AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774,397 shares; 2024Q4: 3,143,993 shares; 2025Q1: 3,391,240 shares; 2025Q2: 3,311,083 shares; 2025Q3: 3,355,147 shares; 2025Q4: 3,623,752 shares; 2026Q1: 3,710,454 shares; 2026Q2: 3,533,005 shares 3,533,005 $350M 11.46% -177,449 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: 2,003,026 shares; 2024Q4: 2,369,344 shares; 2025Q1: 2,574,673 shares; 2025Q2: 2,780,136 shares; 2025Q3: 2,762,237 shares; 2025Q4: 2,955,832 shares; 2026Q1: 2,969,761 shares; 2026Q2: 2,764,707 shares 2,764,707 $294M 9.63% -205,054 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: 1,605,073 shares; 2024Q4: 1,854,162 shares; 2025Q1: 1,992,989 shares; 2025Q2: 2,162,622 shares; 2025Q3: 2,107,018 shares; 2025Q4: 2,027,559 shares; 2026Q1: 2,063,070 shares; 2026Q2: 1,931,426 shares 1,931,426 $247M 8.09% -131,644 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580,957 shares; 2024Q4: 6,648,918 shares; 2025Q1: 6,800,357 shares; 2025Q2: 7,258,961 shares; 2025Q3: 7,188,678 shares; 2025Q4: 6,611,853 shares; 2026Q1: 6,613,376 shares; 2026Q2: 6,255,699 shares 6,255,699 $173M 5.68% -357,677 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,649 shares; 2024Q4: 558,146 shares; 2025Q1: 572,845 shares; 2025Q2: 626,749 shares; 2025Q3: 620,159 shares; 2025Q4: 648,820 shares; 2026Q1: 669,010 shares; 2026Q2: 638,507 shares 638,507 $157M 5.15% -30,503 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843,492 shares; 2024Q4: 3,477,774 shares; 2025Q1: 3,586,105 shares; 2025Q2: 3,764,296 shares; 2025Q3: 3,710,282 shares; 2025Q4: 3,358,935 shares; 2026Q1: 3,365,808 shares; 2026Q2: 3,169,433 shares 3,169,433 $115M 3.77% -196,375 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597,940 shares; 2024Q4: 1,903,426 shares; 2025Q1: 2,003,974 shares; 2025Q2: 1,968,201 shares; 2025Q3: 1,993,466 shares; 2025Q4: 2,170,574 shares; 2026Q1: 2,200,991 shares; 2026Q2: 2,023,152 shares 2,023,152 $102M 3.35% -177,839 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,916,714 shares; 2024Q4: 2,377,760 shares; 2025Q1: 2,663,387 shares; 2025Q2: 2,951,690 shares; 2025Q3: 3,038,299 shares; 2025Q4: 3,284,630 shares; 2026Q1: 3,374,114 shares; 2026Q2: 3,241,966 shares 3,241,966 $89.5M 2.93% -132,148 Timeline SCHC 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: 1,261,022 shares; 2024Q4: 1,664,404 shares; 2025Q1: 1,794,961 shares; 2025Q2: 1,925,206 shares; 2025Q3: 1,915,256 shares; 2025Q4: 1,754,109 shares; 2026Q1: 1,781,089 shares; 2026Q2: 1,703,083 shares 1,703,083 $82M 2.69% -78,006 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: 16,809 shares; 2024Q4: 44,690 shares; 2025Q1: 44,663 shares; 2025Q2: 44,799 shares; 2025Q3: 43,691 shares; 2025Q4: 42,407 shares; 2026Q1: 43,872 shares; 2026Q2: 93,564 shares 93,564 $70.1M 2.3% +49,692 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: 145,289 shares; 2024Q4: 184,136 shares; 2025Q1: 188,051 shares; 2025Q2: 186,710 shares; 2025Q3: 200,665 shares; 2025Q4: 190,817 shares; 2026Q1: 178,906 shares; 2026Q2: 176,758 shares 176,758 $51.1M 1.68% -2,148 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: 120,649 shares; 2024Q4: 130,866 shares; 2025Q1: 147,677 shares; 2025Q2: 124,893 shares; 2025Q3: 124,041 shares; 2025Q4: 97,575 shares; 2026Q1: 123,148 shares; 2026Q2: 601,332 shares 601,332 $44.1M 1.45% +478,184 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: 124,703 shares; 2024Q4: 158,346 shares; 2025Q1: 150,975 shares; 2025Q2: 154,570 shares; 2025Q3: 161,545 shares; 2025Q4: 159,712 shares; 2026Q1: 149,179 shares; 2026Q2: 145,314 shares 145,314 $29.1M 0.95% -3,865 Timeline SPHY 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: 768,022 shares; 2024Q4: 930,000 shares; 2025Q1: 1,074,732 shares; 2025Q2: 1,117,534 shares; 2025Q3: 1,341,992 shares; 2025Q4: 1,442,659 shares; 2026Q1: 1,319,802 shares; 2026Q2: 1,209,597 shares 1,209,597 $28.4M 0.93% -110,205 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: 181,155 shares; 2024Q4: 277,962 shares; 2025Q1: 265,906 shares; 2025Q2: 287,523 shares; 2025Q3: 313,398 shares; 2025Q4: 301,950 shares; 2026Q1: 264,094 shares; 2026Q2: 250,803 shares 250,803 $27M 0.88% -13,291 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,208 shares; 2024Q4: 31,821 shares; 2025Q1: 28,017 shares; 2025Q2: 26,469 shares; 2025Q3: 26,319 shares; 2025Q4: 21,754 shares; 2026Q1: 67,713 shares; 2026Q2: 511,049 shares 511,049 $25.8M 0.84% +443,336 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: 202,976 shares; 2024Q4: 224,814 shares; 2025Q1: 244,800 shares; 2025Q2: 247,124 shares; 2025Q3: 250,459 shares; 2025Q4: 264,493 shares; 2026Q1: 271,763 shares; 2026Q2: 256,088 shares 256,088 $24.7M 0.81% -15,675 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: 51,434 shares; 2024Q4: 67,368 shares; 2025Q1: 68,082 shares; 2025Q2: 70,032 shares; 2025Q3: 70,044 shares; 2025Q4: 66,606 shares; 2026Q1: 62,976 shares; 2026Q2: 60,310 shares 60,310 $22.5M 0.74% -2,666 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: 109,068 shares; 2024Q4: 120,765 shares; 2025Q1: 89,843 shares; 2025Q2: 78,026 shares; 2025Q3: 91,990 shares; 2025Q4: 104,091 shares; 2026Q1: 122,391 shares; 2026Q2: 241,387 shares 241,387 $20M 0.66% +118,996 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: 39,789 shares; 2024Q4: 52,080 shares; 2025Q1: 53,702 shares; 2025Q2: 52,760 shares; 2025Q3: 55,515 shares; 2025Q4: 58,621 shares; 2026Q1: 54,748 shares; 2026Q2: 54,222 shares 54,222 $19.4M 0.64% -526 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: 43,759 shares; 2024Q4: 48,440 shares; 2025Q1: 51,051 shares; 2025Q2: 48,049 shares; 2025Q3: 55,917 shares; 2025Q4: 55,999 shares; 2026Q1: 52,829 shares; 2026Q2: 51,869 shares 51,869 $19.2M 0.63% -960 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: 146,523 shares; 2024Q4: 219,422 shares; 2025Q1: 186,767 shares; 2025Q2: 178,099 shares; 2025Q3: 177,868 shares; 2025Q4: 184,674 shares; 2026Q1: 184,103 shares; 2026Q2: 181,320 shares 181,320 $17.5M 0.57% -2,783 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,523 shares; 2024Q4: 141,725 shares; 2025Q1: 81,562 shares; 2025Q2: 66,346 shares; 2025Q3: 66,220 shares; 2025Q4: 65,441 shares; 2026Q1: 63,189 shares; 2026Q2: 62,120 shares 62,120 $17.1M 0.56% -1,069 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: 30,799 shares; 2024Q4: 142,580 shares; 2025Q1: 198,611 shares; 2025Q2: 189,994 shares; 2025Q3: 177,962 shares; 2025Q4: 214,750 shares; 2026Q1: 200,315 shares; 2026Q2: 211,782 shares 211,782 $16.3M 0.54% +11,467 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,002 shares; 2025Q1: 6,666 shares; 2025Q2: 5,035 shares; 2025Q3: 5,140 shares; 2025Q4: 2,140 shares; 2026Q1: 22,144 shares; 2026Q2: 236,358 shares 236,358 $16M 0.52% +214,214 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: 51,919 shares; 2024Q4: 73,511 shares; 2025Q1: 71,950 shares; 2025Q2: 70,531 shares; 2025Q3: 73,901 shares; 2025Q4: 71,391 shares; 2026Q1: 66,065 shares; 2026Q2: 66,025 shares 66,025 $15.7M 0.52% -40 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: 14,965 shares; 2024Q4: 98,244 shares; 2025Q1: 98,373 shares; 2025Q2: 97,516 shares; 2025Q3: 104,823 shares; 2025Q4: 100,817 shares; 2026Q1: 92,090 shares; 2026Q2: 92,074 shares 92,074 $13.5M 0.44% -16 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: 11,002 shares; 2024Q4: 11,232 shares; 2025Q1: 11,172 shares; 2025Q2: 11,711 shares; 2025Q3: 12,132 shares; 2025Q4: 11,564 shares; 2026Q1: 11,371 shares; 2026Q2: 11,047 shares 11,047 $13.3M 0.43% -324 Timeline ESGV 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: 137,322 shares; 2024Q4: 137,692 shares; 2025Q1: 137,998 shares; 2025Q2: 97,944 shares; 2025Q3: 98,177 shares; 2025Q4: 98,416 shares; 2026Q1: 98,955 shares; 2026Q2: 100,084 shares 100,084 $13.2M 0.43% +1,129 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,679 shares; 2024Q4: 45,045 shares; 2025Q1: 44,074 shares; 2025Q2: 45,750 shares; 2025Q3: 43,990 shares; 2025Q4: 40,799 shares; 2026Q1: 38,401 shares; 2026Q2: 37,999 shares 37,999 $12.4M 0.41% -402 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,917 shares; 2024Q4: 310,332 shares; 2025Q1: 303,928 shares; 2025Q2: 301,919 shares; 2025Q3: 300,785 shares; 2025Q4: 292,990 shares; 2026Q1: 281,770 shares; 2026Q2: 269,949 shares 269,949 $12M 0.39% -11,821 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: 81,868 shares; 2024Q4: 88,355 shares; 2025Q1: 88,451 shares; 2025Q2: 88,422 shares; 2025Q3: 118,251 shares; 2025Q4: 121,962 shares; 2026Q1: 96,012 shares; 2026Q2: 96,233 shares 96,233 $11.3M 0.37% +221 Timeline VCEB 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: 193,443 shares; 2024Q4: 196,341 shares; 2025Q1: 197,816 shares; 2025Q2: 170,271 shares; 2025Q3: 171,598 shares; 2025Q4: 174,160 shares; 2026Q1: 175,469 shares; 2026Q2: 177,552 shares 177,552 $11.1M 0.37% +2,083 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: 28,563 shares; 2024Q4: 28,118 shares; 2025Q1: 29,223 shares; 2025Q2: 29,856 shares; 2025Q3: 29,439 shares; 2025Q4: 16,547 shares; 2026Q1: 16,080 shares; 2026Q2: 15,951 shares 15,951 $11M 0.36% -129 Timeline DDFO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474,479 shares; 2026Q1: 501,905 shares; 2026Q2: 482,639 shares 482,639 $10.9M 0.36% -19,266 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,454 shares; 2024Q4: 12,271 shares; 2025Q1: 12,271 shares; 2025Q2: 12,271 shares; 2025Q3: 186,140 shares; 2025Q4: 230,267 shares; 2026Q1: 243,778 shares; 2026Q2: 233,712 shares 233,712 $10.7M 0.35% -10,066 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,977 shares; 2024Q4: 43,562 shares; 2025Q1: 46,328 shares; 2025Q2: 48,107 shares; 2025Q3: 49,269 shares; 2025Q4: 48,987 shares; 2026Q1: 53,530 shares; 2026Q2: 127,351 shares 127,351 $10.5M 0.34% +73,821 Timeline PSEP 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 reported; 2024Q4: 40,403 shares; 2025Q1: 67,935 shares; 2025Q2: not reported; 2025Q3: 176,254 shares; 2025Q4: 220,145 shares; 2026Q1: 233,771 shares; 2026Q2: 223,846 shares 223,846 $10.3M 0.34% -9,925 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 501,452 shares; 2026Q1: 532,843 shares; 2026Q2: 510,851 shares 510,851 $10.2M 0.33% -21,992 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: 18,142 shares; 2024Q4: 21,756 shares; 2025Q1: 24,119 shares; 2025Q2: 30,071 shares; 2025Q3: 29,752 shares; 2025Q4: 27,934 shares; 2026Q1: 27,656 shares; 2026Q2: 26,952 shares 26,952 $10.2M 0.33% -704 Timeline VSGX 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: 78,531 shares; 2024Q4: 79,753 shares; 2025Q1: 113,639 shares; 2025Q2: 119,042 shares; 2025Q3: 120,807 shares; 2025Q4: 120,539 shares; 2026Q1: 121,322 shares; 2026Q2: 123,020 shares 123,020 $10.1M 0.33% +1,698 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,688 shares; 2024Q4: 99,744 shares; 2025Q1: 44,612 shares; 2025Q2: 29,493 shares; 2025Q3: 56,237 shares; 2025Q4: 56,507 shares; 2026Q1: 36,232 shares; 2026Q2: 124,335 shares 124,335 $9.69M 0.32% +88,103 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: 56,751 shares; 2024Q4: 61,059 shares; 2025Q1: 37,351 shares; 2025Q2: 31,077 shares; 2025Q3: 31,059 shares; 2025Q4: 26,185 shares; 2026Q1: 25,439 shares; 2026Q2: 25,180 shares 25,180 $8.66M 0.28% -259 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: 4,218 shares; 2024Q4: 6,796 shares; 2025Q1: 6,997 shares; 2025Q2: 6,801 shares; 2025Q3: 7,200 shares; 2025Q4: 4,144 shares; 2026Q1: 15,415 shares; 2026Q2: 98,451 shares 98,451 $8.65M 0.28% +83,036 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: 16,868 shares; 2024Q4: 19,178 shares; 2025Q1: 19,537 shares; 2025Q2: 20,562 shares; 2025Q3: 23,878 shares; 2025Q4: 21,429 shares; 2026Q1: 17,618 shares; 2026Q2: 15,359 shares 15,359 $8.65M 0.28% -2,259 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 7,749 shares; 2026Q2: 67,429 shares 67,429 $8.41M 0.28% +59,680 Timeline ISEP 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 reported; 2024Q4: 42,715 shares; 2025Q1: 72,497 shares; 2025Q2: 132,219 shares; 2025Q3: 184,088 shares; 2025Q4: 229,604 shares; 2026Q1: 242,130 shares; 2026Q2: 231,896 shares 231,896 $8.02M 0.26% -10,234 Timeline IOCT 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 reported; 2024Q4: 41,664 shares; 2025Q1: 68,101 shares; 2025Q2: 124,256 shares; 2025Q3: 172,785 shares; 2025Q4: 214,847 shares; 2026Q1: 226,398 shares; 2026Q2: 216,854 shares 216,854 $8.02M 0.26% -9,544 Timeline IMAR 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 reported; 2024Q4: not reported; 2025Q1: 19,549 shares; 2025Q2: 19,549 shares; 2025Q3: 19,549 shares; 2025Q4: not reported; 2026Q1: 270,771 shares; 2026Q2: 259,720 shares 259,720 $7.91M 0.26% -11,051 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,331 shares; 2024Q4: 81,176 shares; 2025Q1: 78,429 shares; 2025Q2: 79,361 shares; 2025Q3: 79,594 shares; 2025Q4: 91,727 shares; 2026Q1: 71,325 shares; 2026Q2: 70,883 shares 70,883 $7.55M 0.25% -442 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: 10,663 shares; 2024Q4: 10,883 shares; 2025Q1: 10,908 shares; 2025Q2: 10,837 shares; 2025Q3: 15,589 shares; 2025Q4: 10,682 shares; 2026Q1: 10,023 shares; 2026Q2: 9,967 shares 9,967 $7.44M 0.24% -56 Timeline BKMS BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276,470 shares; 2026Q2: 271,600 shares 271,600 $6.94M 0.23% -4,870 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: 88,047 shares; 2024Q4: 83,150 shares; 2025Q1: 81,198 shares; 2025Q2: 79,513 shares; 2025Q3: 75,709 shares; 2025Q4: 73,022 shares; 2026Q1: 72,553 shares; 2026Q2: 71,674 shares 71,674 $6.91M 0.23% -879 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,662 shares; 2026Q2: 261,058 shares 261,058 $6.9M 0.23% +3,396 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,817 shares; 2024Q4: 21,573 shares; 2025Q1: 19,140 shares; 2025Q2: 27,356 shares; 2025Q3: 24,521 shares; 2025Q4: 19,457 shares; 2026Q1: 27,823 shares; 2026Q2: 24,761 shares 24,761 $6.89M 0.23% -3,062 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 14,085 shares; 2026Q2: 154,963 shares 154,963 $6.82M 0.22% +140,878 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,914 shares; 2024Q4: 176,214 shares; 2025Q1: 176,759 shares; 2025Q2: 176,554 shares; 2025Q3: 176,425 shares; 2025Q4: 183,650 shares; 2026Q1: 174,124 shares; 2026Q2: 158,837 shares 158,837 $6.7M 0.22% -15,287 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: 16,854 shares; 2024Q4: 20,048 shares; 2025Q1: 20,601 shares; 2025Q2: 21,356 shares; 2025Q3: 25,715 shares; 2025Q4: 21,666 shares; 2026Q1: 19,076 shares; 2026Q2: 18,726 shares 18,726 $6.6M 0.22% -350 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,404 shares; 2024Q4: 84,774 shares; 2025Q1: 48,074 shares; 2025Q2: 37,925 shares; 2025Q3: 37,926 shares; 2025Q4: 37,099 shares; 2026Q1: 36,014 shares; 2026Q2: 35,692 shares 35,692 $6.6M 0.22% -322 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 5,178 shares; 2025Q1: 5,739 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,361 shares; 2026Q1: 13,636 shares; 2026Q2: 111,330 shares 111,330 $6.57M 0.22% +97,694 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: 14,947 shares; 2024Q4: 14,684 shares; 2025Q1: 13,998 shares; 2025Q2: 14,710 shares; 2025Q3: 15,202 shares; 2025Q4: 16,205 shares; 2026Q1: 15,832 shares; 2026Q2: 15,581 shares 15,581 $6.55M 0.21% -251 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: 16,022 shares; 2024Q4: 23,516 shares; 2025Q1: 23,617 shares; 2025Q2: 48,198 shares; 2025Q3: 52,017 shares; 2025Q4: 55,758 shares; 2026Q1: 55,594 shares; 2026Q2: 58,609 shares 58,609 $6.47M 0.21% +3,015 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: 77,511 shares; 2024Q4: 88,263 shares; 2025Q1: 93,431 shares; 2025Q2: 93,656 shares; 2025Q3: 87,305 shares; 2025Q4: 78,362 shares; 2026Q1: 76,082 shares; 2026Q2: 75,189 shares 75,189 $6.43M 0.21% -893 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,147 shares; 2024Q4: 153,684 shares; 2025Q1: 86,259 shares; 2025Q2: 68,612 shares; 2025Q3: 68,038 shares; 2025Q4: 67,406 shares; 2026Q1: 64,200 shares; 2026Q2: 64,108 shares 64,108 $6.29M 0.21% -92 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,615 shares; 2026Q2: 209,484 shares 209,484 $6.29M 0.21% +197,869 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: 10,288 shares; 2024Q4: 13,965 shares; 2025Q1: 16,876 shares; 2025Q2: 16,643 shares; 2025Q3: 13,258 shares; 2025Q4: 12,986 shares; 2026Q1: 12,627 shares; 2026Q2: 12,467 shares 12,467 $6.24M 0.2% -160 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,027 shares; 2026Q2: 246,579 shares 246,579 $6.22M 0.2% -3,448 Timeline KOCT 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 reported; 2024Q4: 28,105 shares; 2025Q1: 49,203 shares; 2025Q2: 54,223 shares; 2025Q3: 54,829 shares; 2025Q4: 163,041 shares; 2026Q1: 171,887 shares; 2026Q2: 163,752 shares 163,752 $6.12M 0.2% -8,135 Timeline KDEC 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 reported; 2024Q4: 35,623 shares; 2025Q1: 62,588 shares; 2025Q2: 69,817 shares; 2025Q3: 169,223 shares; 2025Q4: 212,310 shares; 2026Q1: 224,578 shares; 2026Q2: 214,228 shares 214,228 $6.08M 0.2% -10,350 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,771 shares; 2025Q2: 4,198 shares; 2025Q3: 4,418 shares; 2025Q4: 2,912 shares; 2026Q1: 10,048 shares; 2026Q2: 73,811 shares 73,811 $6.08M 0.2% +63,763 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: 13,743 shares; 2024Q4: 40,989 shares; 2025Q1: 44,036 shares; 2025Q2: 40,734 shares; 2025Q3: 38,748 shares; 2025Q4: 43,330 shares; 2026Q1: 41,016 shares; 2026Q2: 40,903 shares 40,903 $6.07M 0.2% -113 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,752 shares; 2024Q4: 33,806 shares; 2025Q1: 33,829 shares; 2025Q2: 33,861 shares; 2025Q3: 30,726 shares; 2025Q4: 30,765 shares; 2026Q1: 30,718 shares; 2026Q2: 30,633 shares 30,633 $5.96M 0.2% -85 Timeline KAUG 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 reported; 2024Q4: 33,894 shares; 2025Q1: 59,664 shares; 2025Q2: 65,846 shares; 2025Q3: 163,857 shares; 2025Q4: 205,288 shares; 2026Q1: 216,870 shares; 2026Q2: 207,007 shares 207,007 $5.93M 0.19% -9,863 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: 19,806 shares; 2024Q4: 33,636 shares; 2025Q1: 29,173 shares; 2025Q2: 25,956 shares; 2025Q3: 23,327 shares; 2025Q4: 20,884 shares; 2026Q1: 19,969 shares; 2026Q2: 19,246 shares 19,246 $5.83M 0.19% -723 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,155 shares; 2026Q2: 56,253 shares 56,253 $5.8M 0.19% +51,098 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,457 shares; 2024Q4: 6,613 shares; 2025Q1: 6,350 shares; 2025Q2: 9,027 shares; 2025Q3: 9,273 shares; 2025Q4: 8,329 shares; 2026Q1: 8,608 shares; 2026Q2: 9,794 shares 9,794 $5.69M 0.19% +1,186 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,989 shares; 2024Q4: 41,277 shares; 2025Q1: 45,532 shares; 2025Q2: 45,881 shares; 2025Q3: 67,042 shares; 2025Q4: 80,200 shares; 2026Q1: 42,643 shares; 2026Q2: 40,261 shares 40,261 $5.5M 0.18% -2,382 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,933 shares; 2024Q4: 28,954 shares; 2025Q1: 29,258 shares; 2025Q2: 28,061 shares; 2025Q3: 25,023 shares; 2025Q4: 24,908 shares; 2026Q1: 25,000 shares; 2026Q2: 24,931 shares 24,931 $5.47M 0.18% -69 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,867 shares; 2024Q4: 61,666 shares; 2025Q1: 61,453 shares; 2025Q2: 61,527 shares; 2025Q3: 61,330 shares; 2025Q4: 61,097 shares; 2026Q1: 60,704 shares; 2026Q2: 58,909 shares 58,909 $5.46M 0.18% -1,795 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,854 shares; 2024Q4: 20,574 shares; 2025Q1: 20,735 shares; 2025Q2: 20,056 shares; 2025Q3: 19,557 shares; 2025Q4: 18,403 shares; 2026Q1: 15,653 shares; 2026Q2: 14,778 shares 14,778 $5.07M 0.17% -875 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,893 shares; 2024Q4: 10,985 shares; 2025Q1: 14,053 shares; 2025Q2: 17,109 shares; 2025Q3: 24,454 shares; 2025Q4: 23,583 shares; 2026Q1: 16,700 shares; 2026Q2: 16,934 shares 16,934 $5.05M 0.17% +234 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: 3,077 shares; 2024Q4: 4,309 shares; 2025Q1: 6,572 shares; 2025Q2: 5,176 shares; 2025Q3: 5,239 shares; 2025Q4: 4,552 shares; 2026Q1: 4,726 shares; 2026Q2: 4,362 shares 4,362 $5.04M 0.17% -364 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,176 shares; 2024Q4: 56,482 shares; 2025Q1: 66,329 shares; 2025Q2: 71,720 shares; 2025Q3: 58,473 shares; 2025Q4: 47,516 shares; 2026Q1: 49,277 shares; 2026Q2: 49,172 shares 49,172 $5.03M 0.16% -105 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: 10,667 shares; 2024Q4: 17,445 shares; 2025Q1: 21,506 shares; 2025Q2: 21,711 shares; 2025Q3: 30,164 shares; 2025Q4: 29,130 shares; 2026Q1: 21,141 shares; 2026Q2: 19,763 shares 19,763 $5.02M 0.16% -1,378 Timeline ARDT ARDENT HEALTH INC More: the full row for ARDENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,233 shares; 2025Q2: 790,663 shares; 2025Q3: 790,663 shares; 2025Q4: 640,596 shares; 2026Q1: 640,596 shares; 2026Q2: 480,447 shares 480,447 $4.73M 0.15% -160,149 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: 6,923 shares; 2024Q4: 8,360 shares; 2025Q1: 8,297 shares; 2025Q2: 7,610 shares; 2025Q3: 7,489 shares; 2025Q4: 7,374 shares; 2026Q1: 6,368 shares; 2026Q2: 6,373 shares 6,373 $4.69M 0.15% +5 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,864 shares; 2024Q4: 46,709 shares; 2025Q1: 45,691 shares; 2025Q2: 46,761 shares; 2025Q3: 45,838 shares; 2025Q4: 44,400 shares; 2026Q1: 42,386 shares; 2026Q2: 41,421 shares 41,421 $4.69M 0.15% -965 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: 6,124 shares; 2024Q4: 14,734 shares; 2025Q1: 14,339 shares; 2025Q2: 13,258 shares; 2025Q3: 14,054 shares; 2025Q4: 15,142 shares; 2026Q1: 13,719 shares; 2026Q2: 13,271 shares 13,271 $4.69M 0.15% -448 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: 63,648 shares; 2024Q4: 62,713 shares; 2025Q1: 41,880 shares; 2025Q2: 41,072 shares; 2025Q3: 40,689 shares; 2025Q4: 39,483 shares; 2026Q1: 39,122 shares; 2026Q2: 32,487 shares 32,487 $4.63M 0.15% -6,635 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: 5,003 shares; 2024Q4: 5,356 shares; 2025Q1: 5,335 shares; 2025Q2: 5,413 shares; 2025Q3: 5,070 shares; 2025Q4: 4,607 shares; 2026Q1: 4,564 shares; 2026Q2: 4,819 shares 4,819 $4.51M 0.15% +255 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: 18,681 shares; 2024Q4: 21,939 shares; 2025Q1: 24,615 shares; 2025Q2: 28,888 shares; 2025Q3: 43,247 shares; 2025Q4: 42,195 shares; 2026Q1: 24,976 shares; 2026Q2: 24,736 shares 24,736 $4.48M 0.15% -240 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: 20,547 shares; 2024Q4: 22,718 shares; 2025Q1: 74,914 shares; 2025Q2: 84,375 shares; 2025Q3: 90,353 shares; 2025Q4: 93,593 shares; 2026Q1: 94,790 shares; 2026Q2: 93,618 shares 93,618 $4.44M 0.15% -1,172 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: 17,438 shares; 2024Q4: 17,165 shares; 2025Q1: 11,885 shares; 2025Q2: 10,028 shares; 2025Q3: 10,060 shares; 2025Q4: 9,606 shares; 2026Q1: 8,749 shares; 2026Q2: 51,407 shares 51,407 $4.43M 0.15% +42,658 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,627 shares; 2024Q4: 111,694 shares; 2025Q1: 107,488 shares; 2025Q2: 107,992 shares; 2025Q3: 106,829 shares; 2025Q4: 107,576 shares; 2026Q1: 102,708 shares; 2026Q2: 103,914 shares 103,914 $4.41M 0.14% +1,206 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,949 shares; 2024Q4: 88,179 shares; 2025Q1: 80,385 shares; 2025Q2: 82,435 shares; 2025Q3: 79,473 shares; 2025Q4: 79,764 shares; 2026Q1: 82,795 shares; 2026Q2: 81,404 shares 81,404 $4.33M 0.14% -1,391 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: 9,345 shares; 2024Q4: 16,086 shares; 2025Q1: 16,461 shares; 2025Q2: 16,885 shares; 2025Q3: 21,655 shares; 2025Q4: 26,535 shares; 2026Q1: 28,523 shares; 2026Q2: 30,728 shares 30,728 $4.29M 0.14% +2,205 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,641 shares; 2026Q1: 45,149 shares; 2026Q2: 60,895 shares 60,895 $4.23M 0.14% +15,746 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: 13,604 shares; 2024Q4: 15,723 shares; 2025Q1: 16,850 shares; 2025Q2: 16,768 shares; 2025Q3: 24,168 shares; 2025Q4: 25,382 shares; 2026Q1: 16,371 shares; 2026Q2: 15,479 shares 15,479 $4.18M 0.14% -892 Timeline EOCT 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 reported; 2024Q4: 22,788 shares; 2025Q1: 38,870 shares; 2025Q2: 71,687 shares; 2025Q3: 98,541 shares; 2025Q4: 120,126 shares; 2026Q1: 125,819 shares; 2026Q2: 120,129 shares 120,129 $4.1M 0.13% -5,690 Timeline GSIE 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: 95,456 shares; 2024Q4: 92,267 shares; 2025Q1: 92,245 shares; 2025Q2: 92,462 shares; 2025Q3: 92,681 shares; 2025Q4: 89,328 shares; 2026Q1: 88,867 shares; 2026Q2: 89,731 shares 89,731 $4.1M 0.13% +864 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: 12,603 shares; 2024Q4: 17,930 shares; 2025Q1: 18,404 shares; 2025Q2: 22,424 shares; 2025Q3: 36,307 shares; 2025Q4: 33,628 shares; 2026Q1: 19,043 shares; 2026Q2: 16,291 shares 16,291 $4.1M 0.13% -2,752 Timeline EJAN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,525 shares; 2026Q1: 118,318 shares; 2026Q2: 113,323 shares 113,323 $4.08M 0.13% -4,995 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: 7,292 shares; 2024Q4: 9,567 shares; 2025Q1: 10,319 shares; 2025Q2: 14,382 shares; 2025Q3: 13,921 shares; 2025Q4: 11,903 shares; 2026Q1: 10,547 shares; 2026Q2: 10,591 shares 10,591 $3.96M 0.13% +44 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,933 shares; 2024Q4: 30,176 shares; 2025Q1: 30,418 shares; 2025Q2: 30,188 shares; 2025Q3: 30,079 shares; 2025Q4: 30,024 shares; 2026Q1: 30,709 shares; 2026Q2: 30,681 shares 30,681 $3.93M 0.13% -28 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: 45,518 shares; 2024Q4: 63,708 shares; 2025Q1: 61,291 shares; 2025Q2: 59,781 shares; 2025Q3: 74,384 shares; 2025Q4: 71,264 shares; 2026Q1: 56,284 shares; 2026Q2: 54,804 shares 54,804 $3.9M 0.13% -1,480 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: 13,226 shares; 2024Q4: 12,359 shares; 2025Q1: 12,447 shares; 2025Q2: 12,050 shares; 2025Q3: 11,939 shares; 2025Q4: 11,905 shares; 2026Q1: 11,461 shares; 2026Q2: 11,377 shares 11,377 $3.9M 0.13% -84 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,079 shares; 2024Q4: 45,653 shares; 2025Q1: 30,860 shares; 2025Q2: 30,270 shares; 2025Q3: 30,398 shares; 2025Q4: 29,897 shares; 2026Q1: 29,288 shares; 2026Q2: 25,224 shares 25,224 $3.89M 0.13% -4,064 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: 9,244 shares; 2024Q4: 10,487 shares; 2025Q1: 9,978 shares; 2025Q2: 7,882 shares; 2025Q3: 12,053 shares; 2025Q4: 11,218 shares; 2026Q1: 9,689 shares; 2026Q2: 9,224 shares 9,224 $3.83M 0.13% -465 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: 46,997 shares; 2024Q4: 69,983 shares; 2025Q1: 76,186 shares; 2025Q2: 81,566 shares; 2025Q3: 87,929 shares; 2025Q4: 76,425 shares; 2026Q1: 68,061 shares; 2026Q2: 64,309 shares 64,309 $3.66M 0.12% -3,752 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,812 shares; 2024Q4: 119,806 shares; 2025Q1: 118,926 shares; 2025Q2: 115,517 shares; 2025Q3: 113,614 shares; 2025Q4: 108,130 shares; 2026Q1: 102,332 shares; 2026Q2: 97,034 shares 97,034 $3.62M 0.12% -5,298 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: 1,877 shares; 2024Q4: 2,560 shares; 2025Q1: 1,846 shares; 2025Q2: 3,055 shares; 2025Q3: 2,772 shares; 2025Q4: 2,660 shares; 2026Q1: 3,005 shares; 2026Q2: 3,070 shares 3,070 $3.61M 0.12% +65 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,441 shares; 2024Q4: 139,589 shares; 2025Q1: 138,715 shares; 2025Q2: 127,374 shares; 2025Q3: 119,408 shares; 2025Q4: 127,348 shares; 2026Q1: 121,327 shares; 2026Q2: 124,386 shares 124,386 $3.6M 0.12% +3,059 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 10,787 shares; 2026Q2: 10,784 shares 10,784 $3.57M 0.12% -3 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: 22,795 shares; 2024Q4: 22,847 shares; 2025Q1: 20,951 shares; 2025Q2: 18,834 shares; 2025Q3: 20,353 shares; 2025Q4: 18,915 shares; 2026Q1: 16,613 shares; 2026Q2: 16,252 shares 16,252 $3.54M 0.12% -361 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: 68,422 shares; 2024Q4: 46,745 shares; 2025Q1: 45,595 shares; 2025Q2: 46,799 shares; 2025Q3: 45,390 shares; 2025Q4: 45,478 shares; 2026Q1: 44,019 shares; 2026Q2: 43,552 shares 43,552 $3.48M 0.11% -467 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,760 shares; 2024Q4: 5,755 shares; 2025Q1: 19,408 shares; 2025Q2: 24,677 shares; 2025Q3: 24,516 shares; 2025Q4: 21,775 shares; 2026Q1: 15,388 shares; 2026Q2: 13,618 shares 13,618 $3.48M 0.11% -1,770 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: 34,926 shares; 2024Q4: 35,137 shares; 2025Q1: 37,529 shares; 2025Q2: 35,708 shares; 2025Q3: 32,033 shares; 2025Q4: 26,026 shares; 2026Q1: 23,457 shares; 2026Q2: 21,307 shares 21,307 $3.37M 0.11% -2,150 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,867 shares; 2025Q1: 30,691 shares; 2025Q2: 33,542 shares; 2025Q3: 45,181 shares; 2025Q4: 50,729 shares; 2026Q1: 55,979 shares; 2026Q2: 67,137 shares 67,137 $3.33M 0.11% +11,158 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: 19,909 shares; 2024Q4: 24,353 shares; 2025Q1: 17,351 shares; 2025Q2: 23,411 shares; 2025Q3: 45,696 shares; 2025Q4: 41,579 shares; 2026Q1: 23,321 shares; 2026Q2: 25,250 shares 25,250 $3.24M 0.11% +1,929 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: 55,678 shares; 2024Q4: 56,156 shares; 2025Q1: 56,611 shares; 2025Q2: 57,234 shares; 2025Q3: 57,758 shares; 2025Q4: 57,904 shares; 2026Q1: 58,378 shares; 2026Q2: 58,859 shares 58,859 $3.1M 0.1% +481 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: 62,810 shares; 2024Q4: 66,695 shares; 2025Q1: 33,291 shares; 2025Q2: 33,349 shares; 2025Q3: 33,537 shares; 2025Q4: 32,226 shares; 2026Q1: 32,188 shares; 2026Q2: 32,288 shares 32,288 $3.08M 0.1% +100 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: 77,335 shares; 2024Q4: 87,493 shares; 2025Q1: 86,729 shares; 2025Q2: 50,859 shares; 2025Q3: 279,584 shares; 2025Q4: 268,868 shares; 2026Q1: 61,396 shares; 2026Q2: 60,691 shares 60,691 $3.07M 0.1% -705 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: 17,964 shares; 2024Q4: 18,636 shares; 2025Q1: 17,946 shares; 2025Q2: 11,819 shares; 2025Q3: 11,756 shares; 2025Q4: 11,294 shares; 2026Q1: 10,243 shares; 2026Q2: 9,919 shares 9,919 $3.04M 0.1% -324 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,454 shares; 2024Q4: 56,894 shares; 2025Q1: 35,866 shares; 2025Q2: 36,542 shares; 2025Q3: 36,536 shares; 2025Q4: 36,227 shares; 2026Q1: 35,614 shares; 2026Q2: 29,204 shares 29,204 $3M 0.1% -6,410 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: 12,610 shares; 2024Q4: 14,641 shares; 2025Q1: 15,324 shares; 2025Q2: 18,094 shares; 2025Q3: 36,904 shares; 2025Q4: 30,328 shares; 2026Q1: 18,419 shares; 2026Q2: 17,713 shares 17,713 $2.94M 0.1% -706 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: 8,081 shares; 2024Q4: 10,139 shares; 2025Q1: 9,966 shares; 2025Q2: 9,770 shares; 2025Q3: 9,467 shares; 2025Q4: 8,289 shares; 2026Q1: 8,077 shares; 2026Q2: 5,931 shares 5,931 $2.91M 0.1% -2,146 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: 1,765 shares; 2024Q4: 5,391 shares; 2025Q1: 5,200 shares; 2025Q2: 8,437 shares; 2025Q3: 9,321 shares; 2025Q4: 9,994 shares; 2026Q1: 9,219 shares; 2026Q2: 9,354 shares 9,354 $2.81M 0.09% +135 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,630 shares; 2024Q4: 62,843 shares; 2025Q1: 62,928 shares; 2025Q2: 62,960 shares; 2025Q3: 62,869 shares; 2025Q4: 65,372 shares; 2026Q1: 62,247 shares; 2026Q2: 58,346 shares 58,346 $2.79M 0.09% -3,901 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: 5,258 shares; 2024Q4: 11,062 shares; 2025Q1: 10,361 shares; 2025Q2: 10,504 shares; 2025Q3: 9,844 shares; 2025Q4: 9,028 shares; 2026Q1: 8,008 shares; 2026Q2: 8,044 shares 8,044 $2.74M 0.09% +36 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,815 shares; 2025Q1: 25,815 shares; 2025Q2: 18,087 shares; 2025Q3: 20,750 shares; 2025Q4: 21,520 shares; 2026Q1: 20,292 shares; 2026Q2: 18,546 shares 18,546 $2.71M 0.09% -1,746 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 4,607 shares; 2025Q1: 4,122 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 4,173 shares; 2026Q1: 4,004 shares; 2026Q2: 3,739 shares 3,739 $2.7M 0.09% -265 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: 10,396 shares; 2024Q4: 10,262 shares; 2025Q1: 9,524 shares; 2025Q2: 9,225 shares; 2025Q3: 8,979 shares; 2025Q4: 6,771 shares; 2026Q1: 3,701 shares; 2026Q2: 3,597 shares 3,597 $2.59M 0.08% -104 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: 18,302 shares; 2024Q4: 18,624 shares; 2025Q1: 18,138 shares; 2025Q2: 17,198 shares; 2025Q3: 18,546 shares; 2025Q4: 18,460 shares; 2026Q1: 17,006 shares; 2026Q2: 16,912 shares 16,912 $2.56M 0.08% -94 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,218 shares; 2024Q4: 66,314 shares; 2025Q1: 63,311 shares; 2025Q2: 62,926 shares; 2025Q3: 61,741 shares; 2025Q4: 60,498 shares; 2026Q1: 57,764 shares; 2026Q2: 56,727 shares 56,727 $2.54M 0.08% -1,037 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,027 shares; 2026Q1: 20,271 shares; 2026Q2: 27,042 shares 27,042 $2.52M 0.08% +6,771 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: 6,829 shares; 2024Q4: 10,018 shares; 2025Q1: 9,863 shares; 2025Q2: 11,294 shares; 2025Q3: 11,178 shares; 2025Q4: 10,593 shares; 2026Q1: 9,397 shares; 2026Q2: 8,889 shares 8,889 $2.5M 0.08% -508 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: 5,504 shares; 2024Q4: 5,721 shares; 2025Q1: 5,647 shares; 2025Q2: 5,859 shares; 2025Q3: 5,983 shares; 2025Q4: 5,840 shares; 2026Q1: 5,117 shares; 2026Q2: 4,807 shares 4,807 $2.47M 0.08% -310 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: 6,230 shares; 2025Q1: 9,645 shares; 2025Q2: 11,227 shares; 2025Q3: 14,399 shares; 2025Q4: 18,443 shares; 2026Q1: 21,071 shares; 2026Q2: 24,267 shares 24,267 $2.45M 0.08% +3,196 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: 10,333 shares; 2024Q4: 14,698 shares; 2025Q1: 15,283 shares; 2025Q2: 19,222 shares; 2025Q3: 18,159 shares; 2025Q4: 16,955 shares; 2026Q1: 14,428 shares; 2026Q2: 16,533 shares 16,533 $2.42M 0.08% +2,105 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,330 shares; 2025Q2: 41,397 shares; 2025Q3: 42,037 shares; 2025Q4: 40,932 shares; 2026Q1: 41,208 shares; 2026Q2: 41,256 shares 41,256 $2.41M 0.08% +48 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: 3,223 shares; 2024Q4: 9,714 shares; 2025Q1: 11,480 shares; 2025Q2: 33,260 shares; 2025Q3: 33,331 shares; 2025Q4: 27,204 shares; 2026Q1: 28,753 shares; 2026Q2: 75,919 shares 75,919 $2.41M 0.08% +47,166 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: 6,427 shares; 2024Q4: 7,417 shares; 2025Q1: 7,514 shares; 2025Q2: 7,502 shares; 2025Q3: 17,377 shares; 2025Q4: 11,919 shares; 2026Q1: 8,557 shares; 2026Q2: 10,169 shares 10,169 $2.41M 0.08% +1,612 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 reported; 2024Q4: not reported; 2025Q1: 56,619 shares; 2025Q2: 62,855 shares; 2025Q3: 65,425 shares; 2025Q4: 67,259 shares; 2026Q1: 67,459 shares; 2026Q2: 67,752 shares 67,752 $2.38M 0.08% +293 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,322 shares; 2024Q4: 18,762 shares; 2025Q1: 18,884 shares; 2025Q2: 18,591 shares; 2025Q3: 18,576 shares; 2025Q4: 18,570 shares; 2026Q1: 18,822 shares; 2026Q2: 26,403 shares 26,403 $2.36M 0.08% +7,581 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,381 shares; 2024Q4: 2,867 shares; 2025Q1: 2,844 shares; 2025Q2: 2,766 shares; 2025Q3: 2,601 shares; 2025Q4: 2,208 shares; 2026Q1: 2,165 shares; 2026Q2: 2,439 shares 2,439 $2.35M 0.08% +274 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: 1,429 shares; 2024Q4: 1,276 shares; 2025Q1: 1,379 shares; 2025Q2: 1,469 shares; 2025Q3: 2,003 shares; 2025Q4: 2,272 shares; 2026Q1: 2,123 shares; 2026Q2: 2,196 shares 2,196 $2.34M 0.08% +73 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: 14,362 shares; 2024Q4: 13,485 shares; 2025Q1: 13,278 shares; 2025Q2: 13,333 shares; 2025Q3: 11,828 shares; 2025Q4: 11,484 shares; 2026Q1: 11,418 shares; 2026Q2: 11,444 shares 11,444 $2.29M 0.07% +26 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: 13,033 shares; 2025Q1: 23,701 shares; 2025Q2: 25,690 shares; 2025Q3: 29,896 shares; 2025Q4: 33,415 shares; 2026Q1: 34,373 shares; 2026Q2: 43,983 shares 43,983 $2.25M 0.07% +9,610 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: 26,149 shares; 2024Q4: 24,904 shares; 2025Q1: 26,369 shares; 2025Q2: 27,705 shares; 2025Q3: 45,888 shares; 2025Q4: 59,834 shares; 2026Q1: 26,920 shares; 2026Q2: 26,974 shares 26,974 $2.19M 0.07% +54 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: 16,079 shares; 2024Q4: 23,765 shares; 2025Q1: 23,013 shares; 2025Q2: 27,968 shares; 2025Q3: 56,167 shares; 2025Q4: 55,254 shares; 2026Q1: 31,766 shares; 2026Q2: 30,425 shares 30,425 $2.08M 0.07% -1,341 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,953 shares; 2024Q4: 57,429 shares; 2025Q1: 56,933 shares; 2025Q2: 58,077 shares; 2025Q3: 58,270 shares; 2025Q4: 59,259 shares; 2026Q1: 56,082 shares; 2026Q2: 52,988 shares 52,988 $2.06M 0.07% -3,094 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,642 shares; 2025Q1: 2,910 shares; 2025Q2: 7,677 shares; 2025Q3: 6,142 shares; 2025Q4: 5,139 shares; 2026Q1: 4,496 shares; 2026Q2: 4,664 shares 4,664 $2.02M 0.07% +168 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,136 shares; 2024Q4: 79,928 shares; 2025Q1: 79,516 shares; 2025Q2: 80,038 shares; 2025Q3: 81,163 shares; 2025Q4: 85,706 shares; 2026Q1: 82,065 shares; 2026Q2: 76,855 shares 76,855 $2.01M 0.07% -5,210 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: 4,147 shares; 2024Q4: 4,244 shares; 2025Q1: 4,330 shares; 2025Q2: 4,392 shares; 2025Q3: 4,501 shares; 2025Q4: 4,597 shares; 2026Q1: 5,139 shares; 2026Q2: 5,044 shares 5,044 $2M 0.07% -95 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,568 shares; 2024Q4: 55,165 shares; 2025Q1: 54,481 shares; 2025Q2: 53,340 shares; 2025Q3: 53,095 shares; 2025Q4: 52,208 shares; 2026Q1: 49,879 shares; 2026Q2: 47,358 shares 47,358 $1.98M 0.06% -2,521 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,961 shares; 2024Q4: 16,255 shares; 2025Q1: 16,858 shares; 2025Q2: 16,538 shares; 2025Q3: 29,841 shares; 2025Q4: 21,564 shares; 2026Q1: 14,747 shares; 2026Q2: 14,511 shares 14,511 $1.96M 0.06% -236 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: 18,492 shares; 2024Q4: 22,516 shares; 2025Q1: 22,354 shares; 2025Q2: 26,311 shares; 2025Q3: 27,598 shares; 2025Q4: 24,102 shares; 2026Q1: 24,328 shares; 2026Q2: 21,263 shares 21,263 $1.96M 0.06% -3,065 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: 9,393 shares; 2024Q4: 15,421 shares; 2025Q1: 18,294 shares; 2025Q2: 26,190 shares; 2025Q3: 25,774 shares; 2025Q4: 24,513 shares; 2026Q1: 23,768 shares; 2026Q2: 21,127 shares 21,127 $1.92M 0.06% -2,641 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: 15,993 shares; 2024Q4: 16,652 shares; 2025Q1: 16,188 shares; 2025Q2: 14,211 shares; 2025Q3: 13,955 shares; 2025Q4: 13,501 shares; 2026Q1: 12,034 shares; 2026Q2: 11,354 shares 11,354 $1.9M 0.06% -680 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: 10,118 shares; 2024Q4: 10,224 shares; 2025Q1: 49,440 shares; 2025Q2: 89,972 shares; 2025Q3: 39,093 shares; 2025Q4: 38,878 shares; 2026Q1: 38,834 shares; 2026Q2: 39,010 shares 39,010 $1.87M 0.06% +176 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,065 shares; 2024Q4: 7,016 shares; 2025Q1: 7,026 shares; 2025Q2: 6,991 shares; 2025Q3: 6,984 shares; 2025Q4: 6,497 shares; 2026Q1: 6,470 shares; 2026Q2: 6,434 shares 6,434 $1.87M 0.06% -36 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: 8,877 shares; 2024Q4: 9,565 shares; 2025Q1: 9,571 shares; 2025Q2: 10,175 shares; 2025Q3: 11,391 shares; 2025Q4: 12,187 shares; 2026Q1: 12,430 shares; 2026Q2: 13,276 shares 13,276 $1.86M 0.06% +846 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: 1,393 shares; 2024Q4: 2,082 shares; 2025Q1: 1,706 shares; 2025Q2: 7,156 shares; 2025Q3: 7,338 shares; 2025Q4: 7,426 shares; 2026Q1: 7,245 shares; 2026Q2: 7,218 shares 7,218 $1.85M 0.06% -27 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: 2,181 shares; 2024Q4: 2,702 shares; 2025Q1: 2,291 shares; 2025Q2: 2,168 shares; 2025Q3: 2,214 shares; 2025Q4: 1,923 shares; 2026Q1: 1,654 shares; 2026Q2: 1,817 shares 1,817 $1.84M 0.06% +163 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: 11,934 shares; 2024Q4: 14,033 shares; 2025Q1: 15,400 shares; 2025Q2: 15,279 shares; 2025Q3: 15,299 shares; 2025Q4: 12,824 shares; 2026Q1: 11,618 shares; 2026Q2: 9,532 shares 9,532 $1.81M 0.06% -2,086 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,577 shares; 2025Q4: 2,625 shares; 2026Q1: 2,473 shares; 2026Q2: 2,523 shares 2,523 $1.8M 0.06% +50 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,950 shares; 2024Q4: 14,110 shares; 2025Q1: 13,785 shares; 2025Q2: 10,203 shares; 2025Q3: 9,800 shares; 2025Q4: 9,831 shares; 2026Q1: 9,190 shares; 2026Q2: 9,080 shares 9,080 $1.79M 0.06% -110 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,328 shares; 2024Q4: 5,966 shares; 2025Q1: 5,280 shares; 2025Q2: 4,988 shares; 2025Q3: 5,037 shares; 2025Q4: 5,119 shares; 2026Q1: 4,294 shares; 2026Q2: 4,193 shares 4,193 $1.79M 0.06% -101 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,599 shares; 2024Q4: 4,665 shares; 2025Q1: 4,676 shares; 2025Q2: 5,755 shares; 2025Q3: 5,941 shares; 2025Q4: 5,829 shares; 2026Q1: 5,664 shares; 2026Q2: 5,642 shares 5,642 $1.77M 0.06% -22 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,193 shares; 2024Q4: 33,812 shares; 2025Q1: 19,474 shares; 2025Q2: 21,900 shares; 2025Q3: 21,428 shares; 2025Q4: 21,268 shares; 2026Q1: 21,199 shares; 2026Q2: 21,240 shares 21,240 $1.75M 0.06% +41 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,925 shares; 2024Q4: 20,663 shares; 2025Q1: 19,954 shares; 2025Q2: 20,028 shares; 2025Q3: 19,970 shares; 2025Q4: 20,112 shares; 2026Q1: 19,815 shares; 2026Q2: 19,880 shares 19,880 $1.74M 0.06% +65 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: 12,212 shares; 2024Q4: 49,516 shares; 2025Q1: 49,795 shares; 2025Q2: 50,581 shares; 2025Q3: 49,484 shares; 2025Q4: 51,496 shares; 2026Q1: 51,703 shares; 2026Q2: 51,242 shares 51,242 $1.73M 0.06% -461 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: 2,985 shares; 2024Q4: 3,593 shares; 2025Q1: 4,093 shares; 2025Q2: 4,119 shares; 2025Q3: 4,029 shares; 2025Q4: 2,745 shares; 2026Q1: 2,712 shares; 2026Q2: 2,686 shares 2,686 $1.7M 0.06% -26 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,426 shares; 2024Q4: 67,404 shares; 2025Q1: 42,626 shares; 2025Q2: 40,988 shares; 2025Q3: 40,907 shares; 2025Q4: 41,011 shares; 2026Q1: 40,648 shares; 2026Q2: 32,674 shares 32,674 $1.7M 0.06% -7,974 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: 4,722 shares; 2024Q4: 5,978 shares; 2025Q1: 6,239 shares; 2025Q2: 6,534 shares; 2025Q3: 6,461 shares; 2025Q4: 5,596 shares; 2026Q1: 6,305 shares; 2026Q2: 20,876 shares 20,876 $1.68M 0.06% +14,571 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,047 shares; 2024Q4: 17,779 shares; 2025Q1: 16,671 shares; 2025Q2: 14,385 shares; 2025Q3: 14,361 shares; 2025Q4: 16,550 shares; 2026Q1: 16,444 shares; 2026Q2: 15,999 shares 15,999 $1.66M 0.05% -445 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: 9,270 shares; 2024Q4: 8,788 shares; 2025Q1: 8,737 shares; 2025Q2: 8,463 shares; 2025Q3: 5,951 shares; 2025Q4: 5,717 shares; 2026Q1: 4,810 shares; 2026Q2: 4,580 shares 4,580 $1.66M 0.05% -230 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: 8,573 shares; 2024Q4: 15,341 shares; 2025Q1: 15,829 shares; 2025Q2: 16,585 shares; 2025Q3: 19,957 shares; 2025Q4: 15,473 shares; 2026Q1: 15,862 shares; 2026Q2: 15,840 shares 15,840 $1.65M 0.05% -22 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: 3,177 shares; 2024Q4: 3,674 shares; 2025Q1: 3,730 shares; 2025Q2: 3,818 shares; 2025Q3: 4,253 shares; 2025Q4: 33,937 shares; 2026Q1: 26,925 shares; 2026Q2: 22,874 shares 22,874 $1.63M 0.05% -4,051 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: 3,829 shares; 2024Q4: 4,533 shares; 2025Q1: 4,159 shares; 2025Q2: 4,141 shares; 2025Q3: 4,161 shares; 2025Q4: 3,769 shares; 2026Q1: 3,721 shares; 2026Q2: 3,105 shares 3,105 $1.61M 0.05% -616 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: 3,231 shares; 2024Q4: 3,149 shares; 2025Q1: 3,089 shares; 2025Q2: 2,763 shares; 2025Q3: 3,004 shares; 2025Q4: 3,357 shares; 2026Q1: 3,279 shares; 2026Q2: 3,204 shares 3,204 $1.61M 0.05% -75 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: 6,441 shares; 2024Q4: 7,398 shares; 2025Q1: 7,539 shares; 2025Q2: 6,534 shares; 2025Q3: 6,502 shares; 2025Q4: 6,907 shares; 2026Q1: 7,420 shares; 2026Q2: 7,423 shares 7,423 $1.58M 0.05% +3 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: 7,014 shares; 2024Q4: 7,627 shares; 2025Q1: 7,860 shares; 2025Q2: 9,205 shares; 2025Q3: 9,364 shares; 2025Q4: 9,213 shares; 2026Q1: 8,631 shares; 2026Q2: 7,814 shares 7,814 $1.57M 0.05% -817 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,557 shares; 2024Q4: 16,127 shares; 2025Q1: 15,358 shares; 2025Q2: 10,569 shares; 2025Q3: 10,398 shares; 2025Q4: 10,330 shares; 2026Q1: 9,539 shares; 2026Q2: 9,455 shares 9,455 $1.56M 0.05% -84 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: 3,563 shares; 2024Q4: 3,586 shares; 2025Q1: 3,665 shares; 2025Q2: 3,445 shares; 2025Q3: 3,521 shares; 2025Q4: 3,369 shares; 2026Q1: 3,285 shares; 2026Q2: 3,239 shares 3,239 $1.55M 0.05% -46 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,558 shares; 2024Q4: 11,715 shares; 2025Q1: 12,795 shares; 2025Q2: 19,861 shares; 2025Q3: 21,797 shares; 2025Q4: 19,159 shares; 2026Q1: 21,435 shares; 2026Q2: 19,574 shares 19,574 $1.55M 0.05% -1,861 Timeline FNDA 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: 26,984 shares; 2024Q4: 48,223 shares; 2025Q1: 46,277 shares; 2025Q2: 45,369 shares; 2025Q3: 43,274 shares; 2025Q4: 41,938 shares; 2026Q1: 40,589 shares; 2026Q2: 40,561 shares 40,561 $1.54M 0.05% -28 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: 4,754 shares; 2024Q4: 5,344 shares; 2025Q1: 4,854 shares; 2025Q2: 4,901 shares; 2025Q3: 5,580 shares; 2025Q4: 5,184 shares; 2026Q1: 5,164 shares; 2026Q2: 5,224 shares 5,224 $1.53M 0.05% +60 Timeline SHM 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: 33,342 shares; 2024Q4: 34,149 shares; 2025Q1: 34,227 shares; 2025Q2: 31,551 shares; 2025Q3: 31,631 shares; 2025Q4: 31,778 shares; 2026Q1: 31,854 shares; 2026Q2: 31,759 shares 31,759 $1.52M 0.05% -95 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: 6,707 shares; 2024Q4: 7,031 shares; 2025Q1: 7,193 shares; 2025Q2: 6,954 shares; 2025Q3: 7,187 shares; 2025Q4: 7,097 shares; 2026Q1: 6,982 shares; 2026Q2: 6,894 shares 6,894 $1.52M 0.05% -88 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,378 shares; 2024Q4: 8,596 shares; 2025Q1: 7,646 shares; 2025Q2: 7,126 shares; 2025Q3: 7,130 shares; 2025Q4: 4,614 shares; 2026Q1: 4,548 shares; 2026Q2: 4,488 shares 4,488 $1.52M 0.05% -60 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: 3,660 shares; 2024Q4: 6,405 shares; 2025Q1: 7,362 shares; 2025Q2: 6,403 shares; 2025Q3: 6,170 shares; 2025Q4: 6,147 shares; 2026Q1: 5,781 shares; 2026Q2: 5,646 shares 5,646 $1.52M 0.05% -135 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: 14,340 shares; 2024Q4: 14,276 shares; 2025Q1: 13,257 shares; 2025Q2: 12,207 shares; 2025Q3: 163,946 shares; 2025Q4: 160,127 shares; 2026Q1: 17,623 shares; 2026Q2: 16,925 shares 16,925 $1.51M 0.05% -698 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: 4,144 shares; 2024Q4: 5,336 shares; 2025Q1: 4,985 shares; 2025Q2: 5,050 shares; 2025Q3: 5,083 shares; 2025Q4: 5,010 shares; 2026Q1: 5,145 shares; 2026Q2: 5,107 shares 5,107 $1.48M 0.05% -38 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: 16,593 shares; 2024Q4: 16,078 shares; 2025Q1: 15,095 shares; 2025Q2: 14,551 shares; 2025Q3: 14,176 shares; 2025Q4: 13,831 shares; 2026Q1: 13,821 shares; 2026Q2: 8,716 shares 8,716 $1.48M 0.05% -5,105 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: 26,972 shares; 2024Q4: 31,882 shares; 2025Q1: 31,886 shares; 2025Q2: 23,539 shares; 2025Q3: 23,877 shares; 2025Q4: 19,923 shares; 2026Q1: 18,171 shares; 2026Q2: 15,295 shares 15,295 $1.47M 0.05% -2,876 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,344 shares; 2024Q4: 13,079 shares; 2025Q1: 13,793 shares; 2025Q2: 14,026 shares; 2025Q3: 14,169 shares; 2025Q4: 14,015 shares; 2026Q1: 15,031 shares; 2026Q2: 15,264 shares 15,264 $1.47M 0.05% +233 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: 34,678 shares; 2024Q4: 35,954 shares; 2025Q1: 36,315 shares; 2025Q2: 39,039 shares; 2025Q3: 43,435 shares; 2025Q4: 38,993 shares; 2026Q1: 34,947 shares; 2026Q2: 34,619 shares 34,619 $1.47M 0.05% -328 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,494 shares; 2025Q1: 2,684 shares; 2025Q2: 3,635 shares; 2025Q3: 3,944 shares; 2025Q4: 5,569 shares; 2026Q1: 7,774 shares; 2026Q2: 8,419 shares 8,419 $1.43M 0.05% +645 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,002 shares; 2026Q1: 24,391 shares; 2026Q2: 30,417 shares 30,417 $1.4M 0.05% +6,026 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,550 shares; 2024Q4: 37,484 shares; 2025Q1: 37,592 shares; 2025Q2: 37,743 shares; 2025Q3: 37,684 shares; 2025Q4: 38,758 shares; 2026Q1: 36,620 shares; 2026Q2: 33,648 shares 33,648 $1.39M 0.05% -2,972 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,409 shares; 2025Q1: 1,415 shares; 2025Q2: 1,431 shares; 2025Q3: 1,468 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,422 shares 1,422 $1.37M 0.04% -41 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,245 shares; 2026Q2: 50,881 shares 50,881 $1.37M 0.04% +24,636 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,984 shares; 2026Q1: 17,922 shares; 2026Q2: 23,558 shares 23,558 $1.36M 0.04% +5,636 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,199 shares; 2025Q2: 23,095 shares; 2025Q3: 24,669 shares; 2025Q4: 25,983 shares; 2026Q1: 25,890 shares; 2026Q2: 25,861 shares 25,861 $1.35M 0.04% -29 Timeline BKFI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,946 shares; 2026Q2: 56,338 shares 56,338 $1.35M 0.04% -25,608 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 reported; 2024Q4: 437 shares; 2025Q1: 430 shares; 2025Q2: 294 shares; 2025Q3: 262 shares; 2025Q4: 254 shares; 2026Q1: 396 shares; 2026Q2: 4,379 shares 4,379 $1.32M 0.04% +3,983 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: 16,727 shares; 2024Q4: 18,267 shares; 2025Q1: 18,178 shares; 2025Q2: 18,992 shares; 2025Q3: 18,687 shares; 2025Q4: 9,392 shares; 2026Q1: 8,998 shares; 2026Q2: 9,103 shares 9,103 $1.32M 0.04% +105 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: 32,775 shares; 2024Q4: 33,005 shares; 2025Q1: 32,394 shares; 2025Q2: 33,086 shares; 2025Q3: 35,500 shares; 2025Q4: 33,392 shares; 2026Q1: 19,662 shares; 2026Q2: 18,233 shares 18,233 $1.31M 0.04% -1,429 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,796 shares; 2024Q4: 39,854 shares; 2025Q1: 39,499 shares; 2025Q2: 38,675 shares; 2025Q3: 38,208 shares; 2025Q4: 36,470 shares; 2026Q1: 34,478 shares; 2026Q2: 32,206 shares 32,206 $1.31M 0.04% -2,272 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: 20,136 shares; 2024Q4: 24,324 shares; 2025Q1: 25,077 shares; 2025Q2: 24,748 shares; 2025Q3: 23,715 shares; 2025Q4: 23,069 shares; 2026Q1: 21,772 shares; 2026Q2: 14,853 shares 14,853 $1.3M 0.04% -6,919 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,405 shares; 2026Q1: 20,825 shares; 2026Q2: 24,242 shares 24,242 $1.29M 0.04% +3,417 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: 21,613 shares; 2024Q4: 28,333 shares; 2025Q1: 26,288 shares; 2025Q2: 26,345 shares; 2025Q3: 26,047 shares; 2025Q4: 23,803 shares; 2026Q1: 22,353 shares; 2026Q2: 21,098 shares 21,098 $1.26M 0.04% -1,255 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: 5,006 shares; 2024Q4: 5,004 shares; 2025Q1: 4,924 shares; 2025Q2: 4,739 shares; 2025Q3: 4,259 shares; 2025Q4: 3,670 shares; 2026Q1: 3,295 shares; 2026Q2: 2,809 shares 2,809 $1.25M 0.04% -486 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,115 shares; 2024Q4: 8,692 shares; 2025Q1: 8,437 shares; 2025Q2: 8,042 shares; 2025Q3: 8,962 shares; 2025Q4: 8,913 shares; 2026Q1: 8,819 shares; 2026Q2: 8,818 shares 8,818 $1.25M 0.04% -1 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: 69,337 shares; 2024Q4: 102,062 shares; 2025Q1: 98,129 shares; 2025Q2: 104,467 shares; 2025Q3: 99,519 shares; 2025Q4: 67,113 shares; 2026Q1: 65,414 shares; 2026Q2: 60,139 shares 60,139 $1.24M 0.04% -5,275 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: 30,001 shares; 2024Q4: 47,242 shares; 2025Q1: 57,382 shares; 2025Q2: 50,874 shares; 2025Q3: 58,897 shares; 2025Q4: 62,717 shares; 2026Q1: 54,126 shares; 2026Q2: 51,687 shares 51,687 $1.24M 0.04% -2,439 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: 11,343 shares; 2024Q4: 11,814 shares; 2025Q1: 13,201 shares; 2025Q2: 12,091 shares; 2025Q3: 12,169 shares; 2025Q4: 11,612 shares; 2026Q1: 12,616 shares; 2026Q2: 12,167 shares 12,167 $1.24M 0.04% -449 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: 5,935 shares; 2024Q4: 55,428 shares; 2025Q1: 49,287 shares; 2025Q2: 48,997 shares; 2025Q3: 203,219 shares; 2025Q4: 197,838 shares; 2026Q1: 42,186 shares; 2026Q2: 42,187 shares 42,187 $1.24M 0.04% +1 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: 5,492 shares; 2024Q4: 5,932 shares; 2025Q1: 7,441 shares; 2025Q2: 6,007 shares; 2025Q3: 5,942 shares; 2025Q4: 5,503 shares; 2026Q1: 5,522 shares; 2026Q2: 5,677 shares 5,677 $1.24M 0.04% +155 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,905 shares; 2024Q4: 30,813 shares; 2025Q1: 28,143 shares; 2025Q2: 29,654 shares; 2025Q3: 28,822 shares; 2025Q4: 28,009 shares; 2026Q1: 28,976 shares; 2026Q2: 25,598 shares 25,598 $1.24M 0.04% -3,378 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,778 shares; 2025Q1: 5,228 shares; 2025Q2: 5,427 shares; 2025Q3: 5,543 shares; 2025Q4: 5,372 shares; 2026Q1: 5,158 shares; 2026Q2: 5,159 shares 5,159 $1.23M 0.04% +1 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: 2,843 shares; 2024Q4: 3,496 shares; 2025Q1: 3,193 shares; 2025Q2: 3,562 shares; 2025Q3: 3,339 shares; 2025Q4: 3,446 shares; 2026Q1: 3,192 shares; 2026Q2: 3,068 shares 3,068 $1.22M 0.04% -124 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: 4,990 shares; 2024Q4: 8,648 shares; 2025Q1: 8,650 shares; 2025Q2: 8,808 shares; 2025Q3: 8,799 shares; 2025Q4: 7,633 shares; 2026Q1: 8,784 shares; 2026Q2: 8,786 shares 8,786 $1.21M 0.04% +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: 3,264 shares; 2024Q4: 3,397 shares; 2025Q1: 3,334 shares; 2025Q2: 3,247 shares; 2025Q3: 3,198 shares; 2025Q4: 3,120 shares; 2026Q1: 3,122 shares; 2026Q2: 2,352 shares 2,352 $1.2M 0.04% -770 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: 9,963 shares; 2024Q4: 10,196 shares; 2025Q1: 10,004 shares; 2025Q2: 9,801 shares; 2025Q3: 9,676 shares; 2025Q4: 9,771 shares; 2026Q1: 9,437 shares; 2026Q2: 9,187 shares 9,187 $1.19M 0.04% -250 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,667 shares; 2024Q4: 19,173 shares; 2025Q1: 19,349 shares; 2025Q2: 18,368 shares; 2025Q3: 17,939 shares; 2025Q4: 15,735 shares; 2026Q1: 15,741 shares; 2026Q2: 15,815 shares 15,815 $1.18M 0.04% +74 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,178 shares; 2025Q2: 19,852 shares; 2025Q3: 20,439 shares; 2025Q4: 20,057 shares; 2026Q1: 19,858 shares; 2026Q2: 19,988 shares 19,988 $1.16M 0.04% +130 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: 6,574 shares; 2024Q4: 6,935 shares; 2025Q1: 3,060 shares; 2025Q2: 3,248 shares; 2025Q3: 3,106 shares; 2025Q4: 4,350 shares; 2026Q1: 4,463 shares; 2026Q2: 5,496 shares 5,496 $1.15M 0.04% +1,033 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,126 shares; 2025Q3: 1,124 shares; 2025Q4: 4,211 shares; 2026Q1: 3,728 shares; 2026Q2: 3,178 shares 3,178 $1.14M 0.04% -550 Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,494 shares; 2024Q4: 55,494 shares; 2025Q1: 40,561 shares; 2025Q2: 40,856 shares; 2025Q3: 46,646 shares; 2025Q4: 46,172 shares; 2026Q1: 46,091 shares; 2026Q2: 42,691 shares 42,691 $1.12M 0.04% -3,400 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 10,966 shares; 2025Q1: 11,574 shares; 2025Q2: 18,952 shares; 2025Q3: 15,530 shares; 2025Q4: 14,034 shares; 2026Q1: 11,290 shares; 2026Q2: 13,558 shares 13,558 $1.11M 0.04% +2,268 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,319 shares; 2024Q4: 3,812 shares; 2025Q1: 3,536 shares; 2025Q2: 3,447 shares; 2025Q3: 3,292 shares; 2025Q4: 2,779 shares; 2026Q1: 2,219 shares; 2026Q2: 2,179 shares 2,179 $1.11M 0.04% -40 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,313 shares; 2026Q2: 1,734 shares 1,734 $1.11M 0.04% +421 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 583 shares; 2026Q1: 647 shares; 2026Q2: 487 shares 487 $1.11M 0.04% -160 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,244 shares; 2025Q3: 2,297 shares; 2025Q4: 2,565 shares; 2026Q1: 3,123 shares; 2026Q2: 3,249 shares 3,249 $1.11M 0.04% +126 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,186 shares; 2024Q4: 10,091 shares; 2025Q1: 9,459 shares; 2025Q2: 10,050 shares; 2025Q3: 7,967 shares; 2025Q4: 8,076 shares; 2026Q1: 7,751 shares; 2026Q2: 7,025 shares 7,025 $1.1M 0.04% -726 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: 7,546 shares; 2024Q4: 7,177 shares; 2025Q1: 6,800 shares; 2025Q2: 9,225 shares; 2025Q3: 23,940 shares; 2025Q4: 22,481 shares; 2026Q1: 9,217 shares; 2026Q2: 8,588 shares 8,588 $1.09M 0.04% -629 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,659 shares; 2024Q4: 40,661 shares; 2025Q1: 50,912 shares; 2025Q2: 50,777 shares; 2025Q3: 50,777 shares; 2025Q4: 50,777 shares; 2026Q1: 50,777 shares; 2026Q2: 58,985 shares 58,985 $1.08M 0.04% +8,208 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: 41,945 shares; 2024Q4: 42,368 shares; 2025Q1: 25,763 shares; 2025Q2: 24,214 shares; 2025Q3: 24,172 shares; 2025Q4: 23,464 shares; 2026Q1: 22,885 shares; 2026Q2: 19,668 shares 19,668 $1.08M 0.04% -3,217 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,148 shares 8,148 $1.04M 0.03% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,756 shares 19,756 $1.03M 0.03% new 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: 4,148 shares; 2024Q4: 4,890 shares; 2025Q1: 4,502 shares; 2025Q2: 4,448 shares; 2025Q3: 3,923 shares; 2025Q4: 2,588 shares; 2026Q1: 2,777 shares; 2026Q2: 2,796 shares 2,796 $1.03M 0.03% +19 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: 20,647 shares; 2024Q4: 18,960 shares; 2025Q1: 17,777 shares; 2025Q2: 17,704 shares; 2025Q3: 124,301 shares; 2025Q4: 123,487 shares; 2026Q1: 20,223 shares; 2026Q2: 22,202 shares 22,202 $1.02M 0.03% +1,979 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: not reported; 2026Q2: 4,734 shares 4,734 $1.01M 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 5,584 shares; 2025Q1: 5,573 shares; 2025Q2: 5,720 shares; 2025Q3: 5,706 shares; 2025Q4: 5,622 shares; 2026Q1: 4,435 shares; 2026Q2: 4,407 shares 4,407 $1M 0.03% -28 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,708 shares; 2024Q4: 15,032 shares; 2025Q1: 17,061 shares; 2025Q2: 12,620 shares; 2025Q3: 11,785 shares; 2025Q4: 11,036 shares; 2026Q1: 11,204 shares; 2026Q2: 10,370 shares 10,370 $1000K 0.03% -834 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: 12,217 shares; 2024Q4: 13,956 shares; 2025Q1: 13,839 shares; 2025Q2: 15,263 shares; 2025Q3: 15,677 shares; 2025Q4: 11,900 shares; 2026Q1: 10,408 shares; 2026Q2: 9,591 shares 9,591 $992K 0.03% -817 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: 8,867 shares; 2024Q4: 9,481 shares; 2025Q1: 9,335 shares; 2025Q2: 9,107 shares; 2025Q3: 9,075 shares; 2025Q4: 8,325 shares; 2026Q1: 8,325 shares; 2026Q2: 8,329 shares 8,329 $979K 0.03% +4 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: 10,576 shares; 2024Q4: 13,968 shares; 2025Q1: 12,410 shares; 2025Q2: 12,178 shares; 2025Q3: 12,119 shares; 2025Q4: 11,978 shares; 2026Q1: 5,901 shares; 2026Q2: 5,904 shares 5,904 $970K 0.03% +3 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: 9,261 shares; 2024Q4: 9,419 shares; 2025Q1: 9,420 shares; 2025Q2: 9,462 shares; 2025Q3: 9,467 shares; 2025Q4: 9,531 shares; 2026Q1: 9,699 shares; 2026Q2: 9,826 shares 9,826 $966K 0.03% +127 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: 2,259 shares; 2024Q4: 3,048 shares; 2025Q1: 3,015 shares; 2025Q2: 2,890 shares; 2025Q3: 3,004 shares; 2025Q4: 3,343 shares; 2026Q1: 3,511 shares; 2026Q2: 3,544 shares 3,544 $964K 0.03% +33 Timeline UNOV 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: 13,464 shares; 2024Q4: 43,246 shares; 2025Q1: 42,946 shares; 2025Q2: 41,922 shares; 2025Q3: 37,408 shares; 2025Q4: 23,556 shares; 2026Q1: 23,556 shares; 2026Q2: 23,556 shares 23,556 $946K 0.03% 0 Timeline UJUN 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: 17,126 shares; 2024Q4: 27,452 shares; 2025Q1: 27,452 shares; 2025Q2: 16,678 shares; 2025Q3: 16,678 shares; 2025Q4: 12,430 shares; 2026Q1: 12,430 shares; 2026Q2: 24,458 shares 24,458 $943K 0.03% +12,028 Timeline SCHZ 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: 24,258 shares; 2024Q4: 40,907 shares; 2025Q1: 41,995 shares; 2025Q2: 43,109 shares; 2025Q3: 190,755 shares; 2025Q4: 170,763 shares; 2026Q1: 42,339 shares; 2026Q2: 40,492 shares 40,492 $937K 0.03% -1,847 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,939 shares; 2025Q1: not reported; 2025Q2: 3,305 shares; 2025Q3: 3,602 shares; 2025Q4: 3,264 shares; 2026Q1: 3,034 shares; 2026Q2: 3,128 shares 3,128 $932K 0.03% +94 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,817 shares; 2025Q2: 15,699 shares; 2025Q3: 16,773 shares; 2025Q4: 17,562 shares; 2026Q1: 17,504 shares; 2026Q2: 17,560 shares 17,560 $926K 0.03% +56 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,392 shares; 2026Q1: not reported; 2026Q2: 15,997 shares 15,997 $923K 0.03% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,858 shares; 2024Q4: 18,563 shares; 2025Q1: 18,935 shares; 2025Q2: 14,362 shares; 2025Q3: 22,869 shares; 2025Q4: 22,442 shares; 2026Q1: 13,415 shares; 2026Q2: 13,044 shares 13,044 $912K 0.03% -371 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: 953 shares; 2024Q4: 1,028 shares; 2025Q1: 1,485 shares; 2025Q2: 1,507 shares; 2025Q3: 1,708 shares; 2025Q4: 1,315 shares; 2026Q1: 1,264 shares; 2026Q2: 1,197 shares 1,197 $905K 0.03% -67 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,853 shares; 2024Q4: 8,409 shares; 2025Q1: 8,143 shares; 2025Q2: 8,108 shares; 2025Q3: 8,043 shares; 2025Q4: 5,109 shares; 2026Q1: 5,191 shares; 2026Q2: 4,805 shares 4,805 $890K 0.03% -386 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 reported; 2024Q4: 3,176 shares; 2025Q1: 3,948 shares; 2025Q2: 6,462 shares; 2025Q3: 6,555 shares; 2025Q4: 6,377 shares; 2026Q1: 6,035 shares; 2026Q2: 5,484 shares 5,484 $888K 0.03% -551 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,925 shares; 2024Q4: 26,755 shares; 2025Q1: 25,406 shares; 2025Q2: 24,229 shares; 2025Q3: 20,903 shares; 2025Q4: 23,953 shares; 2026Q1: 23,925 shares; 2026Q2: 24,040 shares 24,040 $886K 0.03% +115 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: 8,174 shares; 2024Q4: 8,240 shares; 2025Q1: 8,278 shares; 2025Q2: 8,805 shares; 2025Q3: 11,123 shares; 2025Q4: 11,106 shares; 2026Q1: 7,834 shares; 2026Q2: 8,010 shares 8,010 $861K 0.03% +176 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: 4,563 shares; 2024Q4: 6,394 shares; 2025Q1: 6,427 shares; 2025Q2: 6,285 shares; 2025Q3: 6,392 shares; 2025Q4: 5,847 shares; 2026Q1: 5,866 shares; 2026Q2: 4,268 shares 4,268 $860K 0.03% -1,598 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: 19,336 shares; 2024Q4: 18,132 shares; 2025Q1: 17,367 shares; 2025Q2: 17,368 shares; 2025Q3: 17,057 shares; 2025Q4: 8,415 shares; 2026Q1: 8,909 shares; 2026Q2: 11,413 shares 11,413 $848K 0.03% +2,504 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,555 shares; 2024Q4: 18,550 shares; 2025Q1: 18,550 shares; 2025Q2: 18,615 shares; 2025Q3: 18,750 shares; 2025Q4: 21,360 shares; 2026Q1: 20,955 shares; 2026Q2: 20,670 shares 20,670 $846K 0.03% -285 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,712 shares; 2024Q4: 14,152 shares; 2025Q1: 14,117 shares; 2025Q2: 14,072 shares; 2025Q3: 14,035 shares; 2025Q4: 13,954 shares; 2026Q1: 13,908 shares; 2026Q2: 13,856 shares 13,856 $842K 0.03% -52 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: 1,584 shares; 2024Q4: 2,512 shares; 2025Q1: 3,111 shares; 2025Q2: 3,308 shares; 2025Q3: 3,627 shares; 2025Q4: 3,532 shares; 2026Q1: 3,418 shares; 2026Q2: 3,221 shares 3,221 $839K 0.03% -197 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,754 shares; 2024Q4: 78,513 shares; 2025Q1: 79,765 shares; 2025Q2: 79,840 shares; 2025Q3: 53,998 shares; 2025Q4: 30,630 shares; 2026Q1: 27,865 shares; 2026Q2: 27,345 shares 27,345 $834K 0.03% -520 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,329 shares; 2024Q4: 42,948 shares; 2025Q1: 42,262 shares; 2025Q2: 42,051 shares; 2025Q3: 41,828 shares; 2025Q4: 41,477 shares; 2026Q1: 46,008 shares; 2026Q2: 46,085 shares 46,085 $833K 0.03% +77 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: 2,413 shares; 2024Q4: 3,175 shares; 2025Q1: 3,141 shares; 2025Q2: 3,146 shares; 2025Q3: 3,410 shares; 2025Q4: 3,250 shares; 2026Q1: 2,726 shares; 2026Q2: 6,704 shares 6,704 $832K 0.03% +3,978 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,840 shares; 2024Q4: 28,840 shares; 2025Q1: 29,305 shares; 2025Q2: 29,595 shares; 2025Q3: 24,099 shares; 2025Q4: 23,841 shares; 2026Q1: 23,816 shares; 2026Q2: 9,167 shares 9,167 $832K 0.03% -14,649 Timeline BUFF 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: 237,854 shares; 2024Q4: 173,164 shares; 2025Q1: 121,150 shares; 2025Q2: 86,937 shares; 2025Q3: 29,233 shares; 2025Q4: 23,484 shares; 2026Q1: 18,308 shares; 2026Q2: 15,688 shares 15,688 $826K 0.03% -2,620 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 6,554 shares; 2025Q1: 5,728 shares; 2025Q2: 5,295 shares; 2025Q3: 5,259 shares; 2025Q4: 4,314 shares; 2026Q1: 3,438 shares; 2026Q2: 3,319 shares 3,319 $824K 0.03% -119 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,274 shares; 2025Q1: 2,107 shares; 2025Q2: 517 shares; 2025Q3: 462 shares; 2025Q4: 342 shares; 2026Q1: 328 shares; 2026Q2: 410 shares 410 $816K 0.03% +82 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,518 shares; 2026Q1: 14,943 shares; 2026Q2: 21,966 shares 21,966 $808K 0.03% +7,023 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498,254 shares; 2025Q4: 485,896 shares; 2026Q1: 19,305 shares; 2026Q2: 19,305 shares 19,305 $793K 0.03% 0 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: 6,164 shares; 2024Q4: 2,305 shares; 2025Q1: 2,245 shares; 2025Q2: 2,191 shares; 2025Q3: 2,356 shares; 2025Q4: 2,351 shares; 2026Q1: 2,465 shares; 2026Q2: 2,370 shares 2,370 $786K 0.03% -95 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,938 shares 7,938 $780K 0.03% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,058 shares; 2024Q4: 24,024 shares; 2025Q1: 23,919 shares; 2025Q2: 23,160 shares; 2025Q3: 22,556 shares; 2025Q4: 21,672 shares; 2026Q1: 20,382 shares; 2026Q2: 19,179 shares 19,179 $770K 0.03% -1,203 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 6,856 shares; 2026Q2: 8,202 shares 8,202 $768K 0.03% +1,346 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: 2,069 shares; 2024Q4: 2,323 shares; 2025Q1: 2,282 shares; 2025Q2: 2,282 shares; 2025Q3: 2,015 shares; 2025Q4: 820 shares; 2026Q1: 797 shares; 2026Q2: 785 shares 785 $768K 0.03% -12 Timeline GEM 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: 17,332 shares; 2024Q4: 16,823 shares; 2025Q1: 15,836 shares; 2025Q2: 15,596 shares; 2025Q3: 15,526 shares; 2025Q4: 14,954 shares; 2026Q1: 14,831 shares; 2026Q2: 14,758 shares 14,758 $767K 0.03% -73 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 11,442 shares; 2026Q2: 11,192 shares 11,192 $766K 0.03% -250 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,436 shares; 2024Q4: 8,044 shares; 2025Q1: 7,997 shares; 2025Q2: 4,008 shares; 2025Q3: 4,014 shares; 2025Q4: 4,927 shares; 2026Q1: 5,484 shares; 2026Q2: 5,486 shares 5,486 $750K 0.02% +2 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: 12,238 shares; 2024Q4: 11,204 shares; 2025Q1: 10,783 shares; 2025Q2: 10,305 shares; 2025Q3: 10,149 shares; 2025Q4: 10,221 shares; 2026Q1: 10,043 shares; 2026Q2: 9,930 shares 9,930 $748K 0.02% -113 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,103 shares; 2024Q4: 7,111 shares; 2025Q1: 8,083 shares; 2025Q2: 7,765 shares; 2025Q3: 6,216 shares; 2025Q4: 5,666 shares; 2026Q1: 5,417 shares; 2026Q2: 5,093 shares 5,093 $744K 0.02% -324 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: 11,898 shares; 2024Q4: 12,272 shares; 2025Q1: 11,667 shares; 2025Q2: 11,452 shares; 2025Q3: 10,676 shares; 2025Q4: 9,877 shares; 2026Q1: 8,936 shares; 2026Q2: 8,769 shares 8,769 $742K 0.02% -167 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,309 shares 3,309 $741K 0.02% new Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,673 shares; 2025Q2: 29,295 shares; 2025Q3: 31,666 shares; 2025Q4: 33,825 shares; 2026Q1: 34,289 shares; 2026Q2: 34,459 shares 34,459 $739K 0.02% +170 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: 6,099 shares; 2024Q4: 4,091 shares; 2025Q1: 3,978 shares; 2025Q2: 3,845 shares; 2025Q3: 3,297 shares; 2025Q4: 1,302 shares; 2026Q1: 1,017 shares; 2026Q2: 1,481 shares 1,481 $736K 0.02% +464 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,409 shares 17,409 $730K 0.02% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,972 shares; 2024Q4: 25,235 shares; 2025Q1: 25,043 shares; 2025Q2: 24,448 shares; 2025Q3: 24,299 shares; 2025Q4: 23,788 shares; 2026Q1: 22,414 shares; 2026Q2: 21,058 shares 21,058 $719K 0.02% -1,356 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: 2,400 shares; 2024Q4: 4,271 shares; 2025Q1: 3,859 shares; 2025Q2: 3,631 shares; 2025Q3: 3,933 shares; 2025Q4: 3,580 shares; 2026Q1: 3,386 shares; 2026Q2: 3,772 shares 3,772 $718K 0.02% +386 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,247 shares 3,247 $718K 0.02% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,805 shares; 2025Q3: 11,287 shares; 2025Q4: 11,227 shares; 2026Q1: 11,140 shares; 2026Q2: 10,488 shares 10,488 $713K 0.02% -652 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: 1,080 shares; 2024Q4: 1,573 shares; 2025Q1: 1,485 shares; 2025Q2: 1,484 shares; 2025Q3: 4,104 shares; 2025Q4: 4,509 shares; 2026Q1: 2,110 shares; 2026Q2: 2,247 shares 2,247 $707K 0.02% +137 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 1,581 shares; 2025Q1: 1,824 shares; 2025Q2: 1,711 shares; 2025Q3: 1,489 shares; 2025Q4: 5,389 shares; 2026Q1: 7,818 shares; 2026Q2: 7,101 shares 7,101 $705K 0.02% -717 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: 9,074 shares; 2024Q4: 9,421 shares; 2025Q1: 8,709 shares; 2025Q2: 8,687 shares; 2025Q3: 19,983 shares; 2025Q4: 19,199 shares; 2026Q1: 5,666 shares; 2026Q2: 5,562 shares 5,562 $704K 0.02% -104 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: 4,022 shares; 2024Q4: 3,643 shares; 2025Q1: 3,770 shares; 2025Q2: 3,942 shares; 2025Q3: 4,164 shares; 2025Q4: 4,186 shares; 2026Q1: 5,204 shares; 2026Q2: 5,144 shares 5,144 $697K 0.02% -60 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $696K 0.02% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,474 shares; 2025Q1: 13,780 shares; 2025Q2: 20,639 shares; 2025Q3: 20,794 shares; 2025Q4: 21,199 shares; 2026Q1: 19,735 shares; 2026Q2: 18,780 shares 18,780 $695K 0.02% -955 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: 12,408 shares; 2024Q4: 12,588 shares; 2025Q1: 8,761 shares; 2025Q2: 8,883 shares; 2025Q3: 8,883 shares; 2025Q4: 9,022 shares; 2026Q1: 9,012 shares; 2026Q2: 9,110 shares 9,110 $693K 0.02% +98 Timeline POCT 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: 14,930 shares; 2024Q4: 53,780 shares; 2025Q1: 78,036 shares; 2025Q2: 136,818 shares; 2025Q3: 11,242 shares; 2025Q4: 14,927 shares; 2026Q1: 14,927 shares; 2026Q2: 14,927 shares 14,927 $693K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,064 shares; 2025Q1: 5,326 shares; 2025Q2: 5,957 shares; 2025Q3: 8,290 shares; 2025Q4: 7,973 shares; 2026Q1: 7,080 shares; 2026Q2: 5,912 shares 5,912 $690K 0.02% -1,168 Timeline EDV 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: 12,301 shares; 2024Q4: 10,042 shares; 2025Q1: 10,042 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares; 2025Q4: 10,412 shares; 2026Q1: 10,412 shares; 2026Q2: 10,536 shares 10,536 $686K 0.02% +124 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,915 shares; 2025Q1: 4,913 shares; 2025Q2: 4,913 shares; 2025Q3: 4,913 shares; 2025Q4: 4,599 shares; 2026Q1: 4,598 shares; 2026Q2: 4,623 shares 4,623 $683K 0.02% +25 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,154 shares; 2024Q4: 15,694 shares; 2025Q1: 15,166 shares; 2025Q2: 15,209 shares; 2025Q3: 15,232 shares; 2025Q4: 13,326 shares; 2026Q1: 13,351 shares; 2026Q2: 13,384 shares 13,384 $680K 0.02% +33 Timeline PJUL 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: 25,298 shares; 2024Q4: 15,337 shares; 2025Q1: 15,337 shares; 2025Q2: 134,800 shares; 2025Q3: 181,869 shares; 2025Q4: 13,877 shares; 2026Q1: 13,877 shares; 2026Q2: 13,877 shares 13,877 $677K 0.02% 0 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: 3,131 shares; 2024Q4: 3,312 shares; 2025Q1: 2,981 shares; 2025Q2: 2,598 shares; 2025Q3: 2,570 shares; 2025Q4: 4,408 shares; 2026Q1: 3,566 shares; 2026Q2: 3,543 shares 3,543 $675K 0.02% -23 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: 37,584 shares; 2024Q4: 42,131 shares; 2025Q1: 37,634 shares; 2025Q2: 61,486 shares; 2025Q3: 61,496 shares; 2025Q4: 63,093 shares; 2026Q1: 56,454 shares; 2026Q2: 48,515 shares 48,515 $674K 0.02% -7,939 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: 13,560 shares; 2024Q4: 13,122 shares; 2025Q1: 13,015 shares; 2025Q2: 12,763 shares; 2025Q3: 12,739 shares; 2025Q4: 11,725 shares; 2026Q1: 10,362 shares; 2026Q2: 9,616 shares 9,616 $674K 0.02% -746 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: 2,763 shares; 2024Q4: 3,311 shares; 2025Q1: 3,562 shares; 2025Q2: 3,511 shares; 2025Q3: 4,203 shares; 2025Q4: 4,331 shares; 2026Q1: 4,230 shares; 2026Q2: 3,643 shares 3,643 $673K 0.02% -587 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,771 shares; 2026Q1: not reported; 2026Q2: 6,959 shares 6,959 $671K 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,155 shares; 2025Q1: 41,305 shares; 2025Q2: 46,687 shares; 2025Q3: 44,218 shares; 2025Q4: 42,316 shares; 2026Q1: 35,361 shares; 2026Q2: 32,865 shares 32,865 $669K 0.02% -2,496 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,421 shares; 2024Q4: 38,729 shares; 2025Q1: 16,114 shares; 2025Q2: 9,986 shares; 2025Q3: 10,107 shares; 2025Q4: 10,198 shares; 2026Q1: 9,737 shares; 2026Q2: 8,715 shares 8,715 $668K 0.02% -1,022 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,986 shares; 2025Q1: 8,028 shares; 2025Q2: 7,456 shares; 2025Q3: 7,554 shares; 2025Q4: 7,749 shares; 2026Q1: 10,650 shares; 2026Q2: 10,627 shares 10,627 $668K 0.02% -23 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 6,732 shares; 2025Q1: 6,583 shares; 2025Q2: 6,634 shares; 2025Q3: 6,507 shares; 2025Q4: 5,832 shares; 2026Q1: 5,856 shares; 2026Q2: 5,902 shares 5,902 $664K 0.02% +46 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,488 shares; 2025Q1: 6,233 shares; 2025Q2: 4,987 shares; 2025Q3: 13,433 shares; 2025Q4: 18,456 shares; 2026Q1: 15,602 shares; 2026Q2: 16,065 shares 16,065 $660K 0.02% +463 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: 10,818 shares; 2024Q4: 14,444 shares; 2025Q1: 14,741 shares; 2025Q2: 15,288 shares; 2025Q3: 17,418 shares; 2025Q4: 13,179 shares; 2026Q1: 7,798 shares; 2026Q2: 7,932 shares 7,932 $655K 0.02% +134 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: 6,753 shares; 2024Q4: 10,991 shares; 2025Q1: 16,619 shares; 2025Q2: 16,051 shares; 2025Q3: 15,448 shares; 2025Q4: 14,159 shares; 2026Q1: 13,902 shares; 2026Q2: 13,766 shares 13,766 $654K 0.02% -136 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,530 shares; 2024Q4: 4,626 shares; 2025Q1: 4,569 shares; 2025Q2: 4,540 shares; 2025Q3: 4,262 shares; 2025Q4: 3,883 shares; 2026Q1: 3,178 shares; 2026Q2: 3,163 shares 3,163 $649K 0.02% -15 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: 35,516 shares; 2024Q4: 42,850 shares; 2025Q1: 38,160 shares; 2025Q2: 33,407 shares; 2025Q3: 63,208 shares; 2025Q4: 41,490 shares; 2026Q1: 13,058 shares; 2026Q2: 10,582 shares 10,582 $639K 0.02% -2,476 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,348 shares; 2024Q4: 5,628 shares; 2025Q1: 6,006 shares; 2025Q2: 5,096 shares; 2025Q3: 4,610 shares; 2025Q4: 3,820 shares; 2026Q1: 2,911 shares; 2026Q2: 2,583 shares 2,583 $628K 0.02% -328 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares; 2026Q2: 13,300 shares 13,300 $625K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 3,047 shares; 2025Q1: 3,448 shares; 2025Q2: 4,694 shares; 2025Q3: 4,443 shares; 2025Q4: 2,808 shares; 2026Q1: 2,738 shares; 2026Q2: 2,861 shares 2,861 $619K 0.02% +123 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: 3,744 shares; 2024Q4: 3,920 shares; 2025Q1: 3,811 shares; 2025Q2: 3,624 shares; 2025Q3: 13,463 shares; 2025Q4: 13,817 shares; 2026Q1: 4,483 shares; 2026Q2: 4,303 shares 4,303 $616K 0.02% -180 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,921 shares; 2025Q2: 22,921 shares; 2025Q3: 22,921 shares; 2025Q4: 22,921 shares; 2026Q1: 22,921 shares; 2026Q2: 22,921 shares 22,921 $612K 0.02% 0 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: 6,295 shares; 2024Q4: 6,381 shares; 2025Q1: 6,410 shares; 2025Q2: 6,487 shares; 2025Q3: 6,629 shares; 2025Q4: 3,648 shares; 2026Q1: 3,572 shares; 2026Q2: 3,564 shares 3,564 $604K 0.02% -8 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: 6,674 shares; 2024Q4: 6,219 shares; 2025Q1: 5,749 shares; 2025Q2: 5,885 shares; 2025Q3: 6,226 shares; 2025Q4: 6,007 shares; 2026Q1: 4,842 shares; 2026Q2: 4,388 shares 4,388 $600K 0.02% -454 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,916 shares; 2024Q4: 6,931 shares; 2025Q1: 7,107 shares; 2025Q2: 7,227 shares; 2025Q3: 7,228 shares; 2025Q4: 7,166 shares; 2026Q1: 7,133 shares; 2026Q2: 6,571 shares 6,571 $593K 0.02% -562 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,653 shares; 2024Q4: 4,435 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,943 shares; 2025Q4: 3,944 shares; 2026Q1: 3,735 shares; 2026Q2: 3,486 shares 3,486 $589K 0.02% -249 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 8,087 shares; 2026Q2: 8,087 shares 8,087 $586K 0.02% 0 Timeline AJAN 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: 20,576 shares; 2024Q4: 20,576 shares; 2025Q1: 20,576 shares; 2025Q2: 20,576 shares; 2025Q3: 20,576 shares; 2025Q4: 20,576 shares; 2026Q1: 20,576 shares; 2026Q2: 20,576 shares 20,576 $584K 0.02% 0 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: 3,983 shares; 2024Q4: 10,009 shares; 2025Q1: 9,183 shares; 2025Q2: 9,142 shares; 2025Q3: 24,204 shares; 2025Q4: 23,515 shares; 2026Q1: 8,005 shares; 2026Q2: 7,464 shares 7,464 $584K 0.02% -541 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,971 shares; 2024Q4: 107,354 shares; 2025Q1: 37,097 shares; 2025Q2: 36,085 shares; 2025Q3: 36,234 shares; 2025Q4: 36,039 shares; 2026Q1: 35,852 shares; 2026Q2: 26,374 shares 26,374 $584K 0.02% -9,478 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,357 shares; 2024Q4: 9,357 shares; 2025Q1: 12,393 shares; 2025Q2: 12,420 shares; 2025Q3: 12,330 shares; 2025Q4: 10,146 shares; 2026Q1: 10,140 shares; 2026Q2: 9,504 shares 9,504 $582K 0.02% -636 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: 3,364 shares; 2024Q4: 3,332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,391 shares; 2026Q1: 1,333 shares; 2026Q2: 1,735 shares 1,735 $581K 0.02% +402 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,015 shares; 2024Q4: 75,866 shares; 2025Q1: 73,604 shares; 2025Q2: 73,604 shares; 2025Q3: 78,818 shares; 2025Q4: 11,169 shares; 2026Q1: 11,169 shares; 2026Q2: 11,169 shares 11,169 $575K 0.02% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 286 shares; 2026Q2: 289 shares 289 $573K 0.02% +3 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,506 shares; 2026Q1: 109,167 shares; 2026Q2: 43,780 shares 43,780 $570K 0.02% -65,387 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,605 shares; 2024Q4: 33,703 shares; 2025Q1: 37,753 shares; 2025Q2: 58,001 shares; 2025Q3: 58,001 shares; 2025Q4: 59,691 shares; 2026Q1: 60,198 shares; 2026Q2: 68,824 shares 68,824 $569K 0.02% +8,626 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,621 shares; 2024Q4: 6,310 shares; 2025Q1: 5,644 shares; 2025Q2: 4,776 shares; 2025Q3: 6,052 shares; 2025Q4: 6,080 shares; 2026Q1: 5,926 shares; 2026Q2: 5,472 shares 5,472 $569K 0.02% -454 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: 9,896 shares; 2024Q4: 12,375 shares; 2025Q1: 13,674 shares; 2025Q2: 11,182 shares; 2025Q3: 39,941 shares; 2025Q4: 39,338 shares; 2026Q1: 11,556 shares; 2026Q2: 12,168 shares 12,168 $567K 0.02% +612 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,025 shares; 2024Q4: 10,732 shares; 2025Q1: 10,362 shares; 2025Q2: 11,012 shares; 2025Q3: 11,342 shares; 2025Q4: 12,701 shares; 2026Q1: 12,792 shares; 2026Q2: 13,979 shares 13,979 $563K 0.02% +1,187 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: 4,084 shares; 2024Q4: 5,351 shares; 2025Q1: 5,648 shares; 2025Q2: 14,420 shares; 2025Q3: 14,340 shares; 2025Q4: 10,414 shares; 2026Q1: 9,588 shares; 2026Q2: 9,719 shares 9,719 $562K 0.02% +131 Timeline VONE 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: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $562K 0.02% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,297 shares; 2025Q1: 1,317 shares; 2025Q2: 1,573 shares; 2025Q3: 1,550 shares; 2025Q4: 1,367 shares; 2026Q1: 1,414 shares; 2026Q2: 1,394 shares 1,394 $560K 0.02% -20 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,760 shares; 2025Q3: 10,720 shares; 2025Q4: 10,975 shares; 2026Q1: 10,029 shares; 2026Q2: 8,065 shares 8,065 $545K 0.02% -1,964 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,364 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,684 shares; 2025Q4: 1,891 shares; 2026Q1: 1,365 shares; 2026Q2: 1,370 shares 1,370 $544K 0.02% +5 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 reported; 2024Q4: 5,528 shares; 2025Q1: 7,237 shares; 2025Q2: 9,347 shares; 2025Q3: 48,373 shares; 2025Q4: 47,447 shares; 2026Q1: 12,065 shares; 2026Q2: 10,888 shares 10,888 $542K 0.02% -1,177 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: 4,676 shares; 2024Q4: 11,844 shares; 2025Q1: 12,491 shares; 2025Q2: 12,085 shares; 2025Q3: 9,998 shares; 2025Q4: 11,034 shares; 2026Q1: 8,890 shares; 2026Q2: 9,232 shares 9,232 $532K 0.02% +342 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,803 shares; 2024Q4: 4,798 shares; 2025Q1: 4,967 shares; 2025Q2: 4,953 shares; 2025Q3: 6,696 shares; 2025Q4: 6,695 shares; 2026Q1: 6,675 shares; 2026Q2: 6,170 shares 6,170 $531K 0.02% -505 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,484 shares; 2024Q4: 9,757 shares; 2025Q1: 6,355 shares; 2025Q2: 6,230 shares; 2025Q3: 6,194 shares; 2025Q4: 5,957 shares; 2026Q1: 6,156 shares; 2026Q2: 5,880 shares 5,880 $530K 0.02% -276 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: 23,541 shares; 2024Q4: 23,398 shares; 2025Q1: 21,983 shares; 2025Q2: 22,648 shares; 2025Q3: 22,670 shares; 2025Q4: 22,138 shares; 2026Q1: 20,073 shares; 2026Q2: 17,506 shares 17,506 $529K 0.02% -2,567 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,058 shares; 2025Q1: 3,166 shares; 2025Q2: 3,176 shares; 2025Q3: 3,180 shares; 2025Q4: 3,249 shares; 2026Q1: 3,347 shares; 2026Q2: 3,433 shares 3,433 $527K 0.02% +86 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 reported; 2024Q4: 1,606 shares; 2025Q1: 2,523 shares; 2025Q2: 2,528 shares; 2025Q3: 2,426 shares; 2025Q4: 2,166 shares; 2026Q1: 1,947 shares; 2026Q2: 1,889 shares 1,889 $511K 0.02% -58 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: 40,273 shares; 2024Q4: 31,148 shares; 2025Q1: 25,737 shares; 2025Q2: 21,272 shares; 2025Q3: 11,873 shares; 2025Q4: 11,227 shares; 2026Q1: 11,227 shares; 2026Q2: 11,227 shares 11,227 $511K 0.02% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,507 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 14,293 shares; 2025Q3: 11,525 shares; 2025Q4: 3,566 shares; 2026Q1: 4,260 shares; 2026Q2: 4,179 shares 4,179 $507K 0.02% -81 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: 12,544 shares; 2024Q4: 11,201 shares; 2025Q1: 11,124 shares; 2025Q2: 10,247 shares; 2025Q3: 9,783 shares; 2025Q4: 9,854 shares; 2026Q1: 9,923 shares; 2026Q2: 9,994 shares 9,994 $505K 0.02% +71 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,750 shares; 2026Q1: 17,750 shares; 2026Q2: 17,750 shares 17,750 $504K 0.02% 0 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: 4,673 shares; 2024Q4: 4,449 shares; 2025Q1: 8,168 shares; 2025Q2: 7,534 shares; 2025Q3: 7,670 shares; 2025Q4: 7,515 shares; 2026Q1: 6,635 shares; 2026Q2: 6,635 shares 6,635 $501K 0.02% 0 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: 3,091 shares; 2024Q4: 3,225 shares; 2025Q1: 2,821 shares; 2025Q2: 2,648 shares; 2025Q3: 2,498 shares; 2025Q4: 1,376 shares; 2026Q1: 1,299 shares; 2026Q2: 1,228 shares 1,228 $500K 0.02% -71 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,019 shares; 2024Q4: 11,092 shares; 2025Q1: 11,316 shares; 2025Q2: 13,622 shares; 2025Q3: 13,135 shares; 2025Q4: 12,984 shares; 2026Q1: 12,941 shares; 2026Q2: 12,009 shares 12,009 $499K 0.02% -932 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,162 shares; 2025Q1: 9,710 shares; 2025Q2: 9,198 shares; 2025Q3: 9,418 shares; 2025Q4: 8,454 shares; 2026Q1: 7,563 shares; 2026Q2: 6,690 shares 6,690 $499K 0.02% -873 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,695 shares; 2024Q4: 48,149 shares; 2025Q1: 31,107 shares; 2025Q2: 28,744 shares; 2025Q3: 29,389 shares; 2025Q4: 29,799 shares; 2026Q1: 29,643 shares; 2026Q2: 19,941 shares 19,941 $498K 0.02% -9,702 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,523 shares; 2024Q4: 8,523 shares; 2025Q1: 8,523 shares; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 8,523 shares; 2026Q1: 8,523 shares; 2026Q2: 9,112 shares 9,112 $490K 0.02% +589 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,816 shares; 2025Q3: 6,536 shares; 2025Q4: 7,309 shares; 2026Q1: 6,981 shares; 2026Q2: 6,461 shares 6,461 $481K 0.02% -520 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,488 shares; 2024Q4: 16,876 shares; 2025Q1: 16,162 shares; 2025Q2: 15,745 shares; 2025Q3: 15,203 shares; 2025Q4: 14,703 shares; 2026Q1: 13,775 shares; 2026Q2: 13,785 shares 13,785 $480K 0.02% +10 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 reported; 2024Q4: not reported; 2025Q1: 5,061 shares; 2025Q2: 5,403 shares; 2025Q3: 5,609 shares; 2025Q4: 5,558 shares; 2026Q1: 4,991 shares; 2026Q2: 5,123 shares 5,123 $478K 0.02% +132 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: 3,013 shares; 2024Q4: 5,166 shares; 2025Q1: 4,135 shares; 2025Q2: 4,154 shares; 2025Q3: 11,020 shares; 2025Q4: 9,038 shares; 2026Q1: 2,294 shares; 2026Q2: 2,151 shares 2,151 $475K 0.02% -143 Timeline UDEC 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 reported; 2024Q4: 13,238 shares; 2025Q1: 13,238 shares; 2025Q2: 18,394 shares; 2025Q3: 15,770 shares; 2025Q4: 16,527 shares; 2026Q1: 16,527 shares; 2026Q2: 11,371 shares 11,371 $474K 0.02% -5,156 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 reported; 2024Q4: 3,951 shares; 2025Q1: 5,022 shares; 2025Q2: 7,244 shares; 2025Q3: 7,155 shares; 2025Q4: 7,201 shares; 2026Q1: 6,616 shares; 2026Q2: 5,852 shares 5,852 $470K 0.02% -764 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,888 shares; 2025Q1: 6,438 shares; 2025Q2: 6,028 shares; 2025Q3: 6,273 shares; 2025Q4: 5,825 shares; 2026Q1: 5,185 shares; 2026Q2: 5,145 shares 5,145 $466K 0.02% -40 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: 4,776 shares; 2024Q4: 4,109 shares; 2025Q1: 4,033 shares; 2025Q2: 4,014 shares; 2025Q3: 4,044 shares; 2025Q4: 3,556 shares; 2026Q1: 3,562 shares; 2026Q2: 3,502 shares 3,502 $464K 0.02% -60 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: 4,072 shares; 2024Q4: 4,250 shares; 2025Q1: 3,902 shares; 2025Q2: 7,092 shares; 2025Q3: 7,907 shares; 2025Q4: 4,117 shares; 2026Q1: 3,973 shares; 2026Q2: 3,938 shares 3,938 $463K 0.02% -35 Timeline GENC GENCOR INDS INC More: the full row for GENCOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,788 shares; 2024Q4: 18,788 shares; 2025Q1: 27,451 shares; 2025Q2: 33,999 shares; 2025Q3: 33,904 shares; 2025Q4: 33,598 shares; 2026Q1: 33,514 shares; 2026Q2: 30,997 shares 30,997 $462K 0.02% -2,517 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 reported; 2024Q4: 7,174 shares; 2025Q1: 6,941 shares; 2025Q2: 5,239 shares; 2025Q3: 5,648 shares; 2025Q4: 5,356 shares; 2026Q1: 4,948 shares; 2026Q2: 5,987 shares 5,987 $462K 0.02% +1,039 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,915 shares; 2024Q4: 37,900 shares; 2025Q1: 38,101 shares; 2025Q2: 23,218 shares; 2025Q3: 22,144 shares; 2025Q4: 21,596 shares; 2026Q1: 21,517 shares; 2026Q2: 18,788 shares 18,788 $461K 0.02% -2,729 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: 2,788 shares; 2024Q4: 4,099 shares; 2025Q1: 4,186 shares; 2025Q2: 4,529 shares; 2025Q3: 20,504 shares; 2025Q4: 19,758 shares; 2026Q1: 5,019 shares; 2026Q2: 4,814 shares 4,814 $461K 0.02% -205 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 6,465 shares; 2025Q2: 7,197 shares; 2025Q3: 8,193 shares; 2025Q4: 8,657 shares; 2026Q1: 8,762 shares; 2026Q2: 9,255 shares 9,255 $460K 0.02% +493 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 7,000 shares; 2025Q2: 7,155 shares; 2025Q3: 7,245 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,165 shares 6,165 $457K 0.01% -35 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 4,912 shares; 2025Q1: 5,065 shares; 2025Q2: 5,139 shares; 2025Q3: 5,178 shares; 2025Q4: 5,135 shares; 2026Q1: 5,103 shares; 2026Q2: 6,544 shares 6,544 $454K 0.01% +1,441 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: 17,220 shares; 2024Q4: 16,524 shares; 2025Q1: 15,486 shares; 2025Q2: 15,404 shares; 2025Q3: 15,311 shares; 2025Q4: 4,369 shares; 2026Q1: 7,736 shares; 2026Q2: 7,981 shares 7,981 $450K 0.01% +245 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 reported; 2024Q4: 648 shares; 2025Q1: 529 shares; 2025Q2: 1,113 shares; 2025Q3: 1,160 shares; 2025Q4: 1,023 shares; 2026Q1: 979 shares; 2026Q2: 981 shares 981 $450K 0.01% +2 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: 2,836 shares; 2024Q4: 2,992 shares; 2025Q1: 2,589 shares; 2025Q2: 2,560 shares; 2025Q3: 3,157 shares; 2025Q4: 2,830 shares; 2026Q1: 2,768 shares; 2026Q2: 2,738 shares 2,738 $448K 0.01% -30 Timeline ZJAN 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 reported; 2024Q4: not reported; 2025Q1: 14,895 shares; 2025Q2: 14,895 shares; 2025Q3: 14,895 shares; 2025Q4: 15,976 shares; 2026Q1: 15,976 shares; 2026Q2: 15,959 shares 15,959 $447K 0.01% -17 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,502 shares; 2025Q2: 3,712 shares; 2025Q3: 3,730 shares; 2025Q4: 2,190 shares; 2026Q1: 1,757 shares; 2026Q2: 1,787 shares 1,787 $447K 0.01% +30 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,104 shares; 2025Q3: 4,149 shares; 2025Q4: 3,823 shares; 2026Q1: 3,807 shares; 2026Q2: 3,567 shares 3,567 $446K 0.01% -240 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,785 shares; 2025Q1: 13,015 shares; 2025Q2: 13,244 shares; 2025Q3: 13,851 shares; 2025Q4: 13,314 shares; 2026Q1: 12,223 shares; 2026Q2: 12,333 shares 12,333 $446K 0.01% +110 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 244 shares; 2026Q2: 424 shares 424 $442K 0.01% +180 Timeline FNDC 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: 10,061 shares; 2024Q4: 10,102 shares; 2025Q1: 9,988 shares; 2025Q2: 10,133 shares; 2025Q3: 9,991 shares; 2025Q4: 9,196 shares; 2026Q1: 9,061 shares; 2026Q2: 9,090 shares 9,090 $441K 0.01% +29 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: 1,866 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares; 2026Q2: 1,711 shares 1,711 $441K 0.01% +10 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,803 shares; 2024Q4: 9,934 shares; 2025Q1: 11,833 shares; 2025Q2: 11,789 shares; 2025Q3: 10,221 shares; 2025Q4: 4,790 shares; 2026Q1: 4,799 shares; 2026Q2: 4,780 shares 4,780 $438K 0.01% -19 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,182 shares; 2026Q1: 4,182 shares; 2026Q2: 4,182 shares 4,182 $435K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,003 shares; 2026Q1: 8,168 shares; 2026Q2: 8,168 shares 8,168 $434K 0.01% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,052 shares; 2024Q4: 6,077 shares; 2025Q1: 8,075 shares; 2025Q2: 8,094 shares; 2025Q3: 8,094 shares; 2025Q4: 7,598 shares; 2026Q1: 7,598 shares; 2026Q2: 7,678 shares 7,678 $432K 0.01% +80 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,203 shares; 2024Q4: 6,277 shares; 2025Q1: 5,922 shares; 2025Q2: 5,864 shares; 2025Q3: 5,910 shares; 2025Q4: 5,614 shares; 2026Q1: 9,195 shares; 2026Q2: 9,086 shares 9,086 $428K 0.01% -109 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: 3,805 shares; 2025Q1: 6,224 shares; 2025Q2: 4,741 shares; 2025Q3: 4,982 shares; 2025Q4: 4,323 shares; 2026Q1: 4,082 shares; 2026Q2: 7,545 shares 7,545 $424K 0.01% +3,463 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,712 shares; 2025Q2: 6,893 shares; 2025Q3: 74,481 shares; 2025Q4: 69,491 shares; 2026Q1: 6,215 shares; 2026Q2: 6,132 shares 6,132 $412K 0.01% -83 Timeline UFEB 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: 26,076 shares; 2024Q4: 43,261 shares; 2025Q1: 43,261 shares; 2025Q2: 43,261 shares; 2025Q3: 21,363 shares; 2025Q4: 21,363 shares; 2026Q1: 21,363 shares; 2026Q2: 10,638 shares 10,638 $411K 0.01% -10,725 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,178 shares; 2025Q1: 4,840 shares; 2025Q2: 4,702 shares; 2025Q3: 7,439 shares; 2025Q4: 7,213 shares; 2026Q1: 4,269 shares; 2026Q2: 3,598 shares 3,598 $411K 0.01% -671 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: not reported; 2026Q2: 17,921 shares 17,921 $410K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,217 shares; 2024Q4: 5,304 shares; 2025Q1: 5,504 shares; 2025Q2: 5,756 shares; 2025Q3: 6,274 shares; 2025Q4: 5,598 shares; 2026Q1: 5,470 shares; 2026Q2: 5,407 shares 5,407 $409K 0.01% -63 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 4,932 shares; 2025Q1: 4,944 shares; 2025Q2: 4,931 shares; 2025Q3: 4,936 shares; 2025Q4: 4,290 shares; 2026Q1: 4,296 shares; 2026Q2: 4,301 shares 4,301 $404K 0.01% +5 Timeline CDL 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: 11,671 shares; 2024Q4: 4,763 shares; 2025Q1: 5,532 shares; 2025Q2: 6,842 shares; 2025Q3: 7,044 shares; 2025Q4: 6,578 shares; 2026Q1: 5,786 shares; 2026Q2: 5,193 shares 5,193 $403K 0.01% -593 Timeline VSS 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: 2,402 shares; 2024Q4: 2,713 shares; 2025Q1: 2,608 shares; 2025Q2: 2,779 shares; 2025Q3: 2,638 shares; 2025Q4: 2,563 shares; 2026Q1: 3,046 shares; 2026Q2: 2,596 shares 2,596 $400K 0.01% -450 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 6,345 shares; 2025Q1: 5,044 shares; 2025Q2: 1,421 shares; 2025Q3: 1,561 shares; 2025Q4: 1,532 shares; 2026Q1: 1,693 shares; 2026Q2: 1,684 shares 1,684 $400K 0.01% -9 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,579 shares; 2024Q4: 3,943 shares; 2025Q1: 4,096 shares; 2025Q2: 4,114 shares; 2025Q3: 4,320 shares; 2025Q4: 4,219 shares; 2026Q1: 4,069 shares; 2026Q2: 3,909 shares 3,909 $400K 0.01% -160 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: 1,649 shares; 2024Q4: 2,429 shares; 2025Q1: 2,736 shares; 2025Q2: 2,544 shares; 2025Q3: 3,122 shares; 2025Q4: 3,292 shares; 2026Q1: 3,117 shares; 2026Q2: 3,206 shares 3,206 $399K 0.01% +89 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,911 shares; 2025Q4: 4,971 shares; 2026Q1: 4,971 shares; 2026Q2: 5,159 shares 5,159 $398K 0.01% +188 Timeline UJAN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,593 shares; 2025Q3: 8,761 shares; 2025Q4: 8,761 shares; 2026Q1: 8,761 shares; 2026Q2: 8,761 shares 8,761 $397K 0.01% 0 Timeline GCOW 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: 21,933 shares; 2024Q4: 20,684 shares; 2025Q1: 17,060 shares; 2025Q2: 17,060 shares; 2025Q3: 13,006 shares; 2025Q4: 12,464 shares; 2026Q1: 12,464 shares; 2026Q2: 9,140 shares 9,140 $396K 0.01% -3,324 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,674 shares; 2024Q4: 3,743 shares; 2025Q1: 3,206 shares; 2025Q2: 1,368 shares; 2025Q3: 1,371 shares; 2025Q4: 1,351 shares; 2026Q1: 1,362 shares; 2026Q2: 1,394 shares 1,394 $392K 0.01% +32 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: 3,635 shares; 2024Q4: 2,679 shares; 2025Q1: 2,581 shares; 2025Q2: 2,533 shares; 2025Q3: 3,241 shares; 2025Q4: 3,308 shares; 2026Q1: 2,145 shares; 2026Q2: 2,990 shares 2,990 $391K 0.01% +845 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,734 shares; 2025Q1: not reported; 2025Q2: 9,940 shares; 2025Q3: 10,810 shares; 2025Q4: 13,371 shares; 2026Q1: 13,396 shares; 2026Q2: 15,035 shares 15,035 $388K 0.01% +1,639 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,116 shares; 2024Q4: 14,116 shares; 2025Q1: 14,481 shares; 2025Q2: 14,440 shares; 2025Q3: 14,345 shares; 2025Q4: 14,185 shares; 2026Q1: 14,149 shares; 2026Q2: 13,089 shares 13,089 $388K 0.01% -1,060 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,678 shares; 2024Q4: 50,559 shares; 2025Q1: 25,900 shares; 2025Q2: 24,026 shares; 2025Q3: 24,680 shares; 2025Q4: 21,057 shares; 2026Q1: 21,046 shares; 2026Q2: 16,663 shares 16,663 $386K 0.01% -4,383 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,939 shares; 2025Q1: 2,085 shares; 2025Q2: 2,011 shares; 2025Q3: 1,938 shares; 2025Q4: 1,297 shares; 2026Q1: 1,286 shares; 2026Q2: 1,040 shares 1,040 $385K 0.01% -246 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,169 shares; 2024Q4: 12,520 shares; 2025Q1: 13,006 shares; 2025Q2: 13,006 shares; 2025Q3: 13,007 shares; 2025Q4: 4,947 shares; 2026Q1: 4,948 shares; 2026Q2: 4,560 shares 4,560 $384K 0.01% -388 Timeline UAUG 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: 16,505 shares; 2024Q4: 16,505 shares; 2025Q1: 11,604 shares; 2025Q2: 10,104 shares; 2025Q3: 10,103 shares; 2025Q4: 10,103 shares; 2026Q1: 10,103 shares; 2026Q2: 9,078 shares 9,078 $382K 0.01% -1,025 Timeline IJAN 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: 10,063 shares; 2024Q4: 9,861 shares; 2025Q1: 10,037 shares; 2025Q2: 10,037 shares; 2025Q3: 10,037 shares; 2025Q4: 10,007 shares; 2026Q1: 10,007 shares; 2026Q2: 10,007 shares 10,007 $381K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares; 2026Q1: not reported; 2026Q2: 3,016 shares 3,016 $381K 0.01% new Timeline GSEW 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: 4,314 shares; 2024Q4: 6,290 shares; 2025Q1: 6,292 shares; 2025Q2: 5,661 shares; 2025Q3: 4,648 shares; 2025Q4: 4,250 shares; 2026Q1: 4,213 shares; 2026Q2: 4,009 shares 4,009 $378K 0.01% -204 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: 1,817 shares; 2024Q4: 1,862 shares; 2025Q1: 1,885 shares; 2025Q2: 1,915 shares; 2025Q3: 1,964 shares; 2025Q4: 1,930 shares; 2026Q1: 1,912 shares; 2026Q2: 1,833 shares 1,833 $378K 0.01% -79 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,580 shares; 2025Q1: 1,643 shares; 2025Q2: 1,606 shares; 2025Q3: 1,613 shares; 2025Q4: 1,536 shares; 2026Q1: 1,564 shares; 2026Q2: 1,426 shares 1,426 $377K 0.01% -138 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,303 shares; 2024Q4: 6,303 shares; 2025Q1: 6,843 shares; 2025Q2: 6,449 shares; 2025Q3: 6,414 shares; 2025Q4: 6,348 shares; 2026Q1: 6,320 shares; 2026Q2: 5,870 shares 5,870 $375K 0.01% -450 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: 889 shares; 2024Q4: 928 shares; 2025Q1: 991 shares; 2025Q2: 1,077 shares; 2025Q3: 1,122 shares; 2025Q4: 1,161 shares; 2026Q1: 1,174 shares; 2026Q2: 1,058 shares 1,058 $375K 0.01% -116 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: 12,119 shares; 2024Q4: 6,838 shares; 2025Q1: 5,050 shares; 2025Q2: 5,394 shares; 2025Q3: 7,120 shares; 2025Q4: 6,480 shares; 2026Q1: 4,534 shares; 2026Q2: 5,191 shares 5,191 $375K 0.01% +657 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: 1,526 shares; 2026Q2: 432 shares 432 $371K 0.01% -1,094 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,962 shares; 2026Q2: 1,954 shares 1,954 $371K 0.01% -8 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: 122 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 126 shares; 2025Q3: 125 shares; 2025Q4: 127 shares; 2026Q1: 102 shares; 2026Q2: 2,066 shares 2,066 $368K 0.01% +1,964 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,243 shares; 2024Q4: 5,200 shares; 2025Q1: 4,019 shares; 2025Q2: 3,633 shares; 2025Q3: 3,652 shares; 2025Q4: 3,662 shares; 2026Q1: 3,293 shares; 2026Q2: 3,346 shares 3,346 $366K 0.01% +53 Timeline FNDE 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: 10,387 shares; 2024Q4: 9,560 shares; 2025Q1: 9,637 shares; 2025Q2: 9,688 shares; 2025Q3: 9,366 shares; 2025Q4: 9,833 shares; 2026Q1: 9,351 shares; 2026Q2: 9,228 shares 9,228 $366K 0.01% -123 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,088 shares; 2024Q4: 8,918 shares; 2025Q1: 8,799 shares; 2025Q2: 9,816 shares; 2025Q3: 2,288 shares; 2025Q4: 2,158 shares; 2026Q1: 1,953 shares; 2026Q2: 2,238 shares 2,238 $366K 0.01% +285 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,792 shares; 2024Q4: 7,792 shares; 2025Q1: 7,792 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $365K 0.01% 0 Timeline LCUT LIFETIME BRANDS INC More: the full row for LIFETIME BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,421 shares; 2024Q4: 34,640 shares; 2025Q1: 55,546 shares; 2025Q2: 55,596 shares; 2025Q3: 55,146 shares; 2025Q4: 54,482 shares; 2026Q1: 54,536 shares; 2026Q2: 42,753 shares 42,753 $365K 0.01% -11,783 Timeline FLRN 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: 28,786 shares; 2024Q4: 23,765 shares; 2025Q1: 30,546 shares; 2025Q2: 25,839 shares; 2025Q3: 17,473 shares; 2025Q4: 13,789 shares; 2026Q1: 13,716 shares; 2026Q2: 11,727 shares 11,727 $362K 0.01% -1,989 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,955 shares; 2024Q4: 19,614 shares; 2025Q1: 17,878 shares; 2025Q2: 17,039 shares; 2025Q3: 16,188 shares; 2025Q4: 15,762 shares; 2026Q1: 6,682 shares; 2026Q2: 6,689 shares 6,689 $361K 0.01% +7 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 reported; 2024Q4: not reported; 2025Q1: 1,977 shares; 2025Q2: 1,996 shares; 2025Q3: 2,109 shares; 2025Q4: 1,577 shares; 2026Q1: 1,521 shares; 2026Q2: 1,132 shares 1,132 $360K 0.01% -389 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,336 shares; 2025Q1: 2,914 shares; 2025Q2: 2,772 shares; 2025Q3: 3,178 shares; 2025Q4: 6,117 shares; 2026Q1: 5,461 shares; 2026Q2: 4,903 shares 4,903 $357K 0.01% -558 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,485 shares; 2025Q1: 7,035 shares; 2025Q2: 6,816 shares; 2025Q3: 6,899 shares; 2025Q4: 6,912 shares; 2026Q1: 7,024 shares; 2026Q2: 6,959 shares 6,959 $357K 0.01% -65 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: 1,794 shares; 2024Q4: 1,979 shares; 2025Q1: 2,009 shares; 2025Q2: 2,080 shares; 2025Q3: 2,184 shares; 2025Q4: 1,958 shares; 2026Q1: 1,669 shares; 2026Q2: 1,595 shares 1,595 $357K 0.01% -74 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,981 shares; 2025Q4: 3,872 shares; 2026Q1: 3,848 shares; 2026Q2: 3,568 shares 3,568 $356K 0.01% -280 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,630 shares; 2026Q1: 10,635 shares; 2026Q2: 15,866 shares 15,866 $355K 0.01% +5,231 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares; 2025Q3: 5,338 shares; 2025Q4: 5,601 shares; 2026Q1: 5,598 shares; 2026Q2: 6,142 shares 6,142 $354K 0.01% +544 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,925 shares 45,925 $354K 0.01% new 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: 751 shares; 2024Q4: 839 shares; 2025Q1: 909 shares; 2025Q2: 1,000 shares; 2025Q3: 1,063 shares; 2025Q4: 1,074 shares; 2026Q1: 961 shares; 2026Q2: 906 shares 906 $353K 0.01% -55 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 4,438 shares; 2025Q1: 4,777 shares; 2025Q2: 4,949 shares; 2025Q3: 4,867 shares; 2025Q4: 4,624 shares; 2026Q1: 4,305 shares; 2026Q2: 3,949 shares 3,949 $353K 0.01% -356 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,196 shares; 2025Q2: 2,214 shares; 2025Q3: 2,199 shares; 2025Q4: 2,158 shares; 2026Q1: 2,148 shares; 2026Q2: 2,015 shares 2,015 $352K 0.01% -133 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,427 shares; 2024Q4: 9,854 shares; 2025Q1: 10,043 shares; 2025Q2: 9,915 shares; 2025Q3: 8,948 shares; 2025Q4: 2,959 shares; 2026Q1: 2,920 shares; 2026Q2: 2,843 shares 2,843 $349K 0.01% -77 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: 992 shares; 2025Q2: 1,092 shares; 2025Q3: 1,134 shares; 2025Q4: 1,095 shares; 2026Q1: 1,086 shares; 2026Q2: 1,055 shares 1,055 $349K 0.01% -31 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,990 shares; 2025Q1: 6,992 shares; 2025Q2: 6,149 shares; 2025Q3: 6,104 shares; 2025Q4: 3,064 shares; 2026Q1: 3,064 shares; 2026Q2: 3,064 shares 3,064 $346K 0.01% 0 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 2,422 shares; 2026Q1: 2,400 shares; 2026Q2: 2,407 shares 2,407 $345K 0.01% +7 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: 10,400 shares; 2024Q4: 8,672 shares; 2025Q1: 8,283 shares; 2025Q2: 8,228 shares; 2025Q3: 8,226 shares; 2025Q4: 8,316 shares; 2026Q1: 8,287 shares; 2026Q2: 8,392 shares 8,392 $344K 0.01% +105 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: 17,045 shares; 2024Q4: 130,487 shares; 2025Q1: 15,616 shares; 2025Q2: 14,698 shares; 2025Q3: 15,269 shares; 2025Q4: 16,807 shares; 2026Q1: 15,060 shares; 2026Q2: 15,062 shares 15,062 $343K 0.01% +2 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,870 shares; 2025Q3: 3,885 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares 2,665 $343K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 2,023 shares; 2025Q4: 3,262 shares; 2026Q1: 4,200 shares; 2026Q2: 1,942 shares 1,942 $342K 0.01% -2,258 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: 1,120 shares; 2024Q4: 1,611 shares; 2025Q1: 1,618 shares; 2025Q2: 1,767 shares; 2025Q3: 1,669 shares; 2025Q4: 941 shares; 2026Q1: 850 shares; 2026Q2: 1,090 shares 1,090 $341K 0.01% +240 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: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,499 shares; 2025Q2: 1,502 shares; 2025Q3: 1,577 shares; 2025Q4: 1,576 shares; 2026Q1: 1,522 shares; 2026Q2: 1,403 shares 1,403 $340K 0.01% -119 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,616 shares; 2024Q4: 8,616 shares; 2025Q1: 8,801 shares; 2025Q2: 8,824 shares; 2025Q3: 8,754 shares; 2025Q4: 8,664 shares; 2026Q1: 8,657 shares; 2026Q2: 8,032 shares 8,032 $340K 0.01% -625 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,319 shares; 2026Q1: 1,561 shares; 2026Q2: 1,929 shares 1,929 $339K 0.01% +368 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,494 shares 10,494 $338K 0.01% new Timeline NJUL 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: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,355 shares; 2025Q4: 4,355 shares; 2026Q1: 4,355 shares; 2026Q2: 4,355 shares 4,355 $337K 0.01% 0 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 reported; 2024Q4: 176 shares; 2025Q1: 185 shares; 2025Q2: 6,242 shares; 2025Q3: 6,721 shares; 2025Q4: 7,088 shares; 2026Q1: 6,708 shares; 2026Q2: 3,653 shares 3,653 $336K 0.01% -3,055 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 reported; 2024Q4: not reported; 2025Q1: 6,574 shares; 2025Q2: 6,574 shares; 2025Q3: 6,574 shares; 2025Q4: 6,574 shares; 2026Q1: 6,574 shares; 2026Q2: 6,574 shares 6,574 $335K 0.01% 0 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: 5,390 shares; 2024Q4: 5,524 shares; 2025Q1: 5,245 shares; 2025Q2: 4,416 shares; 2025Q3: 4,241 shares; 2025Q4: 3,862 shares; 2026Q1: 3,335 shares; 2026Q2: 2,864 shares 2,864 $334K 0.01% -471 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,360 shares; 2024Q4: 3,060 shares; 2025Q1: 2,260 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 983 shares; 2026Q1: 983 shares; 2026Q2: 887 shares 887 $334K 0.01% -96 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,060 shares; 2025Q3: 23,040 shares; 2025Q4: 10,040 shares; 2026Q1: 15,040 shares; 2026Q2: 15,040 shares 15,040 $332K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,151 shares; 2025Q4: 12,654 shares; 2026Q1: 13,054 shares; 2026Q2: 13,054 shares 13,054 $330K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,384 shares; 2025Q2: 6,384 shares; 2025Q3: 6,394 shares; 2025Q4: 6,461 shares; 2026Q1: 6,464 shares; 2026Q2: 6,471 shares 6,471 $328K 0.01% +7 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,639 shares; 2025Q3: 7,441 shares; 2025Q4: 7,686 shares; 2026Q1: 6,379 shares; 2026Q2: 6,203 shares 6,203 $327K 0.01% -176 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares; 2026Q1: not reported; 2026Q2: 1,078 shares 1,078 $326K 0.01% new Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,762 shares; 2026Q1: 4,742 shares; 2026Q2: 5,539 shares 5,539 $325K 0.01% +797 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,871 shares 1,871 $320K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,298 shares; 2025Q1: 4,070 shares; 2025Q2: 3,061 shares; 2025Q3: 2,973 shares; 2025Q4: 2,902 shares; 2026Q1: 2,742 shares; 2026Q2: 2,681 shares 2,681 $319K 0.01% -61 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: 282 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 321 shares; 2025Q4: 302 shares; 2026Q1: 276 shares; 2026Q2: 230 shares 230 $318K 0.01% -46 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,676 shares; 2024Q4: 10,733 shares; 2025Q1: 10,020 shares; 2025Q2: 10,253 shares; 2025Q3: 10,012 shares; 2025Q4: 9,427 shares; 2026Q1: 7,750 shares; 2026Q2: 6,669 shares 6,669 $317K 0.01% -1,081 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 715 shares; 2025Q3: 763 shares; 2025Q4: 752 shares; 2026Q1: 747 shares; 2026Q2: 762 shares 762 $317K 0.01% +15 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,815 shares; 2025Q4: 132,001 shares; 2026Q1: not reported; 2026Q2: 7,005 shares 7,005 $316K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 851 shares; 2025Q1: 906 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 943 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $313K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares; 2026Q1: 5,195 shares; 2026Q2: 6,728 shares 6,728 $313K 0.01% +1,533 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: 568 shares; 2024Q4: 669 shares; 2025Q1: 718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 563 shares; 2026Q1: 806 shares; 2026Q2: 808 shares 808 $313K 0.01% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,453 shares; 2026Q1: 1,399 shares; 2026Q2: 1,402 shares 1,402 $313K 0.01% +3 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 4,142 shares 4,142 $310K 0.01% new 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: 1,288 shares; 2024Q4: 1,587 shares; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 698 shares; 2025Q4: 706 shares; 2026Q1: not reported; 2026Q2: 403 shares 403 $308K 0.01% new 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: 15,298 shares; 2024Q4: 11,739 shares; 2025Q1: 9,677 shares; 2025Q2: 8,286 shares; 2025Q3: 7,554 shares; 2025Q4: 6,072 shares; 2026Q1: 3,967 shares; 2026Q2: 4,029 shares 4,029 $305K 0.01% +62 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,657 shares; 2026Q2: 26,627 shares 26,627 $304K 0.01% -2,030 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: 8,771 shares; 2024Q4: 8,777 shares; 2025Q1: 9,034 shares; 2025Q2: 2,306 shares; 2025Q3: 2,247 shares; 2025Q4: 1,867 shares; 2026Q1: 1,840 shares; 2026Q2: 1,842 shares 1,842 $301K 0.01% +2 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,269 shares; 2025Q2: 3,313 shares; 2025Q3: 2,311 shares; 2025Q4: 2,281 shares; 2026Q1: 2,281 shares; 2026Q2: 2,116 shares 2,116 $301K 0.01% -165 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,543 shares; 2024Q4: 8,615 shares; 2025Q1: 8,546 shares; 2025Q2: 8,386 shares; 2025Q3: 8,346 shares; 2025Q4: 8,047 shares; 2026Q1: 7,532 shares; 2026Q2: 7,020 shares 7,020 $300K 0.01% -512 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,344 shares; 2025Q1: 5,353 shares; 2025Q2: 5,327 shares; 2025Q3: 5,346 shares; 2025Q4: 4,689 shares; 2026Q1: 4,623 shares; 2026Q2: 4,634 shares 4,634 $300K 0.01% +11 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 607 shares; 2025Q4: 640 shares; 2026Q1: 629 shares; 2026Q2: 573 shares 573 $300K 0.01% -56 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares; 2025Q4: 3,285 shares; 2026Q1: 3,370 shares; 2026Q2: 3,583 shares 3,583 $299K 0.01% +213 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,647 shares; 2025Q2: 10,647 shares; 2025Q3: 10,647 shares; 2025Q4: 10,647 shares; 2026Q1: 10,647 shares; 2026Q2: 10,647 shares 10,647 $298K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,463 shares; 2025Q4: 23,339 shares; 2026Q1: 2,004 shares; 2026Q2: 1,894 shares 1,894 $297K 0.01% -110 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,542 shares; 2024Q4: 6,715 shares; 2025Q1: 6,797 shares; 2025Q2: 6,799 shares; 2025Q3: 6,829 shares; 2025Q4: 3,981 shares; 2026Q1: 3,963 shares; 2026Q2: 3,926 shares 3,926 $297K 0.01% -37 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,555 shares; 2025Q3: 5,555 shares; 2025Q4: 5,555 shares; 2026Q1: 5,555 shares; 2026Q2: 5,555 shares 5,555 $296K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,492 shares; 2025Q4: 5,217 shares; 2026Q1: 5,338 shares; 2026Q2: 5,218 shares 5,218 $295K 0.01% -120 Timeline