AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717,149 shares; 2024Q4: 767,733 shares; 2025Q1: 790,483 shares; 2025Q2: 832,443 shares; 2025Q3: 844,124 shares; 2025Q4: 844,258 shares; 2026Q1: 858,322 shares; 2026Q2: 843,779 shares 843,779 $244M 3.55% -14,543 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: 1,080,006 shares; 2024Q4: 1,102,339 shares; 2025Q1: 1,047,822 shares; 2025Q2: 1,036,142 shares; 2025Q3: 1,129,854 shares; 2025Q4: 1,166,832 shares; 2026Q1: 1,120,171 shares; 2026Q2: 1,165,618 shares 1,165,618 $233M 3.39% +45,447 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: 206,981 shares; 2024Q4: 220,836 shares; 2025Q1: 235,856 shares; 2025Q2: 254,791 shares; 2025Q3: 262,989 shares; 2025Q4: 275,124 shares; 2026Q1: 292,123 shares; 2026Q2: 296,327 shares 296,327 $111M 1.61% +4,204 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: 328,967 shares; 2024Q4: 366,509 shares; 2025Q1: 382,116 shares; 2025Q2: 437,444 shares; 2025Q3: 455,407 shares; 2025Q4: 425,315 shares; 2026Q1: 453,861 shares; 2026Q2: 454,422 shares 454,422 $108M 1.57% +561 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: 95,620 shares; 2024Q4: 103,686 shares; 2025Q1: 105,607 shares; 2025Q2: 75,050 shares; 2025Q3: 71,665 shares; 2025Q4: 88,450 shares; 2026Q1: 95,444 shares; 2026Q2: 97,568 shares 97,568 $104M 1.51% +2,124 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: 167,262 shares; 2024Q4: 204,314 shares; 2025Q1: 214,430 shares; 2025Q2: 238,104 shares; 2025Q3: 248,959 shares; 2025Q4: 286,930 shares; 2026Q1: 286,101 shares; 2026Q2: 272,534 shares 272,534 $97.4M 1.41% -13,567 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: 140,340 shares; 2024Q4: 142,582 shares; 2025Q1: 144,909 shares; 2025Q2: 136,822 shares; 2025Q3: 139,026 shares; 2025Q4: 153,898 shares; 2026Q1: 139,784 shares; 2026Q2: 131,820 shares 131,820 $97.2M 1.41% -7,964 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: 890,380 shares; 2024Q4: 860,075 shares; 2025Q1: 955,665 shares; 2025Q2: 1,060,141 shares; 2025Q3: 1,090,919 shares; 2025Q4: 1,113,908 shares; 2026Q1: 1,171,062 shares; 2026Q2: 1,105,561 shares 1,105,561 $89.6M 1.3% -65,501 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: 122,923 shares; 2024Q4: 126,524 shares; 2025Q1: 131,157 shares; 2025Q2: 241,695 shares; 2025Q3: 246,535 shares; 2025Q4: 248,629 shares; 2026Q1: 236,351 shares; 2026Q2: 241,030 shares 241,030 $85.2M 1.24% +4,679 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: 226,192 shares; 2024Q4: 264,412 shares; 2025Q1: 270,796 shares; 2025Q2: 231,326 shares; 2025Q3: 222,501 shares; 2025Q4: 210,078 shares; 2026Q1: 218,121 shares; 2026Q2: 207,114 shares 207,114 $78.3M 1.14% -11,007 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: 153,395 shares; 2024Q4: 172,581 shares; 2025Q1: 178,789 shares; 2025Q2: 222,489 shares; 2025Q3: 239,509 shares; 2025Q4: 233,284 shares; 2026Q1: 232,028 shares; 2026Q2: 229,858 shares 229,858 $75.3M 1.09% -2,170 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,242 shares; 2024Q4: 112,436 shares; 2025Q1: 103,964 shares; 2025Q2: 112,894 shares; 2025Q3: 103,308 shares; 2025Q4: 98,585 shares; 2026Q1: 93,093 shares; 2026Q2: 99,549 shares 99,549 $74.4M 1.08% +6,456 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,081 shares; 2024Q4: 782,493 shares; 2025Q1: 989,668 shares; 2025Q2: 1,074,317 shares; 2025Q3: 1,186,243 shares; 2025Q4: 1,307,483 shares; 2026Q1: 1,440,378 shares; 2026Q2: 1,405,335 shares 1,405,335 $66.3M 0.96% -35,043 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: 36,964 shares; 2024Q4: 40,480 shares; 2025Q1: 42,308 shares; 2025Q2: 160,532 shares; 2025Q3: 155,503 shares; 2025Q4: 154,785 shares; 2026Q1: 140,042 shares; 2026Q2: 130,881 shares 130,881 $65.5M 0.95% -9,161 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: 58,711 shares; 2024Q4: 66,469 shares; 2025Q1: 68,065 shares; 2025Q2: 94,132 shares; 2025Q3: 79,053 shares; 2025Q4: 80,570 shares; 2026Q1: 80,037 shares; 2026Q2: 83,774 shares 83,774 $62.8M 0.91% +3,737 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,825 shares; 2024Q4: 859,803 shares; 2025Q1: 994,094 shares; 2025Q2: 1,047,176 shares; 2025Q3: 1,115,043 shares; 2025Q4: 1,121,607 shares; 2026Q1: 1,169,051 shares; 2026Q2: 1,237,244 shares 1,237,244 $61M 0.89% +68,193 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: 35,187 shares; 2024Q4: 48,848 shares; 2025Q1: 49,374 shares; 2025Q2: 61,926 shares; 2025Q3: 50,763 shares; 2025Q4: 102,852 shares; 2026Q1: 103,159 shares; 2026Q2: 49,032 shares 49,032 $56.6M 0.82% -54,127 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: 24,629 shares; 2024Q4: 25,377 shares; 2025Q1: 27,261 shares; 2025Q2: 44,963 shares; 2025Q3: 53,110 shares; 2025Q4: 54,090 shares; 2026Q1: 47,840 shares; 2026Q2: 46,944 shares 46,944 $56.3M 0.82% -896 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: 439,793 shares; 2024Q4: 436,896 shares; 2025Q1: 453,925 shares; 2025Q2: 447,698 shares; 2025Q3: 431,239 shares; 2025Q4: 417,546 shares; 2026Q1: 413,557 shares; 2026Q2: 410,242 shares 410,242 $56.1M 0.81% -3,315 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: 18,472 shares; 2024Q4: 34,392 shares; 2025Q1: 34,465 shares; 2025Q2: 44,941 shares; 2025Q3: 49,254 shares; 2025Q4: 53,189 shares; 2026Q1: 71,953 shares; 2026Q2: 70,875 shares 70,875 $51.3M 0.74% -1,078 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: 303,875 shares; 2024Q4: 348,666 shares; 2025Q1: 338,775 shares; 2025Q2: 450,306 shares; 2025Q3: 438,666 shares; 2025Q4: 436,065 shares; 2026Q1: 431,179 shares; 2026Q2: 437,836 shares 437,836 $49.6M 0.72% +6,657 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: 45,693 shares; 2024Q4: 55,657 shares; 2025Q1: 61,168 shares; 2025Q2: 66,882 shares; 2025Q3: 68,069 shares; 2025Q4: 77,523 shares; 2026Q1: 86,934 shares; 2026Q2: 87,954 shares 87,954 $49.6M 0.72% +1,020 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: 850,925 shares; 2024Q4: 803,821 shares; 2025Q1: 790,523 shares; 2025Q2: 812,251 shares; 2025Q3: 787,243 shares; 2025Q4: 707,992 shares; 2026Q1: 631,578 shares; 2026Q2: 596,001 shares 596,001 $45.2M 0.66% -35,577 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: 110,265 shares; 2024Q4: 86,874 shares; 2025Q1: 91,242 shares; 2025Q2: 89,142 shares; 2025Q3: 90,412 shares; 2025Q4: 91,884 shares; 2026Q1: 174,333 shares; 2026Q2: 174,910 shares 174,910 $44.4M 0.65% +577 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,150 shares; 2024Q4: 27,135 shares; 2025Q1: 178,673 shares; 2025Q2: 31,797 shares; 2025Q3: 30,442 shares; 2025Q4: 184,865 shares; 2026Q1: 180,495 shares; 2026Q2: 166,431 shares 166,431 $40.4M 0.59% -14,064 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: 33,039 shares; 2024Q4: 42,456 shares; 2025Q1: 63,615 shares; 2025Q2: 47,988 shares; 2025Q3: 48,198 shares; 2025Q4: 53,803 shares; 2026Q1: 56,962 shares; 2026Q2: 56,586 shares 56,586 $38.9M 0.57% -376 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,555 shares; 2025Q2: 32,730 shares; 2025Q3: 38,579 shares; 2025Q4: 25,575 shares; 2026Q1: 56,710 shares; 2026Q2: 60,180 shares 60,180 $38.4M 0.56% +3,470 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: 87,602 shares; 2024Q4: 87,515 shares; 2025Q1: 74,884 shares; 2025Q2: 70,469 shares; 2025Q3: 98,308 shares; 2025Q4: 102,187 shares; 2026Q1: 74,906 shares; 2026Q2: 64,869 shares 64,869 $37.7M 0.55% -10,037 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: 67,281 shares; 2024Q4: 85,385 shares; 2025Q1: 80,156 shares; 2025Q2: 64,903 shares; 2025Q3: 84,255 shares; 2025Q4: 237,084 shares; 2026Q1: 277,247 shares; 2026Q2: 264,972 shares 264,972 $37M 0.54% -12,275 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: 86,338 shares; 2024Q4: 83,770 shares; 2025Q1: 90,257 shares; 2025Q2: 100,410 shares; 2025Q3: 116,574 shares; 2025Q4: 110,272 shares; 2026Q1: 103,335 shares; 2026Q2: 98,406 shares 98,406 $36.3M 0.53% -4,929 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: 227,112 shares; 2024Q4: 229,990 shares; 2025Q1: 242,126 shares; 2025Q2: 244,590 shares; 2025Q3: 250,399 shares; 2025Q4: 253,709 shares; 2026Q1: 248,922 shares; 2026Q2: 244,751 shares 244,751 $35.9M 0.52% -4,171 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: 157,316 shares 157,316 $34.8M 0.51% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 2,379 shares; 2025Q4: 2,669 shares; 2026Q1: 19,510 shares; 2026Q2: 97,603 shares 97,603 $34.6M 0.5% +78,093 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: 298,537 shares; 2024Q4: 299,147 shares; 2025Q1: 313,127 shares; 2025Q2: 980,094 shares; 2025Q3: 979,277 shares; 2025Q4: 967,764 shares; 2026Q1: 941,495 shares; 2026Q2: 935,668 shares 935,668 $34.4M 0.5% -5,827 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: 51,908 shares; 2024Q4: 55,936 shares; 2025Q1: 58,774 shares; 2025Q2: 76,529 shares; 2025Q3: 73,248 shares; 2025Q4: 74,235 shares; 2026Q1: 71,245 shares; 2026Q2: 399,200 shares 399,200 $34.4M 0.5% +327,955 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: 661,829 shares; 2024Q4: 713,663 shares; 2025Q1: 804,505 shares; 2025Q2: 834,088 shares; 2025Q3: 804,751 shares; 2025Q4: 744,892 shares; 2026Q1: 852,512 shares; 2026Q2: 796,153 shares 796,153 $34.4M 0.5% -56,359 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: 152,884 shares 152,884 $34.2M 0.5% new 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: 16,524 shares; 2024Q4: 16,788 shares; 2025Q1: 17,566 shares; 2025Q2: 20,509 shares; 2025Q3: 18,046 shares; 2025Q4: 288,697 shares; 2026Q1: 483,439 shares; 2026Q2: 471,017 shares 471,017 $33.6M 0.49% -12,422 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: 56,904 shares; 2024Q4: 63,749 shares; 2025Q1: 67,527 shares; 2025Q2: 89,364 shares; 2025Q3: 93,301 shares; 2025Q4: 92,498 shares; 2026Q1: 95,344 shares; 2026Q2: 94,580 shares 94,580 $32.5M 0.47% -764 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: 5,841 shares; 2024Q4: 28,049 shares; 2025Q1: 67,299 shares; 2025Q2: 75,903 shares; 2025Q3: 76,765 shares; 2025Q4: 104,585 shares; 2026Q1: 105,306 shares; 2026Q2: 123,981 shares 123,981 $31.7M 0.46% +18,675 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: 41,825 shares; 2024Q4: 43,774 shares; 2025Q1: 46,055 shares; 2025Q2: 45,920 shares; 2025Q3: 45,600 shares; 2025Q4: 45,890 shares; 2026Q1: 77,539 shares; 2026Q2: 79,574 shares 79,574 $31.6M 0.46% +2,035 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,580 shares; 2025Q1: 9,873 shares; 2025Q2: 71,133 shares; 2025Q3: 78,497 shares; 2025Q4: 60,949 shares; 2026Q1: 86,557 shares; 2026Q2: 71,870 shares 71,870 $31.1M 0.45% -14,687 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: 73,862 shares; 2024Q4: 77,152 shares; 2025Q1: 83,310 shares; 2025Q2: 82,686 shares; 2025Q3: 85,947 shares; 2025Q4: 89,650 shares; 2026Q1: 79,694 shares; 2026Q2: 83,642 shares 83,642 $31M 0.45% +3,948 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,073 shares; 2024Q4: 59,293 shares; 2025Q1: 56,133 shares; 2025Q2: 56,433 shares; 2025Q3: 56,136 shares; 2025Q4: 58,708 shares; 2026Q1: 65,414 shares; 2026Q2: 336,415 shares 336,415 $29.6M 0.43% +271,001 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: 237,639 shares; 2024Q4: 237,980 shares; 2025Q1: 237,118 shares; 2025Q2: 237,895 shares; 2025Q3: 235,124 shares; 2025Q4: 237,072 shares; 2026Q1: 248,639 shares; 2026Q2: 249,715 shares 249,715 $29.4M 0.43% +1,076 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: 142,287 shares; 2024Q4: 149,838 shares; 2025Q1: 150,690 shares; 2025Q2: 143,147 shares; 2025Q3: 135,995 shares; 2025Q4: 130,554 shares; 2026Q1: 137,167 shares; 2026Q2: 134,317 shares 134,317 $29.3M 0.43% -2,850 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: 839,201 shares; 2024Q4: 824,842 shares; 2025Q1: 839,426 shares; 2025Q2: 822,734 shares; 2025Q3: 775,878 shares; 2025Q4: 628,662 shares; 2026Q1: 616,506 shares; 2026Q2: 597,550 shares 597,550 $28.8M 0.42% -18,956 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: 456,916 shares; 2024Q4: 490,378 shares; 2025Q1: 513,412 shares; 2025Q2: 443,337 shares; 2025Q3: 450,878 shares; 2025Q4: 434,569 shares; 2026Q1: 536,683 shares; 2026Q2: 524,477 shares 524,477 $26.1M 0.38% -12,206 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: 10,519 shares; 2024Q4: 11,025 shares; 2025Q1: 11,539 shares; 2025Q2: 26,115 shares; 2025Q3: 27,727 shares; 2025Q4: 55,031 shares; 2026Q1: 43,018 shares; 2026Q2: 34,207 shares 34,207 $26.1M 0.38% -8,811 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: 552,979 shares; 2024Q4: 563,979 shares; 2025Q1: 567,225 shares; 2025Q2: 1,147,512 shares; 2025Q3: 1,291,526 shares; 2025Q4: 1,525,021 shares; 2026Q1: 1,342,573 shares; 2026Q2: 1,340,709 shares 1,340,709 $25.3M 0.37% -1,864 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: 1,622,012 shares; 2024Q4: 1,841,207 shares; 2025Q1: 1,853,388 shares; 2025Q2: 1,536,026 shares; 2025Q3: 1,556,745 shares; 2025Q4: 1,541,462 shares; 2026Q1: 1,516,744 shares; 2026Q2: 1,413,667 shares 1,413,667 $25.3M 0.37% -103,077 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,576 shares; 2025Q3: 64,779 shares; 2025Q4: 65,328 shares; 2026Q1: 69,764 shares; 2026Q2: 69,140 shares 69,140 $24.6M 0.36% -624 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837,957 shares; 2024Q4: 827,453 shares; 2025Q1: 815,520 shares; 2025Q2: 791,823 shares; 2025Q3: 760,270 shares; 2025Q4: 680,543 shares; 2026Q1: 606,601 shares; 2026Q2: 442,285 shares 442,285 $24.5M 0.36% -164,316 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: 26,326 shares; 2024Q4: 27,237 shares; 2025Q1: 27,806 shares; 2025Q2: 29,863 shares; 2025Q3: 25,450 shares; 2025Q4: 26,823 shares; 2026Q1: 26,316 shares; 2026Q2: 26,065 shares 26,065 $24.4M 0.35% -251 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: 72,554 shares; 2024Q4: 78,643 shares; 2025Q1: 90,682 shares; 2025Q2: 89,186 shares; 2025Q3: 93,424 shares; 2025Q4: 89,935 shares; 2026Q1: 93,241 shares; 2026Q2: 96,118 shares 96,118 $24.2M 0.35% +2,877 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: 150,824 shares; 2024Q4: 140,027 shares; 2025Q1: 142,749 shares; 2025Q2: 148,189 shares; 2025Q3: 149,157 shares; 2025Q4: 151,846 shares; 2026Q1: 148,911 shares; 2026Q2: 144,599 shares 144,599 $24M 0.35% -4,312 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: 440,590 shares; 2024Q4: 467,001 shares; 2025Q1: 509,323 shares; 2025Q2: 543,695 shares; 2025Q3: 540,359 shares; 2025Q4: 455,076 shares; 2026Q1: 459,668 shares; 2026Q2: 423,847 shares 423,847 $23.9M 0.35% -35,821 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: 20,632 shares; 2024Q4: 23,314 shares; 2025Q1: 30,434 shares; 2025Q2: 47,432 shares; 2025Q3: 50,469 shares; 2025Q4: 66,876 shares; 2026Q1: 79,927 shares; 2026Q2: 78,303 shares 78,303 $23.8M 0.34% -1,624 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,557 shares; 2024Q4: 152,937 shares; 2025Q1: 190,025 shares; 2025Q2: 244,963 shares; 2025Q3: 270,466 shares; 2025Q4: 280,082 shares; 2026Q1: 307,598 shares; 2026Q2: 310,091 shares 310,091 $23.5M 0.34% +2,493 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: 634,037 shares; 2024Q4: 490,908 shares; 2025Q1: 475,420 shares; 2025Q2: 533,687 shares; 2025Q3: 533,624 shares; 2025Q4: 528,388 shares; 2026Q1: 535,827 shares; 2026Q2: 526,865 shares 526,865 $23M 0.33% -8,962 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: 26,951 shares; 2024Q4: 83,249 shares; 2025Q1: 227,744 shares; 2025Q2: 268,996 shares; 2025Q3: 274,470 shares; 2025Q4: 227,489 shares; 2026Q1: 199,342 shares; 2026Q2: 193,072 shares 193,072 $22.5M 0.33% -6,270 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,369 shares; 2024Q4: 13,545 shares; 2025Q1: 15,918 shares; 2025Q2: 44,400 shares; 2025Q3: 46,035 shares; 2025Q4: 47,168 shares; 2026Q1: 44,841 shares; 2026Q2: 42,880 shares 42,880 $22.3M 0.32% -1,961 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,369 shares; 2024Q4: 57,254 shares; 2025Q1: 35,438 shares; 2025Q2: 49,238 shares; 2025Q3: 49,945 shares; 2025Q4: 61,837 shares; 2026Q1: 60,504 shares; 2026Q2: 52,780 shares 52,780 $22.2M 0.32% -7,724 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: 13,280 shares; 2024Q4: 29,778 shares; 2025Q1: 35,926 shares; 2025Q2: 48,516 shares; 2025Q3: 55,278 shares; 2025Q4: 50,158 shares; 2026Q1: 63,034 shares; 2026Q2: 62,571 shares 62,571 $21.3M 0.31% -463 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: 318,180 shares; 2024Q4: 368,290 shares; 2025Q1: 385,529 shares; 2025Q2: 399,410 shares; 2025Q3: 399,854 shares; 2025Q4: 385,143 shares; 2026Q1: 382,296 shares; 2026Q2: 373,611 shares 373,611 $21.3M 0.31% -8,685 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 2,996 shares; 2025Q4: 3,112 shares; 2026Q1: 21,297 shares; 2026Q2: 22,041 shares 22,041 $21.3M 0.31% +744 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: 391,427 shares; 2024Q4: 443,206 shares; 2025Q1: 580,680 shares; 2025Q2: 683,304 shares; 2025Q3: 753,087 shares; 2025Q4: 559,076 shares; 2026Q1: 678,830 shares; 2026Q2: 714,319 shares 714,319 $21M 0.31% +35,489 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: 50,495 shares; 2024Q4: 57,513 shares; 2025Q1: 57,191 shares; 2025Q2: 62,878 shares; 2025Q3: 57,495 shares; 2025Q4: 57,040 shares; 2026Q1: 59,880 shares; 2026Q2: 31,622 shares 31,622 $20.7M 0.3% -28,258 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,963 shares; 2024Q4: 422,599 shares; 2025Q1: 460,039 shares; 2025Q2: 1,036,611 shares; 2025Q3: 1,051,976 shares; 2025Q4: 1,057,943 shares; 2026Q1: 1,064,992 shares; 2026Q2: 1,062,395 shares 1,062,395 $20.3M 0.3% -2,597 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: 181,559 shares; 2024Q4: 224,648 shares; 2025Q1: 161,948 shares; 2025Q2: 169,031 shares; 2025Q3: 180,087 shares; 2025Q4: 181,493 shares; 2026Q1: 190,119 shares; 2026Q2: 171,316 shares 171,316 $20.1M 0.29% -18,803 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: 368,037 shares; 2024Q4: 570,691 shares; 2025Q1: 646,382 shares; 2025Q2: 664,373 shares; 2025Q3: 686,664 shares; 2025Q4: 731,915 shares; 2026Q1: 759,862 shares; 2026Q2: 549,627 shares 549,627 $20.1M 0.29% -210,235 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,031 shares; 2024Q4: 228,053 shares; 2025Q1: 223,898 shares; 2025Q2: 223,339 shares; 2025Q3: 207,347 shares; 2025Q4: 203,493 shares; 2026Q1: 205,801 shares; 2026Q2: 192,356 shares 192,356 $20M 0.29% -13,445 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: 576,054 shares; 2025Q1: 638,715 shares; 2025Q2: 905,153 shares; 2025Q3: 956,493 shares; 2025Q4: 1,068,137 shares; 2026Q1: 1,239,210 shares; 2026Q2: 954,758 shares 954,758 $19.9M 0.29% -284,452 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: 31,579 shares; 2024Q4: 30,654 shares; 2025Q1: 28,978 shares; 2025Q2: 32,405 shares; 2025Q3: 33,867 shares; 2025Q4: 34,255 shares; 2026Q1: 37,660 shares; 2026Q2: 38,047 shares 38,047 $19.9M 0.29% +387 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: 45,747 shares; 2024Q4: 46,497 shares; 2025Q1: 53,401 shares; 2025Q2: 56,788 shares; 2025Q3: 56,434 shares; 2025Q4: 57,292 shares; 2026Q1: 56,556 shares; 2026Q2: 55,497 shares 55,497 $19.6M 0.28% -1,059 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: 59,915 shares; 2024Q4: 59,783 shares; 2025Q1: 63,286 shares; 2025Q2: 48,252 shares; 2025Q3: 35,672 shares; 2025Q4: 31,275 shares; 2026Q1: 40,376 shares; 2026Q2: 40,262 shares 40,262 $19.2M 0.28% -114 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: 201,270 shares; 2024Q4: 177,755 shares; 2025Q1: 176,740 shares; 2025Q2: 178,693 shares; 2025Q3: 173,611 shares; 2025Q4: 165,161 shares; 2026Q1: 139,817 shares; 2026Q2: 125,241 shares 125,241 $19M 0.28% -14,576 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: 414,093 shares; 2024Q4: 345,501 shares; 2025Q1: 317,510 shares; 2025Q2: 353,325 shares; 2025Q3: 347,651 shares; 2025Q4: 305,634 shares; 2026Q1: 332,972 shares; 2026Q2: 309,875 shares 309,875 $18.5M 0.27% -23,097 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: 58,698 shares; 2024Q4: 60,764 shares; 2025Q1: 66,478 shares; 2025Q2: 65,043 shares; 2025Q3: 66,303 shares; 2025Q4: 65,180 shares; 2026Q1: 63,474 shares; 2026Q2: 66,075 shares 66,075 $17.9M 0.26% +2,601 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: 34,642 shares; 2024Q4: 35,092 shares; 2025Q1: 31,613 shares; 2025Q2: 44,355 shares; 2025Q3: 44,086 shares; 2025Q4: 52,728 shares; 2026Q1: 53,051 shares; 2026Q2: 220,163 shares 220,163 $17.7M 0.26% +167,112 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,071 shares; 2024Q4: 98,780 shares; 2025Q1: 101,976 shares; 2025Q2: 101,535 shares; 2025Q3: 99,869 shares; 2025Q4: 101,948 shares; 2026Q1: 215,895 shares; 2026Q2: 224,230 shares 224,230 $17.7M 0.26% +8,335 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: 48,740 shares; 2024Q4: 60,533 shares; 2025Q1: 65,086 shares; 2025Q2: 66,789 shares; 2025Q3: 65,084 shares; 2025Q4: 67,128 shares; 2026Q1: 69,131 shares; 2026Q2: 72,809 shares 72,809 $17.7M 0.26% +3,678 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: 18,926 shares; 2024Q4: 26,940 shares; 2025Q1: 26,146 shares; 2025Q2: 42,066 shares; 2025Q3: 41,817 shares; 2025Q4: 47,776 shares; 2026Q1: 46,057 shares; 2026Q2: 42,278 shares 42,278 $17.6M 0.26% -3,779 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,297 shares; 2024Q4: 58,349 shares; 2025Q1: 53,186 shares; 2025Q2: 105,162 shares; 2025Q3: 135,918 shares; 2025Q4: 196,466 shares; 2026Q1: 347,717 shares; 2026Q2: 346,668 shares 346,668 $17.5M 0.25% -1,049 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,942 shares; 2024Q4: 501,020 shares; 2025Q1: 529,188 shares; 2025Q2: 525,656 shares; 2025Q3: 542,730 shares; 2025Q4: 531,876 shares; 2026Q1: 609,326 shares; 2026Q2: 627,005 shares 627,005 $17.1M 0.25% +17,679 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,776 shares; 2024Q4: 2,074 shares; 2025Q1: 2,383 shares; 2025Q2: 5,144 shares; 2025Q3: 5,458 shares; 2025Q4: 5,080 shares; 2026Q1: 9,835 shares; 2026Q2: 8,507 shares 8,507 $16.9M 0.25% -1,328 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 3,850 shares; 2025Q1: 3,374 shares; 2025Q2: 3,329 shares; 2025Q3: 3,314 shares; 2025Q4: 4,423 shares; 2026Q1: 39,209 shares; 2026Q2: 26,159 shares 26,159 $16.8M 0.24% -13,050 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: 21,158 shares; 2024Q4: 29,566 shares; 2025Q1: 32,561 shares; 2025Q2: 63,851 shares; 2025Q3: 66,470 shares; 2025Q4: 69,446 shares; 2026Q1: 64,224 shares; 2026Q2: 61,243 shares 61,243 $16.7M 0.24% -2,981 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,597 shares; 2024Q4: 179,323 shares; 2025Q1: 172,276 shares; 2025Q2: 159,362 shares; 2025Q3: 156,243 shares; 2025Q4: 159,440 shares; 2026Q1: 157,414 shares; 2026Q2: 186,065 shares 186,065 $16.1M 0.23% +28,651 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: 39,344 shares; 2024Q4: 45,781 shares; 2025Q1: 25,911 shares; 2025Q2: 44,652 shares; 2025Q3: 51,129 shares; 2025Q4: 57,696 shares; 2026Q1: 56,136 shares; 2026Q2: 52,817 shares 52,817 $15.9M 0.23% -3,319 Timeline QDPL 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: 60,711 shares; 2024Q4: 76,657 shares; 2025Q1: 155,475 shares; 2025Q2: 160,887 shares; 2025Q3: 178,715 shares; 2025Q4: 202,582 shares; 2026Q1: 289,091 shares; 2026Q2: 350,355 shares 350,355 $15.8M 0.23% +61,264 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: 24,524 shares; 2024Q4: 51,729 shares; 2025Q1: 56,670 shares; 2025Q2: 76,210 shares; 2025Q3: 72,146 shares; 2025Q4: 83,305 shares; 2026Q1: 114,470 shares; 2026Q2: 107,060 shares 107,060 $15.7M 0.23% -7,410 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,549 shares; 2024Q4: 156,536 shares; 2025Q1: 165,731 shares; 2025Q2: 77,904 shares; 2025Q3: 93,290 shares; 2025Q4: 96,769 shares; 2026Q1: 96,392 shares; 2026Q2: 93,578 shares 93,578 $15.6M 0.23% -2,814 Timeline RFDA 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: 215,817 shares; 2024Q4: 238,107 shares; 2025Q1: 242,219 shares; 2025Q2: 219,955 shares; 2025Q3: 232,266 shares; 2025Q4: 242,818 shares; 2026Q1: 240,976 shares; 2026Q2: 219,625 shares 219,625 $15.5M 0.22% -21,351 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: 147,150 shares; 2024Q4: 217,213 shares; 2025Q1: 297,218 shares; 2025Q2: 255,600 shares; 2025Q3: 302,016 shares; 2025Q4: 296,011 shares; 2026Q1: 268,390 shares; 2026Q2: 204,070 shares 204,070 $15.4M 0.22% -64,320 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,620 shares; 2024Q4: 128,353 shares; 2025Q1: 155,707 shares; 2025Q2: 132,688 shares; 2025Q3: 135,706 shares; 2025Q4: 143,719 shares; 2026Q1: 146,030 shares; 2026Q2: 162,813 shares 162,813 $15.4M 0.22% +16,783 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: 16,911 shares; 2024Q4: 53,944 shares; 2025Q1: 30,509 shares; 2025Q2: 105,008 shares; 2025Q3: 104,367 shares; 2025Q4: 31,589 shares; 2026Q1: 31,072 shares; 2026Q2: 123,239 shares 123,239 $15.3M 0.22% +92,167 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: 7,624 shares; 2024Q4: 7,093 shares; 2025Q1: 9,241 shares; 2025Q2: 9,969 shares; 2025Q3: 9,428 shares; 2025Q4: 11,166 shares; 2026Q1: 12,594 shares; 2026Q2: 14,773 shares 14,773 $15M 0.22% +2,179 Timeline SPLV 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: 244,371 shares; 2024Q4: 230,360 shares; 2025Q1: 227,781 shares; 2025Q2: 258,645 shares; 2025Q3: 234,561 shares; 2025Q4: 227,888 shares; 2026Q1: 201,279 shares; 2026Q2: 198,593 shares 198,593 $14.9M 0.22% -2,686 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: 86,470 shares; 2024Q4: 97,201 shares; 2025Q1: 102,902 shares; 2025Q2: 378,006 shares; 2025Q3: 420,795 shares; 2025Q4: 441,858 shares; 2026Q1: 315,270 shares; 2026Q2: 308,903 shares 308,903 $14.8M 0.22% -6,367 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: 46,968 shares; 2024Q4: 60,468 shares; 2025Q1: 65,028 shares; 2025Q2: 69,476 shares; 2025Q3: 73,374 shares; 2025Q4: 74,828 shares; 2026Q1: 75,016 shares; 2026Q2: 66,505 shares 66,505 $14.7M 0.21% -8,511 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: 27,314 shares; 2024Q4: 37,852 shares; 2025Q1: 38,400 shares; 2025Q2: 40,080 shares; 2025Q3: 40,070 shares; 2025Q4: 39,806 shares; 2026Q1: 34,510 shares; 2026Q2: 34,368 shares 34,368 $14.6M 0.21% -142 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 6,063 shares; 2025Q1: 3,173 shares; 2025Q2: 6,760 shares; 2025Q3: 10,275 shares; 2025Q4: 4,367 shares; 2026Q1: 10,469 shares; 2026Q2: 12,403 shares 12,403 $14.6M 0.21% +1,934 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,116 shares; 2024Q4: 120,247 shares; 2025Q1: 120,213 shares; 2025Q2: 58,274 shares; 2025Q3: 59,314 shares; 2025Q4: 66,127 shares; 2026Q1: 59,146 shares; 2026Q2: 57,766 shares 57,766 $14.6M 0.21% -1,380 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: 315,479 shares; 2024Q4: 323,993 shares; 2025Q1: 322,011 shares; 2025Q2: 482,843 shares; 2025Q3: 524,900 shares; 2025Q4: 480,041 shares; 2026Q1: 489,776 shares; 2026Q2: 472,542 shares 472,542 $14.3M 0.21% -17,234 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: 235,401 shares; 2024Q4: 202,201 shares; 2025Q1: 335,026 shares; 2025Q2: 341,710 shares; 2025Q3: 318,285 shares; 2025Q4: 308,582 shares; 2026Q1: 267,353 shares; 2026Q2: 273,749 shares 273,749 $14.2M 0.21% +6,396 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: 27,571 shares; 2024Q4: 32,304 shares; 2025Q1: 31,914 shares; 2025Q2: 40,391 shares; 2025Q3: 47,706 shares; 2025Q4: 45,861 shares; 2026Q1: 37,613 shares; 2026Q2: 37,618 shares 37,618 $14.1M 0.2% +5 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: 18,002 shares; 2024Q4: 27,643 shares; 2025Q1: 32,474 shares; 2025Q2: 32,040 shares; 2025Q3: 34,412 shares; 2025Q4: 36,016 shares; 2026Q1: 36,408 shares; 2026Q2: 47,064 shares 47,064 $14M 0.2% +10,656 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: 110,361 shares; 2024Q4: 115,213 shares; 2025Q1: 125,082 shares; 2025Q2: 111,937 shares; 2025Q3: 107,847 shares; 2025Q4: 104,668 shares; 2026Q1: 103,436 shares; 2026Q2: 103,379 shares 103,379 $14M 0.2% -57 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: 74,712 shares; 2024Q4: 101,414 shares; 2025Q1: 99,796 shares; 2025Q2: 100,550 shares; 2025Q3: 102,236 shares; 2025Q4: 112,997 shares; 2026Q1: 11,553 shares; 2026Q2: 153,241 shares 153,241 $13.9M 0.2% +141,688 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,413 shares; 2024Q4: 71,145 shares; 2025Q1: 82,392 shares; 2025Q2: 91,431 shares; 2025Q3: 90,694 shares; 2025Q4: 84,679 shares; 2026Q1: 88,487 shares; 2026Q2: 103,952 shares 103,952 $13.9M 0.2% +15,465 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: 140,478 shares; 2024Q4: 172,137 shares; 2025Q1: 188,861 shares; 2025Q2: 202,930 shares; 2025Q3: 204,700 shares; 2025Q4: 194,550 shares; 2026Q1: 214,264 shares; 2026Q2: 224,862 shares 224,862 $13.8M 0.2% +10,598 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,953 shares; 2026Q2: 325,656 shares 325,656 $13.8M 0.2% +312,703 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,432 shares; 2024Q4: 158,843 shares; 2025Q1: 166,844 shares; 2025Q2: 207,919 shares; 2025Q3: 212,516 shares; 2025Q4: 202,052 shares; 2026Q1: 201,564 shares; 2026Q2: 164,152 shares 164,152 $13.6M 0.2% -37,412 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: 43,115 shares; 2024Q4: 44,253 shares; 2025Q1: 47,493 shares; 2025Q2: 64,497 shares; 2025Q3: 62,663 shares; 2025Q4: 59,678 shares; 2026Q1: 46,678 shares; 2026Q2: 45,807 shares 45,807 $13.3M 0.19% -871 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: 10,091 shares; 2024Q4: 10,354 shares; 2025Q1: 10,704 shares; 2025Q2: 28,339 shares; 2025Q3: 29,599 shares; 2025Q4: 28,554 shares; 2026Q1: 30,387 shares; 2026Q2: 25,789 shares 25,789 $13.3M 0.19% -4,598 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,519 shares; 2024Q4: 29,483 shares; 2025Q1: 29,597 shares; 2025Q2: 31,059 shares; 2025Q3: 57,918 shares; 2025Q4: 158,609 shares; 2026Q1: 178,301 shares; 2026Q2: 180,835 shares 180,835 $13.2M 0.19% +2,534 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: 193,018 shares; 2024Q4: 131,602 shares; 2025Q1: 152,480 shares; 2025Q2: 102,430 shares; 2025Q3: 110,526 shares; 2025Q4: 117,517 shares; 2026Q1: 105,561 shares; 2026Q2: 102,060 shares 102,060 $13.1M 0.19% -3,501 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,007 shares; 2024Q4: 161,421 shares; 2025Q1: 150,824 shares; 2025Q2: 151,777 shares; 2025Q3: 152,548 shares; 2025Q4: 145,984 shares; 2026Q1: 137,226 shares; 2026Q2: 131,882 shares 131,882 $13.1M 0.19% -5,344 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: 72,700 shares; 2024Q4: 74,356 shares; 2025Q1: 74,661 shares; 2025Q2: 69,784 shares; 2025Q3: 69,008 shares; 2025Q4: 66,876 shares; 2026Q1: 65,836 shares; 2026Q2: 67,103 shares 67,103 $12.7M 0.19% +1,267 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: 9,896 shares; 2024Q4: 10,114 shares; 2025Q1: 10,790 shares; 2025Q2: 18,423 shares; 2025Q3: 45,900 shares; 2025Q4: 54,355 shares; 2026Q1: 52,908 shares; 2026Q2: 56,232 shares 56,232 $12.5M 0.18% +3,324 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,530 shares 104,530 $12.5M 0.18% new 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: 911 shares; 2024Q4: 911 shares; 2025Q1: 913 shares; 2025Q2: 24,186 shares; 2025Q3: 28,097 shares; 2025Q4: 29,399 shares; 2026Q1: 29,563 shares; 2026Q2: 29,849 shares 29,849 $12.4M 0.18% +286 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: 78,592 shares; 2024Q4: 92,411 shares; 2025Q1: 100,452 shares; 2025Q2: 103,878 shares; 2025Q3: 99,142 shares; 2025Q4: 98,182 shares; 2026Q1: 49,245 shares; 2026Q2: 44,175 shares 44,175 $12.4M 0.18% -5,070 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: 64,247 shares; 2024Q4: 64,224 shares; 2025Q1: 65,194 shares; 2025Q2: 52,218 shares; 2025Q3: 50,049 shares; 2025Q4: 43,806 shares; 2026Q1: 40,880 shares; 2026Q2: 50,411 shares 50,411 $12.4M 0.18% +9,531 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,986 shares; 2025Q3: 45,674 shares; 2025Q4: 31,972 shares; 2026Q1: 147,477 shares; 2026Q2: 169,457 shares 169,457 $12.4M 0.18% +21,980 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,843 shares; 2024Q4: 55,080 shares; 2025Q1: 61,778 shares; 2025Q2: 61,258 shares; 2025Q3: 59,758 shares; 2025Q4: 62,331 shares; 2026Q1: 69,694 shares; 2026Q2: 70,074 shares 70,074 $12.3M 0.18% +380 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: 9,034 shares; 2024Q4: 9,881 shares; 2025Q1: 11,256 shares; 2025Q2: 13,535 shares; 2025Q3: 14,253 shares; 2025Q4: 15,342 shares; 2026Q1: 15,451 shares; 2026Q2: 102,093 shares 102,093 $12.2M 0.18% +86,642 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: 72,630 shares; 2024Q4: 73,118 shares; 2025Q1: 72,021 shares; 2025Q2: 107,879 shares; 2025Q3: 121,527 shares; 2025Q4: 119,691 shares; 2026Q1: 124,670 shares; 2026Q2: 135,021 shares 135,021 $12.1M 0.18% +10,351 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: 156,609 shares; 2024Q4: 175,942 shares; 2025Q1: 185,804 shares; 2025Q2: 169,723 shares; 2025Q3: 242,039 shares; 2025Q4: 277,267 shares; 2026Q1: 207,297 shares; 2026Q2: 224,659 shares 224,659 $12M 0.17% +17,362 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: 44,504 shares; 2024Q4: 50,881 shares; 2025Q1: 35,784 shares; 2025Q2: 39,350 shares; 2025Q3: 32,469 shares; 2025Q4: 53,800 shares; 2026Q1: 63,014 shares; 2026Q2: 55,082 shares 55,082 $11.7M 0.17% -7,932 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,357 shares; 2025Q1: 5,387 shares; 2025Q2: 16,532 shares; 2025Q3: 26,179 shares; 2025Q4: 29,231 shares; 2026Q1: 32,083 shares; 2026Q2: 31,817 shares 31,817 $11.7M 0.17% -266 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,300 shares; 2025Q1: not reported; 2025Q2: 257,234 shares; 2025Q3: 291,995 shares; 2025Q4: 295,745 shares; 2026Q1: 360,013 shares; 2026Q2: 446,845 shares 446,845 $11.5M 0.17% +86,832 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,015 shares; 2025Q3: 3,971 shares; 2025Q4: 16,686 shares; 2026Q1: 16,177 shares; 2026Q2: 23,665 shares 23,665 $11.5M 0.17% +7,488 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: 65,657 shares; 2024Q4: 109,515 shares; 2025Q1: 118,931 shares; 2025Q2: 139,022 shares; 2025Q3: 146,796 shares; 2025Q4: 126,393 shares; 2026Q1: 146,493 shares; 2026Q2: 158,681 shares 158,681 $11.4M 0.17% +12,188 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: 114,880 shares; 2024Q4: 116,239 shares; 2025Q1: 118,292 shares; 2025Q2: 114,386 shares; 2025Q3: 118,826 shares; 2025Q4: 119,106 shares; 2026Q1: 121,979 shares; 2026Q2: 126,146 shares 126,146 $11.4M 0.17% +4,167 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,755 shares; 2024Q4: 3,696 shares; 2025Q1: 66,783 shares; 2025Q2: 66,038 shares; 2025Q3: 6,101 shares; 2025Q4: 5,365 shares; 2026Q1: 5,257 shares; 2026Q2: 63,402 shares 63,402 $11.3M 0.16% +58,145 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: 288,120 shares; 2024Q4: 319,380 shares; 2025Q1: 349,124 shares; 2025Q2: 338,338 shares; 2025Q3: 330,766 shares; 2025Q4: 174,506 shares; 2026Q1: 178,936 shares; 2026Q2: 181,726 shares 181,726 $11.3M 0.16% +2,790 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,240 shares; 2024Q4: 150,471 shares; 2025Q1: 151,174 shares; 2025Q2: 135,001 shares; 2025Q3: 140,567 shares; 2025Q4: 139,845 shares; 2026Q1: 140,117 shares; 2026Q2: 153,723 shares 153,723 $11.3M 0.16% +13,606 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: 276,765 shares; 2024Q4: 238,392 shares; 2025Q1: 229,551 shares; 2025Q2: 232,903 shares; 2025Q3: 172,756 shares; 2025Q4: 106,828 shares; 2026Q1: 107,471 shares; 2026Q2: 120,053 shares 120,053 $11.3M 0.16% +12,582 Timeline AFDM 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: 125,599 shares; 2024Q4: 105,064 shares; 2025Q1: 101,710 shares; 2025Q2: 129,880 shares; 2025Q3: 137,127 shares; 2025Q4: 142,973 shares; 2026Q1: 141,647 shares; 2026Q2: 129,472 shares 129,472 $11.3M 0.16% -12,175 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: 3,018 shares; 2024Q4: 16,687 shares; 2025Q1: 17,001 shares; 2025Q2: 17,646 shares; 2025Q3: 17,388 shares; 2025Q4: 17,089 shares; 2026Q1: 15,982 shares; 2026Q2: 15,632 shares 15,632 $11.3M 0.16% -350 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,225 shares; 2024Q4: 421 shares; 2025Q1: 579 shares; 2025Q2: 4,222 shares; 2025Q3: 5,258 shares; 2025Q4: 5,803 shares; 2026Q1: 5,379 shares; 2026Q2: 37,006 shares 37,006 $11.2M 0.16% +31,627 Timeline FDD 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: 156,115 shares; 2025Q3: 263,256 shares; 2025Q4: 459,338 shares; 2026Q1: 552,730 shares; 2026Q2: 587,578 shares 587,578 $10.9M 0.16% +34,848 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: 66,351 shares; 2024Q4: 70,708 shares; 2025Q1: 76,254 shares; 2025Q2: 75,428 shares; 2025Q3: 73,367 shares; 2025Q4: 75,871 shares; 2026Q1: 76,777 shares; 2026Q2: 77,583 shares 77,583 $10.9M 0.16% +806 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,277 shares; 2024Q4: 73,895 shares; 2025Q1: 84,259 shares; 2025Q2: 99,192 shares; 2025Q3: 115,811 shares; 2025Q4: 106,616 shares; 2026Q1: 135,516 shares; 2026Q2: 158,394 shares 158,394 $10.8M 0.16% +22,878 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,334 shares; 2024Q4: 9,548 shares; 2025Q1: 8,608 shares; 2025Q2: 12,079 shares; 2025Q3: 25,783 shares; 2025Q4: 31,400 shares; 2026Q1: 24,065 shares; 2026Q2: 39,919 shares 39,919 $10.7M 0.16% +15,854 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: 55,430 shares; 2026Q2: 56,268 shares 56,268 $10.7M 0.15% +838 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 3,262 shares; 2025Q1: 2,965 shares; 2025Q2: 23,111 shares; 2025Q3: 26,178 shares; 2025Q4: 50,374 shares; 2026Q1: 50,751 shares; 2026Q2: 105,350 shares 105,350 $10.6M 0.15% +54,599 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,302 shares; 2024Q4: 57,928 shares; 2025Q1: 48,883 shares; 2025Q2: 97,956 shares; 2025Q3: 103,343 shares; 2025Q4: 145,679 shares; 2026Q1: 129,712 shares; 2026Q2: 137,070 shares 137,070 $10.5M 0.15% +7,358 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: 45,467 shares; 2024Q4: 47,133 shares; 2025Q1: 48,331 shares; 2025Q2: 43,409 shares; 2025Q3: 43,393 shares; 2025Q4: 46,838 shares; 2026Q1: 45,110 shares; 2026Q2: 44,216 shares 44,216 $10.5M 0.15% -894 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: 4,553 shares; 2024Q4: 13,270 shares; 2025Q1: 16,410 shares; 2025Q2: 5,147 shares; 2025Q3: 10,334 shares; 2025Q4: 9,719 shares; 2026Q1: 8,367 shares; 2026Q2: 58,102 shares 58,102 $10.2M 0.15% +49,735 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: 30,022 shares; 2024Q4: 35,488 shares; 2025Q1: 34,441 shares; 2025Q2: 35,577 shares; 2025Q3: 282,402 shares; 2025Q4: 451,631 shares; 2026Q1: 662,265 shares; 2026Q2: 380,242 shares 380,242 $10.1M 0.15% -282,023 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,206 shares; 2024Q4: 144,064 shares; 2025Q1: 142,928 shares; 2025Q2: 150,607 shares; 2025Q3: 152,056 shares; 2025Q4: 148,096 shares; 2026Q1: 137,297 shares; 2026Q2: 130,663 shares 130,663 $10.1M 0.15% -6,634 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,903 shares; 2024Q4: 6,618 shares; 2025Q1: 5,181 shares; 2025Q2: 159,694 shares; 2025Q3: 150,148 shares; 2025Q4: 119,854 shares; 2026Q1: 118,246 shares; 2026Q2: 116,727 shares 116,727 $10.1M 0.15% -1,519 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,097 shares; 2024Q4: 86,631 shares; 2025Q1: 93,037 shares; 2025Q2: 90,142 shares; 2025Q3: 100,538 shares; 2025Q4: 99,105 shares; 2026Q1: 96,883 shares; 2026Q2: 97,201 shares 97,201 $10.1M 0.15% +318 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,217 shares; 2025Q1: 81,904 shares; 2025Q2: 81,258 shares; 2025Q3: 239,089 shares; 2025Q4: 381,443 shares; 2026Q1: 406,207 shares; 2026Q2: 229,423 shares 229,423 $9.96M 0.14% -176,784 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: 8,940 shares; 2025Q1: 10,054 shares; 2025Q2: 10,277 shares; 2025Q3: 9,963 shares; 2025Q4: 10,029 shares; 2026Q1: 10,280 shares; 2026Q2: 10,338 shares 10,338 $9.95M 0.14% +58 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,526 shares; 2024Q4: 24,986 shares; 2025Q1: 27,361 shares; 2025Q2: 33,837 shares; 2025Q3: 35,693 shares; 2025Q4: 35,710 shares; 2026Q1: 33,185 shares; 2026Q2: 31,945 shares 31,945 $9.72M 0.14% -1,240 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: 30,373 shares; 2024Q4: 32,563 shares; 2025Q1: 32,384 shares; 2025Q2: 34,283 shares; 2025Q3: 27,560 shares; 2025Q4: 28,526 shares; 2026Q1: 27,649 shares; 2026Q2: 26,804 shares 26,804 $9.71M 0.14% -845 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: 85,315 shares; 2024Q4: 93,478 shares; 2025Q1: 90,544 shares; 2025Q2: 112,399 shares; 2025Q3: 114,774 shares; 2025Q4: 109,849 shares; 2026Q1: 110,995 shares; 2026Q2: 110,062 shares 110,062 $9.66M 0.14% -933 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: 145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,007 shares; 2025Q3: 6,020 shares; 2025Q4: 6,352 shares; 2026Q1: 6,949 shares; 2026Q2: 7,218 shares 7,218 $9.61M 0.14% +269 Timeline FVC 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: 327,517 shares; 2024Q4: 323,473 shares; 2025Q1: 317,682 shares; 2025Q2: 329,537 shares; 2025Q3: 318,696 shares; 2025Q4: 303,721 shares; 2026Q1: 257,964 shares; 2026Q2: 219,323 shares 219,323 $9.61M 0.14% -38,641 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: 11,586 shares; 2024Q4: 15,623 shares; 2025Q1: 13,027 shares; 2025Q2: 19,714 shares; 2025Q3: 21,916 shares; 2025Q4: 19,010 shares; 2026Q1: 18,342 shares; 2026Q2: 14,950 shares 14,950 $9.49M 0.14% -3,392 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,812 shares; 2025Q2: 3,591 shares; 2025Q3: 3,551 shares; 2025Q4: 3,170 shares; 2026Q1: 3,149 shares; 2026Q2: 42,623 shares 42,623 $9.48M 0.14% +39,474 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: 63,742 shares; 2024Q4: 65,148 shares; 2025Q1: 67,262 shares; 2025Q2: 83,623 shares; 2025Q3: 76,390 shares; 2025Q4: 69,839 shares; 2026Q1: 88,915 shares; 2026Q2: 90,232 shares 90,232 $9.37M 0.14% +1,317 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,228 shares; 2024Q4: 198,213 shares; 2025Q1: 220,603 shares; 2025Q2: 226,773 shares; 2025Q3: 248,831 shares; 2025Q4: 242,687 shares; 2026Q1: 266,024 shares; 2026Q2: 300,766 shares 300,766 $9.17M 0.13% +34,742 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: 52,081 shares; 2024Q4: 52,510 shares; 2025Q1: 56,962 shares; 2025Q2: 44,067 shares; 2025Q3: 35,744 shares; 2025Q4: 75,749 shares; 2026Q1: 154,392 shares; 2026Q2: 172,618 shares 172,618 $9.17M 0.13% +18,226 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: 35,737 shares; 2024Q4: 43,294 shares; 2025Q1: 45,873 shares; 2025Q2: 44,526 shares; 2025Q3: 45,781 shares; 2025Q4: 49,052 shares; 2026Q1: 102,768 shares; 2026Q2: 110,108 shares 110,108 $9.12M 0.13% +7,340 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: 78,615 shares; 2024Q4: 89,665 shares; 2025Q1: 123,994 shares; 2025Q2: 75,489 shares; 2025Q3: 76,988 shares; 2025Q4: 82,645 shares; 2026Q1: 72,977 shares; 2026Q2: 71,841 shares 71,841 $9.08M 0.13% -1,136 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: 14,937 shares; 2024Q4: 25,548 shares; 2025Q1: 25,488 shares; 2025Q2: 26,413 shares; 2025Q3: 27,409 shares; 2025Q4: 27,625 shares; 2026Q1: 26,532 shares; 2026Q2: 26,373 shares 26,373 $8.99M 0.13% -159 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,083 shares; 2024Q4: 3,767 shares; 2025Q1: 7,005 shares; 2025Q2: 9,006 shares; 2025Q3: 16,756 shares; 2025Q4: 14,120 shares; 2026Q1: 18,072 shares; 2026Q2: 46,312 shares 46,312 $8.89M 0.13% +28,240 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 391 shares; 2026Q1: 3,120 shares; 2026Q2: 4,465 shares 4,465 $8.85M 0.13% +1,345 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,200 shares; 2024Q4: 78,132 shares; 2025Q1: 78,860 shares; 2025Q2: 65,443 shares; 2025Q3: 66,412 shares; 2025Q4: 65,298 shares; 2026Q1: 59,697 shares; 2026Q2: 59,221 shares 59,221 $8.79M 0.13% -476 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: 34,235 shares; 2024Q4: 40,021 shares; 2025Q1: 42,578 shares; 2025Q2: 28,047 shares; 2025Q3: 25,836 shares; 2025Q4: 20,519 shares; 2026Q1: 36,042 shares; 2026Q2: 47,368 shares 47,368 $8.76M 0.13% +11,326 Timeline MGC 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: 13,448 shares; 2024Q4: 14,623 shares; 2025Q1: 14,362 shares; 2025Q2: 15,047 shares; 2025Q3: 13,247 shares; 2025Q4: 12,981 shares; 2026Q1: 29,952 shares; 2026Q2: 31,779 shares 31,779 $8.7M 0.13% +1,827 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: 4,549 shares; 2024Q4: 7,502 shares; 2025Q1: 8,528 shares; 2025Q2: 19,441 shares; 2025Q3: 14,407 shares; 2025Q4: 15,102 shares; 2026Q1: 15,183 shares; 2026Q2: 16,946 shares 16,946 $8.5M 0.12% +1,763 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 3,012 shares; 2025Q1: 3,224 shares; 2025Q2: 4,412 shares; 2025Q3: 4,317 shares; 2025Q4: 4,265 shares; 2026Q1: 12,732 shares; 2026Q2: 11,755 shares 11,755 $8.4M 0.12% -977 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,487 shares; 2024Q4: 75,192 shares; 2025Q1: 74,751 shares; 2025Q2: 85,943 shares; 2025Q3: 71,460 shares; 2025Q4: 79,954 shares; 2026Q1: 74,696 shares; 2026Q2: 71,423 shares 71,423 $8.38M 0.12% -3,273 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: not reported; 2024Q4: not reported; 2025Q1: 25,713 shares; 2025Q2: 29,935 shares; 2025Q3: 36,924 shares; 2025Q4: 110,374 shares; 2026Q1: 138,420 shares; 2026Q2: 156,403 shares 156,403 $8.37M 0.12% +17,983 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: 30,314 shares; 2024Q4: 29,579 shares; 2025Q1: 29,954 shares; 2025Q2: 31,477 shares; 2025Q3: 42,016 shares; 2025Q4: 44,331 shares; 2026Q1: 53,087 shares; 2026Q2: 53,416 shares 53,416 $8.35M 0.12% +329 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: 111,924 shares; 2024Q4: 112,589 shares; 2025Q1: 116,106 shares; 2025Q2: 114,321 shares; 2025Q3: 113,938 shares; 2025Q4: 105,025 shares; 2026Q1: 103,206 shares; 2026Q2: 106,532 shares 106,532 $8.22M 0.12% +3,326 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,331 shares; 2024Q4: 308,787 shares; 2025Q1: 334,909 shares; 2025Q2: 337,087 shares; 2025Q3: 331,316 shares; 2025Q4: 365,403 shares; 2026Q1: 406,583 shares; 2026Q2: 198,084 shares 198,084 $8.14M 0.12% -208,499 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: 7,325 shares; 2024Q4: 5,925 shares; 2025Q1: 16,178 shares; 2025Q2: 49,539 shares; 2025Q3: 21,142 shares; 2025Q4: 22,973 shares; 2026Q1: 31,720 shares; 2026Q2: 27,201 shares 27,201 $8.1M 0.12% -4,519 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,813 shares; 2024Q4: 58,406 shares; 2025Q1: 63,768 shares; 2025Q2: 58,810 shares; 2025Q3: 61,378 shares; 2025Q4: 68,879 shares; 2026Q1: 77,646 shares; 2026Q2: 105,504 shares 105,504 $8.1M 0.12% +27,858 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,175 shares 126,175 $8.1M 0.12% new 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: 31,268 shares; 2024Q4: 103,222 shares; 2025Q1: 89,070 shares; 2025Q2: 157,456 shares; 2025Q3: 151,054 shares; 2025Q4: 146,998 shares; 2026Q1: 197,440 shares; 2026Q2: 253,820 shares 253,820 $8.05M 0.12% +56,380 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: 4,461 shares; 2024Q4: 6,104 shares; 2025Q1: 5,965 shares; 2025Q2: 6,829 shares; 2025Q3: 7,585 shares; 2025Q4: 7,376 shares; 2026Q1: 6,268 shares; 2026Q2: 36,092 shares 36,092 $8.04M 0.12% +29,824 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: 61,951 shares; 2024Q4: 66,786 shares; 2025Q1: 62,510 shares; 2025Q2: 59,549 shares; 2025Q3: 59,708 shares; 2025Q4: 57,281 shares; 2026Q1: 57,658 shares; 2026Q2: 63,028 shares 63,028 $7.98M 0.12% +5,370 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: 39,979 shares; 2024Q4: 44,022 shares; 2025Q1: 46,884 shares; 2025Q2: 55,212 shares; 2025Q3: 57,130 shares; 2025Q4: 59,531 shares; 2026Q1: 62,328 shares; 2026Q2: 57,917 shares 57,917 $7.97M 0.12% -4,411 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: 54,791 shares; 2024Q4: 66,333 shares; 2025Q1: 73,698 shares; 2025Q2: 52,188 shares; 2025Q3: 49,434 shares; 2025Q4: 54,526 shares; 2026Q1: 44,265 shares; 2026Q2: 50,677 shares 50,677 $7.94M 0.12% +6,412 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,527 shares; 2024Q4: 14,743 shares; 2025Q1: 16,226 shares; 2025Q2: 22,686 shares; 2025Q3: 27,401 shares; 2025Q4: 27,768 shares; 2026Q1: 28,095 shares; 2026Q2: 22,907 shares 22,907 $7.89M 0.11% -5,188 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,627 shares; 2025Q3: 3,810 shares; 2025Q4: 35,371 shares; 2026Q1: 83,024 shares; 2026Q2: 57,070 shares 57,070 $7.88M 0.11% -25,954 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,057 shares; 2025Q3: 195,097 shares; 2025Q4: 198,495 shares; 2026Q1: 164,869 shares; 2026Q2: 198,011 shares 198,011 $7.84M 0.11% +33,142 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: 61,974 shares; 2024Q4: 63,636 shares; 2025Q1: 67,607 shares; 2025Q2: 58,476 shares; 2025Q3: 73,554 shares; 2025Q4: 69,216 shares; 2026Q1: 63,997 shares; 2026Q2: 54,425 shares 54,425 $7.79M 0.11% -9,572 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: 5,917 shares; 2024Q4: 48,586 shares; 2025Q1: 57,099 shares; 2025Q2: 62,144 shares; 2025Q3: 68,733 shares; 2025Q4: 67,203 shares; 2026Q1: 61,430 shares; 2026Q2: 22,376 shares 22,376 $7.58M 0.11% -39,054 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: 86,853 shares; 2024Q4: 91,375 shares; 2025Q1: 93,530 shares; 2025Q2: 117,690 shares; 2025Q3: 124,467 shares; 2025Q4: 92,470 shares; 2026Q1: 90,765 shares; 2026Q2: 93,101 shares 93,101 $7.57M 0.11% +2,336 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: 5,930 shares; 2024Q4: 5,973 shares; 2025Q1: 5,967 shares; 2025Q2: 12,721 shares; 2025Q3: 12,724 shares; 2025Q4: 12,229 shares; 2026Q1: 18,487 shares; 2026Q2: 18,258 shares 18,258 $7.35M 0.11% -229 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: 113,647 shares; 2024Q4: 114,145 shares; 2025Q1: 113,042 shares; 2025Q2: 103,039 shares; 2025Q3: 102,201 shares; 2025Q4: 96,553 shares; 2026Q1: 298,706 shares; 2026Q2: 271,646 shares 271,646 $7.32M 0.11% -27,060 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: 35,596 shares; 2024Q4: 30,003 shares; 2025Q1: 29,189 shares; 2025Q2: 21,460 shares; 2025Q3: 26,764 shares; 2025Q4: 29,849 shares; 2026Q1: 38,130 shares; 2026Q2: 39,352 shares 39,352 $7.29M 0.11% +1,222 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,603 shares; 2024Q4: 15,695 shares; 2025Q1: 19,525 shares; 2025Q2: 20,265 shares; 2025Q3: 31,042 shares; 2025Q4: 25,781 shares; 2026Q1: 20,247 shares; 2026Q2: 19,633 shares 19,633 $7.28M 0.11% -614 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,568 shares; 2024Q4: 51,181 shares; 2025Q1: 57,120 shares; 2025Q2: 53,644 shares; 2025Q3: 54,613 shares; 2025Q4: 54,356 shares; 2026Q1: 55,270 shares; 2026Q2: 61,597 shares 61,597 $7.23M 0.11% +6,327 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 141,204 shares; 2025Q1: 143,696 shares; 2025Q2: 146,263 shares; 2025Q3: 147,085 shares; 2025Q4: 146,772 shares; 2026Q1: 149,475 shares; 2026Q2: 154,412 shares 154,412 $7.23M 0.1% +4,937 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: 66,562 shares; 2024Q4: 121,334 shares; 2025Q1: 68,421 shares; 2025Q2: 56,266 shares; 2025Q3: 62,014 shares; 2025Q4: 147,990 shares; 2026Q1: 155,253 shares; 2026Q2: 159,291 shares 159,291 $7.22M 0.1% +4,038 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: 79,234 shares; 2024Q4: 83,506 shares; 2025Q1: 77,674 shares; 2025Q2: 97,085 shares; 2025Q3: 95,938 shares; 2025Q4: 93,886 shares; 2026Q1: 77,859 shares; 2026Q2: 75,197 shares 75,197 $7.2M 0.1% -2,662 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,199 shares; 2024Q4: 85,370 shares; 2025Q1: 150,282 shares; 2025Q2: 151,387 shares; 2025Q3: 152,467 shares; 2025Q4: 121,612 shares; 2026Q1: 123,032 shares; 2026Q2: 120,932 shares 120,932 $7.14M 0.1% -2,100 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,825 shares; 2024Q4: 289,921 shares; 2025Q1: 273,690 shares; 2025Q2: 288,206 shares; 2025Q3: 259,451 shares; 2025Q4: 216,421 shares; 2026Q1: 209,136 shares; 2026Q2: 263,865 shares 263,865 $7.14M 0.1% +54,729 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: 2,658 shares; 2024Q4: 2,689 shares; 2025Q1: 2,674 shares; 2025Q2: 4,106 shares; 2025Q3: 4,019 shares; 2025Q4: 4,035 shares; 2026Q1: 4,050 shares; 2026Q2: 30,884 shares 30,884 $7.09M 0.1% +26,834 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,278 shares; 2024Q4: 77,829 shares; 2025Q1: 83,500 shares; 2025Q2: 88,734 shares; 2025Q3: 99,803 shares; 2025Q4: 104,271 shares; 2026Q1: 81,053 shares; 2026Q2: 85,431 shares 85,431 $7.06M 0.1% +4,378 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: 25,197 shares; 2024Q4: 45,747 shares; 2025Q1: 50,077 shares; 2025Q2: 69,332 shares; 2025Q3: 99,793 shares; 2025Q4: 120,355 shares; 2026Q1: 151,997 shares; 2026Q2: 158,872 shares 158,872 $7.05M 0.1% +6,875 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: 22,430 shares; 2024Q4: 26,616 shares; 2025Q1: 28,410 shares; 2025Q2: 46,648 shares; 2025Q3: 47,423 shares; 2025Q4: 47,419 shares; 2026Q1: 47,645 shares; 2026Q2: 32,510 shares 32,510 $7.04M 0.1% -15,135 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: 44,843 shares; 2026Q1: 43,971 shares; 2026Q2: 43,067 shares 43,067 $7.03M 0.1% -904 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,863 shares; 2024Q4: 81,838 shares; 2025Q1: 82,078 shares; 2025Q2: 80,682 shares; 2025Q3: 78,604 shares; 2025Q4: 74,296 shares; 2026Q1: 74,429 shares; 2026Q2: 72,795 shares 72,795 $7.02M 0.1% -1,634 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: 85,166 shares; 2024Q4: 76,459 shares; 2025Q1: 71,170 shares; 2025Q2: 72,480 shares; 2025Q3: 72,118 shares; 2025Q4: 106,555 shares; 2026Q1: 131,434 shares; 2026Q2: 101,919 shares 101,919 $6.97M 0.1% -29,515 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: 16,745 shares; 2024Q4: 26,533 shares; 2025Q1: 26,987 shares; 2025Q2: 26,888 shares; 2025Q3: 41,492 shares; 2025Q4: 25,678 shares; 2026Q1: 21,261 shares; 2026Q2: 16,078 shares 16,078 $6.94M 0.1% -5,183 Timeline FPEI 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: 42,842 shares; 2024Q4: 47,275 shares; 2025Q1: 50,860 shares; 2025Q2: 264,187 shares; 2025Q3: 280,634 shares; 2025Q4: 276,492 shares; 2026Q1: 351,943 shares; 2026Q2: 356,545 shares 356,545 $6.88M 0.1% +4,602 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: 24,783 shares; 2024Q4: 26,422 shares; 2025Q1: 26,322 shares; 2025Q2: 25,405 shares; 2025Q3: 26,203 shares; 2025Q4: 26,982 shares; 2026Q1: 26,483 shares; 2026Q2: 25,410 shares 25,410 $6.88M 0.1% -1,073 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,048 shares; 2024Q4: 6,154 shares; 2025Q1: 6,452 shares; 2025Q2: 6,632 shares; 2025Q3: 6,706 shares; 2025Q4: 6,713 shares; 2026Q1: 6,637 shares; 2026Q2: 6,564 shares 6,564 $6.84M 0.1% -73 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: 15,606 shares; 2024Q4: 15,997 shares; 2025Q1: 17,772 shares; 2025Q2: 17,733 shares; 2025Q3: 18,970 shares; 2025Q4: 20,374 shares; 2026Q1: 21,248 shares; 2026Q2: 21,699 shares 21,699 $6.83M 0.1% +451 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,251 shares; 2024Q4: 99,882 shares; 2025Q1: 90,259 shares; 2025Q2: 73,711 shares; 2025Q3: 80,486 shares; 2025Q4: 64,225 shares; 2026Q1: 60,803 shares; 2026Q2: 60,498 shares 60,498 $6.8M 0.1% -305 Timeline VDE 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: 13,576 shares; 2024Q4: 10,807 shares; 2025Q1: 11,614 shares; 2025Q2: 32,031 shares; 2025Q3: 31,043 shares; 2025Q4: 33,172 shares; 2026Q1: 34,113 shares; 2026Q2: 45,175 shares 45,175 $6.79M 0.1% +11,062 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: 20,454 shares; 2024Q4: 20,775 shares; 2025Q1: 20,809 shares; 2025Q2: 23,991 shares; 2025Q3: 28,354 shares; 2025Q4: 21,886 shares; 2026Q1: 26,911 shares; 2026Q2: 30,213 shares 30,213 $6.77M 0.1% +3,302 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $6.74M 0.1% 0 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: 59,645 shares; 2024Q4: 59,553 shares; 2025Q1: 56,644 shares; 2025Q2: 65,986 shares; 2025Q3: 67,004 shares; 2025Q4: 64,016 shares; 2026Q1: 64,101 shares; 2026Q2: 68,894 shares 68,894 $6.66M 0.1% +4,793 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,032 shares; 2025Q3: 38,227 shares; 2025Q4: 39,157 shares; 2026Q1: 39,147 shares; 2026Q2: 39,166 shares 39,166 $6.62M 0.1% +19 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: 16,649 shares; 2024Q4: 17,921 shares; 2025Q1: 18,766 shares; 2025Q2: 25,780 shares; 2025Q3: 36,358 shares; 2025Q4: 38,284 shares; 2026Q1: 37,780 shares; 2026Q2: 36,505 shares 36,505 $6.61M 0.1% -1,275 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,639 shares; 2026Q1: 77,161 shares; 2026Q2: 74,379 shares 74,379 $6.59M 0.1% -2,782 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,689 shares; 2024Q4: 45,856 shares; 2025Q1: 47,780 shares; 2025Q2: 55,360 shares; 2025Q3: 56,362 shares; 2025Q4: 55,519 shares; 2026Q1: 57,691 shares; 2026Q2: 61,228 shares 61,228 $6.59M 0.1% +3,537 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,824 shares; 2026Q2: 81,687 shares 81,687 $6.58M 0.1% +17,863 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: 149,156 shares; 2024Q4: 129,660 shares; 2025Q1: 132,816 shares; 2025Q2: 156,400 shares; 2025Q3: 148,707 shares; 2025Q4: 146,442 shares; 2026Q1: 154,310 shares; 2026Q2: 153,839 shares 153,839 $6.51M 0.09% -471 Timeline MDYG 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: 7,605 shares; 2024Q4: 4,316 shares; 2025Q1: 6,142 shares; 2025Q2: 63,047 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,588 shares 57,588 $6.45M 0.09% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,513 shares; 2024Q4: 50,297 shares; 2025Q1: 48,595 shares; 2025Q2: 47,433 shares; 2025Q3: 56,330 shares; 2025Q4: 61,688 shares; 2026Q1: 66,296 shares; 2026Q2: 63,693 shares 63,693 $6.39M 0.09% -2,603 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: 4,897 shares; 2024Q4: 5,055 shares; 2025Q1: 2,406 shares; 2025Q2: 49,383 shares; 2025Q3: 47,992 shares; 2025Q4: 48,391 shares; 2026Q1: 48,809 shares; 2026Q2: 48,236 shares 48,236 $6.35M 0.09% -573 Timeline JNK 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: 63,003 shares; 2024Q4: 74,473 shares; 2025Q1: 80,216 shares; 2025Q2: 84,399 shares; 2025Q3: 88,060 shares; 2025Q4: 90,308 shares; 2026Q1: 65,612 shares; 2026Q2: 65,684 shares 65,684 $6.33M 0.09% +72 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: 24,102 shares; 2024Q4: 25,812 shares; 2025Q1: 26,381 shares; 2025Q2: 25,710 shares; 2025Q3: 26,271 shares; 2025Q4: 28,612 shares; 2026Q1: 30,090 shares; 2026Q2: 27,814 shares 27,814 $6.32M 0.09% -2,276 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,838 shares; 2024Q4: 12,980 shares; 2025Q1: 13,004 shares; 2025Q2: 13,302 shares; 2025Q3: 14,445 shares; 2025Q4: 14,358 shares; 2026Q1: 14,703 shares; 2026Q2: 15,403 shares 15,403 $6.31M 0.09% +700 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,882 shares; 2024Q4: 77,980 shares; 2025Q1: 81,201 shares; 2025Q2: 86,368 shares; 2025Q3: 85,159 shares; 2025Q4: 84,452 shares; 2026Q1: 64,192 shares; 2026Q2: 66,007 shares 66,007 $6.31M 0.09% +1,815 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,313 shares; 2024Q4: 40,442 shares; 2025Q1: 41,110 shares; 2025Q2: 42,445 shares; 2025Q3: 42,512 shares; 2025Q4: 40,679 shares; 2026Q1: 46,969 shares; 2026Q2: 48,210 shares 48,210 $6.25M 0.09% +1,241 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699,376 shares; 2024Q4: 557,479 shares; 2025Q1: 584,926 shares; 2025Q2: 615,571 shares; 2025Q3: 619,842 shares; 2025Q4: 617,004 shares; 2026Q1: 491,246 shares; 2026Q2: 144,885 shares 144,885 $6.13M 0.09% -346,361 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: 65,352 shares; 2024Q4: 33,985 shares; 2025Q1: 35,520 shares; 2025Q2: 60,819 shares; 2025Q3: 65,488 shares; 2025Q4: 56,191 shares; 2026Q1: 53,540 shares; 2026Q2: 62,031 shares 62,031 $6.1M 0.09% +8,491 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,314 shares; 2024Q4: 5,484 shares; 2025Q1: 5,226 shares; 2025Q2: 4,666 shares; 2025Q3: 4,739 shares; 2025Q4: 14,549 shares; 2026Q1: 21,562 shares; 2026Q2: 13,795 shares 13,795 $6.04M 0.09% -7,767 Timeline CAAA 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: 281,306 shares; 2025Q3: 294,998 shares; 2025Q4: 296,939 shares; 2026Q1: 287,744 shares; 2026Q2: 295,916 shares 295,916 $6.01M 0.09% +8,172 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: 71,497 shares; 2024Q4: 70,942 shares; 2025Q1: 77,208 shares; 2025Q2: 84,487 shares; 2025Q3: 86,198 shares; 2025Q4: 88,641 shares; 2026Q1: 95,145 shares; 2026Q2: 95,525 shares 95,525 $6.01M 0.09% +380 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: 122,734 shares; 2024Q4: 124,454 shares; 2025Q1: 117,779 shares; 2025Q2: 115,081 shares; 2025Q3: 115,287 shares; 2025Q4: 117,515 shares; 2026Q1: 134,549 shares; 2026Q2: 133,955 shares 133,955 $6M 0.09% -594 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,710 shares; 2026Q2: 86,238 shares 86,238 $5.99M 0.09% +8,528 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: 21,650 shares; 2024Q4: 21,182 shares; 2025Q1: 10,877 shares; 2025Q2: 11,157 shares; 2025Q3: 13,943 shares; 2025Q4: 26,888 shares; 2026Q1: 28,628 shares; 2026Q2: 31,350 shares 31,350 $5.98M 0.09% +2,722 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: 8,696 shares; 2025Q2: 23,459 shares; 2025Q3: 71,581 shares; 2025Q4: 59,202 shares; 2026Q1: 35,461 shares; 2026Q2: 33,501 shares 33,501 $5.91M 0.09% -1,960 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: 2,446 shares; 2024Q4: 10,820 shares; 2025Q1: 11,385 shares; 2025Q2: 17,000 shares; 2025Q3: 19,028 shares; 2025Q4: 19,259 shares; 2026Q1: 18,932 shares; 2026Q2: 17,582 shares 17,582 $5.89M 0.09% -1,350 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: 28,906 shares; 2024Q4: 56,965 shares; 2025Q1: 17,907 shares; 2025Q2: 14,228 shares; 2025Q3: 12,695 shares; 2025Q4: 25,306 shares; 2026Q1: 26,644 shares; 2026Q2: 36,908 shares 36,908 $5.86M 0.09% +10,264 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,167 shares; 2024Q4: 30,100 shares; 2025Q1: 30,671 shares; 2025Q2: 34,210 shares; 2025Q3: 34,835 shares; 2025Q4: 38,034 shares; 2026Q1: 35,431 shares; 2026Q2: 35,638 shares 35,638 $5.86M 0.09% +207 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: 79,149 shares; 2024Q4: 81,282 shares; 2025Q1: 82,945 shares; 2025Q2: 93,757 shares; 2025Q3: 95,314 shares; 2025Q4: 94,592 shares; 2026Q1: 88,105 shares; 2026Q2: 81,161 shares 81,161 $5.84M 0.08% -6,944 Timeline FTGS 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: 436,275 shares; 2024Q4: 472,441 shares; 2025Q1: 456,728 shares; 2025Q2: 454,762 shares; 2025Q3: 410,713 shares; 2025Q4: 410,555 shares; 2026Q1: 160,269 shares; 2026Q2: 156,383 shares 156,383 $5.79M 0.08% -3,886 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: 20,973 shares; 2024Q4: 29,772 shares; 2025Q1: 20,298 shares; 2025Q2: 19,493 shares; 2025Q3: 18,957 shares; 2025Q4: 18,226 shares; 2026Q1: 17,899 shares; 2026Q2: 18,293 shares 18,293 $5.73M 0.08% +394 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: 3,017 shares; 2024Q4: 3,157 shares; 2025Q1: 4,025 shares; 2025Q2: 64,177 shares; 2025Q3: 64,119 shares; 2025Q4: 61,500 shares; 2026Q1: 66,112 shares; 2026Q2: 61,573 shares 61,573 $5.67M 0.08% -4,539 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,667 shares; 2026Q1: 46,094 shares; 2026Q2: 26,479 shares 26,479 $5.64M 0.08% -19,615 Timeline AVDV 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: 4,095 shares; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 2,743 shares; 2025Q3: 14,384 shares; 2025Q4: 5,523 shares; 2026Q1: 40,742 shares; 2026Q2: 53,698 shares 53,698 $5.53M 0.08% +12,956 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: 437,517 shares; 2024Q4: 187,419 shares; 2025Q1: 143,268 shares; 2025Q2: 185,333 shares; 2025Q3: 180,840 shares; 2025Q4: 314,974 shares; 2026Q1: 102,345 shares; 2026Q2: 103,278 shares 103,278 $5.52M 0.08% +933 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: 45,892 shares; 2024Q4: 43,309 shares; 2025Q1: 46,487 shares; 2025Q2: 46,499 shares; 2025Q3: 48,709 shares; 2025Q4: 50,626 shares; 2026Q1: 52,149 shares; 2026Q2: 47,696 shares 47,696 $5.48M 0.08% -4,453 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,364 shares; 2024Q4: 146,198 shares; 2025Q1: 148,646 shares; 2025Q2: 151,694 shares; 2025Q3: 146,855 shares; 2025Q4: 139,734 shares; 2026Q1: 120,544 shares; 2026Q2: 106,776 shares 106,776 $5.46M 0.08% -13,768 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: 281,643 shares; 2024Q4: 294,476 shares; 2025Q1: 326,041 shares; 2025Q2: 329,367 shares; 2025Q3: 349,906 shares; 2025Q4: 286,146 shares; 2026Q1: 285,915 shares; 2026Q2: 263,356 shares 263,356 $5.45M 0.08% -22,559 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: 50,112 shares; 2024Q4: 50,973 shares; 2025Q1: 48,345 shares; 2025Q2: 77,470 shares; 2025Q3: 67,532 shares; 2025Q4: 72,918 shares; 2026Q1: 75,798 shares; 2026Q2: 76,354 shares 76,354 $5.44M 0.08% +556 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,811 shares; 2024Q4: 40,053 shares; 2025Q1: 33,877 shares; 2025Q2: 33,446 shares; 2025Q3: 32,116 shares; 2025Q4: 28,195 shares; 2026Q1: 95,919 shares; 2026Q2: 117,005 shares 117,005 $5.44M 0.08% +21,086 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 6,840 shares; 2025Q1: 12,761 shares; 2025Q2: 12,492 shares; 2025Q3: 8,280 shares; 2025Q4: 8,576 shares; 2026Q1: 12,097 shares; 2026Q2: 21,364 shares 21,364 $5.44M 0.08% +9,267 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: 6,592 shares; 2024Q4: 7,556 shares; 2025Q1: 7,645 shares; 2025Q2: 7,718 shares; 2025Q3: 7,662 shares; 2025Q4: 7,877 shares; 2026Q1: 7,892 shares; 2026Q2: 7,710 shares 7,710 $5.42M 0.08% -182 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,346 shares; 2024Q4: 274,693 shares; 2025Q1: 286,170 shares; 2025Q2: 291,373 shares; 2025Q3: 248,811 shares; 2025Q4: 322,515 shares; 2026Q1: 246,349 shares; 2026Q2: 111,366 shares 111,366 $5.42M 0.08% -134,983 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: 15,157 shares; 2024Q4: 15,661 shares; 2025Q1: 15,277 shares; 2025Q2: 15,164 shares; 2025Q3: 9,828 shares; 2025Q4: 9,776 shares; 2026Q1: 9,871 shares; 2026Q2: 10,569 shares 10,569 $5.39M 0.08% +698 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,141 shares; 2024Q4: 24,294 shares; 2025Q1: 22,976 shares; 2025Q2: 21,890 shares; 2025Q3: 21,048 shares; 2025Q4: 20,393 shares; 2026Q1: 20,256 shares; 2026Q2: 18,855 shares 18,855 $5.39M 0.08% -1,401 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,894 shares; 2024Q4: 42,719 shares; 2025Q1: 45,036 shares; 2025Q2: 45,166 shares; 2025Q3: 46,762 shares; 2025Q4: 47,135 shares; 2026Q1: 48,002 shares; 2026Q2: 50,328 shares 50,328 $5.36M 0.08% +2,326 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,663 shares; 2025Q4: 87,876 shares; 2026Q1: 90,012 shares; 2026Q2: 87,863 shares 87,863 $5.34M 0.08% -2,149 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: 30,636 shares; 2024Q4: 33,784 shares; 2025Q1: 34,211 shares; 2025Q2: 32,410 shares; 2025Q3: 32,224 shares; 2025Q4: 33,052 shares; 2026Q1: 32,622 shares; 2026Q2: 33,706 shares 33,706 $5.34M 0.08% +1,084 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,603 shares; 2025Q3: 117,493 shares; 2025Q4: 125,620 shares; 2026Q1: 157,887 shares; 2026Q2: 156,992 shares 156,992 $5.34M 0.08% -895 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: 63,522 shares; 2024Q4: 53,994 shares; 2025Q1: 64,088 shares; 2025Q2: 81,568 shares; 2025Q3: 88,093 shares; 2025Q4: 59,949 shares; 2026Q1: 59,568 shares; 2026Q2: 57,973 shares 57,973 $5.29M 0.08% -1,595 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: 15,189 shares; 2024Q4: 21,623 shares; 2025Q1: 22,403 shares; 2025Q2: 23,010 shares; 2025Q3: 23,563 shares; 2025Q4: 23,772 shares; 2026Q1: 23,928 shares; 2026Q2: 22,839 shares 22,839 $5.24M 0.08% -1,089 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,795 shares; 2025Q2: 144,387 shares; 2025Q3: 161,195 shares; 2025Q4: 164,543 shares; 2026Q1: 147,427 shares; 2026Q2: 172,834 shares 172,834 $5.19M 0.08% +25,407 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: 66,240 shares; 2024Q4: 64,242 shares; 2025Q1: 52,844 shares; 2025Q2: 55,096 shares; 2025Q3: 47,600 shares; 2025Q4: 41,485 shares; 2026Q1: 38,555 shares; 2026Q2: 38,275 shares 38,275 $5.19M 0.08% -280 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: 153,640 shares; 2024Q4: 173,241 shares; 2025Q1: 164,732 shares; 2025Q2: 190,473 shares; 2025Q3: 194,638 shares; 2025Q4: 90,182 shares; 2026Q1: 96,432 shares; 2026Q2: 102,447 shares 102,447 $5.17M 0.08% +6,015 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,798 shares; 2026Q2: 88,882 shares 88,882 $5.17M 0.08% +12,084 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: 42,187 shares; 2024Q4: 74,589 shares; 2025Q1: 77,670 shares; 2025Q2: 80,028 shares; 2025Q3: 79,796 shares; 2025Q4: 62,712 shares; 2026Q1: 61,622 shares; 2026Q2: 97,722 shares 97,722 $5.17M 0.08% +36,100 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: 4,729 shares; 2024Q4: 15,313 shares; 2025Q1: 16,373 shares; 2025Q2: 15,631 shares; 2025Q3: 15,717 shares; 2025Q4: 15,564 shares; 2026Q1: 15,443 shares; 2026Q2: 15,647 shares 15,647 $5.17M 0.08% +204 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,097 shares 99,097 $5.15M 0.07% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,992 shares; 2024Q4: 6,874 shares; 2025Q1: 8,178 shares; 2025Q2: 11,539 shares; 2025Q3: 12,048 shares; 2025Q4: 13,749 shares; 2026Q1: 21,135 shares; 2026Q2: 25,349 shares 25,349 $5.09M 0.07% +4,214 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: 168 shares; 2024Q4: 974 shares; 2025Q1: 957 shares; 2025Q2: 936 shares; 2025Q3: 926 shares; 2025Q4: 913 shares; 2026Q1: 1,093 shares; 2026Q2: 28,361 shares 28,361 $5.06M 0.07% +27,268 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: 11,350 shares; 2024Q4: 11,718 shares; 2025Q1: 11,033 shares; 2025Q2: 16,089 shares; 2025Q3: 16,215 shares; 2025Q4: 16,268 shares; 2026Q1: 17,014 shares; 2026Q2: 19,324 shares 19,324 $5.04M 0.07% +2,310 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: 57,984 shares; 2024Q4: 59,002 shares; 2025Q1: 56,422 shares; 2025Q2: 60,089 shares; 2025Q3: 55,519 shares; 2025Q4: 56,377 shares; 2026Q1: 60,055 shares; 2026Q2: 60,017 shares 60,017 $5.03M 0.07% -38 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,255 shares; 2026Q2: 17,330 shares 17,330 $5.02M 0.07% +75 Timeline PTNQ 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: 51,499 shares; 2024Q4: 81,691 shares; 2025Q1: 70,647 shares; 2025Q2: 55,913 shares; 2025Q3: 51,077 shares; 2025Q4: 49,543 shares; 2026Q1: 51,828 shares; 2026Q2: 56,452 shares 56,452 $5.01M 0.07% +4,624 Timeline IOO 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: 3,063 shares; 2025Q4: 2,979 shares; 2026Q1: 33,695 shares; 2026Q2: 36,048 shares 36,048 $4.92M 0.07% +2,353 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,707 shares; 2024Q4: 20,767 shares; 2025Q1: 23,859 shares; 2025Q2: 25,951 shares; 2025Q3: 25,864 shares; 2025Q4: 20,438 shares; 2026Q1: 20,987 shares; 2026Q2: 22,339 shares 22,339 $4.9M 0.07% +1,352 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: 2,559 shares; 2024Q4: 2,838 shares; 2025Q1: 2,863 shares; 2025Q2: 6,406 shares; 2025Q3: 7,804 shares; 2025Q4: 6,955 shares; 2026Q1: 6,909 shares; 2026Q2: 6,476 shares 6,476 $4.9M 0.07% -433 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 12,798 shares; 2025Q1: 13,542 shares; 2025Q2: 16,585 shares; 2025Q3: 13,345 shares; 2025Q4: 14,429 shares; 2026Q1: 12,551 shares; 2026Q2: 12,496 shares 12,496 $4.87M 0.07% -55 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: 7,334 shares; 2024Q4: 9,947 shares; 2025Q1: 26,068 shares; 2025Q2: 28,964 shares; 2025Q3: 32,076 shares; 2025Q4: 31,409 shares; 2026Q1: 32,682 shares; 2026Q2: 28,483 shares 28,483 $4.85M 0.07% -4,199 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: 29,040 shares; 2024Q4: 29,959 shares; 2025Q1: 45,932 shares; 2025Q2: 40,336 shares; 2025Q3: 34,787 shares; 2025Q4: 34,461 shares; 2026Q1: 34,422 shares; 2026Q2: 28,487 shares 28,487 $4.82M 0.07% -5,935 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: 28,007 shares 28,007 $4.79M 0.07% new Timeline URNM 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: 104,795 shares; 2024Q4: 101,743 shares; 2025Q1: 98,952 shares; 2025Q2: 114,137 shares; 2025Q3: 112,539 shares; 2025Q4: 114,591 shares; 2026Q1: 114,041 shares; 2026Q2: 90,880 shares 90,880 $4.78M 0.07% -23,161 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,372 shares; 2024Q4: 99,191 shares; 2025Q1: 97,599 shares; 2025Q2: 102,188 shares; 2025Q3: 103,698 shares; 2025Q4: 105,792 shares; 2026Q1: 99,444 shares; 2026Q2: 100,127 shares 100,127 $4.75M 0.07% +683 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: 20,945 shares; 2024Q4: 50,909 shares; 2025Q1: 53,054 shares; 2025Q2: 53,037 shares; 2025Q3: 53,689 shares; 2025Q4: 51,702 shares; 2026Q1: 50,449 shares; 2026Q2: 51,294 shares 51,294 $4.73M 0.07% +845 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: 26,958 shares; 2024Q4: 26,633 shares; 2025Q1: 25,154 shares; 2025Q2: 21,218 shares; 2025Q3: 27,114 shares; 2025Q4: 29,441 shares; 2026Q1: 30,048 shares; 2026Q2: 30,771 shares 30,771 $4.69M 0.07% +723 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,096 shares; 2024Q4: 3,166 shares; 2025Q1: 3,198 shares; 2025Q2: 2,964 shares; 2025Q3: 3,379 shares; 2025Q4: 3,518 shares; 2026Q1: 3,478 shares; 2026Q2: 3,406 shares 3,406 $4.64M 0.07% -72 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: 46,170 shares; 2024Q4: 44,545 shares; 2025Q1: 47,592 shares; 2025Q2: 48,039 shares; 2025Q3: 47,338 shares; 2025Q4: 48,404 shares; 2026Q1: 48,431 shares; 2026Q2: 47,679 shares 47,679 $4.59M 0.07% -752 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,674 shares; 2024Q4: 23,330 shares; 2025Q1: 23,610 shares; 2025Q2: 22,945 shares; 2025Q3: 66,401 shares; 2025Q4: 163,246 shares; 2026Q1: 134,465 shares; 2026Q2: 135,418 shares 135,418 $4.59M 0.07% +953 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,340 shares; 2025Q3: 170,014 shares; 2025Q4: 176,437 shares; 2026Q1: 192,959 shares; 2026Q2: 189,851 shares 189,851 $4.54M 0.07% -3,108 Timeline FNDX 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: 34,170 shares; 2024Q4: 104,059 shares; 2025Q1: 103,972 shares; 2025Q2: 114,263 shares; 2025Q3: 114,829 shares; 2025Q4: 114,931 shares; 2026Q1: 111,209 shares; 2026Q2: 145,745 shares 145,745 $4.53M 0.07% +34,536 Timeline PIZ 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: 46,180 shares; 2024Q4: 44,488 shares; 2025Q1: 44,614 shares; 2025Q2: 46,049 shares; 2025Q3: 41,834 shares; 2025Q4: 40,621 shares; 2026Q1: 91,519 shares; 2026Q2: 80,972 shares 80,972 $4.53M 0.07% -10,547 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: 7,430 shares; 2024Q4: 6,685 shares; 2025Q1: 10,384 shares; 2025Q2: 11,321 shares; 2025Q3: 11,087 shares; 2025Q4: 12,465 shares; 2026Q1: 18,089 shares; 2026Q2: 38,111 shares 38,111 $4.5M 0.07% +20,022 Timeline SPHQ 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: 13,791 shares; 2024Q4: 13,861 shares; 2025Q1: 8,463 shares; 2025Q2: 6,638 shares; 2025Q3: 7,529 shares; 2025Q4: 49,278 shares; 2026Q1: 49,658 shares; 2026Q2: 49,482 shares 49,482 $4.46M 0.06% -176 Timeline BUFD 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: 8,880 shares; 2024Q4: 8,808 shares; 2025Q1: not reported; 2025Q2: 7,926 shares; 2025Q3: 17,752 shares; 2025Q4: 73,736 shares; 2026Q1: 110,940 shares; 2026Q2: 149,280 shares 149,280 $4.44M 0.06% +38,340 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,100 shares; 2024Q4: 33,714 shares; 2025Q1: 54,801 shares; 2025Q2: 56,375 shares; 2025Q3: 57,079 shares; 2025Q4: 57,426 shares; 2026Q1: 57,695 shares; 2026Q2: 58,938 shares 58,938 $4.43M 0.06% +1,243 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: 17,127 shares; 2024Q4: 17,611 shares; 2025Q1: 21,885 shares; 2025Q2: 26,483 shares; 2025Q3: 25,946 shares; 2025Q4: 25,879 shares; 2026Q1: 28,041 shares; 2026Q2: 28,070 shares 28,070 $4.4M 0.06% +29 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,288 shares; 2024Q4: 550,709 shares; 2025Q1: 479,603 shares; 2025Q2: 474,774 shares; 2025Q3: 474,210 shares; 2025Q4: 475,589 shares; 2026Q1: 476,156 shares; 2026Q2: 476,073 shares 476,073 $4.39M 0.06% -83 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: 50,141 shares; 2024Q4: 49,351 shares; 2025Q1: 53,453 shares; 2025Q2: 55,484 shares; 2025Q3: 48,613 shares; 2025Q4: 45,666 shares; 2026Q1: 43,212 shares; 2026Q2: 42,847 shares 42,847 $4.38M 0.06% -365 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: 17,858 shares; 2024Q4: 17,977 shares; 2025Q1: 17,792 shares; 2025Q2: 20,652 shares; 2025Q3: 20,630 shares; 2025Q4: 20,919 shares; 2026Q1: 20,034 shares; 2026Q2: 19,537 shares 19,537 $4.38M 0.06% -497 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: 20,991 shares; 2024Q4: 17,915 shares; 2025Q1: 18,420 shares; 2025Q2: 24,075 shares; 2025Q3: 63,529 shares; 2025Q4: 64,230 shares; 2026Q1: 29,282 shares; 2026Q2: 38,040 shares 38,040 $4.34M 0.06% +8,758 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: 307,826 shares; 2024Q4: 317,555 shares; 2025Q1: 349,176 shares; 2025Q2: 329,645 shares; 2025Q3: 228,469 shares; 2025Q4: 186,057 shares; 2026Q1: 181,171 shares; 2026Q2: 176,828 shares 176,828 $4.34M 0.06% -4,343 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: 112,826 shares; 2024Q4: 115,715 shares; 2025Q1: 119,637 shares; 2025Q2: 126,683 shares; 2025Q3: 126,462 shares; 2025Q4: 127,082 shares; 2026Q1: 121,344 shares; 2026Q2: 71,690 shares 71,690 $4.33M 0.06% -49,654 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 1,936 shares; 2025Q1: 2,112 shares; 2025Q2: 9,297 shares; 2025Q3: 9,124 shares; 2025Q4: 9,316 shares; 2026Q1: 18,322 shares; 2026Q2: 18,200 shares 18,200 $4.33M 0.06% -122 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,595 shares; 2025Q1: 1,780 shares; 2025Q2: 1,125 shares; 2025Q3: 2,325 shares; 2025Q4: 8,224 shares; 2026Q1: 19,004 shares; 2026Q2: 43,162 shares 43,162 $4.28M 0.06% +24,158 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,187 shares; 2024Q4: 14,696 shares; 2025Q1: 14,449 shares; 2025Q2: 16,917 shares; 2025Q3: 17,733 shares; 2025Q4: 16,917 shares; 2026Q1: 20,667 shares; 2026Q2: 22,748 shares 22,748 $4.28M 0.06% +2,081 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: 11,882 shares; 2024Q4: 18,013 shares; 2025Q1: 33,973 shares; 2025Q2: 34,940 shares; 2025Q3: 40,228 shares; 2025Q4: 43,204 shares; 2026Q1: 14,578 shares; 2026Q2: 26,382 shares 26,382 $4.27M 0.06% +11,804 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: 1,981 shares; 2024Q4: 2,072 shares; 2025Q1: 2,780 shares; 2025Q2: 2,848 shares; 2025Q3: 10,732 shares; 2025Q4: 13,561 shares; 2026Q1: 21,611 shares; 2026Q2: 20,944 shares 20,944 $4.22M 0.06% -667 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: 108,966 shares; 2024Q4: 63,639 shares; 2025Q1: 65,824 shares; 2025Q2: 66,160 shares; 2025Q3: 68,695 shares; 2025Q4: 70,025 shares; 2026Q1: 73,028 shares; 2026Q2: 76,182 shares 76,182 $4.16M 0.06% +3,154 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,086 shares; 2024Q4: 52,203 shares; 2025Q1: 51,052 shares; 2025Q2: 39,099 shares; 2025Q3: 39,468 shares; 2025Q4: 40,109 shares; 2026Q1: 40,487 shares; 2026Q2: 40,718 shares 40,718 $4.15M 0.06% +231 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: 18,685 shares; 2024Q4: 13,137 shares; 2025Q1: 13,995 shares; 2025Q2: 15,144 shares; 2025Q3: 17,004 shares; 2025Q4: 16,258 shares; 2026Q1: 16,218 shares; 2026Q2: 15,655 shares 15,655 $4.14M 0.06% -563 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: 59,696 shares; 2024Q4: 76,272 shares; 2025Q1: 56,550 shares; 2025Q2: 53,087 shares; 2025Q3: 42,152 shares; 2025Q4: 40,545 shares; 2026Q1: 39,481 shares; 2026Q2: 73,701 shares 73,701 $4.14M 0.06% +34,220 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,846 shares; 2024Q4: 14,623 shares; 2025Q1: 17,443 shares; 2025Q2: 17,537 shares; 2025Q3: 18,499 shares; 2025Q4: 19,052 shares; 2026Q1: 23,011 shares; 2026Q2: 23,367 shares 23,367 $4.13M 0.06% +356 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: 4,229 shares; 2024Q4: 25,598 shares; 2025Q1: 11,744 shares; 2025Q2: 19,856 shares; 2025Q3: 19,859 shares; 2025Q4: 13,809 shares; 2026Q1: 17,692 shares; 2026Q2: 16,634 shares 16,634 $4.13M 0.06% -1,058 Timeline FTA 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: 49,410 shares; 2024Q4: 38,275 shares; 2025Q1: 37,876 shares; 2025Q2: 37,953 shares; 2025Q3: 41,032 shares; 2025Q4: 42,168 shares; 2026Q1: 43,883 shares; 2026Q2: 42,540 shares 42,540 $4.12M 0.06% -1,343 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,250 shares; 2025Q1: 28,390 shares; 2025Q2: 30,407 shares; 2025Q3: 31,542 shares; 2025Q4: 31,327 shares; 2026Q1: 31,081 shares; 2026Q2: 35,163 shares 35,163 $4.12M 0.06% +4,082 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,390 shares; 2024Q4: 101,013 shares; 2025Q1: 107,494 shares; 2025Q2: 119,540 shares; 2025Q3: 119,428 shares; 2025Q4: 97,001 shares; 2026Q1: 109,791 shares; 2026Q2: 92,182 shares 92,182 $4.1M 0.06% -17,609 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: not reported; 2025Q1: 5,475 shares; 2025Q2: 5,475 shares; 2025Q3: 9,009 shares; 2025Q4: 9,054 shares; 2026Q1: 67,934 shares; 2026Q2: 74,893 shares 74,893 $4.05M 0.06% +6,959 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,720 shares; 2024Q4: 33,497 shares; 2025Q1: 36,648 shares; 2025Q2: 50,053 shares; 2025Q3: 59,489 shares; 2025Q4: 36,233 shares; 2026Q1: 35,443 shares; 2026Q2: 36,265 shares 36,265 $4M 0.06% +822 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,415 shares; 2024Q4: 35,523 shares; 2025Q1: 35,610 shares; 2025Q2: 34,310 shares; 2025Q3: 36,378 shares; 2025Q4: 39,279 shares; 2026Q1: 38,793 shares; 2026Q2: 40,458 shares 40,458 $3.98M 0.06% +1,665 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,994 shares; 2024Q4: 22,024 shares; 2025Q1: 21,799 shares; 2025Q2: 66,362 shares; 2025Q3: 63,106 shares; 2025Q4: 37,262 shares; 2026Q1: 34,322 shares; 2026Q2: 34,638 shares 34,638 $3.97M 0.06% +316 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,208 shares; 2024Q4: 17,163 shares; 2025Q1: 9,362 shares; 2025Q2: 9,558 shares; 2025Q3: 11,787 shares; 2025Q4: 10,497 shares; 2026Q1: 88,945 shares; 2026Q2: 85,349 shares 85,349 $3.94M 0.06% -3,596 Timeline FIW 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: 7,173 shares; 2024Q4: 7,074 shares; 2025Q1: 6,960 shares; 2025Q2: 22,639 shares; 2025Q3: 24,887 shares; 2025Q4: 22,193 shares; 2026Q1: 22,944 shares; 2026Q2: 35,728 shares 35,728 $3.92M 0.06% +12,784 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: 13,714 shares; 2024Q4: 19,354 shares; 2025Q1: 53,448 shares; 2025Q2: 61,962 shares; 2025Q3: 63,563 shares; 2025Q4: 64,821 shares; 2026Q1: 54,720 shares; 2026Q2: 52,628 shares 52,628 $3.91M 0.06% -2,092 Timeline DFUV 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: 70,559 shares; 2024Q4: 70,195 shares; 2025Q1: 67,502 shares; 2025Q2: 67,602 shares; 2025Q3: 69,220 shares; 2025Q4: 69,402 shares; 2026Q1: 70,571 shares; 2026Q2: 70,571 shares 70,571 $3.88M 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,937 shares; 2024Q4: 21,060 shares; 2025Q1: 36,348 shares; 2025Q2: 26,536 shares; 2025Q3: 42,392 shares; 2025Q4: 24,712 shares; 2026Q1: 28,110 shares; 2026Q2: 28,342 shares 28,342 $3.88M 0.06% +232 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,646 shares; 2024Q4: 13,035 shares; 2025Q1: 13,283 shares; 2025Q2: 12,530 shares; 2025Q3: 9,887 shares; 2025Q4: 12,169 shares; 2026Q1: 10,134 shares; 2026Q2: 9,794 shares 9,794 $3.86M 0.06% -340 Timeline PIE 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: 58,564 shares; 2024Q4: 58,147 shares; 2025Q1: 57,537 shares; 2025Q2: 58,413 shares; 2025Q3: 57,737 shares; 2025Q4: 54,638 shares; 2026Q1: 153,584 shares; 2026Q2: 115,122 shares 115,122 $3.84M 0.06% -38,462 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: 11,959 shares; 2024Q4: 16,657 shares; 2025Q1: 17,621 shares; 2025Q2: 16,676 shares; 2025Q3: 18,039 shares; 2025Q4: 18,516 shares; 2026Q1: 19,397 shares; 2026Q2: 11,480 shares 11,480 $3.84M 0.06% -7,917 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 5,381 shares; 2025Q1: 4,818 shares; 2025Q2: 4,603 shares; 2025Q3: 4,961 shares; 2025Q4: 2,749 shares; 2026Q1: 9,784 shares; 2026Q2: 14,725 shares 14,725 $3.83M 0.06% +4,941 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: 13,714 shares; 2024Q4: 11,436 shares; 2025Q1: 12,575 shares; 2025Q2: 11,624 shares; 2025Q3: 11,605 shares; 2025Q4: 22,560 shares; 2026Q1: 55,774 shares; 2026Q2: 75,281 shares 75,281 $3.83M 0.06% +19,507 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,546 shares; 2024Q4: 4,965 shares; 2025Q1: 9,321 shares; 2025Q2: 9,518 shares; 2025Q3: 9,462 shares; 2025Q4: 10,358 shares; 2026Q1: 11,124 shares; 2026Q2: 12,486 shares 12,486 $3.83M 0.06% +1,362 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,614 shares; 2024Q4: 114,059 shares; 2025Q1: 133,603 shares; 2025Q2: 140,336 shares; 2025Q3: 152,636 shares; 2025Q4: 163,718 shares; 2026Q1: 180,707 shares; 2026Q2: 187,853 shares 187,853 $3.83M 0.06% +7,146 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 10,195 shares; 2026Q1: 10,163 shares; 2026Q2: 29,802 shares 29,802 $3.82M 0.06% +19,639 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 25,260 shares; 2026Q1: 61,321 shares; 2026Q2: 66,090 shares 66,090 $3.81M 0.06% +4,769 Timeline FSEP 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: 56,266 shares; 2024Q4: 60,468 shares; 2025Q1: 60,421 shares; 2025Q2: 64,844 shares; 2025Q3: 71,145 shares; 2025Q4: 68,928 shares; 2026Q1: 69,445 shares; 2026Q2: 69,160 shares 69,160 $3.81M 0.06% -285 Timeline RFCI 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: 192,476 shares; 2024Q4: 193,193 shares; 2025Q1: 189,189 shares; 2025Q2: 191,313 shares; 2025Q3: 198,797 shares; 2025Q4: 202,915 shares; 2026Q1: 195,813 shares; 2026Q2: 170,569 shares 170,569 $3.8M 0.06% -25,244 Timeline DALI 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: 178,787 shares; 2024Q4: 164,577 shares; 2025Q1: 162,889 shares; 2025Q2: 165,970 shares; 2025Q3: 160,294 shares; 2025Q4: 151,386 shares; 2026Q1: 146,950 shares; 2026Q2: 127,549 shares 127,549 $3.79M 0.06% -19,401 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: 20,938 shares; 2024Q4: 11,233 shares; 2025Q1: 14,873 shares; 2025Q2: 25,087 shares; 2025Q3: 14,566 shares; 2025Q4: 15,759 shares; 2026Q1: 22,879 shares; 2026Q2: 18,136 shares 18,136 $3.79M 0.06% -4,743 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: 27,849 shares 27,849 $3.78M 0.05% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,872 shares; 2024Q4: 106,289 shares; 2025Q1: 130,385 shares; 2025Q2: 137,394 shares; 2025Q3: 150,831 shares; 2025Q4: 168,151 shares; 2026Q1: 184,804 shares; 2026Q2: 192,195 shares 192,195 $3.77M 0.05% +7,391 Timeline FNX 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: 36,178 shares; 2024Q4: 33,076 shares; 2025Q1: 33,150 shares; 2025Q2: 31,699 shares; 2025Q3: 30,068 shares; 2025Q4: 27,858 shares; 2026Q1: 28,045 shares; 2026Q2: 25,645 shares 25,645 $3.75M 0.05% -2,400 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,776 shares; 2024Q4: 116,203 shares; 2025Q1: 134,261 shares; 2025Q2: 141,132 shares; 2025Q3: 153,183 shares; 2025Q4: 174,544 shares; 2026Q1: 194,733 shares; 2026Q2: 201,669 shares 201,669 $3.75M 0.05% +6,936 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: 9,454 shares; 2024Q4: 46,676 shares; 2025Q1: 52,385 shares; 2025Q2: 83,244 shares; 2025Q3: 81,756 shares; 2025Q4: 81,805 shares; 2026Q1: 94,251 shares; 2026Q2: 110,289 shares 110,289 $3.73M 0.05% +16,038 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,254 shares; 2025Q2: 25,254 shares; 2025Q3: 25,254 shares; 2025Q4: 25,254 shares; 2026Q1: 25,254 shares; 2026Q2: 141,078 shares 141,078 $3.72M 0.05% +115,824 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,393 shares; 2024Q4: 104,220 shares; 2025Q1: 116,624 shares; 2025Q2: 114,510 shares; 2025Q3: 139,789 shares; 2025Q4: 164,103 shares; 2026Q1: 101,581 shares; 2026Q2: 100,563 shares 100,563 $3.72M 0.05% -1,018 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,683 shares; 2024Q4: 64,737 shares; 2025Q1: 61,856 shares; 2025Q2: 61,393 shares; 2025Q3: 59,977 shares; 2025Q4: 61,114 shares; 2026Q1: 60,950 shares; 2026Q2: 61,038 shares 61,038 $3.71M 0.05% +88 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,341 shares; 2024Q4: 23,949 shares; 2025Q1: 24,371 shares; 2025Q2: 27,000 shares; 2025Q3: 32,206 shares; 2025Q4: 31,831 shares; 2026Q1: 30,082 shares; 2026Q2: 29,028 shares 29,028 $3.71M 0.05% -1,054 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,991 shares; 2024Q4: 115,542 shares; 2025Q1: 151,483 shares; 2025Q2: 160,456 shares; 2025Q3: 174,449 shares; 2025Q4: 185,683 shares; 2026Q1: 184,198 shares; 2026Q2: 189,873 shares 189,873 $3.71M 0.05% +5,675 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: 12,392 shares; 2024Q4: 12,033 shares; 2025Q1: 12,120 shares; 2025Q2: 9,255 shares; 2025Q3: 10,920 shares; 2025Q4: 11,420 shares; 2026Q1: 10,640 shares; 2026Q2: 10,270 shares 10,270 $3.64M 0.05% -370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,735 shares; 2026Q1: 18,912 shares; 2026Q2: 18,744 shares 18,744 $3.63M 0.05% -168 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,062 shares; 2026Q1: 35,955 shares; 2026Q2: 50,071 shares 50,071 $3.63M 0.05% +14,116 Timeline JGRO 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: 44,261 shares; 2024Q4: 43,463 shares; 2025Q1: 41,596 shares; 2025Q2: 42,910 shares; 2025Q3: 41,992 shares; 2025Q4: 41,004 shares; 2026Q1: 40,740 shares; 2026Q2: 36,424 shares 36,424 $3.59M 0.05% -4,316 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,178 shares; 2024Q4: 125,044 shares; 2025Q1: 137,137 shares; 2025Q2: 140,069 shares; 2025Q3: 143,779 shares; 2025Q4: 156,944 shares; 2026Q1: 159,918 shares; 2026Q2: 160,293 shares 160,293 $3.58M 0.05% +375 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,875 shares; 2024Q4: 10,041 shares; 2025Q1: 10,070 shares; 2025Q2: 8,881 shares; 2025Q3: 9,987 shares; 2025Q4: 10,587 shares; 2026Q1: 12,614 shares; 2026Q2: 12,647 shares 12,647 $3.58M 0.05% +33 Timeline VIS 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: 5,423 shares; 2024Q4: 6,752 shares; 2025Q1: 6,919 shares; 2025Q2: 7,999 shares; 2025Q3: 8,053 shares; 2025Q4: 9,211 shares; 2026Q1: 9,599 shares; 2026Q2: 9,879 shares 9,879 $3.56M 0.05% +280 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,830 shares; 2024Q4: 136,962 shares; 2025Q1: 157,831 shares; 2025Q2: 161,951 shares; 2025Q3: 165,913 shares; 2025Q4: 169,882 shares; 2026Q1: 157,394 shares; 2026Q2: 155,011 shares 155,011 $3.56M 0.05% -2,383 Timeline KRE 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: 8,898 shares; 2024Q4: 11,538 shares; 2025Q1: 9,149 shares; 2025Q2: 36,833 shares; 2025Q3: 21,502 shares; 2025Q4: 47,542 shares; 2026Q1: 29,576 shares; 2026Q2: 47,423 shares 47,423 $3.55M 0.05% +17,847 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: 6,858 shares; 2024Q4: 6,947 shares; 2025Q1: 8,338 shares; 2025Q2: 8,846 shares; 2025Q3: 8,750 shares; 2025Q4: 8,836 shares; 2026Q1: 9,144 shares; 2026Q2: 8,617 shares 8,617 $3.51M 0.05% -527 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: 42,427 shares; 2024Q4: 42,873 shares; 2025Q1: 44,799 shares; 2025Q2: 49,226 shares; 2025Q3: 53,879 shares; 2025Q4: 54,235 shares; 2026Q1: 58,163 shares; 2026Q2: 58,765 shares 58,765 $3.51M 0.05% +602 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,566 shares; 2024Q4: 89,283 shares; 2025Q1: 89,158 shares; 2025Q2: 93,087 shares; 2025Q3: 90,696 shares; 2025Q4: 85,978 shares; 2026Q1: 84,713 shares; 2026Q2: 86,417 shares 86,417 $3.48M 0.05% +1,704 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: 52,219 shares; 2024Q4: 59,620 shares; 2025Q1: 63,101 shares; 2025Q2: 54,886 shares; 2025Q3: 61,241 shares; 2025Q4: 52,704 shares; 2026Q1: 51,667 shares; 2026Q2: 50,810 shares 50,810 $3.47M 0.05% -857 Timeline PSI 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: 14,021 shares; 2024Q4: 15,071 shares; 2025Q1: 14,394 shares; 2025Q2: 14,857 shares; 2025Q3: 14,825 shares; 2025Q4: 19,758 shares; 2026Q1: 19,744 shares; 2026Q2: 18,405 shares 18,405 $3.46M 0.05% -1,339 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,414 shares; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: 18,331 shares; 2025Q3: 19,240 shares; 2025Q4: 19,312 shares; 2026Q1: 20,131 shares; 2026Q2: 33,740 shares 33,740 $3.46M 0.05% +13,609 Timeline PTLC 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: 10,961 shares; 2024Q4: 19,293 shares; 2025Q1: 21,872 shares; 2025Q2: 22,095 shares; 2025Q3: 40,370 shares; 2025Q4: 50,904 shares; 2026Q1: 57,544 shares; 2026Q2: 58,795 shares 58,795 $3.43M 0.05% +1,251 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,626 shares; 2024Q4: 77,459 shares; 2025Q1: 112,658 shares; 2025Q2: 133,339 shares; 2025Q3: 129,939 shares; 2025Q4: 151,765 shares; 2026Q1: 164,271 shares; 2026Q2: 143,199 shares 143,199 $3.42M 0.05% -21,072 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: 63,409 shares; 2024Q4: 68,834 shares; 2025Q1: 66,871 shares; 2025Q2: 66,435 shares; 2025Q3: 71,666 shares; 2025Q4: 74,874 shares; 2026Q1: 109,087 shares; 2026Q2: 105,075 shares 105,075 $3.36M 0.05% -4,012 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,455 shares; 2024Q4: 35,076 shares; 2025Q1: 37,974 shares; 2025Q2: 40,883 shares; 2025Q3: 40,343 shares; 2025Q4: 39,848 shares; 2026Q1: 36,693 shares; 2026Q2: 36,162 shares 36,162 $3.35M 0.05% -531 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,685 shares; 2024Q4: 28,785 shares; 2025Q1: 28,785 shares; 2025Q2: 32,015 shares; 2025Q3: 31,157 shares; 2025Q4: 30,864 shares; 2026Q1: 28,259 shares; 2026Q2: 26,259 shares 26,259 $3.34M 0.05% -2,000 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,618 shares; 2024Q4: 118,596 shares; 2025Q1: 127,706 shares; 2025Q2: 130,790 shares; 2025Q3: 134,584 shares; 2025Q4: 149,107 shares; 2026Q1: 152,105 shares; 2026Q2: 152,568 shares 152,568 $3.32M 0.05% +463 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: 14,578 shares; 2024Q4: 14,322 shares; 2025Q1: 15,713 shares; 2025Q2: 15,315 shares; 2025Q3: 14,682 shares; 2025Q4: 13,581 shares; 2026Q1: 11,137 shares; 2026Q2: 11,290 shares 11,290 $3.31M 0.05% +153 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,303 shares; 2024Q4: 89,335 shares; 2025Q1: 87,505 shares; 2025Q2: 93,420 shares; 2025Q3: 96,684 shares; 2025Q4: 78,206 shares; 2026Q1: 74,049 shares; 2026Q2: 75,539 shares 75,539 $3.29M 0.05% +1,490 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: 48,338 shares; 2024Q4: 51,353 shares; 2025Q1: 46,722 shares; 2025Q2: 46,084 shares; 2025Q3: 49,566 shares; 2025Q4: 51,480 shares; 2026Q1: 34,995 shares; 2026Q2: 34,358 shares 34,358 $3.25M 0.05% -637 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,401 shares; 2024Q4: 97,312 shares; 2025Q1: 77,191 shares; 2025Q2: 60,903 shares; 2025Q3: 48,555 shares; 2025Q4: 47,529 shares; 2026Q1: 53,941 shares; 2026Q2: 81,067 shares 81,067 $3.24M 0.05% +27,126 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: 297 shares; 2025Q2: 304 shares; 2025Q3: 292 shares; 2025Q4: 287 shares; 2026Q1: 301 shares; 2026Q2: 1,014 shares 1,014 $3.24M 0.05% +713 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,483 shares; 2024Q4: 124,320 shares; 2025Q1: 137,793 shares; 2025Q2: 145,024 shares; 2025Q3: 163,545 shares; 2025Q4: 135,591 shares; 2026Q1: 143,409 shares; 2026Q2: 145,168 shares 145,168 $3.24M 0.05% +1,759 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,294 shares; 2026Q1: 55,667 shares; 2026Q2: 60,377 shares 60,377 $3.22M 0.05% +4,710 Timeline SPYD 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: 8,813 shares; 2024Q4: 12,470 shares; 2025Q1: 18,423 shares; 2025Q2: 53,127 shares; 2025Q3: 63,597 shares; 2025Q4: 61,942 shares; 2026Q1: 60,791 shares; 2026Q2: 67,397 shares 67,397 $3.22M 0.05% +6,606 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,173 shares; 2025Q4: 90,558 shares; 2026Q1: 96,127 shares; 2026Q2: 86,880 shares 86,880 $3.2M 0.05% -9,247 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,332 shares; 2024Q4: 17,332 shares; 2025Q1: 17,478 shares; 2025Q2: 22,978 shares; 2025Q3: 40,123 shares; 2025Q4: 55,892 shares; 2026Q1: 57,210 shares; 2026Q2: 62,577 shares 62,577 $3.17M 0.05% +5,367 Timeline RFEM 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: 32,933 shares; 2024Q4: 33,222 shares; 2025Q1: 32,842 shares; 2025Q2: 33,698 shares; 2025Q3: 35,733 shares; 2025Q4: 37,417 shares; 2026Q1: 37,037 shares; 2026Q2: 33,713 shares 33,713 $3.17M 0.05% -3,324 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: 41,300 shares; 2024Q4: 39,239 shares; 2025Q1: 40,090 shares; 2025Q2: 115,377 shares; 2025Q3: 55,736 shares; 2025Q4: 57,424 shares; 2026Q1: 69,066 shares; 2026Q2: 66,477 shares 66,477 $3.16M 0.05% -2,589 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,618 shares; 2025Q1: 19,655 shares; 2025Q2: 29,823 shares; 2025Q3: 43,014 shares; 2025Q4: 50,171 shares; 2026Q1: 62,663 shares; 2026Q2: 79,215 shares 79,215 $3.11M 0.05% +16,552 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,153 shares; 2024Q4: 60,092 shares; 2025Q1: 53,774 shares; 2025Q2: 53,702 shares; 2025Q3: 54,620 shares; 2025Q4: 54,423 shares; 2026Q1: 53,947 shares; 2026Q2: 55,970 shares 55,970 $3.11M 0.05% +2,023 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,601 shares; 2024Q4: 11,360 shares; 2025Q1: 11,121 shares; 2025Q2: 9,440 shares; 2025Q3: 9,734 shares; 2025Q4: 8,939 shares; 2026Q1: 8,930 shares; 2026Q2: 8,926 shares 8,926 $3.07M 0.04% -4 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,275 shares; 2025Q3: 14,452 shares; 2025Q4: 61,716 shares; 2026Q1: 62,708 shares; 2026Q2: 62,319 shares 62,319 $3.05M 0.04% -389 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: 128,207 shares; 2024Q4: 107,265 shares; 2025Q1: 117,546 shares; 2025Q2: 120,555 shares; 2025Q3: 129,979 shares; 2025Q4: 138,769 shares; 2026Q1: 148,458 shares; 2026Q2: 142,186 shares 142,186 $3.04M 0.04% -6,272 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 14,129 shares; 2026Q1: 47,799 shares; 2026Q2: 88,540 shares 88,540 $3.03M 0.04% +40,741 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: 2,700 shares; 2024Q4: 2,686 shares; 2025Q1: 2,914 shares; 2025Q2: 2,916 shares; 2025Q3: 2,870 shares; 2025Q4: 2,966 shares; 2026Q1: 18,393 shares; 2026Q2: 19,262 shares 19,262 $3.02M 0.04% +869 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,307 shares; 2024Q4: 32,962 shares; 2025Q1: 37,242 shares; 2025Q2: 81,358 shares; 2025Q3: 86,257 shares; 2025Q4: 89,480 shares; 2026Q1: 96,864 shares; 2026Q2: 104,251 shares 104,251 $3.02M 0.04% +7,387 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: 186,767 shares; 2024Q4: 191,794 shares; 2025Q1: 194,852 shares; 2025Q2: 247,109 shares; 2025Q3: 245,472 shares; 2025Q4: 215,343 shares; 2026Q1: 217,269 shares; 2026Q2: 216,971 shares 216,971 $3.02M 0.04% -298 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,908 shares; 2024Q4: 194,029 shares; 2025Q1: 195,518 shares; 2025Q2: 197,536 shares; 2025Q3: 203,595 shares; 2025Q4: 209,153 shares; 2026Q1: 209,840 shares; 2026Q2: 209,878 shares 209,878 $3M 0.04% +38 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,181 shares; 2026Q1: 49,625 shares; 2026Q2: 53,836 shares 53,836 $3M 0.04% +4,211 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,372 shares; 2025Q1: 74,754 shares; 2025Q2: 77,806 shares; 2025Q3: 81,172 shares; 2025Q4: 131,333 shares; 2026Q1: 139,140 shares; 2026Q2: 140,130 shares 140,130 $2.96M 0.04% +990 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,945 shares; 2024Q4: 20,359 shares; 2025Q1: 20,138 shares; 2025Q2: 18,124 shares; 2025Q3: 18,422 shares; 2025Q4: 17,933 shares; 2026Q1: 18,116 shares; 2026Q2: 17,117 shares 17,117 $2.95M 0.04% -999 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: 67,596 shares; 2024Q4: 71,443 shares; 2025Q1: 61,250 shares; 2025Q2: 61,466 shares; 2025Q3: 56,812 shares; 2025Q4: 54,006 shares; 2026Q1: 56,034 shares; 2026Q2: 57,368 shares 57,368 $2.95M 0.04% +1,334 Timeline RIGS 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: 87,391 shares; 2024Q4: 88,654 shares; 2025Q1: 86,395 shares; 2025Q2: 139,846 shares; 2025Q3: 144,629 shares; 2025Q4: 147,977 shares; 2026Q1: 144,064 shares; 2026Q2: 128,485 shares 128,485 $2.93M 0.04% -15,579 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: 32,504 shares; 2024Q4: 28,224 shares; 2025Q1: 24,728 shares; 2025Q2: 24,050 shares; 2025Q3: 24,458 shares; 2025Q4: 23,570 shares; 2026Q1: 23,357 shares; 2026Q2: 18,305 shares 18,305 $2.92M 0.04% -5,052 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,181 shares; 2025Q1: 11,648 shares; 2025Q2: 14,584 shares; 2025Q3: 3,404 shares; 2025Q4: 3,689 shares; 2026Q1: 3,552 shares; 2026Q2: 8,483 shares 8,483 $2.91M 0.04% +4,931 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,154 shares; 2024Q4: 33,372 shares; 2025Q1: 34,689 shares; 2025Q2: 35,483 shares; 2025Q3: 35,979 shares; 2025Q4: 34,940 shares; 2026Q1: 34,404 shares; 2026Q2: 33,590 shares 33,590 $2.9M 0.04% -814 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: 60,979 shares; 2024Q4: 39,594 shares; 2025Q1: 40,153 shares; 2025Q2: 38,915 shares; 2025Q3: 40,619 shares; 2025Q4: 44,228 shares; 2026Q1: 48,782 shares; 2026Q2: 31,047 shares 31,047 $2.9M 0.04% -17,735 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: not reported; 2024Q4: not reported; 2025Q1: 3,890 shares; 2025Q2: 9,085 shares; 2025Q3: 9,125 shares; 2025Q4: 8,127 shares; 2026Q1: 23,673 shares; 2026Q2: 27,688 shares 27,688 $2.85M 0.04% +4,015 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,182 shares; 2024Q4: 14,182 shares; 2025Q1: 14,046 shares; 2025Q2: 14,157 shares; 2025Q3: 11,459 shares; 2025Q4: 163,321 shares; 2026Q1: 167,894 shares; 2026Q2: 171,152 shares 171,152 $2.85M 0.04% +3,258 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: 24,309 shares; 2025Q1: 29,259 shares; 2025Q2: 40,521 shares; 2025Q3: 41,958 shares; 2025Q4: 33,840 shares; 2026Q1: 59,040 shares; 2026Q2: 63,108 shares 63,108 $2.85M 0.04% +4,068 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: 11,603 shares; 2025Q3: 15,731 shares; 2025Q4: 10,602 shares; 2026Q1: 38,287 shares; 2026Q2: 28,527 shares 28,527 $2.84M 0.04% -9,760 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,794 shares; 2024Q4: 16,620 shares; 2025Q1: 17,771 shares; 2025Q2: 85,955 shares; 2025Q3: 87,325 shares; 2025Q4: 98,293 shares; 2026Q1: 142,360 shares; 2026Q2: 152,696 shares 152,696 $2.83M 0.04% +10,336 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,581 shares; 2025Q4: 8,230 shares; 2026Q1: 10,231 shares; 2026Q2: 17,106 shares 17,106 $2.83M 0.04% +6,875 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,430 shares; 2025Q2: 32,214 shares; 2025Q3: 47,166 shares; 2025Q4: 57,208 shares; 2026Q1: 73,775 shares; 2026Q2: 100,507 shares 100,507 $2.81M 0.04% +26,732 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: 79,943 shares; 2024Q4: 145,572 shares; 2025Q1: 153,656 shares; 2025Q2: 155,143 shares; 2025Q3: 162,482 shares; 2025Q4: 9,175 shares; 2026Q1: 68,475 shares; 2026Q2: 60,770 shares 60,770 $2.8M 0.04% -7,705 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 15,753 shares; 2025Q1: 15,309 shares; 2025Q2: 15,386 shares; 2025Q3: 15,103 shares; 2025Q4: 14,602 shares; 2026Q1: 17,087 shares; 2026Q2: 25,616 shares 25,616 $2.8M 0.04% +8,529 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,588 shares; 2024Q4: 21,357 shares; 2025Q1: 21,530 shares; 2025Q2: 30,329 shares; 2025Q3: 41,750 shares; 2025Q4: 45,472 shares; 2026Q1: 88,346 shares; 2026Q2: 106,341 shares 106,341 $2.78M 0.04% +17,995 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: 109,731 shares; 2024Q4: 99,314 shares; 2025Q1: 86,011 shares; 2025Q2: 179,393 shares; 2025Q3: 107,972 shares; 2025Q4: 113,628 shares; 2026Q1: 112,033 shares; 2026Q2: 115,101 shares 115,101 $2.77M 0.04% +3,068 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,782 shares; 2024Q4: 13,505 shares; 2025Q1: 13,265 shares; 2025Q2: 20,337 shares; 2025Q3: 36,305 shares; 2025Q4: 51,238 shares; 2026Q1: 30,125 shares; 2026Q2: 29,125 shares 29,125 $2.77M 0.04% -1,000 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,947 shares; 2025Q3: 16,322 shares; 2025Q4: 16,040 shares; 2026Q1: 29,734 shares; 2026Q2: 33,573 shares 33,573 $2.75M 0.04% +3,839 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: 82,432 shares; 2024Q4: 185,100 shares; 2025Q1: 60,238 shares; 2025Q2: 59,705 shares; 2025Q3: 60,141 shares; 2025Q4: 61,207 shares; 2026Q1: 60,673 shares; 2026Q2: 62,345 shares 62,345 $2.75M 0.04% +1,672 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: 11,634 shares; 2024Q4: 24,022 shares; 2025Q1: 13,072 shares; 2025Q2: 11,862 shares; 2025Q3: 10,430 shares; 2025Q4: 11,129 shares; 2026Q1: 10,761 shares; 2026Q2: 15,618 shares 15,618 $2.74M 0.04% +4,857 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: 6,798 shares; 2024Q4: 9,976 shares; 2025Q1: 10,392 shares; 2025Q2: 9,973 shares; 2025Q3: 7,951 shares; 2025Q4: 7,517 shares; 2026Q1: 7,334 shares; 2026Q2: 7,402 shares 7,402 $2.71M 0.04% +68 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: 6,991 shares; 2024Q4: 8,280 shares; 2025Q1: 9,111 shares; 2025Q2: 16,833 shares; 2025Q3: 25,522 shares; 2025Q4: 16,070 shares; 2026Q1: 17,706 shares; 2026Q2: 17,835 shares 17,835 $2.7M 0.04% +129 Timeline VCLT 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: 74,896 shares; 2024Q4: 76,297 shares; 2025Q1: 75,553 shares; 2025Q2: 37,662 shares; 2025Q3: 38,293 shares; 2025Q4: 38,818 shares; 2026Q1: 38,611 shares; 2026Q2: 35,868 shares 35,868 $2.7M 0.04% -2,743 Timeline SCYB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,447 shares; 2026Q2: 103,105 shares 103,105 $2.7M 0.04% -342 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,891 shares; 2024Q4: 29,625 shares; 2025Q1: 31,301 shares; 2025Q2: 36,322 shares; 2025Q3: 43,769 shares; 2025Q4: 37,854 shares; 2026Q1: 36,644 shares; 2026Q2: 34,958 shares 34,958 $2.69M 0.04% -1,686 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,231 shares; 2024Q4: 9,547 shares; 2025Q1: 9,633 shares; 2025Q2: 12,679 shares; 2025Q3: 12,951 shares; 2025Q4: 13,144 shares; 2026Q1: 13,416 shares; 2026Q2: 12,290 shares 12,290 $2.69M 0.04% -1,126 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,117 shares 68,117 $2.68M 0.04% new 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: 126,425 shares; 2024Q4: 123,943 shares; 2025Q1: 85,313 shares; 2025Q2: 68,982 shares; 2025Q3: 52,084 shares; 2025Q4: 48,893 shares; 2026Q1: 47,834 shares; 2026Q2: 52,319 shares 52,319 $2.65M 0.04% +4,485 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,487 shares; 2025Q3: 135,070 shares; 2025Q4: 125,414 shares; 2026Q1: 122,653 shares; 2026Q2: 126,532 shares 126,532 $2.65M 0.04% +3,879 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: 6,916 shares; 2025Q1: 13,143 shares; 2025Q2: 26,644 shares; 2025Q3: 17,146 shares; 2025Q4: 16,467 shares; 2026Q1: 16,303 shares; 2026Q2: 15,570 shares 15,570 $2.64M 0.04% -733 Timeline FIIG 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: 68,469 shares; 2024Q4: 68,940 shares; 2025Q1: 104,639 shares; 2025Q2: 107,676 shares; 2025Q3: 115,640 shares; 2025Q4: 123,431 shares; 2026Q1: 132,762 shares; 2026Q2: 127,695 shares 127,695 $2.64M 0.04% -5,067 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,932 shares; 2024Q4: 16,114 shares; 2025Q1: 15,691 shares; 2025Q2: 18,766 shares; 2025Q3: 37,862 shares; 2025Q4: 39,561 shares; 2026Q1: 38,071 shares; 2026Q2: 53,055 shares 53,055 $2.63M 0.04% +14,984 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: 13,414 shares; 2024Q4: 13,741 shares; 2025Q1: 13,663 shares; 2025Q2: 21,193 shares; 2025Q3: 12,255 shares; 2025Q4: 11,280 shares; 2026Q1: 10,828 shares; 2026Q2: 10,755 shares 10,755 $2.62M 0.04% -73 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: 46,757 shares; 2025Q2: 51,435 shares; 2025Q3: 48,542 shares; 2025Q4: 49,057 shares; 2026Q1: 44,577 shares; 2026Q2: 49,663 shares 49,663 $2.6M 0.04% +5,086 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,552 shares; 2024Q4: 27,245 shares; 2025Q1: 21,284 shares; 2025Q2: 66,347 shares; 2025Q3: 75,099 shares; 2025Q4: 71,290 shares; 2026Q1: 81,913 shares; 2026Q2: 88,163 shares 88,163 $2.59M 0.04% +6,250 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,311 shares; 2024Q4: 19,980 shares; 2025Q1: 20,160 shares; 2025Q2: 34,477 shares; 2025Q3: 35,513 shares; 2025Q4: 35,173 shares; 2026Q1: 49,185 shares; 2026Q2: 34,728 shares 34,728 $2.58M 0.04% -14,457 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,203 shares; 2025Q2: 56,457 shares; 2025Q3: 57,417 shares; 2025Q4: 55,250 shares; 2026Q1: 54,780 shares; 2026Q2: 50,083 shares 50,083 $2.57M 0.04% -4,697 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: 64,203 shares; 2024Q4: 67,055 shares; 2025Q1: 64,734 shares; 2025Q2: 44,259 shares; 2025Q3: 37,364 shares; 2025Q4: 34,242 shares; 2026Q1: 38,565 shares; 2026Q2: 32,791 shares 32,791 $2.57M 0.04% -5,774 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: 740 shares; 2024Q4: 3,698 shares; 2025Q1: 3,813 shares; 2025Q2: 14,133 shares; 2025Q3: 8,766 shares; 2025Q4: 4,552 shares; 2026Q1: 4,667 shares; 2026Q2: 4,113 shares 4,113 $2.56M 0.04% -554 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,873 shares; 2024Q4: 48,319 shares; 2025Q1: 49,465 shares; 2025Q2: 49,734 shares; 2025Q3: 48,035 shares; 2025Q4: 48,229 shares; 2026Q1: 49,161 shares; 2026Q2: 49,197 shares 49,197 $2.55M 0.04% +36 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,448 shares; 2025Q3: 17,337 shares; 2025Q4: 18,665 shares; 2026Q1: 20,451 shares; 2026Q2: 25,249 shares 25,249 $2.53M 0.04% +4,798 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,478 shares; 2025Q1: 33,735 shares; 2025Q2: 57,134 shares; 2025Q3: 55,551 shares; 2025Q4: 58,219 shares; 2026Q1: 73,671 shares; 2026Q2: 86,248 shares 86,248 $2.53M 0.04% +12,577 Timeline SMOT 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: 10,690 shares; 2024Q4: 39,760 shares; 2025Q1: 52,865 shares; 2025Q2: 65,322 shares; 2025Q3: 63,698 shares; 2025Q4: 64,030 shares; 2026Q1: 65,115 shares; 2026Q2: 64,902 shares 64,902 $2.52M 0.04% -213 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: 28,250 shares; 2024Q4: 28,296 shares; 2025Q1: 34,119 shares; 2025Q2: 44,925 shares; 2025Q3: 19,602 shares; 2025Q4: 23,803 shares; 2026Q1: 18,995 shares; 2026Q2: 19,225 shares 19,225 $2.51M 0.04% +230 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,528 shares; 2024Q4: 14,313 shares; 2025Q1: 14,939 shares; 2025Q2: 18,845 shares; 2025Q3: 18,829 shares; 2025Q4: 18,703 shares; 2026Q1: 18,675 shares; 2026Q2: 18,884 shares 18,884 $2.51M 0.04% +209 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,393 shares; 2024Q4: 10,688 shares; 2025Q1: 10,736 shares; 2025Q2: 10,874 shares; 2025Q3: 26,764 shares; 2025Q4: 31,249 shares; 2026Q1: 31,805 shares; 2026Q2: 32,762 shares 32,762 $2.5M 0.04% +957 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,657 shares; 2024Q4: 68,884 shares; 2025Q1: 42,972 shares; 2025Q2: 44,377 shares; 2025Q3: 51,904 shares; 2025Q4: 56,237 shares; 2026Q1: 51,349 shares; 2026Q2: 23,100 shares 23,100 $2.49M 0.04% -28,249 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: 4,981 shares; 2024Q4: 12,025 shares; 2025Q1: 12,114 shares; 2025Q2: 11,935 shares; 2025Q3: 12,986 shares; 2025Q4: 14,335 shares; 2026Q1: 10,918 shares; 2026Q2: 15,627 shares 15,627 $2.48M 0.04% +4,709 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347 shares; 2024Q4: 1,466 shares; 2025Q1: 2,376 shares; 2025Q2: 4,361 shares; 2025Q3: 2,395 shares; 2025Q4: 2,757 shares; 2026Q1: 2,760 shares; 2026Q2: 2,525 shares 2,525 $2.47M 0.04% -235 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,860 shares; 2024Q4: 137,807 shares; 2025Q1: 165,018 shares; 2025Q2: 175,968 shares; 2025Q3: 179,189 shares; 2025Q4: 184,283 shares; 2026Q1: 199,521 shares; 2026Q2: 205,916 shares 205,916 $2.46M 0.04% +6,395 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,174 shares; 2026Q2: 31,949 shares 31,949 $2.46M 0.04% +7,775 Timeline RWL 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: 14,438 shares; 2024Q4: 15,620 shares; 2025Q1: 15,525 shares; 2025Q2: 15,004 shares; 2025Q3: 15,043 shares; 2025Q4: 16,612 shares; 2026Q1: 18,328 shares; 2026Q2: 19,191 shares 19,191 $2.45M 0.04% +863 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,332 shares; 2024Q4: 69,167 shares; 2025Q1: 73,668 shares; 2025Q2: 79,775 shares; 2025Q3: 83,198 shares; 2025Q4: 82,268 shares; 2026Q1: 496,046 shares; 2026Q2: 91,070 shares 91,070 $2.45M 0.04% -404,976 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E 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: 69,868 shares; 2026Q2: 74,634 shares 74,634 $2.45M 0.04% +4,766 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,168 shares; 2024Q4: 23,862 shares; 2025Q1: 24,183 shares; 2025Q2: 24,437 shares; 2025Q3: 25,457 shares; 2025Q4: 25,186 shares; 2026Q1: 26,841 shares; 2026Q2: 21,952 shares 21,952 $2.42M 0.04% -4,889 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,973 shares; 2025Q4: 31,923 shares; 2026Q1: 35,272 shares; 2026Q2: 36,653 shares 36,653 $2.4M 0.03% +1,381 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: 66,376 shares; 2025Q3: 67,019 shares; 2025Q4: 67,500 shares; 2026Q1: 64,929 shares; 2026Q2: 65,331 shares 65,331 $2.4M 0.03% +402 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,508 shares; 2024Q4: 40,750 shares; 2025Q1: 41,966 shares; 2025Q2: 42,286 shares; 2025Q3: 43,982 shares; 2025Q4: 38,796 shares; 2026Q1: 39,612 shares; 2026Q2: 45,030 shares 45,030 $2.4M 0.03% +5,418 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 3,455 shares; 2025Q1: 3,629 shares; 2025Q2: 3,614 shares; 2025Q3: 3,526 shares; 2025Q4: 3,804 shares; 2026Q1: 4,623 shares; 2026Q2: 6,577 shares 6,577 $2.39M 0.03% +1,954 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: 10,715 shares; 2025Q3: 16,054 shares; 2025Q4: 13,167 shares; 2026Q1: 19,707 shares; 2026Q2: 23,460 shares 23,460 $2.38M 0.03% +3,753 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,340 shares; 2024Q4: 24,042 shares; 2025Q1: 138,201 shares; 2025Q2: 122,684 shares; 2025Q3: 98,604 shares; 2025Q4: 70,414 shares; 2026Q1: 62,554 shares; 2026Q2: 61,052 shares 61,052 $2.38M 0.03% -1,502 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,201 shares; 2024Q4: 37,850 shares; 2025Q1: 38,316 shares; 2025Q2: 38,217 shares; 2025Q3: 42,153 shares; 2025Q4: 41,086 shares; 2026Q1: 42,103 shares; 2026Q2: 55,466 shares 55,466 $2.37M 0.03% +13,363 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,450 shares; 2024Q4: 9,971 shares; 2025Q1: 9,722 shares; 2025Q2: 10,299 shares; 2025Q3: 11,866 shares; 2025Q4: 12,416 shares; 2026Q1: 11,929 shares; 2026Q2: 10,400 shares 10,400 $2.36M 0.03% -1,529 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: 13,961 shares; 2024Q4: 17,505 shares; 2025Q1: 18,596 shares; 2025Q2: 36,850 shares; 2025Q3: 19,615 shares; 2025Q4: 20,861 shares; 2026Q1: 29,286 shares; 2026Q2: 27,550 shares 27,550 $2.36M 0.03% -1,736 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: 12,823 shares; 2024Q4: 8,032 shares; 2025Q1: 7,853 shares; 2025Q2: 7,254 shares; 2025Q3: 7,221 shares; 2025Q4: 7,265 shares; 2026Q1: 7,542 shares; 2026Q2: 7,455 shares 7,455 $2.35M 0.03% -87 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,138 shares; 2024Q4: 25,737 shares; 2025Q1: 24,921 shares; 2025Q2: 22,809 shares; 2025Q3: 22,674 shares; 2025Q4: 45,211 shares; 2026Q1: 45,111 shares; 2026Q2: 44,711 shares 44,711 $2.34M 0.03% -400 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: 10,595 shares; 2024Q4: 11,562 shares; 2025Q1: 11,745 shares; 2025Q2: 13,090 shares; 2025Q3: 11,694 shares; 2025Q4: 10,739 shares; 2026Q1: 12,316 shares; 2026Q2: 11,827 shares 11,827 $2.34M 0.03% -489 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,350 shares; 2024Q4: 47,596 shares; 2025Q1: 42,542 shares; 2025Q2: 33,493 shares; 2025Q3: 32,852 shares; 2025Q4: 24,886 shares; 2026Q1: 26,184 shares; 2026Q2: 28,472 shares 28,472 $2.34M 0.03% +2,288 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: 25,273 shares; 2024Q4: 26,986 shares; 2025Q1: 23,737 shares; 2025Q2: 11,605 shares; 2025Q3: 7,763 shares; 2025Q4: 6,473 shares; 2026Q1: 9,404 shares; 2026Q2: 11,385 shares 11,385 $2.33M 0.03% +1,981 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,733 shares; 2025Q3: 22,017 shares; 2025Q4: 24,850 shares; 2026Q1: 30,349 shares; 2026Q2: 32,977 shares 32,977 $2.33M 0.03% +2,628 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: 32,513 shares; 2024Q4: 36,992 shares; 2025Q1: 37,550 shares; 2025Q2: 36,133 shares; 2025Q3: 35,673 shares; 2025Q4: 33,879 shares; 2026Q1: 34,474 shares; 2026Q2: 42,550 shares 42,550 $2.31M 0.03% +8,076 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,629 shares; 2024Q4: 31,524 shares; 2025Q1: 57,518 shares; 2025Q2: 57,766 shares; 2025Q3: 61,728 shares; 2025Q4: 63,892 shares; 2026Q1: 57,956 shares; 2026Q2: 56,715 shares 56,715 $2.31M 0.03% -1,241 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 6,726 shares; 2026Q1: 45,803 shares; 2026Q2: 54,621 shares 54,621 $2.3M 0.03% +8,818 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,776 shares; 2025Q3: 76,089 shares; 2025Q4: 74,720 shares; 2026Q1: 97,725 shares; 2026Q2: 68,026 shares 68,026 $2.3M 0.03% -29,699 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,317 shares; 2024Q4: 111,951 shares; 2025Q1: 104,435 shares; 2025Q2: 95,557 shares; 2025Q3: 94,836 shares; 2025Q4: 97,834 shares; 2026Q1: 96,736 shares; 2026Q2: 49,591 shares 49,591 $2.29M 0.03% -47,145 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 21,588 shares; 2025Q4: not reported; 2026Q1: 9,510 shares; 2026Q2: 16,035 shares 16,035 $2.26M 0.03% +6,525 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,294 shares; 2024Q4: 5,601 shares; 2025Q1: 5,867 shares; 2025Q2: 6,603 shares; 2025Q3: 9,261 shares; 2025Q4: 19,126 shares; 2026Q1: 14,933 shares; 2026Q2: 15,528 shares 15,528 $2.25M 0.03% +595 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,469 shares; 2025Q3: 9,999 shares; 2025Q4: 9,654 shares; 2026Q1: 11,952 shares; 2026Q2: 13,863 shares 13,863 $2.24M 0.03% +1,911 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,826 shares; 2025Q3: 39,178 shares; 2025Q4: 53,585 shares; 2026Q1: 72,535 shares; 2026Q2: 81,078 shares 81,078 $2.24M 0.03% +8,543 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 4,456 shares; 2025Q1: 5,319 shares; 2025Q2: 5,917 shares; 2025Q3: 6,041 shares; 2025Q4: 6,033 shares; 2026Q1: 6,498 shares; 2026Q2: 27,067 shares 27,067 $2.24M 0.03% +20,569 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: 36,542 shares; 2024Q4: 38,943 shares; 2025Q1: 34,543 shares; 2025Q2: 36,633 shares; 2025Q3: 39,044 shares; 2025Q4: 40,288 shares; 2026Q1: 41,654 shares; 2026Q2: 39,050 shares 39,050 $2.23M 0.03% -2,604 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 18,009 shares; 2026Q2: 72,628 shares 72,628 $2.22M 0.03% +54,619 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,531 shares; 2024Q4: 47,436 shares; 2025Q1: 49,124 shares; 2025Q2: 276,608 shares; 2025Q3: 200,457 shares; 2025Q4: 161,536 shares; 2026Q1: 151,124 shares; 2026Q2: 29,446 shares 29,446 $2.22M 0.03% -121,678 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: 7,869 shares; 2024Q4: 8,123 shares; 2025Q1: 9,799 shares; 2025Q2: 7,930 shares; 2025Q3: 6,209 shares; 2025Q4: 5,987 shares; 2026Q1: 7,050 shares; 2026Q2: 7,932 shares 7,932 $2.21M 0.03% +882 Timeline E ENI SPA More: the full row for ENI SPA 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: 4,661 shares; 2026Q2: 46,961 shares 46,961 $2.2M 0.03% +42,300 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,143 shares; 2024Q4: 133,332 shares; 2025Q1: 135,846 shares; 2025Q2: 239,530 shares; 2025Q3: 262,828 shares; 2025Q4: 262,846 shares; 2026Q1: 288,146 shares; 2026Q2: 291,068 shares 291,068 $2.2M 0.03% +2,922 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,953 shares; 2026Q1: 3,990 shares; 2026Q2: 5,877 shares 5,877 $2.19M 0.03% +1,887 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: 87,449 shares; 2024Q4: 86,937 shares; 2025Q1: 89,191 shares; 2025Q2: 90,884 shares; 2025Q3: 90,890 shares; 2025Q4: 92,124 shares; 2026Q1: 93,858 shares; 2026Q2: 91,107 shares 91,107 $2.18M 0.03% -2,751 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: 150,430 shares; 2024Q4: 77,132 shares; 2025Q1: 86,164 shares; 2025Q2: 87,194 shares; 2025Q3: 84,673 shares; 2025Q4: 81,496 shares; 2026Q1: 67,971 shares; 2026Q2: 68,195 shares 68,195 $2.18M 0.03% +224 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: 45,305 shares; 2024Q4: 32,705 shares; 2025Q1: 33,705 shares; 2025Q2: 33,033 shares; 2025Q3: 32,911 shares; 2025Q4: 34,387 shares; 2026Q1: 37,098 shares; 2026Q2: 36,690 shares 36,690 $2.16M 0.03% -408 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,540 shares; 2024Q4: 29,410 shares; 2025Q1: 30,062 shares; 2025Q2: 29,371 shares; 2025Q3: 28,796 shares; 2025Q4: 28,324 shares; 2026Q1: 14,427 shares; 2026Q2: 14,743 shares 14,743 $2.16M 0.03% +316 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,058 shares; 2026Q1: 33,072 shares; 2026Q2: 42,891 shares 42,891 $2.14M 0.03% +9,819 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: 1,023 shares; 2024Q4: 993 shares; 2025Q1: 1,505 shares; 2025Q2: 2,615 shares; 2025Q3: 3,103 shares; 2025Q4: 3,423 shares; 2026Q1: 4,331 shares; 2026Q2: 7,319 shares 7,319 $2.13M 0.03% +2,988 Timeline