IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,833 shares; 2024Q4: 130,577 shares; 2025Q1: 132,601 shares; 2025Q2: 138,494 shares; 2025Q3: 370,961 shares; 2025Q4: 431,739 shares; 2026Q1: 442,174 shares; 2026Q2: 432,475 shares 432,475 $324M 12.26% -9,699 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: 16,123 shares; 2024Q4: 15,235 shares; 2025Q1: 21,090 shares; 2025Q2: 20,856 shares; 2025Q3: 809,693 shares; 2025Q4: 995,723 shares; 2026Q1: 1,113,071 shares; 2026Q2: 1,151,840 shares 1,151,840 $120M 4.53% +38,769 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: 11,719 shares; 2024Q4: 11,777 shares; 2025Q1: 11,748 shares; 2025Q2: 10,385 shares; 2025Q3: 102,486 shares; 2025Q4: 125,306 shares; 2026Q1: 126,020 shares; 2026Q2: 126,343 shares 126,343 $93M 3.52% +323 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,733 shares; 2024Q4: 267,220 shares; 2025Q1: 262,866 shares; 2025Q2: 259,076 shares; 2025Q3: 268,650 shares; 2025Q4: 269,257 shares; 2026Q1: 272,015 shares; 2026Q2: 285,583 shares 285,583 $82.6M 3.13% +13,568 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: 652,445 shares; 2024Q4: 710,119 shares; 2025Q1: 763,976 shares; 2025Q2: 815,079 shares; 2025Q3: 1,134,332 shares; 2025Q4: 1,279,949 shares; 2026Q1: 1,370,824 shares; 2026Q2: 1,401,148 shares 1,401,148 $79.1M 3% +30,324 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: 98,718 shares; 2024Q4: 100,822 shares; 2025Q1: 103,273 shares; 2025Q2: 109,908 shares; 2025Q3: 123,956 shares; 2025Q4: 124,274 shares; 2026Q1: 220,323 shares; 2026Q2: 237,933 shares 237,933 $72.1M 2.73% +17,610 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: 32,521 shares; 2024Q4: 40,274 shares; 2025Q1: 48,836 shares; 2025Q2: 49,490 shares; 2025Q3: 167,301 shares; 2025Q4: 200,596 shares; 2026Q1: 292,068 shares; 2026Q2: 246,540 shares 246,540 $71.6M 2.71% -45,528 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297,440 shares; 2025Q4: 369,475 shares; 2026Q1: 373,096 shares; 2026Q2: 386,443 shares 386,443 $63.2M 2.39% +13,347 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: 114,211 shares; 2024Q4: 135,327 shares; 2025Q1: 136,320 shares; 2025Q2: 134,190 shares; 2025Q3: 129,059 shares; 2025Q4: 253,712 shares; 2026Q1: 261,395 shares; 2026Q2: 253,075 shares 253,075 $48.2M 1.83% -8,320 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: 181,841 shares; 2024Q4: 185,960 shares; 2025Q1: 202,486 shares; 2025Q2: 210,987 shares; 2025Q3: 481,101 shares; 2025Q4: 568,364 shares; 2026Q1: 579,503 shares; 2026Q2: 626,287 shares 626,287 $47.9M 1.81% +46,784 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: 38,096 shares; 2024Q4: 40,332 shares; 2025Q1: 45,361 shares; 2025Q2: 44,440 shares; 2025Q3: 51,376 shares; 2025Q4: 53,253 shares; 2026Q1: 54,654 shares; 2026Q2: 55,631 shares 55,631 $41.5M 1.57% +977 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,573 shares; 2025Q4: 8,845 shares; 2026Q1: 9,830 shares; 2026Q2: 584,555 shares 584,555 $39.8M 1.5% +574,725 Timeline ICSH 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: 645,367 shares; 2025Q4: 795,433 shares; 2026Q1: 893,574 shares; 2026Q2: 762,087 shares 762,087 $38.5M 1.46% -131,487 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: 109,998 shares; 2024Q4: 127,727 shares; 2025Q1: 130,124 shares; 2025Q2: 134,964 shares; 2025Q3: 153,396 shares; 2025Q4: 161,384 shares; 2026Q1: 164,073 shares; 2026Q2: 186,832 shares 186,832 $37.4M 1.42% +22,759 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: 142,877 shares; 2024Q4: 178,980 shares; 2025Q1: 277,682 shares; 2025Q2: 344,345 shares; 2025Q3: 709,901 shares; 2025Q4: 860,109 shares; 2026Q1: 912,623 shares; 2026Q2: 995,937 shares 995,937 $36.4M 1.38% +83,314 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,698 shares; 2026Q2: 677,611 shares 677,611 $35.7M 1.35% +669,913 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: 476,893 shares; 2024Q4: 445,622 shares; 2025Q1: 397,767 shares; 2025Q2: 378,434 shares; 2025Q3: 389,333 shares; 2025Q4: 380,971 shares; 2026Q1: 374,806 shares; 2026Q2: 354,851 shares 354,851 $35.1M 1.33% -19,955 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: 782 shares; 2024Q4: 1,414 shares; 2025Q1: 1,388 shares; 2025Q2: 825 shares; 2025Q3: 89,286 shares; 2025Q4: 111,957 shares; 2026Q1: 114,341 shares; 2026Q2: 375,687 shares 375,687 $30.3M 1.15% +261,346 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: 62,418 shares; 2024Q4: 63,495 shares; 2025Q1: 61,205 shares; 2025Q2: 61,761 shares; 2025Q3: 67,451 shares; 2025Q4: 73,251 shares; 2026Q1: 73,689 shares; 2026Q2: 82,855 shares 82,855 $29.6M 1.12% +9,166 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: 65,140 shares; 2024Q4: 67,825 shares; 2025Q1: 68,152 shares; 2025Q2: 67,917 shares; 2025Q3: 72,574 shares; 2025Q4: 74,309 shares; 2026Q1: 70,977 shares; 2026Q2: 76,719 shares 76,719 $28.6M 1.08% +5,742 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: 81,951 shares; 2024Q4: 83,560 shares; 2025Q1: 84,377 shares; 2025Q2: 85,136 shares; 2025Q3: 90,674 shares; 2025Q4: 98,184 shares; 2026Q1: 98,328 shares; 2026Q2: 106,184 shares 106,184 $25.3M 0.96% +7,856 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: 72,326 shares; 2024Q4: 73,361 shares; 2025Q1: 79,043 shares; 2025Q2: 88,417 shares; 2025Q3: 91,211 shares; 2025Q4: 96,044 shares; 2026Q1: 137,441 shares; 2026Q2: 272,779 shares 272,779 $22.6M 0.86% +135,338 Timeline MMAX 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: 783,235 shares 783,235 $21.2M 0.8% new 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: 169,784 shares; 2024Q4: 168,521 shares; 2025Q1: 164,617 shares; 2025Q2: 158,908 shares; 2025Q3: 153,006 shares; 2025Q4: 153,501 shares; 2026Q1: 153,137 shares; 2026Q2: 152,323 shares 152,323 $20.9M 0.79% -814 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: 44,400 shares; 2024Q4: 43,488 shares; 2025Q1: 48,358 shares; 2025Q2: 48,896 shares; 2025Q3: 48,875 shares; 2025Q4: 50,287 shares; 2026Q1: 51,343 shares; 2026Q2: 53,883 shares 53,883 $20.4M 0.77% +2,540 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,642 shares; 2024Q4: 93,004 shares; 2025Q1: 92,815 shares; 2025Q2: 99,197 shares; 2025Q3: 100,650 shares; 2025Q4: 111,161 shares; 2026Q1: 113,106 shares; 2026Q2: 123,463 shares 123,463 $20.3M 0.77% +10,357 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: 35,327 shares; 2024Q4: 37,993 shares; 2025Q1: 38,676 shares; 2025Q2: 38,019 shares; 2025Q3: 38,885 shares; 2025Q4: 38,838 shares; 2026Q1: 38,939 shares; 2026Q2: 39,980 shares 39,980 $20M 0.76% +1,041 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: 343,683 shares; 2024Q4: 1,080,263 shares; 2025Q1: 1,187,512 shares; 2025Q2: 1,173,654 shares; 2025Q3: 825,621 shares; 2025Q4: 710,873 shares; 2026Q1: 650,312 shares; 2026Q2: 617,652 shares 617,652 $19.6M 0.74% -32,660 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: 10,184 shares; 2024Q4: 2,912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,514 shares; 2025Q4: 263,654 shares; 2026Q1: 265,068 shares; 2026Q2: 78,907 shares 78,907 $17.3M 0.66% -186,161 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,471 shares; 2024Q4: 265,602 shares; 2025Q1: 279,903 shares; 2025Q2: 296,539 shares; 2025Q3: 306,787 shares; 2025Q4: 312,319 shares; 2026Q1: 306,562 shares; 2026Q2: 299,448 shares 299,448 $15.9M 0.6% -7,114 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: 36,879 shares; 2024Q4: 39,034 shares; 2025Q1: 40,591 shares; 2025Q2: 40,113 shares; 2025Q3: 44,426 shares; 2025Q4: 46,507 shares; 2026Q1: 46,173 shares; 2026Q2: 44,759 shares 44,759 $15.8M 0.6% -1,414 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: 45,063 shares; 2024Q4: 45,689 shares; 2025Q1: 46,175 shares; 2025Q2: 46,809 shares; 2025Q3: 48,461 shares; 2025Q4: 46,730 shares; 2026Q1: 45,590 shares; 2026Q2: 47,362 shares 47,362 $15.5M 0.59% +1,772 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: 118,696 shares; 2024Q4: 114,715 shares; 2025Q1: 109,997 shares; 2025Q2: 105,821 shares; 2025Q3: 101,849 shares; 2025Q4: 98,201 shares; 2026Q1: 97,411 shares; 2026Q2: 96,333 shares 96,333 $14.7M 0.55% -1,078 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: 49,117 shares; 2024Q4: 49,230 shares; 2025Q1: 52,206 shares; 2025Q2: 53,884 shares; 2025Q3: 55,640 shares; 2025Q4: 76,396 shares; 2026Q1: 80,728 shares; 2026Q2: 93,825 shares 93,825 $13.7M 0.52% +13,097 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: 8,345 shares; 2024Q4: 9,653 shares; 2025Q1: 9,556 shares; 2025Q2: 9,280 shares; 2025Q3: 9,881 shares; 2025Q4: 10,020 shares; 2026Q1: 10,508 shares; 2026Q2: 11,223 shares 11,223 $13.5M 0.51% +715 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: 12,918 shares; 2024Q4: 13,687 shares; 2025Q1: 13,605 shares; 2025Q2: 13,978 shares; 2025Q3: 16,399 shares; 2025Q4: 18,799 shares; 2026Q1: 23,152 shares; 2026Q2: 108,037 shares 108,037 $13.4M 0.51% +84,885 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,293 shares; 2024Q4: 111,545 shares; 2025Q1: 100,066 shares; 2025Q2: 99,553 shares; 2025Q3: 85,425 shares; 2025Q4: 87,933 shares; 2026Q1: 95,037 shares; 2026Q2: 105,307 shares 105,307 $13.1M 0.5% +10,270 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,042 shares; 2024Q4: 133,016 shares; 2025Q1: 137,046 shares; 2025Q2: 136,226 shares; 2025Q3: 129,875 shares; 2025Q4: 126,030 shares; 2026Q1: 121,596 shares; 2026Q2: 115,426 shares 115,426 $12.4M 0.47% -6,170 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: 86,600 shares; 2024Q4: 100,469 shares; 2025Q1: 94,696 shares; 2025Q2: 93,609 shares; 2025Q3: 83,599 shares; 2025Q4: 80,740 shares; 2026Q1: 78,096 shares; 2026Q2: 75,277 shares 75,277 $11.9M 0.45% -2,819 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: 11,508 shares; 2024Q4: 11,820 shares; 2025Q1: 11,390 shares; 2025Q2: 11,321 shares; 2025Q3: 11,318 shares; 2025Q4: 10,757 shares; 2026Q1: 12,490 shares; 2026Q2: 12,482 shares 12,482 $11.7M 0.44% -8 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: 32,350 shares; 2024Q4: 31,803 shares; 2025Q1: 54,227 shares; 2025Q2: 69,750 shares; 2025Q3: 97,015 shares; 2025Q4: 105,277 shares; 2026Q1: 114,778 shares; 2026Q2: 120,406 shares 120,406 $11.6M 0.44% +5,628 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,223 shares; 2024Q4: 69,218 shares; 2025Q1: 70,372 shares; 2025Q2: 64,486 shares; 2025Q3: 54,402 shares; 2025Q4: 105,830 shares; 2026Q1: 98,990 shares; 2026Q2: 96,433 shares 96,433 $11.3M 0.43% -2,557 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: 200,545 shares; 2024Q4: 237,258 shares; 2025Q1: 249,070 shares; 2025Q2: 250,009 shares; 2025Q3: 245,108 shares; 2025Q4: 240,955 shares; 2026Q1: 227,474 shares; 2026Q2: 207,081 shares 207,081 $11.1M 0.42% -20,393 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341,234 shares 341,234 $10.8M 0.41% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,892 shares; 2024Q4: 46,113 shares; 2025Q1: 59,024 shares; 2025Q2: 89,984 shares; 2025Q3: 110,506 shares; 2025Q4: 157,336 shares; 2026Q1: 180,745 shares; 2026Q2: 204,816 shares 204,816 $10.8M 0.41% +24,071 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: 218,191 shares; 2024Q4: 255,867 shares; 2025Q1: 249,246 shares; 2025Q2: 241,789 shares; 2025Q3: 238,691 shares; 2025Q4: 234,089 shares; 2026Q1: 229,511 shares; 2026Q2: 222,821 shares 222,821 $10.7M 0.41% -6,690 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: 96,425 shares; 2024Q4: 115,168 shares; 2025Q1: 122,971 shares; 2025Q2: 133,013 shares; 2025Q3: 139,068 shares; 2025Q4: 140,611 shares; 2026Q1: 141,364 shares; 2026Q2: 139,275 shares 139,275 $10.6M 0.4% -2,089 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: 45,281 shares; 2024Q4: 50,813 shares; 2025Q1: 52,154 shares; 2025Q2: 52,112 shares; 2025Q3: 57,003 shares; 2025Q4: 58,613 shares; 2026Q1: 60,323 shares; 2026Q2: 59,538 shares 59,538 $10.5M 0.4% -785 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: 29,583 shares; 2024Q4: 28,606 shares; 2025Q1: 27,488 shares; 2025Q2: 26,999 shares; 2025Q3: 25,454 shares; 2025Q4: 18,702 shares; 2026Q1: 19,709 shares; 2026Q2: 21,917 shares 21,917 $10.5M 0.4% +2,208 Timeline FMDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231,611 shares; 2025Q4: 283,664 shares; 2026Q1: 286,522 shares; 2026Q2: 256,762 shares 256,762 $10.4M 0.39% -29,760 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: 238,094 shares; 2024Q4: 277,931 shares; 2025Q1: 272,028 shares; 2025Q2: 286,655 shares; 2025Q3: 271,876 shares; 2025Q4: 255,895 shares; 2026Q1: 220,751 shares; 2026Q2: 205,153 shares 205,153 $10.4M 0.39% -15,598 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: 177,768 shares; 2024Q4: 166,061 shares; 2025Q1: 155,996 shares; 2025Q2: 147,396 shares; 2025Q3: 149,944 shares; 2025Q4: 147,668 shares; 2026Q1: 144,166 shares; 2026Q2: 142,371 shares 142,371 $10.1M 0.38% -1,795 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: 29,900 shares; 2024Q4: 30,930 shares; 2025Q1: 30,231 shares; 2025Q2: 29,587 shares; 2025Q3: 28,808 shares; 2025Q4: 28,223 shares; 2026Q1: 27,006 shares; 2026Q2: 28,144 shares 28,144 $9.66M 0.37% +1,138 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: 8,246 shares; 2024Q4: 9,589 shares; 2025Q1: 10,196 shares; 2025Q2: 10,863 shares; 2025Q3: 13,891 shares; 2025Q4: 14,629 shares; 2026Q1: 14,140 shares; 2026Q2: 15,830 shares 15,830 $8.92M 0.34% +1,690 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: 3,387 shares; 2024Q4: 18,058 shares; 2025Q1: 3,362 shares; 2025Q2: 5,204 shares; 2025Q3: 10,214 shares; 2025Q4: 18,836 shares; 2026Q1: 27,474 shares; 2026Q2: 36,273 shares 36,273 $8.79M 0.33% +8,799 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,183 shares; 2024Q4: 43,368 shares; 2025Q1: 52,987 shares; 2025Q2: 59,661 shares; 2025Q3: 70,879 shares; 2025Q4: 75,455 shares; 2026Q1: 82,575 shares; 2026Q2: 85,630 shares 85,630 $8.36M 0.32% +3,055 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: 114,708 shares; 2024Q4: 109,085 shares; 2025Q1: 107,014 shares; 2025Q2: 104,316 shares; 2025Q3: 97,832 shares; 2025Q4: 97,038 shares; 2026Q1: 91,948 shares; 2026Q2: 86,339 shares 86,339 $8.26M 0.31% -5,609 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: 70,435 shares; 2024Q4: 64,583 shares; 2025Q1: 72,174 shares; 2025Q2: 71,094 shares; 2025Q3: 67,914 shares; 2025Q4: 60,070 shares; 2026Q1: 60,191 shares; 2026Q2: 60,128 shares 60,128 $8.22M 0.31% -63 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,530 shares; 2025Q4: 169,885 shares; 2026Q1: 148,735 shares; 2026Q2: 148,117 shares 148,117 $8M 0.3% -618 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: 44,876 shares; 2024Q4: 45,785 shares; 2025Q1: 44,141 shares; 2025Q2: 43,586 shares; 2025Q3: 69,104 shares; 2025Q4: 68,124 shares; 2026Q1: 68,471 shares; 2026Q2: 70,636 shares 70,636 $8M 0.3% +2,165 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,065 shares; 2025Q3: 2,818 shares; 2025Q4: 3,881 shares; 2026Q1: 4,618 shares; 2026Q2: 6,900 shares 6,900 $7.96M 0.3% +2,282 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: 58,183 shares; 2024Q4: 55,810 shares; 2025Q1: 54,007 shares; 2025Q2: 51,407 shares; 2025Q3: 64,421 shares; 2025Q4: 67,150 shares; 2026Q1: 66,743 shares; 2026Q2: 66,422 shares 66,422 $7.8M 0.3% -321 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: 38,533 shares; 2024Q4: 38,697 shares; 2025Q1: 33,376 shares; 2025Q2: 33,376 shares; 2025Q3: 33,084 shares; 2025Q4: 32,995 shares; 2026Q1: 32,290 shares; 2026Q2: 32,211 shares 32,211 $7.62M 0.29% -79 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,811 shares; 2024Q4: 584,949 shares; 2025Q1: 604,050 shares; 2025Q2: 653,612 shares; 2025Q3: 697,392 shares; 2025Q4: 728,693 shares; 2026Q1: 741,744 shares; 2026Q2: 774,470 shares 774,470 $7.6M 0.29% +32,726 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: 87,019 shares; 2024Q4: 102,672 shares; 2025Q1: 112,325 shares; 2025Q2: 124,626 shares; 2025Q3: 132,619 shares; 2025Q4: 133,824 shares; 2026Q1: 145,892 shares; 2026Q2: 152,997 shares 152,997 $7.44M 0.28% +7,105 Timeline VTHR 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: 19,429 shares; 2025Q4: 24,326 shares; 2026Q1: 24,326 shares; 2026Q2: 22,052 shares 22,052 $7.31M 0.28% -2,274 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: 40,944 shares; 2026Q1: 103,117 shares; 2026Q2: 104,119 shares 104,119 $7.24M 0.27% +1,002 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: 39,214 shares; 2024Q4: 39,907 shares; 2025Q1: 45,072 shares; 2025Q2: 42,959 shares; 2025Q3: 47,457 shares; 2025Q4: 47,830 shares; 2026Q1: 48,224 shares; 2026Q2: 49,977 shares 49,977 $7.23M 0.27% +1,753 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: 26,427 shares; 2024Q4: 26,614 shares; 2025Q1: 26,407 shares; 2025Q2: 25,765 shares; 2025Q3: 26,565 shares; 2025Q4: 26,715 shares; 2026Q1: 26,286 shares; 2026Q2: 27,908 shares 27,908 $7.02M 0.27% +1,622 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: 28,403 shares; 2024Q4: 35,686 shares; 2025Q1: 39,265 shares; 2025Q2: 38,984 shares; 2025Q3: 39,149 shares; 2025Q4: 39,109 shares; 2026Q1: 37,511 shares; 2026Q2: 37,623 shares 37,623 $6.97M 0.26% +112 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: 12,453 shares; 2024Q4: 13,910 shares; 2025Q1: 14,780 shares; 2025Q2: 15,745 shares; 2025Q3: 17,295 shares; 2025Q4: 17,426 shares; 2026Q1: 17,664 shares; 2026Q2: 18,663 shares 18,663 $6.88M 0.26% +999 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: 23,313 shares; 2024Q4: 24,390 shares; 2025Q1: 24,123 shares; 2025Q2: 23,663 shares; 2025Q3: 23,738 shares; 2025Q4: 20,503 shares; 2026Q1: 18,889 shares; 2026Q2: 19,110 shares 19,110 $6.74M 0.26% +221 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: 24,734 shares; 2024Q4: 23,427 shares; 2025Q1: 20,832 shares; 2025Q2: 27,877 shares; 2025Q3: 24,374 shares; 2025Q4: 22,027 shares; 2026Q1: 21,773 shares; 2026Q2: 22,316 shares 22,316 $6.7M 0.25% +543 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: 28,263 shares; 2024Q4: 28,115 shares; 2025Q1: 28,356 shares; 2025Q2: 27,189 shares; 2025Q3: 26,308 shares; 2025Q4: 25,408 shares; 2026Q1: 23,639 shares; 2026Q2: 23,564 shares 23,564 $6.63M 0.25% -75 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,076 shares; 2024Q4: 78,378 shares; 2025Q1: 91,580 shares; 2025Q2: 94,674 shares; 2025Q3: 106,868 shares; 2025Q4: 115,823 shares; 2026Q1: 128,550 shares; 2026Q2: 144,217 shares 144,217 $6.56M 0.25% +15,667 Timeline JMST 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: 128,470 shares; 2024Q4: 146,231 shares; 2025Q1: 130,828 shares; 2025Q2: 111,763 shares; 2025Q3: 124,928 shares; 2025Q4: 136,298 shares; 2026Q1: 127,336 shares; 2026Q2: 127,414 shares 127,414 $6.5M 0.25% +78 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,318 shares; 2024Q4: 61,873 shares; 2025Q1: 66,882 shares; 2025Q2: 68,868 shares; 2025Q3: 66,622 shares; 2025Q4: 73,188 shares; 2026Q1: 78,255 shares; 2026Q2: 83,378 shares 83,378 $6.5M 0.25% +5,123 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: 4,759 shares; 2024Q4: 4,759 shares; 2025Q1: 4,704 shares; 2025Q2: 12,154 shares; 2025Q3: 49,972 shares; 2025Q4: 60,485 shares; 2026Q1: 58,747 shares; 2026Q2: 58,210 shares 58,210 $6.42M 0.24% -537 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: 172,750 shares; 2024Q4: 195,746 shares; 2025Q1: 201,584 shares; 2025Q2: 209,534 shares; 2025Q3: 124,160 shares; 2025Q4: 106,751 shares; 2026Q1: 104,487 shares; 2026Q2: 102,232 shares 102,232 $6.36M 0.24% -2,255 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: 41,317 shares; 2024Q4: 40,544 shares; 2025Q1: 39,434 shares; 2025Q2: 39,622 shares; 2025Q3: 80,524 shares; 2025Q4: 78,031 shares; 2026Q1: 75,280 shares; 2026Q2: 77,263 shares 77,263 $6.28M 0.24% +1,983 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: 8,398 shares; 2024Q4: 8,722 shares; 2025Q1: 8,154 shares; 2025Q2: 8,771 shares; 2025Q3: 10,931 shares; 2025Q4: 12,258 shares; 2026Q1: 12,316 shares; 2026Q2: 14,756 shares 14,756 $6.21M 0.23% +2,440 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,432 shares; 2024Q4: 48,579 shares; 2025Q1: 53,913 shares; 2025Q2: 63,676 shares; 2025Q3: 68,552 shares; 2025Q4: 76,368 shares; 2026Q1: 81,473 shares; 2026Q2: 87,427 shares 87,427 $6.08M 0.23% +5,954 Timeline TENM 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: 223,222 shares 223,222 $6.03M 0.23% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,731 shares; 2024Q4: 143,871 shares; 2025Q1: 138,974 shares; 2025Q2: 129,306 shares; 2025Q3: 116,980 shares; 2025Q4: 112,149 shares; 2026Q1: 103,469 shares; 2026Q2: 92,842 shares 92,842 $6.01M 0.23% -10,627 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: 1,235 shares; 2024Q4: 1,634 shares; 2025Q1: 1,625 shares; 2025Q2: 1,730 shares; 2025Q3: 6,544 shares; 2025Q4: 9,066 shares; 2026Q1: 22,028 shares; 2026Q2: 25,758 shares 25,758 $5.85M 0.22% +3,730 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: 14,179 shares; 2024Q4: 15,637 shares; 2025Q1: 12,754 shares; 2025Q2: 9,419 shares; 2025Q3: 9,427 shares; 2025Q4: 9,277 shares; 2026Q1: 9,581 shares; 2026Q2: 9,016 shares 9,016 $5.78M 0.22% -565 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,331 shares; 2024Q4: 210,280 shares; 2025Q1: 204,379 shares; 2025Q2: 194,328 shares; 2025Q3: 179,167 shares; 2025Q4: 164,684 shares; 2026Q1: 152,818 shares; 2026Q2: 140,984 shares 140,984 $5.74M 0.22% -11,834 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: 16,371 shares; 2024Q4: 15,470 shares; 2025Q1: 14,109 shares; 2025Q2: 14,797 shares; 2025Q3: 17,871 shares; 2025Q4: 19,683 shares; 2026Q1: 20,528 shares; 2026Q2: 22,450 shares 22,450 $5.7M 0.22% +1,922 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: 41,538 shares; 2024Q4: 42,071 shares; 2025Q1: 29,505 shares; 2025Q2: 24,456 shares; 2025Q3: 50,702 shares; 2025Q4: 61,751 shares; 2026Q1: 61,445 shares; 2026Q2: 52,683 shares 52,683 $5.67M 0.21% -8,762 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: 14,885 shares; 2024Q4: 14,453 shares; 2025Q1: 13,896 shares; 2025Q2: 19,971 shares; 2025Q3: 19,345 shares; 2025Q4: 17,631 shares; 2026Q1: 16,209 shares; 2026Q2: 18,577 shares 18,577 $5.54M 0.21% +2,368 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,399 shares; 2024Q4: 6,745 shares; 2025Q1: 3,993 shares; 2025Q2: 6,874 shares; 2025Q3: 6,858 shares; 2025Q4: 7,162 shares; 2026Q1: 7,892 shares; 2026Q2: 9,466 shares 9,466 $5.5M 0.21% +1,574 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: 22,434 shares; 2024Q4: 22,066 shares; 2025Q1: 20,660 shares; 2025Q2: 19,866 shares; 2025Q3: 19,526 shares; 2025Q4: 18,375 shares; 2026Q1: 18,037 shares; 2026Q2: 17,582 shares 17,582 $5.39M 0.2% -455 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: 32,057 shares; 2024Q4: 30,800 shares; 2025Q1: 30,527 shares; 2025Q2: 29,575 shares; 2025Q3: 29,579 shares; 2025Q4: 31,089 shares; 2026Q1: 30,226 shares; 2026Q2: 28,830 shares 28,830 $5.33M 0.2% -1,396 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,428 shares; 2024Q4: 65,289 shares; 2025Q1: 63,054 shares; 2025Q2: 60,411 shares; 2025Q3: 58,038 shares; 2025Q4: 60,661 shares; 2026Q1: 58,720 shares; 2026Q2: 54,851 shares 54,851 $4.77M 0.18% -3,869 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: 20,858 shares; 2024Q4: 20,320 shares; 2025Q1: 19,792 shares; 2025Q2: 19,299 shares; 2025Q3: 19,640 shares; 2025Q4: 18,950 shares; 2026Q1: 17,392 shares; 2026Q2: 17,354 shares 17,354 $4.69M 0.18% -38 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: 15,432 shares; 2024Q4: 14,613 shares; 2025Q1: 14,022 shares; 2025Q2: 13,252 shares; 2025Q3: 12,535 shares; 2025Q4: 12,152 shares; 2026Q1: 11,707 shares; 2026Q2: 11,642 shares 11,642 $4.68M 0.18% -65 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: 28,378 shares; 2024Q4: 34,765 shares; 2025Q1: 40,889 shares; 2025Q2: 43,369 shares; 2025Q3: 49,535 shares; 2025Q4: 105,517 shares; 2026Q1: 103,434 shares; 2026Q2: 102,920 shares 102,920 $4.67M 0.18% -514 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: 72,238 shares; 2024Q4: 74,606 shares; 2025Q1: 60,646 shares; 2025Q2: 63,749 shares; 2025Q3: 77,201 shares; 2025Q4: 82,386 shares; 2026Q1: 82,882 shares; 2026Q2: 81,688 shares 81,688 $4.65M 0.18% -1,194 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,303 shares; 2024Q4: 65,185 shares; 2025Q1: 71,532 shares; 2025Q2: 80,230 shares; 2025Q3: 60,080 shares; 2025Q4: 33,341 shares; 2026Q1: 33,938 shares; 2026Q2: 36,316 shares 36,316 $4.41M 0.17% +2,378 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: 17,968 shares; 2024Q4: 20,102 shares; 2025Q1: 19,338 shares; 2025Q2: 18,429 shares; 2025Q3: 18,261 shares; 2025Q4: 18,032 shares; 2026Q1: 16,590 shares; 2026Q2: 16,497 shares 16,497 $4.3M 0.16% -93 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: 20,792 shares; 2024Q4: 21,303 shares; 2025Q1: 21,338 shares; 2025Q2: 21,784 shares; 2025Q3: 22,454 shares; 2025Q4: 21,539 shares; 2026Q1: 21,500 shares; 2026Q2: 23,638 shares 23,638 $4.28M 0.16% +2,138 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: 8,592 shares; 2024Q4: 8,592 shares; 2025Q1: 8,524 shares; 2025Q2: 7,898 shares; 2025Q3: 20,104 shares; 2025Q4: 20,950 shares; 2026Q1: 19,685 shares; 2026Q2: 19,623 shares 19,623 $4.28M 0.16% -62 Timeline EWC 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: 28,459 shares; 2026Q1: 71,964 shares; 2026Q2: 72,538 shares 72,538 $4.18M 0.16% +574 Timeline EWJ 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: 19,117 shares; 2026Q1: 44,102 shares; 2026Q2: 44,435 shares 44,435 $4.14M 0.16% +333 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: 3,210 shares; 2024Q4: 3,335 shares; 2025Q1: 3,103 shares; 2025Q2: 3,223 shares; 2025Q3: 3,800 shares; 2025Q4: 4,255 shares; 2026Q1: 4,254 shares; 2026Q2: 3,858 shares 3,858 $4.11M 0.16% -396 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,843 shares; 2025Q2: 12,424 shares; 2025Q3: 20,215 shares; 2025Q4: 40,364 shares; 2026Q1: 43,711 shares; 2026Q2: 45,361 shares 45,361 $4.04M 0.15% +1,650 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: 12,313 shares; 2024Q4: 12,158 shares; 2025Q1: 15,989 shares; 2025Q2: 15,094 shares; 2025Q3: 54,121 shares; 2025Q4: 54,167 shares; 2026Q1: 54,021 shares; 2026Q2: 50,616 shares 50,616 $3.9M 0.15% -3,405 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,612 shares; 2024Q4: 4,969 shares; 2025Q1: 4,630 shares; 2025Q2: 4,606 shares; 2025Q3: 6,427 shares; 2025Q4: 10,736 shares; 2026Q1: 10,648 shares; 2026Q2: 10,435 shares 10,435 $3.86M 0.15% -213 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: 24,732 shares; 2024Q4: 25,292 shares; 2025Q1: 24,940 shares; 2025Q2: 24,062 shares; 2025Q3: 25,555 shares; 2025Q4: 25,127 shares; 2026Q1: 24,190 shares; 2026Q2: 26,158 shares 26,158 $3.84M 0.15% +1,968 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: 37,959 shares; 2024Q4: 40,715 shares; 2025Q1: 40,859 shares; 2025Q2: 36,414 shares; 2025Q3: 40,374 shares; 2025Q4: 37,041 shares; 2026Q1: 32,128 shares; 2026Q2: 30,010 shares 30,010 $3.84M 0.15% -2,118 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.14% 0 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: 1,030 shares; 2024Q4: 1,710 shares; 2025Q1: 1,833 shares; 2025Q2: 1,839 shares; 2025Q3: 3,893 shares; 2025Q4: 5,129 shares; 2026Q1: 5,573 shares; 2026Q2: 5,388 shares 5,388 $3.7M 0.14% -185 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,682 shares; 2024Q4: 117,457 shares; 2025Q1: 102,739 shares; 2025Q2: 101,463 shares; 2025Q3: 104,459 shares; 2025Q4: 94,662 shares; 2026Q1: 86,170 shares; 2026Q2: 85,484 shares 85,484 $3.62M 0.14% -686 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: 100,427 shares; 2024Q4: 160,016 shares; 2025Q1: 189,624 shares; 2025Q2: 193,676 shares; 2025Q3: 201,355 shares; 2025Q4: 207,904 shares; 2026Q1: 205,044 shares; 2026Q2: 199,335 shares 199,335 $3.56M 0.13% -5,709 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: 59,193 shares; 2024Q4: 73,276 shares; 2025Q1: 75,713 shares; 2025Q2: 76,490 shares; 2025Q3: 76,334 shares; 2025Q4: 74,556 shares; 2026Q1: 77,658 shares; 2026Q2: 80,812 shares 80,812 $3.52M 0.13% +3,154 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: 53,349 shares; 2024Q4: 48,968 shares; 2025Q1: 47,141 shares; 2025Q2: 43,921 shares; 2025Q3: 42,019 shares; 2025Q4: 41,698 shares; 2026Q1: 25,632 shares; 2026Q2: 27,182 shares 27,182 $3.49M 0.13% +1,550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,650 shares; 2025Q4: 20,628 shares; 2026Q1: 21,976 shares; 2026Q2: 21,220 shares 21,220 $3.49M 0.13% -756 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,843 shares; 2025Q3: 47,544 shares; 2025Q4: 55,139 shares; 2026Q1: 44,710 shares; 2026Q2: 34,759 shares 34,759 $3.45M 0.13% -9,951 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,670 shares; 2024Q4: 82,319 shares; 2025Q1: 76,854 shares; 2025Q2: 78,625 shares; 2025Q3: 74,559 shares; 2025Q4: 78,368 shares; 2026Q1: 79,658 shares; 2026Q2: 80,626 shares 80,626 $3.42M 0.13% +968 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: 28,564 shares; 2024Q4: 26,797 shares; 2025Q1: 25,297 shares; 2025Q2: 29,404 shares; 2025Q3: 28,845 shares; 2025Q4: 29,166 shares; 2026Q1: 27,641 shares; 2026Q2: 26,812 shares 26,812 $3.39M 0.13% -829 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: 617 shares; 2024Q4: 807 shares; 2025Q1: 946 shares; 2025Q2: 999 shares; 2025Q3: 1,063 shares; 2025Q4: 954 shares; 2026Q1: 976 shares; 2026Q2: 11,053 shares 11,053 $3.33M 0.13% +10,077 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,007 shares; 2025Q3: 46,886 shares; 2025Q4: 55,369 shares; 2026Q1: 56,711 shares; 2026Q2: 45,312 shares 45,312 $3.33M 0.13% -11,399 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: 8,318 shares; 2024Q4: 8,378 shares; 2025Q1: 8,387 shares; 2025Q2: 8,481 shares; 2025Q3: 9,067 shares; 2025Q4: 9,155 shares; 2026Q1: 9,177 shares; 2026Q2: 9,770 shares 9,770 $3.3M 0.13% +593 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,769 shares; 2024Q4: 40,089 shares; 2025Q1: 38,832 shares; 2025Q2: 37,984 shares; 2025Q3: 35,258 shares; 2025Q4: 33,366 shares; 2026Q1: 33,055 shares; 2026Q2: 33,845 shares 33,845 $3.27M 0.12% +790 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: 11,494 shares; 2024Q4: 11,100 shares; 2025Q1: 10,623 shares; 2025Q2: 10,158 shares; 2025Q3: 9,555 shares; 2025Q4: 8,561 shares; 2026Q1: 8,105 shares; 2026Q2: 7,818 shares 7,818 $3.26M 0.12% -287 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: 3,039 shares; 2024Q4: 3,200 shares; 2025Q1: 3,338 shares; 2025Q2: 3,368 shares; 2025Q3: 3,050 shares; 2025Q4: 3,263 shares; 2026Q1: 3,148 shares; 2026Q2: 3,307 shares 3,307 $3.23M 0.12% +159 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: 3,089 shares; 2024Q4: 3,075 shares; 2025Q1: 2,636 shares; 2025Q2: 2,506 shares; 2025Q3: 2,609 shares; 2025Q4: 3,200 shares; 2026Q1: 6,404 shares; 2026Q2: 7,785 shares 7,785 $3.19M 0.12% +1,381 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,375 shares; 2024Q4: 17,775 shares; 2025Q1: 16,685 shares; 2025Q2: 15,041 shares; 2025Q3: 13,860 shares; 2025Q4: 13,724 shares; 2026Q1: 12,989 shares; 2026Q2: 12,429 shares 12,429 $3.18M 0.12% -560 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,595 shares; 2024Q4: 6,450 shares; 2025Q1: 6,264 shares; 2025Q2: 6,423 shares; 2025Q3: 6,633 shares; 2025Q4: 6,278 shares; 2026Q1: 6,125 shares; 2026Q2: 6,187 shares 6,187 $3.18M 0.12% +62 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: 12,874 shares; 2024Q4: 14,328 shares; 2025Q1: 14,138 shares; 2025Q2: 14,274 shares; 2025Q3: 14,537 shares; 2025Q4: 14,559 shares; 2026Q1: 14,227 shares; 2026Q2: 14,091 shares 14,091 $3.14M 0.12% -136 Timeline ACWX 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: 9,449 shares; 2025Q2: 9,449 shares; 2025Q3: 36,177 shares; 2025Q4: 40,565 shares; 2026Q1: 40,873 shares; 2026Q2: 41,024 shares 41,024 $3.12M 0.12% +151 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,863 shares; 2024Q4: 33,163 shares; 2025Q1: 31,721 shares; 2025Q2: 30,412 shares; 2025Q3: 28,248 shares; 2025Q4: 28,146 shares; 2026Q1: 26,832 shares; 2026Q2: 26,680 shares 26,680 $3.12M 0.12% -152 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,956 shares; 2025Q4: 26,351 shares; 2026Q1: 26,408 shares; 2026Q2: 34,465 shares 34,465 $3.03M 0.11% +8,057 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,746 shares; 2024Q4: 29,055 shares; 2025Q1: 28,232 shares; 2025Q2: 26,864 shares; 2025Q3: 25,536 shares; 2025Q4: 24,912 shares; 2026Q1: 24,616 shares; 2026Q2: 26,913 shares 26,913 $3M 0.11% +2,297 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: not reported; 2024Q4: 707 shares; 2025Q1: 730 shares; 2025Q2: 750 shares; 2025Q3: 1,008 shares; 2025Q4: 1,831 shares; 2026Q1: 1,977 shares; 2026Q2: 2,481 shares 2,481 $2.91M 0.11% +504 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: 20,676 shares; 2024Q4: 22,063 shares; 2025Q1: 18,893 shares; 2025Q2: 18,750 shares; 2025Q3: 19,787 shares; 2025Q4: 20,831 shares; 2026Q1: 20,105 shares; 2026Q2: 19,100 shares 19,100 $2.89M 0.11% -1,005 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: 3,309 shares; 2024Q4: 3,459 shares; 2025Q1: 3,475 shares; 2025Q2: 3,355 shares; 2025Q3: 3,378 shares; 2025Q4: 3,291 shares; 2026Q1: 2,739 shares; 2026Q2: 2,998 shares 2,998 $2.89M 0.11% +259 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: 12,775 shares; 2024Q4: 11,965 shares; 2025Q1: 9,304 shares; 2025Q2: not reported; 2025Q3: 15,945 shares; 2025Q4: 17,928 shares; 2026Q1: 16,503 shares; 2026Q2: 20,681 shares 20,681 $2.89M 0.11% +4,178 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,086 shares; 2024Q4: 30,602 shares; 2025Q1: 30,589 shares; 2025Q2: 28,870 shares; 2025Q3: 26,985 shares; 2025Q4: 25,790 shares; 2026Q1: 24,680 shares; 2026Q2: 23,858 shares 23,858 $2.84M 0.11% -822 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: 12,489 shares; 2024Q4: 12,535 shares; 2025Q1: 11,825 shares; 2025Q2: 10,609 shares; 2025Q3: 8,642 shares; 2025Q4: 6,994 shares; 2026Q1: 6,466 shares; 2026Q2: 6,711 shares 6,711 $2.79M 0.11% +245 Timeline DAUG 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: 133,570 shares; 2024Q4: 122,356 shares; 2025Q1: 117,414 shares; 2025Q2: 116,079 shares; 2025Q3: 73,508 shares; 2025Q4: 63,249 shares; 2026Q1: 62,767 shares; 2026Q2: 59,449 shares 59,449 $2.79M 0.11% -3,318 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: 2,177 shares; 2024Q4: 2,250 shares; 2025Q1: 2,121 shares; 2025Q2: 1,359 shares; 2025Q3: 622 shares; 2025Q4: 633 shares; 2026Q1: 1,083 shares; 2026Q2: 1,388 shares 1,388 $2.76M 0.1% +305 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: 1,354 shares; 2024Q4: 1,844 shares; 2025Q1: 1,651 shares; 2025Q2: 1,864 shares; 2025Q3: 3,337 shares; 2025Q4: 2,843 shares; 2026Q1: 3,079 shares; 2026Q2: 3,806 shares 3,806 $2.75M 0.1% +727 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,929 shares; 2024Q4: 27,610 shares; 2025Q1: 20,532 shares; 2025Q2: 19,801 shares; 2025Q3: 19,035 shares; 2025Q4: 18,652 shares; 2026Q1: 17,845 shares; 2026Q2: 17,432 shares 17,432 $2.69M 0.1% -413 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: 17,387 shares; 2024Q4: 17,757 shares; 2025Q1: 17,940 shares; 2025Q2: 18,263 shares; 2025Q3: 18,914 shares; 2025Q4: 17,883 shares; 2026Q1: 17,721 shares; 2026Q2: 19,027 shares 19,027 $2.66M 0.1% +1,306 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,623 shares; 2024Q4: 46,664 shares; 2025Q1: 46,700 shares; 2025Q2: 44,190 shares; 2025Q3: 39,956 shares; 2025Q4: 37,198 shares; 2026Q1: 34,637 shares; 2026Q2: 33,407 shares 33,407 $2.62M 0.1% -1,230 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: 17,327 shares; 2024Q4: 17,414 shares; 2025Q1: 16,917 shares; 2025Q2: 16,554 shares; 2025Q3: 16,729 shares; 2025Q4: 16,456 shares; 2026Q1: 16,939 shares; 2026Q2: 18,995 shares 18,995 $2.6M 0.1% +2,056 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,099 shares; 2025Q4: 48,607 shares; 2026Q1: 48,529 shares; 2026Q2: 49,496 shares 49,496 $2.59M 0.1% +967 Timeline RFG 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: 46,561 shares; 2024Q4: 45,786 shares; 2025Q1: 45,708 shares; 2025Q2: 43,575 shares; 2025Q3: 41,280 shares; 2025Q4: 40,380 shares; 2026Q1: 40,157 shares; 2026Q2: 39,947 shares 39,947 $2.58M 0.1% -210 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: 18,038 shares; 2024Q4: 17,710 shares; 2025Q1: 16,253 shares; 2025Q2: 14,797 shares; 2025Q3: 15,084 shares; 2025Q4: 13,973 shares; 2026Q1: 13,476 shares; 2026Q2: 12,923 shares 12,923 $2.55M 0.1% -553 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,494 shares; 2024Q4: 58,470 shares; 2025Q1: 57,027 shares; 2025Q2: 56,580 shares; 2025Q3: 44,388 shares; 2025Q4: 44,839 shares; 2026Q1: 42,322 shares; 2026Q2: 40,152 shares 40,152 $2.48M 0.09% -2,170 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: 14,321 shares; 2024Q4: 13,407 shares; 2025Q1: 13,034 shares; 2025Q2: 12,664 shares; 2025Q3: 12,309 shares; 2025Q4: 12,325 shares; 2026Q1: 11,472 shares; 2026Q2: 10,947 shares 10,947 $2.45M 0.09% -525 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: 29,362 shares; 2024Q4: 33,871 shares; 2025Q1: 34,276 shares; 2025Q2: 34,174 shares; 2025Q3: 34,176 shares; 2025Q4: 33,540 shares; 2026Q1: 32,481 shares; 2026Q2: 32,419 shares 32,419 $2.43M 0.09% -62 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,730 shares; 2024Q4: 25,392 shares; 2025Q1: 24,620 shares; 2025Q2: 13,208 shares; 2025Q3: 12,810 shares; 2025Q4: 12,505 shares; 2026Q1: 11,999 shares; 2026Q2: 11,393 shares 11,393 $2.43M 0.09% -606 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: 9,874 shares; 2024Q4: 9,401 shares; 2025Q1: 8,992 shares; 2025Q2: 8,717 shares; 2025Q3: 8,653 shares; 2025Q4: 8,684 shares; 2026Q1: 8,711 shares; 2026Q2: 8,262 shares 8,262 $2.42M 0.09% -449 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: 2,795 shares; 2024Q4: 2,535 shares; 2025Q1: 2,573 shares; 2025Q2: 2,461 shares; 2025Q3: 4,685 shares; 2025Q4: 4,547 shares; 2026Q1: 4,627 shares; 2026Q2: 27,279 shares 27,279 $2.35M 0.09% +22,652 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: 9,138 shares; 2024Q4: 9,231 shares; 2025Q1: 8,746 shares; 2025Q2: 8,496 shares; 2025Q3: 7,630 shares; 2025Q4: 6,282 shares; 2026Q1: 6,058 shares; 2026Q2: 6,027 shares 6,027 $2.35M 0.09% -31 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: 25,722 shares; 2024Q4: 26,197 shares; 2025Q1: 32,487 shares; 2025Q2: 32,013 shares; 2025Q3: 32,683 shares; 2025Q4: 28,660 shares; 2026Q1: 28,044 shares; 2026Q2: 31,340 shares 31,340 $2.33M 0.09% +3,296 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,741 shares; 2024Q4: 25,443 shares; 2025Q1: 19,420 shares; 2025Q2: 24,619 shares; 2025Q3: 7,669 shares; 2025Q4: 12,206 shares; 2026Q1: 41,854 shares; 2026Q2: 24,163 shares 24,163 $2.21M 0.08% -17,691 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,515 shares; 2026Q1: 46,959 shares; 2026Q2: 47,928 shares 47,928 $2.21M 0.08% +969 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,594 shares; 2024Q4: 28,506 shares; 2025Q1: 27,218 shares; 2025Q2: 27,013 shares; 2025Q3: 27,013 shares; 2025Q4: 26,630 shares; 2026Q1: 26,691 shares; 2026Q2: 27,447 shares 27,447 $2.19M 0.08% +756 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,993 shares; 2024Q4: 30,358 shares; 2025Q1: 28,404 shares; 2025Q2: 27,379 shares; 2025Q3: 28,012 shares; 2025Q4: 27,353 shares; 2026Q1: 28,764 shares; 2026Q2: 31,296 shares 31,296 $2.19M 0.08% +2,532 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: 964 shares; 2024Q4: 1,023 shares; 2025Q1: 1,412 shares; 2025Q2: 1,686 shares; 2025Q3: 2,236 shares; 2025Q4: 2,315 shares; 2026Q1: 1,931 shares; 2026Q2: 2,132 shares 2,132 $2.16M 0.08% +201 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: 86,841 shares; 2024Q4: 84,639 shares; 2025Q1: 85,289 shares; 2025Q2: 83,111 shares; 2025Q3: 95,981 shares; 2025Q4: 94,402 shares; 2026Q1: 94,126 shares; 2026Q2: 103,830 shares 103,830 $2.15M 0.08% +9,704 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,441 shares; 2024Q4: 45,524 shares; 2025Q1: 44,529 shares; 2025Q2: 43,391 shares; 2025Q3: 40,504 shares; 2025Q4: 38,656 shares; 2026Q1: 38,061 shares; 2026Q2: 37,725 shares 37,725 $2.13M 0.08% -336 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: 7,525 shares; 2024Q4: 7,341 shares; 2025Q1: 7,668 shares; 2025Q2: 7,786 shares; 2025Q3: 9,601 shares; 2025Q4: 9,766 shares; 2026Q1: 9,593 shares; 2026Q2: 11,224 shares 11,224 $2.13M 0.08% +1,631 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: 9,651 shares; 2025Q1: 11,702 shares; 2025Q2: 11,487 shares; 2025Q3: 12,104 shares; 2025Q4: 12,223 shares; 2026Q1: 13,542 shares; 2026Q2: 12,522 shares 12,522 $2.13M 0.08% -1,020 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,383 shares; 2024Q4: 22,077 shares; 2025Q1: 20,695 shares; 2025Q2: 19,851 shares; 2025Q3: 19,903 shares; 2025Q4: 12,632 shares; 2026Q1: 12,279 shares; 2026Q2: 12,378 shares 12,378 $2.11M 0.08% +99 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: 32,948 shares; 2024Q4: 32,835 shares; 2025Q1: 31,809 shares; 2025Q2: 31,907 shares; 2025Q3: 31,788 shares; 2025Q4: 31,678 shares; 2026Q1: 32,871 shares; 2026Q2: 33,891 shares 33,891 $2.05M 0.08% +1,020 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,433 shares; 2025Q4: 25,236 shares; 2026Q1: 26,386 shares; 2026Q2: 27,387 shares 27,387 $2.04M 0.08% +1,001 Timeline PWV 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: 26,498 shares; 2024Q4: 26,498 shares; 2025Q1: 26,498 shares; 2025Q2: 26,498 shares; 2025Q3: 26,498 shares; 2025Q4: 26,498 shares; 2026Q1: 26,498 shares; 2026Q2: 26,498 shares 26,498 $2.01M 0.08% 0 Timeline ILCG 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: 15,038 shares; 2025Q4: 17,309 shares; 2026Q1: 17,233 shares; 2026Q2: 17,027 shares 17,027 $1.99M 0.08% -206 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: 6,918 shares; 2024Q4: 9,123 shares; 2025Q1: 10,103 shares; 2025Q2: 14,583 shares; 2025Q3: 21,608 shares; 2025Q4: 22,426 shares; 2026Q1: 22,618 shares; 2026Q2: 22,104 shares 22,104 $1.99M 0.08% -514 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,032 shares; 2024Q4: 36,363 shares; 2025Q1: 33,498 shares; 2025Q2: 32,182 shares; 2025Q3: 30,502 shares; 2025Q4: 30,804 shares; 2026Q1: 28,404 shares; 2026Q2: 31,914 shares 31,914 $1.98M 0.07% +3,510 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,296 shares; 2024Q4: 40,173 shares; 2025Q1: 36,458 shares; 2025Q2: 34,385 shares; 2025Q3: 31,046 shares; 2025Q4: 30,812 shares; 2026Q1: 27,431 shares; 2026Q2: 25,037 shares 25,037 $1.97M 0.07% -2,394 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: 26,771 shares; 2024Q4: 25,589 shares; 2025Q1: 24,536 shares; 2025Q2: 24,342 shares; 2025Q3: 24,047 shares; 2025Q4: 25,140 shares; 2026Q1: 23,870 shares; 2026Q2: 25,286 shares 25,286 $1.96M 0.07% +1,416 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: 11,383 shares; 2024Q4: 12,067 shares; 2025Q1: 11,644 shares; 2025Q2: 10,692 shares; 2025Q3: 13,526 shares; 2025Q4: 12,886 shares; 2026Q1: 12,117 shares; 2026Q2: 11,693 shares 11,693 $1.94M 0.07% -424 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 23,717 shares 23,717 $1.94M 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 2,518 shares; 2026Q1: 3,196 shares; 2026Q2: 4,455 shares 4,455 $1.93M 0.07% +1,259 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: 5,804 shares; 2024Q4: 5,991 shares; 2025Q1: 4,116 shares; 2025Q2: 3,586 shares; 2025Q3: 4,066 shares; 2025Q4: 4,753 shares; 2026Q1: 4,681 shares; 2026Q2: 3,806 shares 3,806 $1.91M 0.07% -875 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,146 shares; 2024Q4: 12,178 shares; 2025Q1: 11,878 shares; 2025Q2: 11,488 shares; 2025Q3: 11,304 shares; 2025Q4: 9,060 shares; 2026Q1: 9,075 shares; 2026Q2: 10,123 shares 10,123 $1.87M 0.07% +1,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,350 shares; 2025Q4: 16,711 shares; 2026Q1: 16,711 shares; 2026Q2: 30,156 shares 30,156 $1.85M 0.07% +13,445 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: 23,055 shares; 2024Q4: 22,061 shares; 2025Q1: 24,872 shares; 2025Q2: 27,827 shares; 2025Q3: 42,164 shares; 2025Q4: 41,268 shares; 2026Q1: 37,717 shares; 2026Q2: 38,988 shares 38,988 $1.85M 0.07% +1,271 Timeline EPP 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: 15,264 shares; 2026Q1: 33,494 shares; 2026Q2: 34,565 shares 34,565 $1.84M 0.07% +1,071 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: 11,947 shares; 2024Q4: 13,401 shares; 2025Q1: 14,797 shares; 2025Q2: 15,072 shares; 2025Q3: 16,935 shares; 2025Q4: 18,505 shares; 2026Q1: 18,959 shares; 2026Q2: 22,475 shares 22,475 $1.82M 0.07% +3,516 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,467 shares; 2024Q4: 13,566 shares; 2025Q1: 13,471 shares; 2025Q2: 13,857 shares; 2025Q3: 15,998 shares; 2025Q4: 14,318 shares; 2026Q1: 13,414 shares; 2026Q2: 13,193 shares 13,193 $1.79M 0.07% -221 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: 988 shares; 2024Q4: 1,045 shares; 2025Q1: 1,173 shares; 2025Q2: 1,800 shares; 2025Q3: 4,162 shares; 2025Q4: 4,710 shares; 2026Q1: 5,088 shares; 2026Q2: 5,182 shares 5,182 $1.77M 0.07% +94 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: 2,268 shares; 2024Q4: 2,344 shares; 2025Q1: 2,407 shares; 2025Q2: 2,553 shares; 2025Q3: 3,459 shares; 2025Q4: 3,582 shares; 2026Q1: 3,774 shares; 2026Q2: 4,693 shares 4,693 $1.75M 0.07% +919 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 5,381 shares; 2025Q4: 6,164 shares; 2026Q1: 6,767 shares; 2026Q2: 9,778 shares 9,778 $1.72M 0.07% +3,011 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: 1,978 shares; 2024Q4: 4,247 shares; 2025Q1: 4,523 shares; 2025Q2: 4,559 shares; 2025Q3: 6,507 shares; 2025Q4: 5,810 shares; 2026Q1: 3,945 shares; 2026Q2: 5,036 shares 5,036 $1.72M 0.07% +1,091 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: 7,456 shares; 2024Q4: 7,788 shares; 2025Q1: 7,379 shares; 2025Q2: 4,428 shares; 2025Q3: 4,681 shares; 2025Q4: 4,362 shares; 2026Q1: 2,588 shares; 2026Q2: 3,299 shares 3,299 $1.71M 0.06% +711 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: 83,928 shares; 2024Q4: 54,124 shares; 2025Q1: 61,998 shares; 2025Q2: 43,170 shares; 2025Q3: 85,797 shares; 2025Q4: 115,466 shares; 2026Q1: 120,992 shares; 2026Q2: 121,878 shares 121,878 $1.69M 0.06% +886 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,670 shares; 2024Q4: 14,769 shares; 2025Q1: 14,736 shares; 2025Q2: 14,597 shares; 2025Q3: 14,243 shares; 2025Q4: 14,417 shares; 2026Q1: 14,305 shares; 2026Q2: 13,806 shares 13,806 $1.69M 0.06% -499 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: 20,074 shares; 2024Q4: 21,914 shares; 2025Q1: 20,645 shares; 2025Q2: 21,387 shares; 2025Q3: 21,216 shares; 2025Q4: 19,609 shares; 2026Q1: 18,698 shares; 2026Q2: 17,703 shares 17,703 $1.66M 0.06% -995 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,946 shares; 2024Q4: 24,670 shares; 2025Q1: 23,482 shares; 2025Q2: 22,908 shares; 2025Q3: 23,386 shares; 2025Q4: 22,494 shares; 2026Q1: 22,735 shares; 2026Q2: 31,262 shares 31,262 $1.64M 0.06% +8,527 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: 1,912 shares; 2024Q4: 2,021 shares; 2025Q1: 1,930 shares; 2025Q2: 1,997 shares; 2025Q3: 2,254 shares; 2025Q4: 24,358 shares; 2026Q1: 22,194 shares; 2026Q2: 22,907 shares 22,907 $1.64M 0.06% +713 Timeline SMB 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: 192,765 shares; 2024Q4: 185,647 shares; 2025Q1: 175,920 shares; 2025Q2: 167,231 shares; 2025Q3: 131,390 shares; 2025Q4: 116,601 shares; 2026Q1: 103,159 shares; 2026Q2: 93,383 shares 93,383 $1.62M 0.06% -9,776 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,284 shares; 2024Q4: 15,093 shares; 2025Q1: 14,753 shares; 2025Q2: 15,335 shares; 2025Q3: 15,637 shares; 2025Q4: 16,220 shares; 2026Q1: 16,058 shares; 2026Q2: 16,640 shares 16,640 $1.6M 0.06% +582 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: 5,238 shares; 2024Q4: 5,783 shares; 2025Q1: 5,383 shares; 2025Q2: 5,303 shares; 2025Q3: 4,329 shares; 2025Q4: 4,449 shares; 2026Q1: 3,955 shares; 2026Q2: 3,917 shares 3,917 $1.6M 0.06% -38 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: 4,500 shares; 2024Q4: 4,545 shares; 2025Q1: 4,435 shares; 2025Q2: 4,078 shares; 2025Q3: 3,040 shares; 2025Q4: 2,333 shares; 2026Q1: 1,920 shares; 2026Q2: 2,147 shares 2,147 $1.55M 0.06% +227 Timeline VTWG 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: 2,233 shares; 2025Q1: 3,417 shares; 2025Q2: 5,204 shares; 2025Q3: 8,471 shares; 2025Q4: 5,641 shares; 2026Q1: 5,422 shares; 2026Q2: 5,356 shares 5,356 $1.54M 0.06% -66 Timeline DDEC 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: 32,341 shares; 2024Q4: 37,514 shares; 2025Q1: 35,580 shares; 2025Q2: 34,380 shares; 2025Q3: 34,030 shares; 2025Q4: 33,580 shares; 2026Q1: 33,249 shares; 2026Q2: 32,349 shares 32,349 $1.53M 0.06% -900 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,157 shares; 2024Q4: 2,356 shares; 2025Q1: 2,545 shares; 2025Q2: 2,524 shares; 2025Q3: 2,808 shares; 2025Q4: 3,366 shares; 2026Q1: 3,499 shares; 2026Q2: 3,582 shares 3,582 $1.53M 0.06% +83 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,373 shares; 2025Q3: 34,749 shares; 2025Q4: 34,749 shares; 2026Q1: 34,749 shares; 2026Q2: 34,749 shares 34,749 $1.51M 0.06% 0 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: 40,143 shares; 2024Q4: 39,837 shares; 2025Q1: 39,887 shares; 2025Q2: 36,431 shares; 2025Q3: 35,985 shares; 2025Q4: 23,661 shares; 2026Q1: 17,536 shares; 2026Q2: 20,964 shares 20,964 $1.51M 0.06% +3,428 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: not reported; 2025Q2: not reported; 2025Q3: 41,997 shares; 2025Q4: 46,376 shares; 2026Q1: 49,965 shares; 2026Q2: 49,965 shares 49,965 $1.5M 0.06% 0 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: 44,462 shares; 2024Q4: 42,536 shares; 2025Q1: 39,337 shares; 2025Q2: 37,558 shares; 2025Q3: 37,558 shares; 2025Q4: 36,033 shares; 2026Q1: 36,033 shares; 2026Q2: 33,470 shares 33,470 $1.5M 0.06% -2,563 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: 23,478 shares; 2024Q4: 19,743 shares; 2025Q1: 20,000 shares; 2025Q2: 19,482 shares; 2025Q3: 19,319 shares; 2025Q4: 22,031 shares; 2026Q1: 19,981 shares; 2026Q2: 18,961 shares 18,961 $1.48M 0.06% -1,020 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: 6,387 shares; 2024Q4: 7,285 shares; 2025Q1: 6,778 shares; 2025Q2: 8,434 shares; 2025Q3: 9,824 shares; 2025Q4: 10,135 shares; 2026Q1: 8,879 shares; 2026Q2: 10,025 shares 10,025 $1.47M 0.06% +1,146 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: 4,499 shares; 2024Q4: 6,848 shares; 2025Q1: 6,848 shares; 2025Q2: 6,848 shares; 2025Q3: 6,848 shares; 2025Q4: 15,198 shares; 2026Q1: 18,594 shares; 2026Q2: 21,246 shares 21,246 $1.45M 0.06% +2,652 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 3,008 shares; 2025Q1: 3,160 shares; 2025Q2: 3,540 shares; 2025Q3: 4,284 shares; 2025Q4: 4,528 shares; 2026Q1: 6,171 shares; 2026Q2: 6,904 shares 6,904 $1.44M 0.05% +733 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: 43,354 shares; 2024Q4: 48,292 shares; 2025Q1: 47,261 shares; 2025Q2: 47,418 shares; 2025Q3: 39,669 shares; 2025Q4: 38,265 shares; 2026Q1: 37,132 shares; 2026Q2: 38,470 shares 38,470 $1.42M 0.05% +1,338 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: 8,132 shares; 2024Q4: 8,915 shares; 2025Q1: 8,892 shares; 2025Q2: 8,804 shares; 2025Q3: 8,780 shares; 2025Q4: 9,260 shares; 2026Q1: 9,235 shares; 2026Q2: 9,067 shares 9,067 $1.42M 0.05% -168 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,293 shares; 2024Q4: 4,006 shares; 2025Q1: 3,693 shares; 2025Q2: 3,663 shares; 2025Q3: 1,377 shares; 2025Q4: 766 shares; 2026Q1: 7,801 shares; 2026Q2: 6,393 shares 6,393 $1.41M 0.05% -1,408 Timeline FEX 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: 7,456 shares; 2024Q4: 10,550 shares; 2025Q1: 10,539 shares; 2025Q2: 10,637 shares; 2025Q3: 10,504 shares; 2025Q4: 10,504 shares; 2026Q1: 10,210 shares; 2026Q2: 10,040 shares 10,040 $1.4M 0.05% -170 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: 21,768 shares; 2024Q4: 20,241 shares; 2025Q1: 19,193 shares; 2025Q2: 18,982 shares; 2025Q3: 15,223 shares; 2025Q4: 13,159 shares; 2026Q1: 10,589 shares; 2026Q2: 10,472 shares 10,472 $1.38M 0.05% -117 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: 5,066 shares; 2024Q4: 5,069 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 3,821 shares; 2025Q4: 3,748 shares; 2026Q1: 3,748 shares; 2026Q2: 3,754 shares 3,754 $1.37M 0.05% +6 Timeline FXR 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: 14,184 shares; 2024Q4: 16,461 shares; 2025Q1: 16,098 shares; 2025Q2: 15,719 shares; 2025Q3: 15,887 shares; 2025Q4: 15,488 shares; 2026Q1: 15,309 shares; 2026Q2: 14,973 shares 14,973 $1.36M 0.05% -336 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: 11,216 shares; 2024Q4: 12,394 shares; 2025Q1: 12,805 shares; 2025Q2: 13,110 shares; 2025Q3: 12,681 shares; 2025Q4: 13,298 shares; 2026Q1: 13,326 shares; 2026Q2: 14,053 shares 14,053 $1.35M 0.05% +727 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,081 shares; 2024Q4: 39,107 shares; 2025Q1: 39,126 shares; 2025Q2: 36,121 shares; 2025Q3: 35,758 shares; 2025Q4: 33,517 shares; 2026Q1: 30,937 shares; 2026Q2: 30,935 shares 30,935 $1.34M 0.05% -2 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,406 shares; 2024Q4: 7,720 shares; 2025Q1: 8,148 shares; 2025Q2: 9,479 shares; 2025Q3: 9,514 shares; 2025Q4: 9,635 shares; 2026Q1: 9,636 shares; 2026Q2: 48,334 shares 48,334 $1.32M 0.05% +38,698 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: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 8,107 shares; 2025Q3: 8,107 shares; 2025Q4: 8,107 shares; 2026Q1: 6,897 shares; 2026Q2: 6,983 shares 6,983 $1.31M 0.05% +86 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,939 shares; 2025Q1: 2,050 shares; 2025Q2: 4,014 shares; 2025Q3: 4,033 shares; 2025Q4: 4,394 shares; 2026Q1: 4,101 shares; 2026Q2: 3,300 shares 3,300 $1.31M 0.05% -801 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,366 shares; 2024Q4: 19,872 shares; 2025Q1: 24,778 shares; 2025Q2: 28,849 shares; 2025Q3: 28,197 shares; 2025Q4: 27,986 shares; 2026Q1: 29,028 shares; 2026Q2: 26,284 shares 26,284 $1.31M 0.05% -2,744 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,653 shares; 2024Q4: 10,780 shares; 2025Q1: 11,019 shares; 2025Q2: 24,675 shares; 2025Q3: 25,573 shares; 2025Q4: 26,450 shares; 2026Q1: 27,482 shares; 2026Q2: 28,019 shares 28,019 $1.31M 0.05% +537 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,841 shares; 2024Q4: 32,541 shares; 2025Q1: 32,071 shares; 2025Q2: 35,089 shares; 2025Q3: 35,749 shares; 2025Q4: 35,699 shares; 2026Q1: 36,426 shares; 2026Q2: 42,977 shares 42,977 $1.3M 0.05% +6,551 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,253 shares; 2024Q4: 9,183 shares; 2025Q1: 8,963 shares; 2025Q2: 9,002 shares; 2025Q3: 9,258 shares; 2025Q4: 8,672 shares; 2026Q1: 7,430 shares; 2026Q2: 7,674 shares 7,674 $1.29M 0.05% +244 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: 11,393 shares; 2024Q4: 12,576 shares; 2025Q1: 12,033 shares; 2025Q2: 11,293 shares; 2025Q3: 11,106 shares; 2025Q4: 10,759 shares; 2026Q1: 11,358 shares; 2026Q2: 10,860 shares 10,860 $1.28M 0.05% -498 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,464 shares; 2024Q4: 154,537 shares; 2025Q1: 146,716 shares; 2025Q2: 137,237 shares; 2025Q3: 78,719 shares; 2025Q4: 37,787 shares; 2026Q1: 36,212 shares; 2026Q2: 35,271 shares 35,271 $1.27M 0.05% -941 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 2,837 shares; 2026Q1: 2,837 shares; 2026Q2: 14,375 shares 14,375 $1.26M 0.05% +11,538 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: 11,704 shares; 2024Q4: 12,447 shares; 2025Q1: 12,906 shares; 2025Q2: 13,242 shares; 2025Q3: 13,746 shares; 2025Q4: 13,742 shares; 2026Q1: 13,504 shares; 2026Q2: 13,805 shares 13,805 $1.25M 0.05% +301 Timeline FJUN 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: 19,880 shares; 2024Q4: 23,818 shares; 2025Q1: 23,007 shares; 2025Q2: 20,651 shares; 2025Q3: 20,601 shares; 2025Q4: 20,601 shares; 2026Q1: 20,601 shares; 2026Q2: 20,601 shares 20,601 $1.24M 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,455 shares; 2024Q4: 3,703 shares; 2025Q1: 5,466 shares; 2025Q2: 6,145 shares; 2025Q3: 7,105 shares; 2025Q4: 7,959 shares; 2026Q1: 8,360 shares; 2026Q2: 11,830 shares 11,830 $1.23M 0.05% +3,470 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 3,981 shares; 2025Q2: 4,367 shares; 2025Q3: 5,077 shares; 2025Q4: 7,875 shares; 2026Q1: 10,531 shares; 2026Q2: 10,387 shares 10,387 $1.21M 0.05% -144 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: 5,082 shares; 2024Q4: 6,372 shares; 2025Q1: 9,832 shares; 2025Q2: 10,329 shares; 2025Q3: 12,053 shares; 2025Q4: 12,503 shares; 2026Q1: 13,073 shares; 2026Q2: 14,315 shares 14,315 $1.18M 0.04% +1,242 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: 1,589 shares; 2024Q4: 1,594 shares; 2025Q1: 1,604 shares; 2025Q2: 1,701 shares; 2025Q3: 1,700 shares; 2025Q4: 1,712 shares; 2026Q1: 1,716 shares; 2026Q2: 6,849 shares 6,849 $1.18M 0.04% +5,133 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: 3,407 shares; 2024Q4: 3,155 shares; 2025Q1: 3,147 shares; 2025Q2: 3,021 shares; 2025Q3: 3,196 shares; 2025Q4: 1,935 shares; 2026Q1: 2,053 shares; 2026Q2: 2,309 shares 2,309 $1.18M 0.04% +256 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: 3,339 shares; 2025Q2: 3,799 shares; 2025Q3: 4,005 shares; 2025Q4: 4,432 shares; 2026Q1: not reported; 2026Q2: 2,720 shares 2,720 $1.17M 0.04% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,919 shares; 2024Q4: 6,524 shares; 2025Q1: 6,613 shares; 2025Q2: 6,597 shares; 2025Q3: 6,622 shares; 2025Q4: 6,687 shares; 2026Q1: 6,722 shares; 2026Q2: 6,673 shares 6,673 $1.16M 0.04% -49 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: 636 shares; 2025Q1: 799 shares; 2025Q2: 780 shares; 2025Q3: 988 shares; 2025Q4: 1,039 shares; 2026Q1: 1,152 shares; 2026Q2: 1,205 shares 1,205 $1.16M 0.04% +53 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,026 shares; 2026Q2: 65,428 shares 65,428 $1.15M 0.04% -4,598 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: 25,722 shares; 2024Q4: 29,543 shares; 2025Q1: 27,802 shares; 2025Q2: 27,680 shares; 2025Q3: 27,300 shares; 2025Q4: 24,678 shares; 2026Q1: 23,687 shares; 2026Q2: 23,068 shares 23,068 $1.15M 0.04% -619 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,001 shares; 2024Q4: 6,036 shares; 2025Q1: 5,103 shares; 2025Q2: 4,826 shares; 2025Q3: 4,581 shares; 2025Q4: 2,197 shares; 2026Q1: 2,085 shares; 2026Q2: 2,330 shares 2,330 $1.14M 0.04% +245 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 10,305 shares; 2025Q1: 10,243 shares; 2025Q2: 10,251 shares; 2025Q3: 10,473 shares; 2025Q4: 10,507 shares; 2026Q1: 10,943 shares; 2026Q2: 14,211 shares 14,211 $1.14M 0.04% +3,268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: 2,772 shares; 2025Q4: 3,712 shares; 2026Q1: 4,050 shares; 2026Q2: 4,961 shares 4,961 $1.13M 0.04% +911 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: 15,517 shares; 2024Q4: 15,607 shares; 2025Q1: 15,055 shares; 2025Q2: 16,457 shares; 2025Q3: 15,388 shares; 2025Q4: 13,916 shares; 2026Q1: 11,459 shares; 2026Q2: 12,738 shares 12,738 $1.12M 0.04% +1,279 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: 9,030 shares; 2024Q4: 9,700 shares; 2025Q1: 10,272 shares; 2025Q2: 9,997 shares; 2025Q3: 9,842 shares; 2025Q4: 10,842 shares; 2026Q1: 11,010 shares; 2026Q2: 10,966 shares 10,966 $1.12M 0.04% -44 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,537 shares; 2024Q4: 12,363 shares; 2025Q1: 11,926 shares; 2025Q2: 11,011 shares; 2025Q3: 11,057 shares; 2025Q4: 11,470 shares; 2026Q1: 13,810 shares; 2026Q2: 15,412 shares 15,412 $1.11M 0.04% +1,602 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares; 2026Q2: 489 shares 489 $1.11M 0.04% +171 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: 75,533 shares; 2024Q4: 58,574 shares; 2025Q1: 51,883 shares; 2025Q2: 53,776 shares; 2025Q3: 62,297 shares; 2025Q4: 61,973 shares; 2026Q1: 50,219 shares; 2026Q2: 44,889 shares 44,889 $1.08M 0.04% -5,330 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: 5,084 shares; 2024Q4: 5,405 shares; 2025Q1: 5,560 shares; 2025Q2: 4,652 shares; 2025Q3: 3,477 shares; 2025Q4: 3,632 shares; 2026Q1: 3,751 shares; 2026Q2: 3,979 shares 3,979 $1.07M 0.04% +228 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: 2,629 shares; 2024Q4: 2,574 shares; 2025Q1: 2,346 shares; 2025Q2: 2,446 shares; 2025Q3: 2,522 shares; 2025Q4: 2,537 shares; 2026Q1: 2,644 shares; 2026Q2: 3,017 shares 3,017 $1.07M 0.04% +373 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: 12,030 shares; 2024Q4: 13,053 shares; 2025Q1: 11,814 shares; 2025Q2: 11,244 shares; 2025Q3: 11,389 shares; 2025Q4: 9,527 shares; 2026Q1: 4,570 shares; 2026Q2: 4,650 shares 4,650 $1.07M 0.04% +80 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,481 shares; 2024Q4: 23,462 shares; 2025Q1: 22,228 shares; 2025Q2: 21,275 shares; 2025Q3: 21,711 shares; 2025Q4: 21,835 shares; 2026Q1: 21,899 shares; 2026Q2: 22,364 shares 22,364 $1.06M 0.04% +465 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,358 shares; 2024Q4: 6,105 shares; 2025Q1: 5,559 shares; 2025Q2: 5,576 shares; 2025Q3: 5,739 shares; 2025Q4: 6,109 shares; 2026Q1: 7,181 shares; 2026Q2: 9,581 shares 9,581 $1.06M 0.04% +2,400 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: 16,779 shares; 2024Q4: 18,119 shares; 2025Q1: 19,868 shares; 2025Q2: 20,161 shares; 2025Q3: 20,900 shares; 2025Q4: 21,144 shares; 2026Q1: 17,049 shares; 2026Q2: 19,574 shares 19,574 $1.05M 0.04% +2,525 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: 15,365 shares; 2024Q4: 15,505 shares; 2025Q1: 14,243 shares; 2025Q2: 12,553 shares; 2025Q3: 13,186 shares; 2025Q4: 13,815 shares; 2026Q1: 15,033 shares; 2026Q2: 15,295 shares 15,295 $1.04M 0.04% +262 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: 8,000 shares; 2024Q4: 8,380 shares; 2025Q1: 8,073 shares; 2025Q2: 7,679 shares; 2025Q3: 7,928 shares; 2025Q4: 3,975 shares; 2026Q1: 4,211 shares; 2026Q2: 8,043 shares 8,043 $1.04M 0.04% +3,832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,919 shares; 2026Q1: 12,339 shares; 2026Q2: 13,806 shares 13,806 $1.04M 0.04% +1,467 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: 940 shares; 2024Q4: 8,488 shares; 2025Q1: 10,607 shares; 2025Q2: 3,093 shares; 2025Q3: 3,575 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares; 2026Q2: 3,429 shares 3,429 $1.04M 0.04% +146 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,093 shares; 2024Q4: 88,234 shares; 2025Q1: 78,694 shares; 2025Q2: 75,292 shares; 2025Q3: 70,888 shares; 2025Q4: 62,778 shares; 2026Q1: 57,324 shares; 2026Q2: 51,655 shares 51,655 $1.04M 0.04% -5,669 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: 11,983 shares; 2024Q4: 8,728 shares; 2025Q1: 3,739 shares; 2025Q2: 3,605 shares; 2025Q3: 4,151 shares; 2025Q4: 5,262 shares; 2026Q1: 6,076 shares; 2026Q2: 7,577 shares 7,577 $1.03M 0.04% +1,501 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,083 shares; 2024Q4: 30,369 shares; 2025Q1: 28,901 shares; 2025Q2: 38,855 shares; 2025Q3: 33,053 shares; 2025Q4: 30,506 shares; 2026Q1: 25,677 shares; 2026Q2: 20,041 shares 20,041 $1.01M 0.04% -5,636 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,444 shares; 2024Q4: 18,258 shares; 2025Q1: 16,945 shares; 2025Q2: 17,165 shares; 2025Q3: 16,288 shares; 2025Q4: 20,406 shares; 2026Q1: 9,046 shares; 2026Q2: 9,178 shares 9,178 $1.01M 0.04% +132 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,669 shares; 2024Q4: 3,782 shares; 2025Q1: 3,824 shares; 2025Q2: 3,828 shares; 2025Q3: 3,547 shares; 2025Q4: 3,557 shares; 2026Q1: 3,631 shares; 2026Q2: 4,595 shares 4,595 $1M 0.04% +964 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: 29,259 shares; 2024Q4: 26,541 shares; 2025Q1: 16,107 shares; 2025Q2: 11,249 shares; 2025Q3: 10,124 shares; 2025Q4: 9,890 shares; 2026Q1: 9,727 shares; 2026Q2: 9,727 shares 9,727 $1M 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,918 shares; 2024Q4: 36,156 shares; 2025Q1: 32,512 shares; 2025Q2: 31,532 shares; 2025Q3: 37,225 shares; 2025Q4: 38,680 shares; 2026Q1: 12,899 shares; 2026Q2: 11,991 shares 11,991 $996K 0.04% -908 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: 15,380 shares; 2024Q4: 16,421 shares; 2025Q1: 15,730 shares; 2025Q2: 15,132 shares; 2025Q3: 15,245 shares; 2025Q4: 14,997 shares; 2026Q1: 7,985 shares; 2026Q2: 7,862 shares 7,862 $995K 0.04% -123 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: 7,414 shares; 2024Q4: 7,146 shares; 2025Q1: 7,156 shares; 2025Q2: 7,170 shares; 2025Q3: 7,270 shares; 2025Q4: 7,139 shares; 2026Q1: 7,141 shares; 2026Q2: 9,884 shares 9,884 $972K 0.04% +2,743 Timeline XVV 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: 14,069 shares; 2026Q2: 17,064 shares 17,064 $969K 0.04% +2,995 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,316 shares; 2026Q1: 8,291 shares; 2026Q2: 10,321 shares 10,321 $967K 0.04% +2,030 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,216 shares; 2024Q4: 16,554 shares; 2025Q1: 15,649 shares; 2025Q2: 15,440 shares; 2025Q3: 15,610 shares; 2025Q4: 14,886 shares; 2026Q1: 10,943 shares; 2026Q2: 11,887 shares 11,887 $965K 0.04% +944 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: 3,550 shares; 2024Q4: 3,571 shares; 2025Q1: 3,498 shares; 2025Q2: 3,637 shares; 2025Q3: 3,659 shares; 2025Q4: 3,702 shares; 2026Q1: 3,785 shares; 2026Q2: 3,868 shares 3,868 $961K 0.04% +83 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,840 shares; 2024Q4: 7,065 shares; 2025Q1: 6,935 shares; 2025Q2: 6,699 shares; 2025Q3: 6,881 shares; 2025Q4: 6,266 shares; 2026Q1: 6,342 shares; 2026Q2: 6,278 shares 6,278 $957K 0.04% -64 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 938 shares; 2025Q3: 1,103 shares; 2025Q4: 1,539 shares; 2026Q1: 1,907 shares; 2026Q2: 2,393 shares 2,393 $950K 0.04% +486 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: 786 shares; 2024Q4: 789 shares; 2025Q1: 708 shares; 2025Q2: 723 shares; 2025Q3: 769 shares; 2025Q4: 778 shares; 2026Q1: 875 shares; 2026Q2: 1,240 shares 1,240 $946K 0.04% +365 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: 565 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 741 shares; 2025Q3: 828 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 7,904 shares 7,904 $945K 0.04% +6,916 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,005 shares; 2026Q2: 1,479 shares 1,479 $945K 0.04% +474 Timeline HYGW 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: 27,254 shares; 2025Q4: 34,059 shares; 2026Q1: 34,059 shares; 2026Q2: 32,207 shares 32,207 $937K 0.04% -1,852 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: 2,323 shares; 2025Q1: 2,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,778 shares; 2026Q1: 10,246 shares; 2026Q2: 10,156 shares 10,156 $936K 0.04% -90 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,735 shares; 2024Q4: 9,835 shares; 2025Q1: 8,750 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares; 2025Q4: 8,029 shares; 2026Q1: 8,157 shares; 2026Q2: 10,425 shares 10,425 $932K 0.04% +2,268 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: 3,213 shares; 2024Q4: 3,235 shares; 2025Q1: 3,126 shares; 2025Q2: 2,881 shares; 2025Q3: 3,124 shares; 2025Q4: 3,108 shares; 2026Q1: 3,422 shares; 2026Q2: 3,761 shares 3,761 $926K 0.04% +339 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,080 shares; 2024Q4: 3,079 shares; 2025Q1: 3,092 shares; 2025Q2: 3,082 shares; 2025Q3: 3,254 shares; 2025Q4: 3,304 shares; 2026Q1: 3,314 shares; 2026Q2: 3,817 shares 3,817 $923K 0.03% +503 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,674 shares; 2026Q2: 4,762 shares 4,762 $903K 0.03% +2,088 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: 11,817 shares; 2024Q4: 12,478 shares; 2025Q1: 11,743 shares; 2025Q2: 15,228 shares; 2025Q3: 15,228 shares; 2025Q4: 17,945 shares; 2026Q1: 19,661 shares; 2026Q2: 22,189 shares 22,189 $894K 0.03% +2,528 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: not reported; 2024Q4: 5,820 shares; 2025Q1: 5,921 shares; 2025Q2: 6,011 shares; 2025Q3: 6,378 shares; 2025Q4: 6,803 shares; 2026Q1: 6,974 shares; 2026Q2: 7,797 shares 7,797 $890K 0.03% +823 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,220 shares; 2025Q4: 9,220 shares; 2026Q1: 9,220 shares; 2026Q2: 9,225 shares 9,225 $890K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,014 shares; 2025Q4: 15,496 shares; 2026Q1: 16,296 shares; 2026Q2: 19,234 shares 19,234 $888K 0.03% +2,938 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,957 shares; 2024Q4: 5,725 shares; 2025Q1: 6,043 shares; 2025Q2: 5,764 shares; 2025Q3: 13,122 shares; 2025Q4: 7,397 shares; 2026Q1: 5,534 shares; 2026Q2: 15,192 shares 15,192 $879K 0.03% +9,658 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,545 shares; 2024Q4: 7,311 shares; 2025Q1: 6,912 shares; 2025Q2: 6,583 shares; 2025Q3: 6,594 shares; 2025Q4: 6,810 shares; 2026Q1: 6,921 shares; 2026Q2: 8,133 shares 8,133 $877K 0.03% +1,212 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 13,023 shares; 2025Q1: 13,338 shares; 2025Q2: 13,561 shares; 2025Q3: 14,586 shares; 2025Q4: 16,496 shares; 2026Q1: 17,080 shares; 2026Q2: 17,292 shares 17,292 $861K 0.03% +212 Timeline FJUL 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: 29,529 shares; 2024Q4: 29,568 shares; 2025Q1: 27,088 shares; 2025Q2: 25,488 shares; 2025Q3: 17,265 shares; 2025Q4: 16,760 shares; 2026Q1: 16,760 shares; 2026Q2: 14,245 shares 14,245 $848K 0.03% -2,515 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,278 shares; 2024Q4: 5,882 shares; 2025Q1: 4,592 shares; 2025Q2: 10,605 shares; 2025Q3: 9,203 shares; 2025Q4: 10,768 shares; 2026Q1: 9,529 shares; 2026Q2: 6,781 shares 6,781 $844K 0.03% -2,748 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 1,456 shares; 2025Q3: 2,178 shares; 2025Q4: 2,554 shares; 2026Q1: 2,705 shares; 2026Q2: 3,024 shares 3,024 $834K 0.03% +319 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: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 828 shares; 2025Q3: 908 shares; 2025Q4: 954 shares; 2026Q1: 1,069 shares; 2026Q2: 1,158 shares 1,158 $826K 0.03% +89 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: 20,021 shares; 2024Q4: 19,654 shares; 2025Q1: 18,996 shares; 2025Q2: 6,407 shares; 2025Q3: 8,388 shares; 2025Q4: 8,987 shares; 2026Q1: 7,034 shares; 2026Q2: 8,573 shares 8,573 $825K 0.03% +1,539 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,111 shares; 2024Q4: 39,734 shares; 2025Q1: 38,638 shares; 2025Q2: 37,474 shares; 2025Q3: 37,497 shares; 2025Q4: 11,454 shares; 2026Q1: 13,755 shares; 2026Q2: 14,614 shares 14,614 $824K 0.03% +859 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: 13,853 shares; 2024Q4: 13,558 shares; 2025Q1: 14,856 shares; 2025Q2: 15,501 shares; 2025Q3: 19,302 shares; 2025Q4: 19,316 shares; 2026Q1: 20,874 shares; 2026Q2: 25,575 shares 25,575 $818K 0.03% +4,701 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,196 shares; 2025Q1: 2,371 shares; 2025Q2: 2,258 shares; 2025Q3: 2,438 shares; 2025Q4: 2,573 shares; 2026Q1: 2,720 shares; 2026Q2: 2,879 shares 2,879 $802K 0.03% +159 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: 286 shares; 2024Q4: 287 shares; 2025Q1: 317 shares; 2025Q2: 325 shares; 2025Q3: 327 shares; 2025Q4: 616 shares; 2026Q1: 704 shares; 2026Q2: 769 shares 769 $802K 0.03% +65 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,067 shares; 2024Q4: 5,198 shares; 2025Q1: 5,245 shares; 2025Q2: 2,193 shares; 2025Q3: 2,268 shares; 2025Q4: 1,783 shares; 2026Q1: 1,839 shares; 2026Q2: 2,209 shares 2,209 $800K 0.03% +370 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 15,049 shares; 2025Q1: 15,066 shares; 2025Q2: 15,080 shares; 2025Q3: 23,256 shares; 2025Q4: 23,271 shares; 2026Q1: 23,291 shares; 2026Q2: 23,557 shares 23,557 $797K 0.03% +266 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: 7,005 shares; 2026Q1: 9,895 shares; 2026Q2: 10,232 shares 10,232 $788K 0.03% +337 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: 1,662 shares; 2024Q4: 1,545 shares; 2025Q1: 1,903 shares; 2025Q2: 1,955 shares; 2025Q3: 2,049 shares; 2025Q4: 1,892 shares; 2026Q1: 1,860 shares; 2026Q2: 1,240 shares 1,240 $786K 0.03% -620 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,954 shares; 2024Q4: 23,854 shares; 2025Q1: 23,574 shares; 2025Q2: 23,319 shares; 2025Q3: 23,565 shares; 2025Q4: 22,265 shares; 2026Q1: 15,128 shares; 2026Q2: 16,534 shares 16,534 $786K 0.03% +1,406 Timeline YMM FULL TRUCK ALLIANCE CO LTD More: the full row for FULL TRUCK ALLIANCE CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96,395 shares 96,395 $783K 0.03% new 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: 589 shares; 2024Q4: 544 shares; 2025Q1: 571 shares; 2025Q2: 11,395 shares; 2025Q3: 10,893 shares; 2025Q4: 11,024 shares; 2026Q1: 10,678 shares; 2026Q2: 8,485 shares 8,485 $781K 0.03% -2,193 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,845 shares; 2025Q3: 6,520 shares; 2025Q4: 6,786 shares; 2026Q1: 5,974 shares; 2026Q2: 7,183 shares 7,183 $772K 0.03% +1,209 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,037 shares; 2024Q4: 13,277 shares; 2025Q1: 12,263 shares; 2025Q2: 12,000 shares; 2025Q3: 10,602 shares; 2025Q4: 10,633 shares; 2026Q1: 7,756 shares; 2026Q2: 5,555 shares 5,555 $772K 0.03% -2,201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,430 shares; 2025Q4: 8,193 shares; 2026Q1: 9,443 shares; 2026Q2: 9,326 shares 9,326 $766K 0.03% -117 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: 21,715 shares; 2024Q4: 23,784 shares; 2025Q1: 21,175 shares; 2025Q2: 14,785 shares; 2025Q3: 10,975 shares; 2025Q4: 14,769 shares; 2026Q1: 14,612 shares; 2026Q2: 14,409 shares 14,409 $765K 0.03% -203 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: 2,042 shares; 2024Q4: 2,562 shares; 2025Q1: 2,394 shares; 2025Q2: 1,768 shares; 2025Q3: 2,335 shares; 2025Q4: 2,849 shares; 2026Q1: 3,167 shares; 2026Q2: 3,583 shares 3,583 $762K 0.03% +416 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,278 shares; 2024Q4: 18,763 shares; 2025Q1: 18,532 shares; 2025Q2: 18,019 shares; 2025Q3: 17,667 shares; 2025Q4: 6,221 shares; 2026Q1: 6,281 shares; 2026Q2: 6,607 shares 6,607 $759K 0.03% +326 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: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 994 shares; 2025Q2: 1,001 shares; 2025Q3: 1,354 shares; 2025Q4: 1,515 shares; 2026Q1: 2,292 shares; 2026Q2: 2,048 shares 2,048 $759K 0.03% -244 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,304 shares; 2025Q1: 1,313 shares; 2025Q2: 1,290 shares; 2025Q3: 1,321 shares; 2025Q4: 1,375 shares; 2026Q1: 1,366 shares; 2026Q2: 1,673 shares 1,673 $758K 0.03% +307 Timeline FJAN 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: 121,100 shares; 2024Q4: 116,097 shares; 2025Q1: 88,501 shares; 2025Q2: 70,214 shares; 2025Q3: 21,887 shares; 2025Q4: 19,655 shares; 2026Q1: 16,914 shares; 2026Q2: 13,708 shares 13,708 $755K 0.03% -3,206 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,916 shares; 2024Q4: 8,226 shares; 2025Q1: 7,595 shares; 2025Q2: 4,397 shares; 2025Q3: 3,446 shares; 2025Q4: 3,134 shares; 2026Q1: 3,065 shares; 2026Q2: 3,066 shares 3,066 $755K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares; 2025Q4: 2,092 shares; 2026Q1: 2,188 shares; 2026Q2: 2,364 shares 2,364 $744K 0.03% +176 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,485 shares; 2024Q4: 8,658 shares; 2025Q1: 8,558 shares; 2025Q2: 8,513 shares; 2025Q3: 8,423 shares; 2025Q4: 8,556 shares; 2026Q1: 8,806 shares; 2026Q2: 8,655 shares 8,655 $741K 0.03% -151 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,580 shares; 2025Q4: 14,580 shares; 2026Q1: 14,580 shares; 2026Q2: 14,580 shares 14,580 $739K 0.03% 0 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: 3,350 shares; 2024Q4: 3,419 shares; 2025Q1: 3,605 shares; 2025Q2: 3,453 shares; 2025Q3: 3,886 shares; 2025Q4: 3,875 shares; 2026Q1: 3,808 shares; 2026Q2: 3,349 shares 3,349 $738K 0.03% -459 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,517 shares; 2025Q4: 14,517 shares; 2026Q1: 14,517 shares; 2026Q2: 14,517 shares 14,517 $738K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,377 shares; 2025Q2: 10,019 shares; 2025Q3: 10,559 shares; 2025Q4: 9,001 shares; 2026Q1: 8,345 shares; 2026Q2: 10,177 shares 10,177 $734K 0.03% +1,832 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 4,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 7,136 shares; 2026Q1: 6,629 shares; 2026Q2: 8,781 shares 8,781 $734K 0.03% +2,152 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,002 shares; 2024Q4: 13,777 shares; 2025Q1: 13,863 shares; 2025Q2: 13,867 shares; 2025Q3: 11,128 shares; 2025Q4: 11,944 shares; 2026Q1: 11,520 shares; 2026Q2: 17,188 shares 17,188 $734K 0.03% +5,668 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares; 2026Q2: 2,859 shares 2,859 $730K 0.03% +984 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,854 shares; 2026Q1: 3,081 shares; 2026Q2: 2,931 shares 2,931 $727K 0.03% -150 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: 2,085 shares; 2024Q4: 2,159 shares; 2025Q1: 1,181 shares; 2025Q2: 1,412 shares; 2025Q3: 1,723 shares; 2025Q4: 2,127 shares; 2026Q1: 2,824 shares; 2026Q2: 3,353 shares 3,353 $726K 0.03% +529 Timeline ESGD 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: 5,832 shares; 2026Q2: 7,053 shares 7,053 $725K 0.03% +1,221 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares; 2026Q2: 2,154 shares 2,154 $724K 0.03% +919 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: 20,812 shares; 2024Q4: 19,898 shares; 2025Q1: 19,044 shares; 2025Q2: 18,026 shares; 2025Q3: 17,328 shares; 2025Q4: 15,822 shares; 2026Q1: 12,509 shares; 2026Q2: 12,089 shares 12,089 $722K 0.03% -420 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,021 shares 2,021 $717K 0.03% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,090 shares; 2026Q1: 11,090 shares; 2026Q2: 11,090 shares 11,090 $715K 0.03% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares; 2025Q4: 9,184 shares; 2026Q1: 9,492 shares; 2026Q2: 9,886 shares 9,886 $707K 0.03% +394 Timeline LQDW 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: 25,418 shares; 2025Q4: 30,855 shares; 2026Q1: 30,855 shares; 2026Q2: 29,361 shares 29,361 $705K 0.03% -1,494 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 11,463 shares; 2026Q1: 13,083 shares; 2026Q2: 15,234 shares 15,234 $705K 0.03% +2,151 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: 5,525 shares; 2025Q1: 7,491 shares; 2025Q2: 6,402 shares; 2025Q3: 7,542 shares; 2025Q4: 10,272 shares; 2026Q1: 10,338 shares; 2026Q2: 6,507 shares 6,507 $702K 0.03% -3,831 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,227 shares; 2024Q4: 19,227 shares; 2025Q1: 19,227 shares; 2025Q2: 19,227 shares; 2025Q3: 19,227 shares; 2025Q4: 19,227 shares; 2026Q1: 19,227 shares; 2026Q2: 19,227 shares 19,227 $702K 0.03% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,233 shares; 2024Q4: 16,255 shares; 2025Q1: 15,421 shares; 2025Q2: 14,986 shares; 2025Q3: 15,001 shares; 2025Q4: 14,621 shares; 2026Q1: 14,548 shares; 2026Q2: 14,767 shares 14,767 $696K 0.03% +219 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares; 2026Q2: 7,796 shares 7,796 $679K 0.03% +3,247 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,083 shares; 2025Q4: 10,228 shares; 2026Q1: 10,228 shares; 2026Q2: 10,228 shares 10,228 $678K 0.03% 0 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: 5,320 shares; 2024Q4: 5,627 shares; 2025Q1: 5,475 shares; 2025Q2: 6,802 shares; 2025Q3: 7,021 shares; 2025Q4: 6,877 shares; 2026Q1: 6,402 shares; 2026Q2: 3,361 shares 3,361 $674K 0.03% -3,041 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 16,681 shares; 2025Q4: 19,391 shares; 2026Q1: 22,566 shares; 2026Q2: 29,158 shares 29,158 $672K 0.03% +6,592 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 2,929 shares; 2026Q1: 3,235 shares; 2026Q2: 7,288 shares 7,288 $668K 0.03% +4,053 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares; 2026Q2: 2,014 shares 2,014 $666K 0.03% +256 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: 24,148 shares; 2024Q4: 27,473 shares; 2025Q1: 26,893 shares; 2025Q2: 26,539 shares; 2025Q3: 28,351 shares; 2025Q4: 27,520 shares; 2026Q1: 12,461 shares; 2026Q2: 11,784 shares 11,784 $654K 0.02% -677 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: 4,217 shares; 2024Q4: 4,195 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 10,895 shares; 2025Q4: 10,838 shares; 2026Q1: 10,838 shares; 2026Q2: 7,774 shares 7,774 $651K 0.02% -3,064 Timeline FAUG 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: 12,367 shares; 2024Q4: 13,247 shares; 2025Q1: 12,497 shares; 2025Q2: 11,747 shares; 2025Q3: 11,267 shares; 2025Q4: 11,267 shares; 2026Q1: 11,372 shares; 2026Q2: 11,372 shares 11,372 $643K 0.02% 0 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: 22,242 shares; 2024Q4: 27,786 shares; 2025Q1: 31,021 shares; 2025Q2: 28,544 shares; 2025Q3: 32,979 shares; 2025Q4: 33,949 shares; 2026Q1: 36,888 shares; 2026Q2: 33,518 shares 33,518 $641K 0.02% -3,370 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,657 shares; 2026Q1: 5,978 shares; 2026Q2: 5,978 shares 5,978 $638K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,323 shares; 2025Q4: 21,294 shares; 2026Q1: 21,293 shares; 2026Q2: 21,293 shares 21,293 $627K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares; 2025Q4: 2,007 shares; 2026Q1: 1,893 shares; 2026Q2: 3,002 shares 3,002 $621K 0.02% +1,109 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,426 shares 5,426 $613K 0.02% new Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,255 shares; 2024Q4: 15,964 shares; 2025Q1: 13,413 shares; 2025Q2: 13,583 shares; 2025Q3: 12,107 shares; 2025Q4: 14,493 shares; 2026Q1: 14,536 shares; 2026Q2: 14,688 shares 14,688 $609K 0.02% +152 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: 450 shares; 2024Q4: 478 shares; 2025Q1: 469 shares; 2025Q2: 481 shares; 2025Q3: 510 shares; 2025Q4: 788 shares; 2026Q1: 795 shares; 2026Q2: 796 shares 796 $601K 0.02% +1 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: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,592 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares; 2026Q2: 2,472 shares 2,472 $601K 0.02% +17 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 2,177 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,689 shares; 2026Q2: 3,907 shares 3,907 $600K 0.02% +1,218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,061 shares; 2026Q2: 6,265 shares 6,265 $596K 0.02% +3,204 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,645 shares; 2026Q1: 7,455 shares; 2026Q2: 8,152 shares 8,152 $594K 0.02% +697 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,815 shares; 2024Q4: 21,181 shares; 2025Q1: 17,633 shares; 2025Q2: 24,953 shares; 2025Q3: 24,766 shares; 2025Q4: 10,273 shares; 2026Q1: 7,058 shares; 2026Q2: 7,467 shares 7,467 $593K 0.02% +409 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197 shares; 2024Q4: 1,156 shares; 2025Q1: 1,270 shares; 2025Q2: 1,329 shares; 2025Q3: 1,681 shares; 2025Q4: 1,701 shares; 2026Q1: 1,807 shares; 2026Q2: 2,040 shares 2,040 $593K 0.02% +233 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,252 shares; 2024Q4: 1,272 shares; 2025Q1: 1,545 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,410 shares; 2026Q1: 1,409 shares; 2026Q2: 1,470 shares 1,470 $590K 0.02% +61 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,041 shares 1,041 $584K 0.02% new 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: 13,633 shares; 2024Q4: 13,575 shares; 2025Q1: 8,472 shares; 2025Q2: 7,648 shares; 2025Q3: 11,629 shares; 2025Q4: 11,362 shares; 2026Q1: 10,748 shares; 2026Q2: 9,706 shares 9,706 $579K 0.02% -1,042 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 2,833 shares; 2026Q2: 3,684 shares 3,684 $577K 0.02% +851 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 3,030 shares; 2025Q4: 2,558 shares; 2026Q1: 2,573 shares; 2026Q2: 2,588 shares 2,588 $577K 0.02% +15 Timeline FLJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,140 shares 14,140 $562K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,450 shares; 2026Q2: 1,531 shares 1,531 $559K 0.02% +81 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: 4,577 shares; 2024Q4: 3,108 shares; 2025Q1: 3,213 shares; 2025Q2: 3,073 shares; 2025Q3: 3,040 shares; 2025Q4: 3,209 shares; 2026Q1: 2,968 shares; 2026Q2: 3,853 shares 3,853 $552K 0.02% +885 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,410 shares; 2024Q4: 10,485 shares; 2025Q1: 8,199 shares; 2025Q2: 7,838 shares; 2025Q3: 7,693 shares; 2025Q4: 8,148 shares; 2026Q1: 7,757 shares; 2026Q2: 9,475 shares 9,475 $546K 0.02% +1,718 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: 5,179 shares; 2024Q4: 5,150 shares; 2025Q1: 3,277 shares; 2025Q2: 3,277 shares; 2025Q3: 2,357 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares; 2026Q2: 3,442 shares 3,442 $544K 0.02% -16 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,912 shares; 2024Q4: 5,029 shares; 2025Q1: 1,887 shares; 2025Q2: 1,984 shares; 2025Q3: 2,274 shares; 2025Q4: 2,972 shares; 2026Q1: 2,971 shares; 2026Q2: 2,842 shares 2,842 $541K 0.02% -129 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,794 shares; 2024Q4: 6,075 shares; 2025Q1: 5,851 shares; 2025Q2: 5,538 shares; 2025Q3: 5,427 shares; 2025Q4: 8,283 shares; 2026Q1: 8,640 shares; 2026Q2: 8,849 shares 8,849 $540K 0.02% +209 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: 2,599 shares; 2024Q4: 2,980 shares; 2025Q1: 2,777 shares; 2025Q2: 2,733 shares; 2025Q3: 2,589 shares; 2025Q4: 2,393 shares; 2026Q1: 2,474 shares; 2026Q2: 4,086 shares 4,086 $534K 0.02% +1,612 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,099 shares; 2024Q4: 12,099 shares; 2025Q1: 12,099 shares; 2025Q2: 12,099 shares; 2025Q3: 11,745 shares; 2025Q4: 11,575 shares; 2026Q1: 16,500 shares; 2026Q2: 14,500 shares 14,500 $525K 0.02% -2,000 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,926 shares; 2024Q4: 9,725 shares; 2025Q1: 9,246 shares; 2025Q2: 8,788 shares; 2025Q3: 8,571 shares; 2025Q4: 8,470 shares; 2026Q1: 8,470 shares; 2026Q2: 8,470 shares 8,470 $519K 0.02% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: 2,062 shares; 2025Q3: 2,212 shares; 2025Q4: 2,381 shares; 2026Q1: 2,349 shares; 2026Q2: 2,579 shares 2,579 $519K 0.02% +230 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: 990 shares; 2024Q4: 1,056 shares; 2025Q1: 1,085 shares; 2025Q2: 1,042 shares; 2025Q3: 1,134 shares; 2025Q4: 5,740 shares; 2026Q1: 8,179 shares; 2026Q2: 5,220 shares 5,220 $518K 0.02% -2,959 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: 3,030 shares 3,030 $518K 0.02% new Timeline PGX 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: 77,696 shares; 2024Q4: 86,420 shares; 2025Q1: 85,974 shares; 2025Q2: 82,640 shares; 2025Q3: 75,645 shares; 2025Q4: 53,870 shares; 2026Q1: 48,719 shares; 2026Q2: 47,182 shares 47,182 $511K 0.02% -1,537 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: 907 shares; 2024Q4: 991 shares; 2025Q1: 1,020 shares; 2025Q2: 1,041 shares; 2025Q3: 1,113 shares; 2025Q4: 1,147 shares; 2026Q1: 1,035 shares; 2026Q2: 1,548 shares 1,548 $511K 0.02% +513 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: 12,004 shares; 2024Q4: 10,020 shares; 2025Q1: 9,080 shares; 2025Q2: 9,011 shares; 2025Q3: 6,814 shares; 2025Q4: 6,426 shares; 2026Q1: 6,269 shares; 2026Q2: 5,399 shares 5,399 $511K 0.02% -870 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,680 shares 3,680 $505K 0.02% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,585 shares; 2024Q4: 12,212 shares; 2025Q1: 10,613 shares; 2025Q2: not reported; 2025Q3: 14,162 shares; 2025Q4: 24,499 shares; 2026Q1: 15,194 shares; 2026Q2: 17,191 shares 17,191 $504K 0.02% +1,997 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: 4,885 shares; 2024Q4: 5,560 shares; 2025Q1: 2,122 shares; 2025Q2: 1,672 shares; 2025Q3: 1,836 shares; 2025Q4: 1,726 shares; 2026Q1: 1,784 shares; 2026Q2: 1,849 shares 1,849 $503K 0.02% +65 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: 2,245 shares 2,245 $503K 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: 1,643 shares; 2026Q1: 1,662 shares; 2026Q2: 1,692 shares 1,692 $499K 0.02% +30 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,391 shares; 2024Q4: 1,490 shares; 2025Q1: 1,527 shares; 2025Q2: 1,532 shares; 2025Q3: 1,810 shares; 2025Q4: 1,771 shares; 2026Q1: 1,763 shares; 2026Q2: 2,089 shares 2,089 $497K 0.02% +326 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: 2,245 shares 2,245 $496K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,772 shares; 2024Q4: 3,906 shares; 2025Q1: 4,172 shares; 2025Q2: 4,304 shares; 2025Q3: 3,641 shares; 2025Q4: 3,737 shares; 2026Q1: 3,824 shares; 2026Q2: 5,470 shares 5,470 $495K 0.02% +1,646 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED 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: not reported; 2026Q2: 19,524 shares 19,524 $491K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,675 shares; 2026Q1: 8,401 shares; 2026Q2: 8,163 shares 8,163 $491K 0.02% -238 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 1,929 shares; 2025Q1: 1,808 shares; 2025Q2: 1,813 shares; 2025Q3: 1,260 shares; 2025Q4: 1,006 shares; 2026Q1: 844 shares; 2026Q2: 963 shares 963 $490K 0.02% +119 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: 1,174 shares; 2024Q4: 2,026 shares; 2025Q1: 2,093 shares; 2025Q2: 2,116 shares; 2025Q3: 2,507 shares; 2025Q4: 2,543 shares; 2026Q1: 1,534 shares; 2026Q2: 1,555 shares 1,555 $489K 0.02% +21 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 2,919 shares; 2025Q1: 3,004 shares; 2025Q2: 2,950 shares; 2025Q3: 3,048 shares; 2025Q4: 1,393 shares; 2026Q1: 558 shares; 2026Q2: 978 shares 978 $486K 0.02% +420 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 1,094 shares; 2025Q1: 1,801 shares; 2025Q2: 1,898 shares; 2025Q3: 2,120 shares; 2025Q4: 2,117 shares; 2026Q1: 2,199 shares; 2026Q2: 3,195 shares 3,195 $484K 0.02% +996 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 919 shares 919 $480K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 46 shares; 2025Q4: 48 shares; 2026Q1: 51 shares; 2026Q2: 2,683 shares 2,683 $478K 0.02% +2,632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,617 shares; 2026Q1: 5,670 shares; 2026Q2: 7,575 shares 7,575 $476K 0.02% +1,905 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,687 shares; 2025Q4: not reported; 2026Q1: 4,487 shares; 2026Q2: 9,701 shares 9,701 $472K 0.02% +5,214 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,278 shares; 2024Q4: 22,278 shares; 2025Q1: 22,278 shares; 2025Q2: 22,278 shares; 2025Q3: 22,278 shares; 2025Q4: 22,278 shares; 2026Q1: 22,278 shares; 2026Q2: 22,278 shares 22,278 $469K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,398 shares 5,398 $467K 0.02% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,480 shares; 2024Q4: 25,064 shares; 2025Q1: 24,054 shares; 2025Q2: 24,070 shares; 2025Q3: 19,162 shares; 2025Q4: 21,406 shares; 2026Q1: 22,139 shares; 2026Q2: 20,465 shares 20,465 $466K 0.02% -1,674 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 569 shares; 2025Q3: 710 shares; 2025Q4: 696 shares; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $464K 0.02% new 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: 3,837 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,354 shares; 2026Q1: 4,354 shares; 2026Q2: 4,354 shares 4,354 $464K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares; 2026Q1: 1,128 shares; 2026Q2: 2,051 shares 2,051 $460K 0.02% +923 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 7,390 shares; 2025Q4: 11,063 shares; 2026Q1: 10,260 shares; 2026Q2: 10,485 shares 10,485 $458K 0.02% +225 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,355 shares; 2025Q4: 3,260 shares; 2026Q1: 2,891 shares; 2026Q2: 2,903 shares 2,903 $456K 0.02% +12 Timeline DSEP 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: 27,516 shares; 2024Q4: 27,408 shares; 2025Q1: 26,839 shares; 2025Q2: 25,271 shares; 2025Q3: 11,874 shares; 2025Q4: 10,697 shares; 2026Q1: 10,076 shares; 2026Q2: 9,602 shares 9,602 $456K 0.02% -474 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: not reported; 2025Q1: 3,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,382 shares 4,382 $453K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 505 shares; 2026Q2: 865 shares 865 $446K 0.02% +360 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,586 shares; 2024Q4: 19,030 shares; 2025Q1: 18,850 shares; 2025Q2: 18,748 shares; 2025Q3: 16,134 shares; 2025Q4: 12,714 shares; 2026Q1: 5,831 shares; 2026Q2: 2,638 shares 2,638 $440K 0.02% -3,193 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: 658 shares; 2026Q2: 835 shares 835 $440K 0.02% +177 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,342 shares; 2025Q3: 2,342 shares; 2025Q4: 2,087 shares; 2026Q1: 2,348 shares; 2026Q2: 2,350 shares 2,350 $439K 0.02% +2 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 14,414 shares; 2026Q1: 10,376 shares; 2026Q2: 8,253 shares 8,253 $439K 0.02% -2,123 Timeline FAPR 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: 12,262 shares; 2024Q4: 12,262 shares; 2025Q1: 12,262 shares; 2025Q2: 11,262 shares; 2025Q3: 10,026 shares; 2025Q4: 9,381 shares; 2026Q1: 9,381 shares; 2026Q2: 9,381 shares 9,381 $438K 0.02% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 918 shares; 2026Q2: 903 shares 903 $437K 0.02% -15 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: 4,980 shares; 2024Q4: 5,304 shares; 2025Q1: 5,434 shares; 2025Q2: 4,287 shares; 2025Q3: 4,550 shares; 2025Q4: 5,320 shares; 2026Q1: 3,300 shares; 2026Q2: 2,757 shares 2,757 $432K 0.02% -543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 606 shares 606 $426K 0.02% -102 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $426K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,509 shares; 2025Q4: 1,539 shares; 2026Q1: 1,613 shares; 2026Q2: 1,896 shares 1,896 $424K 0.02% +283 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,425 shares; 2024Q4: 13,168 shares; 2025Q1: 11,839 shares; 2025Q2: 10,675 shares; 2025Q3: 11,360 shares; 2025Q4: 10,511 shares; 2026Q1: 11,284 shares; 2026Q2: 12,152 shares 12,152 $423K 0.02% +868 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,865 shares; 2025Q1: 2,014 shares; 2025Q2: 2,092 shares; 2025Q3: 2,194 shares; 2025Q4: 2,218 shares; 2026Q1: 2,486 shares; 2026Q2: 2,671 shares 2,671 $417K 0.02% +185 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,457 shares 5,457 $416K 0.02% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 3,860 shares 3,860 $413K 0.02% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,913 shares; 2025Q2: 3,545 shares; 2025Q3: 3,653 shares; 2025Q4: 3,766 shares; 2026Q1: 4,219 shares; 2026Q2: 5,422 shares 5,422 $412K 0.02% +1,203 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,405 shares; 2025Q4: 1,419 shares; 2026Q1: 1,567 shares; 2026Q2: 1,731 shares 1,731 $411K 0.02% +164 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 4,138 shares; 2025Q4: 5,138 shares; 2026Q1: 5,138 shares; 2026Q2: 5,199 shares 5,199 $408K 0.02% +61 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares; 2026Q2: 1,053 shares 1,053 $406K 0.02% +293 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,360 shares 1,360 $405K 0.02% new Timeline PCY 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: 45,021 shares; 2024Q4: 43,454 shares; 2025Q1: 41,605 shares; 2025Q2: 39,983 shares; 2025Q3: 30,627 shares; 2025Q4: 25,043 shares; 2026Q1: 22,217 shares; 2026Q2: 18,276 shares 18,276 $396K 0.01% -3,941 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares; 2026Q1: 3,891 shares; 2026Q2: 3,892 shares 3,892 $392K 0.01% +1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,169 shares 1,169 $391K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 1,185 shares; 2025Q4: 1,100 shares; 2026Q1: 1,101 shares; 2026Q2: 1,643 shares 1,643 $391K 0.01% +542 Timeline FOCT 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: 6,571 shares; 2024Q4: 8,517 shares; 2025Q1: 7,817 shares; 2025Q2: 7,817 shares; 2025Q3: 7,461 shares; 2025Q4: 7,461 shares; 2026Q1: 7,461 shares; 2026Q2: 7,461 shares 7,461 $390K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,038 shares 1,038 $390K 0.01% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER 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: 16,906 shares; 2025Q4: 16,906 shares; 2026Q1: 24,141 shares; 2026Q2: 24,141 shares 24,141 $385K 0.01% 0 Timeline DJUL 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: 13,600 shares; 2024Q4: 13,261 shares; 2025Q1: 12,756 shares; 2025Q2: 12,170 shares; 2025Q3: 7,717 shares; 2025Q4: 7,630 shares; 2026Q1: 7,595 shares; 2026Q2: 7,595 shares 7,595 $381K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,232 shares 3,232 $379K 0.01% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 7,011 shares 7,011 $378K 0.01% +711 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 1,731 shares; 2026Q1: 1,731 shares; 2026Q2: 1,425 shares 1,425 $378K 0.01% -306 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: 12,125 shares; 2024Q4: 8,589 shares; 2025Q1: 12,021 shares; 2025Q2: 11,591 shares; 2025Q3: 13,446 shares; 2025Q4: 15,491 shares; 2026Q1: 16,047 shares; 2026Q2: 15,364 shares 15,364 $377K 0.01% -683 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,303 shares; 2025Q1: 14,847 shares; 2025Q2: 14,769 shares; 2025Q3: 10,875 shares; 2025Q4: 9,220 shares; 2026Q1: 4,923 shares; 2026Q2: 4,404 shares 4,404 $376K 0.01% -519 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $376K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,316 shares; 2025Q4: 3,337 shares; 2026Q1: 3,723 shares; 2026Q2: 4,909 shares 4,909 $372K 0.01% +1,186 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,108 shares; 2024Q4: 5,567 shares; 2025Q1: 3,640 shares; 2025Q2: 3,312 shares; 2025Q3: 1,963 shares; 2025Q4: 958 shares; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $370K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420 $370K 0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,291 shares; 2025Q1: 7,291 shares; 2025Q2: 7,511 shares; 2025Q3: 7,511 shares; 2025Q4: 7,561 shares; 2026Q1: 7,596 shares; 2026Q2: 7,916 shares 7,916 $366K 0.01% +320 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 19,369 shares; 2026Q2: 27,016 shares 27,016 $364K 0.01% +7,647 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,402 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,408 shares; 2025Q4: 1,438 shares; 2026Q1: 1,475 shares; 2026Q2: 2,000 shares 2,000 $359K 0.01% +525 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: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,799 shares; 2026Q1: 1,911 shares; 2026Q2: 2,123 shares 2,123 $359K 0.01% +212 Timeline FLWS 1 800 FLOWERS COM INC More: the full row for 1 800 FLOWERS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,005 shares; 2024Q4: 102,005 shares; 2025Q1: 102,005 shares; 2025Q2: 102,005 shares; 2025Q3: 102,005 shares; 2025Q4: 102,005 shares; 2026Q1: 102,005 shares; 2026Q2: 102,005 shares 102,005 $355K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,616 shares; 2024Q4: 4,003 shares; 2025Q1: 4,333 shares; 2025Q2: 4,671 shares; 2025Q3: not reported; 2025Q4: 1,853 shares; 2026Q1: 1,981 shares; 2026Q2: 2,412 shares 2,412 $352K 0.01% +431 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: 2,499 shares; 2025Q3: 1,919 shares; 2025Q4: 2,262 shares; 2026Q1: 2,925 shares; 2026Q2: 3,507 shares 3,507 $352K 0.01% +582 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: not reported; 2024Q4: 5,036 shares; 2025Q1: 5,002 shares; 2025Q2: 6,191 shares; 2025Q3: 5,826 shares; 2025Q4: 5,509 shares; 2026Q1: 5,272 shares; 2026Q2: 6,486 shares 6,486 $352K 0.01% +1,214 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,803 shares 13,803 $350K 0.01% new Timeline DJAN 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: 9,077 shares; 2024Q4: 9,077 shares; 2025Q1: 8,561 shares; 2025Q2: 8,561 shares; 2025Q3: 8,002 shares; 2025Q4: 7,673 shares; 2026Q1: 7,673 shares; 2026Q2: 7,673 shares 7,673 $349K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 1,152 shares 1,152 $347K 0.01% +111 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: 2,241 shares; 2024Q4: 2,366 shares; 2025Q1: 2,324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,276 shares; 2026Q2: 3,312 shares 3,312 $338K 0.01% +1,036 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 3,513 shares; 2025Q1: 3,548 shares; 2025Q2: 3,523 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares; 2026Q1: 3,711 shares; 2026Q2: 3,789 shares 3,789 $336K 0.01% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,597 shares; 2026Q2: 1,910 shares 1,910 $336K 0.01% +313 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,282 shares; 2024Q4: 5,067 shares; 2025Q1: 4,859 shares; 2025Q2: 1,781 shares; 2025Q3: 1,814 shares; 2025Q4: 1,290 shares; 2026Q1: 1,400 shares; 2026Q2: 2,045 shares 2,045 $335K 0.01% +645 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,170 shares; 2024Q4: 4,517 shares; 2025Q1: 4,413 shares; 2025Q2: 4,240 shares; 2025Q3: 4,256 shares; 2025Q4: 3,827 shares; 2026Q1: 522 shares; 2026Q2: 743 shares 743 $331K 0.01% +221 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,165 shares; 2026Q2: 4,230 shares 4,230 $329K 0.01% +1,065 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 3,105 shares; 2026Q1: 3,105 shares; 2026Q2: 3,105 shares 3,105 $327K 0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $326K 0.01% new 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: 24,087 shares; 2024Q4: 23,866 shares; 2025Q1: 21,619 shares; 2025Q2: 20,009 shares; 2025Q3: 20,437 shares; 2025Q4: 18,740 shares; 2026Q1: 17,941 shares; 2026Q2: 17,559 shares 17,559 $325K 0.01% -382 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: 4,417 shares; 2024Q4: 3,947 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,772 shares; 2026Q1: 3,492 shares; 2026Q2: 3,524 shares 3,524 $325K 0.01% +32 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,158 shares; 2025Q1: 5,597 shares; 2025Q2: 5,397 shares; 2025Q3: 5,367 shares; 2025Q4: 4,608 shares; 2026Q1: not reported; 2026Q2: 5,587 shares 5,587 $324K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares; 2026Q2: 3,816 shares 3,816 $323K 0.01% +815 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,351 shares 3,351 $322K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,828 shares; 2026Q1: 10,336 shares; 2026Q2: 9,665 shares 9,665 $322K 0.01% -671 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: 2,943 shares; 2024Q4: 3,250 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 2,940 shares; 2026Q1: 2,940 shares; 2026Q2: 2,790 shares 2,790 $321K 0.01% -150 Timeline FFEB 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: 6,213 shares; 2024Q4: 6,863 shares; 2025Q1: 7,145 shares; 2025Q2: 7,145 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 5,240 shares; 2026Q2: 5,240 shares 5,240 $320K 0.01% 0 Timeline PTH 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: 6,009 shares; 2024Q4: 7,393 shares; 2025Q1: 7,393 shares; 2025Q2: 7,022 shares; 2025Q3: 6,082 shares; 2025Q4: 6,087 shares; 2026Q1: 5,647 shares; 2026Q2: 5,287 shares 5,287 $316K 0.01% -360 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 3,640 shares; 2025Q4: not reported; 2026Q1: 2,360 shares; 2026Q2: 2,493 shares 2,493 $315K 0.01% +133 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,788 shares 15,788 $314K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,733 shares 6,733 $313K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,569 shares 14,569 $312K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 16,135 shares 16,135 $308K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,873 shares; 2024Q4: 11,996 shares; 2025Q1: 12,323 shares; 2025Q2: 11,497 shares; 2025Q3: 11,632 shares; 2025Q4: 10,904 shares; 2026Q1: 7,357 shares; 2026Q2: 6,226 shares 6,226 $308K 0.01% -1,131 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155 shares 155 $307K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,529 shares 2,529 $307K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,047 shares; 2026Q2: 889 shares 889 $305K 0.01% -158 Timeline TRGP TARGA RES CORP More: the full row for TARGA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,129 shares 1,129 $303K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,615 shares 3,615 $301K 0.01% new Timeline GAPR 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: 7,403 shares; 2024Q4: 7,403 shares; 2025Q1: 7,403 shares; 2025Q2: 7,403 shares; 2025Q3: 7,403 shares; 2025Q4: 7,173 shares; 2026Q1: 7,173 shares; 2026Q2: 7,173 shares 7,173 $299K 0.01% 0 Timeline USHY 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: 5,360 shares; 2026Q1: not reported; 2026Q2: 8,045 shares 8,045 $298K 0.01% new Timeline YJUN 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: 16,729 shares; 2024Q4: 15,284 shares; 2025Q1: 14,848 shares; 2025Q2: 13,153 shares; 2025Q3: 11,104 shares; 2025Q4: 11,104 shares; 2026Q1: 11,104 shares; 2026Q2: 11,104 shares 11,104 $298K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL 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: 4,362 shares; 2026Q2: 4,735 shares 4,735 $295K 0.01% +373 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 748 shares 748 $293K 0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,287 shares; 2024Q4: 78,468 shares; 2025Q1: 71,119 shares; 2025Q2: 68,544 shares; 2025Q3: 66,995 shares; 2025Q4: 64,871 shares; 2026Q1: 62,841 shares; 2026Q2: 9,235 shares 9,235 $292K 0.01% -53,606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 3,233 shares; 2026Q1: 3,233 shares; 2026Q2: 3,233 shares 3,233 $291K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $291K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares 1,688 $286K 0.01% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,309 shares; 2024Q4: 8,107 shares; 2025Q1: 8,020 shares; 2025Q2: 8,020 shares; 2025Q3: 8,020 shares; 2025Q4: 8,020 shares; 2026Q1: 8,020 shares; 2026Q2: 8,020 shares 8,020 $286K 0.01% 0 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,793 shares 3,793 $283K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: not reported; 2025Q4: 2,955 shares; 2026Q1: 3,391 shares; 2026Q2: 3,718 shares 3,718 $282K 0.01% +327 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: 6,629 shares; 2024Q4: 6,390 shares; 2025Q1: 4,294 shares; 2025Q2: 3,459 shares; 2025Q3: 3,091 shares; 2025Q4: 2,391 shares; 2026Q1: 1,334 shares; 2026Q2: 1,372 shares 1,372 $281K 0.01% +38 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $280K 0.01% new Timeline