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 loaded; 2024Q4: 4,510,417 shares; 2025Q1: 4,959,583 shares; 2025Q2: 5,344,939 shares; 2025Q3: 6,261,866 shares; 2025Q4: 6,470,093 shares; 2026Q1: 6,268,470 shares; 2026Q2: 6,481,606 shares 6,481,606 $441M 6.77% +213,136 Timeline JAVA 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 loaded; 2024Q4: not reported; 2025Q1: 2,803,939 shares; 2025Q2: 3,069,729 shares; 2025Q3: 3,844,734 shares; 2025Q4: 4,199,747 shares; 2026Q1: 4,765,340 shares; 2026Q2: 5,187,608 shares 5,187,608 $412M 6.33% +422,268 Timeline FBCG 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 loaded; 2024Q4: 5,304,068 shares; 2025Q1: 6,194,027 shares; 2025Q2: 6,228,360 shares; 2025Q3: 7,176,954 shares; 2025Q4: 7,168,069 shares; 2026Q1: 5,642,044 shares; 2026Q2: 5,514,169 shares 5,514,169 $342M 5.26% -127,875 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: not loaded; 2024Q4: 653,408 shares; 2025Q1: 1,584,082 shares; 2025Q2: 1,547,982 shares; 2025Q3: 1,530,698 shares; 2025Q4: 1,509,542 shares; 2026Q1: 468,814 shares; 2026Q2: 463,765 shares 463,765 $319M 4.89% -5,049 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,670,219 shares; 2026Q1: 7,445,617 shares; 2026Q2: 5,280,812 shares 5,280,812 $278M 4.28% -2,164,805 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 322,204 shares; 2025Q1: 331,723 shares; 2025Q2: 360,425 shares; 2025Q3: 375,360 shares; 2025Q4: 352,191 shares; 2026Q1: 347,015 shares; 2026Q2: 361,188 shares 361,188 $270M 4.16% +14,173 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,905,886 shares; 2025Q1: 2,161,893 shares; 2025Q2: 2,244,387 shares; 2025Q3: 2,659,509 shares; 2025Q4: 2,352,369 shares; 2026Q1: 2,107,222 shares; 2026Q2: 1,739,131 shares 1,739,131 $214M 3.29% -368,091 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,024,502 shares; 2025Q1: 3,303,756 shares; 2025Q2: 3,504,909 shares; 2025Q3: 4,267,381 shares; 2025Q4: 4,317,077 shares; 2026Q1: 1,936,319 shares; 2026Q2: 1,976,096 shares 1,976,096 $170M 2.61% +39,777 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 loaded; 2024Q4: 2,573,599 shares; 2025Q1: 2,391,352 shares; 2025Q2: 2,367,183 shares; 2025Q3: 2,554,199 shares; 2025Q4: 2,866,189 shares; 2026Q1: 2,862,506 shares; 2026Q2: 3,160,173 shares 3,160,173 $165M 2.54% +297,667 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: not loaded; 2024Q4: 1,201,244 shares; 2025Q1: 1,012,862 shares; 2025Q2: 1,065,950 shares; 2025Q3: 1,371,472 shares; 2025Q4: 961,964 shares; 2026Q1: 1,646,319 shares; 2026Q2: 2,080,637 shares 2,080,637 $159M 2.45% +434,318 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,702,590 shares; 2026Q2: 2,776,357 shares 2,776,357 $145M 2.23% +73,767 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: not loaded; 2024Q4: 8,809,902 shares; 2025Q1: 9,556,568 shares; 2025Q2: 9,733,745 shares; 2025Q3: 9,869,968 shares; 2025Q4: 10,181,189 shares; 2026Q1: 2,671,846 shares; 2026Q2: 3,049,078 shares 3,049,078 $139M 2.13% +377,232 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: not loaded; 2024Q4: 1,752,293 shares; 2025Q1: 1,411,891 shares; 2025Q2: 1,453,725 shares; 2025Q3: 1,489,967 shares; 2025Q4: 1,394,669 shares; 2026Q1: 1,308,185 shares; 2026Q2: 1,340,715 shares 1,340,715 $129M 1.99% +32,530 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: not loaded; 2024Q4: not reported; 2025Q1: 3,131 shares; 2025Q2: 3,760 shares; 2025Q3: 3,738 shares; 2025Q4: 2,841 shares; 2026Q1: 2,613 shares; 2026Q2: 311,153 shares 311,153 $127M 1.96% +308,540 Timeline BRTR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,352,265 shares; 2026Q1: 1,960,645 shares; 2026Q2: 2,363,407 shares 2,363,407 $119M 1.83% +402,762 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 402,035 shares; 2025Q1: 991,325 shares; 2025Q2: 1,110,959 shares; 2025Q3: 1,153,666 shares; 2025Q4: 1,191,033 shares; 2026Q1: 1,382,441 shares; 2026Q2: 1,420,427 shares 1,420,427 $104M 1.6% +37,986 Timeline JIRE 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 loaded; 2024Q4: not reported; 2025Q1: 1,086,279 shares; 2025Q2: 1,165,969 shares; 2025Q3: 1,481,410 shares; 2025Q4: 1,632,821 shares; 2026Q1: 1,109,538 shares; 2026Q2: 1,206,292 shares 1,206,292 $99.5M 1.53% +96,754 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: not loaded; 2024Q4: 25,522,515 shares; 2025Q1: 24,537,007 shares; 2025Q2: 24,538,059 shares; 2025Q3: 24,425,094 shares; 2025Q4: 24,483,419 shares; 2026Q1: 929,676 shares; 2026Q2: 982,632 shares 982,632 $97.3M 1.49% +52,956 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 537,319 shares; 2025Q2: 585,625 shares; 2025Q3: 612,456 shares; 2025Q4: 657,113 shares; 2026Q1: 1,287,643 shares; 2026Q2: 1,400,766 shares 1,400,766 $84.5M 1.3% +113,123 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: not loaded; 2024Q4: 7,438 shares; 2025Q1: 112,203 shares; 2025Q2: 105,240 shares; 2025Q3: 104,026 shares; 2025Q4: 102,243 shares; 2026Q1: 106,688 shares; 2026Q2: 111,180 shares 111,180 $81.9M 1.26% +4,492 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: not loaded; 2024Q4: 163,081 shares; 2025Q1: 198,810 shares; 2025Q2: 201,102 shares; 2025Q3: 219,939 shares; 2025Q4: 233,226 shares; 2026Q1: 237,510 shares; 2026Q2: 249,904 shares 249,904 $72.3M 1.11% +12,394 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,372 shares; 2025Q1: 14,524 shares; 2025Q2: 22,942 shares; 2025Q3: 55,424 shares; 2025Q4: 24,414 shares; 2026Q1: 2,514,722 shares; 2026Q2: 2,987,988 shares 2,987,988 $68.1M 1.05% +473,266 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576,423 shares; 2026Q1: 896,103 shares; 2026Q2: 739,777 shares 739,777 $66.9M 1.03% -156,326 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: not loaded; 2024Q4: 216,169 shares; 2025Q1: 256,250 shares; 2025Q2: 283,322 shares; 2025Q3: 293,034 shares; 2025Q4: 306,950 shares; 2026Q1: 308,369 shares; 2026Q2: 326,560 shares 326,560 $65.3M 1% +18,191 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 242,067 shares; 2025Q2: 482,864 shares; 2025Q3: 510,439 shares; 2025Q4: 468,630 shares; 2026Q1: 487,319 shares; 2026Q2: 536,921 shares 536,921 $63.1M 0.97% +49,602 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,444,766 shares; 2025Q2: 1,559,749 shares; 2025Q3: 1,644,946 shares; 2025Q4: 950,587 shares; 2026Q1: 1,814,543 shares; 2026Q2: 2,071,062 shares 2,071,062 $62.3M 0.96% +256,519 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900,649 shares; 2026Q2: 779,206 shares 779,206 $56.6M 0.87% -121,443 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 210,686 shares; 2025Q1: 198,462 shares; 2025Q2: 357,901 shares; 2025Q3: 394,347 shares; 2025Q4: 406,161 shares; 2026Q1: 522,773 shares; 2026Q2: 561,888 shares 561,888 $56.4M 0.87% +39,115 Timeline INMU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182,559 shares; 2026Q1: 1,871,246 shares; 2026Q2: 2,129,632 shares 2,129,632 $51.6M 0.79% +258,386 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: not loaded; 2024Q4: 90,762 shares; 2025Q1: 95,040 shares; 2025Q2: 109,705 shares; 2025Q3: 114,637 shares; 2025Q4: 116,462 shares; 2026Q1: 119,355 shares; 2026Q2: 124,051 shares 124,051 $46.3M 0.71% +4,696 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 139,683 shares; 2025Q1: 193,434 shares; 2025Q2: 264,742 shares; 2025Q3: 283,078 shares; 2025Q4: 309,896 shares; 2026Q1: 288,548 shares; 2026Q2: 294,370 shares 294,370 $40.5M 0.62% +5,822 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: not loaded; 2024Q4: 694,732 shares; 2025Q1: 1,774,500 shares; 2025Q2: 1,835,948 shares; 2025Q3: 2,201,665 shares; 2025Q4: 2,412,584 shares; 2026Q1: 486,116 shares; 2026Q2: 483,761 shares 483,761 $40.1M 0.62% -2,355 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,887 shares; 2026Q1: 146,539 shares; 2026Q2: 161,313 shares 161,313 $39.1M 0.6% +14,774 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: not loaded; 2024Q4: 158,404 shares; 2025Q1: 176,427 shares; 2025Q2: 188,149 shares; 2025Q3: 194,659 shares; 2025Q4: 203,000 shares; 2026Q1: 138,909 shares; 2026Q2: 146,672 shares 146,672 $35M 0.54% +7,763 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: not loaded; 2024Q4: 66,449 shares; 2025Q1: 73,095 shares; 2025Q2: 85,291 shares; 2025Q3: 86,195 shares; 2025Q4: 86,418 shares; 2026Q1: 89,454 shares; 2026Q2: 90,580 shares 90,580 $34.2M 0.53% +1,126 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 207,610 shares; 2025Q1: 560,530 shares; 2025Q2: 589,730 shares; 2025Q3: 615,365 shares; 2025Q4: 579,405 shares; 2026Q1: 395,791 shares; 2026Q2: 413,958 shares 413,958 $31.3M 0.48% +18,167 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: not loaded; 2024Q4: 57,169 shares; 2025Q1: 64,133 shares; 2025Q2: 72,940 shares; 2025Q3: 78,290 shares; 2025Q4: 80,213 shares; 2026Q1: 80,865 shares; 2026Q2: 85,062 shares 85,062 $30.4M 0.47% +4,197 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: not loaded; 2024Q4: 728,729 shares; 2025Q1: 475,403 shares; 2025Q2: 416,468 shares; 2025Q3: 404,926 shares; 2025Q4: 382,443 shares; 2026Q1: 365,596 shares; 2026Q2: 361,909 shares 361,909 $27.9M 0.43% -3,687 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: not loaded; 2024Q4: 61,943 shares; 2025Q1: 66,911 shares; 2025Q2: 73,899 shares; 2025Q3: 75,751 shares; 2025Q4: 76,525 shares; 2026Q1: 74,097 shares; 2026Q2: 75,894 shares 75,894 $24.8M 0.38% +1,797 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 565,671 shares; 2025Q1: 556,840 shares; 2025Q2: 522,502 shares; 2025Q3: 737,156 shares; 2025Q4: 702,258 shares; 2026Q1: 103,774 shares; 2026Q2: 94,407 shares 94,407 $23.8M 0.37% -9,367 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: not loaded; 2024Q4: 159,602 shares; 2025Q1: 184,426 shares; 2025Q2: 207,081 shares; 2025Q3: 214,595 shares; 2025Q4: 244,854 shares; 2026Q1: 213,882 shares; 2026Q2: 219,617 shares 219,617 $23.6M 0.36% +5,735 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: not loaded; 2024Q4: 144,264 shares; 2025Q1: 143,351 shares; 2025Q2: 143,086 shares; 2025Q3: 142,947 shares; 2025Q4: 143,154 shares; 2026Q1: 6,991 shares; 2026Q2: 31,417 shares 31,417 $23.5M 0.36% +24,426 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 loaded; 2024Q4: 33,288 shares; 2025Q1: 101,036 shares; 2025Q2: 99,804 shares; 2025Q3: 99,186 shares; 2025Q4: 99,887 shares; 2026Q1: 140,440 shares; 2026Q2: 139,122 shares 139,122 $22.9M 0.35% -1,318 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 loaded; 2024Q4: 246,734 shares; 2025Q1: 77,903 shares; 2025Q2: 71,592 shares; 2025Q3: 71,281 shares; 2025Q4: 68,817 shares; 2026Q1: 66,172 shares; 2026Q2: 64,414 shares 64,414 $22.1M 0.34% -1,758 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 loaded; 2024Q4: 361,850 shares; 2025Q1: 333,897 shares; 2025Q2: 313,896 shares; 2025Q3: 283,353 shares; 2025Q4: 261,676 shares; 2026Q1: 243,173 shares; 2026Q2: 224,652 shares 224,652 $21.7M 0.33% -18,521 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 863,953 shares; 2025Q1: 346,642 shares; 2025Q2: 275,544 shares; 2025Q3: 264,157 shares; 2025Q4: 243,860 shares; 2026Q1: 423,749 shares; 2026Q2: 422,772 shares 422,772 $21.4M 0.33% -977 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: not loaded; 2024Q4: 121,434 shares; 2025Q1: 125,094 shares; 2025Q2: 128,189 shares; 2025Q3: 138,177 shares; 2025Q4: 171,253 shares; 2026Q1: 179,240 shares; 2026Q2: 185,085 shares 185,085 $21M 0.32% +5,845 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: not loaded; 2024Q4: 36,898 shares; 2025Q1: 39,542 shares; 2025Q2: 47,663 shares; 2025Q3: 51,638 shares; 2025Q4: 53,928 shares; 2026Q1: 56,841 shares; 2026Q2: 58,684 shares 58,684 $20.7M 0.32% +1,843 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: not loaded; 2024Q4: 44,342 shares; 2025Q1: 43,632 shares; 2025Q2: 42,106 shares; 2025Q3: 42,002 shares; 2025Q4: 40,346 shares; 2026Q1: 40,245 shares; 2026Q2: 162,101 shares 162,101 $20.1M 0.31% +121,856 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: not loaded; 2024Q4: 19,539 shares; 2025Q1: 20,495 shares; 2025Q2: 21,140 shares; 2025Q3: 21,264 shares; 2025Q4: 19,761 shares; 2026Q1: 18,250 shares; 2026Q2: 18,505 shares 18,505 $19.7M 0.3% +255 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: not loaded; 2024Q4: 112,564 shares; 2025Q1: 78,467 shares; 2025Q2: 68,263 shares; 2025Q3: 66,454 shares; 2025Q4: 63,415 shares; 2026Q1: 60,276 shares; 2026Q2: 237,293 shares 237,293 $19.1M 0.29% +177,017 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368,452 shares; 2025Q3: 537,891 shares; 2025Q4: 548,417 shares; 2026Q1: 344,461 shares; 2026Q2: 349,709 shares 349,709 $18.7M 0.29% +5,248 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 loaded; 2024Q4: 10,283 shares; 2025Q1: 10,367 shares; 2025Q2: 25,462 shares; 2025Q3: 25,781 shares; 2025Q4: 221,338 shares; 2026Q1: 247,726 shares; 2026Q2: 359,313 shares 359,313 $18.2M 0.28% +111,587 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609,653 shares 609,653 $17.9M 0.28% new 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 loaded; 2024Q4: 5,691 shares; 2025Q1: 8,871 shares; 2025Q2: 8,873 shares; 2025Q3: 11,450 shares; 2025Q4: 12,503 shares; 2026Q1: 14,055 shares; 2026Q2: 15,536 shares 15,536 $17.9M 0.28% +1,481 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 326,853 shares; 2025Q1: 196,019 shares; 2025Q2: 157,309 shares; 2025Q3: 148,070 shares; 2025Q4: 137,213 shares; 2026Q1: 121,225 shares; 2026Q2: 119,182 shares 119,182 $17.7M 0.27% -2,043 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: not loaded; 2024Q4: 24,132 shares; 2025Q1: 29,244 shares; 2025Q2: 32,172 shares; 2025Q3: 36,381 shares; 2025Q4: 35,183 shares; 2026Q1: 30,605 shares; 2026Q2: 29,688 shares 29,688 $16.7M 0.26% -917 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,091 shares; 2025Q1: 124,731 shares; 2025Q2: 113,983 shares; 2025Q3: 112,855 shares; 2025Q4: 111,265 shares; 2026Q1: 103,231 shares; 2026Q2: 100,908 shares 100,908 $16.5M 0.25% -2,323 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: not loaded; 2024Q4: 22,600 shares; 2025Q1: 26,586 shares; 2025Q2: 33,725 shares; 2025Q3: 35,285 shares; 2025Q4: 38,663 shares; 2026Q1: 37,754 shares; 2026Q2: 38,535 shares 38,535 $16.2M 0.25% +781 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: not loaded; 2024Q4: 351,020 shares; 2025Q1: 367,208 shares; 2025Q2: 393,038 shares; 2025Q3: 564,406 shares; 2025Q4: 225,748 shares; 2026Q1: 72,150 shares; 2026Q2: 72,577 shares 72,577 $15.9M 0.24% +427 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: not loaded; 2024Q4: 17,188 shares; 2025Q1: 21,827 shares; 2025Q2: 23,845 shares; 2025Q3: 24,394 shares; 2025Q4: 25,281 shares; 2026Q1: 25,065 shares; 2026Q2: 27,057 shares 27,057 $15.7M 0.24% +1,992 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,278 shares; 2025Q1: 215,857 shares; 2025Q2: 27,345 shares; 2025Q3: 277,520 shares; 2025Q4: 273,055 shares; 2026Q1: 39,426 shares; 2026Q2: 39,622 shares 39,622 $14.5M 0.22% +196 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: not loaded; 2024Q4: 21,402 shares; 2025Q1: 24,841 shares; 2025Q2: 25,774 shares; 2025Q3: 25,684 shares; 2025Q4: 27,664 shares; 2026Q1: 27,382 shares; 2026Q2: 28,080 shares 28,080 $14.1M 0.22% +698 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: not loaded; 2024Q4: 61,277 shares; 2025Q1: 58,710 shares; 2025Q2: 57,413 shares; 2025Q3: 57,294 shares; 2025Q4: 56,051 shares; 2026Q1: 55,972 shares; 2026Q2: 55,768 shares 55,768 $13.5M 0.21% -204 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: not loaded; 2024Q4: 33,590 shares; 2025Q1: 36,623 shares; 2025Q2: 39,364 shares; 2025Q3: 39,556 shares; 2025Q4: 39,874 shares; 2026Q1: 38,576 shares; 2026Q2: 38,884 shares 38,884 $13.3M 0.2% +308 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: not loaded; 2024Q4: 8,800 shares; 2025Q1: 9,389 shares; 2025Q2: 8,767 shares; 2025Q3: 8,085 shares; 2025Q4: 9,853 shares; 2026Q1: 10,324 shares; 2026Q2: 11,000 shares 11,000 $13.2M 0.2% +676 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: not loaded; 2024Q4: 34,434 shares; 2025Q1: 35,521 shares; 2025Q2: 38,594 shares; 2025Q3: 41,208 shares; 2025Q4: 40,015 shares; 2026Q1: 38,860 shares; 2026Q2: 35,809 shares 35,809 $12.6M 0.19% -3,051 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 217,275 shares; 2025Q1: 171,507 shares; 2025Q2: 185,471 shares; 2025Q3: 192,263 shares; 2025Q4: 211,986 shares; 2026Q1: 280,091 shares; 2026Q2: 276,431 shares 276,431 $12.3M 0.19% -3,660 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: not loaded; 2024Q4: 26,620 shares; 2025Q1: 32,159 shares; 2025Q2: 35,526 shares; 2025Q3: 42,562 shares; 2025Q4: 45,222 shares; 2026Q1: 47,666 shares; 2026Q2: 46,596 shares 46,596 $11.8M 0.18% -1,070 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,947 shares; 2025Q4: not reported; 2026Q1: 229,940 shares; 2026Q2: 250,776 shares 250,776 $11.8M 0.18% +20,836 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 loaded; 2024Q4: 61,167 shares; 2025Q1: 120,045 shares; 2025Q2: 138,065 shares; 2025Q3: 138,638 shares; 2025Q4: 137,043 shares; 2026Q1: 132,338 shares; 2026Q2: 128,897 shares 128,897 $11.5M 0.18% -3,441 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,211 shares; 2025Q2: 346,276 shares; 2025Q3: 334,802 shares; 2025Q4: 343,585 shares; 2026Q1: 390,975 shares; 2026Q2: 436,590 shares 436,590 $11M 0.17% +45,615 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: not loaded; 2024Q4: 153,101 shares; 2025Q1: 128,918 shares; 2025Q2: 132,462 shares; 2025Q3: 130,928 shares; 2025Q4: 131,418 shares; 2026Q1: 140,859 shares; 2026Q2: 143,317 shares 143,317 $10.9M 0.17% +2,458 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: not loaded; 2024Q4: 8,536 shares; 2025Q1: 8,810 shares; 2025Q2: 9,457 shares; 2025Q3: 9,914 shares; 2025Q4: 10,090 shares; 2026Q1: 10,442 shares; 2026Q2: 10,504 shares 10,504 $10.6M 0.16% +62 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,285 shares; 2025Q1: 395,874 shares; 2025Q2: 524,379 shares; 2025Q3: 516,646 shares; 2025Q4: 505,577 shares; 2026Q1: 526,903 shares; 2026Q2: 517,206 shares 517,206 $10.6M 0.16% -9,697 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,253 shares; 2025Q1: 237,986 shares; 2025Q2: 571,694 shares; 2025Q3: 558,429 shares; 2025Q4: 472,897 shares; 2026Q1: 266,548 shares; 2026Q2: 207,752 shares 207,752 $10.5M 0.16% -58,796 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: not loaded; 2024Q4: 12,599 shares; 2025Q1: 11,624 shares; 2025Q2: 18,664 shares; 2025Q3: 19,767 shares; 2025Q4: 20,771 shares; 2026Q1: 22,287 shares; 2026Q2: 21,875 shares 21,875 $10.4M 0.16% -412 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,835 shares; 2025Q1: 134,163 shares; 2025Q2: 577,712 shares; 2025Q3: 609,684 shares; 2025Q4: 638,044 shares; 2026Q1: 215,577 shares; 2026Q2: 220,429 shares 220,429 $10.4M 0.16% +4,852 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,260 shares; 2025Q3: 126,306 shares; 2025Q4: 123,576 shares; 2026Q1: 284,473 shares; 2026Q2: 288,228 shares 288,228 $10M 0.15% +3,755 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: not loaded; 2024Q4: 13,726 shares; 2025Q1: 105,388 shares; 2025Q2: 125,165 shares; 2025Q3: 121,989 shares; 2025Q4: 119,824 shares; 2026Q1: 134,323 shares; 2026Q2: 139,576 shares 139,576 $9.94M 0.15% +5,253 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: not loaded; 2024Q4: 19,616 shares; 2025Q1: 23,754 shares; 2025Q2: 33,859 shares; 2025Q3: 38,051 shares; 2025Q4: 38,561 shares; 2026Q1: 37,866 shares; 2026Q2: 39,038 shares 39,038 $9.82M 0.15% +1,172 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: not loaded; 2024Q4: 54,367 shares; 2025Q1: 56,110 shares; 2025Q2: 58,318 shares; 2025Q3: 57,124 shares; 2025Q4: 53,015 shares; 2026Q1: 52,686 shares; 2026Q2: 53,981 shares 53,981 $9.77M 0.15% +1,295 Timeline PAB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213,246 shares; 2026Q2: 228,331 shares 228,331 $9.62M 0.15% +15,085 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,576 shares 67,576 $9.24M 0.14% new Timeline FQAL 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 loaded; 2024Q4: not reported; 2025Q1: 114,995 shares; 2025Q2: 119,494 shares; 2025Q3: 118,389 shares; 2025Q4: 119,490 shares; 2026Q1: 114,532 shares; 2026Q2: 110,357 shares 110,357 $8.98M 0.14% -4,175 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 178,348 shares; 2025Q1: 186,323 shares; 2025Q2: 219,226 shares; 2025Q3: 255,583 shares; 2025Q4: 282,291 shares; 2026Q1: 194,762 shares; 2026Q2: 194,258 shares 194,258 $8.88M 0.14% -504 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: not loaded; 2024Q4: 52,963 shares; 2025Q1: 43,709 shares; 2025Q2: 32,751 shares; 2025Q3: 46,529 shares; 2025Q4: 66,475 shares; 2026Q1: 66,315 shares; 2026Q2: 67,467 shares 67,467 $8.67M 0.13% +1,152 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: not loaded; 2024Q4: 566,606 shares; 2025Q1: 572,442 shares; 2025Q2: 326,396 shares; 2025Q3: 347,384 shares; 2025Q4: 298,005 shares; 2026Q1: 181,843 shares; 2026Q2: 162,865 shares 162,865 $8.57M 0.13% -18,978 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: not loaded; 2024Q4: 57,628 shares; 2025Q1: 58,941 shares; 2025Q2: 59,306 shares; 2025Q3: 59,008 shares; 2025Q4: 57,762 shares; 2026Q1: 20,173 shares; 2026Q2: 22,900 shares 22,900 $8.47M 0.13% +2,727 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: not loaded; 2024Q4: 30,597 shares; 2025Q1: 38,831 shares; 2025Q2: 34,592 shares; 2025Q3: 41,594 shares; 2025Q4: 42,331 shares; 2026Q1: 48,929 shares; 2026Q2: 50,841 shares 50,841 $8.43M 0.13% +1,912 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: not loaded; 2024Q4: 44,996 shares; 2025Q1: 48,666 shares; 2025Q2: 52,215 shares; 2025Q3: 54,437 shares; 2025Q4: 53,698 shares; 2026Q1: 55,240 shares; 2026Q2: 55,288 shares 55,288 $8.38M 0.13% +48 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: not loaded; 2024Q4: 19,433 shares; 2025Q1: 19,052 shares; 2025Q2: 19,603 shares; 2025Q3: 19,863 shares; 2025Q4: 19,534 shares; 2026Q1: 19,418 shares; 2026Q2: 19,479 shares 19,479 $8.3M 0.13% +61 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 76,009 shares; 2026Q2: 83,369 shares 83,369 $8.22M 0.13% +7,360 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: not loaded; 2024Q4: 5,147 shares; 2025Q1: 6,422 shares; 2025Q2: 8,297 shares; 2025Q3: 8,340 shares; 2025Q4: 9,417 shares; 2026Q1: 10,910 shares; 2026Q2: 11,256 shares 11,256 $8.14M 0.13% +346 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,771 shares; 2025Q1: 25,762 shares; 2025Q2: 29,312 shares; 2025Q3: 27,872 shares; 2025Q4: 30,089 shares; 2026Q1: 29,748 shares; 2026Q2: 28,910 shares 28,910 $8.13M 0.12% -838 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,358 shares; 2025Q3: 293,629 shares; 2025Q4: 306,579 shares; 2026Q1: 144,344 shares; 2026Q2: 152,104 shares 152,104 $8.12M 0.12% +7,760 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 loaded; 2024Q4: 65,707 shares; 2025Q1: 133,938 shares; 2025Q2: 137,470 shares; 2025Q3: 128,900 shares; 2025Q4: 132,600 shares; 2026Q1: 252,171 shares; 2026Q2: 171,994 shares 171,994 $7.94M 0.12% -80,177 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: not loaded; 2024Q4: 27,551 shares; 2025Q1: 37,183 shares; 2025Q2: not reported; 2025Q3: 47,284 shares; 2025Q4: 50,100 shares; 2026Q1: 50,186 shares; 2026Q2: 41,616 shares 41,616 $7.9M 0.12% -8,570 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: not loaded; 2024Q4: 711,460 shares; 2025Q1: 426,911 shares; 2025Q2: 445,172 shares; 2025Q3: 670,773 shares; 2025Q4: 262,188 shares; 2026Q1: 63,393 shares; 2026Q2: 63,066 shares 63,066 $7.85M 0.12% -327 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: not loaded; 2024Q4: 8,642 shares; 2025Q1: 80,329 shares; 2025Q2: 93,437 shares; 2025Q3: 89,319 shares; 2025Q4: 89,322 shares; 2026Q1: 100,384 shares; 2026Q2: 84,809 shares 84,809 $7.82M 0.12% -15,575 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: not loaded; 2024Q4: 6,141 shares; 2025Q1: 7,088 shares; 2025Q2: 7,672 shares; 2025Q3: 7,331 shares; 2025Q4: 7,219 shares; 2026Q1: 8,347 shares; 2026Q2: 8,300 shares 8,300 $7.76M 0.12% -47 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: not loaded; 2024Q4: 13,360 shares; 2025Q1: 16,265 shares; 2025Q2: 18,171 shares; 2025Q3: 20,611 shares; 2025Q4: 22,356 shares; 2026Q1: 22,521 shares; 2026Q2: 22,554 shares 22,554 $7.63M 0.12% +33 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: not loaded; 2024Q4: 36,673 shares; 2025Q1: 44,606 shares; 2025Q2: 71,671 shares; 2025Q3: 70,645 shares; 2025Q4: 75,966 shares; 2026Q1: 75,132 shares; 2026Q2: 91,373 shares 91,373 $7.43M 0.11% +16,241 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: not loaded; 2024Q4: 25,072 shares; 2025Q1: 12,386 shares; 2025Q2: 8,697 shares; 2025Q3: 42,644 shares; 2025Q4: 43,643 shares; 2026Q1: 52,018 shares; 2026Q2: 78,387 shares 78,387 $7.41M 0.11% +26,369 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: not loaded; 2024Q4: 38,626 shares; 2025Q1: 50,270 shares; 2025Q2: 53,528 shares; 2025Q3: 55,647 shares; 2025Q4: 59,085 shares; 2026Q1: 59,815 shares; 2026Q2: 61,969 shares 61,969 $7.28M 0.11% +2,154 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: not loaded; 2024Q4: 28,451 shares; 2025Q1: 20,885 shares; 2025Q2: 21,666 shares; 2025Q3: 22,692 shares; 2025Q4: 31,245 shares; 2026Q1: 27,293 shares; 2026Q2: 27,860 shares 27,860 $7.12M 0.11% +567 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: not loaded; 2024Q4: 13,446 shares; 2025Q1: 25,116 shares; 2025Q2: 27,869 shares; 2025Q3: 30,315 shares; 2025Q4: 30,017 shares; 2026Q1: 35,389 shares; 2026Q2: 50,719 shares 50,719 $7.08M 0.11% +15,330 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: not loaded; 2024Q4: 9,176 shares; 2025Q1: 9,114 shares; 2025Q2: 6,694 shares; 2025Q3: 6,981 shares; 2025Q4: 7,138 shares; 2026Q1: 8,152 shares; 2026Q2: 23,031 shares 23,031 $6.98M 0.11% +14,879 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,054 shares; 2026Q2: 97,136 shares 97,136 $6.81M 0.1% -4,918 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 loaded; 2024Q4: 7,634 shares; 2025Q1: 12,696 shares; 2025Q2: 12,558 shares; 2025Q3: 12,923 shares; 2025Q4: 13,786 shares; 2026Q1: 14,885 shares; 2026Q2: 15,516 shares 15,516 $6.72M 0.1% +631 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 loaded; 2024Q4: 2,390 shares; 2025Q1: 2,783 shares; 2025Q2: 5,489 shares; 2025Q3: 5,792 shares; 2025Q4: 5,739 shares; 2026Q1: 5,761 shares; 2026Q2: 5,677 shares 5,677 $6.67M 0.1% -84 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: not loaded; 2024Q4: 14,505 shares; 2025Q1: 12,162 shares; 2025Q2: 13,616 shares; 2025Q3: 14,054 shares; 2025Q4: 15,725 shares; 2026Q1: 18,010 shares; 2026Q2: 18,256 shares 18,256 $6.61M 0.1% +246 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,117 shares; 2025Q1: 93,749 shares; 2025Q2: 119,313 shares; 2025Q3: 122,131 shares; 2025Q4: 138,824 shares; 2026Q1: 164,065 shares; 2026Q2: 173,608 shares 173,608 $6.59M 0.1% +9,543 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: not loaded; 2024Q4: 70,248 shares; 2025Q1: 76,942 shares; 2025Q2: 107,709 shares; 2025Q3: 108,372 shares; 2025Q4: 116,523 shares; 2026Q1: 111,553 shares; 2026Q2: 115,526 shares 115,526 $6.58M 0.1% +3,973 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: not loaded; 2024Q4: 24,366 shares; 2025Q1: 24,418 shares; 2025Q2: 25,415 shares; 2025Q3: 27,558 shares; 2025Q4: 28,967 shares; 2026Q1: 24,981 shares; 2026Q2: 29,703 shares 29,703 $6.56M 0.1% +4,722 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 loaded; 2024Q4: 10,150 shares; 2025Q1: 11,506 shares; 2025Q2: 11,141 shares; 2025Q3: 13,450 shares; 2025Q4: 13,993 shares; 2026Q1: 15,424 shares; 2026Q2: 15,698 shares 15,698 $6.23M 0.1% +274 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,700 shares; 2025Q1: 124,822 shares; 2025Q2: 148,756 shares; 2025Q3: 173,353 shares; 2025Q4: 188,820 shares; 2026Q1: 154,370 shares; 2026Q2: 148,915 shares 148,915 $6.1M 0.09% -5,455 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: not loaded; 2024Q4: 822 shares; 2025Q1: 1,273 shares; 2025Q2: 1,504 shares; 2025Q3: 1,626 shares; 2025Q4: 1,777 shares; 2026Q1: 2,024 shares; 2026Q2: 19,705 shares 19,705 $5.95M 0.09% +17,681 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: not loaded; 2024Q4: 14,014 shares; 2025Q1: 17,226 shares; 2025Q2: 19,435 shares; 2025Q3: 21,823 shares; 2025Q4: 23,625 shares; 2026Q1: 24,465 shares; 2026Q2: 21,786 shares 21,786 $5.89M 0.09% -2,679 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: not loaded; 2024Q4: 59,108 shares; 2025Q1: 73,795 shares; 2025Q2: 76,104 shares; 2025Q3: 75,467 shares; 2025Q4: 73,097 shares; 2026Q1: 76,548 shares; 2026Q2: 79,743 shares 79,743 $5.74M 0.09% +3,195 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: not loaded; 2024Q4: 9,688 shares; 2025Q1: 12,857 shares; 2025Q2: 13,078 shares; 2025Q3: 13,758 shares; 2025Q4: 14,708 shares; 2026Q1: 15,009 shares; 2026Q2: 14,711 shares 14,711 $5.5M 0.08% -298 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,913 shares; 2025Q1: 24,321 shares; 2025Q2: 23,449 shares; 2025Q3: 23,425 shares; 2025Q4: 23,636 shares; 2026Q1: 26,228 shares; 2026Q2: 161,452 shares 161,452 $5.46M 0.08% +135,224 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,182 shares; 2025Q1: 157,040 shares; 2025Q2: 173,768 shares; 2025Q3: 184,045 shares; 2025Q4: 200,838 shares; 2026Q1: 127,880 shares; 2026Q2: 128,267 shares 128,267 $5.43M 0.08% +387 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,321 shares; 2025Q1: 88,739 shares; 2025Q2: 95,347 shares; 2025Q3: 96,982 shares; 2025Q4: 101,906 shares; 2026Q1: 105,227 shares; 2026Q2: 109,425 shares 109,425 $5.39M 0.08% +4,198 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,392 shares; 2026Q1: 233,694 shares; 2026Q2: 222,976 shares 222,976 $5.33M 0.08% -10,718 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: not loaded; 2024Q4: 17,514 shares; 2025Q1: 16,133 shares; 2025Q2: 9,945 shares; 2025Q3: 9,804 shares; 2025Q4: 11,264 shares; 2026Q1: 9,457 shares; 2026Q2: 12,729 shares 12,729 $5.29M 0.08% +3,272 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: not loaded; 2024Q4: 7,435 shares; 2025Q1: 8,628 shares; 2025Q2: 9,811 shares; 2025Q3: 10,421 shares; 2025Q4: 10,801 shares; 2026Q1: 10,669 shares; 2026Q2: 10,211 shares 10,211 $5.24M 0.08% -458 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: not loaded; 2024Q4: 46,053 shares; 2025Q1: 50,649 shares; 2025Q2: 50,888 shares; 2025Q3: 47,761 shares; 2025Q4: 38,780 shares; 2026Q1: 32,694 shares; 2026Q2: 35,575 shares 35,575 $5.22M 0.08% +2,881 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: not loaded; 2024Q4: 59,436 shares; 2025Q1: 54,616 shares; 2025Q2: 56,084 shares; 2025Q3: 57,036 shares; 2025Q4: 50,692 shares; 2026Q1: 50,736 shares; 2026Q2: 52,506 shares 52,506 $5.03M 0.08% +1,770 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,476 shares; 2025Q1: 100,976 shares; 2025Q2: 125,195 shares; 2025Q3: 122,575 shares; 2025Q4: 109,008 shares; 2026Q1: 110,892 shares; 2026Q2: 119,991 shares 119,991 $5.02M 0.08% +9,099 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,990 shares; 2025Q1: 27,608 shares; 2025Q2: 28,267 shares; 2025Q3: 31,659 shares; 2025Q4: 30,300 shares; 2026Q1: 30,637 shares; 2026Q2: 30,631 shares 30,631 $5.01M 0.08% -6 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: not loaded; 2024Q4: 13,045 shares; 2025Q1: 16,009 shares; 2025Q2: 19,511 shares; 2025Q3: 19,925 shares; 2025Q4: 21,494 shares; 2026Q1: 22,380 shares; 2026Q2: 23,231 shares 23,231 $4.86M 0.07% +851 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,845 shares; 2025Q3: 192,622 shares; 2025Q4: 203,922 shares; 2026Q1: 51,870 shares; 2026Q2: 52,428 shares 52,428 $4.82M 0.07% +558 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 291,963 shares; 2025Q1: 362,931 shares; 2025Q2: 78,726 shares; 2025Q3: 77,735 shares; 2025Q4: 81,301 shares; 2026Q1: 76,020 shares; 2026Q2: 54,705 shares 54,705 $4.73M 0.07% -21,315 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: not loaded; 2024Q4: 24,465 shares; 2025Q1: 30,534 shares; 2025Q2: 33,557 shares; 2025Q3: 35,054 shares; 2025Q4: 34,749 shares; 2026Q1: 35,594 shares; 2026Q2: 37,152 shares 37,152 $4.7M 0.07% +1,558 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: not loaded; 2024Q4: 12,595 shares; 2025Q1: 18,877 shares; 2025Q2: 24,080 shares; 2025Q3: 25,498 shares; 2025Q4: 29,322 shares; 2026Q1: 31,121 shares; 2026Q2: 31,790 shares 31,790 $4.45M 0.07% +669 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: not loaded; 2024Q4: 38,752 shares; 2025Q1: 32,647 shares; 2025Q2: 30,821 shares; 2025Q3: 30,387 shares; 2025Q4: 30,018 shares; 2026Q1: 30,056 shares; 2026Q2: 29,145 shares 29,145 $4.44M 0.07% -911 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: not loaded; 2024Q4: 15,120 shares; 2025Q1: 14,061 shares; 2025Q2: 13,931 shares; 2025Q3: 14,180 shares; 2025Q4: 14,247 shares; 2026Q1: 14,615 shares; 2026Q2: 14,597 shares 14,597 $4.39M 0.07% -18 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: not loaded; 2024Q4: 11,771 shares; 2025Q1: 13,590 shares; 2025Q2: 12,588 shares; 2025Q3: 11,761 shares; 2025Q4: 10,830 shares; 2026Q1: 13,169 shares; 2026Q2: 14,706 shares 14,706 $4.38M 0.07% +1,537 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,371 shares; 2026Q1: 108,032 shares; 2026Q2: 105,026 shares 105,026 $4.36M 0.07% -3,006 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: not loaded; 2024Q4: 105,556 shares; 2025Q1: 103,146 shares; 2025Q2: 111,717 shares; 2025Q3: 114,798 shares; 2025Q4: 86,084 shares; 2026Q1: 95,013 shares; 2026Q2: 100,757 shares 100,757 $4.27M 0.07% +5,744 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: not loaded; 2024Q4: 30,304 shares; 2025Q1: 32,960 shares; 2025Q2: 37,485 shares; 2025Q3: 38,451 shares; 2025Q4: 42,161 shares; 2026Q1: 45,613 shares; 2026Q2: 47,041 shares 47,041 $4.13M 0.06% +1,428 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 loaded; 2024Q4: 8,711 shares; 2025Q1: 7,596 shares; 2025Q2: 6,914 shares; 2025Q3: 6,935 shares; 2025Q4: 6,589 shares; 2026Q1: 5,856 shares; 2026Q2: 5,829 shares 5,829 $4.1M 0.06% -27 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: not loaded; 2024Q4: 26,274 shares; 2025Q1: 24,029 shares; 2025Q2: 21,603 shares; 2025Q3: 21,175 shares; 2025Q4: 18,839 shares; 2026Q1: 17,600 shares; 2026Q2: 17,290 shares 17,290 $4.09M 0.06% -310 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,730 shares; 2025Q1: 10,576 shares; 2025Q2: 10,252 shares; 2025Q3: 10,712 shares; 2025Q4: 10,611 shares; 2026Q1: 10,036 shares; 2026Q2: 9,785 shares 9,785 $4.06M 0.06% -251 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: not loaded; 2024Q4: 44,193 shares; 2025Q1: 48,002 shares; 2025Q2: 39,721 shares; 2025Q3: 42,258 shares; 2025Q4: 45,552 shares; 2026Q1: 32,934 shares; 2026Q2: 43,971 shares 43,971 $4.03M 0.06% +11,037 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 loaded; 2024Q4: 2,780 shares; 2025Q1: 7,200 shares; 2025Q2: 12,935 shares; 2025Q3: 16,131 shares; 2025Q4: 21,582 shares; 2026Q1: 24,488 shares; 2026Q2: 25,581 shares 25,581 $4.01M 0.06% +1,093 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: not loaded; 2024Q4: 11,225 shares; 2025Q1: 12,649 shares; 2025Q2: 12,325 shares; 2025Q3: 11,760 shares; 2025Q4: 12,817 shares; 2026Q1: 14,796 shares; 2026Q2: 14,681 shares 14,681 $3.99M 0.06% -115 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: not loaded; 2024Q4: 8,849 shares; 2025Q1: 9,371 shares; 2025Q2: 10,140 shares; 2025Q3: 10,101 shares; 2025Q4: 10,527 shares; 2026Q1: 10,690 shares; 2026Q2: 10,218 shares 10,218 $3.98M 0.06% -472 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,394 shares; 2025Q1: 1,324 shares; 2025Q2: 1,594 shares; 2025Q3: 1,452 shares; 2025Q4: 1,724 shares; 2026Q1: 1,971 shares; 2026Q2: 2,002 shares 2,002 $3.98M 0.06% +31 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 loaded; 2024Q4: 10,171 shares; 2025Q1: 11,367 shares; 2025Q2: 15,202 shares; 2025Q3: 17,061 shares; 2025Q4: 16,588 shares; 2026Q1: 15,879 shares; 2026Q2: 15,451 shares 15,451 $3.95M 0.06% -428 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: not loaded; 2024Q4: 20,039 shares; 2025Q1: 26,891 shares; 2025Q2: 32,145 shares; 2025Q3: 36,822 shares; 2025Q4: 44,285 shares; 2026Q1: 50,602 shares; 2026Q2: 47,649 shares 47,649 $3.94M 0.06% -2,953 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 loaded; 2024Q4: 1,652 shares; 2025Q1: 3,681 shares; 2025Q2: 4,274 shares; 2025Q3: 4,903 shares; 2025Q4: 5,181 shares; 2026Q1: 5,291 shares; 2026Q2: 5,488 shares 5,488 $3.91M 0.06% +197 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: not loaded; 2024Q4: 10,597 shares; 2025Q1: 11,257 shares; 2025Q2: 11,738 shares; 2025Q3: 11,339 shares; 2025Q4: 11,795 shares; 2026Q1: 11,802 shares; 2026Q2: 11,402 shares 11,402 $3.89M 0.06% -400 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,443 shares; 2025Q3: 84,875 shares; 2025Q4: 87,198 shares; 2026Q1: 60,529 shares; 2026Q2: 66,591 shares 66,591 $3.7M 0.06% +6,062 Timeline JIG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,862 shares; 2026Q2: 42,408 shares 42,408 $3.7M 0.06% +546 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 79,676 shares; 2025Q2: 81,050 shares; 2025Q3: 81,979 shares; 2025Q4: 102,235 shares; 2026Q1: 100,884 shares; 2026Q2: 108,936 shares 108,936 $3.69M 0.06% +8,052 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: not loaded; 2024Q4: 4,057 shares; 2025Q1: 4,316 shares; 2025Q2: 5,275 shares; 2025Q3: 5,466 shares; 2025Q4: 6,347 shares; 2026Q1: 6,573 shares; 2026Q2: 42,784 shares 42,784 $3.69M 0.06% +36,211 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 loaded; 2024Q4: 8,115 shares; 2025Q1: 13,911 shares; 2025Q2: 19,523 shares; 2025Q3: 20,287 shares; 2025Q4: 21,330 shares; 2026Q1: 21,179 shares; 2026Q2: 20,718 shares 20,718 $3.65M 0.06% -461 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: not loaded; 2024Q4: 14,740 shares; 2025Q1: 17,011 shares; 2025Q2: 17,753 shares; 2025Q3: 19,226 shares; 2025Q4: 20,834 shares; 2026Q1: 21,956 shares; 2026Q2: 24,824 shares 24,824 $3.64M 0.06% +2,868 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,156 shares; 2025Q1: 2,079 shares; 2025Q2: 2,535 shares; 2025Q3: 2,807 shares; 2025Q4: 3,379 shares; 2026Q1: 9,443 shares; 2026Q2: 11,560 shares 11,560 $3.62M 0.06% +2,117 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: not loaded; 2024Q4: 8,287 shares; 2025Q1: 9,193 shares; 2025Q2: 9,156 shares; 2025Q3: 9,112 shares; 2025Q4: 8,713 shares; 2026Q1: 7,477 shares; 2026Q2: 7,174 shares 7,174 $3.52M 0.05% -303 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,161 shares; 2026Q2: 1,515 shares 1,515 $3.44M 0.05% +354 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 loaded; 2024Q4: 17,649 shares; 2025Q1: 24,054 shares; 2025Q2: 26,928 shares; 2025Q3: 27,068 shares; 2025Q4: 29,241 shares; 2026Q1: 29,767 shares; 2026Q2: 29,288 shares 29,288 $3.42M 0.05% -479 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: not loaded; 2024Q4: 2,961 shares; 2025Q1: 3,614 shares; 2025Q2: 4,398 shares; 2025Q3: 4,471 shares; 2025Q4: 4,633 shares; 2026Q1: 9,442 shares; 2026Q2: 10,762 shares 10,762 $3.39M 0.05% +1,320 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: not loaded; 2024Q4: 16,030 shares; 2025Q1: 16,767 shares; 2025Q2: 15,074 shares; 2025Q3: 16,832 shares; 2025Q4: 7,589 shares; 2026Q1: 8,247 shares; 2026Q2: 11,145 shares 11,145 $3.38M 0.05% +2,898 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: not loaded; 2024Q4: 4,204 shares; 2025Q1: 5,104 shares; 2025Q2: 5,521 shares; 2025Q3: 5,376 shares; 2025Q4: 50,373 shares; 2026Q1: 55,214 shares; 2026Q2: 46,766 shares 46,766 $3.34M 0.05% -8,448 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: not loaded; 2024Q4: 3,971 shares; 2025Q1: 5,067 shares; 2025Q2: 5,323 shares; 2025Q3: 5,767 shares; 2025Q4: 5,074 shares; 2026Q1: 6,245 shares; 2026Q2: 6,389 shares 6,389 $3.32M 0.05% +144 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: not loaded; 2024Q4: 15,544 shares; 2025Q1: 18,943 shares; 2025Q2: 20,402 shares; 2025Q3: 21,655 shares; 2025Q4: 22,475 shares; 2026Q1: 22,895 shares; 2026Q2: 22,531 shares 22,531 $3.29M 0.05% -364 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: not loaded; 2024Q4: 3,708 shares; 2025Q1: 4,715 shares; 2025Q2: 5,173 shares; 2025Q3: 5,112 shares; 2025Q4: 5,055 shares; 2026Q1: 5,057 shares; 2026Q2: 5,092 shares 5,092 $3.23M 0.05% +35 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 loaded; 2024Q4: 53,362 shares; 2025Q1: 12,240 shares; 2025Q2: 17,982 shares; 2025Q3: 17,424 shares; 2025Q4: 19,753 shares; 2026Q1: 20,916 shares; 2026Q2: 48,651 shares 48,651 $3.06M 0.05% +27,735 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: not loaded; 2024Q4: 9,734 shares; 2025Q1: 9,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,602 shares; 2026Q1: 73,927 shares; 2026Q2: 59,482 shares 59,482 $3.03M 0.05% -14,445 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 loaded; 2024Q4: 223,704 shares; 2025Q1: 179,571 shares; 2025Q2: 163,280 shares; 2025Q3: 94,751 shares; 2025Q4: 94,313 shares; 2026Q1: 88,754 shares; 2026Q2: 81,550 shares 81,550 $3.02M 0.05% -7,204 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: not loaded; 2024Q4: 2,191 shares; 2025Q1: 2,223 shares; 2025Q2: 1,842 shares; 2025Q3: 1,981 shares; 2025Q4: 3,388 shares; 2026Q1: 2,936 shares; 2026Q2: 25,064 shares 25,064 $3M 0.05% +22,128 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,558 shares; 2025Q1: 92,791 shares; 2025Q2: 86,111 shares; 2025Q3: 81,922 shares; 2025Q4: 71,228 shares; 2026Q1: 66,306 shares; 2026Q2: 64,384 shares 64,384 $2.96M 0.05% -1,922 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 loaded; 2024Q4: 3,738 shares; 2025Q1: 4,093 shares; 2025Q2: 6,002 shares; 2025Q3: 5,960 shares; 2025Q4: 6,835 shares; 2026Q1: 8,649 shares; 2026Q2: 9,776 shares 9,776 $2.91M 0.04% +1,127 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: not loaded; 2024Q4: 5,333 shares; 2025Q1: 7,298 shares; 2025Q2: 7,242 shares; 2025Q3: 7,295 shares; 2025Q4: 7,508 shares; 2026Q1: 6,821 shares; 2026Q2: 8,525 shares 8,525 $2.91M 0.04% +1,704 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: not loaded; 2024Q4: 1,848 shares; 2025Q1: 2,286 shares; 2025Q2: 2,974 shares; 2025Q3: 2,832 shares; 2025Q4: 3,062 shares; 2026Q1: 3,323 shares; 2026Q2: 3,802 shares 3,802 $2.9M 0.04% +479 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: not loaded; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 4,110 shares; 2025Q3: 3,949 shares; 2025Q4: 3,843 shares; 2026Q1: 34,260 shares; 2026Q2: 36,052 shares 36,052 $2.88M 0.04% +1,792 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: not loaded; 2024Q4: 27,802 shares; 2025Q1: 20,617 shares; 2025Q2: 22,491 shares; 2025Q3: 21,366 shares; 2025Q4: 20,915 shares; 2026Q1: 21,841 shares; 2026Q2: 27,622 shares 27,622 $2.87M 0.04% +5,781 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415,915 shares; 2025Q3: 695,209 shares; 2025Q4: 266,283 shares; 2026Q1: 18,974 shares; 2026Q2: 24,862 shares 24,862 $2.84M 0.04% +5,888 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,850 shares; 2026Q2: 94,839 shares 94,839 $2.83M 0.04% +5,989 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: not loaded; 2024Q4: 11,940 shares; 2025Q1: 13,503 shares; 2025Q2: 17,351 shares; 2025Q3: 19,390 shares; 2025Q4: 22,945 shares; 2026Q1: 24,067 shares; 2026Q2: 21,878 shares 21,878 $2.76M 0.04% -2,189 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,598 shares; 2026Q2: 65,126 shares 65,126 $2.74M 0.04% +6,528 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,624 shares; 2025Q3: 1,820 shares; 2025Q4: 2,061 shares; 2026Q1: 2,471 shares; 2026Q2: 2,797 shares 2,797 $2.7M 0.04% +326 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,784 shares; 2025Q1: 6,023 shares; 2025Q2: 8,364 shares; 2025Q3: 9,052 shares; 2025Q4: 10,231 shares; 2026Q1: 11,503 shares; 2026Q2: 35,002 shares 35,002 $2.67M 0.04% +23,499 Timeline BBUS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,538 shares 19,538 $2.63M 0.04% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,308 shares; 2025Q1: 7,679 shares; 2025Q2: 7,919 shares; 2025Q3: 7,908 shares; 2025Q4: 7,802 shares; 2026Q1: 8,369 shares; 2026Q2: 8,022 shares 8,022 $2.55M 0.04% -347 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: not loaded; 2024Q4: 15,558 shares; 2025Q1: 17,251 shares; 2025Q2: 24,861 shares; 2025Q3: 26,835 shares; 2025Q4: 33,591 shares; 2026Q1: 38,568 shares; 2026Q2: 41,529 shares 41,529 $2.51M 0.04% +2,961 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: not loaded; 2024Q4: 19,606 shares; 2025Q1: 19,327 shares; 2025Q2: 19,174 shares; 2025Q3: 19,296 shares; 2025Q4: 19,313 shares; 2026Q1: 19,168 shares; 2026Q2: 91,477 shares 91,477 $2.51M 0.04% +72,309 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,653 shares; 2025Q2: 15,227 shares; 2025Q3: 16,374 shares; 2025Q4: 13,327 shares; 2026Q1: 15,808 shares; 2026Q2: 16,001 shares 16,001 $2.48M 0.04% +193 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 35,922 shares; 2025Q2: 42,715 shares; 2025Q3: 47,442 shares; 2025Q4: 51,427 shares; 2026Q1: 57,337 shares; 2026Q2: 65,063 shares 65,063 $2.44M 0.04% +7,726 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: not loaded; 2024Q4: 23,455 shares; 2025Q1: 32,624 shares; 2025Q2: 35,510 shares; 2025Q3: 38,557 shares; 2025Q4: 38,867 shares; 2026Q1: 41,871 shares; 2026Q2: 39,240 shares 39,240 $2.43M 0.04% -2,631 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: not loaded; 2024Q4: 1,479 shares; 2025Q1: 1,825 shares; 2025Q2: 2,025 shares; 2025Q3: 2,105 shares; 2025Q4: 2,371 shares; 2026Q1: 2,585 shares; 2026Q2: 2,453 shares 2,453 $2.4M 0.04% -132 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: not loaded; 2024Q4: 24,658 shares; 2025Q1: 24,829 shares; 2025Q2: 24,308 shares; 2025Q3: 15,304 shares; 2025Q4: 15,218 shares; 2026Q1: 15,100 shares; 2026Q2: 14,852 shares 14,852 $2.35M 0.04% -248 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: not loaded; 2024Q4: 5,984 shares; 2025Q1: 7,165 shares; 2025Q2: 10,586 shares; 2025Q3: 10,576 shares; 2025Q4: 11,183 shares; 2026Q1: 10,967 shares; 2026Q2: 10,711 shares 10,711 $2.32M 0.04% -256 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,846 shares; 2025Q4: 3,476 shares; 2026Q1: 4,030 shares; 2026Q2: 3,626 shares 3,626 $2.32M 0.04% -404 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: not loaded; 2024Q4: 110,919 shares; 2025Q1: 133,985 shares; 2025Q2: 141,152 shares; 2025Q3: 145,664 shares; 2025Q4: 118,234 shares; 2026Q1: 125,035 shares; 2026Q2: 111,711 shares 111,711 $2.31M 0.04% -13,324 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 loaded; 2024Q4: 12,951 shares; 2025Q1: 16,482 shares; 2025Q2: 19,950 shares; 2025Q3: 21,930 shares; 2025Q4: 23,100 shares; 2026Q1: 23,662 shares; 2026Q2: 24,089 shares 24,089 $2.29M 0.04% +427 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: not loaded; 2024Q4: 14,765 shares; 2025Q1: 24,505 shares; 2025Q2: 17,092 shares; 2025Q3: 15,835 shares; 2025Q4: 16,865 shares; 2026Q1: 16,993 shares; 2026Q2: 14,459 shares 14,459 $2.27M 0.03% -2,534 Timeline FLQL 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 loaded; 2024Q4: 33,751 shares; 2025Q1: 31,908 shares; 2025Q2: 31,495 shares; 2025Q3: 31,668 shares; 2025Q4: 31,762 shares; 2026Q1: 31,753 shares; 2026Q2: 28,782 shares 28,782 $2.25M 0.03% -2,971 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,362 shares; 2025Q2: 24,782 shares; 2025Q3: 24,782 shares; 2025Q4: 54,615 shares; 2026Q1: 54,636 shares; 2026Q2: 65,588 shares 65,588 $2.25M 0.03% +10,952 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: not loaded; 2024Q4: 9,954 shares; 2025Q1: 10,220 shares; 2025Q2: 11,050 shares; 2025Q3: 14,239 shares; 2025Q4: 16,584 shares; 2026Q1: 18,028 shares; 2026Q2: 16,285 shares 16,285 $2.21M 0.03% -1,743 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,232 shares; 2025Q1: 69,869 shares; 2025Q2: 89,748 shares; 2025Q3: 98,539 shares; 2025Q4: 42,831 shares; 2026Q1: 43,813 shares; 2026Q2: 47,810 shares 47,810 $2.19M 0.03% +3,997 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,955 shares; 2025Q1: 23,390 shares; 2025Q2: 22,429 shares; 2025Q3: 22,367 shares; 2025Q4: 22,451 shares; 2026Q1: 22,158 shares; 2026Q2: 22,178 shares 22,178 $2.18M 0.03% +20 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 loaded; 2024Q4: 6,225 shares; 2025Q1: 7,234 shares; 2025Q2: 8,423 shares; 2025Q3: 9,665 shares; 2025Q4: 10,313 shares; 2026Q1: 11,638 shares; 2026Q2: 12,829 shares 12,829 $2.18M 0.03% +1,191 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: not loaded; 2024Q4: 4,638 shares; 2025Q1: 5,306 shares; 2025Q2: 5,822 shares; 2025Q3: 5,868 shares; 2025Q4: 5,815 shares; 2026Q1: 5,164 shares; 2026Q2: 5,311 shares 5,311 $2.16M 0.03% +147 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: not loaded; 2024Q4: 6,409 shares; 2025Q1: 8,832 shares; 2025Q2: 7,866 shares; 2025Q3: 9,311 shares; 2025Q4: 12,451 shares; 2026Q1: 14,461 shares; 2026Q2: 15,957 shares 15,957 $2.16M 0.03% +1,496 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: not loaded; 2024Q4: 6,888 shares; 2025Q1: 8,693 shares; 2025Q2: 8,771 shares; 2025Q3: 8,476 shares; 2025Q4: 8,536 shares; 2026Q1: 7,835 shares; 2026Q2: 7,625 shares 7,625 $2.14M 0.03% -210 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: not loaded; 2024Q4: 12,700 shares; 2025Q1: 15,103 shares; 2025Q2: 18,779 shares; 2025Q3: 20,847 shares; 2025Q4: 20,270 shares; 2026Q1: 17,886 shares; 2026Q2: 19,249 shares 19,249 $2.12M 0.03% +1,363 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: not loaded; 2024Q4: 6,985 shares; 2025Q1: 7,415 shares; 2025Q2: 7,532 shares; 2025Q3: 7,864 shares; 2025Q4: 6,243 shares; 2026Q1: 6,995 shares; 2026Q2: 7,030 shares 7,030 $2.06M 0.03% +35 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: not loaded; 2024Q4: 119,896 shares; 2025Q1: 124,066 shares; 2025Q2: 103,428 shares; 2025Q3: 59,234 shares; 2025Q4: 40,464 shares; 2026Q1: 34,527 shares; 2026Q2: 32,953 shares 32,953 $2.05M 0.03% -1,574 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: not loaded; 2024Q4: 4,905 shares; 2025Q1: 5,555 shares; 2025Q2: 6,897 shares; 2025Q3: 7,358 shares; 2025Q4: 7,767 shares; 2026Q1: 7,959 shares; 2026Q2: 8,304 shares 8,304 $2.04M 0.03% +345 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,216 shares; 2025Q1: 10,026 shares; 2025Q2: 10,387 shares; 2025Q3: 10,584 shares; 2025Q4: 9,730 shares; 2026Q1: 9,454 shares; 2026Q2: 9,875 shares 9,875 $2.03M 0.03% +421 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,855 shares; 2026Q2: 39,771 shares 39,771 $2.02M 0.03% +916 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 loaded; 2024Q4: 1,580 shares; 2025Q1: 1,736 shares; 2025Q2: 2,196 shares; 2025Q3: 2,367 shares; 2025Q4: 2,485 shares; 2026Q1: 2,204 shares; 2026Q2: 2,091 shares 2,091 $2.01M 0.03% -113 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 loaded; 2024Q4: not reported; 2025Q1: 2,426 shares; 2025Q2: 3,601 shares; 2025Q3: 4,391 shares; 2025Q4: 4,011 shares; 2026Q1: 4,738 shares; 2026Q2: 4,645 shares 4,645 $2M 0.03% -93 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: not loaded; 2024Q4: 6,203 shares; 2025Q1: 7,413 shares; 2025Q2: 7,850 shares; 2025Q3: 8,192 shares; 2025Q4: 9,835 shares; 2026Q1: 11,186 shares; 2026Q2: 9,029 shares 9,029 $1.99M 0.03% -2,157 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: not loaded; 2024Q4: 22,826 shares; 2025Q1: 23,252 shares; 2025Q2: 29,181 shares; 2025Q3: 28,343 shares; 2025Q4: 27,591 shares; 2026Q1: 27,035 shares; 2026Q2: 26,621 shares 26,621 $1.98M 0.03% -414 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,139 shares; 2025Q2: 29,741 shares; 2025Q3: 40,705 shares; 2025Q4: 48,979 shares; 2026Q1: 52,215 shares; 2026Q2: 55,475 shares 55,475 $1.95M 0.03% +3,260 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: not loaded; 2024Q4: 2,388 shares; 2025Q1: 3,113 shares; 2025Q2: 2,463 shares; 2025Q3: 3,709 shares; 2025Q4: 4,902 shares; 2026Q1: 4,395 shares; 2026Q2: 3,837 shares 3,837 $1.92M 0.03% -558 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,220 shares; 2025Q3: 30,601 shares; 2025Q4: 10,117 shares; 2026Q1: 10,352 shares; 2026Q2: 11,895 shares 11,895 $1.92M 0.03% +1,543 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: not loaded; 2024Q4: 5,369 shares; 2025Q1: 5,488 shares; 2025Q2: 4,989 shares; 2025Q3: 5,016 shares; 2025Q4: 11,695 shares; 2026Q1: 10,380 shares; 2026Q2: 9,906 shares 9,906 $1.89M 0.03% -474 Timeline JVAL 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 loaded; 2024Q4: 31,152 shares; 2025Q1: 32,199 shares; 2025Q2: 31,433 shares; 2025Q3: 31,463 shares; 2025Q4: 31,552 shares; 2026Q1: 32,567 shares; 2026Q2: 32,152 shares 32,152 $1.89M 0.03% -415 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: not loaded; 2024Q4: 10,953 shares; 2025Q1: 14,203 shares; 2025Q2: 15,207 shares; 2025Q3: 16,368 shares; 2025Q4: 17,092 shares; 2026Q1: 17,786 shares; 2026Q2: 19,588 shares 19,588 $1.89M 0.03% +1,802 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 loaded; 2024Q4: 16,598 shares; 2025Q1: 17,251 shares; 2025Q2: 23,168 shares; 2025Q3: 24,116 shares; 2025Q4: 24,192 shares; 2026Q1: 24,337 shares; 2026Q2: 24,745 shares 24,745 $1.88M 0.03% +408 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: not loaded; 2024Q4: 7,014 shares; 2025Q1: 7,662 shares; 2025Q2: 8,085 shares; 2025Q3: 7,817 shares; 2025Q4: 7,778 shares; 2026Q1: 7,691 shares; 2026Q2: 7,841 shares 7,841 $1.87M 0.03% +150 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: not loaded; 2024Q4: 6,761 shares; 2025Q1: 12,741 shares; 2025Q2: 14,735 shares; 2025Q3: 14,839 shares; 2025Q4: 15,518 shares; 2026Q1: 15,716 shares; 2026Q2: 17,974 shares 17,974 $1.86M 0.03% +2,258 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: not loaded; 2024Q4: 6,505 shares; 2025Q1: 10,066 shares; 2025Q2: 10,736 shares; 2025Q3: 11,071 shares; 2025Q4: 12,309 shares; 2026Q1: 10,083 shares; 2026Q2: 10,061 shares 10,061 $1.86M 0.03% -22 Timeline LCTU 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 loaded; 2024Q4: 20,804 shares; 2025Q1: 20,400 shares; 2025Q2: 22,542 shares; 2025Q3: 24,451 shares; 2025Q4: 24,213 shares; 2026Q1: 22,972 shares; 2026Q2: 22,907 shares 22,907 $1.84M 0.03% -65 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: not loaded; 2024Q4: 5,451 shares; 2025Q1: 5,948 shares; 2025Q2: 6,302 shares; 2025Q3: 10,336 shares; 2025Q4: 13,857 shares; 2026Q1: 15,181 shares; 2026Q2: 15,959 shares 15,959 $1.83M 0.03% +778 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: not loaded; 2024Q4: 21,124 shares; 2025Q1: 20,241 shares; 2025Q2: 15,077 shares; 2025Q3: 12,617 shares; 2025Q4: 14,695 shares; 2026Q1: 15,913 shares; 2026Q2: 16,430 shares 16,430 $1.77M 0.03% +517 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: not loaded; 2024Q4: 2,907 shares; 2025Q1: 2,997 shares; 2025Q2: 3,709 shares; 2025Q3: 3,692 shares; 2025Q4: 4,123 shares; 2026Q1: 4,466 shares; 2026Q2: 4,670 shares 4,670 $1.73M 0.03% +204 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: not loaded; 2024Q4: 23,736 shares; 2025Q1: 26,499 shares; 2025Q2: 29,447 shares; 2025Q3: 33,760 shares; 2025Q4: 32,569 shares; 2026Q1: 26,002 shares; 2026Q2: 18,978 shares 18,978 $1.72M 0.03% -7,024 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,647 shares; 2025Q3: 15,389 shares; 2025Q4: 20,469 shares; 2026Q1: 21,449 shares; 2026Q2: 45,874 shares 45,874 $1.72M 0.03% +24,425 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: not loaded; 2024Q4: 31,067 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares; 2025Q4: 36,135 shares; 2026Q1: 36,129 shares; 2026Q2: 36,106 shares 36,106 $1.71M 0.03% -23 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,561 shares; 2025Q1: 9,258 shares; 2025Q2: 12,749 shares; 2025Q3: 14,662 shares; 2025Q4: 16,593 shares; 2026Q1: 17,653 shares; 2026Q2: 18,196 shares 18,196 $1.7M 0.03% +543 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: not loaded; 2024Q4: 3,458 shares; 2025Q1: 4,364 shares; 2025Q2: 7,563 shares; 2025Q3: 8,926 shares; 2025Q4: 8,941 shares; 2026Q1: 8,433 shares; 2026Q2: 8,462 shares 8,462 $1.7M 0.03% +29 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: not loaded; 2024Q4: 2,296 shares; 2025Q1: 3,230 shares; 2025Q2: 3,185 shares; 2025Q3: 2,930 shares; 2025Q4: 3,587 shares; 2026Q1: 3,634 shares; 2026Q2: 3,382 shares 3,382 $1.68M 0.03% -252 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 loaded; 2024Q4: 237 shares; 2025Q1: 254 shares; 2025Q2: 322 shares; 2025Q3: 335 shares; 2025Q4: 336 shares; 2026Q1: 328 shares; 2026Q2: 9,391 shares 9,391 $1.67M 0.03% +9,063 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: not loaded; 2024Q4: 2,636 shares; 2025Q1: 3,719 shares; 2025Q2: 4,612 shares; 2025Q3: 4,980 shares; 2025Q4: 4,940 shares; 2026Q1: 4,738 shares; 2026Q2: 4,707 shares 4,707 $1.67M 0.03% -31 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 loaded; 2024Q4: 4,308 shares; 2025Q1: 5,145 shares; 2025Q2: 6,202 shares; 2025Q3: 6,401 shares; 2025Q4: 6,911 shares; 2026Q1: 6,891 shares; 2026Q2: 7,338 shares 7,338 $1.67M 0.03% +447 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: not loaded; 2024Q4: 7,061 shares; 2025Q1: 11,615 shares; 2025Q2: 12,643 shares; 2025Q3: 12,398 shares; 2025Q4: 11,762 shares; 2026Q1: 12,174 shares; 2026Q2: 12,157 shares 12,157 $1.66M 0.03% -17 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 loaded; 2024Q4: 3,434 shares; 2025Q1: 5,759 shares; 2025Q2: 8,110 shares; 2025Q3: 10,206 shares; 2025Q4: 10,452 shares; 2026Q1: 11,162 shares; 2026Q2: 10,590 shares 10,590 $1.66M 0.03% -572 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: not loaded; 2024Q4: 6,601 shares; 2025Q1: 7,476 shares; 2025Q2: 8,381 shares; 2025Q3: 7,987 shares; 2025Q4: 6,646 shares; 2026Q1: 6,288 shares; 2026Q2: 7,345 shares 7,345 $1.64M 0.03% +1,057 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 loaded; 2024Q4: 3,610 shares; 2025Q1: 5,336 shares; 2025Q2: 5,233 shares; 2025Q3: 4,442 shares; 2025Q4: 12,250 shares; 2026Q1: 10,138 shares; 2026Q2: 10,658 shares 10,658 $1.64M 0.03% +520 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: not loaded; 2024Q4: 5,596 shares; 2025Q1: 6,695 shares; 2025Q2: 6,548 shares; 2025Q3: 6,479 shares; 2025Q4: 6,709 shares; 2026Q1: 6,941 shares; 2026Q2: 7,339 shares 7,339 $1.64M 0.03% +398 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 loaded; 2024Q4: 2,136 shares; 2025Q1: 2,851 shares; 2025Q2: 3,936 shares; 2025Q3: 4,466 shares; 2025Q4: 4,610 shares; 2026Q1: 4,091 shares; 2026Q2: 4,356 shares 4,356 $1.63M 0.03% +265 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,075 shares; 2026Q2: 8,616 shares 8,616 $1.63M 0.03% -1,459 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,997 shares; 2026Q2: 32,323 shares 32,323 $1.63M 0.03% +26,326 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: not loaded; 2024Q4: 122,128 shares; 2025Q1: 135,467 shares; 2025Q2: 27,219 shares; 2025Q3: 25,049 shares; 2025Q4: 23,885 shares; 2026Q1: 27,477 shares; 2026Q2: 28,712 shares 28,712 $1.62M 0.02% +1,235 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,750 shares; 2025Q3: 33,181 shares; 2025Q4: 44,177 shares; 2026Q1: 47,232 shares; 2026Q2: 48,819 shares 48,819 $1.61M 0.02% +1,587 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: not loaded; 2024Q4: 15,768 shares; 2025Q1: 21,578 shares; 2025Q2: 14,159 shares; 2025Q3: 15,365 shares; 2025Q4: 15,756 shares; 2026Q1: 25,347 shares; 2026Q2: 27,871 shares 27,871 $1.61M 0.02% +2,524 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: not loaded; 2024Q4: 7,976 shares; 2025Q1: 11,821 shares; 2025Q2: 12,665 shares; 2025Q3: 12,381 shares; 2025Q4: 13,816 shares; 2026Q1: 15,576 shares; 2026Q2: 15,628 shares 15,628 $1.6M 0.02% +52 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,253 shares; 2025Q1: 11,440 shares; 2025Q2: 13,591 shares; 2025Q3: 14,147 shares; 2025Q4: 11,735 shares; 2026Q1: 15,690 shares; 2026Q2: 15,350 shares 15,350 $1.6M 0.02% -340 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,221 shares; 2026Q1: 31,980 shares; 2026Q2: 62,103 shares 62,103 $1.59M 0.02% +30,123 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 loaded; 2024Q4: 7,175 shares; 2025Q1: 16,401 shares; 2025Q2: 17,809 shares; 2025Q3: 21,761 shares; 2025Q4: 23,799 shares; 2026Q1: 24,318 shares; 2026Q2: 22,055 shares 22,055 $1.59M 0.02% -2,263 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,542 shares 55,542 $1.59M 0.02% new Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,550 shares; 2026Q2: 68,411 shares 68,411 $1.57M 0.02% +861 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: not loaded; 2024Q4: 5,241 shares; 2025Q1: 7,271 shares; 2025Q2: 8,062 shares; 2025Q3: 8,445 shares; 2025Q4: 8,910 shares; 2026Q1: 9,715 shares; 2026Q2: 10,818 shares 10,818 $1.56M 0.02% +1,103 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,189 shares; 2026Q2: 44,769 shares 44,769 $1.56M 0.02% +580 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,808 shares; 2025Q1: 6,650 shares; 2025Q2: 5,615 shares; 2025Q3: 5,483 shares; 2025Q4: 4,945 shares; 2026Q1: 4,763 shares; 2026Q2: 4,514 shares 4,514 $1.55M 0.02% -249 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,323 shares; 2025Q1: 18,803 shares; 2025Q2: 18,905 shares; 2025Q3: 15,916 shares; 2025Q4: 39,080 shares; 2026Q1: 38,611 shares; 2026Q2: 33,497 shares 33,497 $1.54M 0.02% -5,114 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: not loaded; 2024Q4: 16,331 shares; 2025Q1: 4,492 shares; 2025Q2: 6,599 shares; 2025Q3: 12,304 shares; 2025Q4: 5,597 shares; 2026Q1: 5,565 shares; 2026Q2: 7,140 shares 7,140 $1.52M 0.02% +1,575 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,397 shares; 2025Q1: 23,875 shares; 2025Q2: 15,878 shares; 2025Q3: 16,940 shares; 2025Q4: 16,858 shares; 2026Q1: 16,271 shares; 2026Q2: 15,891 shares 15,891 $1.52M 0.02% -380 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: not loaded; 2024Q4: 73,125 shares; 2025Q1: 72,259 shares; 2025Q2: 63,737 shares; 2025Q3: 57,957 shares; 2025Q4: 43,918 shares; 2026Q1: 45,355 shares; 2026Q2: 47,556 shares 47,556 $1.51M 0.02% +2,201 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 loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 2 shares 2 $1.5M 0.02% -2 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: not loaded; 2024Q4: 2,098 shares; 2025Q1: 2,183 shares; 2025Q2: 2,770 shares; 2025Q3: 2,885 shares; 2025Q4: 3,049 shares; 2026Q1: 3,080 shares; 2026Q2: 2,931 shares 2,931 $1.49M 0.02% -149 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: not loaded; 2024Q4: 3,010 shares; 2025Q1: 4,294 shares; 2025Q2: 5,141 shares; 2025Q3: 5,136 shares; 2025Q4: 5,226 shares; 2026Q1: 5,604 shares; 2026Q2: 5,488 shares 5,488 $1.48M 0.02% -116 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 loaded; 2024Q4: 3,170 shares; 2025Q1: 3,346 shares; 2025Q2: 3,639 shares; 2025Q3: 3,491 shares; 2025Q4: 3,834 shares; 2026Q1: 4,276 shares; 2026Q2: 4,459 shares 4,459 $1.47M 0.02% +183 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,938 shares; 2025Q4: 8,176 shares; 2026Q1: 12,061 shares; 2026Q2: 36,989 shares 36,989 $1.46M 0.02% +24,928 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,940 shares; 2025Q1: 16,025 shares; 2025Q2: 21,781 shares; 2025Q3: 21,262 shares; 2025Q4: 18,665 shares; 2026Q1: 20,732 shares; 2026Q2: 19,996 shares 19,996 $1.46M 0.02% -736 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: not loaded; 2024Q4: 42,116 shares; 2025Q1: 44,380 shares; 2025Q2: 53,990 shares; 2025Q3: 61,503 shares; 2025Q4: 64,609 shares; 2026Q1: 78,052 shares; 2026Q2: 60,332 shares 60,332 $1.45M 0.02% -17,720 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: not loaded; 2024Q4: 809 shares; 2025Q1: 721 shares; 2025Q2: 790 shares; 2025Q3: 618 shares; 2025Q4: 586 shares; 2026Q1: 990 shares; 2026Q2: 1,383 shares 1,383 $1.44M 0.02% +393 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,787 shares; 2025Q1: 38,928 shares; 2025Q2: 46,084 shares; 2025Q3: 39,596 shares; 2025Q4: 23,001 shares; 2026Q1: 24,104 shares; 2026Q2: 26,274 shares 26,274 $1.44M 0.02% +2,170 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: not loaded; 2024Q4: 9,622 shares; 2025Q1: 12,092 shares; 2025Q2: 10,045 shares; 2025Q3: 11,195 shares; 2025Q4: 12,140 shares; 2026Q1: 10,401 shares; 2026Q2: 12,197 shares 12,197 $1.44M 0.02% +1,796 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,283 shares; 2025Q1: 4,748 shares; 2025Q2: 5,142 shares; 2025Q3: 5,673 shares; 2025Q4: 4,932 shares; 2026Q1: 4,085 shares; 2026Q2: 4,149 shares 4,149 $1.43M 0.02% +64 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: not loaded; 2024Q4: 5,896 shares; 2025Q1: 6,852 shares; 2025Q2: 7,027 shares; 2025Q3: 5,486 shares; 2025Q4: 5,350 shares; 2026Q1: 5,586 shares; 2026Q2: 6,536 shares 6,536 $1.43M 0.02% +950 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 loaded; 2024Q4: 2,627 shares; 2025Q1: 2,438 shares; 2025Q2: 5,770 shares; 2025Q3: 5,962 shares; 2025Q4: 6,357 shares; 2026Q1: 6,791 shares; 2026Q2: 6,829 shares 6,829 $1.41M 0.02% +38 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: not loaded; 2024Q4: 12,804 shares; 2025Q1: 14,682 shares; 2025Q2: 20,910 shares; 2025Q3: 21,479 shares; 2025Q4: 21,097 shares; 2026Q1: 21,965 shares; 2026Q2: 22,882 shares 22,882 $1.41M 0.02% +917 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,425 shares; 2025Q1: 22,089 shares; 2025Q2: 27,461 shares; 2025Q3: 37,280 shares; 2025Q4: 32,955 shares; 2026Q1: 30,199 shares; 2026Q2: 31,016 shares 31,016 $1.4M 0.02% +817 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: not loaded; 2024Q4: 13,958 shares; 2025Q1: 14,058 shares; 2025Q2: 14,096 shares; 2025Q3: 14,203 shares; 2025Q4: 14,375 shares; 2026Q1: 14,366 shares; 2026Q2: 14,161 shares 14,161 $1.38M 0.02% -205 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,684 shares; 2025Q1: 5,196 shares; 2025Q2: 5,208 shares; 2025Q3: 5,822 shares; 2025Q4: 5,175 shares; 2026Q1: 5,347 shares; 2026Q2: 8,236 shares 8,236 $1.38M 0.02% +2,889 Timeline HYMB 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 loaded; 2024Q4: 219,618 shares; 2025Q1: 118,593 shares; 2025Q2: 76,779 shares; 2025Q3: 74,707 shares; 2025Q4: 70,560 shares; 2026Q1: 57,059 shares; 2026Q2: 54,284 shares 54,284 $1.38M 0.02% -2,775 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 loaded; 2024Q4: 16,713 shares; 2025Q1: 19,203 shares; 2025Q2: 23,141 shares; 2025Q3: 25,283 shares; 2025Q4: 24,701 shares; 2026Q1: 26,724 shares; 2026Q2: 25,414 shares 25,414 $1.38M 0.02% -1,310 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,832 shares; 2025Q4: 30,085 shares; 2026Q1: 32,788 shares; 2026Q2: 35,469 shares 35,469 $1.37M 0.02% +2,681 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: not loaded; 2024Q4: 6,304 shares; 2025Q1: 9,036 shares; 2025Q2: 14,313 shares; 2025Q3: 15,883 shares; 2025Q4: 17,264 shares; 2026Q1: 18,473 shares; 2026Q2: 14,731 shares 14,731 $1.36M 0.02% -3,742 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 loaded; 2024Q4: 6,617 shares; 2025Q1: 11,174 shares; 2025Q2: 10,479 shares; 2025Q3: 13,628 shares; 2025Q4: 14,789 shares; 2026Q1: 15,953 shares; 2026Q2: 16,247 shares 16,247 $1.35M 0.02% +294 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 loaded; 2024Q4: 6,874 shares; 2025Q1: 7,611 shares; 2025Q2: 7,976 shares; 2025Q3: 8,648 shares; 2025Q4: 10,423 shares; 2026Q1: 12,327 shares; 2026Q2: 14,597 shares 14,597 $1.34M 0.02% +2,270 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,942 shares; 2025Q1: 4,495 shares; 2025Q2: 4,736 shares; 2025Q3: 4,835 shares; 2025Q4: 5,248 shares; 2026Q1: 5,870 shares; 2026Q2: 4,938 shares 4,938 $1.34M 0.02% -932 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,270 shares; 2025Q1: 7,837 shares; 2025Q2: 8,471 shares; 2025Q3: 9,165 shares; 2025Q4: 10,100 shares; 2026Q1: 9,345 shares; 2026Q2: 9,364 shares 9,364 $1.33M 0.02% +19 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,142 shares; 2025Q1: 10,170 shares; 2025Q2: 12,456 shares; 2025Q3: 13,560 shares; 2025Q4: 14,709 shares; 2026Q1: 16,316 shares; 2026Q2: 17,231 shares 17,231 $1.33M 0.02% +915 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: not loaded; 2024Q4: 13,482 shares; 2025Q1: 17,860 shares; 2025Q2: 21,806 shares; 2025Q3: 23,541 shares; 2025Q4: 26,201 shares; 2026Q1: 27,784 shares; 2026Q2: 26,612 shares 26,612 $1.33M 0.02% -1,172 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: not loaded; 2024Q4: 1,788 shares; 2025Q1: 2,544 shares; 2025Q2: 4,240 shares; 2025Q3: 4,995 shares; 2025Q4: 5,275 shares; 2026Q1: 4,850 shares; 2026Q2: 5,068 shares 5,068 $1.32M 0.02% +218 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 loaded; 2024Q4: 17,163,757 shares; 2025Q1: 17,485,429 shares; 2025Q2: 17,496,876 shares; 2025Q3: 17,484,426 shares; 2025Q4: 17,484,728 shares; 2026Q1: 15,930 shares; 2026Q2: 17,648 shares 17,648 $1.3M 0.02% +1,718 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: not loaded; 2024Q4: 6,215 shares; 2025Q1: 6,675 shares; 2025Q2: 9,808 shares; 2025Q3: 10,492 shares; 2025Q4: 10,444 shares; 2026Q1: 10,243 shares; 2026Q2: 8,996 shares 8,996 $1.29M 0.02% -1,247 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 loaded; 2024Q4: 469 shares; 2025Q1: 532 shares; 2025Q2: 768 shares; 2025Q3: 874 shares; 2025Q4: 992 shares; 2026Q1: 960 shares; 2026Q2: 1,135 shares 1,135 $1.29M 0.02% +175 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: not loaded; 2024Q4: 3,347 shares; 2025Q1: 3,434 shares; 2025Q2: 3,769 shares; 2025Q3: 3,565 shares; 2025Q4: 3,524 shares; 2026Q1: 3,441 shares; 2026Q2: 3,430 shares 3,430 $1.25M 0.02% -11 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 2,041 shares; 2025Q2: not reported; 2025Q3: 2,708 shares; 2025Q4: 3,372 shares; 2026Q1: 3,503 shares; 2026Q2: 3,790 shares 3,790 $1.25M 0.02% +287 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 670 shares; 2025Q1: 802 shares; 2025Q2: 1,308 shares; 2025Q3: 1,381 shares; 2025Q4: 1,602 shares; 2026Q1: 1,678 shares; 2026Q2: 1,735 shares 1,735 $1.25M 0.02% +57 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 loaded; 2024Q4: 2,340 shares; 2025Q1: 2,331 shares; 2025Q2: 2,400 shares; 2025Q3: 2,385 shares; 2025Q4: 2,398 shares; 2026Q1: 2,680 shares; 2026Q2: 14,080 shares 14,080 $1.24M 0.02% +11,400 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 3,307 shares; 2025Q4: 3,968 shares; 2026Q1: 14,222 shares; 2026Q2: 14,212 shares 14,212 $1.21M 0.02% -10 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: not loaded; 2024Q4: 152,901 shares; 2025Q1: 158,326 shares; 2025Q2: 163,817 shares; 2025Q3: 154,885 shares; 2025Q4: 165,357 shares; 2026Q1: 14,246 shares; 2026Q2: 12,577 shares 12,577 $1.21M 0.02% -1,669 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 loaded; 2024Q4: 2,670 shares; 2025Q1: 993 shares; 2025Q2: 1,304 shares; 2025Q3: 1,591 shares; 2025Q4: 2,046 shares; 2026Q1: 1,859 shares; 2026Q2: 2,348 shares 2,348 $1.21M 0.02% +489 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,147 shares; 2025Q1: 45,251 shares; 2025Q2: 67,268 shares; 2025Q3: 71,939 shares; 2025Q4: 76,288 shares; 2026Q1: 84,465 shares; 2026Q2: 87,234 shares 87,234 $1.2M 0.02% +2,769 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 loaded; 2024Q4: 3,887 shares; 2025Q1: 6,806 shares; 2025Q2: 8,645 shares; 2025Q3: 10,276 shares; 2025Q4: 13,556 shares; 2026Q1: 12,097 shares; 2026Q2: 12,383 shares 12,383 $1.19M 0.02% +286 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,332 shares; 2026Q1: 22,332 shares; 2026Q2: 22,332 shares 22,332 $1.19M 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,824 shares; 2025Q1: 2,862 shares; 2025Q2: 2,955 shares; 2025Q3: 2,894 shares; 2025Q4: 2,898 shares; 2026Q1: 2,922 shares; 2026Q2: 3,008 shares 3,008 $1.18M 0.02% +86 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,744 shares; 2025Q1: 8,127 shares; 2025Q2: 9,080 shares; 2025Q3: 11,994 shares; 2025Q4: 10,121 shares; 2026Q1: 10,615 shares; 2026Q2: 12,462 shares 12,462 $1.18M 0.02% +1,847 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: not loaded; 2024Q4: 8,845 shares; 2025Q1: 15,852 shares; 2025Q2: 15,246 shares; 2025Q3: 16,178 shares; 2025Q4: 16,247 shares; 2026Q1: 16,326 shares; 2026Q2: 15,188 shares 15,188 $1.18M 0.02% -1,138 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: not loaded; 2024Q4: 12,672 shares; 2025Q1: 13,087 shares; 2025Q2: 19,682 shares; 2025Q3: 18,324 shares; 2025Q4: 20,396 shares; 2026Q1: 21,760 shares; 2026Q2: 24,701 shares 24,701 $1.17M 0.02% +2,941 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,795 shares; 2025Q1: 16,002 shares; 2025Q2: 14,444 shares; 2025Q3: 15,871 shares; 2025Q4: 9,088 shares; 2026Q1: 8,616 shares; 2026Q2: 8,481 shares 8,481 $1.16M 0.02% -135 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,046 shares; 2025Q1: 5,752 shares; 2025Q2: 7,200 shares; 2025Q3: 7,273 shares; 2025Q4: 8,390 shares; 2026Q1: 9,411 shares; 2026Q2: 10,288 shares 10,288 $1.15M 0.02% +877 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 loaded; 2024Q4: 7,038 shares; 2025Q1: 7,511 shares; 2025Q2: 8,613 shares; 2025Q3: 8,442 shares; 2025Q4: 6,778 shares; 2026Q1: 7,082 shares; 2026Q2: 6,534 shares 6,534 $1.15M 0.02% -548 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 loaded; 2024Q4: 4,545 shares; 2025Q1: 5,730 shares; 2025Q2: 6,111 shares; 2025Q3: 6,744 shares; 2025Q4: 11,205 shares; 2026Q1: 11,816 shares; 2026Q2: 12,115 shares 12,115 $1.13M 0.02% +299 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,559 shares; 2025Q1: 3,742 shares; 2025Q2: 4,217 shares; 2025Q3: 4,409 shares; 2025Q4: 4,654 shares; 2026Q1: 5,348 shares; 2026Q2: 5,317 shares 5,317 $1.13M 0.02% -31 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: not loaded; 2024Q4: 4,321 shares; 2025Q1: 4,330 shares; 2025Q2: 5,004 shares; 2025Q3: 4,460 shares; 2025Q4: 4,554 shares; 2026Q1: 4,886 shares; 2026Q2: 5,155 shares 5,155 $1.12M 0.02% +269 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 loaded; 2024Q4: 5,397 shares; 2025Q1: 6,170 shares; 2025Q2: 9,400 shares; 2025Q3: 10,356 shares; 2025Q4: 11,992 shares; 2026Q1: 11,199 shares; 2026Q2: 11,194 shares 11,194 $1.12M 0.02% -5 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: not loaded; 2024Q4: 20,617 shares; 2025Q1: 21,846 shares; 2025Q2: 20,652 shares; 2025Q3: 23,807 shares; 2025Q4: 26,030 shares; 2026Q1: 33,388 shares; 2026Q2: 37,149 shares 37,149 $1.12M 0.02% +3,761 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 loaded; 2024Q4: 370 shares; 2025Q1: 415 shares; 2025Q2: 512 shares; 2025Q3: 606 shares; 2025Q4: 663 shares; 2026Q1: 797 shares; 2026Q2: 822 shares 822 $1.12M 0.02% +25 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 loaded; 2024Q4: 2,504 shares; 2025Q1: 3,093 shares; 2025Q2: 3,127 shares; 2025Q3: 3,465 shares; 2025Q4: 3,955 shares; 2026Q1: 4,288 shares; 2026Q2: 4,971 shares 4,971 $1.11M 0.02% +683 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,511 shares; 2025Q3: 2,636 shares; 2025Q4: 2,793 shares; 2026Q1: 2,962 shares; 2026Q2: 3,320 shares 3,320 $1.11M 0.02% +358 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,213 shares; 2025Q1: 22,995 shares; 2025Q2: 19,237 shares; 2025Q3: 15,044 shares; 2025Q4: 15,051 shares; 2026Q1: 15,376 shares; 2026Q2: 15,977 shares 15,977 $1.11M 0.02% +601 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: not loaded; 2024Q4: 939 shares; 2025Q1: 1,143 shares; 2025Q2: 1,567 shares; 2025Q3: 1,538 shares; 2025Q4: 1,809 shares; 2026Q1: 1,960 shares; 2026Q2: 2,428 shares 2,428 $1.1M 0.02% +468 Timeline DDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,099 shares; 2026Q2: 52,099 shares 52,099 $1.1M 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,619 shares; 2025Q1: 9,570 shares; 2025Q2: 9,246 shares; 2025Q3: 9,751 shares; 2025Q4: 9,093 shares; 2026Q1: 9,342 shares; 2026Q2: 9,531 shares 9,531 $1.1M 0.02% +189 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 loaded; 2024Q4: 2,560 shares; 2025Q1: 4,132 shares; 2025Q2: 5,733 shares; 2025Q3: 5,852 shares; 2025Q4: 6,234 shares; 2026Q1: 6,432 shares; 2026Q2: 6,477 shares 6,477 $1.09M 0.02% +45 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: not loaded; 2024Q4: 6,141 shares; 2025Q1: 6,371 shares; 2025Q2: 3,287 shares; 2025Q3: 3,643 shares; 2025Q4: 3,692 shares; 2026Q1: 3,923 shares; 2026Q2: 3,744 shares 3,744 $1.09M 0.02% -179 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: not loaded; 2024Q4: 2,793 shares; 2025Q1: 3,028 shares; 2025Q2: 3,221 shares; 2025Q3: 2,833 shares; 2025Q4: 3,551 shares; 2026Q1: 3,509 shares; 2026Q2: 2,729 shares 2,729 $1.09M 0.02% -780 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: not loaded; 2024Q4: 9,678 shares; 2025Q1: 10,971 shares; 2025Q2: 14,297 shares; 2025Q3: 14,090 shares; 2025Q4: 14,690 shares; 2026Q1: 15,130 shares; 2026Q2: 15,853 shares 15,853 $1.08M 0.02% +723 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: not loaded; 2024Q4: 682 shares; 2025Q1: 781 shares; 2025Q2: 13,189 shares; 2025Q3: 14,148 shares; 2025Q4: 14,963 shares; 2026Q1: 15,011 shares; 2026Q2: 11,634 shares 11,634 $1.07M 0.02% -3,377 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,548 shares; 2026Q2: 52,548 shares 52,548 $1.07M 0.02% 0 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 loaded; 2024Q4: 5,500 shares; 2025Q1: 7,816 shares; 2025Q2: 11,822 shares; 2025Q3: 12,224 shares; 2025Q4: 10,450 shares; 2026Q1: 12,487 shares; 2026Q2: 12,604 shares 12,604 $1.07M 0.02% +117 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,019 shares; 2025Q2: 3,702 shares; 2025Q3: 3,556 shares; 2025Q4: 3,570 shares; 2026Q1: 8,341 shares; 2026Q2: 10,022 shares 10,022 $1.07M 0.02% +1,681 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,676 shares; 2025Q3: 1,886 shares; 2025Q4: 2,643 shares; 2026Q1: 3,037 shares; 2026Q2: 3,043 shares 3,043 $1.07M 0.02% +6 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,131 shares; 2025Q1: 8,283 shares; 2025Q2: 7,942 shares; 2025Q3: 7,802 shares; 2025Q4: 7,738 shares; 2026Q1: 8,841 shares; 2026Q2: 8,813 shares 8,813 $1.06M 0.02% -28 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,149 shares 6,149 $1.05M 0.02% new Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,567 shares; 2026Q2: 52,567 shares 52,567 $1.05M 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,558 shares; 2025Q1: 16,568 shares; 2025Q2: 16,551 shares; 2025Q3: 16,541 shares; 2025Q4: 16,591 shares; 2026Q1: 16,591 shares; 2026Q2: 16,591 shares 16,591 $1.05M 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,703 shares; 2025Q3: 3,396 shares; 2025Q4: 3,690 shares; 2026Q1: 3,886 shares; 2026Q2: 4,009 shares 4,009 $1.04M 0.02% +123 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: not loaded; 2024Q4: 11,245 shares; 2025Q1: 10,060 shares; 2025Q2: not reported; 2025Q3: 10,327 shares; 2025Q4: 10,572 shares; 2026Q1: 11,502 shares; 2026Q2: 11,515 shares 11,515 $1.04M 0.02% +13 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,860 shares; 2025Q1: 7,650 shares; 2025Q2: 8,236 shares; 2025Q3: 7,906 shares; 2025Q4: 7,458 shares; 2026Q1: 8,010 shares; 2026Q2: 8,580 shares 8,580 $1.04M 0.02% +570 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,834 shares; 2025Q1: 5,834 shares; 2025Q2: 5,827 shares; 2025Q3: 5,827 shares; 2025Q4: 5,827 shares; 2026Q1: 5,827 shares; 2026Q2: 5,827 shares 5,827 $1.04M 0.02% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,312 shares; 2025Q2: 23,312 shares; 2025Q3: 23,312 shares; 2025Q4: 23,222 shares; 2026Q1: 23,222 shares; 2026Q2: 23,222 shares 23,222 $1.04M 0.02% 0 Timeline FESM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,790 shares; 2025Q3: 314,083 shares; 2025Q4: 323,620 shares; 2026Q1: 21,329 shares; 2026Q2: 21,508 shares 21,508 $1.04M 0.02% +179 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: not loaded; 2024Q4: 4,939 shares; 2025Q1: 4,551 shares; 2025Q2: not reported; 2025Q3: 4,971 shares; 2025Q4: 5,678 shares; 2026Q1: 7,384 shares; 2026Q2: 7,895 shares 7,895 $1.03M 0.02% +511 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,854 shares; 2025Q3: 3,342 shares; 2025Q4: 3,950 shares; 2026Q1: 5,279 shares; 2026Q2: 6,065 shares 6,065 $1.03M 0.02% +786 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: not loaded; 2024Q4: 3,163 shares; 2025Q1: 4,278 shares; 2025Q2: 5,106 shares; 2025Q3: 4,623 shares; 2025Q4: 3,904 shares; 2026Q1: 5,099 shares; 2026Q2: 6,269 shares 6,269 $1.03M 0.02% +1,170 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 loaded; 2024Q4: 27,170 shares; 2025Q1: 39,593 shares; 2025Q2: 52,177 shares; 2025Q3: 47,834 shares; 2025Q4: 46,993 shares; 2026Q1: 50,128 shares; 2026Q2: 50,964 shares 50,964 $1.01M 0.02% +836 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,896 shares; 2025Q1: 5,474 shares; 2025Q2: 6,259 shares; 2025Q3: 6,841 shares; 2025Q4: 7,351 shares; 2026Q1: 6,795 shares; 2026Q2: 6,234 shares 6,234 $1.01M 0.02% -561 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 loaded; 2024Q4: not reported; 2025Q1: 3,289 shares; 2025Q2: 2,982 shares; 2025Q3: 3,551 shares; 2025Q4: 3,731 shares; 2026Q1: 4,049 shares; 2026Q2: 4,528 shares 4,528 $1.01M 0.02% +479 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: not loaded; 2024Q4: 21,422 shares; 2025Q1: 35,491 shares; 2025Q2: 53,157 shares; 2025Q3: 56,469 shares; 2025Q4: 62,854 shares; 2026Q1: 71,531 shares; 2026Q2: 71,869 shares 71,869 $999K 0.02% +338 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: not loaded; 2024Q4: 1,971 shares; 2025Q1: 1,814 shares; 2025Q2: 2,337 shares; 2025Q3: 2,025 shares; 2025Q4: 2,104 shares; 2026Q1: 2,195 shares; 2026Q2: 1,939 shares 1,939 $988K 0.02% -256 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,646 shares; 2025Q1: 5,861 shares; 2025Q2: 6,075 shares; 2025Q3: 6,205 shares; 2025Q4: 6,124 shares; 2026Q1: 6,140 shares; 2026Q2: 5,092 shares 5,092 $984K 0.02% -1,048 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 loaded; 2024Q4: 3,055 shares; 2025Q1: 3,370 shares; 2025Q2: 3,326 shares; 2025Q3: 3,526 shares; 2025Q4: 4,331 shares; 2026Q1: 3,867 shares; 2026Q2: 3,122 shares 3,122 $983K 0.02% -745 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,568 shares; 2025Q4: 19,568 shares; 2026Q1: 19,554 shares; 2026Q2: 19,541 shares 19,541 $980K 0.02% -13 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,524 shares; 2025Q2: 1,998 shares; 2025Q3: 1,892 shares; 2025Q4: 9,532 shares; 2026Q1: 12,334 shares; 2026Q2: 9,836 shares 9,836 $977K 0.02% -2,498 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,588 shares; 2025Q1: 2,864 shares; 2025Q2: 3,244 shares; 2025Q3: 4,809 shares; 2025Q4: 4,706 shares; 2026Q1: 5,199 shares; 2026Q2: 5,979 shares 5,979 $974K 0.01% +780 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,734 shares; 2025Q1: 9,051 shares; 2025Q2: 9,669 shares; 2025Q3: 9,540 shares; 2025Q4: 9,346 shares; 2026Q1: 9,856 shares; 2026Q2: 7,874 shares 7,874 $969K 0.01% -1,982 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,782 shares; 2025Q1: 18,024 shares; 2025Q2: 12,814 shares; 2025Q3: 12,810 shares; 2025Q4: 12,788 shares; 2026Q1: 12,710 shares; 2026Q2: 12,715 shares 12,715 $957K 0.01% +5 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: not loaded; 2024Q4: 928 shares; 2025Q1: 1,123 shares; 2025Q2: 1,292 shares; 2025Q3: 1,202 shares; 2025Q4: 1,321 shares; 2026Q1: 1,330 shares; 2026Q2: 1,260 shares 1,260 $952K 0.01% -70 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,113 shares; 2025Q4: 3,467 shares; 2026Q1: 3,504 shares; 2026Q2: 3,780 shares 3,780 $943K 0.01% +276 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: not loaded; 2024Q4: 7,190 shares; 2025Q1: 8,550 shares; 2025Q2: 8,540 shares; 2025Q3: 6,900 shares; 2025Q4: 6,867 shares; 2026Q1: 9,939 shares; 2026Q2: 9,579 shares 9,579 $942K 0.01% -360 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,624 shares; 2025Q2: 2,974 shares; 2025Q3: 3,468 shares; 2025Q4: 3,482 shares; 2026Q1: 3,791 shares; 2026Q2: 3,810 shares 3,810 $934K 0.01% +19 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: not loaded; 2024Q4: 17,684 shares; 2025Q1: 22,478 shares; 2025Q2: 24,378 shares; 2025Q3: 29,386 shares; 2025Q4: 31,917 shares; 2026Q1: 36,327 shares; 2026Q2: 11,922 shares 11,922 $933K 0.01% -24,405 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,063 shares; 2025Q1: 2,193 shares; 2025Q2: 3,028 shares; 2025Q3: 3,011 shares; 2025Q4: 3,106 shares; 2026Q1: 3,342 shares; 2026Q2: 3,437 shares 3,437 $927K 0.01% +95 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,872 shares; 2025Q1: 24,296 shares; 2025Q2: 21,193 shares; 2025Q3: 27,389 shares; 2025Q4: 33,124 shares; 2026Q1: 35,380 shares; 2026Q2: 34,541 shares 34,541 $921K 0.01% -839 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: not loaded; 2024Q4: 18,633 shares; 2025Q1: 21,471 shares; 2025Q2: 31,533 shares; 2025Q3: 26,098 shares; 2025Q4: 26,503 shares; 2026Q1: 28,198 shares; 2026Q2: 28,541 shares 28,541 $912K 0.01% +343 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,052 shares; 2025Q1: 9,442 shares; 2025Q2: 15,881 shares; 2025Q3: 15,468 shares; 2025Q4: 9,442 shares; 2026Q1: 9,442 shares; 2026Q2: 18,636 shares 18,636 $890K 0.01% +9,194 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 loaded; 2024Q4: 6,250 shares; 2025Q1: 7,011 shares; 2025Q2: 7,231 shares; 2025Q3: 7,683 shares; 2025Q4: 7,098 shares; 2026Q1: 6,777 shares; 2026Q2: 7,555 shares 7,555 $886K 0.01% +778 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,423 shares; 2025Q3: 5,655 shares; 2025Q4: 6,566 shares; 2026Q1: 7,480 shares; 2026Q2: 7,292 shares 7,292 $885K 0.01% -188 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,872 shares; 2026Q2: 11,338 shares 11,338 $882K 0.01% -1,534 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,752 shares; 2025Q1: 14,117 shares; 2025Q2: 13,489 shares; 2025Q3: 13,636 shares; 2025Q4: 15,732 shares; 2026Q1: 15,338 shares; 2026Q2: 15,826 shares 15,826 $878K 0.01% +488 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,698 shares; 2026Q1: 14,699 shares; 2026Q2: 15,220 shares 15,220 $877K 0.01% +521 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: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,787 shares; 2025Q2: 2,178 shares; 2025Q3: 2,345 shares; 2025Q4: 2,049 shares; 2026Q1: 2,047 shares; 2026Q2: 1,963 shares 1,963 $876K 0.01% -84 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,157 shares; 2025Q1: 3,909 shares; 2025Q2: 3,226 shares; 2025Q3: 3,620 shares; 2025Q4: 3,436 shares; 2026Q1: 7,074 shares; 2026Q2: 6,119 shares 6,119 $876K 0.01% -955 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,063 shares; 2025Q1: 22,091 shares; 2025Q2: 22,404 shares; 2025Q3: 23,281 shares; 2025Q4: 23,156 shares; 2026Q1: 22,036 shares; 2026Q2: 23,816 shares 23,816 $875K 0.01% +1,780 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: not loaded; 2024Q4: 60,832 shares; 2025Q1: 63,954 shares; 2025Q2: 69,608 shares; 2025Q3: 58,750 shares; 2025Q4: 51,585 shares; 2026Q1: 75,090 shares; 2026Q2: 35,557 shares 35,557 $873K 0.01% -39,533 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 loaded; 2024Q4: 2,258 shares; 2025Q1: 2,464 shares; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 1,945 shares; 2026Q1: 2,094 shares; 2026Q2: 1,802 shares 1,802 $872K 0.01% -292 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: not loaded; 2024Q4: 2,465 shares; 2025Q1: 2,605 shares; 2025Q2: 3,361 shares; 2025Q3: 3,476 shares; 2025Q4: 3,564 shares; 2026Q1: 3,677 shares; 2026Q2: 3,499 shares 3,499 $869K 0.01% -178 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: not loaded; 2024Q4: 17,390 shares; 2025Q1: 16,956 shares; 2025Q2: 13,868 shares; 2025Q3: 12,350 shares; 2025Q4: 11,024 shares; 2026Q1: 10,359 shares; 2026Q2: 10,720 shares 10,720 $869K 0.01% +361 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: not loaded; 2024Q4: 3,489 shares; 2025Q1: 4,753 shares; 2025Q2: 5,859 shares; 2025Q3: 6,572 shares; 2025Q4: 6,814 shares; 2026Q1: 7,532 shares; 2026Q2: 7,848 shares 7,848 $868K 0.01% +316 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: not loaded; 2024Q4: 2,236 shares; 2025Q1: 2,388 shares; 2025Q2: 3,188 shares; 2025Q3: 2,947 shares; 2025Q4: 2,957 shares; 2026Q1: 2,831 shares; 2026Q2: 2,820 shares 2,820 $864K 0.01% -11 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: not loaded; 2024Q4: 11,203 shares; 2025Q1: 9,165 shares; 2025Q2: 13,378 shares; 2025Q3: 10,824 shares; 2025Q4: 9,610 shares; 2026Q1: 11,674 shares; 2026Q2: 14,799 shares 14,799 $856K 0.01% +3,125 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,548 shares; 2025Q1: 13,373 shares; 2025Q2: 10,243 shares; 2025Q3: 11,165 shares; 2025Q4: 15,331 shares; 2026Q1: 18,312 shares; 2026Q2: 18,391 shares 18,391 $855K 0.01% +79 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,410 shares; 2025Q2: 24,044 shares; 2025Q3: 24,449 shares; 2025Q4: 28,870 shares; 2026Q1: 34,468 shares; 2026Q2: 34,058 shares 34,058 $854K 0.01% -410 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 loaded; 2024Q4: 2,233 shares; 2025Q1: 2,237 shares; 2025Q2: 2,240 shares; 2025Q3: 2,238 shares; 2025Q4: 2,254 shares; 2026Q1: 2,204 shares; 2026Q2: 2,382 shares 2,382 $845K 0.01% +178 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,200 shares; 2026Q2: 8,362 shares 8,362 $844K 0.01% +162 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,702 shares; 2025Q3: 3,546 shares; 2025Q4: 5,148 shares; 2026Q1: 5,901 shares; 2026Q2: 5,741 shares 5,741 $840K 0.01% -160 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: not loaded; 2024Q4: 3,458 shares; 2025Q1: 4,079 shares; 2025Q2: 3,418 shares; 2025Q3: 4,628 shares; 2025Q4: 5,707 shares; 2026Q1: 6,515 shares; 2026Q2: 5,525 shares 5,525 $836K 0.01% -990 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,174 shares; 2025Q1: 4,176 shares; 2025Q2: 3,816 shares; 2025Q3: 2,792 shares; 2025Q4: 2,824 shares; 2026Q1: 2,704 shares; 2026Q2: 3,022 shares 3,022 $833K 0.01% +318 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,295 shares; 2026Q2: 9,308 shares 9,308 $818K 0.01% +2,013 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: not loaded; 2024Q4: 7,707 shares; 2025Q1: 11,533 shares; 2025Q2: 9,546 shares; 2025Q3: 10,478 shares; 2025Q4: 9,666 shares; 2026Q1: 10,613 shares; 2026Q2: 9,772 shares 9,772 $818K 0.01% -841 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,463 shares; 2025Q1: 1,705 shares; 2025Q2: 1,504 shares; 2025Q3: 1,936 shares; 2025Q4: 1,784 shares; 2026Q1: 2,142 shares; 2026Q2: 2,439 shares 2,439 $809K 0.01% +297 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 loaded; 2024Q4: 5,140 shares; 2025Q1: 7,206 shares; 2025Q2: 7,141 shares; 2025Q3: 8,649 shares; 2025Q4: 9,901 shares; 2026Q1: 8,608 shares; 2026Q2: 7,073 shares 7,073 $808K 0.01% -1,535 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: not loaded; 2024Q4: 699 shares; 2025Q1: 1,339 shares; 2025Q2: 1,580 shares; 2025Q3: 1,173 shares; 2025Q4: 1,341 shares; 2026Q1: 1,118 shares; 2026Q2: 2,082 shares 2,082 $805K 0.01% +964 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares; 2026Q1: 3,644 shares; 2026Q2: 4,028 shares 4,028 $805K 0.01% +384 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,332 shares; 2025Q1: 5,840 shares; 2025Q2: 7,631 shares; 2025Q3: 8,008 shares; 2025Q4: 7,667 shares; 2026Q1: 7,774 shares; 2026Q2: 9,490 shares 9,490 $803K 0.01% +1,716 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,029 shares; 2025Q1: 3,993 shares; 2025Q2: 5,019 shares; 2025Q3: 5,920 shares; 2025Q4: 5,805 shares; 2026Q1: 6,413 shares; 2026Q2: 6,868 shares 6,868 $802K 0.01% +455 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: not loaded; 2024Q4: 1,398 shares; 2025Q1: 2,021 shares; 2025Q2: 1,835 shares; 2025Q3: 1,974 shares; 2025Q4: 1,942 shares; 2026Q1: 2,042 shares; 2026Q2: 2,176 shares 2,176 $801K 0.01% +134 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: not loaded; 2024Q4: 7,186 shares; 2025Q1: 7,141 shares; 2025Q2: 6,289 shares; 2025Q3: 6,268 shares; 2025Q4: 14,120 shares; 2026Q1: 14,695 shares; 2026Q2: 15,083 shares 15,083 $801K 0.01% +388 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,924 shares; 2025Q1: 16,954 shares; 2025Q2: 12,390 shares; 2025Q3: 12,705 shares; 2025Q4: 15,893 shares; 2026Q1: 15,040 shares; 2026Q2: 16,144 shares 16,144 $800K 0.01% +1,104 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,433 shares; 2025Q1: 14,965 shares; 2025Q2: 14,694 shares; 2025Q3: 14,131 shares; 2025Q4: 29,626 shares; 2026Q1: 28,299 shares; 2026Q2: 28,283 shares 28,283 $797K 0.01% -16 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,189 shares; 2025Q4: 18,189 shares; 2026Q1: 18,189 shares; 2026Q2: 17,015 shares 17,015 $797K 0.01% -1,174 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,334 shares; 2025Q1: 3,212 shares; 2025Q2: 3,887 shares; 2025Q3: 3,735 shares; 2025Q4: 4,163 shares; 2026Q1: 4,065 shares; 2026Q2: 3,041 shares 3,041 $794K 0.01% -1,024 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,108 shares; 2025Q1: 5,936 shares; 2025Q2: 6,145 shares; 2025Q3: 5,867 shares; 2025Q4: 6,346 shares; 2026Q1: 6,285 shares; 2026Q2: 5,759 shares 5,759 $793K 0.01% -526 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,428 shares; 2025Q1: 5,560 shares; 2025Q2: 5,622 shares; 2025Q3: 5,407 shares; 2025Q4: 5,085 shares; 2026Q1: 4,223 shares; 2026Q2: 4,262 shares 4,262 $792K 0.01% +39 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,631 shares; 2025Q1: 4,191 shares; 2025Q2: 3,999 shares; 2025Q3: 4,290 shares; 2025Q4: 5,137 shares; 2026Q1: 5,399 shares; 2026Q2: 4,944 shares 4,944 $790K 0.01% -455 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,899 shares; 2025Q1: 3,445 shares; 2025Q2: 3,387 shares; 2025Q3: 3,366 shares; 2025Q4: 3,903 shares; 2026Q1: 3,318 shares; 2026Q2: 3,390 shares 3,390 $790K 0.01% +72 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 500 shares; 2025Q3: 512 shares; 2025Q4: 507 shares; 2026Q1: 566 shares; 2026Q2: 572 shares 572 $790K 0.01% +6 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,252 shares; 2025Q1: 6,810 shares; 2025Q2: 3,737 shares; 2025Q3: 5,589 shares; 2025Q4: 7,271 shares; 2026Q1: 8,210 shares; 2026Q2: 8,297 shares 8,297 $788K 0.01% +87 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 3,964 shares; 2026Q1: 4,504 shares; 2026Q2: 4,830 shares 4,830 $783K 0.01% +326 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares; 2026Q1: 1,528 shares; 2026Q2: 1,593 shares 1,593 $781K 0.01% +65 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: not loaded; 2024Q4: 5,148 shares; 2025Q1: 5,352 shares; 2025Q2: 6,598 shares; 2025Q3: 7,611 shares; 2025Q4: 6,978 shares; 2026Q1: 7,011 shares; 2026Q2: 9,339 shares 9,339 $781K 0.01% +2,328 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: not loaded; 2024Q4: 5,250 shares; 2025Q1: 6,085 shares; 2025Q2: 5,802 shares; 2025Q3: 5,595 shares; 2025Q4: 4,966 shares; 2026Q1: 6,186 shares; 2026Q2: 4,585 shares 4,585 $764K 0.01% -1,601 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,344 shares; 2025Q1: 18,036 shares; 2025Q2: 19,176 shares; 2025Q3: 17,034 shares; 2025Q4: 15,166 shares; 2026Q1: 12,473 shares; 2026Q2: 15,840 shares 15,840 $759K 0.01% +3,367 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,761 shares; 2025Q1: 5,168 shares; 2025Q2: 13,469 shares; 2025Q3: 14,978 shares; 2025Q4: 14,112 shares; 2026Q1: 16,144 shares; 2026Q2: 15,761 shares 15,761 $757K 0.01% -383 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 loaded; 2024Q4: 4,103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,206 shares; 2025Q4: 5,285 shares; 2026Q1: 11,812 shares; 2026Q2: 12,221 shares 12,221 $751K 0.01% +409 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,859 shares; 2025Q1: 35,600 shares; 2025Q2: 22,548 shares; 2025Q3: 23,174 shares; 2025Q4: 23,352 shares; 2026Q1: 22,070 shares; 2026Q2: 21,689 shares 21,689 $751K 0.01% -381 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 906 shares; 2025Q1: 1,273 shares; 2025Q2: 1,345 shares; 2025Q3: 1,189 shares; 2025Q4: 1,294 shares; 2026Q1: 1,710 shares; 2026Q2: 2,353 shares 2,353 $749K 0.01% +643 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: not loaded; 2024Q4: 3,979 shares; 2025Q1: 4,535 shares; 2025Q2: 5,553 shares; 2025Q3: 5,624 shares; 2025Q4: 7,556 shares; 2026Q1: 5,708 shares; 2026Q2: 3,930 shares 3,930 $749K 0.01% -1,778 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: not loaded; 2024Q4: 1,314 shares; 2025Q1: 1,906 shares; 2025Q2: 2,116 shares; 2025Q3: 2,308 shares; 2025Q4: 2,862 shares; 2026Q1: 3,031 shares; 2026Q2: 2,683 shares 2,683 $748K 0.01% -348 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,334 shares; 2025Q1: 10,707 shares; 2025Q2: 10,627 shares; 2025Q3: 10,853 shares; 2025Q4: 9,421 shares; 2026Q1: 10,022 shares; 2026Q2: 10,183 shares 10,183 $747K 0.01% +161 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,723 shares; 2025Q4: 2,415 shares; 2026Q1: 2,767 shares; 2026Q2: 2,912 shares 2,912 $745K 0.01% +145 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 loaded; 2024Q4: 3,515 shares; 2025Q1: 3,700 shares; 2025Q2: 6,827 shares; 2025Q3: 8,499 shares; 2025Q4: 7,971 shares; 2026Q1: 6,466 shares; 2026Q2: 9,787 shares 9,787 $744K 0.01% +3,321 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,874 shares; 2025Q1: 19,543 shares; 2025Q2: 19,388 shares; 2025Q3: 20,955 shares; 2025Q4: 21,888 shares; 2026Q1: 19,632 shares; 2026Q2: 18,036 shares 18,036 $741K 0.01% -1,596 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: not loaded; 2024Q4: 2,087 shares; 2025Q1: 2,643 shares; 2025Q2: 2,658 shares; 2025Q3: 2,632 shares; 2025Q4: 2,713 shares; 2026Q1: 3,145 shares; 2026Q2: 3,063 shares 3,063 $741K 0.01% -82 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: not loaded; 2024Q4: 5,068 shares; 2025Q1: 7,122 shares; 2025Q2: 6,096 shares; 2025Q3: 4,718 shares; 2025Q4: 6,592 shares; 2026Q1: 7,299 shares; 2026Q2: 8,495 shares 8,495 $739K 0.01% +1,196 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,955 shares; 2025Q1: 7,057 shares; 2025Q2: 8,522 shares; 2025Q3: 9,037 shares; 2025Q4: 9,565 shares; 2026Q1: 9,771 shares; 2026Q2: 7,672 shares 7,672 $736K 0.01% -2,099 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,619 shares; 2025Q1: 5,671 shares; 2025Q2: 8,143 shares; 2025Q3: 7,823 shares; 2025Q4: 7,318 shares; 2026Q1: 7,635 shares; 2026Q2: 7,936 shares 7,936 $728K 0.01% +301 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 376 shares; 2025Q4: 346 shares; 2026Q1: 357 shares; 2026Q2: 367 shares 367 $727K 0.01% +10 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,741 shares; 2025Q1: 20,731 shares; 2025Q2: 25,123 shares; 2025Q3: 26,257 shares; 2025Q4: 28,458 shares; 2026Q1: 29,685 shares; 2026Q2: 30,744 shares 30,744 $725K 0.01% +1,059 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 2,915 shares; 2026Q2: 3,329 shares 3,329 $721K 0.01% +414 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,206 shares; 2025Q4: 1,351 shares; 2026Q1: 1,709 shares; 2026Q2: 1,869 shares 1,869 $721K 0.01% +160 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: not loaded; 2024Q4: 5,112 shares; 2025Q1: 7,601 shares; 2025Q2: 6,668 shares; 2025Q3: 7,078 shares; 2025Q4: 4,497 shares; 2026Q1: 5,176 shares; 2026Q2: 5,515 shares 5,515 $716K 0.01% +339 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: not loaded; 2024Q4: 4,885 shares; 2025Q1: 6,039 shares; 2025Q2: 5,456 shares; 2025Q3: 5,902 shares; 2025Q4: 6,911 shares; 2026Q1: 6,048 shares; 2026Q2: 6,601 shares 6,601 $712K 0.01% +553 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: not loaded; 2024Q4: 6,747 shares; 2025Q1: 6,041 shares; 2025Q2: 5,442 shares; 2025Q3: 4,651 shares; 2025Q4: 5,509 shares; 2026Q1: 6,315 shares; 2026Q2: 5,666 shares 5,666 $705K 0.01% -649 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: not loaded; 2024Q4: 10,586 shares; 2025Q1: 8,615 shares; 2025Q2: 4,741 shares; 2025Q3: 4,998 shares; 2025Q4: 5,157 shares; 2026Q1: 9,024 shares; 2026Q2: 11,809 shares 11,809 $705K 0.01% +2,785 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 203 shares; 2025Q1: 405 shares; 2025Q2: 444 shares; 2025Q3: 546 shares; 2025Q4: 501 shares; 2026Q1: 394 shares; 2026Q2: 415 shares 415 $704K 0.01% +21 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,132 shares 3,132 $701K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 912 shares; 2025Q3: 1,148 shares; 2025Q4: 1,249 shares; 2026Q1: 1,272 shares; 2026Q2: 1,414 shares 1,414 $700K 0.01% +142 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: not loaded; 2024Q4: 4,130 shares; 2025Q1: 4,307 shares; 2025Q2: 3,587 shares; 2025Q3: 3,766 shares; 2025Q4: 2,056 shares; 2026Q1: 4,034 shares; 2026Q2: 5,472 shares 5,472 $699K 0.01% +1,438 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,086 shares; 2026Q2: 11,585 shares 11,585 $687K 0.01% +6,499 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,104 shares 3,104 $686K 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,353 shares; 2025Q2: 3,312 shares; 2025Q3: 3,842 shares; 2025Q4: 3,503 shares; 2026Q1: 3,114 shares; 2026Q2: 3,708 shares 3,708 $684K 0.01% +594 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,677 shares; 2025Q1: 5,255 shares; 2025Q2: 5,319 shares; 2025Q3: 5,274 shares; 2025Q4: 4,867 shares; 2026Q1: 4,186 shares; 2026Q2: 3,223 shares 3,223 $679K 0.01% -963 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,906 shares; 2025Q1: 26,472 shares; 2025Q2: 30,204 shares; 2025Q3: 25,212 shares; 2025Q4: 21,996 shares; 2026Q1: 20,691 shares; 2026Q2: 19,912 shares 19,912 $677K 0.01% -779 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,560 shares; 2025Q1: 2,611 shares; 2025Q2: 2,931 shares; 2025Q3: 3,377 shares; 2025Q4: 3,449 shares; 2026Q1: 3,275 shares; 2026Q2: 3,349 shares 3,349 $675K 0.01% +74 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,468 shares; 2025Q1: 10,246 shares; 2025Q2: 11,545 shares; 2025Q3: 13,765 shares; 2025Q4: 16,678 shares; 2026Q1: 15,170 shares; 2026Q2: 12,334 shares 12,334 $675K 0.01% -2,836 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,208 shares; 2025Q1: 25,441 shares; 2025Q2: 26,524 shares; 2025Q3: 23,443 shares; 2025Q4: 25,584 shares; 2026Q1: 24,731 shares; 2026Q2: 25,065 shares 25,065 $673K 0.01% +334 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: not loaded; 2024Q4: 19,442 shares; 2025Q1: 21,786 shares; 2025Q2: 21,940 shares; 2025Q3: 23,520 shares; 2025Q4: 24,922 shares; 2026Q1: 25,564 shares; 2026Q2: 35,143 shares 35,143 $672K 0.01% +9,579 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: not loaded; 2024Q4: 3,314 shares; 2025Q1: 3,529 shares; 2025Q2: 3,026 shares; 2025Q3: 3,053 shares; 2025Q4: 4,804 shares; 2026Q1: 4,545 shares; 2026Q2: 4,199 shares 4,199 $666K 0.01% -346 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,976 shares; 2025Q1: 4,254 shares; 2025Q2: 3,363 shares; 2025Q3: 3,342 shares; 2025Q4: 3,428 shares; 2026Q1: 3,241 shares; 2026Q2: 3,286 shares 3,286 $666K 0.01% +45 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,698 shares; 2025Q1: 2,478 shares; 2025Q2: 3,205 shares; 2025Q3: 3,344 shares; 2025Q4: 3,337 shares; 2026Q1: 3,155 shares; 2026Q2: 2,610 shares 2,610 $664K 0.01% -545 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,558 shares; 2025Q1: 17,594 shares; 2025Q2: 20,017 shares; 2025Q3: 17,315 shares; 2025Q4: 18,014 shares; 2026Q1: 20,068 shares; 2026Q2: 21,165 shares 21,165 $664K 0.01% +1,097 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: not loaded; 2024Q4: 6,547 shares; 2025Q1: 5,948 shares; 2025Q2: 6,647 shares; 2025Q3: 7,224 shares; 2025Q4: 7,385 shares; 2026Q1: 11,054 shares; 2026Q2: 11,750 shares 11,750 $662K 0.01% +696 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: not loaded; 2024Q4: 1,166 shares; 2025Q1: 1,431 shares; 2025Q2: 1,761 shares; 2025Q3: 1,799 shares; 2025Q4: 2,025 shares; 2026Q1: 2,457 shares; 2026Q2: 2,869 shares 2,869 $659K 0.01% +412 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,212 shares 15,212 $658K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,872 shares; 2025Q1: 4,379 shares; 2025Q2: 5,135 shares; 2025Q3: 5,703 shares; 2025Q4: 7,123 shares; 2026Q1: 6,859 shares; 2026Q2: 8,633 shares 8,633 $657K 0.01% +1,774 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,021 shares; 2025Q1: 4,122 shares; 2025Q2: 6,128 shares; 2025Q3: 6,772 shares; 2025Q4: 7,001 shares; 2026Q1: 7,199 shares; 2026Q2: 7,008 shares 7,008 $650K 0.01% -191 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: not loaded; 2024Q4: 1,946 shares; 2025Q1: 2,066 shares; 2025Q2: 2,613 shares; 2025Q3: 2,519 shares; 2025Q4: 2,335 shares; 2026Q1: 3,389 shares; 2026Q2: 3,613 shares 3,613 $649K 0.01% +224 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,463 shares; 2025Q1: 3,393 shares; 2025Q2: 4,138 shares; 2025Q3: 4,651 shares; 2025Q4: 4,895 shares; 2026Q1: 4,725 shares; 2026Q2: 4,741 shares 4,741 $639K 0.01% +16 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,519 shares; 2025Q2: 3,238 shares; 2025Q3: 3,581 shares; 2025Q4: 4,007 shares; 2026Q1: 4,509 shares; 2026Q2: 4,817 shares 4,817 $638K 0.01% +308 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,516 shares; 2025Q2: 4,361 shares; 2025Q3: 4,872 shares; 2025Q4: 4,998 shares; 2026Q1: 4,691 shares; 2026Q2: 5,388 shares 5,388 $637K 0.01% +697 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,497 shares; 2025Q3: 4,740 shares; 2025Q4: 5,992 shares; 2026Q1: 5,668 shares; 2026Q2: 5,910 shares 5,910 $632K 0.01% +242 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,105 shares; 2025Q1: 37,022 shares; 2025Q2: 37,249 shares; 2025Q3: 37,146 shares; 2025Q4: 33,243 shares; 2026Q1: 33,681 shares; 2026Q2: 29,928 shares 29,928 $632K 0.01% -3,753 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,432 shares; 2025Q1: 5,375 shares; 2025Q2: 5,346 shares; 2025Q3: 5,422 shares; 2025Q4: 5,367 shares; 2026Q1: 5,370 shares; 2026Q2: 5,371 shares 5,371 $631K 0.01% +1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,129 shares 7,129 $627K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 151 shares; 2025Q1: 201 shares; 2025Q2: 215 shares; 2025Q3: 237 shares; 2025Q4: 219 shares; 2026Q1: 201 shares; 2026Q2: 196 shares 196 $626K 0.01% -5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,132 shares; 2025Q2: 1,301 shares; 2025Q3: 1,235 shares; 2025Q4: 1,296 shares; 2026Q1: 1,369 shares; 2026Q2: 1,345 shares 1,345 $617K 0.01% -24 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: not loaded; 2024Q4: 2,987 shares; 2025Q1: 4,336 shares; 2025Q2: 3,341 shares; 2025Q3: 2,901 shares; 2025Q4: 3,447 shares; 2026Q1: 4,367 shares; 2026Q2: 3,005 shares 3,005 $616K 0.01% -1,362 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,507 shares; 2025Q3: 38,398 shares; 2025Q4: 32,575 shares; 2026Q1: 38,628 shares; 2026Q2: 38,846 shares 38,846 $613K 0.01% +218 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,480 shares; 2025Q2: 11,161 shares; 2025Q3: 15,089 shares; 2025Q4: 16,564 shares; 2026Q1: 19,985 shares; 2026Q2: 23,220 shares 23,220 $608K 0.01% +3,235 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,793 shares; 2025Q1: 10,755 shares; 2025Q2: 13,295 shares; 2025Q3: 13,408 shares; 2025Q4: 10,397 shares; 2026Q1: 12,481 shares; 2026Q2: 12,457 shares 12,457 $605K 0.01% -24 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 loaded; 2024Q4: 2,500 shares; 2025Q1: 2,595 shares; 2025Q2: 2,787 shares; 2025Q3: 2,710 shares; 2025Q4: 2,578 shares; 2026Q1: 2,785 shares; 2026Q2: 2,695 shares 2,695 $605K 0.01% -90 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 loaded; 2024Q4: 1,009 shares; 2025Q1: 971 shares; 2025Q2: 1,472 shares; 2025Q3: 1,636 shares; 2025Q4: 1,972 shares; 2026Q1: 1,909 shares; 2026Q2: 2,049 shares 2,049 $604K 0.01% +140 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,748 shares; 2025Q1: 7,834 shares; 2025Q2: 7,907 shares; 2025Q3: 7,987 shares; 2025Q4: 8,064 shares; 2026Q1: 8,134 shares; 2026Q2: 7,921 shares 7,921 $604K 0.01% -213 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: not loaded; 2024Q4: 3,599 shares; 2025Q1: 3,881 shares; 2025Q2: 4,035 shares; 2025Q3: 3,961 shares; 2025Q4: 4,307 shares; 2026Q1: 5,070 shares; 2026Q2: 5,601 shares 5,601 $604K 0.01% +531 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: not loaded; 2024Q4: 4,533 shares; 2025Q1: 5,242 shares; 2025Q2: 8,534 shares; 2025Q3: 8,379 shares; 2025Q4: 8,362 shares; 2026Q1: 7,959 shares; 2026Q2: 7,464 shares 7,464 $599K 0.01% -495 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: not loaded; 2024Q4: not reported; 2025Q1: 9,474 shares; 2025Q2: 13,294 shares; 2025Q3: 12,866 shares; 2025Q4: 12,647 shares; 2026Q1: 12,616 shares; 2026Q2: 12,847 shares 12,847 $599K 0.01% +231 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 2,912 shares; 2025Q4: 4,323 shares; 2026Q1: 4,039 shares; 2026Q2: 4,393 shares 4,393 $597K 0.01% +354 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,096 shares; 2025Q4: 7,376 shares; 2026Q1: 8,444 shares; 2026Q2: 8,525 shares 8,525 $597K 0.01% +81 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,332 shares; 2025Q1: 4,009 shares; 2025Q2: 3,937 shares; 2025Q3: 3,917 shares; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares; 2026Q2: 3,742 shares 3,742 $597K 0.01% -17 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: not loaded; 2024Q4: 2,459 shares; 2025Q1: 3,396 shares; 2025Q2: 4,043 shares; 2025Q3: 4,019 shares; 2025Q4: 3,262 shares; 2026Q1: 3,282 shares; 2026Q2: 3,504 shares 3,504 $596K 0.01% +222 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 loaded; 2024Q4: 2,646 shares; 2025Q1: 3,132 shares; 2025Q2: 2,283 shares; 2025Q3: 2,126 shares; 2025Q4: 1,837 shares; 2026Q1: 2,126 shares; 2026Q2: 2,214 shares 2,214 $594K 0.01% +88 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 466 shares; 2025Q2: 519 shares; 2025Q3: 541 shares; 2025Q4: 952 shares; 2026Q1: 845 shares; 2026Q2: 740 shares 740 $588K 0.01% -105 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,623 shares; 2025Q4: 1,816 shares; 2026Q1: 2,233 shares; 2026Q2: 2,467 shares 2,467 $587K 0.01% +234 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,764 shares; 2025Q1: 10,617 shares; 2025Q2: 12,612 shares; 2025Q3: 13,503 shares; 2025Q4: 12,257 shares; 2026Q1: 12,849 shares; 2026Q2: 13,018 shares 13,018 $587K 0.01% +169 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 loaded; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 2,296 shares; 2025Q4: 2,438 shares; 2026Q1: 2,478 shares; 2026Q2: 2,466 shares 2,466 $585K 0.01% -12 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,258 shares; 2025Q1: 57,448 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,832 shares; 2026Q2: 12,469 shares 12,469 $583K 0.01% +4,637 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,084 shares; 2025Q2: 7,429 shares; 2025Q3: 6,794 shares; 2025Q4: 7,130 shares; 2026Q1: 7,012 shares; 2026Q2: 6,982 shares 6,982 $579K 0.01% -30 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 loaded; 2024Q4: 2,060 shares; 2025Q1: 2,884 shares; 2025Q2: 3,509 shares; 2025Q3: 3,833 shares; 2025Q4: 4,066 shares; 2026Q1: 4,116 shares; 2026Q2: 4,212 shares 4,212 $578K 0.01% +96 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,050 shares; 2025Q4: 17,722 shares; 2026Q1: 16,003 shares; 2026Q2: 16,425 shares 16,425 $577K 0.01% +422 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,093 shares; 2025Q1: 5,633 shares; 2025Q2: 5,787 shares; 2025Q3: 6,424 shares; 2025Q4: 5,643 shares; 2026Q1: 6,162 shares; 2026Q2: 6,318 shares 6,318 $576K 0.01% +156 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,692 shares; 2025Q2: 14,209 shares; 2025Q3: 14,189 shares; 2025Q4: 11,954 shares; 2026Q1: 13,489 shares; 2026Q2: 13,489 shares 13,489 $570K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,142 shares; 2025Q1: 5,458 shares; 2025Q2: 5,493 shares; 2025Q3: 5,472 shares; 2025Q4: 5,365 shares; 2026Q1: 5,279 shares; 2026Q2: 5,281 shares 5,281 $569K 0.01% +2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,666 shares; 2025Q1: 1,908 shares; 2025Q2: 2,046 shares; 2025Q3: 2,286 shares; 2025Q4: 2,340 shares; 2026Q1: 2,301 shares; 2026Q2: 2,002 shares 2,002 $567K 0.01% -299 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 loaded; 2024Q4: 1,563 shares; 2025Q1: 1,609 shares; 2025Q2: 6,383 shares; 2025Q3: 6,339 shares; 2025Q4: 5,866 shares; 2026Q1: 6,249 shares; 2026Q2: 6,477 shares 6,477 $564K 0.01% +228 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,657 shares; 2025Q1: 18,159 shares; 2025Q2: 20,919 shares; 2025Q3: 18,735 shares; 2025Q4: 14,187 shares; 2026Q1: 16,641 shares; 2026Q2: 14,394 shares 14,394 $560K 0.01% -2,247 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,756 shares; 2025Q1: 8,126 shares; 2025Q2: 9,692 shares; 2025Q3: 9,001 shares; 2025Q4: 8,416 shares; 2026Q1: 9,565 shares; 2026Q2: 11,769 shares 11,769 $558K 0.01% +2,204 Timeline