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: 139,819 shares; 2024Q4: 135,964 shares; 2025Q1: 133,533 shares; 2025Q2: 129,193 shares; 2025Q3: 133,398 shares; 2025Q4: 134,881 shares; 2026Q1: 141,970 shares; 2026Q2: 150,229 shares 150,229 $112M 4.78% +8,259 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: 209,312 shares; 2024Q4: 202,738 shares; 2025Q1: 196,397 shares; 2025Q2: 261,926 shares; 2025Q3: 263,073 shares; 2025Q4: 268,739 shares; 2026Q1: 258,178 shares; 2026Q2: 253,635 shares 253,635 $73.4M 3.12% -4,543 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: 258,850 shares; 2024Q4: 261,976 shares; 2025Q1: 287,817 shares; 2025Q2: 341,398 shares; 2025Q3: 336,867 shares; 2025Q4: 344,765 shares; 2026Q1: 348,730 shares; 2026Q2: 344,578 shares 344,578 $68.9M 2.93% -4,152 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 542,497 shares; 2026Q2: 704,858 shares 704,858 $51.1M 2.18% +162,361 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008,985 shares; 2025Q4: 1,000,919 shares; 2026Q1: 1,010,459 shares; 2026Q2: 764,100 shares 764,100 $49M 2.09% -246,359 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: 41,823 shares; 2024Q4: 41,831 shares; 2025Q1: 46,878 shares; 2025Q2: 46,108 shares; 2025Q3: 47,975 shares; 2025Q4: 48,965 shares; 2026Q1: 61,365 shares; 2026Q2: 63,332 shares 63,332 $46.7M 1.99% +1,967 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,397 shares; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 3,071 shares; 2025Q3: 111,655 shares; 2025Q4: 771,578 shares; 2026Q1: 836,733 shares; 2026Q2: 943,765 shares 943,765 $43.4M 1.85% +107,032 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: 82,808 shares; 2024Q4: 90,727 shares; 2025Q1: 97,619 shares; 2025Q2: 90,660 shares; 2025Q3: 97,717 shares; 2025Q4: 104,617 shares; 2026Q1: 107,306 shares; 2026Q2: 108,104 shares 108,104 $40.3M 1.72% +798 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,656 shares; 2026Q2: 168,695 shares 168,695 $38.6M 1.64% -13,961 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG 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: 3,498,201 shares 3,498,201 $37.2M 1.58% new 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: 113,404 shares; 2024Q4: 109,411 shares; 2025Q1: 115,038 shares; 2025Q2: 115,447 shares; 2025Q3: 115,422 shares; 2025Q4: 124,317 shares; 2026Q1: 111,085 shares; 2026Q2: 104,929 shares 104,929 $37.1M 1.58% -6,156 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: 101,902 shares; 2024Q4: 98,584 shares; 2025Q1: 99,672 shares; 2025Q2: 98,187 shares; 2025Q3: 121,448 shares; 2025Q4: 136,042 shares; 2026Q1: 139,680 shares; 2026Q2: 138,869 shares 138,869 $33.1M 1.41% -811 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 321,220 shares; 2025Q2: 634,107 shares; 2025Q3: 501,699 shares; 2025Q4: 1,144,732 shares; 2026Q1: 2,278,237 shares; 2026Q2: 1,327,218 shares 1,327,218 $32.5M 1.38% -951,019 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,111 shares; 2024Q4: 278,998 shares; 2025Q1: 437,980 shares; 2025Q2: 463,799 shares; 2025Q3: 508,081 shares; 2025Q4: 535,418 shares; 2026Q1: 577,056 shares; 2026Q2: 664,602 shares 664,602 $31.1M 1.32% +87,546 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: 98,988 shares; 2024Q4: 117,542 shares; 2025Q1: 119,539 shares; 2025Q2: 121,996 shares; 2025Q3: 121,516 shares; 2025Q4: 120,652 shares; 2026Q1: 117,979 shares; 2026Q2: 116,193 shares 116,193 $29.5M 1.26% -1,786 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446,510 shares; 2026Q2: 978,219 shares 978,219 $29.3M 1.25% +531,709 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: 86,509 shares; 2024Q4: 87,211 shares; 2025Q1: 86,210 shares; 2025Q2: 87,967 shares; 2025Q3: 87,254 shares; 2025Q4: 84,514 shares; 2026Q1: 82,423 shares; 2026Q2: 80,658 shares 80,658 $28.8M 1.23% -1,765 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,559,701 shares; 2026Q2: 4,159,167 shares 4,159,167 $27.2M 1.16% +1,599,466 Timeline FTCB 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: 1,028,242 shares; 2025Q2: 1,010,024 shares; 2025Q3: 1,046,708 shares; 2025Q4: 1,066,949 shares; 2026Q1: 1,159,598 shares; 2026Q2: 1,204,179 shares 1,204,179 $25.1M 1.07% +44,581 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV 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: 626,414 shares 626,414 $24.4M 1.04% new 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: 229,330 shares; 2024Q4: 237,341 shares; 2025Q1: 287,580 shares; 2025Q2: 289,048 shares; 2025Q3: 299,298 shares; 2025Q4: 303,721 shares; 2026Q1: 286,474 shares; 2026Q2: 296,008 shares 296,008 $24M 1.02% +9,534 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: 289,168 shares; 2024Q4: 303,738 shares; 2025Q1: 345,022 shares; 2025Q2: 340,428 shares; 2025Q3: 358,519 shares; 2025Q4: 363,141 shares; 2026Q1: 418,897 shares; 2026Q2: 445,468 shares 445,468 $22.5M 0.96% +26,571 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: 26,056 shares; 2024Q4: 25,379 shares; 2025Q1: 27,245 shares; 2025Q2: 27,768 shares; 2025Q3: 28,580 shares; 2025Q4: 33,656 shares; 2026Q1: 36,139 shares; 2026Q2: 39,322 shares 39,322 $22.1M 0.94% +3,183 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,062 shares; 2024Q4: 301,062 shares; 2025Q1: 301,062 shares; 2025Q2: not reported; 2025Q3: 300,957 shares; 2025Q4: 302,957 shares; 2026Q1: 253,436 shares; 2026Q2: 253,136 shares 253,136 $20.3M 0.86% -300 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: 532,293 shares; 2024Q4: 532,743 shares; 2025Q1: 533,746 shares; 2025Q2: 407,339 shares; 2025Q3: 444,143 shares; 2025Q4: 511,793 shares; 2026Q1: 408,476 shares; 2026Q2: 368,863 shares 368,863 $19.6M 0.83% -39,613 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,329 shares; 2024Q4: 280,579 shares; 2025Q1: 303,909 shares; 2025Q2: 306,311 shares; 2025Q3: 318,017 shares; 2025Q4: 327,495 shares; 2026Q1: 339,904 shares; 2026Q2: 362,470 shares 362,470 $19.4M 0.83% +22,566 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: 47,649 shares; 2024Q4: 48,169 shares; 2025Q1: 50,223 shares; 2025Q2: 35,951 shares; 2025Q3: 28,213 shares; 2025Q4: 26,407 shares; 2026Q1: 29,297 shares; 2026Q2: 26,491 shares 26,491 $19.2M 0.82% -2,806 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: 24,109 shares; 2024Q4: 21,585 shares; 2025Q1: 21,450 shares; 2025Q2: 25,481 shares; 2025Q3: 25,273 shares; 2025Q4: 25,311 shares; 2026Q1: 25,115 shares; 2026Q2: 24,935 shares 24,935 $18.7M 0.79% -180 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: 60,787 shares; 2024Q4: 82,839 shares; 2025Q1: 79,311 shares; 2025Q2: 80,259 shares; 2025Q3: 73,207 shares; 2025Q4: 73,833 shares; 2026Q1: 75,560 shares; 2026Q2: 72,077 shares 72,077 $18.1M 0.77% -3,483 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: 140,120 shares; 2025Q1: 168,097 shares; 2025Q2: 63,520 shares; 2025Q3: 45,613 shares; 2025Q4: 54,040 shares; 2026Q1: 41,477 shares; 2026Q2: 40,793 shares 40,793 $17.7M 0.75% -684 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: 385,241 shares; 2024Q4: 390,347 shares; 2025Q1: 414,522 shares; 2025Q2: 416,736 shares; 2025Q3: 430,566 shares; 2025Q4: 434,710 shares; 2026Q1: 386,211 shares; 2026Q2: 404,553 shares 404,553 $17.5M 0.74% +18,342 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: 126,597 shares; 2024Q4: 123,213 shares; 2025Q1: 135,540 shares; 2025Q2: 134,785 shares; 2025Q3: 182,355 shares; 2025Q4: 120,204 shares; 2026Q1: 124,128 shares; 2026Q2: 109,573 shares 109,573 $16.8M 0.72% -14,555 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,434 shares; 2026Q1: 142,357 shares; 2026Q2: 150,776 shares 150,776 $16.8M 0.72% +8,419 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: 100,674 shares; 2024Q4: 102,635 shares; 2025Q1: 102,577 shares; 2025Q2: 102,270 shares; 2025Q3: 102,375 shares; 2025Q4: 102,072 shares; 2026Q1: 102,157 shares; 2026Q2: 102,279 shares 102,279 $16.6M 0.7% +122 Timeline JMBS 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: 148,738 shares; 2024Q4: 165,506 shares; 2025Q1: 243,270 shares; 2025Q2: 252,172 shares; 2025Q3: 267,500 shares; 2025Q4: 280,807 shares; 2026Q1: 311,683 shares; 2026Q2: 356,418 shares 356,418 $16.1M 0.68% +44,735 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: 128,995 shares; 2024Q4: 148,833 shares; 2025Q1: 141,119 shares; 2025Q2: 144,115 shares; 2025Q3: 146,778 shares; 2025Q4: 141,542 shares; 2026Q1: 129,898 shares; 2026Q2: 116,769 shares 116,769 $16M 0.68% -13,129 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,987,882 shares 1,987,882 $15.7M 0.67% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,557 shares; 2026Q1: 153,576 shares; 2026Q2: 169,449 shares 169,449 $15.6M 0.66% +15,873 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,254,008 shares; 2025Q1: 3,016,593 shares; 2025Q2: 4,027,045 shares; 2025Q3: 3,650,674 shares; 2025Q4: 2,848,883 shares; 2026Q1: 1,097,934 shares; 2026Q2: 584,239 shares 584,239 $15.6M 0.66% -513,695 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: 107,216 shares; 2024Q4: 106,845 shares; 2025Q1: 139,123 shares; 2025Q2: 138,044 shares; 2025Q3: 140,447 shares; 2025Q4: 143,922 shares; 2026Q1: 130,979 shares; 2026Q2: 132,979 shares 132,979 $15.3M 0.65% +2,000 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: 58,248 shares; 2024Q4: 55,399 shares; 2025Q1: 51,876 shares; 2025Q2: 50,329 shares; 2025Q3: 47,418 shares; 2025Q4: 46,647 shares; 2026Q1: 46,422 shares; 2026Q2: 46,612 shares 46,612 $15.3M 0.65% +190 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: 39,774 shares; 2024Q4: 50,954 shares; 2025Q1: 51,115 shares; 2025Q2: 51,844 shares; 2025Q3: 53,739 shares; 2025Q4: 53,817 shares; 2026Q1: 52,741 shares; 2026Q2: 58,802 shares 58,802 $15M 0.64% +6,061 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: 68,074 shares; 2024Q4: 91,548 shares; 2025Q1: 208,701 shares; 2025Q2: 206,378 shares; 2025Q3: 212,434 shares; 2025Q4: 206,354 shares; 2026Q1: 185,239 shares; 2026Q2: 202,032 shares 202,032 $14.4M 0.61% +16,793 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: 14,863 shares; 2024Q4: 15,082 shares; 2025Q1: 14,719 shares; 2025Q2: 16,037 shares; 2025Q3: 15,694 shares; 2025Q4: 15,549 shares; 2026Q1: 19,107 shares; 2026Q2: 12,163 shares 12,163 $14M 0.6% -6,944 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 165,500 shares; 2025Q1: 245,247 shares; 2025Q2: 251,454 shares; 2025Q3: 260,332 shares; 2025Q4: 264,462 shares; 2026Q1: 279,318 shares; 2026Q2: 287,723 shares 287,723 $13.9M 0.59% +8,405 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: 18,363 shares; 2024Q4: 19,723 shares; 2025Q1: 22,071 shares; 2025Q2: 24,236 shares; 2025Q3: 28,016 shares; 2025Q4: 60,325 shares; 2026Q1: 69,184 shares; 2026Q2: 71,882 shares 71,882 $13.7M 0.58% +2,698 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: 14,537 shares; 2024Q4: 15,005 shares; 2025Q1: 17,010 shares; 2025Q2: 17,898 shares; 2025Q3: 18,078 shares; 2025Q4: 18,465 shares; 2026Q1: 18,979 shares; 2026Q2: 19,196 shares 19,196 $13.2M 0.56% +217 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,199 shares; 2024Q4: 104,507 shares; 2025Q1: 107,900 shares; 2025Q2: 116,080 shares; 2025Q3: 122,671 shares; 2025Q4: 126,865 shares; 2026Q1: 145,017 shares; 2026Q2: 147,160 shares 147,160 $12.9M 0.55% +2,143 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: 7,752 shares; 2024Q4: 10,532 shares; 2025Q1: 11,190 shares; 2025Q2: 10,870 shares; 2025Q3: 12,283 shares; 2025Q4: 12,167 shares; 2026Q1: 11,837 shares; 2026Q2: 10,622 shares 10,622 $12.7M 0.54% -1,215 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: 57,166 shares; 2024Q4: 51,766 shares; 2025Q1: 48,219 shares; 2025Q2: 46,016 shares; 2025Q3: 36,126 shares; 2025Q4: 35,204 shares; 2026Q1: 35,544 shares; 2026Q2: 35,457 shares 35,457 $12.2M 0.52% -87 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,020 shares; 2024Q4: 200,985 shares; 2025Q1: 215,897 shares; 2025Q2: 213,074 shares; 2025Q3: 220,438 shares; 2025Q4: 224,997 shares; 2026Q1: 221,303 shares; 2026Q2: 228,117 shares 228,117 $12.1M 0.51% +6,814 Timeline JSI 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: 89,843 shares; 2024Q4: 96,871 shares; 2025Q1: 140,709 shares; 2025Q2: 149,415 shares; 2025Q3: 167,997 shares; 2025Q4: 180,654 shares; 2026Q1: 201,736 shares; 2026Q2: 234,335 shares 234,335 $12M 0.51% +32,599 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,288 shares; 2024Q4: 133,222 shares; 2025Q1: 143,541 shares; 2025Q2: 144,814 shares; 2025Q3: 152,710 shares; 2025Q4: 157,014 shares; 2026Q1: 151,555 shares; 2026Q2: 159,268 shares 159,268 $11.9M 0.51% +7,713 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,758 shares; 2024Q4: 10,383 shares; 2025Q1: 182,839 shares; 2025Q2: 188,415 shares; 2025Q3: 205,827 shares; 2025Q4: 216,780 shares; 2026Q1: 243,577 shares; 2026Q2: 259,027 shares 259,027 $11.2M 0.48% +15,450 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: 30,098 shares; 2024Q4: 31,703 shares; 2025Q1: 34,463 shares; 2025Q2: 35,260 shares; 2025Q3: 34,238 shares; 2025Q4: 34,291 shares; 2026Q1: 30,611 shares; 2026Q2: 31,465 shares 31,465 $11.1M 0.47% +854 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: 37,949 shares; 2024Q4: 36,842 shares; 2025Q1: 40,225 shares; 2025Q2: 40,013 shares; 2025Q3: 39,722 shares; 2025Q4: 33,513 shares; 2026Q1: 33,199 shares; 2026Q2: 36,839 shares 36,839 $11.1M 0.47% +3,640 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: 3,865 shares; 2024Q4: 3,610 shares; 2025Q1: 4,246 shares; 2025Q2: 5,213 shares; 2025Q3: 6,647 shares; 2025Q4: 13,153 shares; 2026Q1: 17,847 shares; 2026Q2: 14,067 shares 14,067 $10.7M 0.46% -3,780 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,934 shares; 2024Q4: 14,828 shares; 2025Q1: 16,663 shares; 2025Q2: 16,955 shares; 2025Q3: 18,315 shares; 2025Q4: 18,900 shares; 2026Q1: 18,120 shares; 2026Q2: 20,346 shares 20,346 $10.4M 0.44% +2,226 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: 3,721 shares; 2024Q4: 4,063 shares; 2025Q1: 95,510 shares; 2025Q2: 95,131 shares; 2025Q3: 99,530 shares; 2025Q4: 102,549 shares; 2026Q1: 110,644 shares; 2026Q2: 114,095 shares 114,095 $10.3M 0.44% +3,451 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 725,249 shares 725,249 $10.1M 0.43% new 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: 23,799 shares; 2024Q4: 22,719 shares; 2025Q1: 25,406 shares; 2025Q2: 34,424 shares; 2025Q3: 36,100 shares; 2025Q4: 35,889 shares; 2026Q1: 41,759 shares; 2026Q2: 33,570 shares 33,570 $10M 0.43% -8,189 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: 18,573 shares; 2024Q4: 18,847 shares; 2025Q1: 19,252 shares; 2025Q2: 19,505 shares; 2025Q3: 20,041 shares; 2025Q4: 19,691 shares; 2026Q1: 19,628 shares; 2026Q2: 116,065 shares 116,065 $10M 0.43% +96,437 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: 16,554 shares; 2024Q4: 16,302 shares; 2025Q1: 20,924 shares; 2025Q2: 22,663 shares; 2025Q3: 23,790 shares; 2025Q4: 21,772 shares; 2026Q1: 22,893 shares; 2026Q2: 23,676 shares 23,676 $9.96M 0.42% +783 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: 9,879 shares; 2024Q4: 11,920 shares; 2025Q1: 12,714 shares; 2025Q2: 12,523 shares; 2025Q3: 14,674 shares; 2025Q4: 15,306 shares; 2026Q1: 14,326 shares; 2026Q2: 15,414 shares 15,414 $9.79M 0.42% +1,088 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: 59,076 shares; 2024Q4: 57,306 shares; 2025Q1: 57,568 shares; 2025Q2: 54,447 shares; 2025Q3: 52,086 shares; 2025Q4: 59,505 shares; 2026Q1: 64,225 shares; 2026Q2: 64,003 shares 64,003 $9.38M 0.4% -222 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: 7,665 shares; 2024Q4: 9,264 shares; 2025Q1: 10,250 shares; 2025Q2: 10,130 shares; 2025Q3: 9,275 shares; 2025Q4: 9,388 shares; 2026Q1: 9,349 shares; 2026Q2: 8,810 shares 8,810 $8.91M 0.38% -539 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: 16,907 shares; 2024Q4: 17,676 shares; 2025Q1: 17,222 shares; 2025Q2: 17,743 shares; 2025Q3: 17,312 shares; 2025Q4: 17,194 shares; 2026Q1: 17,379 shares; 2026Q2: 17,403 shares 17,403 $8.73M 0.37% +24 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: 48,227 shares; 2024Q4: 55,448 shares; 2025Q1: 51,474 shares; 2025Q2: 48,821 shares; 2025Q3: 50,072 shares; 2025Q4: 51,255 shares; 2026Q1: 49,403 shares; 2026Q2: 51,691 shares 51,691 $8.57M 0.36% +2,288 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: 39,573 shares; 2024Q4: 40,244 shares; 2025Q1: 39,296 shares; 2025Q2: 39,272 shares; 2025Q3: 38,716 shares; 2025Q4: 38,188 shares; 2026Q1: 37,866 shares; 2026Q2: 37,841 shares 37,841 $8.25M 0.35% -25 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: 47,775 shares; 2024Q4: 48,623 shares; 2025Q1: 47,684 shares; 2025Q2: 47,480 shares; 2025Q3: 49,092 shares; 2025Q4: 69,262 shares; 2026Q1: 67,968 shares; 2026Q2: 71,899 shares 71,899 $8.14M 0.35% +3,931 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,213 shares; 2024Q4: 64,419 shares; 2025Q1: 79,829 shares; 2025Q2: 89,813 shares; 2025Q3: 107,583 shares; 2025Q4: 153,138 shares; 2026Q1: 167,702 shares; 2026Q2: 176,838 shares 176,838 $8.09M 0.34% +9,136 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 7,511 shares; 2025Q1: 7,639 shares; 2025Q2: 7,974 shares; 2025Q3: 7,898 shares; 2025Q4: 7,810 shares; 2026Q1: 7,327 shares; 2026Q2: 7,518 shares 7,518 $8.01M 0.34% +191 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: 55,071 shares; 2024Q4: 64,014 shares; 2025Q1: 66,646 shares; 2025Q2: 66,807 shares; 2025Q3: 66,325 shares; 2025Q4: 65,583 shares; 2026Q1: 66,750 shares; 2026Q2: 67,799 shares 67,799 $7.91M 0.34% +1,049 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: 38,374 shares; 2024Q4: 44,626 shares; 2025Q1: 45,362 shares; 2025Q2: 50,144 shares; 2025Q3: 53,691 shares; 2025Q4: 52,364 shares; 2026Q1: 51,776 shares; 2026Q2: 57,842 shares 57,842 $7.83M 0.33% +6,066 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: 26,274 shares; 2024Q4: 27,754 shares; 2025Q1: 27,687 shares; 2025Q2: 27,003 shares; 2025Q3: 26,835 shares; 2025Q4: 26,518 shares; 2026Q1: 26,345 shares; 2026Q2: 26,314 shares 26,314 $7.71M 0.33% -31 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: 23,498 shares; 2024Q4: 23,728 shares; 2025Q1: 23,713 shares; 2025Q2: 26,027 shares; 2025Q3: 25,418 shares; 2025Q4: 24,491 shares; 2026Q1: 25,076 shares; 2026Q2: 25,045 shares 25,045 $7.59M 0.32% -31 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: 7,390 shares; 2024Q4: 7,471 shares; 2025Q1: 6,868 shares; 2025Q2: 7,030 shares; 2025Q3: 7,290 shares; 2025Q4: 7,339 shares; 2026Q1: 7,798 shares; 2026Q2: 7,866 shares 7,866 $7.36M 0.31% +68 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,481 shares; 2024Q4: 15,392 shares; 2025Q1: 15,961 shares; 2025Q2: 59,894 shares; 2025Q3: 53,154 shares; 2025Q4: 53,202 shares; 2026Q1: 42,533 shares; 2026Q2: 37,203 shares 37,203 $7.19M 0.31% -5,330 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: 19,866 shares; 2024Q4: 21,256 shares; 2025Q1: 20,557 shares; 2025Q2: 20,842 shares; 2025Q3: 20,804 shares; 2025Q4: 18,632 shares; 2026Q1: 18,651 shares; 2026Q2: 19,222 shares 19,222 $7.18M 0.31% +571 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,402 shares; 2024Q4: 20,814 shares; 2025Q1: 20,614 shares; 2025Q2: 20,699 shares; 2025Q3: 20,837 shares; 2025Q4: 20,759 shares; 2026Q1: 33,877 shares; 2026Q2: 37,022 shares 37,022 $7.02M 0.3% +3,145 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: 50,554 shares; 2024Q4: 50,082 shares; 2025Q1: 48,785 shares; 2025Q2: 52,323 shares; 2025Q3: 53,049 shares; 2025Q4: 53,400 shares; 2026Q1: 54,101 shares; 2026Q2: 54,242 shares 54,242 $6.98M 0.3% +141 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 4,970 shares; 2025Q1: 3,519 shares; 2025Q2: 3,714 shares; 2025Q3: 3,565 shares; 2025Q4: 2,921 shares; 2026Q1: 5,662 shares; 2026Q2: 5,683 shares 5,683 $6.68M 0.28% +21 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,455 shares; 2024Q4: 12,895 shares; 2025Q1: 13,352 shares; 2025Q2: 12,645 shares; 2025Q3: 12,863 shares; 2025Q4: 12,783 shares; 2026Q1: 13,150 shares; 2026Q2: 12,927 shares 12,927 $6.47M 0.28% -223 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: 158,772 shares; 2024Q4: 159,902 shares; 2025Q1: 150,249 shares; 2025Q2: 148,616 shares; 2025Q3: 147,771 shares; 2025Q4: 142,911 shares; 2026Q1: 135,500 shares; 2026Q2: 133,727 shares 133,727 $6.44M 0.27% -1,773 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: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,760 shares; 2025Q2: 2,213 shares; 2025Q3: 9,700 shares; 2025Q4: 12,061 shares; 2026Q1: 12,388 shares; 2026Q2: 12,250 shares 12,250 $6.31M 0.27% -138 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: 33,302 shares; 2024Q4: 34,853 shares; 2025Q1: 34,650 shares; 2025Q2: 34,899 shares; 2025Q3: 34,508 shares; 2025Q4: 41,743 shares; 2026Q1: 42,324 shares; 2026Q2: 41,979 shares 41,979 $6.16M 0.26% -345 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,976 shares; 2024Q4: 162,750 shares; 2025Q1: 177,056 shares; 2025Q2: 178,814 shares; 2025Q3: 195,521 shares; 2025Q4: 202,823 shares; 2026Q1: 116,556 shares; 2026Q2: 119,596 shares 119,596 $6.05M 0.26% +3,040 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: 42,205 shares; 2024Q4: 63,052 shares; 2025Q1: 69,892 shares; 2025Q2: 71,039 shares; 2025Q3: 71,336 shares; 2025Q4: 70,700 shares; 2026Q1: 72,078 shares; 2026Q2: 71,959 shares 71,959 $6.03M 0.26% -119 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: 78,757 shares; 2024Q4: 98,036 shares; 2025Q1: 96,475 shares; 2025Q2: 97,324 shares; 2025Q3: 96,276 shares; 2025Q4: 89,296 shares; 2026Q1: 89,434 shares; 2026Q2: 100,382 shares 100,382 $5.99M 0.25% +10,948 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: 111,217 shares; 2024Q4: 123,327 shares; 2025Q1: 153,581 shares; 2025Q2: 158,768 shares; 2025Q3: 159,567 shares; 2025Q4: 164,854 shares; 2026Q1: 165,330 shares; 2026Q2: 163,848 shares 163,848 $5.99M 0.25% -1,482 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: 6,193 shares; 2024Q4: 5,960 shares; 2025Q1: 4,594 shares; 2025Q2: 4,576 shares; 2025Q3: 4,781 shares; 2025Q4: 50,873 shares; 2026Q1: 68,837 shares; 2026Q2: 82,647 shares 82,647 $5.9M 0.25% +13,810 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,027 shares; 2024Q4: 52,106 shares; 2025Q1: 49,176 shares; 2025Q2: 42,614 shares; 2025Q3: 43,116 shares; 2025Q4: 43,667 shares; 2026Q1: 45,743 shares; 2026Q2: 39,941 shares 39,941 $5.83M 0.25% -5,802 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,670 shares; 2024Q4: 5,780 shares; 2025Q1: 7,585 shares; 2025Q2: 7,514 shares; 2025Q3: 6,526 shares; 2025Q4: 7,114 shares; 2026Q1: 5,674 shares; 2026Q2: 5,138 shares 5,138 $5.82M 0.25% -536 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: 21,381 shares; 2024Q4: 23,305 shares; 2025Q1: 20,246 shares; 2025Q2: 19,600 shares; 2025Q3: 20,272 shares; 2025Q4: 20,116 shares; 2026Q1: 20,341 shares; 2026Q2: 20,558 shares 20,558 $5.78M 0.25% +217 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: 1,228,527 shares; 2024Q4: 997,448 shares; 2025Q1: 160,129 shares; 2025Q2: 139,190 shares; 2025Q3: 140,113 shares; 2025Q4: 131,631 shares; 2026Q1: 137,947 shares; 2026Q2: 131,498 shares 131,498 $5.73M 0.24% -6,449 Timeline PSLV 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: 271,820 shares; 2024Q4: 336,046 shares; 2025Q1: 334,557 shares; 2025Q2: 337,393 shares; 2025Q3: 375,509 shares; 2025Q4: 365,063 shares; 2026Q1: 240,335 shares; 2026Q2: 302,878 shares 302,878 $5.72M 0.24% +62,543 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: 207,048 shares; 2024Q4: 169,550 shares; 2025Q1: 134,894 shares; 2025Q2: 146,730 shares; 2025Q3: 123,255 shares; 2025Q4: 119,493 shares; 2026Q1: 115,092 shares; 2026Q2: 134,759 shares 134,759 $5.71M 0.24% +19,667 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: 20,144 shares; 2024Q4: 19,955 shares; 2025Q1: 19,116 shares; 2025Q2: 15,263 shares; 2025Q3: 15,644 shares; 2025Q4: 16,025 shares; 2026Q1: 15,286 shares; 2026Q2: 15,253 shares 15,253 $5.62M 0.24% -33 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,300 shares; 2025Q1: 12,175 shares; 2025Q2: 13,070 shares; 2025Q3: 17,326 shares; 2025Q4: 19,736 shares; 2026Q1: 20,211 shares; 2026Q2: 19,661 shares 19,661 $5.53M 0.24% -550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,468 shares; 2026Q2: 31,274 shares 31,274 $5.52M 0.23% +1,806 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: 24,398 shares; 2024Q4: 28,373 shares; 2025Q1: 28,254 shares; 2025Q2: 28,974 shares; 2025Q3: 29,216 shares; 2025Q4: 29,048 shares; 2026Q1: 29,713 shares; 2026Q2: 29,375 shares 29,375 $5.43M 0.23% -338 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: 13,883 shares; 2024Q4: 13,853 shares; 2025Q1: 11,341 shares; 2025Q2: 11,599 shares; 2025Q3: 11,934 shares; 2025Q4: 11,835 shares; 2026Q1: 10,847 shares; 2026Q2: 10,952 shares 10,952 $5.23M 0.22% +105 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: 19,452 shares; 2024Q4: 20,282 shares; 2025Q1: 19,972 shares; 2025Q2: 19,970 shares; 2025Q3: 20,021 shares; 2025Q4: 19,746 shares; 2026Q1: 19,534 shares; 2026Q2: 19,336 shares 19,336 $5.23M 0.22% -198 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: 23,375 shares; 2024Q4: 40,410 shares; 2025Q1: 38,839 shares; 2025Q2: 38,290 shares; 2025Q3: 44,816 shares; 2025Q4: 50,106 shares; 2026Q1: 81,937 shares; 2026Q2: 55,785 shares 55,785 $5.11M 0.22% -26,152 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: 58,583 shares; 2024Q4: 59,751 shares; 2025Q1: 59,562 shares; 2025Q2: 58,871 shares; 2025Q3: 59,690 shares; 2025Q4: 58,658 shares; 2026Q1: 58,006 shares; 2026Q2: 57,346 shares 57,346 $5.03M 0.21% -660 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: 18,599 shares; 2024Q4: 18,631 shares; 2025Q1: 18,713 shares; 2025Q2: 18,670 shares; 2025Q3: 18,670 shares; 2025Q4: 18,383 shares; 2026Q1: 18,397 shares; 2026Q2: 16,493 shares 16,493 $4.92M 0.21% -1,904 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,102 shares; 2024Q4: 12,483 shares; 2025Q1: 13,548 shares; 2025Q2: 13,848 shares; 2025Q3: 15,049 shares; 2025Q4: 15,709 shares; 2026Q1: 11,743 shares; 2026Q2: 12,040 shares 12,040 $4.9M 0.21% +297 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: 9,029 shares; 2024Q4: 14,146 shares; 2025Q1: 14,279 shares; 2025Q2: 14,202 shares; 2025Q3: 15,123 shares; 2025Q4: 15,170 shares; 2026Q1: 15,035 shares; 2026Q2: 60,235 shares 60,235 $4.85M 0.21% +45,200 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: 12,663 shares; 2024Q4: 10,920 shares; 2025Q1: 10,779 shares; 2025Q2: 10,998 shares; 2025Q3: 10,709 shares; 2025Q4: 17,929 shares; 2026Q1: 15,389 shares; 2026Q2: 15,094 shares 15,094 $4.73M 0.2% -295 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: 19,037 shares; 2024Q4: 32,529 shares; 2025Q1: 34,767 shares; 2025Q2: 36,850 shares; 2025Q3: 30,420 shares; 2025Q4: 30,257 shares; 2026Q1: 26,932 shares; 2026Q2: 21,075 shares 21,075 $4.7M 0.2% -5,857 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: 42,303 shares; 2024Q4: 42,260 shares; 2025Q1: 42,077 shares; 2025Q2: 39,664 shares; 2025Q3: 42,342 shares; 2025Q4: 36,554 shares; 2026Q1: 36,136 shares; 2026Q2: 33,445 shares 33,445 $4.67M 0.2% -2,691 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: 23,379 shares; 2024Q4: 7,611 shares; 2025Q1: 7,646 shares; 2025Q2: 9,463 shares; 2025Q3: 9,696 shares; 2025Q4: 9,619 shares; 2026Q1: 9,522 shares; 2026Q2: 25,701 shares 25,701 $4.65M 0.2% +16,179 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: 980 shares; 2024Q4: 1,944 shares; 2025Q1: 1,852 shares; 2025Q2: 1,769 shares; 2025Q3: 2,303 shares; 2025Q4: 13,561 shares; 2026Q1: 20,594 shares; 2026Q2: 13,357 shares 13,357 $4.56M 0.19% -7,237 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: 69,674 shares; 2024Q4: 46,388 shares; 2025Q1: 39,912 shares; 2025Q2: 41,430 shares; 2025Q3: 44,794 shares; 2025Q4: 43,001 shares; 2026Q1: 44,062 shares; 2026Q2: 62,988 shares 62,988 $4.55M 0.19% +18,926 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: 4,156 shares; 2025Q1: 3,545 shares; 2025Q2: 3,503 shares; 2025Q3: 4,504 shares; 2025Q4: 4,529 shares; 2026Q1: 4,538 shares; 2026Q2: 4,522 shares 4,522 $4.35M 0.19% -16 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,364 shares; 2024Q4: 41,709 shares; 2025Q1: 47,371 shares; 2025Q2: 38,622 shares; 2025Q3: 42,917 shares; 2025Q4: 44,149 shares; 2026Q1: 36,712 shares; 2026Q2: 39,427 shares 39,427 $4.27M 0.18% +2,715 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: 452,585 shares; 2024Q4: 416,736 shares; 2025Q1: 99,047 shares; 2025Q2: 96,234 shares; 2025Q3: 94,357 shares; 2025Q4: 95,995 shares; 2026Q1: 77,539 shares; 2026Q2: 92,711 shares 92,711 $4.15M 0.18% +15,172 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: 6,341 shares; 2024Q4: 6,469 shares; 2025Q1: 7,622 shares; 2025Q2: 7,863 shares; 2025Q3: 9,075 shares; 2025Q4: 8,957 shares; 2026Q1: 9,972 shares; 2026Q2: 10,901 shares 10,901 $4.12M 0.18% +929 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: 6,693 shares; 2024Q4: 5,860 shares; 2025Q1: 4,859 shares; 2025Q2: 6,788 shares; 2025Q3: 6,999 shares; 2025Q4: 7,034 shares; 2026Q1: 7,453 shares; 2026Q2: 7,088 shares 7,088 $4.12M 0.18% -365 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: 58,203 shares; 2024Q4: 59,586 shares; 2025Q1: 59,610 shares; 2025Q2: 54,149 shares; 2025Q3: 60,794 shares; 2025Q4: 65,981 shares; 2026Q1: 71,196 shares; 2026Q2: 75,594 shares 75,594 $4.05M 0.17% +4,398 Timeline BILS 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: 16,957 shares; 2024Q4: 20,590 shares; 2025Q1: 37,292 shares; 2025Q2: 40,011 shares; 2025Q3: 31,694 shares; 2025Q4: 43,272 shares; 2026Q1: 44,408 shares; 2026Q2: 40,770 shares 40,770 $4.05M 0.17% -3,638 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: 33,004 shares; 2024Q4: 39,675 shares; 2025Q1: 40,148 shares; 2025Q2: 39,930 shares; 2025Q3: 37,065 shares; 2025Q4: 36,896 shares; 2026Q1: 35,706 shares; 2026Q2: 34,431 shares 34,431 $4.04M 0.17% -1,275 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: 34,354 shares; 2024Q4: 46,373 shares; 2025Q1: 44,645 shares; 2025Q2: 43,647 shares; 2025Q3: 43,765 shares; 2025Q4: 43,479 shares; 2026Q1: 43,175 shares; 2026Q2: 44,331 shares 44,331 $4.02M 0.17% +1,156 Timeline SMIG 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: 328,516 shares; 2024Q4: 334,410 shares; 2025Q1: 331,955 shares; 2025Q2: 336,554 shares; 2025Q3: 353,085 shares; 2025Q4: 348,299 shares; 2026Q1: 147,123 shares; 2026Q2: 120,600 shares 120,600 $3.96M 0.17% -26,523 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: 18,963 shares; 2024Q4: 22,911 shares; 2025Q1: 23,935 shares; 2025Q2: 35,945 shares; 2025Q3: 31,969 shares; 2025Q4: 11,730 shares; 2026Q1: 10,489 shares; 2026Q2: 9,398 shares 9,398 $3.91M 0.17% -1,091 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: 2,361 shares; 2024Q4: 2,426 shares; 2025Q1: 2,524 shares; 2025Q2: 5,621 shares; 2025Q3: 5,648 shares; 2025Q4: 5,635 shares; 2026Q1: 5,540 shares; 2026Q2: 15,684 shares 15,684 $3.9M 0.17% +10,144 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943,536 shares; 2024Q4: 207,637 shares; 2025Q1: 185,933 shares; 2025Q2: 170,492 shares; 2025Q3: 151,980 shares; 2025Q4: 152,233 shares; 2026Q1: 134,108 shares; 2026Q2: 164,703 shares 164,703 $3.89M 0.17% +30,595 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: 96,974 shares; 2024Q4: 114,695 shares; 2025Q1: 108,895 shares; 2025Q2: 108,399 shares; 2025Q3: 130,322 shares; 2025Q4: 130,522 shares; 2026Q1: 110,852 shares; 2026Q2: 127,327 shares 127,327 $3.84M 0.16% +16,475 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: 50,715 shares; 2024Q4: 65,254 shares; 2025Q1: 67,685 shares; 2025Q2: 75,389 shares; 2025Q3: 80,225 shares; 2025Q4: 80,815 shares; 2026Q1: 80,644 shares; 2026Q2: 80,917 shares 80,917 $3.8M 0.16% +273 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: 157,900 shares; 2024Q4: 174,558 shares; 2025Q1: 206,830 shares; 2025Q2: 214,409 shares; 2025Q3: 226,778 shares; 2025Q4: 235,309 shares; 2026Q1: 86,849 shares; 2026Q2: 61,158 shares 61,158 $3.76M 0.16% -25,691 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: 10,555 shares; 2024Q4: 10,678 shares; 2025Q1: 11,097 shares; 2025Q2: 11,000 shares; 2025Q3: 8,910 shares; 2025Q4: 29,382 shares; 2026Q1: 33,854 shares; 2026Q2: 36,282 shares 36,282 $3.71M 0.16% +2,428 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: 30,620 shares; 2024Q4: 29,903 shares; 2025Q1: 24,142 shares; 2025Q2: 24,730 shares; 2025Q3: 28,271 shares; 2025Q4: 14,484 shares; 2026Q1: 32,350 shares; 2026Q2: 33,323 shares 33,323 $3.67M 0.16% +973 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,761 shares; 2024Q4: 13,036 shares; 2025Q1: 11,431 shares; 2025Q2: 12,353 shares; 2025Q3: 26,370 shares; 2025Q4: 52,374 shares; 2026Q1: 132,596 shares; 2026Q2: 133,481 shares 133,481 $3.65M 0.16% +885 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: 153,709 shares; 2024Q4: 160,450 shares; 2025Q1: 148,075 shares; 2025Q2: 147,691 shares; 2025Q3: 150,209 shares; 2025Q4: 142,250 shares; 2026Q1: 145,531 shares; 2026Q2: 150,761 shares 150,761 $3.63M 0.15% +5,230 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: 1,524 shares; 2024Q4: 3,094 shares; 2025Q1: 3,614 shares; 2025Q2: 6,833 shares; 2025Q3: 8,428 shares; 2025Q4: 10,960 shares; 2026Q1: 11,339 shares; 2026Q2: 10,066 shares 10,066 $3.57M 0.15% -1,273 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: 15,713 shares; 2024Q4: 17,366 shares; 2025Q1: 13,479 shares; 2025Q2: 1,667 shares; 2025Q3: 1,622 shares; 2025Q4: 13,571 shares; 2026Q1: 15,858 shares; 2026Q2: 12,883 shares 12,883 $3.55M 0.15% -2,975 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,799 shares; 2024Q4: 4,386 shares; 2025Q1: 4,109 shares; 2025Q2: 3,339 shares; 2025Q3: 3,201 shares; 2025Q4: 3,102 shares; 2026Q1: 4,901 shares; 2026Q2: 6,184 shares 6,184 $3.47M 0.15% +1,283 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,998 shares; 2024Q4: 421,833 shares; 2025Q1: 376,312 shares; 2025Q2: 368,672 shares; 2025Q3: 380,376 shares; 2025Q4: 383,771 shares; 2026Q1: 299,164 shares; 2026Q2: 408,858 shares 408,858 $3.45M 0.15% +109,694 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: 34,708 shares; 2024Q4: 31,473 shares; 2025Q1: 25,760 shares; 2025Q2: 25,414 shares; 2025Q3: 22,169 shares; 2025Q4: 20,943 shares; 2026Q1: 19,955 shares; 2026Q2: 16,214 shares 16,214 $3.44M 0.15% -3,741 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: 63,961 shares; 2024Q4: 70,225 shares; 2025Q1: 64,362 shares; 2025Q2: 59,840 shares; 2025Q3: 40,813 shares; 2025Q4: 40,381 shares; 2026Q1: 41,097 shares; 2026Q2: 42,034 shares 42,034 $3.42M 0.15% +937 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: 1,738 shares; 2024Q4: 2,283 shares; 2025Q1: 2,517 shares; 2025Q2: 1,862 shares; 2025Q3: 1,885 shares; 2025Q4: 15,028 shares; 2026Q1: 18,060 shares; 2026Q2: 22,563 shares 22,563 $3.42M 0.15% +4,503 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 11,873 shares; 2025Q1: 12,385 shares; 2025Q2: 13,949 shares; 2025Q3: 15,206 shares; 2025Q4: 15,825 shares; 2026Q1: 9,855 shares; 2026Q2: 10,217 shares 10,217 $3.39M 0.14% +362 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: 13,607 shares; 2024Q4: 11,574 shares; 2025Q1: 10,913 shares; 2025Q2: 10,633 shares; 2025Q3: 17,519 shares; 2025Q4: 21,485 shares; 2026Q1: 20,092 shares; 2026Q2: 21,178 shares 21,178 $3.36M 0.14% +1,086 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: 83,893 shares; 2024Q4: 84,049 shares; 2025Q1: 77,334 shares; 2025Q2: 69,046 shares; 2025Q3: 68,780 shares; 2025Q4: 67,464 shares; 2026Q1: 63,171 shares; 2026Q2: 62,406 shares 62,406 $3.34M 0.14% -765 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,999 shares; 2024Q4: 64,082 shares; 2025Q1: 89,715 shares; 2025Q2: 75,357 shares; 2025Q3: 65,593 shares; 2025Q4: 64,005 shares; 2026Q1: 67,829 shares; 2026Q2: 76,241 shares 76,241 $3.33M 0.14% +8,412 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: 7,680 shares; 2024Q4: 8,603 shares; 2025Q1: 8,494 shares; 2025Q2: 8,510 shares; 2025Q3: 8,510 shares; 2025Q4: 8,420 shares; 2026Q1: 8,326 shares; 2026Q2: 8,350 shares 8,350 $3.32M 0.14% +24 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: 32,064 shares; 2024Q4: 28,873 shares; 2025Q1: 27,143 shares; 2025Q2: 27,188 shares; 2025Q3: 31,074 shares; 2025Q4: 63,498 shares; 2026Q1: 65,125 shares; 2026Q2: 61,794 shares 61,794 $3.28M 0.14% -3,331 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: 18,163 shares; 2024Q4: 20,443 shares; 2025Q1: 20,983 shares; 2025Q2: 23,858 shares; 2025Q3: 24,568 shares; 2025Q4: 24,089 shares; 2026Q1: 24,032 shares; 2026Q2: 24,101 shares 24,101 $3.26M 0.14% +69 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: 8,546 shares; 2024Q4: 7,902 shares; 2025Q1: 7,275 shares; 2025Q2: 7,191 shares; 2025Q3: 6,882 shares; 2025Q4: 6,662 shares; 2026Q1: 6,849 shares; 2026Q2: 6,957 shares 6,957 $3.15M 0.13% +108 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: not reported; 2024Q4: 207 shares; 2025Q1: 278 shares; 2025Q2: 287 shares; 2025Q3: 288 shares; 2025Q4: 1,435 shares; 2026Q1: not reported; 2026Q2: 31,517 shares 31,517 $3.13M 0.13% new 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: 9,476 shares; 2024Q4: 9,604 shares; 2025Q1: 13,861 shares; 2025Q2: 13,123 shares; 2025Q3: 12,841 shares; 2025Q4: 12,731 shares; 2026Q1: 13,289 shares; 2026Q2: 16,367 shares 16,367 $3.12M 0.13% +3,078 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: 4,282 shares; 2024Q4: 4,283 shares; 2025Q1: 4,497 shares; 2025Q2: 4,475 shares; 2025Q3: 4,741 shares; 2025Q4: 28,467 shares; 2026Q1: 30,084 shares; 2026Q2: 33,996 shares 33,996 $3.12M 0.13% +3,912 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: 11,648 shares; 2024Q4: 10,939 shares; 2025Q1: 10,167 shares; 2025Q2: 10,561 shares; 2025Q3: 11,306 shares; 2025Q4: 12,004 shares; 2026Q1: 14,461 shares; 2026Q2: 14,567 shares 14,567 $3.1M 0.13% +106 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,961 shares; 2024Q4: 53,664 shares; 2025Q1: 73,590 shares; 2025Q2: 70,344 shares; 2025Q3: 64,896 shares; 2025Q4: 67,115 shares; 2026Q1: 40,965 shares; 2026Q2: 40,098 shares 40,098 $3.05M 0.13% -867 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: 11,584 shares; 2024Q4: 11,158 shares; 2025Q1: 13,166 shares; 2025Q2: 13,712 shares; 2025Q3: 20,030 shares; 2025Q4: 20,111 shares; 2026Q1: 32,144 shares; 2026Q2: 42,031 shares 42,031 $3.03M 0.13% +9,887 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,589 shares; 2024Q4: 8,355 shares; 2025Q1: 8,715 shares; 2025Q2: 7,008 shares; 2025Q3: 6,659 shares; 2025Q4: 6,311 shares; 2026Q1: 5,851 shares; 2026Q2: 6,613 shares 6,613 $2.98M 0.13% +762 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: 5,303 shares; 2024Q4: 6,612 shares; 2025Q1: 6,362 shares; 2025Q2: 8,109 shares; 2025Q3: 6,503 shares; 2025Q4: 5,912 shares; 2026Q1: 4,942 shares; 2026Q2: 4,783 shares 4,783 $2.98M 0.13% -159 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: 12,097 shares; 2024Q4: 10,632 shares; 2025Q1: 9,786 shares; 2025Q2: 9,654 shares; 2025Q3: 10,062 shares; 2025Q4: 10,968 shares; 2026Q1: 14,515 shares; 2026Q2: 15,979 shares 15,979 $2.96M 0.13% +1,464 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: 72,657 shares; 2024Q4: 72,385 shares; 2025Q1: 69,957 shares; 2025Q2: 70,957 shares; 2025Q3: 71,497 shares; 2025Q4: 51,829 shares; 2026Q1: 48,057 shares; 2026Q2: 47,369 shares 47,369 $2.95M 0.13% -688 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: 7,047 shares; 2024Q4: 7,082 shares; 2025Q1: 7,114 shares; 2025Q2: 6,770 shares; 2025Q3: 5,790 shares; 2025Q4: 5,606 shares; 2026Q1: 16,460 shares; 2026Q2: 18,778 shares 18,778 $2.94M 0.13% +2,318 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,037 shares; 2024Q4: 26,428 shares; 2025Q1: 25,537 shares; 2025Q2: 25,849 shares; 2025Q3: 16,633 shares; 2025Q4: 15,930 shares; 2026Q1: 16,162 shares; 2026Q2: 16,032 shares 16,032 $2.94M 0.12% -130 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,617 shares; 2025Q2: 50,788 shares; 2025Q3: 57,088 shares; 2025Q4: 58,881 shares; 2026Q1: 49,324 shares; 2026Q2: 58,298 shares 58,298 $2.93M 0.12% +8,974 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: 20,851 shares; 2024Q4: 21,430 shares; 2025Q1: 21,636 shares; 2025Q2: 21,697 shares; 2025Q3: 21,836 shares; 2025Q4: 21,616 shares; 2026Q1: 22,410 shares; 2026Q2: 22,551 shares 22,551 $2.84M 0.12% +141 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,137 shares; 2024Q4: 13,995 shares; 2025Q1: 14,143 shares; 2025Q2: 14,271 shares; 2025Q3: 13,679 shares; 2025Q4: 12,786 shares; 2026Q1: 12,724 shares; 2026Q2: 12,846 shares 12,846 $2.83M 0.12% +122 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: 45,140 shares; 2024Q4: 43,358 shares; 2025Q1: 44,136 shares; 2025Q2: 45,199 shares; 2025Q3: 47,266 shares; 2025Q4: 47,284 shares; 2026Q1: 53,279 shares; 2026Q2: 56,596 shares 56,596 $2.82M 0.12% +3,317 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,390 shares; 2024Q4: 18,107 shares; 2025Q1: 29,437 shares; 2025Q2: 25,838 shares; 2025Q3: 27,750 shares; 2025Q4: 27,967 shares; 2026Q1: 28,628 shares; 2026Q2: 36,128 shares 36,128 $2.81M 0.12% +7,500 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,758 shares; 2026Q2: 8,352 shares 8,352 $2.8M 0.12% -406 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: 26,457 shares; 2024Q4: 27,714 shares; 2025Q1: 26,956 shares; 2025Q2: 37,349 shares; 2025Q3: 43,299 shares; 2025Q4: 25,375 shares; 2026Q1: 26,079 shares; 2026Q2: 25,857 shares 25,857 $2.78M 0.12% -222 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: 666 shares; 2024Q4: 619 shares; 2025Q1: 577 shares; 2025Q2: 467 shares; 2025Q3: 453 shares; 2025Q4: 448 shares; 2026Q1: 3,977 shares; 2026Q2: 5,451 shares 5,451 $2.78M 0.12% +1,474 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,686 shares; 2024Q4: 169,119 shares; 2025Q1: 181,834 shares; 2025Q2: 179,380 shares; 2025Q3: 172,653 shares; 2025Q4: 164,221 shares; 2026Q1: 132,317 shares; 2026Q2: 115,488 shares 115,488 $2.74M 0.12% -16,829 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: 10,038 shares; 2024Q4: 10,139 shares; 2025Q1: 10,138 shares; 2025Q2: 10,085 shares; 2025Q3: 10,090 shares; 2025Q4: 10,087 shares; 2026Q1: 10,339 shares; 2026Q2: 10,087 shares 10,087 $2.73M 0.12% -252 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: 10,184 shares; 2024Q4: 12,056 shares; 2025Q1: 11,738 shares; 2025Q2: 11,686 shares; 2025Q3: 10,587 shares; 2025Q4: 10,051 shares; 2026Q1: 9,686 shares; 2026Q2: 9,713 shares 9,713 $2.64M 0.11% +27 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,700 shares; 2025Q1: 91,033 shares; 2025Q2: 107,198 shares; 2025Q3: 126,384 shares; 2025Q4: 148,883 shares; 2026Q1: 163,184 shares; 2026Q2: 182,142 shares 182,142 $2.63M 0.11% +18,958 Timeline FLV 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: 40,153 shares; 2024Q4: 39,017 shares; 2025Q1: 36,305 shares; 2025Q2: 36,016 shares; 2025Q3: 34,979 shares; 2025Q4: 34,606 shares; 2026Q1: 31,873 shares; 2026Q2: 31,966 shares 31,966 $2.6M 0.11% +93 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: 129,474 shares; 2024Q4: 126,671 shares; 2025Q1: 119,637 shares; 2025Q2: 116,497 shares; 2025Q3: 115,835 shares; 2025Q4: 114,188 shares; 2026Q1: 113,406 shares; 2026Q2: 122,433 shares 122,433 $2.53M 0.11% +9,027 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,468 shares; 2024Q4: 45,692 shares; 2025Q1: 46,637 shares; 2025Q2: 50,583 shares; 2025Q3: 51,516 shares; 2025Q4: 48,650 shares; 2026Q1: 51,661 shares; 2026Q2: 48,915 shares 48,915 $2.51M 0.11% -2,746 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: 8,087 shares; 2024Q4: 7,849 shares; 2025Q1: 7,852 shares; 2025Q2: 7,806 shares; 2025Q3: 7,734 shares; 2025Q4: 7,247 shares; 2026Q1: 15,853 shares; 2026Q2: 17,528 shares 17,528 $2.51M 0.11% +1,675 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,715 shares; 2025Q3: 2,717 shares; 2025Q4: 2,719 shares; 2026Q1: 42,825 shares; 2026Q2: 33,061 shares 33,061 $2.5M 0.11% -9,764 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: 8,588 shares; 2024Q4: 8,259 shares; 2025Q1: 8,133 shares; 2025Q2: 8,137 shares; 2025Q3: 8,691 shares; 2025Q4: 8,438 shares; 2026Q1: 8,215 shares; 2026Q2: 8,215 shares 8,215 $2.49M 0.11% 0 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: 44,897 shares; 2024Q4: 44,763 shares; 2025Q1: 42,411 shares; 2025Q2: 43,652 shares; 2025Q3: 43,048 shares; 2025Q4: 41,938 shares; 2026Q1: 41,923 shares; 2026Q2: 43,011 shares 43,011 $2.48M 0.11% +1,088 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: 14,200 shares; 2024Q4: 14,154 shares; 2025Q1: 14,516 shares; 2025Q2: 15,806 shares; 2025Q3: 16,469 shares; 2025Q4: 15,414 shares; 2026Q1: 15,516 shares; 2026Q2: 19,883 shares 19,883 $2.47M 0.11% +4,367 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,058 shares; 2024Q4: 12,883 shares; 2025Q1: 15,985 shares; 2025Q2: 22,516 shares; 2025Q3: 26,389 shares; 2025Q4: 2,411 shares; 2026Q1: 16,530 shares; 2026Q2: 21,535 shares 21,535 $2.46M 0.1% +5,005 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: 2,259 shares; 2024Q4: 2,344 shares; 2025Q1: 2,178 shares; 2025Q2: 2,679 shares; 2025Q3: 2,697 shares; 2025Q4: 2,708 shares; 2026Q1: 3,036 shares; 2026Q2: 6,612 shares 6,612 $2.45M 0.1% +3,576 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: 7,946 shares; 2024Q4: 6,808 shares; 2025Q1: 7,657 shares; 2025Q2: 8,089 shares; 2025Q3: 8,764 shares; 2025Q4: 18,724 shares; 2026Q1: 19,116 shares; 2026Q2: 20,741 shares 20,741 $2.43M 0.1% +1,625 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: 38,510 shares; 2024Q4: 39,410 shares; 2025Q1: 38,199 shares; 2025Q2: 38,194 shares; 2025Q3: 43,005 shares; 2025Q4: 45,090 shares; 2026Q1: 36,322 shares; 2026Q2: 35,319 shares 35,319 $2.42M 0.1% -1,003 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: 14,055 shares; 2024Q4: 14,154 shares; 2025Q1: 14,125 shares; 2025Q2: 14,020 shares; 2025Q3: 14,136 shares; 2025Q4: 13,540 shares; 2026Q1: 13,562 shares; 2026Q2: 13,409 shares 13,409 $2.41M 0.1% -153 Timeline SPDV 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: 50,851 shares; 2024Q4: 51,358 shares; 2025Q1: 54,588 shares; 2025Q2: 55,197 shares; 2025Q3: 56,928 shares; 2025Q4: 58,660 shares; 2026Q1: 59,682 shares; 2026Q2: 61,379 shares 61,379 $2.37M 0.1% +1,697 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: 1,872 shares; 2024Q4: 1,905 shares; 2025Q1: 1,946 shares; 2025Q2: 2,226 shares; 2025Q3: 2,777 shares; 2025Q4: 2,675 shares; 2026Q1: 17,361 shares; 2026Q2: 18,664 shares 18,664 $2.36M 0.1% +1,303 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: 23,362 shares; 2024Q4: 24,072 shares; 2025Q1: 23,939 shares; 2025Q2: 24,181 shares; 2025Q3: 22,450 shares; 2025Q4: 22,014 shares; 2026Q1: 22,070 shares; 2026Q2: 25,306 shares 25,306 $2.34M 0.1% +3,236 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: 1,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,469 shares 48,469 $2.32M 0.1% new 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: 22,916 shares; 2024Q4: 22,886 shares; 2025Q1: 21,646 shares; 2025Q2: 18,860 shares; 2025Q3: 20,605 shares; 2025Q4: 19,761 shares; 2026Q1: 19,676 shares; 2026Q2: 19,685 shares 19,685 $2.32M 0.1% +9 Timeline HELO 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: 103,121 shares; 2024Q4: 115,310 shares; 2025Q1: 123,661 shares; 2025Q2: 126,343 shares; 2025Q3: 138,569 shares; 2025Q4: 41,697 shares; 2026Q1: 36,628 shares; 2026Q2: 34,111 shares 34,111 $2.31M 0.1% -2,517 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: 27,697 shares; 2024Q4: 26,449 shares; 2025Q1: 26,186 shares; 2025Q2: 27,038 shares; 2025Q3: 27,217 shares; 2025Q4: 26,139 shares; 2026Q1: 26,261 shares; 2026Q2: 26,349 shares 26,349 $2.29M 0.1% +88 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: 649 shares; 2024Q4: 696 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 749 shares; 2025Q4: 750 shares; 2026Q1: 754 shares; 2026Q2: 7,592 shares 7,592 $2.29M 0.1% +6,838 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: 5,331 shares; 2024Q4: not reported; 2025Q1: 5,905 shares; 2025Q2: not reported; 2025Q3: 6,924 shares; 2025Q4: 9,088 shares; 2026Q1: 51,553 shares; 2026Q2: 54,802 shares 54,802 $2.26M 0.1% +3,249 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,284 shares; 2025Q4: 1,299 shares; 2026Q1: 11,425 shares; 2026Q2: 14,254 shares 14,254 $2.26M 0.1% +2,829 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: 30,897 shares; 2024Q4: 34,875 shares; 2025Q1: 28,715 shares; 2025Q2: 27,419 shares; 2025Q3: 27,927 shares; 2025Q4: 28,067 shares; 2026Q1: 24,513 shares; 2026Q2: 29,896 shares 29,896 $2.26M 0.1% +5,383 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,642 shares; 2024Q4: 50,210 shares; 2025Q1: 67,589 shares; 2025Q2: 70,154 shares; 2025Q3: 72,531 shares; 2025Q4: 53,793 shares; 2026Q1: 61,120 shares; 2026Q2: 60,609 shares 60,609 $2.23M 0.1% -511 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,935 shares; 2024Q4: 9,792 shares; 2025Q1: 9,784 shares; 2025Q2: 9,803 shares; 2025Q3: 9,920 shares; 2025Q4: 9,623 shares; 2026Q1: 9,576 shares; 2026Q2: 9,933 shares 9,933 $2.23M 0.09% +357 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: 15,083 shares; 2024Q4: 12,626 shares; 2025Q1: 13,360 shares; 2025Q2: 13,576 shares; 2025Q3: 14,579 shares; 2025Q4: 15,783 shares; 2026Q1: 18,517 shares; 2026Q2: 20,665 shares 20,665 $2.21M 0.09% +2,148 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,628 shares; 2025Q2: 192,485 shares; 2025Q3: 157,845 shares; 2025Q4: 152,519 shares; 2026Q1: 106,557 shares; 2026Q2: 143,417 shares 143,417 $2.21M 0.09% +36,860 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 2,169 shares; 2025Q1: 2,098 shares; 2025Q2: 2,216 shares; 2025Q3: 2,295 shares; 2025Q4: 2,161 shares; 2026Q1: 12,985 shares; 2026Q2: 12,349 shares 12,349 $2.17M 0.09% -636 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 9,384 shares; 2025Q1: 9,118 shares; 2025Q2: 9,220 shares; 2025Q3: 9,008 shares; 2025Q4: 8,963 shares; 2026Q1: 8,872 shares; 2026Q2: 8,926 shares 8,926 $2.17M 0.09% +54 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: 90,070 shares; 2024Q4: 90,072 shares; 2025Q1: 90,826 shares; 2025Q2: 91,122 shares; 2025Q3: 89,721 shares; 2025Q4: 88,561 shares; 2026Q1: 89,420 shares; 2026Q2: 87,114 shares 87,114 $2.17M 0.09% -2,306 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: 3,438 shares; 2024Q4: 30,228 shares; 2025Q1: 59,407 shares; 2025Q2: 59,396 shares; 2025Q3: 56,667 shares; 2025Q4: 57,438 shares; 2026Q1: 57,488 shares; 2026Q2: 63,037 shares 63,037 $2.13M 0.09% +5,549 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: 10,085 shares; 2024Q4: 10,085 shares; 2025Q1: 9,875 shares; 2025Q2: 10,076 shares; 2025Q3: 10,280 shares; 2025Q4: 10,078 shares; 2026Q1: 9,581 shares; 2026Q2: 9,537 shares 9,537 $2.13M 0.09% -44 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,789 shares; 2024Q4: 8,789 shares; 2025Q1: 6,741 shares; 2025Q2: 7,017 shares; 2025Q3: 6,785 shares; 2025Q4: 6,574 shares; 2026Q1: 8,725 shares; 2026Q2: 9,254 shares 9,254 $2.12M 0.09% +529 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,965 shares; 2024Q4: 23,171 shares; 2025Q1: 21,438 shares; 2025Q2: 19,811 shares; 2025Q3: 19,486 shares; 2025Q4: 19,841 shares; 2026Q1: 16,805 shares; 2026Q2: 21,297 shares 21,297 $2.09M 0.09% +4,492 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: 20,751 shares; 2024Q4: 16,742 shares; 2025Q1: 18,309 shares; 2025Q2: 18,580 shares; 2025Q3: 18,579 shares; 2025Q4: 18,057 shares; 2026Q1: 18,820 shares; 2026Q2: 19,205 shares 19,205 $1.99M 0.08% +385 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: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,918 shares; 2025Q3: 2,661 shares; 2025Q4: 2,670 shares; 2026Q1: 2,660 shares; 2026Q2: 2,629 shares 2,629 $1.99M 0.08% -31 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: 11,353 shares; 2024Q4: 8,206 shares; 2025Q1: 8,182 shares; 2025Q2: 8,191 shares; 2025Q3: 8,304 shares; 2025Q4: 7,585 shares; 2026Q1: 7,713 shares; 2026Q2: 9,153 shares 9,153 $1.98M 0.08% +1,440 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: 5,538 shares; 2024Q4: 5,534 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,161 shares; 2025Q4: 5,112 shares; 2026Q1: 5,801 shares; 2026Q2: 5,857 shares 5,857 $1.98M 0.08% +56 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,759 shares; 2024Q4: 16,050 shares; 2025Q1: 25,550 shares; 2025Q2: 35,290 shares; 2025Q3: 43,111 shares; 2025Q4: 44,545 shares; 2026Q1: 48,148 shares; 2026Q2: 59,002 shares 59,002 $1.96M 0.08% +10,854 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: 36,488 shares; 2024Q4: 36,942 shares; 2025Q1: 22,428 shares; 2025Q2: 22,168 shares; 2025Q3: 22,319 shares; 2025Q4: 19,760 shares; 2026Q1: 19,909 shares; 2026Q2: 20,435 shares 20,435 $1.92M 0.08% +526 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: 26,467 shares; 2024Q4: 24,260 shares; 2025Q1: 23,701 shares; 2025Q2: 23,508 shares; 2025Q3: 21,519 shares; 2025Q4: 21,514 shares; 2026Q1: 23,117 shares; 2026Q2: 23,097 shares 23,097 $1.91M 0.08% -20 Timeline NYF 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: 7,269 shares; 2025Q2: 7,269 shares; 2025Q3: 7,269 shares; 2025Q4: 7,269 shares; 2026Q1: 35,154 shares; 2026Q2: 35,374 shares 35,374 $1.91M 0.08% +220 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,686 shares; 2024Q4: 19,741 shares; 2025Q1: 20,881 shares; 2025Q2: 21,481 shares; 2025Q3: 21,454 shares; 2025Q4: 18,479 shares; 2026Q1: 18,814 shares; 2026Q2: 23,248 shares 23,248 $1.89M 0.08% +4,434 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: 3,189 shares; 2024Q4: 2,125 shares; 2025Q1: 1,963 shares; 2025Q2: 1,942 shares; 2025Q3: 2,004 shares; 2025Q4: 1,969 shares; 2026Q1: 1,966 shares; 2026Q2: 15,648 shares 15,648 $1.87M 0.08% +13,682 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,013 shares; 2024Q4: 16,281 shares; 2025Q1: 19,557 shares; 2025Q2: 20,878 shares; 2025Q3: 21,034 shares; 2025Q4: 20,578 shares; 2026Q1: 21,186 shares; 2026Q2: 22,517 shares 22,517 $1.87M 0.08% +1,331 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: 22,920 shares; 2024Q4: 22,947 shares; 2025Q1: 22,963 shares; 2025Q2: 24,192 shares; 2025Q3: 22,781 shares; 2025Q4: 23,003 shares; 2026Q1: 24,380 shares; 2026Q2: 24,048 shares 24,048 $1.85M 0.08% -332 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,993 shares; 2024Q4: 39,560 shares; 2025Q1: 39,820 shares; 2025Q2: 44,618 shares; 2025Q3: 73,697 shares; 2025Q4: 75,894 shares; 2026Q1: 79,275 shares; 2026Q2: 89,488 shares 89,488 $1.85M 0.08% +10,213 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: 7,192 shares; 2025Q1: 7,242 shares; 2025Q2: 8,683 shares; 2025Q3: 8,508 shares; 2025Q4: 7,627 shares; 2026Q1: 10,031 shares; 2026Q2: 10,632 shares 10,632 $1.81M 0.08% +601 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: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,616 shares; 2025Q2: 3,566 shares; 2025Q3: 3,625 shares; 2025Q4: 3,626 shares; 2026Q1: 3,631 shares; 2026Q2: 3,645 shares 3,645 $1.79M 0.08% +14 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,889 shares; 2024Q4: 30,773 shares; 2025Q1: 27,450 shares; 2025Q2: 27,489 shares; 2025Q3: 26,452 shares; 2025Q4: 26,497 shares; 2026Q1: 25,699 shares; 2026Q2: 25,633 shares 25,633 $1.77M 0.08% -66 Timeline FDN 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: 6,211 shares; 2024Q4: 5,615 shares; 2025Q1: 6,130 shares; 2025Q2: 6,289 shares; 2025Q3: 6,321 shares; 2025Q4: 6,394 shares; 2026Q1: 6,371 shares; 2026Q2: 6,553 shares 6,553 $1.73M 0.07% +182 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,928 shares; 2024Q4: 14,928 shares; 2025Q1: 14,738 shares; 2025Q2: 14,488 shares; 2025Q3: 14,300 shares; 2025Q4: 14,075 shares; 2026Q1: 14,044 shares; 2026Q2: 14,021 shares 14,021 $1.73M 0.07% -23 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,529 shares; 2024Q4: 40,427 shares; 2025Q1: 38,957 shares; 2025Q2: 37,906 shares; 2025Q3: 35,054 shares; 2025Q4: 34,102 shares; 2026Q1: 33,855 shares; 2026Q2: 33,796 shares 33,796 $1.72M 0.07% -59 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: 14,350 shares; 2024Q4: 14,614 shares; 2025Q1: 12,712 shares; 2025Q2: 6,870 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,136 shares; 2026Q2: 33,520 shares 33,520 $1.71M 0.07% -4,616 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: 22,923 shares; 2024Q4: 27,241 shares; 2025Q1: 26,760 shares; 2025Q2: 19,334 shares; 2025Q3: 18,718 shares; 2025Q4: 18,485 shares; 2026Q1: 17,528 shares; 2026Q2: 17,662 shares 17,662 $1.7M 0.07% +134 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: 25,775 shares; 2024Q4: 22,058 shares; 2025Q1: 25,218 shares; 2025Q2: 28,632 shares; 2025Q3: 28,715 shares; 2025Q4: 28,831 shares; 2026Q1: 41,295 shares; 2026Q2: 41,475 shares 41,475 $1.7M 0.07% +180 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: 727 shares; 2024Q4: 1,856 shares; 2025Q1: 3,704 shares; 2025Q2: 3,724 shares; 2025Q3: 3,669 shares; 2025Q4: 4,037 shares; 2026Q1: 3,812 shares; 2026Q2: 3,811 shares 3,811 $1.7M 0.07% -1 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,582 shares; 2026Q1: 42,367 shares; 2026Q2: 43,944 shares 43,944 $1.68M 0.07% +1,577 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,796 shares; 2024Q4: 9,629 shares; 2025Q1: 9,404 shares; 2025Q2: 19,754 shares; 2025Q3: 21,972 shares; 2025Q4: 29,347 shares; 2026Q1: 32,653 shares; 2026Q2: 33,128 shares 33,128 $1.68M 0.07% +475 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,888 shares; 2024Q4: 25,464 shares; 2025Q1: 28,262 shares; 2025Q2: 28,667 shares; 2025Q3: 29,575 shares; 2025Q4: 30,356 shares; 2026Q1: 30,571 shares; 2026Q2: 30,584 shares 30,584 $1.67M 0.07% +13 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: 4,709 shares; 2024Q4: 4,913 shares; 2025Q1: 4,769 shares; 2025Q2: 4,590 shares; 2025Q3: 4,608 shares; 2025Q4: 4,535 shares; 2026Q1: 4,499 shares; 2026Q2: 4,490 shares 4,490 $1.63M 0.07% -9 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,110 shares 78,110 $1.62M 0.07% new 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: 1,593 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,534 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,542 shares; 2026Q2: 1,547 shares 1,547 $1.61M 0.07% +5 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: 10,387 shares; 2024Q4: 8,845 shares; 2025Q1: 10,455 shares; 2025Q2: 8,383 shares; 2025Q3: 9,537 shares; 2025Q4: 10,166 shares; 2026Q1: 11,548 shares; 2026Q2: 10,010 shares 10,010 $1.58M 0.07% -1,538 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: 13,517 shares; 2025Q1: 13,796 shares; 2025Q2: 16,255 shares; 2025Q3: 18,053 shares; 2025Q4: 46,940 shares; 2026Q1: 43,174 shares; 2026Q2: 43,173 shares 43,173 $1.56M 0.07% -1 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: 92,402 shares; 2024Q4: 89,950 shares; 2025Q1: 16,154 shares; 2025Q2: 15,880 shares; 2025Q3: 16,029 shares; 2025Q4: 15,748 shares; 2026Q1: 14,960 shares; 2026Q2: 14,944 shares 14,944 $1.55M 0.07% -16 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: 15,037 shares; 2024Q4: 15,037 shares; 2025Q1: 14,437 shares; 2025Q2: 10,113 shares; 2025Q3: 10,113 shares; 2025Q4: 9,863 shares; 2026Q1: 9,863 shares; 2026Q2: 9,863 shares 9,863 $1.55M 0.07% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,665 shares; 2024Q4: 81,915 shares; 2025Q1: 82,315 shares; 2025Q2: 82,365 shares; 2025Q3: 59,614 shares; 2025Q4: 61,114 shares; 2026Q1: 65,097 shares; 2026Q2: 66,736 shares 66,736 $1.54M 0.07% +1,639 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,440 shares; 2024Q4: 9,440 shares; 2025Q1: 9,492 shares; 2025Q2: 9,992 shares; 2025Q3: 9,495 shares; 2025Q4: 8,999 shares; 2026Q1: 9,000 shares; 2026Q2: 9,132 shares 9,132 $1.5M 0.06% +132 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.06% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,819 shares; 2024Q4: 11,527 shares; 2025Q1: 11,226 shares; 2025Q2: 10,574 shares; 2025Q3: 11,530 shares; 2025Q4: 14,913 shares; 2026Q1: 16,491 shares; 2026Q2: 18,028 shares 18,028 $1.5M 0.06% +1,537 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: 5,722 shares; 2024Q4: 3,739 shares; 2025Q1: 3,739 shares; 2025Q2: 11,846 shares; 2025Q3: 12,224 shares; 2025Q4: 12,224 shares; 2026Q1: 12,967 shares; 2026Q2: 12,977 shares 12,977 $1.48M 0.06% +10 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: 9,451 shares; 2024Q4: 10,504 shares; 2025Q1: 13,176 shares; 2025Q2: 13,183 shares; 2025Q3: 14,080 shares; 2025Q4: 31,401 shares; 2026Q1: 31,532 shares; 2026Q2: 32,353 shares 32,353 $1.47M 0.06% +821 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: 6,852 shares; 2024Q4: 6,854 shares; 2025Q1: 6,871 shares; 2025Q2: 4,006 shares; 2025Q3: 4,305 shares; 2025Q4: 4,331 shares; 2026Q1: 4,308 shares; 2026Q2: 4,254 shares 4,254 $1.45M 0.06% -54 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 5,010 shares; 2025Q1: 5,015 shares; 2025Q2: 6,125 shares; 2025Q3: 7,222 shares; 2025Q4: 6,620 shares; 2026Q1: 3,551 shares; 2026Q2: 4,265 shares 4,265 $1.44M 0.06% +714 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: 10,173 shares; 2024Q4: 12,585 shares; 2025Q1: 11,952 shares; 2025Q2: 12,120 shares; 2025Q3: 14,707 shares; 2025Q4: 14,075 shares; 2026Q1: 9,430 shares; 2026Q2: 8,553 shares 8,553 $1.41M 0.06% -877 Timeline JHCR JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,804 shares; 2026Q2: 55,612 shares 55,612 $1.4M 0.06% +39,808 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,544 shares; 2025Q1: 1,536 shares; 2025Q2: 1,691 shares; 2025Q3: 2,803 shares; 2025Q4: 2,838 shares; 2026Q1: 2,830 shares; 2026Q2: 11,226 shares 11,226 $1.39M 0.06% +8,396 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: 6,217 shares 6,217 $1.39M 0.06% new 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: 7,623 shares; 2024Q4: 7,591 shares; 2025Q1: 7,395 shares; 2025Q2: 7,367 shares; 2025Q3: 7,010 shares; 2025Q4: 6,940 shares; 2026Q1: 8,965 shares; 2026Q2: 9,308 shares 9,308 $1.38M 0.06% +343 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,696 shares; 2024Q4: 4,699 shares; 2025Q1: 4,729 shares; 2025Q2: 4,453 shares; 2025Q3: 4,377 shares; 2025Q4: 4,380 shares; 2026Q1: 4,381 shares; 2026Q2: 4,365 shares 4,365 $1.37M 0.06% -16 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: 1,798 shares; 2024Q4: 1,840 shares; 2025Q1: 1,838 shares; 2025Q2: 1,814 shares; 2025Q3: 1,943 shares; 2025Q4: 1,922 shares; 2026Q1: 1,872 shares; 2026Q2: 1,945 shares 1,945 $1.37M 0.06% +73 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: 6,197 shares 6,197 $1.37M 0.06% new 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: 32,320 shares; 2024Q4: 31,937 shares; 2025Q1: 29,483 shares; 2025Q2: 27,261 shares; 2025Q3: 26,437 shares; 2025Q4: 54,960 shares; 2026Q1: 52,603 shares; 2026Q2: 55,786 shares 55,786 $1.37M 0.06% +3,183 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,824 shares; 2024Q4: 13,826 shares; 2025Q1: 13,827 shares; 2025Q2: 13,677 shares; 2025Q3: 13,004 shares; 2025Q4: 11,716 shares; 2026Q1: 11,728 shares; 2026Q2: 11,236 shares 11,236 $1.36M 0.06% -492 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,528 shares; 2024Q4: 2,328 shares; 2025Q1: 11,093 shares; 2025Q2: 13,071 shares; 2025Q3: 14,220 shares; 2025Q4: 14,656 shares; 2026Q1: 11,096 shares; 2026Q2: 9,499 shares 9,499 $1.34M 0.06% -1,597 Timeline KNG 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: 215,375 shares; 2024Q4: 207,582 shares; 2025Q1: 41,407 shares; 2025Q2: 38,608 shares; 2025Q3: 38,093 shares; 2025Q4: 31,027 shares; 2026Q1: 29,252 shares; 2026Q2: 26,273 shares 26,273 $1.33M 0.06% -2,979 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: 3,851 shares; 2024Q4: 3,880 shares; 2025Q1: 4,171 shares; 2025Q2: 4,034 shares; 2025Q3: 4,041 shares; 2025Q4: 4,111 shares; 2026Q1: 3,915 shares; 2026Q2: 3,931 shares 3,931 $1.32M 0.06% +16 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: 5,498 shares; 2024Q4: 5,548 shares; 2025Q1: 5,670 shares; 2025Q2: 5,833 shares; 2025Q3: 6,084 shares; 2025Q4: 5,995 shares; 2026Q1: 6,249 shares; 2026Q2: 7,772 shares 7,772 $1.3M 0.06% +1,523 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: 6,569 shares; 2024Q4: 19,556 shares; 2025Q1: 23,436 shares; 2025Q2: 16,403 shares; 2025Q3: 15,871 shares; 2025Q4: 16,084 shares; 2026Q1: 37,194 shares; 2026Q2: 40,398 shares 40,398 $1.28M 0.05% +3,204 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: 1,812 shares; 2024Q4: 1,368 shares; 2025Q1: 1,433 shares; 2025Q2: 1,343 shares; 2025Q3: 1,853 shares; 2025Q4: 1,827 shares; 2026Q1: 1,820 shares; 2026Q2: 1,915 shares 1,915 $1.26M 0.05% +95 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,458 shares; 2024Q4: 10,957 shares; 2025Q1: 11,064 shares; 2025Q2: 11,298 shares; 2025Q3: 11,638 shares; 2025Q4: 12,040 shares; 2026Q1: 12,867 shares; 2026Q2: 13,151 shares 13,151 $1.25M 0.05% +284 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: 2,420 shares; 2024Q4: 2,669 shares; 2025Q1: 2,598 shares; 2025Q2: 2,889 shares; 2025Q3: 2,924 shares; 2025Q4: 2,857 shares; 2026Q1: 2,821 shares; 2026Q2: 2,412 shares 2,412 $1.24M 0.05% -409 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111,192 shares; 2024Q4: 1,280,287 shares; 2025Q1: 1,241,892 shares; 2025Q2: 1,244,363 shares; 2025Q3: 1,315,483 shares; 2025Q4: 1,447,429 shares; 2026Q1: 822,937 shares; 2026Q2: 67,979 shares 67,979 $1.24M 0.05% -754,958 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: not reported; 2025Q4: 26,747 shares; 2026Q1: 30,560 shares; 2026Q2: 26,919 shares 26,919 $1.23M 0.05% -3,641 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,310 shares; 2024Q4: 26,104 shares; 2025Q1: 25,852 shares; 2025Q2: 32,931 shares; 2025Q3: 34,723 shares; 2025Q4: 34,883 shares; 2026Q1: 35,168 shares; 2026Q2: 35,327 shares 35,327 $1.23M 0.05% +159 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: 5,122 shares; 2024Q4: 4,609 shares; 2025Q1: 4,721 shares; 2025Q2: 4,810 shares; 2025Q3: 4,736 shares; 2025Q4: 4,630 shares; 2026Q1: 4,900 shares; 2026Q2: 4,912 shares 4,912 $1.21M 0.05% +12 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,298 shares; 2026Q1: 27,568 shares; 2026Q2: 30,340 shares 30,340 $1.2M 0.05% +2,772 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,921 shares; 2026Q1: 19,478 shares; 2026Q2: 22,834 shares 22,834 $1.19M 0.05% +3,356 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: 25,432 shares; 2024Q4: 26,895 shares; 2025Q1: 28,406 shares; 2025Q2: 24,372 shares; 2025Q3: 24,794 shares; 2025Q4: 9,368 shares; 2026Q1: 9,271 shares; 2026Q2: 5,816 shares 5,816 $1.19M 0.05% -3,455 Timeline REXC SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,006 shares 59,006 $1.16M 0.05% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,507 shares 7,507 $1.13M 0.05% new Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,396 shares; 2024Q4: 37,069 shares; 2025Q1: 49,324 shares; 2025Q2: 53,520 shares; 2025Q3: 53,807 shares; 2025Q4: 52,645 shares; 2026Q1: 51,489 shares; 2026Q2: 48,842 shares 48,842 $1.13M 0.05% -2,647 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: 7,642 shares; 2025Q1: 7,492 shares; 2025Q2: 7,482 shares; 2025Q3: 7,363 shares; 2025Q4: 6,981 shares; 2026Q1: 6,866 shares; 2026Q2: 6,510 shares 6,510 $1.1M 0.05% -356 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: 69,676 shares; 2024Q4: 69,869 shares; 2025Q1: 69,881 shares; 2025Q2: 66,901 shares; 2025Q3: 65,988 shares; 2025Q4: 63,072 shares; 2026Q1: 62,995 shares; 2026Q2: 61,729 shares 61,729 $1.1M 0.05% -1,266 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: 102,617 shares; 2024Q4: 102,343 shares; 2025Q1: 54,695 shares; 2025Q2: 44,224 shares; 2025Q3: 43,237 shares; 2025Q4: 41,821 shares; 2026Q1: 40,230 shares; 2026Q2: 18,430 shares 18,430 $1.1M 0.05% -21,800 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,780 shares; 2024Q4: 12,980 shares; 2025Q1: 16,789 shares; 2025Q2: 16,689 shares; 2025Q3: 16,446 shares; 2025Q4: 19,203 shares; 2026Q1: 20,053 shares; 2026Q2: 20,316 shares 20,316 $1.09M 0.05% +263 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,182 shares; 2024Q4: 12,805 shares; 2025Q1: 11,429 shares; 2025Q2: 10,748 shares; 2025Q3: 10,014 shares; 2025Q4: 9,839 shares; 2026Q1: 9,575 shares; 2026Q2: 9,981 shares 9,981 $1.09M 0.05% +406 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,499 shares; 2025Q2: 16,807 shares; 2025Q3: 19,657 shares; 2025Q4: 21,157 shares; 2026Q1: 66,134 shares; 2026Q2: 66,334 shares 66,334 $1.08M 0.05% +200 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: 6,376 shares; 2024Q4: 12,435 shares; 2025Q1: 11,943 shares; 2025Q2: 11,849 shares; 2025Q3: 9,268 shares; 2025Q4: 9,016 shares; 2026Q1: 9,269 shares; 2026Q2: 8,640 shares 8,640 $1.08M 0.05% -629 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: 16,579 shares; 2024Q4: 16,774 shares; 2025Q1: 17,797 shares; 2025Q2: 18,702 shares; 2025Q3: 18,923 shares; 2025Q4: 18,624 shares; 2026Q1: 17,980 shares; 2026Q2: 18,813 shares 18,813 $1.07M 0.05% +833 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,657 shares; 2024Q4: 5,677 shares; 2025Q1: 186,542 shares; 2025Q2: 264,434 shares; 2025Q3: 171,414 shares; 2025Q4: 23,252 shares; 2026Q1: 18,929 shares; 2026Q2: 24,744 shares 24,744 $1.07M 0.05% +5,815 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: 2,088 shares; 2024Q4: 2,046 shares; 2025Q1: 2,245 shares; 2025Q2: 2,216 shares; 2025Q3: 2,518 shares; 2025Q4: 2,524 shares; 2026Q1: 2,469 shares; 2026Q2: 2,499 shares 2,499 $1.06M 0.05% +30 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,236 shares; 2024Q4: 20,270 shares; 2025Q1: 20,270 shares; 2025Q2: 20,270 shares; 2025Q3: 20,182 shares; 2025Q4: 20,282 shares; 2026Q1: 20,391 shares; 2026Q2: 20,243 shares 20,243 $1.06M 0.05% -148 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: 19,881 shares; 2024Q4: 26,411 shares; 2025Q1: 26,434 shares; 2025Q2: 26,457 shares; 2025Q3: 27,058 shares; 2025Q4: 27,062 shares; 2026Q1: 26,874 shares; 2026Q2: 26,888 shares 26,888 $1.03M 0.04% +14 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: 5,387 shares; 2024Q4: 6,003 shares; 2025Q1: 6,178 shares; 2025Q2: 6,178 shares; 2025Q3: 7,365 shares; 2025Q4: 7,354 shares; 2026Q1: 6,948 shares; 2026Q2: 6,989 shares 6,989 $1.02M 0.04% +41 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: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,721 shares; 2025Q2: 10,057 shares; 2025Q3: 10,323 shares; 2025Q4: 10,207 shares; 2026Q1: 10,274 shares; 2026Q2: 10,537 shares 10,537 $1.01M 0.04% +263 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: 27,960 shares; 2024Q4: 28,255 shares; 2025Q1: 28,304 shares; 2025Q2: 28,473 shares; 2025Q3: 29,392 shares; 2025Q4: 29,680 shares; 2026Q1: 30,134 shares; 2026Q2: 31,354 shares 31,354 $1M 0.04% +1,220 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: 24,290 shares; 2024Q4: 24,540 shares; 2025Q1: 24,790 shares; 2025Q2: 24,292 shares; 2025Q3: 25,633 shares; 2025Q4: 26,905 shares; 2026Q1: 26,939 shares; 2026Q2: 26,972 shares 26,972 $991K 0.04% +33 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 9,010 shares; 2025Q4: 14,769 shares; 2026Q1: 21,355 shares; 2026Q2: 21,119 shares 21,119 $973K 0.04% -236 Timeline FSMB 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: 56,583 shares; 2024Q4: 56,594 shares; 2025Q1: 55,042 shares; 2025Q2: 55,042 shares; 2025Q3: 55,042 shares; 2025Q4: 55,042 shares; 2026Q1: 60,042 shares; 2026Q2: 47,755 shares 47,755 $955K 0.04% -12,287 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: 5,502 shares 5,502 $940K 0.04% new 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: 17,059 shares; 2024Q4: 16,809 shares; 2025Q1: 16,809 shares; 2025Q2: 17,304 shares; 2025Q3: 17,504 shares; 2025Q4: 17,009 shares; 2026Q1: 17,009 shares; 2026Q2: 17,009 shares 17,009 $922K 0.04% 0 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: 4,002 shares; 2024Q4: 3,853 shares; 2025Q1: 2,781 shares; 2025Q2: 3,137 shares; 2025Q3: 2,785 shares; 2025Q4: 3,695 shares; 2026Q1: 3,981 shares; 2026Q2: 3,864 shares 3,864 $914K 0.04% -117 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,683 shares; 2024Q4: 5,684 shares; 2025Q1: 5,923 shares; 2025Q2: 6,734 shares; 2025Q3: 6,662 shares; 2025Q4: 6,495 shares; 2026Q1: 6,483 shares; 2026Q2: 6,411 shares 6,411 $910K 0.04% -72 Timeline IFV 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: 36,622 shares; 2024Q4: 36,385 shares; 2025Q1: 35,955 shares; 2025Q2: 35,369 shares; 2025Q3: 34,091 shares; 2025Q4: 34,109 shares; 2026Q1: 33,843 shares; 2026Q2: 33,735 shares 33,735 $909K 0.04% -108 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,521 shares; 2024Q4: 8,969 shares; 2025Q1: 8,619 shares; 2025Q2: 8,619 shares; 2025Q3: 8,644 shares; 2025Q4: 8,694 shares; 2026Q1: 8,739 shares; 2026Q2: 8,752 shares 8,752 $901K 0.04% +13 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: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 670 shares; 2025Q3: 1,490 shares; 2025Q4: 1,807 shares; 2026Q1: 2,350 shares; 2026Q2: 2,245 shares 2,245 $893K 0.04% -105 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: 7,839 shares; 2024Q4: 7,752 shares; 2025Q1: 5,761 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,269 shares; 2026Q1: 5,170 shares; 2026Q2: 5,171 shares 5,171 $874K 0.04% +1 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: 12,261 shares; 2025Q1: 14,255 shares; 2025Q2: 14,683 shares; 2025Q3: 18,344 shares; 2025Q4: 22,667 shares; 2026Q1: 26,970 shares; 2026Q2: 30,920 shares 30,920 $856K 0.04% +3,950 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: 2,188 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,363 shares; 2026Q1: 3,477 shares; 2026Q2: 3,338 shares 3,338 $853K 0.04% -139 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,741 shares; 2024Q4: 16,906 shares; 2025Q1: 17,696 shares; 2025Q2: 17,478 shares; 2025Q3: 17,694 shares; 2025Q4: 18,967 shares; 2026Q1: 17,904 shares; 2026Q2: 18,518 shares 18,518 $843K 0.04% +614 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,328 shares; 2024Q4: 9,273 shares; 2025Q1: 6,176 shares; 2025Q2: 5,836 shares; 2025Q3: 5,648 shares; 2025Q4: 5,396 shares; 2026Q1: 5,378 shares; 2026Q2: 5,533 shares 5,533 $837K 0.04% +155 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,537 shares; 2024Q4: 2,540 shares; 2025Q1: 2,429 shares; 2025Q2: 2,616 shares; 2025Q3: 2,844 shares; 2025Q4: 2,825 shares; 2026Q1: 3,555 shares; 2026Q2: 4,005 shares 4,005 $837K 0.04% +450 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: 7,794 shares; 2024Q4: 7,483 shares; 2025Q1: 6,858 shares; 2025Q2: 9,553 shares; 2025Q3: 8,821 shares; 2025Q4: 8,788 shares; 2026Q1: 8,659 shares; 2026Q2: 8,663 shares 8,663 $837K 0.04% +4 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $832K 0.04% 0 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: 16,590 shares; 2024Q4: 17,727 shares; 2025Q1: 17,740 shares; 2025Q2: 16,561 shares; 2025Q3: 16,609 shares; 2025Q4: 16,050 shares; 2026Q1: 16,073 shares; 2026Q2: 16,484 shares 16,484 $821K 0.03% +411 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,816 shares; 2024Q4: 14,072 shares; 2025Q1: 14,072 shares; 2025Q2: 13,664 shares; 2025Q3: 12,814 shares; 2025Q4: 10,049 shares; 2026Q1: 10,047 shares; 2026Q2: 10,052 shares 10,052 $808K 0.03% +5 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,425 shares; 2025Q2: 2,944 shares; 2025Q3: 2,092 shares; 2025Q4: 2,033 shares; 2026Q1: 2,006 shares; 2026Q2: 3,157 shares 3,157 $808K 0.03% +1,151 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,344 shares; 2024Q4: 4,620 shares; 2025Q1: 4,216 shares; 2025Q2: 4,412 shares; 2025Q3: 4,719 shares; 2025Q4: 4,675 shares; 2026Q1: 5,115 shares; 2026Q2: 5,117 shares 5,117 $803K 0.03% +2 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,012 shares; 2026Q2: 5,030 shares 5,030 $789K 0.03% +18 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: 114,981 shares; 2024Q4: 197,898 shares; 2025Q1: 159,040 shares; 2025Q2: 133,455 shares; 2025Q3: 24,587 shares; 2025Q4: 9,914 shares; 2026Q1: 8,000 shares; 2026Q2: 8,168 shares 8,168 $789K 0.03% +168 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: 3,105 shares; 2024Q4: 4,135 shares; 2025Q1: 5,964 shares; 2025Q2: 7,095 shares; 2025Q3: 7,815 shares; 2025Q4: 8,416 shares; 2026Q1: 8,524 shares; 2026Q2: 8,254 shares 8,254 $788K 0.03% -270 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,590 shares; 2024Q4: 9,774 shares; 2025Q1: 9,674 shares; 2025Q2: 9,699 shares; 2025Q3: 9,547 shares; 2025Q4: 9,729 shares; 2026Q1: 9,857 shares; 2026Q2: 10,011 shares 10,011 $786K 0.03% +154 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,292 shares; 2024Q4: 186,978 shares; 2025Q1: 29,821 shares; 2025Q2: 29,632 shares; 2025Q3: 49,567 shares; 2025Q4: 47,852 shares; 2026Q1: 45,815 shares; 2026Q2: 46,065 shares 46,065 $781K 0.03% +250 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,809 shares; 2024Q4: 8,878 shares; 2025Q1: 8,726 shares; 2025Q2: 9,251 shares; 2025Q3: 9,185 shares; 2025Q4: 9,077 shares; 2026Q1: 9,118 shares; 2026Q2: 9,222 shares 9,222 $781K 0.03% +104 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,376 shares; 2026Q1: 13,449 shares; 2026Q2: 15,200 shares 15,200 $775K 0.03% +1,751 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,399 shares; 2024Q4: 12,523 shares; 2025Q1: 12,479 shares; 2025Q2: 12,392 shares; 2025Q3: 12,542 shares; 2025Q4: 12,438 shares; 2026Q1: 12,388 shares; 2026Q2: 10,205 shares 10,205 $773K 0.03% -2,183 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 1,581 shares; 2025Q1: 1,582 shares; 2025Q2: 1,572 shares; 2025Q3: 2,128 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares 2,113 $773K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,534 shares; 2024Q4: 3,374 shares; 2025Q1: 3,243 shares; 2025Q2: 3,236 shares; 2025Q3: 3,398 shares; 2025Q4: 3,430 shares; 2026Q1: 3,431 shares; 2026Q2: 3,442 shares 3,442 $761K 0.03% +11 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: 2,835 shares; 2024Q4: 3,755 shares; 2025Q1: 3,447 shares; 2025Q2: 3,244 shares; 2025Q3: 3,252 shares; 2025Q4: 3,282 shares; 2026Q1: 3,381 shares; 2026Q2: 3,348 shares 3,348 $760K 0.03% -33 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 4,252 shares; 2025Q1: 4,199 shares; 2025Q2: 4,080 shares; 2025Q3: 4,016 shares; 2025Q4: 3,983 shares; 2026Q1: 3,952 shares; 2026Q2: 3,992 shares 3,992 $759K 0.03% +40 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: 3,354 shares; 2024Q4: 3,228 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,671 shares; 2025Q4: 3,591 shares; 2026Q1: 3,392 shares; 2026Q2: 3,386 shares 3,386 $755K 0.03% -6 Timeline FEMB 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: 45,564 shares; 2024Q4: 42,303 shares; 2025Q1: 40,629 shares; 2025Q2: 39,724 shares; 2025Q3: 37,288 shares; 2025Q4: 33,973 shares; 2026Q1: 26,307 shares; 2026Q2: 25,384 shares 25,384 $742K 0.03% -923 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,120 shares; 2024Q4: 54,981 shares; 2025Q1: 53,828 shares; 2025Q2: 53,925 shares; 2025Q3: 58,864 shares; 2025Q4: 57,974 shares; 2026Q1: 55,305 shares; 2026Q2: 52,837 shares 52,837 $734K 0.03% -2,468 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: 3,887 shares; 2024Q4: 3,938 shares; 2025Q1: 3,458 shares; 2025Q2: 4,729 shares; 2025Q3: 4,531 shares; 2025Q4: 4,532 shares; 2026Q1: 4,941 shares; 2026Q2: 4,629 shares 4,629 $732K 0.03% -312 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,276 shares; 2024Q4: 2,297 shares; 2025Q1: 2,272 shares; 2025Q2: 2,045 shares; 2025Q3: 2,026 shares; 2025Q4: 2,007 shares; 2026Q1: 2,058 shares; 2026Q2: 2,160 shares 2,160 $726K 0.03% +102 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,877 shares; 2024Q4: 13,626 shares; 2025Q1: 11,432 shares; 2025Q2: 12,865 shares; 2025Q3: 13,806 shares; 2025Q4: 13,782 shares; 2026Q1: 13,678 shares; 2026Q2: 13,575 shares 13,575 $724K 0.03% -103 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: 2,178 shares; 2024Q4: 2,324 shares; 2025Q1: 2,435 shares; 2025Q2: 2,436 shares; 2025Q3: 2,377 shares; 2025Q4: 2,329 shares; 2026Q1: 2,308 shares; 2026Q2: 2,284 shares 2,284 $721K 0.03% -24 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,767 shares; 2024Q4: 8,525 shares; 2025Q1: 6,853 shares; 2025Q2: 6,121 shares; 2025Q3: 6,321 shares; 2025Q4: 6,298 shares; 2026Q1: 6,680 shares; 2026Q2: 6,908 shares 6,908 $718K 0.03% +228 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,600 shares; 2024Q4: 42,700 shares; 2025Q1: 41,300 shares; 2025Q2: 41,122 shares; 2025Q3: 40,600 shares; 2025Q4: 39,099 shares; 2026Q1: 39,099 shares; 2026Q2: 38,399 shares 38,399 $698K 0.03% -700 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: 19,262 shares; 2024Q4: 21,677 shares; 2025Q1: 31,405 shares; 2025Q2: 31,070 shares; 2025Q3: 25,539 shares; 2025Q4: 25,104 shares; 2026Q1: 7,461 shares; 2026Q2: 7,435 shares 7,435 $694K 0.03% -26 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: 10,306 shares; 2024Q4: 9,614 shares; 2025Q1: 9,614 shares; 2025Q2: 9,749 shares; 2025Q3: 10,709 shares; 2025Q4: 12,226 shares; 2026Q1: 11,314 shares; 2026Q2: 11,008 shares 11,008 $692K 0.03% -306 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,355 shares; 2026Q2: 1,381 shares 1,381 $686K 0.03% +26 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 4,058 shares; 2025Q1: 4,172 shares; 2025Q2: 4,446 shares; 2025Q3: 4,640 shares; 2025Q4: 4,792 shares; 2026Q1: 5,261 shares; 2026Q2: 5,592 shares 5,592 $684K 0.03% +331 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: 3,483 shares; 2024Q4: 3,633 shares; 2025Q1: 3,639 shares; 2025Q2: 3,647 shares; 2025Q3: 3,387 shares; 2025Q4: 3,243 shares; 2026Q1: 2,924 shares; 2026Q2: 2,751 shares 2,751 $682K 0.03% -173 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,839 shares; 2024Q4: 10,451 shares; 2025Q1: 10,518 shares; 2025Q2: 10,241 shares; 2025Q3: 10,028 shares; 2025Q4: 10,036 shares; 2026Q1: 10,057 shares; 2026Q2: 10,074 shares 10,074 $681K 0.03% +17 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,880 shares; 2024Q4: 34,880 shares; 2025Q1: 32,880 shares; 2025Q2: 32,880 shares; 2025Q3: 32,880 shares; 2025Q4: 31,339 shares; 2026Q1: 27,645 shares; 2026Q2: 27,645 shares 27,645 $671K 0.03% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,591 shares; 2024Q4: 6,616 shares; 2025Q1: 7,195 shares; 2025Q2: 7,531 shares; 2025Q3: 7,804 shares; 2025Q4: 8,404 shares; 2026Q1: 10,248 shares; 2026Q2: 11,338 shares 11,338 $669K 0.03% +1,090 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,999 shares; 2024Q4: 4,009 shares; 2025Q1: 4,566 shares; 2025Q2: 4,396 shares; 2025Q3: 5,150 shares; 2025Q4: 5,370 shares; 2026Q1: 5,766 shares; 2026Q2: 6,002 shares 6,002 $665K 0.03% +236 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,441 shares; 2024Q4: 49,357 shares; 2025Q1: 57,299 shares; 2025Q2: 62,948 shares; 2025Q3: 63,748 shares; 2025Q4: 63,598 shares; 2026Q1: 62,232 shares; 2026Q2: 44,953 shares 44,953 $654K 0.03% -17,279 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,005 shares; 2024Q4: 14,823 shares; 2025Q1: 12,790 shares; 2025Q2: 12,867 shares; 2025Q3: 12,847 shares; 2025Q4: 12,860 shares; 2026Q1: 12,847 shares; 2026Q2: 12,349 shares 12,349 $649K 0.03% -498 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,996 shares; 2025Q1: 11,704 shares; 2025Q2: 11,991 shares; 2025Q3: 12,718 shares; 2025Q4: 14,014 shares; 2026Q1: 14,199 shares; 2026Q2: 17,810 shares 17,810 $646K 0.03% +3,611 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: 6,739 shares; 2024Q4: 12,140 shares; 2025Q1: 7,069 shares; 2025Q2: 8,337 shares; 2025Q3: 10,273 shares; 2025Q4: 11,501 shares; 2026Q1: 12,796 shares; 2026Q2: 11,298 shares 11,298 $638K 0.03% -1,498 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,149 shares; 2024Q4: 44,149 shares; 2025Q1: 44,149 shares; 2025Q2: 44,149 shares; 2025Q3: 44,149 shares; 2025Q4: 44,149 shares; 2026Q1: 44,149 shares; 2026Q2: 37,907 shares 37,907 $637K 0.03% -6,242 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,932 shares; 2025Q3: 12,706 shares; 2025Q4: 13,826 shares; 2026Q1: 19,793 shares; 2026Q2: 21,495 shares 21,495 $633K 0.03% +1,702 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: 5,473 shares; 2024Q4: 5,529 shares; 2025Q1: 6,153 shares; 2025Q2: 7,599 shares; 2025Q3: 6,788 shares; 2025Q4: 7,016 shares; 2026Q1: 7,244 shares; 2026Q2: 8,047 shares 8,047 $627K 0.03% +803 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: not reported; 2024Q4: 4,191 shares; 2025Q1: 3,988 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 4,508 shares; 2026Q2: 4,543 shares 4,543 $625K 0.03% +35 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: 5,248 shares; 2024Q4: 8,251 shares; 2025Q1: 8,255 shares; 2025Q2: 8,373 shares; 2025Q3: 8,396 shares; 2025Q4: 8,401 shares; 2026Q1: 8,467 shares; 2026Q2: 8,500 shares 8,500 $623K 0.03% +33 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,792 shares; 2024Q4: 3,811 shares; 2025Q1: 3,798 shares; 2025Q2: 4,932 shares; 2025Q3: 5,124 shares; 2025Q4: 5,205 shares; 2026Q1: 5,355 shares; 2026Q2: 5,078 shares 5,078 $617K 0.03% -277 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,728 shares; 2026Q2: 6,728 shares 6,728 $607K 0.03% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,657 shares; 2024Q4: 7,652 shares; 2025Q1: 7,662 shares; 2025Q2: 7,675 shares; 2025Q3: 7,687 shares; 2025Q4: 7,699 shares; 2026Q1: 7,806 shares; 2026Q2: 7,817 shares 7,817 $600K 0.03% +11 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,511 shares; 2025Q1: 8,314 shares; 2025Q2: 8,320 shares; 2025Q3: 8,168 shares; 2025Q4: 8,101 shares; 2026Q1: 7,868 shares; 2026Q2: 7,869 shares 7,869 $597K 0.03% +1 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,732 shares; 2024Q4: 11,297 shares; 2025Q1: 9,892 shares; 2025Q2: 8,015 shares; 2025Q3: 6,212 shares; 2025Q4: 5,215 shares; 2026Q1: 4,921 shares; 2026Q2: 4,255 shares 4,255 $592K 0.03% -666 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: 8,527 shares; 2024Q4: 8,564 shares; 2025Q1: 8,592 shares; 2025Q2: 8,241 shares; 2025Q3: 7,026 shares; 2025Q4: 7,064 shares; 2026Q1: 7,068 shares; 2026Q2: 7,260 shares 7,260 $589K 0.03% +192 Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,000 shares; 2024Q4: 68,000 shares; 2025Q1: 68,000 shares; 2025Q2: 68,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares; 2026Q1: 68,000 shares; 2026Q2: 49,500 shares 49,500 $585K 0.02% -18,500 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 2,364 shares; 2026Q2: 3,416 shares 3,416 $581K 0.02% +1,052 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 10,467 shares; 2025Q4: 14,065 shares; 2026Q1: 14,319 shares; 2026Q2: 17,267 shares 17,267 $575K 0.02% +2,948 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: 3,643 shares; 2024Q4: 3,612 shares; 2025Q1: 3,680 shares; 2025Q2: 3,646 shares; 2025Q3: 3,397 shares; 2025Q4: 3,377 shares; 2026Q1: 4,019 shares; 2026Q2: 4,105 shares 4,105 $575K 0.02% +86 Timeline XLB 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: 3,733 shares; 2024Q4: 3,200 shares; 2025Q1: 3,994 shares; 2025Q2: 3,985 shares; 2025Q3: 4,289 shares; 2025Q4: 9,253 shares; 2026Q1: 10,470 shares; 2026Q2: 11,235 shares 11,235 $571K 0.02% +765 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,589 shares; 2024Q4: 10,394 shares; 2025Q1: 9,494 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,300 shares; 2026Q1: 7,316 shares; 2026Q2: 7,300 shares 7,300 $563K 0.02% -16 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,701 shares; 2026Q2: 3,701 shares 3,701 $561K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,893 shares; 2025Q3: 4,683 shares; 2025Q4: 5,747 shares; 2026Q1: 5,377 shares; 2026Q2: 5,629 shares 5,629 $560K 0.02% +252 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,374 shares; 2025Q1: 1,640 shares; 2025Q2: 1,680 shares; 2025Q3: 1,886 shares; 2025Q4: 1,851 shares; 2026Q1: 1,906 shares; 2026Q2: 1,869 shares 1,869 $559K 0.02% -37 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,626 shares; 2024Q4: 7,381 shares; 2025Q1: 7,553 shares; 2025Q2: 6,067 shares; 2025Q3: 6,460 shares; 2025Q4: 6,666 shares; 2026Q1: 7,760 shares; 2026Q2: 8,119 shares 8,119 $550K 0.02% +359 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,317 shares; 2026Q1: 3,317 shares; 2026Q2: 3,355 shares 3,355 $548K 0.02% +38 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,498 shares; 2025Q1: 1,753 shares; 2025Q2: 1,823 shares; 2025Q3: 1,825 shares; 2025Q4: 1,827 shares; 2026Q1: 1,828 shares; 2026Q2: 1,875 shares 1,875 $545K 0.02% +47 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: 8,943 shares; 2024Q4: 8,524 shares; 2025Q1: 8,405 shares; 2025Q2: 8,151 shares; 2025Q3: 8,568 shares; 2025Q4: 8,126 shares; 2026Q1: 7,077 shares; 2026Q2: 7,241 shares 7,241 $538K 0.02% +164 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,088 shares; 2024Q4: 14,198 shares; 2025Q1: 14,001 shares; 2025Q2: 13,713 shares; 2025Q3: 14,098 shares; 2025Q4: 8,721 shares; 2026Q1: 8,900 shares; 2026Q2: 9,152 shares 9,152 $532K 0.02% +252 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,986 shares; 2024Q4: 289,987 shares; 2025Q1: 305,138 shares; 2025Q2: 217,563 shares; 2025Q3: 172,761 shares; 2025Q4: 8,508 shares; 2026Q1: 8,473 shares; 2026Q2: 7,631 shares 7,631 $532K 0.02% -842 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,300 shares; 2025Q1: 2,310 shares; 2025Q2: 2,215 shares; 2025Q3: 2,144 shares; 2025Q4: 2,085 shares; 2026Q1: 2,048 shares; 2026Q2: 1,889 shares 1,889 $528K 0.02% -159 Timeline RDVI 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: 11,200 shares; 2025Q2: 12,135 shares; 2025Q3: 12,680 shares; 2025Q4: 15,757 shares; 2026Q1: 17,384 shares; 2026Q2: 17,819 shares 17,819 $524K 0.02% +435 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: 6,412 shares; 2024Q4: 6,166 shares; 2025Q1: 6,147 shares; 2025Q2: 12,667 shares; 2025Q3: 10,750 shares; 2025Q4: 10,555 shares; 2026Q1: 10,632 shares; 2026Q2: 10,693 shares 10,693 $514K 0.02% +61 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: 1,562 shares; 2024Q4: 2,052 shares; 2025Q1: 2,156 shares; 2025Q2: 2,256 shares; 2025Q3: 2,335 shares; 2025Q4: 2,233 shares; 2026Q1: 2,255 shares; 2026Q2: 2,283 shares 2,283 $504K 0.02% +28 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: 1,788 shares; 2024Q4: 1,779 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,741 shares; 2025Q4: 1,789 shares; 2026Q1: 1,646 shares; 2026Q2: 1,725 shares 1,725 $501K 0.02% +79 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,577 shares; 2024Q4: 13,627 shares; 2025Q1: 13,627 shares; 2025Q2: 4,363 shares; 2025Q3: 4,022 shares; 2025Q4: 3,263 shares; 2026Q1: 4,195 shares; 2026Q2: 4,194 shares 4,194 $496K 0.02% -1 Timeline FTSL 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: 137,175 shares; 2024Q4: 171,723 shares; 2025Q1: 188,852 shares; 2025Q2: 13,260 shares; 2025Q3: 13,694 shares; 2025Q4: 12,007 shares; 2026Q1: 10,649 shares; 2026Q2: 10,992 shares 10,992 $492K 0.02% +343 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: not reported; 2025Q4: not reported; 2026Q1: 3,331 shares; 2026Q2: 5,749 shares 5,749 $491K 0.02% +2,418 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: 6,099 shares; 2025Q1: 5,975 shares; 2025Q2: 10,101 shares; 2025Q3: 10,181 shares; 2025Q4: 10,168 shares; 2026Q1: 10,275 shares; 2026Q2: 10,539 shares 10,539 $491K 0.02% +264 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: 6,871 shares; 2024Q4: 6,169 shares; 2025Q1: 5,429 shares; 2025Q2: 5,429 shares; 2025Q3: 4,958 shares; 2025Q4: 4,758 shares; 2026Q1: 4,712 shares; 2026Q2: 8,591 shares 8,591 $482K 0.02% +3,879 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 39,660 shares; 2025Q4: 39,705 shares; 2026Q1: 39,835 shares; 2026Q2: 48,253 shares 48,253 $478K 0.02% +8,418 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: 2,331 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,916 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares; 2026Q1: 2,918 shares; 2026Q2: 2,984 shares 2,984 $477K 0.02% +66 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: 4,723 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,123 shares; 2026Q1: 4,123 shares; 2026Q2: 3,924 shares 3,924 $476K 0.02% -199 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,888 shares; 2024Q4: 19,638 shares; 2025Q1: 20,631 shares; 2025Q2: 21,208 shares; 2025Q3: 21,957 shares; 2025Q4: 22,320 shares; 2026Q1: 23,260 shares; 2026Q2: 22,322 shares 22,322 $470K 0.02% -938 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,820 shares; 2024Q4: 12,339 shares; 2025Q1: 12,676 shares; 2025Q2: 13,103 shares; 2025Q3: 13,486 shares; 2025Q4: 13,763 shares; 2026Q1: 14,470 shares; 2026Q2: 14,692 shares 14,692 $470K 0.02% +222 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: 2,523 shares; 2024Q4: 2,525 shares; 2025Q1: 2,445 shares; 2025Q2: 2,969 shares; 2025Q3: 3,016 shares; 2025Q4: 3,018 shares; 2026Q1: 3,029 shares; 2026Q2: 3,063 shares 3,063 $466K 0.02% +34 Timeline FXI 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: 7,533 shares; 2025Q1: 158 shares; 2025Q2: not reported; 2025Q3: 5,987 shares; 2025Q4: 13,168 shares; 2026Q1: 15,218 shares; 2026Q2: 14,713 shares 14,713 $465K 0.02% -505 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: 27,075 shares; 2024Q4: 25,938 shares; 2025Q1: 23,165 shares; 2025Q2: 23,244 shares; 2025Q3: 21,329 shares; 2025Q4: 20,370 shares; 2026Q1: 4,602 shares; 2026Q2: 3,892 shares 3,892 $461K 0.02% -710 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: 644 shares; 2024Q4: 626 shares; 2025Q1: 677 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 633 shares; 2026Q1: 637 shares; 2026Q2: 645 shares 645 $460K 0.02% +8 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,426 shares; 2026Q2: 2,426 shares 2,426 $460K 0.02% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,019 shares; 2024Q4: 6,019 shares; 2025Q1: 6,047 shares; 2025Q2: 6,047 shares; 2025Q3: 5,112 shares; 2025Q4: 4,754 shares; 2026Q1: 4,740 shares; 2026Q2: 4,313 shares 4,313 $459K 0.02% -427 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: 3,777 shares; 2025Q1: 3,593 shares; 2025Q2: 3,626 shares; 2025Q3: 3,646 shares; 2025Q4: 3,666 shares; 2026Q1: 3,959 shares; 2026Q2: 4,030 shares 4,030 $456K 0.02% +71 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,571 shares; 2025Q1: 17,136 shares; 2025Q2: 13,024 shares; 2025Q3: 13,690 shares; 2025Q4: 12,997 shares; 2026Q1: 13,163 shares; 2026Q2: 13,230 shares 13,230 $452K 0.02% +67 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares; 2026Q1: 7,335 shares; 2026Q2: 8,918 shares 8,918 $451K 0.02% +1,583 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,565 shares; 2024Q4: 56,392 shares; 2025Q1: 58,816 shares; 2025Q2: 66,280 shares; 2025Q3: 85,659 shares; 2025Q4: 15,792 shares; 2026Q1: 16,185 shares; 2026Q2: 12,901 shares 12,901 $449K 0.02% -3,284 Timeline FSIG 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: 13,404 shares; 2024Q4: 13,703 shares; 2025Q1: 14,396 shares; 2025Q2: 14,497 shares; 2025Q3: 15,705 shares; 2025Q4: 16,824 shares; 2026Q1: 23,690 shares; 2026Q2: 23,801 shares 23,801 $449K 0.02% +111 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,878 shares; 2024Q4: 5,775 shares; 2025Q1: 5,496 shares; 2025Q2: 5,809 shares; 2025Q3: 5,192 shares; 2025Q4: 5,182 shares; 2026Q1: 4,669 shares; 2026Q2: 4,787 shares 4,787 $448K 0.02% +118 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: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,505 shares; 2026Q1: 5,318 shares; 2026Q2: 4,865 shares 4,865 $448K 0.02% -453 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: 7,669 shares; 2024Q4: 7,643 shares; 2025Q1: 7,438 shares; 2025Q2: 7,451 shares; 2025Q3: 7,667 shares; 2025Q4: 7,686 shares; 2026Q1: 7,704 shares; 2026Q2: 7,723 shares 7,723 $435K 0.02% +19 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: 10,370 shares; 2025Q3: 6,720 shares; 2025Q4: 5,045 shares; 2026Q1: 4,158 shares; 2026Q2: 4,247 shares 4,247 $432K 0.02% +89 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 7,000 shares; 2025Q1: 7,250 shares; 2025Q2: 7,150 shares; 2025Q3: 6,900 shares; 2025Q4: 6,375 shares; 2026Q1: 6,375 shares; 2026Q2: 6,475 shares 6,475 $430K 0.02% +100 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: 33,035 shares; 2024Q4: 21,935 shares; 2025Q1: 15,999 shares; 2025Q2: 20,600 shares; 2025Q3: 27,685 shares; 2025Q4: 27,775 shares; 2026Q1: 23,605 shares; 2026Q2: 23,819 shares 23,819 $427K 0.02% +214 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 978 shares 978 $422K 0.02% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 2,050 shares; 2025Q1: 10,722 shares; 2025Q2: 12,863 shares; 2025Q3: 4,172 shares; 2025Q4: 3,987 shares; 2026Q1: 4,017 shares; 2026Q2: 4,651 shares 4,651 $421K 0.02% +634 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: 8,508 shares; 2024Q4: 8,511 shares; 2025Q1: 9,168 shares; 2025Q2: 9,172 shares; 2025Q3: 8,597 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares; 2026Q2: 8,727 shares 8,727 $415K 0.02% +137 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 998 shares; 2025Q4: 1,000 shares; 2026Q1: 1,214 shares; 2026Q2: 1,256 shares 1,256 $415K 0.02% +42 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: 10,979 shares; 2024Q4: 10,880 shares; 2025Q1: 7,148 shares; 2025Q2: 8,013 shares; 2025Q3: 9,324 shares; 2025Q4: 7,756 shares; 2026Q1: 8,471 shares; 2026Q2: 9,372 shares 9,372 $413K 0.02% +901 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 608 shares; 2025Q4: 618 shares; 2026Q1: 617 shares; 2026Q2: 573 shares 573 $412K 0.02% -44 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 321 shares; 2025Q4: 309 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $410K 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,379 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 4,449 shares; 2025Q3: 4,804 shares; 2025Q4: 5,007 shares; 2026Q1: 6,144 shares; 2026Q2: 6,381 shares 6,381 $409K 0.02% +237 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,173 shares; 2025Q1: 9,173 shares; 2025Q2: 10,255 shares; 2025Q3: 9,173 shares; 2025Q4: 9,173 shares; 2026Q1: 9,173 shares; 2026Q2: 9,173 shares 9,173 $407K 0.02% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,112 shares; 2024Q4: 5,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,118 shares; 2026Q2: 4,128 shares 4,128 $403K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 2,046 shares; 2026Q2: 3,394 shares 3,394 $401K 0.02% +1,348 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 829 shares 829 $400K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,474 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,487 shares; 2025Q4: 2,408 shares; 2026Q1: 2,422 shares; 2026Q2: 2,454 shares 2,454 $400K 0.02% +32 Timeline BBH 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: 2,170 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $396K 0.02% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,700 shares; 2025Q1: 26,900 shares; 2025Q2: 26,685 shares; 2025Q3: 18,685 shares; 2025Q4: 16,200 shares; 2026Q1: 16,200 shares; 2026Q2: 16,200 shares 16,200 $396K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 1,821 shares; 2025Q1: 1,963 shares; 2025Q2: 1,922 shares; 2025Q3: 2,179 shares; 2025Q4: 2,076 shares; 2026Q1: 2,086 shares; 2026Q2: 2,031 shares 2,031 $395K 0.02% -55 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: 5,397 shares; 2024Q4: 7,327 shares; 2025Q1: 5,660 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,757 shares 5,757 $393K 0.02% +157 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 2,054 shares 2,054 $392K 0.02% +14 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: 216 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $392K 0.02% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,160 shares; 2024Q4: 18,390 shares; 2025Q1: 23,410 shares; 2025Q2: 23,810 shares; 2025Q3: 23,810 shares; 2025Q4: 24,690 shares; 2026Q1: 25,215 shares; 2026Q2: 48,340 shares 48,340 $392K 0.02% +23,125 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 2,492 shares; 2025Q2: 3,579 shares; 2025Q3: 4,367 shares; 2025Q4: 4,311 shares; 2026Q1: 4,430 shares; 2026Q2: 4,504 shares 4,504 $392K 0.02% +74 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,835 shares; 2024Q4: 103,754 shares; 2025Q1: 125 shares; 2025Q2: 99 shares; 2025Q3: 5,667 shares; 2025Q4: 14,874 shares; 2026Q1: 14,815 shares; 2026Q2: 14,790 shares 14,790 $383K 0.02% -25 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,780 shares; 2024Q4: 10,782 shares; 2025Q1: 10,784 shares; 2025Q2: 9,286 shares; 2025Q3: 9,014 shares; 2025Q4: 9,016 shares; 2026Q1: 9,338 shares; 2026Q2: 9,770 shares 9,770 $378K 0.02% +432 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 7,096 shares; 2025Q1: 7,168 shares; 2025Q2: 7,197 shares; 2025Q3: 7,198 shares; 2025Q4: 7,197 shares; 2026Q1: 9,895 shares; 2026Q2: 9,889 shares 9,889 $375K 0.02% -6 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: 833 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 711 shares; 2025Q4: 713 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $374K 0.02% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: not reported; 2025Q4: 971 shares; 2026Q1: 974 shares; 2026Q2: 963 shares 963 $371K 0.02% -11 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: 3,454 shares; 2025Q3: 4,618 shares; 2025Q4: 4,441 shares; 2026Q1: 4,428 shares; 2026Q2: 4,689 shares 4,689 $370K 0.02% +261 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,406 shares; 2025Q1: 2,357 shares; 2025Q2: 1,711 shares; 2025Q3: 1,781 shares; 2025Q4: 1,793 shares; 2026Q1: 1,847 shares; 2026Q2: 1,899 shares 1,899 $368K 0.02% +52 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,518 shares; 2025Q2: 3,533 shares; 2025Q3: 3,717 shares; 2025Q4: 5,253 shares; 2026Q1: 6,642 shares; 2026Q2: 7,207 shares 7,207 $368K 0.02% +565 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: 20,388 shares; 2024Q4: 22,849 shares; 2025Q1: 31,326 shares; 2025Q2: 33,159 shares; 2025Q3: 45,181 shares; 2025Q4: 5,528 shares; 2026Q1: 4,224 shares; 2026Q2: 2,808 shares 2,808 $367K 0.02% -1,416 Timeline OUSA 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: 6,128 shares; 2024Q4: 6,151 shares; 2025Q1: 6,173 shares; 2025Q2: 6,197 shares; 2025Q3: 6,219 shares; 2025Q4: 6,241 shares; 2026Q1: 6,264 shares; 2026Q2: 6,287 shares 6,287 $367K 0.02% +23 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 2,945 shares; 2025Q1: 2,948 shares; 2025Q2: 2,951 shares; 2025Q3: 2,876 shares; 2025Q4: 2,880 shares; 2026Q1: 3,044 shares; 2026Q2: 2,787 shares 2,787 $367K 0.02% -257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares; 2026Q2: 4,002 shares 4,002 $363K 0.02% +37 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: 868 shares; 2024Q4: 904 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 868 shares 868 $362K 0.02% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,363 shares; 2024Q4: 5,618 shares; 2025Q1: 5,703 shares; 2025Q2: 5,736 shares; 2025Q3: 5,921 shares; 2025Q4: 5,964 shares; 2026Q1: 6,024 shares; 2026Q2: 6,257 shares 6,257 $357K 0.02% +233 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: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 5,139 shares; 2025Q3: 5,929 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares; 2026Q2: 5,861 shares 5,861 $354K 0.02% +301 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: not reported; 2025Q1: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,179 shares; 2026Q1: 3,160 shares; 2026Q2: 3,160 shares 3,160 $353K 0.02% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,938 shares; 2024Q4: 16,964 shares; 2025Q1: 16,990 shares; 2025Q2: 17,016 shares; 2025Q3: 17,043 shares; 2025Q4: 17,066 shares; 2026Q1: 17,087 shares; 2026Q2: 23,989 shares 23,989 $353K 0.02% +6,902 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,049 shares 4,049 $352K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,712 shares; 2026Q1: 1,722 shares; 2026Q2: 1,727 shares 1,727 $348K 0.01% +5 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,279 shares 1,279 $348K 0.01% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI 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: 18,400 shares 18,400 $345K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984 shares; 2024Q4: 1,980 shares; 2025Q1: 1,801 shares; 2025Q2: 1,791 shares; 2025Q3: 1,930 shares; 2025Q4: 1,932 shares; 2026Q1: 1,988 shares; 2026Q2: 2,067 shares 2,067 $345K 0.01% +79 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,290 shares; 2025Q4: 10,710 shares; 2026Q1: 14,584 shares; 2026Q2: 16,086 shares 16,086 $344K 0.01% +1,502 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: 5,697 shares; 2024Q4: 5,833 shares; 2025Q1: 3,168 shares; 2025Q2: 3,114 shares; 2025Q3: 2,116 shares; 2025Q4: 1,816 shares; 2026Q1: 1,970 shares; 2026Q2: 1,955 shares 1,955 $343K 0.01% -15 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,093 shares; 2025Q1: 2,112 shares; 2025Q2: 2,428 shares; 2025Q3: 2,403 shares; 2025Q4: 1,749 shares; 2026Q1: 2,084 shares; 2026Q2: 2,083 shares 2,083 $341K 0.01% -1 Timeline QQEW 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: 5,046 shares; 2024Q4: 5,040 shares; 2025Q1: 2,687 shares; 2025Q2: 2,036 shares; 2025Q3: 2,047 shares; 2025Q4: 2,072 shares; 2026Q1: 2,113 shares; 2026Q2: 2,114 shares 2,114 $337K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 169 shares 169 $336K 0.01% +3 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,752 shares; 2025Q3: 783,611 shares; 2025Q4: 14,262 shares; 2026Q1: 11,116 shares; 2026Q2: 11,112 shares 11,112 $335K 0.01% -4 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,071 shares; 2024Q4: 7,088 shares; 2025Q1: 6,456 shares; 2025Q2: 6,511 shares; 2025Q3: 3,862 shares; 2025Q4: 3,568 shares; 2026Q1: 3,550 shares; 2026Q2: 3,475 shares 3,475 $334K 0.01% -75 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: 44,481 shares; 2024Q4: 54,845 shares; 2025Q1: 51,195 shares; 2025Q2: 58,149 shares; 2025Q3: 16,899 shares; 2025Q4: 15,170 shares; 2026Q1: 13,715 shares; 2026Q2: 13,921 shares 13,921 $333K 0.01% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,422 shares; 2026Q2: 1,439 shares 1,439 $330K 0.01% +17 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: 2,495 shares; 2024Q4: 2,501 shares; 2025Q1: 2,371 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,165 shares; 2026Q1: 2,427 shares; 2026Q2: 2,610 shares 2,610 $330K 0.01% +183 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 63 shares; 2025Q4: 65 shares; 2026Q1: 76 shares; 2026Q2: 1,845 shares 1,845 $329K 0.01% +1,769 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,436 shares; 2025Q4: 1,434 shares; 2026Q1: 1,579 shares; 2026Q2: 1,355 shares 1,355 $329K 0.01% -224 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,727 shares; 2025Q3: 3,850 shares; 2025Q4: 3,970 shares; 2026Q1: 4,090 shares; 2026Q2: 4,278 shares 4,278 $326K 0.01% +188 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,406 shares 2,406 $326K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,240 shares; 2025Q1: 3,267 shares; 2025Q2: 3,270 shares; 2025Q3: 3,179 shares; 2025Q4: 3,183 shares; 2026Q1: 3,128 shares; 2026Q2: 3,122 shares 3,122 $322K 0.01% -6 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 647 shares; 2025Q3: 627 shares; 2025Q4: 604 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $321K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $319K 0.01% 0 Timeline JHMU JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,684 shares; 2025Q1: 14,359 shares; 2025Q2: 14,259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,074 shares; 2026Q2: 12,074 shares 12,074 $318K 0.01% 0 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: 1,308 shares; 2024Q4: 1,252 shares; 2025Q1: 1,253 shares; 2025Q2: 1,254 shares; 2025Q3: 1,262 shares; 2025Q4: 1,263 shares; 2026Q1: 1,289 shares; 2026Q2: 1,332 shares 1,332 $317K 0.01% +43 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,590 shares; 2025Q4: 1,577 shares; 2026Q1: 1,579 shares; 2026Q2: 1,603 shares 1,603 $317K 0.01% +24 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: 4,089 shares; 2024Q4: 3,711 shares; 2025Q1: 3,712 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares; 2025Q4: 3,716 shares; 2026Q1: 3,736 shares; 2026Q2: 3,768 shares 3,768 $315K 0.01% +32 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,961 shares 6,961 $315K 0.01% new Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 8,587 shares; 2025Q3: 12,263 shares; 2025Q4: 9,600 shares; 2026Q1: 10,320 shares; 2026Q2: 14,670 shares 14,670 $310K 0.01% +4,350 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: 2,589 shares; 2024Q4: 2,253 shares; 2025Q1: 2,267 shares; 2025Q2: 1,911 shares; 2025Q3: 1,926 shares; 2025Q4: 1,947 shares; 2026Q1: 1,961 shares; 2026Q2: 1,976 shares 1,976 $309K 0.01% +15 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: 23,982 shares; 2024Q4: 23,207 shares; 2025Q1: 23,310 shares; 2025Q2: 23,538 shares; 2025Q3: 23,070 shares; 2025Q4: 22,909 shares; 2026Q1: 1,165 shares; 2026Q2: 1,168 shares 1,168 $304K 0.01% +3 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,421 shares 11,421 $303K 0.01% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,136 shares; 2024Q4: 27,636 shares; 2025Q1: 31,236 shares; 2025Q2: 31,236 shares; 2025Q3: 36,386 shares; 2025Q4: 38,410 shares; 2026Q1: 34,410 shares; 2026Q2: 35,160 shares 35,160 $299K 0.01% +750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,540 shares; 2026Q2: 5,580 shares 5,580 $295K 0.01% +40 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,969 shares; 2025Q4: 13,648 shares; 2026Q1: 13,529 shares; 2026Q2: 12,792 shares 12,792 $291K 0.01% -737 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,875 shares; 2025Q2: 7,875 shares; 2025Q3: 7,875 shares; 2025Q4: 7,875 shares; 2026Q1: 7,875 shares; 2026Q2: 7,875 shares 7,875 $290K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 752 shares; 2026Q1: 785 shares; 2026Q2: 818 shares 818 $290K 0.01% +33 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 6,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,130 shares; 2026Q2: 5,375 shares 5,375 $289K 0.01% +245 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,563 shares; 2024Q4: 5,579 shares; 2025Q1: 5,311 shares; 2025Q2: 5,574 shares; 2025Q3: 5,088 shares; 2025Q4: 5,102 shares; 2026Q1: 5,117 shares; 2026Q2: 5,130 shares 5,130 $287K 0.01% +13 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,529 shares; 2025Q4: 7,804 shares; 2026Q1: 7,804 shares; 2026Q2: 7,804 shares 7,804 $287K 0.01% 0 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,869 shares; 2024Q4: 21,669 shares; 2025Q1: 21,769 shares; 2025Q2: 23,369 shares; 2025Q3: 23,369 shares; 2025Q4: 23,369 shares; 2026Q1: 23,369 shares; 2026Q2: 23,169 shares 23,169 $286K 0.01% -200 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: 5,149 shares; 2024Q4: 4,086 shares; 2025Q1: not reported; 2025Q2: 3,741 shares; 2025Q3: 3,753 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,105 shares 3,105 $283K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,704 shares; 2026Q2: 11,973 shares 11,973 $283K 0.01% +5,269 Timeline SUSC 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: 10,136 shares; 2025Q1: 10,665 shares; 2025Q2: 12,074 shares; 2025Q3: 11,889 shares; 2025Q4: 11,991 shares; 2026Q1: 12,046 shares; 2026Q2: 12,108 shares 12,108 $280K 0.01% +62 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,947 shares; 2024Q4: 3,102 shares; 2025Q1: 3,037 shares; 2025Q2: 2,199 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,035 shares; 2026Q2: 2,075 shares 2,075 $279K 0.01% +40 Timeline VCR 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: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $278K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,740 shares; 2026Q2: 5,818 shares 5,818 $277K 0.01% +78 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: 4,476 shares; 2024Q4: 4,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares; 2026Q2: 5,473 shares 5,473 $277K 0.01% +457 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: 717 shares; 2024Q4: 728 shares; 2025Q1: 669 shares; 2025Q2: 682 shares; 2025Q3: 658 shares; 2025Q4: 641 shares; 2026Q1: 620 shares; 2026Q2: 684 shares 684 $275K 0.01% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares; 2026Q2: 2,340 shares 2,340 $275K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 693 shares 693 $273K 0.01% new Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 6,650 shares; 2025Q4: 7,478 shares; 2026Q1: 7,603 shares; 2026Q2: 7,603 shares 7,603 $273K 0.01% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,025 shares 2,025 $270K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,069 shares; 2025Q2: 2,138 shares; 2025Q3: 2,174 shares; 2025Q4: 2,050 shares; 2026Q1: 2,024 shares; 2026Q2: 2,291 shares 2,291 $268K 0.01% +267 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares; 2026Q2: 5,285 shares 5,285 $266K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,117 shares 5,117 $265K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,690 shares 2,690 $264K 0.01% new Timeline