AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076,711 shares; 2024Q4: 1,095,665 shares; 2025Q1: 1,138,299 shares; 2025Q2: 1,127,141 shares; 2025Q3: 1,121,589 shares; 2025Q4: not reported; 2026Q1: 1,107,179 shares; 2026Q2: 1,132,169 shares 1,132,169 $328M 3.5% +24,990 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: 706,809 shares; 2024Q4: 708,591 shares; 2025Q1: 696,901 shares; 2025Q2: 700,470 shares; 2025Q3: 702,090 shares; 2025Q4: 700,036 shares; 2026Q1: 757,482 shares; 2026Q2: 732,035 shares 732,035 $273M 2.92% -25,447 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: 1,300,676 shares; 2024Q4: 1,247,815 shares; 2025Q1: 1,257,865 shares; 2025Q2: 1,267,402 shares; 2025Q3: 1,171,024 shares; 2025Q4: 1,185,117 shares; 2026Q1: 1,212,205 shares; 2026Q2: 1,252,314 shares 1,252,314 $251M 2.68% +40,109 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: 617,026 shares; 2024Q4: 614,399 shares; 2025Q1: 632,808 shares; 2025Q2: 708,036 shares; 2025Q3: 707,847 shares; 2025Q4: not reported; 2026Q1: 783,132 shares; 2026Q2: 806,999 shares 806,999 $192M 2.05% +23,867 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: 428,361 shares; 2024Q4: 430,298 shares; 2025Q1: 426,722 shares; 2025Q2: 424,292 shares; 2025Q3: 421,475 shares; 2025Q4: 426,710 shares; 2026Q1: 449,675 shares; 2026Q2: 460,159 shares 460,159 $163M 1.74% +10,484 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: 454,547 shares; 2024Q4: 454,538 shares; 2025Q1: 468,308 shares; 2025Q2: 487,609 shares; 2025Q3: 466,162 shares; 2025Q4: 453,325 shares; 2026Q1: 437,159 shares; 2026Q2: 454,292 shares 454,292 $162M 1.73% +17,133 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: 359,551 shares; 2024Q4: 365,036 shares; 2025Q1: 397,818 shares; 2025Q2: 405,686 shares; 2025Q3: 401,987 shares; 2025Q4: 388,517 shares; 2026Q1: 382,956 shares; 2026Q2: 386,843 shares 386,843 $127M 1.35% +3,887 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: 326,678 shares; 2024Q4: 326,050 shares; 2025Q1: 321,419 shares; 2025Q2: 305,854 shares; 2025Q3: 309,708 shares; 2025Q4: 296,054 shares; 2026Q1: 305,523 shares; 2026Q2: 309,875 shares 309,875 $117M 1.25% +4,352 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: 161,330 shares; 2024Q4: 169,535 shares; 2025Q1: 174,098 shares; 2025Q2: 181,487 shares; 2025Q3: 179,236 shares; 2025Q4: 184,222 shares; 2026Q1: 195,992 shares; 2026Q2: 190,695 shares 190,695 $107M 1.15% -5,297 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: 196,745 shares; 2024Q4: 195,316 shares; 2025Q1: 198,363 shares; 2025Q2: 201,683 shares; 2025Q3: 199,999 shares; 2025Q4: not reported; 2026Q1: 205,356 shares; 2026Q2: 213,014 shares 213,014 $107M 1.14% +7,658 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: 136,099 shares; 2024Q4: 135,258 shares; 2025Q1: 127,209 shares; 2025Q2: 137,911 shares; 2025Q3: 137,808 shares; 2025Q4: not reported; 2026Q1: 135,725 shares; 2026Q2: 136,940 shares 136,940 $101M 1.08% +1,215 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: 105,039 shares; 2024Q4: 110,294 shares; 2025Q1: 126,006 shares; 2025Q2: 125,559 shares; 2025Q3: 113,559 shares; 2025Q4: 120,186 shares; 2026Q1: 120,620 shares; 2026Q2: 126,855 shares 126,855 $94.7M 1.01% +6,235 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: 77,967 shares; 2024Q4: 72,683 shares; 2025Q1: 73,357 shares; 2025Q2: 72,733 shares; 2025Q3: 67,014 shares; 2025Q4: 69,367 shares; 2026Q1: 73,784 shares; 2026Q2: 78,682 shares 78,682 $94.4M 1.01% +4,898 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: 94,116 shares; 2024Q4: 96,657 shares; 2025Q1: 93,960 shares; 2025Q2: 93,762 shares; 2025Q3: 91,724 shares; 2025Q4: 90,791 shares; 2026Q1: 93,698 shares; 2026Q2: 93,879 shares 93,879 $87.8M 0.94% +181 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: 270,895 shares; 2024Q4: 257,488 shares; 2025Q1: 293,749 shares; 2025Q2: 353,824 shares; 2025Q3: 336,866 shares; 2025Q4: 337,603 shares; 2026Q1: 341,725 shares; 2026Q2: 280,433 shares 280,433 $83.5M 0.89% -61,292 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: 97,283 shares; 2024Q4: 99,670 shares; 2025Q1: 97,663 shares; 2025Q2: 111,953 shares; 2025Q3: 111,063 shares; 2025Q4: 155,569 shares; 2026Q1: 156,230 shares; 2026Q2: 658,202 shares 658,202 $81.7M 0.87% +501,972 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: 105,807 shares; 2024Q4: 107,155 shares; 2025Q1: 109,024 shares; 2025Q2: 120,944 shares; 2025Q3: 120,112 shares; 2025Q4: 105,634 shares; 2026Q1: 104,059 shares; 2026Q2: 105,288 shares 105,288 $78.8M 0.84% +1,229 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: 61,198 shares; 2024Q4: 55,124 shares; 2025Q1: 58,676 shares; 2025Q2: 59,502 shares; 2025Q3: 64,755 shares; 2025Q4: 70,526 shares; 2026Q1: 71,566 shares; 2026Q2: 71,470 shares 71,470 $76.1M 0.81% -96 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,739 shares; 2024Q4: 126,171 shares; 2025Q1: 119,067 shares; 2025Q2: 115,436 shares; 2025Q3: 104,521 shares; 2025Q4: not reported; 2026Q1: 102,510 shares; 2026Q2: 100,263 shares 100,263 $72.2M 0.77% -2,247 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: 57,096 shares; 2024Q4: 60,066 shares; 2025Q1: 72,683 shares; 2025Q2: 78,733 shares; 2025Q3: 86,026 shares; 2025Q4: 92,739 shares; 2026Q1: 99,231 shares; 2026Q2: 104,550 shares 104,550 $71.8M 0.77% +5,319 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: 144,482 shares; 2024Q4: 143,552 shares; 2025Q1: 136,421 shares; 2025Q2: 138,047 shares; 2025Q3: 146,483 shares; 2025Q4: 146,889 shares; 2026Q1: 156,006 shares; 2026Q2: 160,857 shares 160,857 $67.7M 0.72% +4,851 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: 131,619 shares; 2024Q4: 108,539 shares; 2025Q1: 122,248 shares; 2025Q2: 127,607 shares; 2025Q3: 126,038 shares; 2025Q4: not reported; 2026Q1: 111,409 shares; 2026Q2: 114,779 shares 114,779 $66.7M 0.71% +3,370 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: 122,152 shares; 2024Q4: 122,449 shares; 2025Q1: 121,231 shares; 2025Q2: 126,635 shares; 2025Q3: 125,213 shares; 2025Q4: 124,559 shares; 2026Q1: 126,044 shares; 2026Q2: 128,423 shares 128,423 $61.3M 0.65% +2,379 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: 182,119 shares; 2024Q4: 176,869 shares; 2025Q1: 180,535 shares; 2025Q2: 177,965 shares; 2025Q3: 180,848 shares; 2025Q4: 175,456 shares; 2026Q1: 178,417 shares; 2026Q2: 178,239 shares 178,239 $61.2M 0.65% -178 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: 173,808 shares; 2024Q4: 185,597 shares; 2025Q1: 186,002 shares; 2025Q2: 234,696 shares; 2025Q3: 184,452 shares; 2025Q4: 151,784 shares; 2026Q1: 218,085 shares; 2026Q2: 236,738 shares 236,738 $60.5M 0.65% +18,653 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: 65,428 shares; 2024Q4: 66,266 shares; 2025Q1: 68,878 shares; 2025Q2: 69,994 shares; 2025Q3: 66,450 shares; 2025Q4: 66,231 shares; 2026Q1: 63,621 shares; 2026Q2: 59,103 shares 59,103 $59.8M 0.64% -4,518 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: 263,376 shares; 2024Q4: 198,277 shares; 2025Q1: 147,749 shares; 2025Q2: 210,353 shares; 2025Q3: 282,495 shares; 2025Q4: 460,727 shares; 2026Q1: 536,020 shares; 2026Q2: 630,717 shares 630,717 $57.8M 0.62% +94,697 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: 41,046 shares; 2024Q4: 40,075 shares; 2025Q1: 37,419 shares; 2025Q2: 62,134 shares; 2025Q3: 47,351 shares; 2025Q4: 51,092 shares; 2026Q1: 41,818 shares; 2026Q2: 48,520 shares 48,520 $56M 0.6% +6,702 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: 474,677 shares; 2024Q4: 490,349 shares; 2025Q1: 484,613 shares; 2025Q2: 470,449 shares; 2025Q3: 482,226 shares; 2025Q4: 452,572 shares; 2026Q1: 463,259 shares; 2026Q2: 486,171 shares 486,171 $55.1M 0.59% +22,912 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: 529,589 shares; 2024Q4: 552,630 shares; 2025Q1: 617,043 shares; 2025Q2: 648,678 shares; 2025Q3: 644,944 shares; 2025Q4: 659,305 shares; 2026Q1: 691,757 shares; 2026Q2: 692,811 shares 692,811 $53.4M 0.57% +1,054 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: 127,982 shares; 2024Q4: 126,210 shares; 2025Q1: 130,967 shares; 2025Q2: 139,867 shares; 2025Q3: 139,516 shares; 2025Q4: 139,824 shares; 2026Q1: 143,712 shares; 2026Q2: 143,631 shares 143,631 $50.7M 0.54% -81 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289,604 shares; 2025Q2: 1,150,247 shares; 2025Q3: 2,002,184 shares; 2025Q4: 1,835,695 shares; 2026Q1: 1,962,164 shares; 2026Q2: 1,501,240 shares 1,501,240 $49.7M 0.53% -460,924 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: 179,675 shares; 2024Q4: 181,513 shares; 2025Q1: 177,768 shares; 2025Q2: 182,078 shares; 2025Q3: 183,351 shares; 2025Q4: 177,899 shares; 2026Q1: 186,168 shares; 2026Q2: 183,113 shares 183,113 $46.5M 0.5% -3,055 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846,072 shares; 2024Q4: 854,063 shares; 2025Q1: 888,654 shares; 2025Q2: 360,201 shares; 2025Q3: 532,960 shares; 2025Q4: 527,776 shares; 2026Q1: 636,632 shares; 2026Q2: 516,580 shares 516,580 $45.9M 0.49% -120,052 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565,087 shares; 2024Q4: 589,131 shares; 2025Q1: 598,147 shares; 2025Q2: 598,621 shares; 2025Q3: 591,075 shares; 2025Q4: 601,612 shares; 2026Q1: 602,903 shares; 2026Q2: 604,034 shares 604,034 $45.8M 0.49% +1,131 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,993 shares; 2024Q4: 71,927 shares; 2025Q1: 72,215 shares; 2025Q2: 73,021 shares; 2025Q3: 68,731 shares; 2025Q4: 71,067 shares; 2026Q1: 71,091 shares; 2026Q2: 70,842 shares 70,842 $45.4M 0.48% -249 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: 122,552 shares; 2024Q4: 111,168 shares; 2025Q1: 109,833 shares; 2025Q2: 111,012 shares; 2025Q3: 113,123 shares; 2025Q4: not reported; 2026Q1: 119,841 shares; 2026Q2: 123,217 shares 123,217 $44.6M 0.48% +3,376 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,161 shares; 2024Q4: 298,755 shares; 2025Q1: 320,912 shares; 2025Q2: 340,111 shares; 2025Q3: 338,170 shares; 2025Q4: 292,758 shares; 2026Q1: 293,099 shares; 2026Q2: 289,632 shares 289,632 $43M 0.46% -3,467 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: 462,963 shares; 2024Q4: 446,881 shares; 2025Q1: 446,481 shares; 2025Q2: 397,373 shares; 2025Q3: 397,369 shares; 2025Q4: 368,128 shares; 2026Q1: 374,442 shares; 2026Q2: 361,558 shares 361,558 $42.5M 0.45% -12,884 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: 148,766 shares; 2024Q4: 149,869 shares; 2025Q1: 152,607 shares; 2025Q2: 161,853 shares; 2025Q3: 167,541 shares; 2025Q4: 159,447 shares; 2026Q1: 156,065 shares; 2026Q2: 161,999 shares 161,999 $40.8M 0.44% +5,934 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: 55,750 shares; 2024Q4: 123,144 shares; 2025Q1: 124,524 shares; 2025Q2: 109,550 shares; 2025Q3: 119,460 shares; 2025Q4: 124,216 shares; 2026Q1: 129,033 shares; 2026Q2: 119,037 shares 119,037 $40.6M 0.43% -9,996 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: 85,678 shares; 2024Q4: 91,422 shares; 2025Q1: 97,156 shares; 2025Q2: 88,314 shares; 2025Q3: 96,515 shares; 2025Q4: 99,370 shares; 2026Q1: 103,819 shares; 2026Q2: 105,618 shares 105,618 $38.9M 0.42% +1,799 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,510 shares; 2024Q4: 98,093 shares; 2025Q1: 103,213 shares; 2025Q2: 102,713 shares; 2025Q3: 112,073 shares; 2025Q4: 105,097 shares; 2026Q1: 110,260 shares; 2026Q2: 113,255 shares 113,255 $38.8M 0.41% +2,995 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: 326,814 shares; 2024Q4: 330,574 shares; 2025Q1: 301,312 shares; 2025Q2: 393,283 shares; 2025Q3: 296,146 shares; 2025Q4: 257,289 shares; 2026Q1: 255,894 shares; 2026Q2: 261,012 shares 261,012 $36.5M 0.39% +5,118 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: 70,520 shares; 2024Q4: 77,155 shares; 2025Q1: 82,740 shares; 2025Q2: 77,724 shares; 2025Q3: 75,729 shares; 2025Q4: 75,287 shares; 2026Q1: 74,624 shares; 2026Q2: 83,149 shares 83,149 $35.4M 0.38% +8,525 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: 164,144 shares; 2024Q4: 157,285 shares; 2025Q1: 160,170 shares; 2025Q2: 154,742 shares; 2025Q3: 171,209 shares; 2025Q4: not reported; 2026Q1: 183,279 shares; 2026Q2: 186,194 shares 186,194 $35.3M 0.38% +2,915 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,550 shares; 2024Q4: 302,244 shares; 2025Q1: 275,920 shares; 2025Q2: 277,883 shares; 2025Q3: 278,316 shares; 2025Q4: 306,362 shares; 2026Q1: 271,775 shares; 2026Q2: 253,425 shares 253,425 $34.6M 0.37% -18,350 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: 38,059 shares; 2024Q4: 37,273 shares; 2025Q1: 41,186 shares; 2025Q2: 51,176 shares; 2025Q3: 45,540 shares; 2025Q4: 49,798 shares; 2026Q1: 52,986 shares; 2026Q2: 44,913 shares 44,913 $34.3M 0.37% -8,073 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: 54,823 shares; 2024Q4: 72,592 shares; 2025Q1: 97,520 shares; 2025Q2: 92,152 shares; 2025Q3: 91,720 shares; 2025Q4: not reported; 2026Q1: 61,907 shares; 2026Q2: 45,900 shares 45,900 $33.2M 0.35% -16,007 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,632 shares; 2024Q4: 3,436 shares; 2025Q1: 24,646 shares; 2025Q2: 20,479 shares; 2025Q3: 18,128 shares; 2025Q4: 46,028 shares; 2026Q1: 262,378 shares; 2026Q2: 328,932 shares 328,932 $33.1M 0.35% +66,554 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,508 shares; 2024Q4: 286,343 shares; 2025Q1: 290,226 shares; 2025Q2: 297,457 shares; 2025Q3: 293,320 shares; 2025Q4: 268,104 shares; 2026Q1: 283,045 shares; 2026Q2: 259,210 shares 259,210 $32.7M 0.35% -23,835 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: 47,236 shares; 2024Q4: 47,412 shares; 2025Q1: 49,451 shares; 2025Q2: 48,954 shares; 2025Q3: 52,985 shares; 2025Q4: 49,950 shares; 2026Q1: 60,452 shares; 2026Q2: 61,676 shares 61,676 $31.7M 0.34% +1,224 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: 541,567 shares; 2024Q4: 533,000 shares; 2025Q1: 348,754 shares; 2025Q2: 323,769 shares; 2025Q3: 318,471 shares; 2025Q4: 299,153 shares; 2026Q1: 261,217 shares; 2026Q2: 271,440 shares 271,440 $31.7M 0.34% +10,223 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: 173,307 shares; 2024Q4: 173,119 shares; 2025Q1: 179,014 shares; 2025Q2: 180,377 shares; 2025Q3: 201,090 shares; 2025Q4: 199,032 shares; 2026Q1: 195,594 shares; 2026Q2: 185,927 shares 185,927 $30.8M 0.33% -9,667 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: 28,529 shares; 2024Q4: 35,124 shares; 2025Q1: 45,129 shares; 2025Q2: 81,625 shares; 2025Q3: 80,290 shares; 2025Q4: 88,729 shares; 2026Q1: 94,563 shares; 2026Q2: 99,901 shares 99,901 $30.3M 0.32% +5,338 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,074 shares; 2024Q4: 251,510 shares; 2025Q1: 272,883 shares; 2025Q2: 272,764 shares; 2025Q3: 276,243 shares; 2025Q4: 295,526 shares; 2026Q1: 326,348 shares; 2026Q2: 272,788 shares 272,788 $30.1M 0.32% -53,560 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,596 shares; 2024Q4: 133,374 shares; 2025Q1: 121,641 shares; 2025Q2: 124,841 shares; 2025Q3: 122,371 shares; 2025Q4: 119,849 shares; 2026Q1: 118,429 shares; 2026Q2: 116,342 shares 116,342 $29.7M 0.32% -2,087 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: 530,155 shares; 2024Q4: 485,850 shares; 2025Q1: 496,815 shares; 2025Q2: 510,309 shares; 2025Q3: 502,586 shares; 2025Q4: not reported; 2026Q1: 531,889 shares; 2026Q2: 493,128 shares 493,128 $28.1M 0.3% -38,761 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: 265,450 shares; 2024Q4: 245,910 shares; 2025Q1: 271,051 shares; 2025Q2: 232,811 shares; 2025Q3: 333,278 shares; 2025Q4: 300,582 shares; 2026Q1: 294,952 shares; 2026Q2: 313,708 shares 313,708 $27.5M 0.29% +18,756 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: 78,317 shares; 2024Q4: 179,136 shares; 2025Q1: 202,296 shares; 2025Q2: 207,311 shares; 2025Q3: 204,544 shares; 2025Q4: 204,509 shares; 2026Q1: 200,417 shares; 2026Q2: 187,930 shares 187,930 $27.5M 0.29% -12,487 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: 54,461 shares; 2024Q4: 55,514 shares; 2025Q1: 56,406 shares; 2025Q2: 64,945 shares; 2025Q3: 63,705 shares; 2025Q4: 53,574 shares; 2026Q1: 50,104 shares; 2026Q2: 313,372 shares 313,372 $27M 0.29% +263,268 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,576 shares; 2024Q4: 15,324 shares; 2025Q1: 16,747 shares; 2025Q2: 24,591 shares; 2025Q3: 25,179 shares; 2025Q4: 26,244 shares; 2026Q1: 27,250 shares; 2026Q2: 225,217 shares 225,217 $26.9M 0.29% +197,967 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: 827,813 shares; 2024Q4: 567,635 shares; 2025Q1: 545,644 shares; 2025Q2: 614,210 shares; 2025Q3: 630,038 shares; 2025Q4: 565,152 shares; 2026Q1: 554,455 shares; 2026Q2: 631,758 shares 631,758 $26.7M 0.29% +77,303 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,457 shares; 2024Q4: 8,398 shares; 2025Q1: 22,563 shares; 2025Q2: 13,195 shares; 2025Q3: 14,550 shares; 2025Q4: 14,548 shares; 2026Q1: 18,539 shares; 2026Q2: 22,641 shares 22,641 $26.6M 0.28% +4,102 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: 71,026 shares; 2024Q4: 76,601 shares; 2025Q1: 80,535 shares; 2025Q2: 77,682 shares; 2025Q3: 79,964 shares; 2025Q4: 111,068 shares; 2026Q1: 77,472 shares; 2026Q2: 93,019 shares 93,019 $26.2M 0.28% +15,547 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: 51,046 shares; 2024Q4: 58,113 shares; 2025Q1: 67,054 shares; 2025Q2: 78,647 shares; 2025Q3: 78,819 shares; 2025Q4: 66,317 shares; 2026Q1: 100,270 shares; 2026Q2: 119,503 shares 119,503 $26M 0.28% +19,233 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: 119,574 shares; 2024Q4: 117,583 shares; 2025Q1: 109,587 shares; 2025Q2: 106,659 shares; 2025Q3: 107,925 shares; 2025Q4: 110,543 shares; 2026Q1: 109,765 shares; 2026Q2: 109,278 shares 109,278 $24.4M 0.26% -487 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: 12,991 shares; 2024Q4: 15,340 shares; 2025Q1: 27,133 shares; 2025Q2: 64,017 shares; 2025Q3: 150,190 shares; 2025Q4: 155,164 shares; 2026Q1: 157,150 shares; 2026Q2: 180,118 shares 180,118 $24M 0.26% +22,968 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: 206,238 shares; 2024Q4: 203,328 shares; 2025Q1: 202,663 shares; 2025Q2: 165,938 shares; 2025Q3: 161,264 shares; 2025Q4: 164,462 shares; 2026Q1: 184,185 shares; 2026Q2: 184,897 shares 184,897 $23.8M 0.25% +712 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: 28,750 shares; 2024Q4: 29,515 shares; 2025Q1: 28,203 shares; 2025Q2: 32,102 shares; 2025Q3: 33,198 shares; 2025Q4: 319,760 shares; 2026Q1: 348,410 shares; 2026Q2: 325,906 shares 325,906 $23.3M 0.25% -22,504 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: 55,978 shares; 2024Q4: 62,746 shares; 2025Q1: 70,184 shares; 2025Q2: 77,887 shares; 2025Q3: 82,314 shares; 2025Q4: 64,532 shares; 2026Q1: 69,834 shares; 2026Q2: 286,392 shares 286,392 $23.1M 0.25% +216,558 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,457 shares; 2024Q4: 157,398 shares; 2025Q1: 166,854 shares; 2025Q2: 182,720 shares; 2025Q3: 194,472 shares; 2025Q4: 209,386 shares; 2026Q1: 224,382 shares; 2026Q2: 222,103 shares 222,103 $23.1M 0.25% -2,279 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: 4,280 shares; 2024Q4: 6,136 shares; 2025Q1: 14,498 shares; 2025Q2: 14,117 shares; 2025Q3: 13,386 shares; 2025Q4: 12,285 shares; 2026Q1: 12,167 shares; 2026Q2: 11,594 shares 11,594 $23.1M 0.25% -573 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,050 shares; 2024Q4: 50,009 shares; 2025Q1: 56,909 shares; 2025Q2: 66,168 shares; 2025Q3: 64,754 shares; 2025Q4: not reported; 2026Q1: 67,830 shares; 2026Q2: 67,859 shares 67,859 $23M 0.25% +29 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: 21,321 shares; 2025Q1: 22,753 shares; 2025Q2: 22,648 shares; 2025Q3: 19,155 shares; 2025Q4: 57,088 shares; 2026Q1: 46,528 shares; 2026Q2: 51,877 shares 51,877 $22.5M 0.24% +5,349 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,615 shares; 2024Q4: 55,283 shares; 2025Q1: 55,083 shares; 2025Q2: 53,490 shares; 2025Q3: 50,160 shares; 2025Q4: 51,421 shares; 2026Q1: 45,152 shares; 2026Q2: 44,988 shares 44,988 $22.3M 0.24% -164 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: 45,679 shares; 2024Q4: 77,983 shares; 2025Q1: 57,442 shares; 2025Q2: 59,892 shares; 2025Q3: 56,503 shares; 2025Q4: 63,336 shares; 2026Q1: 66,923 shares; 2026Q2: 65,520 shares 65,520 $21.9M 0.23% -1,403 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,746 shares; 2024Q4: 118,397 shares; 2025Q1: 127,948 shares; 2025Q2: 136,351 shares; 2025Q3: 137,000 shares; 2025Q4: 186,676 shares; 2026Q1: 196,572 shares; 2026Q2: 200,989 shares 200,989 $21.9M 0.23% +4,417 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,408 shares; 2024Q4: 325,123 shares; 2025Q1: 387,700 shares; 2025Q2: 457,616 shares; 2025Q3: 491,561 shares; 2025Q4: 498,962 shares; 2026Q1: 590,247 shares; 2026Q2: 643,381 shares 643,381 $21.8M 0.23% +53,134 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,083 shares; 2024Q4: 5,132 shares; 2025Q1: 6,077 shares; 2025Q2: 8,840 shares; 2025Q3: 7,124 shares; 2025Q4: 7,172 shares; 2026Q1: 7,171 shares; 2026Q2: 72,076 shares 72,076 $21.7M 0.23% +64,905 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,878 shares; 2024Q4: 123,295 shares; 2025Q1: 140,000 shares; 2025Q2: 149,399 shares; 2025Q3: 152,368 shares; 2025Q4: 158,203 shares; 2026Q1: 202,658 shares; 2026Q2: 267,847 shares 267,847 $21.7M 0.23% +65,189 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: 146,418 shares; 2024Q4: 147,931 shares; 2025Q1: 144,535 shares; 2025Q2: 146,102 shares; 2025Q3: 138,988 shares; 2025Q4: 143,503 shares; 2026Q1: 148,913 shares; 2026Q2: 147,540 shares 147,540 $21.6M 0.23% -1,373 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,971 shares; 2025Q3: 191,432 shares; 2025Q4: 194,180 shares; 2026Q1: 197,770 shares; 2026Q2: 211,755 shares 211,755 $21.5M 0.23% +13,985 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,498 shares; 2024Q4: 165,832 shares; 2025Q1: 233,943 shares; 2025Q2: 278,784 shares; 2025Q3: 308,187 shares; 2025Q4: 305,581 shares; 2026Q1: 310,867 shares; 2026Q2: 378,385 shares 378,385 $21.4M 0.23% +67,518 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: 212,955 shares; 2024Q4: 221,944 shares; 2025Q1: 232,818 shares; 2025Q2: 280,689 shares; 2025Q3: 307,348 shares; 2025Q4: 223,038 shares; 2026Q1: 273,686 shares; 2026Q2: 298,618 shares 298,618 $21.3M 0.23% +24,932 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,930 shares; 2024Q4: 12,993 shares; 2025Q1: 14,033 shares; 2025Q2: 16,454 shares; 2025Q3: 47,266 shares; 2025Q4: 46,364 shares; 2026Q1: 44,657 shares; 2026Q2: 43,803 shares 43,803 $21.2M 0.23% -854 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,565 shares; 2024Q4: 38,115 shares; 2025Q1: 37,665 shares; 2025Q2: 37,665 shares; 2025Q3: 37,525 shares; 2025Q4: 37,325 shares; 2026Q1: 36,895 shares; 2026Q2: 36,670 shares 36,670 $21.2M 0.23% -225 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: 111,656 shares; 2024Q4: 111,971 shares; 2025Q1: 128,722 shares; 2025Q2: 119,446 shares; 2025Q3: 118,516 shares; 2025Q4: 110,250 shares; 2026Q1: 110,861 shares; 2026Q2: 113,687 shares 113,687 $21M 0.22% +2,826 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: 65,683 shares; 2024Q4: 62,878 shares; 2025Q1: 51,263 shares; 2025Q2: 59,761 shares; 2025Q3: 59,466 shares; 2025Q4: 66,635 shares; 2026Q1: 56,720 shares; 2026Q2: 55,722 shares 55,722 $20.8M 0.22% -998 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: 658,388 shares; 2024Q4: 581,371 shares; 2025Q1: 636,215 shares; 2025Q2: 641,576 shares; 2025Q3: 703,405 shares; 2025Q4: 694,618 shares; 2026Q1: 831,613 shares; 2026Q2: 809,970 shares 809,970 $19.5M 0.21% -21,643 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: 91,894 shares; 2024Q4: 93,311 shares; 2025Q1: 93,738 shares; 2025Q2: 91,614 shares; 2025Q3: 92,031 shares; 2025Q4: 92,043 shares; 2026Q1: 92,865 shares; 2026Q2: 86,443 shares 86,443 $19.1M 0.2% -6,422 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: 109,786 shares; 2024Q4: 106,067 shares; 2025Q1: 123,871 shares; 2025Q2: 128,384 shares; 2025Q3: 126,803 shares; 2025Q4: 127,818 shares; 2026Q1: 132,898 shares; 2026Q2: 160,749 shares 160,749 $18.9M 0.2% +27,851 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 396,336 shares; 2026Q1: 398,260 shares; 2026Q2: 400,877 shares 400,877 $18.7M 0.2% +2,617 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,835 shares; 2024Q4: 386,264 shares; 2025Q1: 374,812 shares; 2025Q2: 359,981 shares; 2025Q3: 368,079 shares; 2025Q4: 357,882 shares; 2026Q1: 343,264 shares; 2026Q2: 344,571 shares 344,571 $18.7M 0.2% +1,307 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,500 shares; 2024Q4: 460,810 shares; 2025Q1: 538,426 shares; 2025Q2: 581,556 shares; 2025Q3: 632,018 shares; 2025Q4: 611,786 shares; 2026Q1: 642,261 shares; 2026Q2: 587,675 shares 587,675 $18.6M 0.2% -54,586 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,528 shares; 2024Q4: 230,993 shares; 2025Q1: 213,508 shares; 2025Q2: 218,076 shares; 2025Q3: 225,239 shares; 2025Q4: 246,610 shares; 2026Q1: 306,744 shares; 2026Q2: 310,532 shares 310,532 $18.5M 0.2% +3,788 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642,940 shares; 2024Q4: 621,464 shares; 2025Q1: 637,212 shares; 2025Q2: 346,859 shares; 2025Q3: 327,901 shares; 2025Q4: 295,913 shares; 2026Q1: 300,345 shares; 2026Q2: 296,379 shares 296,379 $18.4M 0.2% -3,966 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: 203,825 shares; 2024Q4: 205,800 shares; 2025Q1: 196,069 shares; 2025Q2: 187,506 shares; 2025Q3: 196,092 shares; 2025Q4: 205,059 shares; 2026Q1: 214,144 shares; 2026Q2: 200,542 shares 200,542 $18.4M 0.2% -13,602 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: 164,792 shares; 2024Q4: 153,885 shares; 2025Q1: 136,607 shares; 2025Q2: 140,495 shares; 2025Q3: 140,957 shares; 2025Q4: 129,383 shares; 2026Q1: 133,806 shares; 2026Q2: 134,268 shares 134,268 $18.2M 0.19% +462 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: 195,946 shares; 2024Q4: 165,537 shares; 2025Q1: 250,062 shares; 2025Q2: 251,361 shares; 2025Q3: 247,438 shares; 2025Q4: 227,261 shares; 2026Q1: 222,959 shares; 2026Q2: 251,608 shares 251,608 $18.2M 0.19% +28,649 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,706 shares; 2024Q4: 74,752 shares; 2025Q1: 99,646 shares; 2025Q2: 135,738 shares; 2025Q3: 148,329 shares; 2025Q4: 160,680 shares; 2026Q1: 186,919 shares; 2026Q2: 211,679 shares 211,679 $18.1M 0.19% +24,760 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: 52,787 shares; 2024Q4: 65,245 shares; 2025Q1: 52,531 shares; 2025Q2: 55,834 shares; 2025Q3: 77,653 shares; 2025Q4: 164,494 shares; 2026Q1: 123,083 shares; 2026Q2: 93,456 shares 93,456 $17.8M 0.19% -29,627 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,489 shares; 2024Q4: 74,258 shares; 2025Q1: 77,663 shares; 2025Q2: 40,759 shares; 2025Q3: 32,867 shares; 2025Q4: 118,723 shares; 2026Q1: 143,476 shares; 2026Q2: 204,983 shares 204,983 $17.7M 0.19% +61,507 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,014 shares; 2024Q4: 398,245 shares; 2025Q1: 473,884 shares; 2025Q2: 511,962 shares; 2025Q3: 555,904 shares; 2025Q4: 622,156 shares; 2026Q1: 473,643 shares; 2026Q2: 481,156 shares 481,156 $17.6M 0.19% +7,513 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,518 shares; 2024Q4: 13,198 shares; 2025Q1: 13,146 shares; 2025Q2: 209,025 shares; 2025Q3: 204,251 shares; 2025Q4: 202,973 shares; 2026Q1: 192,837 shares; 2026Q2: 189,596 shares 189,596 $17.5M 0.19% -3,241 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: 107,344 shares; 2024Q4: 119,595 shares; 2025Q1: 139,573 shares; 2025Q2: 164,724 shares; 2025Q3: 173,144 shares; 2025Q4: 275,165 shares; 2026Q1: 326,090 shares; 2026Q2: 364,052 shares 364,052 $17.2M 0.18% +37,962 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,777 shares; 2024Q4: 44,921 shares; 2025Q1: 44,432 shares; 2025Q2: 45,659 shares; 2025Q3: 44,899 shares; 2025Q4: 43,101 shares; 2026Q1: 45,603 shares; 2026Q2: 45,325 shares 45,325 $16.8M 0.18% -278 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: 261,868 shares; 2024Q4: 226,206 shares; 2025Q1: 281,113 shares; 2025Q2: 331,079 shares; 2025Q3: 216,552 shares; 2025Q4: 196,100 shares; 2026Q1: 141,535 shares; 2026Q2: 120,060 shares 120,060 $16.8M 0.18% -21,475 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,735 shares; 2024Q4: 55,724 shares; 2025Q1: 50,485 shares; 2025Q2: 49,472 shares; 2025Q3: 49,654 shares; 2025Q4: 49,996 shares; 2026Q1: 52,847 shares; 2026Q2: 54,570 shares 54,570 $16.5M 0.18% +1,723 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,020 shares; 2024Q4: 129,875 shares; 2025Q1: 227,832 shares; 2025Q2: 272,648 shares; 2025Q3: 274,439 shares; 2025Q4: 276,352 shares; 2026Q1: 273,731 shares; 2026Q2: 270,781 shares 270,781 $16.4M 0.17% -2,950 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,270 shares; 2024Q4: 21,316 shares; 2025Q1: 20,870 shares; 2025Q2: 27,470 shares; 2025Q3: 27,881 shares; 2025Q4: 28,969 shares; 2026Q1: 29,562 shares; 2026Q2: 27,933 shares 27,933 $16.1M 0.17% -1,629 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,631 shares; 2024Q4: 157,381 shares; 2025Q1: 160,003 shares; 2025Q2: 239,929 shares; 2025Q3: 263,165 shares; 2025Q4: 154,894 shares; 2026Q1: 154,245 shares; 2026Q2: 268,324 shares 268,324 $16M 0.17% +114,079 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: 52,733 shares; 2024Q4: 53,897 shares; 2025Q1: 60,428 shares; 2025Q2: 60,001 shares; 2025Q3: 59,262 shares; 2025Q4: 58,035 shares; 2026Q1: 59,014 shares; 2026Q2: 59,064 shares 59,064 $16M 0.17% +50 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,003 shares; 2024Q4: 100,381 shares; 2025Q1: 124,557 shares; 2025Q2: 146,131 shares; 2025Q3: 171,631 shares; 2025Q4: 229,564 shares; 2026Q1: 269,833 shares; 2026Q2: 312,941 shares 312,941 $15.9M 0.17% +43,108 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: 60,109 shares; 2024Q4: 59,811 shares; 2025Q1: 61,335 shares; 2025Q2: 61,775 shares; 2025Q3: 62,400 shares; 2025Q4: 51,654 shares; 2026Q1: 51,371 shares; 2026Q2: 52,903 shares 52,903 $15.8M 0.17% +1,532 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,601 shares; 2025Q1: 113,319 shares; 2025Q2: 245,964 shares; 2025Q3: 365,726 shares; 2025Q4: 468,247 shares; 2026Q1: 515,958 shares; 2026Q2: 565,124 shares 565,124 $15.7M 0.17% +49,166 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,518 shares; 2025Q3: 723,841 shares; 2025Q4: 220,173 shares; 2026Q1: 218,518 shares; 2026Q2: 218,518 shares 218,518 $15.5M 0.16% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,482 shares; 2025Q2: 97,153 shares; 2025Q3: 98,435 shares; 2025Q4: 92,310 shares; 2026Q1: 234,368 shares; 2026Q2: 240,284 shares 240,284 $15.5M 0.16% +5,916 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: 34,336 shares; 2024Q4: 36,692 shares; 2025Q1: 50,230 shares; 2025Q2: 125,151 shares; 2025Q3: 114,974 shares; 2025Q4: not reported; 2026Q1: 63,880 shares; 2026Q2: 70,917 shares 70,917 $15.4M 0.16% +7,037 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: 442,498 shares; 2024Q4: 448,299 shares; 2025Q1: 449,091 shares; 2025Q2: 445,541 shares; 2025Q3: 443,509 shares; 2025Q4: 401,726 shares; 2026Q1: 425,624 shares; 2026Q2: 417,522 shares 417,522 $15.3M 0.16% -8,102 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: 253,849 shares; 2024Q4: 160,790 shares; 2025Q1: 210,216 shares; 2025Q2: 212,951 shares; 2025Q3: 190,259 shares; 2025Q4: 170,918 shares; 2026Q1: 158,396 shares; 2026Q2: 161,824 shares 161,824 $15.1M 0.16% +3,428 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: 209,516 shares; 2024Q4: 219,881 shares; 2025Q1: 222,995 shares; 2025Q2: 220,994 shares; 2025Q3: 218,672 shares; 2025Q4: 202,292 shares; 2026Q1: 200,408 shares; 2026Q2: 210,032 shares 210,032 $15.1M 0.16% +9,624 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,135 shares; 2024Q4: 193,374 shares; 2025Q1: 234,678 shares; 2025Q2: 220,963 shares; 2025Q3: 248,660 shares; 2025Q4: 252,330 shares; 2026Q1: 288,488 shares; 2026Q2: 300,607 shares 300,607 $14.9M 0.16% +12,119 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,429 shares; 2024Q4: 63,511 shares; 2025Q1: 56,765 shares; 2025Q2: 56,709 shares; 2025Q3: 58,312 shares; 2025Q4: 58,280 shares; 2026Q1: 59,628 shares; 2026Q2: 60,935 shares 60,935 $14.8M 0.16% +1,307 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,117 shares; 2024Q4: 31,687 shares; 2025Q1: 34,026 shares; 2025Q2: 36,058 shares; 2025Q3: 39,410 shares; 2025Q4: 33,279 shares; 2026Q1: 29,597 shares; 2026Q2: 28,896 shares 28,896 $14.7M 0.16% -701 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: 234,211 shares; 2024Q4: 215,220 shares; 2025Q1: 242,509 shares; 2025Q2: 243,706 shares; 2025Q3: 245,797 shares; 2025Q4: 238,617 shares; 2026Q1: 254,090 shares; 2026Q2: 254,808 shares 254,808 $14.7M 0.16% +718 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: 187,011 shares; 2024Q4: 186,632 shares; 2025Q1: 201,928 shares; 2025Q2: 192,913 shares; 2025Q3: 194,061 shares; 2025Q4: 191,154 shares; 2026Q1: 197,025 shares; 2026Q2: 183,078 shares 183,078 $14.3M 0.15% -13,947 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,845 shares; 2024Q4: 71,837 shares; 2025Q1: 72,858 shares; 2025Q2: 74,220 shares; 2025Q3: 91,198 shares; 2025Q4: 92,711 shares; 2026Q1: 103,694 shares; 2026Q2: 104,076 shares 104,076 $14.3M 0.15% +382 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,631 shares; 2024Q4: 81,069 shares; 2025Q1: 94,229 shares; 2025Q2: 182,982 shares; 2025Q3: 189,136 shares; 2025Q4: 202,573 shares; 2026Q1: 278,065 shares; 2026Q2: 290,115 shares 290,115 $14.3M 0.15% +12,050 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: 45,895 shares; 2024Q4: 53,017 shares; 2025Q1: 46,618 shares; 2025Q2: 40,468 shares; 2025Q3: 39,766 shares; 2025Q4: not reported; 2026Q1: 40,277 shares; 2026Q2: 35,930 shares 35,930 $14.3M 0.15% -4,347 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,757 shares; 2024Q4: 128,568 shares; 2025Q1: 126,321 shares; 2025Q2: 124,710 shares; 2025Q3: 123,832 shares; 2025Q4: not reported; 2026Q1: 121,919 shares; 2026Q2: 120,769 shares 120,769 $14.2M 0.15% -1,150 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: 75,776 shares; 2024Q4: 73,732 shares; 2025Q1: 74,689 shares; 2025Q2: 66,372 shares; 2025Q3: 59,771 shares; 2025Q4: 65,381 shares; 2026Q1: 80,032 shares; 2026Q2: 113,049 shares 113,049 $14.1M 0.15% +33,017 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: 30,265 shares; 2024Q4: 29,458 shares; 2025Q1: 30,272 shares; 2025Q2: 31,456 shares; 2025Q3: 30,359 shares; 2025Q4: 29,819 shares; 2026Q1: 28,773 shares; 2026Q2: 27,938 shares 27,938 $14M 0.15% -835 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,539 shares; 2024Q4: 117,522 shares; 2025Q1: 125,586 shares; 2025Q2: 133,952 shares; 2025Q3: 130,221 shares; 2025Q4: 134,364 shares; 2026Q1: 132,117 shares; 2026Q2: 129,764 shares 129,764 $14M 0.15% -2,353 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,745 shares; 2024Q4: 16,774 shares; 2025Q1: 18,143 shares; 2025Q2: 22,117 shares; 2025Q3: 23,714 shares; 2025Q4: 24,792 shares; 2026Q1: 22,477 shares; 2026Q2: 22,129 shares 22,129 $13.8M 0.15% -348 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,638 shares; 2024Q4: 158,586 shares; 2025Q1: 165,008 shares; 2025Q2: 171,231 shares; 2025Q3: 162,592 shares; 2025Q4: 157,574 shares; 2026Q1: 151,244 shares; 2026Q2: 158,432 shares 158,432 $13.7M 0.15% +7,188 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: 72,383 shares; 2024Q4: 93,984 shares; 2025Q1: 123,521 shares; 2025Q2: 81,137 shares; 2025Q3: 81,730 shares; 2025Q4: 87,328 shares; 2026Q1: 74,144 shares; 2026Q2: 86,069 shares 86,069 $13.7M 0.15% +11,925 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,963 shares; 2024Q4: 84,479 shares; 2025Q1: 74,905 shares; 2025Q2: 85,140 shares; 2025Q3: 109,761 shares; 2025Q4: 297,446 shares; 2026Q1: 296,380 shares; 2026Q2: 251,924 shares 251,924 $13.4M 0.14% -44,456 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,107 shares; 2024Q4: 101,706 shares; 2025Q1: 96,593 shares; 2025Q2: 92,958 shares; 2025Q3: 92,360 shares; 2025Q4: 111,621 shares; 2026Q1: 94,362 shares; 2026Q2: 88,144 shares 88,144 $13.4M 0.14% -6,218 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,231 shares; 2024Q4: 70,828 shares; 2025Q1: 70,605 shares; 2025Q2: 66,228 shares; 2025Q3: 63,603 shares; 2025Q4: 62,141 shares; 2026Q1: 61,556 shares; 2026Q2: 64,939 shares 64,939 $13.3M 0.14% +3,383 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,214 shares; 2024Q4: 123,358 shares; 2025Q1: 127,442 shares; 2025Q2: 123,548 shares; 2025Q3: 122,137 shares; 2025Q4: 124,047 shares; 2026Q1: 126,878 shares; 2026Q2: 124,468 shares 124,468 $12.9M 0.14% -2,410 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,114 shares; 2024Q4: 85,572 shares; 2025Q1: 94,757 shares; 2025Q2: 132,598 shares; 2025Q3: 148,333 shares; 2025Q4: 78,669 shares; 2026Q1: 122,998 shares; 2026Q2: 80,952 shares 80,952 $12.8M 0.14% -42,046 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,354 shares; 2024Q4: 33,055 shares; 2025Q1: 24,140 shares; 2025Q2: 22,804 shares; 2025Q3: 22,907 shares; 2025Q4: 25,586 shares; 2026Q1: 36,041 shares; 2026Q2: 24,583 shares 24,583 $12.8M 0.14% -11,458 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: 62,522 shares; 2024Q4: 76,763 shares; 2025Q1: 70,226 shares; 2025Q2: 69,693 shares; 2025Q3: 74,212 shares; 2025Q4: 85,195 shares; 2026Q1: 102,513 shares; 2026Q2: 86,637 shares 86,637 $12.7M 0.14% -15,876 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,614 shares; 2024Q4: 53,784 shares; 2025Q1: 41,478 shares; 2025Q2: 42,477 shares; 2025Q3: 42,602 shares; 2025Q4: not reported; 2026Q1: 42,639 shares; 2026Q2: 35,472 shares 35,472 $12.6M 0.13% -7,167 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,074 shares; 2024Q4: 36,684 shares; 2025Q1: 36,866 shares; 2025Q2: 36,620 shares; 2025Q3: 37,738 shares; 2025Q4: 36,231 shares; 2026Q1: 35,541 shares; 2026Q2: 35,328 shares 35,328 $12.5M 0.13% -213 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: 160,772 shares; 2024Q4: 127,403 shares; 2025Q1: 134,104 shares; 2025Q2: 216,040 shares; 2025Q3: 205,738 shares; 2025Q4: 170,619 shares; 2026Q1: 232,105 shares; 2026Q2: 197,208 shares 197,208 $12.4M 0.13% -34,897 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,333 shares; 2024Q4: 154,264 shares; 2025Q1: 158,085 shares; 2025Q2: 160,498 shares; 2025Q3: 165,092 shares; 2025Q4: not reported; 2026Q1: 132,603 shares; 2026Q2: 130,725 shares 130,725 $12.3M 0.13% -1,878 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: 58,490 shares; 2024Q4: 59,320 shares; 2025Q1: 51,765 shares; 2025Q2: 56,542 shares; 2025Q3: 49,604 shares; 2025Q4: 44,565 shares; 2026Q1: 32,073 shares; 2026Q2: 29,503 shares 29,503 $12.3M 0.13% -2,570 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,608 shares; 2024Q4: 38,886 shares; 2025Q1: 37,777 shares; 2025Q2: 33,605 shares; 2025Q3: 54,683 shares; 2025Q4: 78,771 shares; 2026Q1: 72,203 shares; 2026Q2: 128,158 shares 128,158 $12.1M 0.13% +55,955 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,212 shares; 2024Q4: 123,262 shares; 2025Q1: 133,260 shares; 2025Q2: 179,350 shares; 2025Q3: 181,841 shares; 2025Q4: 191,032 shares; 2026Q1: 214,823 shares; 2026Q2: 228,342 shares 228,342 $12M 0.13% +13,519 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,925 shares; 2024Q4: 104,090 shares; 2025Q1: 94,313 shares; 2025Q2: 94,346 shares; 2025Q3: 88,841 shares; 2025Q4: 91,825 shares; 2026Q1: 87,425 shares; 2026Q2: 84,042 shares 84,042 $12M 0.13% -3,383 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,768 shares; 2024Q4: 57,166 shares; 2025Q1: 62,263 shares; 2025Q2: 68,924 shares; 2025Q3: 79,078 shares; 2025Q4: 115,623 shares; 2026Q1: 89,830 shares; 2026Q2: 111,282 shares 111,282 $12M 0.13% +21,452 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: 123,553 shares; 2024Q4: 119,543 shares; 2025Q1: 83,393 shares; 2025Q2: 91,887 shares; 2025Q3: 65,271 shares; 2025Q4: 77,341 shares; 2026Q1: 57,828 shares; 2026Q2: 57,070 shares 57,070 $11.9M 0.13% -758 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,090 shares; 2024Q4: 16,055 shares; 2025Q1: 20,482 shares; 2025Q2: 21,795 shares; 2025Q3: 21,870 shares; 2025Q4: 19,810 shares; 2026Q1: 18,332 shares; 2026Q2: 12,309 shares 12,309 $11.9M 0.13% -6,023 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,703 shares; 2024Q4: 223,009 shares; 2025Q1: 189,817 shares; 2025Q2: 191,079 shares; 2025Q3: 259,817 shares; 2025Q4: 225,266 shares; 2026Q1: 246,693 shares; 2026Q2: 221,861 shares 221,861 $11.9M 0.13% -24,832 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,283 shares; 2024Q4: 246,029 shares; 2025Q1: 244,152 shares; 2025Q2: 250,861 shares; 2025Q3: 251,573 shares; 2025Q4: 221,815 shares; 2026Q1: 243,252 shares; 2026Q2: 242,986 shares 242,986 $11.8M 0.13% -266 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,747 shares; 2024Q4: 425,313 shares; 2025Q1: 458,117 shares; 2025Q2: 428,379 shares; 2025Q3: 396,724 shares; 2025Q4: 389,131 shares; 2026Q1: 360,659 shares; 2026Q2: 369,132 shares 369,132 $11.8M 0.13% +8,473 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: 25,055 shares; 2024Q4: 18,250 shares; 2025Q1: 18,944 shares; 2025Q2: 18,286 shares; 2025Q3: 24,115 shares; 2025Q4: 26,030 shares; 2026Q1: 24,179 shares; 2026Q2: 22,706 shares 22,706 $11.7M 0.12% -1,473 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,508 shares; 2024Q4: 177,734 shares; 2025Q1: 163,618 shares; 2025Q2: 161,974 shares; 2025Q3: 154,433 shares; 2025Q4: 157,052 shares; 2026Q1: 157,745 shares; 2026Q2: 156,686 shares 156,686 $11.6M 0.12% -1,059 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,077 shares; 2024Q4: 94,713 shares; 2025Q1: 95,442 shares; 2025Q2: 137,749 shares; 2025Q3: 150,426 shares; 2025Q4: 139,808 shares; 2026Q1: 89,220 shares; 2026Q2: 91,614 shares 91,614 $11.6M 0.12% +2,394 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,566 shares; 2024Q4: 41,951 shares; 2025Q1: 49,798 shares; 2025Q2: 34,986 shares; 2025Q3: 48,333 shares; 2025Q4: 52,343 shares; 2026Q1: 46,904 shares; 2026Q2: 62,338 shares 62,338 $11.5M 0.12% +15,434 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: 20,331 shares; 2024Q4: 21,008 shares; 2025Q1: 36,232 shares; 2025Q2: 48,656 shares; 2025Q3: 42,227 shares; 2025Q4: 39,533 shares; 2026Q1: 33,001 shares; 2026Q2: 26,754 shares 26,754 $11.5M 0.12% -6,247 Timeline TOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,467 shares; 2024Q4: 62,763 shares; 2025Q1: 62,216 shares; 2025Q2: 61,825 shares; 2025Q3: 72,520 shares; 2025Q4: 78,205 shares; 2026Q1: 78,529 shares; 2026Q2: 76,787 shares 76,787 $11.5M 0.12% -1,742 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: 21,395 shares; 2024Q4: 21,581 shares; 2025Q1: 23,060 shares; 2025Q2: 22,798 shares; 2025Q3: 22,702 shares; 2025Q4: 22,388 shares; 2026Q1: 21,354 shares; 2026Q2: 21,992 shares 21,992 $11.4M 0.12% +638 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,341 shares; 2026Q2: 330,606 shares 330,606 $11.4M 0.12% +26,265 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: 126,620 shares; 2024Q4: 126,806 shares; 2025Q1: 127,555 shares; 2025Q2: 114,087 shares; 2025Q3: 108,157 shares; 2025Q4: 108,422 shares; 2026Q1: 112,872 shares; 2026Q2: 111,596 shares 111,596 $11.4M 0.12% -1,276 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: 147,376 shares; 2024Q4: 138,066 shares; 2025Q1: 129,517 shares; 2025Q2: 175,522 shares; 2025Q3: 232,565 shares; 2025Q4: 234,842 shares; 2026Q1: 225,210 shares; 2026Q2: 232,766 shares 232,766 $11.2M 0.12% +7,556 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,307 shares; 2024Q4: 20,939 shares; 2025Q1: 22,225 shares; 2025Q2: 22,470 shares; 2025Q3: 24,339 shares; 2025Q4: 23,867 shares; 2026Q1: 24,480 shares; 2026Q2: 24,801 shares 24,801 $11.1M 0.12% +321 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,177 shares; 2024Q4: 51,262 shares; 2025Q1: 47,576 shares; 2025Q2: 44,928 shares; 2025Q3: 40,859 shares; 2025Q4: 45,839 shares; 2026Q1: 47,214 shares; 2026Q2: 42,419 shares 42,419 $11M 0.12% -4,795 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,565 shares; 2024Q4: 39,199 shares; 2025Q1: 37,967 shares; 2025Q2: 32,597 shares; 2025Q3: 32,567 shares; 2025Q4: 32,323 shares; 2026Q1: 32,300 shares; 2026Q2: 31,980 shares 31,980 $11M 0.12% -320 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,994 shares; 2024Q4: 73,523 shares; 2025Q1: 72,977 shares; 2025Q2: 99,242 shares; 2025Q3: 76,010 shares; 2025Q4: 83,257 shares; 2026Q1: 87,690 shares; 2026Q2: 93,205 shares 93,205 $11M 0.12% +5,515 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,395 shares; 2024Q4: 82,494 shares; 2025Q1: 75,885 shares; 2025Q2: 74,922 shares; 2025Q3: 77,344 shares; 2025Q4: 90,008 shares; 2026Q1: 93,368 shares; 2026Q2: 196,066 shares 196,066 $11M 0.12% +102,698 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,319 shares; 2024Q4: 38,158 shares; 2025Q1: 39,767 shares; 2025Q2: 40,508 shares; 2025Q3: 40,401 shares; 2025Q4: not reported; 2026Q1: 47,956 shares; 2026Q2: 48,513 shares 48,513 $10.9M 0.12% +557 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 385,552 shares; 2025Q1: 415,230 shares; 2025Q2: 412,220 shares; 2025Q3: 327,531 shares; 2025Q4: 320,270 shares; 2026Q1: 381,752 shares; 2026Q2: 370,328 shares 370,328 $10.9M 0.12% -11,424 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,921 shares; 2024Q4: 187,181 shares; 2025Q1: 259,970 shares; 2025Q2: 283,646 shares; 2025Q3: 210,389 shares; 2025Q4: 270,118 shares; 2026Q1: 287,468 shares; 2026Q2: 274,133 shares 274,133 $10.7M 0.11% -13,335 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,154 shares; 2025Q3: 10,167 shares; 2025Q4: 19,413 shares; 2026Q1: 19,373 shares; 2026Q2: 38,516 shares 38,516 $10.6M 0.11% +19,143 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: 1,182,235 shares; 2024Q4: 1,242,755 shares; 2025Q1: 801,362 shares; 2025Q2: 872,305 shares; 2025Q3: 762,849 shares; 2025Q4: 660,338 shares; 2026Q1: 523,756 shares; 2026Q2: 513,064 shares 513,064 $10.6M 0.11% -10,692 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: 85,314 shares; 2024Q4: 82,469 shares; 2025Q1: 86,388 shares; 2025Q2: 88,312 shares; 2025Q3: 85,887 shares; 2025Q4: 71,754 shares; 2026Q1: 62,836 shares; 2026Q2: 58,686 shares 58,686 $10.6M 0.11% -4,150 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,391 shares; 2024Q4: 2,253 shares; 2025Q1: 2,603 shares; 2025Q2: 11,072 shares; 2025Q3: 10,907 shares; 2025Q4: 11,276 shares; 2026Q1: 23,292 shares; 2026Q2: 23,257 shares 23,257 $10.5M 0.11% -35 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: 149,658 shares; 2024Q4: 147,978 shares; 2025Q1: 150,236 shares; 2025Q2: 152,473 shares; 2025Q3: 153,007 shares; 2025Q4: 137,265 shares; 2026Q1: 130,037 shares; 2026Q2: 129,228 shares 129,228 $10.5M 0.11% -809 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,581 shares; 2024Q4: 86,479 shares; 2025Q1: 137,235 shares; 2025Q2: 128,943 shares; 2025Q3: 124,751 shares; 2025Q4: 205,796 shares; 2026Q1: 226,469 shares; 2026Q2: 224,970 shares 224,970 $10.5M 0.11% -1,499 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: 39,985 shares; 2024Q4: 38,305 shares; 2025Q1: 39,342 shares; 2025Q2: 40,443 shares; 2025Q3: 39,905 shares; 2025Q4: 37,842 shares; 2026Q1: 37,771 shares; 2026Q2: 38,071 shares 38,071 $10.4M 0.11% +300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,434 shares; 2024Q4: 222,661 shares; 2025Q1: 209,584 shares; 2025Q2: 212,710 shares; 2025Q3: 209,297 shares; 2025Q4: 202,736 shares; 2026Q1: 211,988 shares; 2026Q2: 215,995 shares 215,995 $10.3M 0.11% +4,007 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,829 shares; 2024Q4: 158,767 shares; 2025Q1: 169,354 shares; 2025Q2: 179,762 shares; 2025Q3: 201,215 shares; 2025Q4: 190,763 shares; 2026Q1: 222,880 shares; 2026Q2: 237,709 shares 237,709 $10.3M 0.11% +14,829 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,313 shares; 2024Q4: 25,669 shares; 2025Q1: 26,419 shares; 2025Q2: 29,476 shares; 2025Q3: 34,490 shares; 2025Q4: 37,410 shares; 2026Q1: 43,151 shares; 2026Q2: 44,602 shares 44,602 $10.1M 0.11% +1,451 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,387 shares; 2024Q4: 80,126 shares; 2025Q1: 43,416 shares; 2025Q2: 71,381 shares; 2025Q3: 130,754 shares; 2025Q4: 152,377 shares; 2026Q1: 159,821 shares; 2026Q2: 189,948 shares 189,948 $10.1M 0.11% +30,127 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,634 shares; 2026Q1: not reported; 2026Q2: 40,457 shares 40,457 $10.1M 0.11% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297,909 shares; 2025Q4: 333,444 shares; 2026Q1: 337,543 shares; 2026Q2: 342,933 shares 342,933 $10.1M 0.11% +5,390 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: 28,125 shares; 2024Q4: 27,617 shares; 2025Q1: 28,852 shares; 2025Q2: 31,563 shares; 2025Q3: 28,335 shares; 2025Q4: 24,813 shares; 2026Q1: 15,283 shares; 2026Q2: 15,852 shares 15,852 $10.1M 0.11% +569 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,068 shares; 2024Q4: 75,852 shares; 2025Q1: 69,516 shares; 2025Q2: 66,776 shares; 2025Q3: 61,926 shares; 2025Q4: 52,789 shares; 2026Q1: 57,077 shares; 2026Q2: 63,124 shares 63,124 $9.99M 0.11% +6,047 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,030 shares; 2024Q4: 60,423 shares; 2025Q1: 60,906 shares; 2025Q2: 64,493 shares; 2025Q3: 70,375 shares; 2025Q4: 44,054 shares; 2026Q1: 41,398 shares; 2026Q2: 42,068 shares 42,068 $9.95M 0.11% +670 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,828 shares; 2025Q4: 136,653 shares; 2026Q1: 173,813 shares; 2026Q2: 203,293 shares 203,293 $9.95M 0.11% +29,480 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,461 shares; 2024Q4: 3,472 shares; 2025Q1: 3,373 shares; 2025Q2: 3,350 shares; 2025Q3: 3,307 shares; 2025Q4: not reported; 2026Q1: 3,025 shares; 2026Q2: 3,098 shares 3,098 $9.9M 0.11% +73 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,462 shares; 2024Q4: 54,264 shares; 2025Q1: 55,244 shares; 2025Q2: 57,041 shares; 2025Q3: 61,654 shares; 2025Q4: 62,740 shares; 2026Q1: 64,817 shares; 2026Q2: 64,966 shares 64,966 $9.89M 0.11% +149 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,983 shares; 2024Q4: 33,421 shares; 2025Q1: 33,215 shares; 2025Q2: 39,141 shares; 2025Q3: 38,157 shares; 2025Q4: 37,787 shares; 2026Q1: 37,310 shares; 2026Q2: 39,994 shares 39,994 $9.85M 0.11% +2,684 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,872 shares; 2024Q4: 58,920 shares; 2025Q1: 62,352 shares; 2025Q2: 55,739 shares; 2025Q3: 60,978 shares; 2025Q4: 56,091 shares; 2026Q1: 58,204 shares; 2026Q2: 55,926 shares 55,926 $9.81M 0.1% -2,278 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,829 shares; 2024Q4: 12,683 shares; 2025Q1: 12,667 shares; 2025Q2: 12,714 shares; 2025Q3: 12,596 shares; 2025Q4: 12,623 shares; 2026Q1: 12,312 shares; 2026Q2: 12,290 shares 12,290 $9.77M 0.1% -22 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,172 shares; 2025Q1: 12,990 shares; 2025Q2: 16,549 shares; 2025Q3: 16,219 shares; 2025Q4: 16,515 shares; 2026Q1: 37,707 shares; 2026Q2: 62,133 shares 62,133 $9.75M 0.1% +24,426 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,938 shares; 2024Q4: 37,135 shares; 2025Q1: 44,700 shares; 2025Q2: 36,173 shares; 2025Q3: 23,783 shares; 2025Q4: 35,380 shares; 2026Q1: 34,002 shares; 2026Q2: 32,191 shares 32,191 $9.67M 0.1% -1,811 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: 99,996 shares; 2024Q4: 100,669 shares; 2025Q1: 105,363 shares; 2025Q2: 104,253 shares; 2025Q3: 101,799 shares; 2025Q4: not reported; 2026Q1: 109,247 shares; 2026Q2: 105,027 shares 105,027 $9.53M 0.1% -4,220 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,901 shares; 2024Q4: 254,648 shares; 2025Q1: 250,367 shares; 2025Q2: 237,626 shares; 2025Q3: 249,885 shares; 2025Q4: 189,209 shares; 2026Q1: 184,465 shares; 2026Q2: 177,544 shares 177,544 $9.52M 0.1% -6,921 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,598 shares; 2024Q4: 4,598 shares; 2025Q1: 9,067 shares; 2025Q2: 11,738 shares; 2025Q3: 13,654 shares; 2025Q4: 13,682 shares; 2026Q1: 13,186 shares; 2026Q2: 187,205 shares 187,205 $9.49M 0.1% +174,019 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,265 shares; 2024Q4: 54,301 shares; 2025Q1: 74,814 shares; 2025Q2: 74,263 shares; 2025Q3: 85,857 shares; 2025Q4: 63,365 shares; 2026Q1: 49,663 shares; 2026Q2: 56,275 shares 56,275 $9.44M 0.1% +6,612 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,069 shares; 2024Q4: 49,892 shares; 2025Q1: 46,034 shares; 2025Q2: 41,207 shares; 2025Q3: 31,810 shares; 2025Q4: 28,749 shares; 2026Q1: 26,890 shares; 2026Q2: 35,289 shares 35,289 $9.42M 0.1% +8,399 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: 54,060 shares; 2024Q4: 54,305 shares; 2025Q1: 54,909 shares; 2025Q2: 54,568 shares; 2025Q3: 55,777 shares; 2025Q4: not reported; 2026Q1: 55,906 shares; 2026Q2: 53,309 shares 53,309 $9.4M 0.1% -2,597 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,602 shares; 2024Q4: 67,385 shares; 2025Q1: 100,718 shares; 2025Q2: 102,815 shares; 2025Q3: 95,581 shares; 2025Q4: 81,808 shares; 2026Q1: 91,429 shares; 2026Q2: 93,407 shares 93,407 $9.36M 0.1% +1,978 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: 25,120 shares; 2024Q4: 22,974 shares; 2025Q1: 25,096 shares; 2025Q2: 46,263 shares; 2025Q3: 45,983 shares; 2025Q4: 45,059 shares; 2026Q1: 44,908 shares; 2026Q2: 48,826 shares 48,826 $9.3M 0.1% +3,918 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,808 shares; 2024Q4: 199,811 shares; 2025Q1: 194,872 shares; 2025Q2: 194,047 shares; 2025Q3: 191,610 shares; 2025Q4: 172,128 shares; 2026Q1: 180,703 shares; 2026Q2: 174,464 shares 174,464 $9.23M 0.1% -6,239 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,412 shares; 2024Q4: 327,869 shares; 2025Q1: 289,913 shares; 2025Q2: 282,639 shares; 2025Q3: 196,238 shares; 2025Q4: 193,458 shares; 2026Q1: 191,081 shares; 2026Q2: 218,691 shares 218,691 $9.21M 0.1% +27,610 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,002 shares; 2024Q4: 40,599 shares; 2025Q1: 38,867 shares; 2025Q2: 37,141 shares; 2025Q3: 36,516 shares; 2025Q4: 36,961 shares; 2026Q1: 39,227 shares; 2026Q2: 37,982 shares 37,982 $9.21M 0.1% -1,245 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,103 shares; 2024Q4: 114,941 shares; 2025Q1: 128,915 shares; 2025Q2: 135,248 shares; 2025Q3: 155,971 shares; 2025Q4: 163,199 shares; 2026Q1: 176,563 shares; 2026Q2: 195,359 shares 195,359 $9.17M 0.1% +18,796 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,898 shares; 2024Q4: 266,040 shares; 2025Q1: 265,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345,312 shares 345,312 $9.06M 0.1% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,822 shares 40,822 $9.02M 0.1% new 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: 13,985 shares; 2025Q1: 10,507 shares; 2025Q2: 10,462 shares; 2025Q3: 10,399 shares; 2025Q4: 10,496 shares; 2026Q1: 10,006 shares; 2026Q2: 9,356 shares 9,356 $9M 0.1% -650 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,446 shares; 2024Q4: 59,842 shares; 2025Q1: 99,053 shares; 2025Q2: 141,047 shares; 2025Q3: 141,207 shares; 2025Q4: 146,803 shares; 2026Q1: 149,373 shares; 2026Q2: 169,163 shares 169,163 $8.99M 0.1% +19,790 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,010 shares; 2024Q4: 66,757 shares; 2025Q1: 85,180 shares; 2025Q2: 171,543 shares; 2025Q3: 268,239 shares; 2025Q4: 350,006 shares; 2026Q1: 333,660 shares; 2026Q2: 520,368 shares 520,368 $8.99M 0.1% +186,708 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,529 shares 52,529 $8.98M 0.1% new 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: 40,007 shares 40,007 $8.96M 0.1% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,112 shares; 2024Q4: 156,628 shares; 2025Q1: 159,321 shares; 2025Q2: 158,415 shares; 2025Q3: 118,121 shares; 2025Q4: 126,565 shares; 2026Q1: 128,806 shares; 2026Q2: 127,321 shares 127,321 $8.9M 0.1% -1,485 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: 331,350 shares; 2024Q4: 382,246 shares; 2025Q1: 397,694 shares; 2025Q2: 393,615 shares; 2025Q3: 405,110 shares; 2025Q4: 421,141 shares; 2026Q1: 469,301 shares; 2026Q2: 472,826 shares 472,826 $8.76M 0.09% +3,525 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: 83,305 shares; 2024Q4: 85,619 shares; 2025Q1: 91,437 shares; 2025Q2: 91,339 shares; 2025Q3: 86,407 shares; 2025Q4: 90,263 shares; 2026Q1: 91,223 shares; 2026Q2: 91,582 shares 91,582 $8.74M 0.09% +359 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: 143,024 shares; 2024Q4: 128,893 shares; 2025Q1: 116,793 shares; 2025Q2: 108,766 shares; 2025Q3: 104,324 shares; 2025Q4: 97,921 shares; 2026Q1: 92,310 shares; 2026Q2: 89,844 shares 89,844 $8.65M 0.09% -2,466 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,968 shares; 2024Q4: 94,975 shares; 2025Q1: 83,706 shares; 2025Q2: 85,566 shares; 2025Q3: 74,340 shares; 2025Q4: 61,634 shares; 2026Q1: 60,390 shares; 2026Q2: 59,085 shares 59,085 $8.63M 0.09% -1,305 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: 26,123 shares; 2025Q1: 88,076 shares; 2025Q2: 127,019 shares; 2025Q3: 139,246 shares; 2025Q4: 132,249 shares; 2026Q1: 69,494 shares; 2026Q2: 86,060 shares 86,060 $8.63M 0.09% +16,566 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,282 shares; 2024Q4: 97,291 shares; 2025Q1: 114,626 shares; 2025Q2: 107,057 shares; 2025Q3: 129,241 shares; 2025Q4: 71,315 shares; 2026Q1: 145,712 shares; 2026Q2: 125,345 shares 125,345 $8.57M 0.09% -20,367 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: 5,766 shares; 2024Q4: 6,051 shares; 2025Q1: 7,342 shares; 2025Q2: 7,900 shares; 2025Q3: 10,620 shares; 2025Q4: 34,750 shares; 2026Q1: 64,427 shares; 2026Q2: 84,519 shares 84,519 $8.39M 0.09% +20,092 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,000 shares; 2024Q4: 93,114 shares; 2025Q1: 94,346 shares; 2025Q2: 92,741 shares; 2025Q3: 91,182 shares; 2025Q4: 104,946 shares; 2026Q1: 127,585 shares; 2026Q2: 116,275 shares 116,275 $8.36M 0.09% -11,310 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,334 shares; 2024Q4: 98,769 shares; 2025Q1: 117,272 shares; 2025Q2: 100,157 shares; 2025Q3: 101,186 shares; 2025Q4: 101,512 shares; 2026Q1: 101,585 shares; 2026Q2: 102,451 shares 102,451 $8.31M 0.09% +866 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,011 shares; 2024Q4: 100,770 shares; 2025Q1: 100,639 shares; 2025Q2: 98,414 shares; 2025Q3: 91,497 shares; 2025Q4: 81,762 shares; 2026Q1: 89,062 shares; 2026Q2: 82,059 shares 82,059 $8.29M 0.09% -7,003 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,293 shares; 2024Q4: 23,511 shares; 2025Q1: 35,943 shares; 2025Q2: 42,405 shares; 2025Q3: 43,579 shares; 2025Q4: 37,914 shares; 2026Q1: 41,400 shares; 2026Q2: 43,174 shares 43,174 $8.28M 0.09% +1,774 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,389 shares; 2024Q4: 44,523 shares; 2025Q1: 37,691 shares; 2025Q2: 37,763 shares; 2025Q3: 37,769 shares; 2025Q4: 37,834 shares; 2026Q1: 38,731 shares; 2026Q2: 39,020 shares 39,020 $8.27M 0.09% +289 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,382 shares; 2024Q4: 70,368 shares; 2025Q1: 145,798 shares; 2025Q2: 186,330 shares; 2025Q3: 204,306 shares; 2025Q4: 188,072 shares; 2026Q1: 153,832 shares; 2026Q2: 163,633 shares 163,633 $8.26M 0.09% +9,801 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,297 shares; 2024Q4: 278,078 shares; 2025Q1: 264,074 shares; 2025Q2: 253,764 shares; 2025Q3: 200,775 shares; 2025Q4: 206,430 shares; 2026Q1: 161,541 shares; 2026Q2: 164,331 shares 164,331 $8.21M 0.09% +2,790 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,256 shares; 2024Q4: 21,207 shares; 2025Q1: 22,425 shares; 2025Q2: 22,033 shares; 2025Q3: 21,401 shares; 2025Q4: 23,970 shares; 2026Q1: 24,362 shares; 2026Q2: 26,062 shares 26,062 $8.21M 0.09% +1,700 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,274 shares; 2024Q4: 18,951 shares; 2025Q1: 28,493 shares; 2025Q2: 16,965 shares; 2025Q3: 16,515 shares; 2025Q4: 15,147 shares; 2026Q1: 13,268 shares; 2026Q2: 12,465 shares 12,465 $8.18M 0.09% -803 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134 shares; 2024Q4: 1,157 shares; 2025Q1: 1,222 shares; 2025Q2: 7,749 shares; 2025Q3: 7,795 shares; 2025Q4: 8,424 shares; 2026Q1: 11,302 shares; 2026Q2: 27,584 shares 27,584 $8.17M 0.09% +16,282 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: 3,400 shares; 2024Q4: 9,232 shares; 2025Q1: 7,604 shares; 2025Q2: 71,260 shares; 2025Q3: 70,892 shares; 2025Q4: 69,890 shares; 2026Q1: 68,213 shares; 2026Q2: 68,386 shares 68,386 $8.14M 0.09% +173 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,692 shares; 2024Q4: 25,635 shares; 2025Q1: 27,893 shares; 2025Q2: 27,893 shares; 2025Q3: not reported; 2025Q4: 130,652 shares; 2026Q1: 347,634 shares; 2026Q2: 986,130 shares 986,130 $8.13M 0.09% +638,496 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: 44,617 shares; 2024Q4: 44,164 shares; 2025Q1: 57,022 shares; 2025Q2: 51,907 shares; 2025Q3: 58,338 shares; 2025Q4: not reported; 2026Q1: 58,907 shares; 2026Q2: 59,170 shares 59,170 $8.1M 0.09% +263 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,418 shares; 2024Q4: 74,249 shares; 2025Q1: 31,097 shares; 2025Q2: 38,755 shares; 2025Q3: 18,124 shares; 2025Q4: not reported; 2026Q1: 41,227 shares; 2026Q2: 26,724 shares 26,724 $8.09M 0.09% -14,503 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,289 shares; 2024Q4: 18,941 shares; 2025Q1: 19,388 shares; 2025Q2: 40,398 shares; 2025Q3: 41,023 shares; 2025Q4: 40,591 shares; 2026Q1: 42,079 shares; 2026Q2: 47,800 shares 47,800 $8.06M 0.09% +5,721 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,004 shares; 2024Q4: 39,683 shares; 2025Q1: 40,357 shares; 2025Q2: 43,846 shares; 2025Q3: 45,313 shares; 2025Q4: 49,177 shares; 2026Q1: 50,495 shares; 2026Q2: 51,477 shares 51,477 $8.05M 0.09% +982 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,017 shares; 2024Q4: 147,743 shares; 2025Q1: 143,860 shares; 2025Q2: 143,796 shares; 2025Q3: 150,054 shares; 2025Q4: 157,398 shares; 2026Q1: 158,559 shares; 2026Q2: 151,346 shares 151,346 $7.93M 0.08% -7,213 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,410 shares; 2024Q4: 396,814 shares; 2025Q1: 408,785 shares; 2025Q2: 389,526 shares; 2025Q3: 401,390 shares; 2025Q4: not reported; 2026Q1: 435,544 shares; 2026Q2: 442,504 shares 442,504 $7.91M 0.08% +6,960 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,758 shares; 2024Q4: 9,325 shares; 2025Q1: 9,558 shares; 2025Q2: 5,403 shares; 2025Q3: 9,069 shares; 2025Q4: 6,570 shares; 2026Q1: 12,145 shares; 2026Q2: 12,384 shares 12,384 $7.91M 0.08% +239 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: 91,410 shares; 2024Q4: 96,301 shares; 2025Q1: 105,170 shares; 2025Q2: 110,495 shares; 2025Q3: 116,625 shares; 2025Q4: 118,472 shares; 2026Q1: 117,118 shares; 2026Q2: 127,132 shares 127,132 $7.88M 0.08% +10,014 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,594 shares; 2024Q4: 88,557 shares; 2025Q1: 87,886 shares; 2025Q2: 87,639 shares; 2025Q3: 73,039 shares; 2025Q4: 79,594 shares; 2026Q1: 80,219 shares; 2026Q2: 79,975 shares 79,975 $7.86M 0.08% -244 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,249 shares; 2024Q4: 27,561 shares; 2025Q1: 27,672 shares; 2025Q2: 24,324 shares; 2025Q3: 24,580 shares; 2025Q4: not reported; 2026Q1: 26,773 shares; 2026Q2: 26,775 shares 26,775 $7.85M 0.08% +2 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,676 shares; 2024Q4: 266,849 shares; 2025Q1: 262,970 shares; 2025Q2: 254,903 shares; 2025Q3: 249,134 shares; 2025Q4: 253,170 shares; 2026Q1: 255,901 shares; 2026Q2: 259,432 shares 259,432 $7.83M 0.08% +3,531 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,143 shares; 2024Q4: 30,069 shares; 2025Q1: 43,707 shares; 2025Q2: 36,688 shares; 2025Q3: 36,772 shares; 2025Q4: 37,272 shares; 2026Q1: 107,973 shares; 2026Q2: 86,047 shares 86,047 $7.8M 0.08% -21,926 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,918 shares; 2024Q4: 46,495 shares; 2025Q1: 51,137 shares; 2025Q2: 49,917 shares; 2025Q3: 47,820 shares; 2025Q4: 34,024 shares; 2026Q1: 36,553 shares; 2026Q2: 36,612 shares 36,612 $7.79M 0.08% +59 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,980 shares; 2025Q1: 6,906 shares; 2025Q2: 17,091 shares; 2025Q3: 19,633 shares; 2025Q4: 25,107 shares; 2026Q1: 56,329 shares; 2026Q2: 60,658 shares 60,658 $7.75M 0.08% +4,329 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,567 shares; 2024Q4: 158,946 shares; 2025Q1: 166,514 shares; 2025Q2: 175,426 shares; 2025Q3: 183,622 shares; 2025Q4: 186,176 shares; 2026Q1: 233,441 shares; 2026Q2: 257,568 shares 257,568 $7.73M 0.08% +24,127 Timeline FTXL 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: 66,113 shares; 2024Q4: 46,506 shares; 2025Q1: 3,259 shares; 2025Q2: 10,946 shares; 2025Q3: 11,238 shares; 2025Q4: 44,920 shares; 2026Q1: 35,680 shares; 2026Q2: 27,096 shares 27,096 $7.72M 0.08% -8,584 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,975 shares; 2024Q4: 36,045 shares; 2025Q1: 36,291 shares; 2025Q2: 34,836 shares; 2025Q3: 35,289 shares; 2025Q4: 34,847 shares; 2026Q1: 34,647 shares; 2026Q2: 34,892 shares 34,892 $7.71M 0.08% +245 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,119 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 19,731 shares; 2025Q4: 19,731 shares; 2026Q1: 20,944 shares; 2026Q2: 20,311 shares 20,311 $7.65M 0.08% -633 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,775 shares; 2024Q4: 167,007 shares; 2025Q1: 162,388 shares; 2025Q2: 162,628 shares; 2025Q3: 163,559 shares; 2025Q4: 156,555 shares; 2026Q1: 156,810 shares; 2026Q2: 158,257 shares 158,257 $7.62M 0.08% +1,447 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: 100,308 shares; 2024Q4: 91,477 shares; 2025Q1: 89,771 shares; 2025Q2: 86,899 shares; 2025Q3: 84,837 shares; 2025Q4: 85,631 shares; 2026Q1: 83,674 shares; 2026Q2: 82,536 shares 82,536 $7.62M 0.08% -1,138 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: 18,345 shares; 2024Q4: 17,785 shares; 2025Q1: 20,223 shares; 2025Q2: 21,947 shares; 2025Q3: 21,507 shares; 2025Q4: 19,630 shares; 2026Q1: 22,621 shares; 2026Q2: 19,018 shares 19,018 $7.56M 0.08% -3,603 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,941 shares; 2024Q4: 521,841 shares; 2025Q1: 528,391 shares; 2025Q2: 524,171 shares; 2025Q3: 514,396 shares; 2025Q4: 415,114 shares; 2026Q1: 406,854 shares; 2026Q2: 405,264 shares 405,264 $7.55M 0.08% -1,590 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,754 shares; 2024Q4: 110,152 shares; 2025Q1: 109,970 shares; 2025Q2: 116,024 shares; 2025Q3: 131,054 shares; 2025Q4: 166,973 shares; 2026Q1: 267,598 shares; 2026Q2: 265,227 shares 265,227 $7.48M 0.08% -2,371 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,397 shares; 2024Q4: 36,212 shares; 2025Q1: 93,019 shares; 2025Q2: 111,442 shares; 2025Q3: 109,895 shares; 2025Q4: 127,060 shares; 2026Q1: 162,105 shares; 2026Q2: 183,508 shares 183,508 $7.45M 0.08% +21,403 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,871 shares; 2024Q4: 16,434 shares; 2025Q1: 16,277 shares; 2025Q2: 16,100 shares; 2025Q3: 15,269 shares; 2025Q4: 15,040 shares; 2026Q1: 14,837 shares; 2026Q2: 13,874 shares 13,874 $7.41M 0.08% -963 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,893 shares; 2024Q4: 63,424 shares; 2025Q1: 78,002 shares; 2025Q2: 117,370 shares; 2025Q3: 111,640 shares; 2025Q4: 116,566 shares; 2026Q1: 113,472 shares; 2026Q2: 110,752 shares 110,752 $7.36M 0.08% -2,720 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,397 shares; 2024Q4: 30,318 shares; 2025Q1: 31,411 shares; 2025Q2: 29,226 shares; 2025Q3: 30,226 shares; 2025Q4: 30,629 shares; 2026Q1: 27,909 shares; 2026Q2: 25,301 shares 25,301 $7.35M 0.08% -2,608 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: 234,940 shares; 2024Q4: 225,409 shares; 2025Q1: 238,421 shares; 2025Q2: 231,985 shares; 2025Q3: 230,799 shares; 2025Q4: not reported; 2026Q1: 249,233 shares; 2026Q2: 198,915 shares 198,915 $7.35M 0.08% -50,318 Timeline EMLC 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: 121,739 shares; 2024Q4: 126,116 shares; 2025Q1: 126,368 shares; 2025Q2: 144,899 shares; 2025Q3: 243,517 shares; 2025Q4: 243,373 shares; 2026Q1: 286,893 shares; 2026Q2: 286,314 shares 286,314 $7.32M 0.08% -579 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: 2,902 shares; 2024Q4: 4,233 shares; 2025Q1: 7,931 shares; 2025Q2: 7,238 shares; 2025Q3: 7,005 shares; 2025Q4: 6,839 shares; 2026Q1: 6,667 shares; 2026Q2: 5,265 shares 5,265 $7.28M 0.08% -1,402 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,106 shares; 2024Q4: 135,290 shares; 2025Q1: 138,276 shares; 2025Q2: 142,500 shares; 2025Q3: 169,030 shares; 2025Q4: 111,728 shares; 2026Q1: 148,832 shares; 2026Q2: 145,770 shares 145,770 $7.26M 0.08% -3,062 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: 961,030 shares; 2024Q4: 999,694 shares; 2025Q1: 924,152 shares; 2025Q2: 600,289 shares; 2025Q3: 947,832 shares; 2025Q4: 475,693 shares; 2026Q1: 427,344 shares; 2026Q2: 378,328 shares 378,328 $7.23M 0.08% -49,016 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,960 shares; 2024Q4: 46,954 shares; 2025Q1: 75,032 shares; 2025Q2: 60,041 shares; 2025Q3: 55,293 shares; 2025Q4: 83,692 shares; 2026Q1: 81,129 shares; 2026Q2: 83,184 shares 83,184 $7.23M 0.08% +2,055 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,076 shares; 2024Q4: 36,293 shares; 2025Q1: 41,138 shares; 2025Q2: 42,749 shares; 2025Q3: 41,541 shares; 2025Q4: not reported; 2026Q1: 43,386 shares; 2026Q2: 46,288 shares 46,288 $7.11M 0.08% +2,902 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,675 shares; 2024Q4: 110,504 shares; 2025Q1: 114,891 shares; 2025Q2: 98,743 shares; 2025Q3: 124,247 shares; 2025Q4: 123,253 shares; 2026Q1: 85,469 shares; 2026Q2: 78,949 shares 78,949 $7.09M 0.08% -6,520 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,331 shares; 2024Q4: 103,776 shares; 2025Q1: 106,415 shares; 2025Q2: 120,109 shares; 2025Q3: 145,871 shares; 2025Q4: 111,456 shares; 2026Q1: 110,926 shares; 2026Q2: 85,704 shares 85,704 $7.08M 0.08% -25,222 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,989 shares; 2024Q4: 92,335 shares; 2025Q1: 106,141 shares; 2025Q2: 86,461 shares; 2025Q3: 84,274 shares; 2025Q4: 81,079 shares; 2026Q1: 81,013 shares; 2026Q2: 81,312 shares 81,312 $7.03M 0.08% +299 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 117,150 shares; 2025Q1: 491,378 shares; 2025Q2: 449,197 shares; 2025Q3: 299,339 shares; 2025Q4: 442,090 shares; 2026Q1: 412,509 shares; 2026Q2: 504,746 shares 504,746 $7M 0.07% +92,237 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,099 shares; 2024Q4: 46,995 shares; 2025Q1: 50,570 shares; 2025Q2: 52,348 shares; 2025Q3: 63,019 shares; 2025Q4: 65,481 shares; 2026Q1: 70,222 shares; 2026Q2: 71,045 shares 71,045 $6.98M 0.07% +823 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,647 shares; 2024Q4: 129,847 shares; 2025Q1: 140,696 shares; 2025Q2: 147,207 shares; 2025Q3: 140,565 shares; 2025Q4: 140,862 shares; 2026Q1: 137,351 shares; 2026Q2: 136,011 shares 136,011 $6.94M 0.07% -1,340 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: 21,756 shares; 2024Q4: 22,178 shares; 2025Q1: 23,199 shares; 2025Q2: 22,375 shares; 2025Q3: 23,243 shares; 2025Q4: 20,516 shares; 2026Q1: 20,667 shares; 2026Q2: 20,339 shares 20,339 $6.93M 0.07% -328 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,011 shares; 2024Q4: 34,307 shares; 2025Q1: 38,937 shares; 2025Q2: 41,575 shares; 2025Q3: 47,989 shares; 2025Q4: not reported; 2026Q1: 52,389 shares; 2026Q2: 55,490 shares 55,490 $6.92M 0.07% +3,101 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,221 shares; 2024Q4: 55,278 shares; 2025Q1: 61,098 shares; 2025Q2: 54,083 shares; 2025Q3: 58,796 shares; 2025Q4: 183,448 shares; 2026Q1: 72,550 shares; 2026Q2: 93,987 shares 93,987 $6.9M 0.07% +21,437 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,887 shares; 2024Q4: 40,668 shares; 2025Q1: 42,463 shares; 2025Q2: 42,249 shares; 2025Q3: 42,175 shares; 2025Q4: 42,654 shares; 2026Q1: 39,733 shares; 2026Q2: 38,891 shares 38,891 $6.84M 0.07% -842 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,277 shares; 2024Q4: 12,926 shares; 2025Q1: 12,857 shares; 2025Q2: 12,709 shares; 2025Q3: 13,101 shares; 2025Q4: 13,704 shares; 2026Q1: 14,464 shares; 2026Q2: 14,521 shares 14,521 $6.76M 0.07% +57 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,296 shares; 2024Q4: 19,566 shares; 2025Q1: 19,395 shares; 2025Q2: 19,274 shares; 2025Q3: 20,208 shares; 2025Q4: 20,255 shares; 2026Q1: 19,970 shares; 2026Q2: 19,655 shares 19,655 $6.76M 0.07% -315 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,808 shares; 2024Q4: 36,660 shares; 2025Q1: 40,219 shares; 2025Q2: 100,598 shares; 2025Q3: 100,532 shares; 2025Q4: 102,526 shares; 2026Q1: 125,057 shares; 2026Q2: 131,984 shares 131,984 $6.75M 0.07% +6,927 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: 7 shares; 2024Q4: 9 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 9 shares 9 $6.74M 0.07% -2 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: 14,302 shares; 2024Q4: 14,633 shares; 2025Q1: 21,600 shares; 2025Q2: 39,238 shares; 2025Q3: 39,103 shares; 2025Q4: 45,139 shares; 2026Q1: 51,188 shares; 2026Q2: 60,808 shares 60,808 $6.71M 0.07% +9,620 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,048 shares; 2024Q4: 7,767 shares; 2025Q1: 7,443 shares; 2025Q2: 6,236 shares; 2025Q3: 6,305 shares; 2025Q4: 7,262 shares; 2026Q1: 7,220 shares; 2026Q2: 6,716 shares 6,716 $6.57M 0.07% -504 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,489 shares; 2024Q4: 8,108 shares; 2025Q1: 9,727 shares; 2025Q2: 17,342 shares; 2025Q3: 18,286 shares; 2025Q4: 18,768 shares; 2026Q1: 17,933 shares; 2026Q2: 18,088 shares 18,088 $6.56M 0.07% +155 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,153 shares; 2024Q4: 93,597 shares; 2025Q1: 163,355 shares; 2025Q2: 166,926 shares; 2025Q3: 142,816 shares; 2025Q4: 141,345 shares; 2026Q1: 135,373 shares; 2026Q2: 157,313 shares 157,313 $6.5M 0.07% +21,940 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,593 shares; 2025Q3: 320,890 shares; 2025Q4: 301,664 shares; 2026Q1: 141,671 shares; 2026Q2: 143,294 shares 143,294 $6.42M 0.07% +1,623 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: 95,293 shares; 2024Q4: 107,532 shares; 2025Q1: 109,538 shares; 2025Q2: 119,038 shares; 2025Q3: 122,090 shares; 2025Q4: 134,055 shares; 2026Q1: 103,791 shares; 2026Q2: 126,335 shares 126,335 $6.39M 0.07% +22,544 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,934 shares; 2024Q4: 50,320 shares; 2025Q1: 59,316 shares; 2025Q2: 59,685 shares; 2025Q3: 62,919 shares; 2025Q4: 55,849 shares; 2026Q1: 51,618 shares; 2026Q2: 53,791 shares 53,791 $6.36M 0.07% +2,173 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: 9,158 shares; 2024Q4: 10,093 shares; 2025Q1: 9,226 shares; 2025Q2: 7,497 shares; 2025Q3: 7,624 shares; 2025Q4: 7,488 shares; 2026Q1: 7,603 shares; 2026Q2: 7,664 shares 7,664 $6.36M 0.07% +61 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,240 shares; 2024Q4: 72,278 shares; 2025Q1: 80,617 shares; 2025Q2: 88,142 shares; 2025Q3: 91,805 shares; 2025Q4: 96,106 shares; 2026Q1: 97,640 shares; 2026Q2: 105,425 shares 105,425 $6.36M 0.07% +7,785 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: 70,199 shares; 2024Q4: 69,608 shares; 2025Q1: 58,894 shares; 2025Q2: 67,980 shares; 2025Q3: 66,214 shares; 2025Q4: 65,466 shares; 2026Q1: 66,497 shares; 2026Q2: 66,365 shares 66,365 $6.35M 0.07% -132 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,992 shares; 2025Q1: 31,297 shares; 2025Q2: 96,548 shares; 2025Q3: 98,045 shares; 2025Q4: not reported; 2026Q1: 101,835 shares; 2026Q2: 101,335 shares 101,335 $6.35M 0.07% -500 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,542 shares; 2024Q4: 64,787 shares; 2025Q1: 70,881 shares; 2025Q2: 59,391 shares; 2025Q3: 60,989 shares; 2025Q4: 63,308 shares; 2026Q1: 63,729 shares; 2026Q2: 66,066 shares 66,066 $6.32M 0.07% +2,337 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: 34,492 shares; 2024Q4: 34,265 shares; 2025Q1: 35,710 shares; 2025Q2: 36,872 shares; 2025Q3: 36,186 shares; 2025Q4: 28,447 shares; 2026Q1: 28,104 shares; 2026Q2: 28,124 shares 28,124 $6.29M 0.07% +20 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: 47,754 shares; 2024Q4: 47,024 shares; 2025Q1: 51,075 shares; 2025Q2: 42,409 shares; 2025Q3: 39,830 shares; 2025Q4: 39,203 shares; 2026Q1: 36,874 shares; 2026Q2: 38,376 shares 38,376 $6.28M 0.07% +1,502 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 1,021 shares; 2026Q1: 34,980 shares; 2026Q2: 34,785 shares 34,785 $6.24M 0.07% -195 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,369 shares; 2025Q1: 1,431 shares; 2025Q2: 1,506 shares; 2025Q3: 2,710 shares; 2025Q4: 2,893 shares; 2026Q1: 3,407 shares; 2026Q2: 3,626 shares 3,626 $6.15M 0.07% +219 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,700 shares; 2024Q4: 162,246 shares; 2025Q1: 166,541 shares; 2025Q2: 218,952 shares; 2025Q3: 218,791 shares; 2025Q4: 216,283 shares; 2026Q1: 209,072 shares; 2026Q2: 203,742 shares 203,742 $6.15M 0.07% -5,330 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,295 shares; 2024Q4: 24,764 shares; 2025Q1: 25,272 shares; 2025Q2: 26,129 shares; 2025Q3: 25,756 shares; 2025Q4: 25,660 shares; 2026Q1: 26,082 shares; 2026Q2: 25,871 shares 25,871 $6.15M 0.07% -211 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,379 shares; 2024Q4: 60,567 shares; 2025Q1: 68,339 shares; 2025Q2: 79,138 shares; 2025Q3: 86,214 shares; 2025Q4: 94,646 shares; 2026Q1: 105,065 shares; 2026Q2: 145,965 shares 145,965 $6.05M 0.06% +40,900 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,553 shares; 2024Q4: 86,829 shares; 2025Q1: 80,169 shares; 2025Q2: 79,816 shares; 2025Q3: 80,532 shares; 2025Q4: 80,970 shares; 2026Q1: 112,624 shares; 2026Q2: 76,430 shares 76,430 $6.04M 0.06% -36,194 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,494 shares; 2024Q4: 29,529 shares; 2025Q1: 26,739 shares; 2025Q2: 24,248 shares; 2025Q3: 23,855 shares; 2025Q4: 23,736 shares; 2026Q1: 11,709 shares; 2026Q2: 11,730 shares 11,730 $5.97M 0.06% +21 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,043 shares; 2024Q4: 153,946 shares; 2025Q1: 163,271 shares; 2025Q2: 158,888 shares; 2025Q3: 160,488 shares; 2025Q4: 159,104 shares; 2026Q1: 158,578 shares; 2026Q2: 156,745 shares 156,745 $5.97M 0.06% -1,833 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,611 shares; 2024Q4: 114,278 shares; 2025Q1: 85,555 shares; 2025Q2: 81,691 shares; 2025Q3: 86,238 shares; 2025Q4: 96,157 shares; 2026Q1: 71,887 shares; 2026Q2: 100,944 shares 100,944 $5.95M 0.06% +29,057 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: 28,771 shares; 2024Q4: 30,875 shares; 2025Q1: 30,252 shares; 2025Q2: 28,722 shares; 2025Q3: 26,969 shares; 2025Q4: 27,500 shares; 2026Q1: 28,227 shares; 2026Q2: 28,989 shares 28,989 $5.94M 0.06% +762 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,741 shares 49,741 $5.93M 0.06% new Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,264 shares; 2025Q3: not reported; 2025Q4: 318,449 shares; 2026Q1: 2,359,218 shares; 2026Q2: 629,129 shares 629,129 $5.89M 0.06% -1,730,089 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,955 shares; 2024Q4: 41,896 shares; 2025Q1: 46,246 shares; 2025Q2: 45,554 shares; 2025Q3: 47,921 shares; 2025Q4: 113,119 shares; 2026Q1: 141,265 shares; 2026Q2: 146,130 shares 146,130 $5.89M 0.06% +4,865 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,232 shares; 2024Q4: 53,313 shares; 2025Q1: 49,770 shares; 2025Q2: 51,264 shares; 2025Q3: 53,578 shares; 2025Q4: 55,493 shares; 2026Q1: 58,485 shares; 2026Q2: 60,151 shares 60,151 $5.81M 0.06% +1,666 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,343 shares; 2024Q4: 96,662 shares; 2025Q1: 96,662 shares; 2025Q2: 96,662 shares; 2025Q3: 96,057 shares; 2025Q4: 100,554 shares; 2026Q1: 99,294 shares; 2026Q2: 99,294 shares 99,294 $5.73M 0.06% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,324 shares; 2024Q4: 121,062 shares; 2025Q1: 144,543 shares; 2025Q2: 158,228 shares; 2025Q3: 184,314 shares; 2025Q4: 156,653 shares; 2026Q1: 150,133 shares; 2026Q2: 146,259 shares 146,259 $5.71M 0.06% -3,874 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,454 shares; 2024Q4: 43,555 shares; 2025Q1: 45,585 shares; 2025Q2: 49,610 shares; 2025Q3: 51,633 shares; 2025Q4: 56,104 shares; 2026Q1: 60,297 shares; 2026Q2: 60,669 shares 60,669 $5.67M 0.06% +372 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: 7,399 shares; 2024Q4: 7,669 shares; 2025Q1: 17,275 shares; 2025Q2: 17,075 shares; 2025Q3: 12,853 shares; 2025Q4: 14,232 shares; 2026Q1: 8,273 shares; 2026Q2: 8,039 shares 8,039 $5.65M 0.06% -234 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,609 shares; 2024Q4: 27,094 shares; 2025Q1: 37,010 shares; 2025Q2: 38,925 shares; 2025Q3: 40,247 shares; 2025Q4: 44,601 shares; 2026Q1: 54,476 shares; 2026Q2: 49,515 shares 49,515 $5.65M 0.06% -4,961 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 197,965 shares; 2025Q1: 198,881 shares; 2025Q2: 146,906 shares; 2025Q3: 146,955 shares; 2025Q4: 145,490 shares; 2026Q1: 146,699 shares; 2026Q2: 151,718 shares 151,718 $5.63M 0.06% +5,019 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,473 shares; 2025Q2: 12,880 shares; 2025Q3: 68,395 shares; 2025Q4: 70,674 shares; 2026Q1: 73,862 shares; 2026Q2: 81,709 shares 81,709 $5.56M 0.06% +7,847 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: 43,332 shares; 2024Q4: 50,179 shares; 2025Q1: 53,137 shares; 2025Q2: 58,508 shares; 2025Q3: 52,284 shares; 2025Q4: 49,637 shares; 2026Q1: 49,992 shares; 2026Q2: 35,405 shares 35,405 $5.55M 0.06% -14,587 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,526 shares; 2024Q4: 30,589 shares; 2025Q1: 31,231 shares; 2025Q2: 33,127 shares; 2025Q3: 34,758 shares; 2025Q4: not reported; 2026Q1: 38,523 shares; 2026Q2: 38,725 shares 38,725 $5.54M 0.06% +202 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: 249,844 shares; 2024Q4: 242,416 shares; 2025Q1: 254,723 shares; 2025Q2: 257,376 shares; 2025Q3: 259,807 shares; 2025Q4: 224,867 shares; 2026Q1: 269,951 shares; 2026Q2: 231,342 shares 231,342 $5.54M 0.06% -38,609 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,848 shares; 2024Q4: 103,378 shares; 2025Q1: 40,340 shares; 2025Q2: 52,698 shares; 2025Q3: 35,643 shares; 2025Q4: 38,454 shares; 2026Q1: 34,862 shares; 2026Q2: 53,323 shares 53,323 $5.52M 0.06% +18,461 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,783 shares; 2024Q4: 9,261 shares; 2025Q1: 10,013 shares; 2025Q2: 7,235 shares; 2025Q3: 6,765 shares; 2025Q4: 6,924 shares; 2026Q1: 7,119 shares; 2026Q2: 7,732 shares 7,732 $5.51M 0.06% +613 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,980 shares; 2024Q4: 119,187 shares; 2025Q1: 137,023 shares; 2025Q2: 141,716 shares; 2025Q3: 131,011 shares; 2025Q4: 100,735 shares; 2026Q1: 71,120 shares; 2026Q2: 70,406 shares 70,406 $5.49M 0.06% -714 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,051 shares; 2025Q3: 101,362 shares; 2025Q4: 55,770 shares; 2026Q1: 55,443 shares; 2026Q2: 53,894 shares 53,894 $5.48M 0.06% -1,549 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,875 shares; 2024Q4: 97,373 shares; 2025Q1: 87,551 shares; 2025Q2: 95,382 shares; 2025Q3: 103,033 shares; 2025Q4: 207,479 shares; 2026Q1: 72,424 shares; 2026Q2: 66,578 shares 66,578 $5.47M 0.06% -5,846 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,355 shares; 2024Q4: 57,915 shares; 2025Q1: 138,827 shares; 2025Q2: 115,143 shares; 2025Q3: 116,049 shares; 2025Q4: 96,938 shares; 2026Q1: 142,060 shares; 2026Q2: 109,190 shares 109,190 $5.44M 0.06% -32,870 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 4,828 shares; 2025Q1: 4,395 shares; 2025Q2: 4,214 shares; 2025Q3: 4,134 shares; 2025Q4: 4,180 shares; 2026Q1: 4,271 shares; 2026Q2: 3,982 shares 3,982 $5.42M 0.06% -289 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,279 shares; 2024Q4: 71,087 shares; 2025Q1: 67,523 shares; 2025Q2: 58,462 shares; 2025Q3: 58,229 shares; 2025Q4: 57,823 shares; 2026Q1: 47,714 shares; 2026Q2: 48,228 shares 48,228 $5.42M 0.06% +514 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,485 shares; 2024Q4: 45,722 shares; 2025Q1: 26,101 shares; 2025Q2: 80,870 shares; 2025Q3: 188,757 shares; 2025Q4: 38,471 shares; 2026Q1: 37,792 shares; 2026Q2: 215,890 shares 215,890 $5.41M 0.06% +178,098 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,536 shares; 2024Q4: 276,781 shares; 2025Q1: 289,935 shares; 2025Q2: 288,391 shares; 2025Q3: 232,600 shares; 2025Q4: 255,705 shares; 2026Q1: 295,847 shares; 2026Q2: 118,913 shares 118,913 $5.41M 0.06% -176,934 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,653 shares; 2024Q4: 58,388 shares; 2025Q1: 49,781 shares; 2025Q2: 53,564 shares; 2025Q3: 52,384 shares; 2025Q4: 52,249 shares; 2026Q1: 24,431 shares; 2026Q2: 22,653 shares 22,653 $5.4M 0.06% -1,778 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 838,209 shares; 2026Q2: 404,514 shares 404,514 $5.39M 0.06% -433,695 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,761 shares; 2024Q4: 35,499 shares; 2025Q1: 37,794 shares; 2025Q2: 51,581 shares; 2025Q3: 54,506 shares; 2025Q4: 58,451 shares; 2026Q1: 57,320 shares; 2026Q2: 59,012 shares 59,012 $5.38M 0.06% +1,692 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,933 shares; 2024Q4: 693,996 shares; 2025Q1: 742,257 shares; 2025Q2: 358,455 shares; 2025Q3: 504,755 shares; 2025Q4: 150,012 shares; 2026Q1: 25,630 shares; 2026Q2: 236,110 shares 236,110 $5.37M 0.06% +210,480 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: 53,449 shares; 2024Q4: 49,639 shares; 2025Q1: 48,066 shares; 2025Q2: 46,579 shares; 2025Q3: 49,103 shares; 2025Q4: 62,195 shares; 2026Q1: 39,644 shares; 2026Q2: 39,106 shares 39,106 $5.37M 0.06% -538 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: 42,438 shares; 2024Q4: 46,953 shares; 2025Q1: 35,676 shares; 2025Q2: 36,116 shares; 2025Q3: 56,858 shares; 2025Q4: 44,081 shares; 2026Q1: 41,684 shares; 2026Q2: 31,636 shares 31,636 $5.35M 0.06% -10,048 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: 54,424 shares; 2024Q4: 54,941 shares; 2025Q1: 56,920 shares; 2025Q2: 61,772 shares; 2025Q3: 59,213 shares; 2025Q4: 33,877 shares; 2026Q1: 40,873 shares; 2026Q2: 40,859 shares 40,859 $5.3M 0.06% -14 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,985 shares; 2024Q4: 119,858 shares; 2025Q1: 127,598 shares; 2025Q2: 132,165 shares; 2025Q3: 135,234 shares; 2025Q4: 134,684 shares; 2026Q1: 140,136 shares; 2026Q2: 137,055 shares 137,055 $5.29M 0.06% -3,081 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,600 shares; 2025Q3: 59,124 shares; 2025Q4: 60,506 shares; 2026Q1: 90,586 shares; 2026Q2: 121,880 shares 121,880 $5.28M 0.06% +31,294 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,756 shares; 2024Q4: 9,787 shares; 2025Q1: 10,698 shares; 2025Q2: 20,854 shares; 2025Q3: 18,573 shares; 2025Q4: 18,833 shares; 2026Q1: 19,683 shares; 2026Q2: 42,367 shares 42,367 $5.27M 0.06% +22,684 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,108 shares; 2024Q4: 83,456 shares; 2025Q1: 89,570 shares; 2025Q2: 91,965 shares; 2025Q3: 90,714 shares; 2025Q4: 85,688 shares; 2026Q1: 102,016 shares; 2026Q2: 101,413 shares 101,413 $5.26M 0.06% -603 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,723 shares; 2024Q4: 72,074 shares; 2025Q1: 71,397 shares; 2025Q2: 71,045 shares; 2025Q3: 70,773 shares; 2025Q4: 69,165 shares; 2026Q1: 65,480 shares; 2026Q2: 62,628 shares 62,628 $5.22M 0.06% -2,852 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,287 shares; 2025Q2: 32,088 shares; 2025Q3: 32,058 shares; 2025Q4: 145,870 shares; 2026Q1: 152,633 shares; 2026Q2: 146,546 shares 146,546 $5.22M 0.06% -6,087 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,225 shares; 2024Q4: 21,507 shares; 2025Q1: 22,532 shares; 2025Q2: 31,371 shares; 2025Q3: 28,640 shares; 2025Q4: 28,185 shares; 2026Q1: 29,566 shares; 2026Q2: 25,853 shares 25,853 $5.19M 0.06% -3,713 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,590 shares; 2024Q4: 47,582 shares; 2025Q1: 49,004 shares; 2025Q2: 98,082 shares; 2025Q3: 74,801 shares; 2025Q4: 124,971 shares; 2026Q1: 71,947 shares; 2026Q2: 113,784 shares 113,784 $5.16M 0.06% +41,837 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,343 shares; 2024Q4: 62,805 shares; 2025Q1: 62,089 shares; 2025Q2: 58,052 shares; 2025Q3: 64,223 shares; 2025Q4: 63,825 shares; 2026Q1: 67,615 shares; 2026Q2: 74,921 shares 74,921 $5.12M 0.05% +7,306 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,301 shares; 2024Q4: 14,784 shares; 2025Q1: 14,784 shares; 2025Q2: 12,967 shares; 2025Q3: 12,967 shares; 2025Q4: 512,025 shares; 2026Q1: 559,615 shares; 2026Q2: 605,608 shares 605,608 $5.11M 0.05% +45,993 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,498 shares; 2024Q4: 9,311 shares; 2025Q1: 10,094 shares; 2025Q2: 9,968 shares; 2025Q3: 10,512 shares; 2025Q4: 9,604 shares; 2026Q1: 11,287 shares; 2026Q2: 12,205 shares 12,205 $5.09M 0.05% +918 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,271 shares; 2024Q4: 38,165 shares; 2025Q1: 37,267 shares; 2025Q2: 37,727 shares; 2025Q3: 37,635 shares; 2025Q4: 35,578 shares; 2026Q1: 34,270 shares; 2026Q2: 37,632 shares 37,632 $5.07M 0.05% +3,362 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,701 shares; 2024Q4: 36,373 shares; 2025Q1: 35,784 shares; 2025Q2: 34,576 shares; 2025Q3: 34,314 shares; 2025Q4: not reported; 2026Q1: 33,033 shares; 2026Q2: 32,546 shares 32,546 $5.05M 0.05% -487 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,872 shares; 2024Q4: 39,897 shares; 2025Q1: 40,538 shares; 2025Q2: 29,200 shares; 2025Q3: 28,814 shares; 2025Q4: 21,523 shares; 2026Q1: 17,767 shares; 2026Q2: 14,411 shares 14,411 $5.04M 0.05% -3,356 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: 62,356 shares; 2025Q1: 48,762 shares; 2025Q2: 43,894 shares; 2025Q3: 42,629 shares; 2025Q4: not reported; 2026Q1: 22,176 shares; 2026Q2: 29,672 shares 29,672 $5.04M 0.05% +7,496 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,159 shares; 2024Q4: 15,721 shares; 2025Q1: 16,343 shares; 2025Q2: 16,337 shares; 2025Q3: 16,781 shares; 2025Q4: 18,073 shares; 2026Q1: 18,647 shares; 2026Q2: 18,731 shares 18,731 $5.04M 0.05% +84 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,544 shares; 2025Q1: 8,367 shares; 2025Q2: 9,744 shares; 2025Q3: 9,591 shares; 2025Q4: 11,805 shares; 2026Q1: 11,730 shares; 2026Q2: 12,084 shares 12,084 $5.02M 0.05% +354 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,571 shares; 2025Q1: 80,638 shares; 2025Q2: 346,289 shares; 2025Q3: 186,947 shares; 2025Q4: 174,763 shares; 2026Q1: 200,869 shares; 2026Q2: 179,518 shares 179,518 $5.01M 0.05% -21,351 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,403 shares; 2024Q4: 34,536 shares; 2025Q1: 37,089 shares; 2025Q2: 36,719 shares; 2025Q3: 56,670 shares; 2025Q4: not reported; 2026Q1: 31,003 shares; 2026Q2: 34,567 shares 34,567 $5M 0.05% +3,564 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,718 shares; 2024Q4: 38,269 shares; 2025Q1: 50,915 shares; 2025Q2: 50,383 shares; 2025Q3: 49,610 shares; 2025Q4: 44,241 shares; 2026Q1: 54,209 shares; 2026Q2: 54,445 shares 54,445 $4.99M 0.05% +236 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,976 shares; 2024Q4: 28,900 shares; 2025Q1: 24,779 shares; 2025Q2: 3,496 shares; 2025Q3: 4,119 shares; 2025Q4: 3,354 shares; 2026Q1: 3,348 shares; 2026Q2: 14,899 shares 14,899 $4.99M 0.05% +11,551 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: 5,499 shares; 2024Q4: 5,621 shares; 2025Q1: 5,744 shares; 2025Q2: 5,522 shares; 2025Q3: 2,478 shares; 2025Q4: not reported; 2026Q1: 1,740 shares; 2026Q2: 12,795 shares 12,795 $4.95M 0.05% +11,055 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,055 shares; 2024Q4: 142,233 shares; 2025Q1: 131,415 shares; 2025Q2: 119,042 shares; 2025Q3: 108,433 shares; 2025Q4: 104,037 shares; 2026Q1: 100,111 shares; 2026Q2: 97,336 shares 97,336 $4.93M 0.05% -2,775 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,344 shares; 2024Q4: 138,506 shares; 2025Q1: 159,194 shares; 2025Q2: 165,905 shares; 2025Q3: 169,204 shares; 2025Q4: 165,424 shares; 2026Q1: 164,873 shares; 2026Q2: 166,979 shares 166,979 $4.91M 0.05% +2,106 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,617 shares; 2024Q4: 45,104 shares; 2025Q1: 45,015 shares; 2025Q2: 39,236 shares; 2025Q3: 39,116 shares; 2025Q4: 42,304 shares; 2026Q1: 37,969 shares; 2026Q2: 38,254 shares 38,254 $4.82M 0.05% +285 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,913 shares; 2025Q4: not reported; 2026Q1: 46,196 shares; 2026Q2: 49,908 shares 49,908 $4.82M 0.05% +3,712 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,086 shares; 2024Q4: 158,450 shares; 2025Q1: 147,417 shares; 2025Q2: 142,545 shares; 2025Q3: 130,069 shares; 2025Q4: 165,668 shares; 2026Q1: 151,890 shares; 2026Q2: 157,305 shares 157,305 $4.8M 0.05% +5,415 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,977 shares; 2024Q4: 44,159 shares; 2025Q1: 44,713 shares; 2025Q2: 46,225 shares; 2025Q3: 45,800 shares; 2025Q4: 45,811 shares; 2026Q1: 46,166 shares; 2026Q2: 62,504 shares 62,504 $4.79M 0.05% +16,338 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,806 shares; 2024Q4: 73,632 shares; 2025Q1: 75,261 shares; 2025Q2: 75,105 shares; 2025Q3: 75,016 shares; 2025Q4: 74,516 shares; 2026Q1: 85,099 shares; 2026Q2: 84,873 shares 84,873 $4.78M 0.05% -226 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,518 shares; 2024Q4: 14,168 shares; 2025Q1: 16,673 shares; 2025Q2: 16,441 shares; 2025Q3: 16,577 shares; 2025Q4: 14,623 shares; 2026Q1: 14,580 shares; 2026Q2: 21,477 shares 21,477 $4.78M 0.05% +6,897 Timeline FBT 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: 6,125 shares; 2024Q4: 5,827 shares; 2025Q1: 5,889 shares; 2025Q2: 2,958 shares; 2025Q3: 2,542 shares; 2025Q4: not reported; 2026Q1: 9,759 shares; 2026Q2: 19,294 shares 19,294 $4.78M 0.05% +9,535 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,918 shares; 2024Q4: 35,029 shares; 2025Q1: 32,404 shares; 2025Q2: 27,014 shares; 2025Q3: 27,414 shares; 2025Q4: not reported; 2026Q1: 27,967 shares; 2026Q2: 27,707 shares 27,707 $4.77M 0.05% -260 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,616 shares; 2024Q4: 193,858 shares; 2025Q1: 181,332 shares; 2025Q2: 173,543 shares; 2025Q3: 202,536 shares; 2025Q4: 235,665 shares; 2026Q1: 288,327 shares; 2026Q2: 190,379 shares 190,379 $4.74M 0.05% -97,948 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,634 shares; 2024Q4: 19,354 shares; 2025Q1: 16,513 shares; 2025Q2: 16,580 shares; 2025Q3: 15,929 shares; 2025Q4: 16,954 shares; 2026Q1: 17,362 shares; 2026Q2: 17,438 shares 17,438 $4.7M 0.05% +76 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: 90,712 shares; 2024Q4: 89,816 shares; 2025Q1: 94,556 shares; 2025Q2: 104,367 shares; 2025Q3: 110,873 shares; 2025Q4: 59,488 shares; 2026Q1: 55,209 shares; 2026Q2: 47,398 shares 47,398 $4.69M 0.05% -7,811 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,435 shares; 2025Q4: 61,728 shares; 2026Q1: 60,949 shares; 2026Q2: 60,471 shares 60,471 $4.67M 0.05% -478 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,285 shares; 2024Q4: 210,888 shares; 2025Q1: 223,153 shares; 2025Q2: 263,864 shares; 2025Q3: 266,988 shares; 2025Q4: 268,897 shares; 2026Q1: 332,548 shares; 2026Q2: 332,199 shares 332,199 $4.59M 0.05% -349 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,656 shares; 2024Q4: 57,472 shares; 2025Q1: 54,366 shares; 2025Q2: 26,388 shares; 2025Q3: 26,974 shares; 2025Q4: 92,767 shares; 2026Q1: 107,254 shares; 2026Q2: 113,012 shares 113,012 $4.59M 0.05% +5,758 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,792 shares; 2024Q4: 75,628 shares; 2025Q1: 68,243 shares; 2025Q2: 53,707 shares; 2025Q3: 70,578 shares; 2025Q4: 58,315 shares; 2026Q1: 55,176 shares; 2026Q2: 47,785 shares 47,785 $4.59M 0.05% -7,391 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,165 shares; 2026Q2: 45,265 shares 45,265 $4.58M 0.05% +10,100 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,870 shares; 2024Q4: 8,192 shares; 2025Q1: 6,686 shares; 2025Q2: 7,126 shares; 2025Q3: 7,124 shares; 2025Q4: 7,458 shares; 2026Q1: 7,487 shares; 2026Q2: 9,322 shares 9,322 $4.58M 0.05% +1,835 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,938 shares; 2024Q4: 87,920 shares; 2025Q1: 100,402 shares; 2025Q2: 118,631 shares; 2025Q3: 117,893 shares; 2025Q4: 126,048 shares; 2026Q1: 139,098 shares; 2026Q2: 132,167 shares 132,167 $4.58M 0.05% -6,931 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,284 shares; 2025Q2: 11,015 shares; 2025Q3: 10,668 shares; 2025Q4: 10,056 shares; 2026Q1: 31,051 shares; 2026Q2: 57,598 shares 57,598 $4.58M 0.05% +26,547 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,932 shares; 2024Q4: 44,167 shares; 2025Q1: 44,224 shares; 2025Q2: 45,265 shares; 2025Q3: 45,637 shares; 2025Q4: 47,919 shares; 2026Q1: 51,410 shares; 2026Q2: 52,541 shares 52,541 $4.55M 0.05% +1,131 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,910 shares; 2024Q4: 48,995 shares; 2025Q1: 48,124 shares; 2025Q2: 69,317 shares; 2025Q3: 87,221 shares; 2025Q4: 84,299 shares; 2026Q1: 56,571 shares; 2026Q2: 59,889 shares 59,889 $4.52M 0.05% +3,318 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,133 shares; 2024Q4: 79,846 shares; 2025Q1: 80,478 shares; 2025Q2: 78,376 shares; 2025Q3: 77,679 shares; 2025Q4: 108,369 shares; 2026Q1: 106,050 shares; 2026Q2: 106,012 shares 106,012 $4.52M 0.05% -38 Timeline SPHD 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: 85,702 shares; 2024Q4: 86,612 shares; 2025Q1: 90,841 shares; 2025Q2: 93,025 shares; 2025Q3: 94,413 shares; 2025Q4: 89,603 shares; 2026Q1: 89,728 shares; 2026Q2: 88,660 shares 88,660 $4.51M 0.05% -1,068 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,926 shares; 2024Q4: 84,777 shares; 2025Q1: 109,841 shares; 2025Q2: 113,362 shares; 2025Q3: 125,701 shares; 2025Q4: 126,331 shares; 2026Q1: 111,833 shares; 2026Q2: 111,903 shares 111,903 $4.5M 0.05% +70 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,580 shares; 2024Q4: 46,724 shares; 2025Q1: 40,640 shares; 2025Q2: 44,522 shares; 2025Q3: 43,114 shares; 2025Q4: not reported; 2026Q1: 44,173 shares; 2026Q2: 42,659 shares 42,659 $4.48M 0.05% -1,514 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,889 shares; 2026Q2: 344,827 shares 344,827 $4.44M 0.05% +122,938 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,815 shares; 2026Q1: 1,851 shares; 2026Q2: 1,951 shares 1,951 $4.44M 0.05% +100 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,724 shares; 2024Q4: 16,541 shares; 2025Q1: 33,963 shares; 2025Q2: 34,250 shares; 2025Q3: 21,805 shares; 2025Q4: 69,757 shares; 2026Q1: 69,761 shares; 2026Q2: 37,811 shares 37,811 $4.43M 0.05% -31,950 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,151 shares; 2024Q4: 365,439 shares; 2025Q1: 242,154 shares; 2025Q2: 178,605 shares; 2025Q3: 170,564 shares; 2025Q4: 256,296 shares; 2026Q1: 159,868 shares; 2026Q2: 247,271 shares 247,271 $4.43M 0.05% +87,403 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,781 shares; 2024Q4: 22,439 shares; 2025Q1: 28,706 shares; 2025Q2: 28,420 shares; 2025Q3: 28,288 shares; 2025Q4: 35,816 shares; 2026Q1: 24,461 shares; 2026Q2: 87,508 shares 87,508 $4.43M 0.05% +63,047 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,702 shares; 2024Q4: 88,588 shares; 2025Q1: 105,657 shares; 2025Q2: 160,559 shares; 2025Q3: 173,897 shares; 2025Q4: 175,440 shares; 2026Q1: 190,322 shares; 2026Q2: 196,810 shares 196,810 $4.39M 0.05% +6,488 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,018 shares; 2024Q4: 15,385 shares; 2025Q1: 239,543 shares; 2025Q2: not reported; 2025Q3: 244,297 shares; 2025Q4: 153,191 shares; 2026Q1: 199,850 shares; 2026Q2: 346,390 shares 346,390 $4.38M 0.05% +146,540 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,653 shares; 2024Q4: 37,164 shares; 2025Q1: 36,371 shares; 2025Q2: 37,525 shares; 2025Q3: 39,184 shares; 2025Q4: 41,450 shares; 2026Q1: 41,732 shares; 2026Q2: 41,658 shares 41,658 $4.38M 0.05% -74 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,052 shares; 2024Q4: 61,040 shares; 2025Q1: 60,207 shares; 2025Q2: 60,152 shares; 2025Q3: 60,254 shares; 2025Q4: 52,241 shares; 2026Q1: 41,761 shares; 2026Q2: 42,136 shares 42,136 $4.38M 0.05% +375 Timeline FTXH 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: 40,553 shares; 2026Q2: 114,183 shares 114,183 $4.36M 0.05% +73,630 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,213 shares; 2024Q4: 70,027 shares; 2025Q1: 59,357 shares; 2025Q2: 80,463 shares; 2025Q3: 81,450 shares; 2025Q4: 79,641 shares; 2026Q1: 73,600 shares; 2026Q2: 40,615 shares 40,615 $4.35M 0.05% -32,985 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,522 shares; 2025Q2: 2,626 shares; 2025Q3: 2,818 shares; 2025Q4: 14,105 shares; 2026Q1: 12,856 shares; 2026Q2: 11,236 shares 11,236 $4.32M 0.05% -1,620 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,349 shares; 2024Q4: 76,781 shares; 2025Q1: 82,415 shares; 2025Q2: 90,369 shares; 2025Q3: 98,094 shares; 2025Q4: 105,064 shares; 2026Q1: 107,993 shares; 2026Q2: 112,937 shares 112,937 $4.3M 0.05% +4,944 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,147 shares; 2024Q4: 32,292 shares; 2025Q1: 18,043 shares; 2025Q2: 17,690 shares; 2025Q3: 16,546 shares; 2025Q4: 16,371 shares; 2026Q1: 16,691 shares; 2026Q2: 24,319 shares 24,319 $4.3M 0.05% +7,628 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,262 shares; 2024Q4: 53,651 shares; 2025Q1: 42,940 shares; 2025Q2: 54,183 shares; 2025Q3: 49,655 shares; 2025Q4: not reported; 2026Q1: 33,148 shares; 2026Q2: 32,818 shares 32,818 $4.29M 0.05% -330 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,663 shares; 2024Q4: 47,361 shares; 2025Q1: 34,363 shares; 2025Q2: 30,819 shares; 2025Q3: 26,267 shares; 2025Q4: 22,980 shares; 2026Q1: 26,714 shares; 2026Q2: 22,528 shares 22,528 $4.28M 0.05% -4,186 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,453 shares; 2024Q4: 21,476 shares; 2025Q1: 20,937 shares; 2025Q2: 22,155 shares; 2025Q3: 21,363 shares; 2025Q4: 20,824 shares; 2026Q1: 20,794 shares; 2026Q2: 61,085 shares 61,085 $4.28M 0.05% +40,291 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,556 shares; 2024Q4: 13,734 shares; 2025Q1: 23,222 shares; 2025Q2: 16,537 shares; 2025Q3: 14,578 shares; 2025Q4: 15,844 shares; 2026Q1: 15,269 shares; 2026Q2: 16,420 shares 16,420 $4.28M 0.05% +1,151 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,866 shares; 2024Q4: 33,197 shares; 2025Q1: 32,270 shares; 2025Q2: 32,948 shares; 2025Q3: 34,263 shares; 2025Q4: 36,571 shares; 2026Q1: 38,107 shares; 2026Q2: 38,495 shares 38,495 $4.24M 0.05% +388 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: 38,290 shares; 2024Q4: 44,007 shares; 2025Q1: 66,766 shares; 2025Q2: 64,056 shares; 2025Q3: 55,135 shares; 2025Q4: 62,041 shares; 2026Q1: 63,054 shares; 2026Q2: 51,030 shares 51,030 $4.22M 0.05% -12,024 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: 393,397 shares; 2024Q4: 400,286 shares; 2025Q1: 404,452 shares; 2025Q2: 431,336 shares; 2025Q3: 442,870 shares; 2025Q4: 495,055 shares; 2026Q1: 410,093 shares; 2026Q2: 387,178 shares 387,178 $4.21M 0.04% -22,915 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 493,441 shares; 2025Q1: 488,366 shares; 2025Q2: 493,146 shares; 2025Q3: 406,419 shares; 2025Q4: 93,369 shares; 2026Q1: 90,005 shares; 2026Q2: 81,838 shares 81,838 $4.2M 0.04% -8,167 Timeline QCLN 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: 90,738 shares; 2026Q1: 70,938 shares; 2026Q2: 68,068 shares 68,068 $4.17M 0.04% -2,870 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,518 shares; 2024Q4: 51,018 shares; 2025Q1: 50,218 shares; 2025Q2: 90,624 shares; 2025Q3: 96,527 shares; 2025Q4: 140,101 shares; 2026Q1: 203,672 shares; 2026Q2: 168,884 shares 168,884 $4.17M 0.04% -34,788 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,743 shares; 2024Q4: 18,974 shares; 2025Q1: 12,449 shares; 2025Q2: 12,212 shares; 2025Q3: 12,263 shares; 2025Q4: 12,368 shares; 2026Q1: 12,588 shares; 2026Q2: 14,636 shares 14,636 $4.15M 0.04% +2,048 Timeline FTXO 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: 118,163 shares; 2026Q1: 89,590 shares; 2026Q2: 100,384 shares 100,384 $4.15M 0.04% +10,794 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,458 shares; 2025Q2: 9,150 shares; 2025Q3: 10,493 shares; 2025Q4: 4,475 shares; 2026Q1: 4,395 shares; 2026Q2: 10,931 shares 10,931 $4.14M 0.04% +6,536 Timeline FAN 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: 185,961 shares; 2025Q3: 185,791 shares; 2025Q4: 205,734 shares; 2026Q1: 151,208 shares; 2026Q2: 165,579 shares 165,579 $4.14M 0.04% +14,371 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,656 shares; 2024Q4: 19,816 shares; 2025Q1: 24,920 shares; 2025Q2: 23,653 shares; 2025Q3: 27,855 shares; 2025Q4: not reported; 2026Q1: 52,640 shares; 2026Q2: 78,778 shares 78,778 $4.12M 0.04% +26,138 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,869 shares; 2024Q4: 4,473 shares; 2025Q1: 7,138 shares; 2025Q2: 9,785 shares; 2025Q3: 8,294 shares; 2025Q4: 7,482 shares; 2026Q1: 6,483 shares; 2026Q2: 14,372 shares 14,372 $4.12M 0.04% +7,889 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,288 shares; 2024Q4: 165,655 shares; 2025Q1: 208,136 shares; 2025Q2: 210,890 shares; 2025Q3: 217,834 shares; 2025Q4: 212,917 shares; 2026Q1: 217,046 shares; 2026Q2: 222,656 shares 222,656 $4.11M 0.04% +5,610 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,721 shares; 2024Q4: 317,607 shares; 2025Q1: 329,470 shares; 2025Q2: 332,512 shares; 2025Q3: 335,107 shares; 2025Q4: 333,179 shares; 2026Q1: 397,239 shares; 2026Q2: 402,706 shares 402,706 $4.08M 0.04% +5,467 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,835 shares; 2024Q4: 10,903 shares; 2025Q1: 14,889 shares; 2025Q2: 14,455 shares; 2025Q3: 14,564 shares; 2025Q4: 14,988 shares; 2026Q1: 17,287 shares; 2026Q2: 15,571 shares 15,571 $4.06M 0.04% -1,716 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,349 shares; 2024Q4: 2,385 shares; 2025Q1: 2,326 shares; 2025Q2: 2,311 shares; 2025Q3: 2,222 shares; 2025Q4: 1,774 shares; 2026Q1: 1,818 shares; 2026Q2: 18,544 shares 18,544 $4.03M 0.04% +16,726 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares; 2025Q4: 26,958 shares; 2026Q1: 40,012 shares; 2026Q2: 87,671 shares 87,671 $4.01M 0.04% +47,659 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: 27,780 shares; 2024Q4: 28,164 shares; 2025Q1: 29,667 shares; 2025Q2: 29,260 shares; 2025Q3: 29,352 shares; 2025Q4: 17,397 shares; 2026Q1: 17,789 shares; 2026Q2: 17,619 shares 17,619 $4M 0.04% -170 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,167 shares; 2024Q4: 12,421 shares; 2025Q1: 12,683 shares; 2025Q2: 12,430 shares; 2025Q3: 12,288 shares; 2025Q4: 11,703 shares; 2026Q1: 11,018 shares; 2026Q2: 10,742 shares 10,742 $3.98M 0.04% -276 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,176 shares; 2024Q4: 38,491 shares; 2025Q1: 16,829 shares; 2025Q2: 26,071 shares; 2025Q3: 24,394 shares; 2025Q4: 45,312 shares; 2026Q1: 101,741 shares; 2026Q2: 93,982 shares 93,982 $3.98M 0.04% -7,759 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,851 shares; 2024Q4: 21,710 shares; 2025Q1: 25,043 shares; 2025Q2: 26,032 shares; 2025Q3: 17,196 shares; 2025Q4: 16,960 shares; 2026Q1: 21,053 shares; 2026Q2: 15,564 shares 15,564 $3.96M 0.04% -5,489 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,941 shares; 2024Q4: 19,259 shares; 2025Q1: 18,784 shares; 2025Q2: 18,534 shares; 2025Q3: 16,271 shares; 2025Q4: 23,145 shares; 2026Q1: 24,842 shares; 2026Q2: 35,841 shares 35,841 $3.93M 0.04% +10,999 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,917 shares; 2024Q4: 14,529 shares; 2025Q1: 8,247 shares; 2025Q2: 8,440 shares; 2025Q3: 35,510 shares; 2025Q4: 36,755 shares; 2026Q1: 37,732 shares; 2026Q2: 34,874 shares 34,874 $3.93M 0.04% -2,858 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,873 shares; 2024Q4: 28,934 shares; 2025Q1: 80,264 shares; 2025Q2: 77,992 shares; 2025Q3: 78,258 shares; 2025Q4: 77,294 shares; 2026Q1: 60,440 shares; 2026Q2: 59,745 shares 59,745 $3.92M 0.04% -695 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,465 shares; 2025Q4: 63,281 shares; 2026Q1: 72,682 shares; 2026Q2: 73,197 shares 73,197 $3.91M 0.04% +515 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,321 shares; 2024Q4: 16,884 shares; 2025Q1: 17,357 shares; 2025Q2: 19,195 shares; 2025Q3: 19,009 shares; 2025Q4: 17,116 shares; 2026Q1: 16,825 shares; 2026Q2: 14,432 shares 14,432 $3.9M 0.04% -2,393 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,241 shares; 2024Q4: 22,848 shares; 2025Q1: 22,921 shares; 2025Q2: 21,867 shares; 2025Q3: 21,799 shares; 2025Q4: 21,703 shares; 2026Q1: 21,709 shares; 2026Q2: 22,997 shares 22,997 $3.9M 0.04% +1,288 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,410 shares; 2024Q4: 18,590 shares; 2025Q1: 19,556 shares; 2025Q2: 9,459 shares; 2025Q3: 9,316 shares; 2025Q4: 9,666 shares; 2026Q1: 9,673 shares; 2026Q2: 9,666 shares 9,666 $3.89M 0.04% -7 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,225 shares; 2024Q4: 71,533 shares; 2025Q1: 72,593 shares; 2025Q2: 73,096 shares; 2025Q3: 73,099 shares; 2025Q4: 73,102 shares; 2026Q1: 75,555 shares; 2026Q2: 81,546 shares 81,546 $3.88M 0.04% +5,991 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: 15,396 shares; 2024Q4: 15,907 shares; 2025Q1: 19,056 shares; 2025Q2: 15,662 shares; 2025Q3: 9,819 shares; 2025Q4: 9,749 shares; 2026Q1: 9,806 shares; 2026Q2: 9,807 shares 9,807 $3.86M 0.04% +1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,769 shares; 2024Q4: 69,557 shares; 2025Q1: 70,684 shares; 2025Q2: 67,591 shares; 2025Q3: 72,104 shares; 2025Q4: 84,632 shares; 2026Q1: 75,144 shares; 2026Q2: 93,761 shares 93,761 $3.85M 0.04% +18,617 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,375 shares; 2024Q4: 17,962 shares; 2025Q1: 15,620 shares; 2025Q2: 18,799 shares; 2025Q3: 13,367 shares; 2025Q4: 10,700 shares; 2026Q1: 13,577 shares; 2026Q2: 15,456 shares 15,456 $3.84M 0.04% +1,879 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,810 shares; 2024Q4: 68,776 shares; 2025Q1: 53,535 shares; 2025Q2: 53,347 shares; 2025Q3: 53,571 shares; 2025Q4: 50,934 shares; 2026Q1: 48,654 shares; 2026Q2: 52,268 shares 52,268 $3.83M 0.04% +3,614 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,627 shares; 2024Q4: 481,470 shares; 2025Q1: 457,394 shares; 2025Q2: 466,955 shares; 2025Q3: 448,820 shares; 2025Q4: 449,790 shares; 2026Q1: 460,222 shares; 2026Q2: 532,264 shares 532,264 $3.8M 0.04% +72,042 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: 30,253 shares; 2024Q4: 28,224 shares; 2025Q1: 28,235 shares; 2025Q2: 28,043 shares; 2025Q3: 27,890 shares; 2025Q4: 21,021 shares; 2026Q1: 21,556 shares; 2026Q2: 21,395 shares 21,395 $3.78M 0.04% -161 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: 14,949 shares; 2024Q4: 15,194 shares; 2025Q1: 16,250 shares; 2025Q2: 19,234 shares; 2025Q3: 20,136 shares; 2025Q4: 21,086 shares; 2026Q1: 20,658 shares; 2026Q2: 20,953 shares 20,953 $3.76M 0.04% +295 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,173 shares; 2024Q4: 49,370 shares; 2025Q1: 50,133 shares; 2025Q2: 56,141 shares; 2025Q3: 59,468 shares; 2025Q4: 63,733 shares; 2026Q1: 67,423 shares; 2026Q2: 71,692 shares 71,692 $3.76M 0.04% +4,269 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,893 shares; 2024Q4: 3,882 shares; 2025Q1: 3,642 shares; 2025Q2: 3,813 shares; 2025Q3: 3,565 shares; 2025Q4: 3,590 shares; 2026Q1: 5,114 shares; 2026Q2: 4,966 shares 4,966 $3.75M 0.04% -148 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,172 shares; 2024Q4: 45,647 shares; 2025Q1: 35,792 shares; 2025Q2: 34,995 shares; 2025Q3: 35,204 shares; 2025Q4: 33,737 shares; 2026Q1: 40,014 shares; 2026Q2: 40,419 shares 40,419 $3.75M 0.04% +405 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: 33,856 shares; 2024Q4: 34,527 shares; 2025Q1: 36,835 shares; 2025Q2: 37,995 shares; 2025Q3: 36,844 shares; 2025Q4: 22,226 shares; 2026Q1: 23,915 shares; 2026Q2: 23,885 shares 23,885 $3.74M 0.04% -30 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,158 shares; 2024Q4: 10,715 shares; 2025Q1: 10,240 shares; 2025Q2: 10,539 shares; 2025Q3: 9,336 shares; 2025Q4: not reported; 2026Q1: 15,628 shares; 2026Q2: 15,394 shares 15,394 $3.72M 0.04% -234 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,386 shares; 2024Q4: 65,965 shares; 2025Q1: 70,523 shares; 2025Q2: 85,167 shares; 2025Q3: 82,593 shares; 2025Q4: 78,105 shares; 2026Q1: 80,176 shares; 2026Q2: 76,334 shares 76,334 $3.71M 0.04% -3,842 Timeline ILCV 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: 12,261 shares; 2026Q2: 36,678 shares 36,678 $3.71M 0.04% +24,417 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: 56,560 shares; 2024Q4: 48,411 shares; 2025Q1: 48,789 shares; 2025Q2: 47,851 shares; 2025Q3: 49,128 shares; 2025Q4: 50,842 shares; 2026Q1: 48,256 shares; 2026Q2: 47,748 shares 47,748 $3.7M 0.04% -508 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,883 shares; 2025Q4: 41,165 shares; 2026Q1: 130,601 shares; 2026Q2: 135,127 shares 135,127 $3.68M 0.04% +4,526 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: 41,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,036 shares; 2025Q3: 136,291 shares; 2025Q4: 146,527 shares; 2026Q1: 160,076 shares; 2026Q2: 171,242 shares 171,242 $3.66M 0.04% +11,166 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,444 shares; 2024Q4: 30,997 shares; 2025Q1: 28,480 shares; 2025Q2: 23,497 shares; 2025Q3: 19,244 shares; 2025Q4: 18,944 shares; 2026Q1: 22,867 shares; 2026Q2: 22,620 shares 22,620 $3.66M 0.04% -247 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,549 shares; 2024Q4: 74,372 shares; 2025Q1: 59,965 shares; 2025Q2: 58,001 shares; 2025Q3: 60,419 shares; 2025Q4: 50,437 shares; 2026Q1: 41,703 shares; 2026Q2: 59,086 shares 59,086 $3.63M 0.04% +17,383 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 48,992 shares 48,992 $3.62M 0.04% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,976 shares; 2024Q4: 62,462 shares; 2025Q1: 61,715 shares; 2025Q2: 61,700 shares; 2025Q3: 61,228 shares; 2025Q4: 59,435 shares; 2026Q1: 70,813 shares; 2026Q2: 70,292 shares 70,292 $3.61M 0.04% -521 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,428 shares; 2024Q4: 35,662 shares; 2025Q1: 36,941 shares; 2025Q2: 37,238 shares; 2025Q3: 37,592 shares; 2025Q4: 41,073 shares; 2026Q1: 42,765 shares; 2026Q2: 42,532 shares 42,532 $3.6M 0.04% -233 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,137 shares; 2024Q4: 15,040 shares; 2025Q1: 16,739 shares; 2025Q2: 15,342 shares; 2025Q3: 15,418 shares; 2025Q4: 15,034 shares; 2026Q1: 14,843 shares; 2026Q2: 21,087 shares 21,087 $3.59M 0.04% +6,244 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,080 shares; 2024Q4: 48,369 shares; 2025Q1: 49,001 shares; 2025Q2: 47,128 shares; 2025Q3: 46,145 shares; 2025Q4: 45,389 shares; 2026Q1: 41,717 shares; 2026Q2: 42,785 shares 42,785 $3.58M 0.04% +1,068 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,970 shares; 2024Q4: 19,398 shares; 2025Q1: 17,278 shares; 2025Q2: 15,788 shares; 2025Q3: 15,638 shares; 2025Q4: 34,123 shares; 2026Q1: 42,740 shares; 2026Q2: 42,433 shares 42,433 $3.55M 0.04% -307 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: 46,948 shares; 2024Q4: 239,888 shares; 2025Q1: 240,163 shares; 2025Q2: 224,574 shares; 2025Q3: 204,134 shares; 2025Q4: 176,877 shares; 2026Q1: 177,213 shares; 2026Q2: 177,046 shares 177,046 $3.55M 0.04% -167 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,992 shares; 2024Q4: 95,321 shares; 2025Q1: 35,970 shares; 2025Q2: 28,159 shares; 2025Q3: 28,314 shares; 2025Q4: 26,083 shares; 2026Q1: 26,851 shares; 2026Q2: 80,487 shares 80,487 $3.54M 0.04% +53,636 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 14,312 shares; 2025Q1: 12,054 shares; 2025Q2: 11,284 shares; 2025Q3: 11,836 shares; 2025Q4: 11,883 shares; 2026Q1: 11,031 shares; 2026Q2: 11,233 shares 11,233 $3.53M 0.04% +202 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,618 shares; 2024Q4: 53,336 shares; 2025Q1: 55,837 shares; 2025Q2: 66,438 shares; 2025Q3: 85,508 shares; 2025Q4: 87,459 shares; 2026Q1: 95,011 shares; 2026Q2: 102,255 shares 102,255 $3.53M 0.04% +7,244 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,186 shares; 2024Q4: 60,041 shares; 2025Q1: 65,894 shares; 2025Q2: 74,641 shares; 2025Q3: 81,782 shares; 2025Q4: not reported; 2026Q1: 39,422 shares; 2026Q2: 38,875 shares 38,875 $3.52M 0.04% -547 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,660 shares; 2024Q4: 37,172 shares; 2025Q1: 36,665 shares; 2025Q2: 35,935 shares; 2025Q3: 35,642 shares; 2025Q4: not reported; 2026Q1: 46,129 shares; 2026Q2: 46,878 shares 46,878 $3.49M 0.04% +749 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,436 shares; 2024Q4: 41,284 shares; 2025Q1: 35,637 shares; 2025Q2: 30,085 shares; 2025Q3: 30,962 shares; 2025Q4: 31,581 shares; 2026Q1: 31,253 shares; 2026Q2: 30,440 shares 30,440 $3.46M 0.04% -813 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,126 shares; 2024Q4: 32,595 shares; 2025Q1: 28,048 shares; 2025Q2: 27,788 shares; 2025Q3: 29,677 shares; 2025Q4: 28,930 shares; 2026Q1: 29,891 shares; 2026Q2: 29,431 shares 29,431 $3.46M 0.04% -460 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,465 shares; 2025Q3: 46,003 shares; 2025Q4: 38,865 shares; 2026Q1: 45,941 shares; 2026Q2: 64,972 shares 64,972 $3.45M 0.04% +19,031 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,061 shares; 2024Q4: 36,439 shares; 2025Q1: 33,354 shares; 2025Q2: 32,246 shares; 2025Q3: 30,254 shares; 2025Q4: 29,436 shares; 2026Q1: 29,305 shares; 2026Q2: 28,173 shares 28,173 $3.45M 0.04% -1,132 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,582 shares; 2026Q1: 1,600 shares; 2026Q2: 1,649 shares 1,649 $3.43M 0.04% +49 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,057 shares; 2024Q4: 42,602 shares; 2025Q1: 42,468 shares; 2025Q2: 43,729 shares; 2025Q3: 48,066 shares; 2025Q4: 49,904 shares; 2026Q1: 43,440 shares; 2026Q2: 45,567 shares 45,567 $3.43M 0.04% +2,127 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,696 shares; 2024Q4: 24,658 shares; 2025Q1: 23,499 shares; 2025Q2: 23,278 shares; 2025Q3: 21,521 shares; 2025Q4: 21,518 shares; 2026Q1: 20,702 shares; 2026Q2: 20,573 shares 20,573 $3.43M 0.04% -129 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: 22,951 shares; 2024Q4: 22,853 shares; 2025Q1: 22,462 shares; 2025Q2: 22,300 shares; 2025Q3: 22,276 shares; 2025Q4: 21,553 shares; 2026Q1: 21,407 shares; 2026Q2: 20,809 shares 20,809 $3.43M 0.04% -598 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,483 shares; 2025Q1: 23,240 shares; 2025Q2: 18,412 shares; 2025Q3: 15,940 shares; 2025Q4: 13,847 shares; 2026Q1: 13,434 shares; 2026Q2: 20,599 shares 20,599 $3.42M 0.04% +7,165 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,006 shares; 2024Q4: 73,968 shares; 2025Q1: 70,547 shares; 2025Q2: 65,309 shares; 2025Q3: 64,049 shares; 2025Q4: 69,209 shares; 2026Q1: 73,099 shares; 2026Q2: 78,368 shares 78,368 $3.42M 0.04% +5,269 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,565 shares; 2024Q4: 196,765 shares; 2025Q1: 195,728 shares; 2025Q2: 195,510 shares; 2025Q3: 194,369 shares; 2025Q4: 194,889 shares; 2026Q1: 194,283 shares; 2026Q2: 191,558 shares 191,558 $3.41M 0.04% -2,725 Timeline VELO VELO3D INC More: the full row for VELO3D 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: 12,711 shares; 2026Q1: 159,387 shares; 2026Q2: 193,705 shares 193,705 $3.4M 0.04% +34,318 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,296 shares; 2024Q4: 12,856 shares; 2025Q1: 15,717 shares; 2025Q2: 15,271 shares; 2025Q3: 53,523 shares; 2025Q4: 56,933 shares; 2026Q1: 60,435 shares; 2026Q2: 65,453 shares 65,453 $3.39M 0.04% +5,018 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,629 shares; 2024Q4: 8,512 shares; 2025Q1: 8,490 shares; 2025Q2: 9,912 shares; 2025Q3: 10,282 shares; 2025Q4: 9,988 shares; 2026Q1: 9,868 shares; 2026Q2: 9,843 shares 9,843 $3.39M 0.04% -25 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,149 shares; 2024Q4: 22,168 shares; 2025Q1: 20,137 shares; 2025Q2: 19,872 shares; 2025Q3: 19,842 shares; 2025Q4: 22,845 shares; 2026Q1: 33,652 shares; 2026Q2: 34,400 shares 34,400 $3.38M 0.04% +748 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,271 shares; 2024Q4: 7,963 shares; 2025Q1: 3,730 shares; 2025Q2: 6,137 shares; 2025Q3: 5,718 shares; 2025Q4: 18,217 shares; 2026Q1: 22,068 shares; 2026Q2: 33,016 shares 33,016 $3.38M 0.04% +10,948 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,120 shares; 2024Q4: 27,316 shares; 2025Q1: 20,126 shares; 2025Q2: 52,387 shares; 2025Q3: 32,926 shares; 2025Q4: 30,235 shares; 2026Q1: 19,878 shares; 2026Q2: 20,815 shares 20,815 $3.36M 0.04% +937 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,194 shares; 2024Q4: 13,269 shares; 2025Q1: 13,390 shares; 2025Q2: 12,735 shares; 2025Q3: 12,312 shares; 2025Q4: 11,082 shares; 2026Q1: 10,365 shares; 2026Q2: 8,600 shares 8,600 $3.35M 0.04% -1,765 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,351 shares; 2024Q4: 33,032 shares; 2025Q1: 51,041 shares; 2025Q2: 86,276 shares; 2025Q3: 204,021 shares; 2025Q4: 215,869 shares; 2026Q1: 226,389 shares; 2026Q2: 197,425 shares 197,425 $3.35M 0.04% -28,964 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,713 shares; 2024Q4: 12,228 shares; 2025Q1: 11,710 shares; 2025Q2: 12,381 shares; 2025Q3: 12,175 shares; 2025Q4: 10,831 shares; 2026Q1: 9,930 shares; 2026Q2: 10,620 shares 10,620 $3.33M 0.04% +690 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: 32,397 shares; 2024Q4: 32,024 shares; 2025Q1: 4,921 shares; 2025Q2: 25,116 shares; 2025Q3: 29,345 shares; 2025Q4: 29,387 shares; 2026Q1: 37,789 shares; 2026Q2: 32,498 shares 32,498 $3.31M 0.04% -5,291 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,607 shares; 2024Q4: 28,607 shares; 2025Q1: 356,485 shares; 2025Q2: 364,708 shares; 2025Q3: 361,085 shares; 2025Q4: 349,839 shares; 2026Q1: 350,251 shares; 2026Q2: 350,717 shares 350,717 $3.29M 0.04% +466 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,375 shares; 2024Q4: 159,385 shares; 2025Q1: 92,993 shares; 2025Q2: 92,932 shares; 2025Q3: 84,713 shares; 2025Q4: 55,417 shares; 2026Q1: 54,268 shares; 2026Q2: 61,379 shares 61,379 $3.27M 0.03% +7,111 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 6,965 shares; 2025Q1: 6,877 shares; 2025Q2: 11,524 shares; 2025Q3: 11,595 shares; 2025Q4: 16,850 shares; 2026Q1: 18,379 shares; 2026Q2: 20,542 shares 20,542 $3.25M 0.03% +2,163 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,293 shares; 2024Q4: 166,558 shares; 2025Q1: 171,779 shares; 2025Q2: 182,778 shares; 2025Q3: 191,628 shares; 2025Q4: 214,803 shares; 2026Q1: 226,313 shares; 2026Q2: 237,341 shares 237,341 $3.19M 0.03% +11,028 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,067 shares; 2024Q4: 209,593 shares; 2025Q1: 173,970 shares; 2025Q2: 105,547 shares; 2025Q3: 102,061 shares; 2025Q4: 99,889 shares; 2026Q1: 99,150 shares; 2026Q2: 129,340 shares 129,340 $3.18M 0.03% +30,190 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,672 shares; 2024Q4: 123,135 shares; 2025Q1: 116,506 shares; 2025Q2: 92,741 shares; 2025Q3: 96,684 shares; 2025Q4: 109,301 shares; 2026Q1: 284,489 shares; 2026Q2: 277,792 shares 277,792 $3.14M 0.03% -6,697 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,128 shares; 2024Q4: 28,580 shares; 2025Q1: 27,882 shares; 2025Q2: 26,902 shares; 2025Q3: 27,110 shares; 2025Q4: 27,774 shares; 2026Q1: 24,866 shares; 2026Q2: 23,851 shares 23,851 $3.14M 0.03% -1,015 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,995 shares; 2024Q4: 39,921 shares; 2025Q1: 56,836 shares; 2025Q2: 111,260 shares; 2025Q3: 111,284 shares; 2025Q4: 64,578 shares; 2026Q1: 65,715 shares; 2026Q2: 65,207 shares 65,207 $3.13M 0.03% -508 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,804 shares; 2024Q4: 94,130 shares; 2025Q1: 96,272 shares; 2025Q2: 96,725 shares; 2025Q3: 95,729 shares; 2025Q4: 74,599 shares; 2026Q1: 78,751 shares; 2026Q2: 53,549 shares 53,549 $3.12M 0.03% -25,202 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,736 shares; 2024Q4: 13,931 shares; 2025Q1: 13,579 shares; 2025Q2: 8,003 shares; 2025Q3: 7,999 shares; 2025Q4: 16,150 shares; 2026Q1: 11,655 shares; 2026Q2: 12,619 shares 12,619 $3.11M 0.03% +964 Timeline