AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,218 shares; 2024Q4: 361,913 shares; 2025Q1: 350,823 shares; 2025Q2: 346,321 shares; 2025Q3: 344,294 shares; 2025Q4: 342,020 shares; 2026Q1: 338,664 shares; 2026Q2: 371,628 shares 371,628 $108M 9% +32,964 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,414 shares; 2024Q4: 96,580 shares; 2025Q1: 88,678 shares; 2025Q2: 56,410 shares; 2025Q3: 55,492 shares; 2025Q4: 55,619 shares; 2026Q1: 62,811 shares; 2026Q2: 83,512 shares 83,512 $62.5M 5.23% +20,701 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,379 shares; 2024Q4: 357,031 shares; 2025Q1: 378,545 shares; 2025Q2: 392,474 shares; 2025Q3: 473,642 shares; 2025Q4: 518,844 shares; 2026Q1: 548,607 shares; 2026Q2: 672,554 shares 672,554 $45.7M 3.83% +123,947 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,681 shares; 2024Q4: 231,942 shares; 2025Q1: 193,221 shares; 2025Q2: 222,982 shares; 2025Q3: 215,956 shares; 2025Q4: 231,800 shares; 2026Q1: 217,868 shares; 2026Q2: 320,489 shares 320,489 $44.1M 3.69% +102,621 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554,213 shares; 2024Q4: 504,299 shares; 2025Q1: 508,587 shares; 2025Q2: 510,224 shares; 2025Q3: 445,436 shares; 2025Q4: 478,439 shares; 2026Q1: 562,117 shares; 2026Q2: 833,658 shares 833,658 $38.5M 3.22% +271,541 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,720 shares; 2024Q4: 89,492 shares; 2025Q1: 83,082 shares; 2025Q2: 102,139 shares; 2025Q3: 130,524 shares; 2025Q4: 165,310 shares; 2026Q1: 149,006 shares; 2026Q2: 123,223 shares 123,223 $28M 2.34% -25,783 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,234 shares; 2024Q4: 58,692 shares; 2025Q1: 122,645 shares; 2025Q2: 240,464 shares; 2025Q3: 284,974 shares; 2025Q4: 340,510 shares; 2026Q1: 293,391 shares; 2026Q2: 207,460 shares 207,460 $17.2M 1.44% -85,931 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,787 shares; 2024Q4: 40,372 shares; 2025Q1: 42,436 shares; 2025Q2: 42,279 shares; 2025Q3: 42,915 shares; 2025Q4: 42,240 shares; 2026Q1: 39,122 shares; 2026Q2: 44,670 shares 44,670 $16.7M 1.39% +5,548 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,799 shares; 2025Q3: 239,316 shares; 2025Q4: 279,103 shares; 2026Q1: 330,917 shares; 2026Q2: 308,224 shares 308,224 $16.2M 1.36% -22,693 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,473 shares; 2024Q4: 72,578 shares; 2025Q1: 65,598 shares; 2025Q2: 70,332 shares; 2025Q3: 77,018 shares; 2025Q4: 75,705 shares; 2026Q1: 73,480 shares; 2026Q2: 74,209 shares 74,209 $14.8M 1.24% +729 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,912 shares; 2024Q4: 289,693 shares; 2025Q1: 270,699 shares; 2025Q2: 273,326 shares; 2025Q3: 293,463 shares; 2025Q4: 274,965 shares; 2026Q1: 292,167 shares; 2026Q2: 282,387 shares 282,387 $14.6M 1.23% -9,780 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,423 shares; 2024Q4: 16,294 shares; 2025Q1: 34,837 shares; 2025Q2: 41,317 shares; 2025Q3: 58,375 shares; 2025Q4: 63,688 shares; 2026Q1: 22,533 shares; 2026Q2: 39,392 shares 39,392 $14.4M 1.21% +16,859 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,268 shares; 2024Q4: 63,055 shares; 2025Q1: 60,778 shares; 2025Q2: 61,890 shares; 2025Q3: 60,361 shares; 2025Q4: 60,799 shares; 2026Q1: 59,161 shares; 2026Q2: 56,500 shares 56,500 $13.5M 1.13% -2,661 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,604 shares; 2024Q4: 136,303 shares; 2025Q1: 68,407 shares; 2025Q2: 67,872 shares; 2025Q3: 15,575 shares; 2025Q4: 9,182 shares; 2026Q1: 101,151 shares; 2026Q2: 103,742 shares 103,742 $12.9M 1.08% +2,591 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,256 shares; 2024Q4: 13,175 shares; 2025Q1: 13,838 shares; 2025Q2: 17,756 shares; 2025Q3: 17,129 shares; 2025Q4: 31,763 shares; 2026Q1: 385,999 shares; 2026Q2: 536,417 shares 536,417 $12.2M 1.02% +150,418 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,033 shares; 2024Q4: 15,795 shares; 2025Q1: 14,567 shares; 2025Q2: 15,044 shares; 2025Q3: 15,410 shares; 2025Q4: 15,766 shares; 2026Q1: 14,819 shares; 2026Q2: 16,042 shares 16,042 $12M 1% +1,223 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,730 shares; 2024Q4: 37,788 shares; 2025Q1: 37,778 shares; 2025Q2: 32,764 shares; 2025Q3: 31,170 shares; 2025Q4: 30,769 shares; 2026Q1: 30,724 shares; 2026Q2: 32,368 shares 32,368 $11.6M 0.97% +1,644 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,248 shares; 2026Q1: 97,213 shares; 2026Q2: 233,552 shares 233,552 $11.5M 0.96% +136,339 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,547 shares; 2025Q3: 14,205 shares; 2025Q4: 57,735 shares; 2026Q1: 192,603 shares; 2026Q2: 295,625 shares 295,625 $11.3M 0.95% +103,022 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,832 shares; 2025Q2: 267,511 shares; 2025Q3: 276,784 shares; 2025Q4: 295,874 shares; 2026Q1: 339,269 shares; 2026Q2: 261,673 shares 261,673 $11.3M 0.94% -77,596 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,719 shares; 2024Q4: 86,088 shares; 2025Q1: 86,319 shares; 2025Q2: 75,598 shares; 2025Q3: 122,004 shares; 2025Q4: 68,214 shares; 2026Q1: 77,937 shares; 2026Q2: 108,862 shares 108,862 $10.5M 0.88% +30,925 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,088 shares; 2024Q4: 271,161 shares; 2025Q1: 253,957 shares; 2025Q2: 343,950 shares; 2025Q3: 293,995 shares; 2025Q4: 266,023 shares; 2026Q1: 256,430 shares; 2026Q2: 132,701 shares 132,701 $10.2M 0.85% -123,729 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184,592 shares; 2026Q2: 197,016 shares 197,016 $9.92M 0.83% +12,424 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,770 shares; 2025Q1: 18,411 shares; 2025Q2: 25,392 shares; 2025Q3: 25,839 shares; 2025Q4: 50,715 shares; 2026Q1: 134,004 shares; 2026Q2: 240,168 shares 240,168 $9.87M 0.83% +106,164 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,809 shares; 2024Q4: 27,758 shares; 2025Q1: 25,152 shares; 2025Q2: 26,759 shares; 2025Q3: 26,259 shares; 2025Q4: 24,884 shares; 2026Q1: 25,692 shares; 2026Q2: 25,233 shares 25,233 $9.53M 0.8% -459 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,116 shares; 2026Q1: 85,264 shares; 2026Q2: 183,075 shares 183,075 $9.21M 0.77% +97,811 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,874 shares; 2024Q4: 7,331 shares; 2025Q1: 7,558 shares; 2025Q2: 8,382 shares; 2025Q3: 7,960 shares; 2025Q4: 7,875 shares; 2026Q1: 7,717 shares; 2026Q2: 7,574 shares 7,574 $9.08M 0.76% -143 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319,003 shares 319,003 $8.95M 0.75% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,782 shares; 2024Q4: 18,152 shares; 2025Q1: 19,583 shares; 2025Q2: 17,286 shares; 2025Q3: 17,538 shares; 2025Q4: 19,349 shares; 2026Q1: 18,857 shares; 2026Q2: 18,459 shares 18,459 $8.82M 0.74% -398 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,873 shares; 2025Q1: 17,719 shares; 2025Q2: 18,476 shares; 2025Q3: 20,809 shares; 2025Q4: 31,527 shares; 2026Q1: 29,794 shares; 2026Q2: 24,354 shares 24,354 $8.35M 0.7% -5,440 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 226,158 shares 226,158 $8.28M 0.69% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,764 shares; 2026Q1: 48,781 shares; 2026Q2: 84,846 shares 84,846 $8.19M 0.68% +36,065 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,298 shares; 2024Q4: 112,134 shares; 2025Q1: 142,878 shares; 2025Q2: 125,458 shares; 2025Q3: 150,675 shares; 2025Q4: 147,484 shares; 2026Q1: 101,021 shares; 2026Q2: 100,720 shares 100,720 $7.61M 0.64% -301 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,492 shares; 2025Q1: 42,205 shares; 2025Q2: 41,999 shares; 2025Q3: 38,976 shares; 2025Q4: 39,369 shares; 2026Q1: 39,816 shares; 2026Q2: 42,633 shares 42,633 $7.24M 0.61% +2,817 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,012 shares; 2025Q1: 14,312 shares; 2025Q2: 14,465 shares; 2025Q3: 15,210 shares; 2025Q4: 15,209 shares; 2026Q1: 16,055 shares; 2026Q2: 16,210 shares 16,210 $7.02M 0.59% +155 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,592 shares; 2024Q4: 19,253 shares; 2025Q1: 18,773 shares; 2025Q2: 15,836 shares; 2025Q3: 15,762 shares; 2025Q4: 15,957 shares; 2026Q1: 16,749 shares; 2026Q2: 18,995 shares 18,995 $6.71M 0.56% +2,246 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,116 shares; 2024Q4: 64,566 shares; 2025Q1: 51,658 shares; 2025Q2: 54,315 shares; 2025Q3: 56,972 shares; 2025Q4: 61,022 shares; 2026Q1: 65,037 shares; 2026Q2: 70,266 shares 70,266 $6.64M 0.56% +5,229 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,516 shares; 2024Q4: 11,383 shares; 2025Q1: 11,635 shares; 2025Q2: 13,041 shares; 2025Q3: 13,036 shares; 2025Q4: 12,742 shares; 2026Q1: 13,706 shares; 2026Q2: 11,722 shares 11,722 $6.6M 0.55% -1,984 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,531 shares; 2024Q4: 6,805 shares; 2025Q1: 48,316 shares; 2025Q2: 62,784 shares; 2025Q3: 91,643 shares; 2025Q4: 88,873 shares; 2026Q1: 78,475 shares; 2026Q2: 59,254 shares 59,254 $5.95M 0.5% -19,221 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,933 shares; 2024Q4: 64,800 shares; 2025Q1: 64,017 shares; 2025Q2: 63,194 shares; 2025Q3: 61,912 shares; 2025Q4: 61,130 shares; 2026Q1: 60,211 shares; 2026Q2: 59,396 shares 59,396 $5.8M 0.49% -815 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 2,053 shares; 2025Q1: 2,120 shares; 2025Q2: 2,000 shares; 2025Q3: 2,709 shares; 2025Q4: 2,977 shares; 2026Q1: 2,777 shares; 2026Q2: 2,882 shares 2,882 $5.73M 0.48% +105 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,185 shares; 2026Q2: 180,153 shares 180,153 $5.73M 0.48% -27,032 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,969 shares; 2024Q4: 16,380 shares; 2025Q1: 16,841 shares; 2025Q2: 17,560 shares; 2025Q3: 17,920 shares; 2025Q4: 16,907 shares; 2026Q1: 16,027 shares; 2026Q2: 17,342 shares 17,342 $5.68M 0.47% +1,315 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,893 shares; 2024Q4: 22,672 shares; 2025Q1: 23,935 shares; 2025Q2: 26,238 shares; 2025Q3: 23,579 shares; 2025Q4: 21,939 shares; 2026Q1: 20,953 shares; 2026Q2: 21,367 shares 21,367 $5.38M 0.45% +414 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,468 shares; 2024Q4: 17,864 shares; 2025Q1: 56,094 shares; 2025Q2: 57,160 shares; 2025Q3: 54,631 shares; 2025Q4: 58,291 shares; 2026Q1: 52,566 shares; 2026Q2: 53,215 shares 53,215 $5.14M 0.43% +649 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,141 shares; 2025Q4: 24,553 shares; 2026Q1: 55,117 shares; 2026Q2: 113,013 shares 113,013 $5.08M 0.43% +57,896 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,923 shares; 2024Q4: 71,407 shares; 2025Q1: 93,927 shares; 2025Q2: 94,696 shares; 2025Q3: 72,961 shares; 2025Q4: 73,275 shares; 2026Q1: 74,919 shares; 2026Q2: 88,858 shares 88,858 $4.49M 0.38% +13,939 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,427 shares; 2024Q4: 22,877 shares; 2025Q1: 80,853 shares; 2025Q2: 68,506 shares; 2025Q3: 12,437 shares; 2025Q4: 43,250 shares; 2026Q1: 62,582 shares; 2026Q2: 38,804 shares 38,804 $4.28M 0.36% -23,778 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,376 shares; 2026Q2: 82,843 shares 82,843 $4.24M 0.36% +467 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,059 shares; 2026Q1: 44,032 shares; 2026Q2: 92,035 shares 92,035 $4.19M 0.35% +48,003 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,935 shares; 2024Q4: 71,206 shares; 2025Q1: 76,447 shares; 2025Q2: 80,966 shares; 2025Q3: 105,080 shares; 2025Q4: 123,459 shares; 2026Q1: 108,263 shares; 2026Q2: 79,571 shares 79,571 $4.16M 0.35% -28,692 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,990 shares; 2024Q4: 82,609 shares; 2025Q1: 83,894 shares; 2025Q2: 83,745 shares; 2025Q3: 83,729 shares; 2025Q4: 83,672 shares; 2026Q1: 87,241 shares; 2026Q2: 87,119 shares 87,119 $4.16M 0.35% -122 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,081 shares; 2024Q4: 17,472 shares; 2025Q1: 17,775 shares; 2025Q2: 19,113 shares; 2025Q3: 17,954 shares; 2025Q4: 17,540 shares; 2026Q1: 15,909 shares; 2026Q2: 13,650 shares 13,650 $4.14M 0.35% -2,259 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,425 shares; 2024Q4: 10,249 shares; 2025Q1: 11,248 shares; 2025Q2: 12,817 shares; 2025Q3: 13,412 shares; 2025Q4: 13,428 shares; 2026Q1: 11,487 shares; 2026Q2: 11,201 shares 11,201 $4.06M 0.34% -286 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,648 shares 80,648 $4.06M 0.34% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,901 shares; 2024Q4: 32,893 shares; 2025Q1: 28,254 shares; 2025Q2: 29,151 shares; 2025Q3: 33,475 shares; 2025Q4: 46,511 shares; 2026Q1: 67,066 shares; 2026Q2: 83,128 shares 83,128 $4.03M 0.34% +16,062 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,783 shares; 2026Q1: 17,603 shares; 2026Q2: 24,541 shares 24,541 $3.96M 0.33% +6,938 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,631 shares; 2024Q4: 48,946 shares; 2025Q1: 50,468 shares; 2025Q2: 45,072 shares; 2025Q3: 19,479 shares; 2025Q4: 19,823 shares; 2026Q1: 15,969 shares; 2026Q2: 15,443 shares 15,443 $3.9M 0.33% -526 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,077 shares; 2024Q4: 58,517 shares; 2025Q1: 71,120 shares; 2025Q2: 76,182 shares; 2025Q3: 68,375 shares; 2025Q4: 67,665 shares; 2026Q1: 64,161 shares; 2026Q2: 76,564 shares 76,564 $3.87M 0.32% +12,403 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,454 shares; 2024Q4: 11,386 shares; 2025Q1: 11,941 shares; 2025Q2: 12,126 shares; 2025Q3: 11,124 shares; 2025Q4: 10,387 shares; 2026Q1: 10,708 shares; 2026Q2: 11,153 shares 11,153 $3.83M 0.32% +445 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,709 shares; 2024Q4: 16,836 shares; 2025Q1: 23,009 shares; 2025Q2: 24,125 shares; 2025Q3: 26,286 shares; 2025Q4: 22,710 shares; 2026Q1: 16,798 shares; 2026Q2: 14,755 shares 14,755 $3.75M 0.31% -2,043 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,136 shares; 2026Q1: 26,385 shares; 2026Q2: 59,521 shares 59,521 $3.55M 0.3% +33,136 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,745 shares; 2024Q4: 24,054 shares; 2025Q1: 25,154 shares; 2025Q2: 25,627 shares; 2025Q3: 25,148 shares; 2025Q4: 25,634 shares; 2026Q1: 24,983 shares; 2026Q2: 24,152 shares 24,152 $3.54M 0.3% -831 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,511 shares; 2024Q4: 16,248 shares; 2025Q1: 3,064 shares; 2025Q2: 15,049 shares; 2025Q3: 14,450 shares; 2025Q4: 15,081 shares; 2026Q1: 2,752 shares; 2026Q2: 14,251 shares 14,251 $3.51M 0.29% +11,499 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,516 shares; 2024Q4: 72,904 shares; 2025Q1: 72,904 shares; 2025Q2: 72,904 shares; 2025Q3: 72,904 shares; 2025Q4: 74,988 shares; 2026Q1: 74,988 shares; 2026Q2: 74,988 shares 74,988 $3.48M 0.29% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,336 shares; 2024Q4: 18,951 shares; 2025Q1: 22,174 shares; 2025Q2: 22,830 shares; 2025Q3: 23,253 shares; 2025Q4: 22,920 shares; 2026Q1: 24,540 shares; 2026Q2: 20,952 shares 20,952 $3.47M 0.29% -3,588 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,618 shares; 2024Q4: 7,367 shares; 2025Q1: 7,716 shares; 2025Q2: 7,553 shares; 2025Q3: 7,009 shares; 2025Q4: 6,996 shares; 2026Q1: 7,018 shares; 2026Q2: 6,915 shares 6,915 $3.46M 0.29% -103 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,229 shares; 2024Q4: 8,870 shares; 2025Q1: 9,592 shares; 2025Q2: 8,461 shares; 2025Q3: 8,549 shares; 2025Q4: 8,518 shares; 2026Q1: 7,829 shares; 2026Q2: 8,196 shares 8,196 $3.45M 0.29% +367 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,592 shares; 2024Q4: 67,225 shares; 2025Q1: 66,883 shares; 2025Q2: 68,484 shares; 2025Q3: 77,227 shares; 2025Q4: 62,211 shares; 2026Q1: 76,697 shares; 2026Q2: 81,158 shares 81,158 $3.44M 0.29% +4,461 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,309 shares; 2025Q3: 27,917 shares; 2025Q4: 28,362 shares; 2026Q1: 5,961 shares; 2026Q2: 13,765 shares 13,765 $3.34M 0.28% +7,804 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,576 shares; 2024Q4: 19,938 shares; 2025Q1: 20,398 shares; 2025Q2: 15,808 shares; 2025Q3: 16,877 shares; 2025Q4: 18,893 shares; 2026Q1: 18,854 shares; 2026Q2: 17,717 shares 17,717 $3.21M 0.27% -1,137 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,059 shares; 2025Q3: 104,622 shares; 2025Q4: 105,382 shares; 2026Q1: 105,985 shares; 2026Q2: 104,163 shares 104,163 $3.16M 0.26% -1,822 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,152 shares; 2024Q4: 13,213 shares; 2025Q1: 18,752 shares; 2025Q2: 18,833 shares; 2025Q3: 25,539 shares; 2025Q4: 25,605 shares; 2026Q1: 23,528 shares; 2026Q2: 23,049 shares 23,049 $3.12M 0.26% -479 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,682 shares; 2024Q4: 25,594 shares; 2025Q1: 32,480 shares; 2025Q2: 37,402 shares; 2025Q3: 37,974 shares; 2025Q4: 40,484 shares; 2026Q1: 32,515 shares; 2026Q2: 22,829 shares 22,829 $3.12M 0.26% -9,686 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,445 shares; 2024Q4: 12,582 shares; 2025Q1: 12,635 shares; 2025Q2: 13,175 shares; 2025Q3: 12,885 shares; 2025Q4: 12,251 shares; 2026Q1: 11,174 shares; 2026Q2: 38,161 shares 38,161 $3.07M 0.26% +26,987 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,441 shares; 2024Q4: 26,753 shares; 2025Q1: 20,429 shares; 2025Q2: 27,575 shares; 2025Q3: 27,307 shares; 2025Q4: 149,027 shares; 2026Q1: 27,698 shares; 2026Q2: 27,923 shares 27,923 $3.01M 0.25% +225 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,608 shares; 2024Q4: 56,068 shares; 2025Q1: 57,188 shares; 2025Q2: 58,199 shares; 2025Q3: 57,013 shares; 2025Q4: 55,284 shares; 2026Q1: 47,966 shares; 2026Q2: 38,780 shares 38,780 $2.99M 0.25% -9,186 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,450 shares; 2024Q4: 17,205 shares; 2025Q1: 22,224 shares; 2025Q2: 21,159 shares; 2025Q3: 23,091 shares; 2025Q4: 22,822 shares; 2026Q1: 25,088 shares; 2026Q2: 21,964 shares 21,964 $2.97M 0.25% -3,124 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,574 shares; 2024Q4: 8,502 shares; 2025Q1: 8,236 shares; 2025Q2: 8,386 shares; 2025Q3: 8,824 shares; 2025Q4: 8,735 shares; 2026Q1: 9,697 shares; 2026Q2: 8,678 shares 8,678 $2.96M 0.25% -1,019 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,527 shares; 2024Q4: 7,277 shares; 2025Q1: 7,457 shares; 2025Q2: 7,585 shares; 2025Q3: 7,451 shares; 2025Q4: 7,172 shares; 2026Q1: 7,487 shares; 2026Q2: 6,839 shares 6,839 $2.91M 0.24% -648 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,954 shares; 2024Q4: 66,781 shares; 2025Q1: 71,723 shares; 2025Q2: 71,641 shares; 2025Q3: 71,619 shares; 2025Q4: 71,499 shares; 2026Q1: 59,849 shares; 2026Q2: 58,633 shares 58,633 $2.9M 0.24% -1,216 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,852 shares; 2025Q1: 64,842 shares; 2025Q2: 53,960 shares; 2025Q3: 3,471 shares; 2025Q4: 2,617 shares; 2026Q1: 34,924 shares; 2026Q2: 28,183 shares 28,183 $2.84M 0.24% -6,741 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,369 shares; 2024Q4: 14,925 shares; 2025Q1: 15,479 shares; 2025Q2: 16,481 shares; 2025Q3: 11,257 shares; 2025Q4: 17,268 shares; 2026Q1: 23,028 shares; 2026Q2: 21,770 shares 21,770 $2.8M 0.23% -1,258 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,620 shares; 2024Q4: 10,623 shares; 2025Q1: 10,183 shares; 2025Q2: 11,947 shares; 2025Q3: 11,740 shares; 2025Q4: 11,413 shares; 2026Q1: 11,623 shares; 2026Q2: 10,958 shares 10,958 $2.7M 0.23% -665 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,661 shares; 2024Q4: 34,673 shares; 2025Q1: 34,953 shares; 2025Q2: 35,132 shares; 2025Q3: 35,696 shares; 2025Q4: 35,014 shares; 2026Q1: 33,434 shares; 2026Q2: 30,300 shares 30,300 $2.66M 0.22% -3,134 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,980 shares; 2024Q4: 14,090 shares; 2025Q1: 14,407 shares; 2025Q2: 14,525 shares; 2025Q3: 14,561 shares; 2025Q4: 14,489 shares; 2026Q1: 20,043 shares; 2026Q2: 22,729 shares 22,729 $2.65M 0.22% +2,686 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,017 shares; 2024Q4: 57,017 shares; 2025Q1: 57,017 shares; 2025Q2: 69,283 shares; 2025Q3: 64,521 shares; 2025Q4: 64,521 shares; 2026Q1: 61,991 shares; 2026Q2: 63,706 shares 63,706 $2.63M 0.22% +1,715 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,196 shares; 2024Q4: 12,233 shares; 2025Q1: 12,678 shares; 2025Q2: 12,428 shares; 2025Q3: 13,862 shares; 2025Q4: 13,130 shares; 2026Q1: 14,673 shares; 2026Q2: 14,550 shares 14,550 $2.57M 0.21% -123 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,787 shares; 2024Q4: 51,111 shares; 2025Q1: 50,111 shares; 2025Q2: 51,065 shares; 2025Q3: 51,065 shares; 2025Q4: 51,065 shares; 2026Q1: 49,565 shares; 2026Q2: 59,228 shares 59,228 $2.56M 0.21% +9,663 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,280 shares; 2024Q4: 25,511 shares; 2025Q1: 24,925 shares; 2025Q2: 25,249 shares; 2025Q3: 24,941 shares; 2025Q4: 24,317 shares; 2026Q1: 21,349 shares; 2026Q2: 16,917 shares 16,917 $2.51M 0.21% -4,432 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares; 2026Q1: 17,614 shares; 2026Q2: 37,677 shares 37,677 $2.5M 0.21% +20,063 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,573 shares; 2025Q1: 1,668 shares; 2025Q2: 2,825 shares; 2025Q3: 2,802 shares; 2025Q4: 2,913 shares; 2026Q1: 3,014 shares; 2026Q2: 3,490 shares 3,490 $2.49M 0.21% +476 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,401 shares; 2024Q4: 10,465 shares; 2025Q1: 10,600 shares; 2025Q2: 11,527 shares; 2025Q3: 10,565 shares; 2025Q4: 10,033 shares; 2026Q1: 8,963 shares; 2026Q2: 8,021 shares 8,021 $2.46M 0.21% -942 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,541 shares; 2024Q4: 54,900 shares; 2025Q1: 54,900 shares; 2025Q2: 54,900 shares; 2025Q3: 51,791 shares; 2025Q4: 55,299 shares; 2026Q1: 55,299 shares; 2026Q2: 55,299 shares 55,299 $2.45M 0.21% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,152 shares; 2024Q4: 21,372 shares; 2025Q1: 23,546 shares; 2025Q2: 23,932 shares; 2025Q3: 26,176 shares; 2025Q4: 24,419 shares; 2026Q1: 22,504 shares; 2026Q2: 20,646 shares 20,646 $2.43M 0.2% -1,858 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477 shares; 2024Q4: 2,567 shares; 2025Q1: 3,110 shares; 2025Q2: 2,075 shares; 2025Q3: 1,737 shares; 2025Q4: 2,248 shares; 2026Q1: 2,127 shares; 2026Q2: 2,086 shares 2,086 $2.41M 0.2% -41 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,668 shares; 2024Q4: 17,417 shares; 2025Q1: 17,623 shares; 2025Q2: 18,326 shares; 2025Q3: 19,099 shares; 2025Q4: 18,823 shares; 2026Q1: 18,707 shares; 2026Q2: 18,450 shares 18,450 $2.34M 0.2% -257 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; 2024Q3: 22,779 shares; 2024Q4: 6,122 shares; 2025Q1: 5,950 shares; 2025Q2: 29,212 shares; 2025Q3: 31,992 shares; 2025Q4: 32,457 shares; 2026Q1: 36,959 shares; 2026Q2: 36,667 shares 36,667 $2.26M 0.19% -292 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,540 shares; 2024Q4: 47,391 shares; 2025Q1: 54,590 shares; 2025Q2: 65,027 shares; 2025Q3: 91,345 shares; 2025Q4: 93,724 shares; 2026Q1: 91,537 shares; 2026Q2: 93,388 shares 93,388 $2.25M 0.19% +1,851 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,052 shares; 2024Q4: 138,618 shares; 2025Q1: 61,625 shares; 2025Q2: 98,409 shares; 2025Q3: 79,555 shares; 2025Q4: 69,560 shares; 2026Q1: 66,124 shares; 2026Q2: 52,994 shares 52,994 $2.22M 0.19% -13,130 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,989 shares; 2024Q4: 5,571 shares; 2025Q1: 3,665 shares; 2025Q2: 5,549 shares; 2025Q3: 3,624 shares; 2025Q4: 3,837 shares; 2026Q1: 3,885 shares; 2026Q2: 3,801 shares 3,801 $2.21M 0.18% -84 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,021 shares; 2024Q4: 39,167 shares; 2025Q1: 29,840 shares; 2025Q2: 30,915 shares; 2025Q3: 36,753 shares; 2025Q4: 35,981 shares; 2026Q1: 36,438 shares; 2026Q2: 36,451 shares 36,451 $2.2M 0.18% +13 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,652 shares; 2025Q1: 4,564 shares; 2025Q2: 4,536 shares; 2025Q3: 4,459 shares; 2025Q4: 4,433 shares; 2026Q1: 4,623 shares; 2026Q2: 4,244 shares 4,244 $2.18M 0.18% -379 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,826 shares; 2024Q4: 97,923 shares; 2025Q1: 111,370 shares; 2025Q2: 116,521 shares; 2025Q3: 102,683 shares; 2025Q4: 58,405 shares; 2026Q1: 62,631 shares; 2026Q2: 9,919 shares 9,919 $2.18M 0.18% -52,712 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,589 shares; 2024Q4: 26,924 shares; 2025Q1: 27,933 shares; 2025Q2: 28,287 shares; 2025Q3: 28,011 shares; 2025Q4: 27,226 shares; 2026Q1: 23,135 shares; 2026Q2: 18,816 shares 18,816 $2.13M 0.18% -4,319 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,632 shares; 2025Q1: 1,624 shares; 2025Q2: 1,931 shares; 2025Q3: 1,920 shares; 2025Q4: 1,735 shares; 2026Q1: 1,668 shares; 2026Q2: 1,969 shares 1,969 $2.1M 0.18% +301 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,986 shares; 2024Q4: 13,241 shares; 2025Q1: 13,684 shares; 2025Q2: 14,679 shares; 2025Q3: 13,871 shares; 2025Q4: 13,587 shares; 2026Q1: 12,167 shares; 2026Q2: 10,483 shares 10,483 $2.07M 0.17% -1,684 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,338 shares; 2024Q4: 35,372 shares; 2025Q1: 37,117 shares; 2025Q2: 37,239 shares; 2025Q3: 38,767 shares; 2025Q4: 38,612 shares; 2026Q1: 38,319 shares; 2026Q2: 38,177 shares 38,177 $2.07M 0.17% -142 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,114 shares; 2024Q4: 34,114 shares; 2025Q1: 34,114 shares; 2025Q2: 34,114 shares; 2025Q3: 46,527 shares; 2025Q4: 46,527 shares; 2026Q1: 46,172 shares; 2026Q2: 45,291 shares 45,291 $2.07M 0.17% -881 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,462 shares; 2024Q4: 85,645 shares; 2025Q1: 82,802 shares; 2025Q2: 86,953 shares; 2025Q3: 86,820 shares; 2025Q4: 85,102 shares; 2026Q1: 86,798 shares; 2026Q2: 86,323 shares 86,323 $2M 0.17% -475 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,966 shares; 2024Q4: 3,830 shares; 2025Q1: 3,852 shares; 2025Q2: 4,024 shares; 2025Q3: 4,078 shares; 2025Q4: 3,391 shares; 2026Q1: 3,928 shares; 2026Q2: 3,809 shares 3,809 $1.98M 0.17% -119 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,342 shares; 2024Q4: 34,342 shares; 2025Q1: 49,945 shares; 2025Q2: 49,945 shares; 2025Q3: 49,945 shares; 2025Q4: 49,945 shares; 2026Q1: 49,699 shares; 2026Q2: 45,430 shares 45,430 $1.96M 0.16% -4,269 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,014 shares; 2024Q4: 3,687 shares; 2025Q1: 3,368 shares; 2025Q2: 3,397 shares; 2025Q3: 3,247 shares; 2025Q4: 29,802 shares; 2026Q1: 32,340 shares; 2026Q2: 26,590 shares 26,590 $1.9M 0.16% -5,750 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,268 shares; 2024Q4: 9,278 shares; 2025Q1: 9,452 shares; 2025Q2: 12,272 shares; 2025Q3: 14,777 shares; 2025Q4: 18,629 shares; 2026Q1: 22,889 shares; 2026Q2: 25,971 shares 25,971 $1.87M 0.16% +3,082 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,426 shares; 2024Q4: 5,158 shares; 2025Q1: 5,166 shares; 2025Q2: 4,058 shares; 2025Q3: 3,169 shares; 2025Q4: 3,144 shares; 2026Q1: 3,077 shares; 2026Q2: 4,490 shares 4,490 $1.87M 0.16% +1,413 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; 2024Q3: 22,603 shares; 2024Q4: 20,664 shares; 2025Q1: 25,752 shares; 2025Q2: 27,280 shares; 2025Q3: 28,368 shares; 2025Q4: 28,491 shares; 2026Q1: 21,160 shares; 2026Q2: 22,309 shares 22,309 $1.85M 0.15% +1,149 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,617 shares; 2026Q1: 31,319 shares; 2026Q2: 23,469 shares 23,469 $1.82M 0.15% -7,850 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,385 shares; 2024Q4: 12,226 shares; 2025Q1: 11,643 shares; 2025Q2: 11,713 shares; 2025Q3: 11,353 shares; 2025Q4: 11,121 shares; 2026Q1: 10,379 shares; 2026Q2: 9,596 shares 9,596 $1.82M 0.15% -783 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,966 shares; 2024Q4: 18,133 shares; 2025Q1: 22,304 shares; 2025Q2: 24,418 shares; 2025Q3: 24,167 shares; 2025Q4: 21,133 shares; 2026Q1: 31,712 shares; 2026Q2: 31,280 shares 31,280 $1.81M 0.15% -432 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,270 shares; 2025Q4: 6,542 shares; 2026Q1: not reported; 2026Q2: 7,455 shares 7,455 $1.81M 0.15% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 1,444 shares; 2025Q1: 1,479 shares; 2025Q2: 1,598 shares; 2025Q3: 1,640 shares; 2025Q4: 4,286 shares; 2026Q1: 2,635 shares; 2026Q2: 2,610 shares 2,610 $1.79M 0.15% -25 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,809 shares; 2025Q2: 23,258 shares; 2025Q3: 27,476 shares; 2025Q4: 27,617 shares; 2026Q1: 35,117 shares; 2026Q2: 37,597 shares 37,597 $1.79M 0.15% +2,480 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 960 shares; 2025Q1: 922 shares; 2025Q2: 882 shares; 2025Q3: 942 shares; 2025Q4: 1,070 shares; 2026Q1: 1,309 shares; 2026Q2: 1,511 shares 1,511 $1.78M 0.15% +202 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,719 shares; 2024Q4: 5,859 shares; 2025Q1: 5,966 shares; 2025Q2: 5,841 shares; 2025Q3: 5,990 shares; 2025Q4: 5,140 shares; 2026Q1: 5,138 shares; 2026Q2: 5,008 shares 5,008 $1.77M 0.15% -130 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,093 shares; 2024Q4: 2,771 shares; 2025Q1: 3,223 shares; 2025Q2: 2,063 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,083 shares 4,083 $1.76M 0.15% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,127 shares; 2024Q4: 6,119 shares; 2025Q1: 9,546 shares; 2025Q2: 9,508 shares; 2025Q3: 9,719 shares; 2025Q4: 8,839 shares; 2026Q1: 8,459 shares; 2026Q2: 12,511 shares 12,511 $1.75M 0.15% +4,052 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,501 shares; 2024Q4: 7,616 shares; 2025Q1: 7,067 shares; 2025Q2: 4,153 shares; 2025Q3: 3,933 shares; 2025Q4: 11,531 shares; 2026Q1: 18,021 shares; 2026Q2: 17,546 shares 17,546 $1.73M 0.14% -475 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,702 shares; 2024Q4: 6,818 shares; 2025Q1: 7,423 shares; 2025Q2: 7,181 shares; 2025Q3: 6,996 shares; 2025Q4: 7,092 shares; 2026Q1: 6,334 shares; 2026Q2: 6,366 shares 6,366 $1.72M 0.14% +32 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,464 shares; 2024Q4: 18,073 shares; 2025Q1: 18,915 shares; 2025Q2: 20,336 shares; 2025Q3: 18,486 shares; 2025Q4: 19,380 shares; 2026Q1: 18,897 shares; 2026Q2: 17,871 shares 17,871 $1.72M 0.14% -1,026 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,208 shares; 2024Q4: 6,752 shares; 2025Q1: 7,148 shares; 2025Q2: 7,301 shares; 2025Q3: 5,487 shares; 2025Q4: 6,763 shares; 2026Q1: 5,993 shares; 2026Q2: 5,766 shares 5,766 $1.72M 0.14% -227 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,499 shares; 2024Q4: 36,985 shares; 2025Q1: 36,985 shares; 2025Q2: 36,985 shares; 2025Q3: 36,985 shares; 2025Q4: 38,717 shares; 2026Q1: 37,391 shares; 2026Q2: 37,391 shares 37,391 $1.72M 0.14% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,570 shares; 2024Q4: 43,456 shares; 2025Q1: 39,939 shares; 2025Q2: 41,691 shares; 2025Q3: 97,051 shares; 2025Q4: 101,774 shares; 2026Q1: 126,217 shares; 2026Q2: 133,174 shares 133,174 $1.69M 0.14% +6,957 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 11,244 shares; 2025Q1: 1,323 shares; 2025Q2: not reported; 2025Q3: 5,288 shares; 2025Q4: 8,033 shares; 2026Q1: not reported; 2026Q2: 5,609 shares 5,609 $1.69M 0.14% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,385 shares; 2025Q1: 2,781 shares; 2025Q2: 2,743 shares; 2025Q3: 2,783 shares; 2025Q4: 1,759 shares; 2026Q1: 1,599 shares; 2026Q2: 1,655 shares 1,655 $1.67M 0.14% +56 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,973 shares; 2024Q4: 10,159 shares; 2025Q1: 7,159 shares; 2025Q2: 7,098 shares; 2025Q3: 7,458 shares; 2025Q4: 7,772 shares; 2026Q1: 6,949 shares; 2026Q2: 7,663 shares 7,663 $1.67M 0.14% +714 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,174 shares; 2024Q4: 16,483 shares; 2025Q1: 18,219 shares; 2025Q2: 11,188 shares; 2025Q3: 11,582 shares; 2025Q4: 12,652 shares; 2026Q1: 13,042 shares; 2026Q2: 11,333 shares 11,333 $1.66M 0.14% -1,709 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,066 shares; 2024Q4: 4,932 shares; 2025Q1: 4,869 shares; 2025Q2: 5,417 shares; 2025Q3: 5,338 shares; 2025Q4: 4,886 shares; 2026Q1: 4,951 shares; 2026Q2: 4,809 shares 4,809 $1.63M 0.14% -142 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,149 shares; 2024Q4: 5,995 shares; 2025Q1: 6,007 shares; 2025Q2: 6,155 shares; 2025Q3: 5,840 shares; 2025Q4: 6,178 shares; 2026Q1: 6,088 shares; 2026Q2: 5,600 shares 5,600 $1.57M 0.13% -488 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,755 shares; 2026Q2: 8,277 shares 8,277 $1.57M 0.13% -478 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,362 shares; 2024Q4: 31,194 shares; 2025Q1: 30,032 shares; 2025Q2: 29,844 shares; 2025Q3: 23,163 shares; 2025Q4: 22,480 shares; 2026Q1: 20,363 shares; 2026Q2: 19,546 shares 19,546 $1.57M 0.13% -817 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 3,909 shares; 2025Q1: 4,857 shares; 2025Q2: 5,083 shares; 2025Q3: 4,896 shares; 2025Q4: 4,595 shares; 2026Q1: 12,109 shares; 2026Q2: 9,553 shares 9,553 $1.56M 0.13% -2,556 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,004 shares; 2024Q4: 5,084 shares; 2025Q1: 5,317 shares; 2025Q2: 6,062 shares; 2025Q3: 5,962 shares; 2025Q4: 5,478 shares; 2026Q1: 4,792 shares; 2026Q2: 4,259 shares 4,259 $1.56M 0.13% -533 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,194 shares; 2025Q3: 3,888 shares; 2025Q4: 7,843 shares; 2026Q1: 10,082 shares; 2026Q2: 9,478 shares 9,478 $1.56M 0.13% -604 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,034 shares; 2024Q4: 24,826 shares; 2025Q1: 24,016 shares; 2025Q2: 25,781 shares; 2025Q3: 25,822 shares; 2025Q4: 24,890 shares; 2026Q1: 25,213 shares; 2026Q2: 27,341 shares 27,341 $1.54M 0.13% +2,128 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,703 shares; 2024Q4: 8,638 shares; 2025Q1: 9,872 shares; 2025Q2: 10,554 shares; 2025Q3: 10,134 shares; 2025Q4: 7,148 shares; 2026Q1: 5,155 shares; 2026Q2: 5,959 shares 5,959 $1.52M 0.13% +804 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,739 shares; 2024Q4: 3,299 shares; 2025Q1: 3,280 shares; 2025Q2: 3,299 shares; 2025Q3: 3,697 shares; 2025Q4: 3,508 shares; 2026Q1: 4,301 shares; 2026Q2: 4,022 shares 4,022 $1.5M 0.13% -279 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 2,549 shares; 2025Q1: 3,591 shares; 2025Q2: 3,579 shares; 2025Q3: 3,574 shares; 2025Q4: 3,469 shares; 2026Q1: 3,135 shares; 2026Q2: 3,752 shares 3,752 $1.49M 0.12% +617 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 2,974 shares; 2025Q1: 3,112 shares; 2025Q2: 3,190 shares; 2025Q3: 3,177 shares; 2025Q4: 3,032 shares; 2026Q1: 2,916 shares; 2026Q2: 6,652 shares 6,652 $1.49M 0.12% +3,736 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,026 shares; 2025Q4: 22,026 shares; 2026Q1: 27,729 shares; 2026Q2: 27,728 shares 27,728 $1.47M 0.12% -1 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,060 shares; 2026Q1: 10,001 shares; 2026Q2: 16,556 shares 16,556 $1.47M 0.12% +6,555 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,100 shares; 2024Q4: 13,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,985 shares; 2025Q4: 55,456 shares; 2026Q1: 14,187 shares; 2026Q2: 53,070 shares 53,070 $1.47M 0.12% +38,883 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 947 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 1,040 shares; 2025Q4: 1,685 shares; 2026Q1: 665 shares; 2026Q2: 2,060 shares 2,060 $1.45M 0.12% +1,395 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,054 shares; 2024Q4: 25,614 shares; 2025Q1: 31,832 shares; 2025Q2: 34,150 shares; 2025Q3: 32,734 shares; 2025Q4: 30,616 shares; 2026Q1: 26,608 shares; 2026Q2: 25,069 shares 25,069 $1.43M 0.12% -1,539 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,196 shares; 2024Q4: 22,196 shares; 2025Q1: 24,825 shares; 2025Q2: 24,825 shares; 2025Q3: 24,825 shares; 2025Q4: 24,779 shares; 2026Q1: 37,331 shares; 2026Q2: 37,331 shares 37,331 $1.42M 0.12% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,987 shares; 2024Q4: 6,918 shares; 2025Q1: 6,907 shares; 2025Q2: 7,437 shares; 2025Q3: 7,349 shares; 2025Q4: 7,367 shares; 2026Q1: 6,821 shares; 2026Q2: 6,429 shares 6,429 $1.42M 0.12% -392 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,509 shares; 2024Q4: 8,016 shares; 2025Q1: 13,441 shares; 2025Q2: 15,732 shares; 2025Q3: 16,412 shares; 2025Q4: 17,312 shares; 2026Q1: 17,283 shares; 2026Q2: 15,285 shares 15,285 $1.41M 0.12% -1,998 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,546 shares; 2026Q2: 58,181 shares 58,181 $1.37M 0.11% +10,635 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,783 shares; 2024Q4: 4,095 shares; 2025Q1: 4,210 shares; 2025Q2: 4,452 shares; 2025Q3: 4,129 shares; 2025Q4: 4,505 shares; 2026Q1: 10,250 shares; 2026Q2: 17,451 shares 17,451 $1.37M 0.11% +7,201 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,974 shares; 2024Q4: 17,281 shares; 2025Q1: 8,625 shares; 2025Q2: 8,560 shares; 2025Q3: 9,237 shares; 2025Q4: 8,542 shares; 2026Q1: 8,898 shares; 2026Q2: 8,336 shares 8,336 $1.36M 0.11% -562 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,313 shares; 2024Q4: 11,740 shares; 2025Q1: 13,274 shares; 2025Q2: 13,793 shares; 2025Q3: 15,053 shares; 2025Q4: 10,646 shares; 2026Q1: 12,931 shares; 2026Q2: 13,308 shares 13,308 $1.36M 0.11% +377 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,838 shares; 2024Q4: 10,638 shares; 2025Q1: 10,638 shares; 2025Q2: 10,638 shares; 2025Q3: 51,944 shares; 2025Q4: 51,959 shares; 2026Q1: 65,072 shares; 2026Q2: 60,589 shares 60,589 $1.35M 0.11% -4,483 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,494 shares; 2026Q1: 27,226 shares; 2026Q2: 26,649 shares 26,649 $1.35M 0.11% -577 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,295 shares; 2025Q1: 3,417 shares; 2025Q2: 3,367 shares; 2025Q3: 3,408 shares; 2025Q4: 1,493 shares; 2026Q1: 1,443 shares; 2026Q2: 1,434 shares 1,434 $1.34M 0.11% -9 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,685 shares; 2025Q4: 13,171 shares; 2026Q1: not reported; 2026Q2: 17,501 shares 17,501 $1.33M 0.11% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,608 shares; 2024Q4: 25,681 shares; 2025Q1: 19,447 shares; 2025Q2: 19,381 shares; 2025Q3: 20,105 shares; 2025Q4: 20,095 shares; 2026Q1: 20,102 shares; 2026Q2: 19,978 shares 19,978 $1.32M 0.11% -124 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 3,930 shares; 2025Q1: 637 shares; 2025Q2: 562 shares; 2025Q3: 1,778 shares; 2025Q4: 2,153 shares; 2026Q1: 566 shares; 2026Q2: 10,539 shares 10,539 $1.31M 0.11% +9,973 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,487 shares; 2026Q1: 28,584 shares; 2026Q2: 21,528 shares 21,528 $1.29M 0.11% -7,056 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 8,584 shares; 2025Q1: 8,141 shares; 2025Q2: 8,202 shares; 2025Q3: 8,285 shares; 2025Q4: 8,140 shares; 2026Q1: 8,232 shares; 2026Q2: 8,322 shares 8,322 $1.26M 0.11% +90 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,419 shares; 2026Q2: 29,011 shares 29,011 $1.26M 0.11% -2,408 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; 2024Q3: 10,015 shares; 2024Q4: 9,996 shares; 2025Q1: 9,983 shares; 2025Q2: 9,754 shares; 2025Q3: 9,708 shares; 2025Q4: 9,740 shares; 2026Q1: 9,870 shares; 2026Q2: 9,537 shares 9,537 $1.26M 0.11% -333 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,079 shares; 2024Q4: 28,507 shares; 2025Q1: 30,042 shares; 2025Q2: 30,693 shares; 2025Q3: 32,051 shares; 2025Q4: 29,757 shares; 2026Q1: 29,934 shares; 2026Q2: 34,332 shares 34,332 $1.25M 0.1% +4,398 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,363 shares; 2025Q4: 9,052 shares; 2026Q1: 7,416 shares; 2026Q2: 15,079 shares 15,079 $1.2M 0.1% +7,663 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; 2024Q3: 29,963 shares; 2024Q4: 46,896 shares; 2025Q1: 63,161 shares; 2025Q2: 63,336 shares; 2025Q3: 61,534 shares; 2025Q4: 67,411 shares; 2026Q1: 67,034 shares; 2026Q2: 59,536 shares 59,536 $1.18M 0.1% -7,498 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,662 shares; 2024Q4: 26,662 shares; 2025Q1: 25,679 shares; 2025Q2: 25,679 shares; 2025Q3: 25,679 shares; 2025Q4: 25,640 shares; 2026Q1: 25,732 shares; 2026Q2: 25,732 shares 25,732 $1.17M 0.1% 0 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; 2024Q3: 8,394 shares; 2024Q4: 8,238 shares; 2025Q1: 8,648 shares; 2025Q2: 9,171 shares; 2025Q3: 9,882 shares; 2025Q4: 10,002 shares; 2026Q1: 9,088 shares; 2026Q2: 7,029 shares 7,029 $1.17M 0.1% -2,059 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,741 shares; 2024Q4: 25,288 shares; 2025Q1: 25,288 shares; 2025Q2: 25,288 shares; 2025Q3: 25,288 shares; 2025Q4: 25,288 shares; 2026Q1: 25,288 shares; 2026Q2: 25,288 shares 25,288 $1.16M 0.1% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792 shares; 2024Q4: 1,755 shares; 2025Q1: 1,772 shares; 2025Q2: 1,861 shares; 2025Q3: 1,767 shares; 2025Q4: 1,785 shares; 2026Q1: 1,695 shares; 2026Q2: 1,698 shares 1,698 $1.13M 0.09% +3 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,523 shares; 2024Q4: 1,318 shares; 2025Q1: 1,570 shares; 2025Q2: 1,659 shares; 2025Q3: 1,694 shares; 2025Q4: 1,616 shares; 2026Q1: 1,628 shares; 2026Q2: 1,520 shares 1,520 $1.12M 0.09% -108 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386 shares; 2024Q4: 1,426 shares; 2025Q1: 1,484 shares; 2025Q2: 1,594 shares; 2025Q3: 1,629 shares; 2025Q4: 5,259 shares; 2026Q1: 6,886 shares; 2026Q2: 4,937 shares 4,937 $1.09M 0.09% -1,949 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,570 shares; 2024Q4: 29,165 shares; 2025Q1: 26,665 shares; 2025Q2: 26,665 shares; 2025Q3: 28,662 shares; 2025Q4: 28,662 shares; 2026Q1: 22,240 shares; 2026Q2: 22,240 shares 22,240 $1.09M 0.09% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,671 shares; 2024Q4: 5,858 shares; 2025Q1: 6,104 shares; 2025Q2: 6,745 shares; 2025Q3: 6,687 shares; 2025Q4: 6,272 shares; 2026Q1: 5,628 shares; 2026Q2: 4,463 shares 4,463 $1.08M 0.09% -1,165 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 4,015 shares; 2025Q1: 4,098 shares; 2025Q2: 4,088 shares; 2025Q3: 4,097 shares; 2025Q4: 4,075 shares; 2026Q1: 4,112 shares; 2026Q2: 5,090 shares 5,090 $1.08M 0.09% +978 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,739 shares; 2024Q4: 45,683 shares; 2025Q1: 41,698 shares; 2025Q2: 18,648 shares; 2025Q3: 17,816 shares; 2025Q4: 19,627 shares; 2026Q1: 19,036 shares; 2026Q2: 18,651 shares 18,651 $1.07M 0.09% -385 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,466 shares 35,466 $1.07M 0.09% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,201 shares; 2024Q4: 10,688 shares; 2025Q1: 10,883 shares; 2025Q2: 11,277 shares; 2025Q3: 15,494 shares; 2025Q4: 14,944 shares; 2026Q1: 13,993 shares; 2026Q2: 12,812 shares 12,812 $1.06M 0.09% -1,181 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 2,945 shares; 2025Q1: 2,999 shares; 2025Q2: 2,991 shares; 2025Q3: 3,124 shares; 2025Q4: 3,104 shares; 2026Q1: 2,413 shares; 2026Q2: 2,050 shares 2,050 $1.04M 0.09% -363 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,474 shares; 2024Q4: 28,474 shares; 2025Q1: 28,474 shares; 2025Q2: 28,474 shares; 2025Q3: 28,474 shares; 2025Q4: 28,474 shares; 2026Q1: 22,979 shares; 2026Q2: 22,979 shares 22,979 $1.04M 0.09% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,601 shares; 2024Q4: 2,478 shares; 2025Q1: 3,026 shares; 2025Q2: 3,023 shares; 2025Q3: 2,915 shares; 2025Q4: 2,141 shares; 2026Q1: 2,101 shares; 2026Q2: 2,117 shares 2,117 $1.04M 0.09% +16 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; 2024Q3: not reported; 2024Q4: 4,196 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 6,095 shares; 2025Q4: 9,039 shares; 2026Q1: 20,096 shares; 2026Q2: 20,292 shares 20,292 $1.04M 0.09% +196 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 2,071 shares; 2025Q1: 2,094 shares; 2025Q2: 2,157 shares; 2025Q3: 2,196 shares; 2025Q4: 2,174 shares; 2026Q1: 1,925 shares; 2026Q2: 1,965 shares 1,965 $1M 0.08% +40 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,403 shares; 2025Q4: 63,607 shares; 2026Q1: 90,736 shares; 2026Q2: 90,736 shares 90,736 $999K 0.08% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,309 shares; 2024Q4: 19,309 shares; 2025Q1: 19,309 shares; 2025Q2: 23,823 shares; 2025Q3: 23,823 shares; 2025Q4: 23,823 shares; 2026Q1: 22,618 shares; 2026Q2: 23,617 shares 23,617 $997K 0.08% +999 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,478 shares; 2024Q4: 3,878 shares; 2025Q1: 5,311 shares; 2025Q2: 5,390 shares; 2025Q3: 3,617 shares; 2025Q4: 3,559 shares; 2026Q1: 3,775 shares; 2026Q2: 3,661 shares 3,661 $996K 0.08% -114 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828 shares; 2024Q4: 800 shares; 2025Q1: 790 shares; 2025Q2: 789 shares; 2025Q3: 780 shares; 2025Q4: 781 shares; 2026Q1: 776 shares; 2026Q2: 726 shares 726 $988K 0.08% -50 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,333 shares; 2024Q4: 3,317 shares; 2025Q1: 3,269 shares; 2025Q2: 3,165 shares; 2025Q3: 3,163 shares; 2025Q4: 3,034 shares; 2026Q1: 3,167 shares; 2026Q2: 2,413 shares 2,413 $983K 0.08% -754 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,357 shares; 2024Q4: 24,948 shares; 2025Q1: 25,796 shares; 2025Q2: 26,181 shares; 2025Q3: 25,537 shares; 2025Q4: 15,209 shares; 2026Q1: 14,434 shares; 2026Q2: 13,204 shares 13,204 $982K 0.08% -1,230 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,262 shares; 2024Q4: 30,496 shares; 2025Q1: 30,037 shares; 2025Q2: 33,692 shares; 2025Q3: 30,385 shares; 2025Q4: 32,474 shares; 2026Q1: 30,873 shares; 2026Q2: 30,868 shares 30,868 $979K 0.08% -5 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,123 shares; 2024Q4: 23,673 shares; 2025Q1: 23,338 shares; 2025Q2: 22,953 shares; 2025Q3: 23,679 shares; 2025Q4: 21,804 shares; 2026Q1: 16,447 shares; 2026Q2: 12,129 shares 12,129 $974K 0.08% -4,318 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,348 shares; 2024Q4: 22,348 shares; 2025Q1: 22,348 shares; 2025Q2: 23,639 shares; 2025Q3: 23,639 shares; 2025Q4: 23,639 shares; 2026Q1: 23,639 shares; 2026Q2: 24,465 shares 24,465 $974K 0.08% +826 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,400 shares; 2024Q4: 26,222 shares; 2025Q1: 25,281 shares; 2025Q2: 18,862 shares; 2025Q3: 14,717 shares; 2025Q4: 14,575 shares; 2026Q1: 14,615 shares; 2026Q2: 13,896 shares 13,896 $965K 0.08% -719 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 2,259 shares; 2025Q1: 2,020 shares; 2025Q2: 2,841 shares; 2025Q3: 2,274 shares; 2025Q4: 2,247 shares; 2026Q1: 2,095 shares; 2026Q2: 1,912 shares 1,912 $959K 0.08% -183 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares; 2026Q2: 4,599 shares 4,599 $947K 0.08% +2,461 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,485 shares; 2026Q2: 37,219 shares 37,219 $944K 0.08% +1,734 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,964 shares; 2025Q1: 1,976 shares; 2025Q2: 2,011 shares; 2025Q3: 2,005 shares; 2025Q4: 2,120 shares; 2026Q1: 2,237 shares; 2026Q2: 2,249 shares 2,249 $937K 0.08% +12 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,546 shares; 2025Q4: 23,546 shares; 2026Q1: 27,947 shares; 2026Q2: 35,640 shares 35,640 $929K 0.08% +7,693 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,403 shares; 2024Q4: 13,119 shares; 2025Q1: 13,900 shares; 2025Q2: 15,074 shares; 2025Q3: 14,290 shares; 2025Q4: 13,336 shares; 2026Q1: 11,001 shares; 2026Q2: 10,180 shares 10,180 $924K 0.08% -821 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,008 shares; 2024Q4: 8,319 shares; 2025Q1: 8,138 shares; 2025Q2: 7,819 shares; 2025Q3: 7,675 shares; 2025Q4: 7,365 shares; 2026Q1: 6,692 shares; 2026Q2: 6,482 shares 6,482 $923K 0.08% -210 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 7,161 shares; 2025Q4: not reported; 2026Q1: 7,417 shares; 2026Q2: 8,329 shares 8,329 $914K 0.08% +912 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,595 shares; 2025Q2: 10,637 shares; 2025Q3: 11,853 shares; 2025Q4: 9,919 shares; 2026Q1: 8,876 shares; 2026Q2: 6,511 shares 6,511 $909K 0.08% -2,365 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,238 shares; 2024Q4: 8,269 shares; 2025Q1: 14,904 shares; 2025Q2: 15,293 shares; 2025Q3: 15,042 shares; 2025Q4: 15,150 shares; 2026Q1: 15,004 shares; 2026Q2: 12,329 shares 12,329 $903K 0.08% -2,675 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,667 shares; 2024Q4: 6,329 shares; 2025Q1: 2,892 shares; 2025Q2: 2,542 shares; 2025Q3: 4,739 shares; 2025Q4: 7,046 shares; 2026Q1: 2,614 shares; 2026Q2: 6,129 shares 6,129 $897K 0.08% +3,515 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,514 shares; 2025Q1: 2,323 shares; 2025Q2: 2,532 shares; 2025Q3: 2,334 shares; 2025Q4: 2,795 shares; 2026Q1: 2,961 shares; 2026Q2: 2,249 shares 2,249 $895K 0.07% -712 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 5,187 shares; 2025Q1: 4,794 shares; 2025Q2: 4,606 shares; 2025Q3: 4,595 shares; 2025Q4: 4,562 shares; 2026Q1: 5,094 shares; 2026Q2: 7,568 shares 7,568 $891K 0.07% +2,474 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 2,984 shares; 2025Q4: 3,064 shares; 2026Q1: 3,612 shares; 2026Q2: 3,306 shares 3,306 $861K 0.07% -306 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,460 shares; 2025Q4: 9,460 shares; 2026Q1: 15,015 shares; 2026Q2: 15,015 shares 15,015 $853K 0.07% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,314 shares; 2025Q1: 4,968 shares; 2025Q2: 4,748 shares; 2025Q3: 4,723 shares; 2025Q4: 5,147 shares; 2026Q1: 2,423 shares; 2026Q2: 2,056 shares 2,056 $842K 0.07% -367 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,437 shares; 2024Q4: 30,902 shares; 2025Q1: 32,486 shares; 2025Q2: 30,114 shares; 2025Q3: 34,260 shares; 2025Q4: 41,746 shares; 2026Q1: 41,751 shares; 2026Q2: 36,128 shares 36,128 $836K 0.07% -5,623 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,868 shares; 2025Q4: 7,868 shares; 2026Q1: 10,459 shares; 2026Q2: 15,495 shares 15,495 $833K 0.07% +5,036 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,432 shares; 2025Q2: 20,771 shares; 2025Q3: 21,085 shares; 2025Q4: 22,046 shares; 2026Q1: 19,716 shares; 2026Q2: 16,861 shares 16,861 $801K 0.07% -2,855 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,359 shares; 2025Q3: 5,870 shares; 2025Q4: 4,928 shares; 2026Q1: 5,008 shares; 2026Q2: 2,867 shares 2,867 $792K 0.07% -2,141 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,292 shares; 2026Q2: 15,387 shares 15,387 $784K 0.07% +7,095 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,567 shares; 2024Q4: 2,298 shares; 2025Q1: 2,274 shares; 2025Q2: 2,286 shares; 2025Q3: 2,273 shares; 2025Q4: 2,203 shares; 2026Q1: 2,309 shares; 2026Q2: 1,882 shares 1,882 $782K 0.07% -427 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 1,343 shares; 2025Q1: 4,001 shares; 2025Q2: 4,237 shares; 2025Q3: 3,955 shares; 2025Q4: 4,115 shares; 2026Q1: 2,773 shares; 2026Q2: 4,395 shares 4,395 $771K 0.06% +1,622 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,541 shares; 2026Q2: 7,091 shares 7,091 $764K 0.06% +1,550 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,169 shares; 2024Q4: 6,076 shares; 2025Q1: 7,822 shares; 2025Q2: 7,911 shares; 2025Q3: 7,786 shares; 2025Q4: 7,383 shares; 2026Q1: 7,184 shares; 2026Q2: 7,379 shares 7,379 $763K 0.06% +195 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,603 shares; 2024Q4: 5,230 shares; 2025Q1: 6,118 shares; 2025Q2: 6,072 shares; 2025Q3: 5,517 shares; 2025Q4: 5,116 shares; 2026Q1: 4,485 shares; 2026Q2: 4,380 shares 4,380 $763K 0.06% -105 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,793 shares; 2024Q4: 12,767 shares; 2025Q1: 12,258 shares; 2025Q2: 14,534 shares; 2025Q3: 15,284 shares; 2025Q4: 14,479 shares; 2026Q1: 12,025 shares; 2026Q2: 10,558 shares 10,558 $762K 0.06% -1,467 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 2,061 shares; 2026Q1: 2,867 shares; 2026Q2: 6,378 shares 6,378 $755K 0.06% +3,511 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,646 shares; 2025Q1: 1,089 shares; 2025Q2: 842 shares; 2025Q3: 815 shares; 2025Q4: 751 shares; 2026Q1: 776 shares; 2026Q2: 767 shares 767 $751K 0.06% -9 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,357 shares; 2024Q4: 29,320 shares; 2025Q1: 32,313 shares; 2025Q2: 33,713 shares; 2025Q3: 29,663 shares; 2025Q4: 33,914 shares; 2026Q1: 42,032 shares; 2026Q2: 17,541 shares 17,541 $748K 0.06% -24,491 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,496 shares; 2025Q1: 5,654 shares; 2025Q2: 5,794 shares; 2025Q3: 4,806 shares; 2025Q4: 5,172 shares; 2026Q1: 6,091 shares; 2026Q2: 5,202 shares 5,202 $744K 0.06% -889 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,056 shares; 2024Q4: 5,116 shares; 2025Q1: 5,665 shares; 2025Q2: 5,682 shares; 2025Q3: 5,537 shares; 2025Q4: 5,533 shares; 2026Q1: 3,205 shares; 2026Q2: 2,252 shares 2,252 $743K 0.06% -953 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,936 shares; 2024Q4: 24,441 shares; 2025Q1: 27,395 shares; 2025Q2: 27,827 shares; 2025Q3: 27,708 shares; 2025Q4: 24,973 shares; 2026Q1: 17,326 shares; 2026Q2: 16,394 shares 16,394 $740K 0.06% -932 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,704 shares; 2024Q4: 10,698 shares; 2025Q1: 10,692 shares; 2025Q2: 8,836 shares; 2025Q3: 7,737 shares; 2025Q4: 8,104 shares; 2026Q1: 7,695 shares; 2026Q2: 7,678 shares 7,678 $735K 0.06% -17 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,526 shares; 2024Q4: 6,530 shares; 2025Q1: 6,533 shares; 2025Q2: 6,602 shares; 2025Q3: 6,586 shares; 2025Q4: 6,544 shares; 2026Q1: 6,547 shares; 2026Q2: 6,549 shares 6,549 $725K 0.06% +2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 20,762 shares; 2025Q3: 23,723 shares; 2025Q4: 14,821 shares; 2026Q1: 26,433 shares; 2026Q2: 21,758 shares 21,758 $724K 0.06% -4,675 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,609 shares; 2024Q4: 19,419 shares; 2025Q1: 19,419 shares; 2025Q2: 19,419 shares; 2025Q3: 19,419 shares; 2025Q4: 20,780 shares; 2026Q1: 20,780 shares; 2026Q2: 19,375 shares 19,375 $724K 0.06% -1,405 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,504 shares; 2024Q4: 3,033 shares; 2025Q1: 2,575 shares; 2025Q2: 2,300 shares; 2025Q3: 1,687 shares; 2025Q4: 1,701 shares; 2026Q1: 1,440 shares; 2026Q2: 1,401 shares 1,401 $722K 0.06% -39 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,562 shares; 2024Q4: 36,713 shares; 2025Q1: 37,167 shares; 2025Q2: 36,273 shares; 2025Q3: 35,984 shares; 2025Q4: 41,154 shares; 2026Q1: 30,039 shares; 2026Q2: 14,435 shares 14,435 $719K 0.06% -15,604 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,771 shares; 2024Q4: 1,686 shares; 2025Q1: 1,621 shares; 2025Q2: 1,613 shares; 2025Q3: 1,636 shares; 2025Q4: 1,677 shares; 2026Q1: 1,939 shares; 2026Q2: 990 shares 990 $713K 0.06% -949 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,199 shares; 2024Q4: 9,328 shares; 2025Q1: 9,182 shares; 2025Q2: 8,925 shares; 2025Q3: 8,964 shares; 2025Q4: 9,248 shares; 2026Q1: 9,120 shares; 2026Q2: 6,514 shares 6,514 $710K 0.06% -2,606 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,565 shares; 2026Q1: 1,546 shares; 2026Q2: 1,426 shares 1,426 $708K 0.06% -120 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 815 shares; 2025Q1: 1,159 shares; 2025Q2: 1,381 shares; 2025Q3: 1,876 shares; 2025Q4: 1,985 shares; 2026Q1: 2,103 shares; 2026Q2: 1,980 shares 1,980 $701K 0.06% -123 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; 2024Q3: 12,373 shares; 2024Q4: 64,076 shares; 2025Q1: 62,023 shares; 2025Q2: 58,906 shares; 2025Q3: 55,046 shares; 2025Q4: 47,214 shares; 2026Q1: 45,552 shares; 2026Q2: 34,914 shares 34,914 $700K 0.06% -10,638 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,154 shares; 2024Q4: 10,044 shares; 2025Q1: 9,882 shares; 2025Q2: 10,036 shares; 2025Q3: 8,570 shares; 2025Q4: 8,241 shares; 2026Q1: 7,470 shares; 2026Q2: 6,848 shares 6,848 $698K 0.06% -622 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 2,980 shares; 2025Q4: 3,550 shares; 2026Q1: 3,594 shares; 2026Q2: 3,434 shares 3,434 $692K 0.06% -160 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,724 shares; 2025Q1: 2,587 shares; 2025Q2: 3,057 shares; 2025Q3: 3,204 shares; 2025Q4: 3,127 shares; 2026Q1: 3,034 shares; 2026Q2: 3,015 shares 3,015 $692K 0.06% -19 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,665 shares; 2025Q1: 1,470 shares; 2025Q2: 1,446 shares; 2025Q3: 1,445 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,112 shares 4,112 $690K 0.06% new Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,668 shares; 2024Q4: 57,648 shares; 2025Q1: 54,612 shares; 2025Q2: 55,701 shares; 2025Q3: 55,482 shares; 2025Q4: 51,858 shares; 2026Q1: 53,908 shares; 2026Q2: 54,647 shares 54,647 $683K 0.06% +739 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,800 shares; 2024Q4: 37,498 shares; 2025Q1: 10,912 shares; 2025Q2: 17,024 shares; 2025Q3: 16,313 shares; 2025Q4: 22,658 shares; 2026Q1: 9,488 shares; 2026Q2: 7,892 shares 7,892 $682K 0.06% -1,596 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,545 shares; 2025Q1: 3,571 shares; 2025Q2: 3,704 shares; 2025Q3: 3,797 shares; 2025Q4: 3,843 shares; 2026Q1: 3,186 shares; 2026Q2: 3,033 shares 3,033 $680K 0.06% -153 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,806 shares; 2024Q4: 81,930 shares; 2025Q1: 72,045 shares; 2025Q2: 61,760 shares; 2025Q3: 39,195 shares; 2025Q4: 38,382 shares; 2026Q1: 34,401 shares; 2026Q2: 32,837 shares 32,837 $680K 0.06% -1,564 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,469 shares; 2026Q2: 9,201 shares 9,201 $675K 0.06% -268 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,365 shares 7,365 $672K 0.06% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,346 shares; 2025Q4: 3,642 shares; 2026Q1: 3,700 shares; 2026Q2: 3,498 shares 3,498 $666K 0.06% -202 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,146 shares; 2024Q4: 65,621 shares; 2025Q1: 48,471 shares; 2025Q2: 48,471 shares; 2025Q3: 47,471 shares; 2025Q4: 47,471 shares; 2026Q1: 45,350 shares; 2026Q2: 43,100 shares 43,100 $662K 0.06% -2,250 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,286 shares; 2024Q4: 27,171 shares; 2025Q1: 27,487 shares; 2025Q2: 28,279 shares; 2025Q3: 25,298 shares; 2025Q4: 21,193 shares; 2026Q1: 13,104 shares; 2026Q2: 10,661 shares 10,661 $661K 0.06% -2,443 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,472 shares; 2024Q4: 40,584 shares; 2025Q1: 40,605 shares; 2025Q2: 40,669 shares; 2025Q3: 40,726 shares; 2025Q4: 40,816 shares; 2026Q1: 40,844 shares; 2026Q2: 36,824 shares 36,824 $657K 0.05% -4,020 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,334 shares; 2025Q3: 5,326 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,429 shares 6,429 $657K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,957 shares; 2024Q4: 1,867 shares; 2025Q1: 1,861 shares; 2025Q2: 1,900 shares; 2025Q3: 1,747 shares; 2025Q4: 1,701 shares; 2026Q1: 1,596 shares; 2026Q2: 2,085 shares 2,085 $656K 0.05% +489 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; 2024Q3: 2,026 shares; 2024Q4: 2,023 shares; 2025Q1: 2,045 shares; 2025Q2: 1,891 shares; 2025Q3: 1,883 shares; 2025Q4: 1,879 shares; 2026Q1: 1,880 shares; 2026Q2: 1,820 shares 1,820 $656K 0.05% -60 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 550 shares; 2025Q1: 597 shares; 2025Q2: 565 shares; 2025Q3: 583 shares; 2025Q4: 603 shares; 2026Q1: 719 shares; 2026Q2: 1,163 shares 1,163 $652K 0.05% +444 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,502 shares; 2025Q1: 1,675 shares; 2025Q2: 2,318 shares; 2025Q3: 3,265 shares; 2025Q4: 3,444 shares; 2026Q1: 3,352 shares; 2026Q2: 3,246 shares 3,246 $651K 0.05% -106 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,096 shares; 2024Q4: 39,305 shares; 2025Q1: 31,606 shares; 2025Q2: 29,769 shares; 2025Q3: 12,422 shares; 2025Q4: 8,189 shares; 2026Q1: 8,834 shares; 2026Q2: 8,842 shares 8,842 $644K 0.05% +8 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,675 shares; 2024Q4: 14,798 shares; 2025Q1: 17,631 shares; 2025Q2: 13,584 shares; 2025Q3: 12,269 shares; 2025Q4: 12,378 shares; 2026Q1: 14,497 shares; 2026Q2: 7,900 shares 7,900 $642K 0.05% -6,597 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 771 shares 771 $640K 0.05% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,012 shares; 2024Q4: not reported; 2025Q1: 33,288 shares; 2025Q2: 28,119 shares; 2025Q3: 27,288 shares; 2025Q4: 26,732 shares; 2026Q1: 21,853 shares; 2026Q2: 23,663 shares 23,663 $634K 0.05% +1,810 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,838 shares; 2024Q4: 9,947 shares; 2025Q1: 10,953 shares; 2025Q2: 10,542 shares; 2025Q3: 9,616 shares; 2025Q4: 9,839 shares; 2026Q1: 8,705 shares; 2026Q2: 8,892 shares 8,892 $634K 0.05% +187 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 937 shares; 2025Q1: 984 shares; 2025Q2: 949 shares; 2025Q3: 866 shares; 2025Q4: 883 shares; 2026Q1: 3,158 shares; 2026Q2: 2,846 shares 2,846 $622K 0.05% -312 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,837 shares; 2024Q4: 12,837 shares; 2025Q1: 12,837 shares; 2025Q2: 17,293 shares; 2025Q3: 17,293 shares; 2025Q4: 17,293 shares; 2026Q1: 16,930 shares; 2026Q2: 18,660 shares 18,660 $620K 0.05% +1,730 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,448 shares; 2024Q4: 4,139 shares; 2025Q1: 4,255 shares; 2025Q2: 4,397 shares; 2025Q3: 4,402 shares; 2025Q4: 4,502 shares; 2026Q1: 4,204 shares; 2026Q2: 3,887 shares 3,887 $614K 0.05% -317 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,726 shares; 2025Q3: 13,277 shares; 2025Q4: 13,886 shares; 2026Q1: 14,335 shares; 2026Q2: 13,617 shares 13,617 $614K 0.05% -718 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,252 shares; 2026Q2: 25,311 shares 25,311 $614K 0.05% +8,059 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 4,087 shares; 2026Q1: 4,898 shares; 2026Q2: 6,026 shares 6,026 $614K 0.05% +1,128 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $614K 0.05% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 889 shares; 2025Q1: 767 shares; 2025Q2: 879 shares; 2025Q3: 765 shares; 2025Q4: 5,125 shares; 2026Q1: 8,592 shares; 2026Q2: 6,180 shares 6,180 $614K 0.05% -2,412 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 2,860 shares; 2025Q1: 2,525 shares; 2025Q2: 8,774 shares; 2025Q3: 7,312 shares; 2025Q4: 7,666 shares; 2026Q1: 8,080 shares; 2026Q2: 7,018 shares 7,018 $611K 0.05% -1,062 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; 2024Q3: 2,305 shares; 2024Q4: 2,312 shares; 2025Q1: 2,399 shares; 2025Q2: 2,465 shares; 2025Q3: 2,436 shares; 2025Q4: 2,053 shares; 2026Q1: 2,043 shares; 2026Q2: 2,040 shares 2,040 $610K 0.05% -3 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,251 shares; 2024Q4: 8,359 shares; 2025Q1: 8,315 shares; 2025Q2: 8,384 shares; 2025Q3: 8,319 shares; 2025Q4: 8,496 shares; 2026Q1: 8,599 shares; 2026Q2: 8,640 shares 8,640 $609K 0.05% +41 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,149 shares; 2025Q4: 4,986 shares; 2026Q1: 5,125 shares; 2026Q2: 5,016 shares 5,016 $608K 0.05% -109 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; 2024Q3: 8,798 shares; 2024Q4: 8,480 shares; 2025Q1: 8,626 shares; 2025Q2: 8,858 shares; 2025Q3: 7,762 shares; 2025Q4: 6,604 shares; 2026Q1: 6,752 shares; 2026Q2: 6,328 shares 6,328 $608K 0.05% -424 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,466 shares 4,466 $606K 0.05% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,312 shares; 2024Q4: 11,958 shares; 2025Q1: 23,966 shares; 2025Q2: 22,943 shares; 2025Q3: 51,431 shares; 2025Q4: 48,125 shares; 2026Q1: 40,264 shares; 2026Q2: 37,405 shares 37,405 $604K 0.05% -2,859 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,519 shares; 2025Q1: 1,631 shares; 2025Q2: 2,282 shares; 2025Q3: 3,754 shares; 2025Q4: 3,046 shares; 2026Q1: 3,685 shares; 2026Q2: 3,149 shares 3,149 $594K 0.05% -536 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; 2024Q3: 1,851 shares; 2024Q4: 1,756 shares; 2025Q1: 1,783 shares; 2025Q2: 1,826 shares; 2025Q3: 1,790 shares; 2025Q4: 1,751 shares; 2026Q1: 1,721 shares; 2026Q2: 1,725 shares 1,725 $594K 0.05% +4 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: not reported; 2025Q1: 2,238 shares; 2025Q2: 1,603 shares; 2025Q3: 1,906 shares; 2025Q4: 1,874 shares; 2026Q1: 1,875 shares; 2026Q2: 1,330 shares 1,330 $593K 0.05% -545 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 2,221 shares; 2025Q1: 4,337 shares; 2025Q2: 3,882 shares; 2025Q3: 4,165 shares; 2025Q4: 2,758 shares; 2026Q1: 3,722 shares; 2026Q2: 2,316 shares 2,316 $589K 0.05% -1,406 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 4,843 shares 4,843 $579K 0.05% +4,160 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,117 shares; 2025Q1: 1,112 shares; 2025Q2: 965 shares; 2025Q3: 947 shares; 2025Q4: 964 shares; 2026Q1: 904 shares; 2026Q2: 898 shares 898 $578K 0.05% -6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,431 shares; 2024Q4: 4,278 shares; 2025Q1: 6,166 shares; 2025Q2: 7,581 shares; 2025Q3: 6,769 shares; 2025Q4: 6,314 shares; 2026Q1: 5,529 shares; 2026Q2: 4,957 shares 4,957 $578K 0.05% -572 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,421 shares; 2025Q1: 13,630 shares; 2025Q2: 12,369 shares; 2025Q3: 11,265 shares; 2025Q4: not reported; 2026Q1: 11,985 shares; 2026Q2: 12,496 shares 12,496 $578K 0.05% +511 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 610 shares; 2025Q4: 602 shares; 2026Q1: 706 shares; 2026Q2: 755 shares 755 $576K 0.05% +49 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 6,572 shares; 2026Q1: 7,853 shares; 2026Q2: 6,036 shares 6,036 $574K 0.05% -1,817 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,138 shares; 2025Q1: 1,195 shares; 2025Q2: 1,596 shares; 2025Q3: 1,592 shares; 2025Q4: 1,655 shares; 2026Q1: 1,694 shares; 2026Q2: 1,474 shares 1,474 $570K 0.05% -220 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,528 shares 2,528 $566K 0.05% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,966 shares; 2024Q4: 4,711 shares; 2025Q1: 4,722 shares; 2025Q2: 4,742 shares; 2025Q3: 4,741 shares; 2025Q4: 4,335 shares; 2026Q1: 4,209 shares; 2026Q2: 3,954 shares 3,954 $561K 0.05% -255 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,528 shares 2,528 $559K 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,122 shares; 2025Q2: 5,335 shares; 2025Q3: 5,873 shares; 2025Q4: 6,122 shares; 2026Q1: 5,864 shares; 2026Q2: 5,780 shares 5,780 $558K 0.05% -84 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,254 shares 3,254 $556K 0.05% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,964 shares; 2024Q4: 5,318 shares; 2025Q1: 5,429 shares; 2025Q2: 10,645 shares; 2025Q3: 10,708 shares; 2025Q4: 10,147 shares; 2026Q1: 11,583 shares; 2026Q2: 11,526 shares 11,526 $554K 0.05% -57 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,296 shares; 2025Q4: 18,296 shares; 2026Q1: 18,296 shares; 2026Q2: 18,296 shares 18,296 $552K 0.05% 0 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,197 shares; 2024Q4: 17,197 shares; 2025Q1: 15,047 shares; 2025Q2: 15,047 shares; 2025Q3: 16,246 shares; 2025Q4: 16,246 shares; 2026Q1: 16,074 shares; 2026Q2: 16,074 shares 16,074 $546K 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,860 shares; 2024Q4: 9,676 shares; 2025Q1: 8,888 shares; 2025Q2: 8,037 shares; 2025Q3: 7,473 shares; 2025Q4: 7,896 shares; 2026Q1: 9,021 shares; 2026Q2: 8,666 shares 8,666 $545K 0.05% -355 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; 2024Q3: 13,307 shares; 2024Q4: 12,131 shares; 2025Q1: 7,097 shares; 2025Q2: 6,432 shares; 2025Q3: 6,287 shares; 2025Q4: 6,218 shares; 2026Q1: 6,223 shares; 2026Q2: 6,213 shares 6,213 $538K 0.05% -10 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: not reported; 2025Q1: 4,097 shares; 2025Q2: 3,956 shares; 2025Q3: 4,052 shares; 2025Q4: 4,116 shares; 2026Q1: 3,942 shares; 2026Q2: 5,994 shares 5,994 $532K 0.04% +2,052 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,152 shares; 2024Q4: 10,133 shares; 2025Q1: 10,233 shares; 2025Q2: 10,193 shares; 2025Q3: 9,375 shares; 2025Q4: 9,870 shares; 2026Q1: 7,100 shares; 2026Q2: 6,843 shares 6,843 $531K 0.04% -257 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,996 shares; 2025Q4: 43,785 shares; 2026Q1: 37,935 shares; 2026Q2: 38,129 shares 38,129 $526K 0.04% +194 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 6,359 shares; 2025Q1: 10,453 shares; 2025Q2: 6,840 shares; 2025Q3: 6,376 shares; 2025Q4: 5,800 shares; 2026Q1: 11,843 shares; 2026Q2: 11,054 shares 11,054 $524K 0.04% -789 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,646 shares; 2026Q2: 5,491 shares 5,491 $521K 0.04% -155 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,893 shares; 2025Q4: 2,709 shares; 2026Q1: not reported; 2026Q2: 4,983 shares 4,983 $518K 0.04% new Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,895 shares; 2025Q3: 14,895 shares; 2025Q4: 14,895 shares; 2026Q1: 14,895 shares; 2026Q2: 16,044 shares 16,044 $509K 0.04% +1,149 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,199 shares; 2024Q4: 5,182 shares; 2025Q1: 5,297 shares; 2025Q2: 5,306 shares; 2025Q3: 5,281 shares; 2025Q4: 5,440 shares; 2026Q1: 4,927 shares; 2026Q2: 5,269 shares 5,269 $503K 0.04% +342 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,641 shares; 2026Q1: 14,641 shares; 2026Q2: 14,641 shares 14,641 $502K 0.04% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 3,005 shares; 2025Q3: 2,843 shares; 2025Q4: 2,108 shares; 2026Q1: 3,805 shares; 2026Q2: 3,556 shares 3,556 $500K 0.04% -249 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,480 shares 13,480 $499K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,521 shares; 2024Q4: 3,427 shares; 2025Q1: 3,576 shares; 2025Q2: 3,567 shares; 2025Q3: 3,623 shares; 2025Q4: 3,562 shares; 2026Q1: 3,248 shares; 2026Q2: 3,181 shares 3,181 $499K 0.04% -67 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 1,931 shares; 2025Q1: 2,090 shares; 2025Q2: 2,264 shares; 2025Q3: 2,259 shares; 2025Q4: 2,157 shares; 2026Q1: 1,913 shares; 2026Q2: 1,768 shares 1,768 $497K 0.04% -145 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,162 shares; 2026Q1: 10,960 shares; 2026Q2: 11,576 shares 11,576 $496K 0.04% +616 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 44 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,784 shares 2,784 $496K 0.04% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,378 shares; 2024Q4: 20,856 shares; 2025Q1: 20,639 shares; 2025Q2: 20,984 shares; 2025Q3: 12,528 shares; 2025Q4: 12,526 shares; 2026Q1: 12,113 shares; 2026Q2: 12,125 shares 12,125 $491K 0.04% +12 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,005 shares; 2025Q1: 1,080 shares; 2025Q2: 1,058 shares; 2025Q3: 1,117 shares; 2025Q4: 1,186 shares; 2026Q1: 562 shares; 2026Q2: 471 shares 471 $491K 0.04% -91 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,128 shares; 2024Q4: 15,197 shares; 2025Q1: 9,582 shares; 2025Q2: 9,503 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,899 shares; 2026Q2: 5,785 shares 5,785 $489K 0.04% -114 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; 2024Q3: 3,613 shares; 2024Q4: 3,542 shares; 2025Q1: 2,492 shares; 2025Q2: 2,411 shares; 2025Q3: 2,346 shares; 2025Q4: 2,427 shares; 2026Q1: 5,728 shares; 2026Q2: 3,964 shares 3,964 $488K 0.04% -1,764 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 15,829 shares; 2025Q1: 19,359 shares; 2025Q2: 15,119 shares; 2025Q3: 12,511 shares; 2025Q4: 11,507 shares; 2026Q1: 15,601 shares; 2026Q2: 20,960 shares 20,960 $485K 0.04% +5,359 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares; 2026Q1: 4,572 shares; 2026Q2: 2,961 shares 2,961 $484K 0.04% -1,611 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,849 shares; 2025Q4: 20,200 shares; 2026Q1: 31,722 shares; 2026Q2: 36,124 shares 36,124 $483K 0.04% +4,402 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,164 shares; 2024Q4: 8,295 shares; 2025Q1: 8,334 shares; 2025Q2: 8,446 shares; 2025Q3: 8,381 shares; 2025Q4: 8,808 shares; 2026Q1: 9,236 shares; 2026Q2: 9,421 shares 9,421 $476K 0.04% +185 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,972 shares; 2024Q4: 8,921 shares; 2025Q1: 7,954 shares; 2025Q2: 7,941 shares; 2025Q3: 6,359 shares; 2025Q4: 5,828 shares; 2026Q1: 5,372 shares; 2026Q2: 4,079 shares 4,079 $466K 0.04% -1,293 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787 shares; 2024Q4: 1,763 shares; 2025Q1: 1,843 shares; 2025Q2: 1,874 shares; 2025Q3: 1,878 shares; 2025Q4: 1,826 shares; 2026Q1: 1,775 shares; 2026Q2: 1,716 shares 1,716 $464K 0.04% -59 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 3,167 shares; 2025Q1: 3,334 shares; 2025Q2: 3,620 shares; 2025Q3: 3,440 shares; 2025Q4: 3,400 shares; 2026Q1: 3,383 shares; 2026Q2: 3,678 shares 3,678 $463K 0.04% +295 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,115 shares; 2024Q4: 8,908 shares; 2025Q1: 10,464 shares; 2025Q2: 10,687 shares; 2025Q3: 10,729 shares; 2025Q4: 11,126 shares; 2026Q1: 12,769 shares; 2026Q2: 11,050 shares 11,050 $461K 0.04% -1,719 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,165 shares; 2024Q4: 3,872 shares; 2025Q1: 3,976 shares; 2025Q2: 3,920 shares; 2025Q3: 3,991 shares; 2025Q4: 3,742 shares; 2026Q1: 3,928 shares; 2026Q2: 3,936 shares 3,936 $458K 0.04% +8 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,803 shares; 2025Q1: 1,381 shares; 2025Q2: 1,249 shares; 2025Q3: 1,146 shares; 2025Q4: 815 shares; 2026Q1: not reported; 2026Q2: 633 shares 633 $458K 0.04% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares; 2026Q2: 1,700 shares 1,700 $457K 0.04% +149 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,683 shares; 2024Q4: 5,256 shares; 2025Q1: 4,269 shares; 2025Q2: 4,241 shares; 2025Q3: 4,292 shares; 2025Q4: 4,236 shares; 2026Q1: 5,386 shares; 2026Q2: 4,384 shares 4,384 $456K 0.04% -1,002 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,468 shares; 2025Q1: 5,505 shares; 2025Q2: 5,565 shares; 2025Q3: 5,626 shares; 2025Q4: 5,709 shares; 2026Q1: 6,133 shares; 2026Q2: 5,749 shares 5,749 $454K 0.04% -384 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,842 shares; 2025Q2: 3,265 shares; 2025Q3: 3,353 shares; 2025Q4: 3,373 shares; 2026Q1: 3,334 shares; 2026Q2: 3,121 shares 3,121 $451K 0.04% -213 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,555 shares; 2025Q1: 9,555 shares; 2025Q2: 9,555 shares; 2025Q3: 9,555 shares; 2025Q4: 12,178 shares; 2026Q1: 12,178 shares; 2026Q2: 12,178 shares 12,178 $450K 0.04% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 865 shares; 2025Q1: 941 shares; 2025Q2: 992 shares; 2025Q3: 913 shares; 2025Q4: 768 shares; 2026Q1: 832 shares; 2026Q2: 844 shares 844 $447K 0.04% +12 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,027 shares; 2024Q4: 18,801 shares; 2025Q1: 18,791 shares; 2025Q2: 17,912 shares; 2025Q3: 25,066 shares; 2025Q4: 23,896 shares; 2026Q1: 18,824 shares; 2026Q2: 17,254 shares 17,254 $446K 0.04% -1,570 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,295 shares; 2024Q4: 3,946 shares; 2025Q1: 4,936 shares; 2025Q2: 5,822 shares; 2025Q3: 5,632 shares; 2025Q4: 5,659 shares; 2026Q1: 5,598 shares; 2026Q2: 7,921 shares 7,921 $445K 0.04% +2,323 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 194 shares 194 $441K 0.04% -173 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 4,083 shares; 2025Q1: 3,447 shares; 2025Q2: 3,705 shares; 2025Q3: 2,704 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,786 shares 2,786 $441K 0.04% +76 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,413 shares; 2025Q2: 14,489 shares; 2025Q3: 31,782 shares; 2025Q4: 35,005 shares; 2026Q1: 7,304 shares; 2026Q2: 8,830 shares 8,830 $440K 0.04% +1,526 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 5,431 shares; 2026Q1: not reported; 2026Q2: 16,036 shares 16,036 $440K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,110 shares; 2024Q4: 6,081 shares; 2025Q1: 5,963 shares; 2025Q2: 5,837 shares; 2025Q3: 5,828 shares; 2025Q4: 5,658 shares; 2026Q1: 5,404 shares; 2026Q2: 5,405 shares 5,405 $439K 0.04% +1 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,185 shares; 2025Q4: 6,808 shares; 2026Q1: 6,578 shares; 2026Q2: 10,716 shares 10,716 $438K 0.04% +4,138 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,221 shares; 2025Q4: 15,221 shares; 2026Q1: 15,221 shares; 2026Q2: 15,221 shares 15,221 $436K 0.04% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,980 shares; 2024Q4: 11,974 shares; 2025Q1: 9,499 shares; 2025Q2: 9,996 shares; 2025Q3: 10,033 shares; 2025Q4: 12,472 shares; 2026Q1: 11,225 shares; 2026Q2: 7,923 shares 7,923 $433K 0.04% -3,302 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,072 shares; 2024Q4: 4,778 shares; 2025Q1: 4,633 shares; 2025Q2: 4,840 shares; 2025Q3: 4,787 shares; 2025Q4: 3,628 shares; 2026Q1: 3,581 shares; 2026Q2: 3,627 shares 3,627 $431K 0.04% +46 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: 1,831 shares; 2025Q1: 1,904 shares; 2025Q2: 1,893 shares; 2025Q3: 1,888 shares; 2025Q4: 1,905 shares; 2026Q1: 1,874 shares; 2026Q2: 1,880 shares 1,880 $430K 0.04% +6 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,190 shares; 2025Q1: 1,236 shares; 2025Q2: 1,274 shares; 2025Q3: 1,249 shares; 2025Q4: 1,327 shares; 2026Q1: 1,393 shares; 2026Q2: 1,422 shares 1,422 $429K 0.04% +29 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,809 shares 4,809 $429K 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,809 shares; 2024Q4: 2,685 shares; 2025Q1: 2,942 shares; 2025Q2: 2,878 shares; 2025Q3: 2,207 shares; 2025Q4: 1,594 shares; 2026Q1: 1,504 shares; 2026Q2: 1,462 shares 1,462 $429K 0.04% -42 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,886 shares; 2024Q4: 12,524 shares; 2025Q1: 13,565 shares; 2025Q2: 12,475 shares; 2025Q3: 7,634 shares; 2025Q4: 9,991 shares; 2026Q1: 12,456 shares; 2026Q2: 5,964 shares 5,964 $429K 0.04% -6,492 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,008 shares; 2024Q4: 2,881 shares; 2025Q1: 3,264 shares; 2025Q2: 3,859 shares; 2025Q3: 3,468 shares; 2025Q4: 3,421 shares; 2026Q1: 3,141 shares; 2026Q2: 2,642 shares 2,642 $428K 0.04% -499 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,944 shares; 2024Q4: 1,780 shares; 2025Q1: 1,731 shares; 2025Q2: 2,280 shares; 2025Q3: 2,275 shares; 2025Q4: 2,226 shares; 2026Q1: 2,322 shares; 2026Q2: 2,268 shares 2,268 $427K 0.04% -54 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,703 shares; 2024Q4: 13,703 shares; 2025Q1: 12,235 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares; 2025Q4: 11,220 shares; 2026Q1: 11,220 shares; 2026Q2: 11,220 shares 11,220 $426K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 2,559 shares; 2025Q1: 3,559 shares; 2025Q2: 1,236 shares; 2025Q3: 1,394 shares; 2025Q4: 1,244 shares; 2026Q1: 1,003 shares; 2026Q2: 1,153 shares 1,153 $425K 0.04% +150 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 2,057 shares; 2026Q2: 1,572 shares 1,572 $421K 0.04% -485 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,142 shares; 2025Q4: 4,777 shares; 2026Q1: 4,506 shares; 2026Q2: 6,875 shares 6,875 $418K 0.03% +2,369 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 747 shares; 2025Q4: 759 shares; 2026Q1: 835 shares; 2026Q2: 792 shares 792 $417K 0.03% -43 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,660 shares; 2025Q1: 1,750 shares; 2025Q2: 1,793 shares; 2025Q3: 1,778 shares; 2025Q4: 1,966 shares; 2026Q1: 2,325 shares; 2026Q2: 1,953 shares 1,953 $416K 0.03% -372 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,046 shares 9,046 $414K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,893 shares; 2025Q1: 2,052 shares; 2025Q2: 1,994 shares; 2025Q3: 2,033 shares; 2025Q4: 2,058 shares; 2026Q1: 1,770 shares; 2026Q2: 1,807 shares 1,807 $410K 0.03% +37 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,687 shares; 2024Q4: 7,431 shares; 2025Q1: 5,925 shares; 2025Q2: 5,809 shares; 2025Q3: 2,290 shares; 2025Q4: 2,108 shares; 2026Q1: 1,934 shares; 2026Q2: 1,958 shares 1,958 $409K 0.03% +24 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,069 shares; 2024Q4: 28,324 shares; 2025Q1: 37,278 shares; 2025Q2: not reported; 2025Q3: 38,421 shares; 2025Q4: 38,658 shares; 2026Q1: 40,157 shares; 2026Q2: 4,289 shares 4,289 $406K 0.03% -35,868 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,453 shares; 2024Q4: 1,483 shares; 2025Q1: 1,655 shares; 2025Q2: 1,716 shares; 2025Q3: 1,570 shares; 2025Q4: 1,649 shares; 2026Q1: 1,448 shares; 2026Q2: 1,430 shares 1,430 $403K 0.03% -18 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares; 2026Q2: 7,975 shares 7,975 $402K 0.03% +2,764 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,416 shares; 2025Q3: 10,416 shares; 2025Q4: 10,416 shares; 2026Q1: 10,416 shares; 2026Q2: 13,152 shares 13,152 $400K 0.03% +2,736 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,374 shares; 2024Q4: 3,304 shares; 2025Q1: 3,343 shares; 2025Q2: 3,667 shares; 2025Q3: 3,186 shares; 2025Q4: 3,441 shares; 2026Q1: 4,065 shares; 2026Q2: 4,110 shares 4,110 $398K 0.03% +45 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,008 shares; 2024Q4: 10,008 shares; 2025Q1: 10,008 shares; 2025Q2: 11,999 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares; 2026Q1: 11,092 shares; 2026Q2: 12,074 shares 12,074 $397K 0.03% +982 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 1,962 shares; 2025Q1: 2,105 shares; 2025Q2: 2,039 shares; 2025Q3: 2,093 shares; 2025Q4: 2,175 shares; 2026Q1: 2,407 shares; 2026Q2: 1,439 shares 1,439 $397K 0.03% -968 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,360 shares; 2024Q4: 3,280 shares; 2025Q1: 3,286 shares; 2025Q2: 3,352 shares; 2025Q3: 2,207 shares; 2025Q4: not reported; 2026Q1: 3,497 shares; 2026Q2: 3,584 shares 3,584 $395K 0.03% +87 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 2,890 shares; 2025Q1: 2,962 shares; 2025Q2: 3,793 shares; 2025Q3: 3,794 shares; 2025Q4: 3,823 shares; 2026Q1: 3,663 shares; 2026Q2: 3,571 shares 3,571 $393K 0.03% -92 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,187 shares; 2024Q4: 7,246 shares; 2025Q1: 7,307 shares; 2025Q2: 7,375 shares; 2025Q3: 7,450 shares; 2025Q4: 7,540 shares; 2026Q1: 7,633 shares; 2026Q2: 7,729 shares 7,729 $393K 0.03% +96 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,763 shares 4,763 $392K 0.03% new Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,076 shares; 2025Q4: 13,816 shares; 2026Q1: 13,816 shares; 2026Q2: 13,816 shares 13,816 $392K 0.03% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 941 shares; 2025Q3: 1,034 shares; 2025Q4: 1,420 shares; 2026Q1: 1,401 shares; 2026Q2: 1,408 shares 1,408 $392K 0.03% +7 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,542 shares; 2024Q4: 7,394 shares; 2025Q1: 7,156 shares; 2025Q2: 6,994 shares; 2025Q3: 5,715 shares; 2025Q4: 5,426 shares; 2026Q1: 4,718 shares; 2026Q2: 4,219 shares 4,219 $391K 0.03% -499 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,065 shares; 2025Q2: 5,673 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,049 shares 1,049 $388K 0.03% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,711 shares; 2024Q4: 55,176 shares; 2025Q1: 68,777 shares; 2025Q2: 67,893 shares; 2025Q3: 67,971 shares; 2025Q4: 71,025 shares; 2026Q1: 49,169 shares; 2026Q2: 47,266 shares 47,266 $386K 0.03% -1,903 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 654 shares; 2025Q2: 626 shares; 2025Q3: 620 shares; 2025Q4: 625 shares; 2026Q1: 430 shares; 2026Q2: 401 shares 401 $386K 0.03% -29 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 2,501 shares; 2025Q3: 2,502 shares; 2025Q4: not reported; 2026Q1: 2,501 shares; 2026Q2: 2,500 shares 2,500 $384K 0.03% -1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,419 shares; 2024Q4: 6,801 shares; 2025Q1: 6,898 shares; 2025Q2: 6,987 shares; 2025Q3: not reported; 2025Q4: 2,911 shares; 2026Q1: 3,013 shares; 2026Q2: 3,569 shares 3,569 $384K 0.03% +556 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,606 shares; 2025Q1: not reported; 2025Q2: 2,563 shares; 2025Q3: 2,386 shares; 2025Q4: 2,406 shares; 2026Q1: 2,758 shares; 2026Q2: 4,170 shares 4,170 $382K 0.03% +1,412 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,616 shares; 2024Q4: 7,814 shares; 2025Q1: 8,849 shares; 2025Q2: 8,656 shares; 2025Q3: 6,289 shares; 2025Q4: 5,540 shares; 2026Q1: 2,871 shares; 2026Q2: 2,435 shares 2,435 $381K 0.03% -436 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; 2024Q3: 1,062 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 957 shares 957 $379K 0.03% -130 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 398 shares; 2025Q1: 386 shares; 2025Q2: 393 shares; 2025Q3: 392 shares; 2025Q4: 399 shares; 2026Q1: 355 shares; 2026Q2: 334 shares 334 $379K 0.03% -21 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,349 shares; 2025Q1: 2,046 shares; 2025Q2: 2,758 shares; 2025Q3: 972 shares; 2025Q4: 2,530 shares; 2026Q1: 2,644 shares; 2026Q2: 2,691 shares 2,691 $378K 0.03% +47 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 5,327 shares; 2025Q1: 5,191 shares; 2025Q2: 5,320 shares; 2025Q3: 5,301 shares; 2025Q4: 5,493 shares; 2026Q1: 4,657 shares; 2026Q2: 4,718 shares 4,718 $375K 0.03% +61 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,809 shares; 2025Q1: 28,766 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,246 shares; 2026Q1: not reported; 2026Q2: 5,455 shares 5,455 $373K 0.03% new Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,028 shares 11,028 $373K 0.03% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,240 shares; 2025Q1: 1,312 shares; 2025Q2: 1,314 shares; 2025Q3: 1,336 shares; 2025Q4: 1,356 shares; 2026Q1: 1,404 shares; 2026Q2: 1,443 shares 1,443 $372K 0.03% +39 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 893 shares; 2025Q4: 803 shares; 2026Q1: 1,040 shares; 2026Q2: 991 shares 991 $372K 0.03% -49 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,786 shares; 2026Q2: 9,760 shares 9,760 $371K 0.03% +1,974 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares; 2026Q2: 1,559 shares 1,559 $370K 0.03% +381 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,092 shares; 2024Q4: 10,888 shares; 2025Q1: 10,943 shares; 2025Q2: 10,981 shares; 2025Q3: 11,309 shares; 2025Q4: 8,549 shares; 2026Q1: 2,584 shares; 2026Q2: 2,685 shares 2,685 $367K 0.03% +101 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,287 shares; 2026Q1: 2,572 shares; 2026Q2: 3,734 shares 3,734 $367K 0.03% +1,162 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,441 shares; 2025Q4: not reported; 2026Q1: 4,440 shares; 2026Q2: 5,059 shares 5,059 $366K 0.03% +619 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,924 shares; 2025Q4: 11,588 shares; 2026Q1: 10,319 shares; 2026Q2: 10,417 shares 10,417 $366K 0.03% +98 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 968 shares; 2025Q1: 1,118 shares; 2025Q2: 1,069 shares; 2025Q3: 819 shares; 2025Q4: 792 shares; 2026Q1: 655 shares; 2026Q2: 650 shares 650 $365K 0.03% -5 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,043 shares; 2024Q4: not reported; 2025Q1: 14,128 shares; 2025Q2: 14,455 shares; 2025Q3: 14,153 shares; 2025Q4: 14,104 shares; 2026Q1: 13,615 shares; 2026Q2: 13,214 shares 13,214 $363K 0.03% -401 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; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,269 shares; 2026Q1: 2,269 shares; 2026Q2: 1,950 shares 1,950 $359K 0.03% -319 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,918 shares; 2024Q4: 2,902 shares; 2025Q1: 2,930 shares; 2025Q2: 2,933 shares; 2025Q3: 2,923 shares; 2025Q4: 2,939 shares; 2026Q1: 2,922 shares; 2026Q2: 3,222 shares 3,222 $358K 0.03% +300 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 3,270 shares; 2025Q2: 3,605 shares; 2025Q3: 3,583 shares; 2025Q4: 4,014 shares; 2026Q1: 4,267 shares; 2026Q2: 4,358 shares 4,358 $355K 0.03% +91 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,482 shares; 2024Q4: 3,721 shares; 2025Q1: 3,779 shares; 2025Q2: 4,539 shares; 2025Q3: 4,986 shares; 2025Q4: 7,488 shares; 2026Q1: 6,411 shares; 2026Q2: 5,164 shares 5,164 $353K 0.03% -1,247 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: 1,290 shares; 2026Q1: 1,101 shares; 2026Q2: 1,003 shares 1,003 $351K 0.03% -98 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 5,994 shares; 2026Q1: 6,213 shares; 2026Q2: 6,311 shares 6,311 $351K 0.03% +98 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,284 shares; 2025Q1: 3,530 shares; 2025Q2: 3,651 shares; 2025Q3: 2,775 shares; 2025Q4: 4,110 shares; 2026Q1: 4,082 shares; 2026Q2: 3,994 shares 3,994 $347K 0.03% -88 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 2,091 shares; 2025Q3: 2,029 shares; 2025Q4: 2,142 shares; 2026Q1: 2,529 shares; 2026Q2: 2,543 shares 2,543 $347K 0.03% +14 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,894 shares; 2025Q4: 4,390 shares; 2026Q1: 2,928 shares; 2026Q2: 3,944 shares 3,944 $347K 0.03% +1,016 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,088 shares; 2024Q4: 3,123 shares; 2025Q1: 2,707 shares; 2025Q2: 2,851 shares; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 947 shares; 2026Q2: 1,015 shares 1,015 $346K 0.03% +68 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 333 shares; 2025Q1: 326 shares; 2025Q2: 4,567 shares; 2025Q3: 4,554 shares; 2025Q4: 4,435 shares; 2026Q1: 4,467 shares; 2026Q2: 3,742 shares 3,742 $345K 0.03% -725 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 1,606 shares; 2025Q1: not reported; 2025Q2: 2,279 shares; 2025Q3: not reported; 2025Q4: 2,199 shares; 2026Q1: 2,297 shares; 2026Q2: 2,461 shares 2,461 $344K 0.03% +164 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,848 shares; 2026Q2: 3,848 shares 3,848 $342K 0.03% +1,000 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 920 shares; 2025Q1: 931 shares; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 910 shares; 2026Q1: 945 shares; 2026Q2: 952 shares 952 $342K 0.03% +7 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,345 shares; 2024Q4: 20,345 shares; 2025Q1: 20,345 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares; 2025Q4: 36,036 shares; 2026Q1: 36,036 shares; 2026Q2: 36,036 shares 36,036 $342K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 493 shares; 2025Q1: 482 shares; 2025Q2: 569 shares; 2025Q3: 551 shares; 2025Q4: 544 shares; 2026Q1: 554 shares; 2026Q2: 537 shares 537 $341K 0.03% -17 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,611 shares; 2025Q2: 11,471 shares; 2025Q3: 11,979 shares; 2025Q4: 12,871 shares; 2026Q1: 12,851 shares; 2026Q2: 13,234 shares 13,234 $341K 0.03% +383 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,902 shares; 2024Q4: 6,138 shares; 2025Q1: 6,157 shares; 2025Q2: 6,215 shares; 2025Q3: 6,345 shares; 2025Q4: 8,203 shares; 2026Q1: 6,117 shares; 2026Q2: 6,293 shares 6,293 $339K 0.03% +176 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,208 shares; 2024Q4: 2,229 shares; 2025Q1: 2,210 shares; 2025Q2: 2,294 shares; 2025Q3: 2,301 shares; 2025Q4: 2,395 shares; 2026Q1: 2,360 shares; 2026Q2: 2,339 shares 2,339 $339K 0.03% -21 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; 2024Q3: 9,249 shares; 2024Q4: 8,559 shares; 2025Q1: 9,538 shares; 2025Q2: 9,492 shares; 2025Q3: 8,762 shares; 2025Q4: 8,402 shares; 2026Q1: 8,510 shares; 2026Q2: 3,527 shares 3,527 $338K 0.03% -4,983 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,413 shares; 2025Q2: 5,247 shares; 2025Q3: 4,899 shares; 2025Q4: 4,829 shares; 2026Q1: 4,862 shares; 2026Q2: 3,342 shares 3,342 $338K 0.03% -1,520 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,265 shares; 2024Q4: 7,265 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares; 2026Q1: 9,396 shares; 2026Q2: 9,396 shares 9,396 $338K 0.03% 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; 2024Q3: 4,084 shares; 2024Q4: 3,539 shares; 2025Q1: 2,888 shares; 2025Q2: 3,079 shares; 2025Q3: 3,085 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,997 shares 3,997 $338K 0.03% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 6,738 shares; 2025Q1: 8,620 shares; 2025Q2: 8,622 shares; 2025Q3: 10,374 shares; 2025Q4: 9,838 shares; 2026Q1: 8,888 shares; 2026Q2: 8,888 shares 8,888 $337K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,522 shares; 2024Q4: 10,669 shares; 2025Q1: 11,092 shares; 2025Q2: 11,675 shares; 2025Q3: 11,770 shares; 2025Q4: 11,573 shares; 2026Q1: 10,813 shares; 2026Q2: 10,423 shares 10,423 $333K 0.03% -390 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,699 shares; 2024Q4: 3,632 shares; 2025Q1: 3,558 shares; 2025Q2: 2,743 shares; 2025Q3: 2,366 shares; 2025Q4: 2,194 shares; 2026Q1: 2,012 shares; 2026Q2: 2,276 shares 2,276 $333K 0.03% +264 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 6,883 shares; 2025Q1: 4,252 shares; 2025Q2: 4,564 shares; 2025Q3: 3,372 shares; 2025Q4: 3,380 shares; 2026Q1: 3,678 shares; 2026Q2: 3,545 shares 3,545 $332K 0.03% -133 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 726 shares; 2026Q1: 763 shares; 2026Q2: 788 shares 788 $332K 0.03% +25 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 822 shares; 2024Q4: 803 shares; 2025Q1: 806 shares; 2025Q2: 584 shares; 2025Q3: 507 shares; 2025Q4: 520 shares; 2026Q1: 554 shares; 2026Q2: 576 shares 576 $330K 0.03% +22 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,127 shares; 2024Q4: 3,048 shares; 2025Q1: 3,073 shares; 2025Q2: 2,472 shares; 2025Q3: 2,512 shares; 2025Q4: 2,595 shares; 2026Q1: 2,602 shares; 2026Q2: 2,458 shares 2,458 $330K 0.03% -144 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: not reported; 2025Q1: 4,259 shares; 2025Q2: 3,870 shares; 2025Q3: 3,510 shares; 2025Q4: 3,345 shares; 2026Q1: 3,035 shares; 2026Q2: 2,572 shares 2,572 $329K 0.03% -463 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares; 2026Q1: 7,866 shares; 2026Q2: 7,866 shares 7,866 $328K 0.03% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $326K 0.03% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: 2,335 shares; 2025Q1: 2,283 shares; 2025Q2: 2,339 shares; 2025Q3: 2,341 shares; 2025Q4: 2,432 shares; 2026Q1: 1,990 shares; 2026Q2: 2,024 shares 2,024 $325K 0.03% +34 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,074 shares; 2025Q1: 1,056 shares; 2025Q2: 1,081 shares; 2025Q3: 1,075 shares; 2025Q4: 1,128 shares; 2026Q1: 1,116 shares; 2026Q2: 1,133 shares 1,133 $322K 0.03% +17 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,338 shares; 2024Q4: 19,387 shares; 2025Q1: 20,238 shares; 2025Q2: 18,013 shares; 2025Q3: 15,612 shares; 2025Q4: 7,413 shares; 2026Q1: 9,690 shares; 2026Q2: 17,789 shares 17,789 $322K 0.03% +8,099 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 983 shares; 2025Q1: 986 shares; 2025Q2: 988 shares; 2025Q3: not reported; 2025Q4: 1,026 shares; 2026Q1: 1,034 shares; 2026Q2: 1,313 shares 1,313 $320K 0.03% +279 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,062 shares; 2024Q4: 4,716 shares; 2025Q1: 4,276 shares; 2025Q2: 4,274 shares; 2025Q3: 4,247 shares; 2025Q4: 4,450 shares; 2026Q1: 4,267 shares; 2026Q2: 3,647 shares 3,647 $318K 0.03% -620 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,921 shares; 2024Q4: 3,931 shares; 2025Q1: 4,147 shares; 2025Q2: 4,838 shares; 2025Q3: 2,560 shares; 2025Q4: 3,035 shares; 2026Q1: 3,312 shares; 2026Q2: 3,469 shares 3,469 $318K 0.03% +157 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,138 shares; 2024Q4: 3,998 shares; 2025Q1: 3,972 shares; 2025Q2: 4,313 shares; 2025Q3: 4,941 shares; 2025Q4: 3,976 shares; 2026Q1: 4,098 shares; 2026Q2: 3,303 shares 3,303 $316K 0.03% -795 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,387 shares; 2024Q4: 38,470 shares; 2025Q1: 41,334 shares; 2025Q2: 37,037 shares; 2025Q3: 35,963 shares; 2025Q4: 36,993 shares; 2026Q1: 38,726 shares; 2026Q2: 37,237 shares 37,237 $314K 0.03% -1,489 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,328 shares; 2025Q3: 2,324 shares; 2025Q4: not reported; 2026Q1: 2,801 shares; 2026Q2: 2,417 shares 2,417 $305K 0.03% -384 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 3,849 shares; 2025Q1: 4,059 shares; 2025Q2: 4,230 shares; 2025Q3: 3,809 shares; 2025Q4: 4,429 shares; 2026Q1: 4,508 shares; 2026Q2: 4,251 shares 4,251 $305K 0.03% -257 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,276 shares; 2026Q1: 8,276 shares; 2026Q2: 8,276 shares 8,276 $304K 0.03% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,271 shares; 2024Q4: 10,957 shares; 2025Q1: 9,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares; 2026Q1: 2,894 shares; 2026Q2: 2,643 shares 2,643 $304K 0.03% -251 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,170 shares; 2025Q4: 3,831 shares; 2026Q1: 2,925 shares; 2026Q2: 3,621 shares 3,621 $303K 0.03% +696 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 766 shares; 2025Q1: 814 shares; 2025Q2: 866 shares; 2025Q3: 853 shares; 2025Q4: 856 shares; 2026Q1: 1,011 shares; 2026Q2: 962 shares 962 $302K 0.03% -49 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,648 shares 22,648 $301K 0.03% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,954 shares 11,954 $299K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,933 shares; 2024Q4: 5,332 shares; 2025Q1: 3,637 shares; 2025Q2: 3,654 shares; 2025Q3: 3,725 shares; 2025Q4: 5,881 shares; 2026Q1: 6,286 shares; 2026Q2: 5,621 shares 5,621 $299K 0.02% -665 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,378 shares; 2025Q1: 2,360 shares; 2025Q2: 2,368 shares; 2025Q3: 2,211 shares; 2025Q4: 2,078 shares; 2026Q1: 2,368 shares; 2026Q2: 2,072 shares 2,072 $297K 0.02% -296 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,471 shares 1,471 $296K 0.02% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,601 shares; 2024Q4: 2,598 shares; 2025Q1: 2,633 shares; 2025Q2: 2,667 shares; 2025Q3: 2,645 shares; 2025Q4: 2,784 shares; 2026Q1: 2,858 shares; 2026Q2: 2,579 shares 2,579 $295K 0.02% -279 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,201 shares; 2024Q4: 5,845 shares; 2025Q1: 5,274 shares; 2025Q2: 4,505 shares; 2025Q3: 3,507 shares; 2025Q4: 2,560 shares; 2026Q1: not reported; 2026Q2: 1,590 shares 1,590 $294K 0.02% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 2,719 shares; 2025Q4: 2,613 shares; 2026Q1: 1,883 shares; 2026Q2: 1,633 shares 1,633 $294K 0.02% -250 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,074 shares; 2026Q2: 3,311 shares 3,311 $293K 0.02% -763 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,315 shares 1,315 $293K 0.02% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,854 shares; 2026Q2: 3,732 shares 3,732 $291K 0.02% -122 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 14,169 shares; 2025Q3: 20,589 shares; 2025Q4: 13,932 shares; 2026Q1: 17,261 shares; 2026Q2: 10,974 shares 10,974 $291K 0.02% -6,287 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,318 shares 9,318 $291K 0.02% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,777 shares; 2025Q1: 3,749 shares; 2025Q2: 3,781 shares; 2025Q3: 3,812 shares; 2025Q4: 3,969 shares; 2026Q1: 4,004 shares; 2026Q2: 3,849 shares 3,849 $289K 0.02% -155 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 804 shares; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 964 shares; 2026Q2: 871 shares 871 $288K 0.02% -93 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 457 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 485 shares; 2026Q2: 461 shares 461 $288K 0.02% -24 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 435 shares 435 $285K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,199 shares; 2026Q1: 13,448 shares; 2026Q2: 8,321 shares 8,321 $283K 0.02% -5,127 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 996 shares; 2025Q1: 945 shares; 2025Q2: 978 shares; 2025Q3: 960 shares; 2025Q4: 978 shares; 2026Q1: 1,029 shares; 2026Q2: 1,070 shares 1,070 $282K 0.02% +41 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685 shares; 2024Q4: 513 shares; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 605 shares; 2025Q4: 608 shares; 2026Q1: 640 shares; 2026Q2: 624 shares 624 $281K 0.02% -16 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,929 shares; 2024Q4: 14,550 shares; 2025Q1: 14,233 shares; 2025Q2: 14,235 shares; 2025Q3: 14,046 shares; 2025Q4: 14,070 shares; 2026Q1: 7,619 shares; 2026Q2: 7,629 shares 7,629 $280K 0.02% +10 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 199 shares; 2025Q1: 294 shares; 2025Q2: 281 shares; 2025Q3: 250 shares; 2025Q4: 220 shares; 2026Q1: 213 shares; 2026Q2: 165 shares 165 $280K 0.02% -48 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 1,419 shares; 2025Q1: 1,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,455 shares; 2026Q1: 1,390 shares; 2026Q2: 1,354 shares 1,354 $280K 0.02% -36 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,885 shares; 2025Q1: 1,971 shares; 2025Q2: 1,798 shares; 2025Q3: 1,770 shares; 2025Q4: 1,832 shares; 2026Q1: 1,807 shares; 2026Q2: 1,740 shares 1,740 $279K 0.02% -67 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,209 shares; 2024Q4: 17,543 shares; 2025Q1: 18,363 shares; 2025Q2: 19,224 shares; 2025Q3: 20,330 shares; 2025Q4: 20,472 shares; 2026Q1: 18,920 shares; 2026Q2: 19,077 shares 19,077 $277K 0.02% +157 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 711 shares; 2025Q1: 647 shares; 2025Q2: 560 shares; 2025Q3: 546 shares; 2025Q4: 477 shares; 2026Q1: 521 shares; 2026Q2: 492 shares 492 $276K 0.02% -29 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,526 shares; 2026Q2: 1,781 shares 1,781 $275K 0.02% +255 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,008 shares; 2025Q3: 4,310 shares; 2025Q4: 3,809 shares; 2026Q1: 3,975 shares; 2026Q2: 2,664 shares 2,664 $274K 0.02% -1,311 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815 $272K 0.02% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,561 shares; 2025Q3: 5,550 shares; 2025Q4: 5,536 shares; 2026Q1: 5,497 shares; 2026Q2: 4,008 shares 4,008 $271K 0.02% -1,489 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 533 shares; 2025Q1: 565 shares; 2025Q2: 607 shares; 2025Q3: 630 shares; 2025Q4: 597 shares; 2026Q1: 851 shares; 2026Q2: 817 shares 817 $269K 0.02% -34 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,105 shares; 2026Q2: 1,051 shares 1,051 $269K 0.02% -54 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,028 shares; 2026Q2: 2,936 shares 2,936 $268K 0.02% -1,092 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,725 shares; 2025Q1: not reported; 2025Q2: 1,655 shares; 2025Q3: 1,665 shares; 2025Q4: 1,483 shares; 2026Q1: 1,484 shares; 2026Q2: 1,432 shares 1,432 $265K 0.02% -52 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 348 shares; 2025Q1: 366 shares; 2025Q2: 360 shares; 2025Q3: 339 shares; 2025Q4: 254 shares; 2026Q1: 225 shares; 2026Q2: 222 shares 222 $265K 0.02% -3 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 951 shares; 2026Q1: 934 shares; 2026Q2: 912 shares 912 $265K 0.02% -22 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,154 shares; 2025Q1: 1,326 shares; 2025Q2: 1,549 shares; 2025Q3: 1,523 shares; 2025Q4: 899 shares; 2026Q1: 1,476 shares; 2026Q2: 1,227 shares 1,227 $264K 0.02% -249 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 759 shares; 2025Q2: 660 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares; 2026Q2: 571 shares 571 $262K 0.02% -341 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,792 shares; 2024Q4: 19,267 shares; 2025Q1: 15,035 shares; 2025Q2: 10,448 shares; 2025Q3: 8,317 shares; 2025Q4: 7,049 shares; 2026Q1: 2,649 shares; 2026Q2: 2,059 shares 2,059 $260K 0.02% -590 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,563 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,324 shares; 2025Q4: 2,520 shares; 2026Q1: 2,583 shares; 2026Q2: 1,869 shares 1,869 $257K 0.02% -714 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,181 shares 5,181 $257K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: not reported; 2026Q1: 198 shares; 2026Q2: 186 shares 186 $257K 0.02% -12 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares; 2026Q2: 1,498 shares 1,498 $253K 0.02% +134 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 2,612 shares; 2025Q1: 2,120 shares; 2025Q2: 2,234 shares; 2025Q3: 2,130 shares; 2025Q4: 2,287 shares; 2026Q1: 1,909 shares; 2026Q2: 1,947 shares 1,947 $253K 0.02% +38 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,332 shares; 2024Q4: 5,004 shares; 2025Q1: 5,012 shares; 2025Q2: 3,953 shares; 2025Q3: 3,969 shares; 2025Q4: 4,000 shares; 2026Q1: 3,988 shares; 2026Q2: 3,435 shares 3,435 $252K 0.02% -553 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares 652 $251K 0.02% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,855 shares; 2026Q1: 3,959 shares; 2026Q2: 3,861 shares 3,861 $250K 0.02% -98 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares; 2026Q1: not reported; 2026Q2: 1,118 shares 1,118 $247K 0.02% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,294 shares; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 4,553 shares; 2025Q4: 4,944 shares; 2026Q1: 4,203 shares; 2026Q2: 4,240 shares 4,240 $247K 0.02% +37 Timeline