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: 342,124 shares; 2024Q4: 339,682 shares; 2025Q1: 423,033 shares; 2025Q2: 405,367 shares; 2025Q3: 388,301 shares; 2025Q4: 394,965 shares; 2026Q1: 400,629 shares; 2026Q2: 374,687 shares 374,687 $280M 5.27% -25,942 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: 36,528 shares; 2024Q4: 10,311 shares; 2025Q1: 1,737,097 shares; 2025Q2: 1,933,490 shares; 2025Q3: 2,050,726 shares; 2025Q4: 2,109,337 shares; 2026Q1: 2,169,821 shares; 2026Q2: 2,512,956 shares 2,512,956 $238M 4.48% +343,135 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: 675,958 shares; 2024Q4: 657,532 shares; 2025Q1: 628,923 shares; 2025Q2: 609,926 shares; 2025Q3: 640,733 shares; 2025Q4: 654,138 shares; 2026Q1: 639,342 shares; 2026Q2: 662,859 shares 662,859 $192M 3.62% +23,517 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: 190,913 shares; 2024Q4: 196,094 shares; 2025Q1: 188,890 shares; 2025Q2: 190,788 shares; 2025Q3: 216,639 shares; 2025Q4: 213,258 shares; 2026Q1: 206,628 shares; 2026Q2: 209,128 shares 209,128 $157M 2.95% +2,500 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: 213,447 shares; 2024Q4: 207,017 shares; 2025Q1: 203,547 shares; 2025Q2: 203,096 shares; 2025Q3: 206,869 shares; 2025Q4: 210,651 shares; 2026Q1: 214,305 shares; 2026Q2: 216,080 shares 216,080 $108M 2.04% +1,775 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: 8,654 shares; 2024Q4: 7,406 shares; 2025Q1: 845,889 shares; 2025Q2: 869,949 shares; 2025Q3: 1,009,428 shares; 2025Q4: 1,008,955 shares; 2026Q1: 1,022,493 shares; 2026Q2: 1,052,850 shares 1,052,850 $106M 2% +30,357 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: 211,914 shares; 2024Q4: 209,238 shares; 2025Q1: 227,547 shares; 2025Q2: 219,039 shares; 2025Q3: 213,462 shares; 2025Q4: 223,534 shares; 2026Q1: 241,144 shares; 2026Q2: 247,016 shares 247,016 $92.1M 1.74% +5,872 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: 61,563 shares; 2024Q4: 63,444 shares; 2025Q1: 63,463 shares; 2025Q2: 63,791 shares; 2025Q3: 65,754 shares; 2025Q4: 65,809 shares; 2026Q1: 68,302 shares; 2026Q2: 68,768 shares 68,768 $82.5M 1.55% +466 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,423 shares; 2024Q4: 88,889 shares; 2025Q1: 80,010 shares; 2025Q2: 87,486 shares; 2025Q3: 91,390 shares; 2025Q4: 94,448 shares; 2026Q1: 107,272 shares; 2026Q2: 119,493 shares 119,493 $82.1M 1.55% +12,221 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: 335,829 shares; 2024Q4: 311,334 shares; 2025Q1: 302,732 shares; 2025Q2: 308,321 shares; 2025Q3: 339,716 shares; 2025Q4: 347,535 shares; 2026Q1: 345,018 shares; 2026Q2: 403,366 shares 403,366 $80.7M 1.52% +58,348 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: 714,349 shares; 2024Q4: 699,817 shares; 2025Q1: 712,469 shares; 2025Q2: 728,718 shares; 2025Q3: 739,114 shares; 2025Q4: 782,065 shares; 2026Q1: 830,644 shares; 2026Q2: 878,870 shares 878,870 $62.6M 1.18% +48,226 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: 207,768 shares; 2024Q4: 195,008 shares; 2025Q1: 201,116 shares; 2025Q2: 202,706 shares; 2025Q3: 221,317 shares; 2025Q4: 219,890 shares; 2026Q1: 225,018 shares; 2026Q2: 232,042 shares 232,042 $55.3M 1.04% +7,024 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: 90,777 shares; 2024Q4: 93,110 shares; 2025Q1: 56,603 shares; 2025Q2: 62,515 shares; 2025Q3: 67,238 shares; 2025Q4: 68,638 shares; 2026Q1: 78,030 shares; 2026Q2: 68,865 shares 68,865 $50.7M 0.96% -9,165 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: 121,855 shares; 2024Q4: 115,959 shares; 2025Q1: 117,219 shares; 2025Q2: 130,271 shares; 2025Q3: 131,036 shares; 2025Q4: 130,160 shares; 2026Q1: 131,634 shares; 2026Q2: 134,687 shares 134,687 $47.6M 0.9% +3,053 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: 156,500 shares; 2024Q4: 140,017 shares; 2025Q1: 134,519 shares; 2025Q2: 127,376 shares; 2025Q3: 136,499 shares; 2025Q4: 138,362 shares; 2026Q1: 124,316 shares; 2026Q2: 124,373 shares 124,373 $44.4M 0.84% +57 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: 8,268 shares; 2024Q4: 11,587 shares; 2025Q1: 15,442 shares; 2025Q2: 14,319 shares; 2025Q3: 14,432 shares; 2025Q4: 14,192 shares; 2026Q1: 16,452 shares; 2026Q2: 381,442 shares 381,442 $38.5M 0.72% +364,990 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: 386,226 shares; 2024Q4: 384,510 shares; 2025Q1: 511,526 shares; 2025Q2: 524,429 shares; 2025Q3: 526,505 shares; 2025Q4: 567,270 shares; 2026Q1: 601,281 shares; 2026Q2: 636,758 shares 636,758 $38M 0.72% +35,477 Timeline PYLD 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: 184,699 shares; 2024Q4: 206,700 shares; 2025Q1: 304,143 shares; 2025Q2: 382,473 shares; 2025Q3: 502,587 shares; 2025Q4: 594,973 shares; 2026Q1: 1,208,360 shares; 2026Q2: 1,291,743 shares 1,291,743 $34.3M 0.65% +83,383 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: 149,393 shares; 2024Q4: 147,533 shares; 2025Q1: 149,403 shares; 2025Q2: 163,330 shares; 2025Q3: 197,711 shares; 2025Q4: 197,082 shares; 2026Q1: 198,049 shares; 2026Q2: 214,503 shares 214,503 $33.9M 0.64% +16,454 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: 102,308 shares; 2024Q4: 98,395 shares; 2025Q1: 83,040 shares; 2025Q2: 87,117 shares; 2025Q3: 86,592 shares; 2025Q4: 89,637 shares; 2026Q1: 87,484 shares; 2026Q2: 89,671 shares 89,671 $33.2M 0.63% +2,187 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: 114,836 shares; 2024Q4: 106,741 shares; 2025Q1: 124,895 shares; 2025Q2: 126,242 shares; 2025Q3: 124,257 shares; 2025Q4: 125,729 shares; 2026Q1: 128,253 shares; 2026Q2: 151,081 shares 151,081 $32.9M 0.62% +22,828 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: 105,932 shares; 2024Q4: 97,621 shares; 2025Q1: 95,935 shares; 2025Q2: 95,090 shares; 2025Q3: 99,334 shares; 2025Q4: 98,604 shares; 2026Q1: 98,272 shares; 2026Q2: 99,030 shares 99,030 $32.4M 0.61% +758 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: 44,114 shares; 2024Q4: 43,050 shares; 2025Q1: 42,556 shares; 2025Q2: 44,076 shares; 2025Q3: 48,478 shares; 2025Q4: 51,264 shares; 2026Q1: 53,625 shares; 2026Q2: 54,791 shares 54,791 $30.9M 0.58% +1,166 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,517 shares; 2024Q4: 32,771 shares; 2025Q1: 31,613 shares; 2025Q2: 31,281 shares; 2025Q3: 432,054 shares; 2025Q4: 419,512 shares; 2026Q1: 577,520 shares; 2026Q2: 579,032 shares 579,032 $28.7M 0.54% +1,512 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: 452,267 shares; 2024Q4: 474,189 shares; 2025Q1: 471,350 shares; 2025Q2: 468,471 shares; 2025Q3: 468,789 shares; 2025Q4: 492,663 shares; 2026Q1: 492,702 shares; 2026Q2: 492,733 shares 492,733 $28.5M 0.54% +31 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: 63,762 shares; 2024Q4: 57,334 shares; 2025Q1: 61,184 shares; 2025Q2: 62,219 shares; 2025Q3: 69,204 shares; 2025Q4: 69,938 shares; 2026Q1: 72,222 shares; 2026Q2: 74,972 shares 74,972 $28.3M 0.53% +2,750 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: 122,899 shares; 2024Q4: 124,759 shares; 2025Q1: 124,300 shares; 2025Q2: 122,393 shares; 2025Q3: 119,433 shares; 2025Q4: 120,240 shares; 2026Q1: 117,601 shares; 2026Q2: 119,559 shares 119,559 $28.3M 0.53% +1,958 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351,795 shares; 2025Q4: 331,717 shares; 2026Q1: 484,461 shares; 2026Q2: 479,040 shares 479,040 $28.3M 0.53% -5,421 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: 251,236 shares; 2024Q4: 250,080 shares; 2025Q1: 479,405 shares; 2025Q2: 490,577 shares; 2025Q3: 446,128 shares; 2025Q4: 380,353 shares; 2026Q1: 338,060 shares; 2026Q2: 307,585 shares 307,585 $28.2M 0.53% -30,475 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: 44,439 shares; 2024Q4: 50,563 shares; 2025Q1: 55,704 shares; 2025Q2: 58,805 shares; 2025Q3: 65,413 shares; 2025Q4: 66,040 shares; 2026Q1: 54,332 shares; 2026Q2: 47,669 shares 47,669 $27.7M 0.52% -6,663 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: 8,437 shares; 2024Q4: 8,233 shares; 2025Q1: 10,146 shares; 2025Q2: 15,613 shares; 2025Q3: 15,341 shares; 2025Q4: 15,429 shares; 2026Q1: 23,028 shares; 2026Q2: 23,601 shares 23,601 $27.2M 0.51% +573 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: 46,953 shares; 2024Q4: 48,739 shares; 2025Q1: 53,381 shares; 2025Q2: 55,080 shares; 2025Q3: 60,209 shares; 2025Q4: 59,737 shares; 2026Q1: 59,084 shares; 2026Q2: 63,311 shares 63,311 $26.6M 0.5% +4,227 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,771 shares; 2024Q4: 86,177 shares; 2025Q1: 177,053 shares; 2025Q2: 194,888 shares; 2025Q3: 226,849 shares; 2025Q4: 235,209 shares; 2026Q1: 405,666 shares; 2026Q2: 503,868 shares 503,868 $24.8M 0.47% +98,202 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: 639,541 shares; 2024Q4: 646,228 shares; 2025Q1: 725,674 shares; 2025Q2: 737,503 shares; 2025Q3: 731,202 shares; 2025Q4: 714,694 shares; 2026Q1: 721,158 shares; 2026Q2: 724,892 shares 724,892 $24.5M 0.46% +3,734 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,472 shares; 2024Q4: 249,801 shares; 2025Q1: 230,424 shares; 2025Q2: 262,224 shares; 2025Q3: 33,816 shares; 2025Q4: 37,111 shares; 2026Q1: 36,048 shares; 2026Q2: 466,052 shares 466,052 $23.8M 0.45% +430,004 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: 15,862 shares; 2024Q4: 15,632 shares; 2025Q1: 16,965 shares; 2025Q2: 18,108 shares; 2025Q3: 19,626 shares; 2025Q4: 20,117 shares; 2026Q1: 23,827 shares; 2026Q2: 24,136 shares 24,136 $22.6M 0.43% +309 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: 18,901 shares; 2024Q4: 17,600 shares; 2025Q1: 20,090 shares; 2025Q2: 19,603 shares; 2025Q3: 18,255 shares; 2025Q4: 17,954 shares; 2026Q1: 19,321 shares; 2026Q2: 20,683 shares 20,683 $22M 0.42% +1,362 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: 575,894 shares; 2024Q4: 589,523 shares; 2025Q1: 594,324 shares; 2025Q2: 601,228 shares; 2025Q3: 606,334 shares; 2025Q4: 599,323 shares; 2026Q1: 556,876 shares; 2026Q2: 606,554 shares 606,554 $21.1M 0.4% +49,678 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,974 shares; 2024Q4: 290,445 shares; 2025Q1: 301,161 shares; 2025Q2: 299,748 shares; 2025Q3: 344,002 shares; 2025Q4: 357,640 shares; 2026Q1: 444,740 shares; 2026Q2: 434,672 shares 434,672 $20.4M 0.38% -10,068 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,621 shares; 2024Q4: 286,043 shares; 2025Q1: 308,813 shares; 2025Q2: 305,344 shares; 2025Q3: 313,838 shares; 2025Q4: 298,086 shares; 2026Q1: 289,985 shares; 2026Q2: 284,713 shares 284,713 $19.4M 0.36% -5,272 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: 234,178 shares; 2024Q4: 208,052 shares; 2025Q1: 210,995 shares; 2025Q2: 228,141 shares; 2025Q3: 238,793 shares; 2025Q4: 237,661 shares; 2026Q1: 244,406 shares; 2026Q2: 255,329 shares 255,329 $19.4M 0.36% +10,923 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: 67,923 shares; 2024Q4: 68,904 shares; 2025Q1: 62,641 shares; 2025Q2: 62,938 shares; 2025Q3: 58,541 shares; 2025Q4: 117,439 shares; 2026Q1: 108,271 shares; 2026Q2: 99,907 shares 99,907 $19M 0.36% -8,364 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: 42,442 shares; 2024Q4: 37,586 shares; 2025Q1: 33,102 shares; 2025Q2: 32,618 shares; 2025Q3: 32,634 shares; 2025Q4: 33,714 shares; 2026Q1: 36,128 shares; 2026Q2: 220,685 shares 220,685 $19M 0.36% +184,557 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,751 shares; 2024Q4: 66,029 shares; 2025Q1: 166,203 shares; 2025Q2: 232,410 shares; 2025Q3: 393,880 shares; 2025Q4: 413,560 shares; 2026Q1: 513,200 shares; 2026Q2: 399,796 shares 399,796 $18.9M 0.36% -113,404 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: 3,342 shares; 2024Q4: 8,841 shares; 2025Q1: 16,250 shares; 2025Q2: 25,139 shares; 2025Q3: 36,222 shares; 2025Q4: 34,528 shares; 2026Q1: 28,356 shares; 2026Q2: 28,220 shares 28,220 $18.5M 0.35% -136 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: 138,156 shares; 2024Q4: 141,418 shares; 2025Q1: 129,438 shares; 2025Q2: 137,853 shares; 2025Q3: 138,992 shares; 2025Q4: 136,417 shares; 2026Q1: 139,521 shares; 2026Q2: 132,619 shares 132,619 $18.2M 0.34% -6,902 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: 11,399 shares; 2024Q4: 10,955 shares; 2025Q1: 24,762 shares; 2025Q2: 23,269 shares; 2025Q3: 24,946 shares; 2025Q4: 19,034 shares; 2026Q1: 19,647 shares; 2026Q2: 151,059 shares 151,059 $18.1M 0.34% +131,412 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: 220,143 shares; 2024Q4: 206,100 shares; 2025Q1: 238,765 shares; 2025Q2: 219,566 shares; 2025Q3: 212,276 shares; 2025Q4: 193,974 shares; 2026Q1: 180,725 shares; 2026Q2: 205,218 shares 205,218 $18M 0.34% +24,493 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,061 shares; 2024Q4: 221,914 shares; 2025Q1: 227,969 shares; 2025Q2: 230,000 shares; 2025Q3: 224,997 shares; 2025Q4: 234,209 shares; 2026Q1: 234,310 shares; 2026Q2: 246,758 shares 246,758 $17.8M 0.34% +12,448 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,972 shares; 2024Q4: 299,758 shares; 2025Q1: 299,308 shares; 2025Q2: 301,818 shares; 2025Q3: 327,383 shares; 2025Q4: 340,395 shares; 2026Q1: 362,082 shares; 2026Q2: 364,811 shares 364,811 $17.4M 0.33% +2,729 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: 228,910 shares; 2024Q4: 189,527 shares; 2025Q1: 152,113 shares; 2025Q2: 153,094 shares; 2025Q3: 154,409 shares; 2025Q4: 147,823 shares; 2026Q1: 152,164 shares; 2026Q2: 146,478 shares 146,478 $17.2M 0.32% -5,686 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,823 shares; 2024Q4: 120,845 shares; 2025Q1: 130,443 shares; 2025Q2: 132,456 shares; 2025Q3: 122,636 shares; 2025Q4: 122,833 shares; 2026Q1: 129,055 shares; 2026Q2: 128,782 shares 128,782 $16.3M 0.31% -273 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: 643,301 shares; 2024Q4: 635,877 shares; 2025Q1: 641,700 shares; 2025Q2: 647,225 shares; 2025Q3: 683,383 shares; 2025Q4: 690,824 shares; 2026Q1: 687,811 shares; 2026Q2: 683,806 shares 683,806 $15.8M 0.3% -4,005 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,254 shares; 2024Q4: 15,615 shares; 2025Q1: 146,223 shares; 2025Q2: 193,476 shares; 2025Q3: 212,062 shares; 2025Q4: 222,521 shares; 2026Q1: 316,940 shares; 2026Q2: 352,983 shares 352,983 $15.7M 0.3% +36,043 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: 88,549 shares; 2024Q4: 84,587 shares; 2025Q1: 82,701 shares; 2025Q2: 88,759 shares; 2025Q3: 90,441 shares; 2025Q4: 91,883 shares; 2026Q1: 92,784 shares; 2026Q2: 92,995 shares 92,995 $15.4M 0.29% +211 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: 9,730 shares; 2024Q4: 8,723 shares; 2025Q1: 4,117 shares; 2025Q2: 9,334 shares; 2025Q3: 44,368 shares; 2025Q4: 46,690 shares; 2026Q1: 52,631 shares; 2026Q2: 53,844 shares 53,844 $15.4M 0.29% +1,213 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: 87,006 shares; 2024Q4: 94,921 shares; 2025Q1: 107,682 shares; 2025Q2: 116,529 shares; 2025Q3: 119,256 shares; 2025Q4: 103,311 shares; 2026Q1: 109,925 shares; 2026Q2: 119,611 shares 119,611 $15.3M 0.29% +9,686 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: 48,110 shares; 2024Q4: 45,910 shares; 2025Q1: 43,894 shares; 2025Q2: 43,542 shares; 2025Q3: 44,828 shares; 2025Q4: 44,129 shares; 2026Q1: 43,428 shares; 2026Q2: 43,732 shares 43,732 $15M 0.28% +304 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: 26,992 shares; 2024Q4: 26,889 shares; 2025Q1: 23,620 shares; 2025Q2: 21,595 shares; 2025Q3: 21,718 shares; 2025Q4: 22,664 shares; 2026Q1: 25,933 shares; 2026Q2: 178,969 shares 178,969 $14.8M 0.28% +153,036 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,991 shares; 2024Q4: 35,010 shares; 2025Q1: 55,938 shares; 2025Q2: 134,235 shares; 2025Q3: 244,247 shares; 2025Q4: 248,690 shares; 2026Q1: 277,048 shares; 2026Q2: 293,071 shares 293,071 $14.7M 0.28% +16,023 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,235 shares; 2024Q4: 102,719 shares; 2025Q1: 104,245 shares; 2025Q2: 120,853 shares; 2025Q3: 144,727 shares; 2025Q4: 154,807 shares; 2026Q1: 158,614 shares; 2026Q2: 161,395 shares 161,395 $14.5M 0.27% +2,781 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,023 shares; 2024Q4: 61,253 shares; 2025Q1: 60,046 shares; 2025Q2: 56,931 shares; 2025Q3: 56,255 shares; 2025Q4: 56,614 shares; 2026Q1: 55,374 shares; 2026Q2: 56,927 shares 56,927 $14.5M 0.27% +1,553 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: 543,921 shares; 2024Q4: 564,980 shares; 2025Q1: 547,828 shares; 2025Q2: 535,985 shares; 2025Q3: 519,775 shares; 2025Q4: 494,351 shares; 2026Q1: 467,230 shares; 2026Q2: 452,686 shares 452,686 $14.4M 0.27% -14,544 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: 54,794 shares; 2024Q4: 52,228 shares; 2025Q1: 51,851 shares; 2025Q2: 51,401 shares; 2025Q3: 51,195 shares; 2025Q4: 52,398 shares; 2026Q1: 54,032 shares; 2026Q2: 57,940 shares 57,940 $14.3M 0.27% +3,908 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: 103,220 shares; 2024Q4: 99,714 shares; 2025Q1: 103,917 shares; 2025Q2: 103,794 shares; 2025Q3: 109,742 shares; 2025Q4: 103,669 shares; 2026Q1: 105,555 shares; 2026Q2: 103,861 shares 103,861 $14.2M 0.27% -1,694 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: 167,502 shares; 2024Q4: 194,173 shares; 2025Q1: 141,190 shares; 2025Q2: 123,904 shares; 2025Q3: 116,494 shares; 2025Q4: 110,379 shares; 2026Q1: 110,860 shares; 2026Q2: 99,837 shares 99,837 $13.9M 0.26% -11,023 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: 50,766 shares; 2024Q4: 44,598 shares; 2025Q1: 46,643 shares; 2025Q2: 48,656 shares; 2025Q3: 52,606 shares; 2025Q4: 56,300 shares; 2026Q1: 61,292 shares; 2026Q2: 61,178 shares 61,178 $13.9M 0.26% -114 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: 140,842 shares; 2024Q4: 114,760 shares; 2025Q1: 126,771 shares; 2025Q2: 124,832 shares; 2025Q3: 123,657 shares; 2025Q4: 123,388 shares; 2026Q1: 142,124 shares; 2026Q2: 122,229 shares 122,229 $13.8M 0.26% -19,895 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,188 shares; 2024Q4: 170,734 shares; 2025Q1: 187,185 shares; 2025Q2: 201,002 shares; 2025Q3: 123,489 shares; 2025Q4: 135,201 shares; 2026Q1: 431,963 shares; 2026Q2: 266,461 shares 266,461 $13.5M 0.25% -165,502 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,998 shares; 2024Q4: 183,911 shares; 2025Q1: 194,672 shares; 2025Q2: 199,053 shares; 2025Q3: 215,643 shares; 2025Q4: 217,378 shares; 2026Q1: 232,087 shares; 2026Q2: 246,563 shares 246,563 $13M 0.24% +14,476 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,735 shares; 2024Q4: 197,658 shares; 2025Q1: 197,572 shares; 2025Q2: 218,111 shares; 2025Q3: 215,320 shares; 2025Q4: 223,157 shares; 2026Q1: 248,385 shares; 2026Q2: 265,137 shares 265,137 $12.8M 0.24% +16,752 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: 71,922 shares; 2024Q4: 69,747 shares; 2025Q1: 196,159 shares; 2025Q2: 200,660 shares; 2025Q3: 208,665 shares; 2025Q4: 217,111 shares; 2026Q1: 228,669 shares; 2026Q2: 254,494 shares 254,494 $12.8M 0.24% +25,825 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: 25,605 shares; 2024Q4: 23,316 shares; 2025Q1: 18,870 shares; 2025Q2: 22,664 shares; 2025Q3: 28,666 shares; 2025Q4: 33,827 shares; 2026Q1: 37,358 shares; 2026Q2: 34,376 shares 34,376 $12.7M 0.24% -2,982 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,533 shares; 2024Q4: 495,038 shares; 2025Q1: 490,378 shares; 2025Q2: 482,686 shares; 2025Q3: 500,932 shares; 2025Q4: 496,370 shares; 2026Q1: 512,067 shares; 2026Q2: 547,062 shares 547,062 $12.2M 0.23% +34,995 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: 133,647 shares; 2024Q4: 122,216 shares; 2025Q1: 121,084 shares; 2025Q2: 136,460 shares; 2025Q3: 134,697 shares; 2025Q4: 139,776 shares; 2026Q1: 151,470 shares; 2026Q2: 155,476 shares 155,476 $12.1M 0.23% +4,006 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,819 shares; 2024Q4: 138,814 shares; 2025Q1: 142,966 shares; 2025Q2: 152,642 shares; 2025Q3: 154,829 shares; 2025Q4: 203,887 shares; 2026Q1: 244,635 shares; 2026Q2: 257,677 shares 257,677 $12.1M 0.23% +13,042 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: 9,590,971 shares; 2024Q4: 11,332,555 shares; 2025Q1: 335,722 shares; 2025Q2: 309,453 shares; 2025Q3: 303,460 shares; 2025Q4: 509,904 shares; 2026Q1: 613,008 shares; 2026Q2: 521,849 shares 521,849 $11.9M 0.22% -91,159 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: 29,049 shares; 2024Q4: 42,022 shares; 2025Q1: 52,266 shares; 2025Q2: 62,861 shares; 2025Q3: 89,815 shares; 2025Q4: 85,217 shares; 2026Q1: 85,965 shares; 2026Q2: 100,790 shares 100,790 $11.8M 0.22% +14,825 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,901 shares; 2024Q4: 284,347 shares; 2025Q1: 219,346 shares; 2025Q2: 240,868 shares; 2025Q3: 188,122 shares; 2025Q4: 211,746 shares; 2026Q1: 302,280 shares; 2026Q2: 233,794 shares 233,794 $11.6M 0.22% -68,486 Timeline KBWP 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: 70,390 shares; 2024Q4: 69,800 shares; 2025Q1: 71,620 shares; 2025Q2: 78,757 shares; 2025Q3: 85,161 shares; 2025Q4: 89,150 shares; 2026Q1: 92,291 shares; 2026Q2: 90,674 shares 90,674 $11.5M 0.22% -1,617 Timeline MISL 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: 206,472 shares; 2024Q4: 214,888 shares; 2025Q1: 213,020 shares; 2025Q2: 220,940 shares; 2025Q3: 226,450 shares; 2025Q4: 232,220 shares; 2026Q1: 239,548 shares; 2026Q2: 249,563 shares 249,563 $11.4M 0.22% +10,015 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: 65,061 shares; 2024Q4: 60,070 shares; 2025Q1: 62,298 shares; 2025Q2: 75,674 shares; 2025Q3: 83,142 shares; 2025Q4: 88,637 shares; 2026Q1: 89,447 shares; 2026Q2: 136,453 shares 136,453 $11.3M 0.21% +47,006 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: 14,723 shares; 2024Q4: 14,396 shares; 2025Q1: 14,383 shares; 2025Q2: 14,498 shares; 2025Q3: 14,285 shares; 2025Q4: 141,659 shares; 2026Q1: 168,749 shares; 2026Q2: 157,985 shares 157,985 $11.3M 0.21% -10,764 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: 56,990 shares; 2024Q4: 62,944 shares; 2025Q1: 64,774 shares; 2025Q2: 71,685 shares; 2025Q3: 76,229 shares; 2025Q4: 78,853 shares; 2026Q1: 84,382 shares; 2026Q2: 89,194 shares 89,194 $11.1M 0.21% +4,812 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: 8,429 shares; 2024Q4: 7,412 shares; 2025Q1: 9,077 shares; 2025Q2: 9,078 shares; 2025Q3: 17,871 shares; 2025Q4: 18,276 shares; 2026Q1: 21,832 shares; 2026Q2: 22,886 shares 22,886 $10.9M 0.21% +1,054 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: 104,670 shares; 2024Q4: 113,823 shares; 2025Q1: 127,218 shares; 2025Q2: 124,320 shares; 2025Q3: 125,933 shares; 2025Q4: 125,146 shares; 2026Q1: 124,903 shares; 2026Q2: 123,719 shares 123,719 $10.9M 0.21% -1,184 Timeline FESM 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: 159,318 shares; 2025Q4: 161,973 shares; 2026Q1: 212,154 shares; 2026Q2: 223,920 shares 223,920 $10.8M 0.2% +11,766 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: 15,049 shares; 2024Q4: 14,599 shares; 2025Q1: 14,380 shares; 2025Q2: 44,612 shares; 2025Q3: 53,965 shares; 2025Q4: 55,524 shares; 2026Q1: 106,182 shares; 2026Q2: 129,652 shares 129,652 $10.7M 0.2% +23,470 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,499 shares; 2024Q4: 125,584 shares; 2025Q1: 117,001 shares; 2025Q2: 123,119 shares; 2025Q3: 128,118 shares; 2025Q4: 128,825 shares; 2026Q1: 130,566 shares; 2026Q2: 133,974 shares 133,974 $10.7M 0.2% +3,408 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: 117,686 shares; 2024Q4: 115,516 shares; 2025Q1: 115,706 shares; 2025Q2: 137,936 shares; 2025Q3: 138,448 shares; 2025Q4: 138,255 shares; 2026Q1: 138,386 shares; 2026Q2: 142,699 shares 142,699 $10.5M 0.2% +4,313 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: 37,826 shares; 2024Q4: 38,184 shares; 2025Q1: 28,443 shares; 2025Q2: 29,777 shares; 2025Q3: 31,749 shares; 2025Q4: 32,049 shares; 2026Q1: 35,546 shares; 2026Q2: 37,074 shares 37,074 $10.4M 0.2% +1,528 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,377 shares; 2024Q4: 164,761 shares; 2025Q1: 172,898 shares; 2025Q2: 180,782 shares; 2025Q3: 198,980 shares; 2025Q4: 204,252 shares; 2026Q1: 214,058 shares; 2026Q2: 245,013 shares 245,013 $10.4M 0.2% +30,955 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,434 shares; 2024Q4: 244,512 shares; 2025Q1: 248,451 shares; 2025Q2: 258,748 shares; 2025Q3: 244,552 shares; 2025Q4: 284,038 shares; 2026Q1: 250,053 shares; 2026Q2: 297,538 shares 297,538 $10.2M 0.19% +47,485 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: 27,297 shares; 2024Q4: 22,551 shares; 2025Q1: 21,502 shares; 2025Q2: 23,853 shares; 2025Q3: 26,419 shares; 2025Q4: 27,353 shares; 2026Q1: 29,768 shares; 2026Q2: 33,920 shares 33,920 $10.2M 0.19% +4,152 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: 24,940 shares; 2024Q4: 25,413 shares; 2025Q1: 76,009 shares; 2025Q2: 86,082 shares; 2025Q3: 87,333 shares; 2025Q4: 86,569 shares; 2026Q1: 82,372 shares; 2026Q2: 85,532 shares 85,532 $10.2M 0.19% +3,160 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: 20,517 shares; 2024Q4: 18,846 shares; 2025Q1: 18,458 shares; 2025Q2: 22,894 shares; 2025Q3: 25,154 shares; 2025Q4: 24,413 shares; 2026Q1: 33,487 shares; 2026Q2: 126,378 shares 126,378 $10.2M 0.19% +92,891 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,362 shares; 2024Q4: 233,784 shares; 2025Q1: 225,229 shares; 2025Q2: 256,968 shares; 2025Q3: 248,211 shares; 2025Q4: 255,934 shares; 2026Q1: 229,316 shares; 2026Q2: 200,888 shares 200,888 $10.2M 0.19% -28,428 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: 31,081 shares; 2024Q4: 29,260 shares; 2025Q1: 24,872 shares; 2025Q2: 26,242 shares; 2025Q3: 26,670 shares; 2025Q4: 28,829 shares; 2026Q1: 29,037 shares; 2026Q2: 28,784 shares 28,784 $10.2M 0.19% -253 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,813 shares; 2024Q4: 373,129 shares; 2025Q1: 384,034 shares; 2025Q2: 409,092 shares; 2025Q3: 423,899 shares; 2025Q4: 428,919 shares; 2026Q1: 425,562 shares; 2026Q2: 418,587 shares 418,587 $10.1M 0.19% -6,975 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: 86,823 shares; 2024Q4: 85,347 shares; 2025Q1: 85,037 shares; 2025Q2: 82,504 shares; 2025Q3: 77,966 shares; 2025Q4: 78,853 shares; 2026Q1: 77,619 shares; 2026Q2: 78,606 shares 78,606 $10.1M 0.19% +987 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: 7,120 shares; 2024Q4: 7,220 shares; 2025Q1: 6,643 shares; 2025Q2: 27,880 shares; 2025Q3: 29,874 shares; 2025Q4: 28,311 shares; 2026Q1: 27,389 shares; 2026Q2: 32,249 shares 32,249 $9.77M 0.18% +4,860 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: 130,118 shares; 2024Q4: 119,969 shares; 2025Q1: 107,558 shares; 2025Q2: 112,196 shares; 2025Q3: 114,428 shares; 2025Q4: 117,998 shares; 2026Q1: 123,032 shares; 2026Q2: 135,087 shares 135,087 $9.72M 0.18% +12,055 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,386 shares; 2024Q4: 77,463 shares; 2025Q1: 126,524 shares; 2025Q2: 155,606 shares; 2025Q3: 162,432 shares; 2025Q4: 168,155 shares; 2026Q1: 170,941 shares; 2026Q2: 210,670 shares 210,670 $9.7M 0.18% +39,729 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: 7,981 shares; 2024Q4: 9,166 shares; 2025Q1: 8,285 shares; 2025Q2: 26,610 shares; 2025Q3: 27,984 shares; 2025Q4: 31,098 shares; 2026Q1: 33,042 shares; 2026Q2: 61,627 shares 61,627 $9.67M 0.18% +28,585 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: 22,783 shares; 2024Q4: 30,439 shares; 2025Q1: 27,927 shares; 2025Q2: 34,151 shares; 2025Q3: 35,096 shares; 2025Q4: 35,360 shares; 2026Q1: 30,620 shares; 2026Q2: 31,479 shares 31,479 $9.54M 0.18% +859 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: 197,616 shares; 2024Q4: 170,481 shares; 2025Q1: 230,386 shares; 2025Q2: 243,925 shares; 2025Q3: 258,575 shares; 2025Q4: 233,293 shares; 2026Q1: 229,398 shares; 2026Q2: 185,715 shares 185,715 $9.38M 0.18% -43,683 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: 17,707 shares; 2024Q4: 16,841 shares; 2025Q1: 72,717 shares; 2025Q2: 71,551 shares; 2025Q3: 72,311 shares; 2025Q4: 71,199 shares; 2026Q1: 76,144 shares; 2026Q2: 77,941 shares 77,941 $9.27M 0.17% +1,797 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: 24,310 shares; 2025Q2: 32,411 shares; 2025Q3: 47,307 shares; 2025Q4: 186,000 shares; 2026Q1: 206,879 shares; 2026Q2: 175,763 shares 175,763 $9.27M 0.17% -31,116 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: 19,301 shares; 2024Q4: 19,093 shares; 2025Q1: 19,198 shares; 2025Q2: 19,192 shares; 2025Q3: 19,086 shares; 2025Q4: 18,736 shares; 2026Q1: 18,680 shares; 2026Q2: 73,812 shares 73,812 $9.17M 0.17% +55,132 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: 28,865 shares; 2024Q4: 37,455 shares; 2025Q1: 59,039 shares; 2025Q2: 70,354 shares; 2025Q3: 107,115 shares; 2025Q4: 89,101 shares; 2026Q1: 80,052 shares; 2026Q2: 83,234 shares 83,234 $8.95M 0.17% +3,182 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: 51,398 shares; 2024Q4: 63,108 shares; 2025Q1: 59,401 shares; 2025Q2: 57,638 shares; 2025Q3: 74,471 shares; 2025Q4: 69,689 shares; 2026Q1: 63,360 shares; 2026Q2: 76,392 shares 76,392 $8.91M 0.17% +13,032 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 313,134 shares 313,134 $8.78M 0.17% 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: 54,085 shares; 2024Q4: 51,440 shares; 2025Q1: 57,015 shares; 2025Q2: 50,608 shares; 2025Q3: 50,252 shares; 2025Q4: 52,899 shares; 2026Q1: 57,379 shares; 2026Q2: 59,829 shares 59,829 $8.77M 0.17% +2,450 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,977 shares; 2024Q4: 39,150 shares; 2025Q1: 152,399 shares; 2025Q2: 155,464 shares; 2025Q3: 160,377 shares; 2025Q4: 159,072 shares; 2026Q1: 249,946 shares; 2026Q2: 192,741 shares 192,741 $8.77M 0.17% -57,205 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: 30,570 shares; 2024Q4: 43,987 shares; 2025Q1: 24,854 shares; 2025Q2: 24,583 shares; 2025Q3: 25,284 shares; 2025Q4: 28,107 shares; 2026Q1: 37,406 shares; 2026Q2: 40,777 shares 40,777 $8.68M 0.16% +3,371 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,918 shares; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307,576 shares; 2025Q4: 311,226 shares; 2026Q1: 333,037 shares; 2026Q2: 368,107 shares 368,107 $8.65M 0.16% +35,070 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,853 shares; 2024Q4: 428,803 shares; 2025Q1: 456,873 shares; 2025Q2: 442,043 shares; 2025Q3: 449,410 shares; 2025Q4: 373,072 shares; 2026Q1: 373,258 shares; 2026Q2: 266,497 shares 266,497 $8.63M 0.16% -106,761 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,933 shares; 2024Q4: 145,952 shares; 2025Q1: 150,371 shares; 2025Q2: 174,876 shares; 2025Q3: 723,719 shares; 2025Q4: 914,056 shares; 2026Q1: 888,676 shares; 2026Q2: 162,056 shares 162,056 $8.62M 0.16% -726,620 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,529 shares; 2026Q2: 244,505 shares 244,505 $8.6M 0.16% +21,976 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: 24,920 shares; 2024Q4: 23,823 shares; 2025Q1: 112,749 shares; 2025Q2: 119,455 shares; 2025Q3: 122,835 shares; 2025Q4: 123,997 shares; 2026Q1: 130,427 shares; 2026Q2: 141,243 shares 141,243 $8.59M 0.16% +10,816 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: 40,387 shares; 2024Q4: 33,950 shares; 2025Q1: 33,904 shares; 2025Q2: 34,813 shares; 2025Q3: 33,747 shares; 2025Q4: 34,452 shares; 2026Q1: 31,724 shares; 2026Q2: 33,603 shares 33,603 $8.46M 0.16% +1,879 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: 66,611 shares; 2024Q4: 65,245 shares; 2025Q1: 63,203 shares; 2025Q2: 56,985 shares; 2025Q3: 54,321 shares; 2025Q4: 58,245 shares; 2026Q1: 55,240 shares; 2026Q2: 57,288 shares 57,288 $8.4M 0.16% +2,048 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: 64,750 shares; 2024Q4: 62,362 shares; 2025Q1: 60,217 shares; 2025Q2: 62,114 shares; 2025Q3: 60,779 shares; 2025Q4: 60,621 shares; 2026Q1: 55,941 shares; 2026Q2: 53,630 shares 53,630 $8.38M 0.16% -2,311 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: 226,899 shares; 2024Q4: 232,168 shares; 2025Q1: 233,482 shares; 2025Q2: 274,627 shares; 2025Q3: 280,869 shares; 2025Q4: 283,828 shares; 2026Q1: 287,113 shares; 2026Q2: 287,862 shares 287,862 $8.34M 0.16% +749 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,075 shares; 2024Q4: 212,931 shares; 2025Q1: 282,512 shares; 2025Q2: 310,177 shares; 2025Q3: 247,897 shares; 2025Q4: 300,092 shares; 2026Q1: 299,219 shares; 2026Q2: 268,610 shares 268,610 $8.26M 0.16% -30,609 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: 10,478 shares; 2025Q1: 9,778 shares; 2025Q2: 10,189 shares; 2025Q3: 11,501 shares; 2025Q4: 14,495 shares; 2026Q1: 9,777 shares; 2026Q2: 19,057 shares 19,057 $8.26M 0.16% +9,280 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,716 shares; 2024Q4: 90,059 shares; 2025Q1: 92,147 shares; 2025Q2: 102,038 shares; 2025Q3: 86,555 shares; 2025Q4: 90,296 shares; 2026Q1: 95,419 shares; 2026Q2: 99,325 shares 99,325 $8.16M 0.15% +3,906 Timeline SJNK 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: 156,830 shares; 2025Q3: 208,121 shares; 2025Q4: 214,810 shares; 2026Q1: 280,789 shares; 2026Q2: 324,941 shares 324,941 $8.13M 0.15% +44,152 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: 109,910 shares; 2024Q4: 120,358 shares; 2025Q1: 175,109 shares; 2025Q2: 187,652 shares; 2025Q3: 151,595 shares; 2025Q4: 132,264 shares; 2026Q1: 137,986 shares; 2026Q2: 142,863 shares 142,863 $8.07M 0.15% +4,877 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,272 shares; 2025Q2: 47,351 shares; 2025Q3: 60,334 shares; 2025Q4: 61,377 shares; 2026Q1: 169,581 shares; 2026Q2: 217,272 shares 217,272 $7.91M 0.15% +47,691 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: 6,627 shares; 2024Q4: 6,103 shares; 2025Q1: 5,914 shares; 2025Q2: 6,100 shares; 2025Q3: 6,499 shares; 2025Q4: 6,597 shares; 2026Q1: 10,816 shares; 2026Q2: 10,904 shares 10,904 $7.88M 0.15% +88 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: 54,660 shares; 2024Q4: 61,878 shares; 2025Q1: 68,865 shares; 2025Q2: 77,090 shares; 2025Q3: 80,132 shares; 2025Q4: 68,109 shares; 2026Q1: 69,852 shares; 2026Q2: 73,681 shares 73,681 $7.83M 0.15% +3,829 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: 43,254 shares; 2024Q4: 43,280 shares; 2025Q1: 40,878 shares; 2025Q2: 36,759 shares; 2025Q3: 36,151 shares; 2025Q4: 37,661 shares; 2026Q1: 41,485 shares; 2026Q2: 43,102 shares 43,102 $7.8M 0.15% +1,617 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: 28,214 shares; 2024Q4: 30,970 shares; 2025Q1: 33,414 shares; 2025Q2: 34,856 shares; 2025Q3: 35,078 shares; 2025Q4: 44,736 shares; 2026Q1: 45,499 shares; 2026Q2: 35,467 shares 35,467 $7.77M 0.15% -10,032 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,157 shares; 2024Q4: 45,450 shares; 2025Q1: 44,946 shares; 2025Q2: 46,475 shares; 2025Q3: 47,416 shares; 2025Q4: 45,786 shares; 2026Q1: 39,827 shares; 2026Q2: 35,088 shares 35,088 $7.7M 0.15% -4,739 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: 186,487 shares; 2024Q4: 200,941 shares; 2025Q1: 203,036 shares; 2025Q2: 213,827 shares; 2025Q3: 209,616 shares; 2025Q4: 204,385 shares; 2026Q1: 206,995 shares; 2026Q2: 208,699 shares 208,699 $7.67M 0.14% +1,704 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: 50,885 shares; 2024Q4: 40,716 shares; 2025Q1: 32,754 shares; 2025Q2: 32,435 shares; 2025Q3: 43,950 shares; 2025Q4: 44,483 shares; 2026Q1: 39,218 shares; 2026Q2: 40,314 shares 40,314 $7.65M 0.14% +1,096 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: 49,815 shares; 2024Q4: 52,295 shares; 2025Q1: 53,790 shares; 2025Q2: 56,477 shares; 2025Q3: 60,299 shares; 2025Q4: 62,619 shares; 2026Q1: 63,917 shares; 2026Q2: 69,391 shares 69,391 $7.64M 0.14% +5,474 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: 4,444 shares; 2024Q4: 5,114 shares; 2025Q1: 6,006 shares; 2025Q2: 6,448 shares; 2025Q3: 7,788 shares; 2025Q4: 9,727 shares; 2026Q1: 10,480 shares; 2026Q2: 9,990 shares 9,990 $7.62M 0.14% -490 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,784 shares; 2024Q4: 52,551 shares; 2025Q1: 55,481 shares; 2025Q2: 62,720 shares; 2025Q3: 72,762 shares; 2025Q4: 85,999 shares; 2026Q1: 90,465 shares; 2026Q2: 93,079 shares 93,079 $7.54M 0.14% +2,614 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: 22,372 shares; 2025Q1: 17,894 shares; 2025Q2: 21,202 shares; 2025Q3: 43,192 shares; 2025Q4: 44,793 shares; 2026Q1: 34,944 shares; 2026Q2: 44,134 shares 44,134 $7.5M 0.14% +9,190 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,257 shares; 2024Q4: 83,680 shares; 2025Q1: 81,203 shares; 2025Q2: 84,825 shares; 2025Q3: 84,317 shares; 2025Q4: 83,744 shares; 2026Q1: 85,878 shares; 2026Q2: 82,206 shares 82,206 $7.46M 0.14% -3,672 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: 5,510 shares; 2024Q4: 5,448 shares; 2025Q1: 7,657 shares; 2025Q2: 8,313 shares; 2025Q3: 8,503 shares; 2025Q4: 7,776 shares; 2026Q1: 6,922 shares; 2026Q2: 7,150 shares 7,150 $7.23M 0.14% +228 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,709 shares; 2024Q4: 52,204 shares; 2025Q1: 156,767 shares; 2025Q2: 93,797 shares; 2025Q3: 202,635 shares; 2025Q4: 152,785 shares; 2026Q1: 169,216 shares; 2026Q2: 143,639 shares 143,639 $7.15M 0.13% -25,577 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: 72,886 shares; 2024Q4: 67,355 shares; 2025Q1: 65,912 shares; 2025Q2: 82,005 shares; 2025Q3: 80,889 shares; 2025Q4: 84,986 shares; 2026Q1: 91,415 shares; 2026Q2: 92,757 shares 92,757 $7.11M 0.13% +1,342 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,417 shares; 2024Q4: 235,308 shares; 2025Q1: 235,730 shares; 2025Q2: 237,483 shares; 2025Q3: 239,406 shares; 2025Q4: 238,730 shares; 2026Q1: 237,826 shares; 2026Q2: 239,788 shares 239,788 $7.06M 0.13% +1,962 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: not reported; 2024Q4: not reported; 2025Q1: 51,151 shares; 2025Q2: 56,544 shares; 2025Q3: 56,888 shares; 2025Q4: 55,284 shares; 2026Q1: 56,840 shares; 2026Q2: 59,921 shares 59,921 $7.03M 0.13% +3,081 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,120 shares; 2024Q4: 342,927 shares; 2025Q1: 383,219 shares; 2025Q2: 291,381 shares; 2025Q3: 306,755 shares; 2025Q4: 303,265 shares; 2026Q1: 128,675 shares; 2026Q2: 152,335 shares 152,335 $7.03M 0.13% +23,660 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: 7,629 shares; 2024Q4: 14,869 shares; 2025Q1: 15,075 shares; 2025Q2: 15,450 shares; 2025Q3: 15,663 shares; 2025Q4: 15,871 shares; 2026Q1: 20,954 shares; 2026Q2: 20,527 shares 20,527 $7M 0.13% -427 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: 20,835 shares; 2024Q4: 18,465 shares; 2025Q1: 16,732 shares; 2025Q2: 21,220 shares; 2025Q3: 17,728 shares; 2025Q4: 16,771 shares; 2026Q1: 17,238 shares; 2026Q2: 16,829 shares 16,829 $6.99M 0.13% -409 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: 25,581 shares; 2024Q4: 9,941 shares; 2025Q1: 10,631 shares; 2025Q2: 12,289 shares; 2025Q3: 22,385 shares; 2025Q4: 25,987 shares; 2026Q1: 32,000 shares; 2026Q2: 32,245 shares 32,245 $6.98M 0.13% +245 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,519 shares; 2024Q4: 112,916 shares; 2025Q1: 82,484 shares; 2025Q2: 124,908 shares; 2025Q3: 256,434 shares; 2025Q4: 204,193 shares; 2026Q1: 150,419 shares; 2026Q2: 116,829 shares 116,829 $6.98M 0.13% -33,590 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,301 shares; 2025Q1: 17,321 shares; 2025Q2: 88,561 shares; 2025Q3: 92,424 shares; 2025Q4: 99,490 shares; 2026Q1: 44,516 shares; 2026Q2: 43,195 shares 43,195 $6.98M 0.13% -1,321 Timeline FVD 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: 87,442 shares; 2024Q4: 95,027 shares; 2025Q1: 102,538 shares; 2025Q2: 116,201 shares; 2025Q3: 120,108 shares; 2025Q4: 120,553 shares; 2026Q1: 131,423 shares; 2026Q2: 143,471 shares 143,471 $6.91M 0.13% +12,048 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,967 shares; 2024Q4: 54,036 shares; 2025Q1: 57,500 shares; 2025Q2: 59,518 shares; 2025Q3: 58,319 shares; 2025Q4: 59,917 shares; 2026Q1: 63,584 shares; 2026Q2: 62,276 shares 62,276 $6.87M 0.13% -1,308 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: 88,283 shares; 2024Q4: 69,418 shares; 2025Q1: 56,581 shares; 2025Q2: 69,656 shares; 2025Q3: 64,304 shares; 2025Q4: 131,453 shares; 2026Q1: 159,182 shares; 2026Q2: 129,047 shares 129,047 $6.85M 0.13% -30,135 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,223 shares; 2024Q4: 10,291 shares; 2025Q1: 10,291 shares; 2025Q2: 12,391 shares; 2025Q3: 19,047 shares; 2025Q4: 19,047 shares; 2026Q1: 17,193 shares; 2026Q2: 292,785 shares 292,785 $6.85M 0.13% +275,592 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,791 shares; 2024Q4: 63,503 shares; 2025Q1: 64,447 shares; 2025Q2: 74,397 shares; 2025Q3: 71,652 shares; 2025Q4: 74,490 shares; 2026Q1: 95,369 shares; 2026Q2: 98,823 shares 98,823 $6.81M 0.13% +3,454 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,130 shares; 2024Q4: 3,654 shares; 2025Q1: 3,546 shares; 2025Q2: 4,124 shares; 2025Q3: 4,084 shares; 2025Q4: 4,085 shares; 2026Q1: 4,055 shares; 2026Q2: 23,990 shares 23,990 $6.81M 0.13% +19,935 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: 46,996 shares; 2024Q4: 45,748 shares; 2025Q1: 44,597 shares; 2025Q2: 45,840 shares; 2025Q3: 48,738 shares; 2025Q4: 47,508 shares; 2026Q1: 68,672 shares; 2026Q2: 65,886 shares 65,886 $6.73M 0.13% -2,786 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,626 shares; 2024Q4: 2,089 shares; 2025Q1: 2,147 shares; 2025Q2: 2,165 shares; 2025Q3: 2,184 shares; 2025Q4: 2,197 shares; 2026Q1: 3,190 shares; 2026Q2: 3,377 shares 3,377 $6.72M 0.13% +187 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: 2,670 shares; 2024Q4: 2,701 shares; 2025Q1: 2,735 shares; 2025Q2: 3,196 shares; 2025Q3: 6,643 shares; 2025Q4: 6,755 shares; 2026Q1: 5,703 shares; 2026Q2: 5,663 shares 5,663 $6.65M 0.13% -40 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: 144,726 shares; 2024Q4: 157,557 shares; 2025Q1: 137,647 shares; 2025Q2: 144,973 shares; 2025Q3: 156,546 shares; 2025Q4: 182,525 shares; 2026Q1: 159,233 shares; 2026Q2: 155,873 shares 155,873 $6.6M 0.12% -3,360 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,543 shares; 2024Q4: 106,398 shares; 2025Q1: 109,171 shares; 2025Q2: 140,161 shares; 2025Q3: 573,796 shares; 2025Q4: 536,625 shares; 2026Q1: 185,497 shares; 2026Q2: 125,786 shares 125,786 $6.59M 0.12% -59,711 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,375 shares; 2024Q4: 171,559 shares; 2025Q1: 160,566 shares; 2025Q2: 366,459 shares; 2025Q3: 358,301 shares; 2025Q4: 343,175 shares; 2026Q1: 346,554 shares; 2026Q2: 354,730 shares 354,730 $6.57M 0.12% +8,176 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: 11,469 shares; 2024Q4: 11,245 shares; 2025Q1: 11,281 shares; 2025Q2: 12,298 shares; 2025Q3: 13,426 shares; 2025Q4: 12,547 shares; 2026Q1: 12,255 shares; 2026Q2: 12,854 shares 12,854 $6.55M 0.12% +599 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,705 shares; 2024Q4: 163,126 shares; 2025Q1: 158,504 shares; 2025Q2: 149,118 shares; 2025Q3: 150,213 shares; 2025Q4: 147,228 shares; 2026Q1: 144,343 shares; 2026Q2: 138,512 shares 138,512 $6.47M 0.12% -5,831 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,147 shares; 2024Q4: 313,490 shares; 2025Q1: 327,765 shares; 2025Q2: 369,692 shares; 2025Q3: 386,824 shares; 2025Q4: 339,852 shares; 2026Q1: 198,923 shares; 2026Q2: 243,047 shares 243,047 $6.38M 0.12% +44,124 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: 52,259 shares; 2024Q4: 48,798 shares; 2025Q1: 43,712 shares; 2025Q2: 42,910 shares; 2025Q3: 40,254 shares; 2025Q4: 39,616 shares; 2026Q1: 39,488 shares; 2026Q2: 38,855 shares 38,855 $6.36M 0.12% -633 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,436 shares; 2024Q4: 27,273 shares; 2025Q1: 30,506 shares; 2025Q2: 31,856 shares; 2025Q3: 35,229 shares; 2025Q4: 36,254 shares; 2026Q1: 41,335 shares; 2026Q2: 47,272 shares 47,272 $6.3M 0.12% +5,937 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,625 shares; 2024Q4: 51,408 shares; 2025Q1: 36,859 shares; 2025Q2: 32,788 shares; 2025Q3: 46,741 shares; 2025Q4: 58,732 shares; 2026Q1: 88,370 shares; 2026Q2: 164,708 shares 164,708 $6.25M 0.12% +76,338 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: 103,640 shares; 2024Q4: 111,192 shares; 2025Q1: 121,068 shares; 2025Q2: 133,925 shares; 2025Q3: 139,735 shares; 2025Q4: 133,792 shares; 2026Q1: 78,817 shares; 2026Q2: 80,957 shares 80,957 $6.24M 0.12% +2,140 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,913 shares; 2024Q4: 239,038 shares; 2025Q1: 222,521 shares; 2025Q2: 210,494 shares; 2025Q3: 204,470 shares; 2025Q4: 196,515 shares; 2026Q1: 191,463 shares; 2026Q2: 175,896 shares 175,896 $6.17M 0.12% -15,567 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,055 shares; 2024Q4: 36,880 shares; 2025Q1: 435,287 shares; 2025Q2: 605,224 shares; 2025Q3: 296,226 shares; 2025Q4: 250,807 shares; 2026Q1: 165,418 shares; 2026Q2: 121,409 shares 121,409 $6.14M 0.12% -44,009 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: 203,141 shares; 2024Q4: 200,810 shares; 2025Q1: 221,393 shares; 2025Q2: 233,541 shares; 2025Q3: 238,511 shares; 2025Q4: 243,826 shares; 2026Q1: 234,859 shares; 2026Q2: 250,040 shares 250,040 $6.02M 0.11% +15,181 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: 278,844 shares; 2024Q4: 110,966 shares; 2025Q1: 253,365 shares; 2025Q2: 106,420 shares; 2025Q3: 114,649 shares; 2025Q4: 253,683 shares; 2026Q1: 263,176 shares; 2026Q2: 60,626 shares 60,626 $6M 0.11% -202,550 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $5.99M 0.11% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,741 shares; 2024Q4: 27,739 shares; 2025Q1: 62,712 shares; 2025Q2: 87,856 shares; 2025Q3: 129,450 shares; 2025Q4: 119,646 shares; 2026Q1: 141,109 shares; 2026Q2: 171,728 shares 171,728 $5.98M 0.11% +30,619 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,289 shares; 2024Q4: 38,956 shares; 2025Q1: 55,661 shares; 2025Q2: 72,736 shares; 2025Q3: 92,361 shares; 2025Q4: 94,294 shares; 2026Q1: 95,269 shares; 2026Q2: 97,123 shares 97,123 $5.97M 0.11% +1,854 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: 22,201 shares; 2024Q4: 27,143 shares; 2025Q1: 14,118 shares; 2025Q2: 16,212 shares; 2025Q3: 38,624 shares; 2025Q4: 49,363 shares; 2026Q1: 55,179 shares; 2026Q2: 54,189 shares 54,189 $5.95M 0.11% -990 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: 9,521 shares; 2024Q4: 9,895 shares; 2025Q1: 9,242 shares; 2025Q2: 9,405 shares; 2025Q3: 14,656 shares; 2025Q4: 14,440 shares; 2026Q1: 13,947 shares; 2026Q2: 19,896 shares 19,896 $5.93M 0.11% +5,949 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: 27,266 shares; 2024Q4: 34,476 shares; 2025Q1: 53,900 shares; 2025Q2: 74,071 shares; 2025Q3: 31,364 shares; 2025Q4: 32,881 shares; 2026Q1: 33,600 shares; 2026Q2: 43,707 shares 43,707 $5.92M 0.11% +10,107 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: 6,075 shares; 2024Q4: 7,083 shares; 2025Q1: 8,464 shares; 2025Q2: 9,168 shares; 2025Q3: 22,895 shares; 2025Q4: 22,541 shares; 2026Q1: 17,619 shares; 2026Q2: 17,514 shares 17,514 $5.86M 0.11% -105 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: 56,728 shares; 2024Q4: 63,629 shares; 2025Q1: 77,781 shares; 2025Q2: 80,573 shares; 2025Q3: 95,108 shares; 2025Q4: 95,563 shares; 2026Q1: 143,555 shares; 2026Q2: 142,123 shares 142,123 $5.86M 0.11% -1,432 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: 94,722 shares; 2024Q4: 157,060 shares; 2025Q1: 172,850 shares; 2025Q2: 169,546 shares; 2025Q3: 176,291 shares; 2025Q4: 186,429 shares; 2026Q1: 196,919 shares; 2026Q2: 175,955 shares 175,955 $5.86M 0.11% -20,964 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: 5,888 shares; 2024Q4: 6,130 shares; 2025Q1: 5,281 shares; 2025Q2: 5,930 shares; 2025Q3: 5,683 shares; 2025Q4: 5,728 shares; 2026Q1: 5,352 shares; 2026Q2: 16,787 shares 16,787 $5.76M 0.11% +11,435 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: 90,902 shares; 2024Q4: 91,764 shares; 2025Q1: 90,544 shares; 2025Q2: 102,456 shares; 2025Q3: 99,548 shares; 2025Q4: 97,538 shares; 2026Q1: 98,061 shares; 2026Q2: 100,425 shares 100,425 $5.72M 0.11% +2,364 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: 25,889 shares; 2024Q4: 26,664 shares; 2025Q1: 26,315 shares; 2025Q2: 27,093 shares; 2025Q3: 27,045 shares; 2025Q4: 26,915 shares; 2026Q1: 28,449 shares; 2026Q2: 28,900 shares 28,900 $5.71M 0.11% +451 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: 83,951 shares; 2024Q4: 85,197 shares; 2025Q1: 81,934 shares; 2025Q2: 70,369 shares; 2025Q3: 67,834 shares; 2025Q4: 60,588 shares; 2026Q1: 63,120 shares; 2026Q2: 58,846 shares 58,846 $5.66M 0.11% -4,274 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: 2,181 shares; 2024Q4: 3,464 shares; 2025Q1: 8,658 shares; 2025Q2: 8,691 shares; 2025Q3: 8,713 shares; 2025Q4: 6,606 shares; 2026Q1: 9,257 shares; 2026Q2: 8,773 shares 8,773 $5.62M 0.11% -484 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: 2,207 shares; 2024Q4: 2,177 shares; 2025Q1: 2,217 shares; 2025Q2: 2,244 shares; 2025Q3: 2,226 shares; 2025Q4: 2,254 shares; 2026Q1: 2,278 shares; 2026Q2: 18,560 shares 18,560 $5.6M 0.11% +16,282 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: 221,329 shares; 2024Q4: 203,574 shares; 2025Q1: 184,234 shares; 2025Q2: 191,976 shares; 2025Q3: 192,965 shares; 2025Q4: 191,925 shares; 2026Q1: 191,382 shares; 2026Q2: 201,831 shares 201,831 $5.59M 0.11% +10,449 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,239 shares; 2024Q4: 81,538 shares; 2025Q1: 78,813 shares; 2025Q2: 77,393 shares; 2025Q3: 89,906 shares; 2025Q4: 97,239 shares; 2026Q1: 82,751 shares; 2026Q2: 89,753 shares 89,753 $5.56M 0.1% +7,002 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,017 shares; 2024Q4: 75,325 shares; 2025Q1: 69,794 shares; 2025Q2: 67,910 shares; 2025Q3: 69,681 shares; 2025Q4: 61,773 shares; 2026Q1: 60,747 shares; 2026Q2: 50,671 shares 50,671 $5.53M 0.1% -10,076 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: 12,561 shares; 2024Q4: 12,260 shares; 2025Q1: 12,081 shares; 2025Q2: 12,114 shares; 2025Q3: 12,350 shares; 2025Q4: 14,178 shares; 2026Q1: 14,739 shares; 2026Q2: 18,013 shares 18,013 $5.52M 0.1% +3,274 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: 33,282 shares; 2024Q4: 31,040 shares; 2025Q1: 33,760 shares; 2025Q2: 32,328 shares; 2025Q3: 34,135 shares; 2025Q4: 30,979 shares; 2026Q1: 31,887 shares; 2026Q2: 29,791 shares 29,791 $5.51M 0.1% -2,096 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: 144,907 shares; 2024Q4: 245,750 shares; 2025Q1: 151,425 shares; 2025Q2: 154,370 shares; 2025Q3: 169,384 shares; 2025Q4: 167,949 shares; 2026Q1: 127,916 shares; 2026Q2: 102,107 shares 102,107 $5.47M 0.1% -25,809 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: 74,349 shares; 2024Q4: 69,613 shares; 2025Q1: 57,507 shares; 2025Q2: 61,809 shares; 2025Q3: 67,069 shares; 2025Q4: 68,506 shares; 2026Q1: 67,333 shares; 2026Q2: 67,306 shares 67,306 $5.47M 0.1% -27 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: 33,574 shares; 2024Q4: 48,073 shares; 2025Q1: 43,546 shares; 2025Q2: 44,790 shares; 2025Q3: 37,184 shares; 2025Q4: 38,696 shares; 2026Q1: 37,111 shares; 2026Q2: 29,375 shares 29,375 $5.44M 0.1% -7,736 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,566 shares; 2024Q4: 25,801 shares; 2025Q1: 38,063 shares; 2025Q2: 122,335 shares; 2025Q3: 138,922 shares; 2025Q4: 163,906 shares; 2026Q1: 99,574 shares; 2026Q2: 87,793 shares 87,793 $5.38M 0.1% -11,781 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,235 shares; 2024Q4: 44,725 shares; 2025Q1: 41,949 shares; 2025Q2: 43,461 shares; 2025Q3: 75,087 shares; 2025Q4: 78,657 shares; 2026Q1: 79,639 shares; 2026Q2: 86,452 shares 86,452 $5.37M 0.1% +6,813 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: 65,251 shares; 2024Q4: 46,784 shares; 2025Q1: 33,048 shares; 2025Q2: 36,172 shares; 2025Q3: 37,623 shares; 2025Q4: 34,945 shares; 2026Q1: 34,170 shares; 2026Q2: 35,469 shares 35,469 $5.26M 0.1% +1,299 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: 56,423 shares; 2024Q4: 52,394 shares; 2025Q1: 51,552 shares; 2025Q2: 55,545 shares; 2025Q3: 57,589 shares; 2025Q4: 69,917 shares; 2026Q1: 69,934 shares; 2026Q2: 72,616 shares 72,616 $5.25M 0.1% +2,682 Timeline CWI 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: 46,032 shares; 2024Q4: 64,782 shares; 2025Q1: 75,433 shares; 2025Q2: 83,649 shares; 2025Q3: 89,036 shares; 2025Q4: 91,208 shares; 2026Q1: 128,980 shares; 2026Q2: 128,892 shares 128,892 $5.24M 0.1% -88 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: 108,395 shares; 2024Q4: 108,803 shares; 2025Q1: 171,014 shares; 2025Q2: 177,262 shares; 2025Q3: 144,968 shares; 2025Q4: 142,833 shares; 2026Q1: 92,224 shares; 2026Q2: 97,693 shares 97,693 $5.22M 0.1% +5,469 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,160 shares; 2024Q4: 124,213 shares; 2025Q1: 152,144 shares; 2025Q2: 165,888 shares; 2025Q3: 186,460 shares; 2025Q4: 177,651 shares; 2026Q1: 212,078 shares; 2026Q2: 230,538 shares 230,538 $5.22M 0.1% +18,460 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: 6,383 shares; 2024Q4: 6,629 shares; 2025Q1: 9,233 shares; 2025Q2: 8,675 shares; 2025Q3: 9,482 shares; 2025Q4: 11,401 shares; 2026Q1: 12,612 shares; 2026Q2: 12,243 shares 12,243 $5.22M 0.1% -369 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,328 shares; 2024Q4: 130,354 shares; 2025Q1: 136,806 shares; 2025Q2: 138,278 shares; 2025Q3: 163,808 shares; 2025Q4: 173,847 shares; 2026Q1: 188,062 shares; 2026Q2: 189,778 shares 189,778 $5.21M 0.1% +1,716 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: 24,349 shares; 2024Q4: 24,756 shares; 2025Q1: 23,365 shares; 2025Q2: 22,875 shares; 2025Q3: 22,103 shares; 2025Q4: 22,125 shares; 2026Q1: 21,836 shares; 2026Q2: 21,377 shares 21,377 $5.18M 0.1% -459 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: 108,061 shares; 2024Q4: 141,356 shares; 2025Q1: 153,715 shares; 2025Q2: 72,997 shares; 2025Q3: 140,044 shares; 2025Q4: 162,082 shares; 2026Q1: 67,465 shares; 2026Q2: 68,583 shares 68,583 $5.18M 0.1% +1,118 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,775 shares; 2024Q4: 145,906 shares; 2025Q1: 140,583 shares; 2025Q2: 137,393 shares; 2025Q3: 136,993 shares; 2025Q4: 132,992 shares; 2026Q1: 129,176 shares; 2026Q2: 126,662 shares 126,662 $5.18M 0.1% -2,514 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: 35,375 shares; 2024Q4: 37,179 shares; 2025Q1: 36,428 shares; 2025Q2: 36,915 shares; 2025Q3: 37,633 shares; 2025Q4: 37,418 shares; 2026Q1: 33,969 shares; 2026Q2: 31,524 shares 31,524 $5.15M 0.1% -2,445 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,373 shares; 2024Q4: 92,707 shares; 2025Q1: 98,857 shares; 2025Q2: 98,586 shares; 2025Q3: 91,590 shares; 2025Q4: 106,752 shares; 2026Q1: 122,311 shares; 2026Q2: 98,232 shares 98,232 $5.14M 0.1% -24,079 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,604 shares; 2024Q4: 65,429 shares; 2025Q1: 78,181 shares; 2025Q2: 80,708 shares; 2025Q3: 84,133 shares; 2025Q4: 100,018 shares; 2026Q1: 86,392 shares; 2026Q2: 117,804 shares 117,804 $5.08M 0.1% +31,412 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: 117,810 shares; 2024Q4: 119,520 shares; 2025Q1: 127,209 shares; 2025Q2: 125,976 shares; 2025Q3: 116,428 shares; 2025Q4: 115,487 shares; 2026Q1: 114,672 shares; 2026Q2: 111,966 shares 111,966 $4.97M 0.09% -2,706 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: 17,216 shares; 2024Q4: 15,334 shares; 2025Q1: 15,047 shares; 2025Q2: 16,092 shares; 2025Q3: 13,759 shares; 2025Q4: 13,612 shares; 2026Q1: 13,105 shares; 2026Q2: 13,560 shares 13,560 $4.91M 0.09% +455 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: 68,476 shares; 2024Q4: 76,251 shares; 2025Q1: 74,344 shares; 2025Q2: 80,259 shares; 2025Q3: 84,005 shares; 2025Q4: 84,013 shares; 2026Q1: 74,689 shares; 2026Q2: 64,057 shares 64,057 $4.9M 0.09% -10,632 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96,155 shares 96,155 $4.9M 0.09% new 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: 13,333 shares; 2025Q4: 19,940 shares; 2026Q1: 22,775 shares; 2026Q2: 25,548 shares 25,548 $4.9M 0.09% +2,773 Timeline NUKZ 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: 96,674 shares; 2025Q4: 96,290 shares; 2026Q1: 67,707 shares; 2026Q2: 71,468 shares 71,468 $4.87M 0.09% +3,761 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,955 shares; 2024Q4: 94,097 shares; 2025Q1: 82,878 shares; 2025Q2: 82,964 shares; 2025Q3: 93,193 shares; 2025Q4: 90,714 shares; 2026Q1: 94,907 shares; 2026Q2: 111,362 shares 111,362 $4.86M 0.09% +16,455 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: 41,761 shares; 2024Q4: 23,652 shares; 2025Q1: 41,816 shares; 2025Q2: 44,050 shares; 2025Q3: 44,822 shares; 2025Q4: 97,670 shares; 2026Q1: 108,336 shares; 2026Q2: 106,937 shares 106,937 $4.85M 0.09% -1,399 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: 38,790 shares; 2024Q4: 37,903 shares; 2025Q1: 36,122 shares; 2025Q2: 36,187 shares; 2025Q3: 25,303 shares; 2025Q4: 23,174 shares; 2026Q1: 20,123 shares; 2026Q2: 19,027 shares 19,027 $4.8M 0.09% -1,096 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,353 shares; 2024Q4: 34,072 shares; 2025Q1: 34,237 shares; 2025Q2: 33,502 shares; 2025Q3: 105,185 shares; 2025Q4: 103,861 shares; 2026Q1: 98,956 shares; 2026Q2: 106,062 shares 106,062 $4.78M 0.09% +7,106 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: 12,248 shares; 2024Q4: 12,176 shares; 2025Q1: 11,079 shares; 2025Q2: 10,963 shares; 2025Q3: 11,678 shares; 2025Q4: 11,858 shares; 2026Q1: 11,847 shares; 2026Q2: 12,577 shares 12,577 $4.7M 0.09% +730 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,598 shares; 2024Q4: 17,861 shares; 2025Q1: 21,012 shares; 2025Q2: 27,897 shares; 2025Q3: 28,687 shares; 2025Q4: 46,605 shares; 2026Q1: 56,172 shares; 2026Q2: 58,990 shares 58,990 $4.66M 0.09% +2,818 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: 105,658 shares; 2026Q2: 114,544 shares 114,544 $4.65M 0.09% +8,886 Timeline SCHY 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: 48,807 shares; 2024Q4: 36,697 shares; 2025Q1: 153,423 shares; 2025Q2: 160,971 shares; 2025Q3: 158,587 shares; 2025Q4: 149,335 shares; 2026Q1: 152,155 shares; 2026Q2: 146,456 shares 146,456 $4.65M 0.09% -5,699 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296,621 shares; 2025Q3: 229,900 shares; 2025Q4: 230,627 shares; 2026Q1: 233,266 shares; 2026Q2: 234,758 shares 234,758 $4.59M 0.09% +1,492 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,314 shares; 2024Q4: 132,976 shares; 2025Q1: 129,746 shares; 2025Q2: 140,738 shares; 2025Q3: 117,770 shares; 2025Q4: 95,680 shares; 2026Q1: 92,689 shares; 2026Q2: 97,472 shares 97,472 $4.57M 0.09% +4,783 Timeline FMTM 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: 61,486 shares; 2025Q2: 68,301 shares; 2025Q3: 71,675 shares; 2025Q4: 104,355 shares; 2026Q1: 100,397 shares; 2026Q2: 103,904 shares 103,904 $4.53M 0.09% +3,507 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: 10,469 shares; 2024Q4: not reported; 2025Q1: 5,137 shares; 2025Q2: 6,848 shares; 2025Q3: 7,015 shares; 2025Q4: 7,653 shares; 2026Q1: 8,205 shares; 2026Q2: 17,718 shares 17,718 $4.53M 0.09% +9,513 Timeline DTCR 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: 148,933 shares 148,933 $4.52M 0.09% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,772 shares; 2024Q4: 57,772 shares; 2025Q1: 63,625 shares; 2025Q2: 63,131 shares; 2025Q3: 74,726 shares; 2025Q4: 84,524 shares; 2026Q1: 98,922 shares; 2026Q2: 123,639 shares 123,639 $4.52M 0.09% +24,717 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,211 shares; 2025Q2: 39,217 shares; 2025Q3: 54,116 shares; 2025Q4: 67,387 shares; 2026Q1: 66,506 shares; 2026Q2: 84,280 shares 84,280 $4.47M 0.08% +17,774 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,886 shares; 2024Q4: 18,570 shares; 2025Q1: 25,811 shares; 2025Q2: 11,590 shares; 2025Q3: 12,750 shares; 2025Q4: 12,798 shares; 2026Q1: 121,886 shares; 2026Q2: 163,201 shares 163,201 $4.46M 0.08% +41,315 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,389 shares; 2024Q4: 54,701 shares; 2025Q1: 53,117 shares; 2025Q2: 52,415 shares; 2025Q3: 52,338 shares; 2025Q4: 52,338 shares; 2026Q1: 52,338 shares; 2026Q2: 52,318 shares 52,318 $4.46M 0.08% -20 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: 29,641 shares; 2024Q4: 26,637 shares; 2025Q1: 27,467 shares; 2025Q2: 27,835 shares; 2025Q3: 28,040 shares; 2025Q4: 24,999 shares; 2026Q1: 27,433 shares; 2026Q2: 31,020 shares 31,020 $4.44M 0.08% +3,587 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,796 shares 118,796 $4.35M 0.08% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,205 shares; 2024Q4: 18,750 shares; 2025Q1: 17,348 shares; 2025Q2: 18,244 shares; 2025Q3: 18,631 shares; 2025Q4: 18,572 shares; 2026Q1: 22,235 shares; 2026Q2: 40,224 shares 40,224 $4.34M 0.08% +17,989 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: 57,444 shares; 2024Q4: 56,985 shares; 2025Q1: 57,392 shares; 2025Q2: 68,482 shares; 2025Q3: 69,549 shares; 2025Q4: 69,524 shares; 2026Q1: 69,375 shares; 2026Q2: 71,859 shares 71,859 $4.34M 0.08% +2,484 Timeline JMST 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: 51,901 shares; 2024Q4: 55,930 shares; 2025Q1: 63,653 shares; 2025Q2: 91,277 shares; 2025Q3: 93,686 shares; 2025Q4: 92,056 shares; 2026Q1: 96,241 shares; 2026Q2: 84,762 shares 84,762 $4.32M 0.08% -11,479 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: 27,996 shares; 2024Q4: 27,691 shares; 2025Q1: 60,511 shares; 2025Q2: 57,338 shares; 2025Q3: 70,703 shares; 2025Q4: 74,197 shares; 2026Q1: 76,020 shares; 2026Q2: 87,237 shares 87,237 $4.32M 0.08% +11,217 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: 4,339 shares; 2025Q3: 43,580 shares; 2025Q4: 49,178 shares; 2026Q1: 36,847 shares; 2026Q2: 42,188 shares 42,188 $4.29M 0.08% +5,341 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,542 shares; 2025Q4: 130,125 shares; 2026Q1: 135,467 shares; 2026Q2: 153,497 shares 153,497 $4.29M 0.08% +18,030 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: 1,614 shares; 2025Q4: 1,580 shares; 2026Q1: 1,332 shares; 2026Q2: 6,681 shares 6,681 $4.27M 0.08% +5,349 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: 261,569 shares; 2024Q4: 266,292 shares; 2025Q1: 230,746 shares; 2025Q2: 231,744 shares; 2025Q3: 215,286 shares; 2025Q4: 230,329 shares; 2026Q1: 197,703 shares; 2026Q2: 202,351 shares 202,351 $4.19M 0.08% +4,648 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: 174,709 shares; 2024Q4: 195,565 shares; 2025Q1: 211,754 shares; 2025Q2: 219,695 shares; 2025Q3: 227,135 shares; 2025Q4: 214,505 shares; 2026Q1: 216,416 shares; 2026Q2: 218,896 shares 218,896 $4.19M 0.08% +2,480 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: 73,092 shares; 2024Q4: 37,422 shares; 2025Q1: 35,821 shares; 2025Q2: 38,431 shares; 2025Q3: 39,450 shares; 2025Q4: 40,330 shares; 2026Q1: 42,306 shares; 2026Q2: 43,288 shares 43,288 $4.18M 0.08% +982 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: 36,280 shares; 2024Q4: 34,975 shares; 2025Q1: 35,343 shares; 2025Q2: 29,926 shares; 2025Q3: 24,601 shares; 2025Q4: 27,366 shares; 2026Q1: 23,203 shares; 2026Q2: 26,286 shares 26,286 $4.17M 0.08% +3,083 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,065 shares; 2025Q4: 8,158 shares; 2026Q1: 52,688 shares; 2026Q2: 110,632 shares 110,632 $4.14M 0.08% +57,944 Timeline FTHI 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: 188,113 shares; 2025Q4: 187,563 shares; 2026Q1: 186,574 shares; 2026Q2: 173,534 shares 173,534 $4.14M 0.08% -13,040 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: 20,085 shares; 2024Q4: 17,073 shares; 2025Q1: 14,084 shares; 2025Q2: 14,184 shares; 2025Q3: 14,961 shares; 2025Q4: 14,842 shares; 2026Q1: 15,997 shares; 2026Q2: 15,181 shares 15,181 $4.1M 0.08% -816 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: 8,309 shares; 2024Q4: 10,371 shares; 2025Q1: 39,658 shares; 2025Q2: 46,711 shares; 2025Q3: 96,254 shares; 2025Q4: 71,641 shares; 2026Q1: 77,933 shares; 2026Q2: 80,383 shares 80,383 $4.1M 0.08% +2,450 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,487 shares; 2024Q4: 101,185 shares; 2025Q1: 95,906 shares; 2025Q2: 97,724 shares; 2025Q3: 96,560 shares; 2025Q4: 96,400 shares; 2026Q1: 96,100 shares; 2026Q2: 92,180 shares 92,180 $4.1M 0.08% -3,920 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,695 shares 14,695 $4.06M 0.08% new Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,437 shares; 2024Q4: 26,457 shares; 2025Q1: 29,468 shares; 2025Q2: 15,266 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,523 shares; 2026Q2: 130,534 shares 130,534 $4.06M 0.08% +5,011 Timeline EMLP 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: 26,276 shares; 2025Q2: 32,280 shares; 2025Q3: 46,054 shares; 2025Q4: 67,084 shares; 2026Q1: 87,745 shares; 2026Q2: 93,200 shares 93,200 $4.05M 0.08% +5,455 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: 27,588 shares; 2024Q4: 28,442 shares; 2025Q1: 33,904 shares; 2025Q2: 35,091 shares; 2025Q3: 36,040 shares; 2025Q4: 38,206 shares; 2026Q1: 40,009 shares; 2026Q2: 40,943 shares 40,943 $4M 0.08% +934 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: not reported; 2024Q4: not reported; 2025Q1: 173,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,452 shares; 2026Q2: 42,911 shares 42,911 $3.96M 0.07% -541 Timeline CRAK 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: 80,673 shares; 2026Q2: 85,046 shares 85,046 $3.92M 0.07% +4,373 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: 6,374 shares; 2024Q4: 6,381 shares; 2025Q1: 6,115 shares; 2025Q2: 5,819 shares; 2025Q3: 7,375 shares; 2025Q4: 11,091 shares; 2026Q1: 36,017 shares; 2026Q2: 40,522 shares 40,522 $3.91M 0.07% +4,505 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,290 shares; 2024Q4: 46,285 shares; 2025Q1: 46,408 shares; 2025Q2: 46,679 shares; 2025Q3: 46,479 shares; 2025Q4: 46,636 shares; 2026Q1: 46,863 shares; 2026Q2: 26,684 shares 26,684 $3.9M 0.07% -20,179 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: 44,808 shares; 2024Q4: 47,051 shares; 2025Q1: 44,295 shares; 2025Q2: 44,321 shares; 2025Q3: 44,550 shares; 2025Q4: 85,381 shares; 2026Q1: 92,058 shares; 2026Q2: 93,106 shares 93,106 $3.88M 0.07% +1,048 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,009 shares; 2024Q4: 35,298 shares; 2025Q1: 34,803 shares; 2025Q2: 34,509 shares; 2025Q3: 34,068 shares; 2025Q4: 34,089 shares; 2026Q1: 34,043 shares; 2026Q2: 34,000 shares 34,000 $3.87M 0.07% -43 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911 shares; 2024Q4: 804 shares; 2025Q1: 975 shares; 2025Q2: 754 shares; 2025Q3: 5,383 shares; 2025Q4: 5,510 shares; 2026Q1: 5,200 shares; 2026Q2: 5,322 shares 5,322 $3.83M 0.07% +122 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,366 shares; 2024Q4: 83,501 shares; 2025Q1: 86,542 shares; 2025Q2: 88,298 shares; 2025Q3: 97,124 shares; 2025Q4: 159,901 shares; 2026Q1: 94,822 shares; 2026Q2: 95,196 shares 95,196 $3.83M 0.07% +374 Timeline EBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,769 shares; 2025Q4: 20,733 shares; 2026Q1: 102,273 shares; 2026Q2: 119,237 shares 119,237 $3.8M 0.07% +16,964 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,538 shares; 2025Q2: 70,843 shares; 2025Q3: 80,212 shares; 2025Q4: 89,869 shares; 2026Q1: 99,892 shares; 2026Q2: 87,162 shares 87,162 $3.76M 0.07% -12,730 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: 15,511 shares; 2024Q4: 13,880 shares; 2025Q1: 12,065 shares; 2025Q2: 10,810 shares; 2025Q3: 12,183 shares; 2025Q4: 12,835 shares; 2026Q1: 12,966 shares; 2026Q2: 12,573 shares 12,573 $3.75M 0.07% -393 Timeline ARKW 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: 31,586 shares; 2024Q4: 26,941 shares; 2025Q1: 26,437 shares; 2025Q2: 26,610 shares; 2025Q3: 23,322 shares; 2025Q4: 23,500 shares; 2026Q1: 23,109 shares; 2026Q2: 25,835 shares 25,835 $3.74M 0.07% +2,726 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,051 shares; 2025Q3: 15,541 shares; 2025Q4: 15,529 shares; 2026Q1: 116,745 shares; 2026Q2: 118,211 shares 118,211 $3.72M 0.07% +1,466 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,317 shares; 2024Q4: 39,784 shares; 2025Q1: 42,360 shares; 2025Q2: 48,061 shares; 2025Q3: 52,361 shares; 2025Q4: 51,923 shares; 2026Q1: 50,927 shares; 2026Q2: 48,943 shares 48,943 $3.71M 0.07% -1,984 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: 14,388 shares; 2024Q4: 10,813 shares; 2025Q1: 11,328 shares; 2025Q2: 12,460 shares; 2025Q3: 13,232 shares; 2025Q4: 13,602 shares; 2026Q1: 15,827 shares; 2026Q2: 17,739 shares 17,739 $3.71M 0.07% +1,912 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,188 shares; 2024Q4: 68,700 shares; 2025Q1: 78,095 shares; 2025Q2: 103,067 shares; 2025Q3: 104,836 shares; 2025Q4: 106,618 shares; 2026Q1: 106,724 shares; 2026Q2: 141,048 shares 141,048 $3.69M 0.07% +34,324 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 13,842 shares; 2025Q4: 16,556 shares; 2026Q1: 67,588 shares; 2026Q2: 111,477 shares 111,477 $3.68M 0.07% +43,889 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: 836 shares; 2026Q2: 1,612 shares 1,612 $3.66M 0.07% +776 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,596 shares; 2024Q4: 38,770 shares; 2025Q1: 37,846 shares; 2025Q2: 37,145 shares; 2025Q3: 38,223 shares; 2025Q4: 38,737 shares; 2026Q1: 36,501 shares; 2026Q2: 38,469 shares 38,469 $3.64M 0.07% +1,968 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,208 shares; 2024Q4: 27,686 shares; 2025Q1: 21,499 shares; 2025Q2: 21,829 shares; 2025Q3: 20,797 shares; 2025Q4: 21,330 shares; 2026Q1: 67,975 shares; 2026Q2: 84,938 shares 84,938 $3.6M 0.07% +16,963 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,772 shares; 2024Q4: 160,363 shares; 2025Q1: 17,900 shares; 2025Q2: 16,862 shares; 2025Q3: 32,105 shares; 2025Q4: 29,625 shares; 2026Q1: 72,791 shares; 2026Q2: 71,756 shares 71,756 $3.58M 0.07% -1,035 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: 19,353 shares; 2024Q4: 17,098 shares; 2025Q1: 17,996 shares; 2025Q2: 19,491 shares; 2025Q3: 19,692 shares; 2025Q4: 19,523 shares; 2026Q1: 21,133 shares; 2026Q2: 21,752 shares 21,752 $3.57M 0.07% +619 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: 5,961 shares; 2024Q4: 6,415 shares; 2025Q1: 7,091 shares; 2025Q2: 7,960 shares; 2025Q3: 8,501 shares; 2025Q4: 8,754 shares; 2026Q1: 8,760 shares; 2026Q2: 8,717 shares 8,717 $3.57M 0.07% -43 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,400 shares; 2024Q4: 25,422 shares; 2025Q1: 27,070 shares; 2025Q2: 43,389 shares; 2025Q3: 41,560 shares; 2025Q4: 41,336 shares; 2026Q1: 40,039 shares; 2026Q2: 40,079 shares 40,079 $3.52M 0.07% +40 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: 98,927 shares; 2024Q4: 99,064 shares; 2025Q1: 92,092 shares; 2025Q2: 103,412 shares; 2025Q3: 107,120 shares; 2025Q4: 109,842 shares; 2026Q1: 109,667 shares; 2026Q2: 109,560 shares 109,560 $3.5M 0.07% -107 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,129 shares; 2026Q1: 95,942 shares; 2026Q2: 99,871 shares 99,871 $3.48M 0.07% +3,929 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,374 shares; 2024Q4: 41,116 shares; 2025Q1: 40,130 shares; 2025Q2: 37,567 shares; 2025Q3: 34,734 shares; 2025Q4: 60,897 shares; 2026Q1: 66,394 shares; 2026Q2: 67,769 shares 67,769 $3.48M 0.07% +1,375 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,544 shares; 2024Q4: 28,227 shares; 2025Q1: 37,849 shares; 2025Q2: 45,318 shares; 2025Q3: 47,590 shares; 2025Q4: 48,523 shares; 2026Q1: 69,457 shares; 2026Q2: 72,417 shares 72,417 $3.47M 0.07% +2,960 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: 17,026 shares; 2024Q4: 16,538 shares; 2025Q1: 15,933 shares; 2025Q2: 15,817 shares; 2025Q3: 16,501 shares; 2025Q4: 16,977 shares; 2026Q1: 16,715 shares; 2026Q2: 16,930 shares 16,930 $3.47M 0.07% +215 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: 50,810 shares; 2024Q4: 47,285 shares; 2025Q1: 47,029 shares; 2025Q2: 21,195 shares; 2025Q3: 16,427 shares; 2025Q4: 16,687 shares; 2026Q1: 39,922 shares; 2026Q2: 61,716 shares 61,716 $3.47M 0.07% +21,794 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,596 shares; 2024Q4: 13,510 shares; 2025Q1: 15,219 shares; 2025Q2: 16,498 shares; 2025Q3: 38,928 shares; 2025Q4: 42,245 shares; 2026Q1: 41,316 shares; 2026Q2: 42,903 shares 42,903 $3.41M 0.06% +1,587 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: 33,601 shares; 2024Q4: 35,360 shares; 2025Q1: 60,524 shares; 2025Q2: 52,006 shares; 2025Q3: 43,315 shares; 2025Q4: 34,044 shares; 2026Q1: 28,165 shares; 2026Q2: 34,796 shares 34,796 $3.36M 0.06% +6,631 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,747 shares; 2026Q1: 56,203 shares; 2026Q2: 55,656 shares 55,656 $3.35M 0.06% -547 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,286 shares; 2025Q1: 36,389 shares; 2025Q2: 50,710 shares; 2025Q3: 40,377 shares; 2025Q4: 42,799 shares; 2026Q1: 56,909 shares; 2026Q2: 67,048 shares 67,048 $3.34M 0.06% +10,139 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: 28,340 shares; 2024Q4: 32,783 shares; 2025Q1: 33,583 shares; 2025Q2: 34,981 shares; 2025Q3: 30,160 shares; 2025Q4: 29,547 shares; 2026Q1: 32,405 shares; 2026Q2: 34,878 shares 34,878 $3.34M 0.06% +2,473 Timeline BKLN 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: 12,990 shares; 2025Q3: 70,556 shares; 2025Q4: 36,723 shares; 2026Q1: 37,955 shares; 2026Q2: 162,678 shares 162,678 $3.31M 0.06% +124,723 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: 34,175 shares; 2024Q4: 31,127 shares; 2025Q1: 27,786 shares; 2025Q2: 22,311 shares; 2025Q3: 31,627 shares; 2025Q4: 32,507 shares; 2026Q1: 34,462 shares; 2026Q2: 65,220 shares 65,220 $3.3M 0.06% +30,758 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,076 shares; 2024Q4: 70,575 shares; 2025Q1: 69,105 shares; 2025Q2: 69,302 shares; 2025Q3: 68,249 shares; 2025Q4: 67,597 shares; 2026Q1: 66,229 shares; 2026Q2: 65,998 shares 65,998 $3.29M 0.06% -231 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,829 shares; 2024Q4: 47,394 shares; 2025Q1: 43,481 shares; 2025Q2: 38,631 shares; 2025Q3: 33,597 shares; 2025Q4: 30,788 shares; 2026Q1: 30,313 shares; 2026Q2: 29,704 shares 29,704 $3.26M 0.06% -609 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: 16,163 shares; 2024Q4: 17,581 shares; 2025Q1: 18,062 shares; 2025Q2: 18,467 shares; 2025Q3: 18,038 shares; 2025Q4: 18,071 shares; 2026Q1: 21,168 shares; 2026Q2: 23,185 shares 23,185 $3.24M 0.06% +2,017 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: 40,978 shares; 2024Q4: 46,168 shares; 2025Q1: 42,144 shares; 2025Q2: 42,112 shares; 2025Q3: 42,702 shares; 2025Q4: 43,552 shares; 2026Q1: 45,543 shares; 2026Q2: 41,362 shares 41,362 $3.24M 0.06% -4,181 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,877 shares; 2024Q4: 56,468 shares; 2025Q1: 42,120 shares; 2025Q2: 41,457 shares; 2025Q3: 48,804 shares; 2025Q4: 69,304 shares; 2026Q1: 176,205 shares; 2026Q2: 77,803 shares 77,803 $3.22M 0.06% -98,402 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: 21,386 shares; 2024Q4: 31,392 shares; 2025Q1: 46,686 shares; 2025Q2: 62,058 shares; 2025Q3: 53,125 shares; 2025Q4: 47,855 shares; 2026Q1: 25,966 shares; 2026Q2: 24,249 shares 24,249 $3.17M 0.06% -1,717 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: 53,397 shares; 2024Q4: 56,478 shares; 2025Q1: 58,622 shares; 2025Q2: 59,293 shares; 2025Q3: 59,625 shares; 2025Q4: 57,861 shares; 2026Q1: 59,370 shares; 2026Q2: 62,419 shares 62,419 $3.16M 0.06% +3,049 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,271 shares; 2025Q1: 3,310 shares; 2025Q2: 3,017 shares; 2025Q3: 2,991 shares; 2025Q4: 3,360 shares; 2026Q1: 3,713 shares; 2026Q2: 3,287 shares 3,287 $3.16M 0.06% -426 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: 9,064 shares; 2024Q4: 9,638 shares; 2025Q1: 8,566 shares; 2025Q2: 8,651 shares; 2025Q3: 8,358 shares; 2025Q4: 8,410 shares; 2026Q1: 8,826 shares; 2026Q2: 8,901 shares 8,901 $3.15M 0.06% +75 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,713 shares; 2024Q4: 45,992 shares; 2025Q1: 45,145 shares; 2025Q2: 48,393 shares; 2025Q3: 76,335 shares; 2025Q4: 78,075 shares; 2026Q1: 76,781 shares; 2026Q2: 78,870 shares 78,870 $3.12M 0.06% +2,089 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,005 shares; 2024Q4: not reported; 2025Q1: 23,766 shares; 2025Q2: 28,495 shares; 2025Q3: 31,450 shares; 2025Q4: 36,530 shares; 2026Q1: 44,975 shares; 2026Q2: 81,665 shares 81,665 $3.06M 0.06% +36,690 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 56,885 shares; 2026Q2: 60,608 shares 60,608 $3.06M 0.06% +3,723 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: 24,687 shares; 2024Q4: 23,329 shares; 2025Q1: 23,086 shares; 2025Q2: 22,070 shares; 2025Q3: 20,421 shares; 2025Q4: 21,816 shares; 2026Q1: 24,130 shares; 2026Q2: 26,763 shares 26,763 $3.06M 0.06% +2,633 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: 21,544 shares; 2024Q4: 21,034 shares; 2025Q1: 19,344 shares; 2025Q2: 21,396 shares; 2025Q3: 20,497 shares; 2025Q4: 20,767 shares; 2026Q1: 22,209 shares; 2026Q2: 24,041 shares 24,041 $3.04M 0.06% +1,832 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,556 shares; 2026Q2: 133,940 shares 133,940 $3.04M 0.06% +7,384 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,727 shares; 2026Q2: 60,202 shares 60,202 $3.03M 0.06% +21,475 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,037 shares; 2026Q2: 32,414 shares 32,414 $3.03M 0.06% +2,377 Timeline FDHY 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: 58,309 shares; 2026Q2: 61,714 shares 61,714 $3.03M 0.06% +3,405 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,535 shares; 2025Q3: 34,963 shares; 2025Q4: 52,285 shares; 2026Q1: 64,938 shares; 2026Q2: 66,011 shares 66,011 $3.01M 0.06% +1,073 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,513 shares; 2024Q4: 4,461 shares; 2025Q1: 4,964 shares; 2025Q2: 5,360 shares; 2025Q3: 5,827 shares; 2025Q4: 6,156 shares; 2026Q1: 6,577 shares; 2026Q2: 34,221 shares 34,221 $3.01M 0.06% +27,644 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,544 shares; 2024Q4: 21,563 shares; 2025Q1: 20,232 shares; 2025Q2: 19,435 shares; 2025Q3: 16,962 shares; 2025Q4: 16,915 shares; 2026Q1: 16,147 shares; 2026Q2: 23,484 shares 23,484 $2.99M 0.06% +7,337 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,552 shares; 2024Q4: 43,552 shares; 2025Q1: 43,567 shares; 2025Q2: 43,551 shares; 2025Q3: 43,558 shares; 2025Q4: 43,558 shares; 2026Q1: 43,558 shares; 2026Q2: 43,569 shares 43,569 $2.99M 0.06% +11 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: 54,949 shares; 2026Q1: 79,305 shares; 2026Q2: 126,901 shares 126,901 $2.97M 0.06% +47,596 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,690 shares; 2025Q4: 7,871 shares; 2026Q1: 8,547 shares; 2026Q2: 9,781 shares 9,781 $2.96M 0.06% +1,234 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,662 shares; 2024Q4: 19,103 shares; 2025Q1: 23,051 shares; 2025Q2: 33,436 shares; 2025Q3: 29,697 shares; 2025Q4: 30,572 shares; 2026Q1: 32,156 shares; 2026Q2: 38,862 shares 38,862 $2.96M 0.06% +6,706 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,821 shares; 2024Q4: 47,663 shares; 2025Q1: 41,781 shares; 2025Q2: 93,978 shares; 2025Q3: 107,303 shares; 2025Q4: 105,846 shares; 2026Q1: 36,472 shares; 2026Q2: 27,438 shares 27,438 $2.94M 0.06% -9,034 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,172 shares; 2026Q2: 54,293 shares 54,293 $2.93M 0.06% +2,121 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,693 shares; 2024Q4: 30,925 shares; 2025Q1: 131,492 shares; 2025Q2: 243,861 shares; 2025Q3: 79,644 shares; 2025Q4: 28,906 shares; 2026Q1: 28,831 shares; 2026Q2: 28,647 shares 28,647 $2.93M 0.06% -184 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: 14,551 shares; 2024Q4: 16,852 shares; 2025Q1: 16,464 shares; 2025Q2: 17,258 shares; 2025Q3: 17,321 shares; 2025Q4: 17,256 shares; 2026Q1: 16,983 shares; 2026Q2: 17,281 shares 17,281 $2.92M 0.06% +298 Timeline SHYL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,989 shares; 2025Q3: 24,867 shares; 2025Q4: 51,471 shares; 2026Q1: 45,625 shares; 2026Q2: 65,691 shares 65,691 $2.92M 0.06% +20,066 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,865 shares; 2025Q1: 54,217 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,915 shares 115,915 $2.9M 0.05% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,963 shares; 2024Q4: 61,747 shares; 2025Q1: 59,485 shares; 2025Q2: 57,669 shares; 2025Q3: 56,969 shares; 2025Q4: 57,254 shares; 2026Q1: 56,554 shares; 2026Q2: 56,246 shares 56,246 $2.89M 0.05% -308 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,234 shares; 2025Q2: 28,341 shares; 2025Q3: 30,259 shares; 2025Q4: 30,175 shares; 2026Q1: 34,152 shares; 2026Q2: 34,859 shares 34,859 $2.88M 0.05% +707 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: 23,078 shares; 2024Q4: 22,073 shares; 2025Q1: 18,156 shares; 2025Q2: 21,228 shares; 2025Q3: 22,978 shares; 2025Q4: 22,172 shares; 2026Q1: 21,407 shares; 2026Q2: 22,689 shares 22,689 $2.87M 0.05% +1,282 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: 12,962 shares; 2024Q4: 12,962 shares; 2025Q1: 14,178 shares; 2025Q2: 15,264 shares; 2025Q3: 13,106 shares; 2025Q4: 13,286 shares; 2026Q1: 13,349 shares; 2026Q2: 12,842 shares 12,842 $2.86M 0.05% -507 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,505 shares; 2025Q3: 6,147 shares; 2025Q4: 19,421 shares; 2026Q1: 37,225 shares; 2026Q2: 47,587 shares 47,587 $2.84M 0.05% +10,362 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,970 shares; 2025Q4: 36,126 shares; 2026Q1: 36,899 shares; 2026Q2: 35,361 shares 35,361 $2.84M 0.05% -1,538 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: 7,849 shares; 2024Q4: 8,259 shares; 2025Q1: 6,605 shares; 2025Q2: 7,409 shares; 2025Q3: 7,350 shares; 2025Q4: 7,710 shares; 2026Q1: 7,728 shares; 2026Q2: 8,330 shares 8,330 $2.82M 0.05% +602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: 1,213 shares; 2026Q1: 1,145 shares; 2026Q2: 2,919 shares 2,919 $2.82M 0.05% +1,774 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: 54,652 shares; 2024Q4: 55,393 shares; 2025Q1: 68,897 shares; 2025Q2: 88,992 shares; 2025Q3: 108,882 shares; 2025Q4: 109,099 shares; 2026Q1: 43,415 shares; 2026Q2: 48,612 shares 48,612 $2.8M 0.05% +5,197 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: 10,068 shares; 2024Q4: 9,030 shares; 2025Q1: 20,709 shares; 2025Q2: 44,398 shares; 2025Q3: 39,463 shares; 2025Q4: 39,169 shares; 2026Q1: 98,775 shares; 2026Q2: 40,935 shares 40,935 $2.8M 0.05% -57,840 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: 41,463 shares; 2024Q4: 44,157 shares; 2025Q1: 43,658 shares; 2025Q2: 40,140 shares; 2025Q3: 37,803 shares; 2025Q4: 32,198 shares; 2026Q1: 24,909 shares; 2026Q2: 22,497 shares 22,497 $2.8M 0.05% -2,412 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,241 shares; 2024Q4: 6,236 shares; 2025Q1: 7,539 shares; 2025Q2: 7,519 shares; 2025Q3: 7,522 shares; 2025Q4: 7,408 shares; 2026Q1: 7,449 shares; 2026Q2: 7,146 shares 7,146 $2.79M 0.05% -303 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: 18,981 shares; 2024Q4: 24,198 shares; 2025Q1: 22,624 shares; 2025Q2: 22,940 shares; 2025Q3: 29,742 shares; 2025Q4: 30,097 shares; 2026Q1: 30,728 shares; 2026Q2: 33,492 shares 33,492 $2.77M 0.05% +2,764 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: 4,529 shares; 2024Q4: 2,630 shares; 2025Q1: 3,179 shares; 2025Q2: 4,242 shares; 2025Q3: 4,073 shares; 2025Q4: 4,025 shares; 2026Q1: 4,169 shares; 2026Q2: 4,352 shares 4,352 $2.76M 0.05% +183 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,412 shares; 2026Q2: 53,024 shares 53,024 $2.75M 0.05% +46,612 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,755 shares; 2024Q4: 23,803 shares; 2025Q1: 23,808 shares; 2025Q2: 24,064 shares; 2025Q3: 26,877 shares; 2025Q4: 28,085 shares; 2026Q1: 30,376 shares; 2026Q2: 31,144 shares 31,144 $2.73M 0.05% +768 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,117 shares; 2026Q2: 26,912 shares 26,912 $2.72M 0.05% +20,795 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,766 shares; 2024Q4: 52,982 shares; 2025Q1: 53,013 shares; 2025Q2: 53,155 shares; 2025Q3: 52,613 shares; 2025Q4: 52,387 shares; 2026Q1: 52,229 shares; 2026Q2: 51,713 shares 51,713 $2.71M 0.05% -516 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: 6,828 shares; 2024Q4: 6,929 shares; 2025Q1: 12,474 shares; 2025Q2: 15,061 shares; 2025Q3: 21,518 shares; 2025Q4: 22,371 shares; 2026Q1: 10,614 shares; 2026Q2: 7,397 shares 7,397 $2.71M 0.05% -3,217 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: 20,994 shares; 2024Q4: 20,252 shares; 2025Q1: 20,153 shares; 2025Q2: 28,504 shares; 2025Q3: 26,843 shares; 2025Q4: 27,967 shares; 2026Q1: 25,701 shares; 2026Q2: 23,763 shares 23,763 $2.69M 0.05% -1,938 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: 6,115 shares; 2024Q4: 6,030 shares; 2025Q1: 5,548 shares; 2025Q2: 6,053 shares; 2025Q3: 6,057 shares; 2025Q4: 5,833 shares; 2026Q1: 5,305 shares; 2026Q2: 5,199 shares 5,199 $2.67M 0.05% -106 Timeline SPMB 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: 255,817 shares; 2024Q4: 216,744 shares; 2025Q1: 201,663 shares; 2025Q2: 173,329 shares; 2025Q3: 171,937 shares; 2025Q4: 176,787 shares; 2026Q1: 217,259 shares; 2026Q2: 119,069 shares 119,069 $2.66M 0.05% -98,190 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,780 shares; 2024Q4: 77,602 shares; 2025Q1: 76,957 shares; 2025Q2: 142,126 shares; 2025Q3: 141,787 shares; 2025Q4: 136,638 shares; 2026Q1: 137,531 shares; 2026Q2: 140,114 shares 140,114 $2.65M 0.05% +2,583 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: 35,887 shares; 2024Q4: 36,835 shares; 2025Q1: 37,148 shares; 2025Q2: 36,728 shares; 2025Q3: 36,984 shares; 2025Q4: 37,208 shares; 2026Q1: 37,771 shares; 2026Q2: 37,743 shares 37,743 $2.64M 0.05% -28 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,213 shares; 2025Q3: 15,213 shares; 2025Q4: 27,375 shares; 2026Q1: 69,445 shares; 2026Q2: 117,880 shares 117,880 $2.63M 0.05% +48,435 Timeline JBL JABIL INC More: the full row for JABIL 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: 6,715 shares; 2025Q4: 6,654 shares; 2026Q1: 6,542 shares; 2026Q2: 6,782 shares 6,782 $2.61M 0.05% +240 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,598 shares; 2024Q4: 75,658 shares; 2025Q1: 82,901 shares; 2025Q2: 94,255 shares; 2025Q3: 94,783 shares; 2025Q4: 93,235 shares; 2026Q1: 87,136 shares; 2026Q2: 85,413 shares 85,413 $2.6M 0.05% -1,723 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,614 shares 64,614 $2.6M 0.05% new Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,553 shares; 2024Q4: 105,133 shares; 2025Q1: 106,967 shares; 2025Q2: 111,898 shares; 2025Q3: 113,609 shares; 2025Q4: 113,353 shares; 2026Q1: 116,382 shares; 2026Q2: 100,596 shares 100,596 $2.59M 0.05% -15,786 Timeline FDIV 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: 100,735 shares; 2024Q4: 116,938 shares; 2025Q1: 135,676 shares; 2025Q2: 153,178 shares; 2025Q3: not reported; 2025Q4: 47,505 shares; 2026Q1: 85,305 shares; 2026Q2: 92,969 shares 92,969 $2.58M 0.05% +7,664 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,766 shares; 2024Q4: 41,545 shares; 2025Q1: 53,950 shares; 2025Q2: 52,669 shares; 2025Q3: 22,016 shares; 2025Q4: 20,953 shares; 2026Q1: 22,000 shares; 2026Q2: 22,681 shares 22,681 $2.58M 0.05% +681 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: 41,351 shares; 2024Q4: 38,097 shares; 2025Q1: 41,507 shares; 2025Q2: 51,995 shares; 2025Q3: 49,243 shares; 2025Q4: 48,210 shares; 2026Q1: 46,727 shares; 2026Q2: 47,513 shares 47,513 $2.58M 0.05% +786 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: 33,626 shares; 2024Q4: 39,221 shares; 2025Q1: 52,525 shares; 2025Q2: 55,527 shares; 2025Q3: 56,939 shares; 2025Q4: 58,351 shares; 2026Q1: 63,914 shares; 2026Q2: 64,054 shares 64,054 $2.58M 0.05% +140 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123,736 shares 123,736 $2.57M 0.05% new 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: 20,852 shares; 2024Q4: 19,787 shares; 2025Q1: 19,703 shares; 2025Q2: 19,584 shares; 2025Q3: 17,300 shares; 2025Q4: 17,576 shares; 2026Q1: 17,933 shares; 2026Q2: 16,847 shares 16,847 $2.55M 0.05% -1,086 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares; 2025Q3: 14,898 shares; 2025Q4: 15,421 shares; 2026Q1: 18,255 shares; 2026Q2: 72,085 shares 72,085 $2.54M 0.05% +53,830 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,239 shares; 2026Q2: 1,276 shares 1,276 $2.53M 0.05% +37 Timeline MOAT 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: 48,293 shares; 2024Q4: 48,152 shares; 2025Q1: 47,746 shares; 2025Q2: 41,197 shares; 2025Q3: 36,404 shares; 2025Q4: 27,410 shares; 2026Q1: 25,990 shares; 2026Q2: 24,145 shares 24,145 $2.51M 0.05% -1,845 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,072 shares; 2024Q4: 9,575 shares; 2025Q1: 8,569 shares; 2025Q2: 8,700 shares; 2025Q3: 8,826 shares; 2025Q4: 9,204 shares; 2026Q1: 8,691 shares; 2026Q2: 8,613 shares 8,613 $2.5M 0.05% -78 Timeline JGLO 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: 49,129 shares; 2025Q4: 50,852 shares; 2026Q1: 37,452 shares; 2026Q2: 34,943 shares 34,943 $2.49M 0.05% -2,509 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,164 shares; 2024Q4: 7,053 shares; 2025Q1: 7,249 shares; 2025Q2: 7,506 shares; 2025Q3: 7,077 shares; 2025Q4: 6,956 shares; 2026Q1: 6,592 shares; 2026Q2: 11,618 shares 11,618 $2.48M 0.05% +5,026 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: 25,723 shares; 2024Q4: 22,269 shares; 2025Q1: 21,298 shares; 2025Q2: 17,974 shares; 2025Q3: 18,859 shares; 2025Q4: 20,115 shares; 2026Q1: 18,737 shares; 2026Q2: 22,492 shares 22,492 $2.42M 0.05% +3,755 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,600 shares; 2025Q4: 35,547 shares; 2026Q1: 35,249 shares; 2026Q2: 32,672 shares 32,672 $2.41M 0.05% -2,577 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,137 shares 112,137 $2.4M 0.05% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,427 shares; 2024Q4: 18,893 shares; 2025Q1: 21,983 shares; 2025Q2: 22,778 shares; 2025Q3: 27,900 shares; 2025Q4: 29,218 shares; 2026Q1: 33,363 shares; 2026Q2: 33,457 shares 33,457 $2.39M 0.05% +94 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: 25,293 shares; 2024Q4: 25,261 shares; 2025Q1: 24,146 shares; 2025Q2: 25,255 shares; 2025Q3: 24,666 shares; 2025Q4: 23,028 shares; 2026Q1: 21,665 shares; 2026Q2: 21,719 shares 21,719 $2.37M 0.04% +54 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: 11,362 shares; 2024Q4: 11,531 shares; 2025Q1: 13,050 shares; 2025Q2: 13,220 shares; 2025Q3: 12,936 shares; 2025Q4: 12,722 shares; 2026Q1: 13,637 shares; 2026Q2: 10,715 shares 10,715 $2.36M 0.04% -2,922 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: 14,766 shares; 2024Q4: 14,759 shares; 2025Q1: 15,970 shares; 2025Q2: 16,360 shares; 2025Q3: 16,744 shares; 2025Q4: 16,590 shares; 2026Q1: 15,617 shares; 2026Q2: 15,491 shares 15,491 $2.36M 0.04% -126 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: 3,950 shares; 2024Q4: 2,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,158 shares; 2025Q4: 10,616 shares; 2026Q1: 5,831 shares; 2026Q2: 6,459 shares 6,459 $2.36M 0.04% +628 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,968 shares; 2025Q3: 115,659 shares; 2025Q4: 134,649 shares; 2026Q1: 134,649 shares; 2026Q2: 123,568 shares 123,568 $2.34M 0.04% -11,081 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,819 shares; 2025Q3: 9,072 shares; 2025Q4: 9,543 shares; 2026Q1: 9,871 shares; 2026Q2: 9,550 shares 9,550 $2.34M 0.04% -321 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: 5,723 shares; 2024Q4: 9,777 shares; 2025Q1: 9,091 shares; 2025Q2: 9,131 shares; 2025Q3: 9,111 shares; 2025Q4: 9,123 shares; 2026Q1: 9,094 shares; 2026Q2: 9,141 shares 9,141 $2.34M 0.04% +47 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: 9,494 shares; 2024Q4: 12,972 shares; 2025Q1: 8,178 shares; 2025Q2: 8,270 shares; 2025Q3: 8,454 shares; 2025Q4: 7,861 shares; 2026Q1: 7,977 shares; 2026Q2: 8,584 shares 8,584 $2.33M 0.04% +607 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,060 shares; 2025Q2: 37,060 shares; 2025Q3: 52,628 shares; 2025Q4: 44,992 shares; 2026Q1: 81,116 shares; 2026Q2: 81,097 shares 81,097 $2.27M 0.04% -19 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,575 shares; 2025Q2: 9,447 shares; 2025Q3: 8,638 shares; 2025Q4: 26,653 shares; 2026Q1: 45,907 shares; 2026Q2: 46,996 shares 46,996 $2.26M 0.04% +1,089 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: 41,034 shares; 2024Q4: 43,864 shares; 2025Q1: 26,283 shares; 2025Q2: 21,371 shares; 2025Q3: 20,474 shares; 2025Q4: 22,566 shares; 2026Q1: 19,735 shares; 2026Q2: 15,465 shares 15,465 $2.26M 0.04% -4,270 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: 16,529 shares; 2024Q4: 19,111 shares; 2025Q1: 19,850 shares; 2025Q2: 25,247 shares; 2025Q3: 36,263 shares; 2025Q4: 36,490 shares; 2026Q1: 33,558 shares; 2026Q2: 38,299 shares 38,299 $2.26M 0.04% +4,741 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,383 shares; 2024Q4: 55,323 shares; 2025Q1: 53,150 shares; 2025Q2: 49,508 shares; 2025Q3: 48,433 shares; 2025Q4: 47,672 shares; 2026Q1: 82,094 shares; 2026Q2: 83,307 shares 83,307 $2.25M 0.04% +1,213 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 2,045 shares; 2025Q1: 3,504 shares; 2025Q2: 2,684 shares; 2025Q3: 2,818 shares; 2025Q4: 2,802 shares; 2026Q1: 9,279 shares; 2026Q2: 9,928 shares 9,928 $2.25M 0.04% +649 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: 2,120 shares; 2024Q4: 2,144 shares; 2025Q1: 2,213 shares; 2025Q2: 2,378 shares; 2025Q3: 2,681 shares; 2025Q4: 7,979 shares; 2026Q1: 5,514 shares; 2026Q2: 5,131 shares 5,131 $2.25M 0.04% -383 Timeline SKYY 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: 5,176 shares; 2024Q4: 5,179 shares; 2025Q1: 9,252 shares; 2025Q2: 13,584 shares; 2025Q3: 13,783 shares; 2025Q4: 11,817 shares; 2026Q1: 18,832 shares; 2026Q2: 16,583 shares 16,583 $2.23M 0.04% -2,249 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,583 shares; 2024Q4: 9,154 shares; 2025Q1: 8,382 shares; 2025Q2: 8,390 shares; 2025Q3: 18,583 shares; 2025Q4: 15,391 shares; 2026Q1: 36,713 shares; 2026Q2: 42,932 shares 42,932 $2.23M 0.04% +6,219 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,364 shares; 2024Q4: 30,364 shares; 2025Q1: 43,296 shares; 2025Q2: 42,696 shares; 2025Q3: 42,696 shares; 2025Q4: 42,471 shares; 2026Q1: 44,471 shares; 2026Q2: 43,995 shares 43,995 $2.22M 0.04% -476 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,643 shares; 2024Q4: 6,766 shares; 2025Q1: 7,795 shares; 2025Q2: 8,327 shares; 2025Q3: 8,674 shares; 2025Q4: 8,775 shares; 2026Q1: 8,592 shares; 2026Q2: 8,521 shares 8,521 $2.22M 0.04% -71 Timeline XBI 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: 17,680 shares; 2024Q4: 16,919 shares; 2025Q1: 16,298 shares; 2025Q2: 15,545 shares; 2025Q3: 14,431 shares; 2025Q4: 14,083 shares; 2026Q1: 13,944 shares; 2026Q2: 13,983 shares 13,983 $2.21M 0.04% +39 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: 35,607 shares; 2024Q4: 18,927 shares; 2025Q1: 33,013 shares; 2025Q2: 33,401 shares; 2025Q3: 35,340 shares; 2025Q4: 36,594 shares; 2026Q1: 35,093 shares; 2026Q2: 26,260 shares 26,260 $2.2M 0.04% -8,833 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,631 shares; 2026Q2: 76,870 shares 76,870 $2.19M 0.04% +15,239 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: 1,650 shares; 2024Q4: 2,071 shares; 2025Q1: 2,210 shares; 2025Q2: 2,977 shares; 2025Q3: 6,245 shares; 2025Q4: 6,301 shares; 2026Q1: 6,210 shares; 2026Q2: 6,416 shares 6,416 $2.19M 0.04% +206 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,835 shares; 2024Q4: 62,389 shares; 2025Q1: 70,738 shares; 2025Q2: 69,107 shares; 2025Q3: 68,265 shares; 2025Q4: 61,259 shares; 2026Q1: 58,604 shares; 2026Q2: 57,164 shares 57,164 $2.19M 0.04% -1,440 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,774 shares; 2024Q4: 14,804 shares; 2025Q1: 16,872 shares; 2025Q2: 17,574 shares; 2025Q3: 21,692 shares; 2025Q4: 21,150 shares; 2026Q1: 20,721 shares; 2026Q2: 20,509 shares 20,509 $2.18M 0.04% -212 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: 3,032 shares; 2024Q4: 2,947 shares; 2025Q1: 3,268 shares; 2025Q2: 3,101 shares; 2025Q3: 2,803 shares; 2025Q4: 2,811 shares; 2026Q1: 2,810 shares; 2026Q2: 2,887 shares 2,887 $2.18M 0.04% +77 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,056 shares; 2024Q4: 21,951 shares; 2025Q1: 22,527 shares; 2025Q2: 23,597 shares; 2025Q3: 24,099 shares; 2025Q4: 23,837 shares; 2026Q1: 23,859 shares; 2026Q2: 38,505 shares 38,505 $2.18M 0.04% +14,646 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,287 shares; 2024Q4: 13,286 shares; 2025Q1: 13,209 shares; 2025Q2: 13,209 shares; 2025Q3: 57,701 shares; 2025Q4: 47,663 shares; 2026Q1: 52,715 shares; 2026Q2: 47,548 shares 47,548 $2.17M 0.04% -5,167 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: 32,222 shares; 2024Q4: 36,693 shares; 2025Q1: 34,421 shares; 2025Q2: 30,147 shares; 2025Q3: 26,394 shares; 2025Q4: 23,579 shares; 2026Q1: 18,476 shares; 2026Q2: 21,204 shares 21,204 $2.17M 0.04% +2,728 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,412 shares; 2024Q4: 21,776 shares; 2025Q1: 20,201 shares; 2025Q2: 22,597 shares; 2025Q3: 21,304 shares; 2025Q4: 21,045 shares; 2026Q1: 22,900 shares; 2026Q2: 23,288 shares 23,288 $2.16M 0.04% +388 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: 10,927 shares; 2024Q4: 10,801 shares; 2025Q1: 10,922 shares; 2025Q2: 11,670 shares; 2025Q3: 10,689 shares; 2025Q4: 10,832 shares; 2026Q1: 9,712 shares; 2026Q2: 9,682 shares 9,682 $2.16M 0.04% -30 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,558 shares; 2025Q3: 23,671 shares; 2025Q4: 23,069 shares; 2026Q1: 19,350 shares; 2026Q2: 21,437 shares 21,437 $2.15M 0.04% +2,087 Timeline SCHP 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: 62,194 shares; 2024Q4: 61,026 shares; 2025Q1: 61,454 shares; 2025Q2: 64,369 shares; 2025Q3: 68,313 shares; 2025Q4: 66,429 shares; 2026Q1: 67,468 shares; 2026Q2: 80,845 shares 80,845 $2.14M 0.04% +13,377 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,739 shares; 2024Q4: 15,381 shares; 2025Q1: 12,954 shares; 2025Q2: 17,090 shares; 2025Q3: 18,930 shares; 2025Q4: 20,682 shares; 2026Q1: 20,120 shares; 2026Q2: 20,498 shares 20,498 $2.13M 0.04% +378 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,639 shares; 2024Q4: 16,340 shares; 2025Q1: 16,980 shares; 2025Q2: 17,196 shares; 2025Q3: 16,945 shares; 2025Q4: 17,404 shares; 2026Q1: 18,375 shares; 2026Q2: 18,088 shares 18,088 $2.12M 0.04% -287 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: 15,951 shares; 2024Q4: 15,690 shares; 2025Q1: 17,344 shares; 2025Q2: 16,201 shares; 2025Q3: 16,456 shares; 2025Q4: 16,139 shares; 2026Q1: 16,959 shares; 2026Q2: 17,958 shares 17,958 $2.11M 0.04% +999 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: 10,532 shares; 2024Q4: 10,045 shares; 2025Q1: 9,192 shares; 2025Q2: 10,700 shares; 2025Q3: 11,422 shares; 2025Q4: 13,235 shares; 2026Q1: 13,418 shares; 2026Q2: 15,416 shares 15,416 $2.11M 0.04% +1,998 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,294 shares; 2024Q4: 20,043 shares; 2025Q1: 20,541 shares; 2025Q2: 20,858 shares; 2025Q3: 21,585 shares; 2025Q4: 21,088 shares; 2026Q1: 20,938 shares; 2026Q2: 22,010 shares 22,010 $2.07M 0.04% +1,072 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: 6,936 shares; 2024Q4: 7,028 shares; 2025Q1: 9,417 shares; 2025Q2: 9,837 shares; 2025Q3: 8,895 shares; 2025Q4: 8,962 shares; 2026Q1: 8,457 shares; 2026Q2: 8,421 shares 8,421 $2.05M 0.04% -36 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: 68,279 shares; 2024Q4: 59,609 shares; 2025Q1: 58,462 shares; 2025Q2: 43,589 shares; 2025Q3: 38,085 shares; 2025Q4: 33,138 shares; 2026Q1: 39,855 shares; 2026Q2: 46,386 shares 46,386 $2.04M 0.04% +6,531 Timeline FXH 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: 10,475 shares; 2024Q4: 9,417 shares; 2025Q1: 8,516 shares; 2025Q2: 7,916 shares; 2025Q3: 7,603 shares; 2025Q4: 11,417 shares; 2026Q1: 7,175 shares; 2026Q2: 16,547 shares 16,547 $2.03M 0.04% +9,372 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,343 shares; 2024Q4: 7,153 shares; 2025Q1: 7,938 shares; 2025Q2: 9,012 shares; 2025Q3: 9,310 shares; 2025Q4: 9,918 shares; 2026Q1: 8,781 shares; 2026Q2: 9,038 shares 9,038 $2.02M 0.04% +257 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,915 shares; 2024Q4: 10,301 shares; 2025Q1: 10,982 shares; 2025Q2: 10,991 shares; 2025Q3: 10,872 shares; 2025Q4: 18,883 shares; 2026Q1: 12,533 shares; 2026Q2: 20,562 shares 20,562 $2.02M 0.04% +8,029 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,182 shares; 2024Q4: 14,879 shares; 2025Q1: 16,439 shares; 2025Q2: 16,570 shares; 2025Q3: 36,010 shares; 2025Q4: 36,540 shares; 2026Q1: 40,841 shares; 2026Q2: 41,552 shares 41,552 $1.98M 0.04% +711 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,759 shares; 2024Q4: 64,650 shares; 2025Q1: 65,150 shares; 2025Q2: 73,004 shares; 2025Q3: 75,827 shares; 2025Q4: 74,187 shares; 2026Q1: 64,405 shares; 2026Q2: 65,752 shares 65,752 $1.97M 0.04% +1,347 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,888 shares; 2026Q2: 3,898 shares 3,898 $1.97M 0.04% +10 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,773 shares 95,773 $1.97M 0.04% new 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: 21,560 shares; 2024Q4: 22,368 shares; 2025Q1: 24,414 shares; 2025Q2: 24,872 shares; 2025Q3: 26,139 shares; 2025Q4: 26,976 shares; 2026Q1: 28,071 shares; 2026Q2: 28,175 shares 28,175 $1.96M 0.04% +104 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,339 shares; 2025Q4: 38,390 shares; 2026Q1: 20,687 shares; 2026Q2: 22,027 shares 22,027 $1.96M 0.04% +1,340 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,715 shares; 2025Q1: not reported; 2025Q2: 36,023 shares; 2025Q3: 38,173 shares; 2025Q4: 41,471 shares; 2026Q1: 45,004 shares; 2026Q2: 48,017 shares 48,017 $1.95M 0.04% +3,013 Timeline DFSI 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: not reported; 2026Q2: 43,124 shares 43,124 $1.94M 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,981 shares; 2024Q4: 18,312 shares; 2025Q1: 18,668 shares; 2025Q2: 19,779 shares; 2025Q3: 24,300 shares; 2025Q4: 22,332 shares; 2026Q1: 20,387 shares; 2026Q2: 20,743 shares 20,743 $1.94M 0.04% +356 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,144 shares; 2025Q4: 3,494 shares; 2026Q1: 17,644 shares; 2026Q2: 19,982 shares 19,982 $1.94M 0.04% +2,338 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,336 shares; 2024Q4: 37,509 shares; 2025Q1: 29,831 shares; 2025Q2: 32,953 shares; 2025Q3: 34,613 shares; 2025Q4: 34,739 shares; 2026Q1: 35,565 shares; 2026Q2: 38,074 shares 38,074 $1.94M 0.04% +2,509 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,338 shares; 2024Q4: 7,829 shares; 2025Q1: 7,771 shares; 2025Q2: 8,685 shares; 2025Q3: 6,895 shares; 2025Q4: 6,916 shares; 2026Q1: 7,221 shares; 2026Q2: 8,076 shares 8,076 $1.93M 0.04% +855 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,380 shares; 2024Q4: 36,483 shares; 2025Q1: 43,319 shares; 2025Q2: 45,456 shares; 2025Q3: 38,614 shares; 2025Q4: 39,951 shares; 2026Q1: 37,447 shares; 2026Q2: 38,668 shares 38,668 $1.93M 0.04% +1,221 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,737 shares; 2024Q4: 104,678 shares; 2025Q1: 110,813 shares; 2025Q2: 88,894 shares; 2025Q3: 57,595 shares; 2025Q4: 52,805 shares; 2026Q1: 51,848 shares; 2026Q2: 52,118 shares 52,118 $1.93M 0.04% +270 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,456 shares; 2025Q2: 23,308 shares; 2025Q3: 25,478 shares; 2025Q4: 28,447 shares; 2026Q1: 29,000 shares; 2026Q2: 35,853 shares 35,853 $1.92M 0.04% +6,853 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,084 shares; 2026Q2: 67,434 shares 67,434 $1.92M 0.04% -50,650 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: 2,269 shares; 2025Q1: 2,513 shares; 2025Q2: 18,037 shares; 2025Q3: 16,478 shares; 2025Q4: 16,090 shares; 2026Q1: 15,816 shares; 2026Q2: 15,802 shares 15,802 $1.9M 0.04% -14 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,124 shares; 2024Q4: 14,124 shares; 2025Q1: 12,904 shares; 2025Q2: 13,892 shares; 2025Q3: 46,105 shares; 2025Q4: 44,653 shares; 2026Q1: 42,101 shares; 2026Q2: 44,745 shares 44,745 $1.89M 0.04% +2,644 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: 32,587 shares; 2024Q4: 23,221 shares; 2025Q1: 21,995 shares; 2025Q2: 22,275 shares; 2025Q3: 22,420 shares; 2025Q4: 22,765 shares; 2026Q1: 26,424 shares; 2026Q2: 27,859 shares 27,859 $1.88M 0.04% +1,435 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,625 shares; 2026Q2: 18,560 shares 18,560 $1.88M 0.04% +3,935 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 94,861 shares; 2025Q4: 94,861 shares; 2026Q1: 101,099 shares; 2026Q2: 104,179 shares 104,179 $1.86M 0.04% +3,080 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: 10,856 shares 10,856 $1.85M 0.03% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,492 shares; 2025Q2: 92,078 shares; 2025Q3: 103,616 shares; 2025Q4: 105,634 shares; 2026Q1: 123,100 shares; 2026Q2: 127,433 shares 127,433 $1.85M 0.03% +4,333 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,303 shares; 2024Q4: 18,604 shares; 2025Q1: 23,880 shares; 2025Q2: 18,814 shares; 2025Q3: 18,694 shares; 2025Q4: 18,462 shares; 2026Q1: 22,724 shares; 2026Q2: 22,252 shares 22,252 $1.85M 0.03% -472 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 117,089 shares; 2026Q2: 149,401 shares 149,401 $1.84M 0.03% +32,312 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,463 shares; 2024Q4: 10,443 shares; 2025Q1: 9,299 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares; 2025Q4: 9,147 shares; 2026Q1: 9,254 shares; 2026Q2: 9,173 shares 9,173 $1.83M 0.03% -81 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,703 shares; 2025Q4: 20,947 shares; 2026Q1: 14,606 shares; 2026Q2: 20,519 shares 20,519 $1.82M 0.03% +5,913 Timeline QYLD 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: 65,677 shares; 2024Q4: 64,354 shares; 2025Q1: 71,311 shares; 2025Q2: 76,320 shares; 2025Q3: 77,478 shares; 2025Q4: 79,786 shares; 2026Q1: 93,542 shares; 2026Q2: 98,602 shares 98,602 $1.82M 0.03% +5,060 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,593 shares; 2024Q4: 32,123 shares; 2025Q1: 33,470 shares; 2025Q2: 34,174 shares; 2025Q3: 37,521 shares; 2025Q4: 36,599 shares; 2026Q1: 36,511 shares; 2026Q2: 37,338 shares 37,338 $1.81M 0.03% +827 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,894 shares; 2024Q4: 123,623 shares; 2025Q1: 124,445 shares; 2025Q2: 111,956 shares; 2025Q3: 108,308 shares; 2025Q4: 109,361 shares; 2026Q1: 109,492 shares; 2026Q2: 119,705 shares 119,705 $1.78M 0.03% +10,213 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,093 shares; 2024Q4: 19,127 shares; 2025Q1: 18,741 shares; 2025Q2: 18,417 shares; 2025Q3: 17,499 shares; 2025Q4: 16,216 shares; 2026Q1: 17,981 shares; 2026Q2: 16,269 shares 16,269 $1.78M 0.03% -1,712 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: 11,356 shares; 2024Q4: 10,750 shares; 2025Q1: 11,950 shares; 2025Q2: 13,629 shares; 2025Q3: 12,473 shares; 2025Q4: 11,406 shares; 2026Q1: 15,696 shares; 2026Q2: 11,346 shares 11,346 $1.78M 0.03% -4,350 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,733 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925 shares; 2025Q4: 990 shares; 2026Q1: 783 shares; 2026Q2: 2,117 shares 2,117 $1.78M 0.03% +1,334 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: 35,003 shares; 2024Q4: 40,049 shares; 2025Q1: 43,448 shares; 2025Q2: 45,859 shares; 2025Q3: 45,248 shares; 2025Q4: 46,015 shares; 2026Q1: 47,504 shares; 2026Q2: 45,656 shares 45,656 $1.77M 0.03% -1,848 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: 4,729 shares; 2024Q4: 5,075 shares; 2025Q1: 5,441 shares; 2025Q2: 5,919 shares; 2025Q3: 5,570 shares; 2025Q4: 5,194 shares; 2026Q1: 5,134 shares; 2026Q2: 6,408 shares 6,408 $1.77M 0.03% +1,274 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,710 shares; 2024Q4: 3,223 shares; 2025Q1: 3,084 shares; 2025Q2: 3,275 shares; 2025Q3: 3,822 shares; 2025Q4: 3,476 shares; 2026Q1: 3,509 shares; 2026Q2: 3,552 shares 3,552 $1.76M 0.03% +43 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,008 shares; 2024Q4: 26,008 shares; 2025Q1: 26,008 shares; 2025Q2: 26,008 shares; 2025Q3: 26,212 shares; 2025Q4: 26,177 shares; 2026Q1: 26,865 shares; 2026Q2: 26,865 shares 26,865 $1.76M 0.03% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,451 shares; 2025Q3: 26,480 shares; 2025Q4: 25,941 shares; 2026Q1: 16,375 shares; 2026Q2: 17,317 shares 17,317 $1.76M 0.03% +942 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,348 shares; 2024Q4: 160,751 shares; 2025Q1: 155,684 shares; 2025Q2: 151,787 shares; 2025Q3: 162,769 shares; 2025Q4: 177,633 shares; 2026Q1: 178,542 shares; 2026Q2: 145,172 shares 145,172 $1.76M 0.03% -33,370 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: 3,014 shares; 2024Q4: 2,878 shares; 2025Q1: 3,893 shares; 2025Q2: 2,794 shares; 2025Q3: 9,810 shares; 2025Q4: 9,273 shares; 2026Q1: 12,394 shares; 2026Q2: 12,031 shares 12,031 $1.76M 0.03% -363 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,156 shares; 2024Q4: 76,088 shares; 2025Q1: 92,554 shares; 2025Q2: 101,527 shares; 2025Q3: 112,486 shares; 2025Q4: 103,197 shares; 2026Q1: 107,703 shares; 2026Q2: 126,143 shares 126,143 $1.75M 0.03% +18,440 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,990 shares; 2024Q4: 9,999 shares; 2025Q1: 9,990 shares; 2025Q2: 9,990 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,156 shares; 2026Q2: 8,182 shares 8,182 $1.75M 0.03% +26 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: 16,357 shares; 2024Q4: 17,000 shares; 2025Q1: 15,378 shares; 2025Q2: 15,609 shares; 2025Q3: 16,714 shares; 2025Q4: 45,050 shares; 2026Q1: 23,286 shares; 2026Q2: 14,799 shares 14,799 $1.74M 0.03% -8,487 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: 16,666 shares; 2024Q4: 14,053 shares; 2025Q1: 14,934 shares; 2025Q2: 16,405 shares; 2025Q3: 14,384 shares; 2025Q4: 13,813 shares; 2026Q1: 12,456 shares; 2026Q2: 63,300 shares 63,300 $1.74M 0.03% +50,844 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,631 shares; 2024Q4: 1,588 shares; 2025Q1: 1,574 shares; 2025Q2: 1,320 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,963 shares; 2026Q2: 7,559 shares 7,559 $1.73M 0.03% +1,596 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,911 shares; 2024Q4: 23,729 shares; 2025Q1: 31,293 shares; 2025Q2: 31,293 shares; 2025Q3: 31,339 shares; 2025Q4: 44,931 shares; 2026Q1: 44,967 shares; 2026Q2: 37,971 shares 37,971 $1.73M 0.03% -6,996 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,385 shares; 2024Q4: 24,173 shares; 2025Q1: 24,173 shares; 2025Q2: 25,267 shares; 2025Q3: 25,128 shares; 2025Q4: 24,714 shares; 2026Q1: 24,487 shares; 2026Q2: 23,400 shares 23,400 $1.71M 0.03% -1,087 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: 6,921 shares; 2024Q4: 6,814 shares; 2025Q1: 6,426 shares; 2025Q2: 3,262 shares; 2025Q3: 3,417 shares; 2025Q4: 3,108 shares; 2026Q1: 8,409 shares; 2026Q2: 9,469 shares 9,469 $1.69M 0.03% +1,060 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,911 shares; 2024Q4: 10,981 shares; 2025Q1: 15,661 shares; 2025Q2: 15,646 shares; 2025Q3: 15,386 shares; 2025Q4: 15,386 shares; 2026Q1: 31,901 shares; 2026Q2: 30,589 shares 30,589 $1.69M 0.03% -1,312 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: 6,478 shares; 2024Q4: 6,288 shares; 2025Q1: 9,409 shares; 2025Q2: 9,004 shares; 2025Q3: 9,623 shares; 2025Q4: 9,418 shares; 2026Q1: 9,100 shares; 2026Q2: 8,818 shares 8,818 $1.68M 0.03% -282 Timeline VONE 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: 4,953 shares; 2024Q4: 5,254 shares; 2025Q1: 5,360 shares; 2025Q2: 5,362 shares; 2025Q3: 5,363 shares; 2025Q4: 5,364 shares; 2026Q1: 4,911 shares; 2026Q2: 4,912 shares 4,912 $1.66M 0.03% +1 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: 2,603 shares; 2024Q4: 2,491 shares; 2025Q1: 2,413 shares; 2025Q2: 3,266 shares; 2025Q3: 2,815 shares; 2025Q4: 2,751 shares; 2026Q1: 3,250 shares; 2026Q2: 3,307 shares 3,307 $1.66M 0.03% +57 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,388 shares; 2024Q4: 121,534 shares; 2025Q1: 102,366 shares; 2025Q2: 96,551 shares; 2025Q3: 25,822 shares; 2025Q4: 18,191 shares; 2026Q1: 20,610 shares; 2026Q2: 19,049 shares 19,049 $1.65M 0.03% -1,561 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,447 shares; 2024Q4: 5,380 shares; 2025Q1: 6,204 shares; 2025Q2: 10,011 shares; 2025Q3: 13,280 shares; 2025Q4: 11,320 shares; 2026Q1: 9,813 shares; 2026Q2: 9,943 shares 9,943 $1.64M 0.03% +130 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,020 shares 44,020 $1.64M 0.03% new 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: 2,287 shares; 2024Q4: 2,155 shares; 2025Q1: 2,367 shares; 2025Q2: 2,197 shares; 2025Q3: 2,279 shares; 2025Q4: 2,259 shares; 2026Q1: 1,845 shares; 2026Q2: 3,296 shares 3,296 $1.63M 0.03% +1,451 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 821 shares; 2025Q1: 874 shares; 2025Q2: 956 shares; 2025Q3: 967 shares; 2025Q4: 941 shares; 2026Q1: 987 shares; 2026Q2: 961 shares 961 $1.63M 0.03% -26 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: 6,455 shares; 2024Q4: 6,992 shares; 2025Q1: 7,597 shares; 2025Q2: 8,173 shares; 2025Q3: 8,493 shares; 2025Q4: 14,105 shares; 2026Q1: 16,193 shares; 2026Q2: 17,438 shares 17,438 $1.63M 0.03% +1,245 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,301 shares 21,301 $1.62M 0.03% new 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: 5,562 shares; 2024Q4: 6,331 shares; 2025Q1: 6,436 shares; 2025Q2: 5,771 shares; 2025Q3: 5,529 shares; 2025Q4: 5,382 shares; 2026Q1: 5,383 shares; 2026Q2: 5,139 shares 5,139 $1.62M 0.03% -244 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: 2,368 shares; 2024Q4: 2,287 shares; 2025Q1: 1,578 shares; 2025Q2: 3,631 shares; 2025Q3: 3,716 shares; 2025Q4: 5,584 shares; 2026Q1: 4,717 shares; 2026Q2: 4,687 shares 4,687 $1.61M 0.03% -30 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,274 shares; 2024Q4: 19,721 shares; 2025Q1: 21,342 shares; 2025Q2: 33,889 shares; 2025Q3: 47,609 shares; 2025Q4: 49,939 shares; 2026Q1: 149,737 shares; 2026Q2: 40,159 shares 40,159 $1.61M 0.03% -109,578 Timeline NSP INSPERITY INC More: the full row for INSPERITY 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: 30,099 shares; 2026Q2: 38,963 shares 38,963 $1.61M 0.03% +8,864 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: 6,890 shares; 2024Q4: 7,230 shares; 2025Q1: 8,130 shares; 2025Q2: 7,546 shares; 2025Q3: 29,866 shares; 2025Q4: 31,754 shares; 2026Q1: 20,459 shares; 2026Q2: 24,476 shares 24,476 $1.61M 0.03% +4,017 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,672 shares; 2024Q4: 56,046 shares; 2025Q1: 64,433 shares; 2025Q2: 63,850 shares; 2025Q3: 64,070 shares; 2025Q4: 63,819 shares; 2026Q1: 71,060 shares; 2026Q2: 72,842 shares 72,842 $1.6M 0.03% +1,782 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,552 shares; 2025Q4: 33,122 shares; 2026Q1: 47,786 shares; 2026Q2: 70,547 shares 70,547 $1.6M 0.03% +22,761 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,506 shares; 2024Q4: 85,588 shares; 2025Q1: 105,562 shares; 2025Q2: 104,152 shares; 2025Q3: 99,465 shares; 2025Q4: 97,553 shares; 2026Q1: 109,446 shares; 2026Q2: 109,124 shares 109,124 $1.6M 0.03% -322 Timeline SCHQ 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: 48,633 shares; 2024Q4: 51,501 shares; 2025Q1: 57,379 shares; 2025Q2: 58,344 shares; 2025Q3: 61,117 shares; 2025Q4: 59,673 shares; 2026Q1: 53,398 shares; 2026Q2: 50,883 shares 50,883 $1.59M 0.03% -2,515 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: 24,056 shares; 2024Q4: 24,056 shares; 2025Q1: 24,056 shares; 2025Q2: 24,061 shares; 2025Q3: 24,072 shares; 2025Q4: 24,067 shares; 2026Q1: 24,061 shares; 2026Q2: 24,132 shares 24,132 $1.59M 0.03% +71 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,970 shares; 2024Q4: 12,457 shares; 2025Q1: 3,818 shares; 2025Q2: 3,948 shares; 2025Q3: 6,421 shares; 2025Q4: 4,208 shares; 2026Q1: 7,098 shares; 2026Q2: 16,506 shares 16,506 $1.58M 0.03% +9,408 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: 19,635 shares; 2024Q4: 22,685 shares; 2025Q1: 27,060 shares; 2025Q2: 26,867 shares; 2025Q3: 27,781 shares; 2025Q4: 27,854 shares; 2026Q1: 29,119 shares; 2026Q2: 29,785 shares 29,785 $1.58M 0.03% +666 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,642 shares; 2024Q4: 149,193 shares; 2025Q1: 146,538 shares; 2025Q2: 145,680 shares; 2025Q3: 141,378 shares; 2025Q4: 126,220 shares; 2026Q1: 119,306 shares; 2026Q2: 127,606 shares 127,606 $1.57M 0.03% +8,300 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,291 shares 46,291 $1.57M 0.03% new 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: 5,841 shares; 2025Q4: 5,862 shares; 2026Q1: 3,835 shares; 2026Q2: 4,077 shares 4,077 $1.57M 0.03% +242 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,822 shares; 2024Q4: 224,776 shares; 2025Q1: 263,675 shares; 2025Q2: 271,980 shares; 2025Q3: 302,620 shares; 2025Q4: 303,880 shares; 2026Q1: 330,591 shares; 2026Q2: 69,045 shares 69,045 $1.56M 0.03% -261,546 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,411 shares; 2024Q4: 57,838 shares; 2025Q1: 73,679 shares; 2025Q2: 77,505 shares; 2025Q3: 77,394 shares; 2025Q4: 77,165 shares; 2026Q1: 77,889 shares; 2026Q2: 70,670 shares 70,670 $1.56M 0.03% -7,219 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: 31,302 shares; 2024Q4: 33,523 shares; 2025Q1: 12,761 shares; 2025Q2: 12,951 shares; 2025Q3: 13,260 shares; 2025Q4: 13,063 shares; 2026Q1: 15,701 shares; 2026Q2: 26,377 shares 26,377 $1.56M 0.03% +10,676 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: 2,997 shares; 2024Q4: 2,924 shares; 2025Q1: 7,212 shares; 2025Q2: 5,730 shares; 2025Q3: 20,319 shares; 2025Q4: 20,462 shares; 2026Q1: 6,987 shares; 2026Q2: 8,742 shares 8,742 $1.54M 0.03% +1,755 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 16,779 shares; 2025Q4: 21,145 shares; 2026Q1: 26,664 shares; 2026Q2: 37,252 shares 37,252 $1.54M 0.03% +10,588 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 3,784 shares; 2025Q1: 4,134 shares; 2025Q2: 3,774 shares; 2025Q3: 3,264 shares; 2025Q4: 3,014 shares; 2026Q1: 3,028 shares; 2026Q2: 3,013 shares 3,013 $1.53M 0.03% -15 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,629 shares; 2026Q2: 85,805 shares 85,805 $1.52M 0.03% +3,176 Timeline IGLD 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: 20,998 shares; 2024Q4: 21,073 shares; 2025Q1: 20,970 shares; 2025Q2: 99,684 shares; 2025Q3: 23,568 shares; 2025Q4: 40,961 shares; 2026Q1: 52,519 shares; 2026Q2: 72,221 shares 72,221 $1.52M 0.03% +19,702 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,607 shares; 2025Q4: 5,607 shares; 2026Q1: 5,628 shares; 2026Q2: 5,650 shares 5,650 $1.51M 0.03% +22 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,211 shares; 2025Q4: 28,792 shares; 2026Q1: 31,124 shares; 2026Q2: 38,464 shares 38,464 $1.51M 0.03% +7,340 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: 797 shares; 2024Q4: 909 shares; 2025Q1: 1,107 shares; 2025Q2: 925 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 1,110 shares; 2026Q2: 1,815 shares 1,815 $1.51M 0.03% +705 Timeline