NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,386 shares; 2024Q4: 210,811 shares; 2025Q1: 223,865 shares; 2025Q2: 222,547 shares; 2025Q3: 217,634 shares; 2025Q4: 221,238 shares; 2026Q1: 171,147 shares; 2026Q2: 247,081 shares 247,081 $49.4M 4.48% +75,934 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 98,851 shares; 2025Q1: 98,893 shares; 2025Q2: 98,907 shares; 2025Q3: 98,956 shares; 2025Q4: 98,906 shares; 2026Q1: 98,896 shares; 2026Q2: 98,891 shares 98,891 $45.4M 4.12% -5 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: 96,141 shares; 2024Q4: 93,771 shares; 2025Q1: 122,757 shares; 2025Q2: 206,618 shares; 2025Q3: 176,389 shares; 2025Q4: 215,512 shares; 2026Q1: 49,394 shares; 2026Q2: 458,902 shares 458,902 $42.1M 3.81% +409,508 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: 80,807 shares; 2024Q4: 86,284 shares; 2025Q1: 86,240 shares; 2025Q2: 85,913 shares; 2025Q3: 84,216 shares; 2025Q4: 83,164 shares; 2026Q1: 72,980 shares; 2026Q2: 82,119 shares 82,119 $29.3M 2.66% +9,139 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,182 shares; 2024Q4: 95,682 shares; 2025Q1: 100,863 shares; 2025Q2: 100,707 shares; 2025Q3: 101,151 shares; 2025Q4: 99,937 shares; 2026Q1: 80,805 shares; 2026Q2: 99,152 shares 99,152 $28.7M 2.6% +18,347 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: 50,938 shares; 2024Q4: 57,944 shares; 2025Q1: 59,712 shares; 2025Q2: 62,830 shares; 2025Q3: 63,370 shares; 2025Q4: 66,385 shares; 2026Q1: 43,415 shares; 2026Q2: 65,129 shares 65,129 $24.3M 2.2% +21,714 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: 23,526 shares; 2024Q4: 24,505 shares; 2025Q1: 27,949 shares; 2025Q2: 20,824 shares; 2025Q3: 41,446 shares; 2025Q4: 42,006 shares; 2026Q1: 8,399 shares; 2026Q2: 19,781 shares 19,781 $22.8M 2.07% +11,382 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: 94,745 shares; 2024Q4: 102,604 shares; 2025Q1: 117,656 shares; 2025Q2: 167,696 shares; 2025Q3: 247,183 shares; 2025Q4: 287,063 shares; 2026Q1: 50,441 shares; 2026Q2: 378,254 shares 378,254 $19.6M 1.78% +327,813 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: 33,885 shares; 2024Q4: 36,880 shares; 2025Q1: 46,173 shares; 2025Q2: 47,820 shares; 2025Q3: 50,237 shares; 2025Q4: 51,380 shares; 2026Q1: 15,889 shares; 2026Q2: 51,372 shares 51,372 $18.2M 1.65% +35,483 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: 68,864 shares; 2024Q4: 83,469 shares; 2025Q1: 91,533 shares; 2025Q2: 96,031 shares; 2025Q3: 97,986 shares; 2025Q4: 70,174 shares; 2026Q1: 60,059 shares; 2026Q2: 72,285 shares 72,285 $17.2M 1.56% +12,226 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: 1,591 shares; 2024Q4: 2,595 shares; 2025Q1: 2,873 shares; 2025Q2: 2,966 shares; 2025Q3: 3,745 shares; 2025Q4: 3,797 shares; 2026Q1: 3,365 shares; 2026Q2: 13,340 shares 13,340 $16M 1.45% +9,975 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,338 shares; 2024Q4: 323,289 shares; 2025Q1: 314,468 shares; 2025Q2: 348,131 shares; 2025Q3: 359,192 shares; 2025Q4: 356,940 shares; 2026Q1: 285,455 shares; 2026Q2: 354,915 shares 354,915 $15.1M 1.37% +69,460 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,530 shares; 2024Q4: 20,221 shares; 2025Q1: 28,029 shares; 2025Q2: 35,262 shares; 2025Q3: 41,003 shares; 2025Q4: 56,930 shares; 2026Q1: 8,950 shares; 2026Q2: 62,939 shares 62,939 $15M 1.36% +53,989 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: 125,575 shares; 2024Q4: 122,798 shares; 2025Q1: 137,851 shares; 2025Q2: 152,760 shares; 2025Q3: 166,101 shares; 2025Q4: 176,525 shares; 2026Q1: 54,418 shares; 2026Q2: 197,545 shares 197,545 $14.7M 1.33% +143,127 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: 584,333 shares; 2024Q4: 630,896 shares; 2025Q1: 705,239 shares; 2025Q2: 954,599 shares; 2025Q3: 1,139,528 shares; 2025Q4: 1,355,114 shares; 2026Q1: 162,025 shares; 2026Q2: 1,115,176 shares 1,115,176 $12.2M 1.1% +953,151 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,086 shares; 2025Q2: 117,265 shares; 2025Q3: 332,230 shares; 2025Q4: 340,318 shares; 2026Q1: 188,847 shares; 2026Q2: 359,591 shares 359,591 $12M 1.09% +170,744 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: 23,219 shares; 2024Q4: 22,230 shares; 2025Q1: 23,946 shares; 2025Q2: 18,216 shares; 2025Q3: 18,285 shares; 2025Q4: 16,035 shares; 2026Q1: 695 shares; 2026Q2: 15,985 shares 15,985 $11.8M 1.07% +15,290 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,690 shares; 2025Q3: 72,494 shares; 2025Q4: 126,087 shares; 2026Q1: 21,521 shares; 2026Q2: 148,714 shares 148,714 $11.4M 1.04% +127,193 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: 52,604 shares; 2024Q4: 57,286 shares; 2025Q1: 42,668 shares; 2025Q2: 42,939 shares; 2025Q3: 38,508 shares; 2025Q4: 37,706 shares; 2026Q1: 14,802 shares; 2026Q2: 37,392 shares 37,392 $11.3M 1.03% +22,590 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,711 shares; 2024Q4: 19,537 shares; 2025Q1: 17,612 shares; 2025Q2: 17,243 shares; 2025Q3: 61,853 shares; 2025Q4: 64,957 shares; 2026Q1: 18,350 shares; 2026Q2: 97,174 shares 97,174 $11.2M 1.01% +78,824 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: 34,903 shares; 2024Q4: 41,325 shares; 2025Q1: 39,306 shares; 2025Q2: 38,347 shares; 2025Q3: 34,415 shares; 2025Q4: 33,654 shares; 2026Q1: 28,040 shares; 2026Q2: 33,061 shares 33,061 $10.8M 0.98% +5,021 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: 73,031 shares; 2024Q4: 28,429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,945 shares 65,945 $10.4M 0.95% new 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: 186,804 shares; 2024Q4: 163,441 shares; 2025Q1: 155,263 shares; 2025Q2: 141,804 shares; 2025Q3: 146,154 shares; 2025Q4: 137,768 shares; 2026Q1: 122,018 shares; 2026Q2: 127,968 shares 127,968 $10.2M 0.93% +5,950 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,706 shares; 2026Q1: 7,579 shares; 2026Q2: 49,410 shares 49,410 $10.2M 0.93% +41,831 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: 20,686 shares; 2024Q4: 20,166 shares; 2025Q1: 23,965 shares; 2025Q2: 26,769 shares; 2025Q3: 28,891 shares; 2025Q4: 30,412 shares; 2026Q1: 2,150 shares; 2026Q2: 26,769 shares 26,769 $9.86M 0.89% +24,619 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: 18,122 shares; 2024Q4: 21,476 shares; 2025Q1: 21,403 shares; 2025Q2: 21,132 shares; 2025Q3: 21,752 shares; 2025Q4: 21,768 shares; 2026Q1: 16,678 shares; 2026Q2: 22,917 shares 22,917 $9.64M 0.87% +6,239 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: 20,014 shares; 2024Q4: 21,901 shares; 2025Q1: 22,197 shares; 2025Q2: 21,147 shares; 2025Q3: 21,011 shares; 2025Q4: 20,928 shares; 2026Q1: 20,123 shares; 2026Q2: 25,285 shares 25,285 $9.55M 0.87% +5,162 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,471 shares; 2025Q2: 28,016 shares; 2025Q3: 31,549 shares; 2025Q4: 31,186 shares; 2026Q1: 11,271 shares; 2026Q2: 32,199 shares 32,199 $9.36M 0.85% +20,928 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: 3,200 shares; 2024Q4: 2,852 shares; 2025Q1: 3,059 shares; 2025Q2: 17,189 shares; 2025Q3: 16,486 shares; 2025Q4: 16,087 shares; 2026Q1: 14,620 shares; 2026Q2: 15,647 shares 15,647 $9.09M 0.82% +1,027 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: 1,978 shares; 2024Q4: 2,811 shares; 2025Q1: 3,139 shares; 2025Q2: 2,923 shares; 2025Q3: 3,312 shares; 2025Q4: 23,113 shares; 2026Q1: 9,651 shares; 2026Q2: 49,055 shares 49,055 $9.06M 0.82% +39,404 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,385 shares; 2026Q1: 10,372 shares; 2026Q2: 44,414 shares 44,414 $8.97M 0.81% +34,042 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: 42,520 shares; 2024Q4: 44,798 shares; 2025Q1: 70,930 shares; 2025Q2: 73,938 shares; 2025Q3: 78,521 shares; 2025Q4: 79,231 shares; 2026Q1: 26,081 shares; 2026Q2: 76,238 shares 76,238 $8.61M 0.78% +50,157 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: 212,015 shares; 2024Q4: 217,815 shares; 2025Q1: 175,992 shares; 2025Q2: 201,257 shares; 2025Q3: 212,089 shares; 2025Q4: 199,992 shares; 2026Q1: 22,817 shares; 2026Q2: 113,023 shares 113,023 $8.53M 0.77% +90,206 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,800 shares; 2024Q4: 19,825 shares; 2025Q1: 19,825 shares; 2025Q2: 19,825 shares; 2025Q3: 19,825 shares; 2025Q4: 19,825 shares; 2026Q1: 19,825 shares; 2026Q2: 19,825 shares 19,825 $8.25M 0.75% 0 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: 7,572 shares; 2024Q4: 8,920 shares; 2025Q1: 9,356 shares; 2025Q2: 9,917 shares; 2025Q3: 13,527 shares; 2025Q4: 13,716 shares; 2026Q1: 11,102 shares; 2026Q2: 14,485 shares 14,485 $8.16M 0.74% +3,383 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: 163,099 shares; 2024Q4: 173,518 shares; 2025Q1: 171,487 shares; 2025Q2: 166,852 shares; 2025Q3: 172,938 shares; 2025Q4: 169,420 shares; 2026Q1: 162,529 shares; 2026Q2: 176,585 shares 176,585 $8.15M 0.74% +14,056 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,287 shares; 2024Q4: 43,842 shares; 2025Q1: 75,929 shares; 2025Q2: 93,812 shares; 2025Q3: 99,302 shares; 2025Q4: 103,516 shares; 2026Q1: 12,783 shares; 2026Q2: 79,990 shares 79,990 $8.15M 0.74% +67,207 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: 122,022 shares; 2024Q4: 129,855 shares; 2025Q1: 157,387 shares; 2025Q2: 160,980 shares; 2025Q3: 171,056 shares; 2025Q4: 176,248 shares; 2026Q1: 84,345 shares; 2026Q2: 170,038 shares 170,038 $7.98M 0.72% +85,693 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: 268,068 shares; 2024Q4: 281,715 shares; 2025Q1: 313,995 shares; 2025Q2: 314,770 shares; 2025Q3: 303,354 shares; 2025Q4: 304,946 shares; 2026Q1: 137,921 shares; 2026Q2: 263,008 shares 263,008 $7.74M 0.7% +125,087 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: 12,367 shares; 2024Q4: 13,307 shares; 2025Q1: 13,699 shares; 2025Q2: 13,759 shares; 2025Q3: 14,421 shares; 2025Q4: 15,816 shares; 2026Q1: 12,823 shares; 2026Q2: 15,324 shares 15,324 $7.67M 0.7% +2,501 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: 62,857 shares; 2024Q4: 71,035 shares; 2025Q1: 70,826 shares; 2025Q2: 70,181 shares; 2025Q3: 67,507 shares; 2025Q4: 66,987 shares; 2026Q1: 55,618 shares; 2026Q2: 66,341 shares 66,341 $7.51M 0.68% +10,723 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 33,715 shares; 2025Q4: 38,119 shares; 2026Q1: 4,326 shares; 2026Q2: 43,969 shares 43,969 $7.46M 0.68% +39,643 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: 26,115 shares; 2024Q4: 32,066 shares; 2025Q1: 49,862 shares; 2025Q2: 56,741 shares; 2025Q3: 72,008 shares; 2025Q4: 78,367 shares; 2026Q1: 32,269 shares; 2026Q2: 87,019 shares 87,019 $7.19M 0.65% +54,750 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: 8,523 shares; 2024Q4: 10,275 shares; 2025Q1: 10,797 shares; 2025Q2: 11,439 shares; 2025Q3: 11,276 shares; 2025Q4: 11,731 shares; 2026Q1: 2,759 shares; 2026Q2: 9,300 shares 9,300 $6.94M 0.63% +6,541 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,768 shares; 2024Q4: 28,151 shares; 2025Q1: 27,546 shares; 2025Q2: 27,202 shares; 2025Q3: 27,334 shares; 2025Q4: 25,886 shares; 2026Q1: 6,169 shares; 2026Q2: 35,350 shares 35,350 $6.78M 0.61% +29,181 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: 30,007 shares; 2024Q4: 34,723 shares; 2025Q1: 37,331 shares; 2025Q2: 40,597 shares; 2025Q3: 93,894 shares; 2025Q4: 91,115 shares; 2026Q1: not reported; 2026Q2: 81,339 shares 81,339 $6.59M 0.6% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,170 shares; 2024Q4: 185,635 shares; 2025Q1: 266,998 shares; 2025Q2: 299,098 shares; 2025Q3: 345,631 shares; 2025Q4: 340,500 shares; 2026Q1: not reported; 2026Q2: 284,959 shares 284,959 $6.45M 0.59% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 35,155 shares 35,155 $6.32M 0.57% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,937 shares; 2024Q4: 123,000 shares; 2025Q1: 79,977 shares; 2025Q2: 256,360 shares; 2025Q3: 181,222 shares; 2025Q4: 140,875 shares; 2026Q1: 41,751 shares; 2026Q2: 136,890 shares 136,890 $6.26M 0.57% +95,139 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,581 shares; 2025Q2: 9,900 shares; 2025Q3: 11,631 shares; 2025Q4: 13,067 shares; 2026Q1: 2,483 shares; 2026Q2: 13,214 shares 13,214 $6.12M 0.56% +10,731 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: 2,098 shares; 2024Q4: 2,445 shares; 2025Q1: 2,047 shares; 2025Q2: 1,934 shares; 2025Q3: 2,036 shares; 2025Q4: 1,992 shares; 2026Q1: 1,797 shares; 2026Q2: 20,106 shares 20,106 $6.07M 0.55% +18,309 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,041 shares; 2024Q4: 152,833 shares; 2025Q1: 153,131 shares; 2025Q2: 151,732 shares; 2025Q3: 155,415 shares; 2025Q4: 148,572 shares; 2026Q1: not reported; 2026Q2: 153,544 shares 153,544 $6.06M 0.55% new 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: 21,745 shares; 2024Q4: 20,196 shares; 2025Q1: 21,066 shares; 2025Q2: 25,136 shares; 2025Q3: 56,688 shares; 2025Q4: 53,068 shares; 2026Q1: 42,790 shares; 2026Q2: 49,661 shares 49,661 $5.83M 0.53% +6,871 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,646 shares 107,646 $5.76M 0.52% new 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: 15,715 shares; 2024Q4: 17,565 shares; 2025Q1: 17,021 shares; 2025Q2: 16,571 shares; 2025Q3: 15,317 shares; 2025Q4: 14,846 shares; 2026Q1: 12,140 shares; 2026Q2: 11,202 shares 11,202 $5.75M 0.52% -938 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: 19,507 shares; 2024Q4: 48,136 shares; 2025Q1: 79,966 shares; 2025Q2: 70,045 shares; 2025Q3: 74,492 shares; 2025Q4: 75,483 shares; 2026Q1: 74,356 shares; 2026Q2: 73,250 shares 73,250 $5.65M 0.51% -1,106 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,766 shares; 2025Q4: 99,057 shares; 2026Q1: 29,871 shares; 2026Q2: 106,553 shares 106,553 $5.58M 0.51% +76,682 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: 13,142 shares; 2024Q4: 15,469 shares; 2025Q1: 14,908 shares; 2025Q2: 13,708 shares; 2025Q3: 8,110 shares; 2025Q4: 7,973 shares; 2026Q1: 7,171 shares; 2026Q2: 7,710 shares 7,710 $5.55M 0.5% +539 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: 6,835 shares; 2024Q4: 7,372 shares; 2025Q1: 7,177 shares; 2025Q2: 7,043 shares; 2025Q3: 6,339 shares; 2025Q4: 6,122 shares; 2026Q1: 5,264 shares; 2026Q2: 5,913 shares 5,913 $5.53M 0.5% +649 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: 25,323 shares; 2024Q4: 27,140 shares; 2025Q1: 26,746 shares; 2025Q2: 25,705 shares; 2025Q3: 17,572 shares; 2025Q4: 16,677 shares; 2026Q1: 13,261 shares; 2026Q2: 15,068 shares 15,068 $5.17M 0.47% +1,807 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,853 shares; 2024Q4: 302,539 shares; 2025Q1: 302,389 shares; 2025Q2: 295,659 shares; 2025Q3: 295,420 shares; 2025Q4: 295,455 shares; 2026Q1: 295,429 shares; 2026Q2: 295,392 shares 295,392 $5.13M 0.47% -37 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: 4,418 shares; 2024Q4: 20,590 shares; 2025Q1: 42,006 shares; 2025Q2: 36,512 shares; 2025Q3: 51,837 shares; 2025Q4: 52,377 shares; 2026Q1: 52,161 shares; 2026Q2: 52,529 shares 52,529 $5.07M 0.46% +368 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: 46,251 shares; 2024Q4: 44,041 shares; 2025Q1: 43,668 shares; 2025Q2: 44,978 shares; 2025Q3: 49,757 shares; 2025Q4: 50,330 shares; 2026Q1: 40,921 shares; 2026Q2: 51,562 shares 51,562 $4.97M 0.45% +10,641 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 2,952 shares; 2026Q1: 5,756 shares; 2026Q2: 27,389 shares 27,389 $4.81M 0.44% +21,633 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,047 shares; 2024Q4: 90,950 shares; 2025Q1: 90,920 shares; 2025Q2: 90,506 shares; 2025Q3: 98,024 shares; 2025Q4: 97,919 shares; 2026Q1: 96,382 shares; 2026Q2: 110,528 shares 110,528 $4.45M 0.4% +14,146 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,536 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,333 shares 30,333 $4.43M 0.4% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,644 shares; 2024Q4: 69,042 shares; 2025Q1: 69,850 shares; 2025Q2: 66,451 shares; 2025Q3: 66,631 shares; 2025Q4: 73,371 shares; 2026Q1: 74,871 shares; 2026Q2: 82,036 shares 82,036 $4.23M 0.38% +7,165 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: 9,666 shares; 2024Q4: 10,486 shares; 2025Q1: 9,530 shares; 2025Q2: 8,686 shares; 2025Q3: 8,434 shares; 2025Q4: 8,259 shares; 2026Q1: 7,765 shares; 2026Q2: 8,277 shares 8,277 $4.15M 0.38% +512 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: 632 shares; 2025Q1: 2,718 shares; 2025Q2: 2,873 shares; 2025Q3: 2,776 shares; 2025Q4: 2,842 shares; 2026Q1: 1,451 shares; 2026Q2: 3,511 shares 3,511 $4.13M 0.37% +2,060 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,165 shares; 2024Q4: 10,946 shares; 2025Q1: 10,648 shares; 2025Q2: 9,276 shares; 2025Q3: 16,131 shares; 2025Q4: 17,318 shares; 2026Q1: 11,518 shares; 2026Q2: 24,500 shares 24,500 $4.06M 0.37% +12,982 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,256 shares; 2024Q4: 19,071 shares; 2025Q1: 18,207 shares; 2025Q2: 17,261 shares; 2025Q3: 14,746 shares; 2025Q4: 11,140 shares; 2026Q1: 9,831 shares; 2026Q2: 11,479 shares 11,479 $4.05M 0.37% +1,648 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,328 shares; 2025Q4: 41,516 shares; 2026Q1: 32,733 shares; 2026Q2: 28,819 shares 28,819 $4.02M 0.36% -3,914 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: 29,033 shares; 2024Q4: 32,734 shares; 2025Q1: 30,934 shares; 2025Q2: 29,008 shares; 2025Q3: 27,313 shares; 2025Q4: 25,276 shares; 2026Q1: 21,299 shares; 2026Q2: 23,843 shares 23,843 $4M 0.36% +2,544 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,272 shares 10,272 $3.86M 0.35% new 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: 14,623 shares; 2024Q4: 14,787 shares; 2025Q1: 14,656 shares; 2025Q2: 14,367 shares; 2025Q3: 19,157 shares; 2025Q4: 19,159 shares; 2026Q1: 18,559 shares; 2026Q2: 27,215 shares 27,215 $3.81M 0.35% +8,656 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: 4,584 shares; 2024Q4: 7,809 shares; 2025Q1: 6,709 shares; 2025Q2: 8,579 shares; 2025Q3: 5,100 shares; 2025Q4: 5,079 shares; 2026Q1: 3,642 shares; 2026Q2: 4,985 shares 4,985 $3.73M 0.34% +1,343 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: 8,075 shares; 2024Q4: 11,322 shares; 2025Q1: 15,737 shares; 2025Q2: 22,290 shares; 2025Q3: 30,054 shares; 2025Q4: 33,785 shares; 2026Q1: 4,265 shares; 2026Q2: 39,249 shares 39,249 $3.71M 0.34% +34,984 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: 17,797 shares; 2024Q4: 18,350 shares; 2025Q1: 17,392 shares; 2025Q2: 16,592 shares; 2025Q3: 15,191 shares; 2025Q4: 14,740 shares; 2026Q1: 12,955 shares; 2026Q2: 13,680 shares 13,680 $3.7M 0.34% +725 Timeline MLPA 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: 63,001 shares; 2024Q4: 61,827 shares; 2025Q1: 65,615 shares; 2025Q2: 65,586 shares; 2025Q3: 68,124 shares; 2025Q4: 65,696 shares; 2026Q1: not reported; 2026Q2: 69,436 shares 69,436 $3.69M 0.33% new 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: 48,839 shares; 2024Q4: 47,017 shares; 2025Q1: 72,466 shares; 2025Q2: 79,805 shares; 2025Q3: 83,377 shares; 2025Q4: 83,756 shares; 2026Q1: 14,357 shares; 2026Q2: 82,387 shares 82,387 $3.6M 0.33% +68,030 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: 12,992 shares; 2024Q4: 13,679 shares; 2025Q1: 14,017 shares; 2025Q2: 13,727 shares; 2025Q3: 7,592 shares; 2025Q4: 7,448 shares; 2026Q1: 6,451 shares; 2026Q2: 7,000 shares 7,000 $3.44M 0.31% +549 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: 3,762 shares; 2024Q4: 7,719 shares; 2025Q1: 6,970 shares; 2025Q2: 6,594 shares; 2025Q3: 8,463 shares; 2025Q4: 8,685 shares; 2026Q1: 8,891 shares; 2026Q2: 10,052 shares 10,052 $3.43M 0.31% +1,161 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: 8,405 shares; 2024Q4: 12,514 shares; 2025Q1: 16,838 shares; 2025Q2: 13,784 shares; 2025Q3: 18,303 shares; 2025Q4: 25,661 shares; 2026Q1: 37,920 shares; 2026Q2: 40,564 shares 40,564 $3.36M 0.3% +2,644 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: 6,771 shares; 2024Q4: 7,134 shares; 2025Q1: 7,322 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,167 shares 5,167 $3.31M 0.3% new 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: 48,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,037 shares; 2026Q2: 64,810 shares 64,810 $3.23M 0.29% +46,773 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 3,941 shares; 2025Q1: 2,991 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,040 shares; 2026Q2: 38,768 shares 38,768 $3.18M 0.29% +24,728 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,534 shares; 2024Q4: 30,057 shares; 2025Q1: 54,659 shares; 2025Q2: 60,195 shares; 2025Q3: 74,842 shares; 2025Q4: 72,793 shares; 2026Q1: not reported; 2026Q2: 70,182 shares 70,182 $3.17M 0.29% new 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: 4,528 shares; 2024Q4: 5,327 shares; 2025Q1: 4,803 shares; 2025Q2: 1,902 shares; 2025Q3: 1,724 shares; 2025Q4: 1,744 shares; 2026Q1: 1,278 shares; 2026Q2: 1,582 shares 1,582 $3.15M 0.29% +304 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,027 shares; 2025Q1: not reported; 2025Q2: 26,129 shares; 2025Q3: 29,128 shares; 2025Q4: 28,241 shares; 2026Q1: 24,507 shares; 2026Q2: 28,043 shares 28,043 $3.09M 0.28% +3,536 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,866 shares; 2024Q4: 160,162 shares; 2025Q1: 161,368 shares; 2025Q2: 161,240 shares; 2025Q3: 167,253 shares; 2025Q4: 161,435 shares; 2026Q1: not reported; 2026Q2: 138,985 shares 138,985 $3.06M 0.28% new 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: 7,500 shares; 2024Q4: 9,378 shares; 2025Q1: 10,100 shares; 2025Q2: 11,231 shares; 2025Q3: 11,554 shares; 2025Q4: 11,983 shares; 2026Q1: 9,810 shares; 2026Q2: 12,027 shares 12,027 $3.05M 0.28% +2,217 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,633 shares; 2024Q4: 30,685 shares; 2025Q1: 29,734 shares; 2025Q2: 28,537 shares; 2025Q3: 24,925 shares; 2025Q4: 23,775 shares; 2026Q1: 21,340 shares; 2026Q2: 17,564 shares 17,564 $2.99M 0.27% -3,776 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: not reported; 2025Q2: 11,388 shares; 2025Q3: 11,331 shares; 2025Q4: 10,976 shares; 2026Q1: 10,254 shares; 2026Q2: 9,895 shares 9,895 $2.97M 0.27% -359 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,449 shares; 2024Q4: 21,365 shares; 2025Q1: 23,190 shares; 2025Q2: 21,351 shares; 2025Q3: 19,007 shares; 2025Q4: 19,374 shares; 2026Q1: 15,729 shares; 2026Q2: 19,148 shares 19,148 $2.9M 0.26% +3,419 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,921 shares; 2024Q4: 15,309 shares; 2025Q1: 18,833 shares; 2025Q2: 20,154 shares; 2025Q3: 64,405 shares; 2025Q4: 64,236 shares; 2026Q1: 15,320 shares; 2026Q2: 62,022 shares 62,022 $2.86M 0.26% +46,702 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: 8,180 shares; 2024Q4: 8,569 shares; 2025Q1: 10,057 shares; 2025Q2: 10,057 shares; 2025Q3: 10,131 shares; 2025Q4: 9,639 shares; 2026Q1: 6,491 shares; 2026Q2: 10,025 shares 10,025 $2.82M 0.26% +3,534 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,015 shares; 2024Q4: 38,228 shares; 2025Q1: 56,549 shares; 2025Q2: 59,745 shares; 2025Q3: 62,413 shares; 2025Q4: 63,476 shares; 2026Q1: 17,173 shares; 2026Q2: 61,685 shares 61,685 $2.82M 0.26% +44,512 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: 9,233 shares; 2024Q4: 9,213 shares; 2025Q1: 9,554 shares; 2025Q2: 10,453 shares; 2025Q3: 10,367 shares; 2025Q4: 10,314 shares; 2026Q1: 5,087 shares; 2026Q2: 10,728 shares 10,728 $2.7M 0.24% +5,641 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,054 shares; 2024Q4: 61,619 shares; 2025Q1: 76,572 shares; 2025Q2: 80,066 shares; 2025Q3: 82,092 shares; 2025Q4: 82,141 shares; 2026Q1: 21,159 shares; 2026Q2: 62,466 shares 62,466 $2.69M 0.24% +41,307 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,577 shares; 2024Q4: 33,844 shares; 2025Q1: 33,583 shares; 2025Q2: 34,431 shares; 2025Q3: 27,326 shares; 2025Q4: 21,166 shares; 2026Q1: 16,161 shares; 2026Q2: 19,258 shares 19,258 $2.63M 0.24% +3,097 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,722 shares; 2026Q2: 41,058 shares 41,058 $2.57M 0.23% +35,336 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,999 shares; 2024Q4: 9,319 shares; 2025Q1: 9,154 shares; 2025Q2: 8,936 shares; 2025Q3: 7,877 shares; 2025Q4: 6,853 shares; 2026Q1: 6,135 shares; 2026Q2: 6,590 shares 6,590 $2.57M 0.23% +455 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: 3,293 shares; 2024Q4: 4,862 shares; 2025Q1: 3,805 shares; 2025Q2: 3,434 shares; 2025Q3: 3,569 shares; 2025Q4: 4,020 shares; 2026Q1: 732 shares; 2026Q2: 3,691 shares 3,691 $2.53M 0.23% +2,959 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: 46,323 shares; 2024Q4: 45,930 shares; 2025Q1: 43,133 shares; 2025Q2: 41,305 shares; 2025Q3: 41,894 shares; 2025Q4: 39,099 shares; 2026Q1: 17,114 shares; 2026Q2: 34,519 shares 34,519 $2.48M 0.23% +17,405 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,669 shares; 2024Q4: 16,896 shares; 2025Q1: 16,790 shares; 2025Q2: 15,701 shares; 2025Q3: 15,475 shares; 2025Q4: 14,962 shares; 2026Q1: 14,742 shares; 2026Q2: 15,117 shares 15,117 $2.48M 0.23% +375 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: 40,874 shares; 2024Q4: 39,075 shares; 2025Q1: 38,477 shares; 2025Q2: 50,762 shares; 2025Q3: 53,681 shares; 2025Q4: 51,471 shares; 2026Q1: 32,054 shares; 2026Q2: 58,208 shares 58,208 $2.46M 0.22% +26,154 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 703 shares; 2025Q1: 827 shares; 2025Q2: 1,926 shares; 2025Q3: 3,080 shares; 2025Q4: 3,220 shares; 2026Q1: 1,482 shares; 2026Q2: 2,304 shares 2,304 $2.45M 0.22% +822 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: 565 shares; 2024Q4: 804 shares; 2025Q1: 924 shares; 2025Q2: 1,694 shares; 2025Q3: 1,492 shares; 2025Q4: 1,511 shares; 2026Q1: 714 shares; 2026Q2: 2,406 shares 2,406 $2.43M 0.22% +1,692 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: 2,561 shares; 2024Q4: 2,258 shares; 2025Q1: 2,164 shares; 2025Q2: 1,765 shares; 2025Q3: 1,603 shares; 2025Q4: 1,389 shares; 2026Q1: not reported; 2026Q2: 15,209 shares 15,209 $2.41M 0.22% new 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: 13,428 shares; 2024Q4: 15,903 shares; 2025Q1: 15,063 shares; 2025Q2: 12,193 shares; 2025Q3: 9,423 shares; 2025Q4: 8,228 shares; 2026Q1: 7,587 shares; 2026Q2: 5,649 shares 5,649 $2.35M 0.21% -1,938 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: 8,178 shares; 2025Q1: 12,423 shares; 2025Q2: 27,795 shares; 2025Q3: 33,915 shares; 2025Q4: 44,800 shares; 2026Q1: 7,072 shares; 2026Q2: 39,327 shares 39,327 $2.32M 0.21% +32,255 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: 68,971 shares; 2024Q4: 72,117 shares; 2025Q1: 68,892 shares; 2025Q2: 63,417 shares; 2025Q3: 39,051 shares; 2025Q4: 35,672 shares; 2026Q1: 25,578 shares; 2026Q2: 26,323 shares 26,323 $2.31M 0.21% +745 Timeline XAR 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: 11,311 shares; 2024Q4: 10,745 shares; 2025Q1: 10,457 shares; 2025Q2: 10,407 shares; 2025Q3: 10,261 shares; 2025Q4: 9,521 shares; 2026Q1: not reported; 2026Q2: 8,044 shares 8,044 $2.28M 0.21% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,095 shares; 2024Q4: 34,767 shares; 2025Q1: 29,525 shares; 2025Q2: 25,814 shares; 2025Q3: 24,790 shares; 2025Q4: 21,662 shares; 2026Q1: 17,600 shares; 2026Q2: 17,587 shares 17,587 $2.28M 0.21% -13 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: 14,248 shares; 2024Q4: 15,305 shares; 2025Q1: 14,096 shares; 2025Q2: 16,308 shares; 2025Q3: 15,127 shares; 2025Q4: 15,663 shares; 2026Q1: 13,101 shares; 2026Q2: 17,671 shares 17,671 $2.27M 0.21% +4,570 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: 9,527 shares; 2024Q4: 11,109 shares; 2025Q1: 11,666 shares; 2025Q2: 8,636 shares; 2025Q3: 6,966 shares; 2025Q4: 6,962 shares; 2026Q1: 7,190 shares; 2026Q2: 15,673 shares 15,673 $2.27M 0.21% +8,483 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: 2,966 shares; 2024Q4: 3,174 shares; 2025Q1: 3,944 shares; 2025Q2: 12,825 shares; 2025Q3: 24,029 shares; 2025Q4: 46,973 shares; 2026Q1: not reported; 2026Q2: 49,897 shares 49,897 $2.26M 0.21% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 3,141 shares; 2025Q1: 3,017 shares; 2025Q2: 2,554 shares; 2025Q3: 2,219 shares; 2025Q4: 1,709 shares; 2026Q1: 1,968 shares; 2026Q2: 2,313 shares 2,313 $2.23M 0.2% +345 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,110 shares; 2024Q4: 36,863 shares; 2025Q1: 41,187 shares; 2025Q2: 62,268 shares; 2025Q3: 64,079 shares; 2025Q4: 65,164 shares; 2026Q1: not reported; 2026Q2: 73,136 shares 73,136 $2.23M 0.2% new 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: 1,458 shares; 2024Q4: 1,264 shares; 2025Q1: 1,203 shares; 2025Q2: 3,168 shares; 2025Q3: 3,337 shares; 2025Q4: 3,864 shares; 2026Q1: 3,460 shares; 2026Q2: 6,530 shares 6,530 $2.22M 0.2% +3,070 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,317 shares; 2024Q4: 5,372 shares; 2025Q1: 5,222 shares; 2025Q2: 4,942 shares; 2025Q3: 2,556 shares; 2025Q4: 2,409 shares; 2026Q1: 2,022 shares; 2026Q2: 2,230 shares 2,230 $2.18M 0.2% +208 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,996 shares; 2024Q4: 6,460 shares; 2025Q1: 4,686 shares; 2025Q2: 4,715 shares; 2025Q3: 4,645 shares; 2025Q4: 4,503 shares; 2026Q1: not reported; 2026Q2: 23,325 shares 23,325 $2.18M 0.2% new 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: 10,417 shares; 2024Q4: 11,009 shares; 2025Q1: 10,500 shares; 2025Q2: 10,879 shares; 2025Q3: 11,349 shares; 2025Q4: 11,414 shares; 2026Q1: 10,105 shares; 2026Q2: 11,930 shares 11,930 $2.16M 0.2% +1,825 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: 5,524 shares; 2024Q4: 5,428 shares; 2025Q1: 5,470 shares; 2025Q2: 5,275 shares; 2025Q3: 5,303 shares; 2025Q4: 4,953 shares; 2026Q1: 4,142 shares; 2026Q2: 4,125 shares 4,125 $2.14M 0.19% -17 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,086 shares; 2026Q2: 81,086 shares 81,086 $2.04M 0.19% 0 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: 29,362 shares; 2024Q4: 29,922 shares; 2025Q1: 29,803 shares; 2025Q2: 28,282 shares; 2025Q3: 28,736 shares; 2025Q4: 28,536 shares; 2026Q1: 8,086 shares; 2026Q2: 37,769 shares 37,769 $1.98M 0.18% +29,683 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: 18,159 shares; 2024Q4: 20,322 shares; 2025Q1: 18,667 shares; 2025Q2: 19,290 shares; 2025Q3: 20,341 shares; 2025Q4: 23,199 shares; 2026Q1: 18,858 shares; 2026Q2: 24,174 shares 24,174 $1.96M 0.18% +5,316 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: 22,201 shares; 2024Q4: 21,759 shares; 2025Q1: 34,339 shares; 2025Q2: 53,535 shares; 2025Q3: 49,547 shares; 2025Q4: 60,776 shares; 2026Q1: 11,161 shares; 2026Q2: 13,400 shares 13,400 $1.96M 0.18% +2,239 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: 12,357 shares; 2024Q4: 13,969 shares; 2025Q1: 13,405 shares; 2025Q2: 13,311 shares; 2025Q3: 13,980 shares; 2025Q4: 14,015 shares; 2026Q1: 12,178 shares; 2026Q2: 13,202 shares 13,202 $1.94M 0.18% +1,024 Timeline APTV APTIV PLC More: the full row for APTIV 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: 6,552 shares; 2026Q2: 31,201 shares 31,201 $1.92M 0.17% +24,649 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,150 shares; 2025Q1: 14,200 shares; 2025Q2: 16,200 shares; 2025Q3: 17,250 shares; 2025Q4: 17,950 shares; 2026Q1: 16,980 shares; 2026Q2: 16,980 shares 16,980 $1.81M 0.16% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,263 shares; 2026Q1: 152,558 shares; 2026Q2: 137,703 shares 137,703 $1.79M 0.16% -14,855 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 1,170 shares; 2026Q1: 1,585 shares; 2026Q2: 1,706 shares 1,706 $1.78M 0.16% +121 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,876 shares; 2024Q4: 37,415 shares; 2025Q1: 34,459 shares; 2025Q2: 31,231 shares; 2025Q3: 29,925 shares; 2025Q4: 26,930 shares; 2026Q1: 24,383 shares; 2026Q2: 24,916 shares 24,916 $1.75M 0.16% +533 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: not reported; 2024Q4: 30,859 shares; 2025Q1: 30,242 shares; 2025Q2: 30,438 shares; 2025Q3: 31,104 shares; 2025Q4: 29,475 shares; 2026Q1: not reported; 2026Q2: 29,288 shares 29,288 $1.73M 0.16% new 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: 3,897 shares; 2024Q4: 9,988 shares; 2025Q1: 14,213 shares; 2025Q2: 6,170 shares; 2025Q3: 6,034 shares; 2025Q4: 6,010 shares; 2026Q1: 4,676 shares; 2026Q2: 5,668 shares 5,668 $1.72M 0.16% +992 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,495 shares; 2024Q4: 49,311 shares; 2025Q1: 48,938 shares; 2025Q2: 44,095 shares; 2025Q3: 42,575 shares; 2025Q4: 40,739 shares; 2026Q1: 36,664 shares; 2026Q2: 37,562 shares 37,562 $1.68M 0.15% +898 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,067 shares; 2024Q4: 10,531 shares; 2025Q1: 16,357 shares; 2025Q2: 19,749 shares; 2025Q3: 23,412 shares; 2025Q4: 26,819 shares; 2026Q1: 3,115 shares; 2026Q2: 3,878 shares 3,878 $1.65M 0.15% +763 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: 9,441 shares; 2024Q4: 9,951 shares; 2025Q1: 4,396 shares; 2025Q2: 4,073 shares; 2025Q3: 3,792 shares; 2025Q4: 3,285 shares; 2026Q1: 3,108 shares; 2026Q2: 3,215 shares 3,215 $1.64M 0.15% +107 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: 27,219 shares; 2024Q4: 23,762 shares; 2025Q1: 22,000 shares; 2025Q2: 20,676 shares; 2025Q3: 16,883 shares; 2025Q4: 16,730 shares; 2026Q1: 14,763 shares; 2026Q2: 12,038 shares 12,038 $1.63M 0.15% -2,725 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 10,006 shares; 2025Q2: 17,607 shares; 2025Q3: 21,260 shares; 2025Q4: 23,220 shares; 2026Q1: 5,557 shares; 2026Q2: 26,901 shares 26,901 $1.61M 0.15% +21,344 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: 21,223 shares; 2024Q4: 22,322 shares; 2025Q1: 29,406 shares; 2025Q2: 29,086 shares; 2025Q3: 29,205 shares; 2025Q4: 29,058 shares; 2026Q1: 15,655 shares; 2026Q2: 30,275 shares 30,275 $1.6M 0.14% +14,620 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,173 shares 41,173 $1.56M 0.14% new 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: 12,487 shares; 2024Q4: 9,918 shares; 2025Q1: 8,512 shares; 2025Q2: 8,114 shares; 2025Q3: 8,293 shares; 2025Q4: 11,119 shares; 2026Q1: 9,082 shares; 2026Q2: 11,239 shares 11,239 $1.52M 0.14% +2,157 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,094 shares; 2024Q4: 74,183 shares; 2025Q1: 40,753 shares; 2025Q2: 40,177 shares; 2025Q3: 41,114 shares; 2025Q4: 39,146 shares; 2026Q1: not reported; 2026Q2: 35,409 shares 35,409 $1.51M 0.14% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,578 shares 34,578 $1.48M 0.13% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143 shares; 2024Q4: 2,523 shares; 2025Q1: 3,276 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares; 2025Q4: 3,765 shares; 2026Q1: 1,094 shares; 2026Q2: 3,945 shares 3,945 $1.47M 0.13% +2,851 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: 7,195 shares; 2024Q4: 7,084 shares; 2025Q1: 6,418 shares; 2025Q2: 6,071 shares; 2025Q3: 5,938 shares; 2025Q4: 6,372 shares; 2026Q1: 5,354 shares; 2026Q2: 5,741 shares 5,741 $1.47M 0.13% +387 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: 11,421 shares; 2024Q4: 12,388 shares; 2025Q1: 12,701 shares; 2025Q2: 12,471 shares; 2025Q3: 12,574 shares; 2025Q4: 12,350 shares; 2026Q1: 8,556 shares; 2026Q2: 9,299 shares 9,299 $1.46M 0.13% +743 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,792 shares 7,792 $1.44M 0.13% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 2,213 shares; 2025Q1: 2,189 shares; 2025Q2: 2,355 shares; 2025Q3: 2,758 shares; 2025Q4: 2,596 shares; 2026Q1: 1,050 shares; 2026Q2: 1,987 shares 1,987 $1.44M 0.13% +937 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: 6,253 shares; 2024Q4: 6,430 shares; 2025Q1: not reported; 2025Q2: 12,752 shares; 2025Q3: 14,784 shares; 2025Q4: 13,337 shares; 2026Q1: 12,920 shares; 2026Q2: 13,233 shares 13,233 $1.42M 0.13% +313 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,371 shares; 2024Q4: 5,391 shares; 2025Q1: 5,302 shares; 2025Q2: 5,156 shares; 2025Q3: 4,434 shares; 2025Q4: 4,024 shares; 2026Q1: 2,959 shares; 2026Q2: 3,187 shares 3,187 $1.42M 0.13% +228 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,920 shares; 2024Q4: 8,972 shares; 2025Q1: 9,043 shares; 2025Q2: 7,301 shares; 2025Q3: 7,272 shares; 2025Q4: 7,244 shares; 2026Q1: not reported; 2026Q2: 6,665 shares 6,665 $1.42M 0.13% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,675 shares; 2026Q2: 18,161 shares 18,161 $1.41M 0.13% +14,486 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,806 shares; 2024Q4: 15,178 shares; 2025Q1: 13,294 shares; 2025Q2: 12,537 shares; 2025Q3: 12,011 shares; 2025Q4: 10,921 shares; 2026Q1: 8,765 shares; 2026Q2: 10,394 shares 10,394 $1.38M 0.12% +1,629 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: 3,630 shares; 2024Q4: 3,944 shares; 2025Q1: 4,177 shares; 2025Q2: 4,175 shares; 2025Q3: 4,499 shares; 2025Q4: 4,838 shares; 2026Q1: 4,332 shares; 2026Q2: 5,062 shares 5,062 $1.38M 0.12% +730 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,773 shares; 2024Q4: 13,389 shares; 2025Q1: 12,577 shares; 2025Q2: 11,877 shares; 2025Q3: 11,488 shares; 2025Q4: 10,865 shares; 2026Q1: 9,218 shares; 2026Q2: 9,929 shares 9,929 $1.36M 0.12% +711 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,855 shares; 2025Q1: 2,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,326 shares; 2025Q4: 24,810 shares; 2026Q1: 15,325 shares; 2026Q2: 18,989 shares 18,989 $1.36M 0.12% +3,664 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: 73,708 shares; 2024Q4: 85,425 shares; 2025Q1: 74,649 shares; 2025Q2: 70,354 shares; 2025Q3: 65,928 shares; 2025Q4: 60,322 shares; 2026Q1: 49,210 shares; 2026Q2: 64,208 shares 64,208 $1.33M 0.12% +14,998 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: 5,937 shares; 2024Q4: 5,509 shares; 2025Q1: 7,383 shares; 2025Q2: 9,531 shares; 2025Q3: 7,769 shares; 2025Q4: 8,904 shares; 2026Q1: 4,494 shares; 2026Q2: 11,347 shares 11,347 $1.32M 0.12% +6,853 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: 681 shares; 2024Q4: 3,446 shares; 2025Q1: 3,450 shares; 2025Q2: 3,438 shares; 2025Q3: 3,448 shares; 2025Q4: 3,440 shares; 2026Q1: 2,618 shares; 2026Q2: 10,392 shares 10,392 $1.29M 0.12% +7,774 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,312 shares; 2024Q4: 11,478 shares; 2025Q1: 17,923 shares; 2025Q2: 22,406 shares; 2025Q3: 15,207 shares; 2025Q4: 18,919 shares; 2026Q1: 8,582 shares; 2026Q2: 25,386 shares 25,386 $1.27M 0.11% +16,804 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: 15,021 shares; 2024Q4: 15,210 shares; 2025Q1: 14,604 shares; 2025Q2: 3,597 shares; 2025Q3: 3,820 shares; 2025Q4: 3,459 shares; 2026Q1: 2,876 shares; 2026Q2: 3,478 shares 3,478 $1.26M 0.11% +602 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,380 shares; 2024Q4: 9,442 shares; 2025Q1: 11,029 shares; 2025Q2: 12,947 shares; 2025Q3: 15,009 shares; 2025Q4: 16,861 shares; 2026Q1: not reported; 2026Q2: 19,109 shares 19,109 $1.24M 0.11% new 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: not reported; 2024Q4: 4,973 shares; 2025Q1: 6,684 shares; 2025Q2: 9,381 shares; 2025Q3: 10,604 shares; 2025Q4: 14,221 shares; 2026Q1: 3,012 shares; 2026Q2: 15,693 shares 15,693 $1.24M 0.11% +12,681 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,247 shares; 2024Q4: 14,614 shares; 2025Q1: 14,349 shares; 2025Q2: 12,090 shares; 2025Q3: 10,132 shares; 2025Q4: 9,202 shares; 2026Q1: 5,534 shares; 2026Q2: 6,046 shares 6,046 $1.24M 0.11% +512 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 733 shares; 2025Q1: 716 shares; 2025Q2: 711 shares; 2025Q3: 3,587 shares; 2025Q4: 3,907 shares; 2026Q1: 3,618 shares; 2026Q2: 3,878 shares 3,878 $1.22M 0.11% +260 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: 26,895 shares; 2024Q4: 29,764 shares; 2025Q1: 26,907 shares; 2025Q2: 24,202 shares; 2025Q3: 23,221 shares; 2025Q4: 22,465 shares; 2026Q1: 21,002 shares; 2026Q2: 19,982 shares 19,982 $1.21M 0.11% -1,020 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: 15,960 shares; 2024Q4: 18,626 shares; 2025Q1: 18,605 shares; 2025Q2: 19,297 shares; 2025Q3: 17,449 shares; 2025Q4: 16,574 shares; 2026Q1: 14,201 shares; 2026Q2: 5,965 shares 5,965 $1.2M 0.11% -8,236 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: 32,415 shares; 2024Q4: 31,081 shares; 2025Q1: 29,446 shares; 2025Q2: 27,799 shares; 2025Q3: 28,077 shares; 2025Q4: 26,959 shares; 2026Q1: not reported; 2026Q2: 47,578 shares 47,578 $1.19M 0.11% new 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: 1,530 shares; 2024Q4: 1,573 shares; 2025Q1: 1,533 shares; 2025Q2: 1,531 shares; 2025Q3: 3,634 shares; 2025Q4: 4,935 shares; 2026Q1: 840 shares; 2026Q2: 3,214 shares 3,214 $1.19M 0.11% +2,374 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,741 shares; 2024Q4: 12,128 shares; 2025Q1: 10,436 shares; 2025Q2: 9,424 shares; 2025Q3: 8,849 shares; 2025Q4: 7,332 shares; 2026Q1: 6,306 shares; 2026Q2: 6,414 shares 6,414 $1.19M 0.11% +108 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: 7,893 shares; 2024Q4: 9,792 shares; 2025Q1: 11,281 shares; 2025Q2: 11,073 shares; 2025Q3: 8,564 shares; 2025Q4: 10,776 shares; 2026Q1: 7,891 shares; 2026Q2: 20,481 shares 20,481 $1.18M 0.11% +12,590 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: 41,296 shares; 2024Q4: 40,791 shares; 2025Q1: 44,505 shares; 2025Q2: 54,099 shares; 2025Q3: 49,875 shares; 2025Q4: 47,252 shares; 2026Q1: not reported; 2026Q2: 52,247 shares 52,247 $1.17M 0.11% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,541 shares; 2024Q4: 22,470 shares; 2025Q1: 27,795 shares; 2025Q2: 27,807 shares; 2025Q3: 28,070 shares; 2025Q4: 28,015 shares; 2026Q1: 15,559 shares; 2026Q2: 29,428 shares 29,428 $1.17M 0.11% +13,869 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: 6,148 shares; 2024Q4: 6,607 shares; 2025Q1: 5,993 shares; 2025Q2: 5,683 shares; 2025Q3: 4,357 shares; 2025Q4: 3,071 shares; 2026Q1: 2,557 shares; 2026Q2: 2,269 shares 2,269 $1.16M 0.1% -288 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: 16,356 shares; 2024Q4: 15,110 shares; 2025Q1: 15,771 shares; 2025Q2: 17,437 shares; 2025Q3: 19,986 shares; 2025Q4: 22,326 shares; 2026Q1: not reported; 2026Q2: 18,478 shares 18,478 $1.15M 0.1% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: 5,131 shares; 2026Q1: 5,890 shares; 2026Q2: 6,738 shares 6,738 $1.14M 0.1% +848 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,730 shares; 2024Q4: 15,290 shares; 2025Q1: 12,930 shares; 2025Q2: 12,320 shares; 2025Q3: 5,270 shares; 2025Q4: 5,285 shares; 2026Q1: 4,930 shares; 2026Q2: 5,100 shares 5,100 $1.13M 0.1% +170 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: 3,547 shares; 2024Q4: 3,548 shares; 2025Q1: 3,550 shares; 2025Q2: 3,384 shares; 2025Q3: 3,385 shares; 2025Q4: 3,356 shares; 2026Q1: not reported; 2026Q2: 3,248 shares 3,248 $1.12M 0.1% new 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: 4,755 shares; 2024Q4: 9,123 shares; 2025Q1: 8,162 shares; 2025Q2: 7,916 shares; 2025Q3: 7,843 shares; 2025Q4: 7,803 shares; 2026Q1: 6,500 shares; 2026Q2: 7,393 shares 7,393 $1.1M 0.1% +893 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: 37,771 shares; 2024Q4: 35,255 shares; 2025Q1: 31,334 shares; 2025Q2: 36,973 shares; 2025Q3: 104,266 shares; 2025Q4: 104,628 shares; 2026Q1: 97,307 shares; 2026Q2: 45,408 shares 45,408 $1.09M 0.1% -51,899 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,345 shares; 2024Q4: 37,898 shares; 2025Q1: 33,554 shares; 2025Q2: 32,009 shares; 2025Q3: 30,463 shares; 2025Q4: 18,385 shares; 2026Q1: 17,660 shares; 2026Q2: 19,378 shares 19,378 $1.09M 0.1% +1,718 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: 7,714 shares; 2024Q4: 8,269 shares; 2025Q1: 7,964 shares; 2025Q2: 7,562 shares; 2025Q3: 5,877 shares; 2025Q4: 4,295 shares; 2026Q1: 3,081 shares; 2026Q2: 2,199 shares 2,199 $1.09M 0.1% -882 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,048 shares; 2025Q3: 7,740 shares; 2025Q4: 7,648 shares; 2026Q1: 8,329 shares; 2026Q2: 8,366 shares 8,366 $1.06M 0.1% +37 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares; 2026Q2: 14,576 shares 14,576 $1.01M 0.09% +11,212 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: 15,436 shares; 2024Q4: 16,481 shares; 2025Q1: 15,440 shares; 2025Q2: 14,938 shares; 2025Q3: 13,746 shares; 2025Q4: 13,322 shares; 2026Q1: 11,665 shares; 2026Q2: 11,860 shares 11,860 $1M 0.09% +195 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,186 shares; 2024Q4: 11,173 shares; 2025Q1: 11,390 shares; 2025Q2: 11,366 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $991K 0.09% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,326 shares; 2024Q4: 36,948 shares; 2025Q1: 26,653 shares; 2025Q2: 20,820 shares; 2025Q3: 19,031 shares; 2025Q4: 19,057 shares; 2026Q1: 21,024 shares; 2026Q2: 18,600 shares 18,600 $970K 0.09% -2,424 Timeline SCHR 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: 8,656 shares; 2025Q3: 8,826 shares; 2025Q4: 8,899 shares; 2026Q1: not reported; 2026Q2: 39,144 shares 39,144 $965K 0.09% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,826 shares; 2025Q1: 1,772 shares; 2025Q2: 6,812 shares; 2025Q3: 6,410 shares; 2025Q4: 6,010 shares; 2026Q1: 5,146 shares; 2026Q2: 2,417 shares 2,417 $961K 0.09% -2,729 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,122 shares; 2025Q2: 25,805 shares; 2025Q3: 50,437 shares; 2025Q4: 60,877 shares; 2026Q1: 15,760 shares; 2026Q2: 12,147 shares 12,147 $950K 0.09% -3,613 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,955 shares; 2025Q3: 8,716 shares; 2025Q4: 9,791 shares; 2026Q1: 3,708 shares; 2026Q2: 10,459 shares 10,459 $909K 0.08% +6,751 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: 1,836 shares; 2025Q2: 7,242 shares; 2025Q3: 7,325 shares; 2025Q4: 7,429 shares; 2026Q1: 6,337 shares; 2026Q2: 7,111 shares 7,111 $898K 0.08% +774 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,177 shares 10,177 $883K 0.08% new 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: 12,565 shares; 2024Q4: 11,503 shares; 2025Q1: 11,295 shares; 2025Q2: 7,174 shares; 2025Q3: 6,065 shares; 2025Q4: 5,609 shares; 2026Q1: 5,598 shares; 2026Q2: 5,307 shares 5,307 $874K 0.08% -291 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,673 shares; 2025Q1: 9,694 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 11,562 shares; 2026Q1: 8,640 shares; 2026Q2: 11,559 shares 11,559 $873K 0.08% +2,919 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,330 shares 16,330 $867K 0.08% new 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: not reported; 2025Q2: 3,984 shares; 2025Q3: 4,015 shares; 2025Q4: 4,529 shares; 2026Q1: not reported; 2026Q2: 3,361 shares 3,361 $859K 0.08% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,675 shares; 2025Q2: 9,369 shares; 2025Q3: 11,511 shares; 2025Q4: 17,364 shares; 2026Q1: not reported; 2026Q2: 23,165 shares 23,165 $858K 0.08% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,281 shares; 2024Q4: 33,314 shares; 2025Q1: 33,535 shares; 2025Q2: 34,166 shares; 2025Q3: 35,525 shares; 2025Q4: 35,360 shares; 2026Q1: not reported; 2026Q2: 28,506 shares 28,506 $855K 0.08% new 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: 28,058 shares; 2024Q4: 26,990 shares; 2025Q1: 24,345 shares; 2025Q2: 23,139 shares; 2025Q3: 21,509 shares; 2025Q4: 19,324 shares; 2026Q1: 16,445 shares; 2026Q2: 17,852 shares 17,852 $849K 0.08% +1,407 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 32,769 shares 32,769 $841K 0.08% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,937 shares; 2024Q4: 16,435 shares; 2025Q1: 15,951 shares; 2025Q2: 14,749 shares; 2025Q3: 13,803 shares; 2025Q4: 13,503 shares; 2026Q1: 11,696 shares; 2026Q2: 12,142 shares 12,142 $829K 0.08% +446 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,453 shares; 2024Q4: 6,742 shares; 2025Q1: 6,465 shares; 2025Q2: 6,219 shares; 2025Q3: 6,443 shares; 2025Q4: 6,139 shares; 2026Q1: not reported; 2026Q2: 7,528 shares 7,528 $821K 0.07% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,036 shares; 2024Q4: 11,947 shares; 2025Q1: 11,482 shares; 2025Q2: 10,814 shares; 2025Q3: 10,609 shares; 2025Q4: 9,810 shares; 2026Q1: 8,943 shares; 2026Q2: 9,178 shares 9,178 $821K 0.07% +235 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,782 shares; 2025Q3: 5,167 shares; 2025Q4: 5,157 shares; 2026Q1: 5,157 shares; 2026Q2: 5,457 shares 5,457 $819K 0.07% +300 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,385 shares; 2024Q4: 158,913 shares; 2025Q1: 149,956 shares; 2025Q2: 148,486 shares; 2025Q3: 146,771 shares; 2025Q4: 145,518 shares; 2026Q1: 153,274 shares; 2026Q2: 158,917 shares 158,917 $793K 0.07% +5,643 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,603 shares; 2024Q4: 18,983 shares; 2025Q1: 18,781 shares; 2025Q2: 17,019 shares; 2025Q3: 10,283 shares; 2025Q4: 8,784 shares; 2026Q1: not reported; 2026Q2: 14,843 shares 14,843 $789K 0.07% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,146 shares; 2024Q4: 8,149 shares; 2025Q1: 7,886 shares; 2025Q2: 7,286 shares; 2025Q3: 6,462 shares; 2025Q4: 6,109 shares; 2026Q1: 5,273 shares; 2026Q2: 5,150 shares 5,150 $785K 0.07% -123 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,662 shares; 2025Q1: 5,655 shares; 2025Q2: 7,334 shares; 2025Q3: 7,759 shares; 2025Q4: 11,765 shares; 2026Q1: not reported; 2026Q2: 13,452 shares 13,452 $783K 0.07% new 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: 50,211 shares; 2024Q4: 49,838 shares; 2025Q1: 37,541 shares; 2025Q2: 39,388 shares; 2025Q3: 42,806 shares; 2025Q4: 50,873 shares; 2026Q1: 59,101 shares; 2026Q2: 56,061 shares 56,061 $779K 0.07% -3,040 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: 31,882 shares; 2024Q4: 29,104 shares; 2025Q1: 24,384 shares; 2025Q2: 18,973 shares; 2025Q3: 19,780 shares; 2025Q4: 17,482 shares; 2026Q1: 16,277 shares; 2026Q2: 16,289 shares 16,289 $774K 0.07% +12 Timeline ARKF ARK ETF TR More: the full row for ARK 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: 19,547 shares 19,547 $771K 0.07% new 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: 13,120 shares; 2024Q4: 13,750 shares; 2025Q1: 12,978 shares; 2025Q2: 12,915 shares; 2025Q3: 12,488 shares; 2025Q4: 11,247 shares; 2026Q1: not reported; 2026Q2: 10,675 shares 10,675 $770K 0.07% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,160 shares; 2026Q2: 1,765 shares 1,765 $765K 0.07% +605 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 931 shares; 2025Q1: 1,005 shares; 2025Q2: 3,287 shares; 2025Q3: 1,501 shares; 2025Q4: 6,595 shares; 2026Q1: 6,493 shares; 2026Q2: 7,505 shares 7,505 $745K 0.07% +1,012 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,616 shares; 2024Q4: 9,560 shares; 2025Q1: 9,178 shares; 2025Q2: 5,232 shares; 2025Q3: 4,333 shares; 2025Q4: 4,164 shares; 2026Q1: 3,888 shares; 2026Q2: 3,578 shares 3,578 $707K 0.06% -310 Timeline SCHH 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: 11,280 shares; 2025Q2: 11,479 shares; 2025Q3: 15,313 shares; 2025Q4: 19,727 shares; 2026Q1: not reported; 2026Q2: 29,520 shares 29,520 $699K 0.06% new 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: 12,241 shares; 2024Q4: 12,278 shares; 2025Q1: 11,726 shares; 2025Q2: 12,148 shares; 2025Q3: 10,670 shares; 2025Q4: 11,304 shares; 2026Q1: 6,271 shares; 2026Q2: 5,491 shares 5,491 $695K 0.06% -780 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,541 shares; 2026Q2: 3,174 shares 3,174 $693K 0.06% +633 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,926 shares; 2025Q4: 2,568 shares; 2026Q1: 2,511 shares; 2026Q2: 3,168 shares 3,168 $686K 0.06% +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: 29,885 shares; 2024Q4: 37,321 shares; 2025Q1: 39,270 shares; 2025Q2: 37,809 shares; 2025Q3: 36,362 shares; 2025Q4: 34,588 shares; 2026Q1: 22,092 shares; 2026Q2: 11,875 shares 11,875 $677K 0.06% -10,217 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,241 shares; 2026Q2: 25,241 shares 25,241 $667K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,585 shares; 2025Q1: 3,431 shares; 2025Q2: 4,074 shares; 2025Q3: 2,818 shares; 2025Q4: 2,728 shares; 2026Q1: 2,268 shares; 2026Q2: 3,189 shares 3,189 $667K 0.06% +921 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,441 shares; 2024Q4: 21,327 shares; 2025Q1: 5,699 shares; 2025Q2: 5,184 shares; 2025Q3: 5,429 shares; 2025Q4: 6,162 shares; 2026Q1: 4,782 shares; 2026Q2: 4,621 shares 4,621 $661K 0.06% -161 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,570 shares; 2024Q4: 11,578 shares; 2025Q1: 10,218 shares; 2025Q2: 9,859 shares; 2025Q3: 9,794 shares; 2025Q4: 10,526 shares; 2026Q1: 9,262 shares; 2026Q2: 8,963 shares 8,963 $648K 0.06% -299 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: 9,882 shares; 2024Q4: 15,406 shares; 2025Q1: 9,280 shares; 2025Q2: 8,546 shares; 2025Q3: 6,578 shares; 2025Q4: 5,910 shares; 2026Q1: 5,665 shares; 2026Q2: 5,942 shares 5,942 $639K 0.06% +277 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,278 shares; 2024Q4: 26,108 shares; 2025Q1: 24,904 shares; 2025Q2: 21,893 shares; 2025Q3: 8,676 shares; 2025Q4: 6,748 shares; 2026Q1: 4,984 shares; 2026Q2: 4,857 shares 4,857 $639K 0.06% -127 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: 1,021 shares; 2024Q4: 1,202 shares; 2025Q1: 1,256 shares; 2025Q2: 1,020 shares; 2025Q3: 1,117 shares; 2025Q4: 2,214 shares; 2026Q1: 1,736 shares; 2026Q2: 2,127 shares 2,127 $634K 0.06% +391 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,571 shares; 2026Q1: 9,160 shares; 2026Q2: 8,459 shares 8,459 $630K 0.06% -701 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,314 shares; 2024Q4: 6,909 shares; 2025Q1: 7,355 shares; 2025Q2: 8,478 shares; 2025Q3: 5,953 shares; 2025Q4: 5,489 shares; 2026Q1: not reported; 2026Q2: 13,423 shares 13,423 $628K 0.06% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,208 shares; 2025Q1: 2,219 shares; 2025Q2: 2,151 shares; 2025Q3: 4,433 shares; 2025Q4: 4,229 shares; 2026Q1: 4,041 shares; 2026Q2: 4,747 shares 4,747 $620K 0.06% +706 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,907 shares; 2026Q1: not reported; 2026Q2: 12,249 shares 12,249 $620K 0.06% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,565 shares; 2025Q4: 24,606 shares; 2026Q1: 17,052 shares; 2026Q2: 18,968 shares 18,968 $616K 0.06% +1,916 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 9,664 shares; 2025Q4: 10,456 shares; 2026Q1: 12,086 shares; 2026Q2: 12,626 shares 12,626 $589K 0.05% +540 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: 965 shares; 2024Q4: 909 shares; 2025Q1: 1,105 shares; 2025Q2: 1,117 shares; 2025Q3: 1,002 shares; 2025Q4: 1,013 shares; 2026Q1: not reported; 2026Q2: 1,736 shares 1,736 $587K 0.05% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,973 shares; 2024Q4: 22,399 shares; 2025Q1: 19,123 shares; 2025Q2: 20,240 shares; 2025Q3: 22,330 shares; 2025Q4: 21,235 shares; 2026Q1: 19,339 shares; 2026Q2: 19,394 shares 19,394 $586K 0.05% +55 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,623 shares; 2024Q4: 5,492 shares; 2025Q1: 6,294 shares; 2025Q2: 5,750 shares; 2025Q3: 5,670 shares; 2025Q4: 5,379 shares; 2026Q1: 4,743 shares; 2026Q2: 4,923 shares 4,923 $575K 0.05% +180 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: 1,490 shares; 2024Q4: 1,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,192 shares; 2026Q1: 889 shares; 2026Q2: 1,199 shares 1,199 $573K 0.05% +310 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: 3,032 shares; 2024Q4: 3,574 shares; 2025Q1: 4,158 shares; 2025Q2: 4,962 shares; 2025Q3: 5,460 shares; 2025Q4: 5,711 shares; 2026Q1: not reported; 2026Q2: 6,900 shares 6,900 $570K 0.05% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,540 shares; 2024Q4: 8,419 shares; 2025Q1: 8,257 shares; 2025Q2: 7,343 shares; 2025Q3: 7,704 shares; 2025Q4: 7,961 shares; 2026Q1: 4,810 shares; 2026Q2: 5,761 shares 5,761 $562K 0.05% +951 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,395 shares; 2026Q2: 7,845 shares 7,845 $559K 0.05% +450 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: 412 shares; 2024Q4: 421 shares; 2025Q1: 417 shares; 2025Q2: 411 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 401 shares; 2026Q2: 408 shares 408 $555K 0.05% +7 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 6,815 shares; 2025Q1: 6,908 shares; 2025Q2: 6,884 shares; 2025Q3: 7,740 shares; 2025Q4: 7,357 shares; 2026Q1: 6,942 shares; 2026Q2: 6,883 shares 6,883 $553K 0.05% -59 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: 8,240 shares; 2024Q4: 10,376 shares; 2025Q1: 9,836 shares; 2025Q2: 10,938 shares; 2025Q3: 11,739 shares; 2025Q4: 10,541 shares; 2026Q1: not reported; 2026Q2: 11,187 shares 11,187 $542K 0.05% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares; 2026Q1: 1,177 shares; 2026Q2: 1,359 shares 1,359 $540K 0.05% +182 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,279 shares; 2025Q1: 7,279 shares; 2025Q2: 7,279 shares; 2025Q3: 7,279 shares; 2025Q4: 7,383 shares; 2026Q1: 7,779 shares; 2026Q2: 7,883 shares 7,883 $539K 0.05% +104 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: 27,135 shares; 2024Q4: 30,824 shares; 2025Q1: 28,924 shares; 2025Q2: 7,406 shares; 2025Q3: 7,346 shares; 2025Q4: 5,309 shares; 2026Q1: not reported; 2026Q2: 5,546 shares 5,546 $534K 0.05% new 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: 57 shares; 2024Q4: 74 shares; 2025Q1: 90 shares; 2025Q2: 104 shares; 2025Q3: 108 shares; 2025Q4: 115 shares; 2026Q1: 48 shares; 2026Q2: 2,994 shares 2,994 $534K 0.05% +2,946 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,386 shares; 2024Q4: 12,760 shares; 2025Q1: 11,696 shares; 2025Q2: 10,823 shares; 2025Q3: 10,418 shares; 2025Q4: 7,530 shares; 2026Q1: 6,188 shares; 2026Q2: 6,543 shares 6,543 $531K 0.05% +355 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,060 shares; 2024Q4: 14,963 shares; 2025Q1: 14,508 shares; 2025Q2: 13,840 shares; 2025Q3: 13,170 shares; 2025Q4: 12,555 shares; 2026Q1: 10,705 shares; 2026Q2: 11,030 shares 11,030 $520K 0.05% +325 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: 1,857 shares; 2024Q4: 1,859 shares; 2025Q1: 1,814 shares; 2025Q2: 1,788 shares; 2025Q3: 1,783 shares; 2025Q4: 1,802 shares; 2026Q1: 1,564 shares; 2026Q2: 1,806 shares 1,806 $511K 0.05% +242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,291 shares; 2025Q3: 6,200 shares; 2025Q4: 6,130 shares; 2026Q1: 11,831 shares; 2026Q2: 12,085 shares 12,085 $501K 0.05% +254 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: 2,097 shares; 2024Q4: 1,918 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,001 shares; 2025Q4: 923 shares; 2026Q1: not reported; 2026Q2: 1,474 shares 1,474 $493K 0.04% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,012 shares; 2024Q4: 5,059 shares; 2025Q1: 5,018 shares; 2025Q2: 5,132 shares; 2025Q3: 4,381 shares; 2025Q4: 4,184 shares; 2026Q1: 4,121 shares; 2026Q2: 4,560 shares 4,560 $484K 0.04% +439 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,792 shares; 2024Q4: 9,630 shares; 2025Q1: 9,437 shares; 2025Q2: 7,618 shares; 2025Q3: 9,490 shares; 2025Q4: 10,413 shares; 2026Q1: 9,631 shares; 2026Q2: 9,634 shares 9,634 $480K 0.04% +3 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: 1,022 shares; 2024Q4: 1,103 shares; 2025Q1: 1,070 shares; 2025Q2: 1,079 shares; 2025Q3: 1,614 shares; 2025Q4: 1,670 shares; 2026Q1: 1,305 shares; 2026Q2: 2,136 shares 2,136 $476K 0.04% +831 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,201 shares; 2024Q4: 11,757 shares; 2025Q1: 10,585 shares; 2025Q2: 10,250 shares; 2025Q3: 8,606 shares; 2025Q4: 7,849 shares; 2026Q1: 5,170 shares; 2026Q2: 5,125 shares 5,125 $475K 0.04% -45 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 436 shares; 2025Q1: 523 shares; 2025Q2: 799 shares; 2025Q3: 1,766 shares; 2025Q4: 1,968 shares; 2026Q1: 1,406 shares; 2026Q2: 1,761 shares 1,761 $460K 0.04% +355 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: 1,170 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares; 2026Q1: 1,155 shares; 2026Q2: 1,164 shares 1,164 $459K 0.04% +9 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,170 shares; 2026Q1: 6,657 shares; 2026Q2: 6,224 shares 6,224 $453K 0.04% -433 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: 17,170 shares; 2024Q4: 21,676 shares; 2025Q1: 19,992 shares; 2025Q2: 83,444 shares; 2025Q3: 8,056 shares; 2025Q4: 11,648 shares; 2026Q1: 5,442 shares; 2026Q2: 6,911 shares 6,911 $435K 0.04% +1,469 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: 2,413 shares; 2024Q4: 2,606 shares; 2025Q1: 2,614 shares; 2025Q2: 2,628 shares; 2025Q3: 2,643 shares; 2025Q4: 2,713 shares; 2026Q1: not reported; 2026Q2: 3,680 shares 3,680 $433K 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,062 shares; 2024Q4: 7,148 shares; 2025Q1: 7,033 shares; 2025Q2: 6,707 shares; 2025Q3: 2,151 shares; 2025Q4: 1,762 shares; 2026Q1: 482 shares; 2026Q2: 1,062 shares 1,062 $432K 0.04% +580 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,850 shares; 2025Q4: 2,703 shares; 2026Q1: 2,703 shares; 2026Q2: 2,703 shares 2,703 $424K 0.04% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,105 shares; 2024Q4: 27,037 shares; 2025Q1: 25,452 shares; 2025Q2: 23,681 shares; 2025Q3: 22,256 shares; 2025Q4: 9,502 shares; 2026Q1: 8,642 shares; 2026Q2: 8,782 shares 8,782 $418K 0.04% +140 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: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,465 shares; 2025Q2: 1,157 shares; 2025Q3: 1,174 shares; 2025Q4: 827 shares; 2026Q1: not reported; 2026Q2: 4,832 shares 4,832 $416K 0.04% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,743 shares; 2024Q4: 6,373 shares; 2025Q1: 5,621 shares; 2025Q2: 5,058 shares; 2025Q3: 4,386 shares; 2025Q4: 4,181 shares; 2026Q1: 3,716 shares; 2026Q2: 3,861 shares 3,861 $416K 0.04% +145 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,283 shares; 2026Q2: 1,810 shares 1,810 $411K 0.04% +527 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 1,569 shares; 2025Q1: 2,134 shares; 2025Q2: 2,320 shares; 2025Q3: 2,148 shares; 2025Q4: 1,544 shares; 2026Q1: 928 shares; 2026Q2: 1,389 shares 1,389 $404K 0.04% +461 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 8,750 shares; 2026Q2: 9,450 shares 9,450 $401K 0.04% +700 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares; 2026Q1: 4,549 shares; 2026Q2: 6,479 shares 6,479 $398K 0.04% +1,930 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: not reported; 2025Q2: not reported; 2025Q3: 1,271 shares; 2025Q4: 1,241 shares; 2026Q1: 1,371 shares; 2026Q2: 1,496 shares 1,496 $390K 0.04% +125 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,651 shares; 2026Q1: 1,888 shares; 2026Q2: 3,512 shares 3,512 $389K 0.04% +1,624 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: 2,483 shares; 2024Q4: 2,762 shares; 2025Q1: 4,763 shares; 2025Q2: 7,884 shares; 2025Q3: 5,230 shares; 2025Q4: 4,592 shares; 2026Q1: 3,545 shares; 2026Q2: 2,483 shares 2,483 $388K 0.04% -1,062 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: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 2,444 shares; 2026Q1: not reported; 2026Q2: 4,112 shares 4,112 $384K 0.03% new Timeline BKMS BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,733 shares; 2026Q2: 14,733 shares 14,733 $376K 0.03% +3,000 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,657 shares; 2024Q4: 27,852 shares; 2025Q1: 25,161 shares; 2025Q2: 24,737 shares; 2025Q3: 19,282 shares; 2025Q4: 11,806 shares; 2026Q1: 9,639 shares; 2026Q2: 9,744 shares 9,744 $371K 0.03% +105 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 33,623 shares; 2026Q1: 33,202 shares; 2026Q2: 33,202 shares 33,202 $370K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,899 shares 1,899 $367K 0.03% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 3,367 shares; 2026Q2: 3,435 shares 3,435 $367K 0.03% +68 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: 2,112 shares; 2024Q4: 3,038 shares; 2025Q1: 3,515 shares; 2025Q2: 3,589 shares; 2025Q3: 2,844 shares; 2025Q4: 2,743 shares; 2026Q1: not reported; 2026Q2: 4,021 shares 4,021 $365K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,839 shares; 2026Q1: 2,884 shares; 2026Q2: 3,292 shares 3,292 $361K 0.03% +408 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,707 shares; 2024Q4: 131,768 shares; 2025Q1: 118,195 shares; 2025Q2: 109,345 shares; 2025Q3: 31,590 shares; 2025Q4: 28,648 shares; 2026Q1: 20,337 shares; 2026Q2: 21,234 shares 21,234 $354K 0.03% +897 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,886 shares; 2024Q4: 10,901 shares; 2025Q1: 6,816 shares; 2025Q2: 6,371 shares; 2025Q3: 6,421 shares; 2025Q4: 6,488 shares; 2026Q1: not reported; 2026Q2: 6,572 shares 6,572 $354K 0.03% new 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: 18,966 shares; 2024Q4: 11,414 shares; 2025Q1: 8,654 shares; 2025Q2: 7,193 shares; 2025Q3: 6,872 shares; 2025Q4: 6,782 shares; 2026Q1: not reported; 2026Q2: 3,986 shares 3,986 $350K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,099 shares; 2026Q1: 2,105 shares; 2026Q2: 2,066 shares 2,066 $349K 0.03% -39 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,491 shares; 2025Q4: 4,271 shares; 2026Q1: not reported; 2026Q2: 3,431 shares 3,431 $345K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares; 2026Q1: 1,934 shares; 2026Q2: 3,291 shares 3,291 $342K 0.03% +1,357 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: 871 shares; 2024Q4: 1,771 shares; 2025Q1: 1,656 shares; 2025Q2: 2,242 shares; 2025Q3: 2,338 shares; 2025Q4: 2,549 shares; 2026Q1: 4,798 shares; 2026Q2: 1,754 shares 1,754 $334K 0.03% -3,044 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: not reported; 2024Q4: 4,209 shares; 2025Q1: 5,527 shares; 2025Q2: 4,737 shares; 2025Q3: 4,284 shares; 2025Q4: 3,854 shares; 2026Q1: 2,551 shares; 2026Q2: 3,453 shares 3,453 $333K 0.03% +902 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,266 shares; 2024Q4: 3,267 shares; 2025Q1: 3,267 shares; 2025Q2: 2,771 shares; 2025Q3: 2,772 shares; 2025Q4: 2,772 shares; 2026Q1: not reported; 2026Q2: 2,323 shares 2,323 $331K 0.03% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,568 shares; 2024Q4: 6,551 shares; 2025Q1: 6,551 shares; 2025Q2: 7,285 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $329K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $328K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,463 shares 1,463 $323K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 1,966 shares; 2025Q2: 1,339 shares; 2025Q3: 1,295 shares; 2025Q4: 1,301 shares; 2026Q1: 1,297 shares; 2026Q2: 1,296 shares 1,296 $322K 0.03% -1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,907 shares; 2026Q1: not reported; 2026Q2: 3,328 shares 3,328 $319K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,055 shares; 2024Q4: 3,369 shares; 2025Q1: 2,290 shares; 2025Q2: 1,946 shares; 2025Q3: 1,521 shares; 2025Q4: 1,713 shares; 2026Q1: not reported; 2026Q2: 1,954 shares 1,954 $310K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: 892 shares; 2025Q2: 861 shares; 2025Q3: 924 shares; 2025Q4: 899 shares; 2026Q1: 747 shares; 2026Q2: 933 shares 933 $309K 0.03% +186 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,260 shares; 2024Q4: 6,360 shares; 2025Q1: 6,275 shares; 2025Q2: 5,742 shares; 2025Q3: 5,202 shares; 2025Q4: 5,482 shares; 2026Q1: 5,138 shares; 2026Q2: 5,005 shares 5,005 $305K 0.03% -133 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,725 shares; 2025Q3: 1,398 shares; 2025Q4: 1,354 shares; 2026Q1: not reported; 2026Q2: 1,593 shares 1,593 $302K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 912 shares; 2026Q1: 1,026 shares; 2026Q2: 1,025 shares 1,025 $301K 0.03% -1 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares; 2026Q2: 2,545 shares 2,545 $299K 0.03% 0 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: 5,866 shares; 2024Q4: 6,825 shares; 2025Q1: 34,687 shares; 2025Q2: 44,105 shares; 2025Q3: 49,999 shares; 2025Q4: 58,453 shares; 2026Q1: 2,492 shares; 2026Q2: 3,227 shares 3,227 $298K 0.03% +735 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,277 shares; 2024Q4: 12,909 shares; 2025Q1: 12,235 shares; 2025Q2: 920 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,335 shares; 2026Q2: 1,807 shares 1,807 $296K 0.03% +472 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: 80,362 shares; 2024Q4: 76,250 shares; 2025Q1: 38,149 shares; 2025Q2: 35,093 shares; 2025Q3: 8,949 shares; 2025Q4: 8,981 shares; 2026Q1: 8,671 shares; 2026Q2: 9,304 shares 9,304 $295K 0.03% +633 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,048 shares; 2024Q4: 34,210 shares; 2025Q1: 26,050 shares; 2025Q2: 4,258 shares; 2025Q3: 4,094 shares; 2025Q4: 3,397 shares; 2026Q1: not reported; 2026Q2: 3,573 shares 3,573 $294K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares; 2026Q1: 2,815 shares; 2026Q2: 2,815 shares 2,815 $292K 0.03% 0 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: 3,424 shares; 2024Q4: 3,431 shares; 2025Q1: 3,258 shares; 2025Q2: 2,015 shares; 2025Q3: 1,984 shares; 2025Q4: 1,186 shares; 2026Q1: not reported; 2026Q2: 1,326 shares 1,326 $289K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,739 shares; 2024Q4: 4,181 shares; 2025Q1: 4,481 shares; 2025Q2: 4,383 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,984 shares 2,984 $274K 0.02% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,215 shares; 2026Q1: 6,134 shares; 2026Q2: 5,903 shares 5,903 $273K 0.02% -231 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,073 shares; 2025Q1: 988 shares; 2025Q2: 939 shares; 2025Q3: 818 shares; 2025Q4: 700 shares; 2026Q1: 652 shares; 2026Q2: 655 shares 655 $273K 0.02% +3 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,997 shares; 2025Q4: 3,492 shares; 2026Q1: 3,566 shares; 2026Q2: 3,593 shares 3,593 $273K 0.02% +27 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,461 shares; 2025Q4: 13,686 shares; 2026Q1: 14,541 shares; 2026Q2: 14,581 shares 14,581 $270K 0.02% +40 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,994 shares 3,994 $269K 0.02% new Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,809 shares 5,809 $268K 0.02% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,725 shares; 2024Q4: 103,050 shares; 2025Q1: 100,083 shares; 2025Q2: 93,370 shares; 2025Q3: 66,034 shares; 2025Q4: 47,478 shares; 2026Q1: 40,926 shares; 2026Q2: 25,451 shares 25,451 $267K 0.02% -15,475 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: 1,627 shares; 2024Q4: 1,340 shares; 2025Q1: 1,154 shares; 2025Q2: 948 shares; 2025Q3: 784 shares; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 3,030 shares 3,030 $266K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,613 shares; 2026Q2: 1,619 shares 1,619 $262K 0.02% +6 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,398 shares; 2025Q1: 11,653 shares; 2025Q2: 14,703 shares; 2025Q3: 13,745 shares; 2025Q4: 14,245 shares; 2026Q1: 11,150 shares; 2026Q2: 14,450 shares 14,450 $259K 0.02% +3,300 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: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,168 shares 1,168 $257K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,134 shares 2,134 $255K 0.02% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,412 shares 4,412 $254K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 2,069 shares; 2025Q1: 1,914 shares; 2025Q2: 2,051 shares; 2025Q3: 1,346 shares; 2025Q4: 1,645 shares; 2026Q1: 1,731 shares; 2026Q2: 2,031 shares 2,031 $253K 0.02% +300 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: 10,050 shares; 2024Q4: 10,569 shares; 2025Q1: 9,598 shares; 2025Q2: 7,822 shares; 2025Q3: 5,039 shares; 2025Q4: 1,044 shares; 2026Q1: not reported; 2026Q2: 889 shares 889 $250K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 347 shares 347 $247K 0.02% new 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: 614 shares; 2024Q4: 696 shares; 2025Q1: 647 shares; 2025Q2: 657 shares; 2025Q3: 882 shares; 2025Q4: 709 shares; 2026Q1: not reported; 2026Q2: 595 shares 595 $247K 0.02% new 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: 9,103 shares; 2024Q4: 10,644 shares; 2025Q1: 10,854 shares; 2025Q2: 10,782 shares; 2025Q3: 10,248 shares; 2025Q4: 12,016 shares; 2026Q1: not reported; 2026Q2: 10,052 shares 10,052 $247K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $245K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,271 shares; 2025Q3: 5,211 shares; 2025Q4: 5,191 shares; 2026Q1: 4,760 shares; 2026Q2: 4,501 shares 4,501 $239K 0.02% -259 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,459 shares; 2024Q4: 136,212 shares; 2025Q1: 146,390 shares; 2025Q2: 3,934 shares; 2025Q3: 17,467 shares; 2025Q4: 16,288 shares; 2026Q1: not reported; 2026Q2: 4,836 shares 4,836 $239K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,819 shares 2,819 $236K 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares 1,047 $234K 0.02% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,240 shares; 2024Q4: 148,005 shares; 2025Q1: 36,647 shares; 2025Q2: 36,099 shares; 2025Q3: 8,899 shares; 2025Q4: 8,392 shares; 2026Q1: 7,654 shares; 2026Q2: 7,304 shares 7,304 $227K 0.02% -350 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,385 shares 3,385 $225K 0.02% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,225 shares; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,480 shares; 2026Q1: not reported; 2026Q2: 4,480 shares 4,480 $224K 0.02% new 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: not reported; 2026Q2: 349 shares 349 $223K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $223K 0.02% new 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: 1,336 shares; 2024Q4: 2,015 shares; 2025Q1: 2,725 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 901 shares 901 $222K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: not reported; 2026Q2: 287 shares 287 $217K 0.02% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,932 shares 5,932 $217K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 2,573 shares; 2025Q4: 2,373 shares; 2026Q1: not reported; 2026Q2: 2,023 shares 2,023 $216K 0.02% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,281 shares 9,281 $214K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,980 shares; 2024Q4: 4,405 shares; 2025Q1: 4,198 shares; 2025Q2: 3,702 shares; 2025Q3: 3,729 shares; 2025Q4: 2,923 shares; 2026Q1: not reported; 2026Q2: 2,549 shares 2,549 $213K 0.02% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,484 shares; 2024Q4: 10,512 shares; 2025Q1: 9,635 shares; 2025Q2: 8,362 shares; 2025Q3: 8,194 shares; 2025Q4: not reported; 2026Q1: 4,259 shares; 2026Q2: 3,689 shares 3,689 $208K 0.02% -570 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 691 shares 691 $206K 0.02% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,137 shares 2,137 $203K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,312 shares; 2024Q4: 12,748 shares; 2025Q1: 11,030 shares; 2025Q2: 10,211 shares; 2025Q3: 10,356 shares; 2025Q4: not reported; 2026Q1: 6,112 shares; 2026Q2: 5,779 shares 5,779 $201K 0.02% -333 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,308 shares 8,308 $201K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $201K 0.02% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,052 shares; 2024Q4: 76,014 shares; 2025Q1: 69,866 shares; 2025Q2: 69,500 shares; 2025Q3: 57,610 shares; 2025Q4: 46,074 shares; 2026Q1: 41,959 shares; 2026Q2: 28,167 shares 28,167 $175K 0.02% -13,792 Timeline SIDU SIDUS SPACE INC More: the full row for SIDUS SPACE 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: 15,000 shares 15,000 $42.1K <0.01% new Timeline