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: 877,080 shares; 2024Q4: 1,072,407 shares; 2025Q1: 1,116,240 shares; 2025Q2: 1,311,189 shares; 2025Q3: 1,397,127 shares; 2025Q4: 1,198,323 shares; 2026Q1: 1,345,764 shares; 2026Q2: 1,639,760 shares 1,639,760 $85M 7.72% +293,996 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,602 shares; 2024Q4: 158,564 shares; 2025Q1: 154,541 shares; 2025Q2: 276,103 shares; 2025Q3: 311,799 shares; 2025Q4: 190,719 shares; 2026Q1: 179,309 shares; 2026Q2: 384,843 shares 384,843 $60.4M 5.49% +205,534 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: 436,979 shares; 2024Q4: 360,326 shares; 2025Q1: 452,457 shares; 2025Q2: 958,195 shares; 2025Q3: 820,700 shares; 2025Q4: 578,520 shares; 2026Q1: 773,899 shares; 2026Q2: 1,099,150 shares 1,099,150 $55.6M 5.05% +325,251 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: 77,165 shares; 2024Q4: 96,388 shares; 2025Q1: 98,095 shares; 2025Q2: 93,767 shares; 2025Q3: 98,410 shares; 2025Q4: 85,287 shares; 2026Q1: 91,070 shares; 2026Q2: 113,327 shares 113,327 $54.2M 4.92% +22,257 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: 129,254 shares; 2024Q4: 169,004 shares; 2025Q1: 166,655 shares; 2025Q2: 155,848 shares; 2025Q3: 163,029 shares; 2025Q4: 149,010 shares; 2026Q1: 153,991 shares; 2026Q2: 191,813 shares 191,813 $38.4M 3.49% +37,822 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: 102,859 shares; 2024Q4: 121,788 shares; 2025Q1: 119,082 shares; 2025Q2: 104,702 shares; 2025Q3: 110,352 shares; 2025Q4: 99,535 shares; 2026Q1: 102,986 shares; 2026Q2: 124,422 shares 124,422 $36M 3.27% +21,436 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: 56,965 shares; 2024Q4: 92,836 shares; 2025Q1: 91,922 shares; 2025Q2: 86,247 shares; 2025Q3: 87,686 shares; 2025Q4: 76,545 shares; 2026Q1: 76,600 shares; 2026Q2: 93,605 shares 93,605 $33.5M 3.04% +17,005 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: 52,149 shares; 2024Q4: 74,719 shares; 2025Q1: 74,201 shares; 2025Q2: 72,820 shares; 2025Q3: 75,785 shares; 2025Q4: 64,488 shares; 2026Q1: 66,626 shares; 2026Q2: 86,798 shares 86,798 $20.7M 1.88% +20,172 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: 7,906 shares; 2024Q4: 8,495 shares; 2025Q1: 8,329 shares; 2025Q2: 8,139 shares; 2025Q3: 8,174 shares; 2025Q4: 7,644 shares; 2026Q1: 7,852 shares; 2026Q2: 9,088 shares 9,088 $18.1M 1.64% +1,236 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: 45,336 shares; 2024Q4: 57,290 shares; 2025Q1: 55,210 shares; 2025Q2: 48,179 shares; 2025Q3: 51,055 shares; 2025Q4: 45,742 shares; 2026Q1: 46,867 shares; 2026Q2: 46,317 shares 46,317 $17.3M 1.57% -550 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: 26,290 shares; 2024Q4: 40,971 shares; 2025Q1: 39,612 shares; 2025Q2: 35,078 shares; 2025Q3: 36,904 shares; 2025Q4: 32,754 shares; 2026Q1: 35,334 shares; 2026Q2: 42,982 shares 42,982 $16.2M 1.47% +7,648 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: 32,062 shares; 2024Q4: 36,788 shares; 2025Q1: 38,099 shares; 2025Q2: 43,021 shares; 2025Q3: 46,825 shares; 2025Q4: 42,929 shares; 2026Q1: 49,313 shares; 2026Q2: 61,832 shares 61,832 $14M 1.27% +12,519 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: 5,494 shares; 2024Q4: 10,019 shares; 2025Q1: 10,801 shares; 2025Q2: 10,702 shares; 2025Q3: 10,311 shares; 2025Q4: 9,291 shares; 2026Q1: 9,534 shares; 2026Q2: 11,109 shares 11,109 $13.3M 1.21% +1,575 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: 801,547 shares; 2024Q4: 674,715 shares; 2025Q1: 683,301 shares; 2025Q2: 662,019 shares; 2025Q3: 647,864 shares; 2025Q4: 628,224 shares; 2026Q1: 708,827 shares; 2026Q2: 712,665 shares 712,665 $13.2M 1.2% +3,838 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: 19,908 shares; 2024Q4: 28,723 shares; 2025Q1: 29,260 shares; 2025Q2: 29,960 shares; 2025Q3: 31,489 shares; 2025Q4: 26,513 shares; 2026Q1: 26,775 shares; 2026Q2: 35,526 shares 35,526 $11.6M 1.06% +8,751 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: not reported; 2024Q4: 10,003 shares; 2025Q1: 9,649 shares; 2025Q2: 9,486 shares; 2025Q3: 11,432 shares; 2025Q4: 9,324 shares; 2026Q1: 9,650 shares; 2026Q2: 9,915 shares 9,915 $11.4M 1.04% +265 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: 9,753 shares; 2024Q4: 17,041 shares; 2025Q1: 16,877 shares; 2025Q2: 15,940 shares; 2025Q3: 16,716 shares; 2025Q4: 17,277 shares; 2026Q1: 16,875 shares; 2026Q2: 20,131 shares 20,131 $11.3M 1.03% +3,256 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: 12,663 shares; 2024Q4: 17,921 shares; 2025Q1: 17,522 shares; 2025Q2: 17,885 shares; 2025Q3: 17,517 shares; 2025Q4: 16,875 shares; 2026Q1: 17,567 shares; 2026Q2: 19,100 shares 19,100 $11.1M 1.01% +1,533 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: 12,769 shares; 2024Q4: 15,873 shares; 2025Q1: 16,570 shares; 2025Q2: 16,662 shares; 2025Q3: 17,014 shares; 2025Q4: 14,394 shares; 2026Q1: 15,022 shares; 2026Q2: 22,101 shares 22,101 $11.1M 1% +7,079 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,527 shares; 2024Q4: 57,535 shares; 2025Q1: 58,624 shares; 2025Q2: 63,949 shares; 2025Q3: 62,757 shares; 2025Q4: 60,346 shares; 2026Q1: 67,475 shares; 2026Q2: 81,436 shares 81,436 $11M 1% +13,961 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: 28,013 shares; 2024Q4: 26,175 shares; 2025Q1: 29,609 shares; 2025Q2: 29,663 shares; 2025Q3: 30,677 shares; 2025Q4: 28,989 shares; 2026Q1: 27,176 shares; 2026Q2: 25,926 shares 25,926 $10.9M 0.99% -1,250 Timeline MLPA 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: 6,205 shares; 2024Q4: 30,144 shares; 2025Q1: 30,144 shares; 2025Q2: 22,549 shares; 2025Q3: 27,458 shares; 2025Q4: 134,287 shares; 2026Q1: 132,300 shares; 2026Q2: 201,119 shares 201,119 $10.7M 0.97% +68,819 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: 5,750 shares; 2024Q4: 8,537 shares; 2025Q1: 8,577 shares; 2025Q2: 8,370 shares; 2025Q3: 8,451 shares; 2025Q4: 7,679 shares; 2026Q1: 7,708 shares; 2026Q2: 10,011 shares 10,011 $10.7M 0.97% +2,303 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: 53,558 shares; 2024Q4: 73,513 shares; 2025Q1: 92,073 shares; 2025Q2: 83,279 shares; 2025Q3: 85,710 shares; 2025Q4: 82,781 shares; 2026Q1: 78,416 shares; 2026Q2: 91,065 shares 91,065 $10.3M 0.94% +12,649 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,584 shares; 2025Q1: 59,738 shares; 2025Q2: 337,401 shares; 2025Q3: 336,900 shares; 2025Q4: 549,513 shares; 2026Q1: 267,260 shares; 2026Q2: 738,897 shares 738,897 $9.35M 0.85% +471,637 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,333 shares; 2024Q4: 81,078 shares; 2025Q1: 81,514 shares; 2025Q2: 84,074 shares; 2025Q3: 86,705 shares; 2025Q4: 72,202 shares; 2026Q1: 75,156 shares; 2026Q2: 94,781 shares 94,781 $9.01M 0.82% +19,625 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,518 shares; 2024Q4: 5,329 shares; 2025Q1: 5,604 shares; 2025Q2: 6,906 shares; 2025Q3: 7,203 shares; 2025Q4: 6,172 shares; 2026Q1: 6,884 shares; 2026Q2: 8,310 shares 8,310 $8.66M 0.79% +1,426 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,362 shares; 2024Q4: 40,525 shares; 2025Q1: 39,993 shares; 2025Q2: 42,083 shares; 2025Q3: 43,531 shares; 2025Q4: 37,658 shares; 2026Q1: 38,815 shares; 2026Q2: 47,793 shares 47,793 $7.49M 0.68% +8,978 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,854 shares; 2024Q4: 23,140 shares; 2025Q1: 24,037 shares; 2025Q2: 25,081 shares; 2025Q3: 26,388 shares; 2025Q4: 24,378 shares; 2026Q1: 27,211 shares; 2026Q2: 33,283 shares 33,283 $7.44M 0.68% +6,072 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,249 shares; 2026Q2: 38,241 shares 38,241 $7.25M 0.66% +6,992 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: 4,035 shares; 2024Q4: 6,306 shares; 2025Q1: 6,426 shares; 2025Q2: 6,327 shares; 2025Q3: 6,425 shares; 2025Q4: 5,923 shares; 2026Q1: 5,829 shares; 2026Q2: 6,763 shares 6,763 $6.84M 0.62% +934 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: 11,699 shares; 2024Q4: 15,251 shares; 2025Q1: 15,285 shares; 2025Q2: 15,766 shares; 2025Q3: 16,666 shares; 2025Q4: 13,643 shares; 2026Q1: 14,387 shares; 2026Q2: 18,932 shares 18,932 $6.5M 0.59% +4,545 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: 19,747 shares; 2024Q4: 24,412 shares; 2025Q1: 24,114 shares; 2025Q2: 21,466 shares; 2025Q3: 22,794 shares; 2025Q4: 20,030 shares; 2026Q1: 20,734 shares; 2026Q2: 25,011 shares 25,011 $6.35M 0.58% +4,277 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,050 shares; 2024Q4: 167,665 shares; 2025Q1: 106,946 shares; 2025Q2: 182,226 shares; 2025Q3: 119,153 shares; 2025Q4: 119,153 shares; 2026Q1: 66,497 shares; 2026Q2: 90,481 shares 90,481 $6.03M 0.55% +23,984 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,721 shares; 2024Q4: 249,806 shares; 2025Q1: 252,396 shares; 2025Q2: 262,612 shares; 2025Q3: 271,596 shares; 2025Q4: 227,118 shares; 2026Q1: 235,830 shares; 2026Q2: 297,300 shares 297,300 $6M 0.55% +61,470 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,591 shares; 2024Q4: 342,892 shares; 2025Q1: 330,593 shares; 2025Q2: 345,069 shares; 2025Q3: 355,996 shares; 2025Q4: 332,041 shares; 2026Q1: 343,675 shares; 2026Q2: 431,070 shares 431,070 $5.95M 0.54% +87,395 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,102 shares; 2024Q4: 31,519 shares; 2025Q1: 30,159 shares; 2025Q2: 33,192 shares; 2025Q3: 32,987 shares; 2025Q4: 24,946 shares; 2026Q1: 28,443 shares; 2026Q2: 35,800 shares 35,800 $5.92M 0.54% +7,357 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: 30,183 shares; 2024Q4: 36,093 shares; 2025Q1: 36,663 shares; 2025Q2: 37,348 shares; 2025Q3: 37,563 shares; 2025Q4: 33,383 shares; 2026Q1: 33,073 shares; 2026Q2: 40,689 shares 40,689 $5.69M 0.52% +7,616 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,503 shares; 2024Q4: 61,755 shares; 2025Q1: 62,121 shares; 2025Q2: 63,559 shares; 2025Q3: 65,905 shares; 2025Q4: 57,837 shares; 2026Q1: 60,592 shares; 2026Q2: 73,317 shares 73,317 $5.68M 0.52% +12,725 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: 38,997 shares; 2024Q4: 44,220 shares; 2025Q1: 44,503 shares; 2025Q2: 43,621 shares; 2025Q3: 44,595 shares; 2025Q4: 39,398 shares; 2026Q1: 40,906 shares; 2026Q2: 48,058 shares 48,058 $5.64M 0.51% +7,152 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,598 shares; 2024Q4: 38,314 shares; 2025Q1: 32,516 shares; 2025Q2: 36,197 shares; 2025Q3: 35,411 shares; 2025Q4: 34,171 shares; 2026Q1: 34,062 shares; 2026Q2: 38,912 shares 38,912 $5.43M 0.49% +4,850 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: 67,748 shares; 2024Q4: 77,874 shares; 2025Q1: 79,528 shares; 2025Q2: 80,957 shares; 2025Q3: 83,905 shares; 2025Q4: 74,727 shares; 2026Q1: 74,163 shares; 2026Q2: 95,217 shares 95,217 $5.43M 0.49% +21,054 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,960 shares; 2024Q4: 21,514 shares; 2025Q1: 22,110 shares; 2025Q2: 23,676 shares; 2025Q3: 25,060 shares; 2025Q4: 21,702 shares; 2026Q1: 24,315 shares; 2026Q2: 30,010 shares 30,010 $5.39M 0.49% +5,695 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: 13,320 shares; 2024Q4: 19,056 shares; 2025Q1: 18,799 shares; 2025Q2: 18,850 shares; 2025Q3: 19,735 shares; 2025Q4: 16,413 shares; 2026Q1: 16,738 shares; 2026Q2: 21,065 shares 21,065 $5.3M 0.48% +4,327 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,403 shares; 2024Q4: 66,168 shares; 2025Q1: 69,958 shares; 2025Q2: 76,678 shares; 2025Q3: 81,730 shares; 2025Q4: 73,968 shares; 2026Q1: 84,990 shares; 2026Q2: 100,862 shares 100,862 $5.23M 0.48% +15,872 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: 3,640 shares; 2024Q4: 8,067 shares; 2025Q1: 8,037 shares; 2025Q2: 7,766 shares; 2025Q3: 7,118 shares; 2025Q4: 6,372 shares; 2026Q1: 6,395 shares; 2026Q2: 7,186 shares 7,186 $5.2M 0.47% +791 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: 45,164 shares; 2024Q4: 53,242 shares; 2025Q1: 54,365 shares; 2025Q2: 56,338 shares; 2025Q3: 61,434 shares; 2025Q4: 56,896 shares; 2026Q1: 63,583 shares; 2026Q2: 78,312 shares 78,312 $4.87M 0.44% +14,729 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,078 shares; 2024Q4: 51,026 shares; 2025Q1: 51,523 shares; 2025Q2: 50,524 shares; 2025Q3: 50,715 shares; 2025Q4: 47,151 shares; 2026Q1: 48,872 shares; 2026Q2: 57,285 shares 57,285 $4.77M 0.43% +8,413 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: 1,128 shares; 2024Q4: 11,275 shares; 2025Q1: 11,612 shares; 2025Q2: 11,156 shares; 2025Q3: 11,629 shares; 2025Q4: 10,653 shares; 2026Q1: 10,883 shares; 2026Q2: 12,760 shares 12,760 $4.77M 0.43% +1,877 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: 6,847 shares; 2024Q4: 8,194 shares; 2025Q1: 8,316 shares; 2025Q2: 7,841 shares; 2025Q3: 8,261 shares; 2025Q4: 6,859 shares; 2026Q1: 7,236 shares; 2026Q2: 9,130 shares 9,130 $4.69M 0.43% +1,894 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,337 shares; 2024Q4: 31,896 shares; 2025Q1: 40,346 shares; 2025Q2: 30,446 shares; 2025Q3: 40,373 shares; 2025Q4: 62,871 shares; 2026Q1: 56,594 shares; 2026Q2: 70,349 shares 70,349 $4.67M 0.42% +13,755 Timeline MLPX 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: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 54,894 shares; 2025Q3: 72,821 shares; 2025Q4: 12,682 shares; 2026Q1: 12,602 shares; 2026Q2: 63,402 shares 63,402 $4.67M 0.42% +50,800 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: 3,023 shares; 2024Q4: 4,279 shares; 2025Q1: 4,299 shares; 2025Q2: 4,330 shares; 2025Q3: 4,408 shares; 2025Q4: 3,734 shares; 2026Q1: 3,780 shares; 2026Q2: 4,723 shares 4,723 $4.42M 0.4% +943 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 11,267 shares; 2025Q1: 11,424 shares; 2025Q2: 12,326 shares; 2025Q3: 12,747 shares; 2025Q4: 9,850 shares; 2026Q1: 11,147 shares; 2026Q2: 13,861 shares 13,861 $4.41M 0.4% +2,714 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,452 shares; 2024Q4: 20,335 shares; 2025Q1: 20,335 shares; 2025Q2: 37,035 shares; 2025Q3: 37,041 shares; 2025Q4: 26,164 shares; 2026Q1: 26,194 shares; 2026Q2: 42,882 shares 42,882 $4.38M 0.4% +16,688 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: 8,098 shares; 2025Q1: 8,200 shares; 2025Q2: 8,190 shares; 2025Q3: 8,236 shares; 2025Q4: 8,144 shares; 2026Q1: 9,073 shares; 2026Q2: 10,061 shares 10,061 $4.36M 0.4% +988 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: 4,383 shares; 2024Q4: 4,376 shares; 2025Q1: 4,550 shares; 2025Q2: 5,010 shares; 2025Q3: 5,337 shares; 2025Q4: 1,364 shares; 2026Q1: 1,624 shares; 2026Q2: 6,347 shares 6,347 $4.36M 0.4% +4,723 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: 19,193 shares; 2024Q4: 19,746 shares; 2025Q1: 19,821 shares; 2025Q2: 20,168 shares; 2025Q3: 21,505 shares; 2025Q4: 18,443 shares; 2026Q1: 17,866 shares; 2026Q2: 22,799 shares 22,799 $4.33M 0.39% +4,933 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: 38,016 shares; 2024Q4: 48,405 shares; 2025Q1: 47,854 shares; 2025Q2: 47,718 shares; 2025Q3: 49,985 shares; 2025Q4: 39,616 shares; 2026Q1: 40,764 shares; 2026Q2: 52,465 shares 52,465 $4.29M 0.39% +11,701 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,424 shares; 2024Q4: 135,835 shares; 2025Q1: 133,829 shares; 2025Q2: 139,672 shares; 2025Q3: 143,664 shares; 2025Q4: 127,708 shares; 2026Q1: 132,426 shares; 2026Q2: 166,072 shares 166,072 $4.16M 0.38% +33,646 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,145 shares; 2024Q4: 142,816 shares; 2025Q1: 145,120 shares; 2025Q2: 151,031 shares; 2025Q3: 156,556 shares; 2025Q4: 131,837 shares; 2026Q1: 135,945 shares; 2026Q2: 172,721 shares 172,721 $4.12M 0.37% +36,776 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,937 shares; 2024Q4: 22,119 shares; 2025Q1: 24,266 shares; 2025Q2: 23,882 shares; 2025Q3: 24,451 shares; 2025Q4: 22,883 shares; 2026Q1: 23,893 shares; 2026Q2: 24,320 shares 24,320 $4.1M 0.37% +427 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,531 shares; 2025Q1: 81,753 shares; 2025Q2: 100,105 shares; 2025Q3: 102,757 shares; 2025Q4: 99,245 shares; 2026Q1: 124,570 shares; 2026Q2: 167,732 shares 167,732 $3.99M 0.36% +43,162 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,778 shares; 2024Q4: 7,013 shares; 2025Q1: 6,967 shares; 2025Q2: 7,176 shares; 2025Q3: 7,606 shares; 2025Q4: 5,764 shares; 2026Q1: 6,061 shares; 2026Q2: 7,597 shares 7,597 $3.94M 0.36% +1,536 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,719 shares; 2024Q4: 139,852 shares; 2025Q1: 147,525 shares; 2025Q2: 157,347 shares; 2025Q3: 143,905 shares; 2025Q4: 112,178 shares; 2026Q1: 136,408 shares; 2026Q2: 160,290 shares 160,290 $3.92M 0.36% +23,882 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,177 shares; 2024Q4: 29,969 shares; 2025Q1: 30,169 shares; 2025Q2: 33,238 shares; 2025Q3: 35,304 shares; 2025Q4: 31,853 shares; 2026Q1: 35,594 shares; 2026Q2: 43,851 shares 43,851 $3.92M 0.36% +8,257 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: 8,004 shares; 2024Q4: 11,150 shares; 2025Q1: 11,251 shares; 2025Q2: 11,161 shares; 2025Q3: 11,665 shares; 2025Q4: 9,727 shares; 2026Q1: 10,023 shares; 2026Q2: 10,954 shares 10,954 $3.86M 0.35% +931 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,729 shares; 2024Q4: 315,552 shares; 2025Q1: 348,356 shares; 2025Q2: 408,041 shares; 2025Q3: 341,501 shares; 2025Q4: 234,605 shares; 2026Q1: 305,714 shares; 2026Q2: 344,956 shares 344,956 $3.86M 0.35% +39,242 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,273 shares; 2024Q4: 12,039 shares; 2025Q1: 11,977 shares; 2025Q2: 12,036 shares; 2025Q3: 12,171 shares; 2025Q4: 9,875 shares; 2026Q1: 10,166 shares; 2026Q2: 12,548 shares 12,548 $3.74M 0.34% +2,382 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: 43,703 shares; 2026Q1: 45,908 shares; 2026Q2: 57,809 shares 57,809 $3.48M 0.32% +11,901 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,359 shares; 2024Q4: 209,726 shares; 2025Q1: 237,138 shares; 2025Q2: 279,449 shares; 2025Q3: 278,281 shares; 2025Q4: 218,463 shares; 2026Q1: 255,997 shares; 2026Q2: 267,898 shares 267,898 $3.45M 0.31% +11,901 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: 17,485 shares; 2024Q4: 20,016 shares; 2025Q1: 20,769 shares; 2025Q2: 22,341 shares; 2025Q3: 23,005 shares; 2025Q4: 19,794 shares; 2026Q1: 21,964 shares; 2026Q2: 27,040 shares 27,040 $3.44M 0.31% +5,076 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,931 shares; 2024Q4: 158,087 shares; 2025Q1: 184,454 shares; 2025Q2: 203,691 shares; 2025Q3: 209,005 shares; 2025Q4: 193,963 shares; 2026Q1: 210,445 shares; 2026Q2: 217,666 shares 217,666 $3.43M 0.31% +7,221 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: 15,215 shares; 2024Q4: 19,683 shares; 2025Q1: 19,467 shares; 2025Q2: 18,644 shares; 2025Q3: 18,958 shares; 2025Q4: 16,070 shares; 2026Q1: 16,635 shares; 2026Q2: 20,546 shares 20,546 $3.41M 0.31% +3,911 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: 41,731 shares; 2024Q4: 42,506 shares; 2025Q1: 35,596 shares; 2025Q2: 35,903 shares; 2025Q3: 37,750 shares; 2025Q4: 31,545 shares; 2026Q1: 31,914 shares; 2026Q2: 41,158 shares 41,158 $3.4M 0.31% +9,244 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,483 shares; 2024Q4: 29,820 shares; 2025Q1: 29,992 shares; 2025Q2: 30,817 shares; 2025Q3: 31,670 shares; 2025Q4: 26,569 shares; 2026Q1: 27,509 shares; 2026Q2: 35,006 shares 35,006 $3.35M 0.3% +7,497 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 3,245 shares; 2025Q1: 3,359 shares; 2025Q2: 3,361 shares; 2025Q3: 4,375 shares; 2025Q4: 3,161 shares; 2026Q1: 2,174 shares; 2026Q2: 4,358 shares 4,358 $3.26M 0.3% +2,184 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,130 shares; 2024Q4: 138,310 shares; 2025Q1: 138,840 shares; 2025Q2: 144,160 shares; 2025Q3: 149,004 shares; 2025Q4: 123,909 shares; 2026Q1: 131,968 shares; 2026Q2: 162,060 shares 162,060 $3.25M 0.3% +30,092 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,612 shares; 2024Q4: 285,691 shares; 2025Q1: 287,646 shares; 2025Q2: 300,138 shares; 2025Q3: 309,510 shares; 2025Q4: 261,471 shares; 2026Q1: 269,268 shares; 2026Q2: 338,599 shares 338,599 $3.24M 0.29% +69,331 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,539 shares; 2024Q4: 47,153 shares; 2025Q1: 47,492 shares; 2025Q2: 48,756 shares; 2025Q3: 46,533 shares; 2025Q4: 39,662 shares; 2026Q1: 41,330 shares; 2026Q2: 51,914 shares 51,914 $3.21M 0.29% +10,584 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: 21,572 shares; 2024Q4: 24,581 shares; 2025Q1: 24,773 shares; 2025Q2: 23,797 shares; 2025Q3: 21,245 shares; 2025Q4: 20,347 shares; 2026Q1: 21,629 shares; 2026Q2: 24,004 shares 24,004 $3.1M 0.28% +2,375 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,334 shares; 2024Q4: 21,370 shares; 2025Q1: 21,769 shares; 2025Q2: 22,946 shares; 2025Q3: 23,312 shares; 2025Q4: 18,975 shares; 2026Q1: 19,113 shares; 2026Q2: 19,650 shares 19,650 $3.03M 0.27% +537 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $3M 0.27% new 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: 9,977 shares; 2024Q4: 10,529 shares; 2025Q1: 10,598 shares; 2025Q2: 9,739 shares; 2025Q3: 9,884 shares; 2025Q4: 8,199 shares; 2026Q1: 8,445 shares; 2026Q2: 10,596 shares 10,596 $2.98M 0.27% +2,151 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: not reported; 2024Q4: 18,819 shares; 2025Q1: 18,819 shares; 2025Q2: 18,819 shares; 2025Q3: 18,819 shares; 2025Q4: 18,819 shares; 2026Q1: 18,819 shares; 2026Q2: 20,316 shares 20,316 $2.97M 0.27% +1,497 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,420 shares; 2024Q4: 47,664 shares; 2025Q1: 46,674 shares; 2025Q2: 48,852 shares; 2025Q3: 50,325 shares; 2025Q4: 42,072 shares; 2026Q1: 43,754 shares; 2026Q2: 55,331 shares 55,331 $2.93M 0.27% +11,577 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: 18,600 shares; 2025Q2: 21,970 shares; 2025Q3: 11,780 shares; 2025Q4: 45,433 shares; 2026Q1: 86,490 shares; 2026Q2: 161,870 shares 161,870 $2.9M 0.26% +75,380 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: 5,596 shares; 2024Q4: 10,349 shares; 2025Q1: 10,433 shares; 2025Q2: 9,681 shares; 2025Q3: 9,804 shares; 2025Q4: 8,401 shares; 2026Q1: 8,836 shares; 2026Q2: 10,619 shares 10,619 $2.89M 0.26% +1,783 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: 5,313 shares; 2024Q4: 7,104 shares; 2025Q1: 7,028 shares; 2025Q2: 7,258 shares; 2025Q3: 7,173 shares; 2025Q4: 5,991 shares; 2026Q1: 6,370 shares; 2026Q2: 7,878 shares 7,878 $2.85M 0.26% +1,508 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: 19,235 shares; 2024Q4: 19,628 shares; 2025Q1: 19,535 shares; 2025Q2: 19,477 shares; 2025Q3: 19,232 shares; 2025Q4: 13,994 shares; 2026Q1: 14,858 shares; 2026Q2: 19,345 shares 19,345 $2.84M 0.26% +4,487 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: not reported; 2024Q4: 6,623 shares; 2025Q1: 6,724 shares; 2025Q2: 5,948 shares; 2025Q3: 6,577 shares; 2025Q4: 6,605 shares; 2026Q1: 5,805 shares; 2026Q2: 8,292 shares 8,292 $2.83M 0.26% +2,487 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,457 shares; 2024Q4: 41,457 shares; 2025Q1: 31,457 shares; 2025Q2: 31,457 shares; 2025Q3: 41,319 shares; 2025Q4: 41,319 shares; 2026Q1: 53,704 shares; 2026Q2: 53,704 shares 53,704 $2.8M 0.25% 0 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: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 4,081 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,675 shares 3,675 $2.75M 0.25% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161,561 shares; 2025Q1: 174,314 shares; 2025Q2: 180,325 shares; 2025Q3: 161,329 shares; 2025Q4: 122,478 shares; 2026Q1: 140,627 shares; 2026Q2: 176,534 shares 176,534 $2.75M 0.25% +35,907 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,308 shares; 2024Q4: 76,591 shares; 2025Q1: 75,537 shares; 2025Q2: 77,880 shares; 2025Q3: 80,080 shares; 2025Q4: 67,792 shares; 2026Q1: 70,322 shares; 2026Q2: 87,254 shares 87,254 $2.74M 0.25% +16,932 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,851 shares; 2024Q4: 369,006 shares; 2025Q1: 360,018 shares; 2025Q2: 379,011 shares; 2025Q3: 390,555 shares; 2025Q4: 356,222 shares; 2026Q1: 367,861 shares; 2026Q2: 451,862 shares 451,862 $2.63M 0.24% +84,001 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 9,972 shares; 2025Q1: 10,241 shares; 2025Q2: 11,094 shares; 2025Q3: 11,304 shares; 2025Q4: 9,803 shares; 2026Q1: 11,037 shares; 2026Q2: 13,705 shares 13,705 $2.61M 0.24% +2,668 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: 2,777 shares; 2024Q4: 3,347 shares; 2025Q1: 3,447 shares; 2025Q2: 3,243 shares; 2025Q3: 3,410 shares; 2025Q4: 29,616 shares; 2026Q1: 30,436 shares; 2026Q2: 36,495 shares 36,495 $2.61M 0.24% +6,059 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,781 shares; 2024Q4: 13,563 shares; 2025Q1: 13,645 shares; 2025Q2: 15,070 shares; 2025Q3: 15,107 shares; 2025Q4: 12,343 shares; 2026Q1: 14,065 shares; 2026Q2: 17,910 shares 17,910 $2.6M 0.24% +3,845 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,467 shares; 2024Q4: 105,983 shares; 2025Q1: 115,707 shares; 2025Q2: 137,708 shares; 2025Q3: 149,764 shares; 2025Q4: 141,461 shares; 2026Q1: 160,106 shares; 2026Q2: 151,189 shares 151,189 $2.6M 0.24% -8,917 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: 30,579 shares; 2024Q4: 30,679 shares; 2025Q1: 30,820 shares; 2025Q2: 31,180 shares; 2025Q3: 31,210 shares; 2025Q4: 28,394 shares; 2026Q1: 27,491 shares; 2026Q2: 34,186 shares 34,186 $2.58M 0.23% +6,695 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: 16,906 shares; 2024Q4: 17,035 shares; 2025Q1: 17,035 shares; 2025Q2: 16,769 shares; 2025Q3: 16,815 shares; 2025Q4: 16,815 shares; 2026Q1: 14,242 shares; 2026Q2: 14,484 shares 14,484 $2.56M 0.23% +242 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: 10,691 shares; 2024Q4: 13,019 shares; 2025Q1: 13,051 shares; 2025Q2: 12,857 shares; 2025Q3: 12,629 shares; 2025Q4: 10,958 shares; 2026Q1: 11,421 shares; 2026Q2: 13,685 shares 13,685 $2.53M 0.23% +2,264 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 153,731 shares; 2025Q1: 156,047 shares; 2025Q2: 175,837 shares; 2025Q3: 160,862 shares; 2025Q4: 124,473 shares; 2026Q1: 166,080 shares; 2026Q2: 208,294 shares 208,294 $2.49M 0.23% +42,214 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,063 shares; 2024Q4: 135,528 shares; 2025Q1: 147,450 shares; 2025Q2: 185,208 shares; 2025Q3: 171,250 shares; 2025Q4: 129,693 shares; 2026Q1: 183,435 shares; 2026Q2: 253,413 shares 253,413 $2.48M 0.23% +69,978 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,536 shares; 2025Q1: 73,002 shares; 2025Q2: 78,290 shares; 2025Q3: 81,506 shares; 2025Q4: 67,335 shares; 2026Q1: 69,881 shares; 2026Q2: 91,396 shares 91,396 $2.45M 0.22% +21,515 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,826 shares; 2024Q4: 21,913 shares; 2025Q1: 21,600 shares; 2025Q2: 21,845 shares; 2025Q3: 22,573 shares; 2025Q4: 20,513 shares; 2026Q1: 21,358 shares; 2026Q2: 25,169 shares 25,169 $2.39M 0.22% +3,811 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,211 shares; 2024Q4: 24,416 shares; 2025Q1: 24,964 shares; 2025Q2: 27,372 shares; 2025Q3: 28,676 shares; 2025Q4: 24,322 shares; 2026Q1: 27,453 shares; 2026Q2: 34,367 shares 34,367 $2.36M 0.21% +6,914 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: 7,201 shares; 2024Q4: 10,763 shares; 2025Q1: 11,086 shares; 2025Q2: 10,705 shares; 2025Q3: 11,774 shares; 2025Q4: 9,538 shares; 2026Q1: 12,831 shares; 2026Q2: 15,925 shares 15,925 $2.33M 0.21% +3,094 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: 5,080 shares; 2024Q4: 9,410 shares; 2025Q1: 9,426 shares; 2025Q2: 9,500 shares; 2025Q3: 9,550 shares; 2025Q4: 7,829 shares; 2026Q1: 8,184 shares; 2026Q2: 8,489 shares 8,489 $2.29M 0.21% +305 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,400 shares; 2024Q4: 23,330 shares; 2025Q1: 22,890 shares; 2025Q2: 25,801 shares; 2025Q3: 27,161 shares; 2025Q4: 22,083 shares; 2026Q1: 26,252 shares; 2026Q2: 30,039 shares 30,039 $2.27M 0.21% +3,787 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: 67,823 shares; 2024Q4: 53,563 shares; 2025Q1: 55,738 shares; 2025Q2: 53,960 shares; 2025Q3: 55,399 shares; 2025Q4: 50,040 shares; 2026Q1: 52,707 shares; 2026Q2: 61,548 shares 61,548 $2.27M 0.21% +8,841 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,504 shares; 2024Q4: 222,149 shares; 2025Q1: 232,348 shares; 2025Q2: 245,587 shares; 2025Q3: 169,000 shares; 2025Q4: 102,031 shares; 2026Q1: 148,842 shares; 2026Q2: 203,271 shares 203,271 $2.22M 0.2% +54,429 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,786 shares; 2024Q4: 24,876 shares; 2025Q1: 24,974 shares; 2025Q2: 25,436 shares; 2025Q3: 26,699 shares; 2025Q4: 22,382 shares; 2026Q1: 23,296 shares; 2026Q2: 24,222 shares 24,222 $2.2M 0.2% +926 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,733 shares; 2024Q4: 20,448 shares; 2025Q1: 21,087 shares; 2025Q2: 22,373 shares; 2025Q3: 23,114 shares; 2025Q4: 19,294 shares; 2026Q1: 20,177 shares; 2026Q2: 25,630 shares 25,630 $2.18M 0.2% +5,453 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,974 shares; 2024Q4: 61,249 shares; 2025Q1: 63,019 shares; 2025Q2: 71,100 shares; 2025Q3: 74,558 shares; 2025Q4: 60,846 shares; 2026Q1: 71,174 shares; 2026Q2: 79,892 shares 79,892 $2.16M 0.2% +8,718 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,798 shares; 2024Q4: 22,376 shares; 2025Q1: 22,389 shares; 2025Q2: 20,835 shares; 2025Q3: 21,215 shares; 2025Q4: 19,113 shares; 2026Q1: 19,841 shares; 2026Q2: 21,970 shares 21,970 $2.13M 0.19% +2,129 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: 6,669 shares; 2024Q4: 8,073 shares; 2025Q1: 8,404 shares; 2025Q2: 8,206 shares; 2025Q3: 5,406 shares; 2025Q4: 4,064 shares; 2026Q1: 4,305 shares; 2026Q2: 4,958 shares 4,958 $2.06M 0.19% +653 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: not reported; 2024Q4: 47,073 shares; 2025Q1: 23,956 shares; 2025Q2: 31,902 shares; 2025Q3: 8,231 shares; 2025Q4: 17,436 shares; 2026Q1: 14,981 shares; 2026Q2: 22,191 shares 22,191 $2.03M 0.18% +7,210 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,816 shares; 2024Q4: 56,994 shares; 2025Q1: 57,834 shares; 2025Q2: 60,225 shares; 2025Q3: 62,648 shares; 2025Q4: 51,599 shares; 2026Q1: 55,081 shares; 2026Q2: 69,186 shares 69,186 $2.01M 0.18% +14,105 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: 27,981 shares; 2024Q4: 27,981 shares; 2025Q1: 25,152 shares; 2025Q2: 25,161 shares; 2025Q3: 26,520 shares; 2025Q4: 3,759 shares; 2026Q1: not reported; 2026Q2: 28,097 shares 28,097 $2M 0.18% new 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: 761 shares; 2024Q4: 4,065 shares; 2025Q1: 4,077 shares; 2025Q2: 4,027 shares; 2025Q3: 4,265 shares; 2025Q4: 4,311 shares; 2026Q1: 4,174 shares; 2026Q2: 4,666 shares 4,666 $1.99M 0.18% +492 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,782 shares; 2024Q4: 38,879 shares; 2025Q1: 38,410 shares; 2025Q2: 40,339 shares; 2025Q3: 84,267 shares; 2025Q4: 69,184 shares; 2026Q1: 70,968 shares; 2026Q2: 76,153 shares 76,153 $1.97M 0.18% +5,185 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: 47,598 shares; 2024Q4: 46,447 shares; 2025Q1: 46,536 shares; 2025Q2: 42,852 shares; 2025Q3: 43,325 shares; 2025Q4: 36,170 shares; 2026Q1: 37,302 shares; 2026Q2: 45,614 shares 45,614 $1.93M 0.18% +8,312 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,407 shares; 2025Q1: 11,407 shares; 2025Q2: 11,211 shares; 2025Q3: 11,211 shares; 2025Q4: 11,211 shares; 2026Q1: 11,211 shares; 2026Q2: 11,521 shares 11,521 $1.9M 0.17% +310 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 186,505 shares; 2025Q1: 197,494 shares; 2025Q2: 203,259 shares; 2025Q3: 204,109 shares; 2025Q4: 167,014 shares; 2026Q1: 197,475 shares; 2026Q2: 187,298 shares 187,298 $1.89M 0.17% -10,177 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: 62,589 shares; 2024Q4: 61,658 shares; 2025Q1: 54,373 shares; 2025Q2: 59,734 shares; 2025Q3: 44,550 shares; 2025Q4: 32,131 shares; 2026Q1: 34,012 shares; 2026Q2: 39,243 shares 39,243 $1.88M 0.17% +5,231 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,391 shares; 2024Q4: 4,402 shares; 2025Q1: 4,275 shares; 2025Q2: 3,854 shares; 2025Q3: 3,538 shares; 2025Q4: 3,135 shares; 2026Q1: 3,328 shares; 2026Q2: 3,692 shares 3,692 $1.85M 0.17% +364 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: not reported; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,614 shares; 2025Q3: 4,872 shares; 2025Q4: 9,476 shares; 2026Q1: 9,476 shares; 2026Q2: 9,580 shares 9,580 $1.83M 0.17% +104 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,056 shares; 2024Q4: 4,382 shares; 2025Q1: 4,489 shares; 2025Q2: 4,888 shares; 2025Q3: 5,022 shares; 2025Q4: 4,457 shares; 2026Q1: 5,012 shares; 2026Q2: 6,183 shares 6,183 $1.82M 0.17% +1,171 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,560 shares; 2026Q2: 4,560 shares 4,560 $1.8M 0.16% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,301 shares; 2024Q4: 19,861 shares; 2025Q1: 18,407 shares; 2025Q2: 19,941 shares; 2025Q3: 18,795 shares; 2025Q4: 16,451 shares; 2026Q1: 17,638 shares; 2026Q2: 21,447 shares 21,447 $1.77M 0.16% +3,809 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: 15,353 shares; 2024Q4: 16,635 shares; 2025Q1: 15,255 shares; 2025Q2: 14,010 shares; 2025Q3: 12,611 shares; 2025Q4: 10,514 shares; 2026Q1: 11,315 shares; 2026Q2: 12,562 shares 12,562 $1.7M 0.15% +1,247 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,327 shares; 2024Q4: 45,515 shares; 2025Q1: 46,155 shares; 2025Q2: 49,690 shares; 2025Q3: 52,912 shares; 2025Q4: 47,924 shares; 2026Q1: 53,799 shares; 2026Q2: 66,139 shares 66,139 $1.68M 0.15% +12,340 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,706 shares; 2024Q4: 8,474 shares; 2025Q1: 8,567 shares; 2025Q2: 9,321 shares; 2025Q3: 9,789 shares; 2025Q4: 8,572 shares; 2026Q1: 9,638 shares; 2026Q2: 11,890 shares 11,890 $1.65M 0.15% +2,252 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,583 shares; 2024Q4: 20,056 shares; 2025Q1: 20,548 shares; 2025Q2: 19,908 shares; 2025Q3: 20,768 shares; 2025Q4: 20,074 shares; 2026Q1: 19,760 shares; 2026Q2: 22,129 shares 22,129 $1.6M 0.15% +2,369 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,656 shares; 2024Q4: 5,921 shares; 2025Q1: 5,961 shares; 2025Q2: 6,866 shares; 2025Q3: 7,361 shares; 2025Q4: 5,852 shares; 2026Q1: 7,047 shares; 2026Q2: 8,998 shares 8,998 $1.59M 0.14% +1,951 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: 22,321 shares; 2024Q4: 15,834 shares; 2025Q1: 15,993 shares; 2025Q2: 17,536 shares; 2025Q3: 17,663 shares; 2025Q4: 16,215 shares; 2026Q1: 17,965 shares; 2026Q2: 21,749 shares 21,749 $1.58M 0.14% +3,784 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 508,914 shares; 2025Q1: 452,540 shares; 2025Q2: 680,135 shares; 2025Q3: 496,290 shares; 2025Q4: 384,219 shares; 2026Q1: 570,785 shares; 2026Q2: 656,528 shares 656,528 $1.54M 0.14% +85,743 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,189 shares; 2025Q3: 8,789 shares; 2025Q4: 7,370 shares; 2026Q1: 9,078 shares; 2026Q2: 12,917 shares 12,917 $1.51M 0.14% +3,839 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: 12,814 shares; 2025Q1: 12,814 shares; 2025Q2: 12,814 shares; 2025Q3: 12,814 shares; 2025Q4: 12,814 shares; 2026Q1: 12,814 shares; 2026Q2: 12,814 shares 12,814 $1.5M 0.14% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 3,595 shares; 2025Q1: 3,638 shares; 2025Q2: 3,373 shares; 2025Q3: 3,377 shares; 2025Q4: 3,041 shares; 2026Q1: 3,241 shares; 2026Q2: 3,778 shares 3,778 $1.5M 0.14% +537 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: 8,535 shares; 2024Q4: 9,633 shares; 2025Q1: 9,163 shares; 2025Q2: 8,682 shares; 2025Q3: 7,834 shares; 2025Q4: 7,549 shares; 2026Q1: 7,643 shares; 2026Q2: 7,866 shares 7,866 $1.5M 0.14% +223 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: not reported; 2024Q4: 2,401 shares; 2025Q1: 2,650 shares; 2025Q2: 2,200 shares; 2025Q3: 2,749 shares; 2025Q4: 2,449 shares; 2026Q1: 2,539 shares; 2026Q2: 4,238 shares 4,238 $1.5M 0.14% +1,699 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: 1,105 shares; 2024Q4: 2,707 shares; 2025Q1: 1,974 shares; 2025Q2: 2,267 shares; 2025Q3: 2,233 shares; 2025Q4: 2,011 shares; 2026Q1: 1,828 shares; 2026Q2: 1,935 shares 1,935 $1.48M 0.13% +107 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,147 shares; 2024Q4: 25,202 shares; 2025Q1: 20,280 shares; 2025Q2: 18,388 shares; 2025Q3: 17,054 shares; 2025Q4: 16,144 shares; 2026Q1: 13,754 shares; 2026Q2: 14,112 shares 14,112 $1.47M 0.13% +358 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,458 shares; 2024Q4: 33,815 shares; 2025Q1: 34,050 shares; 2025Q2: 38,858 shares; 2025Q3: 40,095 shares; 2025Q4: 33,544 shares; 2026Q1: 38,850 shares; 2026Q2: 47,691 shares 47,691 $1.45M 0.13% +8,841 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 108,233 shares; 2026Q1: 109,569 shares; 2026Q2: 111,263 shares 111,263 $1.45M 0.13% +1,694 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: 4,231 shares; 2024Q4: 9,253 shares; 2025Q1: 9,157 shares; 2025Q2: 8,255 shares; 2025Q3: 8,270 shares; 2025Q4: 7,916 shares; 2026Q1: 8,199 shares; 2026Q2: 8,311 shares 8,311 $1.4M 0.13% +112 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 703 shares; 2025Q4: 702 shares; 2026Q1: 706 shares; 2026Q2: 707 shares 707 $1.4M 0.13% +1 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: not reported; 2024Q4: not reported; 2025Q1: 2,090 shares; 2025Q2: 6,412 shares; 2025Q3: 5,713 shares; 2025Q4: 4,655 shares; 2026Q1: 5,587 shares; 2026Q2: 7,678 shares 7,678 $1.4M 0.13% +2,091 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386 shares; 2024Q4: 379 shares; 2025Q1: 377 shares; 2025Q2: 375 shares; 2025Q3: 380 shares; 2025Q4: 318 shares; 2026Q1: 267 shares; 2026Q2: 7,855 shares 7,855 $1.4M 0.13% +7,588 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: 50,625 shares; 2024Q4: 60,033 shares; 2025Q1: 53,273 shares; 2025Q2: 53,958 shares; 2025Q3: 52,384 shares; 2025Q4: 44,646 shares; 2026Q1: 48,172 shares; 2026Q2: 56,357 shares 56,357 $1.36M 0.12% +8,185 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: 1,309 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: not reported; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares; 2026Q2: 10,800 shares 10,800 $1.34M 0.12% +8,182 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: 2,135 shares; 2025Q1: 1,920 shares; 2025Q2: 1,834 shares; 2025Q3: 1,726 shares; 2025Q4: 1,741 shares; 2026Q1: 1,822 shares; 2026Q2: 1,596 shares 1,596 $1.34M 0.12% -226 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,049 shares; 2024Q4: 41,220 shares; 2025Q1: 42,415 shares; 2025Q2: 45,887 shares; 2025Q3: 45,795 shares; 2025Q4: 37,459 shares; 2026Q1: 44,362 shares; 2026Q2: 55,772 shares 55,772 $1.34M 0.12% +11,410 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,957 shares 5,957 $1.32M 0.12% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,936 shares; 2024Q4: 6,961 shares; 2025Q1: 7,262 shares; 2025Q2: 8,132 shares; 2025Q3: 8,558 shares; 2025Q4: 7,767 shares; 2026Q1: 8,635 shares; 2026Q2: 10,858 shares 10,858 $1.31M 0.12% +2,223 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 938 shares; 2026Q2: 4,260 shares 4,260 $1.29M 0.12% +3,322 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,503 shares; 2025Q3: 54,325 shares; 2025Q4: 47,020 shares; 2026Q1: 54,129 shares; 2026Q2: 72,736 shares 72,736 $1.28M 0.12% +18,607 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,530 shares; 2024Q4: 40,993 shares; 2025Q1: 41,550 shares; 2025Q2: 43,523 shares; 2025Q3: 45,235 shares; 2025Q4: 33,373 shares; 2026Q1: 36,916 shares; 2026Q2: 40,128 shares 40,128 $1.27M 0.12% +3,212 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,432 shares 5,432 $1.22M 0.11% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,104 shares; 2025Q3: 70,168 shares; 2025Q4: 62,789 shares; 2026Q1: 68,925 shares; 2026Q2: 87,272 shares 87,272 $1.16M 0.11% +18,347 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,528 shares; 2024Q4: 9,189 shares; 2025Q1: 9,231 shares; 2025Q2: 9,359 shares; 2025Q3: 9,130 shares; 2025Q4: 7,527 shares; 2026Q1: 7,795 shares; 2026Q2: 7,317 shares 7,317 $1.15M 0.1% -478 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: 16,353 shares; 2024Q4: 19,473 shares; 2025Q1: 19,535 shares; 2025Q2: 19,853 shares; 2025Q3: 19,775 shares; 2025Q4: 16,285 shares; 2026Q1: 14,148 shares; 2026Q2: 14,348 shares 14,348 $1.13M 0.1% +200 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 7,205 shares; 2025Q1: 5,686 shares; 2025Q2: 4,290 shares; 2025Q3: 4,252 shares; 2025Q4: 4,388 shares; 2026Q1: 4,535 shares; 2026Q2: 5,062 shares 5,062 $1.1M 0.1% +527 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: 1,213 shares; 2024Q4: 1,320 shares; 2025Q1: 1,410 shares; 2025Q2: 1,874 shares; 2025Q3: not reported; 2025Q4: 1,244 shares; 2026Q1: 1,233 shares; 2026Q2: 1,486 shares 1,486 $1.1M 0.1% +253 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 2,114 shares; 2025Q1: 2,146 shares; 2025Q2: 2,234 shares; 2025Q3: 2,288 shares; 2025Q4: 9,789 shares; 2026Q1: 9,030 shares; 2026Q2: 11,002 shares 11,002 $1.09M 0.1% +1,972 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: 21,487 shares; 2024Q4: 8,158 shares; 2025Q1: 6,907 shares; 2025Q2: 11,733 shares; 2025Q3: 11,696 shares; 2025Q4: 8,760 shares; 2026Q1: 8,708 shares; 2026Q2: 10,407 shares 10,407 $1.06M 0.1% +1,699 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 5,868 shares; 2025Q1: 6,133 shares; 2025Q2: 7,125 shares; 2025Q3: 7,375 shares; 2025Q4: 6,081 shares; 2026Q1: 7,529 shares; 2026Q2: 9,164 shares 9,164 $1.06M 0.1% +1,635 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 866 shares; 2025Q4: 694 shares; 2026Q1: 800 shares; 2026Q2: 1,081 shares 1,081 $1M 0.09% +281 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,727 shares; 2024Q4: 16,164 shares; 2025Q1: 16,366 shares; 2025Q2: 18,129 shares; 2025Q3: 19,015 shares; 2025Q4: 16,303 shares; 2026Q1: 18,658 shares; 2026Q2: 22,438 shares 22,438 $999K 0.09% +3,780 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares; 2026Q2: 4,439 shares 4,439 $982K 0.09% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,416 shares; 2024Q4: 11,030 shares; 2025Q1: not reported; 2025Q2: 47,154 shares; 2025Q3: 51,549 shares; 2025Q4: 47,670 shares; 2026Q1: 51,597 shares; 2026Q2: 64,731 shares 64,731 $974K 0.09% +13,134 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,475 shares; 2024Q4: 17,227 shares; 2025Q1: 10,887 shares; 2025Q2: 46,560 shares; 2025Q3: 48,116 shares; 2025Q4: 40,408 shares; 2026Q1: 44,701 shares; 2026Q2: 59,492 shares 59,492 $970K 0.09% +14,791 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,920 shares; 2024Q4: 34,653 shares; 2025Q1: 39,109 shares; 2025Q2: 38,422 shares; 2025Q3: 39,589 shares; 2025Q4: 34,523 shares; 2026Q1: 35,769 shares; 2026Q2: 34,985 shares 34,985 $948K 0.09% -784 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,312 shares; 2026Q2: 9,312 shares 9,312 $889K 0.08% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,778 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares; 2026Q1: 5,778 shares; 2026Q2: 5,778 shares 5,778 $886K 0.08% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,650 shares; 2025Q4: 20,766 shares; 2026Q1: 78,217 shares; 2026Q2: 116,148 shares 116,148 $879K 0.08% +37,931 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,148 shares; 2024Q4: 11,102 shares; 2025Q1: 11,198 shares; 2025Q2: 10,589 shares; 2025Q3: 9,876 shares; 2025Q4: 8,413 shares; 2026Q1: 10,735 shares; 2026Q2: 13,251 shares 13,251 $861K 0.08% +2,516 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,569 shares; 2026Q2: 34,872 shares 34,872 $859K 0.08% +17,303 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: 4,923 shares; 2024Q4: 6,097 shares; 2025Q1: 5,862 shares; 2025Q2: 5,827 shares; 2025Q3: 5,318 shares; 2025Q4: 4,189 shares; 2026Q1: 4,395 shares; 2026Q2: 4,057 shares 4,057 $832K 0.08% -338 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,899 shares; 2025Q3: 75,207 shares; 2025Q4: 71,716 shares; 2026Q1: 78,193 shares; 2026Q2: 99,882 shares 99,882 $830K 0.08% +21,689 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,612 shares; 2025Q3: 9,587 shares; 2025Q4: 8,764 shares; 2026Q1: 8,513 shares; 2026Q2: 10,124 shares 10,124 $815K 0.07% +1,611 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 189,129 shares; 2025Q1: 197,677 shares; 2025Q2: 205,757 shares; 2025Q3: 203,085 shares; 2025Q4: 157,881 shares; 2026Q1: 131,722 shares; 2026Q2: 112,629 shares 112,629 $808K 0.07% -19,093 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: 6,379 shares; 2024Q4: 6,530 shares; 2025Q1: 7,528 shares; 2025Q2: 7,309 shares; 2025Q3: 7,215 shares; 2025Q4: 7,068 shares; 2026Q1: 6,223 shares; 2026Q2: 6,840 shares 6,840 $805K 0.07% +617 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,630 shares; 2026Q1: 6,830 shares; 2026Q2: 7,353 shares 7,353 $785K 0.07% +523 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,851 shares; 2025Q1: 6,851 shares; 2025Q2: 6,851 shares; 2025Q3: 6,851 shares; 2025Q4: 6,851 shares; 2026Q1: 6,851 shares; 2026Q2: 6,851 shares 6,851 $781K 0.07% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,699 shares; 2025Q3: 16,258 shares; 2025Q4: 14,877 shares; 2026Q1: 16,248 shares; 2026Q2: 20,456 shares 20,456 $778K 0.07% +4,208 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,239 shares; 2025Q1: 5,388 shares; 2025Q2: 5,810 shares; 2025Q3: 6,166 shares; 2025Q4: 4,110 shares; 2026Q1: 3,479 shares; 2026Q2: 3,471 shares 3,471 $758K 0.07% -8 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,769 shares; 2026Q2: 15,763 shares 15,763 $752K 0.07% +7,994 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,646 shares; 2024Q4: 89,947 shares; 2025Q1: 91,056 shares; 2025Q2: 90,811 shares; 2025Q3: 84,488 shares; 2025Q4: 73,080 shares; 2026Q1: 72,410 shares; 2026Q2: 71,323 shares 71,323 $748K 0.07% -1,087 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,061 shares; 2025Q1: 39,601 shares; 2025Q2: 44,727 shares; 2025Q3: 42,560 shares; 2025Q4: 35,479 shares; 2026Q1: 34,262 shares; 2026Q2: 34,184 shares 34,184 $732K 0.07% -78 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,437 shares; 2026Q2: 4,284 shares 4,284 $728K 0.07% +1,847 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,678 shares; 2025Q2: 2,824 shares; 2025Q3: 3,378 shares; 2025Q4: 2,674 shares; 2026Q1: 2,725 shares; 2026Q2: 3,399 shares 3,399 $711K 0.06% +674 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,544 shares; 2024Q4: 12,742 shares; 2025Q1: 12,310 shares; 2025Q2: 11,658 shares; 2025Q3: 9,396 shares; 2025Q4: 6,248 shares; 2026Q1: 7,230 shares; 2026Q2: 8,581 shares 8,581 $690K 0.06% +1,351 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,947 shares; 2025Q1: 7,043 shares; 2025Q2: 6,947 shares; 2025Q3: 7,011 shares; 2025Q4: 7,011 shares; 2026Q1: 7,032 shares; 2026Q2: 7,321 shares 7,321 $676K 0.06% +289 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares; 2025Q3: 5,047 shares; 2025Q4: 4,623 shares; 2026Q1: 5,018 shares; 2026Q2: 6,408 shares 6,408 $673K 0.06% +1,390 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,014 shares; 2025Q3: 49,663 shares; 2025Q4: 47,461 shares; 2026Q1: 54,856 shares; 2026Q2: 72,071 shares 72,071 $672K 0.06% +17,215 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,430 shares; 2025Q1: 4,440 shares; 2025Q2: 4,430 shares; 2025Q3: 4,439 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares; 2026Q2: 4,744 shares 4,744 $652K 0.06% +305 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,704 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,706 shares; 2025Q3: 26,301 shares; 2025Q4: 24,559 shares; 2026Q1: 26,692 shares; 2026Q2: 33,349 shares 33,349 $644K 0.06% +6,657 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,858 shares; 2025Q3: 17,911 shares; 2025Q4: 16,419 shares; 2026Q1: 18,389 shares; 2026Q2: 23,927 shares 23,927 $641K 0.06% +5,538 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 866 shares 866 $611K 0.06% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,274 shares; 2024Q4: 9,174 shares; 2025Q1: 9,221 shares; 2025Q2: 9,174 shares; 2025Q3: 9,263 shares; 2025Q4: 9,232 shares; 2026Q1: 9,420 shares; 2026Q2: 9,673 shares 9,673 $608K 0.06% +253 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: 4,761 shares; 2024Q4: 2,639 shares; 2025Q1: 2,309 shares; 2025Q2: 2,309 shares; 2025Q3: 2,729 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,719 shares 2,719 $593K 0.05% new 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: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,620 shares; 2025Q2: 2,445 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares; 2026Q1: 2,475 shares; 2026Q2: 2,642 shares 2,642 $589K 0.05% +167 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,384 shares; 2025Q3: 12,808 shares; 2025Q4: 11,696 shares; 2026Q1: 12,514 shares; 2026Q2: 16,499 shares 16,499 $554K 0.05% +3,985 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,049 shares; 2025Q2: 4,049 shares; 2025Q3: 4,057 shares; 2025Q4: 4,118 shares; 2026Q1: 4,018 shares; 2026Q2: 4,157 shares 4,157 $553K 0.05% +139 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,425 shares; 2025Q4: 18,130 shares; 2026Q1: not reported; 2026Q2: 29,830 shares 29,830 $550K 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,461 shares; 2024Q4: 7,400 shares; 2025Q1: 7,426 shares; 2025Q2: 7,050 shares; 2025Q3: 6,488 shares; 2025Q4: 5,558 shares; 2026Q1: 5,261 shares; 2026Q2: 4,333 shares 4,333 $539K 0.05% -928 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 3,414 shares; 2025Q1: 3,402 shares; 2025Q2: 3,392 shares; 2025Q3: 3,532 shares; 2025Q4: 3,001 shares; 2026Q1: 2,890 shares; 2026Q2: 2,060 shares 2,060 $538K 0.05% -830 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,991 shares; 2025Q3: 90,430 shares; 2025Q4: 76,464 shares; 2026Q1: 69,490 shares; 2026Q2: 49,300 shares 49,300 $536K 0.05% -20,190 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: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,250 shares; 2025Q2: 1,286 shares; 2025Q3: 1,096 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,649 shares 6,649 $536K 0.05% new Timeline PBDC 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: 19,466 shares; 2026Q1: 24,687 shares; 2026Q2: 19,466 shares 19,466 $530K 0.05% -5,221 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,437 shares; 2025Q1: 17,251 shares; 2025Q2: 19,102 shares; 2025Q3: 19,257 shares; 2025Q4: 16,240 shares; 2026Q1: 15,176 shares; 2026Q2: 13,153 shares 13,153 $525K 0.05% -2,023 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: 7,232 shares; 2024Q4: 21,696 shares; 2025Q1: 21,696 shares; 2025Q2: 21,696 shares; 2025Q3: 21,696 shares; 2025Q4: 21,696 shares; 2026Q1: 18,090 shares; 2026Q2: 18,024 shares 18,024 $522K 0.05% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,031 shares; 2026Q1: not reported; 2026Q2: 4,366 shares 4,366 $520K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,388 shares 1,388 $511K 0.05% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,346 shares; 2025Q1: 3,346 shares; 2025Q2: 3,506 shares; 2025Q3: 3,526 shares; 2025Q4: 3,366 shares; 2026Q1: 3,404 shares; 2026Q2: 3,864 shares 3,864 $501K 0.05% +460 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,473 shares; 2025Q3: 30,109 shares; 2025Q4: 26,636 shares; 2026Q1: 28,964 shares; 2026Q2: 36,483 shares 36,483 $492K 0.04% +7,519 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares; 2026Q1: 4,162 shares; 2026Q2: 4,172 shares 4,172 $486K 0.04% +10 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: 18,877 shares; 2024Q4: 6,147 shares; 2025Q1: 4,676 shares; 2025Q2: 4,774 shares; 2025Q3: 6,436 shares; 2025Q4: 4,263 shares; 2026Q1: 4,334 shares; 2026Q2: 5,475 shares 5,475 $481K 0.04% +1,141 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares; 2026Q2: 2,380 shares 2,380 $481K 0.04% 0 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,128 shares; 2026Q1: 7,208 shares; 2026Q2: 7,824 shares 7,824 $476K 0.04% +616 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: 2,620 shares; 2024Q4: 574 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares; 2026Q1: not reported; 2026Q2: 735 shares 735 $467K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 1,095 shares; 2025Q4: 853 shares; 2026Q1: 943 shares; 2026Q2: 5,655 shares 5,655 $467K 0.04% +4,712 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 610 shares; 2025Q4: 522 shares; 2026Q1: 523 shares; 2026Q2: 559 shares 559 $464K 0.04% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,807 shares; 2025Q3: 31,785 shares; 2025Q4: 28,207 shares; 2026Q1: 26,232 shares; 2026Q2: 30,591 shares 30,591 $456K 0.04% +4,359 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: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 5,147 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,710 shares 5,710 $440K 0.04% new 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: 765 shares; 2024Q4: 796 shares; 2025Q1: 842 shares; 2025Q2: 820 shares; 2025Q3: 821 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,103 shares 5,103 $440K 0.04% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 415 shares; 2026Q1: 555 shares; 2026Q2: 835 shares 835 $430K 0.04% +280 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,424 shares 1,424 $424K 0.04% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 39,135 shares 39,135 $419K 0.04% new 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: not reported; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 1,110 shares; 2025Q3: 1,345 shares; 2025Q4: 962 shares; 2026Q1: 1,081 shares; 2026Q2: 1,222 shares 1,222 $418K 0.04% +141 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,274 shares; 2025Q2: 2,069 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares; 2026Q1: 1,637 shares; 2026Q2: 1,633 shares 1,633 $411K 0.04% -4 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,018 shares 9,018 $407K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 15,700 shares; 2025Q2: 21,500 shares; 2025Q3: not reported; 2025Q4: 10,396 shares; 2026Q1: 17,146 shares; 2026Q2: 21,099 shares 21,099 $403K 0.04% +3,953 Timeline PBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,231 shares; 2025Q3: 25,697 shares; 2025Q4: 24,224 shares; 2026Q1: 22,726 shares; 2026Q2: 23,949 shares 23,949 $394K 0.04% +1,223 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $390K 0.04% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,459 shares; 2025Q3: 37,892 shares; 2025Q4: 32,527 shares; 2026Q1: 30,162 shares; 2026Q2: 34,799 shares 34,799 $388K 0.04% +4,637 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: 319 shares; 2025Q1: 325 shares; 2025Q2: 348 shares; 2025Q3: 462 shares; 2025Q4: 291 shares; 2026Q1: 331 shares; 2026Q2: 400 shares 400 $385K 0.03% +69 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,420 shares; 2025Q3: 18,004 shares; 2025Q4: 12,835 shares; 2026Q1: 12,216 shares; 2026Q2: 11,436 shares 11,436 $383K 0.03% -780 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: 977 shares; 2025Q2: 971 shares; 2025Q3: 979 shares; 2025Q4: 964 shares; 2026Q1: 965 shares; 2026Q2: 1,061 shares 1,061 $365K 0.03% +96 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,445 shares; 2026Q1: 7,664 shares; 2026Q2: 6,722 shares 6,722 $360K 0.03% -942 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,524 shares; 2025Q1: 2,331 shares; 2025Q2: 1,971 shares; 2025Q3: 1,535 shares; 2025Q4: 1,295 shares; 2026Q1: 945 shares; 2026Q2: 930 shares 930 $360K 0.03% -15 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $359K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,073 shares; 2025Q2: 10,739 shares; 2025Q3: 10,739 shares; 2025Q4: 13,239 shares; 2026Q1: 9,366 shares; 2026Q2: 9,612 shares 9,612 $353K 0.03% +246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,425 shares 7,425 $351K 0.03% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,468 shares; 2026Q2: 1,468 shares 1,468 $346K 0.03% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,200 shares 10,200 $346K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,312 shares 3,312 $332K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 768 shares 768 $331K 0.03% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,946 shares; 2025Q4: 2,510 shares; 2026Q1: 2,319 shares; 2026Q2: 2,586 shares 2,586 $331K 0.03% +267 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 11,861 shares; 2025Q4: 9,501 shares; 2026Q1: 9,109 shares; 2026Q2: 10,455 shares 10,455 $328K 0.03% +1,346 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 884 shares; 2025Q2: 882 shares; 2025Q3: 962 shares; 2025Q4: 876 shares; 2026Q1: 895 shares; 2026Q2: 993 shares 993 $328K 0.03% +98 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: 32,533 shares; 2024Q4: 9,806 shares; 2025Q1: 6,315 shares; 2025Q2: 6,014 shares; 2025Q3: 6,094 shares; 2025Q4: 4,555 shares; 2026Q1: 3,933 shares; 2026Q2: 5,476 shares 5,476 $316K 0.03% +1,543 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413 $315K 0.03% 0 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,251 shares; 2026Q1: 12,591 shares; 2026Q2: 13,592 shares 13,592 $311K 0.03% +1,001 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $307K 0.03% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,813 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,813 shares; 2025Q3: not reported; 2025Q4: 5,813 shares; 2026Q1: 5,813 shares; 2026Q2: 5,813 shares 5,813 $302K 0.03% 0 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,895 shares 4,895 $295K 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 631 shares; 2025Q1: 651 shares; 2025Q2: 704 shares; 2025Q3: 720 shares; 2025Q4: 591 shares; 2026Q1: 641 shares; 2026Q2: 722 shares 722 $294K 0.03% +81 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,481 shares; 2026Q2: 3,691 shares 3,691 $291K 0.03% +210 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,374 shares; 2026Q2: 5,252 shares 5,252 $289K 0.03% -2,122 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $280K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $279K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $277K 0.03% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,860 shares; 2026Q1: 2,866 shares; 2026Q2: 2,866 shares 2,866 $275K 0.03% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,701 shares 1,701 $270K 0.02% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,408 shares; 2024Q4: 16,658 shares; 2025Q1: 16,658 shares; 2025Q2: 11,658 shares; 2025Q3: 11,658 shares; 2025Q4: 39,461 shares; 2026Q1: 39,461 shares; 2026Q2: 11,658 shares 11,658 $267K 0.02% -27,803 Timeline CATH 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: 2,880 shares; 2026Q1: 2,888 shares; 2026Q2: 2,978 shares 2,978 $264K 0.02% +90 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,548 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares; 2026Q2: 2,546 shares 2,546 $259K 0.02% -2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $254K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,509 shares; 2026Q1: 2,299 shares; 2026Q2: 2,299 shares 2,299 $254K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,861 shares 2,861 $254K 0.02% new Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,150 shares; 2026Q2: 7,070 shares 7,070 $250K 0.02% +1,920 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: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,251 shares; 2025Q2: 3,619 shares; 2025Q3: 3,163 shares; 2025Q4: not reported; 2026Q1: 3,199 shares; 2026Q2: 3,404 shares 3,404 $249K 0.02% +205 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $247K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 2,543 shares; 2025Q1: 2,808 shares; 2025Q2: 2,797 shares; 2025Q3: 2,827 shares; 2025Q4: 2,833 shares; 2026Q1: 2,839 shares; 2026Q2: 2,680 shares 2,680 $246K 0.02% -159 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,819 shares 1,819 $242K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,727 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,727 shares 2,727 $240K 0.02% new Timeline CHPY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $238K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 710 shares 710 $238K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,545 shares; 2025Q1: 13,829 shares; 2025Q2: 12,180 shares; 2025Q3: 12,513 shares; 2025Q4: 12,117 shares; 2026Q1: 11,240 shares; 2026Q2: 11,276 shares 11,276 $233K 0.02% +36 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $233K 0.02% new 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: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,356 shares; 2025Q2: 8,524 shares; 2025Q3: 7,665 shares; 2025Q4: 7,495 shares; 2026Q1: 6,985 shares; 2026Q2: 6,985 shares 6,985 $233K 0.02% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $229K 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,736 shares 1,736 $224K 0.02% new 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: 6,847 shares; 2024Q4: 1,628 shares; 2025Q1: 1,044 shares; 2025Q2: 919 shares; 2025Q3: 939 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 935 shares 935 $206K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,505 shares 1,505 $206K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,099 shares; 2026Q1: 2,206 shares; 2026Q2: 2,202 shares 2,202 $206K 0.02% -4 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: 9,204 shares; 2024Q4: 9,079 shares; 2025Q1: 8,776 shares; 2025Q2: 8,564 shares; 2025Q3: 5,076 shares; 2025Q4: 5,142 shares; 2026Q1: not reported; 2026Q2: 2,070 shares 2,070 $205K 0.02% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,132 shares 1,132 $202K 0.02% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,036 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,036 shares 7,036 $201K 0.02% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $200K 0.02% 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: not reported; 2025Q4: 12,714 shares; 2026Q1: 12,714 shares; 2026Q2: 12,714 shares 12,714 $185K 0.02% 0 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,711 shares 12,711 $178K 0.02% new Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,141 shares 10,141 $177K 0.02% new Timeline AI C3 AI INC More: the full row for C3 AI 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: 74,599 shares; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $136K 0.01% new Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,038 shares 11,038 $87.2K 0.01% new Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT 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: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $26.6K <0.01% 0 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,091 shares 11,091 $19.5K <0.01% new Timeline GUTS FRACTYL HEALTH INC More: the full row for FRACTYL 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: not reported; 2026Q2: 15,280 shares 15,280 $12.1K <0.01% new Timeline CXAI CXAPP INC More: the full row for CXAPP 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.86K <0.01% 0 Timeline