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; 2024Q4: 967,462 shares; 2025Q1: 949,500 shares; 2025Q2: 996,307 shares; 2025Q3: 940,666 shares; 2025Q4: 931,512 shares; 2026Q1: 922,509 shares; 2026Q2: 912,720 shares; 2026Q3: 894,574 shares 894,574 $682M 14.39% -18,146 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,131,099 shares; 2025Q1: 2,221,754 shares; 2025Q2: 2,267,439 shares; 2025Q3: 2,302,241 shares; 2025Q4: 2,213,376 shares; 2026Q1: 2,121,252 shares; 2026Q2: 2,136,481 shares; 2026Q3: 2,099,696 shares 2,099,696 $253M 5.34% -36,785 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,717,734 shares; 2025Q1: 2,847,682 shares; 2025Q2: 2,908,007 shares; 2025Q3: 2,961,972 shares; 2025Q4: 2,930,230 shares; 2026Q1: 2,956,984 shares; 2026Q2: 3,067,830 shares; 2026Q3: 3,171,483 shares 3,171,483 $249M 5.25% +103,653 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,139,386 shares; 2025Q1: 3,471,900 shares; 2025Q2: 3,632,757 shares; 2025Q3: 3,697,841 shares; 2025Q4: 3,346,008 shares; 2026Q1: 3,212,980 shares; 2026Q2: 3,198,871 shares; 2026Q3: 3,162,668 shares 3,162,668 $218M 4.6% -36,203 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 187,372 shares; 2025Q1: 206,397 shares; 2025Q2: 223,578 shares; 2025Q3: 234,868 shares; 2025Q4: 315,833 shares; 2026Q1: 320,240 shares; 2026Q2: 328,514 shares; 2026Q3: 337,847 shares 337,847 $194M 4.1% +9,333 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 738,227 shares; 2025Q1: 768,417 shares; 2025Q2: 606,903 shares; 2025Q3: 594,738 shares; 2025Q4: 588,091 shares; 2026Q1: 526,086 shares; 2026Q2: 515,811 shares; 2026Q3: 510,842 shares 510,842 $170M 3.59% -4,969 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,013,203 shares; 2025Q1: 3,875,386 shares; 2025Q2: 855,115 shares; 2025Q3: 875,127 shares; 2025Q4: 849,986 shares; 2026Q1: 1,238,632 shares; 2026Q2: 1,237,035 shares; 2026Q3: 1,236,241 shares 1,236,241 $161M 3.39% -794 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; 2024Q4: 161,698 shares; 2025Q1: 162,801 shares; 2025Q2: 139,216 shares; 2025Q3: 142,695 shares; 2025Q4: 136,434 shares; 2026Q1: 131,645 shares; 2026Q2: 130,247 shares; 2026Q3: 130,209 shares 130,209 $151M 3.18% -38 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,482,502 shares; 2025Q1: 2,034,162 shares; 2025Q2: 2,243,663 shares; 2025Q3: 2,493,718 shares; 2025Q4: 2,628,308 shares; 2026Q1: 2,906,052 shares; 2026Q2: 3,126,531 shares; 2026Q3: 3,303,877 shares 3,303,877 $140M 2.95% +177,346 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; 2024Q4: 655,500 shares; 2025Q1: 651,029 shares; 2025Q2: 719,108 shares; 2025Q3: 620,514 shares; 2025Q4: 599,980 shares; 2026Q1: 591,654 shares; 2026Q2: 583,864 shares; 2026Q3: 571,324 shares 571,324 $119M 2.51% -12,540 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 543,749 shares; 2025Q1: 550,634 shares; 2025Q2: 603,100 shares; 2025Q3: 605,124 shares; 2025Q4: 600,895 shares; 2026Q1: 481,597 shares; 2026Q2: 486,162 shares; 2026Q3: 487,896 shares 487,896 $111M 2.35% +1,734 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 270,549 shares; 2025Q1: 273,939 shares; 2025Q2: 209,782 shares; 2025Q3: 206,411 shares; 2025Q4: 205,646 shares; 2026Q1: 176,073 shares; 2026Q2: 179,265 shares; 2026Q3: 182,123 shares 182,123 $93.4M 1.97% +2,858 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; 2024Q4: 65,656 shares; 2025Q1: 96,681 shares; 2025Q2: 95,875 shares; 2025Q3: 109,750 shares; 2025Q4: 106,623 shares; 2026Q1: 115,393 shares; 2026Q2: 121,700 shares; 2026Q3: 123,253 shares 123,253 $86.4M 1.82% +1,553 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625,314 shares; 2025Q1: 920,683 shares; 2025Q2: 965,567 shares; 2025Q3: 1,023,686 shares; 2025Q4: 1,094,844 shares; 2026Q1: 1,133,104 shares; 2026Q2: 1,170,864 shares; 2026Q3: 1,226,784 shares 1,226,784 $85M 1.79% +55,920 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; 2024Q4: 942,475 shares; 2025Q1: 1,326,352 shares; 2025Q2: 1,499,179 shares; 2025Q3: 1,673,493 shares; 2025Q4: 1,757,004 shares; 2026Q1: 1,934,021 shares; 2026Q2: 1,985,582 shares; 2026Q3: 2,047,605 shares 2,047,605 $83.5M 1.76% +62,023 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,402,996 shares; 2025Q1: 1,487,258 shares; 2025Q2: 1,520,422 shares; 2025Q3: 1,632,908 shares; 2025Q4: 1,865,445 shares; 2026Q1: 1,989,734 shares; 2026Q2: 1,734,316 shares; 2026Q3: 1,437,865 shares 1,437,865 $76.9M 1.62% -296,451 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 254,663 shares; 2025Q1: 255,403 shares; 2025Q2: 230,958 shares; 2025Q3: 228,279 shares; 2025Q4: 229,888 shares; 2026Q1: 182,155 shares; 2026Q2: 187,822 shares; 2026Q3: 191,922 shares 191,922 $66M 1.39% +4,100 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; 2024Q4: 301,663 shares; 2025Q1: 338,419 shares; 2025Q2: 295,695 shares; 2025Q3: 293,117 shares; 2025Q4: 290,282 shares; 2026Q1: 253,986 shares; 2026Q2: 251,509 shares; 2026Q3: 253,626 shares 253,626 $63.2M 1.33% +2,117 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600,317 shares; 2025Q1: 641,851 shares; 2025Q2: 653,537 shares; 2025Q3: 654,515 shares; 2025Q4: 663,613 shares; 2026Q1: 609,439 shares; 2026Q2: 608,798 shares; 2026Q3: 601,118 shares 601,118 $62.5M 1.32% -7,680 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; 2024Q4: 294,749 shares; 2025Q1: 296,082 shares; 2025Q2: 116,421 shares; 2025Q3: 115,215 shares; 2025Q4: 118,149 shares; 2026Q1: 112,888 shares; 2026Q2: 110,971 shares; 2026Q3: 114,022 shares 114,022 $56.8M 1.2% +3,051 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,450 shares; 2025Q4: 531,291 shares; 2026Q1: 616,909 shares; 2026Q2: 675,621 shares; 2026Q3: 914,811 shares 914,811 $45.2M 0.95% +239,190 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; 2024Q4: 551,419 shares; 2025Q1: 541,705 shares; 2025Q2: 538,438 shares; 2025Q3: 544,694 shares; 2025Q4: 555,111 shares; 2026Q1: 559,702 shares; 2026Q2: 578,442 shares; 2026Q3: 598,587 shares 598,587 $42.3M 0.89% +20,145 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171,159 shares; 2025Q1: 197,265 shares; 2025Q2: 127,896 shares; 2025Q3: 126,954 shares; 2025Q4: 123,900 shares; 2026Q1: 115,301 shares; 2026Q2: 113,077 shares; 2026Q3: 112,261 shares 112,261 $38.2M 0.81% -816 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; 2024Q4: 171,858 shares; 2025Q1: 174,600 shares; 2025Q2: 152,911 shares; 2025Q3: 152,192 shares; 2025Q4: 143,580 shares; 2026Q1: 131,299 shares; 2026Q2: 130,662 shares; 2026Q3: 112,777 shares 112,777 $37.3M 0.79% -17,885 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 684,394 shares; 2025Q1: 651,688 shares; 2025Q2: 665,236 shares; 2025Q3: 660,787 shares; 2025Q4: 651,349 shares; 2026Q1: 644,421 shares; 2026Q2: 627,523 shares; 2026Q3: 601,589 shares 601,589 $35.7M 0.75% -25,934 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,433 shares; 2025Q1: 26,080 shares; 2025Q2: 84,387 shares; 2025Q3: 116,226 shares; 2025Q4: 209,492 shares; 2026Q1: 246,781 shares; 2026Q2: 267,207 shares; 2026Q3: 288,923 shares 288,923 $30.8M 0.65% +21,716 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; 2024Q4: 38,678 shares; 2025Q1: 51,273 shares; 2025Q2: 180,447 shares; 2025Q3: 53,836 shares; 2025Q4: 52,227 shares; 2026Q1: 42,807 shares; 2026Q2: 42,874 shares; 2026Q3: 41,602 shares 41,602 $30.8M 0.65% -1,272 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; 2024Q4: 81,424 shares; 2025Q1: 84,031 shares; 2025Q2: 46,053 shares; 2025Q3: 48,691 shares; 2025Q4: 52,569 shares; 2026Q1: 44,322 shares; 2026Q2: 46,156 shares; 2026Q3: 41,735 shares 41,735 $30.3M 0.64% -4,421 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,993 shares; 2025Q1: 95,861 shares; 2025Q2: 103,087 shares; 2025Q3: 103,632 shares; 2025Q4: 101,945 shares; 2026Q1: 103,039 shares; 2026Q2: 100,339 shares; 2026Q3: 98,157 shares 98,157 $27.3M 0.58% -2,182 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,935 shares; 2025Q1: 19,760 shares; 2025Q2: 31,347 shares; 2025Q3: 21,633 shares; 2025Q4: 24,395 shares; 2026Q1: 22,104 shares; 2026Q2: 33,191 shares; 2026Q3: 32,612 shares 32,612 $26.4M 0.56% -579 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,281 shares; 2025Q1: 61,144 shares; 2025Q2: 65,338 shares; 2025Q3: 62,425 shares; 2025Q4: 58,237 shares; 2026Q1: 53,821 shares; 2026Q2: 57,659 shares; 2026Q3: 61,909 shares 61,909 $22M 0.46% +4,250 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; 2024Q4: 1,247,033 shares; 2025Q1: 1,233,524 shares; 2025Q2: 852,754 shares; 2025Q3: 861,252 shares; 2025Q4: 882,829 shares; 2026Q1: 924,881 shares; 2026Q2: 582,653 shares; 2026Q3: 283,265 shares 283,265 $21.9M 0.46% -299,388 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,218 shares; 2025Q1: 60,695 shares; 2025Q2: 66,268 shares; 2025Q3: 65,087 shares; 2025Q4: 68,051 shares; 2026Q1: 51,026 shares; 2026Q2: 56,614 shares; 2026Q3: 61,022 shares 61,022 $21.4M 0.45% +4,408 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,066 shares; 2025Q1: 97,794 shares; 2025Q2: 61,888 shares; 2025Q3: 59,990 shares; 2025Q4: 61,656 shares; 2026Q1: 51,006 shares; 2026Q2: 53,524 shares; 2026Q3: 53,982 shares 53,982 $19.4M 0.41% +458 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,733 shares; 2025Q1: 30,824 shares; 2025Q2: 32,272 shares; 2025Q3: 32,432 shares; 2025Q4: 32,927 shares; 2026Q1: 31,195 shares; 2026Q2: 138,481 shares; 2026Q3: 138,923 shares 138,923 $17.4M 0.37% +442 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,922 shares; 2025Q1: 129,386 shares; 2025Q2: 79,637 shares; 2025Q3: 76,592 shares; 2025Q4: 72,507 shares; 2026Q1: 62,296 shares; 2026Q2: 62,574 shares; 2026Q3: 62,954 shares 62,954 $16.7M 0.35% +380 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,404 shares; 2026Q3: 101,383 shares 101,383 $16.5M 0.35% +979 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; 2024Q4: 28,540 shares; 2025Q1: 29,144 shares; 2025Q2: 30,577 shares; 2025Q3: 31,237 shares; 2025Q4: 33,413 shares; 2026Q1: 34,517 shares; 2026Q2: 31,727 shares; 2026Q3: 31,783 shares 31,783 $14.5M 0.31% +56 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; 2024Q4: 31,765 shares; 2025Q1: 34,987 shares; 2025Q2: 38,083 shares; 2025Q3: 37,907 shares; 2025Q4: 38,198 shares; 2026Q1: 41,637 shares; 2026Q2: 39,258 shares; 2026Q3: 36,110 shares 36,110 $13.5M 0.29% -3,148 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,745 shares; 2025Q1: 83,274 shares; 2025Q2: 53,285 shares; 2025Q3: 52,489 shares; 2025Q4: 53,234 shares; 2026Q1: 45,507 shares; 2026Q2: 47,980 shares; 2026Q3: 49,261 shares 49,261 $12.9M 0.27% +1,281 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257,051 shares; 2025Q1: 249,127 shares; 2025Q2: 257,459 shares; 2025Q3: 254,902 shares; 2025Q4: 250,029 shares; 2026Q1: 248,750 shares; 2026Q2: 240,748 shares; 2026Q3: 240,369 shares 240,369 $12.7M 0.27% -379 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; 2024Q4: 10,061 shares; 2025Q1: 9,303 shares; 2025Q2: 10,750 shares; 2025Q3: 9,336 shares; 2025Q4: 10,302 shares; 2026Q1: 7,037 shares; 2026Q2: 10,232 shares; 2026Q3: 11,851 shares 11,851 $12.6M 0.27% +1,619 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,704 shares; 2025Q1: 43,977 shares; 2025Q2: 76,361 shares; 2025Q3: 45,356 shares; 2025Q4: 46,445 shares; 2026Q1: 47,057 shares; 2026Q2: 48,793 shares; 2026Q3: 48,937 shares 48,937 $12.1M 0.26% +144 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,294 shares; 2025Q1: 143,151 shares; 2025Q2: 148,130 shares; 2025Q3: 146,786 shares; 2025Q4: 145,448 shares; 2026Q1: 111,083 shares; 2026Q2: 110,565 shares; 2026Q3: 111,921 shares 111,921 $11.6M 0.25% +1,356 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,371 shares; 2025Q1: 90,787 shares; 2025Q2: 95,299 shares; 2025Q3: 88,959 shares; 2025Q4: 90,582 shares; 2026Q1: 77,102 shares; 2026Q2: 80,686 shares; 2026Q3: 84,692 shares 84,692 $11.6M 0.25% +4,006 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; 2024Q4: 40,031 shares; 2025Q1: 41,490 shares; 2025Q2: 327,066 shares; 2025Q3: 327,519 shares; 2025Q4: 328,361 shares; 2026Q1: 332,688 shares; 2026Q2: 333,578 shares; 2026Q3: 333,823 shares 333,823 $11.5M 0.24% +245 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; 2024Q4: 89,480 shares; 2025Q1: 89,265 shares; 2025Q2: 91,751 shares; 2025Q3: 89,287 shares; 2025Q4: 85,393 shares; 2026Q1: 83,813 shares; 2026Q2: 78,365 shares; 2026Q3: 78,097 shares 78,097 $11.3M 0.24% -268 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; 2024Q4: 19,991 shares; 2025Q1: 31,880 shares; 2025Q2: 43,076 shares; 2025Q3: 21,369 shares; 2025Q4: 20,478 shares; 2026Q1: 20,335 shares; 2026Q2: 122,056 shares; 2026Q3: 122,555 shares 122,555 $11M 0.23% +499 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,419 shares; 2025Q1: 225,427 shares; 2025Q2: 239,482 shares; 2025Q3: 244,064 shares; 2025Q4: 244,108 shares; 2026Q1: 235,100 shares; 2026Q2: 226,998 shares; 2026Q3: 222,274 shares 222,274 $10.9M 0.23% -4,724 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,568 shares; 2025Q1: 23,504 shares; 2025Q2: 23,403 shares; 2025Q3: 22,933 shares; 2025Q4: 23,298 shares; 2026Q1: 19,507 shares; 2026Q2: 19,589 shares; 2026Q3: 19,369 shares 19,369 $10.7M 0.23% -220 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,565 shares; 2025Q1: 7,821 shares; 2025Q2: 8,523 shares; 2025Q3: 4,587 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 258,752 shares 258,752 $10M 0.21% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,168 shares; 2025Q1: 2,401 shares; 2025Q2: 27,595 shares; 2025Q3: 27,582 shares; 2025Q4: 27,524 shares; 2026Q1: 28,611 shares; 2026Q2: 28,600 shares; 2026Q3: 28,362 shares 28,362 $9.98M 0.21% -238 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,098 shares; 2025Q1: 104,343 shares; 2025Q2: 102,208 shares; 2025Q3: 89,718 shares; 2025Q4: 90,703 shares; 2026Q1: 74,077 shares; 2026Q2: 81,172 shares; 2026Q3: 81,585 shares 81,585 $9.81M 0.21% +413 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; 2024Q4: 25,732 shares; 2025Q1: 25,723 shares; 2025Q2: 26,858 shares; 2025Q3: 27,615 shares; 2025Q4: 51,629 shares; 2026Q1: 53,393 shares; 2026Q2: 48,004 shares; 2026Q3: 49,656 shares 49,656 $9.72M 0.21% +1,652 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,716 shares; 2025Q1: 49,589 shares; 2025Q2: 48,344 shares; 2025Q3: 50,473 shares; 2025Q4: 49,014 shares; 2026Q1: 44,332 shares; 2026Q2: 45,590 shares; 2026Q3: 46,618 shares 46,618 $9.52M 0.2% +1,028 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,333 shares; 2025Q1: 86,083 shares; 2025Q2: 64,193 shares; 2025Q3: 59,487 shares; 2025Q4: 56,919 shares; 2026Q1: 48,811 shares; 2026Q2: 50,921 shares; 2026Q3: 51,133 shares 51,133 $9.49M 0.2% +212 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; 2024Q4: 12,241 shares; 2025Q1: 9,858 shares; 2025Q2: 10,476 shares; 2025Q3: 11,121 shares; 2025Q4: 10,988 shares; 2026Q1: 9,768 shares; 2026Q2: 9,246 shares; 2026Q3: 34,956 shares 34,956 $9.25M 0.2% +25,710 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; 2024Q4: 29,410 shares; 2025Q1: 32,767 shares; 2025Q2: 29,397 shares; 2025Q3: 29,810 shares; 2025Q4: 28,510 shares; 2026Q1: 25,855 shares; 2026Q2: 23,089 shares; 2026Q3: 22,780 shares 22,780 $9.05M 0.19% -309 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,913 shares; 2026Q1: 163,712 shares; 2026Q2: 166,682 shares; 2026Q3: 170,871 shares 170,871 $8.64M 0.18% +4,189 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,563 shares; 2025Q1: 101,668 shares; 2025Q2: 93,571 shares; 2025Q3: 87,199 shares; 2025Q4: 86,218 shares; 2026Q1: 83,330 shares; 2026Q2: 80,337 shares; 2026Q3: 86,168 shares 86,168 $8.54M 0.18% +5,831 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; 2024Q4: 233,438 shares; 2025Q1: 205,778 shares; 2025Q2: 219,314 shares; 2025Q3: 202,987 shares; 2025Q4: 219,028 shares; 2026Q1: 178,774 shares; 2026Q2: 154,571 shares; 2026Q3: 154,483 shares 154,483 $8.41M 0.18% -88 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; 2024Q4: 14,424 shares; 2025Q1: 17,337 shares; 2025Q2: 65,672 shares; 2025Q3: 31,028 shares; 2025Q4: 31,301 shares; 2026Q1: 32,594 shares; 2026Q2: 109,210 shares; 2026Q3: 109,904 shares 109,904 $8.17M 0.17% +694 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; 2024Q4: 88,723 shares; 2025Q1: 86,240 shares; 2025Q2: 66,763 shares; 2025Q3: 70,229 shares; 2025Q4: 67,396 shares; 2026Q1: 53,223 shares; 2026Q2: 54,116 shares; 2026Q3: 55,775 shares 55,775 $8.11M 0.17% +1,659 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,481 shares; 2025Q1: 43,928 shares; 2025Q2: 44,785 shares; 2025Q3: 46,318 shares; 2025Q4: 46,916 shares; 2026Q1: 47,423 shares; 2026Q2: 49,863 shares; 2026Q3: 51,041 shares 51,041 $8.06M 0.17% +1,178 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; 2024Q4: 38,504 shares; 2025Q1: 39,248 shares; 2025Q2: 43,977 shares; 2025Q3: 44,180 shares; 2025Q4: 44,860 shares; 2026Q1: 47,990 shares; 2026Q2: 47,574 shares; 2026Q3: 47,025 shares 47,025 $7.98M 0.17% -549 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; 2024Q4: 12,797 shares; 2025Q1: 13,091 shares; 2025Q2: 12,026 shares; 2025Q3: 11,407 shares; 2025Q4: 11,148 shares; 2026Q1: 9,306 shares; 2026Q2: 9,181 shares; 2026Q3: 8,735 shares 8,735 $7.95M 0.17% -446 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; 2024Q4: 46,167 shares; 2025Q1: 46,324 shares; 2025Q2: 53,395 shares; 2025Q3: 48,364 shares; 2025Q4: 49,146 shares; 2026Q1: 44,997 shares; 2026Q2: 47,316 shares; 2026Q3: 41,708 shares 41,708 $7.8M 0.16% -5,608 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; 2024Q4: 95,732 shares; 2025Q1: 93,769 shares; 2025Q2: 89,707 shares; 2025Q3: 85,400 shares; 2025Q4: 85,271 shares; 2026Q1: 70,637 shares; 2026Q2: 72,874 shares; 2026Q3: 71,103 shares 71,103 $7.65M 0.16% -1,771 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; 2024Q4: 22,882 shares; 2025Q1: 22,467 shares; 2025Q2: 19,859 shares; 2025Q3: 16,421 shares; 2025Q4: 17,606 shares; 2026Q1: 13,359 shares; 2026Q2: 12,242 shares; 2026Q3: 12,507 shares 12,507 $7.65M 0.16% +265 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,663 shares; 2025Q1: 116,306 shares; 2025Q2: 117,030 shares; 2025Q3: 117,177 shares; 2025Q4: 115,628 shares; 2026Q1: 115,658 shares; 2026Q2: 114,407 shares; 2026Q3: 111,743 shares 111,743 $7.46M 0.16% -2,664 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,720 shares; 2025Q1: 44,429 shares; 2025Q2: 23,156 shares; 2025Q3: 22,510 shares; 2025Q4: 21,032 shares; 2026Q1: 18,747 shares; 2026Q2: 17,375 shares; 2026Q3: 17,427 shares 17,427 $7.35M 0.15% +52 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; 2024Q4: 27,520 shares; 2025Q1: 27,799 shares; 2025Q2: 9,462 shares; 2025Q3: 8,617 shares; 2025Q4: 8,511 shares; 2026Q1: 7,780 shares; 2026Q2: 7,986 shares; 2026Q3: 8,056 shares 8,056 $7.25M 0.15% +70 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; 2024Q4: 14,099 shares; 2025Q1: 13,974 shares; 2025Q2: 15,369 shares; 2025Q3: 15,232 shares; 2025Q4: 14,944 shares; 2026Q1: 13,340 shares; 2026Q2: 13,078 shares; 2026Q3: 13,838 shares 13,838 $7.05M 0.15% +760 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; 2024Q4: 116,037 shares; 2025Q1: 122,180 shares; 2025Q2: 100,696 shares; 2025Q3: 97,393 shares; 2025Q4: 100,614 shares; 2026Q1: 71,802 shares; 2026Q2: 77,730 shares; 2026Q3: 79,922 shares 79,922 $6.88M 0.15% +2,192 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 14 shares; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 9 shares 9 $6.72M 0.14% -4 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; 2024Q4: 40,190 shares; 2025Q1: 41,125 shares; 2025Q2: 41,545 shares; 2025Q3: 40,922 shares; 2025Q4: 42,279 shares; 2026Q1: 31,427 shares; 2026Q2: 32,723 shares; 2026Q3: 34,235 shares 34,235 $6.53M 0.14% +1,512 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,019 shares; 2025Q1: 8,235 shares; 2025Q2: 10,078 shares; 2025Q3: 9,524 shares; 2025Q4: 9,226 shares; 2026Q1: 8,485 shares; 2026Q2: 8,828 shares; 2026Q3: 9,519 shares 9,519 $6.39M 0.13% +691 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; 2024Q4: 88,104 shares; 2025Q1: 88,879 shares; 2025Q2: 128,510 shares; 2025Q3: 144,901 shares; 2025Q4: 135,423 shares; 2026Q1: 146,890 shares; 2026Q2: 143,321 shares; 2026Q3: 128,827 shares 128,827 $6.06M 0.13% -14,494 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,404 shares; 2026Q3: 39,373 shares 39,373 $5.94M 0.13% +28,969 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; 2024Q4: 13,979 shares; 2025Q1: 13,874 shares; 2025Q2: 20,173 shares; 2025Q3: 22,553 shares; 2025Q4: 21,929 shares; 2026Q1: 16,171 shares; 2026Q2: 16,110 shares; 2026Q3: 16,019 shares 16,019 $5.88M 0.12% -91 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,154 shares; 2025Q1: 32,342 shares; 2025Q2: 34,238 shares; 2025Q3: 37,726 shares; 2025Q4: 36,082 shares; 2026Q1: 36,414 shares; 2026Q2: 40,508 shares; 2026Q3: 40,768 shares 40,768 $5.8M 0.12% +260 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,470 shares; 2025Q1: 84,097 shares; 2025Q2: 56,362 shares; 2025Q3: 59,188 shares; 2025Q4: 53,935 shares; 2026Q1: 45,139 shares; 2026Q2: 44,968 shares; 2026Q3: 45,398 shares 45,398 $5.75M 0.12% +430 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; 2024Q4: 100,791 shares; 2025Q1: 100,925 shares; 2025Q2: 75,992 shares; 2025Q3: 72,146 shares; 2025Q4: 71,616 shares; 2026Q1: 61,462 shares; 2026Q2: 58,453 shares; 2026Q3: 54,322 shares 54,322 $5.7M 0.12% -4,131 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,875 shares; 2025Q1: 65,282 shares; 2025Q2: 66,346 shares; 2025Q3: 62,760 shares; 2025Q4: 63,476 shares; 2026Q1: 54,916 shares; 2026Q2: 42,360 shares; 2026Q3: 43,307 shares 43,307 $5.61M 0.12% +947 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,176 shares; 2025Q1: 10,104 shares; 2025Q2: 13,765 shares; 2025Q3: 12,467 shares; 2025Q4: 12,465 shares; 2026Q1: 12,043 shares; 2026Q2: 13,345 shares; 2026Q3: 13,349 shares 13,349 $5.55M 0.12% +4 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; 2024Q4: 64,527 shares; 2025Q1: 67,678 shares; 2025Q2: 203,456 shares; 2025Q3: 198,274 shares; 2025Q4: 197,686 shares; 2026Q1: 197,870 shares; 2026Q2: 204,155 shares; 2026Q3: 201,839 shares 201,839 $5.55M 0.12% -2,316 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; 2024Q4: 6,462 shares; 2025Q1: 7,045 shares; 2025Q2: 7,131 shares; 2025Q3: 7,043 shares; 2025Q4: 7,128 shares; 2026Q1: 5,200 shares; 2026Q2: 5,496 shares; 2026Q3: 5,634 shares 5,634 $5.35M 0.11% +138 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; 2024Q4: 15,514 shares; 2025Q1: 17,588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,186 shares; 2026Q2: 91,284 shares; 2026Q3: 124,043 shares 124,043 $5.14M 0.11% +32,759 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; 2024Q4: 15,810 shares; 2025Q1: 15,832 shares; 2025Q2: 17,886 shares; 2025Q3: 17,965 shares; 2025Q4: 18,470 shares; 2026Q1: 16,039 shares; 2026Q2: 16,950 shares; 2026Q3: 16,853 shares 16,853 $5.12M 0.11% -97 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,172 shares; 2025Q1: 54,523 shares; 2025Q2: 54,633 shares; 2025Q3: 59,911 shares; 2025Q4: 60,803 shares; 2026Q1: 67,311 shares; 2026Q2: 57,658 shares; 2026Q3: 52,517 shares 52,517 $4.96M 0.1% -5,141 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,705 shares; 2025Q1: 187,780 shares; 2025Q2: 187,310 shares; 2025Q3: 182,509 shares; 2025Q4: 178,211 shares; 2026Q1: 159,003 shares; 2026Q2: 169,378 shares; 2026Q3: 172,660 shares 172,660 $4.92M 0.1% +3,282 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,167 shares; 2025Q1: 55,535 shares; 2025Q2: 61,746 shares; 2025Q3: 58,717 shares; 2025Q4: 59,321 shares; 2026Q1: 60,941 shares; 2026Q2: 57,817 shares; 2026Q3: 57,481 shares 57,481 $4.88M 0.1% -336 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,544 shares; 2025Q1: 7,596 shares; 2025Q2: 7,131 shares; 2025Q3: 7,585 shares; 2025Q4: 83,319 shares; 2026Q1: 67,248 shares; 2026Q2: 72,533 shares; 2026Q3: 69,767 shares 69,767 $4.85M 0.1% -2,766 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,734 shares; 2025Q1: 53,621 shares; 2025Q2: 26,678 shares; 2025Q3: 28,878 shares; 2025Q4: 29,423 shares; 2026Q1: 27,966 shares; 2026Q2: 28,828 shares; 2026Q3: 25,976 shares 25,976 $4.83M 0.1% -2,852 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,554 shares; 2025Q1: 11,586 shares; 2025Q2: 12,063 shares; 2025Q3: 11,147 shares; 2025Q4: 11,146 shares; 2026Q1: 9,635 shares; 2026Q2: 9,610 shares; 2026Q3: 9,345 shares 9,345 $4.83M 0.1% -265 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; 2024Q4: 1,852 shares; 2025Q1: 2,762 shares; 2025Q2: 2,618 shares; 2025Q3: 2,414 shares; 2025Q4: 2,775 shares; 2026Q1: 2,400 shares; 2026Q2: 2,567 shares; 2026Q3: 2,659 shares 2,659 $4.82M 0.1% +92 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; 2024Q4: 3,645 shares; 2025Q1: 3,549 shares; 2025Q2: 4,623 shares; 2025Q3: 4,660 shares; 2025Q4: 4,742 shares; 2026Q1: 4,692 shares; 2026Q2: 38,085 shares; 2026Q3: 37,909 shares 37,909 $4.76M 0.1% -176 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,185 shares; 2025Q1: 28,503 shares; 2025Q2: 30,771 shares; 2025Q3: 30,641 shares; 2025Q4: 29,299 shares; 2026Q1: 29,435 shares; 2026Q2: 29,214 shares; 2026Q3: 27,654 shares 27,654 $4.76M 0.1% -1,560 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,000 shares; 2025Q1: 80,903 shares; 2025Q2: 34,295 shares; 2025Q3: 33,852 shares; 2025Q4: 30,963 shares; 2026Q1: 20,461 shares; 2026Q2: 19,443 shares; 2026Q3: 19,789 shares 19,789 $4.54M 0.1% +346 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,595 shares; 2025Q1: 20,349 shares; 2025Q2: 21,125 shares; 2025Q3: 20,507 shares; 2025Q4: 20,931 shares; 2026Q1: 14,760 shares; 2026Q2: 13,941 shares; 2026Q3: 14,354 shares 14,354 $4.48M 0.09% +413 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,440 shares; 2025Q1: 26,104 shares; 2025Q2: 27,762 shares; 2025Q3: 27,182 shares; 2025Q4: 27,136 shares; 2026Q1: 21,379 shares; 2026Q2: 20,516 shares; 2026Q3: 19,357 shares 19,357 $4.47M 0.09% -1,159 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,611 shares; 2025Q1: 14,681 shares; 2025Q2: 15,359 shares; 2025Q3: 14,337 shares; 2025Q4: 13,929 shares; 2026Q1: 13,968 shares; 2026Q2: 23,253 shares; 2026Q3: 26,349 shares 26,349 $4.38M 0.09% +3,096 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; 2024Q4: 6,159 shares; 2025Q1: 6,170 shares; 2025Q2: 12,933 shares; 2025Q3: 12,940 shares; 2025Q4: 12,992 shares; 2026Q1: 12,969 shares; 2026Q2: 13,052 shares; 2026Q3: 12,765 shares 12,765 $4.31M 0.09% -287 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; 2024Q4: 255,527 shares; 2025Q1: 180,926 shares; 2025Q2: 213,331 shares; 2025Q3: 187,887 shares; 2025Q4: 189,045 shares; 2026Q1: 204,610 shares; 2026Q2: 209,108 shares; 2026Q3: 213,824 shares 213,824 $4.23M 0.09% +4,716 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; 2024Q4: 11,537 shares; 2025Q1: 10,640 shares; 2025Q2: 11,281 shares; 2025Q3: 11,234 shares; 2025Q4: 11,099 shares; 2026Q1: 9,170 shares; 2026Q2: 9,793 shares; 2026Q3: 9,773 shares 9,773 $4.2M 0.09% -20 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; 2024Q4: 31,767 shares; 2025Q1: 31,690 shares; 2025Q2: 31,788 shares; 2025Q3: 32,241 shares; 2025Q4: 32,629 shares; 2026Q1: 34,224 shares; 2026Q2: 34,211 shares; 2026Q3: 33,976 shares 33,976 $4.18M 0.09% -235 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 4,704 shares; 2025Q4: 6,426 shares; 2026Q1: 8,344 shares; 2026Q2: 10,958 shares; 2026Q3: 13,720 shares 13,720 $4.18M 0.09% +2,762 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; 2024Q4: 10,877 shares; 2025Q1: 8,553 shares; 2025Q2: 13,061 shares; 2025Q3: 7,446 shares; 2025Q4: 7,646 shares; 2026Q1: 6,537 shares; 2026Q2: 13,313 shares; 2026Q3: 15,763 shares 15,763 $4.16M 0.09% +2,450 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; 2024Q4: 22,103 shares; 2025Q1: 40,852 shares; 2025Q2: 64,499 shares; 2025Q3: 39,030 shares; 2025Q4: 82,379 shares; 2026Q1: 86,630 shares; 2026Q2: 83,505 shares; 2026Q3: 87,371 shares 87,371 $4.14M 0.09% +3,866 Timeline DFA INVT DIMENSIONS GROUP I… DFA INVT DIMENSIONS GROUP INC U.S… More: the full row for DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53,325 shares 53,325 $4.13M 0.09% new 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; 2024Q4: 27,050 shares; 2025Q1: 26,936 shares; 2025Q2: 29,244 shares; 2025Q3: 28,317 shares; 2025Q4: 26,133 shares; 2026Q1: 16,460 shares; 2026Q2: 15,444 shares; 2026Q3: 14,461 shares 14,461 $4.11M 0.09% -983 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; 2024Q4: 8,547 shares; 2025Q1: 8,757 shares; 2025Q2: 8,829 shares; 2025Q3: 9,518 shares; 2025Q4: 10,310 shares; 2026Q1: 8,231 shares; 2026Q2: 7,064 shares; 2026Q3: 7,859 shares 7,859 $4.02M 0.08% +795 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; 2024Q4: 105,036 shares; 2025Q1: 110,767 shares; 2025Q2: 111,115 shares; 2025Q3: 112,030 shares; 2025Q4: 106,324 shares; 2026Q1: 89,927 shares; 2026Q2: 87,228 shares; 2026Q3: 85,865 shares 85,865 $3.94M 0.08% -1,363 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; 2024Q4: 143,073 shares; 2025Q1: 137,602 shares; 2025Q2: 169,750 shares; 2025Q3: 172,759 shares; 2025Q4: 170,342 shares; 2026Q1: 176,783 shares; 2026Q2: 157,617 shares; 2026Q3: 158,861 shares 158,861 $3.88M 0.08% +1,244 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 87,469 shares 87,469 $3.71M 0.08% new Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386,178 shares; 2026Q2: 387,230 shares; 2026Q3: 386,706 shares 386,706 $3.7M 0.08% -524 Timeline GNR 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 49,870 shares 49,870 $3.69M 0.08% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,181 shares; 2025Q1: 15,301 shares; 2025Q2: 16,174 shares; 2025Q3: 15,921 shares; 2025Q4: 16,624 shares; 2026Q1: 10,185 shares; 2026Q2: 10,357 shares; 2026Q3: 11,195 shares 11,195 $3.68M 0.08% +838 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; 2024Q4: 14,527 shares; 2025Q1: 15,525 shares; 2025Q2: 16,048 shares; 2025Q3: 16,673 shares; 2025Q4: 16,743 shares; 2026Q1: 15,861 shares; 2026Q2: 15,710 shares; 2026Q3: 12,881 shares 12,881 $3.66M 0.08% -2,829 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; 2024Q4: 78,933 shares; 2025Q1: 86,819 shares; 2025Q2: 88,535 shares; 2025Q3: 86,439 shares; 2025Q4: 83,615 shares; 2026Q1: 82,139 shares; 2026Q2: 79,955 shares; 2026Q3: 76,388 shares 76,388 $3.63M 0.08% -3,567 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; 2024Q4: 174,282 shares; 2025Q1: 166,236 shares; 2025Q2: 80,537 shares; 2025Q3: 41,293 shares; 2025Q4: 71,361 shares; 2026Q1: 76,444 shares; 2026Q2: 71,798 shares; 2026Q3: 76,444 shares 76,444 $3.62M 0.08% +4,646 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; 2024Q4: 49,062 shares; 2025Q1: 49,615 shares; 2025Q2: 52,108 shares; 2025Q3: 54,724 shares; 2025Q4: 57,260 shares; 2026Q1: 45,850 shares; 2026Q2: 45,097 shares; 2026Q3: 44,959 shares 44,959 $3.6M 0.08% -138 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,349 shares; 2025Q1: 13,284 shares; 2025Q2: 14,899 shares; 2025Q3: 14,017 shares; 2025Q4: 13,360 shares; 2026Q1: 12,341 shares; 2026Q2: 12,393 shares; 2026Q3: 12,532 shares 12,532 $3.57M 0.08% +139 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; 2024Q4: 14,096 shares; 2025Q1: 14,837 shares; 2025Q2: 17,317 shares; 2025Q3: 18,054 shares; 2025Q4: 18,360 shares; 2026Q1: 16,540 shares; 2026Q2: 15,643 shares; 2026Q3: 16,155 shares 16,155 $3.55M 0.07% +512 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,815 shares; 2025Q1: 20,606 shares; 2025Q2: 23,773 shares; 2025Q3: 23,603 shares; 2025Q4: 24,133 shares; 2026Q1: 24,194 shares; 2026Q2: 24,347 shares; 2026Q3: 22,649 shares 22,649 $3.44M 0.07% -1,698 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,836 shares; 2025Q1: 181,951 shares; 2025Q2: 26,945 shares; 2025Q3: 27,465 shares; 2025Q4: 25,120 shares; 2026Q1: 24,770 shares; 2026Q2: 122,830 shares; 2026Q3: 122,528 shares 122,528 $3.43M 0.07% -302 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,217 shares; 2025Q1: 17,261 shares; 2025Q2: 17,734 shares; 2025Q3: 19,346 shares; 2025Q4: 19,332 shares; 2026Q1: 17,894 shares; 2026Q2: 17,793 shares; 2026Q3: 14,945 shares 14,945 $3.41M 0.07% -2,848 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,183 shares; 2025Q1: 15,019 shares; 2025Q2: 15,159 shares; 2025Q3: 14,874 shares; 2025Q4: 14,846 shares; 2026Q1: 12,589 shares; 2026Q2: 12,763 shares; 2026Q3: 13,109 shares 13,109 $3.35M 0.07% +346 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,829 shares; 2026Q2: 78,616 shares; 2026Q3: 78,786 shares 78,786 $3.34M 0.07% +170 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; 2024Q4: 9,170 shares; 2025Q1: 11,708 shares; 2025Q2: 9,857 shares; 2025Q3: 8,175 shares; 2025Q4: 7,962 shares; 2026Q1: 5,667 shares; 2026Q2: 6,100 shares; 2026Q3: 6,166 shares 6,166 $3.32M 0.07% +66 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; 2024Q4: 92,257 shares; 2025Q1: 93,464 shares; 2025Q2: 96,516 shares; 2025Q3: 93,047 shares; 2025Q4: 94,396 shares; 2026Q1: 94,734 shares; 2026Q2: 93,271 shares; 2026Q3: 91,511 shares 91,511 $3.26M 0.07% -1,760 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,764 shares; 2025Q1: 123,764 shares; 2025Q2: 123,764 shares; 2025Q3: 123,764 shares; 2025Q4: 123,764 shares; 2026Q1: 123,764 shares; 2026Q2: 123,764 shares; 2026Q3: 123,764 shares 123,764 $3.25M 0.07% 0 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; 2024Q4: 2,752 shares; 2025Q1: 2,538 shares; 2025Q2: 7,193 shares; 2025Q3: 7,379 shares; 2025Q4: 7,606 shares; 2026Q1: 6,372 shares; 2026Q2: 8,044 shares; 2026Q3: 8,304 shares 8,304 $3.22M 0.07% +260 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; 2024Q4: 15,350 shares; 2025Q1: 15,550 shares; 2025Q2: 14,777 shares; 2025Q3: 14,739 shares; 2025Q4: 15,365 shares; 2026Q1: 11,542 shares; 2026Q2: 11,554 shares; 2026Q3: 11,732 shares 11,732 $3.19M 0.07% +178 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,338 shares; 2025Q1: 11,606 shares; 2025Q2: 13,247 shares; 2025Q3: 10,844 shares; 2025Q4: 13,037 shares; 2026Q1: 10,912 shares; 2026Q2: 8,567 shares; 2026Q3: 9,173 shares 9,173 $3.11M 0.07% +606 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,693 shares; 2026Q1: 2,693 shares; 2026Q2: 6,499 shares; 2026Q3: 19,221 shares 19,221 $3.03M 0.06% +12,722 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; 2024Q4: 20,552 shares; 2025Q1: 36,720 shares; 2025Q2: 34,332 shares; 2025Q3: 28,825 shares; 2025Q4: 36,924 shares; 2026Q1: 42,426 shares; 2026Q2: 38,852 shares; 2026Q3: 41,174 shares 41,174 $2.99M 0.06% +2,322 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,362 shares; 2025Q1: 43,446 shares; 2025Q2: 20,509 shares; 2025Q3: 20,665 shares; 2025Q4: 21,536 shares; 2026Q1: 15,646 shares; 2026Q2: 16,706 shares; 2026Q3: 15,911 shares 15,911 $2.93M 0.06% -795 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; 2024Q4: 9,016 shares; 2025Q1: 10,253 shares; 2025Q2: 12,640 shares; 2025Q3: 10,205 shares; 2025Q4: 9,790 shares; 2026Q1: 7,190 shares; 2026Q2: 7,470 shares; 2026Q3: 7,620 shares 7,620 $2.9M 0.06% +150 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; 2024Q4: 20,872 shares; 2025Q1: 21,555 shares; 2025Q2: 23,369 shares; 2025Q3: 22,580 shares; 2025Q4: 23,614 shares; 2026Q1: 18,712 shares; 2026Q2: 19,346 shares; 2026Q3: 21,474 shares 21,474 $2.84M 0.06% +2,128 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,435 shares; 2025Q1: 3,477 shares; 2025Q2: 3,492 shares; 2025Q3: 3,386 shares; 2025Q4: 3,354 shares; 2026Q1: 2,404 shares; 2026Q2: 2,619 shares; 2026Q3: 2,668 shares 2,668 $2.82M 0.06% +49 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,565 shares; 2025Q1: 38,605 shares; 2025Q2: 38,726 shares; 2025Q3: 36,644 shares; 2025Q4: 35,031 shares; 2026Q1: 28,345 shares; 2026Q2: 27,938 shares; 2026Q3: 28,580 shares 28,580 $2.79M 0.06% +642 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,707 shares; 2025Q4: 57,465 shares; 2026Q1: 97,387 shares; 2026Q2: 98,064 shares; 2026Q3: 104,582 shares 104,582 $2.79M 0.06% +6,518 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,132 shares; 2025Q3: 20,018 shares; 2025Q4: 40,036 shares; 2026Q1: 40,036 shares; 2026Q2: 40,036 shares; 2026Q3: 40,036 shares 40,036 $2.78M 0.06% 0 Timeline VTEL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,316 shares 28,316 $2.72M 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,736 shares; 2025Q1: 16,892 shares; 2025Q2: 18,588 shares; 2025Q3: 17,075 shares; 2025Q4: 17,418 shares; 2026Q1: 13,821 shares; 2026Q2: 14,476 shares; 2026Q3: 14,340 shares 14,340 $2.7M 0.06% -136 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,160 shares; 2025Q4: 71,745 shares; 2026Q1: 84,328 shares; 2026Q2: 82,091 shares; 2026Q3: 91,657 shares 91,657 $2.69M 0.06% +9,566 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,256 shares; 2025Q3: 29,189 shares; 2025Q4: 30,224 shares; 2026Q1: 43,754 shares; 2026Q2: 43,297 shares; 2026Q3: 49,533 shares 49,533 $2.66M 0.06% +6,236 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; 2024Q4: 70,945 shares; 2025Q1: 92,001 shares; 2025Q2: 97,716 shares; 2025Q3: 116,036 shares; 2025Q4: 79,438 shares; 2026Q1: 67,233 shares; 2026Q2: 78,826 shares; 2026Q3: 81,770 shares 81,770 $2.66M 0.06% +2,944 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; 2024Q4: 9,399 shares; 2025Q1: 8,176 shares; 2025Q2: 8,692 shares; 2025Q3: 8,771 shares; 2025Q4: 8,676 shares; 2026Q1: 7,043 shares; 2026Q2: 7,254 shares; 2026Q3: 6,712 shares 6,712 $2.65M 0.06% -542 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; 2024Q4: 27,013 shares; 2025Q1: 27,325 shares; 2025Q2: 28,205 shares; 2025Q3: 28,210 shares; 2025Q4: 28,246 shares; 2026Q1: 29,461 shares; 2026Q2: 41,479 shares; 2026Q3: 47,353 shares 47,353 $2.65M 0.06% +5,874 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,489 shares; 2025Q1: 32,298 shares; 2025Q2: 34,596 shares; 2025Q3: 33,634 shares; 2025Q4: 34,157 shares; 2026Q1: 25,706 shares; 2026Q2: 26,907 shares; 2026Q3: 26,712 shares 26,712 $2.64M 0.06% -195 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; 2024Q4: 135,030 shares; 2025Q1: 134,305 shares; 2025Q2: 114,401 shares; 2025Q3: 197,824 shares; 2025Q4: 169,350 shares; 2026Q1: 113,715 shares; 2026Q2: 86,528 shares; 2026Q3: 86,524 shares 86,524 $2.6M 0.05% -4 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,077 shares; 2025Q1: 19,717 shares; 2025Q2: 19,050 shares; 2025Q3: 19,217 shares; 2025Q4: 17,959 shares; 2026Q1: 19,215 shares; 2026Q2: 19,821 shares; 2026Q3: 17,294 shares 17,294 $2.56M 0.05% -2,527 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,238 shares; 2025Q1: 62,125 shares; 2025Q2: 33,545 shares; 2025Q3: 33,441 shares; 2025Q4: 33,179 shares; 2026Q1: 29,680 shares; 2026Q2: 28,019 shares; 2026Q3: 27,138 shares 27,138 $2.55M 0.05% -881 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,767 shares; 2025Q1: 2,735 shares; 2025Q2: 2,747 shares; 2025Q3: 2,710 shares; 2025Q4: 2,678 shares; 2026Q1: 2,386 shares; 2026Q2: 2,472 shares; 2026Q3: 2,519 shares 2,519 $2.55M 0.05% +47 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,688 shares; 2025Q1: 19,980 shares; 2025Q2: 19,031 shares; 2025Q3: 17,611 shares; 2025Q4: 17,693 shares; 2026Q1: 14,718 shares; 2026Q2: 18,336 shares; 2026Q3: 16,127 shares 16,127 $2.53M 0.05% -2,209 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,251 shares; 2025Q1: 24,107 shares; 2025Q2: 27,636 shares; 2025Q3: 27,324 shares; 2025Q4: 25,483 shares; 2026Q1: 21,278 shares; 2026Q2: 20,900 shares; 2026Q3: 20,120 shares 20,120 $2.52M 0.05% -780 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; 2024Q4: 2,073 shares; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 5,545 shares; 2025Q4: 8,935 shares; 2026Q1: 8,502 shares; 2026Q2: 9,934 shares; 2026Q3: 10,265 shares 10,265 $2.48M 0.05% +331 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,528 shares; 2025Q1: 11,675 shares; 2025Q2: 12,918 shares; 2025Q3: 13,544 shares; 2025Q4: 13,844 shares; 2026Q1: 11,789 shares; 2026Q2: 11,279 shares; 2026Q3: 11,121 shares 11,121 $2.46M 0.05% -158 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,761 shares; 2025Q1: 5,858 shares; 2025Q2: 4,599 shares; 2025Q3: 4,554 shares; 2025Q4: 4,536 shares; 2026Q1: 4,536 shares; 2026Q2: 4,328 shares; 2026Q3: 4,224 shares 4,224 $2.4M 0.05% -104 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; 2024Q4: 25,805 shares; 2025Q1: 24,215 shares; 2025Q2: 27,769 shares; 2025Q3: 25,300 shares; 2025Q4: 25,456 shares; 2026Q1: 24,692 shares; 2026Q2: 25,900 shares; 2026Q3: 25,657 shares 25,657 $2.4M 0.05% -243 Timeline VCRM 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; 2024Q4: 10,253 shares; 2025Q1: 12,633 shares; 2025Q2: 3,461 shares; 2025Q3: 3,651 shares; 2025Q4: 18,201 shares; 2026Q1: 23,045 shares; 2026Q2: 24,357 shares; 2026Q3: 33,105 shares 33,105 $2.37M 0.05% +8,748 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; 2024Q4: 89,189 shares; 2025Q1: 89,363 shares; 2025Q2: 86,083 shares; 2025Q3: 92,321 shares; 2025Q4: 78,095 shares; 2026Q1: 74,474 shares; 2026Q2: 74,519 shares; 2026Q3: 74,710 shares 74,710 $2.35M 0.05% +191 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 800 shares; 2026Q2: 1,059 shares; 2026Q3: 1,351 shares 1,351 $2.35M 0.05% +292 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; 2024Q4: 33,260 shares; 2025Q1: 32,782 shares; 2025Q2: 12,958 shares; 2025Q3: 11,906 shares; 2025Q4: 22,202 shares; 2026Q1: 22,168 shares; 2026Q2: 21,478 shares; 2026Q3: 21,480 shares 21,480 $2.34M 0.05% +2 Timeline VTEI 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; 2024Q4: 3,120 shares; 2025Q1: 31,991 shares; 2025Q2: 14,408 shares; 2025Q3: 11,066 shares; 2025Q4: 13,536 shares; 2026Q1: 14,748 shares; 2026Q2: 14,064 shares; 2026Q3: 24,459 shares 24,459 $2.33M 0.05% +10,395 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,809 shares; 2025Q1: 13,234 shares; 2025Q2: 13,611 shares; 2025Q3: 14,319 shares; 2025Q4: 16,026 shares; 2026Q1: 26,898 shares; 2026Q2: 24,485 shares; 2026Q3: 23,336 shares 23,336 $2.27M 0.05% -1,149 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; 2024Q4: 53,919 shares; 2025Q1: 54,112 shares; 2025Q2: 31,539 shares; 2025Q3: 30,888 shares; 2025Q4: 31,330 shares; 2026Q1: 29,031 shares; 2026Q2: 29,784 shares; 2026Q3: 36,135 shares 36,135 $2.25M 0.05% +6,351 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; 2024Q4: 4,658 shares; 2025Q1: 4,735 shares; 2025Q2: 5,052 shares; 2025Q3: 5,653 shares; 2025Q4: 6,696 shares; 2026Q1: 4,214 shares; 2026Q2: 5,503 shares; 2026Q3: 5,660 shares 5,660 $2.25M 0.05% +157 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,000 shares; 2026Q1: 136,672 shares; 2026Q2: 134,006 shares; 2026Q3: 131,379 shares 131,379 $2.22M 0.05% -2,627 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; 2024Q4: 8,150 shares; 2025Q1: 11,352 shares; 2025Q2: 10,012 shares; 2025Q3: 12,012 shares; 2025Q4: 13,687 shares; 2026Q1: 9,162 shares; 2026Q2: 10,657 shares; 2026Q3: 10,915 shares 10,915 $2.22M 0.05% +258 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 7,777 shares; 2026Q1: 8,151 shares; 2026Q2: 5,191 shares; 2026Q3: 7,874 shares 7,874 $2.18M 0.05% +2,683 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; 2024Q4: 6,196 shares; 2025Q1: 6,965 shares; 2025Q2: 7,898 shares; 2025Q3: 7,894 shares; 2025Q4: 8,162 shares; 2026Q1: 6,339 shares; 2026Q2: 6,423 shares; 2026Q3: 6,560 shares 6,560 $2.18M 0.05% +137 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; 2024Q4: 28,241 shares; 2025Q1: 33,462 shares; 2025Q2: 38,206 shares; 2025Q3: 37,067 shares; 2025Q4: 38,422 shares; 2026Q1: 25,422 shares; 2026Q2: 26,287 shares; 2026Q3: 28,715 shares 28,715 $2.17M 0.05% +2,428 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,391 shares; 2025Q1: 9,675 shares; 2025Q2: 10,390 shares; 2025Q3: 11,347 shares; 2025Q4: 12,240 shares; 2026Q1: 12,489 shares; 2026Q2: 12,849 shares; 2026Q3: 13,515 shares 13,515 $2.15M 0.05% +666 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,029 shares; 2025Q1: 13,293 shares; 2025Q2: 56,348 shares; 2025Q3: 56,439 shares; 2025Q4: 57,145 shares; 2026Q1: 57,429 shares; 2026Q2: 59,906 shares; 2026Q3: 58,350 shares 58,350 $2.13M 0.04% -1,556 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,026 shares; 2025Q3: 60,161 shares; 2025Q4: 60,445 shares; 2026Q1: 60,871 shares; 2026Q2: 59,226 shares; 2026Q3: 62,253 shares 62,253 $2.12M 0.04% +3,027 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; 2024Q4: 23,025 shares; 2025Q1: 23,519 shares; 2025Q2: 22,401 shares; 2025Q3: 19,175 shares; 2025Q4: 35,297 shares; 2026Q1: 34,513 shares; 2026Q2: 34,507 shares; 2026Q3: 34,265 shares 34,265 $2.11M 0.04% -242 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; 2024Q4: 9,320 shares; 2025Q1: 10,883 shares; 2025Q2: 13,123 shares; 2025Q3: 12,425 shares; 2025Q4: 11,323 shares; 2026Q1: 9,891 shares; 2026Q2: 9,961 shares; 2026Q3: 10,121 shares 10,121 $2.06M 0.04% +160 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,190 shares; 2025Q1: 14,597 shares; 2025Q2: 14,861 shares; 2025Q3: 14,686 shares; 2025Q4: 14,161 shares; 2026Q1: 14,160 shares; 2026Q2: 14,972 shares; 2026Q3: 14,969 shares 14,969 $2.06M 0.04% -3 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,070 shares; 2025Q1: 2,262 shares; 2025Q2: 2,517 shares; 2025Q3: 2,628 shares; 2025Q4: 15,253 shares; 2026Q1: 14,666 shares; 2026Q2: 13,703 shares; 2026Q3: 15,286 shares 15,286 $2.05M 0.04% +1,583 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,262 shares; 2025Q1: 4,228 shares; 2025Q2: 2,530 shares; 2025Q3: 4,566 shares; 2025Q4: 4,682 shares; 2026Q1: 2,656 shares; 2026Q2: 2,690 shares; 2026Q3: 3,005 shares 3,005 $2.03M 0.04% +315 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,641 shares; 2025Q1: 39,641 shares; 2025Q2: 38,568 shares; 2025Q3: 38,613 shares; 2025Q4: 38,613 shares; 2026Q1: 38,613 shares; 2026Q2: 37,853 shares; 2026Q3: 38,613 shares 38,613 $2.02M 0.04% +760 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,561 shares; 2025Q1: 3,514 shares; 2025Q2: 4,363 shares; 2025Q3: 4,724 shares; 2025Q4: 4,874 shares; 2026Q1: 4,943 shares; 2026Q2: 6,500 shares; 2026Q3: 5,514 shares 5,514 $1.99M 0.04% -986 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,533 shares; 2025Q3: 2,504 shares; 2025Q4: 3,044 shares; 2026Q1: 1,651 shares; 2026Q2: 2,035 shares; 2026Q3: 2,132 shares 2,132 $1.97M 0.04% +97 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,697 shares; 2025Q1: 9,908 shares; 2025Q2: 11,834 shares; 2025Q3: 15,239 shares; 2025Q4: 16,393 shares; 2026Q1: 12,197 shares; 2026Q2: 11,303 shares; 2026Q3: 10,978 shares 10,978 $1.96M 0.04% -325 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,173 shares; 2025Q1: 4,738 shares; 2025Q2: 4,571 shares; 2025Q3: 4,756 shares; 2025Q4: 4,682 shares; 2026Q1: 3,500 shares; 2026Q2: 3,787 shares; 2026Q3: 3,732 shares 3,732 $1.95M 0.04% -55 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,951 shares; 2025Q1: 28,261 shares; 2025Q2: 28,572 shares; 2025Q3: 28,574 shares; 2025Q4: 28,760 shares; 2026Q1: 28,642 shares; 2026Q2: 28,643 shares; 2026Q3: 35,291 shares 35,291 $1.94M 0.04% +6,648 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,459 shares; 2025Q1: 12,774 shares; 2025Q2: 13,286 shares; 2025Q3: 13,901 shares; 2025Q4: 15,052 shares; 2026Q1: 13,251 shares; 2026Q2: 15,420 shares; 2026Q3: 17,306 shares 17,306 $1.94M 0.04% +1,886 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,397 shares 10,397 $1.94M 0.04% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,425 shares; 2026Q1: 54,565 shares; 2026Q2: 51,463 shares; 2026Q3: 55,716 shares 55,716 $1.91M 0.04% +4,253 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,119 shares; 2025Q1: 4,596 shares; 2025Q2: 4,733 shares; 2025Q3: 4,605 shares; 2025Q4: 4,206 shares; 2026Q1: 4,372 shares; 2026Q2: 5,136 shares; 2026Q3: 5,342 shares 5,342 $1.91M 0.04% +206 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; 2024Q4: 19,342 shares; 2025Q1: 17,274 shares; 2025Q2: 17,697 shares; 2025Q3: 21,023 shares; 2025Q4: 20,050 shares; 2026Q1: 19,528 shares; 2026Q2: 16,334 shares; 2026Q3: 16,699 shares 16,699 $1.9M 0.04% +365 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,129 shares; 2025Q1: 7,356 shares; 2025Q2: 7,615 shares; 2025Q3: 7,435 shares; 2025Q4: 7,434 shares; 2026Q1: 6,276 shares; 2026Q2: 6,080 shares; 2026Q3: 6,090 shares 6,090 $1.88M 0.04% +10 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,344 shares; 2025Q1: 41,792 shares; 2025Q2: 34,553 shares; 2025Q3: 40,111 shares; 2025Q4: 39,122 shares; 2026Q1: 39,226 shares; 2026Q2: 40,304 shares; 2026Q3: 40,393 shares 40,393 $1.88M 0.04% +89 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,957 shares; 2025Q1: 30,489 shares; 2025Q2: 26,773 shares; 2025Q3: 31,162 shares; 2025Q4: 32,637 shares; 2026Q1: 23,756 shares; 2026Q2: 24,477 shares; 2026Q3: 21,888 shares 21,888 $1.88M 0.04% -2,589 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,793 shares; 2026Q3: 30,432 shares 30,432 $1.87M 0.04% +8,639 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,656 shares; 2025Q1: 19,891 shares; 2025Q2: 18,091 shares; 2025Q3: 18,167 shares; 2025Q4: 16,787 shares; 2026Q1: 16,297 shares; 2026Q2: 16,952 shares; 2026Q3: 16,256 shares 16,256 $1.82M 0.04% -696 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; 2024Q4: 9,528 shares; 2025Q1: 9,441 shares; 2025Q2: 9,968 shares; 2025Q3: 8,213 shares; 2025Q4: 6,705 shares; 2026Q1: 5,768 shares; 2026Q2: 6,555 shares; 2026Q3: 6,312 shares 6,312 $1.77M 0.04% -243 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; 2024Q4: 42,316 shares; 2025Q1: 41,784 shares; 2025Q2: 43,995 shares; 2025Q3: 41,749 shares; 2025Q4: 41,087 shares; 2026Q1: 31,201 shares; 2026Q2: 27,560 shares; 2026Q3: 26,221 shares 26,221 $1.77M 0.04% -1,339 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,147 shares; 2025Q1: 3,114 shares; 2025Q2: 7,365 shares; 2025Q3: 7,403 shares; 2025Q4: 7,585 shares; 2026Q1: 6,565 shares; 2026Q2: 6,650 shares; 2026Q3: 6,783 shares 6,783 $1.75M 0.04% +133 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,335 shares; 2026Q1: 8,501 shares; 2026Q2: 9,817 shares; 2026Q3: 10,797 shares 10,797 $1.74M 0.04% +980 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,087 shares; 2025Q1: 4,116 shares; 2025Q2: 3,623 shares; 2025Q3: 3,470 shares; 2025Q4: 3,885 shares; 2026Q1: 4,281 shares; 2026Q2: 4,670 shares; 2026Q3: 4,480 shares 4,480 $1.74M 0.04% -190 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; 2024Q4: 7,731 shares; 2025Q1: 7,823 shares; 2025Q2: 8,140 shares; 2025Q3: 7,665 shares; 2025Q4: 7,447 shares; 2026Q1: 5,426 shares; 2026Q2: 6,551 shares; 2026Q3: 6,702 shares 6,702 $1.73M 0.04% +151 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,061 shares; 2025Q1: 24,646 shares; 2025Q2: 21,896 shares; 2025Q3: 21,469 shares; 2025Q4: 22,147 shares; 2026Q1: 16,694 shares; 2026Q2: 16,583 shares; 2026Q3: 17,984 shares 17,984 $1.71M 0.04% +1,401 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,529 shares; 2025Q1: 11,780 shares; 2025Q2: 12,822 shares; 2025Q3: 14,484 shares; 2025Q4: 13,525 shares; 2026Q1: 13,615 shares; 2026Q2: 13,898 shares; 2026Q3: 13,779 shares 13,779 $1.65M 0.03% -119 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,267 shares; 2025Q1: 4,151 shares; 2025Q2: 4,641 shares; 2025Q3: 4,528 shares; 2025Q4: 4,256 shares; 2026Q1: 2,446 shares; 2026Q2: 3,197 shares; 2026Q3: 3,477 shares 3,477 $1.65M 0.03% +280 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,415 shares; 2025Q1: 23,165 shares; 2025Q2: 25,174 shares; 2025Q3: 25,027 shares; 2025Q4: 22,226 shares; 2026Q1: 22,243 shares; 2026Q2: 22,277 shares; 2026Q3: 22,272 shares 22,272 $1.65M 0.03% -5 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; 2024Q4: 17,311 shares; 2025Q1: 16,527 shares; 2025Q2: 21,347 shares; 2025Q3: 19,667 shares; 2025Q4: 38,712 shares; 2026Q1: 50,669 shares; 2026Q2: 47,028 shares; 2026Q3: 21,064 shares 21,064 $1.65M 0.03% -25,964 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; 2024Q4: 3,261 shares; 2025Q1: 2,370 shares; 2025Q2: 2,236 shares; 2025Q3: 2,734 shares; 2025Q4: 3,477 shares; 2026Q1: 2,590 shares; 2026Q2: 2,651 shares; 2026Q3: 2,540 shares 2,540 $1.63M 0.03% -111 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,636 shares; 2025Q1: 22,534 shares; 2025Q2: 63,455 shares; 2025Q3: 63,183 shares; 2025Q4: 63,225 shares; 2026Q1: 67,086 shares; 2026Q2: 66,815 shares; 2026Q3: 64,150 shares 64,150 $1.63M 0.03% -2,665 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; 2024Q4: 39,507 shares; 2025Q1: 58,561 shares; 2025Q2: 48,904 shares; 2025Q3: 48,747 shares; 2025Q4: 42,771 shares; 2026Q1: 24,525 shares; 2026Q2: 24,089 shares; 2026Q3: 23,653 shares 23,653 $1.62M 0.03% -436 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489,540 shares; 2025Q1: 482,788 shares; 2025Q2: 433,765 shares; 2025Q3: 433,765 shares; 2025Q4: 433,765 shares; 2026Q1: 36,858 shares; 2026Q2: 37,433 shares; 2026Q3: 34,822 shares 34,822 $1.62M 0.03% -2,611 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,548 shares; 2025Q1: 17,631 shares; 2025Q2: 20,004 shares; 2025Q3: 20,280 shares; 2025Q4: 19,417 shares; 2026Q1: 18,537 shares; 2026Q2: 20,147 shares; 2026Q3: 19,476 shares 19,476 $1.61M 0.03% -671 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,235 shares; 2025Q1: 13,300 shares; 2025Q2: 13,403 shares; 2025Q3: 13,391 shares; 2025Q4: 13,210 shares; 2026Q1: 12,943 shares; 2026Q2: 13,800 shares; 2026Q3: 13,861 shares 13,861 $1.61M 0.03% +61 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,699 shares; 2025Q1: 16,699 shares; 2025Q2: 16,699 shares; 2025Q3: 16,699 shares; 2025Q4: 16,623 shares; 2026Q1: 16,623 shares; 2026Q2: 16,544 shares; 2026Q3: 16,544 shares 16,544 $1.61M 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,477 shares; 2025Q1: 6,830 shares; 2025Q2: 10,676 shares; 2025Q3: 10,495 shares; 2025Q4: 10,926 shares; 2026Q1: 10,947 shares; 2026Q2: 10,687 shares; 2026Q3: 10,452 shares 10,452 $1.61M 0.03% -235 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,342 shares; 2025Q1: 18,155 shares; 2025Q2: 20,836 shares; 2025Q3: 21,854 shares; 2025Q4: 21,986 shares; 2026Q1: 15,308 shares; 2026Q2: 16,563 shares; 2026Q3: 18,439 shares 18,439 $1.59M 0.03% +1,876 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; 2024Q4: 6,515 shares; 2025Q1: 6,523 shares; 2025Q2: 6,490 shares; 2025Q3: 6,495 shares; 2025Q4: 6,801 shares; 2026Q1: 6,939 shares; 2026Q2: 6,736 shares; 2026Q3: 6,827 shares 6,827 $1.59M 0.03% +91 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; 2024Q4: 5,062 shares; 2025Q1: 5,068 shares; 2025Q2: 5,109 shares; 2025Q3: 4,985 shares; 2025Q4: 5,052 shares; 2026Q1: 4,139 shares; 2026Q2: 4,295 shares; 2026Q3: 4,456 shares 4,456 $1.59M 0.03% +161 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,700 shares; 2025Q1: 7,817 shares; 2025Q2: 7,885 shares; 2025Q3: 7,894 shares; 2025Q4: 7,858 shares; 2026Q1: 9,452 shares; 2026Q2: 9,892 shares; 2026Q3: 9,666 shares 9,666 $1.59M 0.03% -226 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; 2024Q4: 10,543 shares; 2025Q1: 10,767 shares; 2025Q2: 12,031 shares; 2025Q3: 12,735 shares; 2025Q4: 13,827 shares; 2026Q1: 9,864 shares; 2026Q2: 9,488 shares; 2026Q3: 10,232 shares 10,232 $1.59M 0.03% +744 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,609 shares; 2025Q1: 8,780 shares; 2025Q2: 9,518 shares; 2025Q3: 9,835 shares; 2025Q4: 11,651 shares; 2026Q1: 8,128 shares; 2026Q2: 8,532 shares; 2026Q3: 18,773 shares 18,773 $1.58M 0.03% +10,241 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,019 shares; 2025Q1: 2,723 shares; 2025Q2: 42,033 shares; 2025Q3: 44,229 shares; 2025Q4: 55,778 shares; 2026Q1: 54,883 shares; 2026Q2: 59,128 shares; 2026Q3: 15,641 shares 15,641 $1.58M 0.03% -43,487 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,852 shares; 2026Q1: 7,317 shares; 2026Q2: 7,412 shares; 2026Q3: 8,147 shares 8,147 $1.57M 0.03% +735 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,381 shares; 2025Q1: 43,009 shares; 2025Q2: 42,761 shares; 2025Q3: 33,727 shares; 2025Q4: 27,580 shares; 2026Q1: 33,850 shares; 2026Q2: 32,172 shares; 2026Q3: 27,040 shares 27,040 $1.56M 0.03% -5,132 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,256 shares; 2025Q1: 9,014 shares; 2025Q2: 8,416 shares; 2025Q3: 8,221 shares; 2025Q4: 8,396 shares; 2026Q1: 7,144 shares; 2026Q2: 7,587 shares; 2026Q3: 7,787 shares 7,787 $1.56M 0.03% +200 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,645 shares 32,645 $1.55M 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,143 shares 30,143 $1.55M 0.03% new 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; 2024Q4: 49,876 shares; 2025Q1: 47,849 shares; 2025Q2: 44,893 shares; 2025Q3: 42,173 shares; 2025Q4: 41,149 shares; 2026Q1: 40,601 shares; 2026Q2: 36,204 shares; 2026Q3: 26,710 shares 26,710 $1.54M 0.03% -9,494 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,558 shares; 2025Q1: 5,564 shares; 2025Q2: 6,683 shares; 2025Q3: 6,555 shares; 2025Q4: 6,559 shares; 2026Q1: 6,594 shares; 2026Q2: 6,609 shares; 2026Q3: 6,686 shares 6,686 $1.52M 0.03% +77 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,025 shares; 2025Q1: 44,980 shares; 2025Q2: 44,980 shares; 2025Q3: 44,980 shares; 2025Q4: 44,981 shares; 2026Q1: 44,927 shares; 2026Q2: 45,756 shares; 2026Q3: 45,617 shares 45,617 $1.52M 0.03% -139 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,041 shares; 2025Q1: 1,211 shares; 2025Q2: 1,224 shares; 2025Q3: 1,251 shares; 2025Q4: 1,318 shares; 2026Q1: 502 shares; 2026Q2: 6,157 shares; 2026Q3: 7,567 shares 7,567 $1.48M 0.03% +1,410 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,557 shares; 2025Q1: 6,458 shares; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares; 2025Q4: 6,156 shares; 2026Q1: 6,448 shares; 2026Q2: 6,939 shares; 2026Q3: 7,029 shares 7,029 $1.47M 0.03% +90 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; 2024Q4: 15,183 shares; 2025Q1: 15,265 shares; 2025Q2: 15,351 shares; 2025Q3: 17,682 shares; 2025Q4: 17,899 shares; 2026Q1: 17,682 shares; 2026Q2: 17,682 shares; 2026Q3: 17,682 shares 17,682 $1.47M 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,473 shares; 2025Q3: 17,161 shares; 2025Q4: 17,161 shares; 2026Q1: 17,717 shares; 2026Q2: 19,219 shares; 2026Q3: 18,751 shares 18,751 $1.47M 0.03% -468 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 861 shares; 2025Q1: 880 shares; 2025Q2: 881 shares; 2025Q3: 702 shares; 2025Q4: 907 shares; 2026Q1: 2,404 shares; 2026Q2: 2,899 shares; 2026Q3: 3,057 shares 3,057 $1.47M 0.03% +158 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,444 shares; 2025Q1: 4,473 shares; 2025Q2: 4,736 shares; 2025Q3: 4,593 shares; 2025Q4: 5,065 shares; 2026Q1: 3,845 shares; 2026Q2: 3,492 shares; 2026Q3: 3,712 shares 3,712 $1.46M 0.03% +220 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,584 shares; 2025Q1: 10,467 shares; 2025Q2: 13,278 shares; 2025Q3: 13,127 shares; 2025Q4: 13,234 shares; 2026Q1: 7,791 shares; 2026Q2: 8,367 shares; 2026Q3: 9,819 shares 9,819 $1.46M 0.03% +1,452 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,830 shares; 2025Q1: 7,803 shares; 2025Q2: 9,572 shares; 2025Q3: 8,016 shares; 2025Q4: 8,123 shares; 2026Q1: 6,436 shares; 2026Q2: 6,475 shares; 2026Q3: 5,287 shares 5,287 $1.46M 0.03% -1,188 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; 2024Q4: 5,515 shares; 2025Q1: 6,210 shares; 2025Q2: 9,018 shares; 2025Q3: 9,454 shares; 2025Q4: 10,146 shares; 2026Q1: 6,694 shares; 2026Q2: 7,222 shares; 2026Q3: 7,542 shares 7,542 $1.46M 0.03% +320 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 968 shares; 2025Q1: 1,287 shares; 2025Q2: 20,405 shares; 2025Q3: 20,316 shares; 2025Q4: 20,132 shares; 2026Q1: 16,547 shares; 2026Q2: 17,043 shares; 2026Q3: 17,012 shares 17,012 $1.45M 0.03% -31 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,471 shares; 2026Q3: 24,422 shares 24,422 $1.45M 0.03% -49 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; 2024Q4: 6,759 shares; 2025Q1: 6,719 shares; 2025Q2: 6,140 shares; 2025Q3: 6,136 shares; 2025Q4: 6,566 shares; 2026Q1: 6,039 shares; 2026Q2: 6,146 shares; 2026Q3: 6,502 shares 6,502 $1.45M 0.03% +356 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; 2024Q4: 24,047 shares; 2025Q1: 23,625 shares; 2025Q2: 21,917 shares; 2025Q3: 21,617 shares; 2025Q4: 28,355 shares; 2026Q1: 28,822 shares; 2026Q2: 26,223 shares; 2026Q3: 26,447 shares 26,447 $1.44M 0.03% +224 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,556 shares; 2025Q1: 9,717 shares; 2025Q2: 9,787 shares; 2025Q3: 9,725 shares; 2025Q4: 9,551 shares; 2026Q1: 8,865 shares; 2026Q2: 8,723 shares; 2026Q3: 8,357 shares 8,357 $1.44M 0.03% -366 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,987 shares; 2025Q1: 4,987 shares; 2025Q2: 13,696 shares; 2025Q3: 13,213 shares; 2025Q4: 13,216 shares; 2026Q1: 13,259 shares; 2026Q2: 11,244 shares; 2026Q3: 11,244 shares 11,244 $1.42M 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,056 shares; 2025Q1: 4,153 shares; 2025Q2: 4,755 shares; 2025Q3: 4,652 shares; 2025Q4: 4,772 shares; 2026Q1: 3,504 shares; 2026Q2: 4,179 shares; 2026Q3: 3,962 shares 3,962 $1.41M 0.03% -217 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; 2024Q4: 10,647 shares; 2025Q1: 11,067 shares; 2025Q2: 10,325 shares; 2025Q3: 9,785 shares; 2025Q4: 7,148 shares; 2026Q1: 8,318 shares; 2026Q2: 8,856 shares; 2026Q3: 9,020 shares 9,020 $1.4M 0.03% +164 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,780 shares; 2026Q1: 29,427 shares; 2026Q2: 28,846 shares; 2026Q3: 28,177 shares 28,177 $1.4M 0.03% -669 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,316 shares; 2025Q1: 14,316 shares; 2025Q2: 14,414 shares; 2025Q3: 14,417 shares; 2025Q4: 14,607 shares; 2026Q1: 3,114 shares; 2026Q2: 3,194 shares; 2026Q3: 3,194 shares 3,194 $1.38M 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,474 shares; 2025Q1: 9,975 shares; 2025Q2: 9,440 shares; 2025Q3: 9,477 shares; 2025Q4: 9,148 shares; 2026Q1: 7,001 shares; 2026Q2: 7,815 shares; 2026Q3: 8,369 shares 8,369 $1.37M 0.03% +554 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,447 shares; 2026Q1: 9,728 shares; 2026Q2: 12,305 shares; 2026Q3: 12,444 shares 12,444 $1.37M 0.03% +139 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; 2024Q4: 2,423 shares; 2025Q1: 2,545 shares; 2025Q2: 3,796 shares; 2025Q3: 3,338 shares; 2025Q4: 3,822 shares; 2026Q1: 2,658 shares; 2026Q2: 2,701 shares; 2026Q3: 2,810 shares 2,810 $1.36M 0.03% +109 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,289 shares; 2025Q1: 3,955 shares; 2025Q2: 4,316 shares; 2025Q3: 5,193 shares; 2025Q4: 5,309 shares; 2026Q1: 5,041 shares; 2026Q2: 5,785 shares; 2026Q3: 4,960 shares 4,960 $1.36M 0.03% -825 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; 2024Q4: not reported; 2025Q1: 4,094 shares; 2025Q2: 12,515 shares; 2025Q3: 12,080 shares; 2025Q4: 12,080 shares; 2026Q1: 12,080 shares; 2026Q2: 13,114 shares; 2026Q3: 13,114 shares 13,114 $1.35M 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,713 shares; 2025Q1: 5,345 shares; 2025Q2: 4,838 shares; 2025Q3: 4,836 shares; 2025Q4: 4,777 shares; 2026Q1: 4,686 shares; 2026Q2: 4,335 shares; 2026Q3: 4,387 shares 4,387 $1.35M 0.03% +52 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,765 shares; 2025Q1: 8,520 shares; 2025Q2: 9,266 shares; 2025Q3: 9,949 shares; 2025Q4: 10,848 shares; 2026Q1: 8,002 shares; 2026Q2: 9,310 shares; 2026Q3: 9,475 shares 9,475 $1.35M 0.03% +165 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; 2024Q4: 2,008 shares; 2025Q1: 3,330 shares; 2025Q2: not reported; 2025Q3: 10,915 shares; 2025Q4: 10,463 shares; 2026Q1: 10,294 shares; 2026Q2: 10,621 shares; 2026Q3: 10,729 shares 10,729 $1.35M 0.03% +108 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; 2024Q4: 21,819 shares; 2025Q1: 21,648 shares; 2025Q2: 21,503 shares; 2025Q3: 24,277 shares; 2025Q4: 26,560 shares; 2026Q1: 18,589 shares; 2026Q2: 18,389 shares; 2026Q3: 18,950 shares 18,950 $1.33M 0.03% +561 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; 2024Q4: 1,649 shares; 2025Q1: 1,818 shares; 2025Q2: 1,833 shares; 2025Q3: 1,979 shares; 2025Q4: 2,083 shares; 2026Q1: 1,190 shares; 2026Q2: 1,233 shares; 2026Q3: 1,356 shares 1,356 $1.3M 0.03% +123 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; 2024Q4: 4,352 shares; 2025Q1: 4,377 shares; 2025Q2: 8,750 shares; 2025Q3: 7,285 shares; 2025Q4: 7,313 shares; 2026Q1: 7,313 shares; 2026Q2: 7,413 shares; 2026Q3: 6,759 shares 6,759 $1.29M 0.03% -654 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares; 2026Q3: 50,000 shares 50,000 $1.28M 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,114 shares; 2025Q1: 4,709 shares; 2025Q2: 6,667 shares; 2025Q3: 4,551 shares; 2025Q4: 5,207 shares; 2026Q1: 3,096 shares; 2026Q2: 3,651 shares; 2026Q3: 3,927 shares 3,927 $1.28M 0.03% +276 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; 2024Q4: 114,310 shares; 2025Q1: 20,845 shares; 2025Q2: 16,719 shares; 2025Q3: 17,414 shares; 2025Q4: 14,623 shares; 2026Q1: 9,811 shares; 2026Q2: 14,748 shares; 2026Q3: 16,142 shares 16,142 $1.24M 0.03% +1,394 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,129 shares; 2026Q3: 7,992 shares 7,992 $1.24M 0.03% -137 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; 2024Q4: 3,771 shares; 2025Q1: 3,773 shares; 2025Q2: 3,775 shares; 2025Q3: 3,777 shares; 2025Q4: 4,107 shares; 2026Q1: 4,073 shares; 2026Q2: 4,054 shares; 2026Q3: 3,881 shares 3,881 $1.23M 0.03% -173 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,106 shares; 2025Q1: 9,178 shares; 2025Q2: 11,108 shares; 2025Q3: 8,950 shares; 2025Q4: 8,866 shares; 2026Q1: 8,677 shares; 2026Q2: 8,882 shares; 2026Q3: 8,922 shares 8,922 $1.22M 0.03% +40 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,758 shares; 2025Q1: 27,634 shares; 2025Q2: 27,196 shares; 2025Q3: 27,314 shares; 2025Q4: 27,589 shares; 2026Q1: 18,051 shares; 2026Q2: 20,006 shares; 2026Q3: 21,057 shares 21,057 $1.22M 0.03% +1,051 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,266 shares; 2025Q1: 3,937 shares; 2025Q2: 3,838 shares; 2025Q3: 3,846 shares; 2025Q4: 3,839 shares; 2026Q1: 3,844 shares; 2026Q2: 3,834 shares; 2026Q3: 3,830 shares 3,830 $1.22M 0.03% -4 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,290 shares 12,290 $1.21M 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,073 shares; 2025Q1: 26,251 shares; 2025Q2: 25,695 shares; 2025Q3: 32,204 shares; 2025Q4: 31,904 shares; 2026Q1: 32,795 shares; 2026Q2: 37,953 shares; 2026Q3: 37,499 shares 37,499 $1.21M 0.03% -454 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; 2024Q4: 17,193 shares; 2025Q1: 14,149 shares; 2025Q2: 15,900 shares; 2025Q3: 16,101 shares; 2025Q4: 13,501 shares; 2026Q1: 11,300 shares; 2026Q2: 14,481 shares; 2026Q3: 14,110 shares 14,110 $1.18M 0.02% -371 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,136 shares; 2025Q1: 130,584 shares; 2025Q2: 115,839 shares; 2025Q3: 118,885 shares; 2025Q4: 115,432 shares; 2026Q1: 91,489 shares; 2026Q2: 101,423 shares; 2026Q3: 96,688 shares 96,688 $1.17M 0.02% -4,735 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; 2024Q4: 2,135 shares; 2025Q1: 2,051 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,033 shares; 2026Q1: 2,323 shares; 2026Q2: 1,847 shares; 2026Q3: 1,903 shares 1,903 $1.16M 0.02% +56 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; 2024Q4: 13,456 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 11,128 shares; 2025Q4: 8,938 shares; 2026Q1: 8,762 shares; 2026Q2: 6,836 shares; 2026Q3: 6,835 shares 6,835 $1.14M 0.02% -1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,245 shares; 2025Q1: 31,784 shares; 2025Q2: 30,644 shares; 2025Q3: 28,511 shares; 2025Q4: 29,827 shares; 2026Q1: 24,907 shares; 2026Q2: 24,444 shares; 2026Q3: 25,898 shares 25,898 $1.14M 0.02% +1,454 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,458 shares; 2025Q1: 14,423 shares; 2025Q2: 14,652 shares; 2025Q3: 16,236 shares; 2025Q4: 16,238 shares; 2026Q1: 16,405 shares; 2026Q2: 14,495 shares; 2026Q3: 15,016 shares 15,016 $1.13M 0.02% +521 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,213 shares; 2025Q1: 2,214 shares; 2025Q2: 12,675 shares; 2025Q3: 9,691 shares; 2025Q4: 9,691 shares; 2026Q1: 9,691 shares; 2026Q2: 9,289 shares; 2026Q3: 9,289 shares 9,289 $1.13M 0.02% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,299 shares; 2025Q1: 9,396 shares; 2025Q2: 993,101 shares; 2025Q3: 10,331 shares; 2025Q4: 7,613 shares; 2026Q1: 7,610 shares; 2026Q2: 7,685 shares; 2026Q3: 8,412 shares 8,412 $1.12M 0.02% +727 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares; 2026Q3: 2,284 shares 2,284 $1.12M 0.02% +34 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,522 shares; 2025Q1: 5,442 shares; 2025Q2: 5,764 shares; 2025Q3: 5,473 shares; 2025Q4: 5,357 shares; 2026Q1: 7,214 shares; 2026Q2: 6,319 shares; 2026Q3: 6,494 shares 6,494 $1.11M 0.02% +175 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,326 shares; 2026Q1: 4,326 shares; 2026Q2: 4,051 shares; 2026Q3: 3,832 shares 3,832 $1.11M 0.02% -219 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,035 shares; 2025Q1: 2,541 shares; 2025Q2: 3,643 shares; 2025Q3: 4,252 shares; 2025Q4: 4,117 shares; 2026Q1: 4,102 shares; 2026Q2: 3,970 shares; 2026Q3: 4,031 shares 4,031 $1.1M 0.02% +61 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,700 shares; 2026Q3: 5,225 shares 5,225 $1.1M 0.02% -2,475 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385 shares; 2025Q1: 429 shares; 2025Q2: 1,303 shares; 2025Q3: 1,360 shares; 2025Q4: 1,372 shares; 2026Q1: 1,025 shares; 2026Q2: 1,077 shares; 2026Q3: 1,144 shares 1,144 $1.1M 0.02% +67 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,326 shares; 2025Q1: 6,223 shares; 2025Q2: 6,336 shares; 2025Q3: 6,230 shares; 2025Q4: 5,984 shares; 2026Q1: 5,790 shares; 2026Q2: 5,941 shares; 2026Q3: 6,859 shares 6,859 $1.09M 0.02% +918 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; 2024Q4: 13,261 shares; 2025Q1: 13,259 shares; 2025Q2: 13,460 shares; 2025Q3: 13,462 shares; 2025Q4: 14,080 shares; 2026Q1: 13,941 shares; 2026Q2: 13,679 shares; 2026Q3: 13,500 shares 13,500 $1.09M 0.02% -179 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; 2024Q4: 9,579 shares; 2025Q1: 9,595 shares; 2025Q2: 10,791 shares; 2025Q3: 10,178 shares; 2025Q4: 10,233 shares; 2026Q1: 7,172 shares; 2026Q2: 7,797 shares; 2026Q3: 5,898 shares 5,898 $1.09M 0.02% -1,899 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,331 shares; 2025Q1: 28,306 shares; 2025Q2: 28,785 shares; 2025Q3: 28,247 shares; 2025Q4: 27,483 shares; 2026Q1: 26,770 shares; 2026Q2: 26,632 shares; 2026Q3: 26,154 shares 26,154 $1.09M 0.02% -478 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,124 shares; 2025Q1: 3,717 shares; 2025Q2: 6,539 shares; 2025Q3: 8,069 shares; 2025Q4: 5,514 shares; 2026Q1: 5,640 shares; 2026Q2: 4,330 shares; 2026Q3: 4,578 shares 4,578 $1.07M 0.02% +248 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,782 shares; 2025Q3: 16,304 shares; 2025Q4: 17,034 shares; 2026Q1: 17,600 shares; 2026Q2: 17,264 shares; 2026Q3: 15,345 shares 15,345 $1.07M 0.02% -1,919 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,902 shares; 2025Q1: 4,048 shares; 2025Q2: 4,051 shares; 2025Q3: 4,000 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares; 2026Q2: 4,012 shares; 2026Q3: 4,012 shares 4,012 $1.06M 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,562 shares; 2025Q1: 9,800 shares; 2025Q2: 9,561 shares; 2025Q3: 9,402 shares; 2025Q4: 9,118 shares; 2026Q1: 11,869 shares; 2026Q2: 13,315 shares; 2026Q3: 13,315 shares 13,315 $1.05M 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,440 shares; 2025Q1: 25,774 shares; 2025Q2: 23,434 shares; 2025Q3: 19,525 shares; 2025Q4: 20,124 shares; 2026Q1: 13,353 shares; 2026Q2: 23,606 shares; 2026Q3: 21,516 shares 21,516 $1.05M 0.02% -2,090 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,332 shares; 2025Q1: 1,426 shares; 2025Q2: 1,542 shares; 2025Q3: 1,480 shares; 2025Q4: 1,523 shares; 2026Q1: 1,044 shares; 2026Q2: 1,160 shares; 2026Q3: 1,216 shares 1,216 $1.04M 0.02% +56 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; 2024Q4: 9,041 shares; 2025Q1: 9,835 shares; 2025Q2: 7,445 shares; 2025Q3: 7,539 shares; 2025Q4: 7,640 shares; 2026Q1: 5,075 shares; 2026Q2: 6,317 shares; 2026Q3: 7,181 shares 7,181 $1.04M 0.02% +864 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,821 shares; 2025Q1: 9,614 shares; 2025Q2: 10,168 shares; 2025Q3: 9,674 shares; 2025Q4: 7,257 shares; 2026Q1: 3,972 shares; 2026Q2: 6,391 shares; 2026Q3: 6,754 shares 6,754 $1.03M 0.02% +363 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,222 shares; 2025Q1: 14,302 shares; 2025Q2: 15,862 shares; 2025Q3: 14,325 shares; 2025Q4: 14,445 shares; 2026Q1: 13,286 shares; 2026Q2: 13,208 shares; 2026Q3: 12,366 shares 12,366 $1.03M 0.02% -842 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,638 shares; 2025Q1: 12,112 shares; 2025Q2: 12,201 shares; 2025Q3: 11,732 shares; 2025Q4: 12,459 shares; 2026Q1: 14,716 shares; 2026Q2: 13,154 shares; 2026Q3: 11,913 shares 11,913 $1.02M 0.02% -1,241 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; 2024Q4: 4,193 shares; 2025Q1: 4,250 shares; 2025Q2: 4,552 shares; 2025Q3: 4,920 shares; 2025Q4: 4,941 shares; 2026Q1: 3,413 shares; 2026Q2: 2,574 shares; 2026Q3: 2,499 shares 2,499 $1.02M 0.02% -75 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: 297 shares; 2025Q2: 328 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 232 shares; 2026Q2: 6,404 shares; 2026Q3: 6,217 shares 6,217 $1.01M 0.02% -187 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares; 2026Q1: 24,618 shares; 2026Q2: 24,840 shares; 2026Q3: 25,072 shares 25,072 $1.01M 0.02% +232 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,032 shares; 2025Q1: 7,181 shares; 2025Q2: 5,422 shares; 2025Q3: 5,586 shares; 2025Q4: 5,695 shares; 2026Q1: 5,324 shares; 2026Q2: 5,605 shares; 2026Q3: 4,864 shares 4,864 $1.01M 0.02% -741 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,258 shares; 2026Q3: 6,620 shares 6,620 $1M 0.02% +362 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; 2024Q4: 12,482 shares; 2025Q1: 12,656 shares; 2025Q2: 14,845 shares; 2025Q3: 17,338 shares; 2025Q4: 14,530 shares; 2026Q1: 18,855 shares; 2026Q2: 21,119 shares; 2026Q3: 18,114 shares 18,114 $1M 0.02% -3,005 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,243 shares; 2025Q1: 4,092 shares; 2025Q2: 4,331 shares; 2025Q3: 4,183 shares; 2025Q4: 4,158 shares; 2026Q1: 2,868 shares; 2026Q2: 4,486 shares; 2026Q3: 4,446 shares 4,446 $986K 0.02% -40 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,406 shares; 2025Q1: 15,500 shares; 2025Q2: 15,496 shares; 2025Q3: 16,005 shares; 2025Q4: 14,265 shares; 2026Q1: 8,933 shares; 2026Q2: 9,518 shares; 2026Q3: 9,933 shares 9,933 $986K 0.02% +415 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,068 shares; 2026Q1: 3,068 shares; 2026Q2: 3,068 shares; 2026Q3: 3,074 shares 3,074 $985K 0.02% +6 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,251 shares; 2025Q1: 1,188 shares; 2025Q2: 1,797 shares; 2025Q3: 1,866 shares; 2025Q4: 1,613 shares; 2026Q1: 1,296 shares; 2026Q2: 1,289 shares; 2026Q3: 1,275 shares 1,275 $967K 0.02% -14 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; 2024Q4: 32,234 shares; 2025Q1: 27,715 shares; 2025Q2: 24,798 shares; 2025Q3: 22,002 shares; 2025Q4: 21,005 shares; 2026Q1: 17,572 shares; 2026Q2: 26,618 shares; 2026Q3: 25,491 shares 25,491 $966K 0.02% -1,127 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,052 shares; 2025Q1: 15,662 shares; 2025Q2: 19,322 shares; 2025Q3: 22,470 shares; 2025Q4: 17,641 shares; 2026Q1: 18,640 shares; 2026Q2: 22,777 shares; 2026Q3: 23,319 shares 23,319 $958K 0.02% +542 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,483 shares; 2025Q1: 11,779 shares; 2025Q2: 13,585 shares; 2025Q3: 12,864 shares; 2025Q4: 13,132 shares; 2026Q1: 11,417 shares; 2026Q2: 12,199 shares; 2026Q3: 12,307 shares 12,307 $957K 0.02% +108 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,211 shares; 2025Q1: 43,956 shares; 2025Q2: 46,665 shares; 2025Q3: 49,766 shares; 2025Q4: 52,283 shares; 2026Q1: 32,181 shares; 2026Q2: 37,187 shares; 2026Q3: 41,264 shares 41,264 $952K 0.02% +4,077 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; 2024Q4: 539 shares; 2025Q1: 793 shares; 2025Q2: 739 shares; 2025Q3: 671 shares; 2025Q4: 691 shares; 2026Q1: 528 shares; 2026Q2: 603 shares; 2026Q3: 702 shares 702 $946K 0.02% +99 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; 2024Q4: 25,081 shares; 2025Q1: 24,987 shares; 2025Q2: 25,025 shares; 2025Q3: 25,062 shares; 2025Q4: 25,097 shares; 2026Q1: 24,746 shares; 2026Q2: 22,991 shares; 2026Q3: 20,709 shares 20,709 $940K 0.02% -2,282 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; 2024Q4: 2,598 shares; 2025Q1: 1,905 shares; 2025Q2: 2,618 shares; 2025Q3: 2,542 shares; 2025Q4: 2,495 shares; 2026Q1: 1,943 shares; 2026Q2: 1,874 shares; 2026Q3: 1,842 shares 1,842 $937K 0.02% -32 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; 2024Q4: 2,996 shares; 2025Q1: 2,731 shares; 2025Q2: 3,609 shares; 2025Q3: 4,044 shares; 2025Q4: 4,885 shares; 2026Q1: 10,982 shares; 2026Q2: 10,362 shares; 2026Q3: 8,932 shares 8,932 $929K 0.02% -1,430 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,659 shares; 2025Q1: 14,346 shares; 2025Q2: 12,409 shares; 2025Q3: 12,713 shares; 2025Q4: 10,863 shares; 2026Q1: 11,001 shares; 2026Q2: 11,176 shares; 2026Q3: 10,395 shares 10,395 $923K 0.02% -781 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,838 shares; 2025Q1: 32,137 shares; 2025Q2: 27,724 shares; 2025Q3: 30,259 shares; 2025Q4: 24,744 shares; 2026Q1: 33,686 shares; 2026Q2: 27,593 shares; 2026Q3: 25,887 shares 25,887 $916K 0.02% -1,706 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,383 shares; 2026Q1: 9,310 shares; 2026Q2: 10,118 shares; 2026Q3: 10,706 shares 10,706 $916K 0.02% +588 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; 2024Q4: 40,701 shares; 2025Q1: 41,679 shares; 2025Q2: 18,141 shares; 2025Q3: 17,191 shares; 2025Q4: 17,395 shares; 2026Q1: 16,796 shares; 2026Q2: 16,940 shares; 2026Q3: 17,273 shares 17,273 $907K 0.02% +333 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,209 shares; 2025Q1: 9,429 shares; 2025Q2: 11,710 shares; 2025Q3: 8,137 shares; 2025Q4: 5,601 shares; 2026Q1: 4,356 shares; 2026Q2: 4,270 shares; 2026Q3: 4,603 shares 4,603 $898K 0.02% +333 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 496 shares; 2025Q3: 664 shares; 2025Q4: 850 shares; 2026Q1: 781 shares; 2026Q2: 1,387 shares; 2026Q3: 1,822 shares 1,822 $888K 0.02% +435 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,639 shares; 2025Q1: 12,063 shares; 2025Q2: 11,414 shares; 2025Q3: 11,506 shares; 2025Q4: 11,589 shares; 2026Q1: 17,278 shares; 2026Q2: 16,399 shares; 2026Q3: 11,853 shares 11,853 $887K 0.02% -4,546 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,600 shares; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares; 2026Q3: 9,200 shares 9,200 $886K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,046 shares; 2025Q1: 10,378 shares; 2025Q2: 10,823 shares; 2025Q3: 11,041 shares; 2025Q4: 10,891 shares; 2026Q1: 8,193 shares; 2026Q2: 9,114 shares; 2026Q3: 9,163 shares 9,163 $863K 0.02% +49 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,886 shares; 2025Q1: 34,800 shares; 2025Q2: 34,876 shares; 2025Q3: 34,977 shares; 2025Q4: 34,008 shares; 2026Q1: 20,190 shares; 2026Q2: 19,877 shares; 2026Q3: 17,689 shares 17,689 $855K 0.02% -2,188 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,844 shares; 2025Q1: 5,816 shares; 2025Q2: 4,057 shares; 2025Q3: 4,339 shares; 2025Q4: 4,300 shares; 2026Q1: 4,048 shares; 2026Q2: 4,000 shares; 2026Q3: 3,840 shares 3,840 $853K 0.02% -160 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; 2024Q4: 14,497 shares; 2025Q1: 14,802 shares; 2025Q2: 11,264 shares; 2025Q3: 9,239 shares; 2025Q4: 10,553 shares; 2026Q1: 5,902 shares; 2026Q2: 22,472 shares; 2026Q3: 18,498 shares 18,498 $852K 0.02% -3,974 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,725 shares; 2025Q3: 6,763 shares; 2025Q4: 6,846 shares; 2026Q1: 6,846 shares; 2026Q2: 6,846 shares; 2026Q3: 6,545 shares 6,545 $851K 0.02% -301 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; 2024Q4: 65,000 shares; 2025Q1: 66,829 shares; 2025Q2: 34,733 shares; 2025Q3: 35,638 shares; 2025Q4: 44,134 shares; 2026Q1: 65,969 shares; 2026Q2: 69,157 shares; 2026Q3: 81,161 shares 81,161 $851K 0.02% +12,004 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; 2024Q4: 4,023 shares; 2025Q1: 4,033 shares; 2025Q2: 4,319 shares; 2025Q3: 4,307 shares; 2025Q4: 3,809 shares; 2026Q1: 2,919 shares; 2026Q2: 3,314 shares; 2026Q3: 3,123 shares 3,123 $849K 0.02% -191 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; 2024Q4: 13,436 shares; 2025Q1: 12,931 shares; 2025Q2: 12,339 shares; 2025Q3: 12,185 shares; 2025Q4: 13,050 shares; 2026Q1: 6,628 shares; 2026Q2: 6,346 shares; 2026Q3: 7,152 shares 7,152 $849K 0.02% +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; 2024Q4: 1,230 shares; 2025Q1: 2,022 shares; 2025Q2: 2,920 shares; 2025Q3: 2,519 shares; 2025Q4: 2,669 shares; 2026Q1: 1,787 shares; 2026Q2: 2,097 shares; 2026Q3: 1,947 shares 1,947 $848K 0.02% -150 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,849 shares; 2025Q3: 5,459 shares; 2025Q4: 4,448 shares; 2026Q1: 4,448 shares; 2026Q2: 7,594 shares; 2026Q3: 7,700 shares 7,700 $844K 0.02% +106 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; 2024Q4: 7,047 shares; 2025Q1: 7,648 shares; 2025Q2: 7,920 shares; 2025Q3: 8,132 shares; 2025Q4: 8,432 shares; 2026Q1: 4,618 shares; 2026Q2: 5,221 shares; 2026Q3: 5,676 shares 5,676 $844K 0.02% +455 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,068 shares; 2025Q3: 4,098 shares; 2025Q4: 4,068 shares; 2026Q1: 4,068 shares; 2026Q2: 4,068 shares; 2026Q3: 4,068 shares 4,068 $839K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,041 shares; 2025Q1: 4,022 shares; 2025Q2: 4,289 shares; 2025Q3: 4,101 shares; 2025Q4: 4,154 shares; 2026Q1: 2,991 shares; 2026Q2: 2,926 shares; 2026Q3: 3,052 shares 3,052 $838K 0.02% +126 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,726 shares; 2025Q1: 3,170 shares; 2025Q2: 3,401 shares; 2025Q3: 3,671 shares; 2025Q4: 3,582 shares; 2026Q1: 1,906 shares; 2026Q2: 3,173 shares; 2026Q3: 4,005 shares 4,005 $835K 0.02% +832 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; 2024Q4: 1,809 shares; 2025Q1: 3,751 shares; 2025Q2: 4,394 shares; 2025Q3: 3,848 shares; 2025Q4: 4,125 shares; 2026Q1: 3,143 shares; 2026Q2: 2,875 shares; 2026Q3: 3,155 shares 3,155 $826K 0.02% +280 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,567 shares; 2025Q1: 14,816 shares; 2025Q2: 14,723 shares; 2025Q3: 15,012 shares; 2025Q4: 12,368 shares; 2026Q1: 7,000 shares; 2026Q2: 6,453 shares; 2026Q3: 5,231 shares 5,231 $824K 0.02% -1,222 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,702 shares; 2025Q1: 3,499 shares; 2025Q2: 3,800 shares; 2025Q3: 3,530 shares; 2025Q4: 4,643 shares; 2026Q1: 4,606 shares; 2026Q2: 5,038 shares; 2026Q3: 5,026 shares 5,026 $810K 0.02% -12 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares; 2026Q2: 8,086 shares; 2026Q3: 8,051 shares 8,051 $806K 0.02% -35 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,834 shares; 2026Q3: 4,349 shares 4,349 $802K 0.02% +515 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,541 shares; 2025Q1: 48,324 shares; 2025Q2: 55,141 shares; 2025Q3: 59,865 shares; 2025Q4: 63,030 shares; 2026Q1: 42,871 shares; 2026Q2: 47,927 shares; 2026Q3: 57,781 shares 57,781 $799K 0.02% +9,854 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,723 shares; 2025Q1: 3,784 shares; 2025Q2: 3,823 shares; 2025Q3: 3,953 shares; 2025Q4: 4,118 shares; 2026Q1: 2,788 shares; 2026Q2: 3,148 shares; 2026Q3: 2,954 shares 2,954 $785K 0.02% -194 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares; 2026Q1: 4,368 shares; 2026Q2: 8,739 shares; 2026Q3: 8,676 shares 8,676 $779K 0.02% -63 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,278 shares; 2025Q1: 18,181 shares; 2025Q2: 21,952 shares; 2025Q3: 18,467 shares; 2025Q4: 18,916 shares; 2026Q1: 17,053 shares; 2026Q2: 16,883 shares; 2026Q3: 16,752 shares 16,752 $776K 0.02% -131 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,996 shares; 2025Q1: 24,416 shares; 2025Q2: 20,781 shares; 2025Q3: 19,852 shares; 2025Q4: 19,637 shares; 2026Q1: 19,854 shares; 2026Q2: 19,764 shares; 2026Q3: 19,653 shares 19,653 $773K 0.02% -111 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; 2024Q4: 3,728 shares; 2025Q1: 4,445 shares; 2025Q2: 4,601 shares; 2025Q3: 4,594 shares; 2025Q4: 4,639 shares; 2026Q1: 3,438 shares; 2026Q2: 3,428 shares; 2026Q3: 3,654 shares 3,654 $771K 0.02% +226 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; 2024Q4: 26,993 shares; 2025Q1: 39,222 shares; 2025Q2: 40,027 shares; 2025Q3: 36,265 shares; 2025Q4: 29,633 shares; 2026Q1: 25,504 shares; 2026Q2: 25,674 shares; 2026Q3: 25,556 shares 25,556 $771K 0.02% -118 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,382 shares; 2026Q3: 2,632 shares 2,632 $770K 0.02% +250 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 4,384 shares; 2025Q4: 4,607 shares; 2026Q1: 3,285 shares; 2026Q2: 3,461 shares; 2026Q3: 3,651 shares 3,651 $767K 0.02% +190 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,255 shares; 2025Q1: 9,756 shares; 2025Q2: 9,756 shares; 2025Q3: 8,451 shares; 2025Q4: 8,451 shares; 2026Q1: 8,451 shares; 2026Q2: 8,451 shares; 2026Q3: 8,451 shares 8,451 $761K 0.02% 0 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; 2024Q4: 3,039 shares; 2025Q1: 2,957 shares; 2025Q2: 3,668 shares; 2025Q3: 4,534 shares; 2025Q4: 3,285 shares; 2026Q1: 2,478 shares; 2026Q2: 2,619 shares; 2026Q3: 2,730 shares 2,730 $760K 0.02% +111 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,273 shares; 2025Q1: 5,687 shares; 2025Q2: 12,419 shares; 2025Q3: 11,962 shares; 2025Q4: 6,634 shares; 2026Q1: 5,959 shares; 2026Q2: 2,874 shares; 2026Q3: 3,404 shares 3,404 $754K 0.02% +530 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,342 shares; 2025Q1: 10,495 shares; 2025Q2: 20,493 shares; 2025Q3: 20,566 shares; 2025Q4: 19,244 shares; 2026Q1: 13,136 shares; 2026Q2: 14,291 shares; 2026Q3: 15,132 shares 15,132 $749K 0.02% +841 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,308 shares; 2025Q1: 3,635 shares; 2025Q2: 3,819 shares; 2025Q3: 4,061 shares; 2025Q4: 4,307 shares; 2026Q1: 3,402 shares; 2026Q2: 3,258 shares; 2026Q3: 4,093 shares 4,093 $749K 0.02% +835 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,449 shares; 2025Q1: 18,471 shares; 2025Q2: 17,504 shares; 2025Q3: 17,519 shares; 2025Q4: 17,535 shares; 2026Q1: 16,538 shares; 2026Q2: 16,555 shares; 2026Q3: 16,569 shares 16,569 $747K 0.02% +14 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,701 shares; 2025Q1: 7,778 shares; 2025Q2: 9,238 shares; 2025Q3: 9,031 shares; 2025Q4: 9,618 shares; 2026Q1: 6,062 shares; 2026Q2: 5,622 shares; 2026Q3: 6,452 shares 6,452 $744K 0.02% +830 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,445 shares; 2025Q1: 8,208 shares; 2025Q2: 9,381 shares; 2025Q3: 10,738 shares; 2025Q4: 10,845 shares; 2026Q1: 6,733 shares; 2026Q2: 8,282 shares; 2026Q3: 8,679 shares 8,679 $736K 0.02% +397 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,489 shares; 2026Q3: 10,489 shares 10,489 $734K 0.02% 0 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; 2024Q4: 3,939 shares; 2025Q1: 4,507 shares; 2025Q2: 4,981 shares; 2025Q3: 5,460 shares; 2025Q4: 5,265 shares; 2026Q1: 5,346 shares; 2026Q2: 5,193 shares; 2026Q3: 5,354 shares 5,354 $733K 0.02% +161 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,447 shares; 2026Q1: 4,567 shares; 2026Q2: 4,568 shares; 2026Q3: 4,270 shares 4,270 $730K 0.02% -298 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,384 shares; 2025Q1: 1,556 shares; 2025Q2: 1,604 shares; 2025Q3: 1,790 shares; 2025Q4: 1,390 shares; 2026Q1: 2,706 shares; 2026Q2: 2,952 shares; 2026Q3: 3,195 shares 3,195 $729K 0.02% +243 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,388 shares; 2025Q1: 17,133 shares; 2025Q2: 16,473 shares; 2025Q3: 16,506 shares; 2025Q4: 16,540 shares; 2026Q1: 16,582 shares; 2026Q2: 16,614 shares; 2026Q3: 16,644 shares 16,644 $721K 0.02% +30 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,267 shares; 2025Q1: 6,480 shares; 2025Q2: 6,546 shares; 2025Q3: 6,658 shares; 2025Q4: 6,799 shares; 2026Q1: 4,854 shares; 2026Q2: 6,885 shares; 2026Q3: 6,777 shares 6,777 $719K 0.02% -108 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; 2024Q4: 2,017 shares; 2025Q1: 1,998 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 1,939 shares; 2026Q1: 1,052 shares; 2026Q2: 1,214 shares; 2026Q3: 1,588 shares 1,588 $718K 0.02% +374 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,619 shares; 2025Q1: 3,677 shares; 2025Q2: 4,405 shares; 2025Q3: 4,535 shares; 2025Q4: 4,765 shares; 2026Q1: 2,674 shares; 2026Q2: 2,711 shares; 2026Q3: 3,115 shares 3,115 $717K 0.02% +404 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,746 shares; 2025Q1: 8,841 shares; 2025Q2: 9,668 shares; 2025Q3: 9,697 shares; 2025Q4: 9,584 shares; 2026Q1: 7,463 shares; 2026Q2: 8,737 shares; 2026Q3: 8,748 shares 8,748 $714K 0.02% +11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 1,804 shares; 2026Q1: 1,074 shares; 2026Q2: 1,787 shares; 2026Q3: 1,562 shares 1,562 $710K 0.01% -225 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,055 shares; 2025Q1: 14,946 shares; 2025Q2: 14,102 shares; 2025Q3: 15,725 shares; 2025Q4: 16,786 shares; 2026Q1: 9,121 shares; 2026Q2: 12,649 shares; 2026Q3: 14,728 shares 14,728 $709K 0.01% +2,079 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,138 shares; 2025Q2: 3,614 shares; 2025Q3: 3,505 shares; 2025Q4: 4,094 shares; 2026Q1: 3,603 shares; 2026Q2: 3,902 shares; 2026Q3: 4,048 shares 4,048 $707K 0.01% +146 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; 2024Q4: 8,037 shares; 2025Q1: 8,191 shares; 2025Q2: 8,665 shares; 2025Q3: 5,164 shares; 2025Q4: 3,956 shares; 2026Q1: 3,207 shares; 2026Q2: 2,804 shares; 2026Q3: 3,812 shares 3,812 $699K 0.01% +1,008 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,982 shares; 2025Q1: 18,085 shares; 2025Q2: 18,487 shares; 2025Q3: 18,506 shares; 2025Q4: 18,458 shares; 2026Q1: 16,841 shares; 2026Q2: 16,656 shares; 2026Q3: 17,909 shares 17,909 $699K 0.01% +1,253 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,078 shares; 2025Q1: 8,081 shares; 2025Q2: 7,589 shares; 2025Q3: 7,599 shares; 2025Q4: 10,212 shares; 2026Q1: 10,231 shares; 2026Q2: 10,073 shares; 2026Q3: 10,239 shares 10,239 $695K 0.01% +166 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 3,382 shares; 2025Q4: 3,223 shares; 2026Q1: 3,312 shares; 2026Q2: 7,535 shares; 2026Q3: 7,254 shares 7,254 $689K 0.01% -281 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,308 shares; 2025Q1: 37,332 shares; 2025Q2: 14,698 shares; 2025Q3: 13,178 shares; 2025Q4: 12,494 shares; 2026Q1: 15,658 shares; 2026Q2: 14,502 shares; 2026Q3: 13,598 shares 13,598 $688K 0.01% -904 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; 2024Q4: 21,901 shares; 2025Q1: 24,336 shares; 2025Q2: 21,773 shares; 2025Q3: 16,234 shares; 2025Q4: 16,174 shares; 2026Q1: 8,190 shares; 2026Q2: 10,242 shares; 2026Q3: 12,612 shares 12,612 $686K 0.01% +2,370 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares; 2025Q4: 3,568 shares; 2026Q1: 2,719 shares; 2026Q2: 2,863 shares; 2026Q3: 3,076 shares 3,076 $684K 0.01% +213 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,301 shares; 2026Q1: 9,606 shares; 2026Q2: 10,245 shares; 2026Q3: 11,052 shares 11,052 $671K 0.01% +807 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,364 shares; 2025Q1: 25,717 shares; 2025Q2: 749,511 shares; 2025Q3: 25,335 shares; 2025Q4: 24,318 shares; 2026Q1: 24,194 shares; 2026Q2: 26,719 shares; 2026Q3: 27,233 shares 27,233 $671K 0.01% +514 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; 2024Q4: 2,298 shares; 2025Q1: 3,210 shares; 2025Q2: 2,844 shares; 2025Q3: 2,526 shares; 2025Q4: 1,698 shares; 2026Q1: 2,499 shares; 2026Q2: 2,282 shares; 2026Q3: 2,492 shares 2,492 $670K 0.01% +210 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; 2024Q4: 879 shares; 2025Q1: 949 shares; 2025Q2: 1,062 shares; 2025Q3: 983 shares; 2025Q4: 1,089 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares; 2026Q3: 1,008 shares 1,008 $663K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,410 shares; 2025Q1: 15,472 shares; 2025Q2: 22,575 shares; 2025Q3: 18,119 shares; 2025Q4: 17,392 shares; 2026Q1: 11,862 shares; 2026Q2: 11,885 shares; 2026Q3: 10,853 shares 10,853 $657K 0.01% -1,032 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,886 shares; 2025Q1: 7,744 shares; 2025Q2: 6,269 shares; 2025Q3: 8,753 shares; 2025Q4: 7,042 shares; 2026Q1: 9,138 shares; 2026Q2: 8,907 shares; 2026Q3: 8,329 shares 8,329 $652K 0.01% -578 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,416 shares; 2025Q1: 3,581 shares; 2025Q2: 3,686 shares; 2025Q3: 4,876 shares; 2025Q4: 4,862 shares; 2026Q1: 4,398 shares; 2026Q2: 3,648 shares; 2026Q3: 3,324 shares 3,324 $644K 0.01% -324 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,972 shares; 2025Q1: 4,999 shares; 2025Q2: 5,313 shares; 2025Q3: 4,820 shares; 2025Q4: 4,360 shares; 2026Q1: 4,258 shares; 2026Q2: 4,259 shares; 2026Q3: 4,012 shares 4,012 $643K 0.01% -247 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,959 shares; 2025Q1: 20,099 shares; 2025Q2: 20,582 shares; 2025Q3: 21,639 shares; 2025Q4: 24,918 shares; 2026Q1: 17,870 shares; 2026Q2: 22,193 shares; 2026Q3: 24,678 shares 24,678 $639K 0.01% +2,485 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,174 shares; 2025Q1: 1,687 shares; 2025Q2: 1,965 shares; 2025Q3: 2,388 shares; 2025Q4: 2,631 shares; 2026Q1: 2,311 shares; 2026Q2: 2,369 shares; 2026Q3: 2,693 shares 2,693 $638K 0.01% +324 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,714 shares; 2026Q2: 35,687 shares; 2026Q3: 35,251 shares 35,251 $636K 0.01% -436 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 11,973 shares; 2026Q1: 6,824 shares; 2026Q2: 6,824 shares; 2026Q3: 6,824 shares 6,824 $628K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,706 shares; 2026Q1: 2,501 shares; 2026Q2: 1,500 shares; 2026Q3: 1,517 shares 1,517 $627K 0.01% +17 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; 2024Q4: 4,428 shares; 2025Q1: 5,389 shares; 2025Q2: 5,580 shares; 2025Q3: 5,219 shares; 2025Q4: 5,334 shares; 2026Q1: 2,294 shares; 2026Q2: 2,346 shares; 2026Q3: 2,466 shares 2,466 $626K 0.01% +120 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,717 shares 5,717 $625K 0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,180 shares; 2026Q1: 21,501 shares; 2026Q2: 22,951 shares; 2026Q3: 26,052 shares 26,052 $625K 0.01% +3,101 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,713 shares; 2025Q1: 9,818 shares; 2025Q2: 10,345 shares; 2025Q3: 11,032 shares; 2025Q4: 11,106 shares; 2026Q1: 6,136 shares; 2026Q2: 6,221 shares; 2026Q3: 6,226 shares 6,226 $618K 0.01% +5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,227 shares 7,227 $616K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,024 shares; 2025Q1: 2,881 shares; 2025Q2: 3,245 shares; 2025Q3: 2,961 shares; 2025Q4: 2,652 shares; 2026Q1: 1,783 shares; 2026Q2: 1,856 shares; 2026Q3: 1,905 shares 1,905 $616K 0.01% +49 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,159 shares; 2025Q1: 12,159 shares; 2025Q2: 86,292 shares; 2025Q3: 12,252 shares; 2025Q4: 12,440 shares; 2026Q1: 12,531 shares; 2026Q2: 12,556 shares; 2026Q3: 12,609 shares 12,609 $615K 0.01% +53 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,046 shares; 2026Q1: 1,053 shares; 2026Q2: 1,058 shares; 2026Q3: 1,076 shares 1,076 $611K 0.01% +18 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,790 shares; 2026Q1: not reported; 2026Q2: 8,134 shares; 2026Q3: 9,493 shares 9,493 $607K 0.01% +1,359 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,232 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,784 shares; 2025Q4: 2,908 shares; 2026Q1: 2,255 shares; 2026Q2: 2,317 shares; 2026Q3: 2,066 shares 2,066 $603K 0.01% -251 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,026 shares; 2025Q1: 12,305 shares; 2025Q2: 13,099 shares; 2025Q3: 12,501 shares; 2025Q4: 13,375 shares; 2026Q1: 8,862 shares; 2026Q2: 8,618 shares; 2026Q3: 8,073 shares 8,073 $601K 0.01% -545 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,131 shares; 2025Q1: 1,168 shares; 2025Q2: 2,063 shares; 2025Q3: 1,988 shares; 2025Q4: 1,983 shares; 2026Q1: 1,160 shares; 2026Q2: 1,209 shares; 2026Q3: 1,209 shares 1,209 $595K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,468 shares; 2025Q1: 2,140 shares; 2025Q2: 2,345 shares; 2025Q3: 2,330 shares; 2025Q4: 2,389 shares; 2026Q1: 1,745 shares; 2026Q2: 1,847 shares; 2026Q3: 1,974 shares 1,974 $593K 0.01% +127 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,763 shares; 2026Q1: 3,390 shares; 2026Q2: 3,414 shares; 2026Q3: 3,684 shares 3,684 $591K 0.01% +270 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; 2024Q4: 30,530 shares; 2025Q1: 33,749 shares; 2025Q2: 33,380 shares; 2025Q3: 35,321 shares; 2025Q4: 31,976 shares; 2026Q1: 34,476 shares; 2026Q2: 36,716 shares; 2026Q3: 37,498 shares 37,498 $589K 0.01% +782 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,286 shares; 2025Q1: 24,295 shares; 2025Q2: 24,307 shares; 2025Q3: 24,318 shares; 2025Q4: 24,581 shares; 2026Q1: 24,595 shares; 2026Q2: 24,200 shares; 2026Q3: 22,327 shares 22,327 $588K 0.01% -1,873 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; 2024Q4: 7,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,308 shares; 2026Q1: 11,769 shares; 2026Q2: 71,406 shares; 2026Q3: 14,800 shares 14,800 $588K 0.01% -56,606 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,798 shares; 2025Q1: 52,027 shares; 2025Q2: 42,825 shares; 2025Q3: 39,624 shares; 2025Q4: 39,201 shares; 2026Q1: 38,444 shares; 2026Q2: 40,141 shares; 2026Q3: 38,505 shares 38,505 $588K 0.01% -1,636 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; 2024Q4: 2,249 shares; 2025Q1: 3,958 shares; 2025Q2: 4,749 shares; 2025Q3: 3,223 shares; 2025Q4: 2,503 shares; 2026Q1: 3,695 shares; 2026Q2: 2,769 shares; 2026Q3: 3,136 shares 3,136 $585K 0.01% +367 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,068 shares; 2025Q1: 1,626 shares; 2025Q2: 1,791 shares; 2025Q3: 1,652 shares; 2025Q4: 1,720 shares; 2026Q1: 1,742 shares; 2026Q2: 1,901 shares; 2026Q3: 2,027 shares 2,027 $582K 0.01% +126 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,357 shares; 2026Q3: 1,672 shares 1,672 $581K 0.01% +315 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,422 shares; 2025Q1: 6,563 shares; 2025Q2: 7,192 shares; 2025Q3: 7,303 shares; 2025Q4: 8,147 shares; 2026Q1: 6,489 shares; 2026Q2: 6,541 shares; 2026Q3: 13,945 shares 13,945 $580K 0.01% +7,404 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,012 shares; 2025Q1: 30,880 shares; 2025Q2: 5,151 shares; 2025Q3: 3,998 shares; 2025Q4: 2,329 shares; 2026Q1: 4,055 shares; 2026Q2: 5,979 shares; 2026Q3: 6,772 shares 6,772 $580K 0.01% +793 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,849 shares; 2025Q1: 13,384 shares; 2025Q2: 13,085 shares; 2025Q3: 8,766 shares; 2025Q4: 8,648 shares; 2026Q1: 6,427 shares; 2026Q2: 6,963 shares; 2026Q3: 7,459 shares 7,459 $579K 0.01% +496 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,021 shares; 2025Q1: 1,063 shares; 2025Q2: 1,086 shares; 2025Q3: 1,130 shares; 2025Q4: 1,144 shares; 2026Q1: 1,003 shares; 2026Q2: 1,255 shares; 2026Q3: 1,464 shares 1,464 $575K 0.01% +209 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,085 shares; 2025Q2: 562 shares; 2025Q3: 569 shares; 2025Q4: 1,375 shares; 2026Q1: 673 shares; 2026Q2: 2,176 shares; 2026Q3: 1,977 shares 1,977 $574K 0.01% -199 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,948 shares; 2026Q3: 2,943 shares 2,943 $573K 0.01% -5 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,159 shares; 2025Q1: 17,317 shares; 2025Q2: 19,120 shares; 2025Q3: 20,772 shares; 2025Q4: 22,224 shares; 2026Q1: 16,876 shares; 2026Q2: 18,027 shares; 2026Q3: 20,496 shares 20,496 $571K 0.01% +2,469 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,505 shares; 2025Q1: 9,079 shares; 2025Q2: 9,311 shares; 2025Q3: 10,594 shares; 2025Q4: 9,678 shares; 2026Q1: 7,968 shares; 2026Q2: 7,990 shares; 2026Q3: 9,727 shares 9,727 $570K 0.01% +1,737 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,889 shares; 2025Q1: 6,889 shares; 2025Q2: 7,229 shares; 2025Q3: 6,889 shares; 2025Q4: 6,889 shares; 2026Q1: 6,889 shares; 2026Q2: 6,889 shares; 2026Q3: 10,403 shares 10,403 $566K 0.01% +3,514 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,968 shares; 2025Q1: 1,965 shares; 2025Q2: 2,312 shares; 2025Q3: 1,962 shares; 2025Q4: 2,034 shares; 2026Q1: 1,991 shares; 2026Q2: 2,077 shares; 2026Q3: 2,101 shares 2,101 $566K 0.01% +24 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,973 shares; 2025Q1: 25,335 shares; 2025Q2: 20,913 shares; 2025Q3: 27,140 shares; 2025Q4: 19,332 shares; 2026Q1: 22,703 shares; 2026Q2: 25,379 shares; 2026Q3: 24,769 shares 24,769 $563K 0.01% -610 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,362 shares; 2025Q4: 3,449 shares; 2026Q1: not reported; 2026Q2: 3,809 shares; 2026Q3: 4,299 shares 4,299 $562K 0.01% +490 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; 2024Q4: 4,251 shares; 2025Q1: 4,215 shares; 2025Q2: 6,689 shares; 2025Q3: 6,713 shares; 2025Q4: 4,479 shares; 2026Q1: 3,772 shares; 2026Q2: 3,788 shares; 2026Q3: 3,804 shares 3,804 $557K 0.01% +16 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,975 shares; 2025Q1: 23,102 shares; 2025Q2: 22,975 shares; 2025Q3: 22,975 shares; 2025Q4: 23,145 shares; 2026Q1: 22,975 shares; 2026Q2: 22,975 shares; 2026Q3: 22,975 shares 22,975 $557K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,738 shares; 2025Q1: 14,669 shares; 2025Q2: 10,838 shares; 2025Q3: 11,357 shares; 2025Q4: 11,813 shares; 2026Q1: 11,099 shares; 2026Q2: 13,159 shares; 2026Q3: 11,404 shares 11,404 $554K 0.01% -1,755 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; 2024Q4: 6,154 shares; 2025Q1: not reported; 2025Q2: 7,276 shares; 2025Q3: 7,320 shares; 2025Q4: 6,725 shares; 2026Q1: 5,234 shares; 2026Q2: 6,343 shares; 2026Q3: 6,963 shares 6,963 $553K 0.01% +620 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,536 shares; 2026Q2: 11,825 shares; 2026Q3: 11,825 shares 11,825 $552K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,645 shares; 2025Q1: 21,750 shares; 2025Q2: not reported; 2025Q3: 11,713 shares; 2025Q4: 13,235 shares; 2026Q1: 16,238 shares; 2026Q2: 16,683 shares; 2026Q3: 17,758 shares 17,758 $550K 0.01% +1,075 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,977 shares; 2025Q1: 3,762 shares; 2025Q2: 3,499 shares; 2025Q3: 3,426 shares; 2025Q4: 1,850 shares; 2026Q1: 4,099 shares; 2026Q2: 4,847 shares; 2026Q3: 3,588 shares 3,588 $549K 0.01% -1,259 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,483 shares; 2025Q1: 4,550 shares; 2025Q2: 4,583 shares; 2025Q3: 4,535 shares; 2025Q4: 4,714 shares; 2026Q1: 3,398 shares; 2026Q2: 4,357 shares; 2026Q3: 8,479 shares 8,479 $545K 0.01% +4,122 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,368 shares; 2026Q2: 11,647 shares; 2026Q3: 12,242 shares 12,242 $544K 0.01% +595 Timeline UST PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,270 shares; 2025Q3: 22,185 shares; 2025Q4: 16,557 shares; 2026Q1: 14,283 shares; 2026Q2: 14,325 shares; 2026Q3: 14,372 shares 14,372 $543K 0.01% +47 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,849 shares; 2025Q1: 15,048 shares; 2025Q2: 15,349 shares; 2025Q3: 15,812 shares; 2025Q4: 15,851 shares; 2026Q1: 14,982 shares; 2026Q2: 16,612 shares; 2026Q3: 16,336 shares 16,336 $542K 0.01% -276 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; 2024Q4: 12,182 shares; 2025Q1: 6,423 shares; 2025Q2: 4,057 shares; 2025Q3: 3,700 shares; 2025Q4: 5,154 shares; 2026Q1: 2,700 shares; 2026Q2: 4,553 shares; 2026Q3: 4,599 shares 4,599 $542K 0.01% +46 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,380 shares; 2025Q1: 12,601 shares; 2025Q2: 13,079 shares; 2025Q3: 14,078 shares; 2025Q4: 14,932 shares; 2026Q1: 9,617 shares; 2026Q2: 10,149 shares; 2026Q3: 11,143 shares 11,143 $537K 0.01% +994 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,850 shares; 2025Q1: 6,347 shares; 2025Q2: 7,966 shares; 2025Q3: 7,149 shares; 2025Q4: 5,810 shares; 2026Q1: 3,284 shares; 2026Q2: 3,819 shares; 2026Q3: 3,868 shares 3,868 $535K 0.01% +49 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; 2024Q4: 3,915 shares; 2025Q1: 5,483 shares; 2025Q2: 4,098 shares; 2025Q3: 5,044 shares; 2025Q4: 4,906 shares; 2026Q1: 4,616 shares; 2026Q2: 5,156 shares; 2026Q3: 4,961 shares 4,961 $533K 0.01% -195 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,393 shares; 2026Q3: 11,345 shares 11,345 $532K 0.01% -48 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,076 shares; 2025Q1: 2,088 shares; 2025Q2: 2,244 shares; 2025Q3: 2,276 shares; 2025Q4: 2,428 shares; 2026Q1: 1,179 shares; 2026Q2: 1,382 shares; 2026Q3: 1,461 shares 1,461 $532K 0.01% +79 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,070 shares; 2025Q1: 7,076 shares; 2025Q2: 8,066 shares; 2025Q3: 7,704 shares; 2025Q4: 6,842 shares; 2026Q1: 4,525 shares; 2026Q2: 5,252 shares; 2026Q3: 5,806 shares 5,806 $530K 0.01% +554 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,443 shares; 2025Q1: 13,910 shares; 2025Q2: 14,952 shares; 2025Q3: 15,737 shares; 2025Q4: 16,749 shares; 2026Q1: 10,256 shares; 2026Q2: 12,642 shares; 2026Q3: 14,910 shares 14,910 $529K 0.01% +2,268 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,563 shares; 2026Q3: 2,531 shares 2,531 $529K 0.01% +968 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,636 shares; 2025Q1: 3,922 shares; 2025Q2: 4,207 shares; 2025Q3: 3,768 shares; 2025Q4: 4,140 shares; 2026Q1: 1,911 shares; 2026Q2: 2,378 shares; 2026Q3: 2,540 shares 2,540 $527K 0.01% +162 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,470 shares; 2025Q1: 6,554 shares; 2025Q2: 6,289 shares; 2025Q3: 6,365 shares; 2025Q4: 6,664 shares; 2026Q1: 4,194 shares; 2026Q2: 4,406 shares; 2026Q3: 4,760 shares 4,760 $523K 0.01% +354 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; 2024Q4: 2,796 shares; 2025Q1: 2,796 shares; 2025Q2: 2,796 shares; 2025Q3: 2,915 shares; 2025Q4: 2,792 shares; 2026Q1: 1,631 shares; 2026Q2: 1,432 shares; 2026Q3: 1,432 shares 1,432 $522K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,919 shares; 2025Q1: 5,656 shares; 2025Q2: 3,674 shares; 2025Q3: 4,608 shares; 2025Q4: 3,822 shares; 2026Q1: 2,620 shares; 2026Q2: 2,161 shares; 2026Q3: 2,175 shares 2,175 $522K 0.01% +14 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares; 2026Q3: 1,720 shares 1,720 $516K 0.01% +550 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,521 shares; 2025Q3: 3,234 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares; 2026Q2: 3,304 shares; 2026Q3: 3,306 shares 3,306 $513K 0.01% +2 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 307 shares; 2025Q1: 304 shares; 2025Q2: 442 shares; 2025Q3: 357 shares; 2025Q4: 419 shares; 2026Q1: 295 shares; 2026Q2: 372 shares; 2026Q3: 412 shares 412 $513K 0.01% +40 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; 2024Q4: 688 shares; 2025Q1: 742 shares; 2025Q2: 930 shares; 2025Q3: 906 shares; 2025Q4: 931 shares; 2026Q1: 391 shares; 2026Q2: 487 shares; 2026Q3: 511 shares 511 $511K 0.01% +24 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,700 shares; 2025Q1: 7,764 shares; 2025Q2: 9,087 shares; 2025Q3: 9,088 shares; 2025Q4: 9,129 shares; 2026Q1: 9,078 shares; 2026Q2: 9,225 shares; 2026Q3: 7,895 shares 7,895 $510K 0.01% -1,330 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares; 2026Q2: 1,047 shares; 2026Q3: 1,446 shares 1,446 $509K 0.01% +399 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 588 shares; 2026Q3: 517 shares 517 $502K 0.01% -71 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,090 shares; 2025Q1: 3,938 shares; 2025Q2: 18,889 shares; 2025Q3: 17,159 shares; 2025Q4: 16,903 shares; 2026Q1: 7,752 shares; 2026Q2: 5,601 shares; 2026Q3: 5,589 shares 5,589 $501K 0.01% -12 Timeline BANK OF AMER CORP 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; 2024Q4: 93,100 shares; 2025Q1: 92,970 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $501K 0.01% 0 MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,772 shares; 2025Q1: 1,785 shares; 2025Q2: 1,852 shares; 2025Q3: 1,876 shares; 2025Q4: 1,989 shares; 2026Q1: 825 shares; 2026Q2: 951 shares; 2026Q3: 1,099 shares 1,099 $499K 0.01% +148 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; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,680 shares; 2025Q3: 5,743 shares; 2025Q4: 5,743 shares; 2026Q1: 5,743 shares; 2026Q2: 5,743 shares; 2026Q3: 5,743 shares 5,743 $498K 0.01% 0 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; 2024Q4: 8,208 shares; 2025Q1: 7,367 shares; 2025Q2: 7,367 shares; 2025Q3: 4,396 shares; 2025Q4: 4,354 shares; 2026Q1: 4,454 shares; 2026Q2: 4,454 shares; 2026Q3: 4,482 shares 4,482 $497K 0.01% +28 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,560 shares; 2025Q4: 1,764 shares; 2026Q1: 1,533 shares; 2026Q2: 1,808 shares; 2026Q3: 1,728 shares 1,728 $496K 0.01% -80 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; 2024Q4: not reported; 2025Q1: 4,034 shares; 2025Q2: 4,034 shares; 2025Q3: 4,034 shares; 2025Q4: 5,228 shares; 2026Q1: 5,827 shares; 2026Q2: 5,348 shares; 2026Q3: 6,006 shares 6,006 $494K 0.01% +658 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares; 2026Q2: 254 shares; 2026Q3: 298 shares 298 $493K 0.01% +44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,246 shares; 2025Q1: 5,239 shares; 2025Q2: 9,117 shares; 2025Q3: 7,709 shares; 2025Q4: 7,849 shares; 2026Q1: 5,213 shares; 2026Q2: 4,239 shares; 2026Q3: 4,309 shares 4,309 $489K 0.01% +70 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 535 shares; 2026Q2: 1,337 shares; 2026Q3: 1,293 shares 1,293 $489K 0.01% -44 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,091 shares; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 3,203 shares; 2025Q4: 2,593 shares; 2026Q1: 2,376 shares; 2026Q2: 2,680 shares; 2026Q3: 3,038 shares 3,038 $488K 0.01% +358 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,304 shares; 2025Q1: 2,247 shares; 2025Q2: 5,311 shares; 2025Q3: 2,265 shares; 2025Q4: 1,825 shares; 2026Q1: 1,674 shares; 2026Q2: 2,672 shares; 2026Q3: 3,834 shares 3,834 $486K 0.01% +1,162 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,152 shares; 2025Q1: 27,483 shares; 2025Q2: 26,757 shares; 2025Q3: 27,737 shares; 2025Q4: 28,489 shares; 2026Q1: 20,113 shares; 2026Q2: 18,183 shares; 2026Q3: 20,644 shares 20,644 $486K 0.01% +2,461 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,104 shares; 2025Q4: 17,766 shares; 2026Q1: 6,922 shares; 2026Q2: 7,524 shares; 2026Q3: 7,784 shares 7,784 $484K 0.01% +260 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,713 shares; 2025Q1: 3,919 shares; 2025Q2: 2,974 shares; 2025Q3: 7,324 shares; 2025Q4: 5,358 shares; 2026Q1: 7,748 shares; 2026Q2: 6,486 shares; 2026Q3: 5,963 shares 5,963 $483K 0.01% -523 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,973 shares; 2025Q1: 15,992 shares; 2025Q2: 15,410 shares; 2025Q3: 9,632 shares; 2025Q4: 9,628 shares; 2026Q1: 9,628 shares; 2026Q2: 9,628 shares; 2026Q3: 9,648 shares 9,648 $481K 0.01% +20 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,921 shares; 2025Q1: 43,172 shares; 2025Q2: 44,386 shares; 2025Q3: 47,343 shares; 2025Q4: 52,180 shares; 2026Q1: 30,695 shares; 2026Q2: 36,020 shares; 2026Q3: 42,968 shares 42,968 $475K 0.01% +6,948 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,658 shares; 2026Q3: 19,126 shares 19,126 $469K 0.01% +1,468 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; 2024Q4: 7,944 shares; 2025Q1: 9,719 shares; 2025Q2: 14,808 shares; 2025Q3: 13,796 shares; 2025Q4: 13,796 shares; 2026Q1: 17,525 shares; 2026Q2: 17,994 shares; 2026Q3: 18,713 shares 18,713 $468K 0.01% +719 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 16,069 shares; 2025Q3: 8,554 shares; 2025Q4: 8,554 shares; 2026Q1: 8,539 shares; 2026Q2: 8,539 shares; 2026Q3: 8,552 shares 8,552 $465K 0.01% +13 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,019 shares; 2025Q1: 13,718 shares; 2025Q2: 12,388 shares; 2025Q3: 7,402 shares; 2025Q4: 6,584 shares; 2026Q1: 4,406 shares; 2026Q2: 4,842 shares; 2026Q3: 4,082 shares 4,082 $461K 0.01% -760 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,977 shares; 2025Q1: 21,621 shares; 2025Q2: 22,551 shares; 2025Q3: 22,596 shares; 2025Q4: 20,639 shares; 2026Q1: 12,565 shares; 2026Q2: 10,535 shares; 2026Q3: 10,536 shares 10,536 $460K 0.01% +1 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,134 shares; 2025Q3: 3,826 shares; 2025Q4: 4,646 shares; 2026Q1: 3,463 shares; 2026Q2: 5,274 shares; 2026Q3: 6,056 shares 6,056 $459K 0.01% +782 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; 2024Q4: 6,729 shares; 2025Q1: 5,820 shares; 2025Q2: 3,957 shares; 2025Q3: 3,133 shares; 2025Q4: 2,490 shares; 2026Q1: 2,691 shares; 2026Q2: 2,694 shares; 2026Q3: 2,696 shares 2,696 $454K 0.01% +2 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,790 shares; 2025Q1: 14,268 shares; 2025Q2: 21,123 shares; 2025Q3: 19,266 shares; 2025Q4: 20,561 shares; 2026Q1: 15,246 shares; 2026Q2: 15,844 shares; 2026Q3: 16,748 shares 16,748 $450K 0.01% +904 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,032 shares; 2025Q1: 7,909 shares; 2025Q2: 7,928 shares; 2025Q3: 7,949 shares; 2025Q4: 7,869 shares; 2026Q1: 8,291 shares; 2026Q2: 7,991 shares; 2026Q3: 7,991 shares 7,991 $450K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,468 shares; 2025Q1: 18,661 shares; 2025Q2: 18,215 shares; 2025Q3: 18,214 shares; 2025Q4: 16,047 shares; 2026Q1: 16,053 shares; 2026Q2: 15,440 shares; 2026Q3: 15,330 shares 15,330 $449K 0.01% -110 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,232 shares; 2025Q1: 3,408 shares; 2025Q2: 3,430 shares; 2025Q3: 2,949 shares; 2025Q4: 3,158 shares; 2026Q1: 3,246 shares; 2026Q2: 4,810 shares; 2026Q3: 5,262 shares 5,262 $448K 0.01% +452 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,522 shares; 2025Q1: 11,522 shares; 2025Q2: 10,322 shares; 2025Q3: 10,594 shares; 2025Q4: 10,594 shares; 2026Q1: 10,186 shares; 2026Q2: 10,425 shares; 2026Q3: 10,425 shares 10,425 $447K 0.01% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,750 shares; 2025Q1: 40,450 shares; 2025Q2: 40,450 shares; 2025Q3: 41,296 shares; 2025Q4: 41,296 shares; 2026Q1: 41,396 shares; 2026Q2: 44,363 shares; 2026Q3: 43,217 shares 43,217 $446K 0.01% -1,146 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,905 shares; 2025Q1: 12,159 shares; 2025Q2: 13,346 shares; 2025Q3: 12,534 shares; 2025Q4: 10,169 shares; 2026Q1: 7,888 shares; 2026Q2: 8,707 shares; 2026Q3: 8,108 shares 8,108 $445K 0.01% -599 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; 2024Q4: 2,784 shares; 2025Q1: 2,968 shares; 2025Q2: 3,112 shares; 2025Q3: 2,868 shares; 2025Q4: 3,005 shares; 2026Q1: 1,611 shares; 2026Q2: 2,020 shares; 2026Q3: 1,966 shares 1,966 $445K 0.01% -54 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,171 shares; 2025Q1: 18,171 shares; 2025Q2: 19,126 shares; 2025Q3: 19,075 shares; 2025Q4: 18,951 shares; 2026Q1: 18,964 shares; 2026Q2: 16,715 shares; 2026Q3: 13,750 shares 13,750 $442K 0.01% -2,965 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,592 shares; 2025Q1: 2,594 shares; 2025Q2: 2,596 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares; 2026Q2: 2,604 shares; 2026Q3: 2,605 shares 2,605 $440K 0.01% +1 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; 2024Q4: 5,397 shares; 2025Q1: 5,717 shares; 2025Q2: 5,576 shares; 2025Q3: 5,658 shares; 2025Q4: 5,939 shares; 2026Q1: 6,175 shares; 2026Q2: 6,455 shares; 2026Q3: 6,806 shares 6,806 $440K 0.01% +351 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,170 shares; 2025Q1: 2,058 shares; 2025Q2: 2,190 shares; 2025Q3: 2,059 shares; 2025Q4: 2,063 shares; 2026Q1: 1,743 shares; 2026Q2: 2,049 shares; 2026Q3: 2,010 shares 2,010 $437K 0.01% -39 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; 2024Q4: 4,927 shares; 2025Q1: 5,873 shares; 2025Q2: 5,881 shares; 2025Q3: 5,137 shares; 2025Q4: 10,848 shares; 2026Q1: 10,919 shares; 2026Q2: 11,008 shares; 2026Q3: 11,031 shares 11,031 $435K 0.01% +23 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,714 shares; 2026Q1: 1,796 shares; 2026Q2: 1,929 shares; 2026Q3: 2,211 shares 2,211 $435K 0.01% +282 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,921 shares; 2025Q1: 10,820 shares; 2025Q2: not reported; 2025Q3: 4,796 shares; 2025Q4: 4,787 shares; 2026Q1: 8,025 shares; 2026Q2: 8,025 shares; 2026Q3: 8,025 shares 8,025 $435K 0.01% 0 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; 2024Q4: 76,164 shares; 2025Q1: 69,245 shares; 2025Q2: 39,226 shares; 2025Q3: 31,810 shares; 2025Q4: 28,792 shares; 2026Q1: 25,045 shares; 2026Q2: 17,973 shares; 2026Q3: 19,933 shares 19,933 $434K 0.01% +1,960 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 3,064 shares; 2026Q1: 1,525 shares; 2026Q2: 1,537 shares; 2026Q3: 3,558 shares 3,558 $433K 0.01% +2,021 Timeline