AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,639 shares; 2024Q4: 397,496 shares; 2025Q1: 399,743 shares; 2025Q2: 403,635 shares; 2025Q3: 402,464 shares; 2025Q4: 427,645 shares; 2026Q1: 426,381 shares; 2026Q2: 420,714 shares 420,714 $122M 3.98% -5,667 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: 116,493 shares; 2024Q4: 115,535 shares; 2025Q1: 117,726 shares; 2025Q2: 118,330 shares; 2025Q3: 116,823 shares; 2025Q4: 118,474 shares; 2026Q1: 120,693 shares; 2026Q2: 121,974 shares 121,974 $89.8M 2.94% +1,281 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: 428,081 shares; 2024Q4: 454,106 shares; 2025Q1: 390,520 shares; 2025Q2: 414,471 shares; 2025Q3: 416,270 shares; 2025Q4: 400,695 shares; 2026Q1: 402,159 shares; 2026Q2: 413,140 shares 413,140 $82.7M 2.7% +10,981 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: 66,864 shares; 2024Q4: 69,879 shares; 2025Q1: 76,513 shares; 2025Q2: 79,400 shares; 2025Q3: 77,205 shares; 2025Q4: 84,151 shares; 2026Q1: 88,477 shares; 2026Q2: 86,438 shares 86,438 $64.5M 2.11% -2,039 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: 94,356 shares; 2024Q4: 78,758 shares; 2025Q1: 87,371 shares; 2025Q2: 86,193 shares; 2025Q3: 84,164 shares; 2025Q4: 92,667 shares; 2026Q1: 87,465 shares; 2026Q2: 79,523 shares 79,523 $59.6M 1.95% -7,942 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: 140,686 shares; 2024Q4: 156,152 shares; 2025Q1: 153,594 shares; 2025Q2: 153,384 shares; 2025Q3: 141,291 shares; 2025Q4: 144,741 shares; 2026Q1: 149,571 shares; 2026Q2: 151,909 shares 151,909 $56.7M 1.85% +2,338 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,203 shares; 2024Q4: 765,633 shares; 2025Q1: 860,955 shares; 2025Q2: 916,820 shares; 2025Q3: 960,923 shares; 2025Q4: 1,061,026 shares; 2026Q1: 1,079,602 shares; 2026Q2: 1,190,369 shares 1,190,369 $55.3M 1.81% +110,767 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: 250,087 shares; 2024Q4: 220,647 shares; 2025Q1: 218,672 shares; 2025Q2: 227,629 shares; 2025Q3: 211,442 shares; 2025Q4: 212,704 shares; 2026Q1: 221,447 shares; 2026Q2: 222,822 shares 222,822 $53.1M 1.74% +1,375 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: 166,669 shares; 2024Q4: 163,453 shares; 2025Q1: 166,022 shares; 2025Q2: 164,758 shares; 2025Q3: 165,569 shares; 2025Q4: 172,371 shares; 2026Q1: 175,920 shares; 2026Q2: 177,723 shares 177,723 $39M 1.27% +1,803 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: 107,992 shares; 2024Q4: 88,949 shares; 2025Q1: 98,242 shares; 2025Q2: 99,139 shares; 2025Q3: 99,721 shares; 2025Q4: 98,690 shares; 2026Q1: 98,133 shares; 2026Q2: 99,960 shares 99,960 $35.7M 1.17% +1,827 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590,507 shares; 2025Q2: 642,744 shares; 2025Q3: 686,977 shares; 2025Q4: 757,637 shares; 2026Q1: 808,072 shares; 2026Q2: 909,879 shares 909,879 $34.1M 1.11% +101,807 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,250 shares; 2024Q4: 49,473 shares; 2025Q1: 53,262 shares; 2025Q2: 49,961 shares; 2025Q3: 43,640 shares; 2025Q4: 40,367 shares; 2026Q1: 45,037 shares; 2026Q2: 51,206 shares 51,206 $33.6M 1.1% +6,169 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,314 shares; 2024Q4: 520,396 shares; 2025Q1: 587,776 shares; 2025Q2: 640,521 shares; 2025Q3: 664,177 shares; 2025Q4: 696,333 shares; 2026Q1: 719,766 shares; 2026Q2: 622,822 shares 622,822 $31.4M 1.03% -96,944 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: 67,972 shares; 2024Q4: 56,171 shares; 2025Q1: 55,673 shares; 2025Q2: 56,347 shares; 2025Q3: 58,523 shares; 2025Q4: 58,494 shares; 2026Q1: 59,758 shares; 2026Q2: 61,173 shares 61,173 $30.6M 1% +1,415 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: 81,293 shares; 2024Q4: 67,509 shares; 2025Q1: 63,118 shares; 2025Q2: 74,403 shares; 2025Q3: 74,809 shares; 2025Q4: 74,159 shares; 2026Q1: 75,566 shares; 2026Q2: 74,614 shares 74,614 $26.4M 0.86% -952 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; 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: 1,198,667 shares; 2026Q2: 1,219,756 shares 1,219,756 $24.6M 0.8% +21,089 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,842 shares; 2024Q4: 182,010 shares; 2025Q1: 207,723 shares; 2025Q2: 204,498 shares; 2025Q3: 205,284 shares; 2025Q4: 229,717 shares; 2026Q1: 241,793 shares; 2026Q2: 247,748 shares 247,748 $24.5M 0.8% +5,955 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: 181,438 shares; 2024Q4: 209,321 shares; 2025Q1: 215,078 shares; 2025Q2: 225,067 shares; 2025Q3: 233,167 shares; 2025Q4: 238,779 shares; 2026Q1: 243,601 shares; 2026Q2: 246,223 shares 246,223 $23.8M 0.78% +2,622 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: 74,666 shares; 2024Q4: 72,331 shares; 2025Q1: 73,663 shares; 2025Q2: 74,287 shares; 2025Q3: 68,693 shares; 2025Q4: 68,880 shares; 2026Q1: 67,826 shares; 2026Q2: 70,498 shares 70,498 $23.1M 0.75% +2,672 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: 73,274 shares; 2024Q4: 72,507 shares; 2025Q1: 73,397 shares; 2025Q2: 72,054 shares; 2025Q3: 72,613 shares; 2025Q4: 73,666 shares; 2026Q1: 80,306 shares; 2026Q2: 105,151 shares 105,151 $22.9M 0.75% +24,845 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: 25,088 shares; 2024Q4: 21,824 shares; 2025Q1: 24,981 shares; 2025Q2: 33,327 shares; 2025Q3: 28,870 shares; 2025Q4: 29,249 shares; 2026Q1: 33,519 shares; 2026Q2: 37,116 shares 37,116 $20.9M 0.68% +3,597 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: 21,702 shares; 2024Q4: 18,095 shares; 2025Q1: 20,719 shares; 2025Q2: 22,044 shares; 2025Q3: 21,609 shares; 2025Q4: 23,039 shares; 2026Q1: 27,061 shares; 2026Q2: 29,290 shares 29,290 $20.1M 0.66% +2,229 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: 86,171 shares; 2024Q4: 76,767 shares; 2025Q1: 78,611 shares; 2025Q2: 84,136 shares; 2025Q3: 64,120 shares; 2025Q4: 54,332 shares; 2026Q1: 52,985 shares; 2026Q2: 51,418 shares 51,418 $19.4M 0.63% -1,567 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: 136,002 shares; 2024Q4: 75,040 shares; 2025Q1: 186,654 shares; 2025Q2: 174,714 shares; 2025Q3: 178,835 shares; 2025Q4: 184,788 shares; 2026Q1: 208,861 shares; 2026Q2: 216,943 shares 216,943 $19.1M 0.62% +8,082 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: 13,424 shares; 2024Q4: 12,424 shares; 2025Q1: 14,949 shares; 2025Q2: 11,857 shares; 2025Q3: 11,951 shares; 2025Q4: 18,619 shares; 2026Q1: 18,780 shares; 2026Q2: 17,536 shares 17,536 $18.7M 0.61% -1,244 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,169 shares; 2024Q4: 120,529 shares; 2025Q1: 124,023 shares; 2025Q2: 128,670 shares; 2025Q3: 130,109 shares; 2025Q4: 340,348 shares; 2026Q1: 358,743 shares; 2026Q2: 353,105 shares 353,105 $17.9M 0.58% -5,638 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: 17,705 shares; 2024Q4: 21,150 shares; 2025Q1: 20,878 shares; 2025Q2: 20,752 shares; 2025Q3: 18,690 shares; 2025Q4: 18,095 shares; 2026Q1: 18,872 shares; 2026Q2: 18,885 shares 18,885 $17.7M 0.58% +13 Timeline PGHY 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: 593,597 shares; 2024Q4: 750,306 shares; 2025Q1: 852,762 shares; 2025Q2: 827,259 shares; 2025Q3: 830,371 shares; 2025Q4: 860,104 shares; 2026Q1: 883,234 shares; 2026Q2: 891,794 shares 891,794 $17.6M 0.57% +8,560 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,827 shares; 2025Q2: 11,984 shares; 2025Q3: 10,525 shares; 2025Q4: 10,412 shares; 2026Q1: 15,594 shares; 2026Q2: 14,587 shares 14,587 $16.8M 0.55% -1,007 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: 15,515 shares; 2024Q4: 34,356 shares; 2025Q1: 32,870 shares; 2025Q2: 33,909 shares; 2025Q3: 34,790 shares; 2025Q4: 34,694 shares; 2026Q1: 33,585 shares; 2026Q2: 32,572 shares 32,572 $16.7M 0.55% -1,013 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,483 shares; 2025Q3: 63,161 shares; 2025Q4: 222,255 shares; 2026Q1: 267,637 shares; 2026Q2: 399,487 shares 399,487 $16.4M 0.54% +131,850 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: 45,809 shares; 2024Q4: 44,653 shares; 2025Q1: 41,798 shares; 2025Q2: 42,643 shares; 2025Q3: 41,930 shares; 2025Q4: 84,150 shares; 2026Q1: 83,582 shares; 2026Q2: 83,110 shares 83,110 $15.8M 0.52% -472 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: 124,369 shares; 2024Q4: 150,069 shares; 2025Q1: 144,350 shares; 2025Q2: 143,641 shares; 2025Q3: 139,391 shares; 2025Q4: 138,531 shares; 2026Q1: 139,802 shares; 2026Q2: 134,295 shares 134,295 $15.2M 0.5% -5,507 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: 31,217 shares; 2024Q4: 41,723 shares; 2025Q1: 39,284 shares; 2025Q2: 39,031 shares; 2025Q3: 38,968 shares; 2025Q4: 38,602 shares; 2026Q1: 41,467 shares; 2026Q2: 42,782 shares 42,782 $14.7M 0.48% +1,315 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: 58,699 shares; 2024Q4: 58,055 shares; 2025Q1: 58,870 shares; 2025Q2: 60,227 shares; 2025Q3: 59,455 shares; 2025Q4: 59,996 shares; 2026Q1: 60,020 shares; 2026Q2: 57,238 shares 57,238 $14.5M 0.48% -2,782 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: 124,567 shares; 2024Q4: 123,254 shares; 2025Q1: 116,553 shares; 2025Q2: 112,386 shares; 2025Q3: 114,382 shares; 2025Q4: 119,044 shares; 2026Q1: 123,551 shares; 2026Q2: 125,775 shares 125,775 $14.2M 0.46% +2,224 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,943 shares; 2024Q4: 138,164 shares; 2025Q1: 154,239 shares; 2025Q2: 166,392 shares; 2025Q3: 173,246 shares; 2025Q4: 153,734 shares; 2026Q1: 132,415 shares; 2026Q2: 139,081 shares 139,081 $14M 0.46% +6,666 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: 98,338 shares; 2024Q4: 98,071 shares; 2025Q1: 97,230 shares; 2025Q2: 105,055 shares; 2025Q3: 106,586 shares; 2025Q4: 111,921 shares; 2026Q1: 118,978 shares; 2026Q2: 118,543 shares 118,543 $13.9M 0.46% -435 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: 29,740 shares; 2024Q4: 29,438 shares; 2025Q1: 32,620 shares; 2025Q2: 35,265 shares; 2025Q3: 33,827 shares; 2025Q4: 35,436 shares; 2026Q1: 35,906 shares; 2026Q2: 32,746 shares 32,746 $13.8M 0.45% -3,160 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: 64,093 shares; 2024Q4: 65,986 shares; 2025Q1: 27,219 shares; 2025Q2: 27,341 shares; 2025Q3: 28,199 shares; 2025Q4: 30,064 shares; 2026Q1: 23,314 shares; 2026Q2: 107,490 shares 107,490 $13.3M 0.44% +84,176 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,721 shares; 2025Q1: 27,120 shares; 2025Q2: 29,700 shares; 2025Q3: 36,947 shares; 2025Q4: 40,795 shares; 2026Q1: 43,452 shares; 2026Q2: 43,734 shares 43,734 $13.3M 0.43% +282 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: 24,648 shares; 2024Q4: 21,949 shares; 2025Q1: 19,615 shares; 2025Q2: 18,605 shares; 2025Q3: 22,334 shares; 2025Q4: 22,636 shares; 2026Q1: 23,169 shares; 2026Q2: 22,512 shares 22,512 $13.1M 0.43% -657 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: 250,931 shares; 2024Q4: 247,009 shares; 2025Q1: 244,733 shares; 2025Q2: 243,523 shares; 2025Q3: 239,216 shares; 2025Q4: 237,223 shares; 2026Q1: 238,397 shares; 2026Q2: 226,850 shares 226,850 $12.9M 0.42% -11,547 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,314 shares; 2024Q4: 358,631 shares; 2025Q1: 400,899 shares; 2025Q2: 412,043 shares; 2025Q3: 436,196 shares; 2025Q4: 433,625 shares; 2026Q1: 394,534 shares; 2026Q2: 425,647 shares 425,647 $12.3M 0.4% +31,113 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: 80,234 shares; 2024Q4: 80,436 shares; 2025Q1: 75,142 shares; 2025Q2: 79,699 shares; 2025Q3: 73,374 shares; 2025Q4: 75,967 shares; 2026Q1: 74,297 shares; 2026Q2: 73,222 shares 73,222 $12.1M 0.4% -1,075 Timeline DFAU 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: 331,675 shares; 2024Q4: 136,836 shares; 2025Q1: 139,781 shares; 2025Q2: 151,782 shares; 2025Q3: 183,655 shares; 2025Q4: 213,065 shares; 2026Q1: 227,626 shares; 2026Q2: 232,961 shares 232,961 $12M 0.39% +5,335 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: 140,109 shares; 2024Q4: 142,853 shares; 2025Q1: 155,387 shares; 2025Q2: 154,506 shares; 2025Q3: 141,918 shares; 2025Q4: 146,613 shares; 2026Q1: 144,827 shares; 2026Q2: 143,510 shares 143,510 $11.7M 0.38% -1,317 Timeline DFUS 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: 317,313 shares; 2024Q4: 136,139 shares; 2025Q1: 137,174 shares; 2025Q2: 135,915 shares; 2025Q3: 139,974 shares; 2025Q4: 140,529 shares; 2026Q1: 139,563 shares; 2026Q2: 139,412 shares 139,412 $11.4M 0.37% -151 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: 109,658 shares; 2024Q4: 130,531 shares; 2025Q1: 130,621 shares; 2025Q2: 135,442 shares; 2025Q3: 135,584 shares; 2025Q4: 141,918 shares; 2026Q1: 137,669 shares; 2026Q2: 137,183 shares 137,183 $11.4M 0.37% -486 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: 57,826 shares; 2024Q4: 58,572 shares; 2025Q1: 63,551 shares; 2025Q2: 61,941 shares; 2025Q3: 53,225 shares; 2025Q4: 47,464 shares; 2026Q1: 44,813 shares; 2026Q2: 44,316 shares 44,316 $11.2M 0.36% -497 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: 31,085 shares; 2024Q4: 31,726 shares; 2025Q1: 40,585 shares; 2025Q2: 40,166 shares; 2025Q3: 35,232 shares; 2025Q4: 36,587 shares; 2026Q1: 37,437 shares; 2026Q2: 39,076 shares 39,076 $11M 0.36% +1,639 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,351 shares; 2024Q4: 115,134 shares; 2025Q1: 129,826 shares; 2025Q2: 120,996 shares; 2025Q3: 148,770 shares; 2025Q4: 139,132 shares; 2026Q1: 105,124 shares; 2026Q2: 200,394 shares 200,394 $10.7M 0.35% +95,270 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: 41,514 shares; 2024Q4: 36,442 shares; 2025Q1: 31,844 shares; 2025Q2: 33,691 shares; 2025Q3: 37,294 shares; 2025Q4: 36,219 shares; 2026Q1: 34,761 shares; 2026Q2: 123,734 shares 123,734 $10.7M 0.35% +88,973 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,759 shares; 2025Q1: 18,436 shares; 2025Q2: 17,116 shares; 2025Q3: 19,419 shares; 2025Q4: 21,507 shares; 2026Q1: 24,703 shares; 2026Q2: 24,219 shares 24,219 $10.4M 0.34% -484 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: 38,811 shares; 2024Q4: 45,559 shares; 2025Q1: 44,139 shares; 2025Q2: 43,941 shares; 2025Q3: 38,609 shares; 2025Q4: 34,316 shares; 2026Q1: 33,148 shares; 2026Q2: 34,238 shares 34,238 $10.3M 0.34% +1,090 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: 26,003 shares; 2024Q4: 23,507 shares; 2025Q1: 28,955 shares; 2025Q2: 28,503 shares; 2025Q3: 28,822 shares; 2025Q4: 29,377 shares; 2026Q1: 29,828 shares; 2026Q2: 124,472 shares 124,472 $10M 0.33% +94,644 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,785 shares; 2024Q4: not reported; 2025Q1: 10,755 shares; 2025Q2: 16,419 shares; 2025Q3: 15,752 shares; 2025Q4: 16,011 shares; 2026Q1: 15,275 shares; 2026Q2: 15,471 shares 15,471 $9.91M 0.32% +196 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,413 shares; 2024Q4: 148,714 shares; 2025Q1: 175,698 shares; 2025Q2: 172,004 shares; 2025Q3: 175,032 shares; 2025Q4: 182,747 shares; 2026Q1: 189,583 shares; 2026Q2: 192,761 shares 192,761 $9.89M 0.32% +3,178 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: 249,148 shares; 2024Q4: 20,187 shares; 2025Q1: 19,424 shares; 2025Q2: 19,858 shares; 2025Q3: 20,427 shares; 2025Q4: 20,442 shares; 2026Q1: 23,699 shares; 2026Q2: 26,455 shares 26,455 $9.79M 0.32% +2,756 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,029 shares; 2025Q3: 20,730 shares; 2025Q4: 32,775 shares; 2026Q1: 47,966 shares; 2026Q2: 93,745 shares 93,745 $9.67M 0.32% +45,779 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: 69,830 shares; 2024Q4: 64,414 shares; 2025Q1: 72,175 shares; 2025Q2: 77,879 shares; 2025Q3: 68,997 shares; 2025Q4: 72,363 shares; 2026Q1: 74,549 shares; 2026Q2: 75,015 shares 75,015 $9.64M 0.31% +466 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: 18,845 shares; 2024Q4: 20,435 shares; 2025Q1: 21,703 shares; 2025Q2: 21,707 shares; 2025Q3: 18,797 shares; 2025Q4: 19,686 shares; 2026Q1: 20,069 shares; 2026Q2: 20,143 shares 20,143 $9.62M 0.31% +74 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: not reported; 2024Q4: 12,397 shares; 2025Q1: 14,585 shares; 2025Q2: 82,114 shares; 2025Q3: 82,449 shares; 2025Q4: 79,877 shares; 2026Q1: 61,275 shares; 2026Q2: 67,547 shares 67,547 $9.58M 0.31% +6,272 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: 107,237 shares; 2024Q4: 106,917 shares; 2025Q1: 110,989 shares; 2025Q2: 112,009 shares; 2025Q3: 106,040 shares; 2025Q4: 105,799 shares; 2026Q1: 103,559 shares; 2026Q2: 98,759 shares 98,759 $9.53M 0.31% -4,800 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: 31,390 shares; 2024Q4: 38,848 shares; 2025Q1: 31,604 shares; 2025Q2: 32,057 shares; 2025Q3: 33,370 shares; 2025Q4: 35,582 shares; 2026Q1: 32,595 shares; 2026Q2: 38,915 shares 38,915 $9.43M 0.31% +6,320 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,241 shares; 2024Q4: 91,059 shares; 2025Q1: 91,881 shares; 2025Q2: 108,266 shares; 2025Q3: 102,019 shares; 2025Q4: 104,061 shares; 2026Q1: 107,147 shares; 2026Q2: 107,832 shares 107,832 $9.37M 0.31% +685 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,865 shares; 2026Q1: 148,563 shares; 2026Q2: 185,411 shares 185,411 $9.29M 0.3% +36,848 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: 11,074 shares; 2024Q4: 29,236 shares; 2025Q1: 39,824 shares; 2025Q2: 44,746 shares; 2025Q3: 48,174 shares; 2025Q4: 51,967 shares; 2026Q1: 54,510 shares; 2026Q2: 71,823 shares 71,823 $9.18M 0.3% +17,313 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: 11,793 shares; 2024Q4: not reported; 2025Q1: 6,787 shares; 2025Q2: 6,395 shares; 2025Q3: 6,371 shares; 2025Q4: 6,370 shares; 2026Q1: 6,896 shares; 2026Q2: 7,621 shares 7,621 $9.14M 0.3% +725 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: 23,079 shares; 2024Q4: 55,910 shares; 2025Q1: 62,090 shares; 2025Q2: 77,426 shares; 2025Q3: 79,472 shares; 2025Q4: 72,497 shares; 2026Q1: 76,683 shares; 2026Q2: 77,499 shares 77,499 $9.04M 0.3% +816 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: 93,191 shares; 2024Q4: 91,929 shares; 2025Q1: 89,096 shares; 2025Q2: 90,736 shares; 2025Q3: 93,492 shares; 2025Q4: 90,709 shares; 2026Q1: 87,853 shares; 2026Q2: 86,446 shares 86,446 $8.83M 0.29% -1,407 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: 39,115 shares; 2024Q4: 36,126 shares; 2025Q1: 56,166 shares; 2025Q2: 56,856 shares; 2025Q3: 57,100 shares; 2025Q4: 72,875 shares; 2026Q1: 110,773 shares; 2026Q2: 120,770 shares 120,770 $8.71M 0.28% +9,997 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: 22,331 shares; 2024Q4: 20,110 shares; 2025Q1: 22,323 shares; 2025Q2: 21,235 shares; 2025Q3: 30,854 shares; 2025Q4: 30,796 shares; 2026Q1: 40,467 shares; 2026Q2: 40,917 shares 40,917 $8.55M 0.28% +450 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: 19,148 shares; 2025Q1: 20,047 shares; 2025Q2: 20,273 shares; 2025Q3: 19,460 shares; 2025Q4: 19,364 shares; 2026Q1: 19,790 shares; 2026Q2: 19,705 shares 19,705 $8.54M 0.28% -85 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: 122,178 shares; 2024Q4: 111,945 shares; 2025Q1: 111,189 shares; 2025Q2: 110,493 shares; 2025Q3: 108,349 shares; 2025Q4: 106,115 shares; 2026Q1: 103,235 shares; 2026Q2: 103,291 shares 103,291 $8.54M 0.28% +56 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,162 shares; 2024Q4: 17,902 shares; 2025Q1: 17,526 shares; 2025Q2: 17,663 shares; 2025Q3: 17,484 shares; 2025Q4: 17,917 shares; 2026Q1: 16,857 shares; 2026Q2: 16,278 shares 16,278 $8.5M 0.28% -579 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: 66,413 shares; 2024Q4: 66,629 shares; 2025Q1: 74,271 shares; 2025Q2: 80,509 shares; 2025Q3: 80,677 shares; 2025Q4: 82,666 shares; 2026Q1: 77,663 shares; 2026Q2: 79,005 shares 79,005 $8.49M 0.28% +1,342 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: 43,890 shares; 2024Q4: 46,661 shares; 2025Q1: 55,184 shares; 2025Q2: 55,068 shares; 2025Q3: 50,492 shares; 2025Q4: 48,051 shares; 2026Q1: 46,505 shares; 2026Q2: 45,258 shares 45,258 $7.98M 0.26% -1,247 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: 41,304 shares; 2024Q4: 45,584 shares; 2025Q1: 49,135 shares; 2025Q2: 46,757 shares; 2025Q3: 44,751 shares; 2025Q4: 44,619 shares; 2026Q1: 44,281 shares; 2026Q2: 43,246 shares 43,246 $7.82M 0.26% -1,035 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: 44,754 shares; 2024Q4: 47,744 shares; 2025Q1: 4,151 shares; 2025Q2: 8,157 shares; 2025Q3: 7,851 shares; 2025Q4: 8,076 shares; 2026Q1: 50,516 shares; 2026Q2: 47,350 shares 47,350 $7.79M 0.25% -3,166 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628,009 shares; 2024Q4: 660,122 shares; 2025Q1: 661,231 shares; 2025Q2: 661,541 shares; 2025Q3: 659,351 shares; 2025Q4: 654,542 shares; 2026Q1: 712,301 shares; 2026Q2: 761,468 shares 761,468 $7.78M 0.25% +49,167 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: 76,654 shares; 2024Q4: 77,390 shares; 2025Q1: 83,130 shares; 2025Q2: 87,326 shares; 2025Q3: 96,315 shares; 2025Q4: 97,691 shares; 2026Q1: 87,155 shares; 2026Q2: 92,688 shares 92,688 $7.66M 0.25% +5,533 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: 31,854 shares; 2024Q4: 31,252 shares; 2025Q1: 29,187 shares; 2025Q2: 30,484 shares; 2025Q3: 33,050 shares; 2025Q4: 33,771 shares; 2026Q1: 32,940 shares; 2026Q2: 32,128 shares 32,128 $7.6M 0.25% -812 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,405 shares; 2025Q3: 35,177 shares; 2025Q4: 43,011 shares; 2026Q1: 60,559 shares; 2026Q2: 111,005 shares 111,005 $7.58M 0.25% +50,446 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: 33,909 shares; 2024Q4: 41,472 shares; 2025Q1: 39,088 shares; 2025Q2: 39,075 shares; 2025Q3: 41,560 shares; 2025Q4: 71,050 shares; 2026Q1: 67,311 shares; 2026Q2: 72,732 shares 72,732 $7.56M 0.25% +5,421 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: 86,104 shares; 2024Q4: 99,127 shares; 2025Q1: 91,361 shares; 2025Q2: 84,312 shares; 2025Q3: 88,319 shares; 2025Q4: 100,332 shares; 2026Q1: 102,717 shares; 2026Q2: 102,811 shares 102,811 $7.55M 0.25% +94 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,353 shares; 2025Q3: 70,587 shares; 2025Q4: 83,708 shares; 2026Q1: 101,544 shares; 2026Q2: 104,857 shares 104,857 $7.5M 0.24% +3,313 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: 77,239 shares; 2024Q4: 57,641 shares; 2025Q1: 58,796 shares; 2025Q2: 51,054 shares; 2025Q3: 50,196 shares; 2025Q4: 50,652 shares; 2026Q1: 51,804 shares; 2026Q2: 49,770 shares 49,770 $7.38M 0.24% -2,034 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,648 shares; 2025Q3: 22,892 shares; 2025Q4: 24,338 shares; 2026Q1: 55,538 shares; 2026Q2: 96,854 shares 96,854 $7.28M 0.24% +41,316 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,234 shares; 2024Q4: 347,104 shares; 2025Q1: 334,115 shares; 2025Q2: 331,290 shares; 2025Q3: 349,380 shares; 2025Q4: 363,039 shares; 2026Q1: 374,743 shares; 2026Q2: 378,389 shares 378,389 $7.23M 0.24% +3,646 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: 158,494 shares; 2024Q4: 128,291 shares; 2025Q1: 127,151 shares; 2025Q2: 174,132 shares; 2025Q3: 154,444 shares; 2025Q4: 174,004 shares; 2026Q1: 167,005 shares; 2026Q2: 170,572 shares 170,572 $7.22M 0.24% +3,567 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: 44,117 shares; 2024Q4: 49,595 shares; 2025Q1: 51,096 shares; 2025Q2: 53,282 shares; 2025Q3: 54,497 shares; 2025Q4: 56,448 shares; 2026Q1: 56,601 shares; 2026Q2: 52,487 shares 52,487 $7.17M 0.23% -4,114 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: 96,753 shares; 2024Q4: 98,194 shares; 2025Q1: 99,940 shares; 2025Q2: 100,324 shares; 2025Q3: 99,461 shares; 2025Q4: 100,005 shares; 2026Q1: 98,059 shares; 2026Q2: 97,813 shares 97,813 $7.04M 0.23% -246 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: 30,651 shares; 2024Q4: 28,413 shares; 2025Q1: 29,579 shares; 2025Q2: 29,638 shares; 2025Q3: 29,144 shares; 2025Q4: 30,878 shares; 2026Q1: 31,755 shares; 2026Q2: 32,447 shares 32,447 $7.02M 0.23% +692 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: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,724 shares; 2025Q3: 2,983 shares; 2025Q4: 4,085 shares; 2026Q1: 2,758 shares; 2026Q2: 23,257 shares 23,257 $7.02M 0.23% +20,499 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,346 shares; 2024Q4: 28,189 shares; 2025Q1: 29,978 shares; 2025Q2: 31,197 shares; 2025Q3: 31,522 shares; 2025Q4: 38,261 shares; 2026Q1: 38,260 shares; 2026Q2: 39,094 shares 39,094 $6.98M 0.23% +834 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: 10,650 shares; 2024Q4: not reported; 2025Q1: 10,529 shares; 2025Q2: 13,206 shares; 2025Q3: 12,355 shares; 2025Q4: 12,038 shares; 2026Q1: 11,935 shares; 2026Q2: 9,549 shares 9,549 $6.9M 0.23% -2,386 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: 1,144,870 shares; 2024Q4: 159,902 shares; 2025Q1: 161,276 shares; 2025Q2: 159,276 shares; 2025Q3: 159,276 shares; 2025Q4: 156,910 shares; 2026Q1: 157,238 shares; 2026Q2: 153,627 shares 153,627 $6.81M 0.22% -3,611 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: 40,379 shares; 2024Q4: 45,117 shares; 2025Q1: 46,275 shares; 2025Q2: 46,438 shares; 2025Q3: 46,323 shares; 2025Q4: 46,780 shares; 2026Q1: 46,950 shares; 2026Q2: 49,405 shares 49,405 $6.79M 0.22% +2,455 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: 191,788 shares; 2024Q4: 218,876 shares; 2025Q1: 219,377 shares; 2025Q2: 201,779 shares; 2025Q3: 207,028 shares; 2025Q4: 204,583 shares; 2026Q1: 154,152 shares; 2026Q2: 89,851 shares 89,851 $6.78M 0.22% -64,301 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: 23,203 shares; 2024Q4: 23,855 shares; 2025Q1: 24,083 shares; 2025Q2: 23,164 shares; 2025Q3: 23,581 shares; 2025Q4: 23,688 shares; 2026Q1: 24,196 shares; 2026Q2: 25,071 shares 25,071 $6.78M 0.22% +875 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,641 shares; 2024Q4: 51,318 shares; 2025Q1: 45,835 shares; 2025Q2: 45,898 shares; 2025Q3: 76,683 shares; 2025Q4: 85,387 shares; 2026Q1: 62,379 shares; 2026Q2: 63,504 shares 63,504 $6.66M 0.22% +1,125 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: 41,620 shares; 2024Q4: 40,436 shares; 2025Q1: 40,022 shares; 2025Q2: 38,830 shares; 2025Q3: 37,853 shares; 2025Q4: 38,921 shares; 2026Q1: 39,843 shares; 2026Q2: 40,990 shares 40,990 $6.64M 0.22% +1,147 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: 15,819 shares; 2024Q4: 13,517 shares; 2025Q1: 13,816 shares; 2025Q2: 17,281 shares; 2025Q3: 18,320 shares; 2025Q4: 20,156 shares; 2026Q1: 19,875 shares; 2026Q2: 18,331 shares 18,331 $6.47M 0.21% -1,544 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,578 shares; 2025Q2: 3,383 shares; 2025Q3: 3,411 shares; 2025Q4: 4,375 shares; 2026Q1: 22,497 shares; 2026Q2: 21,948 shares 21,948 $6.43M 0.21% -549 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: 22,348 shares; 2025Q1: 20,422 shares; 2025Q2: 20,393 shares; 2025Q3: 19,685 shares; 2025Q4: 18,243 shares; 2026Q1: 22,919 shares; 2026Q2: 21,559 shares 21,559 $6.42M 0.21% -1,360 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: 123,040 shares; 2024Q4: 123,248 shares; 2025Q1: 122,597 shares; 2025Q2: 124,869 shares; 2025Q3: 138,012 shares; 2025Q4: 147,164 shares; 2026Q1: 150,898 shares; 2026Q2: 151,589 shares 151,589 $6.4M 0.21% +691 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,401 shares; 2024Q4: 52,916 shares; 2025Q1: 51,015 shares; 2025Q2: 74,449 shares; 2025Q3: 71,476 shares; 2025Q4: 76,793 shares; 2026Q1: 74,730 shares; 2026Q2: 73,594 shares 73,594 $6.36M 0.21% -1,136 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: not reported; 2025Q3: not reported; 2025Q4: 44,096 shares; 2026Q1: 82,992 shares; 2026Q2: 119,139 shares 119,139 $6.29M 0.21% +36,147 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,621 shares; 2025Q2: 6,225 shares; 2025Q3: 5,843 shares; 2025Q4: 6,038 shares; 2026Q1: 6,328 shares; 2026Q2: 6,214 shares 6,214 $6.28M 0.21% -114 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: 68,717 shares; 2024Q4: 70,259 shares; 2025Q1: 71,202 shares; 2025Q2: 71,413 shares; 2025Q3: 69,659 shares; 2025Q4: 90,790 shares; 2026Q1: 93,202 shares; 2026Q2: 89,015 shares 89,015 $6.09M 0.2% -4,187 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: 137,980 shares; 2024Q4: 139,874 shares; 2025Q1: 137,255 shares; 2025Q2: 141,703 shares; 2025Q3: 147,555 shares; 2025Q4: 158,354 shares; 2026Q1: 160,347 shares; 2026Q2: 163,320 shares 163,320 $6.09M 0.2% +2,973 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,119 shares; 2024Q4: 13,356 shares; 2025Q1: 13,988 shares; 2025Q2: 12,640 shares; 2025Q3: 12,667 shares; 2025Q4: 13,544 shares; 2026Q1: 14,031 shares; 2026Q2: 13,867 shares 13,867 $5.91M 0.19% -164 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,981 shares; 2025Q2: 9,533 shares; 2025Q3: 11,791 shares; 2025Q4: 13,820 shares; 2026Q1: 14,584 shares; 2026Q2: 17,189 shares 17,189 $5.89M 0.19% +2,605 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,672 shares; 2025Q1: 10,838 shares; 2025Q2: 10,144 shares; 2025Q3: 25,150 shares; 2025Q4: 30,288 shares; 2026Q1: 31,136 shares; 2026Q2: 33,232 shares 33,232 $5.87M 0.19% +2,096 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: 285,055 shares; 2024Q4: 296,413 shares; 2025Q1: 330,885 shares; 2025Q2: 290,553 shares; 2025Q3: 294,350 shares; 2025Q4: 319,009 shares; 2026Q1: 403,471 shares; 2026Q2: 415,366 shares 415,366 $5.77M 0.19% +11,895 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,232 shares; 2025Q2: 2,679 shares; 2025Q3: 2,795 shares; 2025Q4: 2,727 shares; 2026Q1: 4,371 shares; 2026Q2: 4,884 shares 4,884 $5.74M 0.19% +513 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,383 shares; 2024Q4: 102,800 shares; 2025Q1: 97,248 shares; 2025Q2: 116,752 shares; 2025Q3: 117,514 shares; 2025Q4: 124,538 shares; 2026Q1: 116,213 shares; 2026Q2: 112,829 shares 112,829 $5.71M 0.19% -3,384 Timeline LEXI LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,300 shares; 2024Q4: 139,300 shares; 2025Q1: 139,300 shares; 2025Q2: 139,300 shares; 2025Q3: 139,300 shares; 2025Q4: 139,300 shares; 2026Q1: 139,300 shares; 2026Q2: 139,300 shares 139,300 $5.66M 0.19% 0 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: 30,852 shares; 2024Q4: 28,842 shares; 2025Q1: 31,210 shares; 2025Q2: 31,184 shares; 2025Q3: 32,744 shares; 2025Q4: 36,798 shares; 2026Q1: 39,088 shares; 2026Q2: 38,164 shares 38,164 $5.6M 0.18% -924 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,355 shares; 2025Q1: 78,204 shares; 2025Q2: 90,820 shares; 2025Q3: 91,789 shares; 2025Q4: 91,339 shares; 2026Q1: 103,260 shares; 2026Q2: 116,092 shares 116,092 $5.54M 0.18% +12,832 Timeline RWEM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,498 shares; 2025Q3: 48,925 shares; 2025Q4: 66,979 shares; 2026Q1: 87,760 shares; 2026Q2: 150,908 shares 150,908 $5.49M 0.18% +63,148 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,293 shares; 2025Q1: 20,044 shares; 2025Q2: 20,658 shares; 2025Q3: 12,537 shares; 2025Q4: 13,200 shares; 2026Q1: 15,723 shares; 2026Q2: 16,080 shares 16,080 $5.48M 0.18% +357 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: 49,460 shares; 2024Q4: 33,913 shares; 2025Q1: 37,363 shares; 2025Q2: 34,605 shares; 2025Q3: 32,871 shares; 2025Q4: 33,080 shares; 2026Q1: 33,359 shares; 2026Q2: 29,408 shares 29,408 $5.43M 0.18% -3,951 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: 29,389 shares; 2024Q4: 32,018 shares; 2025Q1: 32,935 shares; 2025Q2: 35,441 shares; 2025Q3: 38,990 shares; 2025Q4: 41,144 shares; 2026Q1: 41,847 shares; 2026Q2: 39,691 shares 39,691 $5.37M 0.18% -2,156 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,773 shares; 2025Q2: 11,397 shares; 2025Q3: 11,467 shares; 2025Q4: 11,762 shares; 2026Q1: 10,363 shares; 2026Q2: 20,445 shares 20,445 $5.32M 0.17% +10,082 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,638 shares; 2024Q4: 11,643 shares; 2025Q1: 12,479 shares; 2025Q2: 12,489 shares; 2025Q3: 12,488 shares; 2025Q4: 12,490 shares; 2026Q1: 12,480 shares; 2026Q2: 12,514 shares 12,514 $5.32M 0.17% +34 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,430 shares; 2025Q4: 226,164 shares; 2026Q1: 230,722 shares; 2026Q2: 154,189 shares 154,189 $5.26M 0.17% -76,533 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,489 shares; 2024Q4: 23,082 shares; 2025Q1: 24,728 shares; 2025Q2: 33,354 shares; 2025Q3: 33,366 shares; 2025Q4: 56,919 shares; 2026Q1: 104,600 shares; 2026Q2: 122,009 shares 122,009 $5.2M 0.17% +17,409 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,086 shares; 2024Q4: 181,921 shares; 2025Q1: 185,713 shares; 2025Q2: 182,893 shares; 2025Q3: 191,778 shares; 2025Q4: 205,191 shares; 2026Q1: 211,829 shares; 2026Q2: 209,385 shares 209,385 $5.07M 0.17% -2,444 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,948 shares; 2025Q3: 20,903 shares; 2025Q4: 51,172 shares; 2026Q1: 62,936 shares; 2026Q2: 109,656 shares 109,656 $5.03M 0.16% +46,720 Timeline SJNK 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: 57,254 shares; 2024Q4: 72,726 shares; 2025Q1: 82,090 shares; 2025Q2: 79,495 shares; 2025Q3: 154,089 shares; 2025Q4: 172,216 shares; 2026Q1: 171,647 shares; 2026Q2: 199,772 shares 199,772 $5M 0.16% +28,125 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC 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: 478,208 shares; 2026Q1: 493,437 shares; 2026Q2: 511,387 shares 511,387 $5M 0.16% +17,950 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,704 shares; 2025Q2: 6,350 shares; 2025Q3: 6,183 shares; 2025Q4: 6,837 shares; 2026Q1: 12,987 shares; 2026Q2: 13,158 shares 13,158 $4.92M 0.16% +171 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: 72,243 shares; 2024Q4: 85,260 shares; 2025Q1: 105,790 shares; 2025Q2: 101,303 shares; 2025Q3: 93,792 shares; 2025Q4: 99,965 shares; 2026Q1: 127,959 shares; 2026Q2: 153,465 shares 153,465 $4.87M 0.16% +25,506 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: 11,110 shares; 2024Q4: 11,469 shares; 2025Q1: 10,467 shares; 2025Q2: 12,023 shares; 2025Q3: 8,467 shares; 2025Q4: 62,620 shares; 2026Q1: 67,666 shares; 2026Q2: 67,523 shares 67,523 $4.82M 0.16% -143 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,417 shares; 2025Q1: 127,743 shares; 2025Q2: 128,511 shares; 2025Q3: 165,786 shares; 2025Q4: 191,046 shares; 2026Q1: 192,098 shares; 2026Q2: 162,407 shares 162,407 $4.78M 0.16% -29,691 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,853 shares; 2024Q4: 34,879 shares; 2025Q1: 35,958 shares; 2025Q2: 34,032 shares; 2025Q3: 33,947 shares; 2025Q4: 33,196 shares; 2026Q1: 33,119 shares; 2026Q2: 30,090 shares 30,090 $4.77M 0.16% -3,029 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,724 shares 54,724 $4.74M 0.15% new 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: 81,018 shares; 2024Q4: 49,921 shares; 2025Q1: 53,667 shares; 2025Q2: 55,930 shares; 2025Q3: 55,477 shares; 2025Q4: 51,276 shares; 2026Q1: 40,069 shares; 2026Q2: 33,834 shares 33,834 $4.72M 0.15% -6,235 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,285 shares; 2025Q2: 11,752 shares; 2025Q3: 10,604 shares; 2025Q4: 12,006 shares; 2026Q1: 13,797 shares; 2026Q2: 13,952 shares 13,952 $4.72M 0.15% +155 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: 137,860 shares; 2025Q1: 146,345 shares; 2025Q2: 146,325 shares; 2025Q3: 161,855 shares; 2025Q4: 174,655 shares; 2026Q1: 181,445 shares; 2026Q2: 182,120 shares 182,120 $4.6M 0.15% +675 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 6,310 shares; 2025Q3: 6,851 shares; 2025Q4: 7,269 shares; 2026Q1: 7,558 shares; 2026Q2: 8,133 shares 8,133 $4.56M 0.15% +575 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,139 shares; 2024Q4: 17,665 shares; 2025Q1: 17,036 shares; 2025Q2: 15,843 shares; 2025Q3: 15,687 shares; 2025Q4: 15,615 shares; 2026Q1: 13,851 shares; 2026Q2: 13,582 shares 13,582 $4.55M 0.15% -269 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: 140,014 shares; 2024Q4: 103,730 shares; 2025Q1: 104,496 shares; 2025Q2: 104,688 shares; 2025Q3: 103,515 shares; 2025Q4: 70,606 shares; 2026Q1: 80,791 shares; 2026Q2: 80,304 shares 80,304 $4.54M 0.15% -487 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,768 shares; 2024Q4: 157,352 shares; 2025Q1: 166,924 shares; 2025Q2: 165,435 shares; 2025Q3: 176,362 shares; 2025Q4: 183,153 shares; 2026Q1: 186,057 shares; 2026Q2: 186,041 shares 186,041 $4.51M 0.15% -16 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: 175,778 shares; 2024Q4: 180,359 shares; 2025Q1: 178,056 shares; 2025Q2: 197,334 shares; 2025Q3: 181,423 shares; 2025Q4: 187,170 shares; 2026Q1: 178,950 shares; 2026Q2: 185,807 shares 185,807 $4.47M 0.15% +6,857 Timeline IBDU 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: 145,652 shares; 2025Q1: 152,255 shares; 2025Q2: 158,931 shares; 2025Q3: 174,299 shares; 2025Q4: 187,194 shares; 2026Q1: 193,237 shares; 2026Q2: 193,159 shares 193,159 $4.47M 0.15% -78 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: 22,363 shares; 2024Q4: 17,359 shares; 2025Q1: 15,665 shares; 2025Q2: 21,255 shares; 2025Q3: 19,932 shares; 2025Q4: 20,594 shares; 2026Q1: 23,063 shares; 2026Q2: 23,282 shares 23,282 $4.42M 0.14% +219 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: 27,487 shares; 2024Q4: 27,885 shares; 2025Q1: 27,920 shares; 2025Q2: 27,645 shares; 2025Q3: 27,699 shares; 2025Q4: 27,599 shares; 2026Q1: 27,228 shares; 2026Q2: 26,940 shares 26,940 $4.41M 0.14% -288 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,394 shares; 2025Q2: 84,000 shares; 2025Q3: 87,716 shares; 2025Q4: 89,511 shares; 2026Q1: 90,391 shares; 2026Q2: 91,654 shares 91,654 $4.34M 0.14% +1,263 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: 40,468 shares; 2024Q4: 25,282 shares; 2025Q1: 27,667 shares; 2025Q2: 28,276 shares; 2025Q3: 28,536 shares; 2025Q4: 28,619 shares; 2026Q1: 29,483 shares; 2026Q2: 27,456 shares 27,456 $4.34M 0.14% -2,027 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,969 shares; 2025Q3: 56,484 shares; 2025Q4: 56,431 shares; 2026Q1: 56,417 shares; 2026Q2: 56,886 shares 56,886 $4.31M 0.14% +469 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: 39,779 shares; 2024Q4: 52,542 shares; 2025Q1: 46,604 shares; 2025Q2: 46,693 shares; 2025Q3: 48,018 shares; 2025Q4: 50,022 shares; 2026Q1: 51,003 shares; 2026Q2: 60,387 shares 60,387 $4.3M 0.14% +9,384 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,200 shares; 2025Q4: 64,046 shares; 2026Q1: 73,233 shares; 2026Q2: 85,383 shares 85,383 $4.3M 0.14% +12,150 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,623 shares; 2025Q2: 5,503 shares; 2025Q3: 5,086 shares; 2025Q4: 5,282 shares; 2026Q1: 5,503 shares; 2026Q2: 5,628 shares 5,628 $4.29M 0.14% +125 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,216 shares; 2024Q4: 34,038 shares; 2025Q1: 34,655 shares; 2025Q2: 34,778 shares; 2025Q3: 35,518 shares; 2025Q4: 36,582 shares; 2026Q1: 37,658 shares; 2026Q2: 39,338 shares 39,338 $4.29M 0.14% +1,680 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: not reported; 2024Q4: 15,167 shares; 2025Q1: 15,245 shares; 2025Q2: 16,193 shares; 2025Q3: 16,617 shares; 2025Q4: 17,519 shares; 2026Q1: 18,479 shares; 2026Q2: 18,862 shares 18,862 $4.28M 0.14% +383 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: 88,176 shares; 2024Q4: 89,147 shares; 2025Q1: 88,803 shares; 2025Q2: 91,006 shares; 2025Q3: 97,395 shares; 2025Q4: 103,025 shares; 2026Q1: 103,570 shares; 2026Q2: 104,168 shares 104,168 $4.23M 0.14% +598 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,698 shares; 2024Q4: 37,253 shares; 2025Q1: 31,325 shares; 2025Q2: 32,108 shares; 2025Q3: 41,773 shares; 2025Q4: 43,508 shares; 2026Q1: 44,563 shares; 2026Q2: 68,290 shares 68,290 $4.23M 0.14% +23,727 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: 245,090 shares; 2024Q4: 256,583 shares; 2025Q1: 244,077 shares; 2025Q2: 246,540 shares; 2025Q3: 229,695 shares; 2025Q4: 227,760 shares; 2026Q1: 191,320 shares; 2026Q2: 202,002 shares 202,002 $4.18M 0.14% +10,682 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,924 shares; 2025Q2: 149,931 shares; 2025Q3: 152,280 shares; 2025Q4: 155,101 shares; 2026Q1: 156,036 shares; 2026Q2: 158,003 shares 158,003 $4.17M 0.14% +1,967 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: 287,262 shares; 2024Q4: 188,589 shares; 2025Q1: 186,309 shares; 2025Q2: 172,012 shares; 2025Q3: 168,224 shares; 2025Q4: 167,774 shares; 2026Q1: 178,635 shares; 2026Q2: 183,128 shares 183,128 $4.17M 0.14% +4,493 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,577 shares; 2024Q4: 97,690 shares; 2025Q1: 86,802 shares; 2025Q2: 171,728 shares; 2025Q3: 253,530 shares; 2025Q4: 236,354 shares; 2026Q1: 147,956 shares; 2026Q2: 77,748 shares 77,748 $4.16M 0.14% -70,208 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,676 shares; 2024Q4: 23,803 shares; 2025Q1: 24,556 shares; 2025Q2: 24,063 shares; 2025Q3: 24,273 shares; 2025Q4: 24,756 shares; 2026Q1: 24,843 shares; 2026Q2: 22,073 shares 22,073 $4.09M 0.13% -2,770 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,886 shares; 2024Q4: not reported; 2025Q1: 7,636 shares; 2025Q2: 8,223 shares; 2025Q3: 8,327 shares; 2025Q4: 8,279 shares; 2026Q1: 9,011 shares; 2026Q2: 16,624 shares 16,624 $4.03M 0.13% +7,613 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: 52,436 shares; 2024Q4: 53,146 shares; 2025Q1: 53,891 shares; 2025Q2: 53,650 shares; 2025Q3: 49,582 shares; 2025Q4: 49,809 shares; 2026Q1: 49,423 shares; 2026Q2: 47,483 shares 47,483 $4.02M 0.13% -1,940 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: 60,609 shares; 2024Q4: 53,780 shares; 2025Q1: 57,105 shares; 2025Q2: 52,974 shares; 2025Q3: 52,219 shares; 2025Q4: 48,562 shares; 2026Q1: 44,344 shares; 2026Q2: 41,632 shares 41,632 $4.01M 0.13% -2,712 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: 49,733 shares; 2024Q4: 114,536 shares; 2025Q1: 114,417 shares; 2025Q2: 113,353 shares; 2025Q3: 114,516 shares; 2025Q4: 114,859 shares; 2026Q1: 107,308 shares; 2026Q2: 104,966 shares 104,966 $4M 0.13% -2,342 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,046 shares; 2025Q2: 5,153 shares; 2025Q3: 4,900 shares; 2025Q4: 5,331 shares; 2026Q1: 5,674 shares; 2026Q2: 5,626 shares 5,626 $3.96M 0.13% -48 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: 93,218 shares; 2024Q4: 117,581 shares; 2025Q1: 127,662 shares; 2025Q2: 125,309 shares; 2025Q3: 129,514 shares; 2025Q4: 129,627 shares; 2026Q1: 126,330 shares; 2026Q2: 127,974 shares 127,974 $3.95M 0.13% +1,644 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: 59,100 shares; 2024Q4: 56,823 shares; 2025Q1: 55,340 shares; 2025Q2: 56,368 shares; 2025Q3: 56,900 shares; 2025Q4: 66,105 shares; 2026Q1: 68,394 shares; 2026Q2: 68,220 shares 68,220 $3.93M 0.13% -174 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: 12,509 shares; 2024Q4: 11,473 shares; 2025Q1: 10,419 shares; 2025Q2: 11,785 shares; 2025Q3: 11,717 shares; 2025Q4: 11,713 shares; 2026Q1: 11,324 shares; 2026Q2: 10,762 shares 10,762 $3.9M 0.13% -562 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: 46,313 shares; 2024Q4: 43,868 shares; 2025Q1: 44,120 shares; 2025Q2: 46,308 shares; 2025Q3: 58,599 shares; 2025Q4: 71,678 shares; 2026Q1: 77,001 shares; 2026Q2: 81,308 shares 81,308 $3.88M 0.13% +4,307 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: 33,265 shares; 2024Q4: 32,151 shares; 2025Q1: 32,596 shares; 2025Q2: 32,352 shares; 2025Q3: 32,567 shares; 2025Q4: 33,554 shares; 2026Q1: 32,599 shares; 2026Q2: 30,590 shares 30,590 $3.87M 0.13% -2,009 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: 96,753 shares; 2024Q4: 63,449 shares; 2025Q1: 61,322 shares; 2025Q2: 53,773 shares; 2025Q3: 51,778 shares; 2025Q4: 52,394 shares; 2026Q1: 49,731 shares; 2026Q2: 49,869 shares 49,869 $3.85M 0.13% +138 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: 14,968 shares; 2024Q4: 48,425 shares; 2025Q1: 49,368 shares; 2025Q2: 54,527 shares; 2025Q3: 60,062 shares; 2025Q4: 61,827 shares; 2026Q1: 70,182 shares; 2026Q2: 76,051 shares 76,051 $3.83M 0.13% +5,869 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,027 shares; 2024Q4: 60,336 shares; 2025Q1: 60,116 shares; 2025Q2: 60,190 shares; 2025Q3: 58,549 shares; 2025Q4: 59,997 shares; 2026Q1: 64,804 shares; 2026Q2: 66,578 shares 66,578 $3.81M 0.12% +1,774 Timeline GBIL 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: 164,602 shares; 2024Q4: 23,618 shares; 2025Q1: 31,585 shares; 2025Q2: 33,757 shares; 2025Q3: 33,208 shares; 2025Q4: 31,624 shares; 2026Q1: 34,071 shares; 2026Q2: 38,014 shares 38,014 $3.81M 0.12% +3,943 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,638 shares; 2025Q1: 20,167 shares; 2025Q2: 19,817 shares; 2025Q3: 20,447 shares; 2025Q4: 40,594 shares; 2026Q1: 35,819 shares; 2026Q2: 47,004 shares 47,004 $3.81M 0.12% +11,185 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: 15,481 shares; 2025Q1: 15,683 shares; 2025Q2: 15,540 shares; 2025Q3: 10,971 shares; 2025Q4: 12,330 shares; 2026Q1: 12,141 shares; 2026Q2: 11,979 shares 11,979 $3.8M 0.12% -162 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: 38,171 shares; 2024Q4: 45,903 shares; 2025Q1: 49,090 shares; 2025Q2: 69,321 shares; 2025Q3: 37,027 shares; 2025Q4: 65,183 shares; 2026Q1: 65,731 shares; 2026Q2: 73,923 shares 73,923 $3.77M 0.12% +8,192 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,852 shares; 2024Q4: 30,223 shares; 2025Q1: 30,195 shares; 2025Q2: 29,285 shares; 2025Q3: 30,170 shares; 2025Q4: 31,739 shares; 2026Q1: 31,039 shares; 2026Q2: 33,915 shares 33,915 $3.74M 0.12% +2,876 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: 32,681 shares; 2024Q4: 38,370 shares; 2025Q1: 23,523 shares; 2025Q2: 37,220 shares; 2025Q3: 37,053 shares; 2025Q4: 35,744 shares; 2026Q1: 36,166 shares; 2026Q2: 35,982 shares 35,982 $3.72M 0.12% -184 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: 54,674 shares; 2024Q4: 62,416 shares; 2025Q1: 68,785 shares; 2025Q2: 71,132 shares; 2025Q3: 60,192 shares; 2025Q4: 62,041 shares; 2026Q1: 63,766 shares; 2026Q2: 64,529 shares 64,529 $3.72M 0.12% +763 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,612 shares; 2024Q4: 43,188 shares; 2025Q1: 45,078 shares; 2025Q2: 46,255 shares; 2025Q3: 46,628 shares; 2025Q4: 48,860 shares; 2026Q1: 48,620 shares; 2026Q2: 48,944 shares 48,944 $3.71M 0.12% +324 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,239 shares; 2024Q4: 12,304 shares; 2025Q1: 11,525 shares; 2025Q2: 10,986 shares; 2025Q3: 10,528 shares; 2025Q4: 11,255 shares; 2026Q1: 11,168 shares; 2026Q2: 61,933 shares 61,933 $3.7M 0.12% +50,765 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,519 shares; 2025Q3: 68,788 shares; 2025Q4: 70,243 shares; 2026Q1: 70,441 shares; 2026Q2: 71,742 shares 71,742 $3.69M 0.12% +1,301 Timeline GVUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,218 shares; 2025Q3: 18,180 shares; 2025Q4: 25,498 shares; 2026Q1: 33,281 shares; 2026Q2: 58,966 shares 58,966 $3.67M 0.12% +25,685 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,029 shares; 2024Q4: 47,515 shares; 2025Q1: 46,670 shares; 2025Q2: 112,270 shares; 2025Q3: 118,661 shares; 2025Q4: 131,812 shares; 2026Q1: 140,916 shares; 2026Q2: 134,007 shares 134,007 $3.66M 0.12% -6,909 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,775 shares; 2024Q4: 24,511 shares; 2025Q1: 25,386 shares; 2025Q2: 23,702 shares; 2025Q3: 23,861 shares; 2025Q4: 46,863 shares; 2026Q1: 45,263 shares; 2026Q2: 37,692 shares 37,692 $3.65M 0.12% -7,571 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,592 shares; 2025Q3: 13,328 shares; 2025Q4: 33,080 shares; 2026Q1: 40,836 shares; 2026Q2: 73,604 shares 73,604 $3.6M 0.12% +32,768 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,702 shares; 2025Q2: 4,774 shares; 2025Q3: 5,179 shares; 2025Q4: 5,471 shares; 2026Q1: 6,588 shares; 2026Q2: 6,909 shares 6,909 $3.52M 0.12% +321 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,718 shares; 2024Q4: 208,369 shares; 2025Q1: 208,375 shares; 2025Q2: 208,381 shares; 2025Q3: 209,609 shares; 2025Q4: 207,717 shares; 2026Q1: 207,722 shares; 2026Q2: 204,611 shares 204,611 $3.46M 0.11% -3,111 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 7,155 shares; 2025Q4: 10,237 shares; 2026Q1: 12,958 shares; 2026Q2: 12,372 shares 12,372 $3.42M 0.11% -586 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,646 shares; 2025Q2: 5,652 shares; 2025Q3: 14,499 shares; 2025Q4: 14,567 shares; 2026Q1: 14,284 shares; 2026Q2: 14,315 shares 14,315 $3.41M 0.11% +31 Timeline FTQI 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: 84,224 shares; 2024Q4: 132,367 shares; 2025Q1: 133,023 shares; 2025Q2: 141,145 shares; 2025Q3: 143,413 shares; 2025Q4: 147,253 shares; 2026Q1: 172,411 shares; 2026Q2: 153,648 shares 153,648 $3.39M 0.11% -18,763 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,498 shares; 2025Q2: 8,465 shares; 2025Q3: 8,736 shares; 2025Q4: 8,288 shares; 2026Q1: 8,573 shares; 2026Q2: 38,445 shares 38,445 $3.38M 0.11% +29,872 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,277 shares; 2025Q2: 9,291 shares; 2025Q3: 9,045 shares; 2025Q4: 9,183 shares; 2026Q1: 8,312 shares; 2026Q2: 8,750 shares 8,750 $3.37M 0.11% +438 Timeline SPAB 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: 156,854 shares; 2024Q4: 90,056 shares; 2025Q1: 94,271 shares; 2025Q2: 93,356 shares; 2025Q3: 98,183 shares; 2025Q4: 107,269 shares; 2026Q1: 123,564 shares; 2026Q2: 131,894 shares 131,894 $3.37M 0.11% +8,330 Timeline SPTL 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: 44,430 shares; 2024Q4: 34,767 shares; 2025Q1: 38,086 shares; 2025Q2: 59,025 shares; 2025Q3: 70,713 shares; 2025Q4: 87,027 shares; 2026Q1: 103,586 shares; 2026Q2: 127,935 shares 127,935 $3.36M 0.11% +24,349 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: not reported; 2024Q4: 13,297 shares; 2025Q1: 19,358 shares; 2025Q2: 22,288 shares; 2025Q3: 42,382 shares; 2025Q4: 41,870 shares; 2026Q1: 48,983 shares; 2026Q2: 56,703 shares 56,703 $3.34M 0.11% +7,720 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS 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: 70,651 shares; 2026Q1: 76,605 shares; 2026Q2: 80,634 shares 80,634 $3.34M 0.11% +4,029 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: 53,101 shares; 2024Q4: 57,267 shares; 2025Q1: 58,735 shares; 2025Q2: 61,142 shares; 2025Q3: 76,611 shares; 2025Q4: 76,043 shares; 2026Q1: 70,477 shares; 2026Q2: 69,833 shares 69,833 $3.32M 0.11% -644 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,594 shares; 2024Q4: 11,773 shares; 2025Q1: 12,392 shares; 2025Q2: 12,174 shares; 2025Q3: 11,105 shares; 2025Q4: 11,261 shares; 2026Q1: 10,653 shares; 2026Q2: 19,421 shares 19,421 $3.28M 0.11% +8,768 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,131 shares; 2025Q4: 90,169 shares; 2026Q1: 106,350 shares; 2026Q2: 94,577 shares 94,577 $3.17M 0.1% -11,773 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: 71,191 shares; 2024Q4: 109,512 shares; 2025Q1: 92,645 shares; 2025Q2: 94,542 shares; 2025Q3: 96,252 shares; 2025Q4: 67,505 shares; 2026Q1: 68,510 shares; 2026Q2: 69,536 shares 69,536 $3.16M 0.1% +1,026 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,354 shares; 2024Q4: 11,588 shares; 2025Q1: 10,961 shares; 2025Q2: 8,262 shares; 2025Q3: 8,389 shares; 2025Q4: 7,602 shares; 2026Q1: 8,751 shares; 2026Q2: 72,174 shares 72,174 $3.15M 0.1% +63,423 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,449 shares; 2025Q2: 37,231 shares; 2025Q3: 26,710 shares; 2025Q4: 31,609 shares; 2026Q1: 31,258 shares; 2026Q2: 32,650 shares 32,650 $3.1M 0.1% +1,392 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,501 shares; 2026Q1: 66,837 shares; 2026Q2: 58,361 shares 58,361 $3.1M 0.1% -8,476 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,721 shares; 2024Q4: 47,845 shares; 2025Q1: 47,936 shares; 2025Q2: 51,805 shares; 2025Q3: 50,577 shares; 2025Q4: 51,599 shares; 2026Q1: 55,860 shares; 2026Q2: 55,779 shares 55,779 $3.1M 0.1% -81 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,309 shares; 2024Q4: 49,600 shares; 2025Q1: 49,913 shares; 2025Q2: 47,508 shares; 2025Q3: 44,964 shares; 2025Q4: 93,330 shares; 2026Q1: 92,666 shares; 2026Q2: 90,986 shares 90,986 $3.08M 0.1% -1,680 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS 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: 63,265 shares; 2026Q1: 50,004 shares; 2026Q2: 46,267 shares 46,267 $3.07M 0.1% -3,737 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,482 shares; 2025Q2: 1,664 shares; 2025Q3: 1,645 shares; 2025Q4: 1,869 shares; 2026Q1: 3,226 shares; 2026Q2: 25,609 shares 25,609 $3.06M 0.1% +22,383 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,138 shares; 2025Q3: 2,723 shares; 2025Q4: 2,721 shares; 2026Q1: 2,608 shares; 2026Q2: 2,689 shares 2,689 $3.05M 0.1% +81 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,282 shares; 2024Q4: 22,382 shares; 2025Q1: 23,505 shares; 2025Q2: 18,422 shares; 2025Q3: 22,362 shares; 2025Q4: 22,216 shares; 2026Q1: 17,016 shares; 2026Q2: 20,735 shares 20,735 $3.04M 0.1% +3,719 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,231 shares; 2024Q4: 15,580 shares; 2025Q1: 17,303 shares; 2025Q2: 17,558 shares; 2025Q3: 18,033 shares; 2025Q4: 18,490 shares; 2026Q1: 19,087 shares; 2026Q2: 19,262 shares 19,262 $3.02M 0.1% +175 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; 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: 116,223 shares 116,223 $3.01M 0.1% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,511 shares; 2024Q4: 107,323 shares; 2025Q1: 105,399 shares; 2025Q2: 105,248 shares; 2025Q3: 57,781 shares; 2025Q4: 79,278 shares; 2026Q1: 65,569 shares; 2026Q2: 56,717 shares 56,717 $3.01M 0.1% -8,852 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,015 shares 84,015 $2.99M 0.1% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,154 shares; 2025Q2: 8,211 shares; 2025Q3: 8,394 shares; 2025Q4: 8,619 shares; 2026Q1: 9,103 shares; 2026Q2: 9,373 shares 9,373 $2.98M 0.1% +270 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: 36,124 shares; 2024Q4: 40,898 shares; 2025Q1: 38,733 shares; 2025Q2: 38,787 shares; 2025Q3: 35,200 shares; 2025Q4: 35,718 shares; 2026Q1: 32,148 shares; 2026Q2: 31,766 shares 31,766 $2.98M 0.1% -382 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,378 shares; 2025Q1: 12,996 shares; 2025Q2: 14,241 shares; 2025Q3: 15,387 shares; 2025Q4: 14,062 shares; 2026Q1: 14,702 shares; 2026Q2: 16,684 shares 16,684 $2.93M 0.1% +1,982 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 3,215 shares; 2025Q3: 3,540 shares; 2025Q4: 23,237 shares; 2026Q1: 23,854 shares; 2026Q2: 25,483 shares 25,483 $2.93M 0.1% +1,629 Timeline IMCB 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: 38,539 shares; 2025Q3: 37,937 shares; 2025Q4: 37,891 shares; 2026Q1: 35,985 shares; 2026Q2: 30,300 shares 30,300 $2.93M 0.1% -5,685 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,276 shares; 2024Q4: 155,524 shares; 2025Q1: 156,101 shares; 2025Q2: 155,262 shares; 2025Q3: 156,042 shares; 2025Q4: 149,738 shares; 2026Q1: 139,885 shares; 2026Q2: 133,949 shares 133,949 $2.93M 0.1% -5,936 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,994 shares; 2024Q4: 54,628 shares; 2025Q1: 80,478 shares; 2025Q2: 107,216 shares; 2025Q3: 100,270 shares; 2025Q4: 150,135 shares; 2026Q1: 207,894 shares; 2026Q2: 266,943 shares 266,943 $2.91M 0.1% +59,049 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,864 shares; 2024Q4: 27,137 shares; 2025Q1: 28,532 shares; 2025Q2: 27,481 shares; 2025Q3: 30,089 shares; 2025Q4: 99,719 shares; 2026Q1: 51,485 shares; 2026Q2: 43,030 shares 43,030 $2.9M 0.09% -8,455 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,081 shares; 2025Q1: 38,753 shares; 2025Q2: 38,139 shares; 2025Q3: 38,354 shares; 2025Q4: 44,048 shares; 2026Q1: 47,696 shares; 2026Q2: 54,994 shares 54,994 $2.88M 0.09% +7,298 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,625 shares; 2024Q4: 61,644 shares; 2025Q1: 63,240 shares; 2025Q2: 70,906 shares; 2025Q3: 69,395 shares; 2025Q4: 72,230 shares; 2026Q1: 77,693 shares; 2026Q2: 82,682 shares 82,682 $2.88M 0.09% +4,989 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,595 shares; 2024Q4: 19,265 shares; 2025Q1: 19,075 shares; 2025Q2: 17,759 shares; 2025Q3: 18,071 shares; 2025Q4: 18,091 shares; 2026Q1: 17,741 shares; 2026Q2: 18,001 shares 18,001 $2.87M 0.09% +260 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: 30,080 shares; 2024Q4: 56,507 shares; 2025Q1: 15,387 shares; 2025Q2: 16,527 shares; 2025Q3: 20,356 shares; 2025Q4: 14,005 shares; 2026Q1: 13,533 shares; 2026Q2: 13,479 shares 13,479 $2.87M 0.09% -54 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 51,621 shares; 2026Q1: 43,553 shares; 2026Q2: 43,254 shares 43,254 $2.87M 0.09% -299 Timeline DFGX 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: 20,309 shares; 2024Q4: 24,760 shares; 2025Q1: 26,047 shares; 2025Q2: 27,809 shares; 2025Q3: 38,212 shares; 2025Q4: 46,865 shares; 2026Q1: 50,188 shares; 2026Q2: 53,213 shares 53,213 $2.85M 0.09% +3,025 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 9,631 shares; 2025Q3: 10,545 shares; 2025Q4: 12,182 shares; 2026Q1: 12,812 shares; 2026Q2: 12,883 shares 12,883 $2.84M 0.09% +71 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: 19,394 shares; 2024Q4: 26,253 shares; 2025Q1: 28,183 shares; 2025Q2: 29,688 shares; 2025Q3: 30,756 shares; 2025Q4: 32,276 shares; 2026Q1: 32,525 shares; 2026Q2: 34,519 shares 34,519 $2.84M 0.09% +1,994 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,982 shares; 2024Q4: 50,670 shares; 2025Q1: 45,630 shares; 2025Q2: 48,287 shares; 2025Q3: 49,642 shares; 2025Q4: 30,543 shares; 2026Q1: 5,912 shares; 2026Q2: 37,940 shares 37,940 $2.84M 0.09% +32,028 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,989 shares; 2024Q4: 21,319 shares; 2025Q1: 20,447 shares; 2025Q2: 20,603 shares; 2025Q3: 20,346 shares; 2025Q4: 20,737 shares; 2026Q1: 50,184 shares; 2026Q2: 48,189 shares 48,189 $2.84M 0.09% -1,995 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,123 shares; 2024Q4: 20,182 shares; 2025Q1: 20,199 shares; 2025Q2: 18,211 shares; 2025Q3: 16,823 shares; 2025Q4: 16,938 shares; 2026Q1: 16,925 shares; 2026Q2: 18,027 shares 18,027 $2.82M 0.09% +1,102 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,109 shares; 2024Q4: 71,123 shares; 2025Q1: 70,220 shares; 2025Q2: 71,029 shares; 2025Q3: 87,019 shares; 2025Q4: 66,806 shares; 2026Q1: 68,430 shares; 2026Q2: 72,897 shares 72,897 $2.79M 0.09% +4,467 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,305 shares; 2024Q4: 75,369 shares; 2025Q1: 75,015 shares; 2025Q2: 74,907 shares; 2025Q3: 79,115 shares; 2025Q4: 78,468 shares; 2026Q1: 77,599 shares; 2026Q2: 75,019 shares 75,019 $2.76M 0.09% -2,580 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,474 shares; 2025Q1: 14,407 shares; 2025Q2: 20,278 shares; 2025Q3: 21,602 shares; 2025Q4: 21,904 shares; 2026Q1: 20,560 shares; 2026Q2: 20,237 shares 20,237 $2.74M 0.09% -323 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,871 shares; 2025Q1: 12,468 shares; 2025Q2: 10,508 shares; 2025Q3: 10,385 shares; 2025Q4: 19,898 shares; 2026Q1: 21,239 shares; 2026Q2: 23,208 shares 23,208 $2.72M 0.09% +1,969 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: 26,968 shares; 2024Q4: 32,421 shares; 2025Q1: 36,772 shares; 2025Q2: 36,340 shares; 2025Q3: 36,020 shares; 2025Q4: 36,526 shares; 2026Q1: 46,506 shares; 2026Q2: 73,237 shares 73,237 $2.71M 0.09% +26,731 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,280 shares; 2024Q4: 26,967 shares; 2025Q1: 26,441 shares; 2025Q2: 27,510 shares; 2025Q3: 27,674 shares; 2025Q4: 27,031 shares; 2026Q1: 25,804 shares; 2026Q2: 25,063 shares 25,063 $2.7M 0.09% -741 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,133 shares; 2024Q4: 14,988 shares; 2025Q1: 15,689 shares; 2025Q2: 19,903 shares; 2025Q3: 32,367 shares; 2025Q4: 37,607 shares; 2026Q1: 44,947 shares; 2026Q2: 44,704 shares 44,704 $2.7M 0.09% -243 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,862 shares; 2024Q4: 42,485 shares; 2025Q1: 28,042 shares; 2025Q2: 23,720 shares; 2025Q3: 22,075 shares; 2025Q4: 23,852 shares; 2026Q1: 29,730 shares; 2026Q2: 29,389 shares 29,389 $2.69M 0.09% -341 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,243 shares; 2025Q2: 9,838 shares; 2025Q3: 12,984 shares; 2025Q4: 12,962 shares; 2026Q1: 12,576 shares; 2026Q2: 13,127 shares 13,127 $2.63M 0.09% +551 Timeline IBDV 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: 20,199 shares; 2025Q3: 27,419 shares; 2025Q4: 83,425 shares; 2026Q1: 115,070 shares; 2026Q2: 119,616 shares 119,616 $2.61M 0.09% +4,546 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 7,214 shares; 2026Q2: 7,793 shares 7,793 $2.6M 0.08% +579 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,539 shares; 2025Q4: 10,777 shares; 2026Q1: 15,275 shares; 2026Q2: 28,249 shares 28,249 $2.58M 0.08% +12,974 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: 48,490 shares; 2026Q1: 46,239 shares; 2026Q2: 48,308 shares 48,308 $2.57M 0.08% +2,069 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,694 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,419 shares; 2026Q1: 40,393 shares; 2026Q2: 45,132 shares 45,132 $2.56M 0.08% +4,739 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: 157,527 shares; 2024Q4: 22,867 shares; 2025Q1: 28,598 shares; 2025Q2: 27,923 shares; 2025Q3: 29,675 shares; 2025Q4: 31,015 shares; 2026Q1: 33,308 shares; 2026Q2: 32,344 shares 32,344 $2.56M 0.08% -964 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,371 shares; 2025Q3: 25,618 shares; 2025Q4: 32,449 shares; 2026Q1: 39,599 shares; 2026Q2: 52,046 shares 52,046 $2.51M 0.08% +12,447 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,602 shares; 2025Q2: 10,278 shares; 2025Q3: 10,669 shares; 2025Q4: 10,935 shares; 2026Q1: 11,596 shares; 2026Q2: 12,178 shares 12,178 $2.51M 0.08% +582 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: 25,554 shares; 2024Q4: 25,778 shares; 2025Q1: 18,832 shares; 2025Q2: 17,704 shares; 2025Q3: 15,840 shares; 2025Q4: 14,561 shares; 2026Q1: 16,181 shares; 2026Q2: 17,115 shares 17,115 $2.51M 0.08% +934 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,792 shares; 2024Q4: 19,131 shares; 2025Q1: 18,890 shares; 2025Q2: 19,037 shares; 2025Q3: 19,148 shares; 2025Q4: 19,189 shares; 2026Q1: 18,679 shares; 2026Q2: 91,501 shares 91,501 $2.51M 0.08% +72,822 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: 22,783 shares; 2024Q4: 29,632 shares; 2025Q1: 39,417 shares; 2025Q2: 29,470 shares; 2025Q3: 29,349 shares; 2025Q4: 29,252 shares; 2026Q1: 28,953 shares; 2026Q2: 28,521 shares 28,521 $2.5M 0.08% -432 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: 111,933 shares; 2024Q4: 38,323 shares; 2025Q1: 39,190 shares; 2025Q2: 38,939 shares; 2025Q3: 40,109 shares; 2025Q4: 43,831 shares; 2026Q1: 46,243 shares; 2026Q2: 51,603 shares 51,603 $2.5M 0.08% +5,360 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,590 shares; 2025Q4: 40,980 shares; 2026Q1: 46,350 shares; 2026Q2: 47,329 shares 47,329 $2.5M 0.08% +979 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: 31,073 shares; 2024Q4: 26,582 shares; 2025Q1: 20,897 shares; 2025Q2: 15,224 shares; 2025Q3: 8,575 shares; 2025Q4: 8,877 shares; 2026Q1: 7,347 shares; 2026Q2: 6,770 shares 6,770 $2.49M 0.08% -577 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: 4,847 shares; 2025Q2: 4,622 shares; 2025Q3: 3,678 shares; 2025Q4: 3,729 shares; 2026Q1: 3,458 shares; 2026Q2: 3,472 shares 3,472 $2.48M 0.08% +14 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,574 shares; 2024Q4: 146,806 shares; 2025Q1: 138,807 shares; 2025Q2: 153,836 shares; 2025Q3: 132,595 shares; 2025Q4: 141,762 shares; 2026Q1: 102,806 shares; 2026Q2: 104,819 shares 104,819 $2.48M 0.08% +2,013 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,621 shares; 2024Q4: 16,464 shares; 2025Q1: 21,802 shares; 2025Q2: 26,288 shares; 2025Q3: 25,597 shares; 2025Q4: 25,175 shares; 2026Q1: 22,392 shares; 2026Q2: 27,536 shares 27,536 $2.47M 0.08% +5,144 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: 2,187 shares; 2025Q2: 1,688 shares; 2025Q3: 1,384 shares; 2025Q4: 1,703 shares; 2026Q1: 7,107 shares; 2026Q2: 7,236 shares 7,236 $2.47M 0.08% +129 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,833 shares; 2024Q4: 21,078 shares; 2025Q1: 21,551 shares; 2025Q2: 21,336 shares; 2025Q3: 21,562 shares; 2025Q4: 21,234 shares; 2026Q1: 22,996 shares; 2026Q2: 25,770 shares 25,770 $2.46M 0.08% +2,774 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,753 shares; 2025Q3: 11,462 shares; 2025Q4: 14,987 shares; 2026Q1: 18,448 shares; 2026Q2: 26,233 shares 26,233 $2.46M 0.08% +7,785 Timeline OPPE 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: 39,874 shares; 2026Q2: 43,868 shares 43,868 $2.45M 0.08% +3,994 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: 11,028 shares; 2024Q4: 11,033 shares; 2025Q1: 11,480 shares; 2025Q2: 5,819 shares; 2025Q3: 11,915 shares; 2025Q4: 12,550 shares; 2026Q1: 6,137 shares; 2026Q2: 5,883 shares 5,883 $2.45M 0.08% -254 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,756 shares; 2025Q4: 25,425 shares; 2026Q1: 27,276 shares; 2026Q2: 28,286 shares 28,286 $2.44M 0.08% +1,010 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,988 shares; 2024Q4: 130,737 shares; 2025Q1: 129,928 shares; 2025Q2: 136,348 shares; 2025Q3: 139,373 shares; 2025Q4: 136,385 shares; 2026Q1: 220,679 shares; 2026Q2: 206,260 shares 206,260 $2.43M 0.08% -14,419 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: not reported; 2025Q1: 10,475 shares; 2025Q2: 11,825 shares; 2025Q3: 13,227 shares; 2025Q4: 15,335 shares; 2026Q1: 15,270 shares; 2026Q2: 16,257 shares 16,257 $2.4M 0.08% +987 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,881 shares; 2025Q3: 19,466 shares; 2025Q4: 20,319 shares; 2026Q1: 20,576 shares; 2026Q2: 21,337 shares 21,337 $2.38M 0.08% +761 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,668 shares; 2024Q4: 24,406 shares; 2025Q1: 29,930 shares; 2025Q2: 34,611 shares; 2025Q3: 38,936 shares; 2025Q4: 43,876 shares; 2026Q1: 50,903 shares; 2026Q2: 55,752 shares 55,752 $2.38M 0.08% +4,849 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,176 shares; 2025Q2: 9,352 shares; 2025Q3: 9,183 shares; 2025Q4: 9,240 shares; 2026Q1: 8,759 shares; 2026Q2: 8,919 shares 8,919 $2.36M 0.08% +160 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,102 shares; 2024Q4: 51,159 shares; 2025Q1: 52,162 shares; 2025Q2: 44,121 shares; 2025Q3: 48,742 shares; 2025Q4: 48,907 shares; 2026Q1: 48,600 shares; 2026Q2: 46,693 shares 46,693 $2.35M 0.08% -1,907 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,543 shares; 2025Q1: 10,310 shares; 2025Q2: 40,491 shares; 2025Q3: 22,775 shares; 2025Q4: 24,893 shares; 2026Q1: 25,653 shares; 2026Q2: 26,868 shares 26,868 $2.34M 0.08% +1,215 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 944 shares; 2025Q3: 1,227 shares; 2025Q4: 1,192 shares; 2026Q1: 1,176 shares; 2026Q2: 1,175 shares 1,175 $2.34M 0.08% -1 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,321 shares; 2024Q4: 80,130 shares; 2025Q1: 129,640 shares; 2025Q2: 91,196 shares; 2025Q3: 66,881 shares; 2025Q4: 40,843 shares; 2026Q1: 40,414 shares; 2026Q2: 41,539 shares 41,539 $2.34M 0.08% +1,125 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: 23,889 shares; 2024Q4: not reported; 2025Q1: 7,656 shares; 2025Q2: 7,633 shares; 2025Q3: 31,548 shares; 2025Q4: 7,053 shares; 2026Q1: 7,047 shares; 2026Q2: 7,676 shares 7,676 $2.33M 0.08% +629 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,137 shares; 2025Q2: 8,898 shares; 2025Q3: 8,516 shares; 2025Q4: 8,159 shares; 2026Q1: 9,206 shares; 2026Q2: 9,075 shares 9,075 $2.32M 0.08% -131 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,892 shares 2,892 $2.31M 0.08% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,181 shares; 2024Q4: 101,570 shares; 2025Q1: 103,677 shares; 2025Q2: 87,916 shares; 2025Q3: 80,371 shares; 2025Q4: 82,103 shares; 2026Q1: 83,595 shares; 2026Q2: 84,350 shares 84,350 $2.31M 0.08% +755 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,920 shares; 2024Q4: 17,000 shares; 2025Q1: 18,536 shares; 2025Q2: 15,603 shares; 2025Q3: 4,394 shares; 2025Q4: 14,483 shares; 2026Q1: 16,189 shares; 2026Q2: 24,390 shares 24,390 $2.31M 0.08% +8,201 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,995 shares; 2026Q1: 6,031 shares; 2026Q2: 6,588 shares 6,588 $2.31M 0.08% +557 Timeline DGCB 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: 17,117 shares; 2024Q4: 24,137 shares; 2025Q1: 24,794 shares; 2025Q2: 26,107 shares; 2025Q3: 33,257 shares; 2025Q4: 37,803 shares; 2026Q1: 39,812 shares; 2026Q2: 42,038 shares 42,038 $2.3M 0.08% +2,226 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,687 shares; 2024Q4: 23,688 shares; 2025Q1: 22,134 shares; 2025Q2: 20,888 shares; 2025Q3: 19,458 shares; 2025Q4: 20,142 shares; 2026Q1: 21,570 shares; 2026Q2: 22,102 shares 22,102 $2.3M 0.08% +532 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: 26,194 shares; 2024Q4: 30,209 shares; 2025Q1: 22,247 shares; 2025Q2: 22,148 shares; 2025Q3: 21,942 shares; 2025Q4: 22,068 shares; 2026Q1: 24,029 shares; 2026Q2: 24,007 shares 24,007 $2.3M 0.08% -22 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,666 shares 11,666 $2.28M 0.07% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,672 shares; 2025Q2: 7,774 shares; 2025Q3: 7,183 shares; 2025Q4: 7,122 shares; 2026Q1: 6,839 shares; 2026Q2: 7,244 shares 7,244 $2.27M 0.07% +405 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,452 shares; 2024Q4: 64,699 shares; 2025Q1: 81,795 shares; 2025Q2: 108,047 shares; 2025Q3: 29,859 shares; 2025Q4: 30,131 shares; 2026Q1: 33,144 shares; 2026Q2: 30,569 shares 30,569 $2.26M 0.07% -2,575 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: 2,669 shares; 2025Q3: 2,696 shares; 2025Q4: 2,693 shares; 2026Q1: 2,563 shares; 2026Q2: 2,333 shares 2,333 $2.25M 0.07% -230 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,008 shares; 2025Q2: 4,266 shares; 2025Q3: 4,347 shares; 2025Q4: 4,390 shares; 2026Q1: 6,172 shares; 2026Q2: 6,061 shares 6,061 $2.25M 0.07% -111 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,207 shares; 2025Q2: 40,682 shares; 2025Q3: 40,511 shares; 2025Q4: 40,914 shares; 2026Q1: 39,671 shares; 2026Q2: 41,768 shares 41,768 $2.18M 0.07% +2,097 Timeline XLG 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: 45,546 shares; 2025Q1: 53,555 shares; 2025Q2: 58,581 shares; 2025Q3: 57,285 shares; 2025Q4: 57,904 shares; 2026Q1: 36,101 shares; 2026Q2: 35,506 shares 35,506 $2.17M 0.07% -595 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,466 shares; 2024Q4: 102,797 shares; 2025Q1: 108,863 shares; 2025Q2: 114,190 shares; 2025Q3: 114,591 shares; 2025Q4: 115,163 shares; 2026Q1: 115,496 shares; 2026Q2: 116,978 shares 116,978 $2.16M 0.07% +1,482 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: 71,501 shares; 2024Q4: not reported; 2025Q1: 11,338 shares; 2025Q2: 13,684 shares; 2025Q3: 14,502 shares; 2025Q4: 14,776 shares; 2026Q1: 17,666 shares; 2026Q2: 21,327 shares 21,327 $2.15M 0.07% +3,661 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,286 shares; 2025Q2: 9,296 shares; 2025Q3: 9,632 shares; 2025Q4: 10,257 shares; 2026Q1: 9,221 shares; 2026Q2: 9,569 shares 9,569 $2.14M 0.07% +348 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 3,595 shares; 2025Q3: 7,078 shares; 2025Q4: 7,860 shares; 2026Q1: 8,853 shares; 2026Q2: 8,644 shares 8,644 $2.12M 0.07% -209 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: 20,606 shares; 2024Q4: 22,683 shares; 2025Q1: 23,814 shares; 2025Q2: 27,133 shares; 2025Q3: 27,126 shares; 2025Q4: 28,419 shares; 2026Q1: 28,771 shares; 2026Q2: 26,481 shares 26,481 $2.12M 0.07% -2,290 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,597 shares; 2025Q2: 4,214 shares; 2025Q3: 4,066 shares; 2025Q4: 4,171 shares; 2026Q1: 4,372 shares; 2026Q2: 4,150 shares 4,150 $2.08M 0.07% -222 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: 16,403 shares; 2024Q4: not reported; 2025Q1: 9,956 shares; 2025Q2: 10,155 shares; 2025Q3: 9,582 shares; 2025Q4: 9,274 shares; 2026Q1: 8,992 shares; 2026Q2: 8,512 shares 8,512 $2.07M 0.07% -480 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,162 shares; 2025Q2: 5,351 shares; 2025Q3: 5,687 shares; 2025Q4: 5,970 shares; 2026Q1: 7,288 shares; 2026Q2: 7,470 shares 7,470 $2.06M 0.07% +182 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,372 shares; 2025Q3: 29,528 shares; 2025Q4: 8,297 shares; 2026Q1: 7,677 shares; 2026Q2: 46,984 shares 46,984 $2.06M 0.07% +39,307 Timeline PBTP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,457 shares; 2024Q4: 74,014 shares; 2025Q1: 76,121 shares; 2025Q2: 78,240 shares; 2025Q3: 78,895 shares; 2025Q4: 79,768 shares; 2026Q1: 91,335 shares; 2026Q2: 79,397 shares 79,397 $2.04M 0.07% -11,938 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: 11,263 shares; 2024Q4: not reported; 2025Q1: 8,684 shares; 2025Q2: 8,847 shares; 2025Q3: 8,489 shares; 2025Q4: 8,524 shares; 2026Q1: 12,192 shares; 2026Q2: 13,400 shares 13,400 $2.03M 0.07% +1,208 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,767 shares; 2024Q4: 17,991 shares; 2025Q1: 18,319 shares; 2025Q2: 18,590 shares; 2025Q3: 18,442 shares; 2025Q4: 18,703 shares; 2026Q1: 19,513 shares; 2026Q2: 19,806 shares 19,806 $2.03M 0.07% +293 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,523 shares; 2024Q4: not reported; 2025Q1: 6,418 shares; 2025Q2: 8,678 shares; 2025Q3: 9,065 shares; 2025Q4: 19,356 shares; 2026Q1: 20,761 shares; 2026Q2: 21,393 shares 21,393 $2.02M 0.07% +632 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,020 shares 38,020 $2.01M 0.07% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,078 shares; 2024Q4: 70,888 shares; 2025Q1: 71,326 shares; 2025Q2: 70,934 shares; 2025Q3: 73,798 shares; 2025Q4: 72,527 shares; 2026Q1: 65,944 shares; 2026Q2: 62,697 shares 62,697 $2.01M 0.07% -3,247 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,866 shares; 2024Q4: 73,245 shares; 2025Q1: 75,592 shares; 2025Q2: 75,681 shares; 2025Q3: 75,431 shares; 2025Q4: 79,557 shares; 2026Q1: 82,406 shares; 2026Q2: 83,836 shares 83,836 $2.01M 0.07% +1,430 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: 6,937 shares; 2025Q2: 17,436 shares; 2025Q3: 29,637 shares; 2025Q4: 32,812 shares; 2026Q1: 21,878 shares; 2026Q2: 21,457 shares 21,457 $2M 0.07% -421 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,054 shares; 2024Q4: 37,713 shares; 2025Q1: 38,411 shares; 2025Q2: 39,509 shares; 2025Q3: 39,881 shares; 2025Q4: 40,464 shares; 2026Q1: 45,600 shares; 2026Q2: 40,534 shares 40,534 $1.98M 0.06% -5,066 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: 1,848 shares; 2025Q2: 1,630 shares; 2025Q3: 1,462 shares; 2025Q4: 1,352 shares; 2026Q1: 1,198 shares; 2026Q2: 996 shares 996 $1.97M 0.06% -202 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,457 shares; 2024Q4: 24,002 shares; 2025Q1: 24,055 shares; 2025Q2: 24,521 shares; 2025Q3: 24,430 shares; 2025Q4: 25,061 shares; 2026Q1: 25,494 shares; 2026Q2: 23,493 shares 23,493 $1.95M 0.06% -2,001 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,513 shares; 2025Q2: 5,240 shares; 2025Q3: 5,317 shares; 2025Q4: 5,228 shares; 2026Q1: 5,390 shares; 2026Q2: 7,171 shares 7,171 $1.95M 0.06% +1,781 Timeline IBHF 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: 14,702 shares; 2025Q4: 52,897 shares; 2026Q1: 76,544 shares; 2026Q2: 86,111 shares 86,111 $1.95M 0.06% +9,567 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,989 shares; 2025Q2: 6,397 shares; 2025Q3: 6,575 shares; 2025Q4: 6,906 shares; 2026Q1: 8,118 shares; 2026Q2: 8,521 shares 8,521 $1.93M 0.06% +403 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: 11,904 shares; 2024Q4: 12,854 shares; 2025Q1: 6,874 shares; 2025Q2: 7,964 shares; 2025Q3: 10,511 shares; 2025Q4: 14,881 shares; 2026Q1: 14,634 shares; 2026Q2: 14,708 shares 14,708 $1.92M 0.06% +74 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,084 shares; 2024Q4: not reported; 2025Q1: 8,726 shares; 2025Q2: 8,912 shares; 2025Q3: 9,332 shares; 2025Q4: 6,693 shares; 2026Q1: 9,191 shares; 2026Q2: 25,391 shares 25,391 $1.92M 0.06% +16,200 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,731 shares; 2025Q1: 39,062 shares; 2025Q2: 33,720 shares; 2025Q3: 33,146 shares; 2025Q4: 32,193 shares; 2026Q1: 32,028 shares; 2026Q2: 31,865 shares 31,865 $1.91M 0.06% -163 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,142 shares; 2025Q2: 6,869 shares; 2025Q3: 8,800 shares; 2025Q4: 14,373 shares; 2026Q1: 14,591 shares; 2026Q2: 15,103 shares 15,103 $1.91M 0.06% +512 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,849 shares; 2024Q4: 22,587 shares; 2025Q1: 15,034 shares; 2025Q2: 21,077 shares; 2025Q3: 19,010 shares; 2025Q4: 19,194 shares; 2026Q1: 11,515 shares; 2026Q2: 7,539 shares 7,539 $1.9M 0.06% -3,976 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,615 shares 4,615 $1.89M 0.06% new 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: not reported; 2024Q4: 16,464 shares; 2025Q1: 17,938 shares; 2025Q2: 19,233 shares; 2025Q3: 19,307 shares; 2025Q4: 20,353 shares; 2026Q1: 22,362 shares; 2026Q2: 19,517 shares 19,517 $1.88M 0.06% -2,845 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: 24,629 shares; 2024Q4: 29,802 shares; 2025Q1: 28,346 shares; 2025Q2: 30,736 shares; 2025Q3: 33,202 shares; 2025Q4: 34,776 shares; 2026Q1: 30,379 shares; 2026Q2: 31,496 shares 31,496 $1.88M 0.06% +1,117 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: 17,124 shares; 2024Q4: 25,752 shares; 2025Q1: 15,774 shares; 2025Q2: 15,500 shares; 2025Q3: 25,115 shares; 2025Q4: 26,406 shares; 2026Q1: 29,841 shares; 2026Q2: 29,568 shares 29,568 $1.86M 0.06% -273 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,507 shares; 2024Q4: 45,102 shares; 2025Q1: 44,035 shares; 2025Q2: 47,785 shares; 2025Q3: 64,598 shares; 2025Q4: 25,244 shares; 2026Q1: 30,185 shares; 2026Q2: 30,159 shares 30,159 $1.85M 0.06% -26 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,714 shares; 2024Q4: 39,262 shares; 2025Q1: 35,366 shares; 2025Q2: 41,934 shares; 2025Q3: 38,508 shares; 2025Q4: 37,509 shares; 2026Q1: 32,791 shares; 2026Q2: 24,196 shares 24,196 $1.85M 0.06% -8,595 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,740 shares; 2024Q4: 127,953 shares; 2025Q1: 127,485 shares; 2025Q2: 124,186 shares; 2025Q3: 124,332 shares; 2025Q4: 121,157 shares; 2026Q1: 116,232 shares; 2026Q2: 112,147 shares 112,147 $1.83M 0.06% -4,085 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,117 shares; 2024Q4: 29,997 shares; 2025Q1: 31,137 shares; 2025Q2: 18,314 shares; 2025Q3: 16,705 shares; 2025Q4: 15,247 shares; 2026Q1: 15,101 shares; 2026Q2: 15,383 shares 15,383 $1.81M 0.06% +282 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,433 shares; 2024Q4: 11,543 shares; 2025Q1: 11,543 shares; 2025Q2: 11,893 shares; 2025Q3: 11,894 shares; 2025Q4: 11,894 shares; 2026Q1: 11,864 shares; 2026Q2: 11,861 shares 11,861 $1.8M 0.06% -3 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,392 shares; 2024Q4: 18,815 shares; 2025Q1: 18,056 shares; 2025Q2: 18,250 shares; 2025Q3: 16,082 shares; 2025Q4: 15,735 shares; 2026Q1: 14,435 shares; 2026Q2: 14,442 shares 14,442 $1.8M 0.06% +7 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,503 shares; 2026Q1: 16,673 shares; 2026Q2: 15,255 shares 15,255 $1.79M 0.06% -1,418 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,193 shares; 2025Q2: 8,073 shares; 2025Q3: 8,852 shares; 2025Q4: 8,443 shares; 2026Q1: 11,886 shares; 2026Q2: 4,527 shares 4,527 $1.78M 0.06% -7,359 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,981 shares; 2025Q3: 22,255 shares; 2025Q4: 29,954 shares; 2026Q1: 40,359 shares; 2026Q2: 42,511 shares 42,511 $1.78M 0.06% +2,152 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,685 shares; 2024Q4: 17,130 shares; 2025Q1: 17,364 shares; 2025Q2: 17,652 shares; 2025Q3: 17,956 shares; 2025Q4: 17,300 shares; 2026Q1: 18,759 shares; 2026Q2: 16,599 shares 16,599 $1.78M 0.06% -2,160 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: not reported; 2025Q1: 8,122 shares; 2025Q2: 7,819 shares; 2025Q3: 13,125 shares; 2025Q4: 10,208 shares; 2026Q1: 10,557 shares; 2026Q2: 10,384 shares 10,384 $1.76M 0.06% -173 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: not reported; 2025Q1: 6,639 shares; 2025Q2: 6,834 shares; 2025Q3: 6,788 shares; 2025Q4: 6,865 shares; 2026Q1: 21,134 shares; 2026Q2: 22,839 shares 22,839 $1.76M 0.06% +1,705 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: 24,469 shares; 2024Q4: 11,696 shares; 2025Q1: 11,642 shares; 2025Q2: 11,333 shares; 2025Q3: 10,792 shares; 2025Q4: 10,883 shares; 2026Q1: 10,933 shares; 2026Q2: 10,724 shares 10,724 $1.76M 0.06% -209 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 4,900 shares; 2025Q3: 5,449 shares; 2025Q4: 5,603 shares; 2026Q1: 5,648 shares; 2026Q2: 6,234 shares 6,234 $1.75M 0.06% +586 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,498 shares; 2025Q3: 34,285 shares; 2025Q4: 52,174 shares; 2026Q1: 49,793 shares; 2026Q2: 15,083 shares 15,083 $1.75M 0.06% -34,710 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 13,609 shares; 2025Q3: 12,931 shares; 2025Q4: 12,383 shares; 2026Q1: 12,357 shares; 2026Q2: 10,686 shares 10,686 $1.75M 0.06% -1,671 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,451 shares; 2024Q4: 50,276 shares; 2025Q1: 55,830 shares; 2025Q2: 55,812 shares; 2025Q3: 56,086 shares; 2025Q4: 56,046 shares; 2026Q1: 105,608 shares; 2026Q2: 106,251 shares 106,251 $1.73M 0.06% +643 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: 18,295 shares; 2024Q4: 14,307 shares; 2025Q1: 13,320 shares; 2025Q2: 11,740 shares; 2025Q3: 12,214 shares; 2025Q4: 12,375 shares; 2026Q1: 12,101 shares; 2026Q2: 12,167 shares 12,167 $1.7M 0.06% +66 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,312 shares; 2024Q4: 22,562 shares; 2025Q1: 31,955 shares; 2025Q2: 32,230 shares; 2025Q3: 30,116 shares; 2025Q4: 29,971 shares; 2026Q1: 27,654 shares; 2026Q2: 18,754 shares 18,754 $1.7M 0.06% -8,900 Timeline KEN KENON HLDGS LTD More: the full row for KENON HLDGS 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: 29,168 shares; 2025Q4: 31,076 shares; 2026Q1: 24,202 shares; 2026Q2: 25,403 shares 25,403 $1.7M 0.06% +1,201 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,275 shares; 2025Q1: 34,595 shares; 2025Q2: 34,587 shares; 2025Q3: 39,326 shares; 2025Q4: 43,849 shares; 2026Q1: 56,880 shares; 2026Q2: 50,176 shares 50,176 $1.7M 0.06% -6,704 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,403 shares; 2024Q4: 10,810 shares; 2025Q1: 12,096 shares; 2025Q2: 13,418 shares; 2025Q3: 14,955 shares; 2025Q4: 15,159 shares; 2026Q1: 15,569 shares; 2026Q2: 16,610 shares 16,610 $1.7M 0.06% +1,041 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: 8,093 shares; 2026Q2: 8,906 shares 8,906 $1.69M 0.06% +813 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: 3,533 shares; 2025Q3: 4,153 shares; 2025Q4: 4,570 shares; 2026Q1: 4,647 shares; 2026Q2: 4,244 shares 4,244 $1.69M 0.06% -403 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,770 shares; 2025Q2: 16,455 shares; 2025Q3: 19,590 shares; 2025Q4: 21,551 shares; 2026Q1: 26,495 shares; 2026Q2: 33,642 shares 33,642 $1.69M 0.06% +7,147 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: 77,223 shares; 2024Q4: 11,409 shares; 2025Q1: 16,415 shares; 2025Q2: 18,618 shares; 2025Q3: 23,122 shares; 2025Q4: 26,962 shares; 2026Q1: 31,494 shares; 2026Q2: 31,491 shares 31,491 $1.65M 0.05% -3 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,023 shares; 2025Q1: 41,964 shares; 2025Q2: 47,385 shares; 2025Q3: 48,717 shares; 2025Q4: 23,595 shares; 2026Q1: 24,868 shares; 2026Q2: 26,422 shares 26,422 $1.64M 0.05% +1,554 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,653 shares; 2025Q2: 2,238 shares; 2025Q3: 2,057 shares; 2025Q4: 2,103 shares; 2026Q1: 2,069 shares; 2026Q2: 1,976 shares 1,976 $1.64M 0.05% -93 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,138 shares; 2025Q3: 14,281 shares; 2025Q4: 29,312 shares; 2026Q1: 34,050 shares; 2026Q2: 34,822 shares 34,822 $1.63M 0.05% +772 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,868 shares; 2025Q2: 2,558 shares; 2025Q3: 2,540 shares; 2025Q4: 2,427 shares; 2026Q1: 2,682 shares; 2026Q2: 2,543 shares 2,543 $1.61M 0.05% -139 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: 17,168 shares; 2024Q4: 17,674 shares; 2025Q1: 30,928 shares; 2025Q2: 47,040 shares; 2025Q3: 46,200 shares; 2025Q4: 55,451 shares; 2026Q1: 57,111 shares; 2026Q2: 64,857 shares 64,857 $1.59M 0.05% +7,746 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: 62,418 shares; 2024Q4: 16,266 shares; 2025Q1: 16,742 shares; 2025Q2: 161,422 shares; 2025Q3: 163,575 shares; 2025Q4: 146,211 shares; 2026Q1: 22,424 shares; 2026Q2: 23,186 shares 23,186 $1.58M 0.05% +762 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,648 shares; 2024Q4: 39,849 shares; 2025Q1: 40,147 shares; 2025Q2: 40,567 shares; 2025Q3: 34,295 shares; 2025Q4: 33,490 shares; 2026Q1: 34,524 shares; 2026Q2: 34,320 shares 34,320 $1.56M 0.05% -204 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,836 shares; 2024Q4: 402,636 shares; 2025Q1: 400,358 shares; 2025Q2: 373,043 shares; 2025Q3: 371,077 shares; 2025Q4: 364,886 shares; 2026Q1: 364,246 shares; 2026Q2: 321,246 shares 321,246 $1.56M 0.05% -43,000 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,508 shares; 2025Q2: 6,481 shares; 2025Q3: 6,431 shares; 2025Q4: 6,571 shares; 2026Q1: 7,601 shares; 2026Q2: 7,855 shares 7,855 $1.55M 0.05% +254 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: 26,507 shares; 2024Q4: 32,083 shares; 2025Q1: 23,782 shares; 2025Q2: 23,890 shares; 2025Q3: 17,966 shares; 2025Q4: 17,707 shares; 2026Q1: 16,614 shares; 2026Q2: 17,092 shares 17,092 $1.55M 0.05% +478 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,037 shares; 2024Q4: 16,764 shares; 2025Q1: 17,014 shares; 2025Q2: 14,895 shares; 2025Q3: 24,513 shares; 2025Q4: 28,802 shares; 2026Q1: 29,591 shares; 2026Q2: 29,832 shares 29,832 $1.55M 0.05% +241 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: 13,375 shares; 2024Q4: not reported; 2025Q1: 9,210 shares; 2025Q2: 9,234 shares; 2025Q3: 7,978 shares; 2025Q4: 6,820 shares; 2026Q1: 6,579 shares; 2026Q2: 6,846 shares 6,846 $1.53M 0.05% +267 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: 12,253 shares; 2024Q4: 12,277 shares; 2025Q1: 12,479 shares; 2025Q2: 10,774 shares; 2025Q3: 10,651 shares; 2025Q4: 11,473 shares; 2026Q1: 13,378 shares; 2026Q2: 12,954 shares 12,954 $1.52M 0.05% -424 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: 13,625 shares; 2024Q4: 13,666 shares; 2025Q1: 14,271 shares; 2025Q2: 14,531 shares; 2025Q3: 15,773 shares; 2025Q4: 15,948 shares; 2026Q1: 15,465 shares; 2026Q2: 15,771 shares 15,771 $1.52M 0.05% +306 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: 14,674 shares; 2024Q4: 17,483 shares; 2025Q1: 15,047 shares; 2025Q2: 16,780 shares; 2025Q3: 20,830 shares; 2025Q4: 16,295 shares; 2026Q1: 17,563 shares; 2026Q2: 18,176 shares 18,176 $1.52M 0.05% +613 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,450 shares; 2025Q2: 7,763 shares; 2025Q3: 24,891 shares; 2025Q4: 13,431 shares; 2026Q1: 13,082 shares; 2026Q2: 9,334 shares 9,334 $1.51M 0.05% -3,748 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,272 shares; 2026Q2: 38,077 shares 38,077 $1.51M 0.05% -195 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,812 shares 13,812 $1.5M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 14,157 shares; 2025Q2: 14,575 shares; 2025Q3: 14,147 shares; 2025Q4: 13,733 shares; 2026Q1: 13,599 shares; 2026Q2: 14,670 shares 14,670 $1.5M 0.05% +1,071 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,009 shares; 2026Q1: not reported; 2026Q2: 16,116 shares 16,116 $1.5M 0.05% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,456 shares; 2025Q2: 3,012 shares; 2025Q3: 3,105 shares; 2025Q4: 3,086 shares; 2026Q1: 2,815 shares; 2026Q2: 3,022 shares 3,022 $1.48M 0.05% +207 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: 17,066 shares; 2024Q4: 35,316 shares; 2025Q1: 37,237 shares; 2025Q2: 38,218 shares; 2025Q3: 38,922 shares; 2025Q4: 38,185 shares; 2026Q1: 36,901 shares; 2026Q2: 36,055 shares 36,055 $1.48M 0.05% -846 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: 18,205 shares; 2024Q4: 25,862 shares; 2025Q1: 26,809 shares; 2025Q2: 25,140 shares; 2025Q3: 26,334 shares; 2025Q4: 27,883 shares; 2026Q1: 29,460 shares; 2026Q2: 28,830 shares 28,830 $1.48M 0.05% -630 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: 2,797 shares; 2025Q3: 4,012 shares; 2025Q4: 2,814 shares; 2026Q1: 2,775 shares; 2026Q2: 2,930 shares 2,930 $1.46M 0.05% +155 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: not reported; 2025Q1: 3,816 shares; 2025Q2: 3,801 shares; 2025Q3: 3,852 shares; 2025Q4: 3,550 shares; 2026Q1: 5,786 shares; 2026Q2: 5,357 shares 5,357 $1.45M 0.05% -429 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: 53,235 shares; 2024Q4: not reported; 2025Q1: 7,791 shares; 2025Q2: 16,292 shares; 2025Q3: 20,950 shares; 2025Q4: 19,860 shares; 2026Q1: 20,934 shares; 2026Q2: 31,560 shares 31,560 $1.44M 0.05% +10,626 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,745 shares; 2025Q2: 8,419 shares; 2025Q3: 7,916 shares; 2025Q4: 8,106 shares; 2026Q1: 6,126 shares; 2026Q2: 6,257 shares 6,257 $1.44M 0.05% +131 Timeline IBDW 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: 17,453 shares; 2025Q3: 19,777 shares; 2025Q4: 38,629 shares; 2026Q1: 62,632 shares; 2026Q2: 68,497 shares 68,497 $1.43M 0.05% +5,865 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares; 2026Q2: 2,234 shares 2,234 $1.43M 0.05% +1,164 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,498 shares; 2024Q4: 79,425 shares; 2025Q1: 79,825 shares; 2025Q2: 78,407 shares; 2025Q3: 49,043 shares; 2025Q4: 44,554 shares; 2026Q1: 43,689 shares; 2026Q2: 44,535 shares 44,535 $1.42M 0.05% +846 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: not reported; 2025Q1: 25,708 shares; 2025Q2: 25,406 shares; 2025Q3: 15,419 shares; 2025Q4: 15,194 shares; 2026Q1: 14,384 shares; 2026Q2: 5,987 shares 5,987 $1.42M 0.05% -8,397 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,100 shares; 2025Q3: not reported; 2025Q4: 8,860 shares; 2026Q1: 8,805 shares; 2026Q2: 9,005 shares 9,005 $1.4M 0.05% +200 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 10,473 shares; 2025Q3: 10,196 shares; 2025Q4: 10,693 shares; 2026Q1: 10,270 shares; 2026Q2: 10,489 shares 10,489 $1.4M 0.05% +219 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,000 shares 32,000 $1.38M 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,055 shares; 2025Q2: 3,303 shares; 2025Q3: 3,200 shares; 2025Q4: 4,007 shares; 2026Q1: 5,087 shares; 2026Q2: 4,612 shares 4,612 $1.37M 0.04% -475 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,439 shares; 2025Q2: 9,435 shares; 2025Q3: 7,781 shares; 2025Q4: 7,632 shares; 2026Q1: 7,212 shares; 2026Q2: 5,377 shares 5,377 $1.37M 0.04% -1,835 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,499 shares; 2025Q2: 58,663 shares; 2025Q3: 68,118 shares; 2025Q4: 64,795 shares; 2026Q1: 6,460 shares; 2026Q2: 9,362 shares 9,362 $1.37M 0.04% +2,902 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,050 shares; 2024Q4: 168,588 shares; 2025Q1: 164,765 shares; 2025Q2: 164,342 shares; 2025Q3: 162,364 shares; 2025Q4: 159,867 shares; 2026Q1: 157,253 shares; 2026Q2: 147,782 shares 147,782 $1.36M 0.04% -9,471 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,935 shares; 2025Q2: 8,405 shares; 2025Q3: 4,403 shares; 2025Q4: 4,241 shares; 2026Q1: 8,657 shares; 2026Q2: 9,985 shares 9,985 $1.36M 0.04% +1,328 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,138 shares; 2024Q4: 57,265 shares; 2025Q1: 57,951 shares; 2025Q2: 57,609 shares; 2025Q3: 58,869 shares; 2025Q4: 54,726 shares; 2026Q1: 39,143 shares; 2026Q2: 32,738 shares 32,738 $1.33M 0.04% -6,405 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,164 shares; 2024Q4: 12,020 shares; 2025Q1: 11,459 shares; 2025Q2: 14,547 shares; 2025Q3: 14,996 shares; 2025Q4: 22,945 shares; 2026Q1: 23,485 shares; 2026Q2: 29,270 shares 29,270 $1.33M 0.04% +5,785 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,951 shares; 2024Q4: 30,045 shares; 2025Q1: 30,400 shares; 2025Q2: 31,501 shares; 2025Q3: 31,591 shares; 2025Q4: 29,784 shares; 2026Q1: 29,949 shares; 2026Q2: 29,511 shares 29,511 $1.32M 0.04% -438 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,282 shares; 2025Q2: 8,463 shares; 2025Q3: 8,436 shares; 2025Q4: 8,442 shares; 2026Q1: 9,236 shares; 2026Q2: 9,080 shares 9,080 $1.31M 0.04% -156 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: 24,176 shares; 2024Q4: 24,798 shares; 2025Q1: 16,317 shares; 2025Q2: 13,965 shares; 2025Q3: 16,786 shares; 2025Q4: 16,169 shares; 2026Q1: 12,995 shares; 2026Q2: 11,424 shares 11,424 $1.3M 0.04% -1,571 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,876 shares; 2024Q4: 92,401 shares; 2025Q1: 93,651 shares; 2025Q2: 93,651 shares; 2025Q3: 91,626 shares; 2025Q4: 91,626 shares; 2026Q1: 91,626 shares; 2026Q2: 91,588 shares 91,588 $1.3M 0.04% -38 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,013 shares; 2024Q4: 19,475 shares; 2025Q1: 19,278 shares; 2025Q2: 18,860 shares; 2025Q3: 15,081 shares; 2025Q4: 14,885 shares; 2026Q1: 14,791 shares; 2026Q2: 13,978 shares 13,978 $1.3M 0.04% -813 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,047 shares; 2025Q1: 11,228 shares; 2025Q2: 11,683 shares; 2025Q3: 11,645 shares; 2025Q4: 11,916 shares; 2026Q1: 11,738 shares; 2026Q2: 12,005 shares 12,005 $1.28M 0.04% +267 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,166 shares; 2024Q4: 38,792 shares; 2025Q1: 34,828 shares; 2025Q2: 31,342 shares; 2025Q3: 31,057 shares; 2025Q4: 31,400 shares; 2026Q1: 29,694 shares; 2026Q2: 26,546 shares 26,546 $1.28M 0.04% -3,148 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: 36,273 shares; 2024Q4: 36,883 shares; 2025Q1: 37,013 shares; 2025Q2: 37,967 shares; 2025Q3: 42,813 shares; 2025Q4: 47,508 shares; 2026Q1: 48,068 shares; 2026Q2: 48,478 shares 48,478 $1.27M 0.04% +410 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,803 shares; 2025Q2: 6,846 shares; 2025Q3: 6,539 shares; 2025Q4: 13,949 shares; 2026Q1: 13,153 shares; 2026Q2: 13,600 shares 13,600 $1.25M 0.04% +447 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,291 shares; 2024Q4: not reported; 2025Q1: 8,463 shares; 2025Q2: 8,454 shares; 2025Q3: 7,855 shares; 2025Q4: 8,339 shares; 2026Q1: 7,282 shares; 2026Q2: 7,924 shares 7,924 $1.25M 0.04% +642 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: 15,442 shares; 2024Q4: not reported; 2025Q1: 9,345 shares; 2025Q2: 9,585 shares; 2025Q3: 8,185 shares; 2025Q4: 9,222 shares; 2026Q1: 8,969 shares; 2026Q2: 7,989 shares 7,989 $1.25M 0.04% -980 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: 1,223 shares; 2025Q3: 1,525 shares; 2025Q4: 1,686 shares; 2026Q1: 1,692 shares; 2026Q2: 1,737 shares 1,737 $1.25M 0.04% +45 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,163 shares; 2025Q2: 3,273 shares; 2025Q3: 3,231 shares; 2025Q4: 3,288 shares; 2026Q1: 3,408 shares; 2026Q2: 3,492 shares 3,492 $1.24M 0.04% +84 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,828 shares; 2024Q4: not reported; 2025Q1: 20,505 shares; 2025Q2: 10,887 shares; 2025Q3: 10,856 shares; 2025Q4: 12,160 shares; 2026Q1: 9,302 shares; 2026Q2: 15,260 shares 15,260 $1.24M 0.04% +5,958 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,509 shares; 2025Q1: 23,565 shares; 2025Q2: 23,634 shares; 2025Q3: 23,723 shares; 2025Q4: 23,811 shares; 2026Q1: 23,905 shares; 2026Q2: 24,002 shares 24,002 $1.23M 0.04% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,683 shares; 2025Q4: 7,718 shares; 2026Q1: 11,873 shares; 2026Q2: 13,750 shares 13,750 $1.23M 0.04% +1,877 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,758 shares; 2024Q4: 32,587 shares; 2025Q1: 32,606 shares; 2025Q2: 32,879 shares; 2025Q3: 35,731 shares; 2025Q4: 36,818 shares; 2026Q1: 47,643 shares; 2026Q2: 54,808 shares 54,808 $1.23M 0.04% +7,165 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,423 shares; 2025Q2: 9,441 shares; 2025Q3: 11,584 shares; 2025Q4: 14,570 shares; 2026Q1: 14,490 shares; 2026Q2: 13,456 shares 13,456 $1.22M 0.04% -1,034 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,493 shares; 2025Q1: 15,275 shares; 2025Q2: 23,217 shares; 2025Q3: 26,193 shares; 2025Q4: 21,315 shares; 2026Q1: 21,575 shares; 2026Q2: 23,313 shares 23,313 $1.22M 0.04% +1,738 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,010 shares; 2024Q4: 48,036 shares; 2025Q1: 49,860 shares; 2025Q2: 51,556 shares; 2025Q3: 55,094 shares; 2025Q4: 58,218 shares; 2026Q1: 60,920 shares; 2026Q2: 65,149 shares 65,149 $1.22M 0.04% +4,229 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,944 shares; 2024Q4: 22,802 shares; 2025Q1: 31,870 shares; 2025Q2: 35,440 shares; 2025Q3: 8,367 shares; 2025Q4: 8,760 shares; 2026Q1: 8,707 shares; 2026Q2: 20,870 shares 20,870 $1.21M 0.04% +12,163 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 201 shares; 2025Q3: 112 shares; 2025Q4: 115 shares; 2026Q1: 256 shares; 2026Q2: 6,665 shares 6,665 $1.19M 0.04% +6,409 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,517 shares; 2025Q2: 5,282 shares; 2025Q3: 5,226 shares; 2025Q4: 4,798 shares; 2026Q1: 4,942 shares; 2026Q2: 4,188 shares 4,188 $1.18M 0.04% -754 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 722 shares; 2025Q3: 757 shares; 2025Q4: 2,228 shares; 2026Q1: 2,383 shares; 2026Q2: 2,319 shares 2,319 $1.18M 0.04% -64 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,457 shares; 2024Q4: 10,530 shares; 2025Q1: 27,422 shares; 2025Q2: 12,220 shares; 2025Q3: 11,945 shares; 2025Q4: 12,015 shares; 2026Q1: 11,470 shares; 2026Q2: 11,370 shares 11,370 $1.17M 0.04% -100 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: 8,643 shares; 2025Q2: 6,775 shares; 2025Q3: 6,710 shares; 2025Q4: 6,566 shares; 2026Q1: 6,899 shares; 2026Q2: 6,662 shares 6,662 $1.17M 0.04% -237 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,958 shares; 2024Q4: 14,377 shares; 2025Q1: 16,163 shares; 2025Q2: 16,548 shares; 2025Q3: 17,391 shares; 2025Q4: 18,556 shares; 2026Q1: 27,530 shares; 2026Q2: 29,944 shares 29,944 $1.17M 0.04% +2,414 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: not reported; 2024Q4: not reported; 2025Q1: 8,970 shares; 2025Q2: 9,358 shares; 2025Q3: 9,998 shares; 2025Q4: 10,084 shares; 2026Q1: 10,294 shares; 2026Q2: 20,753 shares 20,753 $1.17M 0.04% +10,459 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 2,263 shares; 2025Q3: 2,240 shares; 2025Q4: 4,010 shares; 2026Q1: 6,294 shares; 2026Q2: 7,151 shares 7,151 $1.16M 0.04% +857 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,901 shares; 2025Q2: 3,261 shares; 2025Q3: 3,230 shares; 2025Q4: 3,733 shares; 2026Q1: 3,932 shares; 2026Q2: 3,155 shares 3,155 $1.15M 0.04% -777 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,339 shares; 2025Q2: 7,339 shares; 2025Q3: 7,339 shares; 2025Q4: 7,339 shares; 2026Q1: 7,339 shares; 2026Q2: 7,339 shares 7,339 $1.15M 0.04% 0 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,960 shares; 2026Q1: 26,916 shares; 2026Q2: 27,986 shares 27,986 $1.14M 0.04% +1,070 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,780 shares; 2026Q2: 11,278 shares 11,278 $1.14M 0.04% +498 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,527 shares; 2024Q4: 21,114 shares; 2025Q1: 18,118 shares; 2025Q2: 9,520 shares; 2025Q3: 9,365 shares; 2025Q4: 9,173 shares; 2026Q1: 9,122 shares; 2026Q2: 9,419 shares 9,419 $1.13M 0.04% +297 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: 5,633 shares; 2026Q2: 11,477 shares 11,477 $1.13M 0.04% +5,844 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 2,057 shares; 2025Q3: 1,905 shares; 2025Q4: 1,741 shares; 2026Q1: 1,698 shares; 2026Q2: 1,342 shares 1,342 $1.13M 0.04% -356 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,594 shares; 2024Q4: 19,841 shares; 2025Q1: 21,255 shares; 2025Q2: 12,291 shares; 2025Q3: 11,997 shares; 2025Q4: 12,658 shares; 2026Q1: 11,980 shares; 2026Q2: 11,816 shares 11,816 $1.12M 0.04% -164 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,380 shares; 2025Q2: 10,848 shares; 2025Q3: 16,908 shares; 2025Q4: 18,303 shares; 2026Q1: 21,360 shares; 2026Q2: 33,613 shares 33,613 $1.12M 0.04% +12,253 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,324 shares; 2025Q2: 6,309 shares; 2025Q3: 6,402 shares; 2025Q4: 6,424 shares; 2026Q1: 6,934 shares; 2026Q2: 6,867 shares 6,867 $1.12M 0.04% -67 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,312 shares; 2025Q2: 3,173 shares; 2025Q3: 3,318 shares; 2025Q4: 3,905 shares; 2026Q1: 4,138 shares; 2026Q2: 4,538 shares 4,538 $1.12M 0.04% +400 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,688 shares; 2024Q4: 18,034 shares; 2025Q1: 14,848 shares; 2025Q2: 14,112 shares; 2025Q3: 13,979 shares; 2025Q4: 15,037 shares; 2026Q1: 15,550 shares; 2026Q2: 14,395 shares 14,395 $1.12M 0.04% -1,155 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 2,729 shares; 2025Q3: 2,820 shares; 2025Q4: 3,032 shares; 2026Q1: 3,200 shares; 2026Q2: 3,329 shares 3,329 $1.11M 0.04% +129 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,567 shares; 2024Q4: 20,021 shares; 2025Q1: 20,024 shares; 2025Q2: 20,026 shares; 2025Q3: 20,149 shares; 2025Q4: 20,158 shares; 2026Q1: 20,159 shares; 2026Q2: 20,145 shares 20,145 $1.11M 0.04% -14 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,322 shares; 2026Q1: 23,441 shares; 2026Q2: 23,675 shares 23,675 $1.11M 0.04% +234 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 1,032 shares; 2025Q3: 1,027 shares; 2025Q4: 3,553 shares; 2026Q1: 3,967 shares; 2026Q2: 3,786 shares 3,786 $1.1M 0.04% -181 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,854 shares; 2025Q4: 8,790 shares; 2026Q1: 9,627 shares; 2026Q2: 11,022 shares 11,022 $1.1M 0.04% +1,395 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: 11,711 shares; 2024Q4: 18,747 shares; 2025Q1: 37,611 shares; 2025Q2: 23,041 shares; 2025Q3: 23,399 shares; 2025Q4: 22,898 shares; 2026Q1: 23,593 shares; 2026Q2: 23,022 shares 23,022 $1.09M 0.04% -571 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,750 shares; 2025Q2: 39,237 shares; 2025Q3: 47,090 shares; 2025Q4: 49,257 shares; 2026Q1: 49,868 shares; 2026Q2: 81,145 shares 81,145 $1.09M 0.04% +31,277 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,358 shares; 2024Q4: 25,594 shares; 2025Q1: 25,668 shares; 2025Q2: 26,208 shares; 2025Q3: 25,786 shares; 2025Q4: 25,923 shares; 2026Q1: 26,037 shares; 2026Q2: 26,351 shares 26,351 $1.09M 0.04% +314 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: 10,886 shares; 2024Q4: 14,824 shares; 2025Q1: 15,334 shares; 2025Q2: 15,006 shares; 2025Q3: 15,099 shares; 2025Q4: 15,676 shares; 2026Q1: 15,488 shares; 2026Q2: 14,662 shares 14,662 $1.09M 0.04% -826 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,666 shares; 2025Q3: 1,895 shares; 2025Q4: 1,908 shares; 2026Q1: 2,146 shares; 2026Q2: 3,125 shares 3,125 $1.07M 0.04% +979 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,997 shares; 2025Q1: 18,440 shares; 2025Q2: 18,712 shares; 2025Q3: 15,151 shares; 2025Q4: 17,635 shares; 2026Q1: 16,317 shares; 2026Q2: 15,651 shares 15,651 $1.07M 0.04% -666 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: 13,371 shares; 2024Q4: 16,460 shares; 2025Q1: 22,077 shares; 2025Q2: 21,909 shares; 2025Q3: 7,621 shares; 2025Q4: 4,185 shares; 2026Q1: 4,630 shares; 2026Q2: 6,359 shares 6,359 $1.07M 0.03% +1,729 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 1,345 shares; 2025Q3: 1,344 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares; 2026Q2: 543 shares 543 $1.06M 0.03% -824 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 5,765 shares; 2025Q4: 7,111 shares; 2026Q1: 6,927 shares; 2026Q2: 13,906 shares 13,906 $1.06M 0.03% +6,979 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: 48,428 shares; 2024Q4: 10,496 shares; 2025Q1: 10,909 shares; 2025Q2: 10,765 shares; 2025Q3: 8,403 shares; 2025Q4: 11,399 shares; 2026Q1: 10,700 shares; 2026Q2: 10,938 shares 10,938 $1.05M 0.03% +238 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares; 2026Q1: 2,014 shares; 2026Q2: 1,997 shares 1,997 $1.04M 0.03% -17 Timeline CGIC 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: 21,785 shares; 2026Q1: 25,188 shares; 2026Q2: 28,651 shares 28,651 $1.04M 0.03% +3,463 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,234 shares; 2024Q4: 21,443 shares; 2025Q1: 19,024 shares; 2025Q2: 10,714 shares; 2025Q3: 10,265 shares; 2025Q4: 24,259 shares; 2026Q1: 28,709 shares; 2026Q2: 30,426 shares 30,426 $1.03M 0.03% +1,717 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: 10,386 shares; 2024Q4: not reported; 2025Q1: 6,481 shares; 2025Q2: 6,687 shares; 2025Q3: 6,571 shares; 2025Q4: 7,216 shares; 2026Q1: 7,353 shares; 2026Q2: 6,566 shares 6,566 $1.03M 0.03% -787 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,534 shares; 2025Q2: 1,445 shares; 2025Q3: 1,171 shares; 2025Q4: 2,835 shares; 2026Q1: 2,531 shares; 2026Q2: 2,643 shares 2,643 $1.02M 0.03% +112 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,504 shares; 2025Q3: 4,045 shares; 2025Q4: 4,055 shares; 2026Q1: 4,243 shares; 2026Q2: 4,815 shares 4,815 $1.02M 0.03% +572 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,786 shares; 2025Q2: 4,893 shares; 2025Q3: 4,905 shares; 2025Q4: 4,856 shares; 2026Q1: 5,182 shares; 2026Q2: 6,054 shares 6,054 $1.02M 0.03% +872 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,922 shares; 2026Q1: 19,226 shares; 2026Q2: 20,553 shares 20,553 $1.01M 0.03% +1,327 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: 197,377 shares; 2024Q4: 27,888 shares; 2025Q1: 25,291 shares; 2025Q2: 20,543 shares; 2025Q3: 21,096 shares; 2025Q4: 21,086 shares; 2026Q1: 18,788 shares; 2026Q2: 21,773 shares 21,773 $1M 0.03% +2,985 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,992 shares; 2025Q3: 3,320 shares; 2025Q4: 6,422 shares; 2026Q1: 5,917 shares; 2026Q2: 6,057 shares 6,057 $1M 0.03% +140 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,878 shares; 2025Q3: 1,874 shares; 2025Q4: 1,491 shares; 2026Q1: 2,493 shares; 2026Q2: 2,410 shares 2,410 $1M 0.03% -83 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,158 shares; 2025Q2: 4,418 shares; 2025Q3: 4,117 shares; 2025Q4: 4,216 shares; 2026Q1: 4,349 shares; 2026Q2: 4,291 shares 4,291 $1M 0.03% -58 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,365 shares; 2024Q4: 41,142 shares; 2025Q1: 51,127 shares; 2025Q2: 308,088 shares; 2025Q3: 280,272 shares; 2025Q4: 210,302 shares; 2026Q1: 31,477 shares; 2026Q2: 32,980 shares 32,980 $995K 0.03% +1,503 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,273 shares; 2024Q4: not reported; 2025Q1: 6,054 shares; 2025Q2: 42,269 shares; 2025Q3: 41,544 shares; 2025Q4: 21,649 shares; 2026Q1: 20,357 shares; 2026Q2: 19,933 shares 19,933 $992K 0.03% -424 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: 19,485 shares; 2024Q4: 26,414 shares; 2025Q1: 29,062 shares; 2025Q2: 28,186 shares; 2025Q3: 27,661 shares; 2025Q4: 27,329 shares; 2026Q1: 25,044 shares; 2026Q2: 22,532 shares 22,532 $992K 0.03% -2,512 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,731 shares; 2025Q2: 1,779 shares; 2025Q3: 1,829 shares; 2025Q4: 2,027 shares; 2026Q1: 1,873 shares; 2026Q2: 1,904 shares 1,904 $988K 0.03% +31 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,340 shares; 2025Q2: 3,049 shares; 2025Q3: 3,139 shares; 2025Q4: 3,182 shares; 2026Q1: 2,797 shares; 2026Q2: 1,303 shares 1,303 $984K 0.03% -1,494 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: 3,056 shares; 2026Q1: 10,115 shares; 2026Q2: 10,178 shares 10,178 $982K 0.03% +63 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: 37,078 shares; 2024Q4: 26,575 shares; 2025Q1: 19,079 shares; 2025Q2: 18,778 shares; 2025Q3: 17,889 shares; 2025Q4: 18,677 shares; 2026Q1: 16,956 shares; 2026Q2: 16,125 shares 16,125 $974K 0.03% -831 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,495 shares; 2025Q2: 12,373 shares; 2025Q3: 11,654 shares; 2025Q4: 10,674 shares; 2026Q1: 10,849 shares; 2026Q2: 10,660 shares 10,660 $973K 0.03% -189 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: 54,042 shares; 2024Q4: 42,918 shares; 2025Q1: 44,247 shares; 2025Q2: 51,342 shares; 2025Q3: 52,044 shares; 2025Q4: 19,020 shares; 2026Q1: 20,563 shares; 2026Q2: 22,434 shares 22,434 $971K 0.03% +1,871 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,341 shares; 2025Q4: 4,670 shares; 2026Q1: 4,889 shares; 2026Q2: 5,157 shares 5,157 $971K 0.03% +268 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: 5,914 shares; 2025Q3: 5,313 shares; 2025Q4: 5,313 shares; 2026Q1: 6,153 shares; 2026Q2: 6,073 shares 6,073 $971K 0.03% -80 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,033 shares; 2025Q2: 6,131 shares; 2025Q3: 5,626 shares; 2025Q4: 5,563 shares; 2026Q1: 5,130 shares; 2026Q2: 5,006 shares 5,006 $953K 0.03% -124 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,735 shares; 2025Q3: 8,487 shares; 2025Q4: 7,259 shares; 2026Q1: 4,145 shares; 2026Q2: 3,313 shares 3,313 $948K 0.03% -832 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,558 shares; 2025Q1: 12,663 shares; 2025Q2: 12,683 shares; 2025Q3: 24,783 shares; 2025Q4: 41,314 shares; 2026Q1: 40,601 shares; 2026Q2: 44,398 shares 44,398 $947K 0.03% +3,797 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,417 shares; 2024Q4: 15,421 shares; 2025Q1: 15,426 shares; 2025Q2: 15,044 shares; 2025Q3: 15,050 shares; 2025Q4: 14,662 shares; 2026Q1: 14,664 shares; 2026Q2: 14,664 shares 14,664 $946K 0.03% 0 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: 32,577 shares; 2024Q4: not reported; 2025Q1: 9,854 shares; 2025Q2: 8,845 shares; 2025Q3: 7,828 shares; 2025Q4: 7,909 shares; 2026Q1: 8,295 shares; 2026Q2: 8,648 shares 8,648 $931K 0.03% +353 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,752 shares; 2024Q4: 15,865 shares; 2025Q1: 15,067 shares; 2025Q2: 14,841 shares; 2025Q3: 14,823 shares; 2025Q4: 12,633 shares; 2026Q1: 12,621 shares; 2026Q2: 12,620 shares 12,620 $927K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: 7,667 shares; 2025Q2: 7,482 shares; 2025Q3: 8,256 shares; 2025Q4: 8,239 shares; 2026Q1: 8,577 shares; 2026Q2: 8,431 shares 8,431 $923K 0.03% -146 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 2,196 shares; 2025Q3: 1,861 shares; 2025Q4: 1,940 shares; 2026Q1: 1,777 shares; 2026Q2: 1,786 shares 1,786 $920K 0.03% +9 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,109 shares; 2024Q4: 37,929 shares; 2025Q1: 37,949 shares; 2025Q2: 40,096 shares; 2025Q3: 40,155 shares; 2025Q4: 40,189 shares; 2026Q1: 40,210 shares; 2026Q2: 40,232 shares 40,232 $919K 0.03% +22 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: not reported; 2025Q1: 827 shares; 2025Q2: 12,936 shares; 2025Q3: 13,017 shares; 2025Q4: 13,142 shares; 2026Q1: 10,120 shares; 2026Q2: 9,893 shares 9,893 $911K 0.03% -227 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: 388,479 shares; 2024Q4: not reported; 2025Q1: 8,022 shares; 2025Q2: 8,482 shares; 2025Q3: 8,190 shares; 2025Q4: 9,324 shares; 2026Q1: 5,862 shares; 2026Q2: 10,645 shares 10,645 $910K 0.03% +4,783 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 296 shares; 2025Q4: 264 shares; 2026Q1: 395 shares; 2026Q2: 536 shares 536 $910K 0.03% +141 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,756 shares; 2025Q1: 11,839 shares; 2025Q2: 11,235 shares; 2025Q3: 10,276 shares; 2025Q4: 27,746 shares; 2026Q1: 26,533 shares; 2026Q2: 17,703 shares 17,703 $900K 0.03% -8,830 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,895 shares; 2025Q4: 15,883 shares; 2026Q1: 15,716 shares; 2026Q2: 16,880 shares 16,880 $899K 0.03% +1,164 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,351 shares; 2024Q4: 14,570 shares; 2025Q1: 16,760 shares; 2025Q2: 8,311 shares; 2025Q3: 12,755 shares; 2025Q4: 12,540 shares; 2026Q1: 13,805 shares; 2026Q2: 13,665 shares 13,665 $897K 0.03% -140 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 673 shares; 2025Q3: 672 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 651 shares 651 $885K 0.03% -42 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: 18,968 shares; 2024Q4: 20,974 shares; 2025Q1: 21,151 shares; 2025Q2: 20,284 shares; 2025Q3: 20,499 shares; 2025Q4: 19,977 shares; 2026Q1: 20,299 shares; 2026Q2: 18,943 shares 18,943 $883K 0.03% -1,356 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 2,049 shares; 2025Q3: 2,051 shares; 2025Q4: 4,746 shares; 2026Q1: 4,899 shares; 2026Q2: 4,538 shares 4,538 $877K 0.03% -361 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,667 shares; 2025Q2: 3,345 shares; 2025Q3: 4,117 shares; 2025Q4: 4,310 shares; 2026Q1: 3,962 shares; 2026Q2: 4,500 shares 4,500 $876K 0.03% +538 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,570 shares; 2025Q2: 6,637 shares; 2025Q3: 5,531 shares; 2025Q4: 5,815 shares; 2026Q1: 4,915 shares; 2026Q2: 3,891 shares 3,891 $871K 0.03% -1,024 Timeline RWJ 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: 14,046 shares; 2025Q1: 17,922 shares; 2025Q2: 17,993 shares; 2025Q3: 14,047 shares; 2025Q4: 14,048 shares; 2026Q1: 13,636 shares; 2026Q2: 14,635 shares 14,635 $871K 0.03% +999 Timeline PFXF 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: 22,045 shares; 2024Q4: 43,460 shares; 2025Q1: 46,530 shares; 2025Q2: 45,955 shares; 2025Q3: 46,067 shares; 2025Q4: 45,742 shares; 2026Q1: 48,996 shares; 2026Q2: 48,720 shares 48,720 $869K 0.03% -276 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,400 shares; 2025Q1: 31,620 shares; 2025Q2: 31,853 shares; 2025Q3: 27,738 shares; 2025Q4: 27,930 shares; 2026Q1: 17,833 shares; 2026Q2: 17,923 shares 17,923 $869K 0.03% +90 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,545 shares; 2024Q4: 48,189 shares; 2025Q1: not reported; 2025Q2: 48,789 shares; 2025Q3: 63,344 shares; 2025Q4: 33,189 shares; 2026Q1: 17,111 shares; 2026Q2: 17,963 shares 17,963 $862K 0.03% +852 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING 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: 324,830 shares; 2025Q4: 321,944 shares; 2026Q1: 213,144 shares; 2026Q2: 207,944 shares 207,944 $859K 0.03% -5,200 Timeline