,909 shares 110,909 $12.2M 0.09% -976 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,244 shares; 2024Q4: 11,071 shares; 2025Q1: 10,943 shares; 2025Q2: 11,099 shares; 2025Q3: 11,835 shares; 2025Q4: 10,954 shares; 2026Q1: 11,636 shares; 2026Q2: 11,439 shares 11,439 $12.2M 0.09% -197 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 12,315 shares; 2025Q1: 12,720 shares; 2025Q2: 13,198 shares; 2025Q3: 13,008 shares; 2025Q4: 12,849 shares; 2026Q1: 12,840 shares; 2026Q2: 13,018 shares 13,018 $12.2M 0.09% +178 Timeline QLTI GMO ETF TRUST More: the full row for GMO 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: 45,891 shares; 2026Q1: 142,262 shares; 2026Q2: 412,710 shares 412,710 $11.2M 0.08% +270,448 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,698 shares; 2024Q4: 366,222 shares; 2025Q1: 360,151 shares; 2025Q2: 392,406 shares; 2025Q3: 410,095 shares; 2025Q4: 387,321 shares; 2026Q1: 389,313 shares; 2026Q2: 379,866 shares 379,866 $11M 0.08% -9,447 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,982 shares; 2024Q4: 207,289 shares; 2025Q1: 238,119 shares; 2025Q2: 256,322 shares; 2025Q3: 272,402 shares; 2025Q4: 336,947 shares; 2026Q1: 369,629 shares; 2026Q2: 329,053 shares 329,053 $11M 0.08% -40,576 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,497 shares; 2024Q4: 46,121 shares; 2025Q1: 42,650 shares; 2025Q2: 43,410 shares; 2025Q3: 42,657 shares; 2025Q4: 42,526 shares; 2026Q1: 41,156 shares; 2026Q2: 43,329 shares 43,329 $10.9M 0.08% +2,173 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,741 shares; 2024Q4: 7,820 shares; 2025Q1: 7,284 shares; 2025Q2: 8,142 shares; 2025Q3: 8,497 shares; 2025Q4: 9,449 shares; 2026Q1: 9,981 shares; 2026Q2: 18,254 shares 18,254 $10.6M 0.08% +8,273 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,189 shares; 2024Q4: 22,459 shares; 2025Q1: 20,131 shares; 2025Q2: 21,268 shares; 2025Q3: 22,154 shares; 2025Q4: 21,320 shares; 2026Q1: 22,350 shares; 2026Q2: 24,404 shares 24,404 $10.1M 0.08% +2,054 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,116 shares; 2026Q1: 5,334 shares; 2026Q2: 52,020 shares 52,020 $9.97M 0.07% +46,686 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,305 shares; 2024Q4: 8,794 shares; 2025Q1: 8,730 shares; 2025Q2: 8,945 shares; 2025Q3: 9,113 shares; 2025Q4: 9,514 shares; 2026Q1: 21,272 shares; 2026Q2: 23,002 shares 23,002 $9.8M 0.07% +1,730 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,886 shares; 2024Q4: 5,551 shares; 2025Q1: 4,720 shares; 2025Q2: 6,437 shares; 2025Q3: 5,692 shares; 2025Q4: 6,068 shares; 2026Q1: 4,817 shares; 2026Q2: 7,791 shares 7,791 $9.15M 0.07% +2,974 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,424 shares; 2024Q4: 11,427 shares; 2025Q1: 11,430 shares; 2025Q2: 11,493 shares; 2025Q3: 12,963 shares; 2025Q4: 14,125 shares; 2026Q1: 17,673 shares; 2026Q2: 17,401 shares 17,401 $9.09M 0.07% -272 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,889 shares; 2024Q4: 24,353 shares; 2025Q1: 33,764 shares; 2025Q2: 34,506 shares; 2025Q3: 34,677 shares; 2025Q4: 34,371 shares; 2026Q1: 33,536 shares; 2026Q2: 33,163 shares 33,163 $9.07M 0.07% -373 Timeline DFAR 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: 74,277 shares; 2026Q2: 332,365 shares 332,365 $8.69M 0.06% +258,088 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,069 shares; 2024Q4: 82,420 shares; 2025Q1: 81,941 shares; 2025Q2: 81,855 shares; 2025Q3: 81,512 shares; 2025Q4: 79,246 shares; 2026Q1: 78,481 shares; 2026Q2: 78,403 shares 78,403 $8.43M 0.06% -78 Timeline DFSV 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: 184,093 shares; 2025Q4: 194,562 shares; 2026Q1: 203,381 shares; 2026Q2: 214,544 shares 214,544 $8.32M 0.06% +11,163 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,424 shares; 2025Q2: 60,424 shares; 2025Q3: 60,424 shares; 2025Q4: 60,424 shares; 2026Q1: 73,552 shares; 2026Q2: 126,978 shares 126,978 $8.25M 0.06% +53,426 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,849 shares; 2024Q4: 154,249 shares; 2025Q1: 167,563 shares; 2025Q2: 179,694 shares; 2025Q3: 178,710 shares; 2025Q4: 174,726 shares; 2026Q1: 166,124 shares; 2026Q2: 170,280 shares 170,280 $8.19M 0.06% +4,156 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,858 shares; 2024Q4: 21,556 shares; 2025Q1: 25,580 shares; 2025Q2: 28,969 shares; 2025Q3: 28,180 shares; 2025Q4: 27,871 shares; 2026Q1: 27,950 shares; 2026Q2: 28,040 shares 28,040 $7.89M 0.06% +90 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,609 shares; 2024Q4: 62,645 shares; 2025Q1: 61,089 shares; 2025Q2: 58,820 shares; 2025Q3: 60,584 shares; 2025Q4: 55,005 shares; 2026Q1: 63,052 shares; 2026Q2: 61,354 shares 61,354 $7.88M 0.06% -1,698 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,819 shares; 2024Q4: 33,237 shares; 2025Q1: 32,974 shares; 2025Q2: 28,312 shares; 2025Q3: 33,717 shares; 2025Q4: 32,991 shares; 2026Q1: 34,583 shares; 2026Q2: 35,876 shares 35,876 $7.77M 0.06% +1,293 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: 25,784 shares; 2025Q1: 25,284 shares; 2025Q2: 25,284 shares; 2025Q3: 25,035 shares; 2025Q4: 22,541 shares; 2026Q1: 22,041 shares; 2026Q2: 22,041 shares 22,041 $7.72M 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,561 shares; 2024Q4: 38,733 shares; 2025Q1: 38,470 shares; 2025Q2: 45,112 shares; 2025Q3: 50,208 shares; 2025Q4: 48,728 shares; 2026Q1: 46,886 shares; 2026Q2: 45,876 shares 45,876 $7.6M 0.06% -1,010 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,522 shares; 2024Q4: 112,476 shares; 2025Q1: 102,011 shares; 2025Q2: 110,131 shares; 2025Q3: 106,050 shares; 2025Q4: 107,186 shares; 2026Q1: 111,176 shares; 2026Q2: 110,832 shares 110,832 $7.5M 0.06% -344 Timeline BOND 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: 62,317 shares; 2024Q4: 67,669 shares; 2025Q1: 77,218 shares; 2025Q2: 76,308 shares; 2025Q3: 78,905 shares; 2025Q4: 77,710 shares; 2026Q1: 81,707 shares; 2026Q2: 80,913 shares 80,913 $7.46M 0.06% -794 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,901 shares; 2025Q4: 94,581 shares; 2026Q1: 99,470 shares; 2026Q2: 78,503 shares 78,503 $7.42M 0.05% -20,967 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,997 shares; 2024Q4: 19,890 shares; 2025Q1: 17,980 shares; 2025Q2: 20,151 shares; 2025Q3: 22,050 shares; 2025Q4: 21,745 shares; 2026Q1: 22,043 shares; 2026Q2: 20,744 shares 20,744 $7.32M 0.05% -1,299 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,940 shares; 2024Q4: 98,130 shares; 2025Q1: 85,530 shares; 2025Q2: 110,291 shares; 2025Q3: 111,202 shares; 2025Q4: 111,867 shares; 2026Q1: 92,311 shares; 2026Q2: 89,076 shares 89,076 $7.24M 0.05% -3,235 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,006 shares; 2024Q4: 9,861 shares; 2025Q1: 10,611 shares; 2025Q2: 12,029 shares; 2025Q3: 11,996 shares; 2025Q4: 12,488 shares; 2026Q1: 12,382 shares; 2026Q2: 14,000 shares 14,000 $7.19M 0.05% +1,618 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,129 shares; 2024Q4: 54,174 shares; 2025Q1: 52,556 shares; 2025Q2: 54,265 shares; 2025Q3: 53,626 shares; 2025Q4: 57,404 shares; 2026Q1: 56,464 shares; 2026Q2: 60,973 shares 60,973 $7.16M 0.05% +4,509 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,069 shares; 2024Q4: 13,193 shares; 2025Q1: 13,269 shares; 2025Q2: 13,120 shares; 2025Q3: 14,637 shares; 2025Q4: 16,183 shares; 2026Q1: 81,110 shares; 2026Q2: 79,740 shares 79,740 $7.01M 0.05% -1,370 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,831 shares; 2024Q4: 46,065 shares; 2025Q1: 43,996 shares; 2025Q2: 43,513 shares; 2025Q3: 46,798 shares; 2025Q4: 45,653 shares; 2026Q1: 44,535 shares; 2026Q2: 44,103 shares 44,103 $7M 0.05% -432 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,537 shares; 2024Q4: 123,537 shares; 2025Q1: 177,902 shares; 2025Q2: 207,644 shares; 2025Q3: 256,854 shares; 2025Q4: 267,621 shares; 2026Q1: 282,621 shares; 2026Q2: 282,623 shares 282,623 $6.92M 0.05% +2 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,420 shares; 2024Q4: 57,096 shares; 2025Q1: 65,009 shares; 2025Q2: 66,375 shares; 2025Q3: 65,373 shares; 2025Q4: 66,051 shares; 2026Q1: 71,144 shares; 2026Q2: 66,989 shares 66,989 $6.89M 0.05% -4,155 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,619 shares; 2024Q4: 25,911 shares; 2025Q1: 25,785 shares; 2025Q2: 26,609 shares; 2025Q3: 26,807 shares; 2025Q4: 26,766 shares; 2026Q1: 26,079 shares; 2026Q2: 25,477 shares 25,477 $6.89M 0.05% -602 Timeline VCLT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,160 shares; 2025Q4: 95,391 shares; 2026Q1: 100,309 shares; 2026Q2: 90,813 shares 90,813 $6.83M 0.05% -9,496 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,155 shares; 2024Q4: 29,079 shares; 2025Q1: 30,054 shares; 2025Q2: 30,087 shares; 2025Q3: 41,662 shares; 2025Q4: 40,162 shares; 2026Q1: 41,092 shares; 2026Q2: 45,665 shares 45,665 $6.69M 0.05% +4,573 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: 29,194 shares; 2024Q4: 29,226 shares; 2025Q1: 29,235 shares; 2025Q2: 44,213 shares; 2025Q3: 43,577 shares; 2025Q4: 45,470 shares; 2026Q1: 50,054 shares; 2026Q2: 51,448 shares 51,448 $6.58M 0.05% +1,394 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,570 shares; 2024Q4: 90,772 shares; 2025Q1: 92,535 shares; 2025Q2: 100,785 shares; 2025Q3: 98,279 shares; 2025Q4: 95,617 shares; 2026Q1: 104,240 shares; 2026Q2: 99,578 shares 99,578 $6.56M 0.05% -4,662 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,506 shares; 2024Q4: 6,885 shares; 2025Q1: 7,109 shares; 2025Q2: 7,261 shares; 2025Q3: 7,628 shares; 2025Q4: 7,623 shares; 2026Q1: 7,508 shares; 2026Q2: 8,984 shares 8,984 $6.5M 0.05% +1,476 Timeline DFEV 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: 157,314 shares; 2025Q4: 162,332 shares; 2026Q1: 158,354 shares; 2026Q2: 152,178 shares 152,178 $6.49M 0.05% -6,176 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: 2,568 shares; 2024Q4: 2,790 shares; 2025Q1: 2,789 shares; 2025Q2: 3,514 shares; 2025Q3: 3,588 shares; 2025Q4: 3,765 shares; 2026Q1: 3,247 shares; 2026Q2: 33,888 shares 33,888 $6.47M 0.05% +30,641 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: 11,293 shares; 2024Q4: 15,099 shares; 2025Q1: 15,746 shares; 2025Q2: 15,906 shares; 2025Q3: 16,608 shares; 2025Q4: 17,411 shares; 2026Q1: 17,432 shares; 2026Q2: 17,637 shares 17,637 $6.45M 0.05% +205 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: 173,630 shares; 2024Q4: 180,250 shares; 2025Q1: 186,413 shares; 2025Q2: 196,437 shares; 2025Q3: 197,968 shares; 2025Q4: 181,116 shares; 2026Q1: 181,811 shares; 2026Q2: 171,614 shares 171,614 $6.31M 0.05% -10,197 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,740 shares; 2024Q4: 24,219 shares; 2025Q1: 21,659 shares; 2025Q2: 22,318 shares; 2025Q3: 22,283 shares; 2025Q4: 21,841 shares; 2026Q1: 21,920 shares; 2026Q2: 22,827 shares 22,827 $6.21M 0.05% +907 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: 125,806 shares; 2026Q1: 125,166 shares; 2026Q2: 116,419 shares 116,419 $6.19M 0.05% -8,747 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,634 shares; 2024Q4: 9,234 shares; 2025Q1: 9,441 shares; 2025Q2: 11,110 shares; 2025Q3: 10,934 shares; 2025Q4: 23,330 shares; 2026Q1: 24,106 shares; 2026Q2: 32,463 shares 32,463 $6.18M 0.05% +8,357 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,882 shares; 2024Q4: 180,525 shares; 2025Q1: 180,872 shares; 2025Q2: 39,103 shares; 2025Q3: 43,982 shares; 2025Q4: 46,882 shares; 2026Q1: 41,155 shares; 2026Q2: 40,081 shares 40,081 $6.15M 0.05% -1,074 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,694 shares; 2024Q4: 8,478 shares; 2025Q1: 8,421 shares; 2025Q2: 7,940 shares; 2025Q3: 8,923 shares; 2025Q4: 12,145 shares; 2026Q1: 13,325 shares; 2026Q2: 16,608 shares 16,608 $6.12M 0.05% +3,283 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,506 shares; 2025Q4: 30,324 shares; 2026Q1: 30,561 shares; 2026Q2: 27,850 shares 27,850 $6.1M 0.05% -2,711 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,267 shares; 2024Q4: 62,647 shares; 2025Q1: 62,267 shares; 2025Q2: 64,024 shares; 2025Q3: 67,728 shares; 2025Q4: 78,534 shares; 2026Q1: 106,620 shares; 2026Q2: 114,661 shares 114,661 $6.05M 0.04% +8,041 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,614 shares; 2024Q4: 17,687 shares; 2025Q1: 16,117 shares; 2025Q2: 29,831 shares; 2025Q3: 29,800 shares; 2025Q4: 27,935 shares; 2026Q1: 25,811 shares; 2026Q2: 24,523 shares 24,523 $6.04M 0.04% -1,288 Timeline TMLP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263,912 shares; 2026Q1: 225,004 shares; 2026Q2: 217,700 shares 217,700 $6.02M 0.04% -7,304 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,403 shares; 2024Q4: 44,979 shares; 2025Q1: 46,109 shares; 2025Q2: 50,021 shares; 2025Q3: 49,322 shares; 2025Q4: 46,335 shares; 2026Q1: 49,423 shares; 2026Q2: 51,443 shares 51,443 $6M 0.04% +2,020 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,891 shares; 2024Q4: 23,048 shares; 2025Q1: 23,547 shares; 2025Q2: 23,980 shares; 2025Q3: 23,461 shares; 2025Q4: 23,529 shares; 2026Q1: 25,245 shares; 2026Q2: 32,307 shares 32,307 $5.97M 0.04% +7,062 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,614 shares 110,614 $5.83M 0.04% new Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,161 shares; 2025Q4: 64,597 shares; 2026Q1: 63,822 shares; 2026Q2: 60,694 shares 60,694 $5.83M 0.04% -3,128 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: 65,862 shares; 2024Q4: 68,928 shares; 2025Q1: 68,568 shares; 2025Q2: 67,518 shares; 2025Q3: 69,560 shares; 2025Q4: 73,810 shares; 2026Q1: 70,976 shares; 2026Q2: 74,382 shares 74,382 $5.8M 0.04% +3,406 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,942 shares; 2024Q4: 12,006 shares; 2025Q1: 13,502 shares; 2025Q2: 11,659 shares; 2025Q3: 86,016 shares; 2025Q4: 84,887 shares; 2026Q1: 93,653 shares; 2026Q2: 93,021 shares 93,021 $5.79M 0.04% -632 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,830 shares; 2024Q4: 206,491 shares; 2025Q1: 209,925 shares; 2025Q2: 227,085 shares; 2025Q3: 222,531 shares; 2025Q4: 216,089 shares; 2026Q1: 215,244 shares; 2026Q2: 101,111 shares 101,111 $5.76M 0.04% -114,133 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: 89,233 shares; 2024Q4: 88,187 shares; 2025Q1: 88,194 shares; 2025Q2: 88,194 shares; 2025Q3: 131,875 shares; 2025Q4: 132,192 shares; 2026Q1: 131,853 shares; 2026Q2: 132,041 shares 132,041 $5.62M 0.04% +188 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 3,992 shares; 2025Q1: not reported; 2025Q2: 2,616 shares; 2025Q3: 4,255 shares; 2025Q4: 4,043 shares; 2026Q1: 4,232 shares; 2026Q2: 4,754 shares 4,754 $5.49M 0.04% +522 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,467 shares 55,467 $5.47M 0.04% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,883 shares; 2024Q4: 23,920 shares; 2025Q1: 25,242 shares; 2025Q2: 24,017 shares; 2025Q3: 27,612 shares; 2025Q4: 32,457 shares; 2026Q1: 32,457 shares; 2026Q2: 33,237 shares 33,237 $5.46M 0.04% +780 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,589 shares; 2024Q4: 5,576 shares; 2025Q1: 5,496 shares; 2025Q2: 5,560 shares; 2025Q3: 5,074 shares; 2025Q4: 55,824 shares; 2026Q1: 53,112 shares; 2026Q2: 76,362 shares 76,362 $5.45M 0.04% +23,250 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,586 shares; 2024Q4: 17,039 shares; 2025Q1: 13,527 shares; 2025Q2: 19,162 shares; 2025Q3: 20,427 shares; 2025Q4: 19,422 shares; 2026Q1: 14,712 shares; 2026Q2: 14,554 shares 14,554 $5.44M 0.04% -158 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,059 shares; 2024Q4: 45,493 shares; 2025Q1: 36,451 shares; 2025Q2: 37,862 shares; 2025Q3: 35,322 shares; 2025Q4: 35,214 shares; 2026Q1: 34,869 shares; 2026Q2: 38,941 shares 38,941 $5.44M 0.04% +4,072 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,042 shares; 2025Q4: 123,846 shares; 2026Q1: 127,927 shares; 2026Q2: 101,426 shares 101,426 $5.43M 0.04% -26,501 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: 60,236 shares; 2024Q4: 50,246 shares; 2025Q1: 65,246 shares; 2025Q2: 80,770 shares; 2025Q3: 105,175 shares; 2025Q4: 117,455 shares; 2026Q1: 117,041 shares; 2026Q2: 117,972 shares 117,972 $5.39M 0.04% +931 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,147 shares; 2024Q4: 50,210 shares; 2025Q1: 48,604 shares; 2025Q2: 49,622 shares; 2025Q3: 49,378 shares; 2025Q4: 47,963 shares; 2026Q1: 40,797 shares; 2026Q2: 39,220 shares 39,220 $5.31M 0.04% -1,577 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,093 shares; 2024Q4: 11,828 shares; 2025Q1: 11,703 shares; 2025Q2: 11,420 shares; 2025Q3: 13,667 shares; 2025Q4: 15,216 shares; 2026Q1: 14,602 shares; 2026Q2: 14,486 shares 14,486 $5.25M 0.04% -116 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,147 shares; 2024Q4: 14,773 shares; 2025Q1: 10,712 shares; 2025Q2: 11,503 shares; 2025Q3: 13,370 shares; 2025Q4: 22,337 shares; 2026Q1: 29,413 shares; 2026Q2: 28,685 shares 28,685 $5.19M 0.04% -728 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,794 shares; 2024Q4: 4,778 shares; 2025Q1: 4,775 shares; 2025Q2: 4,964 shares; 2025Q3: 5,501 shares; 2025Q4: 6,716 shares; 2026Q1: 7,917 shares; 2026Q2: 7,373 shares 7,373 $5.19M 0.04% -544 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,880 shares; 2024Q4: 31,239 shares; 2025Q1: 30,341 shares; 2025Q2: 31,606 shares; 2025Q3: 43,804 shares; 2025Q4: 43,342 shares; 2026Q1: 43,261 shares; 2026Q2: 42,739 shares 42,739 $5.09M 0.04% -522 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,300 shares; 2024Q4: 26,201 shares; 2025Q1: 26,117 shares; 2025Q2: 28,119 shares; 2025Q3: 28,477 shares; 2025Q4: 28,178 shares; 2026Q1: 28,576 shares; 2026Q2: 28,788 shares 28,788 $5.08M 0.04% +212 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,164 shares; 2024Q4: 65,253 shares; 2025Q1: 65,919 shares; 2025Q2: 66,127 shares; 2025Q3: 67,078 shares; 2025Q4: 68,066 shares; 2026Q1: 67,773 shares; 2026Q2: 68,159 shares 68,159 $5.07M 0.04% +386 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,658 shares; 2024Q4: 190,028 shares; 2025Q1: 192,011 shares; 2025Q2: 183,068 shares; 2025Q3: 175,648 shares; 2025Q4: 91,361 shares; 2026Q1: 80,514 shares; 2026Q2: 77,959 shares 77,959 $5M 0.04% -2,555 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: 85,885 shares; 2024Q4: 85,385 shares; 2025Q1: 87,515 shares; 2025Q2: 87,525 shares; 2025Q3: 85,947 shares; 2025Q4: 84,339 shares; 2026Q1: 89,352 shares; 2026Q2: 89,084 shares 89,084 $4.9M 0.04% -268 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,161 shares; 2024Q4: 89,274 shares; 2025Q1: 88,922 shares; 2025Q2: 80,391 shares; 2025Q3: 92,797 shares; 2025Q4: 79,725 shares; 2026Q1: 77,449 shares; 2026Q2: 80,933 shares 80,933 $4.89M 0.04% +3,484 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: 8,865 shares; 2024Q4: 17,959 shares; 2025Q1: 17,782 shares; 2025Q2: 18,177 shares; 2025Q3: 18,341 shares; 2025Q4: 18,103 shares; 2026Q1: 18,026 shares; 2026Q2: 18,009 shares 18,009 $4.87M 0.04% -17 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: 23,883 shares; 2024Q4: 23,462 shares; 2025Q1: 23,404 shares; 2025Q2: 41,467 shares; 2025Q3: 23,327 shares; 2025Q4: 17,958 shares; 2026Q1: 17,975 shares; 2026Q2: 17,957 shares 17,957 $4.81M 0.04% -18 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,776 shares; 2025Q4: 97,540 shares; 2026Q1: 101,774 shares; 2026Q2: 94,998 shares 94,998 $4.81M 0.04% -6,776 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,568 shares; 2024Q4: 106,346 shares; 2025Q1: 107,956 shares; 2025Q2: 113,709 shares; 2025Q3: 118,929 shares; 2025Q4: 115,065 shares; 2026Q1: 109,756 shares; 2026Q2: 113,507 shares 113,507 $4.81M 0.04% +3,751 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: not reported; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,578 shares; 2026Q1: 18,832 shares; 2026Q2: 19,717 shares 19,717 $4.78M 0.04% +885 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,203 shares; 2024Q4: 5,060 shares; 2025Q1: 6,754 shares; 2025Q2: 9,785 shares; 2025Q3: 7,418 shares; 2025Q4: 8,304 shares; 2026Q1: 8,810 shares; 2026Q2: 9,738 shares 9,738 $4.65M 0.03% +928 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,909 shares; 2024Q4: 3,454 shares; 2025Q1: 3,624 shares; 2025Q2: 4,470 shares; 2025Q3: 4,826 shares; 2025Q4: 4,617 shares; 2026Q1: 4,534 shares; 2026Q2: 4,443 shares 4,443 $4.49M 0.03% -91 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,423 shares; 2024Q4: 15,616 shares; 2025Q1: 51,627 shares; 2025Q2: 42,738 shares; 2025Q3: 48,092 shares; 2025Q4: 50,946 shares; 2026Q1: 65,402 shares; 2026Q2: 81,571 shares 81,571 $4.46M 0.03% +16,169 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,134 shares; 2025Q1: 1,100 shares; 2025Q2: 1,335 shares; 2025Q3: 2,069 shares; 2025Q4: 2,055 shares; 2026Q1: 2,048 shares; 2026Q2: 16,605 shares 16,605 $4.41M 0.03% +14,557 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; 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: 48,108 shares 48,108 $4.39M 0.03% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,763 shares; 2024Q4: 23,249 shares; 2025Q1: 22,785 shares; 2025Q2: 19,867 shares; 2025Q3: 21,872 shares; 2025Q4: 22,173 shares; 2026Q1: 19,780 shares; 2026Q2: 20,405 shares 20,405 $4.34M 0.03% +625 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,963 shares; 2025Q4: 59,900 shares; 2026Q1: 49,571 shares; 2026Q2: 57,005 shares 57,005 $4.3M 0.03% +7,434 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: 19,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,801 shares; 2025Q4: 187,299 shares; 2026Q1: 195,804 shares; 2026Q2: 180,536 shares 180,536 $4.25M 0.03% -15,268 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,967 shares; 2024Q4: 8,910 shares; 2025Q1: 8,797 shares; 2025Q2: 28,217 shares; 2025Q3: 9,318 shares; 2025Q4: 9,395 shares; 2026Q1: 9,294 shares; 2026Q2: 8,360 shares 8,360 $4.19M 0.03% -934 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,281 shares; 2024Q4: 11,474 shares; 2025Q1: 11,473 shares; 2025Q2: 12,113 shares; 2025Q3: 12,127 shares; 2025Q4: 11,875 shares; 2026Q1: 12,014 shares; 2026Q2: 12,003 shares 12,003 $4.09M 0.03% -11 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,532 shares; 2024Q4: 43,452 shares; 2025Q1: 45,546 shares; 2025Q2: 48,321 shares; 2025Q3: 49,375 shares; 2025Q4: 45,659 shares; 2026Q1: 45,692 shares; 2026Q2: 45,013 shares 45,013 $4.08M 0.03% -679 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,165 shares; 2024Q4: 22,302 shares; 2025Q1: 19,309 shares; 2025Q2: 24,030 shares; 2025Q3: 25,491 shares; 2025Q4: 25,655 shares; 2026Q1: 20,590 shares; 2026Q2: 21,245 shares 21,245 $4.03M 0.03% +655 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 1,020 shares; 2025Q1: 1,137 shares; 2025Q2: 1,175 shares; 2025Q3: 1,367 shares; 2025Q4: 1,315 shares; 2026Q1: 1,297 shares; 2026Q2: 2,011 shares 2,011 $4M 0.03% +714 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: 46,940 shares; 2024Q4: 46,866 shares; 2025Q1: 46,654 shares; 2025Q2: 46,827 shares; 2025Q3: 46,972 shares; 2025Q4: 45,488 shares; 2026Q1: 45,565 shares; 2026Q2: 45,710 shares 45,710 $3.95M 0.03% +145 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,688 shares; 2024Q4: 10,876 shares; 2025Q1: 11,880 shares; 2025Q2: 14,112 shares; 2025Q3: 12,410 shares; 2025Q4: 13,035 shares; 2026Q1: 13,235 shares; 2026Q2: 13,136 shares 13,136 $3.91M 0.03% -99 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: 35,279 shares; 2024Q4: 51,304 shares; 2025Q1: 51,304 shares; 2025Q2: 51,305 shares; 2025Q3: 54,858 shares; 2025Q4: 54,446 shares; 2026Q1: 55,017 shares; 2026Q2: 55,017 shares 55,017 $3.85M 0.03% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,209 shares; 2024Q4: 24,355 shares; 2025Q1: 26,428 shares; 2025Q2: 13,710 shares; 2025Q3: 33,751 shares; 2025Q4: 32,133 shares; 2026Q1: 32,492 shares; 2026Q2: 42,809 shares 42,809 $3.77M 0.03% +10,317 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,563 shares; 2024Q4: 6,719 shares; 2025Q1: 7,321 shares; 2025Q2: 8,775 shares; 2025Q3: 8,998 shares; 2025Q4: 9,615 shares; 2026Q1: 10,160 shares; 2026Q2: 10,297 shares 10,297 $3.76M 0.03% +137 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,552 shares; 2024Q4: 76,552 shares; 2025Q1: 77,289 shares; 2025Q2: 76,985 shares; 2025Q3: 76,611 shares; 2025Q4: 66,588 shares; 2026Q1: 66,583 shares; 2026Q2: 66,583 shares 66,583 $3.75M 0.03% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,870 shares; 2024Q4: 47,522 shares; 2025Q1: 29,010 shares; 2025Q2: 29,343 shares; 2025Q3: 50,417 shares; 2025Q4: 50,146 shares; 2026Q1: 47,778 shares; 2026Q2: 39,284 shares 39,284 $3.75M 0.03% -8,494 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 1,041 shares; 2025Q1: 1,045 shares; 2025Q2: 1,051 shares; 2025Q3: 1,210 shares; 2025Q4: 1,205 shares; 2026Q1: 1,247 shares; 2026Q2: 12,380 shares 12,380 $3.74M 0.03% +11,133 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,132 shares; 2024Q4: 42,810 shares; 2025Q1: 44,148 shares; 2025Q2: 43,390 shares; 2025Q3: 41,534 shares; 2025Q4: 41,119 shares; 2026Q1: 40,703 shares; 2026Q2: 42,948 shares 42,948 $3.73M 0.03% +2,245 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,657 shares; 2024Q4: 231,512 shares; 2025Q1: 227,607 shares; 2025Q2: 220,363 shares; 2025Q3: 206,544 shares; 2025Q4: 192,366 shares; 2026Q1: 164,612 shares; 2026Q2: 154,501 shares 154,501 $3.72M 0.03% -10,111 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,430 shares; 2024Q4: 21,120 shares; 2025Q1: 20,287 shares; 2025Q2: 23,658 shares; 2025Q3: 23,658 shares; 2025Q4: 23,102 shares; 2026Q1: 23,296 shares; 2026Q2: 23,547 shares 23,547 $3.7M 0.03% +251 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,982 shares; 2024Q4: 45,112 shares; 2025Q1: 34,465 shares; 2025Q2: 35,518 shares; 2025Q3: 51,089 shares; 2025Q4: 47,836 shares; 2026Q1: 44,889 shares; 2026Q2: 41,739 shares 41,739 $3.66M 0.03% -3,150 Timeline PRF 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: 65,532 shares; 2024Q4: 66,450 shares; 2025Q1: 59,596 shares; 2025Q2: 60,442 shares; 2025Q3: 60,929 shares; 2025Q4: 65,845 shares; 2026Q1: 66,190 shares; 2026Q2: 66,376 shares 66,376 $3.59M 0.03% +186 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,568 shares; 2024Q4: 89,117 shares; 2025Q1: 81,372 shares; 2025Q2: 84,099 shares; 2025Q3: 76,184 shares; 2025Q4: 72,642 shares; 2026Q1: 68,682 shares; 2026Q2: 68,417 shares 68,417 $3.54M 0.03% -265 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,394 shares; 2025Q1: 3,811 shares; 2025Q2: 4,167 shares; 2025Q3: 4,163 shares; 2025Q4: 4,294 shares; 2026Q1: 4,366 shares; 2026Q2: 5,321 shares 5,321 $3.49M 0.03% +955 Timeline MNRO MONRO INC More: the full row for MONRO 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: 203,861 shares 203,861 $3.49M 0.03% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,196 shares; 2024Q4: 97,908 shares; 2025Q1: 29,571 shares; 2025Q2: 29,544 shares; 2025Q3: 28,849 shares; 2025Q4: 29,270 shares; 2026Q1: 28,695 shares; 2026Q2: 28,682 shares 28,682 $3.48M 0.03% -13 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: 9,027 shares; 2024Q4: 9,144 shares; 2025Q1: 8,805 shares; 2025Q2: 21,571 shares; 2025Q3: 22,538 shares; 2025Q4: 22,064 shares; 2026Q1: 21,247 shares; 2026Q2: 20,817 shares 20,817 $3.47M 0.03% -430 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,465 shares; 2024Q4: 27,296 shares; 2025Q1: 27,001 shares; 2025Q2: 29,623 shares; 2025Q3: 30,711 shares; 2025Q4: 36,296 shares; 2026Q1: 43,901 shares; 2026Q2: 48,221 shares 48,221 $3.47M 0.03% +4,320 Timeline VONV 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: 15,799 shares; 2024Q4: 15,832 shares; 2025Q1: 15,862 shares; 2025Q2: 39,584 shares; 2025Q3: 39,662 shares; 2025Q4: 40,016 shares; 2026Q1: 31,805 shares; 2026Q2: 32,624 shares 32,624 $3.47M 0.03% +819 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: 21,446 shares; 2024Q4: 20,298 shares; 2025Q1: 21,097 shares; 2025Q2: 21,691 shares; 2025Q3: 48,525 shares; 2025Q4: 55,287 shares; 2026Q1: 50,064 shares; 2026Q2: 45,012 shares 45,012 $3.45M 0.03% -5,052 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,779 shares; 2024Q4: 5,793 shares; 2025Q1: 5,779 shares; 2025Q2: 5,836 shares; 2025Q3: 7,066 shares; 2025Q4: 6,868 shares; 2026Q1: 42,631 shares; 2026Q2: 41,317 shares 41,317 $3.41M 0.03% -1,314 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,568 shares; 2024Q4: 8,486 shares; 2025Q1: 9,955 shares; 2025Q2: 10,149 shares; 2025Q3: 10,184 shares; 2025Q4: 9,129 shares; 2026Q1: 9,057 shares; 2026Q2: 9,971 shares 9,971 $3.37M 0.02% +914 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,009 shares; 2026Q1: not reported; 2026Q2: 13,217 shares 13,217 $3.36M 0.02% new 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: 28,515 shares; 2024Q4: 28,115 shares; 2025Q1: 39,036 shares; 2025Q2: 39,106 shares; 2025Q3: 39,044 shares; 2025Q4: 40,864 shares; 2026Q1: 40,872 shares; 2026Q2: 40,882 shares 40,882 $3.35M 0.02% +10 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,413 shares; 2024Q4: 34,704 shares; 2025Q1: 32,900 shares; 2025Q2: 35,277 shares; 2025Q3: 31,833 shares; 2025Q4: 32,322 shares; 2026Q1: 30,960 shares; 2026Q2: 30,194 shares 30,194 $3.29M 0.02% -766 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,845 shares; 2024Q4: 34,761 shares; 2025Q1: 35,249 shares; 2025Q2: 34,548 shares; 2025Q3: 34,547 shares; 2025Q4: 42,232 shares; 2026Q1: 41,221 shares; 2026Q2: 39,872 shares 39,872 $3.28M 0.02% -1,349 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,406 shares; 2024Q4: 11,690 shares; 2025Q1: 29,237 shares; 2025Q2: 2,753 shares; 2025Q3: 15,122 shares; 2025Q4: 13,259 shares; 2026Q1: 11,632 shares; 2026Q2: 10,969 shares 10,969 $3.27M 0.02% -663 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,713 shares; 2024Q4: 29,424 shares; 2025Q1: 29,874 shares; 2025Q2: 45,498 shares; 2025Q3: 46,436 shares; 2025Q4: 46,625 shares; 2026Q1: 41,989 shares; 2026Q2: 39,379 shares 39,379 $3.25M 0.02% -2,610 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,865 shares; 2024Q4: 19,262 shares; 2025Q1: 19,699 shares; 2025Q2: 10,664 shares; 2025Q3: 20,094 shares; 2025Q4: 19,710 shares; 2026Q1: 19,784 shares; 2026Q2: 21,271 shares 21,271 $3.22M 0.02% +1,487 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,773 shares; 2024Q4: 15,393 shares; 2025Q1: 19,540 shares; 2025Q2: 19,411 shares; 2025Q3: 19,428 shares; 2025Q4: 19,377 shares; 2026Q1: 19,872 shares; 2026Q2: 19,623 shares 19,623 $3.21M 0.02% -249 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: 1,674 shares; 2024Q4: 2,088 shares; 2025Q1: 1,859 shares; 2025Q2: 2,226 shares; 2025Q3: 2,315 shares; 2025Q4: 11,624 shares; 2026Q1: 12,348 shares; 2026Q2: 32,293 shares 32,293 $3.21M 0.02% +19,945 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,545 shares; 2024Q4: 62,545 shares; 2025Q1: 62,545 shares; 2025Q2: 63,271 shares; 2025Q3: 63,271 shares; 2025Q4: 63,271 shares; 2026Q1: 63,271 shares; 2026Q2: 66,368 shares 66,368 $3.19M 0.02% +3,097 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 291,087 shares 291,087 $3.18M 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 4,039 shares; 2025Q3: 3,381 shares; 2025Q4: 3,363 shares; 2026Q1: 4,148 shares; 2026Q2: 3,290 shares 3,290 $3.17M 0.02% -858 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,106 shares; 2024Q4: 8,171 shares; 2025Q1: 10,331 shares; 2025Q2: 12,640 shares; 2025Q3: 12,607 shares; 2025Q4: 11,608 shares; 2026Q1: 12,703 shares; 2026Q2: 12,299 shares 12,299 $3.14M 0.02% -404 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: 25,518 shares; 2024Q4: 25,919 shares; 2025Q1: 23,241 shares; 2025Q2: 22,485 shares; 2025Q3: 29,006 shares; 2025Q4: 32,568 shares; 2026Q1: 38,622 shares; 2026Q2: 41,018 shares 41,018 $3.11M 0.02% +2,396 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,203 shares; 2026Q1: 28,775 shares; 2026Q2: 30,700 shares 30,700 $3.09M 0.02% +1,925 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,677 shares; 2024Q4: 5,829 shares; 2025Q1: 5,498 shares; 2025Q2: 5,674 shares; 2025Q3: 5,841 shares; 2025Q4: 6,052 shares; 2026Q1: 5,967 shares; 2026Q2: 6,063 shares 6,063 $3.09M 0.02% +96 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,413 shares; 2024Q4: 5,482 shares; 2025Q1: 4,130 shares; 2025Q2: 5,645 shares; 2025Q3: 25,040 shares; 2025Q4: 23,816 shares; 2026Q1: 23,426 shares; 2026Q2: 28,587 shares 28,587 $3.08M 0.02% +5,161 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: 12,100 shares; 2024Q4: 11,977 shares; 2025Q1: 12,017 shares; 2025Q2: 55,157 shares; 2025Q3: 12,053 shares; 2025Q4: 12,164 shares; 2026Q1: 11,882 shares; 2026Q2: 10,954 shares 10,954 $3.02M 0.02% -928 Timeline DFEM 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: 62,627 shares; 2025Q4: 64,129 shares; 2026Q1: 67,221 shares; 2026Q2: 72,405 shares 72,405 $2.94M 0.02% +5,184 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: 6,982 shares; 2025Q1: 6,988 shares; 2025Q2: 7,125 shares; 2025Q3: 6,589 shares; 2025Q4: 6,523 shares; 2026Q1: 6,707 shares; 2026Q2: 5,910 shares 5,910 $2.93M 0.02% -797 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: 77,677 shares; 2024Q4: 63,235 shares; 2025Q1: 53,545 shares; 2025Q2: 34,943 shares; 2025Q3: 36,260 shares; 2025Q4: 35,309 shares; 2026Q1: 35,576 shares; 2026Q2: 31,637 shares 31,637 $2.92M 0.02% -3,939 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,284 shares; 2024Q4: 10,076 shares; 2025Q1: 9,960 shares; 2025Q2: 10,303 shares; 2025Q3: 13,050 shares; 2025Q4: 12,895 shares; 2026Q1: 12,561 shares; 2026Q2: 13,026 shares 13,026 $2.92M 0.02% +465 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,833 shares; 2024Q4: 17,812 shares; 2025Q1: 17,812 shares; 2025Q2: 18,577 shares; 2025Q3: 28,642 shares; 2025Q4: 27,688 shares; 2026Q1: 41,719 shares; 2026Q2: 41,744 shares 41,744 $2.91M 0.02% +25 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: 46,824 shares; 2024Q4: 46,057 shares; 2025Q1: 46,588 shares; 2025Q2: 47,706 shares; 2025Q3: 47,725 shares; 2025Q4: 56,349 shares; 2026Q1: 55,821 shares; 2026Q2: 53,144 shares 53,144 $2.91M 0.02% -2,677 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,943 shares; 2024Q4: 19,044 shares; 2025Q1: 23,007 shares; 2025Q2: 22,513 shares; 2025Q3: 52,981 shares; 2025Q4: 52,878 shares; 2026Q1: 55,254 shares; 2026Q2: 56,827 shares 56,827 $2.87M 0.02% +1,573 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,262 shares; 2024Q4: 32,342 shares; 2025Q1: 36,526 shares; 2025Q2: 35,806 shares; 2025Q3: 34,148 shares; 2025Q4: 37,362 shares; 2026Q1: 45,601 shares; 2026Q2: 53,464 shares 53,464 $2.87M 0.02% +7,863 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,016 shares; 2024Q4: 169,142 shares; 2025Q1: 168,599 shares; 2025Q2: 20,708 shares; 2025Q3: 25,872 shares; 2025Q4: 29,054 shares; 2026Q1: 25,342 shares; 2026Q2: 24,196 shares 24,196 $2.84M 0.02% -1,146 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,508 shares; 2024Q4: 28,266 shares; 2025Q1: 24,047 shares; 2025Q2: 23,347 shares; 2025Q3: 75,322 shares; 2025Q4: 65,321 shares; 2026Q1: 50,352 shares; 2026Q2: 27,528 shares 27,528 $2.82M 0.02% -22,824 Timeline KBWB 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: 30,027 shares 30,027 $2.79M 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,365 shares; 2025Q2: 4,214 shares; 2025Q3: 4,760 shares; 2025Q4: 5,101 shares; 2026Q1: 5,340 shares; 2026Q2: 5,301 shares 5,301 $2.73M 0.02% -39 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,345 shares; 2025Q4: 111,629 shares; 2026Q1: 144,500 shares; 2026Q2: 53,662 shares 53,662 $2.71M 0.02% -90,838 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,750 shares; 2024Q4: 14,845 shares; 2025Q1: 12,168 shares; 2025Q2: 13,395 shares; 2025Q3: 13,108 shares; 2025Q4: 12,142 shares; 2026Q1: 11,617 shares; 2026Q2: 12,203 shares 12,203 $2.69M 0.02% +586 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,147 shares; 2024Q4: 12,336 shares; 2025Q1: 13,566 shares; 2025Q2: 13,614 shares; 2025Q3: 27,228 shares; 2025Q4: 27,176 shares; 2026Q1: 28,958 shares; 2026Q2: 25,981 shares 25,981 $2.68M 0.02% -2,977 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: 11,537 shares; 2024Q4: 11,767 shares; 2025Q1: 11,537 shares; 2025Q2: 14,668 shares; 2025Q3: 15,838 shares; 2025Q4: 15,461 shares; 2026Q1: 15,513 shares; 2026Q2: 16,405 shares 16,405 $2.68M 0.02% +892 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,300 shares; 2024Q4: 43,237 shares; 2025Q1: 39,985 shares; 2025Q2: 32,489 shares; 2025Q3: 36,488 shares; 2025Q4: 37,248 shares; 2026Q1: 40,762 shares; 2026Q2: 36,255 shares 36,255 $2.66M 0.02% -4,507 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,089 shares; 2024Q4: 4,989 shares; 2025Q1: 7,200 shares; 2025Q2: 7,157 shares; 2025Q3: 25,713 shares; 2025Q4: 8,628 shares; 2026Q1: 9,262 shares; 2026Q2: 10,480 shares 10,480 $2.64M 0.02% +1,218 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,841 shares; 2024Q4: 6,768 shares; 2025Q1: 8,809 shares; 2025Q2: 8,842 shares; 2025Q3: 11,330 shares; 2025Q4: 10,669 shares; 2026Q1: 10,734 shares; 2026Q2: 12,594 shares 12,594 $2.63M 0.02% +1,860 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,918 shares; 2024Q4: 4,938 shares; 2025Q1: 4,215 shares; 2025Q2: 4,904 shares; 2025Q3: 5,797 shares; 2025Q4: 5,272 shares; 2026Q1: 5,402 shares; 2026Q2: 4,140 shares 4,140 $2.63M 0.02% -1,262 Timeline KBE 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: 38,024 shares 38,024 $2.59M 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,477 shares; 2024Q4: 28,119 shares; 2025Q1: 27,033 shares; 2025Q2: 28,001 shares; 2025Q3: 28,008 shares; 2025Q4: 28,027 shares; 2026Q1: 29,638 shares; 2026Q2: 26,904 shares 26,904 $2.59M 0.02% -2,734 Timeline NLR 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: 22,269 shares 22,269 $2.58M 0.02% new 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: 5,300 shares; 2024Q4: 5,267 shares; 2025Q1: 5,163 shares; 2025Q2: 5,152 shares; 2025Q3: 4,933 shares; 2025Q4: 4,894 shares; 2026Q1: 4,942 shares; 2026Q2: 4,904 shares 4,904 $2.58M 0.02% -38 Timeline KRE 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: 3,714 shares; 2025Q2: 3,709 shares; 2025Q3: 3,857 shares; 2025Q4: 3,873 shares; 2026Q1: 3,954 shares; 2026Q2: 33,382 shares 33,382 $2.5M 0.02% +29,428 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,614 shares; 2024Q4: 5,815 shares; 2025Q1: 5,191 shares; 2025Q2: 5,368 shares; 2025Q3: 6,215 shares; 2025Q4: 5,857 shares; 2026Q1: 6,292 shares; 2026Q2: 6,196 shares 6,196 $2.46M 0.02% -96 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: 64,994 shares; 2024Q4: 44,468 shares; 2025Q1: 43,459 shares; 2025Q2: 43,377 shares; 2025Q3: 47,626 shares; 2025Q4: 47,423 shares; 2026Q1: 43,986 shares; 2026Q2: 43,953 shares 43,953 $2.44M 0.02% -33 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,220 shares; 2024Q4: 80,164 shares; 2025Q1: 74,463 shares; 2025Q2: 77,225 shares; 2025Q3: 68,042 shares; 2025Q4: 66,634 shares; 2026Q1: 64,331 shares; 2026Q2: 65,453 shares 65,453 $2.42M 0.02% +1,122 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,832 shares; 2025Q4: 67,038 shares; 2026Q1: 58,223 shares; 2026Q2: 58,482 shares 58,482 $2.41M 0.02% +259 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 2,945 shares; 2025Q1: 2,912 shares; 2025Q2: 2,982 shares; 2025Q3: 2,941 shares; 2025Q4: 3,032 shares; 2026Q1: 3,119 shares; 2026Q2: 3,752 shares 3,752 $2.4M 0.02% +633 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: 16,441 shares; 2024Q4: 15,650 shares; 2025Q1: 17,512 shares; 2025Q2: 17,821 shares; 2025Q3: 17,336 shares; 2025Q4: 18,485 shares; 2026Q1: 17,971 shares; 2026Q2: 18,214 shares 18,214 $2.4M 0.02% +243 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: 2,827 shares; 2025Q4: 2,589 shares; 2026Q1: 3,058 shares; 2026Q2: 3,682 shares 3,682 $2.35M 0.02% +624 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,820 shares; 2024Q4: 19,666 shares; 2025Q1: 30,476 shares; 2025Q2: 35,925 shares; 2025Q3: 36,957 shares; 2025Q4: 39,094 shares; 2026Q1: 38,715 shares; 2026Q2: 44,875 shares 44,875 $2.26M 0.02% +6,160 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA 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: 23,475 shares; 2026Q2: 336,638 shares 336,638 $2.26M 0.02% +313,163 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,008 shares; 2024Q4: 8,226 shares; 2025Q1: 9,918 shares; 2025Q2: 9,590 shares; 2025Q3: 10,392 shares; 2025Q4: 13,919 shares; 2026Q1: 15,357 shares; 2026Q2: 15,864 shares 15,864 $2.22M 0.02% +507 Timeline BSVO 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: 108,198 shares; 2024Q4: 108,198 shares; 2025Q1: 106,597 shares; 2025Q2: 83,024 shares; 2025Q3: 82,092 shares; 2025Q4: 76,095 shares; 2026Q1: 75,325 shares; 2026Q2: 75,365 shares 75,365 $2.2M 0.02% +40 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,482 shares; 2024Q4: 40,482 shares; 2025Q1: 41,491 shares; 2025Q2: 41,256 shares; 2025Q3: 38,542 shares; 2025Q4: 39,686 shares; 2026Q1: 39,014 shares; 2026Q2: 40,375 shares 40,375 $2.19M 0.02% +1,361 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,813 shares; 2024Q4: 10,523 shares; 2025Q1: 10,509 shares; 2025Q2: 10,164 shares; 2025Q3: 8,548 shares; 2025Q4: 9,754 shares; 2026Q1: 13,068 shares; 2026Q2: 13,720 shares 13,720 $2.18M 0.02% +652 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 56,043 shares; 2026Q2: 49,488 shares 49,488 $2.17M 0.02% -6,555 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,510 shares 12,510 $2.14M 0.02% new Timeline URA 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: not reported; 2026Q2: 48,387 shares 48,387 $2.11M 0.02% new 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: 7,847 shares; 2024Q4: 8,735 shares; 2025Q1: 33,577 shares; 2025Q2: 39,513 shares; 2025Q3: 36,179 shares; 2025Q4: 35,848 shares; 2026Q1: 33,461 shares; 2026Q2: 35,610 shares 35,610 $2.1M 0.02% +2,149 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,140 shares; 2024Q4: 5,312 shares; 2025Q1: 5,003 shares; 2025Q2: 5,319 shares; 2025Q3: 6,657 shares; 2025Q4: 6,310 shares; 2026Q1: 6,218 shares; 2026Q2: 6,652 shares 6,652 $2.09M 0.02% +434 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 670 shares; 2025Q1: 671 shares; 2025Q2: 646 shares; 2025Q3: 650 shares; 2025Q4: 677 shares; 2026Q1: 649 shares; 2026Q2: 649 shares 649 $2.07M 0.02% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,167 shares; 2024Q4: 12,087 shares; 2025Q1: 12,087 shares; 2025Q2: 5,732 shares; 2025Q3: 11,652 shares; 2025Q4: 16,446 shares; 2026Q1: 18,343 shares; 2026Q2: 17,993 shares 17,993 $2.05M 0.02% -350 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 2,302 shares; 2025Q4: 2,274 shares; 2026Q1: 2,346 shares; 2026Q2: 8,107 shares 8,107 $2.01M 0.01% +5,761 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; 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: 23,360 shares 23,360 $2M 0.01% new 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: 11,334 shares; 2025Q3: 16,290 shares; 2025Q4: 17,702 shares; 2026Q1: 17,693 shares; 2026Q2: 19,655 shares 19,655 $2M 0.01% +1,962 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,122 shares; 2024Q4: 9,125 shares; 2025Q1: 9,548 shares; 2025Q2: 10,834 shares; 2025Q3: 10,619 shares; 2025Q4: 11,282 shares; 2026Q1: 11,476 shares; 2026Q2: 10,621 shares 10,621 $2M 0.01% -855 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: 15,848 shares; 2025Q4: 16,082 shares; 2026Q1: 72,616 shares; 2026Q2: 72,265 shares 72,265 $1.98M 0.01% -351 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,109 shares; 2025Q1: not reported; 2025Q2: 2,172 shares; 2025Q3: 2,956 shares; 2025Q4: 2,263 shares; 2026Q1: 2,333 shares; 2026Q2: 11,496 shares 11,496 $1.95M 0.01% +9,163 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,028 shares; 2024Q4: 8,030 shares; 2025Q1: 8,038 shares; 2025Q2: 8,178 shares; 2025Q3: 10,894 shares; 2025Q4: 11,124 shares; 2026Q1: 10,808 shares; 2026Q2: 34,666 shares 34,666 $1.95M 0.01% +23,858 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: 36,534 shares; 2024Q4: 39,367 shares; 2025Q1: 38,119 shares; 2025Q2: 41,549 shares; 2025Q3: 40,617 shares; 2025Q4: 27,299 shares; 2026Q1: 34,456 shares; 2026Q2: 33,343 shares 33,343 $1.93M 0.01% -1,113 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: 14,665 shares; 2024Q4: 15,561 shares; 2025Q1: 14,859 shares; 2025Q2: 14,258 shares; 2025Q3: 13,960 shares; 2025Q4: 12,974 shares; 2026Q1: 12,436 shares; 2026Q2: 12,443 shares 12,443 $1.91M 0.01% +7 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,384 shares; 2024Q4: 41,384 shares; 2025Q1: 43,018 shares; 2025Q2: 81,842 shares; 2025Q3: 79,492 shares; 2025Q4: 67,866 shares; 2026Q1: 68,141 shares; 2026Q2: 64,389 shares 64,389 $1.9M 0.01% -3,752 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,667 shares; 2025Q2: 1,837 shares; 2025Q3: 2,098 shares; 2025Q4: 1,749 shares; 2026Q1: 1,708 shares; 2026Q2: 1,950 shares 1,950 $1.87M 0.01% +242 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: 623 shares; 2026Q2: 824 shares 824 $1.87M 0.01% +201 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,800 shares; 2025Q4: 47,554 shares; 2026Q1: 46,484 shares; 2026Q2: 42,718 shares 42,718 $1.85M 0.01% -3,766 Timeline FRMI FERMI INC More: the full row for FERMI 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: 11,505 shares; 2026Q1: 140,091 shares; 2026Q2: 200,228 shares 200,228 $1.83M 0.01% +60,137 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,669 shares; 2024Q4: 12,653 shares; 2025Q1: 3,677 shares; 2025Q2: 7,173 shares; 2025Q3: 6,132 shares; 2025Q4: 7,953 shares; 2026Q1: 8,405 shares; 2026Q2: 8,603 shares 8,603 $1.83M 0.01% +198 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,937 shares; 2024Q4: 24,647 shares; 2025Q1: 32,088 shares; 2025Q2: 30,518 shares; 2025Q3: 34,596 shares; 2025Q4: 39,938 shares; 2026Q1: 39,515 shares; 2026Q2: 38,567 shares 38,567 $1.83M 0.01% -948 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,637 shares 13,637 $1.8M 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,314 shares; 2024Q4: 42,749 shares; 2025Q1: 45,236 shares; 2025Q2: 43,369 shares; 2025Q3: 36,453 shares; 2025Q4: 30,554 shares; 2026Q1: 30,548 shares; 2026Q2: 31,027 shares 31,027 $1.79M 0.01% +479 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: 6,023 shares; 2024Q4: 5,765 shares; 2025Q1: 5,801 shares; 2025Q2: 6,150 shares; 2025Q3: 6,117 shares; 2025Q4: 6,267 shares; 2026Q1: 6,965 shares; 2026Q2: 6,948 shares 6,948 $1.78M 0.01% -17 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 4,750 shares; 2025Q1: 4,813 shares; 2025Q2: 4,598 shares; 2025Q3: 4,559 shares; 2025Q4: 4,535 shares; 2026Q1: 4,190 shares; 2026Q2: 4,154 shares 4,154 $1.77M 0.01% -36 Timeline HWBK HAWTHORN BANCSHARES INC More: the full row for HAWTHORN BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,144 shares; 2024Q4: 9,144 shares; 2025Q1: 50,632 shares; 2025Q2: 49,410 shares; 2025Q3: 49,628 shares; 2025Q4: 48,537 shares; 2026Q1: 48,725 shares; 2026Q2: 44,745 shares 44,745 $1.76M 0.01% -3,980 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: 36,960 shares; 2024Q4: 36,984 shares; 2025Q1: 30,817 shares; 2025Q2: 30,583 shares; 2025Q3: 30,639 shares; 2025Q4: 31,107 shares; 2026Q1: 33,162 shares; 2026Q2: 30,589 shares 30,589 $1.71M 0.01% -2,573 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 1,996 shares; 2025Q1: 2,059 shares; 2025Q2: 2,138 shares; 2025Q3: 3,568 shares; 2025Q4: 3,498 shares; 2026Q1: 3,249 shares; 2026Q2: 3,431 shares 3,431 $1.69M 0.01% +182 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 3,005 shares; 2025Q1: 2,986 shares; 2025Q2: 6,604 shares; 2025Q3: 5,842 shares; 2025Q4: 5,840 shares; 2026Q1: 5,739 shares; 2026Q2: 5,726 shares 5,726 $1.63M 0.01% -13 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: 4,498 shares; 2024Q4: 5,741 shares; 2025Q1: 6,184 shares; 2025Q2: 6,692 shares; 2025Q3: 5,904 shares; 2025Q4: 12,622 shares; 2026Q1: 12,787 shares; 2026Q2: 13,875 shares 13,875 $1.63M 0.01% +1,088 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,757 shares; 2024Q4: 9,819 shares; 2025Q1: 11,149 shares; 2025Q2: 9,465 shares; 2025Q3: 28,634 shares; 2025Q4: 33,929 shares; 2026Q1: 29,011 shares; 2026Q2: 21,368 shares 21,368 $1.61M 0.01% -7,643 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,064 shares; 2024Q4: 39,064 shares; 2025Q1: 36,999 shares; 2025Q2: 36,999 shares; 2025Q3: 36,269 shares; 2025Q4: 36,268 shares; 2026Q1: 31,519 shares; 2026Q2: 31,411 shares 31,411 $1.61M 0.01% -108 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: 54,774 shares; 2024Q4: 54,205 shares; 2025Q1: 54,205 shares; 2025Q2: 22,458 shares; 2025Q3: 21,180 shares; 2025Q4: 21,057 shares; 2026Q1: 21,057 shares; 2026Q2: 21,141 shares 21,141 $1.61M 0.01% +84 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,912 shares; 2024Q4: 14,843 shares; 2025Q1: 16,500 shares; 2025Q2: 17,676 shares; 2025Q3: 16,986 shares; 2025Q4: 14,266 shares; 2026Q1: 13,818 shares; 2026Q2: 13,519 shares 13,519 $1.59M 0.01% -299 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: 5,998 shares; 2024Q4: 5,739 shares; 2025Q1: 5,281 shares; 2025Q2: 13,546 shares; 2025Q3: 12,769 shares; 2025Q4: 12,871 shares; 2026Q1: 12,466 shares; 2026Q2: 12,461 shares 12,461 $1.55M 0.01% -5 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: 4,582 shares; 2024Q4: 4,482 shares; 2025Q1: 4,550 shares; 2025Q2: 4,434 shares; 2025Q3: 4,422 shares; 2025Q4: 4,082 shares; 2026Q1: 4,719 shares; 2026Q2: 4,913 shares 4,913 $1.55M 0.01% +194 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: 5,873 shares 5,873 $1.53M 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,409 shares; 2024Q4: 72,078 shares; 2025Q1: 70,773 shares; 2025Q2: 91,721 shares; 2025Q3: 91,256 shares; 2025Q4: 90,232 shares; 2026Q1: 79,510 shares; 2026Q2: 73,340 shares 73,340 $1.52M 0.01% -6,170 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: 7,638 shares; 2024Q4: 7,561 shares; 2025Q1: 7,315 shares; 2025Q2: 7,370 shares; 2025Q3: 7,321 shares; 2025Q4: 7,014 shares; 2026Q1: 6,927 shares; 2026Q2: 6,723 shares 6,723 $1.52M 0.01% -204 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: not reported; 2026Q1: not reported; 2026Q2: 3,937 shares 3,937 $1.51M 0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,079 shares; 2024Q4: 38,268 shares; 2025Q1: 36,973 shares; 2025Q2: 34,921 shares; 2025Q3: 25,608 shares; 2025Q4: 25,710 shares; 2026Q1: 25,055 shares; 2026Q2: 22,662 shares 22,662 $1.51M 0.01% -2,393 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 2,050 shares; 2025Q2: 3,096 shares; 2025Q3: 4,253 shares; 2025Q4: 6,761 shares; 2026Q1: 7,551 shares; 2026Q2: 6,817 shares 6,817 $1.5M 0.01% -734 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: 6,495 shares; 2024Q4: 8,063 shares; 2025Q1: 8,379 shares; 2025Q2: 9,199 shares; 2025Q3: 9,073 shares; 2025Q4: 8,412 shares; 2026Q1: 8,534 shares; 2026Q2: 8,253 shares 8,253 $1.48M 0.01% -281 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,625 shares; 2024Q4: 15,459 shares; 2025Q1: 13,803 shares; 2025Q2: 19,208 shares; 2025Q3: 13,345 shares; 2025Q4: 13,146 shares; 2026Q1: 11,461 shares; 2026Q2: 11,317 shares 11,317 $1.48M 0.01% -144 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,180 shares; 2024Q4: 34,815 shares; 2025Q1: 34,806 shares; 2025Q2: 35,271 shares; 2025Q3: 36,431 shares; 2025Q4: 33,842 shares; 2026Q1: 32,840 shares; 2026Q2: 33,033 shares 33,033 $1.45M 0.01% +193 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: 5,451 shares; 2024Q4: 5,892 shares; 2025Q1: 5,622 shares; 2025Q2: 6,244 shares; 2025Q3: 6,460 shares; 2025Q4: 6,273 shares; 2026Q1: 6,228 shares; 2026Q2: 6,501 shares 6,501 $1.45M 0.01% +273 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 705 shares; 2025Q1: 706 shares; 2025Q2: 2,256 shares; 2025Q3: 707 shares; 2025Q4: 2,127 shares; 2026Q1: 3,099 shares; 2026Q2: 3,298 shares 3,298 $1.44M 0.01% +199 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,602 shares; 2024Q4: 38,544 shares; 2025Q1: 33,850 shares; 2025Q2: 33,806 shares; 2025Q3: 33,697 shares; 2025Q4: 27,709 shares; 2026Q1: 29,839 shares; 2026Q2: 30,267 shares 30,267 $1.44M 0.01% +428 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: 6,542 shares; 2024Q4: 6,756 shares; 2025Q1: 5,721 shares; 2025Q2: 5,823 shares; 2025Q3: 6,241 shares; 2025Q4: 5,889 shares; 2026Q1: 5,888 shares; 2026Q2: 5,983 shares 5,983 $1.42M 0.01% +95 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,100 shares; 2025Q1: 14,821 shares; 2025Q2: 21,937 shares; 2025Q3: 29,965 shares; 2025Q4: 17,773 shares; 2026Q1: 22,436 shares; 2026Q2: 27,474 shares 27,474 $1.4M 0.01% +5,038 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,296 shares; 2024Q4: 9,932 shares; 2025Q1: 9,055 shares; 2025Q2: 10,059 shares; 2025Q3: 9,869 shares; 2025Q4: 8,964 shares; 2026Q1: 9,628 shares; 2026Q2: 8,906 shares 8,906 $1.4M 0.01% -722 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,233 shares; 2024Q4: 12,175 shares; 2025Q1: 12,066 shares; 2025Q2: 13,429 shares; 2025Q3: 12,568 shares; 2025Q4: 11,752 shares; 2026Q1: 11,980 shares; 2026Q2: 13,184 shares 13,184 $1.37M 0.01% +1,204 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: 127 shares; 2024Q4: 143 shares; 2025Q1: 172 shares; 2025Q2: 179 shares; 2025Q3: 174 shares; 2025Q4: 197 shares; 2026Q1: 6,959 shares; 2026Q2: 7,534 shares 7,534 $1.34M 0.01% +575 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,164 shares; 2024Q4: 9,190 shares; 2025Q1: 9,174 shares; 2025Q2: 8,956 shares; 2025Q3: 9,164 shares; 2025Q4: 9,033 shares; 2026Q1: 9,045 shares; 2026Q2: 8,937 shares 8,937 $1.34M 0.01% -108 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,968 shares; 2024Q4: 13,120 shares; 2025Q1: 13,682 shares; 2025Q2: 14,156 shares; 2025Q3: 13,586 shares; 2025Q4: 12,042 shares; 2026Q1: 13,945 shares; 2026Q2: 13,026 shares 13,026 $1.33M 0.01% -919 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: 11,381 shares; 2024Q4: 11,690 shares; 2025Q1: 11,641 shares; 2025Q2: 12,267 shares; 2025Q3: 11,493 shares; 2025Q4: 10,217 shares; 2026Q1: 7,237 shares; 2026Q2: 7,766 shares 7,766 $1.31M 0.01% +529 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: 14,090 shares; 2024Q4: 15,359 shares; 2025Q1: 15,291 shares; 2025Q2: 15,424 shares; 2025Q3: 15,392 shares; 2025Q4: 15,506 shares; 2026Q1: 14,189 shares; 2026Q2: 14,305 shares 14,305 $1.31M 0.01% +116 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,073 shares; 2024Q4: 6,454 shares; 2025Q1: 6,384 shares; 2025Q2: 7,240 shares; 2025Q3: 8,162 shares; 2025Q4: 8,601 shares; 2026Q1: 9,280 shares; 2026Q2: 10,291 shares 10,291 $1.3M 0.01% +1,011 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: 1,732 shares; 2024Q4: 2,976 shares; 2025Q1: 3,386 shares; 2025Q2: 3,655 shares; 2025Q3: 3,769 shares; 2025Q4: 3,658 shares; 2026Q1: 2,464 shares; 2026Q2: 8,146 shares 8,146 $1.29M 0.01% +5,682 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,691 shares; 2024Q4: 10,738 shares; 2025Q1: 11,295 shares; 2025Q2: 11,095 shares; 2025Q3: 9,025 shares; 2025Q4: 10,197 shares; 2026Q1: 10,011 shares; 2026Q2: 10,109 shares 10,109 $1.28M 0.01% +98 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: 4,358 shares; 2024Q4: 3,557 shares; 2025Q1: 3,479 shares; 2025Q2: 3,676 shares; 2025Q3: 3,677 shares; 2025Q4: 3,494 shares; 2026Q1: 3,558 shares; 2026Q2: 3,268 shares 3,268 $1.27M 0.01% -290 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 15,832 shares 15,832 $1.27M 0.01% new Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,412 shares; 2025Q1: 61,308 shares; 2025Q2: 39,137 shares; 2025Q3: 39,137 shares; 2025Q4: 39,137 shares; 2026Q1: 39,137 shares; 2026Q2: 39,137 shares 39,137 $1.27M 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 3,509 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 8,878 shares; 2025Q4: 8,415 shares; 2026Q1: 8,402 shares; 2026Q2: 8,905 shares 8,905 $1.26M 0.01% +503 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,144 shares; 2025Q2: 9,418 shares; 2025Q3: 9,343 shares; 2025Q4: 9,828 shares; 2026Q1: 38,395 shares; 2026Q2: 55,012 shares 55,012 $1.25M 0.01% +16,617 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,420 shares; 2024Q4: 26,923 shares; 2025Q1: 26,923 shares; 2025Q2: 26,923 shares; 2025Q3: 26,923 shares; 2025Q4: 26,933 shares; 2026Q1: 27,358 shares; 2026Q2: 27,358 shares 27,358 $1.25M 0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,448 shares; 2025Q2: 6,789 shares; 2025Q3: 6,788 shares; 2025Q4: 6,820 shares; 2026Q1: 6,841 shares; 2026Q2: 7,187 shares 7,187 $1.25M 0.01% +346 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,706 shares; 2024Q4: 7,699 shares; 2025Q1: 7,657 shares; 2025Q2: 7,683 shares; 2025Q3: 7,750 shares; 2025Q4: 7,604 shares; 2026Q1: 7,639 shares; 2026Q2: 7,576 shares 7,576 $1.24M 0.01% -63 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,796 shares; 2024Q4: 10,842 shares; 2025Q1: 10,440 shares; 2025Q2: 13,879 shares; 2025Q3: 13,879 shares; 2025Q4: 13,689 shares; 2026Q1: 13,731 shares; 2026Q2: 13,745 shares 13,745 $1.22M 0.01% +14 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: 5,300 shares; 2024Q4: 5,103 shares; 2025Q1: 3,397 shares; 2025Q2: 2,689 shares; 2025Q3: 2,633 shares; 2025Q4: 2,638 shares; 2026Q1: 3,203 shares; 2026Q2: 3,249 shares 3,249 $1.22M 0.01% +46 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,535 shares; 2025Q2: 5,866 shares; 2025Q3: 12,530 shares; 2025Q4: 18,787 shares; 2026Q1: 25,023 shares; 2026Q2: 21,314 shares 21,314 $1.2M 0.01% -3,709 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,686 shares; 2025Q1: 18,281 shares; 2025Q2: 22,216 shares; 2025Q3: 24,480 shares; 2025Q4: 17,527 shares; 2026Q1: 20,149 shares; 2026Q2: 19,798 shares 19,798 $1.2M 0.01% -351 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: 2,912 shares; 2024Q4: 4,145 shares; 2025Q1: 3,651 shares; 2025Q2: 3,622 shares; 2025Q3: 3,661 shares; 2025Q4: 3,499 shares; 2026Q1: 3,511 shares; 2026Q2: 3,527 shares 3,527 $1.18M 0.01% +16 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,402 shares; 2024Q4: 7,074 shares; 2025Q1: 6,988 shares; 2025Q2: 9,116 shares; 2025Q3: 9,273 shares; 2025Q4: 9,505 shares; 2026Q1: 9,216 shares; 2026Q2: 9,527 shares 9,527 $1.16M 0.01% +311 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 11,784 shares; 2026Q2: 9,809 shares 9,809 $1.15M 0.01% -1,975 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,527 shares; 2024Q4: 14,370 shares; 2025Q1: 15,870 shares; 2025Q2: 15,870 shares; 2025Q3: 17,659 shares; 2025Q4: 17,490 shares; 2026Q1: 18,845 shares; 2026Q2: 16,505 shares 16,505 $1.15M 0.01% -2,340 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: 6,316 shares; 2024Q4: 6,484 shares; 2025Q1: 6,436 shares; 2025Q2: 3,287 shares; 2025Q3: 3,260 shares; 2025Q4: 3,934 shares; 2026Q1: 5,968 shares; 2026Q2: 11,127 shares 11,127 $1.15M 0.01% +5,159 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,678 shares; 2024Q4: 25,678 shares; 2025Q1: 25,506 shares; 2025Q2: 25,544 shares; 2025Q3: 25,506 shares; 2025Q4: 25,577 shares; 2026Q1: 25,553 shares; 2026Q2: 25,503 shares 25,503 $1.14M 0.01% -50 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: 5,804 shares; 2024Q4: 5,859 shares; 2025Q1: 6,042 shares; 2025Q2: 6,923 shares; 2025Q3: 6,617 shares; 2025Q4: 8,347 shares; 2026Q1: 8,453 shares; 2026Q2: 7,906 shares 7,906 $1.14M 0.01% -547 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: 3,475 shares; 2024Q4: 4,381 shares; 2025Q1: 4,399 shares; 2025Q2: 4,919 shares; 2025Q3: 10,798 shares; 2025Q4: 10,396 shares; 2026Q1: 10,257 shares; 2026Q2: 5,573 shares 5,573 $1.14M 0.01% -4,684 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: 4,568 shares; 2025Q4: 4,672 shares; 2026Q1: 3,928 shares; 2026Q2: 21,593 shares 21,593 $1.13M 0.01% +17,665 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,897 shares; 2024Q4: 11,057 shares; 2025Q1: 8,524 shares; 2025Q2: 10,158 shares; 2025Q3: 9,483 shares; 2025Q4: 8,248 shares; 2026Q1: 9,269 shares; 2026Q2: 10,910 shares 10,910 $1.13M 0.01% +1,641 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,117 shares; 2025Q3: 9,758 shares; 2025Q4: 28,048 shares; 2026Q1: 29,031 shares; 2026Q2: 36,133 shares 36,133 $1.12M 0.01% +7,102 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: 5,116 shares; 2024Q4: 5,119 shares; 2025Q1: 5,254 shares; 2025Q2: 5,424 shares; 2025Q3: 5,707 shares; 2025Q4: 4,105 shares; 2026Q1: 4,523 shares; 2026Q2: 4,564 shares 4,564 $1.12M 0.01% +41 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,814 shares; 2024Q4: 63,111 shares; 2025Q1: 62,814 shares; 2025Q2: 63,508 shares; 2025Q3: 63,508 shares; 2025Q4: 65,666 shares; 2026Q1: 64,972 shares; 2026Q2: 64,972 shares 64,972 $1.11M 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,011 shares; 2024Q4: 8,567 shares; 2025Q1: 9,249 shares; 2025Q2: 7,482 shares; 2025Q3: 7,277 shares; 2025Q4: 7,280 shares; 2026Q1: 7,308 shares; 2026Q2: 7,156 shares 7,156 $1.1M 0.01% -152 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: 2,521 shares; 2024Q4: 2,361 shares; 2025Q1: 2,573 shares; 2025Q2: 4,193 shares; 2025Q3: 4,173 shares; 2025Q4: 4,464 shares; 2026Q1: 5,092 shares; 2026Q2: 5,503 shares 5,503 $1.1M 0.01% +411 Timeline PWV 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: 14,440 shares; 2026Q1: 14,440 shares; 2026Q2: 14,440 shares 14,440 $1.09M 0.01% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,661 shares; 2024Q4: 47,661 shares; 2025Q1: 47,661 shares; 2025Q2: 47,661 shares; 2025Q3: 47,661 shares; 2025Q4: 49,339 shares; 2026Q1: 31,371 shares; 2026Q2: 41,676 shares 41,676 $1.08M 0.01% +10,305 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,402 shares; 2025Q1: 2,369 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,048 shares; 2026Q1: 2,074 shares; 2026Q2: 2,053 shares 2,053 $1.07M 0.01% -21 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 819 shares; 2025Q1: 926 shares; 2025Q2: 848 shares; 2025Q3: 895 shares; 2025Q4: 854 shares; 2026Q1: 1,355 shares; 2026Q2: 1,465 shares 1,465 $1.04M 0.01% +110 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,564 shares; 2024Q4: 6,042 shares; 2025Q1: 6,419 shares; 2025Q2: 9,101 shares; 2025Q3: 9,217 shares; 2025Q4: 10,182 shares; 2026Q1: 9,578 shares; 2026Q2: 9,414 shares 9,414 $1.04M 0.01% -164 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,563 shares; 2024Q4: 4,908 shares; 2025Q1: 5,175 shares; 2025Q2: 6,071 shares; 2025Q3: 6,064 shares; 2025Q4: 5,978 shares; 2026Q1: 5,796 shares; 2026Q2: 6,350 shares 6,350 $1.03M 0.01% +554 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 4,802 shares; 2025Q3: 4,804 shares; 2025Q4: 4,325 shares; 2026Q1: 5,407 shares; 2026Q2: 5,409 shares 5,409 $1.03M 0.01% +2 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,026 shares; 2024Q4: 10,715 shares; 2025Q1: 3,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,079 shares; 2026Q1: 3,053 shares; 2026Q2: 12,417 shares 12,417 $1.03M 0.01% +9,364 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: 4,029 shares; 2024Q4: 3,804 shares; 2025Q1: 3,808 shares; 2025Q2: 3,037 shares; 2025Q3: 3,201 shares; 2025Q4: 3,177 shares; 2026Q1: 3,260 shares; 2026Q2: 3,218 shares 3,218 $1.02M 0.01% -42 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: 3,421 shares; 2024Q4: 3,498 shares; 2025Q1: 5,030 shares; 2025Q2: 5,046 shares; 2025Q3: 7,808 shares; 2025Q4: 7,959 shares; 2026Q1: 7,781 shares; 2026Q2: 7,711 shares 7,711 $1.02M 0.01% -70 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: 909 shares; 2024Q4: 1,685 shares; 2025Q1: 1,651 shares; 2025Q2: 1,951 shares; 2025Q3: 1,972 shares; 2025Q4: 2,007 shares; 2026Q1: 2,038 shares; 2026Q2: 2,006 shares 2,006 $1.02M 0.01% -32 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: 4,087 shares; 2024Q4: 4,002 shares; 2025Q1: 3,905 shares; 2025Q2: 6,904 shares; 2025Q3: 8,083 shares; 2025Q4: 9,291 shares; 2026Q1: 8,756 shares; 2026Q2: 8,920 shares 8,920 $1.02M 0.01% +164 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,966 shares; 2025Q4: 5,101 shares; 2026Q1: 6,427 shares; 2026Q2: 3,685 shares 3,685 $1.02M 0.01% -2,742 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,632 shares; 2024Q4: 10,461 shares; 2025Q1: 12,860 shares; 2025Q2: 13,645 shares; 2025Q3: 11,167 shares; 2025Q4: 14,623 shares; 2026Q1: 14,187 shares; 2026Q2: 14,020 shares 14,020 $1.01M 0.01% -167 Timeline JQUA 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: 7,978 shares; 2025Q2: 10,704 shares; 2025Q3: 11,034 shares; 2025Q4: 12,225 shares; 2026Q1: 14,134 shares; 2026Q2: 13,923 shares 13,923 $1.01M 0.01% -211 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: 7,914 shares; 2024Q4: 7,765 shares; 2025Q1: 5,432 shares; 2025Q2: 2,848 shares; 2025Q3: 5,319 shares; 2025Q4: 4,998 shares; 2026Q1: 5,112 shares; 2026Q2: 4,950 shares 4,950 $998K 0.01% -162 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: 17,563 shares; 2024Q4: 20,670 shares; 2025Q1: 20,270 shares; 2025Q2: 18,226 shares; 2025Q3: 19,595 shares; 2025Q4: 22,126 shares; 2026Q1: 22,180 shares; 2026Q2: 23,345 shares 23,345 $996K 0.01% +1,165 Timeline VTWG 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: 3,555 shares; 2024Q4: 3,441 shares; 2025Q1: 3,442 shares; 2025Q2: 3,443 shares; 2025Q3: 3,534 shares; 2025Q4: 3,536 shares; 2026Q1: 3,446 shares; 2026Q2: 3,447 shares 3,447 $992K 0.01% +1 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: 8,430 shares; 2024Q4: 9,731 shares; 2025Q1: 10,076 shares; 2025Q2: 10,173 shares; 2025Q3: 10,078 shares; 2025Q4: 9,957 shares; 2026Q1: 9,981 shares; 2026Q2: 4,525 shares 4,525 $988K 0.01% -5,456 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: 706 shares; 2025Q1: 688 shares; 2025Q2: 743 shares; 2025Q3: 831 shares; 2025Q4: 767 shares; 2026Q1: 719 shares; 2026Q2: 710 shares 710 $982K 0.01% -9 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,698 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 1,866 shares; 2026Q1: 1,669 shares; 2026Q2: 2,267 shares 2,267 $978K 0.01% +598 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,984 shares; 2024Q4: 8,624 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,177 shares; 2025Q4: 7,849 shares; 2026Q1: 7,852 shares; 2026Q2: 8,454 shares 8,454 $972K 0.01% +602 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $964K 0.01% 0 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: 21,730 shares; 2024Q4: 22,018 shares; 2025Q1: 22,140 shares; 2025Q2: 21,401 shares; 2025Q3: 21,422 shares; 2025Q4: 19,070 shares; 2026Q1: 18,877 shares; 2026Q2: 21,146 shares 21,146 $963K 0.01% +2,269 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,313 shares; 2026Q1: 25,997 shares; 2026Q2: 40,999 shares 40,999 $961K 0.01% +15,002 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,264 shares 4,264 $955K 0.01% new 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: 14,544 shares; 2024Q4: 14,214 shares; 2025Q1: 14,530 shares; 2025Q2: 12,424 shares; 2025Q3: 16,194 shares; 2025Q4: 11,390 shares; 2026Q1: 11,173 shares; 2026Q2: 10,473 shares 10,473 $947K 0.01% -700 Timeline NRDY NERDY INC More: the full row for NERDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,883 shares; 2024Q4: 162,883 shares; 2025Q1: 87,883 shares; 2025Q2: 87,883 shares; 2025Q3: 237,883 shares; 2025Q4: 162,883 shares; 2026Q1: 312,883 shares; 2026Q2: 1,029,701 shares 1,029,701 $943K 0.01% +716,818 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: 21,638 shares; 2025Q3: 32,745 shares; 2025Q4: 29,156 shares; 2026Q1: 30,534 shares; 2026Q2: 31,068 shares 31,068 $938K 0.01% +534 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: 1,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,343 shares 7,343 $925K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,164 shares 4,164 $921K 0.01% new 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: 22,635 shares; 2024Q4: 22,638 shares; 2025Q1: 20,750 shares; 2025Q2: 20,112 shares; 2025Q3: 19,975 shares; 2025Q4: 20,411 shares; 2026Q1: 18,374 shares; 2026Q2: 20,809 shares 20,809 $916K 0.01% +2,435 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: 12,073 shares; 2024Q4: 15,338 shares; 2025Q1: 12,303 shares; 2025Q2: 16,514 shares; 2025Q3: 16,441 shares; 2025Q4: 16,187 shares; 2026Q1: 11,669 shares; 2026Q2: 12,396 shares 12,396 $909K 0.01% +727 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,864 shares; 2024Q4: 13,866 shares; 2025Q1: 13,867 shares; 2025Q2: 12,583 shares; 2025Q3: 13,655 shares; 2025Q4: 13,588 shares; 2026Q1: 13,515 shares; 2026Q2: 13,519 shares 13,519 $906K 0.01% +4 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,673 shares; 2025Q1: 2,789 shares; 2025Q2: 4,052 shares; 2025Q3: 3,203 shares; 2025Q4: 4,671 shares; 2026Q1: 4,700 shares; 2026Q2: 4,884 shares 4,884 $905K 0.01% +184 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254 shares; 2024Q4: 3,086 shares; 2025Q1: 2,887 shares; 2025Q2: 2,518 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 2,506 shares; 2026Q2: 2,506 shares 2,506 $903K 0.01% 0 Timeline SPYX 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: 14,161 shares; 2024Q4: 12,657 shares; 2025Q1: 12,664 shares; 2025Q2: 12,649 shares; 2025Q3: 13,371 shares; 2025Q4: 13,585 shares; 2026Q1: 13,614 shares; 2026Q2: 14,778 shares 14,778 $903K 0.01% +1,164 Timeline TCV 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: 33,441 shares; 2026Q2: 28,127 shares 28,127 $901K 0.01% -5,314 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 3,207 shares; 2025Q1: 2,946 shares; 2025Q2: 3,164 shares; 2025Q3: 2,809 shares; 2025Q4: 2,832 shares; 2026Q1: 3,016 shares; 2026Q2: 2,877 shares 2,877 $901K 0.01% -139 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,025 shares; 2024Q4: 10,025 shares; 2025Q1: 10,025 shares; 2025Q2: 10,025 shares; 2025Q3: 10,025 shares; 2025Q4: 10,025 shares; 2026Q1: 10,031 shares; 2026Q2: 10,025 shares 10,025 $895K 0.01% -6 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 6,843 shares; 2025Q1: 7,055 shares; 2025Q2: 2,223 shares; 2025Q3: not reported; 2025Q4: 2,771 shares; 2026Q1: 5,625 shares; 2026Q2: 7,151 shares 7,151 $892K 0.01% +1,526 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,809 shares; 2024Q4: 2,644 shares; 2025Q1: 2,651 shares; 2025Q2: 7,749 shares; 2025Q3: 8,014 shares; 2025Q4: 8,136 shares; 2026Q1: 7,914 shares; 2026Q2: 6,666 shares 6,666 $882K 0.01% -1,248 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: 2,615 shares; 2025Q1: 3,934 shares; 2025Q2: 4,566 shares; 2025Q3: 3,813 shares; 2025Q4: 3,742 shares; 2026Q1: 4,548 shares; 2026Q2: 5,144 shares 5,144 $872K 0.01% +596 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: 933 shares; 2024Q4: 1,107 shares; 2025Q1: 1,019 shares; 2025Q2: 1,425 shares; 2025Q3: 1,021 shares; 2025Q4: 1,085 shares; 2026Q1: 1,139 shares; 2026Q2: 1,143 shares 1,143 $864K 0.01% +4 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,956 shares; 2025Q1: 7,607 shares; 2025Q2: 6,843 shares; 2025Q3: 6,942 shares; 2025Q4: 13,868 shares; 2026Q1: 15,878 shares; 2026Q2: 16,242 shares 16,242 $863K 0.01% +364 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,011 shares 3,011 $860K 0.01% new 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: 6,674 shares; 2026Q1: 6,084 shares; 2026Q2: 5,215 shares 5,215 $852K 0.01% -869 Timeline ADAG ADAGENE INC More: the full row for ADAGENE 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: 200,000 shares 200,000 $840K 0.01% new 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: 2,904 shares; 2024Q4: 4,201 shares; 2025Q1: 5,632 shares; 2025Q2: 5,636 shares; 2025Q3: 7,868 shares; 2025Q4: 6,619 shares; 2026Q1: 6,216 shares; 2026Q2: 6,456 shares 6,456 $838K 0.01% +240 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: 7,568 shares; 2024Q4: 7,147 shares; 2025Q1: 8,273 shares; 2025Q2: 8,312 shares; 2025Q3: 9,482 shares; 2025Q4: 8,578 shares; 2026Q1: 8,550 shares; 2026Q2: 8,628 shares 8,628 $836K 0.01% +78 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,193 shares; 2024Q4: 6,245 shares; 2025Q1: 6,426 shares; 2025Q2: 6,840 shares; 2025Q3: 8,141 shares; 2025Q4: 8,561 shares; 2026Q1: 8,117 shares; 2026Q2: 8,154 shares 8,154 $834K 0.01% +37 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 4,002 shares; 2025Q1: 3,858 shares; 2025Q2: 4,062 shares; 2025Q3: 4,080 shares; 2025Q4: 4,102 shares; 2026Q1: 3,851 shares; 2026Q2: 3,849 shares 3,849 $833K 0.01% -2 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: 1,756 shares; 2024Q4: 1,757 shares; 2025Q1: 1,443 shares; 2025Q2: 1,428 shares; 2025Q3: 1,936 shares; 2025Q4: 2,292 shares; 2026Q1: 2,117 shares; 2026Q2: 2,093 shares 2,093 $832K 0.01% -24 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,085 shares; 2024Q4: 4,051 shares; 2025Q1: 3,902 shares; 2025Q2: 4,501 shares; 2025Q3: 4,602 shares; 2025Q4: 4,441 shares; 2026Q1: 4,782 shares; 2026Q2: 4,365 shares 4,365 $830K 0.01% -417 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 4,165 shares; 2025Q4: 4,010 shares; 2026Q1: 3,931 shares; 2026Q2: 2,732 shares 2,732 $828K 0.01% -1,199 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: 2,544 shares; 2024Q4: 5,238 shares; 2025Q1: 4,640 shares; 2025Q2: 3,814 shares; 2025Q3: 3,835 shares; 2025Q4: 5,180 shares; 2026Q1: 5,369 shares; 2026Q2: 5,361 shares 5,361 $827K 0.01% -8 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; 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: 358 shares; 2026Q2: 395 shares 395 $822K 0.01% +37 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 2,781 shares; 2025Q1: 2,782 shares; 2025Q2: 3,099 shares; 2025Q3: 3,120 shares; 2025Q4: 3,106 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares 3,107 $819K 0.01% 0 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: 1,087 shares; 2024Q4: 1,778 shares; 2025Q1: 1,716 shares; 2025Q2: 1,870 shares; 2025Q3: 1,823 shares; 2025Q4: 1,883 shares; 2026Q1: 1,806 shares; 2026Q2: 1,783 shares 1,783 $818K 0.01% -23 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,739 shares; 2024Q4: 6,526 shares; 2025Q1: 6,641 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,779 shares; 2026Q1: 6,779 shares; 2026Q2: 6,779 shares 6,779 $815K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,624 shares; 2024Q4: 5,088 shares; 2025Q1: 4,509 shares; 2025Q2: 9,074 shares; 2025Q3: 9,217 shares; 2025Q4: 9,405 shares; 2026Q1: 17,205 shares; 2026Q2: 16,849 shares 16,849 $809K 0.01% -356 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 3,192 shares; 2025Q1: 2,767 shares; 2025Q2: 2,688 shares; 2025Q3: 9,276 shares; 2025Q4: 9,276 shares; 2026Q1: 8,322 shares; 2026Q2: 8,461 shares 8,461 $809K 0.01% +139 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,302 shares; 2025Q4: 15,580 shares; 2026Q1: 14,964 shares; 2026Q2: 17,620 shares 17,620 $805K 0.01% +2,656 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: 8,717 shares; 2024Q4: 10,147 shares; 2025Q1: 10,204 shares; 2025Q2: 11,928 shares; 2025Q3: 12,487 shares; 2025Q4: 12,093 shares; 2026Q1: 10,885 shares; 2026Q2: 9,482 shares 9,482 $803K 0.01% -1,403 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: 26,316 shares; 2024Q4: 26,752 shares; 2025Q1: 22,531 shares; 2025Q2: 20,062 shares; 2025Q3: 20,099 shares; 2025Q4: 21,679 shares; 2026Q1: 21,702 shares; 2026Q2: 21,766 shares 21,766 $802K 0.01% +64 Timeline VTWV 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: 3,936 shares; 2024Q4: 3,766 shares; 2025Q1: 3,772 shares; 2025Q2: 3,779 shares; 2025Q3: 3,789 shares; 2025Q4: 3,798 shares; 2026Q1: 4,096 shares; 2026Q2: 4,103 shares 4,103 $802K 0.01% +7 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: 7,153 shares; 2025Q1: 6,558 shares; 2025Q2: 7,587 shares; 2025Q3: 8,689 shares; 2025Q4: 7,793 shares; 2026Q1: 8,469 shares; 2026Q2: 8,353 shares 8,353 $800K 0.01% -116 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,741 shares; 2024Q4: 9,463 shares; 2025Q1: 9,782 shares; 2025Q2: 9,391 shares; 2025Q3: 10,787 shares; 2025Q4: 8,850 shares; 2026Q1: 9,042 shares; 2026Q2: 8,620 shares 8,620 $799K 0.01% -422 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,338 shares; 2024Q4: 3,375 shares; 2025Q1: 3,548 shares; 2025Q2: 3,501 shares; 2025Q3: 3,705 shares; 2025Q4: 3,589 shares; 2026Q1: 3,902 shares; 2026Q2: 5,046 shares 5,046 $791K 0.01% +1,144 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,987 shares; 2024Q4: 10,963 shares; 2025Q1: 11,048 shares; 2025Q2: 10,958 shares; 2025Q3: 10,222 shares; 2025Q4: 9,333 shares; 2026Q1: 9,378 shares; 2026Q2: 8,145 shares 8,145 $786K 0.01% -1,233 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,952 shares; 2025Q1: 8,948 shares; 2025Q2: 9,955 shares; 2025Q3: 10,313 shares; 2025Q4: 18,847 shares; 2026Q1: 14,245 shares; 2026Q2: 14,614 shares 14,614 $781K 0.01% +369 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 2,645 shares; 2025Q1: 2,125 shares; 2025Q2: 2,342 shares; 2025Q3: 2,909 shares; 2025Q4: 2,240 shares; 2026Q1: 2,205 shares; 2026Q2: 2,201 shares 2,201 $780K 0.01% -4 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 2,409 shares; 2025Q1: 2,549 shares; 2025Q2: 2,356 shares; 2025Q3: 2,120 shares; 2025Q4: 3,263 shares; 2026Q1: 3,549 shares; 2026Q2: 3,496 shares 3,496 $779K 0.01% -53 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,313 shares; 2025Q4: 1,308 shares; 2026Q1: 2,466 shares; 2026Q2: 2,464 shares 2,464 $778K 0.01% -2 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,347 shares; 2024Q4: 41,347 shares; 2025Q1: 41,535 shares; 2025Q2: 41,535 shares; 2025Q3: 41,535 shares; 2025Q4: 44,964 shares; 2026Q1: 63,239 shares; 2026Q2: 45,639 shares 45,639 $774K 0.01% -17,600 Timeline LAW CS DISCO INC More: the full row for CS DISCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 226,011 shares; 2025Q3: 203,886 shares; 2025Q4: 203,886 shares; 2026Q1: 203,886 shares; 2026Q2: 203,886 shares 203,886 $771K 0.01% 0 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: 2,728 shares; 2024Q4: 2,752 shares; 2025Q1: 3,029 shares; 2025Q2: 2,756 shares; 2025Q3: 2,670 shares; 2025Q4: 2,566 shares; 2026Q1: 2,522 shares; 2026Q2: 2,425 shares 2,425 $770K 0.01% -97 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,260 shares; 2024Q4: 10,249 shares; 2025Q1: 8,938 shares; 2025Q2: 8,938 shares; 2025Q3: 8,646 shares; 2025Q4: 8,618 shares; 2026Q1: 7,591 shares; 2026Q2: 6,819 shares 6,819 $759K 0.01% -772 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 807 shares; 2025Q3: 815 shares; 2025Q4: 812 shares; 2026Q1: 903 shares; 2026Q2: 914 shares 914 $759K 0.01% +11 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: 5,282 shares; 2025Q1: 4,445 shares; 2025Q2: 4,343 shares; 2025Q3: 4,436 shares; 2025Q4: 4,841 shares; 2026Q1: 5,218 shares; 2026Q2: 4,682 shares 4,682 $758K 0.01% -536 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: 2,906 shares; 2024Q4: 2,808 shares; 2025Q1: 2,773 shares; 2025Q2: 2,929 shares; 2025Q3: 2,576 shares; 2025Q4: 2,599 shares; 2026Q1: 2,482 shares; 2026Q2: 2,276 shares 2,276 $752K 0.01% -206 Timeline VNQI 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: 15,548 shares; 2024Q4: 13,964 shares; 2025Q1: 27,346 shares; 2025Q2: 16,762 shares; 2025Q3: 12,243 shares; 2025Q4: 11,428 shares; 2026Q1: 15,032 shares; 2026Q2: 16,753 shares 16,753 $751K 0.01% +1,721 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,429 shares; 2025Q3: 7,404 shares; 2025Q4: 7,111 shares; 2026Q1: 8,012 shares; 2026Q2: 11,420 shares 11,420 $749K 0.01% +3,408 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: 3,120 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,024 shares; 2025Q3: 3,024 shares; 2025Q4: 5,706 shares; 2026Q1: 5,706 shares; 2026Q2: 6,662 shares 6,662 $747K 0.01% +956 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: 796 shares; 2026Q1: 731 shares; 2026Q2: 870 shares 870 $747K 0.01% +139 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,211 shares; 2025Q4: 4,273 shares; 2026Q1: 4,115 shares; 2026Q2: 4,426 shares 4,426 $745K 0.01% +311 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,726 shares; 2026Q1: not reported; 2026Q2: 7,613 shares 7,613 $735K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,237 shares; 2024Q4: 12,127 shares; 2025Q1: 14,460 shares; 2025Q2: 15,325 shares; 2025Q3: 16,994 shares; 2025Q4: 21,246 shares; 2026Q1: 22,309 shares; 2026Q2: 22,949 shares 22,949 $734K 0.01% +640 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 6,222 shares; 2025Q1: 5,400 shares; 2025Q2: 5,728 shares; 2025Q3: 7,578 shares; 2025Q4: 7,665 shares; 2026Q1: 7,729 shares; 2026Q2: 8,015 shares 8,015 $731K 0.01% +286 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,729 shares; 2024Q4: 9,850 shares; 2025Q1: 11,055 shares; 2025Q2: 10,871 shares; 2025Q3: 10,413 shares; 2025Q4: 10,555 shares; 2026Q1: 9,902 shares; 2026Q2: 9,246 shares 9,246 $723K 0.01% -656 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: 11,363 shares; 2024Q4: 11,146 shares; 2025Q1: 7,550 shares; 2025Q2: 8,101 shares; 2025Q3: 8,863 shares; 2025Q4: 9,056 shares; 2026Q1: 9,471 shares; 2026Q2: 9,291 shares 9,291 $716K 0.01% -180 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,039 shares; 2025Q1: 1,987 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares; 2025Q4: 1,997 shares; 2026Q1: 2,000 shares; 2026Q2: 1,972 shares 1,972 $715K 0.01% -28 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,453 shares; 2024Q4: 2,430 shares; 2025Q1: 2,418 shares; 2025Q2: 2,481 shares; 2025Q3: 2,705 shares; 2025Q4: 2,389 shares; 2026Q1: 2,179 shares; 2026Q2: 2,156 shares 2,156 $715K 0.01% -23 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,353 shares; 2024Q4: 2,309 shares; 2025Q1: 2,311 shares; 2025Q2: 2,394 shares; 2025Q3: 2,488 shares; 2025Q4: 2,607 shares; 2026Q1: 2,729 shares; 2026Q2: 2,692 shares 2,692 $703K 0.01% -37 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,393 shares; 2024Q4: 6,674 shares; 2025Q1: 7,292 shares; 2025Q2: 7,990 shares; 2025Q3: 7,783 shares; 2025Q4: 7,400 shares; 2026Q1: 7,454 shares; 2026Q2: 7,328 shares 7,328 $693K 0.01% -126 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,754 shares; 2024Q4: 7,730 shares; 2025Q1: 6,633 shares; 2025Q2: 5,864 shares; 2025Q3: 6,006 shares; 2025Q4: 14,166 shares; 2026Q1: 13,425 shares; 2026Q2: 15,197 shares 15,197 $689K 0.01% +1,772 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,347 shares; 2024Q4: 11,184 shares; 2025Q1: 11,143 shares; 2025Q2: 11,256 shares; 2025Q3: 11,403 shares; 2025Q4: 11,156 shares; 2026Q1: 10,941 shares; 2026Q2: 10,941 shares 10,941 $681K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,290 shares; 2025Q1: 1,209 shares; 2025Q2: 1,162 shares; 2025Q3: 1,093 shares; 2025Q4: 998 shares; 2026Q1: 893 shares; 2026Q2: 896 shares 896 $679K 0.01% +3 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,010 shares; 2025Q3: 7,325 shares; 2025Q4: 6,888 shares; 2026Q1: 9,036 shares; 2026Q2: 6,941 shares 6,941 $677K 0.01% -2,095 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: 9,916 shares; 2024Q4: 10,061 shares; 2025Q1: 16,330 shares; 2025Q2: 15,702 shares; 2025Q3: 15,823 shares; 2025Q4: 15,823 shares; 2026Q1: 15,438 shares; 2026Q2: 16,612 shares 16,612 $673K <0.01% +1,174 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,864 shares; 2025Q4: 18,496 shares; 2026Q1: 18,104 shares; 2026Q2: 14,157 shares 14,157 $665K <0.01% -3,947 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 3,836 shares; 2026Q1: 3,839 shares; 2026Q2: 3,840 shares 3,840 $664K <0.01% +1 Timeline PTF 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: 7,438 shares; 2024Q4: 6,048 shares; 2025Q1: 5,648 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares; 2025Q4: 5,435 shares; 2026Q1: 4,884 shares; 2026Q2: 4,843 shares 4,843 $660K <0.01% -41 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: 7,117 shares; 2024Q4: 7,723 shares; 2025Q1: 8,034 shares; 2025Q2: 7,743 shares; 2025Q3: 8,155 shares; 2025Q4: 8,429 shares; 2026Q1: 8,139 shares; 2026Q2: 6,000 shares 6,000 $659K <0.01% -2,139 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 6,007 shares; 2025Q1: 6,168 shares; 2025Q2: 6,568 shares; 2025Q3: 6,570 shares; 2025Q4: 6,578 shares; 2026Q1: 6,898 shares; 2026Q2: 7,388 shares 7,388 $654K <0.01% +490 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,291 shares; 2025Q1: 1,373 shares; 2025Q2: 1,554 shares; 2025Q3: 1,682 shares; 2025Q4: 1,674 shares; 2026Q1: 1,664 shares; 2026Q2: 1,465 shares 1,465 $653K <0.01% -199 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,470 shares; 2026Q1: 6,563 shares; 2026Q2: 6,982 shares 6,982 $652K <0.01% +419 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,356 shares; 2024Q4: 15,346 shares; 2025Q1: 15,346 shares; 2025Q2: 15,346 shares; 2025Q3: 15,198 shares; 2025Q4: 15,272 shares; 2026Q1: 15,383 shares; 2026Q2: 15,513 shares 15,513 $649K <0.01% +130 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: 3,300 shares; 2024Q4: 4,127 shares; 2025Q1: 4,093 shares; 2025Q2: 5,131 shares; 2025Q3: 4,572 shares; 2025Q4: 3,579 shares; 2026Q1: 5,490 shares; 2026Q2: 5,547 shares 5,547 $648K <0.01% +57 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,621 shares; 2025Q1: 2,396 shares; 2025Q2: 2,152 shares; 2025Q3: 2,293 shares; 2025Q4: 2,327 shares; 2026Q1: 2,153 shares; 2026Q2: 2,161 shares 2,161 $646K <0.01% +8 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,366 shares; 2025Q4: 58,421 shares; 2026Q1: 42,748 shares; 2026Q2: 12,721 shares 12,721 $644K <0.01% -30,027 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,112 shares; 2024Q4: 17,148 shares; 2025Q1: 17,571 shares; 2025Q2: 17,439 shares; 2025Q3: 16,134 shares; 2025Q4: 15,564 shares; 2026Q1: 15,504 shares; 2026Q2: 15,368 shares 15,368 $631K <0.01% -136 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,429 shares; 2024Q4: 3,122 shares; 2025Q1: 2,951 shares; 2025Q2: 3,109 shares; 2025Q3: 3,174 shares; 2025Q4: 3,188 shares; 2026Q1: 3,367 shares; 2026Q2: 4,315 shares 4,315 $631K <0.01% +948 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,555 shares; 2026Q2: 79,984 shares 79,984 $629K <0.01% +16,429 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,987 shares; 2025Q1: 4,092 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 6,111 shares; 2026Q1: 6,111 shares; 2026Q2: 6,160 shares 6,160 $621K <0.01% +49 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: not reported; 2024Q4: 2,862 shares; 2025Q1: 3,256 shares; 2025Q2: 3,976 shares; 2025Q3: 3,710 shares; 2025Q4: 3,972 shares; 2026Q1: 4,352 shares; 2026Q2: 4,538 shares 4,538 $621K <0.01% +186 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,706 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares; 2026Q2: 4,534 shares 4,534 $619K <0.01% -142 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,938 shares; 2025Q2: 5,853 shares; 2025Q3: 4,952 shares; 2025Q4: 7,595 shares; 2026Q1: 9,839 shares; 2026Q2: 10,442 shares 10,442 $616K <0.01% +603 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,213 shares; 2024Q4: 21,213 shares; 2025Q1: 21,273 shares; 2025Q2: 21,395 shares; 2025Q3: 21,416 shares; 2025Q4: 21,097 shares; 2026Q1: 23,328 shares; 2026Q2: 13,627 shares 13,627 $610K <0.01% -9,701 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,684 shares; 2025Q1: 2,227 shares; 2025Q2: 1,698 shares; 2025Q3: 1,941 shares; 2025Q4: 2,073 shares; 2026Q1: 1,951 shares; 2026Q2: 1,766 shares 1,766 $605K <0.01% -185 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 476 shares; 2025Q1: 480 shares; 2025Q2: 564 shares; 2025Q3: 603 shares; 2025Q4: 614 shares; 2026Q1: 601 shares; 2026Q2: 614 shares 614 $600K <0.01% +13 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: 5,454 shares; 2024Q4: 5,919 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 7,476 shares; 2025Q4: 7,793 shares; 2026Q1: 8,291 shares; 2026Q2: 8,001 shares 8,001 $599K <0.01% -290 Timeline