AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,284,970 shares; 2024Q4: 41,848 shares; 2025Q1: 39,152 shares; 2025Q2: 39,418 shares; 2025Q3: 37,448 shares; 2025Q4: 36,657 shares; 2026Q1: 37,193 shares; 2026Q2: 36,798 shares 36,798 $13.9M 3.5% -395 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: 7,756,006 shares; 2024Q4: 270,066 shares; 2025Q1: 274,924 shares; 2025Q2: 280,594 shares; 2025Q3: 287,156 shares; 2025Q4: 289,794 shares; 2026Q1: 293,889 shares; 2026Q2: 296,891 shares 296,891 $10.9M 2.75% +3,002 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,519 shares; 2024Q4: 45,293 shares; 2025Q1: 44,828 shares; 2025Q2: 45,136 shares; 2025Q3: 44,980 shares; 2025Q4: 46,774 shares; 2026Q1: 45,755 shares; 2026Q2: 45,098 shares 45,098 $10.3M 2.61% -657 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: 4,935,107 shares; 2024Q4: 92,573 shares; 2025Q1: 88,906 shares; 2025Q2: 88,854 shares; 2025Q3: 86,157 shares; 2025Q4: 85,570 shares; 2026Q1: 82,152 shares; 2026Q2: 81,319 shares 81,319 $9.55M 2.41% -833 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: 32,500 shares; 2024Q4: 32,579 shares; 2025Q1: 31,434 shares; 2025Q2: 31,678 shares; 2025Q3: 29,148 shares; 2025Q4: 28,725 shares; 2026Q1: 27,937 shares; 2026Q2: 27,930 shares 27,930 $9.14M 2.3% -7 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: 32,679 shares; 2024Q4: 32,716 shares; 2025Q1: 32,115 shares; 2025Q2: 32,494 shares; 2025Q3: 33,576 shares; 2025Q4: 33,551 shares; 2026Q1: 34,237 shares; 2026Q2: 34,586 shares 34,586 $8.7M 2.19% +349 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: 49,191 shares; 2024Q4: 48,284 shares; 2025Q1: 48,883 shares; 2025Q2: 51,568 shares; 2025Q3: 131,143 shares; 2025Q4: 131,999 shares; 2026Q1: 133,693 shares; 2026Q2: 132,384 shares 132,384 $7.98M 2.01% -1,309 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,777,973 shares; 2024Q4: 58,303 shares; 2025Q1: 57,522 shares; 2025Q2: 56,892 shares; 2025Q3: 57,496 shares; 2025Q4: 57,382 shares; 2026Q1: 58,462 shares; 2026Q2: 58,552 shares 58,552 $7.41M 1.87% +90 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,994 shares; 2024Q4: 23,870 shares; 2025Q1: 23,777 shares; 2025Q2: 24,130 shares; 2025Q3: 24,184 shares; 2025Q4: 24,001 shares; 2026Q1: 24,060 shares; 2026Q2: 24,661 shares 24,661 $7.14M 1.8% +601 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: 4,571,669 shares; 2024Q4: 114,423 shares; 2025Q1: 116,807 shares; 2025Q2: 119,144 shares; 2025Q3: 122,925 shares; 2025Q4: 123,821 shares; 2026Q1: 123,748 shares; 2026Q2: 124,120 shares 124,120 $6.73M 1.7% +372 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105,368 shares; 2024Q4: 357,618 shares; 2025Q1: 372,373 shares; 2025Q2: 385,599 shares; 2025Q3: 408,163 shares; 2025Q4: 416,174 shares; 2026Q1: 440,229 shares; 2026Q2: 446,419 shares 446,419 $6.49M 1.64% +6,190 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: 88,028 shares; 2024Q4: 89,318 shares; 2025Q1: 92,026 shares; 2025Q2: 94,492 shares; 2025Q3: 98,650 shares; 2025Q4: 99,811 shares; 2026Q1: 101,580 shares; 2026Q2: 103,196 shares 103,196 $6.39M 1.61% +1,616 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: 18,527 shares; 2024Q4: 19,151 shares; 2025Q1: 18,977 shares; 2025Q2: 19,712 shares; 2025Q3: 20,701 shares; 2025Q4: 21,251 shares; 2026Q1: 22,926 shares; 2026Q2: 23,882 shares 23,882 $5.65M 1.42% +956 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,972,234 shares; 2024Q4: 73,690 shares; 2025Q1: 71,737 shares; 2025Q2: 69,856 shares; 2025Q3: 66,865 shares; 2025Q4: 66,845 shares; 2026Q1: 64,823 shares; 2026Q2: 64,602 shares 64,602 $5.61M 1.41% -221 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: 35,726 shares; 2024Q4: 36,154 shares; 2025Q1: 36,758 shares; 2025Q2: 37,925 shares; 2025Q3: 40,175 shares; 2025Q4: 39,671 shares; 2026Q1: 39,644 shares; 2026Q2: 39,871 shares 39,871 $5.4M 1.36% +227 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: not reported; 2024Q4: 21,409 shares; 2025Q1: 21,450 shares; 2025Q2: 21,357 shares; 2025Q3: 18,522 shares; 2025Q4: 18,342 shares; 2026Q1: 17,963 shares; 2026Q2: 18,115 shares 18,115 $5.09M 1.28% +152 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: 1,379 shares; 2024Q4: 1,429 shares; 2025Q1: 1,683 shares; 2025Q2: 1,716 shares; 2025Q3: 1,691 shares; 2025Q4: 1,667 shares; 2026Q1: 1,670 shares; 2026Q2: 16,807 shares 16,807 $5.07M 1.28% +15,137 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: 3,901,345 shares; 2024Q4: 26,985 shares; 2025Q1: 27,585 shares; 2025Q2: 27,938 shares; 2025Q3: 28,598 shares; 2025Q4: 28,675 shares; 2026Q1: 30,317 shares; 2026Q2: 30,588 shares 30,588 $5.07M 1.28% +271 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: 13,836 shares; 2024Q4: 13,778 shares; 2025Q1: 14,369 shares; 2025Q2: 15,415 shares; 2025Q3: 23,385 shares; 2025Q4: 23,774 shares; 2026Q1: 25,443 shares; 2026Q2: 25,252 shares 25,252 $5.05M 1.27% -191 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: 9,299 shares; 2024Q4: 9,494 shares; 2025Q1: 9,772 shares; 2025Q2: 10,227 shares; 2025Q3: 10,901 shares; 2025Q4: 11,004 shares; 2026Q1: 12,768 shares; 2026Q2: 13,512 shares 13,512 $5.04M 1.27% +744 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: 15,146 shares; 2024Q4: 15,237 shares; 2025Q1: 14,895 shares; 2025Q2: 15,233 shares; 2025Q3: 17,254 shares; 2025Q4: 17,112 shares; 2026Q1: 17,018 shares; 2026Q2: 16,671 shares 16,671 $4.97M 1.25% -347 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: 4,318 shares; 2024Q4: 4,676 shares; 2025Q1: 6,703 shares; 2025Q2: 7,153 shares; 2025Q3: 12,185 shares; 2025Q4: 12,430 shares; 2026Q1: 13,665 shares; 2026Q2: 13,837 shares 13,837 $4.95M 1.25% +172 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: 60,160 shares; 2024Q4: 59,936 shares; 2025Q1: 59,536 shares; 2025Q2: 59,855 shares; 2025Q3: 60,805 shares; 2025Q4: 60,610 shares; 2026Q1: 54,916 shares; 2026Q2: 55,274 shares 55,274 $4.81M 1.21% +358 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,472 shares; 2024Q4: 88,955 shares; 2025Q1: 89,950 shares; 2025Q2: 91,715 shares; 2025Q3: 96,642 shares; 2025Q4: 97,448 shares; 2026Q1: 98,339 shares; 2026Q2: 99,603 shares 99,603 $4.75M 1.2% +1,264 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: 2,531,869 shares; 2024Q4: 7,766 shares; 2025Q1: 7,242 shares; 2025Q2: 7,356 shares; 2025Q3: 7,396 shares; 2025Q4: 7,217 shares; 2026Q1: 6,775 shares; 2026Q2: 6,624 shares 6,624 $4.72M 1.19% -151 Timeline Raytheon Technologies Co Raytheon Technologies Co More: the full row for Raytheon Technologies Co Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,871 shares 24,871 $4.72M 1.19% new GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050,463 shares; 2024Q4: 23,267 shares; 2025Q1: 22,895 shares; 2025Q2: 22,930 shares; 2025Q3: 21,636 shares; 2025Q4: 20,975 shares; 2026Q1: 18,710 shares; 2026Q2: 18,404 shares 18,404 $4.7M 1.18% -306 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: 20,049 shares; 2024Q4: 20,138 shares; 2025Q1: 19,308 shares; 2025Q2: 19,283 shares; 2025Q3: 19,282 shares; 2025Q4: 19,050 shares; 2026Q1: 18,393 shares; 2026Q2: 18,460 shares 18,460 $4.69M 1.18% +67 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: 9,691 shares; 2025Q1: 11,297 shares; 2025Q2: 11,393 shares; 2025Q3: 11,392 shares; 2025Q4: 11,368 shares; 2026Q1: 10,807 shares; 2026Q2: 10,785 shares 10,785 $4.67M 1.18% -22 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: 100,233 shares; 2024Q4: 101,136 shares; 2025Q1: 98,687 shares; 2025Q2: 99,889 shares; 2025Q3: 100,764 shares; 2025Q4: 101,054 shares; 2026Q1: 102,920 shares; 2026Q2: 104,142 shares 104,142 $4.41M 1.11% +1,222 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: 51,107 shares; 2024Q4: 50,185 shares; 2025Q1: 46,863 shares; 2025Q2: 47,441 shares; 2025Q3: 43,930 shares; 2025Q4: 43,869 shares; 2026Q1: 45,115 shares; 2026Q2: 45,111 shares 45,111 $4.32M 1.09% -4 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: 45,544 shares; 2024Q4: 44,679 shares; 2025Q1: 38,611 shares; 2025Q2: 38,101 shares; 2025Q3: 36,427 shares; 2025Q4: 36,487 shares; 2026Q1: 36,790 shares; 2026Q2: 36,891 shares 36,891 $4.18M 1.05% +101 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: 22,244 shares; 2024Q4: 22,475 shares; 2025Q1: 22,569 shares; 2025Q2: 24,251 shares; 2025Q3: 27,639 shares; 2025Q4: 28,586 shares; 2026Q1: 31,490 shares; 2026Q2: 32,011 shares 32,011 $4.11M 1.04% +521 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: 19,322 shares; 2024Q4: 19,412 shares; 2025Q1: 20,969 shares; 2025Q2: 21,616 shares; 2025Q3: 25,418 shares; 2025Q4: 26,042 shares; 2026Q1: 29,001 shares; 2026Q2: 29,787 shares 29,787 $4.08M 1.03% +786 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,362 shares; 2025Q2: 5,669 shares; 2025Q3: 7,449 shares; 2025Q4: 7,824 shares; 2026Q1: 9,075 shares; 2026Q2: 46,004 shares 46,004 $4.04M 1.02% +36,929 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: 26,483 shares; 2024Q4: 26,974 shares; 2025Q1: 27,088 shares; 2025Q2: 26,999 shares; 2025Q3: 22,086 shares; 2025Q4: 21,956 shares; 2026Q1: 21,997 shares; 2026Q2: 22,105 shares 22,105 $4M 1.01% +108 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: 2,539,001 shares; 2024Q4: 42,868 shares; 2025Q1: 43,590 shares; 2025Q2: 43,454 shares; 2025Q3: 43,699 shares; 2025Q4: 43,460 shares; 2026Q1: 43,802 shares; 2026Q2: 43,727 shares 43,727 $3.78M 0.95% -75 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,283 shares; 2024Q4: 4,237 shares; 2025Q1: 4,036 shares; 2025Q2: 4,072 shares; 2025Q3: 3,817 shares; 2025Q4: 3,758 shares; 2026Q1: 3,576 shares; 2026Q2: 3,560 shares 3,560 $3.6M 0.91% -16 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,843 shares; 2024Q4: 13,975 shares; 2025Q1: 14,494 shares; 2025Q2: 14,691 shares; 2025Q3: 15,385 shares; 2025Q4: 15,269 shares; 2026Q1: 9,887 shares; 2026Q2: 9,809 shares 9,809 $3.55M 0.89% -78 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: 1,022,388 shares; 2024Q4: 1,186 shares; 2025Q1: 1,664 shares; 2025Q2: 1,787 shares; 2025Q3: 2,536 shares; 2025Q4: 2,513 shares; 2026Q1: 2,791 shares; 2026Q2: 2,892 shares 2,892 $3.47M 0.87% +101 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,693 shares; 2024Q4: 5,786 shares; 2025Q1: 6,159 shares; 2025Q2: 6,681 shares; 2025Q3: 10,021 shares; 2025Q4: 10,479 shares; 2026Q1: 12,126 shares; 2026Q2: 12,719 shares 12,719 $3.46M 0.87% +593 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: 11,889 shares; 2024Q4: 11,951 shares; 2025Q1: 11,944 shares; 2025Q2: 12,102 shares; 2025Q3: 12,681 shares; 2025Q4: 12,586 shares; 2026Q1: 12,639 shares; 2026Q2: 12,752 shares 12,752 $3.45M 0.87% +113 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: 13,498 shares; 2024Q4: 13,714 shares; 2025Q1: 14,207 shares; 2025Q2: 14,456 shares; 2025Q3: 14,816 shares; 2025Q4: 14,999 shares; 2026Q1: 15,292 shares; 2026Q2: 15,434 shares 15,434 $3.44M 0.87% +142 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: 7,033 shares; 2024Q4: 7,117 shares; 2025Q1: 8,118 shares; 2025Q2: 8,763 shares; 2025Q3: 10,818 shares; 2025Q4: 11,309 shares; 2026Q1: 13,389 shares; 2026Q2: 14,098 shares 14,098 $3.36M 0.85% +709 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: 12,938 shares; 2024Q4: 13,526 shares; 2025Q1: 14,140 shares; 2025Q2: 14,753 shares; 2025Q3: 15,909 shares; 2025Q4: 16,184 shares; 2026Q1: 17,581 shares; 2026Q2: 18,051 shares 18,051 $3.34M 0.84% +470 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,726 shares; 2024Q4: 7,966 shares; 2025Q1: 8,409 shares; 2025Q2: 8,922 shares; 2025Q3: 15,573 shares; 2025Q4: 15,852 shares; 2026Q1: 15,748 shares; 2026Q2: 16,085 shares 16,085 $3.33M 0.84% +337 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,675 shares; 2024Q4: 6,676 shares; 2025Q1: 6,764 shares; 2025Q2: 7,221 shares; 2025Q3: 8,204 shares; 2025Q4: 8,040 shares; 2026Q1: 7,943 shares; 2026Q2: 7,920 shares 7,920 $3.29M 0.83% -23 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: 9,719 shares; 2024Q4: 9,844 shares; 2025Q1: 10,395 shares; 2025Q2: 10,537 shares; 2025Q3: 10,965 shares; 2025Q4: 10,725 shares; 2026Q1: 6,363 shares; 2026Q2: 6,339 shares 6,339 $3.23M 0.81% -24 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: 2,070,428 shares; 2024Q4: 19,054 shares; 2025Q1: 19,106 shares; 2025Q2: 19,934 shares; 2025Q3: 20,075 shares; 2025Q4: 20,457 shares; 2026Q1: 21,770 shares; 2026Q2: 22,492 shares 22,492 $3.22M 0.81% +722 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,843 shares; 2024Q4: 95,534 shares; 2025Q1: 99,167 shares; 2025Q2: 101,939 shares; 2025Q3: 107,221 shares; 2025Q4: 108,782 shares; 2026Q1: 114,458 shares; 2026Q2: 118,509 shares 118,509 $3.15M 0.79% +4,051 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: 2,478,487 shares; 2024Q4: 34,446 shares; 2025Q1: 33,838 shares; 2025Q2: 34,563 shares; 2025Q3: 34,520 shares; 2025Q4: 35,013 shares; 2026Q1: 37,957 shares; 2026Q2: 38,189 shares 38,189 $3.1M 0.78% +232 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,052 shares; 2024Q4: 27,110 shares; 2025Q1: 32,317 shares; 2025Q2: 34,012 shares; 2025Q3: 42,648 shares; 2025Q4: 44,463 shares; 2026Q1: 51,633 shares; 2026Q2: 53,539 shares 53,539 $3.02M 0.76% +1,906 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: 166 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: not reported; 2026Q1: 28,270 shares; 2026Q2: 30,670 shares 30,670 $3.01M 0.76% +2,400 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,781 shares; 2024Q4: 222,209 shares; 2025Q1: 220,819 shares; 2025Q2: 226,179 shares; 2025Q3: 228,126 shares; 2025Q4: 229,043 shares; 2026Q1: 231,745 shares; 2026Q2: 229,452 shares 229,452 $2.97M 0.75% -2,293 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338,885 shares; 2024Q4: 89,283 shares; 2025Q1: 97,119 shares; 2025Q2: 108,673 shares; 2025Q3: 128,924 shares; 2025Q4: 131,707 shares; 2026Q1: 145,833 shares; 2026Q2: 151,332 shares 151,332 $2.89M 0.73% +5,499 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,489 shares; 2024Q4: 11,711 shares; 2025Q1: 11,988 shares; 2025Q2: 11,933 shares; 2025Q3: 11,991 shares; 2025Q4: 12,003 shares; 2026Q1: 16,022 shares; 2026Q2: 16,140 shares 16,140 $2.73M 0.69% +118 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,777 shares; 2024Q4: 149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149 shares; 2025Q4: not reported; 2026Q1: 4,124 shares; 2026Q2: 4,334 shares 4,334 $2.67M 0.67% +210 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 722 shares; 2025Q1: 13,288 shares; 2025Q2: 14,552 shares; 2025Q3: 18,452 shares; 2025Q4: 18,589 shares; 2026Q1: 19,376 shares; 2026Q2: 19,688 shares 19,688 $2.67M 0.67% +312 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,286 shares; 2026Q1: 43,090 shares; 2026Q2: 42,173 shares 42,173 $2.54M 0.64% -917 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: 2,067 shares; 2024Q4: 2,250 shares; 2025Q1: 2,687 shares; 2025Q2: 3,190 shares; 2025Q3: 3,235 shares; 2025Q4: 3,232 shares; 2026Q1: 3,298 shares; 2026Q2: 3,370 shares 3,370 $2.52M 0.63% +72 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230,436 shares; 2024Q4: 101,780 shares; 2025Q1: 103,390 shares; 2025Q2: 105,907 shares; 2025Q3: 107,177 shares; 2025Q4: 103,377 shares; 2026Q1: 106,598 shares; 2026Q2: 107,894 shares 107,894 $2.4M 0.61% +1,296 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: 5,050 shares; 2024Q4: 5,115 shares; 2025Q1: 5,187 shares; 2025Q2: 5,189 shares; 2025Q3: 5,205 shares; 2025Q4: 5,195 shares; 2026Q1: 6,597 shares; 2026Q2: 6,777 shares 6,777 $2.4M 0.6% +180 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: 1,850,292 shares; 2024Q4: 11,548 shares; 2025Q1: 11,778 shares; 2025Q2: 12,212 shares; 2025Q3: 12,848 shares; 2025Q4: 12,916 shares; 2026Q1: 12,683 shares; 2026Q2: 12,993 shares 12,993 $2.33M 0.59% +310 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,191 shares; 2024Q4: 17,672 shares; 2025Q1: 18,229 shares; 2025Q2: 18,176 shares; 2025Q3: 18,412 shares; 2025Q4: 18,341 shares; 2026Q1: 19,122 shares; 2026Q2: 19,402 shares 19,402 $2.27M 0.57% +280 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,190 shares; 2025Q4: 12,887 shares; 2026Q1: 16,395 shares; 2026Q2: 17,650 shares 17,650 $2.18M 0.55% +1,255 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,306 shares; 2024Q4: 3,382 shares; 2025Q1: 3,798 shares; 2025Q2: 3,822 shares; 2025Q3: 3,971 shares; 2025Q4: 3,966 shares; 2026Q1: 4,246 shares; 2026Q2: 4,252 shares 4,252 $2.17M 0.55% +6 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: 48,175 shares; 2024Q4: 48,261 shares; 2025Q1: 46,960 shares; 2025Q2: 46,755 shares; 2025Q3: 45,664 shares; 2025Q4: 44,609 shares; 2026Q1: 42,927 shares; 2026Q2: 42,675 shares 42,675 $2.13M 0.54% -252 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: 6,899 shares; 2024Q4: 6,847 shares; 2025Q1: 6,952 shares; 2025Q2: 7,007 shares; 2025Q3: 6,625 shares; 2025Q4: 6,531 shares; 2026Q1: 6,970 shares; 2026Q2: 7,046 shares 7,046 $2.1M 0.53% +76 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,311 shares; 2024Q4: 26,096 shares; 2025Q1: 25,903 shares; 2025Q2: 26,653 shares; 2025Q3: 25,334 shares; 2025Q4: 25,287 shares; 2026Q1: 24,268 shares; 2026Q2: 24,359 shares 24,359 $2.06M 0.52% +91 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: 5,168 shares; 2024Q4: 5,031 shares; 2025Q1: 5,514 shares; 2025Q2: 5,676 shares; 2025Q3: 5,723 shares; 2025Q4: 5,638 shares; 2026Q1: 5,748 shares; 2026Q2: 5,739 shares 5,739 $2.02M 0.51% -9 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,952 shares; 2024Q4: 26,561 shares; 2025Q1: 26,982 shares; 2025Q2: 26,582 shares; 2025Q3: 24,787 shares; 2025Q4: 24,517 shares; 2026Q1: 25,602 shares; 2026Q2: 25,721 shares 25,721 $2.02M 0.51% +119 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: 4,029 shares; 2024Q4: 4,141 shares; 2025Q1: 4,481 shares; 2025Q2: 4,645 shares; 2025Q3: 5,478 shares; 2025Q4: 5,596 shares; 2026Q1: 5,820 shares; 2026Q2: 5,847 shares 5,847 $2.01M 0.51% +27 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876,286 shares; 2024Q4: 191,011 shares; 2025Q1: 194,050 shares; 2025Q2: 203,337 shares; 2025Q3: 212,771 shares; 2025Q4: 214,454 shares; 2026Q1: 216,222 shares; 2026Q2: 221,488 shares 221,488 $1.9M 0.48% +5,266 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,688 shares; 2024Q4: 30,145 shares; 2025Q1: 30,261 shares; 2025Q2: 29,151 shares; 2025Q3: 29,134 shares; 2025Q4: 29,003 shares; 2026Q1: 28,624 shares; 2026Q2: 28,644 shares 28,644 $1.8M 0.45% +20 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: 12,551 shares; 2024Q4: 12,881 shares; 2025Q1: 15,005 shares; 2025Q2: 16,275 shares; 2025Q3: 18,136 shares; 2025Q4: 18,910 shares; 2026Q1: 19,871 shares; 2026Q2: 20,399 shares 20,399 $1.79M 0.45% +528 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: 24,317 shares; 2024Q4: 24,709 shares; 2025Q1: 25,254 shares; 2025Q2: 27,321 shares; 2025Q3: 28,369 shares; 2025Q4: 29,048 shares; 2026Q1: 29,313 shares; 2026Q2: 29,033 shares 29,033 $1.75M 0.44% -280 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079,521 shares; 2024Q4: 30,981 shares; 2025Q1: 31,072 shares; 2025Q2: 31,957 shares; 2025Q3: 36,799 shares; 2025Q4: 36,783 shares; 2026Q1: 46,040 shares; 2026Q2: 47,997 shares 47,997 $1.75M 0.44% +1,957 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: 1,552,054 shares; 2024Q4: 3,412 shares; 2025Q1: 3,459 shares; 2025Q2: 3,494 shares; 2025Q3: 3,506 shares; 2025Q4: 3,505 shares; 2026Q1: 3,508 shares; 2026Q2: 3,496 shares 3,496 $1.75M 0.44% -12 Timeline FDIS 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: 15,491 shares; 2024Q4: 15,576 shares; 2025Q1: 16,135 shares; 2025Q2: 16,339 shares; 2025Q3: 16,565 shares; 2025Q4: 16,552 shares; 2026Q1: 16,206 shares; 2026Q2: 16,343 shares 16,343 $1.68M 0.42% +137 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: 392 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: 1,055 shares; 2025Q3: 1,783 shares; 2025Q4: 1,803 shares; 2026Q1: 2,164 shares; 2026Q2: 2,279 shares 2,279 $1.68M 0.42% +115 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,298 shares; 2024Q4: 16,747 shares; 2025Q1: 17,139 shares; 2025Q2: 17,784 shares; 2025Q3: 20,944 shares; 2025Q4: 21,007 shares; 2026Q1: 21,821 shares; 2026Q2: 22,013 shares 22,013 $1.67M 0.42% +192 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: 143 shares; 2024Q4: 318 shares; 2025Q1: 5,694 shares; 2025Q2: 6,379 shares; 2025Q3: 11,220 shares; 2025Q4: 11,873 shares; 2026Q1: 13,782 shares; 2026Q2: 13,583 shares 13,583 $1.61M 0.4% -199 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: 3,558 shares; 2024Q4: 3,688 shares; 2025Q1: 3,931 shares; 2025Q2: 4,384 shares; 2025Q3: 4,567 shares; 2025Q4: 4,517 shares; 2026Q1: 4,480 shares; 2026Q2: 4,413 shares 4,413 $1.56M 0.39% -67 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,648 shares; 2025Q2: 5,072 shares; 2025Q3: 6,265 shares; 2025Q4: 7,020 shares; 2026Q1: 9,293 shares; 2026Q2: 9,398 shares 9,398 $1.55M 0.39% +105 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,637 shares; 2024Q4: 39,805 shares; 2025Q1: 40,129 shares; 2025Q2: 39,577 shares; 2025Q3: 39,154 shares; 2025Q4: 38,591 shares; 2026Q1: 19,748 shares; 2026Q2: 19,219 shares 19,219 $1.5M 0.38% -529 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,551 shares; 2024Q4: 5,557 shares; 2025Q1: 5,406 shares; 2025Q2: 5,627 shares; 2025Q3: 5,844 shares; 2025Q4: 5,969 shares; 2026Q1: 6,069 shares; 2026Q2: 6,190 shares 6,190 $1.47M 0.37% +121 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,426 shares; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,899 shares; 2025Q4: 7,142 shares; 2026Q1: 8,604 shares; 2026Q2: 9,403 shares 9,403 $1.45M 0.37% +799 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: 2,516 shares; 2024Q4: 2,609 shares; 2025Q1: 2,975 shares; 2025Q2: 3,360 shares; 2025Q3: 3,584 shares; 2025Q4: 3,564 shares; 2026Q1: 3,951 shares; 2026Q2: 4,278 shares 4,278 $1.45M 0.36% +327 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,162 shares; 2025Q4: 7,421 shares; 2026Q1: 8,404 shares; 2026Q2: 8,401 shares 8,401 $1.43M 0.36% -3 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,746 shares; 2024Q4: 33,552 shares; 2025Q1: 32,860 shares; 2025Q2: 33,096 shares; 2025Q3: 35,106 shares; 2025Q4: 35,520 shares; 2026Q1: 36,540 shares; 2026Q2: 36,375 shares 36,375 $1.4M 0.35% -165 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: 1,823 shares; 2024Q4: 1,923 shares; 2025Q1: 1,970 shares; 2025Q2: 2,053 shares; 2025Q3: 2,150 shares; 2025Q4: 2,102 shares; 2026Q1: 2,135 shares; 2026Q2: 2,178 shares 2,178 $1.4M 0.35% +43 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: 39,605 shares; 2024Q4: 38,845 shares; 2025Q1: 39,879 shares; 2025Q2: 41,612 shares; 2025Q3: 45,977 shares; 2025Q4: 46,380 shares; 2026Q1: 53,979 shares; 2026Q2: 57,903 shares 57,903 $1.39M 0.35% +3,924 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: 11,096 shares; 2024Q4: 11,241 shares; 2025Q1: 11,297 shares; 2025Q2: 12,232 shares; 2025Q3: 12,128 shares; 2025Q4: 12,077 shares; 2026Q1: 11,729 shares; 2026Q2: 24,438 shares 24,438 $1.37M 0.35% +12,709 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: 115,094 shares; 2024Q4: 606 shares; 2025Q1: 2,189 shares; 2025Q2: 2,638 shares; 2025Q3: 4,049 shares; 2025Q4: 4,151 shares; 2026Q1: 4,706 shares; 2026Q2: 4,969 shares 4,969 $1.23M 0.31% +263 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: 893,459 shares; 2024Q4: 3,693 shares; 2025Q1: 3,806 shares; 2025Q2: 3,929 shares; 2025Q3: 3,931 shares; 2025Q4: 3,849 shares; 2026Q1: 3,803 shares; 2026Q2: 3,840 shares 3,840 $1.21M 0.3% +37 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,103 shares; 2024Q4: 9,128 shares; 2025Q1: 9,858 shares; 2025Q2: 10,688 shares; 2025Q3: 11,196 shares; 2025Q4: 11,207 shares; 2026Q1: 10,924 shares; 2026Q2: 11,055 shares 11,055 $1.19M 0.3% +131 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255,483 shares; 2024Q4: 33,487 shares; 2025Q1: 33,322 shares; 2025Q2: 32,181 shares; 2025Q3: 32,518 shares; 2025Q4: 31,919 shares; 2026Q1: 31,449 shares; 2026Q2: 30,334 shares 30,334 $1.16M 0.29% -1,115 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: 338,935 shares; 2024Q4: 377 shares; 2025Q1: 262 shares; 2025Q2: 277 shares; 2025Q3: 844 shares; 2025Q4: 824 shares; 2026Q1: 1,189 shares; 2026Q2: 1,243 shares 1,243 $1.15M 0.29% +54 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: 570,364 shares; 2024Q4: 5,274 shares; 2025Q1: 6,047 shares; 2025Q2: 6,812 shares; 2025Q3: 7,450 shares; 2025Q4: 7,934 shares; 2026Q1: 8,263 shares; 2026Q2: 8,385 shares 8,385 $1.15M 0.29% +122 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: 6,228 shares; 2024Q4: 6,318 shares; 2025Q1: 6,305 shares; 2025Q2: 6,992 shares; 2025Q3: 7,087 shares; 2025Q4: 7,128 shares; 2026Q1: 7,093 shares; 2026Q2: 6,951 shares 6,951 $1.09M 0.27% -142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: not reported; 2026Q1: 12,162 shares; 2026Q2: 12,451 shares 12,451 $1.06M 0.27% +289 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,509 shares; 2024Q4: 270,390 shares; 2025Q1: 270,067 shares; 2025Q2: 271,778 shares; 2025Q3: 272,327 shares; 2025Q4: 277,703 shares; 2026Q1: 279,433 shares; 2026Q2: 285,886 shares 285,886 $1.04M 0.26% +6,453 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,940 shares; 2024Q4: 451 shares; 2025Q1: 441 shares; 2025Q2: 455 shares; 2025Q3: 631 shares; 2025Q4: 618 shares; 2026Q1: 951 shares; 2026Q2: 975 shares 975 $1.02M 0.26% +24 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: 25,490 shares; 2024Q4: 25,601 shares; 2025Q1: 24,094 shares; 2025Q2: 24,261 shares; 2025Q3: 16,711 shares; 2025Q4: 15,804 shares; 2026Q1: 6,814 shares; 2026Q2: 6,699 shares 6,699 $982K 0.25% -115 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 748 shares; 2025Q1: not reported; 2025Q2: 4,083 shares; 2025Q3: 4,886 shares; 2025Q4: 5,333 shares; 2026Q1: 6,194 shares; 2026Q2: 6,412 shares 6,412 $955K 0.24% +218 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,863 shares; 2026Q2: 16,986 shares 16,986 $943K 0.24% +2,123 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,637 shares; 2024Q4: 34,028 shares; 2025Q1: 33,952 shares; 2025Q2: 33,297 shares; 2025Q3: 7,790 shares; 2025Q4: 7,826 shares; 2026Q1: 7,713 shares; 2026Q2: 7,748 shares 7,748 $941K 0.24% +35 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: 996 shares; 2024Q4: 1,041 shares; 2025Q1: 1,078 shares; 2025Q2: 1,147 shares; 2025Q3: 1,196 shares; 2025Q4: 1,224 shares; 2026Q1: 1,306 shares; 2026Q2: 1,356 shares 1,356 $931K 0.23% +50 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,466 shares; 2024Q4: 12,840 shares; 2025Q1: 14,923 shares; 2025Q2: 15,197 shares; 2025Q3: 19,535 shares; 2025Q4: 19,360 shares; 2026Q1: 19,676 shares; 2026Q2: 19,834 shares 19,834 $923K 0.23% +158 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: 50,129 shares; 2024Q4: 48,497 shares; 2025Q1: 46,782 shares; 2025Q2: 47,319 shares; 2025Q3: 47,549 shares; 2025Q4: 47,848 shares; 2026Q1: 49,525 shares; 2026Q2: 49,491 shares 49,491 $887K 0.22% -34 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: 854,484 shares; 2024Q4: 2,048 shares; 2025Q1: 1,927 shares; 2025Q2: 1,892 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,357 shares; 2026Q2: 1,360 shares 1,360 $863K 0.22% +3 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,363 shares; 2024Q4: 3,747 shares; 2025Q1: 4,533 shares; 2025Q2: 4,863 shares; 2025Q3: 5,150 shares; 2025Q4: 5,030 shares; 2026Q1: 5,649 shares; 2026Q2: 5,886 shares 5,886 $818K 0.21% +237 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: not reported; 2026Q1: 9,241 shares; 2026Q2: 10,196 shares 10,196 $804K 0.2% +955 Timeline FHLC 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: 13,811 shares; 2024Q4: 13,521 shares; 2025Q1: 11,998 shares; 2025Q2: 11,764 shares; 2025Q3: 10,319 shares; 2025Q4: 10,325 shares; 2026Q1: 10,435 shares; 2026Q2: 10,329 shares 10,329 $798K 0.2% -106 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: 1,423 shares; 2024Q4: 1,330 shares; 2025Q1: 1,385 shares; 2025Q2: 1,492 shares; 2025Q3: 1,643 shares; 2025Q4: 1,604 shares; 2026Q1: 1,503 shares; 2026Q2: 1,587 shares 1,587 $795K 0.2% +84 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,076 shares; 2025Q2: 1,065 shares; 2025Q3: 830 shares; 2025Q4: 806 shares; 2026Q1: 809 shares; 2026Q2: 799 shares 799 $767K 0.19% -10 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: 405 shares; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 952 shares; 2025Q4: 1,086 shares; 2026Q1: 1,253 shares; 2026Q2: 1,251 shares 1,251 $727K 0.18% -2 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,467 shares; 2025Q2: 1,501 shares; 2025Q3: 2,636 shares; 2025Q4: 2,668 shares; 2026Q1: 2,603 shares; 2026Q2: 2,580 shares 2,580 $711K 0.18% -23 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: 19,129 shares; 2024Q4: 20,286 shares; 2025Q1: 25,402 shares; 2025Q2: 28,496 shares; 2025Q3: 31,853 shares; 2025Q4: 32,417 shares; 2026Q1: 31,035 shares; 2026Q2: 31,270 shares 31,270 $669K 0.17% +235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,826 shares; 2026Q2: 3,672 shares 3,672 $616K 0.16% +846 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 2,871 shares; 2025Q1: 2,877 shares; 2025Q2: 2,832 shares; 2025Q3: 2,834 shares; 2025Q4: 2,828 shares; 2026Q1: 2,836 shares; 2026Q2: 2,842 shares 2,842 $605K 0.15% +6 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 5,603 shares; 2025Q1: 5,432 shares; 2025Q2: 5,359 shares; 2025Q3: 5,265 shares; 2025Q4: 5,233 shares; 2026Q1: 5,238 shares; 2026Q2: 5,228 shares 5,228 $601K 0.15% -10 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: 1,623 shares; 2024Q4: 1,844 shares; 2025Q1: 1,588 shares; 2025Q2: 1,561 shares; 2025Q3: 1,568 shares; 2025Q4: 3,120 shares; 2026Q1: 3,157 shares; 2026Q2: 3,148 shares 3,148 $600K 0.15% -9 Timeline WELLS FARGO & CO 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: 506 shares; 2024Q4: 508 shares; 2025Q1: 506 shares; 2025Q2: 514 shares; 2025Q3: 510 shares; 2025Q4: 508 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $585K 0.15% 0 LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,023 shares; 2024Q4: 10,028 shares; 2025Q1: 9,376 shares; 2025Q2: 9,376 shares; 2025Q3: 9,276 shares; 2025Q4: 9,276 shares; 2026Q1: 9,276 shares; 2026Q2: 9,276 shares 9,276 $573K 0.14% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,586 shares; 2026Q1: 1,728 shares; 2026Q2: 2,037 shares 2,037 $570K 0.14% +309 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,401 shares; 2024Q4: 64,746 shares; 2025Q1: 62,585 shares; 2025Q2: 62,028 shares; 2025Q3: 58,489 shares; 2025Q4: 59,076 shares; 2026Q1: 59,837 shares; 2026Q2: 59,871 shares 59,871 $552K 0.14% +34 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: 571,160 shares; 2024Q4: 14,142 shares; 2025Q1: 14,100 shares; 2025Q2: 14,139 shares; 2025Q3: 9,777 shares; 2025Q4: 9,796 shares; 2026Q1: 9,638 shares; 2026Q2: 9,664 shares 9,664 $551K 0.14% +26 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,851 shares; 2026Q2: 6,025 shares 6,025 $550K 0.14% +174 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: 816 shares; 2024Q4: 791 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735 shares; 2025Q4: not reported; 2026Q1: 733 shares; 2026Q2: 730 shares 730 $528K 0.13% -3 Timeline FIDU 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: 3,517 shares; 2024Q4: 3,565 shares; 2025Q1: 3,598 shares; 2025Q2: 3,821 shares; 2025Q3: 4,278 shares; 2025Q4: 4,397 shares; 2026Q1: 4,620 shares; 2026Q2: 4,963 shares 4,963 $494K 0.12% +343 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,989 shares; 2024Q4: 11,656 shares; 2025Q1: 13,140 shares; 2025Q2: 13,454 shares; 2025Q3: 12,274 shares; 2025Q4: 11,390 shares; 2026Q1: 9,536 shares; 2026Q2: 8,976 shares 8,976 $474K 0.12% -560 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: 21,740 shares; 2024Q4: 21,816 shares; 2025Q1: 12,844 shares; 2025Q2: 12,881 shares; 2025Q3: 9,568 shares; 2025Q4: 9,584 shares; 2026Q1: 9,846 shares; 2026Q2: 9,871 shares 9,871 $469K 0.12% +25 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,707 shares; 2024Q4: 2,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: not reported; 2026Q1: 15,867 shares; 2026Q2: 19,550 shares 19,550 $469K 0.12% +3,683 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,257 shares; 2024Q4: 37,610 shares; 2025Q1: 37,738 shares; 2025Q2: 37,394 shares; 2025Q3: 35,793 shares; 2025Q4: 32,663 shares; 2026Q1: 32,638 shares; 2026Q2: 32,888 shares 32,888 $463K 0.12% +250 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,204 shares; 2024Q4: 6,109 shares; 2025Q1: 5,918 shares; 2025Q2: 5,979 shares; 2025Q3: 5,188 shares; 2025Q4: 5,182 shares; 2026Q1: 4,922 shares; 2026Q2: 4,934 shares 4,934 $452K 0.11% +12 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,725 shares; 2024Q4: 12,619 shares; 2025Q1: 10,374 shares; 2025Q2: 10,153 shares; 2025Q3: 3,954 shares; 2025Q4: 3,648 shares; 2026Q1: 3,437 shares; 2026Q2: 3,447 shares 3,447 $435K 0.11% +10 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,043 shares; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,156 shares; 2025Q4: 1,151 shares; 2026Q1: 1,298 shares; 2026Q2: 1,444 shares 1,444 $412K 0.1% +146 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: not reported; 2025Q1: not reported; 2025Q2: 7,895 shares; 2025Q3: 8,657 shares; 2025Q4: 7,967 shares; 2026Q1: 13,770 shares; 2026Q2: 13,472 shares 13,472 $395K 0.1% -298 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: not reported; 2024Q4: 5,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,846 shares; 2025Q4: 7,118 shares; 2026Q1: 8,928 shares; 2026Q2: 11,002 shares 11,002 $372K 0.09% +2,074 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,095 shares; 2025Q2: 959 shares; 2025Q3: 964 shares; 2025Q4: 1,005 shares; 2026Q1: 1,019 shares; 2026Q2: 950 shares 950 $350K 0.09% -69 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: 38 shares; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 676 shares; 2026Q1: 712 shares; 2026Q2: 721 shares 721 $344K 0.09% +9 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,907 shares; 2025Q1: 18,334 shares; 2025Q2: 15,364 shares; 2025Q3: 15,995 shares; 2025Q4: 16,789 shares; 2026Q1: 17,746 shares; 2026Q2: 17,746 shares 17,746 $343K 0.09% 0 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: 659 shares; 2024Q4: 668 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612 shares; 2025Q4: not reported; 2026Q1: 927 shares; 2026Q2: 1,128 shares 1,128 $342K 0.09% +201 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: 25 shares; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,428 shares; 2026Q1: 1,998 shares; 2026Q2: 2,070 shares 2,070 $328K 0.08% +72 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,104 shares; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 7,603 shares; 2025Q4: 7,555 shares; 2026Q1: 8,197 shares; 2026Q2: 8,504 shares 8,504 $327K 0.08% +307 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: 418 shares; 2024Q4: 414 shares; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 635 shares; 2025Q4: 652 shares; 2026Q1: 682 shares; 2026Q2: 776 shares 776 $326K 0.08% +94 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,013 shares; 2025Q4: 2,012 shares; 2026Q1: 2,013 shares; 2026Q2: 2,013 shares 2,013 $322K 0.08% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,714 shares; 2024Q4: 3,735 shares; 2025Q1: 3,757 shares; 2025Q2: 3,779 shares; 2025Q3: 3,806 shares; 2025Q4: 3,831 shares; 2026Q1: 3,856 shares; 2026Q2: 3,882 shares 3,882 $321K 0.08% +26 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,933 shares; 2024Q4: 4,907 shares; 2025Q1: 4,719 shares; 2025Q2: 4,898 shares; 2025Q3: 4,689 shares; 2025Q4: 4,688 shares; 2026Q1: 4,750 shares; 2026Q2: 5,104 shares 5,104 $298K 0.08% +354 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: 466 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 539 shares; 2025Q4: 547 shares; 2026Q1: 547 shares; 2026Q2: 548 shares 548 $281K 0.07% +1 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,813 shares 24,813 $276K 0.07% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322 shares; 2024Q4: 1,327 shares; 2025Q1: 1,261 shares; 2025Q2: 1,266 shares; 2025Q3: 1,238 shares; 2025Q4: 1,240 shares; 2026Q1: 1,245 shares; 2026Q2: 1,250 shares 1,250 $276K 0.07% +5 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 10,166 shares; 2025Q1: 10,474 shares; 2025Q2: 10,520 shares; 2025Q3: 10,489 shares; 2025Q4: 10,009 shares; 2026Q1: 2,333 shares; 2026Q2: 2,313 shares 2,313 $273K 0.07% -20 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: 4,774 shares; 2024Q4: 5,174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,174 shares; 2025Q4: 5,223 shares; 2026Q1: 5,250 shares; 2026Q2: 5,040 shares 5,040 $269K 0.07% -210 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,896 shares; 2024Q4: 29,804 shares; 2025Q1: 29,650 shares; 2025Q2: 27,935 shares; 2025Q3: 16,645 shares; 2025Q4: 16,939 shares; 2026Q1: 15,258 shares; 2026Q2: 15,000 shares 15,000 $268K 0.07% -258 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: 124,370 shares; 2024Q4: 319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $267K 0.07% new 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: 60 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: not reported; 2026Q1: 2,118 shares; 2026Q2: 2,281 shares 2,281 $266K 0.07% +163 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 5,702 shares; 2025Q1: 5,750 shares; 2025Q2: 5,808 shares; 2025Q3: 5,860 shares; 2025Q4: 5,913 shares; 2026Q1: 5,972 shares; 2026Q2: 6,026 shares 6,026 $263K 0.07% +54 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: 657,607 shares; 2024Q4: 1,284 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: not reported; 2026Q2: 678 shares 678 $262K 0.07% new Timeline FSTA 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: 4,540 shares; 2024Q4: 4,532 shares; 2025Q1: 4,632 shares; 2025Q2: 4,849 shares; 2025Q3: 5,069 shares; 2025Q4: 5,001 shares; 2026Q1: 4,928 shares; 2026Q2: 4,952 shares 4,952 $260K 0.07% +24 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,326 shares; 2025Q4: 1,259 shares; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $257K 0.06% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $226K 0.06% new 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: 616 shares; 2024Q4: 589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $206K 0.05% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,032 shares; 2024Q4: 7,316 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,058 shares; 2025Q4: 11,060 shares; 2026Q1: 11,064 shares; 2026Q2: 11,068 shares 11,068 $162K 0.04% +4 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,212 shares; 2024Q4: 20,623 shares; 2025Q1: 20,836 shares; 2025Q2: 20,863 shares; 2025Q3: 10,672 shares; 2025Q4: 10,925 shares; 2026Q1: 11,052 shares; 2026Q2: 11,253 shares 11,253 $136K 0.03% +201 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,272 shares; 2024Q4: 22,493 shares; 2025Q1: 16,638 shares; 2025Q2: 16,794 shares; 2025Q3: 16,320 shares; 2025Q4: 16,471 shares; 2026Q1: 16,622 shares; 2026Q2: 16,776 shares 16,776 $104K 0.03% +154 Timeline