NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 404,026 shares; 2024Q3: 397,063 shares; 2024Q4: 482,714 shares; 2025Q1: 449,674 shares; 2025Q2: 453,077 shares; 2025Q3: 563,603 shares; 2025Q4: 559,423 shares; 2026Q1: 616,338 shares 616,338 $107M 2.7% +56,915 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; 2024Q2: 138,404 shares; 2024Q3: 139,890 shares; 2024Q4: 107,266 shares; 2025Q1: 107,167 shares; 2025Q2: 109,930 shares; 2025Q3: 107,584 shares; 2025Q4: 107,676 shares; 2026Q1: 155,152 shares 155,152 $101M 2.54% +47,476 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 326,103 shares; 2024Q3: 354,994 shares; 2024Q4: 400,922 shares; 2025Q1: 412,924 shares; 2025Q2: 398,562 shares; 2025Q3: 404,034 shares; 2025Q4: 371,513 shares; 2026Q1: 397,504 shares 397,504 $101M 2.54% +25,991 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,885,172 shares; 2024Q3: 13,885,172 shares; 2024Q4: 13,885,172 shares; 2025Q1: 13,885,172 shares; 2025Q2: 13,885,172 shares; 2025Q3: 13,885,172 shares; 2025Q4: 13,885,172 shares; 2026Q1: 13,885,172 shares 13,885,172 $95.8M 2.41% 0 Timeline PIFI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 936,295 shares; 2024Q3: 970,444 shares; 2024Q4: 950,275 shares; 2025Q1: 926,883 shares; 2025Q2: 940,743 shares; 2025Q3: 1,019,553 shares; 2025Q4: 1,012,334 shares; 2026Q1: 1,007,609 shares 1,007,609 $94.9M 2.39% -4,725 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,695,984 shares; 2024Q3: 1,872,824 shares; 2024Q4: 1,884,424 shares; 2025Q1: 2,143,807 shares; 2025Q2: 2,184,992 shares; 2025Q3: 2,264,557 shares; 2025Q4: 2,282,316 shares; 2026Q1: 2,276,743 shares 2,276,743 $86.2M 2.17% -5,573 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 113,618 shares; 2024Q3: 109,202 shares; 2024Q4: 122,823 shares; 2025Q1: 132,228 shares; 2025Q2: 122,937 shares; 2025Q3: 121,153 shares; 2025Q4: 122,602 shares; 2026Q1: 138,169 shares 138,169 $51.1M 1.29% +15,567 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; 2024Q2: 240,546 shares; 2024Q3: 284,061 shares; 2024Q4: 286,890 shares; 2025Q1: 297,610 shares; 2025Q2: 296,827 shares; 2025Q3: 306,658 shares; 2025Q4: 307,303 shares; 2026Q1: 295,742 shares 295,742 $50.2M 1.26% -11,561 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; 2024Q2: 76,960 shares; 2024Q3: 66,113 shares; 2024Q4: 78,353 shares; 2025Q1: 73,762 shares; 2025Q2: 62,914 shares; 2025Q3: 64,019 shares; 2025Q4: 64,283 shares; 2026Q1: 85,383 shares 85,383 $49.3M 1.24% +21,100 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; 2024Q2: 159,180 shares; 2024Q3: 165,534 shares; 2024Q4: 186,393 shares; 2025Q1: 192,962 shares; 2025Q2: 197,958 shares; 2025Q3: 201,411 shares; 2025Q4: 203,504 shares; 2026Q1: 218,489 shares 218,489 $45.5M 1.14% +14,985 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 139,356 shares; 2024Q3: 124,888 shares; 2024Q4: 133,599 shares; 2025Q1: 147,689 shares; 2025Q2: 138,703 shares; 2025Q3: 133,637 shares; 2025Q4: 135,713 shares; 2026Q1: 156,199 shares 156,199 $44.8M 1.13% +20,486 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 192,475 shares; 2024Q3: 179,091 shares; 2024Q4: 177,695 shares; 2025Q1: 199,627 shares; 2025Q2: 211,404 shares; 2025Q3: 212,309 shares; 2025Q4: 213,314 shares; 2026Q1: 208,655 shares 208,655 $43.2M 1.09% -4,659 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,010 shares; 2024Q3: 39,836 shares; 2024Q4: 42,084 shares; 2025Q1: 54,941 shares; 2025Q2: 52,569 shares; 2025Q3: 59,147 shares; 2025Q4: 63,549 shares; 2026Q1: 66,056 shares 66,056 $43.1M 1.09% +2,507 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 193,339 shares; 2024Q3: 188,455 shares; 2024Q4: 186,721 shares; 2025Q1: 187,063 shares; 2025Q2: 196,912 shares; 2025Q3: 190,703 shares; 2025Q4: 188,148 shares; 2026Q1: 210,156 shares 210,156 $40.5M 1.02% +22,008 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; 2024Q2: 167,494 shares; 2024Q3: 162,109 shares; 2024Q4: 417,995 shares; 2025Q1: 336,416 shares; 2025Q2: 363,968 shares; 2025Q3: 324,040 shares; 2025Q4: 255,290 shares; 2026Q1: 263,561 shares 263,561 $38.6M 0.97% +8,271 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 125,815 shares; 2024Q3: 119,591 shares; 2024Q4: 115,202 shares; 2025Q1: 122,958 shares; 2025Q2: 127,479 shares; 2025Q3: 126,188 shares; 2025Q4: 125,593 shares; 2026Q1: 157,263 shares 157,263 $38.4M 0.97% +31,670 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 345,532 shares; 2024Q3: 464,179 shares; 2024Q4: 484,683 shares; 2025Q1: 493,681 shares; 2025Q2: 493,858 shares; 2025Q3: 578,009 shares; 2025Q4: 578,421 shares; 2026Q1: 577,581 shares 577,581 $33M 0.83% -840 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; 2024Q2: 184,190 shares; 2024Q3: 168,226 shares; 2024Q4: 160,385 shares; 2025Q1: 621,800 shares; 2025Q2: 635,311 shares; 2025Q3: 672,463 shares; 2025Q4: 673,436 shares; 2026Q1: 668,423 shares 668,423 $32.6M 0.82% -5,013 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 259,588 shares; 2024Q3: 257,250 shares; 2024Q4: 245,758 shares; 2025Q1: 252,722 shares; 2025Q2: 293,098 shares; 2025Q3: 295,770 shares; 2025Q4: 290,660 shares; 2026Q1: 260,281 shares 260,281 $32.3M 0.81% -30,379 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,178 shares; 2024Q3: 41,710 shares; 2024Q4: 89,410 shares; 2025Q1: 119,412 shares; 2025Q2: 50,586 shares; 2025Q3: 76,770 shares; 2025Q4: 79,104 shares; 2026Q1: 102,039 shares 102,039 $31.6M 0.79% +22,935 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 98,436 shares; 2024Q3: 93,227 shares; 2024Q4: 97,790 shares; 2025Q1: 101,124 shares; 2025Q2: 100,061 shares; 2025Q3: 101,020 shares; 2025Q4: 96,606 shares; 2026Q1: 108,061 shares 108,061 $31.1M 0.78% +11,455 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; 2024Q2: 94,273 shares; 2024Q3: 123,153 shares; 2024Q4: 104,286 shares; 2025Q1: 86,576 shares; 2025Q2: 86,026 shares; 2025Q3: 89,668 shares; 2025Q4: 91,664 shares; 2026Q1: 94,423 shares 94,423 $30.3M 0.76% +2,759 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 972,297 shares; 2024Q3: 991,848 shares; 2024Q4: 1,006,789 shares; 2025Q1: 1,157,959 shares; 2025Q2: 1,257,807 shares; 2025Q3: 1,430,621 shares; 2025Q4: 1,560,110 shares; 2026Q1: 1,523,408 shares 1,523,408 $29.4M 0.74% -36,702 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 388,656 shares; 2024Q3: 392,366 shares; 2024Q4: 376,283 shares; 2025Q1: 355,937 shares; 2025Q2: 365,209 shares; 2025Q3: 253,596 shares; 2025Q4: 267,668 shares; 2026Q1: 293,739 shares 293,739 $29.4M 0.74% +26,071 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; 2024Q2: 227,883 shares; 2024Q3: 220,410 shares; 2024Q4: 233,490 shares; 2025Q1: 234,330 shares; 2025Q2: 260,457 shares; 2025Q3: 291,254 shares; 2025Q4: 319,230 shares; 2026Q1: 446,686 shares 446,686 $26.3M 0.66% +127,456 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; 2024Q2: 697,760 shares; 2024Q3: 720,038 shares; 2024Q4: 754,871 shares; 2025Q1: 743,222 shares; 2025Q2: 1,125,676 shares; 2025Q3: 1,085,830 shares; 2025Q4: 1,088,271 shares; 2026Q1: 865,773 shares 865,773 $25.1M 0.63% -222,498 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 607,366 shares; 2024Q3: 614,256 shares; 2024Q4: 618,493 shares; 2025Q1: 634,511 shares; 2025Q2: 642,420 shares; 2025Q3: 643,606 shares; 2025Q4: 647,637 shares; 2026Q1: 509,196 shares 509,196 $24.8M 0.62% -138,441 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 144,533 shares; 2024Q3: 146,403 shares; 2024Q4: 140,722 shares; 2025Q1: 273,303 shares; 2025Q2: 323,505 shares; 2025Q3: 324,411 shares; 2025Q4: 425,968 shares; 2026Q1: 412,102 shares 412,102 $24M 0.6% -13,866 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 280,218 shares; 2024Q3: 281,825 shares; 2024Q4: 426,524 shares; 2025Q1: 244,379 shares; 2025Q2: 187,943 shares; 2025Q3: 253,151 shares; 2025Q4: 237,999 shares; 2026Q1: 221,165 shares 221,165 $23.9M 0.6% -16,834 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; 2024Q2: 81,281 shares; 2024Q3: 75,249 shares; 2024Q4: 64,808 shares; 2025Q1: 89,773 shares; 2025Q2: 85,321 shares; 2025Q3: 84,001 shares; 2025Q4: 85,959 shares; 2026Q1: 80,498 shares 80,498 $23.7M 0.6% -5,461 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; 2024Q2: 22,712 shares; 2024Q3: 20,155 shares; 2024Q4: 31,619 shares; 2025Q1: 34,432 shares; 2025Q2: 36,944 shares; 2025Q3: 37,138 shares; 2025Q4: 46,419 shares; 2026Q1: 40,174 shares 40,174 $23M 0.58% -6,245 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; 2024Q2: 14,309 shares; 2024Q3: 12,175 shares; 2024Q4: 11,470 shares; 2025Q1: 18,749 shares; 2025Q2: 36,711 shares; 2025Q3: 70,908 shares; 2025Q4: 76,408 shares; 2026Q1: 81,700 shares 81,700 $22.1M 0.56% +5,292 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; 2024Q2: 155,050 shares; 2024Q3: 162,114 shares; 2024Q4: 163,560 shares; 2025Q1: 164,345 shares; 2025Q2: 166,997 shares; 2025Q3: 159,821 shares; 2025Q4: 163,310 shares; 2026Q1: 164,834 shares 164,834 $21.6M 0.54% +1,524 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; 2024Q2: 52,225 shares; 2024Q3: 41,994 shares; 2024Q4: 42,407 shares; 2025Q1: 44,666 shares; 2025Q2: 42,625 shares; 2025Q3: 41,870 shares; 2025Q4: 41,927 shares; 2026Q1: 44,613 shares 44,613 $21.4M 0.54% +2,686 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 416,074 shares; 2024Q3: 407,482 shares; 2024Q4: 396,676 shares; 2025Q1: 901,204 shares; 2025Q2: 914,996 shares; 2025Q3: 916,063 shares; 2025Q4: 876,731 shares; 2026Q1: 622,221 shares 622,221 $20.9M 0.52% -254,510 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 55,933 shares; 2024Q3: 53,754 shares; 2024Q4: 56,272 shares; 2025Q1: 52,722 shares; 2025Q2: 53,369 shares; 2025Q3: 52,513 shares; 2025Q4: 51,681 shares; 2026Q1: 66,519 shares 66,519 $20.1M 0.51% +14,838 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 61,348 shares; 2024Q3: 70,516 shares; 2024Q4: 60,100 shares; 2025Q1: 382,189 shares; 2025Q2: 372,227 shares; 2025Q3: 371,360 shares; 2025Q4: 366,696 shares; 2026Q1: 428,360 shares 428,360 $19.8M 0.5% +61,664 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 139,237 shares; 2024Q3: 150,326 shares; 2024Q4: 146,393 shares; 2025Q1: 191,896 shares; 2025Q2: 202,800 shares; 2025Q3: 204,819 shares; 2025Q4: 199,160 shares; 2026Q1: 149,180 shares 149,180 $19.7M 0.5% -49,980 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,189 shares; 2024Q3: 49,186 shares; 2024Q4: 53,219 shares; 2025Q1: 56,208 shares; 2025Q2: 57,741 shares; 2025Q3: 59,330 shares; 2025Q4: 60,959 shares; 2026Q1: 62,824 shares 62,824 $19.5M 0.49% +1,865 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; 2024Q2: 217,630 shares; 2024Q3: 262,297 shares; 2024Q4: 278,268 shares; 2025Q1: 288,826 shares; 2025Q2: 323,583 shares; 2025Q3: 346,953 shares; 2025Q4: 345,119 shares; 2026Q1: 398,760 shares 398,760 $19.5M 0.49% +53,641 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 62,337 shares; 2024Q3: 62,635 shares; 2024Q4: 60,952 shares; 2025Q1: 61,860 shares; 2025Q2: 62,214 shares; 2025Q3: 63,195 shares; 2025Q4: 63,220 shares; 2026Q1: 64,861 shares 64,861 $18.9M 0.48% +1,641 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 344,464 shares; 2024Q3: 438,115 shares; 2024Q4: 389,495 shares; 2025Q1: 655,133 shares; 2025Q2: 752,241 shares; 2025Q3: 765,190 shares; 2025Q4: 770,337 shares; 2026Q1: 685,981 shares 685,981 $18.2M 0.46% -84,356 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; 2024Q2: 123,977 shares; 2024Q3: 145,804 shares; 2024Q4: 519,604 shares; 2025Q1: 493,947 shares; 2025Q2: 638,802 shares; 2025Q3: 624,285 shares; 2025Q4: 635,230 shares; 2026Q1: 652,918 shares 652,918 $18.2M 0.46% +17,688 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,613 shares; 2025Q1: 5,902 shares; 2025Q2: 6,094 shares; 2025Q3: 77,934 shares; 2025Q4: 79,588 shares; 2026Q1: 84,201 shares 84,201 $18M 0.45% +4,613 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 175,735 shares; 2024Q3: 178,732 shares; 2024Q4: 178,443 shares; 2025Q1: 173,683 shares; 2025Q2: 173,146 shares; 2025Q3: 173,537 shares; 2025Q4: 171,652 shares; 2026Q1: 186,072 shares 186,072 $17.8M 0.45% +14,420 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 80,991 shares; 2025Q1: 159,496 shares; 2025Q2: 163,744 shares; 2025Q3: 299,709 shares; 2025Q4: 316,276 shares; 2026Q1: 345,542 shares 345,542 $17.7M 0.44% +29,266 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,153 shares; 2024Q3: 7,153 shares; 2024Q4: 8,660 shares; 2025Q1: 7,001 shares; 2025Q2: 7,360 shares; 2025Q3: 29,902 shares; 2025Q4: 29,401 shares; 2026Q1: 176,846 shares 176,846 $17.6M 0.44% +147,445 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; 2024Q2: 186,349 shares; 2024Q3: 175,489 shares; 2024Q4: 184,981 shares; 2025Q1: 196,457 shares; 2025Q2: 207,875 shares; 2025Q3: 209,952 shares; 2025Q4: 220,754 shares; 2026Q1: 227,838 shares 227,838 $17.3M 0.44% +7,084 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; 2024Q2: 28,116 shares; 2024Q3: 27,707 shares; 2024Q4: 29,354 shares; 2025Q1: 24,879 shares; 2025Q2: 23,098 shares; 2025Q3: 27,912 shares; 2025Q4: 29,245 shares; 2026Q1: 28,512 shares 28,512 $17M 0.43% -733 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; 2024Q2: 357,995 shares; 2024Q3: 349,297 shares; 2024Q4: 347,171 shares; 2025Q1: 346,801 shares; 2025Q2: 372,029 shares; 2025Q3: 224,078 shares; 2025Q4: 220,016 shares; 2026Q1: 218,678 shares 218,678 $17M 0.43% -1,338 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 314,141 shares; 2024Q3: 318,509 shares; 2024Q4: 310,728 shares; 2025Q1: 301,614 shares; 2025Q2: 293,969 shares; 2025Q3: 284,939 shares; 2025Q4: 288,615 shares; 2026Q1: 287,970 shares 287,970 $16.8M 0.42% -645 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,322 shares; 2024Q3: 47,994 shares; 2024Q4: 93,689 shares; 2025Q1: 96,165 shares; 2025Q2: 112,411 shares; 2025Q3: 115,586 shares; 2025Q4: 120,605 shares; 2026Q1: 133,778 shares 133,778 $16.8M 0.42% +13,173 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; 2024Q2: 37,817 shares; 2024Q3: 41,374 shares; 2024Q4: 25,734 shares; 2025Q1: 32,888 shares; 2025Q2: 35,420 shares; 2025Q3: 38,721 shares; 2025Q4: 62,278 shares; 2026Q1: 137,497 shares 137,497 $16.5M 0.42% +75,219 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; 2024Q2: 285,874 shares; 2024Q3: 306,097 shares; 2024Q4: 302,650 shares; 2025Q1: 341,885 shares; 2025Q2: 288,557 shares; 2025Q3: 258,855 shares; 2025Q4: 247,860 shares; 2026Q1: 177,297 shares 177,297 $16.3M 0.41% -70,563 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; 2024Q2: 28,919 shares; 2024Q3: 29,500 shares; 2024Q4: 30,986 shares; 2025Q1: 30,893 shares; 2025Q2: 32,196 shares; 2025Q3: 36,818 shares; 2025Q4: 36,160 shares; 2026Q1: 37,532 shares 37,532 $16.1M 0.41% +1,372 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; 2024Q2: 7,989 shares; 2024Q3: 8,620 shares; 2024Q4: 20,176 shares; 2025Q1: 8,645 shares; 2025Q2: 11,987 shares; 2025Q3: 9,206 shares; 2025Q4: 8,611 shares; 2026Q1: 17,474 shares 17,474 $16.1M 0.4% +8,863 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,321 shares; 2025Q2: 62,660 shares; 2025Q3: 93,556 shares; 2025Q4: 209,707 shares; 2026Q1: 361,772 shares 361,772 $15.1M 0.38% +152,065 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; 2024Q2: 169,820 shares; 2024Q3: 157,469 shares; 2024Q4: 95,984 shares; 2025Q1: 96,209 shares; 2025Q2: 108,491 shares; 2025Q3: 111,515 shares; 2025Q4: 113,137 shares; 2026Q1: 114,859 shares 114,859 $15.1M 0.38% +1,722 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,642 shares; 2024Q3: 38,102 shares; 2024Q4: 32,830 shares; 2025Q1: 69,457 shares; 2025Q2: 70,416 shares; 2025Q3: 42,148 shares; 2025Q4: 41,268 shares; 2026Q1: 43,483 shares 43,483 $14.9M 0.38% +2,215 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,159 shares; 2024Q3: 27,623 shares; 2024Q4: 30,788 shares; 2025Q1: 36,711 shares; 2025Q2: 37,519 shares; 2025Q3: 37,316 shares; 2025Q4: 31,776 shares; 2026Q1: 37,697 shares 37,697 $14.5M 0.36% +5,921 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,222 shares; 2024Q3: 7,005 shares; 2024Q4: 6,930 shares; 2025Q1: 8,773 shares; 2025Q2: 47,988 shares; 2025Q3: 92,695 shares; 2025Q4: 193,752 shares; 2026Q1: 385,620 shares 385,620 $14.2M 0.36% +191,868 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 438,913 shares; 2024Q3: 439,758 shares; 2024Q4: 300,694 shares; 2025Q1: 399,972 shares; 2025Q2: 461,949 shares; 2025Q3: 471,208 shares; 2025Q4: 486,615 shares; 2026Q1: 500,221 shares 500,221 $14M 0.35% +13,606 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 70,092 shares; 2024Q3: 63,868 shares; 2024Q4: 64,517 shares; 2025Q1: 68,729 shares; 2025Q2: 82,424 shares; 2025Q3: 83,030 shares; 2025Q4: 86,584 shares; 2026Q1: 103,677 shares 103,677 $13.4M 0.34% +17,093 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,047 shares; 2025Q1: 54,494 shares; 2025Q2: 47,828 shares; 2025Q3: 56,183 shares; 2025Q4: 69,845 shares; 2026Q1: 118,735 shares 118,735 $13.1M 0.33% +48,890 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; 2024Q2: 33,631 shares; 2024Q3: 38,482 shares; 2024Q4: 37,220 shares; 2025Q1: 38,807 shares; 2025Q2: 40,307 shares; 2025Q3: 40,982 shares; 2025Q4: 43,690 shares; 2026Q1: 44,282 shares 44,282 $13.1M 0.33% +592 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,330 shares; 2024Q3: 3,336 shares; 2024Q4: 41,044 shares; 2025Q1: 128,700 shares; 2025Q2: 175,706 shares; 2025Q3: 182,323 shares; 2025Q4: 218,313 shares; 2026Q1: 244,306 shares 244,306 $12.9M 0.32% +25,993 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,367 shares; 2024Q3: 7,601 shares; 2024Q4: 33,656 shares; 2025Q1: 59,838 shares; 2025Q2: 62,234 shares; 2025Q3: 62,708 shares; 2025Q4: 64,316 shares; 2026Q1: 64,699 shares 64,699 $12.9M 0.32% +383 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; 2024Q2: 29,846 shares; 2024Q3: 22,239 shares; 2024Q4: 52,510 shares; 2025Q1: 72,214 shares; 2025Q2: 70,767 shares; 2025Q3: 62,168 shares; 2025Q4: 60,750 shares; 2026Q1: 62,075 shares 62,075 $12.6M 0.32% +1,325 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; 2024Q2: 12,505 shares; 2024Q3: 12,411 shares; 2024Q4: 88,467 shares; 2025Q1: 10,818 shares; 2025Q2: not reported; 2025Q3: 26,107 shares; 2025Q4: 28,503 shares; 2026Q1: 32,214 shares 32,214 $12.6M 0.32% +3,711 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 142,914 shares; 2024Q3: 144,535 shares; 2024Q4: 146,572 shares; 2025Q1: 157,894 shares; 2025Q2: 166,616 shares; 2025Q3: 167,559 shares; 2025Q4: 174,350 shares; 2026Q1: 179,207 shares 179,207 $12.4M 0.31% +4,857 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,865 shares; 2024Q3: 13,808 shares; 2024Q4: 30,364 shares; 2025Q1: 29,703 shares; 2025Q2: 12,533 shares; 2025Q3: 12,680 shares; 2025Q4: 15,414 shares; 2026Q1: 17,051 shares 17,051 $12.1M 0.3% +1,637 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 86,298 shares; 2024Q3: 86,376 shares; 2024Q4: 83,692 shares; 2025Q1: 108,506 shares; 2025Q2: 120,326 shares; 2025Q3: 124,200 shares; 2025Q4: 170,706 shares; 2026Q1: 263,292 shares 263,292 $11.9M 0.3% +92,586 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; 2024Q2: 118,986 shares; 2024Q3: 116,015 shares; 2024Q4: 115,351 shares; 2025Q1: 183,948 shares; 2025Q2: 170,431 shares; 2025Q3: 171,988 shares; 2025Q4: 183,664 shares; 2026Q1: 211,145 shares 211,145 $11.7M 0.29% +27,481 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,205 shares; 2024Q3: 7,880 shares; 2024Q4: 20,296 shares; 2025Q1: 15,057 shares; 2025Q2: 16,690 shares; 2025Q3: 20,402 shares; 2025Q4: 20,880 shares; 2026Q1: 31,176 shares 31,176 $11.6M 0.29% +10,296 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 75,878 shares; 2024Q3: 81,034 shares; 2024Q4: 73,287 shares; 2025Q1: 90,376 shares; 2025Q2: 89,266 shares; 2025Q3: 90,210 shares; 2025Q4: 92,306 shares; 2026Q1: 108,339 shares 108,339 $11.5M 0.29% +16,033 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 128,701 shares; 2024Q3: 127,798 shares; 2024Q4: 130,918 shares; 2025Q1: 86,352 shares; 2025Q2: 68,894 shares; 2025Q3: 47,638 shares; 2025Q4: 49,359 shares; 2026Q1: 52,656 shares 52,656 $11.5M 0.29% +3,297 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; 2024Q2: 286,097 shares; 2024Q3: 273,000 shares; 2024Q4: 151,786 shares; 2025Q1: 159,014 shares; 2025Q2: 301,026 shares; 2025Q3: 302,661 shares; 2025Q4: 288,234 shares; 2026Q1: 172,249 shares 172,249 $11.4M 0.29% -115,985 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,148 shares; 2024Q3: 59,495 shares; 2024Q4: 61,971 shares; 2025Q1: 86,203 shares; 2025Q2: 111,690 shares; 2025Q3: 133,547 shares; 2025Q4: 141,722 shares; 2026Q1: 189,831 shares 189,831 $11.2M 0.28% +48,109 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; 2024Q2: 134,555 shares; 2024Q3: 143,487 shares; 2024Q4: 158,250 shares; 2025Q1: 191,878 shares; 2025Q2: 227,328 shares; 2025Q3: 229,770 shares; 2025Q4: 235,154 shares; 2026Q1: 221,233 shares 221,233 $11.1M 0.28% -13,921 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; 2024Q2: 101,844 shares; 2024Q3: 105,815 shares; 2024Q4: 105,939 shares; 2025Q1: 107,042 shares; 2025Q2: 110,937 shares; 2025Q3: 116,097 shares; 2025Q4: 230,229 shares; 2026Q1: 241,820 shares 241,820 $11.1M 0.28% +11,591 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; 2024Q2: 167,462 shares; 2024Q3: 165,910 shares; 2024Q4: 89,869 shares; 2025Q1: 93,272 shares; 2025Q2: 94,257 shares; 2025Q3: 92,040 shares; 2025Q4: 176,321 shares; 2026Q1: 176,385 shares 176,385 $10.8M 0.27% +64 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; 2024Q2: 52,658 shares; 2024Q3: 48,394 shares; 2024Q4: 46,095 shares; 2025Q1: 45,483 shares; 2025Q2: 43,917 shares; 2025Q3: 46,345 shares; 2025Q4: 43,506 shares; 2026Q1: 41,025 shares 41,025 $10.7M 0.27% -2,481 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 44,646 shares; 2024Q3: 46,652 shares; 2024Q4: 46,846 shares; 2025Q1: 62,433 shares; 2025Q2: 69,708 shares; 2025Q3: 77,011 shares; 2025Q4: 84,307 shares; 2026Q1: 109,452 shares 109,452 $10.7M 0.27% +25,145 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 61,087 shares; 2025Q1: 58,712 shares; 2025Q2: 58,237 shares; 2025Q3: 56,257 shares; 2025Q4: 53,553 shares; 2026Q1: 53,806 shares 53,806 $10.6M 0.27% +253 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,699 shares; 2024Q3: 74,848 shares; 2024Q4: 74,784 shares; 2025Q1: 76,911 shares; 2025Q2: 79,954 shares; 2025Q3: 82,713 shares; 2025Q4: 93,106 shares; 2026Q1: 115,318 shares 115,318 $10.6M 0.27% +22,212 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; 2024Q2: 1,376 shares; 2024Q3: 7,697 shares; 2024Q4: 8,879 shares; 2025Q1: 10,345 shares; 2025Q2: 8,686 shares; 2025Q3: 9,200 shares; 2025Q4: 11,229 shares; 2026Q1: 12,130 shares 12,130 $10.6M 0.27% +901 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; 2024Q2: 2,862 shares; 2024Q3: not reported; 2024Q4: 9,296 shares; 2025Q1: 9,686 shares; 2025Q2: 42,935 shares; 2025Q3: 43,133 shares; 2025Q4: 43,694 shares; 2026Q1: 43,467 shares 43,467 $10.3M 0.26% -227 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; 2024Q2: 53,648 shares; 2024Q3: 49,515 shares; 2024Q4: 59,283 shares; 2025Q1: 101,705 shares; 2025Q2: 116,721 shares; 2025Q3: 106,499 shares; 2025Q4: 114,582 shares; 2026Q1: 113,408 shares 113,408 $10.3M 0.26% -1,174 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; 2024Q2: 133,674 shares; 2024Q3: 130,849 shares; 2024Q4: 129,296 shares; 2025Q1: 129,952 shares; 2025Q2: 87,977 shares; 2025Q3: 115,471 shares; 2025Q4: 143,328 shares; 2026Q1: 149,670 shares 149,670 $10.2M 0.26% +6,342 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,872 shares; 2025Q4: 264,673 shares; 2026Q1: 467,972 shares 467,972 $10.2M 0.26% +203,299 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 164,268 shares; 2024Q3: 164,663 shares; 2024Q4: 152,843 shares; 2025Q1: 140,540 shares; 2025Q2: 121,053 shares; 2025Q3: 121,487 shares; 2025Q4: 110,518 shares; 2026Q1: 58,821 shares 58,821 $10.1M 0.25% -51,697 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 129,470 shares; 2024Q3: 167,701 shares; 2024Q4: 169,421 shares; 2025Q1: 174,309 shares; 2025Q2: 177,389 shares; 2025Q3: 181,251 shares; 2025Q4: 183,099 shares; 2026Q1: 184,663 shares 184,663 $10M 0.25% +1,564 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,799 shares; 2025Q1: 20,900 shares; 2025Q2: 23,117 shares; 2025Q3: 25,568 shares; 2025Q4: 24,770 shares; 2026Q1: 98,768 shares 98,768 $9.78M 0.25% +73,998 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 155,322 shares; 2024Q3: 127,140 shares; 2024Q4: 81,550 shares; 2025Q1: 107,782 shares; 2025Q2: 119,368 shares; 2025Q3: 117,588 shares; 2025Q4: 117,102 shares; 2026Q1: 192,846 shares 192,846 $9.7M 0.24% +75,744 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,944 shares; 2025Q1: 115,535 shares; 2025Q2: 131,993 shares; 2025Q3: 134,948 shares; 2025Q4: 137,166 shares; 2026Q1: 141,374 shares 141,374 $9.61M 0.24% +4,208 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 211,846 shares; 2024Q3: 213,399 shares; 2024Q4: 213,906 shares; 2025Q1: 214,406 shares; 2025Q2: 216,958 shares; 2025Q3: 214,926 shares; 2025Q4: 212,156 shares; 2026Q1: 210,828 shares 210,828 $9.51M 0.24% -1,328 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; 2024Q2: 5,276 shares; 2024Q3: 5,287 shares; 2024Q4: 5,696 shares; 2025Q1: 6,460 shares; 2025Q2: 6,753 shares; 2025Q3: 60,713 shares; 2025Q4: 54,960 shares; 2026Q1: 72,577 shares 72,577 $9.5M 0.24% +17,617 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,471 shares; 2025Q3: 136,149 shares; 2025Q4: 259,744 shares; 2026Q1: 286,336 shares 286,336 $9.43M 0.24% +26,592 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,003 shares; 2024Q3: 13,748 shares; 2024Q4: 36,799 shares; 2025Q1: 48,452 shares; 2025Q2: 50,344 shares; 2025Q3: 42,925 shares; 2025Q4: 88,855 shares; 2026Q1: 70,624 shares 70,624 $9.39M 0.24% -18,231 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,690 shares; 2024Q3: 5,639 shares; 2024Q4: 5,083 shares; 2025Q1: 5,737 shares; 2025Q2: 5,989 shares; 2025Q3: 6,471 shares; 2025Q4: 32,262 shares; 2026Q1: 204,489 shares 204,489 $9.37M 0.24% +172,227 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 165,988 shares; 2024Q3: 169,031 shares; 2024Q4: 172,253 shares; 2025Q1: 178,238 shares; 2025Q2: 190,069 shares; 2025Q3: 195,993 shares; 2025Q4: 202,724 shares; 2026Q1: 219,164 shares 219,164 $9.32M 0.23% +16,440 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,850 shares; 2025Q2: 155,678 shares; 2025Q3: 158,146 shares; 2025Q4: 156,813 shares; 2026Q1: 181,913 shares 181,913 $9.17M 0.23% +25,100 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; 2024Q2: 121,527 shares; 2024Q3: 124,064 shares; 2024Q4: 369,801 shares; 2025Q1: 376,129 shares; 2025Q2: 366,480 shares; 2025Q3: 355,202 shares; 2025Q4: 355,523 shares; 2026Q1: 353,258 shares 353,258 $9.06M 0.23% -2,265 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78,121 shares; 2025Q1: 74,379 shares; 2025Q2: 75,289 shares; 2025Q3: 74,856 shares; 2025Q4: 77,291 shares; 2026Q1: 112,761 shares 112,761 $9.03M 0.23% +35,470 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; 2024Q2: 9,120 shares; 2024Q3: 9,033 shares; 2024Q4: 4,774 shares; 2025Q1: 6,871 shares; 2025Q2: 10,978 shares; 2025Q3: 21,086 shares; 2025Q4: 21,522 shares; 2026Q1: 10,233 shares 10,233 $8.66M 0.22% -11,289 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; 2024Q2: 18,083 shares; 2024Q3: 17,972 shares; 2024Q4: 21,094 shares; 2025Q1: 22,258 shares; 2025Q2: 25,183 shares; 2025Q3: 26,389 shares; 2025Q4: 25,276 shares; 2026Q1: 25,518 shares 25,518 $8.62M 0.22% +242 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,060 shares; 2025Q4: 167,421 shares; 2026Q1: 185,593 shares 185,593 $8.61M 0.22% +18,172 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; 2024Q2: 63,746 shares; 2024Q3: 60,261 shares; 2024Q4: 179,593 shares; 2025Q1: 248,282 shares; 2025Q2: 254,865 shares; 2025Q3: 265,877 shares; 2025Q4: 269,420 shares; 2026Q1: 280,646 shares 280,646 $8.61M 0.22% +11,226 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 262,598 shares; 2024Q3: 263,645 shares; 2024Q4: 257,768 shares; 2025Q1: 272,559 shares; 2025Q2: 366,691 shares; 2025Q3: 366,854 shares; 2025Q4: 374,945 shares; 2026Q1: 379,437 shares 379,437 $8.47M 0.21% +4,492 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,625 shares; 2024Q3: 26,743 shares; 2024Q4: 105,078 shares; 2025Q1: 110,546 shares; 2025Q2: 109,830 shares; 2025Q3: 30,265 shares; 2025Q4: 33,094 shares; 2026Q1: 33,663 shares 33,663 $8.44M 0.21% +569 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 202,055 shares; 2024Q3: 91,933 shares; 2024Q4: 206,552 shares; 2025Q1: 197,613 shares; 2025Q2: 197,215 shares; 2025Q3: 190,107 shares; 2025Q4: 188,373 shares; 2026Q1: 185,636 shares 185,636 $8.4M 0.21% -2,737 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 4,137 shares; 2026Q1: 40,063 shares 40,063 $8.37M 0.21% +35,926 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260,405 shares 260,405 $8.37M 0.21% new 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; 2024Q2: 18,191 shares; 2024Q3: 18,244 shares; 2024Q4: 18,400 shares; 2025Q1: 15,419 shares; 2025Q2: 9,002 shares; 2025Q3: 9,136 shares; 2025Q4: 8,233 shares; 2026Q1: 8,397 shares 8,397 $8.37M 0.21% +164 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; 2024Q2: 6,136 shares; 2024Q3: 5,776 shares; 2024Q4: 5,554 shares; 2025Q1: 5,529 shares; 2025Q2: 6,660 shares; 2025Q3: 6,377 shares; 2025Q4: 8,089 shares; 2026Q1: 13,736 shares 13,736 $8.3M 0.21% +5,647 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; 2024Q2: 4,415 shares; 2024Q3: 4,300 shares; 2024Q4: 8,509 shares; 2025Q1: 8,486 shares; 2025Q2: 11,765 shares; 2025Q3: 11,859 shares; 2025Q4: 12,608 shares; 2026Q1: 11,872 shares 11,872 $8.28M 0.21% -736 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 61,500 shares; 2024Q3: 61,500 shares; 2024Q4: 60,501 shares; 2025Q1: 56,011 shares; 2025Q2: 52,027 shares; 2025Q3: 27,544 shares; 2025Q4: 27,343 shares; 2026Q1: 24,537 shares 24,537 $8.12M 0.2% -2,806 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 929 shares; 2025Q2: 936 shares; 2025Q3: 1,040 shares; 2025Q4: 2,661 shares; 2026Q1: 22,595 shares 22,595 $8.11M 0.2% +19,934 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,237 shares; 2024Q3: 59,670 shares; 2024Q4: 240,746 shares; 2025Q1: 258,237 shares; 2025Q2: 277,949 shares; 2025Q3: 249,651 shares; 2025Q4: 260,770 shares; 2026Q1: 262,159 shares 262,159 $8.08M 0.2% +1,389 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 198,677 shares; 2024Q3: 200,719 shares; 2024Q4: 204,046 shares; 2025Q1: 216,749 shares; 2025Q2: 230,223 shares; 2025Q3: 235,286 shares; 2025Q4: 234,237 shares; 2026Q1: 241,675 shares 241,675 $8.06M 0.2% +7,438 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,113 shares; 2024Q3: 22,236 shares; 2024Q4: 190,645 shares; 2025Q1: 234,833 shares; 2025Q2: 270,971 shares; 2025Q3: 250,924 shares; 2025Q4: 219,007 shares; 2026Q1: 271,021 shares 271,021 $7.89M 0.2% +52,014 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; 2024Q2: 73,058 shares; 2024Q3: 77,145 shares; 2024Q4: 88,810 shares; 2025Q1: 93,083 shares; 2025Q2: 98,976 shares; 2025Q3: 107,808 shares; 2025Q4: 116,499 shares; 2026Q1: 149,445 shares 149,445 $7.87M 0.2% +32,946 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,085 shares; 2025Q3: 71,464 shares; 2025Q4: 152,291 shares; 2026Q1: 117,964 shares 117,964 $7.76M 0.2% -34,327 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; 2024Q2: 32,114 shares; 2024Q3: 28,333 shares; 2024Q4: 36,710 shares; 2025Q1: 40,933 shares; 2025Q2: 65,418 shares; 2025Q3: 65,487 shares; 2025Q4: 66,128 shares; 2026Q1: 46,181 shares 46,181 $7.64M 0.19% -19,947 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; 2024Q2: 143,744 shares; 2024Q3: 126,089 shares; 2024Q4: 124,589 shares; 2025Q1: 107,606 shares; 2025Q2: 96,169 shares; 2025Q3: 93,572 shares; 2025Q4: 90,702 shares; 2026Q1: 52,594 shares 52,594 $7.6M 0.19% -38,108 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; 2024Q2: 34,078 shares; 2024Q3: 42,815 shares; 2024Q4: 53,090 shares; 2025Q1: 52,289 shares; 2025Q2: 60,348 shares; 2025Q3: 61,229 shares; 2025Q4: 75,146 shares; 2026Q1: 81,521 shares 81,521 $7.57M 0.19% +6,375 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,634 shares; 2024Q3: 28,443 shares; 2024Q4: 26,651 shares; 2025Q1: 25,980 shares; 2025Q2: 22,406 shares; 2025Q3: 21,243 shares; 2025Q4: 64,542 shares; 2026Q1: 192,138 shares 192,138 $7.49M 0.19% +127,596 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,785 shares; 2024Q3: 22,041 shares; 2024Q4: 16,480 shares; 2025Q1: 17,771 shares; 2025Q2: 19,156 shares; 2025Q3: 19,333 shares; 2025Q4: 20,101 shares; 2026Q1: 20,942 shares 20,942 $7.37M 0.19% +841 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 135,662 shares; 2024Q3: 135,730 shares; 2024Q4: 123,077 shares; 2025Q1: 128,599 shares; 2025Q2: 139,452 shares; 2025Q3: 138,788 shares; 2025Q4: 138,790 shares; 2026Q1: 139,128 shares 139,128 $7.37M 0.19% +338 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 162,534 shares; 2024Q3: 155,256 shares; 2024Q4: 133,884 shares; 2025Q1: 126,433 shares; 2025Q2: 131,161 shares; 2025Q3: 131,292 shares; 2025Q4: 131,788 shares; 2026Q1: 137,995 shares 137,995 $7.36M 0.19% +6,207 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 94,500 shares; 2025Q1: 107,825 shares; 2025Q2: 91,603 shares; 2025Q3: 107,461 shares; 2025Q4: 129,246 shares; 2026Q1: 125,276 shares 125,276 $7.33M 0.18% -3,970 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,167 shares; 2024Q4: 41,998 shares; 2025Q1: 100,709 shares; 2025Q2: 109,381 shares; 2025Q3: 113,557 shares; 2025Q4: 115,364 shares; 2026Q1: 119,662 shares 119,662 $7.32M 0.18% +4,298 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,482 shares; 2024Q3: 15,157 shares; 2024Q4: 17,118 shares; 2025Q1: 16,102 shares; 2025Q2: 14,032 shares; 2025Q3: 13,988 shares; 2025Q4: 14,141 shares; 2026Q1: 14,499 shares 14,499 $7.24M 0.18% +358 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,519 shares; 2024Q3: 26,254 shares; 2024Q4: 69,957 shares; 2025Q1: 77,241 shares; 2025Q2: 39,113 shares; 2025Q3: 36,924 shares; 2025Q4: 42,616 shares; 2026Q1: 48,932 shares 48,932 $7.2M 0.18% +6,316 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170,762 shares; 2025Q4: 343,593 shares; 2026Q1: 258,535 shares 258,535 $7.13M 0.18% -85,058 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; 2024Q2: 104,596 shares; 2024Q3: 116,415 shares; 2024Q4: 61,055 shares; 2025Q1: 80,372 shares; 2025Q2: 90,127 shares; 2025Q3: 51,636 shares; 2025Q4: 62,850 shares; 2026Q1: 72,290 shares 72,290 $7.11M 0.18% +9,440 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,161 shares; 2024Q3: 8,633 shares; 2024Q4: 7,499 shares; 2025Q1: 8,109 shares; 2025Q2: 8,286 shares; 2025Q3: 8,254 shares; 2025Q4: 10,906 shares; 2026Q1: 13,202 shares 13,202 $7.1M 0.18% +2,296 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,381 shares; 2024Q3: 19,315 shares; 2024Q4: 17,917 shares; 2025Q1: 15,195 shares; 2025Q2: 16,845 shares; 2025Q3: 16,701 shares; 2025Q4: 17,684 shares; 2026Q1: 18,169 shares 18,169 $7.09M 0.18% +485 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,021 shares; 2024Q3: 36,357 shares; 2024Q4: 17,677 shares; 2025Q1: 17,126 shares; 2025Q2: 17,289 shares; 2025Q3: 16,504 shares; 2025Q4: 16,672 shares; 2026Q1: 15,209 shares 15,209 $7.04M 0.18% -1,463 Timeline JHCP JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,377 shares; 2026Q1: 278,915 shares 278,915 $7.01M 0.18% +142,538 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179,596 shares 179,596 $7.01M 0.18% new Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,826 shares; 2026Q1: 243,142 shares 243,142 $6.96M 0.18% +121,316 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 86,814 shares; 2024Q3: 87,802 shares; 2024Q4: 87,347 shares; 2025Q1: 41,170 shares; 2025Q2: 41,381 shares; 2025Q3: 41,475 shares; 2025Q4: 42,360 shares; 2026Q1: 44,872 shares 44,872 $6.92M 0.17% +2,512 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 82,318 shares; 2024Q3: 87,637 shares; 2024Q4: 93,083 shares; 2025Q1: 111,853 shares; 2025Q2: 131,366 shares; 2025Q3: 164,963 shares; 2025Q4: 173,022 shares; 2026Q1: 189,803 shares 189,803 $6.81M 0.17% +16,781 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 27,461 shares; 2024Q4: 42,422 shares; 2025Q1: 38,897 shares; 2025Q2: 32,817 shares; 2025Q3: 71,484 shares; 2025Q4: 96,605 shares; 2026Q1: 135,074 shares 135,074 $6.69M 0.17% +38,469 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 89,936 shares; 2024Q3: 172,107 shares; 2024Q4: 161,736 shares; 2025Q1: 103,857 shares; 2025Q2: 101,438 shares; 2025Q3: 104,400 shares; 2025Q4: 104,157 shares; 2026Q1: 103,981 shares 103,981 $6.62M 0.17% -176 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 1,474 shares; 2025Q2: 1,605 shares; 2025Q3: 1,681 shares; 2025Q4: 1,849 shares; 2026Q1: 3,786 shares 3,786 $6.55M 0.16% +1,937 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,272 shares; 2024Q3: 6,280 shares; 2024Q4: 8,379 shares; 2025Q1: 8,068 shares; 2025Q2: 6,776 shares; 2025Q3: 6,303 shares; 2025Q4: 61,593 shares; 2026Q1: 67,100 shares 67,100 $6.45M 0.16% +5,507 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,690 shares; 2024Q3: 9,682 shares; 2024Q4: 30,266 shares; 2025Q1: 28,163 shares; 2025Q2: 30,181 shares; 2025Q3: 28,723 shares; 2025Q4: 30,226 shares; 2026Q1: 35,147 shares 35,147 $6.38M 0.16% +4,921 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; 2024Q2: 161,195 shares; 2024Q3: 162,064 shares; 2024Q4: 194,234 shares; 2025Q1: 217,508 shares; 2025Q2: 165,075 shares; 2025Q3: 99,978 shares; 2025Q4: 59,959 shares; 2026Q1: 101,453 shares 101,453 $6.35M 0.16% +41,494 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; 2024Q2: 31,289 shares; 2024Q3: 30,368 shares; 2024Q4: 32,885 shares; 2025Q1: 32,381 shares; 2025Q2: 32,572 shares; 2025Q3: 58,302 shares; 2025Q4: 32,762 shares; 2026Q1: 32,172 shares 32,172 $6.31M 0.16% -590 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,890 shares 5,890 $6.29M 0.16% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,159 shares; 2024Q3: 8,792 shares; 2024Q4: 9,334 shares; 2025Q1: 9,244 shares; 2025Q2: 8,445 shares; 2025Q3: 17,052 shares; 2025Q4: 17,756 shares; 2026Q1: 16,955 shares 16,955 $6.28M 0.16% -801 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 114,822 shares; 2024Q3: 117,190 shares; 2024Q4: 123,711 shares; 2025Q1: 133,281 shares; 2025Q2: 173,679 shares; 2025Q3: 209,348 shares; 2025Q4: 220,288 shares; 2026Q1: 230,602 shares 230,602 $6.26M 0.16% +10,314 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 95,880 shares; 2024Q3: 95,341 shares; 2024Q4: 93,441 shares; 2025Q1: 86,882 shares; 2025Q2: 57,233 shares; 2025Q3: 54,357 shares; 2025Q4: 52,056 shares; 2026Q1: 47,303 shares 47,303 $6.2M 0.16% -4,753 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,686 shares; 2025Q3: 38,636 shares; 2025Q4: 418,004 shares; 2026Q1: 607,341 shares 607,341 $6.18M 0.16% +189,337 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 68,896 shares; 2024Q3: 85,582 shares; 2024Q4: 76,555 shares; 2025Q1: 90,397 shares; 2025Q2: 90,506 shares; 2025Q3: 91,093 shares; 2025Q4: 101,057 shares; 2026Q1: 92,837 shares 92,837 $6.17M 0.16% -8,220 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,018 shares; 2025Q3: 248,354 shares; 2025Q4: 247,974 shares; 2026Q1: 257,604 shares 257,604 $6.15M 0.15% +9,630 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; 2024Q2: 15,836 shares; 2024Q3: not reported; 2024Q4: 12,496 shares; 2025Q1: 15,933 shares; 2025Q2: 12,554 shares; 2025Q3: 11,190 shares; 2025Q4: 13,190 shares; 2026Q1: 380,821 shares 380,821 $6.05M 0.15% +367,631 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,207 shares; 2024Q3: 10,975 shares; 2024Q4: 54,064 shares; 2025Q1: 15,467 shares; 2025Q2: 35,483 shares; 2025Q3: 45,319 shares; 2025Q4: 42,261 shares; 2026Q1: 21,233 shares 21,233 $6.03M 0.15% -21,028 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; 2024Q2: 68,071 shares; 2024Q3: 68,578 shares; 2024Q4: 70,232 shares; 2025Q1: 173,812 shares; 2025Q2: 174,240 shares; 2025Q3: 173,144 shares; 2025Q4: 165,858 shares; 2026Q1: 82,743 shares 82,743 $6.02M 0.15% -83,115 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; 2024Q2: 17,006 shares; 2024Q3: 16,105 shares; 2024Q4: 39,946 shares; 2025Q1: 39,288 shares; 2025Q2: 36,427 shares; 2025Q3: 36,045 shares; 2025Q4: 39,824 shares; 2026Q1: 41,058 shares 41,058 $6.02M 0.15% +1,234 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,750 shares; 2025Q4: 105,083 shares; 2026Q1: 117,823 shares 117,823 $5.93M 0.15% +12,740 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; 2024Q2: 10,724 shares; 2024Q3: 10,046 shares; 2024Q4: 10,541 shares; 2025Q1: 9,738 shares; 2025Q2: 10,116 shares; 2025Q3: 10,125 shares; 2025Q4: 9,917 shares; 2026Q1: 13,500 shares 13,500 $5.9M 0.15% +3,583 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 79,021 shares; 2024Q3: 75,200 shares; 2024Q4: 73,200 shares; 2025Q1: 88,513 shares; 2025Q2: 99,017 shares; 2025Q3: 110,055 shares; 2025Q4: 134,000 shares; 2026Q1: 140,475 shares 140,475 $5.78M 0.15% +6,475 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,274 shares; 2024Q3: 27,487 shares; 2024Q4: 27,934 shares; 2025Q1: 27,270 shares; 2025Q2: 31,171 shares; 2025Q3: 29,117 shares; 2025Q4: 29,447 shares; 2026Q1: 30,085 shares 30,085 $5.77M 0.15% +638 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 51,432 shares; 2024Q3: 54,658 shares; 2024Q4: 58,097 shares; 2025Q1: 62,063 shares; 2025Q2: 83,646 shares; 2025Q3: 102,252 shares; 2025Q4: 108,572 shares; 2026Q1: 114,131 shares 114,131 $5.71M 0.14% +5,559 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 145,547 shares; 2025Q1: 175,246 shares; 2025Q2: 186,621 shares; 2025Q3: 190,518 shares; 2025Q4: 250,929 shares; 2026Q1: 200,271 shares 200,271 $5.69M 0.14% -50,658 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; 2024Q2: 26,684 shares; 2024Q3: 27,215 shares; 2024Q4: 22,680 shares; 2025Q1: 25,002 shares; 2025Q2: 22,413 shares; 2025Q3: 21,545 shares; 2025Q4: 22,413 shares; 2026Q1: 23,199 shares 23,199 $5.66M 0.14% +786 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,650 shares; 2024Q3: 11,058 shares; 2024Q4: 12,206 shares; 2025Q1: 12,477 shares; 2025Q2: 12,905 shares; 2025Q3: 14,471 shares; 2025Q4: 19,499 shares; 2026Q1: 18,694 shares 18,694 $5.65M 0.14% -805 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; 2024Q2: 19,445 shares; 2024Q3: 19,564 shares; 2024Q4: 19,966 shares; 2025Q1: 22,469 shares; 2025Q2: 22,616 shares; 2025Q3: 22,647 shares; 2025Q4: 23,141 shares; 2026Q1: 23,690 shares 23,690 $5.6M 0.14% +549 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; 2024Q2: 41,254 shares; 2024Q3: 38,999 shares; 2024Q4: 58,735 shares; 2025Q1: 71,462 shares; 2025Q2: 60,617 shares; 2025Q3: 62,542 shares; 2025Q4: 71,445 shares; 2026Q1: 76,839 shares 76,839 $5.53M 0.14% +5,394 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,942 shares; 2025Q1: 44,801 shares; 2025Q2: 52,160 shares; 2025Q3: 45,329 shares; 2025Q4: 45,962 shares; 2026Q1: 54,330 shares 54,330 $5.52M 0.14% +8,368 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,192 shares; 2024Q3: 14,602 shares; 2024Q4: 71,437 shares; 2025Q1: 77,563 shares; 2025Q2: 90,429 shares; 2025Q3: 95,209 shares; 2025Q4: 101,938 shares; 2026Q1: 110,971 shares 110,971 $5.48M 0.14% +9,033 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,800 shares; 2024Q4: 184,410 shares; 2025Q1: 344,658 shares; 2025Q2: 389,624 shares; 2025Q3: 162,446 shares; 2025Q4: 138,919 shares; 2026Q1: 107,650 shares 107,650 $5.42M 0.14% -31,269 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 142,467 shares; 2024Q3: 135,844 shares; 2024Q4: 209,317 shares; 2025Q1: 206,154 shares; 2025Q2: 211,616 shares; 2025Q3: 212,888 shares; 2025Q4: 207,437 shares; 2026Q1: 48,797 shares 48,797 $5.35M 0.13% -158,640 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,394 shares; 2025Q3: 119,902 shares; 2025Q4: 121,243 shares; 2026Q1: 114,777 shares 114,777 $5.26M 0.13% -6,466 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,298 shares; 2024Q3: 11,431 shares; 2024Q4: 11,994 shares; 2025Q1: 11,994 shares; 2025Q2: 12,043 shares; 2025Q3: 73,234 shares; 2025Q4: 95,725 shares; 2026Q1: 65,302 shares 65,302 $5.26M 0.13% -30,423 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; 2024Q2: 8,392 shares; 2024Q3: 8,302 shares; 2024Q4: 9,976 shares; 2025Q1: 8,657 shares; 2025Q2: 9,440 shares; 2025Q3: 10,109 shares; 2025Q4: 11,932 shares; 2026Q1: 15,544 shares 15,544 $5.25M 0.13% +3,612 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,934 shares; 2024Q3: 20,385 shares; 2024Q4: 50,995 shares; 2025Q1: 62,469 shares; 2025Q2: 18,617 shares; 2025Q3: 19,247 shares; 2025Q4: 20,924 shares; 2026Q1: 20,838 shares 20,838 $5.22M 0.13% -86 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 59,258 shares; 2024Q3: 75,246 shares; 2024Q4: 75,055 shares; 2025Q1: 69,597 shares; 2025Q2: 81,007 shares; 2025Q3: 79,102 shares; 2025Q4: 78,093 shares; 2026Q1: 69,852 shares 69,852 $5.19M 0.13% -8,241 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 90,899 shares; 2024Q3: 85,253 shares; 2024Q4: 79,108 shares; 2025Q1: 73,059 shares; 2025Q2: 59,164 shares; 2025Q3: 60,253 shares; 2025Q4: 58,450 shares; 2026Q1: 55,752 shares 55,752 $5.18M 0.13% -2,698 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,068 shares; 2024Q3: 35,158 shares; 2024Q4: 56,204 shares; 2025Q1: 58,516 shares; 2025Q2: 46,420 shares; 2025Q3: 44,868 shares; 2025Q4: 44,267 shares; 2026Q1: 46,402 shares 46,402 $5.13M 0.13% +2,135 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 100,606 shares; 2024Q3: 86,427 shares; 2024Q4: 99,953 shares; 2025Q1: 85,553 shares; 2025Q2: 95,225 shares; 2025Q3: 86,800 shares; 2025Q4: 107,679 shares; 2026Q1: 128,863 shares 128,863 $5.11M 0.13% +21,184 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; 2024Q2: 3,054 shares; 2024Q3: 2,420 shares; 2024Q4: 2,478 shares; 2025Q1: 3,174 shares; 2025Q2: 6,684 shares; 2025Q3: 6,787 shares; 2025Q4: 15,694 shares; 2026Q1: 17,568 shares 17,568 $5.1M 0.13% +1,874 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; 2024Q2: 22,646 shares; 2024Q3: 22,700 shares; 2024Q4: 16,912 shares; 2025Q1: 15,691 shares; 2025Q2: 11,343 shares; 2025Q3: 11,396 shares; 2025Q4: 12,944 shares; 2026Q1: 15,476 shares 15,476 $5.09M 0.13% +2,532 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,329 shares; 2024Q3: 27,078 shares; 2024Q4: 25,153 shares; 2025Q1: 97,246 shares; 2025Q2: 30,727 shares; 2025Q3: 30,761 shares; 2025Q4: 34,772 shares; 2026Q1: 44,007 shares 44,007 $5.06M 0.13% +9,235 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 120,232 shares; 2024Q3: 95,177 shares; 2024Q4: 104,115 shares; 2025Q1: 114,254 shares; 2025Q2: 95,933 shares; 2025Q3: 89,593 shares; 2025Q4: 89,420 shares; 2026Q1: 80,630 shares 80,630 $5.05M 0.13% -8,790 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,885 shares; 2024Q3: 16,438 shares; 2024Q4: 17,087 shares; 2025Q1: 35,269 shares; 2025Q2: 37,155 shares; 2025Q3: 38,639 shares; 2025Q4: 49,020 shares; 2026Q1: 44,497 shares 44,497 $5.05M 0.13% -4,523 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; 2024Q2: 8,489 shares; 2024Q3: 8,255 shares; 2024Q4: 66,070 shares; 2025Q1: 86,115 shares; 2025Q2: 88,020 shares; 2025Q3: 104,095 shares; 2025Q4: 102,796 shares; 2026Q1: 56,816 shares 56,816 $5.01M 0.13% -45,980 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,762 shares; 2024Q3: 29,830 shares; 2024Q4: 28,343 shares; 2025Q1: 23,985 shares; 2025Q2: 22,614 shares; 2025Q3: 21,119 shares; 2025Q4: 20,680 shares; 2026Q1: 20,056 shares 20,056 $4.95M 0.12% -624 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 89,909 shares; 2024Q3: 102,466 shares; 2024Q4: 103,168 shares; 2025Q1: 100,758 shares; 2025Q2: 125,360 shares; 2025Q3: 125,379 shares; 2025Q4: 123,563 shares; 2026Q1: 127,012 shares 127,012 $4.95M 0.12% +3,449 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,276 shares; 2025Q4: 24,958 shares; 2026Q1: 58,130 shares 58,130 $4.93M 0.12% +33,172 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; 2024Q2: 40,994 shares; 2024Q3: 49,019 shares; 2024Q4: 50,680 shares; 2025Q1: 70,231 shares; 2025Q2: 71,738 shares; 2025Q3: 75,320 shares; 2025Q4: 79,908 shares; 2026Q1: 76,822 shares 76,822 $4.92M 0.12% -3,086 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 373,429 shares; 2024Q3: 293,477 shares; 2024Q4: 222,523 shares; 2025Q1: 187,249 shares; 2025Q2: 92,353 shares; 2025Q3: 82,183 shares; 2025Q4: 77,944 shares; 2026Q1: 86,676 shares 86,676 $4.91M 0.12% +8,732 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 119,475 shares; 2024Q3: 115,675 shares; 2024Q4: 125,025 shares; 2025Q1: 142,724 shares; 2025Q2: 149,864 shares; 2025Q3: 150,510 shares; 2025Q4: 136,674 shares; 2026Q1: 106,324 shares 106,324 $4.9M 0.12% -30,350 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; 2024Q2: 76,531 shares; 2024Q3: 80,120 shares; 2024Q4: 83,599 shares; 2025Q1: 49,325 shares; 2025Q2: 32,842 shares; 2025Q3: 31,702 shares; 2025Q4: 31,253 shares; 2026Q1: 33,820 shares 33,820 $4.88M 0.12% +2,567 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; 2024Q2: not reported; 2024Q3: 5,537 shares; 2024Q4: 50,666 shares; 2025Q1: 68,067 shares; 2025Q2: 58,923 shares; 2025Q3: 70,610 shares; 2025Q4: 9,336 shares; 2026Q1: 97,976 shares 97,976 $4.88M 0.12% +88,640 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,444 shares; 2024Q3: 57,041 shares; 2024Q4: 58,094 shares; 2025Q1: 66,451 shares; 2025Q2: 72,522 shares; 2025Q3: 71,200 shares; 2025Q4: 64,373 shares; 2026Q1: 211,142 shares 211,142 $4.84M 0.12% +146,769 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; 2024Q2: 48,754 shares; 2024Q3: 57,946 shares; 2024Q4: 74,533 shares; 2025Q1: 77,321 shares; 2025Q2: 79,260 shares; 2025Q3: 93,831 shares; 2025Q4: 100,791 shares; 2026Q1: 93,141 shares 93,141 $4.84M 0.12% -7,650 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,765 shares; 2024Q3: 5,904 shares; 2024Q4: 7,598 shares; 2025Q1: 3,348 shares; 2025Q2: 3,442 shares; 2025Q3: 3,049 shares; 2025Q4: 3,062 shares; 2026Q1: 13,558 shares 13,558 $4.83M 0.12% +10,496 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,462 shares; 2024Q3: 2,306 shares; 2024Q4: 19,022 shares; 2025Q1: 18,736 shares; 2025Q2: 18,401 shares; 2025Q3: 18,928 shares; 2025Q4: 40,970 shares; 2026Q1: 43,932 shares 43,932 $4.79M 0.12% +2,962 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,950 shares; 2024Q3: 60,928 shares; 2024Q4: 71,806 shares; 2025Q1: 54,486 shares; 2025Q2: 61,135 shares; 2025Q3: 43,752 shares; 2025Q4: 57,288 shares; 2026Q1: 62,194 shares 62,194 $4.71M 0.12% +4,906 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,924 shares; 2026Q1: 34,479 shares 34,479 $4.69M 0.12% +14,555 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,925 shares; 2025Q2: 40,361 shares; 2025Q3: 50,223 shares; 2025Q4: not reported; 2026Q1: 365,388 shares 365,388 $4.68M 0.12% new 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; 2024Q2: 18,436 shares; 2024Q3: 20,944 shares; 2024Q4: 21,240 shares; 2025Q1: 23,288 shares; 2025Q2: 19,016 shares; 2025Q3: 18,356 shares; 2025Q4: 20,090 shares; 2026Q1: 20,000 shares 20,000 $4.52M 0.11% -90 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,416 shares; 2025Q4: 36,593 shares; 2026Q1: 63,723 shares 63,723 $4.51M 0.11% +27,130 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 917,705 shares; 2024Q3: 1,192,800 shares; 2024Q4: 1,186,461 shares; 2025Q1: 526,920 shares; 2025Q2: 485,040 shares; 2025Q3: 333,871 shares; 2025Q4: 331,569 shares; 2026Q1: 51,493 shares 51,493 $4.46M 0.11% -280,076 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,921 shares; 2026Q1: 97,589 shares 97,589 $4.45M 0.11% +57,668 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; 2024Q2: 1,965 shares; 2024Q3: 1,553 shares; 2024Q4: 1,830 shares; 2025Q1: 1,653 shares; 2025Q2: 1,602 shares; 2025Q3: 1,609 shares; 2025Q4: 1,638 shares; 2026Q1: 13,916 shares 13,916 $4.43M 0.11% +12,278 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; 2024Q2: 75,069 shares; 2024Q3: 75,049 shares; 2024Q4: 76,886 shares; 2025Q1: 25,390 shares; 2025Q2: 45,395 shares; 2025Q3: 55,388 shares; 2025Q4: 52,856 shares; 2026Q1: 18,261 shares 18,261 $4.43M 0.11% -34,595 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,249 shares; 2025Q3: 77,208 shares; 2025Q4: 81,205 shares; 2026Q1: 88,451 shares 88,451 $4.43M 0.11% +7,246 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,304 shares; 2025Q2: 1,522 shares; 2025Q3: 1,508 shares; 2025Q4: 1,990 shares; 2026Q1: 3,004 shares 3,004 $4.42M 0.11% +1,014 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,876 shares; 2025Q3: 4,973 shares; 2025Q4: 5,020 shares; 2026Q1: 60,764 shares 60,764 $4.42M 0.11% +55,744 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,791 shares; 2024Q3: 23,887 shares; 2024Q4: 29,966 shares; 2025Q1: 80,826 shares; 2025Q2: 83,722 shares; 2025Q3: 86,212 shares; 2025Q4: 125,562 shares; 2026Q1: 131,799 shares 131,799 $4.41M 0.11% +6,237 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,521 shares 100,521 $4.34M 0.11% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,533 shares; 2025Q3: 123,169 shares; 2025Q4: 110,836 shares; 2026Q1: 118,300 shares 118,300 $4.28M 0.11% +7,464 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,881 shares; 2024Q3: 13,779 shares; 2024Q4: 14,634 shares; 2025Q1: 20,079 shares; 2025Q2: 18,966 shares; 2025Q3: 18,727 shares; 2025Q4: 25,484 shares; 2026Q1: 23,182 shares 23,182 $4.22M 0.11% -2,302 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; 2024Q2: 20,800 shares; 2024Q3: 26,070 shares; 2024Q4: 98,809 shares; 2025Q1: 104,456 shares; 2025Q2: 121,285 shares; 2025Q3: 131,496 shares; 2025Q4: 103,737 shares; 2026Q1: 61,937 shares 61,937 $4.22M 0.11% -41,800 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,034 shares; 2024Q3: 3,382 shares; 2024Q4: 2,897 shares; 2025Q1: 2,288 shares; 2025Q2: 1,785 shares; 2025Q3: 1,617 shares; 2025Q4: 1,273 shares; 2026Q1: 24,828 shares 24,828 $4.2M 0.11% +23,555 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,643 shares; 2025Q2: 16,115 shares; 2025Q3: 16,313 shares; 2025Q4: 18,439 shares; 2026Q1: 32,897 shares 32,897 $4.16M 0.1% +14,458 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 63,109 shares; 2024Q3: 192,917 shares; 2024Q4: 267,015 shares; 2025Q1: 386,884 shares; 2025Q2: 441,657 shares; 2025Q3: 457,775 shares; 2025Q4: 286,897 shares; 2026Q1: 286,721 shares 286,721 $4.15M 0.1% -176 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,360 shares; 2025Q3: 183,673 shares; 2025Q4: 108,325 shares; 2026Q1: 87,596 shares 87,596 $4.09M 0.1% -20,729 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; 2024Q2: 4,591 shares; 2024Q3: 5,123 shares; 2024Q4: 5,982 shares; 2025Q1: 5,748 shares; 2025Q2: 6,369 shares; 2025Q3: 6,185 shares; 2025Q4: 8,437 shares; 2026Q1: 11,817 shares 11,817 $4.04M 0.1% +3,380 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; 2024Q2: 1,466 shares; 2024Q3: 2,348 shares; 2024Q4: 26,402 shares; 2025Q1: 23,071 shares; 2025Q2: 9,239 shares; 2025Q3: 10,711 shares; 2025Q4: 10,878 shares; 2026Q1: 14,401 shares 14,401 $4.02M 0.1% +3,523 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,847 shares; 2024Q3: 26,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,835 shares 54,835 $4.01M 0.1% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 146,710 shares; 2024Q3: 148,210 shares; 2024Q4: 143,011 shares; 2025Q1: 147,014 shares; 2025Q2: 148,007 shares; 2025Q3: 164,034 shares; 2025Q4: 223,136 shares; 2026Q1: 232,987 shares 232,987 $3.99M 0.1% +9,851 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,673 shares; 2024Q3: 3,676 shares; 2024Q4: 69,813 shares; 2025Q1: 71,556 shares; 2025Q2: 59,141 shares; 2025Q3: 57,846 shares; 2025Q4: 53,268 shares; 2026Q1: 17,164 shares 17,164 $3.96M 0.1% -36,104 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; 2024Q2: 18,761 shares; 2024Q3: 18,659 shares; 2024Q4: 19,000 shares; 2025Q1: 18,933 shares; 2025Q2: 18,714 shares; 2025Q3: 18,238 shares; 2025Q4: 20,977 shares; 2026Q1: 20,328 shares 20,328 $3.95M 0.1% -649 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,518 shares; 2024Q3: 14,704 shares; 2024Q4: 12,454 shares; 2025Q1: 12,592 shares; 2025Q2: 13,250 shares; 2025Q3: 13,057 shares; 2025Q4: 14,215 shares; 2026Q1: 19,833 shares 19,833 $3.93M 0.1% +5,618 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; 2024Q2: 73,945 shares; 2024Q3: 55,825 shares; 2024Q4: 76,904 shares; 2025Q1: 79,070 shares; 2025Q2: 91,438 shares; 2025Q3: 124,401 shares; 2025Q4: 116,864 shares; 2026Q1: 87,647 shares 87,647 $3.93M 0.1% -29,217 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,929 shares; 2024Q3: 27,637 shares; 2024Q4: 32,360 shares; 2025Q1: 32,587 shares; 2025Q2: 33,411 shares; 2025Q3: 35,505 shares; 2025Q4: 44,898 shares; 2026Q1: 39,541 shares 39,541 $3.82M 0.1% -5,357 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; 2024Q2: 16,320 shares; 2024Q3: 19,908 shares; 2024Q4: 30,501 shares; 2025Q1: 41,969 shares; 2025Q2: 31,175 shares; 2025Q3: 41,943 shares; 2025Q4: 42,089 shares; 2026Q1: 39,237 shares 39,237 $3.78M 0.1% -2,852 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 74,694 shares; 2024Q3: 101,203 shares; 2024Q4: 109,440 shares; 2025Q1: 57,441 shares; 2025Q2: 59,061 shares; 2025Q3: 80,737 shares; 2025Q4: 68,751 shares; 2026Q1: 84,604 shares 84,604 $3.73M 0.09% +15,853 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,502 shares; 2024Q3: 5,495 shares; 2024Q4: 5,495 shares; 2025Q1: 6,165 shares; 2025Q2: 6,365 shares; 2025Q3: 6,069 shares; 2025Q4: 6,054 shares; 2026Q1: 24,626 shares 24,626 $3.73M 0.09% +18,572 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; 2024Q2: 27,808 shares; 2024Q3: 14,288 shares; 2024Q4: 14,094 shares; 2025Q1: 14,883 shares; 2025Q2: 10,722 shares; 2025Q3: 11,730 shares; 2025Q4: 12,647 shares; 2026Q1: 12,878 shares 12,878 $3.65M 0.09% +231 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,591 shares; 2024Q3: 3,332 shares; 2024Q4: 3,738 shares; 2025Q1: 5,959 shares; 2025Q2: 33,219 shares; 2025Q3: 33,160 shares; 2025Q4: 37,349 shares; 2026Q1: 17,263 shares 17,263 $3.65M 0.09% -20,086 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 168,495 shares; 2024Q3: 85,115 shares; 2024Q4: 78,894 shares; 2025Q1: 108,025 shares; 2025Q2: 93,034 shares; 2025Q3: 90,221 shares; 2025Q4: 98,671 shares; 2026Q1: 37,192 shares 37,192 $3.64M 0.09% -61,479 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; 2024Q2: 3,411 shares; 2024Q3: 3,482 shares; 2024Q4: 16,213 shares; 2025Q1: 15,759 shares; 2025Q2: 17,944 shares; 2025Q3: 18,664 shares; 2025Q4: 20,283 shares; 2026Q1: 22,432 shares 22,432 $3.63M 0.09% +2,149 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,116 shares; 2026Q1: 108,574 shares 108,574 $3.61M 0.09% +2,458 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,093 shares; 2026Q1: 69,323 shares 69,323 $3.52M 0.09% +2,230 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,326 shares; 2024Q3: 37,279 shares; 2024Q4: 44,170 shares; 2025Q1: 44,632 shares; 2025Q2: 56,912 shares; 2025Q3: 57,622 shares; 2025Q4: 59,454 shares; 2026Q1: 31,506 shares 31,506 $3.51M 0.09% -27,948 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,005 shares; 2024Q3: 12,005 shares; 2024Q4: 13,673 shares; 2025Q1: 17,893 shares; 2025Q2: 19,323 shares; 2025Q3: 26,723 shares; 2025Q4: 306,743 shares; 2026Q1: 316,813 shares 316,813 $3.49M 0.09% +10,070 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,405 shares; 2024Q3: 6,257 shares; 2024Q4: 6,689 shares; 2025Q1: 6,766 shares; 2025Q2: 6,937 shares; 2025Q3: 7,023 shares; 2025Q4: 6,989 shares; 2026Q1: 5,650 shares 5,650 $3.48M 0.09% -1,339 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,671 shares; 2025Q4: 61,977 shares; 2026Q1: 64,090 shares 64,090 $3.38M 0.09% +2,113 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,101 shares; 2024Q3: 47,890 shares; 2024Q4: 49,507 shares; 2025Q1: 52,064 shares; 2025Q2: 52,693 shares; 2025Q3: 52,436 shares; 2025Q4: 55,991 shares; 2026Q1: 56,867 shares 56,867 $3.37M 0.08% +876 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,380 shares; 2024Q3: 22,343 shares; 2024Q4: 34,695 shares; 2025Q1: 30,596 shares; 2025Q2: 32,382 shares; 2025Q3: 32,460 shares; 2025Q4: 33,721 shares; 2026Q1: 34,568 shares 34,568 $3.36M 0.08% +847 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; 2024Q2: 15,665 shares; 2024Q3: 16,122 shares; 2024Q4: 57,521 shares; 2025Q1: 62,565 shares; 2025Q2: 9,088 shares; 2025Q3: 8,835 shares; 2025Q4: 9,083 shares; 2026Q1: 9,305 shares 9,305 $3.33M 0.08% +222 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,710 shares; 2024Q3: 4,739 shares; 2024Q4: 14,212 shares; 2025Q1: 22,990 shares; 2025Q2: 28,042 shares; 2025Q3: 31,969 shares; 2025Q4: 32,572 shares; 2026Q1: 25,121 shares 25,121 $3.32M 0.08% -7,451 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 67,774 shares; 2024Q3: 67,483 shares; 2024Q4: 31,374 shares; 2025Q1: 20,151 shares; 2025Q2: 25,752 shares; 2025Q3: 25,296 shares; 2025Q4: 27,752 shares; 2026Q1: 27,331 shares 27,331 $3.31M 0.08% -421 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,034 shares; 2025Q1: 15,428 shares; 2025Q2: 18,118 shares; 2025Q3: 17,553 shares; 2025Q4: 18,882 shares; 2026Q1: 18,392 shares 18,392 $3.31M 0.08% -490 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; 2024Q2: 911 shares; 2024Q3: 747 shares; 2024Q4: 1,435 shares; 2025Q1: 1,732 shares; 2025Q2: 1,755 shares; 2025Q3: 2,596 shares; 2025Q4: 2,538 shares; 2026Q1: 2,504 shares 2,504 $3.31M 0.08% -34 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36,890 shares; 2025Q1: 40,921 shares; 2025Q2: 34,018 shares; 2025Q3: 37,929 shares; 2025Q4: 45,223 shares; 2026Q1: 41,563 shares 41,563 $3.29M 0.08% -3,660 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,004 shares; 2024Q3: 17,664 shares; 2024Q4: 17,548 shares; 2025Q1: 12,692 shares; 2025Q2: 16,539 shares; 2025Q3: 16,646 shares; 2025Q4: 15,947 shares; 2026Q1: 16,828 shares 16,828 $3.23M 0.08% +881 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 38,388 shares; 2024Q3: 38,058 shares; 2024Q4: 50,817 shares; 2025Q1: 52,202 shares; 2025Q2: 53,255 shares; 2025Q3: 62,766 shares; 2025Q4: 61,818 shares; 2026Q1: 64,071 shares 64,071 $3.19M 0.08% +2,253 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,090 shares; 2026Q1: 37,161 shares 37,161 $3.18M 0.08% +19,071 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,390 shares 57,390 $3.17M 0.08% new 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; 2024Q2: 7,356 shares; 2024Q3: 7,198 shares; 2024Q4: 7,588 shares; 2025Q1: 8,787 shares; 2025Q2: 8,995 shares; 2025Q3: 9,509 shares; 2025Q4: 9,683 shares; 2026Q1: 10,457 shares 10,457 $3.16M 0.08% +774 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46,583 shares; 2025Q1: 53,135 shares; 2025Q2: 54,595 shares; 2025Q3: 58,142 shares; 2025Q4: 63,502 shares; 2026Q1: 71,434 shares 71,434 $3.07M 0.08% +7,932 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; 2024Q2: 5,400 shares; 2024Q3: 5,398 shares; 2024Q4: 3,980 shares; 2025Q1: 4,767 shares; 2025Q2: 5,082 shares; 2025Q3: 5,111 shares; 2025Q4: 5,582 shares; 2026Q1: 5,559 shares 5,559 $3.05M 0.08% -23 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; 2024Q2: 147,243 shares; 2024Q3: 141,184 shares; 2024Q4: 149,084 shares; 2025Q1: 150,219 shares; 2025Q2: 150,321 shares; 2025Q3: 150,839 shares; 2025Q4: 141,764 shares; 2026Q1: 167,997 shares 167,997 $3.03M 0.08% +26,233 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; 2024Q2: 4,209 shares; 2024Q3: 4,614 shares; 2024Q4: 104,803 shares; 2025Q1: 102,941 shares; 2025Q2: 102,883 shares; 2025Q3: 99,109 shares; 2025Q4: 97,186 shares; 2026Q1: 25,233 shares 25,233 $2.99M 0.08% -71,953 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,398 shares; 2024Q3: 13,925 shares; 2024Q4: 11,928 shares; 2025Q1: 16,438 shares; 2025Q2: 18,156 shares; 2025Q3: 16,149 shares; 2025Q4: 18,582 shares; 2026Q1: 40,149 shares 40,149 $2.99M 0.08% +21,567 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,998 shares; 2025Q3: 3,923 shares; 2025Q4: 14,286 shares; 2026Q1: 49,234 shares 49,234 $2.98M 0.07% +34,948 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,563 shares; 2024Q3: 6,541 shares; 2024Q4: 7,168 shares; 2025Q1: 7,773 shares; 2025Q2: 6,797 shares; 2025Q3: 6,359 shares; 2025Q4: 6,147 shares; 2026Q1: 9,023 shares 9,023 $2.97M 0.07% +2,876 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 112,681 shares; 2024Q3: 122,849 shares; 2024Q4: 144,284 shares; 2025Q1: 164,196 shares; 2025Q2: 102,254 shares; 2025Q3: 44,822 shares; 2025Q4: 38,153 shares; 2026Q1: 57,081 shares 57,081 $2.93M 0.07% +18,928 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,880 shares; 2025Q4: 98,914 shares; 2026Q1: 102,306 shares 102,306 $2.9M 0.07% +3,392 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,035 shares; 2024Q3: 35,563 shares; 2024Q4: 44,814 shares; 2025Q1: 53,103 shares; 2025Q2: 54,190 shares; 2025Q3: 57,667 shares; 2025Q4: 57,969 shares; 2026Q1: 58,518 shares 58,518 $2.89M 0.07% +549 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,494 shares; 2026Q1: 37,421 shares 37,421 $2.85M 0.07% -1,073 Timeline HYLS 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; 2024Q2: 47,193 shares; 2024Q3: 49,162 shares; 2024Q4: 50,569 shares; 2025Q1: 46,751 shares; 2025Q2: 49,349 shares; 2025Q3: 49,109 shares; 2025Q4: 52,523 shares; 2026Q1: 70,087 shares 70,087 $2.84M 0.07% +17,564 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,244 shares; 2024Q3: 29,571 shares; 2024Q4: 30,377 shares; 2025Q1: 30,523 shares; 2025Q2: 32,419 shares; 2025Q3: 32,900 shares; 2025Q4: 34,165 shares; 2026Q1: 32,752 shares 32,752 $2.83M 0.07% -1,413 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,284 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,329 shares; 2025Q3: 74,294 shares; 2025Q4: 78,397 shares; 2026Q1: 55,134 shares 55,134 $2.81M 0.07% -23,263 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 253,959 shares; 2024Q3: 258,336 shares; 2024Q4: 189,365 shares; 2025Q1: 271,432 shares; 2025Q2: 299,129 shares; 2025Q3: 85,862 shares; 2025Q4: 17,543 shares; 2026Q1: 67,325 shares 67,325 $2.8M 0.07% +49,782 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,607 shares; 2024Q3: 13,114 shares; 2024Q4: 16,297 shares; 2025Q1: 16,562 shares; 2025Q2: 5,826 shares; 2025Q3: 4,487 shares; 2025Q4: 4,671 shares; 2026Q1: 12,938 shares 12,938 $2.78M 0.07% +8,267 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,683 shares 66,683 $2.74M 0.07% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,200 shares; 2024Q3: 14,725 shares; 2024Q4: 15,121 shares; 2025Q1: 5,880 shares; 2025Q2: 7,232 shares; 2025Q3: 5,434 shares; 2025Q4: 11,278 shares; 2026Q1: 12,804 shares 12,804 $2.7M 0.07% +1,526 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,054 shares; 2024Q3: 20,933 shares; 2024Q4: 21,871 shares; 2025Q1: 21,895 shares; 2025Q2: 22,409 shares; 2025Q3: 23,573 shares; 2025Q4: 25,198 shares; 2026Q1: 25,433 shares 25,433 $2.7M 0.07% +235 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; 2024Q2: 11,718 shares; 2024Q3: 10,548 shares; 2024Q4: 9,318 shares; 2025Q1: 5,405 shares; 2025Q2: 8,541 shares; 2025Q3: 7,658 shares; 2025Q4: 9,403 shares; 2026Q1: 13,585 shares 13,585 $2.69M 0.07% +4,182 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,154 shares; 2024Q3: 2,514 shares; 2024Q4: 6,680 shares; 2025Q1: 5,106 shares; 2025Q2: 4,278 shares; 2025Q3: 5,076 shares; 2025Q4: 5,512 shares; 2026Q1: 10,661 shares 10,661 $2.64M 0.07% +5,149 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 92,269 shares; 2024Q3: 84,547 shares; 2024Q4: 80,785 shares; 2025Q1: 77,913 shares; 2025Q2: 77,909 shares; 2025Q3: 77,311 shares; 2025Q4: 75,281 shares; 2026Q1: 69,169 shares 69,169 $2.64M 0.07% -6,112 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,704 shares; 2025Q1: 24,390 shares; 2025Q2: 30,860 shares; 2025Q3: 27,043 shares; 2025Q4: 22,125 shares; 2026Q1: 27,349 shares 27,349 $2.62M 0.07% +5,224 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,060 shares; 2024Q4: 2,343 shares; 2025Q1: 2,399 shares; 2025Q2: 7,660 shares; 2025Q3: 8,661 shares; 2025Q4: 8,911 shares; 2026Q1: 9,637 shares 9,637 $2.62M 0.07% +726 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; 2024Q2: 17,838 shares; 2024Q3: 17,260 shares; 2024Q4: 17,525 shares; 2025Q1: 14,542 shares; 2025Q2: 10,165 shares; 2025Q3: 10,499 shares; 2025Q4: 10,476 shares; 2026Q1: 10,617 shares 10,617 $2.62M 0.07% +141 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 55,330 shares; 2024Q3: 56,590 shares; 2024Q4: 78,945 shares; 2025Q1: 46,911 shares; 2025Q2: 66,750 shares; 2025Q3: 58,753 shares; 2025Q4: 48,774 shares; 2026Q1: 58,106 shares 58,106 $2.61M 0.07% +9,332 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,264 shares; 2025Q4: 83,093 shares; 2026Q1: 87,733 shares 87,733 $2.59M 0.07% +4,640 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 49,948 shares; 2024Q3: 49,297 shares; 2024Q4: 49,939 shares; 2025Q1: 42,629 shares; 2025Q2: 44,868 shares; 2025Q3: 44,317 shares; 2025Q4: 46,335 shares; 2026Q1: 45,134 shares 45,134 $2.58M 0.06% -1,201 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; 2024Q2: 39,648 shares; 2024Q3: 39,094 shares; 2024Q4: 41,267 shares; 2025Q1: 40,134 shares; 2025Q2: 27,147 shares; 2025Q3: 27,211 shares; 2025Q4: 27,003 shares; 2026Q1: 33,563 shares 33,563 $2.57M 0.06% +6,560 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,750 shares; 2024Q3: 35,769 shares; 2024Q4: 35,788 shares; 2025Q1: 96,844 shares; 2025Q2: 97,247 shares; 2025Q3: 98,274 shares; 2025Q4: 104,416 shares; 2026Q1: 105,380 shares 105,380 $2.56M 0.06% +964 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,225 shares; 2024Q3: 3,680 shares; 2024Q4: 7,055 shares; 2025Q1: 7,032 shares; 2025Q2: 6,866 shares; 2025Q3: 5,889 shares; 2025Q4: 5,751 shares; 2026Q1: 5,964 shares 5,964 $2.54M 0.06% +213 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,549 shares; 2024Q3: 13,608 shares; 2024Q4: 15,939 shares; 2025Q1: 18,964 shares; 2025Q2: 18,804 shares; 2025Q3: 19,924 shares; 2025Q4: 27,713 shares; 2026Q1: 30,916 shares 30,916 $2.53M 0.06% +3,203 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 29,098 shares; 2024Q4: 39,329 shares; 2025Q1: 39,683 shares; 2025Q2: 39,134 shares; 2025Q3: 28,462 shares; 2025Q4: 29,470 shares; 2026Q1: 23,328 shares 23,328 $2.53M 0.06% -6,142 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; 2024Q2: 2,002 shares; 2024Q3: 1,894 shares; 2024Q4: 2,265 shares; 2025Q1: 2,278 shares; 2025Q2: 2,352 shares; 2025Q3: 2,057 shares; 2025Q4: 2,098 shares; 2026Q1: 5,452 shares 5,452 $2.51M 0.06% +3,354 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,055 shares; 2026Q1: 50,063 shares 50,063 $2.51M 0.06% +21,008 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,509 shares; 2025Q4: 9,053 shares; 2026Q1: 9,188 shares 9,188 $2.49M 0.06% +135 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,280 shares; 2024Q3: 20,220 shares; 2024Q4: 20,220 shares; 2025Q1: 32,120 shares; 2025Q2: 32,470 shares; 2025Q3: 32,470 shares; 2025Q4: 27,270 shares; 2026Q1: 29,130 shares 29,130 $2.47M 0.06% +1,860 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,625 shares; 2024Q3: 2,021 shares; 2024Q4: 1,631 shares; 2025Q1: 2,099 shares; 2025Q2: 2,008 shares; 2025Q3: 9,605 shares; 2025Q4: 8,331 shares; 2026Q1: 11,293 shares 11,293 $2.47M 0.06% +2,962 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,090 shares; 2024Q3: 10,757 shares; 2024Q4: 9,054 shares; 2025Q1: 9,199 shares; 2025Q2: 4,704 shares; 2025Q3: 5,186 shares; 2025Q4: 6,570 shares; 2026Q1: 13,740 shares 13,740 $2.47M 0.06% +7,170 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,498 shares; 2025Q3: 44,829 shares; 2025Q4: 48,239 shares; 2026Q1: 49,017 shares 49,017 $2.46M 0.06% +778 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,389 shares; 2024Q3: 9,065 shares; 2024Q4: 10,988 shares; 2025Q1: 13,895 shares; 2025Q2: 13,894 shares; 2025Q3: 14,785 shares; 2025Q4: 16,665 shares; 2026Q1: 15,800 shares 15,800 $2.45M 0.06% -865 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,929 shares; 2024Q3: 5,081 shares; 2024Q4: 6,906 shares; 2025Q1: 8,347 shares; 2025Q2: 7,112 shares; 2025Q3: 7,441 shares; 2025Q4: 8,067 shares; 2026Q1: 8,542 shares 8,542 $2.45M 0.06% +475 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 94,695 shares; 2024Q3: 94,695 shares; 2024Q4: 98,325 shares; 2025Q1: 97,255 shares; 2025Q2: 163,143 shares; 2025Q3: 166,643 shares; 2025Q4: 165,903 shares; 2026Q1: 179,728 shares 179,728 $2.45M 0.06% +13,825 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,519 shares; 2026Q1: 8,241 shares 8,241 $2.44M 0.06% +4,722 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,567 shares; 2025Q2: 64,839 shares; 2025Q3: 67,084 shares; 2025Q4: 68,714 shares; 2026Q1: 77,191 shares 77,191 $2.44M 0.06% +8,477 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,510 shares; 2024Q3: 16,151 shares; 2024Q4: 18,497 shares; 2025Q1: 20,121 shares; 2025Q2: 20,501 shares; 2025Q3: 20,295 shares; 2025Q4: 20,973 shares; 2026Q1: 23,658 shares 23,658 $2.43M 0.06% +2,685 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; 2024Q2: 44,220 shares; 2024Q3: 39,060 shares; 2024Q4: 35,567 shares; 2025Q1: 39,508 shares; 2025Q2: 59,263 shares; 2025Q3: 67,712 shares; 2025Q4: 80,004 shares; 2026Q1: 84,482 shares 84,482 $2.43M 0.06% +4,478 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; 2024Q2: 30,156 shares; 2024Q3: 59,668 shares; 2024Q4: 40,232 shares; 2025Q1: 28,730 shares; 2025Q2: 75,919 shares; 2025Q3: 28,202 shares; 2025Q4: 36,723 shares; 2026Q1: 39,903 shares 39,903 $2.42M 0.06% +3,180 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,880 shares; 2025Q1: 30,776 shares; 2025Q2: 38,144 shares; 2025Q3: 35,356 shares; 2025Q4: 30,209 shares; 2026Q1: 38,411 shares 38,411 $2.42M 0.06% +8,202 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,534 shares; 2024Q3: 16,636 shares; 2024Q4: 8,655 shares; 2025Q1: 10,002 shares; 2025Q2: 7,682 shares; 2025Q3: 7,512 shares; 2025Q4: 7,113 shares; 2026Q1: 7,406 shares 7,406 $2.41M 0.06% +293 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 63,619 shares; 2024Q3: 63,495 shares; 2024Q4: 55,128 shares; 2025Q1: 55,336 shares; 2025Q2: 55,007 shares; 2025Q3: 33,775 shares; 2025Q4: 33,850 shares; 2026Q1: 33,810 shares 33,810 $2.41M 0.06% -40 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,220 shares; 2025Q1: 7,252 shares; 2025Q2: 7,139 shares; 2025Q3: 7,245 shares; 2025Q4: 7,578 shares; 2026Q1: 7,719 shares 7,719 $2.41M 0.06% +141 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 42,145 shares; 2024Q3: 79,395 shares; 2024Q4: 94,196 shares; 2025Q1: 96,984 shares; 2025Q2: 100,393 shares; 2025Q3: 91,902 shares; 2025Q4: 241,511 shares; 2026Q1: 217,795 shares 217,795 $2.41M 0.06% -23,716 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,276 shares; 2025Q1: 32,197 shares; 2025Q2: 34,158 shares; 2025Q3: 38,274 shares; 2025Q4: 42,240 shares; 2026Q1: 42,586 shares 42,586 $2.41M 0.06% +346 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 43,289 shares; 2024Q3: 37,150 shares; 2024Q4: 32,963 shares; 2025Q1: 27,642 shares; 2025Q2: 24,067 shares; 2025Q3: 22,448 shares; 2025Q4: 20,993 shares; 2026Q1: 16,843 shares 16,843 $2.39M 0.06% -4,150 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; 2024Q2: 21,440 shares; 2024Q3: 36,711 shares; 2024Q4: 64,689 shares; 2025Q1: 142,229 shares; 2025Q2: 172,690 shares; 2025Q3: 177,490 shares; 2025Q4: 182,682 shares; 2026Q1: 238,396 shares 238,396 $2.39M 0.06% +55,714 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,161 shares; 2024Q3: 2,227 shares; 2024Q4: 19,046 shares; 2025Q1: 19,127 shares; 2025Q2: 19,668 shares; 2025Q3: 17,833 shares; 2025Q4: 21,683 shares; 2026Q1: 19,736 shares 19,736 $2.38M 0.06% -1,947 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,500 shares; 2024Q3: 31,900 shares; 2024Q4: 32,400 shares; 2025Q1: 31,900 shares; 2025Q2: 29,573 shares; 2025Q3: 38,113 shares; 2025Q4: 39,343 shares; 2026Q1: 40,743 shares 40,743 $2.38M 0.06% +1,400 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 96,708 shares; 2025Q3: 63,408 shares; 2025Q4: 51,973 shares; 2026Q1: 13,005 shares 13,005 $2.37M 0.06% -38,968 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; 2024Q2: 29,650 shares; 2024Q3: 26,546 shares; 2024Q4: 26,850 shares; 2025Q1: 28,540 shares; 2025Q2: 28,810 shares; 2025Q3: 27,886 shares; 2025Q4: 28,736 shares; 2026Q1: 29,788 shares 29,788 $2.37M 0.06% +1,052 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,339 shares 30,339 $2.35M 0.06% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,005 shares; 2025Q4: 1,205 shares; 2026Q1: 1,247 shares 1,247 $2.35M 0.06% +42 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,756 shares; 2024Q3: 8,706 shares; 2024Q4: 35,181 shares; 2025Q1: 13,669 shares; 2025Q2: 15,632 shares; 2025Q3: 29,541 shares; 2025Q4: 34,020 shares; 2026Q1: 61,141 shares 61,141 $2.35M 0.06% +27,121 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,023 shares; 2025Q2: 26,023 shares; 2025Q3: 33,008 shares; 2025Q4: 39,774 shares; 2026Q1: 45,986 shares 45,986 $2.32M 0.06% +6,212 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28,530 shares; 2025Q1: 28,850 shares; 2025Q2: 40,498 shares; 2025Q3: 38,304 shares; 2025Q4: 41,141 shares; 2026Q1: 33,244 shares 33,244 $2.3M 0.06% -7,897 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 43,389 shares; 2024Q3: 44,597 shares; 2024Q4: 42,899 shares; 2025Q1: 40,361 shares; 2025Q2: 40,348 shares; 2025Q3: 40,061 shares; 2025Q4: 43,080 shares; 2026Q1: 40,518 shares 40,518 $2.29M 0.06% -2,562 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 90,905 shares; 2024Q3: 82,420 shares; 2024Q4: 80,280 shares; 2025Q1: 79,580 shares; 2025Q2: 80,430 shares; 2025Q3: 79,320 shares; 2025Q4: 77,665 shares; 2026Q1: 75,860 shares 75,860 $2.26M 0.06% -1,805 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 82,005 shares; 2024Q4: 84,914 shares; 2025Q1: 90,220 shares; 2025Q2: 87,362 shares; 2025Q3: 65,076 shares; 2025Q4: 66,859 shares; 2026Q1: 67,926 shares 67,926 $2.24M 0.06% +1,067 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,418 shares; 2026Q1: 41,531 shares 41,531 $2.24M 0.06% +22,113 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,685 shares; 2024Q3: 22,141 shares; 2024Q4: 21,711 shares; 2025Q1: 28,237 shares; 2025Q2: 13,140 shares; 2025Q3: 12,103 shares; 2025Q4: 15,893 shares; 2026Q1: 13,541 shares 13,541 $2.23M 0.06% -2,352 Timeline FSIG 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; 2024Q2: 67,956 shares; 2024Q3: 74,378 shares; 2024Q4: 93,928 shares; 2025Q1: 93,792 shares; 2025Q2: 103,294 shares; 2025Q3: 109,402 shares; 2025Q4: 110,720 shares; 2026Q1: 116,662 shares 116,662 $2.21M 0.06% +5,942 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: 13,974 shares; 2025Q2: 17,779 shares; 2025Q3: 18,020 shares; 2025Q4: 21,424 shares; 2026Q1: 27,261 shares 27,261 $2.2M 0.06% +5,837 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,737 shares; 2024Q3: 6,614 shares; 2024Q4: 6,614 shares; 2025Q1: 6,374 shares; 2025Q2: 16,580 shares; 2025Q3: 17,587 shares; 2025Q4: 31,840 shares; 2026Q1: 18,884 shares 18,884 $2.2M 0.06% -12,956 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,705 shares; 2024Q3: 76,197 shares; 2024Q4: 73,905 shares; 2025Q1: 72,692 shares; 2025Q2: 71,834 shares; 2025Q3: 46,378 shares; 2025Q4: 45,452 shares; 2026Q1: 40,020 shares 40,020 $2.2M 0.06% -5,432 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,978 shares; 2024Q3: 35,727 shares; 2024Q4: 41,755 shares; 2025Q1: 43,549 shares; 2025Q2: 39,438 shares; 2025Q3: 40,500 shares; 2025Q4: 35,307 shares; 2026Q1: 38,453 shares 38,453 $2.18M 0.05% +3,146 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,489 shares 43,489 $2.18M 0.05% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,225 shares; 2024Q3: 23,045 shares; 2024Q4: 44,174 shares; 2025Q1: 35,751 shares; 2025Q2: 63,546 shares; 2025Q3: 94,165 shares; 2025Q4: 69,030 shares; 2026Q1: 66,780 shares 66,780 $2.17M 0.05% -2,250 Timeline XSLV 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,466 shares; 2025Q1: 35,932 shares; 2025Q2: 45,387 shares; 2025Q3: 42,078 shares; 2025Q4: 36,716 shares; 2026Q1: 46,032 shares 46,032 $2.17M 0.05% +9,316 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,052 shares 61,052 $2.17M 0.05% new Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,259 shares 86,259 $2.16M 0.05% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 44,540 shares; 2025Q1: 44,418 shares; 2025Q2: 44,001 shares; 2025Q3: 43,694 shares; 2025Q4: 49,328 shares; 2026Q1: 49,328 shares 49,328 $2.15M 0.05% 0 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; 2024Q2: not reported; 2024Q3: 2,335 shares; 2024Q4: 71,431 shares; 2025Q1: 70,265 shares; 2025Q2: 78,842 shares; 2025Q3: 77,165 shares; 2025Q4: 69,929 shares; 2026Q1: 13,323 shares 13,323 $2.13M 0.05% -56,606 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,709 shares; 2025Q1: 7,414 shares; 2025Q2: 8,725 shares; 2025Q3: 8,723 shares; 2025Q4: 9,324 shares; 2026Q1: 9,457 shares 9,457 $2.12M 0.05% +133 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,901 shares; 2024Q3: 14,448 shares; 2024Q4: 14,661 shares; 2025Q1: 14,975 shares; 2025Q2: 15,518 shares; 2025Q3: 15,626 shares; 2025Q4: 15,059 shares; 2026Q1: 13,896 shares 13,896 $2.12M 0.05% -1,163 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,148 shares; 2024Q4: 8,249 shares; 2025Q1: 8,509 shares; 2025Q2: 8,547 shares; 2025Q3: 8,558 shares; 2025Q4: 5,714 shares; 2026Q1: 6,731 shares 6,731 $2.11M 0.05% +1,017 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,111 shares; 2026Q1: 45,644 shares 45,644 $2.11M 0.05% +17,533 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,919 shares 63,919 $2.1M 0.05% new Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,250 shares; 2025Q3: 81,450 shares; 2025Q4: 116,550 shares; 2026Q1: 110,609 shares 110,609 $2.07M 0.05% -5,941 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,237 shares; 2024Q3: 28,116 shares; 2024Q4: 28,116 shares; 2025Q1: 31,761 shares; 2025Q2: 30,552 shares; 2025Q3: 28,115 shares; 2025Q4: 28,115 shares; 2026Q1: 27,415 shares 27,415 $2.07M 0.05% -700 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 52,426 shares; 2024Q3: 52,383 shares; 2024Q4: 48,905 shares; 2025Q1: 45,431 shares; 2025Q2: 42,979 shares; 2025Q3: 42,412 shares; 2025Q4: 31,849 shares; 2026Q1: 22,094 shares 22,094 $2.06M 0.05% -9,755 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,020 shares; 2025Q3: 58,408 shares; 2025Q4: 47,745 shares; 2026Q1: 50,389 shares 50,389 $2.06M 0.05% +2,644 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,451 shares; 2024Q3: 46,451 shares; 2024Q4: 46,451 shares; 2025Q1: 47,133 shares; 2025Q2: 47,133 shares; 2025Q3: 48,038 shares; 2025Q4: 51,587 shares; 2026Q1: 52,543 shares 52,543 $2.04M 0.05% +956 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,412 shares; 2024Q3: 22,398 shares; 2024Q4: 24,550 shares; 2025Q1: 6,386 shares; 2025Q2: 7,461 shares; 2025Q3: 19,171 shares; 2025Q4: 25,209 shares; 2026Q1: 12,435 shares 12,435 $2.04M 0.05% -12,774 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,096 shares; 2025Q3: not reported; 2025Q4: 39,499 shares; 2026Q1: 42,398 shares 42,398 $2.04M 0.05% +2,899 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,903 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,213 shares 24,213 $2.03M 0.05% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,737 shares; 2025Q1: 2,776 shares; 2025Q2: 3,747 shares; 2025Q3: 3,936 shares; 2025Q4: 4,054 shares; 2026Q1: 11,617 shares 11,617 $2.03M 0.05% +7,563 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 8,886 shares; 2026Q1: 26,148 shares 26,148 $2.03M 0.05% +17,262 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,069 shares; 2025Q1: 11,084 shares; 2025Q2: 11,285 shares; 2025Q3: 11,285 shares; 2025Q4: 11,285 shares; 2026Q1: 17,603 shares 17,603 $2.02M 0.05% +6,318 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; 2024Q2: 864 shares; 2024Q3: 828 shares; 2024Q4: 846 shares; 2025Q1: 1,308 shares; 2025Q2: 2,882 shares; 2025Q3: 2,940 shares; 2025Q4: 2,784 shares; 2026Q1: 2,953 shares 2,953 $2.01M 0.05% +169 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,335 shares; 2024Q3: 34,945 shares; 2024Q4: 35,183 shares; 2025Q1: 37,163 shares; 2025Q2: 37,212 shares; 2025Q3: 38,242 shares; 2025Q4: 38,377 shares; 2026Q1: 40,691 shares 40,691 $2.01M 0.05% +2,314 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 388,400 shares 388,400 $1.98M 0.05% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,637 shares; 2025Q1: 13,563 shares; 2025Q2: 16,386 shares; 2025Q3: 15,253 shares; 2025Q4: 12,990 shares; 2026Q1: 16,560 shares 16,560 $1.98M 0.05% +3,570 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,935 shares; 2026Q1: 42,065 shares 42,065 $1.98M 0.05% +2,130 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,726 shares; 2024Q3: 7,454 shares; 2024Q4: 11,081 shares; 2025Q1: 10,091 shares; 2025Q2: 10,150 shares; 2025Q3: 8,807 shares; 2025Q4: 8,739 shares; 2026Q1: 9,218 shares 9,218 $1.97M 0.05% +479 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,970 shares; 2024Q3: 25,798 shares; 2024Q4: 25,509 shares; 2025Q1: 35,677 shares; 2025Q2: 40,497 shares; 2025Q3: 56,484 shares; 2025Q4: 64,349 shares; 2026Q1: 74,989 shares 74,989 $1.97M 0.05% +10,640 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,555 shares; 2025Q3: 41,655 shares; 2025Q4: 42,355 shares; 2026Q1: 46,345 shares 46,345 $1.94M 0.05% +3,990 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 11,715 shares; 2025Q2: 16,615 shares; 2025Q3: 16,234 shares; 2025Q4: 16,762 shares; 2026Q1: 16,962 shares 16,962 $1.89M 0.05% +200 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 88,595 shares; 2024Q3: 88,154 shares; 2024Q4: 82,374 shares; 2025Q1: 56,271 shares; 2025Q2: 46,398 shares; 2025Q3: 47,764 shares; 2025Q4: 46,406 shares; 2026Q1: 42,783 shares 42,783 $1.87M 0.05% -3,623 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,139 shares; 2025Q4: 15,401 shares; 2026Q1: 20,283 shares 20,283 $1.86M 0.05% +4,882 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,214 shares; 2024Q4: 7,214 shares; 2025Q1: 7,368 shares; 2025Q2: 15,804 shares; 2025Q3: 17,406 shares; 2025Q4: 17,919 shares; 2026Q1: 17,940 shares 17,940 $1.84M 0.05% +21 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; 2024Q2: not reported; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 3,115 shares; 2025Q2: 3,126 shares; 2025Q3: 2,802 shares; 2025Q4: 6,667 shares; 2026Q1: 7,234 shares 7,234 $1.84M 0.05% +567 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; 2024Q2: 4,440 shares; 2024Q3: 4,444 shares; 2024Q4: 6,220 shares; 2025Q1: 6,514 shares; 2025Q2: 7,911 shares; 2025Q3: 7,815 shares; 2025Q4: 7,102 shares; 2026Q1: 2,043 shares 2,043 $1.83M 0.05% -5,059 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,528 shares 43,528 $1.82M 0.05% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,407 shares; 2024Q3: 13,764 shares; 2024Q4: 6,383 shares; 2025Q1: 6,346 shares; 2025Q2: 6,390 shares; 2025Q3: 6,360 shares; 2025Q4: 6,622 shares; 2026Q1: 6,710 shares 6,710 $1.79M 0.05% +88 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 60,500 shares; 2024Q3: 60,500 shares; 2024Q4: 60,500 shares; 2025Q1: 64,477 shares; 2025Q2: 64,524 shares; 2025Q3: 64,568 shares; 2025Q4: 64,613 shares; 2026Q1: 64,658 shares 64,658 $1.79M 0.04% +45 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,244 shares; 2024Q3: 19,338 shares; 2024Q4: 20,770 shares; 2025Q1: 21,145 shares; 2025Q2: 21,254 shares; 2025Q3: 20,356 shares; 2025Q4: 19,677 shares; 2026Q1: 18,103 shares 18,103 $1.76M 0.04% -1,574 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,310 shares; 2024Q3: 9,640 shares; 2024Q4: 10,015 shares; 2025Q1: 10,615 shares; 2025Q2: 25,249 shares; 2025Q3: 31,319 shares; 2025Q4: 32,129 shares; 2026Q1: 35,342 shares 35,342 $1.76M 0.04% +3,213 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,125 shares; 2024Q3: 12,424 shares; 2024Q4: 17,130 shares; 2025Q1: 18,276 shares; 2025Q2: 13,063 shares; 2025Q3: 11,195 shares; 2025Q4: 11,939 shares; 2026Q1: 9,387 shares 9,387 $1.75M 0.04% -2,552 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,767 shares; 2024Q3: 17,780 shares; 2024Q4: 19,458 shares; 2025Q1: 17,549 shares; 2025Q2: 26,320 shares; 2025Q3: 27,481 shares; 2025Q4: 27,627 shares; 2026Q1: 25,739 shares 25,739 $1.74M 0.04% -1,888 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,004 shares; 2025Q4: 158,384 shares; 2026Q1: 192,554 shares 192,554 $1.74M 0.04% +34,170 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,199 shares 24,199 $1.74M 0.04% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,238 shares; 2025Q1: 22,632 shares; 2025Q2: 27,813 shares; 2025Q3: 25,147 shares; 2025Q4: 21,024 shares; 2026Q1: 26,754 shares 26,754 $1.73M 0.04% +5,730 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 907 shares; 2025Q1: 1,804 shares; 2025Q2: 1,673 shares; 2025Q3: 1,967 shares; 2025Q4: 1,703 shares; 2026Q1: 1,800 shares 1,800 $1.73M 0.04% +97 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,699 shares; 2026Q1: 19,308 shares 19,308 $1.72M 0.04% +6,609 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,724 shares; 2025Q1: 4,045 shares; 2025Q2: 4,211 shares; 2025Q3: 3,777 shares; 2025Q4: 3,906 shares; 2026Q1: 14,440 shares 14,440 $1.71M 0.04% +10,534 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,640 shares; 2024Q3: 2,592 shares; 2024Q4: 2,787 shares; 2025Q1: 1,918 shares; 2025Q2: 1,800 shares; 2025Q3: 1,767 shares; 2025Q4: 1,809 shares; 2026Q1: 1,969 shares 1,969 $1.7M 0.04% +160 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,721 shares; 2025Q1: 21,563 shares; 2025Q2: 21,631 shares; 2025Q3: 21,408 shares; 2025Q4: 24,051 shares; 2026Q1: 24,051 shares 24,051 $1.69M 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,946 shares; 2024Q3: 27,676 shares; 2024Q4: 32,372 shares; 2025Q1: 26,140 shares; 2025Q2: 27,898 shares; 2025Q3: 21,454 shares; 2025Q4: 20,255 shares; 2026Q1: 18,600 shares 18,600 $1.68M 0.04% -1,655 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,532 shares 8,532 $1.68M 0.04% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,465 shares; 2024Q3: 146,579 shares; 2024Q4: 143,095 shares; 2025Q1: 139,767 shares; 2025Q2: 138,868 shares; 2025Q3: 140,610 shares; 2025Q4: 138,805 shares; 2026Q1: 36,856 shares 36,856 $1.68M 0.04% -101,949 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,035 shares; 2026Q1: 34,159 shares 34,159 $1.68M 0.04% +124 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,837 shares; 2024Q3: 20,542 shares; 2024Q4: 20,952 shares; 2025Q1: 9,764 shares; 2025Q2: 10,670 shares; 2025Q3: 10,643 shares; 2025Q4: 10,976 shares; 2026Q1: 11,314 shares 11,314 $1.68M 0.04% +338 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,506 shares 12,506 $1.67M 0.04% +506 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,000 shares; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $1.66M 0.04% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,446 shares 35,446 $1.65M 0.04% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,236 shares; 2024Q3: 8,869 shares; 2024Q4: 9,305 shares; 2025Q1: 9,041 shares; 2025Q2: 7,882 shares; 2025Q3: 7,486 shares; 2025Q4: 7,466 shares; 2026Q1: 7,879 shares 7,879 $1.63M 0.04% +413 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,371 shares; 2024Q3: 6,293 shares; 2024Q4: 12,543 shares; 2025Q1: 12,726 shares; 2025Q2: 13,363 shares; 2025Q3: 13,384 shares; 2025Q4: 31,729 shares; 2026Q1: 32,546 shares 32,546 $1.63M 0.04% +817 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,069 shares 52,069 $1.62M 0.04% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,396 shares; 2024Q3: 12,645 shares; 2024Q4: 12,782 shares; 2025Q1: 12,735 shares; 2025Q2: 13,205 shares; 2025Q3: 13,800 shares; 2025Q4: 14,116 shares; 2026Q1: 13,538 shares 13,538 $1.6M 0.04% -578 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,752 shares; 2024Q3: 25,574 shares; 2024Q4: 29,023 shares; 2025Q1: 31,505 shares; 2025Q2: 6,690 shares; 2025Q3: 6,496 shares; 2025Q4: 6,158 shares; 2026Q1: 15,963 shares 15,963 $1.6M 0.04% +9,805 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,050 shares; 2024Q3: 5,025 shares; 2024Q4: 9,318 shares; 2025Q1: 9,293 shares; 2025Q2: 6,369 shares; 2025Q3: 6,830 shares; 2025Q4: 7,121 shares; 2026Q1: 6,506 shares 6,506 $1.58M 0.04% -615 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,757 shares; 2025Q3: 18,918 shares; 2025Q4: 28,185 shares; 2026Q1: 47,238 shares 47,238 $1.56M 0.04% +19,053 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,205 shares; 2024Q3: 19,492 shares; 2024Q4: 28,028 shares; 2025Q1: 29,596 shares; 2025Q2: 27,618 shares; 2025Q3: 27,071 shares; 2025Q4: 40,652 shares; 2026Q1: 36,280 shares 36,280 $1.56M 0.04% -4,372 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 75,800 shares; 2024Q3: 72,800 shares; 2024Q4: 70,800 shares; 2025Q1: 69,800 shares; 2025Q2: 72,300 shares; 2025Q3: 70,800 shares; 2025Q4: 70,800 shares; 2026Q1: 74,318 shares 74,318 $1.56M 0.04% +3,518 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 266,130 shares; 2024Q3: 268,346 shares; 2024Q4: 163,200 shares; 2025Q1: 113,956 shares; 2025Q2: 53,270 shares; 2025Q3: 53,693 shares; 2025Q4: 55,110 shares; 2026Q1: 44,281 shares 44,281 $1.56M 0.04% -10,829 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,996 shares; 2024Q3: 32,126 shares; 2024Q4: 33,976 shares; 2025Q1: 36,077 shares; 2025Q2: 35,322 shares; 2025Q3: 33,152 shares; 2025Q4: 32,069 shares; 2026Q1: 33,493 shares 33,493 $1.55M 0.04% +1,424 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,572 shares; 2025Q3: 11,226 shares; 2025Q4: 10,826 shares; 2026Q1: 4,444 shares 4,444 $1.53M 0.04% -6,382 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,384 shares; 2025Q2: 44,760 shares; 2025Q3: 42,471 shares; 2025Q4: 37,687 shares; 2026Q1: 10,825 shares 10,825 $1.53M 0.04% -26,862 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,660 shares; 2024Q3: 11,658 shares; 2024Q4: 12,181 shares; 2025Q1: 32,987 shares; 2025Q2: 32,749 shares; 2025Q3: 32,401 shares; 2025Q4: 30,640 shares; 2026Q1: 22,984 shares 22,984 $1.49M 0.04% -7,656 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 3,899 shares 3,899 $1.48M 0.04% +2,769 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; 2024Q2: 1,229 shares; 2024Q3: 922 shares; 2024Q4: 7,953 shares; 2025Q1: 3,470 shares; 2025Q2: 4,147 shares; 2025Q3: 3,752 shares; 2025Q4: 3,847 shares; 2026Q1: 9,191 shares 9,191 $1.47M 0.04% +5,344 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,068 shares; 2025Q1: 10,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,932 shares 4,932 $1.47M 0.04% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,891 shares; 2025Q1: 14,600 shares; 2025Q2: 13,727 shares; 2025Q3: 12,692 shares; 2025Q4: 13,475 shares; 2026Q1: 13,164 shares 13,164 $1.46M 0.04% -311 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,762 shares; 2025Q4: 5,227 shares; 2026Q1: 2,136 shares 2,136 $1.45M 0.04% -3,091 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; 2024Q2: 11,833 shares; 2024Q3: 11,833 shares; 2024Q4: 41,061 shares; 2025Q1: 33,452 shares; 2025Q2: 34,354 shares; 2025Q3: 34,416 shares; 2025Q4: 36,967 shares; 2026Q1: 36,852 shares 36,852 $1.45M 0.04% -115 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,084 shares; 2024Q3: 10,381 shares; 2024Q4: 9,374 shares; 2025Q1: 11,749 shares; 2025Q2: 11,770 shares; 2025Q3: 11,806 shares; 2025Q4: 12,139 shares; 2026Q1: 13,010 shares 13,010 $1.45M 0.04% +871 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,169 shares; 2024Q3: 3,408 shares; 2024Q4: 3,377 shares; 2025Q1: 3,827 shares; 2025Q2: 4,453 shares; 2025Q3: 4,353 shares; 2025Q4: 4,069 shares; 2026Q1: 4,519 shares 4,519 $1.44M 0.04% +450 Timeline SKYY 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; 2024Q2: 14,195 shares; 2024Q3: 13,465 shares; 2024Q4: 13,300 shares; 2025Q1: 13,140 shares; 2025Q2: 13,140 shares; 2025Q3: 13,090 shares; 2025Q4: 13,101 shares; 2026Q1: 13,051 shares 13,051 $1.43M 0.04% -50 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,352 shares; 2025Q3: 7,549 shares; 2025Q4: 7,707 shares; 2026Q1: 7,698 shares 7,698 $1.42M 0.04% -9 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,201 shares; 2025Q3: 6,816 shares; 2025Q4: 7,013 shares; 2026Q1: 6,920 shares 6,920 $1.42M 0.04% -93 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,386 shares 31,386 $1.41M 0.04% new Timeline KNG 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,276 shares; 2025Q2: 43,703 shares; 2025Q3: not reported; 2025Q4: 21,590 shares; 2026Q1: 28,938 shares 28,938 $1.41M 0.04% +7,348 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,237 shares; 2024Q3: 3,236 shares; 2024Q4: 14,374 shares; 2025Q1: 12,405 shares; 2025Q2: 28,951 shares; 2025Q3: 30,495 shares; 2025Q4: 30,573 shares; 2026Q1: 30,987 shares 30,987 $1.4M 0.04% +414 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; 2024Q2: 2,614 shares; 2024Q3: 2,646 shares; 2024Q4: 2,951 shares; 2025Q1: 3,244 shares; 2025Q2: 3,200 shares; 2025Q3: 3,072 shares; 2025Q4: 3,769 shares; 2026Q1: 2,959 shares 2,959 $1.4M 0.04% -810 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,682 shares; 2024Q3: 34,024 shares; 2024Q4: 36,176 shares; 2025Q1: 34,630 shares; 2025Q2: 14,001 shares; 2025Q3: 13,994 shares; 2025Q4: 10,005 shares; 2026Q1: 11,234 shares 11,234 $1.4M 0.04% +1,229 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,898 shares; 2024Q3: 773 shares; 2024Q4: 1,752 shares; 2025Q1: 1,025 shares; 2025Q2: 2,020 shares; 2025Q3: 1,521 shares; 2025Q4: 9,089 shares; 2026Q1: 13,241 shares 13,241 $1.38M 0.03% +4,152 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 11,108 shares; 2026Q1: 12,291 shares 12,291 $1.38M 0.03% +1,183 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,878 shares; 2024Q3: 22,878 shares; 2024Q4: 22,240 shares; 2025Q1: 21,240 shares; 2025Q2: 21,240 shares; 2025Q3: 20,740 shares; 2025Q4: 19,340 shares; 2026Q1: 19,340 shares 19,340 $1.37M 0.03% 0 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,650 shares; 2025Q2: 47,514 shares; 2025Q3: 71,264 shares; 2025Q4: 78,264 shares; 2026Q1: 91,414 shares 91,414 $1.37M 0.03% +13,150 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,753 shares; 2024Q3: 9,704 shares; 2024Q4: 9,734 shares; 2025Q1: 5,753 shares; 2025Q2: 4,929 shares; 2025Q3: 4,141 shares; 2025Q4: 5,274 shares; 2026Q1: 12,292 shares 12,292 $1.36M 0.03% +7,018 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,956 shares 20,956 $1.36M 0.03% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,265 shares; 2026Q1: 30,117 shares 30,117 $1.36M 0.03% +23,852 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,278 shares; 2024Q4: 3,353 shares; 2025Q1: 3,260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,436 shares; 2026Q1: 18,591 shares 18,591 $1.36M 0.03% +1,155 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 16,055 shares; 2025Q3: 16,032 shares; 2025Q4: 25,586 shares; 2026Q1: 32,685 shares 32,685 $1.35M 0.03% +7,099 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 11,596 shares; 2025Q4: 9,520 shares; 2026Q1: 5,591 shares 5,591 $1.34M 0.03% -3,929 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,900 shares; 2025Q2: 106,994 shares; 2025Q3: 110,339 shares; 2025Q4: 110,459 shares; 2026Q1: 109,672 shares 109,672 $1.34M 0.03% -787 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,947 shares; 2024Q3: 3,359 shares; 2024Q4: 3,359 shares; 2025Q1: 8,964 shares; 2025Q2: 7,644 shares; 2025Q3: 7,644 shares; 2025Q4: 8,919 shares; 2026Q1: 9,139 shares 9,139 $1.33M 0.03% +220 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 2,719 shares; 2026Q1: 15,156 shares 15,156 $1.33M 0.03% +12,437 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,621 shares; 2024Q3: 21,580 shares; 2024Q4: 21,278 shares; 2025Q1: 9,862 shares; 2025Q2: 10,405 shares; 2025Q3: 10,467 shares; 2025Q4: 10,176 shares; 2026Q1: 11,787 shares 11,787 $1.33M 0.03% +1,611 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,074 shares; 2026Q1: 38,628 shares 38,628 $1.33M 0.03% +29,554 Timeline JQUA 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; 2024Q2: 105,644 shares; 2024Q3: 109,180 shares; 2024Q4: 106,675 shares; 2025Q1: 33,119 shares; 2025Q2: 24,389 shares; 2025Q3: 23,021 shares; 2025Q4: 21,668 shares; 2026Q1: 21,668 shares 21,668 $1.33M 0.03% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,601 shares; 2025Q1: 8,778 shares; 2025Q2: 8,780 shares; 2025Q3: 12,987 shares; 2025Q4: 19,921 shares; 2026Q1: 22,397 shares 22,397 $1.32M 0.03% +2,476 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,207 shares 1,207 $1.32M 0.03% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,270 shares; 2025Q1: 9,823 shares; 2025Q2: not reported; 2025Q3: 4,925 shares; 2025Q4: 4,326 shares; 2026Q1: 955 shares 955 $1.32M 0.03% -3,371 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,131 shares; 2025Q4: 19,964 shares; 2026Q1: 11,992 shares 11,992 $1.32M 0.03% -7,972 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 4,751 shares 4,751 $1.31M 0.03% +3,871 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,866 shares; 2025Q1: 16,539 shares; 2025Q2: 16,540 shares; 2025Q3: 16,541 shares; 2025Q4: 16,543 shares; 2026Q1: 16,498 shares 16,498 $1.31M 0.03% -45 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,317 shares; 2024Q3: 58,798 shares; 2024Q4: 39,398 shares; 2025Q1: 31,959 shares; 2025Q2: 27,936 shares; 2025Q3: 27,170 shares; 2025Q4: 26,974 shares; 2026Q1: 23,063 shares 23,063 $1.31M 0.03% -3,911 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,228 shares; 2025Q4: 8,037 shares; 2026Q1: 3,636 shares 3,636 $1.3M 0.03% -4,401 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 838 shares; 2024Q3: 1,389 shares; 2024Q4: 18,623 shares; 2025Q1: 2,438 shares; 2025Q2: 2,488 shares; 2025Q3: 2,496 shares; 2025Q4: 2,103 shares; 2026Q1: 2,623 shares 2,623 $1.3M 0.03% +520 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; 2024Q2: 1,137 shares; 2024Q3: 1,221 shares; 2024Q4: 19,417 shares; 2025Q1: 19,291 shares; 2025Q2: 1,547 shares; 2025Q3: 1,534 shares; 2025Q4: 1,536 shares; 2026Q1: 3,115 shares 3,115 $1.3M 0.03% +1,579 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,194 shares; 2024Q3: 8,257 shares; 2024Q4: 19,959 shares; 2025Q1: 13,411 shares; 2025Q2: 12,460 shares; 2025Q3: 12,379 shares; 2025Q4: 11,038 shares; 2026Q1: 52,409 shares 52,409 $1.3M 0.03% +41,371 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; 2024Q2: 3,414 shares; 2024Q3: 3,615 shares; 2024Q4: 3,495 shares; 2025Q1: 4,851 shares; 2025Q2: 4,772 shares; 2025Q3: 4,943 shares; 2025Q4: 4,988 shares; 2026Q1: 5,337 shares 5,337 $1.29M 0.03% +349 Timeline VGK 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; 2024Q2: 12,654 shares; 2024Q3: 11,342 shares; 2024Q4: 10,833 shares; 2025Q1: 15,730 shares; 2025Q2: 16,140 shares; 2025Q3: 15,672 shares; 2025Q4: 15,672 shares; 2026Q1: 15,672 shares 15,672 $1.29M 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,472 shares; 2024Q3: 7,472 shares; 2024Q4: 8,355 shares; 2025Q1: not reported; 2025Q2: 2,471 shares; 2025Q3: 4,180 shares; 2025Q4: 4,521 shares; 2026Q1: 6,548 shares 6,548 $1.29M 0.03% +2,027 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,990 shares; 2025Q1: 20,945 shares; 2025Q2: 9,756 shares; 2025Q3: 9,456 shares; 2025Q4: 10,000 shares; 2026Q1: 10,519 shares 10,519 $1.29M 0.03% +519 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,288 shares; 2026Q1: 35,475 shares 35,475 $1.28M 0.03% +31,187 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,799 shares; 2024Q3: 7,618 shares; 2024Q4: 7,799 shares; 2025Q1: 7,779 shares; 2025Q2: 7,828 shares; 2025Q3: 7,968 shares; 2025Q4: 7,903 shares; 2026Q1: 7,803 shares 7,803 $1.27M 0.03% -100 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,437 shares; 2025Q1: 11,511 shares; 2025Q2: 12,511 shares; 2025Q3: 14,036 shares; 2025Q4: 20,253 shares; 2026Q1: 25,008 shares 25,008 $1.27M 0.03% +4,755 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,505 shares; 2026Q1: 7,593 shares 7,593 $1.26M 0.03% +6,088 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,974 shares; 2024Q3: 1,908 shares; 2024Q4: 9,271 shares; 2025Q1: 10,099 shares; 2025Q2: 10,354 shares; 2025Q3: 10,846 shares; 2025Q4: 8,993 shares; 2026Q1: 9,974 shares 9,974 $1.26M 0.03% +981 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,779 shares; 2025Q4: 29,779 shares; 2026Q1: 24,829 shares 24,829 $1.25M 0.03% -4,950 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,881 shares; 2025Q1: 12,880 shares; 2025Q2: 12,837 shares; 2025Q3: 14,035 shares; 2025Q4: 14,147 shares; 2026Q1: 13,381 shares 13,381 $1.24M 0.03% -766 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; 2024Q2: 10,605 shares; 2024Q3: 20,465 shares; 2024Q4: 23,024 shares; 2025Q1: 14,790 shares; 2025Q2: 15,990 shares; 2025Q3: 15,865 shares; 2025Q4: 15,704 shares; 2026Q1: 16,211 shares 16,211 $1.24M 0.03% +507 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,002 shares; 2024Q3: 21,356 shares; 2024Q4: 23,995 shares; 2025Q1: 10,964 shares; 2025Q2: 11,017 shares; 2025Q3: 9,054 shares; 2025Q4: 8,719 shares; 2026Q1: 8,513 shares 8,513 $1.23M 0.03% -206 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; 2024Q2: 6,741 shares; 2024Q3: 6,729 shares; 2024Q4: 7,082 shares; 2025Q1: 7,439 shares; 2025Q2: 3,876 shares; 2025Q3: 3,542 shares; 2025Q4: 4,619 shares; 2026Q1: 5,323 shares 5,323 $1.22M 0.03% +704 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,591 shares; 2025Q1: 8,202 shares; 2025Q2: 7,919 shares; 2025Q3: 6,000 shares; 2025Q4: 5,931 shares; 2026Q1: 10,382 shares 10,382 $1.22M 0.03% +4,451 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,905 shares; 2024Q3: 12,451 shares; 2024Q4: 17,047 shares; 2025Q1: 17,788 shares; 2025Q2: 19,680 shares; 2025Q3: 19,957 shares; 2025Q4: 19,959 shares; 2026Q1: 19,424 shares 19,424 $1.2M 0.03% -535 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,698 shares; 2026Q1: 71,643 shares 71,643 $1.2M 0.03% +63,945 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,592 shares; 2024Q3: 13,607 shares; 2024Q4: 20,148 shares; 2025Q1: 18,270 shares; 2025Q2: 18,283 shares; 2025Q3: 18,297 shares; 2025Q4: 18,312 shares; 2026Q1: 18,326 shares 18,326 $1.18M 0.03% +14 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,315 shares; 2025Q2: 17,138 shares; 2025Q3: 16,397 shares; 2025Q4: 15,469 shares; 2026Q1: 19,608 shares 19,608 $1.18M 0.03% +4,139 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,148 shares; 2025Q1: 12,038 shares; 2025Q2: 17,243 shares; 2025Q3: 20,529 shares; 2025Q4: 27,509 shares; 2026Q1: 34,049 shares 34,049 $1.18M 0.03% +6,540 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,585 shares; 2025Q1: 19,816 shares; 2025Q2: 21,471 shares; 2025Q3: 21,621 shares; 2025Q4: 17,990 shares; 2026Q1: 23,579 shares 23,579 $1.17M 0.03% +5,589 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,290 shares; 2024Q3: 2,317 shares; 2024Q4: 2,328 shares; 2025Q1: 2,409 shares; 2025Q2: 10,352 shares; 2025Q3: 10,304 shares; 2025Q4: 9,191 shares; 2026Q1: 2,084 shares 2,084 $1.17M 0.03% -7,107 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,423 shares; 2024Q3: 4,186 shares; 2024Q4: 5,435 shares; 2025Q1: 6,379 shares; 2025Q2: 6,217 shares; 2025Q3: 6,244 shares; 2025Q4: 5,326 shares; 2026Q1: 5,717 shares 5,717 $1.16M 0.03% +391 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,419 shares; 2025Q3: 10,746 shares; 2025Q4: 11,055 shares; 2026Q1: 12,768 shares 12,768 $1.15M 0.03% +1,713 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 29,931 shares; 2024Q4: 29,931 shares; 2025Q1: 29,931 shares; 2025Q2: 29,931 shares; 2025Q3: 47,431 shares; 2025Q4: 49,554 shares; 2026Q1: 49,554 shares 49,554 $1.15M 0.03% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,231 shares; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,298 shares; 2026Q1: 5,515 shares 5,515 $1.15M 0.03% +4,217 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,338 shares; 2024Q3: 9,446 shares; 2024Q4: 17,579 shares; 2025Q1: 16,701 shares; 2025Q2: 22,147 shares; 2025Q3: 17,607 shares; 2025Q4: 20,186 shares; 2026Q1: 22,910 shares 22,910 $1.14M 0.03% +2,724 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,000 shares; 2024Q3: 18,000 shares; 2024Q4: 23,000 shares; 2025Q1: 24,600 shares; 2025Q2: 28,850 shares; 2025Q3: 29,600 shares; 2025Q4: 29,600 shares; 2026Q1: 34,570 shares 34,570 $1.13M 0.03% +4,970 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,952 shares; 2024Q3: 7,953 shares; 2024Q4: 8,000 shares; 2025Q1: 8,038 shares; 2025Q2: 8,244 shares; 2025Q3: 11,879 shares; 2025Q4: 11,463 shares; 2026Q1: 13,778 shares 13,778 $1.13M 0.03% +2,315 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,941 shares; 2024Q3: 9,445 shares; 2024Q4: 23,267 shares; 2025Q1: 25,041 shares; 2025Q2: 29,750 shares; 2025Q3: 22,184 shares; 2025Q4: 23,841 shares; 2026Q1: 27,491 shares 27,491 $1.12M 0.03% +3,650 Timeline RSPH 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,820 shares; 2025Q1: 40,020 shares; 2025Q2: 40,020 shares; 2025Q3: 40,020 shares; 2025Q4: 38,804 shares; 2026Q1: 37,069 shares 37,069 $1.12M 0.03% -1,735 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,256 shares; 2024Q3: 5,856 shares; 2024Q4: 10,527 shares; 2025Q1: 14,254 shares; 2025Q2: 14,348 shares; 2025Q3: 11,696 shares; 2025Q4: 11,255 shares; 2026Q1: 11,108 shares 11,108 $1.12M 0.03% -147 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,866 shares; 2024Q3: 6,798 shares; 2024Q4: 22,187 shares; 2025Q1: 20,632 shares; 2025Q2: 20,833 shares; 2025Q3: 23,485 shares; 2025Q4: 25,088 shares; 2026Q1: 24,418 shares 24,418 $1.11M 0.03% -670 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,370 shares; 2026Q1: 84,748 shares 84,748 $1.11M 0.03% +33,378 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,175 shares; 2024Q3: 2,175 shares; 2024Q4: 429 shares; 2025Q1: 414 shares; 2025Q2: 459 shares; 2025Q3: 487 shares; 2025Q4: 484 shares; 2026Q1: 1,432 shares 1,432 $1.11M 0.03% +948 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,130 shares; 2024Q4: 6,980 shares; 2025Q1: 6,117 shares; 2025Q2: 5,998 shares; 2025Q3: 6,001 shares; 2025Q4: 6,395 shares; 2026Q1: 7,739 shares 7,739 $1.1M 0.03% +1,344 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,932 shares; 2024Q3: 26,533 shares; 2024Q4: 26,379 shares; 2025Q1: 24,348 shares; 2025Q2: 15,743 shares; 2025Q3: 13,748 shares; 2025Q4: 13,753 shares; 2026Q1: 15,368 shares 15,368 $1.09M 0.03% +1,615 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,631 shares; 2024Q3: 7,685 shares; 2024Q4: 19,320 shares; 2025Q1: 20,143 shares; 2025Q2: 20,115 shares; 2025Q3: 19,893 shares; 2025Q4: 23,223 shares; 2026Q1: 23,223 shares 23,223 $1.09M 0.03% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,284 shares 44,284 $1.09M 0.03% 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; 2024Q2: 7,503 shares; 2024Q3: 7,413 shares; 2024Q4: 9,262 shares; 2025Q1: 8,712 shares; 2025Q2: 7,792 shares; 2025Q3: 20,365 shares; 2025Q4: 8,212 shares; 2026Q1: 8,300 shares 8,300 $1.09M 0.03% +88 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,765 shares; 2025Q1: 12,609 shares; 2025Q2: 11,821 shares; 2025Q3: 11,912 shares; 2025Q4: 11,069 shares; 2026Q1: 10,841 shares 10,841 $1.09M 0.03% -228 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,201 shares; 2024Q3: 20,924 shares; 2024Q4: 28,117 shares; 2025Q1: 28,684 shares; 2025Q2: 26,992 shares; 2025Q3: 27,094 shares; 2025Q4: 28,011 shares; 2026Q1: 30,275 shares 30,275 $1.08M 0.03% +2,264 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,376 shares; 2024Q3: 20,986 shares; 2024Q4: 28,245 shares; 2025Q1: 27,415 shares; 2025Q2: 23,024 shares; 2025Q3: 21,824 shares; 2025Q4: 21,780 shares; 2026Q1: 18,780 shares 18,780 $1.08M 0.03% -3,000 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,841 shares; 2024Q3: 3,849 shares; 2024Q4: 3,762 shares; 2025Q1: 3,517 shares; 2025Q2: 1,386 shares; 2025Q3: 1,399 shares; 2025Q4: 1,474 shares; 2026Q1: 1,477 shares 1,477 $1.08M 0.03% +3 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 93,237 shares; 2024Q3: 90,877 shares; 2024Q4: 95,879 shares; 2025Q1: 107,529 shares; 2025Q2: 71,429 shares; 2025Q3: 29,064 shares; 2025Q4: 26,494 shares; 2026Q1: 26,073 shares 26,073 $1.06M 0.03% -421 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,317 shares; 2024Q3: 28,428 shares; 2024Q4: 9,537 shares; 2025Q1: 9,254 shares; 2025Q2: 9,485 shares; 2025Q3: 9,254 shares; 2025Q4: 9,333 shares; 2026Q1: 14,446 shares 14,446 $1.06M 0.03% +5,113 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,659 shares; 2024Q3: 3,659 shares; 2024Q4: 3,692 shares; 2025Q1: 3,077 shares; 2025Q2: 3,105 shares; 2025Q3: 3,165 shares; 2025Q4: 3,181 shares; 2026Q1: 3,286 shares 3,286 $1.06M 0.03% +105 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,721 shares; 2026Q1: 20,221 shares 20,221 $1.06M 0.03% +10,500 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,493 shares; 2025Q2: 22,791 shares; 2025Q3: 25,655 shares; 2025Q4: 26,525 shares; 2026Q1: 27,407 shares 27,407 $1.05M 0.03% +882 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,056 shares; 2025Q1: 1,751 shares; 2025Q2: 2,847 shares; 2025Q3: 2,688 shares; 2025Q4: 2,930 shares; 2026Q1: 2,932 shares 2,932 $1.05M 0.03% +2 Timeline