AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,775 shares; 2024Q4: 605,770 shares; 2025Q1: 615,532 shares; 2025Q2: 707,040 shares; 2025Q3: 734,485 shares; 2025Q4: 877,186 shares; 2026Q1: 870,139 shares; 2026Q2: 778,238 shares 778,238 $199M 3.29% -91,901 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: 220,021 shares; 2024Q4: 238,549 shares; 2025Q1: 225,575 shares; 2025Q2: 223,470 shares; 2025Q3: 243,333 shares; 2025Q4: 267,475 shares; 2026Q1: 239,969 shares; 2026Q2: 236,304 shares 236,304 $143M 2.37% -3,665 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: 153,683 shares; 2024Q4: 179,913 shares; 2025Q1: 188,169 shares; 2025Q2: 222,977 shares; 2025Q3: 223,053 shares; 2025Q4: 272,424 shares; 2026Q1: 280,488 shares; 2026Q2: 262,135 shares 262,135 $97.1M 1.61% -18,353 Timeline BSV 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: 186,699 shares; 2024Q4: 344,771 shares; 2025Q1: 845,784 shares; 2025Q2: 898,178 shares; 2025Q3: 965,926 shares; 2025Q4: 1,098,909 shares; 2026Q1: 1,165,049 shares; 2026Q2: 1,173,676 shares 1,173,676 $92M 1.52% +8,627 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: 216,607 shares; 2024Q4: 246,427 shares; 2025Q1: 1,230,069 shares; 2025Q2: 1,257,410 shares; 2025Q3: 1,237,558 shares; 2025Q4: 1,331,691 shares; 2026Q1: 1,173,658 shares; 2026Q2: 1,172,238 shares 1,172,238 $89.8M 1.49% -1,420 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: 33,296 shares; 2024Q4: 45,693 shares; 2025Q1: 47,924 shares; 2025Q2: 48,576 shares; 2025Q3: 50,772 shares; 2025Q4: 95,079 shares; 2026Q1: 105,508 shares; 2026Q2: 122,271 shares 122,271 $86.3M 1.43% +16,763 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: 181,209 shares; 2024Q4: 219,904 shares; 2025Q1: 227,660 shares; 2025Q2: 233,118 shares; 2025Q3: 251,654 shares; 2025Q4: 274,761 shares; 2026Q1: 270,534 shares; 2026Q2: 261,230 shares 261,230 $76M 1.26% -9,304 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: 148,326 shares; 2024Q4: 253,065 shares; 2025Q1: 266,136 shares; 2025Q2: 289,368 shares; 2025Q3: 336,191 shares; 2025Q4: 475,581 shares; 2026Q1: 478,296 shares; 2026Q2: 419,165 shares 419,165 $74.8M 1.24% -59,131 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: 214,305 shares; 2024Q4: 243,408 shares; 2025Q1: 255,710 shares; 2025Q2: 283,913 shares; 2025Q3: 299,303 shares; 2025Q4: 379,531 shares; 2026Q1: 381,974 shares; 2026Q2: 342,406 shares 342,406 $72.2M 1.2% -39,568 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: 190,752 shares; 2024Q4: 200,437 shares; 2025Q1: 208,155 shares; 2025Q2: 231,592 shares; 2025Q3: 233,593 shares; 2025Q4: 246,018 shares; 2026Q1: 240,938 shares; 2026Q2: 235,534 shares 235,534 $69.5M 1.15% -5,404 Timeline BIV 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: 17,452 shares; 2024Q4: 138,471 shares; 2025Q1: 535,493 shares; 2025Q2: 558,349 shares; 2025Q3: 576,359 shares; 2025Q4: 642,062 shares; 2026Q1: 789,396 shares; 2026Q2: 793,535 shares 793,535 $61.2M 1.01% +4,139 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,084 shares; 2024Q4: 53,978 shares; 2025Q1: 1,102,992 shares; 2025Q2: 137,255 shares; 2025Q3: 134,750 shares; 2025Q4: 980,974 shares; 2026Q1: 1,977,398 shares; 2026Q2: 1,970,475 shares 1,970,475 $60.2M 1% -6,923 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: 377,930 shares; 2024Q4: 397,679 shares; 2025Q1: 393,551 shares; 2025Q2: 407,894 shares; 2025Q3: 402,429 shares; 2025Q4: 573,388 shares; 2026Q1: 863,858 shares; 2026Q2: 864,110 shares 864,110 $56.7M 0.94% +252 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: 131,500 shares; 2024Q4: 153,623 shares; 2025Q1: 158,084 shares; 2025Q2: 158,445 shares; 2025Q3: 153,007 shares; 2025Q4: 177,710 shares; 2026Q1: 177,753 shares; 2026Q2: 174,254 shares 174,254 $55.5M 0.92% -3,499 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: 149,907 shares; 2024Q4: 160,526 shares; 2025Q1: 163,363 shares; 2025Q2: 171,911 shares; 2025Q3: 175,374 shares; 2025Q4: 190,654 shares; 2026Q1: 195,709 shares; 2026Q2: 187,224 shares 187,224 $54.2M 0.9% -8,485 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,609 shares; 2024Q4: 1,188,845 shares; 2025Q1: 521,462 shares; 2025Q2: 1,343,084 shares; 2025Q3: 1,366,416 shares; 2025Q4: 1,003,044 shares; 2026Q1: 1,798,863 shares; 2026Q2: 1,790,665 shares 1,790,665 $53.7M 0.89% -8,198 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: 557,085 shares; 2024Q4: 557,447 shares; 2025Q1: 557,496 shares; 2025Q2: 558,256 shares; 2025Q3: 558,279 shares; 2025Q4: 558,887 shares; 2026Q1: 558,715 shares; 2026Q2: 558,779 shares 558,779 $52.1M 0.86% +64 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804,475 shares; 2024Q4: 837,032 shares; 2025Q1: 869,939 shares; 2025Q2: 946,574 shares; 2025Q3: 971,163 shares; 2025Q4: 994,418 shares; 2026Q1: 1,032,454 shares; 2026Q2: 1,032,454 shares 1,032,454 $52.1M 0.86% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,960 shares; 2024Q4: 72,792 shares; 2025Q1: 75,220 shares; 2025Q2: 76,267 shares; 2025Q3: 77,015 shares; 2025Q4: 93,212 shares; 2026Q1: 94,088 shares; 2026Q2: 87,356 shares 87,356 $49.9M 0.83% -6,732 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: 35,946 shares; 2024Q4: 42,261 shares; 2025Q1: 42,756 shares; 2025Q2: 57,367 shares; 2025Q3: 58,783 shares; 2025Q4: 78,755 shares; 2026Q1: 76,584 shares; 2026Q2: 74,539 shares 74,539 $49.9M 0.83% -2,045 Timeline AVUS 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: 256,985 shares; 2024Q4: 273,077 shares; 2025Q1: 300,727 shares; 2025Q2: 366,093 shares; 2025Q3: 385,370 shares; 2025Q4: 413,937 shares; 2026Q1: 441,517 shares; 2026Q2: 441,517 shares 441,517 $49.1M 0.81% 0 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: 112,303 shares; 2024Q4: 8,388 shares; 2025Q1: 212,043 shares; 2025Q2: 15,198 shares; 2025Q3: 16,355 shares; 2025Q4: 240,141 shares; 2026Q1: 238,627 shares; 2026Q2: 225,386 shares 225,386 $48.3M 0.8% -13,241 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: 43,898 shares; 2024Q4: 65,297 shares; 2025Q1: 60,879 shares; 2025Q2: 65,983 shares; 2025Q3: 68,092 shares; 2025Q4: 91,277 shares; 2026Q1: 90,781 shares; 2026Q2: 75,987 shares 75,987 $43.9M 0.73% -14,794 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,196 shares; 2024Q4: 159,813 shares; 2025Q1: 123,382 shares; 2025Q2: 1,635,660 shares; 2025Q3: 1,646,734 shares; 2025Q4: 1,695,498 shares; 2026Q1: 1,646,543 shares; 2026Q2: 1,646,061 shares 1,646,061 $42.3M 0.7% -482 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,078 shares; 2024Q4: 6,757 shares; 2025Q1: 193,510 shares; 2025Q2: 7,545 shares; 2025Q3: 362,321 shares; 2025Q4: 300,601 shares; 2026Q1: 342,789 shares; 2026Q2: 342,539 shares 342,539 $40.6M 0.67% -250 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: 306,843 shares; 2024Q4: 314,821 shares; 2025Q1: 406,533 shares; 2025Q2: 417,496 shares; 2025Q3: 408,858 shares; 2025Q4: 461,681 shares; 2026Q1: 462,081 shares; 2026Q2: 462,244 shares 462,244 $40.3M 0.67% +163 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: 124,285 shares; 2024Q4: 148,604 shares; 2025Q1: 157,375 shares; 2025Q2: 230,221 shares; 2025Q3: 242,804 shares; 2025Q4: 303,136 shares; 2026Q1: 285,415 shares; 2026Q2: 227,794 shares 227,794 $38.6M 0.64% -57,621 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: 252,282 shares; 2024Q4: 271,515 shares; 2025Q1: 285,291 shares; 2025Q2: 279,379 shares; 2025Q3: 293,866 shares; 2025Q4: 320,214 shares; 2026Q1: 303,883 shares; 2026Q2: 291,493 shares 291,493 $36.2M 0.6% -12,390 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,809 shares; 2024Q4: 6,711 shares; 2025Q1: 222,382 shares; 2025Q2: 4,648 shares; 2025Q3: 215,044 shares; 2025Q4: 255,860 shares; 2026Q1: 265,442 shares; 2026Q2: 265,442 shares 265,442 $35.2M 0.58% 0 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: 82,736 shares; 2024Q4: 94,923 shares; 2025Q1: 96,431 shares; 2025Q2: 131,395 shares; 2025Q3: 134,893 shares; 2025Q4: 161,343 shares; 2026Q1: 153,618 shares; 2026Q2: 138,212 shares 138,212 $33.8M 0.56% -15,406 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: 91,877 shares; 2024Q4: 98,889 shares; 2025Q1: 104,047 shares; 2025Q2: 106,598 shares; 2025Q3: 105,584 shares; 2025Q4: 119,198 shares; 2026Q1: 118,515 shares; 2026Q2: 110,108 shares 110,108 $33.4M 0.55% -8,407 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: 263,508 shares; 2024Q4: 211,148 shares; 2025Q1: 248,330 shares; 2025Q2: 237,577 shares; 2025Q3: 235,882 shares; 2025Q4: 584,856 shares; 2026Q1: 611,837 shares; 2026Q2: 709,293 shares 709,293 $32.7M 0.54% +97,456 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: 50,097 shares; 2024Q4: 51,625 shares; 2025Q1: 67,927 shares; 2025Q2: 67,146 shares; 2025Q3: 66,645 shares; 2025Q4: 99,246 shares; 2026Q1: 100,215 shares; 2026Q2: 97,232 shares 97,232 $32.6M 0.54% -2,983 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: 4,077 shares; 2024Q4: not reported; 2025Q1: 308,537 shares; 2025Q2: 295,566 shares; 2025Q3: 321,227 shares; 2025Q4: 345,191 shares; 2026Q1: 308,576 shares; 2026Q2: 309,836 shares 309,836 $32M 0.53% +1,260 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: 111,809 shares; 2024Q4: 273,758 shares; 2025Q1: 394,744 shares; 2025Q2: 413,047 shares; 2025Q3: 426,119 shares; 2025Q4: 491,639 shares; 2026Q1: 363,471 shares; 2026Q2: 348,586 shares 348,586 $31.8M 0.53% -14,885 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: 271,973 shares; 2024Q4: 587,869 shares; 2025Q1: 363,967 shares; 2025Q2: 744,016 shares; 2025Q3: 729,990 shares; 2025Q4: 530,908 shares; 2026Q1: 257,450 shares; 2026Q2: 254,859 shares 254,859 $31.3M 0.52% -2,591 Timeline IDEV 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: 3,360 shares; 2025Q1: 109,529 shares; 2025Q2: 112,673 shares; 2025Q3: 122,830 shares; 2025Q4: 140,595 shares; 2026Q1: 366,623 shares; 2026Q2: 366,579 shares 366,579 $30.6M 0.51% -44 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556,704 shares; 2025Q2: 589,605 shares; 2025Q3: 635,387 shares; 2025Q4: 715,468 shares; 2026Q1: 766,554 shares; 2026Q2: 766,553 shares 766,553 $29.9M 0.49% -1 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: 186,994 shares; 2024Q4: 226,898 shares; 2025Q1: 225,894 shares; 2025Q2: 215,996 shares; 2025Q3: 222,663 shares; 2025Q4: 244,728 shares; 2026Q1: 262,960 shares; 2026Q2: 237,856 shares 237,856 $29.8M 0.49% -25,104 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,089 shares; 2024Q4: 46,995 shares; 2025Q1: 374,473 shares; 2025Q2: 230,830 shares; 2025Q3: 210,530 shares; 2025Q4: 224,774 shares; 2026Q1: 351,272 shares; 2026Q2: 359,314 shares 359,314 $28.5M 0.47% +8,042 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: 36,707 shares; 2024Q4: 46,628 shares; 2025Q1: 50,208 shares; 2025Q2: 47,783 shares; 2025Q3: 48,494 shares; 2025Q4: 72,764 shares; 2026Q1: 74,040 shares; 2026Q2: 57,018 shares 57,018 $27.4M 0.45% -17,022 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: 20,468 shares; 2024Q4: 116,654 shares; 2025Q1: 129,047 shares; 2025Q2: 136,541 shares; 2025Q3: 139,829 shares; 2025Q4: 319,935 shares; 2026Q1: 417,822 shares; 2026Q2: 368,489 shares 368,489 $27M 0.45% -49,333 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: 9,845 shares; 2024Q4: 26,733 shares; 2025Q1: 42,094 shares; 2025Q2: 77,171 shares; 2025Q3: 78,788 shares; 2025Q4: 82,296 shares; 2026Q1: 78,389 shares; 2026Q2: 77,916 shares 77,916 $27M 0.45% -473 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: 158,567 shares; 2024Q4: 17,144 shares; 2025Q1: 81,796 shares; 2025Q2: 7,526 shares; 2025Q3: 131,710 shares; 2025Q4: 125,279 shares; 2026Q1: 123,221 shares; 2026Q2: 122,757 shares 122,757 $26.9M 0.44% -464 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: 48,390 shares; 2024Q4: 64,495 shares; 2025Q1: 66,248 shares; 2025Q2: 104,114 shares; 2025Q3: 113,925 shares; 2025Q4: 127,623 shares; 2026Q1: 127,816 shares; 2026Q2: 121,763 shares 121,763 $26.6M 0.44% -6,053 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,352 shares; 2024Q4: 412,867 shares; 2025Q1: 266,010 shares; 2025Q2: 282,254 shares; 2025Q3: 284,976 shares; 2025Q4: 292,162 shares; 2026Q1: 263,360 shares; 2026Q2: 259,013 shares 259,013 $25.7M 0.43% -4,347 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,612 shares; 2024Q4: 13,975 shares; 2025Q1: 11,937 shares; 2025Q2: 13,637 shares; 2025Q3: 26,212 shares; 2025Q4: 55,169 shares; 2026Q1: 58,227 shares; 2026Q2: 167,019 shares 167,019 $25.5M 0.42% +108,792 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: 108,903 shares; 2024Q4: 8,546 shares; 2025Q1: 128,660 shares; 2025Q2: 7,422 shares; 2025Q3: 121,161 shares; 2025Q4: 134,737 shares; 2026Q1: 135,522 shares; 2026Q2: 134,561 shares 134,561 $24.8M 0.41% -961 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: 14,429 shares; 2024Q4: 16,574 shares; 2025Q1: 17,756 shares; 2025Q2: 20,687 shares; 2025Q3: 20,646 shares; 2025Q4: 24,198 shares; 2026Q1: 27,134 shares; 2026Q2: 25,879 shares 25,879 $24.5M 0.41% -1,255 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 361,452 shares; 2025Q2: 556,498 shares; 2025Q3: 771,495 shares; 2025Q4: 889,940 shares; 2026Q1: 1,003,630 shares; 2026Q2: 963,167 shares 963,167 $23.5M 0.39% -40,463 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: 50,099 shares; 2024Q4: 57,006 shares; 2025Q1: 57,580 shares; 2025Q2: 73,932 shares; 2025Q3: 75,484 shares; 2025Q4: 80,169 shares; 2026Q1: 74,708 shares; 2026Q2: 70,912 shares 70,912 $23.4M 0.39% -3,796 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: 4 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $22.3M 0.37% 0 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: 55,638 shares; 2024Q4: 52,564 shares; 2025Q1: 57,782 shares; 2025Q2: 61,537 shares; 2025Q3: 55,031 shares; 2025Q4: 66,510 shares; 2026Q1: 65,537 shares; 2026Q2: 62,505 shares 62,505 $22.1M 0.37% -3,032 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,298 shares; 2024Q4: 42,740 shares; 2025Q1: 46,656 shares; 2025Q2: 67,943 shares; 2025Q3: 79,787 shares; 2025Q4: 86,207 shares; 2026Q1: 90,001 shares; 2026Q2: 90,353 shares 90,353 $21.7M 0.36% +352 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,159 shares; 2024Q4: 790,905 shares; 2025Q1: 794,823 shares; 2025Q2: 831,574 shares; 2025Q3: 807,207 shares; 2025Q4: 848,866 shares; 2026Q1: 843,326 shares; 2026Q2: 843,296 shares 843,296 $20.9M 0.35% -30 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: 9,088 shares; 2024Q4: 9,387 shares; 2025Q1: 7,035 shares; 2025Q2: 7,270 shares; 2025Q3: 8,475 shares; 2025Q4: 26,252 shares; 2026Q1: 26,370 shares; 2026Q2: 109,110 shares 109,110 $19.7M 0.33% +82,740 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: 189,527 shares; 2024Q4: 224,537 shares; 2025Q1: 238,900 shares; 2025Q2: 360,182 shares; 2025Q3: 376,570 shares; 2025Q4: 466,396 shares; 2026Q1: 427,569 shares; 2026Q2: 381,789 shares 381,789 $19.1M 0.32% -45,780 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,843 shares; 2024Q4: 284,400 shares; 2025Q1: 286,345 shares; 2025Q2: 331,085 shares; 2025Q3: 325,300 shares; 2025Q4: 314,210 shares; 2026Q1: 398,063 shares; 2026Q2: 398,063 shares 398,063 $18.9M 0.31% 0 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: 12,008 shares; 2024Q4: 14,151 shares; 2025Q1: 21,232 shares; 2025Q2: 16,819 shares; 2025Q3: 18,521 shares; 2025Q4: 20,081 shares; 2026Q1: 19,802 shares; 2026Q2: 18,588 shares 18,588 $18.5M 0.31% -1,214 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: 42,173 shares; 2024Q4: 36,468 shares; 2025Q1: 45,831 shares; 2025Q2: 48,895 shares; 2025Q3: 47,410 shares; 2025Q4: 66,846 shares; 2026Q1: 74,777 shares; 2026Q2: 69,190 shares 69,190 $18.5M 0.31% -5,587 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: 250,865 shares; 2024Q4: 175,687 shares; 2025Q1: 169,062 shares; 2025Q2: 169,515 shares; 2025Q3: 164,016 shares; 2025Q4: 196,356 shares; 2026Q1: 171,015 shares; 2026Q2: 171,455 shares 171,455 $18.2M 0.3% +440 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: 142,124 shares; 2024Q4: 151,502 shares; 2025Q1: 163,007 shares; 2025Q2: 174,269 shares; 2025Q3: 173,817 shares; 2025Q4: 184,953 shares; 2026Q1: 193,267 shares; 2026Q2: 192,951 shares 192,951 $18.1M 0.3% -316 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,410 shares; 2024Q4: 226,993 shares; 2025Q1: 245,023 shares; 2025Q2: 258,737 shares; 2025Q3: 297,577 shares; 2025Q4: 348,396 shares; 2026Q1: 397,036 shares; 2026Q2: 394,895 shares 394,895 $18M 0.3% -2,141 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: 21,396 shares; 2024Q4: 22,030 shares; 2025Q1: 22,733 shares; 2025Q2: 24,578 shares; 2025Q3: 25,701 shares; 2025Q4: 82,359 shares; 2026Q1: 84,702 shares; 2026Q2: 86,380 shares 86,380 $18M 0.3% +1,678 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: 97,694 shares; 2024Q4: 104,832 shares; 2025Q1: 47,046 shares; 2025Q2: 49,489 shares; 2025Q3: 49,774 shares; 2025Q4: 64,917 shares; 2026Q1: 68,163 shares; 2026Q2: 67,067 shares 67,067 $18M 0.3% -1,096 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: 152,502 shares; 2024Q4: 172,105 shares; 2025Q1: 197,825 shares; 2025Q2: 189,774 shares; 2025Q3: 187,533 shares; 2025Q4: 196,609 shares; 2026Q1: 208,978 shares; 2026Q2: 208,978 shares 208,978 $17.7M 0.29% 0 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,589 shares; 2025Q2: 248,877 shares; 2025Q3: 239,311 shares; 2025Q4: 235,536 shares; 2026Q1: 241,077 shares; 2026Q2: 241,077 shares 241,077 $17.5M 0.29% 0 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: 50,303 shares; 2024Q4: 51,789 shares; 2025Q1: 51,423 shares; 2025Q2: 49,483 shares; 2025Q3: 46,738 shares; 2025Q4: 48,392 shares; 2026Q1: 48,329 shares; 2026Q2: 48,356 shares 48,356 $17.4M 0.29% +27 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: 42,180 shares; 2024Q4: 47,336 shares; 2025Q1: 50,240 shares; 2025Q2: 52,699 shares; 2025Q3: 54,570 shares; 2025Q4: 55,303 shares; 2026Q1: 54,222 shares; 2026Q2: 54,245 shares 54,245 $17.3M 0.29% +23 Timeline AVDV 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: 133,604 shares; 2025Q2: 138,917 shares; 2025Q3: 159,396 shares; 2025Q4: 195,512 shares; 2026Q1: 173,052 shares; 2026Q2: 172,848 shares 172,848 $17.3M 0.29% -204 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: 30,680 shares; 2024Q4: 37,754 shares; 2025Q1: 162,956 shares; 2025Q2: 108,436 shares; 2025Q3: 53,646 shares; 2025Q4: 316,646 shares; 2026Q1: 298,813 shares; 2026Q2: 230,570 shares 230,570 $17.3M 0.29% -68,243 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: 35,720 shares; 2024Q4: 40,334 shares; 2025Q1: 41,388 shares; 2025Q2: 43,026 shares; 2025Q3: 43,311 shares; 2025Q4: 41,070 shares; 2026Q1: 40,141 shares; 2026Q2: 39,316 shares 39,316 $17M 0.28% -825 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: 137,503 shares; 2024Q4: 155,899 shares; 2025Q1: 160,403 shares; 2025Q2: 168,635 shares; 2025Q3: 172,094 shares; 2025Q4: 198,549 shares; 2026Q1: 195,526 shares; 2026Q2: 196,899 shares 196,899 $16M 0.26% +1,373 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,150 shares; 2024Q4: 14,975 shares; 2025Q1: 30,270 shares; 2025Q2: 40,779 shares; 2025Q3: 42,586 shares; 2025Q4: 72,999 shares; 2026Q1: 74,387 shares; 2026Q2: 70,587 shares 70,587 $15.8M 0.26% -3,800 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: 50,672 shares; 2024Q4: 64,985 shares; 2025Q1: 70,621 shares; 2025Q2: 79,618 shares; 2025Q3: 80,875 shares; 2025Q4: 115,267 shares; 2026Q1: 118,131 shares; 2026Q2: 94,725 shares 94,725 $15.7M 0.26% -23,406 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: 38,334 shares; 2024Q4: 48,027 shares; 2025Q1: 50,913 shares; 2025Q2: 84,716 shares; 2025Q3: 91,423 shares; 2025Q4: 105,915 shares; 2026Q1: 115,065 shares; 2026Q2: 108,699 shares 108,699 $15.7M 0.26% -6,366 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: 23,373 shares; 2024Q4: 25,377 shares; 2025Q1: 74,265 shares; 2025Q2: 113,193 shares; 2025Q3: 152,288 shares; 2025Q4: 301,049 shares; 2026Q1: 332,175 shares; 2026Q2: 300,872 shares 300,872 $15.6M 0.26% -31,303 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,266 shares; 2024Q4: 209,263 shares; 2025Q1: 217,011 shares; 2025Q2: 222,614 shares; 2025Q3: 228,845 shares; 2025Q4: 282,582 shares; 2026Q1: 285,894 shares; 2026Q2: 281,528 shares 281,528 $15.6M 0.26% -4,366 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: 84,098 shares; 2024Q4: 133,309 shares; 2025Q1: 241,273 shares; 2025Q2: 240,088 shares; 2025Q3: 246,281 shares; 2025Q4: 276,615 shares; 2026Q1: 308,799 shares; 2026Q2: 308,846 shares 308,846 $15.6M 0.26% +47 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: 41,725 shares; 2024Q4: 44,373 shares; 2025Q1: 47,237 shares; 2025Q2: 46,063 shares; 2025Q3: 52,452 shares; 2025Q4: 275,471 shares; 2026Q1: 230,792 shares; 2026Q2: 235,307 shares 235,307 $15.5M 0.26% +4,515 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: 21,219 shares; 2024Q4: 24,538 shares; 2025Q1: 26,536 shares; 2025Q2: 29,185 shares; 2025Q3: 29,970 shares; 2025Q4: 47,332 shares; 2026Q1: 47,126 shares; 2026Q2: 40,254 shares 40,254 $15.3M 0.25% -6,872 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: 47,543 shares; 2024Q4: 64,389 shares; 2025Q1: 66,032 shares; 2025Q2: 63,373 shares; 2025Q3: 68,617 shares; 2025Q4: 85,213 shares; 2026Q1: 81,135 shares; 2026Q2: 74,981 shares 74,981 $15.2M 0.25% -6,154 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: 3,076 shares; 2024Q4: 2,443 shares; 2025Q1: 2,604 shares; 2025Q2: 2,745 shares; 2025Q3: 2,821 shares; 2025Q4: 3,065 shares; 2026Q1: 3,616 shares; 2026Q2: 6,366 shares 6,366 $15.1M 0.25% +2,750 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: 18,327 shares; 2024Q4: 18,894 shares; 2025Q1: 18,640 shares; 2025Q2: 18,683 shares; 2025Q3: 37,084 shares; 2025Q4: 37,608 shares; 2026Q1: 38,241 shares; 2026Q2: 36,974 shares 36,974 $15.1M 0.25% -1,267 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: 33,665 shares; 2024Q4: 111,591 shares; 2025Q1: 206,232 shares; 2025Q2: 128,262 shares; 2025Q3: 139,221 shares; 2025Q4: 186,755 shares; 2026Q1: 172,856 shares; 2026Q2: 172,440 shares 172,440 $14.9M 0.25% -416 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,301 shares; 2025Q3: not reported; 2025Q4: 376,196 shares; 2026Q1: 403,650 shares; 2026Q2: 409,382 shares 409,382 $14.4M 0.24% +5,732 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,014 shares; 2024Q4: 161,000 shares; 2025Q1: 161,673 shares; 2025Q2: 184,701 shares; 2025Q3: 180,820 shares; 2025Q4: 172,712 shares; 2026Q1: 217,819 shares; 2026Q2: 217,819 shares 217,819 $14.4M 0.24% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,622 shares; 2024Q4: 188,462 shares; 2025Q1: 197,464 shares; 2025Q2: 218,389 shares; 2025Q3: 260,531 shares; 2025Q4: 282,763 shares; 2026Q1: 306,158 shares; 2026Q2: 305,776 shares 305,776 $14.3M 0.24% -382 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,665 shares; 2024Q4: 176,973 shares; 2025Q1: 196,699 shares; 2025Q2: 200,262 shares; 2025Q3: 210,238 shares; 2025Q4: 236,597 shares; 2026Q1: 248,875 shares; 2026Q2: 250,363 shares 250,363 $14.2M 0.23% +1,488 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,749 shares; 2024Q4: 59,989 shares; 2025Q1: 66,807 shares; 2025Q2: 78,747 shares; 2025Q3: 80,520 shares; 2025Q4: 81,682 shares; 2026Q1: 82,112 shares; 2026Q2: 82,404 shares 82,404 $14.1M 0.23% +292 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,995 shares; 2024Q4: 672,455 shares; 2025Q1: 561,180 shares; 2025Q2: 572,558 shares; 2025Q3: 560,781 shares; 2025Q4: 565,126 shares; 2026Q1: 519,885 shares; 2026Q2: 568,257 shares 568,257 $13.8M 0.23% +48,372 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: 34,581 shares; 2024Q4: 38,691 shares; 2025Q1: 39,880 shares; 2025Q2: 38,259 shares; 2025Q3: 34,472 shares; 2025Q4: 33,772 shares; 2026Q1: 32,766 shares; 2026Q2: 32,754 shares 32,754 $13.7M 0.23% -12 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: 15,479 shares; 2024Q4: 24,314 shares; 2025Q1: 26,867 shares; 2025Q2: 27,833 shares; 2025Q3: 26,627 shares; 2025Q4: 32,778 shares; 2026Q1: 34,009 shares; 2026Q2: 32,128 shares 32,128 $13.7M 0.23% -1,881 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,462 shares; 2024Q4: 63,249 shares; 2025Q1: 105,417 shares; 2025Q2: 132,554 shares; 2025Q3: 173,505 shares; 2025Q4: 273,910 shares; 2026Q1: 381,863 shares; 2026Q2: 393,194 shares 393,194 $13.6M 0.23% +11,331 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: 71,837 shares; 2024Q4: 87,950 shares; 2025Q1: 92,082 shares; 2025Q2: 89,887 shares; 2025Q3: 84,842 shares; 2025Q4: 86,309 shares; 2026Q1: 85,316 shares; 2026Q2: 85,162 shares 85,162 $13.6M 0.22% -154 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,296 shares; 2024Q4: 257,945 shares; 2025Q1: 193,683 shares; 2025Q2: 190,360 shares; 2025Q3: 205,833 shares; 2025Q4: 234,581 shares; 2026Q1: 258,717 shares; 2026Q2: 254,606 shares 254,606 $13.5M 0.22% -4,111 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: 8,753 shares; 2024Q4: 10,911 shares; 2025Q1: 16,918 shares; 2025Q2: 24,171 shares; 2025Q3: 26,042 shares; 2025Q4: 34,136 shares; 2026Q1: 165,605 shares; 2026Q2: 166,725 shares 166,725 $13.5M 0.22% +1,120 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,187 shares; 2024Q4: 226,711 shares; 2025Q1: 238,752 shares; 2025Q2: 287,189 shares; 2025Q3: 341,675 shares; 2025Q4: 429,988 shares; 2026Q1: 448,118 shares; 2026Q2: 433,016 shares 433,016 $13.3M 0.22% -15,102 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: 58,576 shares; 2024Q4: 58,256 shares; 2025Q1: 81,147 shares; 2025Q2: 93,267 shares; 2025Q3: 113,710 shares; 2025Q4: 242,938 shares; 2026Q1: 257,188 shares; 2026Q2: 273,227 shares 273,227 $13.2M 0.22% +16,039 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: 61,505 shares; 2024Q4: 70,340 shares; 2025Q1: 72,048 shares; 2025Q2: 71,006 shares; 2025Q3: 68,024 shares; 2025Q4: 65,980 shares; 2026Q1: 64,549 shares; 2026Q2: 60,608 shares 60,608 $13.1M 0.22% -3,941 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: 12,593 shares; 2024Q4: 17,333 shares; 2025Q1: 16,752 shares; 2025Q2: 54,121 shares; 2025Q3: 54,760 shares; 2025Q4: 66,135 shares; 2026Q1: 59,147 shares; 2026Q2: 53,820 shares 53,820 $13.1M 0.22% -5,327 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: 85,516 shares; 2024Q4: 110,299 shares; 2025Q1: 152,649 shares; 2025Q2: 251,185 shares; 2025Q3: 280,080 shares; 2025Q4: 288,137 shares; 2026Q1: 307,514 shares; 2026Q2: 305,935 shares 305,935 $13.1M 0.22% -1,579 Timeline BDYN 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: 464,415 shares; 2026Q2: 466,669 shares 466,669 $12.9M 0.21% +2,254 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: 21,527 shares; 2024Q4: 26,706 shares; 2025Q1: 33,614 shares; 2025Q2: 97,480 shares; 2025Q3: 101,001 shares; 2025Q4: 125,531 shares; 2026Q1: 114,649 shares; 2026Q2: 110,148 shares 110,148 $12.9M 0.21% -4,501 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: 54,446 shares; 2024Q4: 62,407 shares; 2025Q1: 67,137 shares; 2025Q2: 68,505 shares; 2025Q3: 67,805 shares; 2025Q4: 72,134 shares; 2026Q1: 68,785 shares; 2026Q2: 68,352 shares 68,352 $12.7M 0.21% -433 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: 54,660 shares; 2024Q4: 64,797 shares; 2025Q1: 74,257 shares; 2025Q2: 167,630 shares; 2025Q3: 171,756 shares; 2025Q4: 188,641 shares; 2026Q1: 171,523 shares; 2026Q2: 165,977 shares 165,977 $12.6M 0.21% -5,546 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: 69,759 shares; 2024Q4: 53,678 shares; 2025Q1: 54,850 shares; 2025Q2: 53,374 shares; 2025Q3: 51,915 shares; 2025Q4: 52,855 shares; 2026Q1: 51,590 shares; 2026Q2: 51,611 shares 51,611 $12.6M 0.21% +21 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223,243 shares; 2025Q2: 210,409 shares; 2025Q3: 219,185 shares; 2025Q4: 231,326 shares; 2026Q1: 274,866 shares; 2026Q2: 271,429 shares 271,429 $12.6M 0.21% -3,437 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,289 shares; 2024Q4: 186,336 shares; 2025Q1: 105,136 shares; 2025Q2: 106,435 shares; 2025Q3: 101,961 shares; 2025Q4: 100,874 shares; 2026Q1: 94,823 shares; 2026Q2: 94,823 shares 94,823 $12.5M 0.21% 0 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: 92,706 shares; 2024Q4: 110,772 shares; 2025Q1: 119,246 shares; 2025Q2: 131,725 shares; 2025Q3: 129,382 shares; 2025Q4: 146,958 shares; 2026Q1: 157,455 shares; 2026Q2: 157,433 shares 157,433 $12.5M 0.21% -22 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,924 shares; 2024Q4: 345,181 shares; 2025Q1: 343,986 shares; 2025Q2: 339,153 shares; 2025Q3: 328,651 shares; 2025Q4: 323,423 shares; 2026Q1: 163,073 shares; 2026Q2: 162,754 shares 162,754 $12.4M 0.21% -319 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: 38,423 shares; 2024Q4: 41,289 shares; 2025Q1: 41,571 shares; 2025Q2: 42,531 shares; 2025Q3: 42,273 shares; 2025Q4: 41,455 shares; 2026Q1: 42,190 shares; 2026Q2: 42,544 shares 42,544 $12.4M 0.2% +354 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: 126,314 shares; 2024Q4: 141,005 shares; 2025Q1: 153,239 shares; 2025Q2: 156,107 shares; 2025Q3: 158,442 shares; 2025Q4: 167,403 shares; 2026Q1: 144,641 shares; 2026Q2: 142,681 shares 142,681 $12.3M 0.2% -1,960 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: 7,739 shares; 2024Q4: 12,676 shares; 2025Q1: 13,001 shares; 2025Q2: 11,784 shares; 2025Q3: 11,444 shares; 2025Q4: 31,860 shares; 2026Q1: 32,976 shares; 2026Q2: 39,860 shares 39,860 $12.3M 0.2% +6,884 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: 20,276 shares; 2024Q4: 41,633 shares; 2025Q1: 31,445 shares; 2025Q2: 26,788 shares; 2025Q3: 26,585 shares; 2025Q4: 33,744 shares; 2026Q1: 74,248 shares; 2026Q2: 62,867 shares 62,867 $12.2M 0.2% -11,381 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: 40,809 shares; 2024Q4: 51,284 shares; 2025Q1: 53,311 shares; 2025Q2: 55,911 shares; 2025Q3: 57,428 shares; 2025Q4: 62,448 shares; 2026Q1: 65,275 shares; 2026Q2: 62,553 shares 62,553 $12.1M 0.2% -2,722 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: 32,183 shares; 2024Q4: 34,437 shares; 2025Q1: 36,448 shares; 2025Q2: 36,070 shares; 2025Q3: 35,734 shares; 2025Q4: 38,821 shares; 2026Q1: 37,602 shares; 2026Q2: 36,375 shares 36,375 $11.9M 0.2% -1,227 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: 18,516 shares; 2024Q4: 21,277 shares; 2025Q1: 22,563 shares; 2025Q2: 21,477 shares; 2025Q3: 21,323 shares; 2025Q4: 25,028 shares; 2026Q1: 24,601 shares; 2026Q2: 23,553 shares 23,553 $11.8M 0.2% -1,048 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,217 shares; 2024Q4: 159,564 shares; 2025Q1: 159,023 shares; 2025Q2: 182,313 shares; 2025Q3: 183,180 shares; 2025Q4: 181,583 shares; 2026Q1: 240,072 shares; 2026Q2: 238,385 shares 238,385 $11.8M 0.2% -1,687 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,969 shares; 2024Q4: 96,514 shares; 2025Q1: 95,491 shares; 2025Q2: 115,789 shares; 2025Q3: 120,901 shares; 2025Q4: 158,704 shares; 2026Q1: 168,923 shares; 2026Q2: 168,498 shares 168,498 $11.7M 0.19% -425 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,703 shares; 2024Q4: 82,458 shares; 2025Q1: 81,292 shares; 2025Q2: 80,808 shares; 2025Q3: 73,461 shares; 2025Q4: 80,205 shares; 2026Q1: 79,562 shares; 2026Q2: 79,530 shares 79,530 $11.6M 0.19% -32 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: 22,939 shares; 2024Q4: 25,444 shares; 2025Q1: 34,853 shares; 2025Q2: 53,328 shares; 2025Q3: 60,805 shares; 2025Q4: 84,572 shares; 2026Q1: 79,740 shares; 2026Q2: 76,738 shares 76,738 $11.5M 0.19% -3,002 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: 27,985 shares; 2024Q4: 29,648 shares; 2025Q1: 23,974 shares; 2025Q2: 38,041 shares; 2025Q3: 41,322 shares; 2025Q4: 47,514 shares; 2026Q1: 54,685 shares; 2026Q2: 54,593 shares 54,593 $11.3M 0.19% -92 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,075 shares; 2024Q4: 109,000 shares; 2025Q1: 105,302 shares; 2025Q2: 114,831 shares; 2025Q3: 113,539 shares; 2025Q4: 334,786 shares; 2026Q1: 348,631 shares; 2026Q2: 334,371 shares 334,371 $11.3M 0.19% -14,260 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: 34,514 shares; 2024Q4: 37,087 shares; 2025Q1: 37,776 shares; 2025Q2: 37,779 shares; 2025Q3: 37,661 shares; 2025Q4: 38,985 shares; 2026Q1: 38,561 shares; 2026Q2: 38,168 shares 38,168 $11.2M 0.19% -393 Timeline SMTH 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: 265,971 shares; 2024Q4: 265,620 shares; 2025Q1: 294,502 shares; 2025Q2: 321,794 shares; 2025Q3: 370,069 shares; 2025Q4: 394,821 shares; 2026Q1: 436,043 shares; 2026Q2: 436,043 shares 436,043 $11.2M 0.19% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 10,412 shares; 2025Q1: 194,052 shares; 2025Q2: 204,192 shares; 2025Q3: 216,281 shares; 2025Q4: 232,673 shares; 2026Q1: 241,374 shares; 2026Q2: 241,247 shares 241,247 $11.2M 0.18% -127 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: 2,876 shares; 2024Q4: 3,096 shares; 2025Q1: 2,131 shares; 2025Q2: 10,802 shares; 2025Q3: 11,256 shares; 2025Q4: 13,497 shares; 2026Q1: 13,587 shares; 2026Q2: 12,463 shares 12,463 $11.1M 0.18% -1,124 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,011 shares; 2024Q4: 257,382 shares; 2025Q1: 169,127 shares; 2025Q2: 164,425 shares; 2025Q3: 163,762 shares; 2025Q4: 162,119 shares; 2026Q1: 157,802 shares; 2026Q2: 156,787 shares 156,787 $11.1M 0.18% -1,015 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,113 shares; 2024Q4: 740,867 shares; 2025Q1: 134,993 shares; 2025Q2: 121,496 shares; 2025Q3: 106,951 shares; 2025Q4: 122,527 shares; 2026Q1: 121,030 shares; 2026Q2: 121,030 shares 121,030 $10.6M 0.18% 0 Timeline XMMO 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: 3,830 shares; 2024Q4: 12,216 shares; 2025Q1: 4,548 shares; 2025Q2: 4,627 shares; 2025Q3: 6,509 shares; 2025Q4: 6,622 shares; 2026Q1: 67,490 shares; 2026Q2: 71,615 shares 71,615 $10.6M 0.18% +4,125 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,887 shares; 2024Q4: 10,584 shares; 2025Q1: 20,716 shares; 2025Q2: 23,512 shares; 2025Q3: 24,697 shares; 2025Q4: 32,056 shares; 2026Q1: 127,027 shares; 2026Q2: 127,578 shares 127,578 $10.6M 0.17% +551 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: 111,232 shares; 2024Q4: 67,413 shares; 2025Q1: 61,007 shares; 2025Q2: 55,994 shares; 2025Q3: 56,721 shares; 2025Q4: 112,883 shares; 2026Q1: 110,922 shares; 2026Q2: 110,380 shares 110,380 $10.5M 0.17% -542 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,011 shares; 2024Q4: 18,383 shares; 2025Q1: 18,773 shares; 2025Q2: 20,086 shares; 2025Q3: 18,897 shares; 2025Q4: 81,087 shares; 2026Q1: 79,213 shares; 2026Q2: 66,094 shares 66,094 $10.4M 0.17% -13,119 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,889 shares; 2024Q4: 55,291 shares; 2025Q1: 442,269 shares; 2025Q2: 419,624 shares; 2025Q3: 329,775 shares; 2025Q4: 372,608 shares; 2026Q1: 390,915 shares; 2026Q2: 393,632 shares 393,632 $10.4M 0.17% +2,717 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,928 shares; 2024Q4: 48,332 shares; 2025Q1: 62,506 shares; 2025Q2: 70,795 shares; 2025Q3: 72,796 shares; 2025Q4: 75,617 shares; 2026Q1: 79,103 shares; 2026Q2: 78,296 shares 78,296 $10.3M 0.17% -807 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: 163,672 shares; 2024Q4: 180,372 shares; 2025Q1: 106,819 shares; 2025Q2: 118,841 shares; 2025Q3: 128,013 shares; 2025Q4: 205,044 shares; 2026Q1: 219,629 shares; 2026Q2: 214,176 shares 214,176 $10M 0.17% -5,453 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: 15,694 shares; 2024Q4: 15,840 shares; 2025Q1: 16,207 shares; 2025Q2: 16,001 shares; 2025Q3: 16,618 shares; 2025Q4: 16,630 shares; 2026Q1: 16,225 shares; 2026Q2: 16,124 shares 16,124 $9.95M 0.16% -101 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: 71,159 shares; 2024Q4: 67,066 shares; 2025Q1: 60,909 shares; 2025Q2: 66,189 shares; 2025Q3: 47,552 shares; 2025Q4: 58,439 shares; 2026Q1: 71,574 shares; 2026Q2: 67,469 shares 67,469 $9.92M 0.16% -4,105 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: 14,454 shares; 2024Q4: 34,059 shares; 2025Q1: 27,949 shares; 2025Q2: 27,505 shares; 2025Q3: 21,473 shares; 2025Q4: 25,935 shares; 2026Q1: 81,877 shares; 2026Q2: 81,813 shares 81,813 $9.77M 0.16% -64 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: 10,918 shares; 2025Q3: 45,278 shares; 2025Q4: 222,738 shares; 2026Q1: 219,785 shares; 2026Q2: 209,497 shares 209,497 $9.7M 0.16% -10,288 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: not reported; 2024Q4: 58,494 shares; 2025Q1: 58,427 shares; 2025Q2: 75,388 shares; 2025Q3: 74,747 shares; 2025Q4: 76,099 shares; 2026Q1: 76,924 shares; 2026Q2: 76,741 shares 76,741 $9.7M 0.16% -183 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: 88,022 shares; 2024Q4: 128,280 shares; 2025Q1: 109,195 shares; 2025Q2: 108,133 shares; 2025Q3: 114,932 shares; 2025Q4: 149,388 shares; 2026Q1: 142,171 shares; 2026Q2: 136,903 shares 136,903 $9.51M 0.16% -5,268 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,903 shares; 2024Q4: 100,127 shares; 2025Q1: 102,316 shares; 2025Q2: 109,022 shares; 2025Q3: 112,679 shares; 2025Q4: 116,434 shares; 2026Q1: 114,008 shares; 2026Q2: 113,761 shares 113,761 $9.39M 0.16% -247 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: 75,432 shares; 2024Q4: 80,928 shares; 2025Q1: 87,640 shares; 2025Q2: 91,807 shares; 2025Q3: 96,526 shares; 2025Q4: 117,808 shares; 2026Q1: 122,522 shares; 2026Q2: 117,323 shares 117,323 $9.35M 0.15% -5,199 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: 153,160 shares; 2024Q4: 161,102 shares; 2025Q1: 207,530 shares; 2025Q2: 231,101 shares; 2025Q3: 242,950 shares; 2025Q4: 253,340 shares; 2026Q1: 260,259 shares; 2026Q2: 260,209 shares 260,209 $9.28M 0.15% -50 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,023 shares; 2024Q4: 163,668 shares; 2025Q1: 160,218 shares; 2025Q2: 242,610 shares; 2025Q3: 244,140 shares; 2025Q4: 156,617 shares; 2026Q1: 163,306 shares; 2026Q2: 148,277 shares 148,277 $9.27M 0.15% -15,029 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: 35,581 shares; 2024Q4: 37,577 shares; 2025Q1: 36,393 shares; 2025Q2: 39,142 shares; 2025Q3: 38,582 shares; 2025Q4: 39,006 shares; 2026Q1: 37,442 shares; 2026Q2: 37,642 shares 37,642 $9.17M 0.15% +200 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,545 shares; 2024Q4: 258,466 shares; 2025Q1: 275,439 shares; 2025Q2: 278,112 shares; 2025Q3: 281,026 shares; 2025Q4: 328,962 shares; 2026Q1: 338,872 shares; 2026Q2: 318,065 shares 318,065 $9.1M 0.15% -20,807 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,827 shares; 2024Q4: 109,809 shares; 2025Q1: 95,602 shares; 2025Q2: 140,773 shares; 2025Q3: 139,005 shares; 2025Q4: 227,047 shares; 2026Q1: 158,027 shares; 2026Q2: 160,267 shares 160,267 $9.1M 0.15% +2,240 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: 79,783 shares; 2024Q4: 89,978 shares; 2025Q1: 93,688 shares; 2025Q2: 96,987 shares; 2025Q3: 95,947 shares; 2025Q4: 97,788 shares; 2026Q1: 101,048 shares; 2026Q2: 97,995 shares 97,995 $9.08M 0.15% -3,053 Timeline BDVL 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: 330,319 shares; 2026Q2: 345,448 shares 345,448 $8.97M 0.15% +15,129 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,221 shares; 2024Q4: 173,165 shares; 2025Q1: 172,918 shares; 2025Q2: 194,724 shares; 2025Q3: 178,057 shares; 2025Q4: 164,439 shares; 2026Q1: 164,652 shares; 2026Q2: 164,372 shares 164,372 $8.97M 0.15% -280 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: 127,265 shares; 2024Q4: 134,378 shares; 2025Q1: 153,435 shares; 2025Q2: 334,805 shares; 2025Q3: 357,713 shares; 2025Q4: 397,952 shares; 2026Q1: 358,963 shares; 2026Q2: 321,367 shares 321,367 $8.93M 0.15% -37,596 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: 69,080 shares; 2024Q4: 72,172 shares; 2025Q1: 71,840 shares; 2025Q2: 71,946 shares; 2025Q3: 68,875 shares; 2025Q4: 70,569 shares; 2026Q1: 69,246 shares; 2026Q2: 67,860 shares 67,860 $8.91M 0.15% -1,386 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: 40,741 shares; 2024Q4: 43,600 shares; 2025Q1: 43,264 shares; 2025Q2: 44,463 shares; 2025Q3: 42,635 shares; 2025Q4: 45,020 shares; 2026Q1: 45,165 shares; 2026Q2: 45,194 shares 45,194 $8.86M 0.15% +29 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: 11,773 shares; 2024Q4: 20,824 shares; 2025Q1: 23,596 shares; 2025Q2: 76,428 shares; 2025Q3: 78,934 shares; 2025Q4: 92,490 shares; 2026Q1: 124,921 shares; 2026Q2: 122,756 shares 122,756 $8.83M 0.15% -2,165 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: 69,523 shares; 2024Q4: 72,823 shares; 2025Q1: 73,901 shares; 2025Q2: 75,318 shares; 2025Q3: 84,881 shares; 2025Q4: 79,841 shares; 2026Q1: 78,693 shares; 2026Q2: 76,433 shares 76,433 $8.8M 0.15% -2,260 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,554 shares; 2024Q4: 19,991 shares; 2025Q1: 38,105 shares; 2025Q2: 24,538 shares; 2025Q3: 29,094 shares; 2025Q4: 103,798 shares; 2026Q1: 110,241 shares; 2026Q2: 106,957 shares 106,957 $8.78M 0.15% -3,284 Timeline BLV 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: 4,449 shares; 2024Q4: 4,493 shares; 2025Q1: 81,843 shares; 2025Q2: 74,127 shares; 2025Q3: 69,643 shares; 2025Q4: 106,769 shares; 2026Q1: 122,598 shares; 2026Q2: 127,606 shares 127,606 $8.78M 0.15% +5,008 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: 17,028 shares; 2024Q4: 20,537 shares; 2025Q1: 23,446 shares; 2025Q2: 27,434 shares; 2025Q3: 26,693 shares; 2025Q4: 28,290 shares; 2026Q1: 30,399 shares; 2026Q2: 29,719 shares 29,719 $8.72M 0.14% -680 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: 58,367 shares; 2024Q4: 70,678 shares; 2025Q1: 76,292 shares; 2025Q2: 80,373 shares; 2025Q3: 81,233 shares; 2025Q4: 96,476 shares; 2026Q1: 98,294 shares; 2026Q2: 90,004 shares 90,004 $8.68M 0.14% -8,290 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: 3,315 shares; 2024Q4: 7,269 shares; 2025Q1: 8,228 shares; 2025Q2: 9,910 shares; 2025Q3: 10,268 shares; 2025Q4: 14,185 shares; 2026Q1: 16,415 shares; 2026Q2: 15,753 shares 15,753 $8.57M 0.14% -662 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: 6,675 shares; 2024Q4: 8,605 shares; 2025Q1: 8,970 shares; 2025Q2: 22,222 shares; 2025Q3: 22,094 shares; 2025Q4: 40,400 shares; 2026Q1: 38,397 shares; 2026Q2: 28,461 shares 28,461 $8.57M 0.14% -9,936 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,430 shares; 2025Q2: 345,194 shares; 2025Q3: 356,663 shares; 2025Q4: 353,280 shares; 2026Q1: 208,456 shares; 2026Q2: 208,456 shares 208,456 $8.45M 0.14% 0 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: 22,251 shares; 2024Q4: 112,539 shares; 2025Q1: 129,979 shares; 2025Q2: 130,743 shares; 2025Q3: 130,813 shares; 2025Q4: 220,836 shares; 2026Q1: 219,045 shares; 2026Q2: 137,921 shares 137,921 $8.45M 0.14% -81,124 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81,152 shares; 2025Q1: 128,058 shares; 2025Q2: 169,557 shares; 2025Q3: 170,024 shares; 2025Q4: 286,707 shares; 2026Q1: 307,301 shares; 2026Q2: 307,301 shares 307,301 $8.36M 0.14% 0 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: 4,719 shares; 2024Q4: 8,783 shares; 2025Q1: 8,251 shares; 2025Q2: 9,327 shares; 2025Q3: 9,541 shares; 2025Q4: 13,620 shares; 2026Q1: 19,850 shares; 2026Q2: 24,137 shares 24,137 $8.33M 0.14% +4,287 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: 15,088 shares; 2024Q4: 16,955 shares; 2025Q1: 16,722 shares; 2025Q2: 17,353 shares; 2025Q3: 16,934 shares; 2025Q4: 17,231 shares; 2026Q1: 16,961 shares; 2026Q2: 16,936 shares 16,936 $8.33M 0.14% -25 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,657 shares; 2024Q4: 70,417 shares; 2025Q1: 68,486 shares; 2025Q2: 67,069 shares; 2025Q3: 65,694 shares; 2025Q4: 66,597 shares; 2026Q1: 78,064 shares; 2026Q2: 78,041 shares 78,041 $8.31M 0.14% -23 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,335 shares; 2025Q2: 140,815 shares; 2025Q3: 192,058 shares; 2025Q4: 207,688 shares; 2026Q1: 245,143 shares; 2026Q2: 234,493 shares 234,493 $8.31M 0.14% -10,650 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: 2,735 shares; 2024Q4: 4,328 shares; 2025Q1: 4,340 shares; 2025Q2: 5,640 shares; 2025Q3: 5,939 shares; 2025Q4: 80,994 shares; 2026Q1: 102,281 shares; 2026Q2: 89,391 shares 89,391 $8.29M 0.14% -12,890 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: 36,425 shares; 2024Q4: 41,833 shares; 2025Q1: 45,254 shares; 2025Q2: 60,499 shares; 2025Q3: 63,180 shares; 2025Q4: 72,285 shares; 2026Q1: 72,346 shares; 2026Q2: 69,252 shares 69,252 $8.26M 0.14% -3,094 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: 12,881 shares; 2024Q4: 14,602 shares; 2025Q1: 14,082 shares; 2025Q2: 17,854 shares; 2025Q3: 20,887 shares; 2025Q4: 23,413 shares; 2026Q1: 24,328 shares; 2026Q2: 23,999 shares 23,999 $8.24M 0.14% -329 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: 41,575 shares; 2024Q4: 44,800 shares; 2025Q1: 47,312 shares; 2025Q2: 50,223 shares; 2025Q3: 48,925 shares; 2025Q4: 46,056 shares; 2026Q1: 31,408 shares; 2026Q2: 29,267 shares 29,267 $8.19M 0.14% -2,141 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: 27,737 shares; 2024Q4: 29,967 shares; 2025Q1: 30,869 shares; 2025Q2: 29,265 shares; 2025Q3: 27,421 shares; 2025Q4: 64,632 shares; 2026Q1: 65,065 shares; 2026Q2: 42,009 shares 42,009 $8.17M 0.14% -23,056 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: 70,606 shares; 2024Q4: 73,816 shares; 2025Q1: 77,905 shares; 2025Q2: 47,218 shares; 2025Q3: 48,630 shares; 2025Q4: 55,460 shares; 2026Q1: 56,391 shares; 2026Q2: 52,463 shares 52,463 $8.12M 0.13% -3,928 Timeline BUFF 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: 4,492 shares; 2025Q4: 150,628 shares; 2026Q1: 152,047 shares; 2026Q2: 152,508 shares 152,508 $8.03M 0.13% +461 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: 45,166 shares; 2024Q4: 51,528 shares; 2025Q1: 53,157 shares; 2025Q2: 55,283 shares; 2025Q3: 56,781 shares; 2025Q4: 64,911 shares; 2026Q1: 63,115 shares; 2026Q2: 61,977 shares 61,977 $8.02M 0.13% -1,138 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: 17,675 shares; 2024Q4: 19,616 shares; 2025Q1: 19,818 shares; 2025Q2: 21,805 shares; 2025Q3: 78,577 shares; 2025Q4: 157,033 shares; 2026Q1: 156,906 shares; 2026Q2: 80,519 shares 80,519 $7.96M 0.13% -76,387 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: 131,233 shares; 2024Q4: 137,554 shares; 2025Q1: 144,250 shares; 2025Q2: 67,486 shares; 2025Q3: 67,687 shares; 2025Q4: 87,754 shares; 2026Q1: 85,824 shares; 2026Q2: 65,711 shares 65,711 $7.94M 0.13% -20,113 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,530 shares; 2024Q4: 37,540 shares; 2025Q1: 38,439 shares; 2025Q2: 37,746 shares; 2025Q3: 31,656 shares; 2025Q4: 39,946 shares; 2026Q1: 40,471 shares; 2026Q2: 38,167 shares 38,167 $7.93M 0.13% -2,304 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,960 shares; 2024Q4: 39,899 shares; 2025Q1: 48,365 shares; 2025Q2: 129,152 shares; 2025Q3: 223,911 shares; 2025Q4: 279,657 shares; 2026Q1: 308,498 shares; 2026Q2: 308,172 shares 308,172 $7.89M 0.13% -326 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: 71,292 shares; 2024Q4: 63,900 shares; 2025Q1: 72,866 shares; 2025Q2: 80,648 shares; 2025Q3: 81,346 shares; 2025Q4: 86,981 shares; 2026Q1: 89,116 shares; 2026Q2: 87,628 shares 87,628 $7.86M 0.13% -1,488 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: 6,658 shares; 2024Q4: 18,087 shares; 2025Q1: 16,462 shares; 2025Q2: 22,243 shares; 2025Q3: 24,919 shares; 2025Q4: 32,933 shares; 2026Q1: 32,744 shares; 2026Q2: 31,180 shares 31,180 $7.84M 0.13% -1,564 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: 6,993 shares; 2024Q4: 9,399 shares; 2025Q1: 11,129 shares; 2025Q2: 10,423 shares; 2025Q3: 35,681 shares; 2025Q4: 35,616 shares; 2026Q1: 37,526 shares; 2026Q2: 39,028 shares 39,028 $7.79M 0.13% +1,502 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,562 shares; 2024Q4: 73,128 shares; 2025Q1: 93,946 shares; 2025Q2: 126,676 shares; 2025Q3: 129,757 shares; 2025Q4: 162,438 shares; 2026Q1: 190,691 shares; 2026Q2: 189,231 shares 189,231 $7.75M 0.13% -1,460 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,600 shares; 2024Q4: 72,477 shares; 2025Q1: 104,890 shares; 2025Q2: 168,763 shares; 2025Q3: 170,694 shares; 2025Q4: 165,919 shares; 2026Q1: 170,133 shares; 2026Q2: 170,133 shares 170,133 $7.68M 0.13% 0 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781,002 shares; 2024Q4: 784,170 shares; 2025Q1: 97,842 shares; 2025Q2: 86,818 shares; 2025Q3: 80,592 shares; 2025Q4: 114,402 shares; 2026Q1: 109,933 shares; 2026Q2: 108,214 shares 108,214 $7.68M 0.13% -1,719 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: 27,417 shares; 2024Q4: 26,021 shares; 2025Q1: 26,556 shares; 2025Q2: 16,697 shares; 2025Q3: 16,076 shares; 2025Q4: 139,492 shares; 2026Q1: 335,991 shares; 2026Q2: 335,094 shares 335,094 $7.66M 0.13% -897 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: 4,185 shares; 2024Q4: 7,317 shares; 2025Q1: 8,295 shares; 2025Q2: 8,574 shares; 2025Q3: 10,890 shares; 2025Q4: 12,383 shares; 2026Q1: 10,080 shares; 2026Q2: 8,935 shares 8,935 $7.65M 0.13% -1,145 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: 6,468 shares; 2024Q4: 8,581 shares; 2025Q1: 8,610 shares; 2025Q2: 9,396 shares; 2025Q3: 9,525 shares; 2025Q4: 14,739 shares; 2026Q1: 14,207 shares; 2026Q2: 13,028 shares 13,028 $7.62M 0.13% -1,179 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: 4,012 shares; 2024Q4: 10,327 shares; 2025Q1: 9,089 shares; 2025Q2: 10,344 shares; 2025Q3: 10,868 shares; 2025Q4: 12,115 shares; 2026Q1: 11,957 shares; 2026Q2: 10,424 shares 10,424 $7.59M 0.13% -1,533 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,755 shares; 2025Q1: not reported; 2025Q2: 3,509 shares; 2025Q3: 31,429 shares; 2025Q4: 84,279 shares; 2026Q1: 54,060 shares; 2026Q2: 59,831 shares 59,831 $7.56M 0.13% +5,771 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,835 shares; 2024Q4: 147,693 shares; 2025Q1: 153,364 shares; 2025Q2: 152,094 shares; 2025Q3: 154,176 shares; 2025Q4: 166,365 shares; 2026Q1: 187,686 shares; 2026Q2: 187,686 shares 187,686 $7.32M 0.12% 0 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: 16,880 shares; 2024Q4: 18,569 shares; 2025Q1: 19,618 shares; 2025Q2: 19,824 shares; 2025Q3: 19,279 shares; 2025Q4: 18,433 shares; 2026Q1: 17,354 shares; 2026Q2: 17,103 shares 17,103 $7.27M 0.12% -251 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,623 shares; 2024Q4: 227,537 shares; 2025Q1: 295,104 shares; 2025Q2: 438,640 shares; 2025Q3: 454,208 shares; 2025Q4: 390,283 shares; 2026Q1: 385,308 shares; 2026Q2: 385,308 shares 385,308 $7.26M 0.12% 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: not reported; 2024Q4: 6,027 shares; 2025Q1: 6,466 shares; 2025Q2: 6,052 shares; 2025Q3: 22,384 shares; 2025Q4: 60,579 shares; 2026Q1: 65,906 shares; 2026Q2: 64,313 shares 64,313 $7.23M 0.12% -1,593 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: 116,951 shares; 2024Q4: 137,308 shares; 2025Q1: 151,002 shares; 2025Q2: 158,707 shares; 2025Q3: 168,271 shares; 2025Q4: 244,191 shares; 2026Q1: 196,832 shares; 2026Q2: 146,345 shares 146,345 $7.23M 0.12% -50,487 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: 37,102 shares; 2024Q4: 34,057 shares; 2025Q1: 28,284 shares; 2025Q2: 27,619 shares; 2025Q3: 30,452 shares; 2025Q4: 92,777 shares; 2026Q1: 99,126 shares; 2026Q2: 97,645 shares 97,645 $7.18M 0.12% -1,481 Timeline IXN 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: 84,181 shares; 2025Q3: 83,915 shares; 2025Q4: 85,979 shares; 2026Q1: 72,626 shares; 2026Q2: 71,262 shares 71,262 $7.15M 0.12% -1,364 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,896 shares; 2024Q4: 72,191 shares; 2025Q1: 71,407 shares; 2025Q2: 83,217 shares; 2025Q3: 83,620 shares; 2025Q4: 83,100 shares; 2026Q1: 110,089 shares; 2026Q2: 110,003 shares 110,003 $7.12M 0.12% -86 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: 11,083 shares; 2024Q4: 16,766 shares; 2025Q1: 16,959 shares; 2025Q2: 19,085 shares; 2025Q3: 19,493 shares; 2025Q4: 20,979 shares; 2026Q1: 21,025 shares; 2026Q2: 20,040 shares 20,040 $7.06M 0.12% -985 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,823 shares; 2024Q4: 22,987 shares; 2025Q1: 24,991 shares; 2025Q2: 28,068 shares; 2025Q3: 37,545 shares; 2025Q4: 36,422 shares; 2026Q1: 35,545 shares; 2026Q2: 35,535 shares 35,535 $7.02M 0.12% -10 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 338,514 shares; 2026Q2: 337,866 shares 337,866 $6.97M 0.12% -648 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,673 shares; 2024Q4: 69,322 shares; 2025Q1: 50,238 shares; 2025Q2: 47,095 shares; 2025Q3: 47,479 shares; 2025Q4: 150,746 shares; 2026Q1: 144,304 shares; 2026Q2: 133,664 shares 133,664 $6.91M 0.11% -10,640 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: 174,118 shares; 2024Q4: 237,477 shares; 2025Q1: 182,687 shares; 2025Q2: 178,815 shares; 2025Q3: 183,214 shares; 2025Q4: 338,942 shares; 2026Q1: 334,606 shares; 2026Q2: 246,241 shares 246,241 $6.89M 0.11% -88,365 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: 33,671 shares; 2024Q4: 36,929 shares; 2025Q1: 41,471 shares; 2025Q2: 42,757 shares; 2025Q3: 44,495 shares; 2025Q4: 50,214 shares; 2026Q1: 44,219 shares; 2026Q2: 44,423 shares 44,423 $6.8M 0.11% +204 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: 23,714 shares; 2024Q4: 26,329 shares; 2025Q1: 26,236 shares; 2025Q2: 26,472 shares; 2025Q3: 27,074 shares; 2025Q4: 29,285 shares; 2026Q1: 28,545 shares; 2026Q2: 28,297 shares 28,297 $6.68M 0.11% -248 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,366 shares; 2024Q4: 44,574 shares; 2025Q1: 45,116 shares; 2025Q2: 51,853 shares; 2025Q3: 50,908 shares; 2025Q4: 67,659 shares; 2026Q1: 62,970 shares; 2026Q2: 63,485 shares 63,485 $6.63M 0.11% +515 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,509 shares; 2024Q4: 4,762 shares; 2025Q1: 5,857 shares; 2025Q2: 6,313 shares; 2025Q3: 6,583 shares; 2025Q4: 7,104 shares; 2026Q1: 7,688 shares; 2026Q2: 7,621 shares 7,621 $6.53M 0.11% -67 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 2,280 shares; 2025Q2: 11,399 shares; 2025Q3: 12,027 shares; 2025Q4: 12,412 shares; 2026Q1: 12,173 shares; 2026Q2: 12,063 shares 12,063 $6.51M 0.11% -110 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: 56,065 shares; 2024Q4: 55,760 shares; 2025Q1: 56,573 shares; 2025Q2: 57,980 shares; 2025Q3: 57,864 shares; 2025Q4: 62,591 shares; 2026Q1: 61,825 shares; 2026Q2: 61,755 shares 61,755 $6.51M 0.11% -70 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: 51,528 shares; 2024Q4: 55,863 shares; 2025Q1: 185,920 shares; 2025Q2: 162,151 shares; 2025Q3: 163,147 shares; 2025Q4: 188,142 shares; 2026Q1: 183,722 shares; 2026Q2: 176,599 shares 176,599 $6.51M 0.11% -7,123 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,368 shares; 2024Q4: 63,042 shares; 2025Q1: 62,969 shares; 2025Q2: 62,652 shares; 2025Q3: 74,845 shares; 2025Q4: 90,557 shares; 2026Q1: 110,103 shares; 2026Q2: 109,981 shares 109,981 $6.44M 0.11% -122 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,182 shares; 2025Q1: 58,101 shares; 2025Q2: 74,869 shares; 2025Q3: 140,100 shares; 2025Q4: 147,024 shares; 2026Q1: 139,349 shares; 2026Q2: 139,349 shares 139,349 $6.44M 0.11% 0 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: 88,068 shares; 2024Q4: 107,294 shares; 2025Q1: 125,693 shares; 2025Q2: 158,530 shares; 2025Q3: 128,198 shares; 2025Q4: 146,120 shares; 2026Q1: 159,203 shares; 2026Q2: 158,463 shares 158,463 $6.36M 0.11% -740 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,796 shares; 2024Q4: 28,556 shares; 2025Q1: 43,904 shares; 2025Q2: 41,930 shares; 2025Q3: 42,033 shares; 2025Q4: 101,037 shares; 2026Q1: 129,110 shares; 2026Q2: 135,377 shares 135,377 $6.35M 0.11% +6,267 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: 5,153 shares; 2024Q4: 4,642 shares; 2025Q1: 8,099 shares; 2025Q2: 35,281 shares; 2025Q3: 74,809 shares; 2025Q4: 61,943 shares; 2026Q1: 55,992 shares; 2026Q2: 55,609 shares 55,609 $6.33M 0.1% -383 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: 13,662 shares; 2024Q4: 14,698 shares; 2025Q1: 13,077 shares; 2025Q2: 12,449 shares; 2025Q3: 13,562 shares; 2025Q4: 22,246 shares; 2026Q1: 25,448 shares; 2026Q2: 21,411 shares 21,411 $6.28M 0.1% -4,037 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,289 shares; 2024Q4: 14,252 shares; 2025Q1: 14,066 shares; 2025Q2: 12,172 shares; 2025Q3: 14,738 shares; 2025Q4: 61,385 shares; 2026Q1: 15,978 shares; 2026Q2: 60,443 shares 60,443 $6.26M 0.1% +44,465 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: 13,126 shares; 2024Q4: 59,157 shares; 2025Q1: 59,678 shares; 2025Q2: 60,594 shares; 2025Q3: 61,579 shares; 2025Q4: 64,717 shares; 2026Q1: 63,733 shares; 2026Q2: 63,117 shares 63,117 $6.14M 0.1% -616 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: 9,316 shares; 2024Q4: 22,144 shares; 2025Q1: 22,498 shares; 2025Q2: 28,270 shares; 2025Q3: 28,712 shares; 2025Q4: 48,974 shares; 2026Q1: 50,226 shares; 2026Q2: 44,680 shares 44,680 $6.14M 0.1% -5,546 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: 8,839 shares; 2024Q4: 9,133 shares; 2025Q1: 29,009 shares; 2025Q2: 21,440 shares; 2025Q3: 25,816 shares; 2025Q4: 86,701 shares; 2026Q1: 79,724 shares; 2026Q2: 60,880 shares 60,880 $6.12M 0.1% -18,844 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: 191,915 shares; 2024Q4: 75,462 shares; 2025Q1: 159,439 shares; 2025Q2: 75,601 shares; 2025Q3: 68,673 shares; 2025Q4: 68,481 shares; 2026Q1: 65,710 shares; 2026Q2: 65,650 shares 65,650 $6.1M 0.1% -60 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: not reported; 2024Q4: 3,360 shares; 2025Q1: 6,720 shares; 2025Q2: 27,634 shares; 2025Q3: 29,616 shares; 2025Q4: 30,764 shares; 2026Q1: 43,208 shares; 2026Q2: 45,844 shares 45,844 $5.98M 0.1% +2,636 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 7,146 shares; 2025Q1: 7,811 shares; 2025Q2: 8,134 shares; 2025Q3: 8,073 shares; 2025Q4: 7,917 shares; 2026Q1: 29,734 shares; 2026Q2: 29,273 shares 29,273 $5.88M 0.1% -461 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,070 shares; 2025Q2: 4,094 shares; 2025Q3: 3,795 shares; 2025Q4: 3,574 shares; 2026Q1: 4,033 shares; 2026Q2: 3,966 shares 3,966 $5.84M 0.1% -67 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,066 shares; 2024Q4: 33,993 shares; 2025Q1: 38,174 shares; 2025Q2: 41,203 shares; 2025Q3: 48,340 shares; 2025Q4: 65,089 shares; 2026Q1: 92,737 shares; 2026Q2: 92,739 shares 92,739 $5.82M 0.1% +2 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: 44,734 shares; 2024Q4: 53,832 shares; 2025Q1: 52,919 shares; 2025Q2: 59,942 shares; 2025Q3: 59,783 shares; 2025Q4: 62,871 shares; 2026Q1: 57,391 shares; 2026Q2: 56,296 shares 56,296 $5.76M 0.1% -1,095 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: 7,207 shares; 2024Q4: 13,409 shares; 2025Q1: 12,992 shares; 2025Q2: 16,102 shares; 2025Q3: 17,194 shares; 2025Q4: 76,449 shares; 2026Q1: 84,163 shares; 2026Q2: 101,393 shares 101,393 $5.75M 0.1% +17,230 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: 9,418 shares; 2024Q4: 22,387 shares; 2025Q1: 22,600 shares; 2025Q2: 24,457 shares; 2025Q3: 24,973 shares; 2025Q4: 30,289 shares; 2026Q1: 27,528 shares; 2026Q2: 25,384 shares 25,384 $5.74M 0.1% -2,144 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,006 shares; 2024Q4: 7,142 shares; 2025Q1: 9,280 shares; 2025Q2: 11,516 shares; 2025Q3: 11,550 shares; 2025Q4: 12,803 shares; 2026Q1: 12,730 shares; 2026Q2: 12,043 shares 12,043 $5.63M 0.09% -687 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,741 shares; 2024Q4: 145,057 shares; 2025Q1: 148,518 shares; 2025Q2: 155,689 shares; 2025Q3: 166,213 shares; 2025Q4: 196,510 shares; 2026Q1: 205,396 shares; 2026Q2: 205,431 shares 205,431 $5.58M 0.09% +35 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: 8,142 shares; 2024Q4: 10,593 shares; 2025Q1: 11,088 shares; 2025Q2: 10,876 shares; 2025Q3: 10,819 shares; 2025Q4: 10,890 shares; 2026Q1: 17,085 shares; 2026Q2: 16,988 shares 16,988 $5.58M 0.09% -97 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: 28,909 shares; 2024Q4: 31,795 shares; 2025Q1: 32,551 shares; 2025Q2: 31,924 shares; 2025Q3: 29,754 shares; 2025Q4: 29,149 shares; 2026Q1: 28,110 shares; 2026Q2: 28,122 shares 28,122 $5.55M 0.09% +12 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207,149 shares; 2025Q3: 207,149 shares; 2025Q4: 206,809 shares; 2026Q1: 206,809 shares; 2026Q2: 206,809 shares 206,809 $5.55M 0.09% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,320 shares; 2024Q4: 13,992 shares; 2025Q1: 17,119 shares; 2025Q2: 22,953 shares; 2025Q3: 28,020 shares; 2025Q4: 30,677 shares; 2026Q1: 28,106 shares; 2026Q2: 27,870 shares 27,870 $5.51M 0.09% -236 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,919 shares; 2024Q4: 414,157 shares; 2025Q1: 33,526 shares; 2025Q2: 485,917 shares; 2025Q3: 61,660 shares; 2025Q4: 49,816 shares; 2026Q1: 58,736 shares; 2026Q2: 54,596 shares 54,596 $5.49M 0.09% -4,140 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,058 shares; 2024Q4: 54,689 shares; 2025Q1: 57,657 shares; 2025Q2: 73,561 shares; 2025Q3: 70,677 shares; 2025Q4: 82,086 shares; 2026Q1: 80,568 shares; 2026Q2: 77,187 shares 77,187 $5.45M 0.09% -3,381 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,118 shares; 2024Q4: 17,875 shares; 2025Q1: 22,532 shares; 2025Q2: 26,236 shares; 2025Q3: 22,079 shares; 2025Q4: 71,181 shares; 2026Q1: 101,568 shares; 2026Q2: 101,634 shares 101,634 $5.36M 0.09% +66 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,962 shares; 2024Q4: 52,682 shares; 2025Q1: 53,737 shares; 2025Q2: 53,894 shares; 2025Q3: 55,939 shares; 2025Q4: 53,834 shares; 2026Q1: 51,702 shares; 2026Q2: 51,616 shares 51,616 $5.34M 0.09% -86 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 116,771 shares; 2026Q2: 130,451 shares 130,451 $5.33M 0.09% +13,680 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY 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: 30,858 shares; 2025Q3: 90,688 shares; 2025Q4: 137,343 shares; 2026Q1: 429,025 shares; 2026Q2: 429,025 shares 429,025 $5.32M 0.09% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,179 shares; 2024Q4: 6,392 shares; 2025Q1: 6,402 shares; 2025Q2: 6,726 shares; 2025Q3: 6,939 shares; 2025Q4: 16,014 shares; 2026Q1: 15,978 shares; 2026Q2: 16,179 shares 16,179 $5.31M 0.09% +201 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 58,531 shares; 2025Q1: 57,327 shares; 2025Q2: 59,345 shares; 2025Q3: 58,402 shares; 2025Q4: 59,391 shares; 2026Q1: 58,288 shares; 2026Q2: 58,090 shares 58,090 $5.31M 0.09% -198 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,919 shares; 2024Q4: 29,814 shares; 2025Q1: 37,031 shares; 2025Q2: 47,985 shares; 2025Q3: 46,498 shares; 2025Q4: 44,429 shares; 2026Q1: 45,253 shares; 2026Q2: 45,253 shares 45,253 $5.26M 0.09% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,580 shares; 2024Q4: 48,390 shares; 2025Q1: 56,035 shares; 2025Q2: 52,479 shares; 2025Q3: 52,166 shares; 2025Q4: 84,798 shares; 2026Q1: 39,205 shares; 2026Q2: 49,717 shares 49,717 $5.19M 0.09% +10,512 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,417 shares; 2024Q4: 24,837 shares; 2025Q1: 25,817 shares; 2025Q2: 26,117 shares; 2025Q3: 24,553 shares; 2025Q4: 40,953 shares; 2026Q1: 42,547 shares; 2026Q2: 34,703 shares 34,703 $5.19M 0.09% -7,844 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: 103,114 shares; 2026Q2: 105,934 shares 105,934 $5.17M 0.09% +2,820 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,611 shares; 2024Q4: 28,585 shares; 2025Q1: 25,119 shares; 2025Q2: 26,847 shares; 2025Q3: 28,394 shares; 2025Q4: 26,036 shares; 2026Q1: 22,473 shares; 2026Q2: 22,096 shares 22,096 $5.17M 0.09% -377 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,691 shares; 2024Q4: 11,846 shares; 2025Q1: 12,133 shares; 2025Q2: 14,884 shares; 2025Q3: 16,049 shares; 2025Q4: 29,293 shares; 2026Q1: 86,811 shares; 2026Q2: 86,560 shares 86,560 $5.17M 0.09% -251 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,347 shares; 2026Q1: 151,185 shares; 2026Q2: 150,119 shares 150,119 $5.15M 0.09% -1,066 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,786 shares; 2026Q1: 34,813 shares; 2026Q2: 34,807 shares 34,807 $5.13M 0.09% -6 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,559 shares; 2025Q2: 30,525 shares; 2025Q3: 33,638 shares; 2025Q4: 39,935 shares; 2026Q1: 46,708 shares; 2026Q2: 46,252 shares 46,252 $5.13M 0.08% -456 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,511 shares; 2024Q4: 10,318 shares; 2025Q1: 10,339 shares; 2025Q2: 11,900 shares; 2025Q3: 24,138 shares; 2025Q4: 24,612 shares; 2026Q1: 24,754 shares; 2026Q2: 60,747 shares 60,747 $5.11M 0.08% +35,993 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: 32,550 shares; 2024Q4: 33,529 shares; 2025Q1: 34,000 shares; 2025Q2: 34,873 shares; 2025Q3: 34,936 shares; 2025Q4: 50,980 shares; 2026Q1: 59,678 shares; 2026Q2: 56,540 shares 56,540 $5.1M 0.08% -3,138 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: 28,944 shares; 2024Q4: 38,310 shares; 2025Q1: 89,470 shares; 2025Q2: 46,374 shares; 2025Q3: 48,041 shares; 2025Q4: 52,237 shares; 2026Q1: 52,214 shares; 2026Q2: 50,650 shares 50,650 $5.09M 0.08% -1,564 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,090 shares; 2024Q4: 19,317 shares; 2025Q1: 20,761 shares; 2025Q2: 14,767 shares; 2025Q3: 14,786 shares; 2025Q4: 15,497 shares; 2026Q1: 16,331 shares; 2026Q2: 16,129 shares 16,129 $5.07M 0.08% -202 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: 12,986 shares; 2024Q4: 13,409 shares; 2025Q1: 14,865 shares; 2025Q2: 15,853 shares; 2025Q3: 14,816 shares; 2025Q4: 34,549 shares; 2026Q1: 35,067 shares; 2026Q2: 32,951 shares 32,951 $5.04M 0.08% -2,116 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: 5,798 shares; 2025Q1: 5,285 shares; 2025Q2: 11,943 shares; 2025Q3: 12,122 shares; 2025Q4: 16,208 shares; 2026Q1: 21,055 shares; 2026Q2: 20,753 shares 20,753 $5.03M 0.08% -302 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,691 shares; 2024Q4: 12,917 shares; 2025Q1: 16,709 shares; 2025Q2: 15,039 shares; 2025Q3: 61,262 shares; 2025Q4: 85,793 shares; 2026Q1: 91,592 shares; 2026Q2: 89,883 shares 89,883 $5.01M 0.08% -1,709 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: 24,087 shares; 2024Q4: 25,572 shares; 2025Q1: 25,715 shares; 2025Q2: 27,410 shares; 2025Q3: 28,689 shares; 2025Q4: 31,276 shares; 2026Q1: 31,385 shares; 2026Q2: 32,792 shares 32,792 $5M 0.08% +1,407 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: 2,421 shares; 2025Q4: 5,950 shares; 2026Q1: 15,280 shares; 2026Q2: 13,691 shares 13,691 $4.99M 0.08% -1,589 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,079 shares; 2024Q4: 178,356 shares; 2025Q1: 195,718 shares; 2025Q2: 200,795 shares; 2025Q3: 213,700 shares; 2025Q4: 188,096 shares; 2026Q1: 199,231 shares; 2026Q2: 199,554 shares 199,554 $4.98M 0.08% +323 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: 81,699 shares; 2026Q1: 87,463 shares; 2026Q2: 87,298 shares 87,298 $4.98M 0.08% -165 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,311 shares; 2026Q1: 110,090 shares; 2026Q2: 110,090 shares 110,090 $4.92M 0.08% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,943 shares; 2024Q4: 15,601 shares; 2025Q1: 19,482 shares; 2025Q2: 19,239 shares; 2025Q3: 20,157 shares; 2025Q4: 25,141 shares; 2026Q1: 32,444 shares; 2026Q2: 31,031 shares 31,031 $4.88M 0.08% -1,413 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,704 shares; 2024Q4: 25,405 shares; 2025Q1: 22,403 shares; 2025Q2: 24,197 shares; 2025Q3: 22,624 shares; 2025Q4: 22,726 shares; 2026Q1: 20,341 shares; 2026Q2: 19,946 shares 19,946 $4.84M 0.08% -395 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: 190,296 shares; 2024Q4: 187,614 shares; 2025Q1: 113,928 shares; 2025Q2: 107,315 shares; 2025Q3: 106,413 shares; 2025Q4: 109,016 shares; 2026Q1: 100,658 shares; 2026Q2: 100,902 shares 100,902 $4.8M 0.08% +244 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,010 shares; 2024Q4: 30,702 shares; 2025Q1: 31,470 shares; 2025Q2: 32,594 shares; 2025Q3: 32,503 shares; 2025Q4: 29,906 shares; 2026Q1: 30,395 shares; 2026Q2: 30,395 shares 30,395 $4.78M 0.08% 0 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: 52,946 shares; 2024Q4: 12,925 shares; 2025Q1: 10,861 shares; 2025Q2: 13,449 shares; 2025Q3: 12,092 shares; 2025Q4: 12,902 shares; 2026Q1: 30,402 shares; 2026Q2: 30,035 shares 30,035 $4.7M 0.08% -367 Timeline IGOV 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: 63,229 shares; 2025Q3: 70,265 shares; 2025Q4: 77,637 shares; 2026Q1: 113,837 shares; 2026Q2: 113,837 shares 113,837 $4.67M 0.08% 0 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: 7,694 shares; 2024Q4: 7,780 shares; 2025Q1: 7,625 shares; 2025Q2: 7,635 shares; 2025Q3: 10,704 shares; 2025Q4: 24,038 shares; 2026Q1: 21,667 shares; 2026Q2: 20,913 shares 20,913 $4.62M 0.08% -754 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,416 shares; 2024Q4: 117,121 shares; 2025Q1: 177,138 shares; 2025Q2: 249,641 shares; 2025Q3: 246,713 shares; 2025Q4: 162,660 shares; 2026Q1: 161,834 shares; 2026Q2: 161,834 shares 161,834 $4.58M 0.08% 0 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: 6,549 shares; 2024Q4: 6,752 shares; 2025Q1: 11,962 shares; 2025Q2: 9,313 shares; 2025Q3: 9,372 shares; 2025Q4: 47,955 shares; 2026Q1: 43,560 shares; 2026Q2: 43,509 shares 43,509 $4.55M 0.08% -51 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,998 shares; 2024Q4: 79,980 shares; 2025Q1: 96,112 shares; 2025Q2: 95,455 shares; 2025Q3: 104,249 shares; 2025Q4: 111,854 shares; 2026Q1: 111,743 shares; 2026Q2: 106,825 shares 106,825 $4.54M 0.08% -4,918 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: 34,236 shares; 2024Q4: 38,793 shares; 2025Q1: 32,712 shares; 2025Q2: 29,757 shares; 2025Q3: 26,577 shares; 2025Q4: 29,714 shares; 2026Q1: 42,736 shares; 2026Q2: 38,454 shares 38,454 $4.54M 0.08% -4,282 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,763 shares; 2024Q4: 30,041 shares; 2025Q1: 31,890 shares; 2025Q2: 21,746 shares; 2025Q3: 21,776 shares; 2025Q4: 30,146 shares; 2026Q1: 31,715 shares; 2026Q2: 31,705 shares 31,705 $4.53M 0.07% -10 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,241 shares; 2024Q4: 15,835 shares; 2025Q1: 16,760 shares; 2025Q2: 18,016 shares; 2025Q3: 18,082 shares; 2025Q4: 18,669 shares; 2026Q1: 18,915 shares; 2026Q2: 18,907 shares 18,907 $4.52M 0.07% -8 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,321 shares; 2024Q4: 20,612 shares; 2025Q1: 22,693 shares; 2025Q2: 22,559 shares; 2025Q3: 21,683 shares; 2025Q4: 21,510 shares; 2026Q1: 20,366 shares; 2026Q2: 20,356 shares 20,356 $4.5M 0.07% -10 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,304 shares; 2025Q2: 91,887 shares; 2025Q3: 90,185 shares; 2025Q4: 97,116 shares; 2026Q1: 95,677 shares; 2026Q2: 95,677 shares 95,677 $4.47M 0.07% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,290 shares; 2024Q4: 29,190 shares; 2025Q1: 29,697 shares; 2025Q2: 31,130 shares; 2025Q3: 31,248 shares; 2025Q4: 31,404 shares; 2026Q1: 30,789 shares; 2026Q2: 30,790 shares 30,790 $4.46M 0.07% +1 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: 11,476 shares; 2024Q4: 11,479 shares; 2025Q1: 13,034 shares; 2025Q2: 9,003 shares; 2025Q3: 10,105 shares; 2025Q4: 34,717 shares; 2026Q1: 41,537 shares; 2026Q2: 40,760 shares 40,760 $4.45M 0.07% -777 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: 15,063 shares; 2024Q4: 17,319 shares; 2025Q1: 19,616 shares; 2025Q2: 21,076 shares; 2025Q3: 20,866 shares; 2025Q4: 28,138 shares; 2026Q1: 28,555 shares; 2026Q2: 26,428 shares 26,428 $4.44M 0.07% -2,127 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: 1,084 shares; 2026Q1: 3,648 shares; 2026Q2: 2,672 shares 2,672 $4.43M 0.07% -976 Timeline RWL 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: 42,608 shares; 2024Q4: 43,243 shares; 2025Q1: 43,411 shares; 2025Q2: 43,076 shares; 2025Q3: 43,230 shares; 2025Q4: 37,716 shares; 2026Q1: 38,506 shares; 2026Q2: 38,506 shares 38,506 $4.42M 0.07% 0 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: 25,521 shares; 2024Q4: 22,781 shares; 2025Q1: 29,365 shares; 2025Q2: 69,329 shares; 2025Q3: 64,839 shares; 2025Q4: 81,401 shares; 2026Q1: 88,862 shares; 2026Q2: 88,631 shares 88,631 $4.42M 0.07% -231 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: 81,727 shares; 2024Q4: 157,655 shares; 2025Q1: 150,345 shares; 2025Q2: 156,646 shares; 2025Q3: 152,117 shares; 2025Q4: 140,887 shares; 2026Q1: 138,980 shares; 2026Q2: 137,571 shares 137,571 $4.41M 0.07% -1,409 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,324 shares; 2024Q4: 67,196 shares; 2025Q1: 69,641 shares; 2025Q2: 63,491 shares; 2025Q3: 64,703 shares; 2025Q4: 68,586 shares; 2026Q1: 66,843 shares; 2026Q2: 65,185 shares 65,185 $4.4M 0.07% -1,658 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,304 shares; 2024Q4: 114,768 shares; 2025Q1: 24,704 shares; 2025Q2: 38,320 shares; 2025Q3: 26,857 shares; 2025Q4: 26,123 shares; 2026Q1: 43,817 shares; 2026Q2: 43,522 shares 43,522 $4.38M 0.07% -295 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,666 shares; 2024Q4: 36,321 shares; 2025Q1: 28,732 shares; 2025Q2: 67,618 shares; 2025Q3: 59,959 shares; 2025Q4: 109,686 shares; 2026Q1: 149,061 shares; 2026Q2: 148,937 shares 148,937 $4.37M 0.07% -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: 8,528 shares; 2024Q4: 19,703 shares; 2025Q1: 20,214 shares; 2025Q2: 21,164 shares; 2025Q3: 22,877 shares; 2025Q4: 26,959 shares; 2026Q1: 27,461 shares; 2026Q2: 25,616 shares 25,616 $4.36M 0.07% -1,845 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: 1,983 shares; 2024Q4: 3,510 shares; 2025Q1: 4,441 shares; 2025Q2: 4,609 shares; 2025Q3: 11,606 shares; 2025Q4: 11,832 shares; 2026Q1: 10,052 shares; 2026Q2: 10,367 shares 10,367 $4.34M 0.07% +315 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: 125,291 shares; 2026Q2: 134,991 shares 134,991 $4.31M 0.07% +9,700 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: not reported; 2025Q2: 22,677 shares; 2025Q3: 23,546 shares; 2025Q4: 147,696 shares; 2026Q1: 152,518 shares; 2026Q2: 103,450 shares 103,450 $4.29M 0.07% -49,068 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,964 shares; 2024Q4: 20,973 shares; 2025Q1: 24,985 shares; 2025Q2: 26,469 shares; 2025Q3: 68,987 shares; 2025Q4: 73,746 shares; 2026Q1: 83,273 shares; 2026Q2: 83,258 shares 83,258 $4.23M 0.07% -15 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,436 shares; 2024Q4: 37,314 shares; 2025Q1: 40,856 shares; 2025Q2: 44,751 shares; 2025Q3: 45,992 shares; 2025Q4: 42,836 shares; 2026Q1: 44,108 shares; 2026Q2: 43,408 shares 43,408 $4.14M 0.07% -700 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: 8,897 shares; 2024Q4: 19,713 shares; 2025Q1: 21,456 shares; 2025Q2: 23,453 shares; 2025Q3: 26,230 shares; 2025Q4: 42,680 shares; 2026Q1: 42,018 shares; 2026Q2: 31,502 shares 31,502 $4.11M 0.07% -10,516 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: 28,842 shares; 2024Q4: 35,921 shares; 2025Q1: 37,339 shares; 2025Q2: 38,087 shares; 2025Q3: 40,580 shares; 2025Q4: 25,927 shares; 2026Q1: 24,980 shares; 2026Q2: 23,072 shares 23,072 $4.1M 0.07% -1,908 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: 111,476 shares 111,476 $4.08M 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,413 shares; 2024Q4: 12,429 shares; 2025Q1: 13,061 shares; 2025Q2: 12,975 shares; 2025Q3: 13,432 shares; 2025Q4: 18,716 shares; 2026Q1: 18,687 shares; 2026Q2: 17,727 shares 17,727 $4.05M 0.07% -960 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,239 shares; 2024Q4: 65,761 shares; 2025Q1: 108,119 shares; 2025Q2: 67,919 shares; 2025Q3: 62,587 shares; 2025Q4: 67,498 shares; 2026Q1: 69,973 shares; 2026Q2: 69,973 shares 69,973 $4.05M 0.07% 0 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: 25,999 shares; 2024Q4: 24,487 shares; 2025Q1: 26,361 shares; 2025Q2: 27,111 shares; 2025Q3: 28,164 shares; 2025Q4: 31,753 shares; 2026Q1: 30,121 shares; 2026Q2: 28,563 shares 28,563 $3.97M 0.07% -1,558 Timeline UFEB 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: 109,450 shares; 2025Q3: 109,450 shares; 2025Q4: 108,822 shares; 2026Q1: 108,822 shares; 2026Q2: 108,447 shares 108,447 $3.94M 0.07% -375 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,722 shares; 2024Q4: 51,744 shares; 2025Q1: 51,736 shares; 2025Q2: 51,724 shares; 2025Q3: 52,317 shares; 2025Q4: 52,340 shares; 2026Q1: 52,328 shares; 2026Q2: 52,329 shares 52,329 $3.94M 0.07% +1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,071 shares; 2025Q1: 2,824 shares; 2025Q2: 4,113 shares; 2025Q3: 10,305 shares; 2025Q4: 12,179 shares; 2026Q1: 24,800 shares; 2026Q2: 23,579 shares 23,579 $3.93M 0.07% -1,221 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: 822 shares; 2024Q4: 3,865 shares; 2025Q1: 4,028 shares; 2025Q2: 4,056 shares; 2025Q3: 3,924 shares; 2025Q4: 3,787 shares; 2026Q1: 3,576 shares; 2026Q2: 3,576 shares 3,576 $3.92M 0.06% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,311 shares; 2024Q4: 30,996 shares; 2025Q1: 20,953 shares; 2025Q2: 34,287 shares; 2025Q3: 36,450 shares; 2025Q4: 53,238 shares; 2026Q1: 56,640 shares; 2026Q2: 52,057 shares 52,057 $3.92M 0.06% -4,583 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,510 shares; 2024Q4: 17,987 shares; 2025Q1: 86,722 shares; 2025Q2: 89,664 shares; 2025Q3: 96,574 shares; 2025Q4: 92,156 shares; 2026Q1: 69,621 shares; 2026Q2: 69,621 shares 69,621 $3.91M 0.06% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,860 shares; 2024Q4: 44,552 shares; 2025Q1: 44,954 shares; 2025Q2: 44,934 shares; 2025Q3: 44,999 shares; 2025Q4: 45,917 shares; 2026Q1: 44,750 shares; 2026Q2: 44,750 shares 44,750 $3.87M 0.06% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,413 shares; 2024Q4: 62,243 shares; 2025Q1: 52,731 shares; 2025Q2: 45,303 shares; 2025Q3: 44,883 shares; 2025Q4: 52,736 shares; 2026Q1: 52,655 shares; 2026Q2: 41,501 shares 41,501 $3.85M 0.06% -11,154 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: 11,929 shares; 2024Q4: 22,600 shares; 2025Q1: 20,037 shares; 2025Q2: 15,082 shares; 2025Q3: 43,069 shares; 2025Q4: 55,577 shares; 2026Q1: 54,425 shares; 2026Q2: 52,839 shares 52,839 $3.85M 0.06% -1,586 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,035 shares; 2024Q4: 51,776 shares; 2025Q1: 50,276 shares; 2025Q2: 50,967 shares; 2025Q3: 52,948 shares; 2025Q4: 55,162 shares; 2026Q1: 50,087 shares; 2026Q2: 49,024 shares 49,024 $3.84M 0.06% -1,063 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: 7,105 shares; 2024Q4: 8,104 shares; 2025Q1: 32,604 shares; 2025Q2: 67,459 shares; 2025Q3: 50,959 shares; 2025Q4: 61,362 shares; 2026Q1: 96,681 shares; 2026Q2: 96,681 shares 96,681 $3.84M 0.06% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,724 shares; 2024Q4: 60,850 shares; 2025Q1: 60,501 shares; 2025Q2: 55,575 shares; 2025Q3: 55,594 shares; 2025Q4: 93,557 shares; 2026Q1: 92,599 shares; 2026Q2: 89,234 shares 89,234 $3.8M 0.06% -3,365 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,291 shares; 2024Q4: 17,288 shares; 2025Q1: 64,642 shares; 2025Q2: 88,604 shares; 2025Q3: 89,904 shares; 2025Q4: 86,952 shares; 2026Q1: 99,085 shares; 2026Q2: 98,754 shares 98,754 $3.8M 0.06% -331 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,836 shares; 2024Q4: 11,632 shares; 2025Q1: 12,251 shares; 2025Q2: 12,045 shares; 2025Q3: 11,430 shares; 2025Q4: 10,060 shares; 2026Q1: 10,245 shares; 2026Q2: 10,769 shares 10,769 $3.8M 0.06% +524 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,964 shares; 2025Q2: 21,191 shares; 2025Q3: 64,551 shares; 2025Q4: 94,363 shares; 2026Q1: 145,523 shares; 2026Q2: 145,973 shares 145,973 $3.76M 0.06% +450 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: 18,777 shares; 2024Q4: 36,623 shares; 2025Q1: 45,562 shares; 2025Q2: 45,755 shares; 2025Q3: 48,619 shares; 2025Q4: 104,162 shares; 2026Q1: 101,269 shares; 2026Q2: 56,105 shares 56,105 $3.76M 0.06% -45,164 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,700 shares; 2026Q2: 259,061 shares 259,061 $3.74M 0.06% -23,639 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: 3,616 shares; 2025Q1: 3,955 shares; 2025Q2: 4,492 shares; 2025Q3: 3,562 shares; 2025Q4: 3,932 shares; 2026Q1: 3,922 shares; 2026Q2: 3,891 shares 3,891 $3.74M 0.06% -31 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: 15,972 shares; 2024Q4: 16,792 shares; 2025Q1: 16,885 shares; 2025Q2: 17,075 shares; 2025Q3: 16,942 shares; 2025Q4: 16,840 shares; 2026Q1: 14,461 shares; 2026Q2: 14,348 shares 14,348 $3.74M 0.06% -113 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,965 shares; 2024Q4: 121,125 shares; 2025Q1: 79,802 shares; 2025Q2: 73,957 shares; 2025Q3: 75,505 shares; 2025Q4: 86,013 shares; 2026Q1: 84,939 shares; 2026Q2: 85,391 shares 85,391 $3.72M 0.06% +452 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: 48,430 shares; 2024Q4: 50,544 shares; 2025Q1: 59,122 shares; 2025Q2: 65,404 shares; 2025Q3: 68,239 shares; 2025Q4: 73,792 shares; 2026Q1: 78,422 shares; 2026Q2: 77,119 shares 77,119 $3.71M 0.06% -1,303 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,580 shares; 2024Q4: 34,156 shares; 2025Q1: 32,851 shares; 2025Q2: 11,237 shares; 2025Q3: 10,305 shares; 2025Q4: 10,884 shares; 2026Q1: 11,087 shares; 2026Q2: 10,753 shares 10,753 $3.7M 0.06% -334 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,325 shares; 2024Q4: 31,277 shares; 2025Q1: 50,003 shares; 2025Q2: 23,438 shares; 2025Q3: 25,072 shares; 2025Q4: 32,946 shares; 2026Q1: 35,494 shares; 2026Q2: 38,539 shares 38,539 $3.69M 0.06% +3,045 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 87,906 shares; 2026Q2: 99,380 shares 99,380 $3.69M 0.06% +11,474 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,392 shares; 2024Q4: 5,068 shares; 2025Q1: 5,434 shares; 2025Q2: 5,952 shares; 2025Q3: 54,745 shares; 2025Q4: 57,528 shares; 2026Q1: 60,590 shares; 2026Q2: 60,549 shares 60,549 $3.66M 0.06% -41 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 80,575 shares; 2026Q2: 88,691 shares 88,691 $3.63M 0.06% +8,116 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER 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: 69,860 shares; 2025Q4: 78,957 shares; 2026Q1: 83,880 shares; 2026Q2: 83,880 shares 83,880 $3.61M 0.06% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,400 shares; 2025Q2: 2,195 shares; 2025Q3: 12,296 shares; 2025Q4: 15,723 shares; 2026Q1: 18,152 shares; 2026Q2: 17,975 shares 17,975 $3.6M 0.06% -177 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,886 shares; 2024Q4: 17,361 shares; 2025Q1: 18,404 shares; 2025Q2: 19,050 shares; 2025Q3: 12,149 shares; 2025Q4: 13,363 shares; 2026Q1: 13,448 shares; 2026Q2: 13,433 shares 13,433 $3.58M 0.06% -15 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,285 shares; 2024Q4: 45,026 shares; 2025Q1: 74,267 shares; 2025Q2: 37,489 shares; 2025Q3: 37,977 shares; 2025Q4: 40,170 shares; 2026Q1: 44,054 shares; 2026Q2: 44,811 shares 44,811 $3.57M 0.06% +757 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,637 shares; 2025Q2: 31,872 shares; 2025Q3: 86,782 shares; 2025Q4: 77,038 shares; 2026Q1: 75,780 shares; 2026Q2: 75,780 shares 75,780 $3.57M 0.06% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 80,982 shares; 2026Q2: 91,787 shares 91,787 $3.55M 0.06% +10,805 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,226 shares; 2024Q4: 11,555 shares; 2025Q1: 11,631 shares; 2025Q2: 11,763 shares; 2025Q3: 12,114 shares; 2025Q4: 12,516 shares; 2026Q1: 12,628 shares; 2026Q2: 12,328 shares 12,328 $3.54M 0.06% -300 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,958 shares; 2024Q4: 5,004 shares; 2025Q1: 76,977 shares; 2025Q2: 16,536 shares; 2025Q3: 24,162 shares; 2025Q4: 40,713 shares; 2026Q1: 61,785 shares; 2026Q2: 69,532 shares 69,532 $3.52M 0.06% +7,747 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,721 shares; 2024Q4: 31,241 shares; 2025Q1: 25,886 shares; 2025Q2: 27,832 shares; 2025Q3: 27,424 shares; 2025Q4: 44,986 shares; 2026Q1: 45,056 shares; 2026Q2: 66,327 shares 66,327 $3.49M 0.06% +21,271 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,965 shares; 2024Q4: 24,594 shares; 2025Q1: 25,178 shares; 2025Q2: 25,777 shares; 2025Q3: 25,045 shares; 2025Q4: 26,108 shares; 2026Q1: 11,270 shares; 2026Q2: 11,403 shares 11,403 $3.49M 0.06% +133 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 724 shares; 2025Q1: 824 shares; 2025Q2: 5,871 shares; 2025Q3: 6,181 shares; 2025Q4: 6,969 shares; 2026Q1: 6,924 shares; 2026Q2: 6,333 shares 6,333 $3.48M 0.06% -591 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: not reported; 2025Q4: 4,429 shares; 2026Q1: 65,282 shares; 2026Q2: 69,749 shares 69,749 $3.46M 0.06% +4,467 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,500 shares; 2024Q4: 254,475 shares; 2025Q1: 155,761 shares; 2025Q2: 107,703 shares; 2025Q3: 123,187 shares; 2025Q4: 119,183 shares; 2026Q1: 103,978 shares; 2026Q2: 101,729 shares 101,729 $3.45M 0.06% -2,249 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: 34,107 shares; 2024Q4: 33,675 shares; 2025Q1: 144,449 shares; 2025Q2: 32,688 shares; 2025Q3: 31,084 shares; 2025Q4: 71,943 shares; 2026Q1: 34,656 shares; 2026Q2: 36,205 shares 36,205 $3.44M 0.06% +1,549 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796 shares; 2024Q4: 2,491 shares; 2025Q1: 3,076 shares; 2025Q2: 3,352 shares; 2025Q3: 3,349 shares; 2025Q4: 3,264 shares; 2026Q1: 10,654 shares; 2026Q2: 10,650 shares 10,650 $3.44M 0.06% -4 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 107,909 shares; 2026Q2: 93,770 shares 93,770 $3.42M 0.06% -14,139 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: 30,049 shares; 2024Q4: 28,193 shares; 2025Q1: 26,139 shares; 2025Q2: 25,931 shares; 2025Q3: 23,262 shares; 2025Q4: 25,200 shares; 2026Q1: 26,086 shares; 2026Q2: 35,845 shares 35,845 $3.42M 0.06% +9,759 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,638 shares; 2025Q1: 66,034 shares; 2025Q2: 66,134 shares; 2025Q3: 75,384 shares; 2025Q4: 83,924 shares; 2026Q1: 91,361 shares; 2026Q2: 91,361 shares 91,361 $3.42M 0.06% 0 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: 27,543 shares; 2024Q4: 31,947 shares; 2025Q1: 31,626 shares; 2025Q2: 33,396 shares; 2025Q3: 53,786 shares; 2025Q4: 73,409 shares; 2026Q1: 55,315 shares; 2026Q2: 46,647 shares 46,647 $3.4M 0.06% -8,668 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,918 shares; 2024Q4: 25,110 shares; 2025Q1: 36,655 shares; 2025Q2: 37,768 shares; 2025Q3: 47,093 shares; 2025Q4: 47,687 shares; 2026Q1: 95,298 shares; 2026Q2: 94,700 shares 94,700 $3.4M 0.06% -598 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: 1,242 shares; 2024Q4: 2,396 shares; 2025Q1: 2,976 shares; 2025Q2: 2,707 shares; 2025Q3: 2,644 shares; 2025Q4: 4,497 shares; 2026Q1: 5,334 shares; 2026Q2: 5,116 shares 5,116 $3.39M 0.06% -218 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: 42,990 shares; 2024Q4: 39,147 shares; 2025Q1: 37,084 shares; 2025Q2: 35,323 shares; 2025Q3: 34,599 shares; 2025Q4: 56,550 shares; 2026Q1: 62,876 shares; 2026Q2: 53,502 shares 53,502 $3.38M 0.06% -9,374 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,971 shares; 2024Q4: 72,995 shares; 2025Q1: 75,247 shares; 2025Q2: 74,787 shares; 2025Q3: 75,479 shares; 2025Q4: 72,356 shares; 2026Q1: 71,416 shares; 2026Q2: 70,889 shares 70,889 $3.32M 0.06% -527 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,567 shares; 2024Q4: 46,825 shares; 2025Q1: 89,471 shares; 2025Q2: 44,847 shares; 2025Q3: 48,873 shares; 2025Q4: 76,675 shares; 2026Q1: 83,027 shares; 2026Q2: 78,327 shares 78,327 $3.32M 0.05% -4,700 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,340 shares; 2024Q4: 39,816 shares; 2025Q1: 31,812 shares; 2025Q2: 22,282 shares; 2025Q3: 18,147 shares; 2025Q4: 75,207 shares; 2026Q1: 76,166 shares; 2026Q2: 69,514 shares 69,514 $3.26M 0.05% -6,652 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,989 shares; 2024Q4: 20,441 shares; 2025Q1: 20,470 shares; 2025Q2: 31,183 shares; 2025Q3: 30,995 shares; 2025Q4: 34,676 shares; 2026Q1: 34,084 shares; 2026Q2: 33,305 shares 33,305 $3.26M 0.05% -779 Timeline BFLX 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: 126,437 shares 126,437 $3.24M 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 6,057 shares; 2025Q1: 6,615 shares; 2025Q2: 7,253 shares; 2025Q3: 8,626 shares; 2025Q4: 11,846 shares; 2026Q1: 11,776 shares; 2026Q2: 10,502 shares 10,502 $3.23M 0.05% -1,274 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: 2,514 shares; 2024Q4: 4,641 shares; 2025Q1: 4,040 shares; 2025Q2: 6,240 shares; 2025Q3: 6,421 shares; 2025Q4: 8,833 shares; 2026Q1: 8,379 shares; 2026Q2: 7,280 shares 7,280 $3.22M 0.05% -1,099 Timeline APRJ 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: 153,058 shares; 2024Q4: 155,707 shares; 2025Q1: 121,913 shares; 2025Q2: 132,129 shares; 2025Q3: 130,322 shares; 2025Q4: 128,655 shares; 2026Q1: 131,052 shares; 2026Q2: 131,052 shares 131,052 $3.21M 0.05% 0 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: 20,225 shares; 2024Q4: 48,660 shares; 2025Q1: 48,065 shares; 2025Q2: 47,901 shares; 2025Q3: 48,014 shares; 2025Q4: 48,596 shares; 2026Q1: 56,098 shares; 2026Q2: 56,122 shares 56,122 $3.19M 0.05% +24 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: 29,849 shares; 2024Q4: 25,149 shares; 2025Q1: 23,634 shares; 2025Q2: 28,954 shares; 2025Q3: 27,367 shares; 2025Q4: 71,599 shares; 2026Q1: 81,139 shares; 2026Q2: 77,018 shares 77,018 $3.19M 0.05% -4,121 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,833 shares; 2024Q4: 20,506 shares; 2025Q1: 21,048 shares; 2025Q2: 21,954 shares; 2025Q3: 27,883 shares; 2025Q4: 52,215 shares; 2026Q1: 82,081 shares; 2026Q2: 86,779 shares 86,779 $3.17M 0.05% +4,698 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: 21,075 shares; 2024Q4: 23,090 shares; 2025Q1: 20,768 shares; 2025Q2: 24,087 shares; 2025Q3: 24,831 shares; 2025Q4: 28,541 shares; 2026Q1: 29,036 shares; 2026Q2: 27,344 shares 27,344 $3.17M 0.05% -1,692 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: 11,888 shares; 2024Q4: 26,886 shares; 2025Q1: 32,211 shares; 2025Q2: 42,096 shares; 2025Q3: 38,218 shares; 2025Q4: 74,585 shares; 2026Q1: 88,344 shares; 2026Q2: 85,151 shares 85,151 $3.14M 0.05% -3,193 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: 44,106 shares; 2024Q4: 55,689 shares; 2025Q1: 58,879 shares; 2025Q2: 54,673 shares; 2025Q3: 56,494 shares; 2025Q4: 64,471 shares; 2026Q1: 59,911 shares; 2026Q2: 51,758 shares 51,758 $3.13M 0.05% -8,153 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: 8,795 shares; 2024Q4: 9,967 shares; 2025Q1: 9,576 shares; 2025Q2: 14,034 shares; 2025Q3: 14,850 shares; 2025Q4: 18,825 shares; 2026Q1: 19,426 shares; 2026Q2: 17,012 shares 17,012 $3.12M 0.05% -2,414 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,707 shares; 2024Q4: 88,582 shares; 2025Q1: 103,369 shares; 2025Q2: 108,630 shares; 2025Q3: 109,370 shares; 2025Q4: 111,013 shares; 2026Q1: 74,790 shares; 2026Q2: 74,786 shares 74,786 $3.11M 0.05% -4 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,346 shares; 2024Q4: 182,532 shares; 2025Q1: 75,770 shares; 2025Q2: 73,946 shares; 2025Q3: 74,405 shares; 2025Q4: 74,285 shares; 2026Q1: 68,447 shares; 2026Q2: 65,953 shares 65,953 $3.11M 0.05% -2,494 Timeline VONV 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: 24,488 shares; 2024Q4: 25,502 shares; 2025Q1: 25,758 shares; 2025Q2: 25,741 shares; 2025Q3: 25,460 shares; 2025Q4: 33,036 shares; 2026Q1: 33,552 shares; 2026Q2: 32,298 shares 32,298 $3.11M 0.05% -1,254 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,667 shares; 2024Q4: 51,332 shares; 2025Q1: 53,752 shares; 2025Q2: 53,440 shares; 2025Q3: 52,415 shares; 2025Q4: 50,254 shares; 2026Q1: 47,991 shares; 2026Q2: 48,092 shares 48,092 $3.09M 0.05% +101 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,074 shares; 2024Q4: 79,219 shares; 2025Q1: 114,922 shares; 2025Q2: 122,584 shares; 2025Q3: 213,836 shares; 2025Q4: 186,539 shares; 2026Q1: 164,278 shares; 2026Q2: 164,278 shares 164,278 $3.09M 0.05% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,556 shares; 2025Q4: 5,627 shares; 2026Q1: 7,095 shares; 2026Q2: 6,495 shares 6,495 $3.04M 0.05% -600 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,865 shares; 2024Q4: 15,789 shares; 2025Q1: 17,442 shares; 2025Q2: 17,937 shares; 2025Q3: 17,849 shares; 2025Q4: 26,459 shares; 2026Q1: 34,527 shares; 2026Q2: 34,193 shares 34,193 $3M 0.05% -334 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,231 shares; 2024Q4: 9,239 shares; 2025Q1: 9,108 shares; 2025Q2: 8,920 shares; 2025Q3: 7,665 shares; 2025Q4: 77,063 shares; 2026Q1: 70,800 shares; 2026Q2: 63,863 shares 63,863 $3M 0.05% -6,937 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: 106,464 shares 106,464 $2.99M 0.05% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,287 shares; 2024Q4: 417,943 shares; 2025Q1: 83,427 shares; 2025Q2: 76,380 shares; 2025Q3: 77,691 shares; 2025Q4: 78,140 shares; 2026Q1: 75,502 shares; 2026Q2: 75,502 shares 75,502 $2.98M 0.05% 0 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: 39,750 shares; 2024Q4: 52,192 shares; 2025Q1: 50,937 shares; 2025Q2: 51,703 shares; 2025Q3: 51,517 shares; 2025Q4: 84,457 shares; 2026Q1: 81,578 shares; 2026Q2: 78,900 shares 78,900 $2.96M 0.05% -2,678 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,196 shares; 2025Q4: 78,774 shares; 2026Q1: 81,259 shares; 2026Q2: 81,259 shares 81,259 $2.96M 0.05% 0 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: 52,619 shares; 2024Q4: 66,545 shares; 2025Q1: 75,555 shares; 2025Q2: 59,498 shares; 2025Q3: 56,958 shares; 2025Q4: 62,129 shares; 2026Q1: 57,359 shares; 2026Q2: 56,433 shares 56,433 $2.96M 0.05% -926 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,852 shares; 2024Q4: 10,295 shares; 2025Q1: 9,224 shares; 2025Q2: 9,904 shares; 2025Q3: 21,235 shares; 2025Q4: 23,923 shares; 2026Q1: 11,913 shares; 2026Q2: 11,749 shares 11,749 $2.96M 0.05% -164 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: 49,356 shares; 2024Q4: 51,088 shares; 2025Q1: 53,494 shares; 2025Q2: 57,408 shares; 2025Q3: 60,750 shares; 2025Q4: 82,943 shares; 2026Q1: 58,190 shares; 2026Q2: 36,358 shares 36,358 $2.95M 0.05% -21,832 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,545 shares; 2025Q2: 22,141 shares; 2025Q3: 35,262 shares; 2025Q4: 92,667 shares; 2026Q1: 92,350 shares; 2026Q2: 58,613 shares 58,613 $2.92M 0.05% -33,737 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 137,800 shares; 2025Q4: 146,391 shares; 2026Q1: 171,961 shares; 2026Q2: 170,261 shares 170,261 $2.91M 0.05% -1,700 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,018 shares; 2024Q4: 49,125 shares; 2025Q1: 55,203 shares; 2025Q2: 55,490 shares; 2025Q3: 53,934 shares; 2025Q4: 54,578 shares; 2026Q1: 57,703 shares; 2026Q2: 55,335 shares 55,335 $2.91M 0.05% -2,368 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,354 shares; 2024Q4: 12,327 shares; 2025Q1: 12,397 shares; 2025Q2: 12,622 shares; 2025Q3: 12,637 shares; 2025Q4: 21,651 shares; 2026Q1: 20,320 shares; 2026Q2: 19,140 shares 19,140 $2.91M 0.05% -1,180 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME 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: not reported; 2025Q4: not reported; 2026Q1: 276,683 shares; 2026Q2: 276,683 shares 276,683 $2.89M 0.05% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,403 shares; 2024Q4: 36,037 shares; 2025Q1: 37,627 shares; 2025Q2: 37,513 shares; 2025Q3: 36,747 shares; 2025Q4: 40,360 shares; 2026Q1: 43,186 shares; 2026Q2: 54,670 shares 54,670 $2.88M 0.05% +11,484 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,623 shares; 2024Q4: 36,702 shares; 2025Q1: 42,993 shares; 2025Q2: 48,967 shares; 2025Q3: 46,690 shares; 2025Q4: 47,369 shares; 2026Q1: 44,342 shares; 2026Q2: 43,529 shares 43,529 $2.87M 0.05% -813 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,744 shares; 2024Q4: 20,823 shares; 2025Q1: 23,921 shares; 2025Q2: 23,417 shares; 2025Q3: 20,485 shares; 2025Q4: 22,897 shares; 2026Q1: 21,917 shares; 2026Q2: 21,739 shares 21,739 $2.86M 0.05% -178 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870 shares; 2024Q4: 4,136 shares; 2025Q1: 4,155 shares; 2025Q2: 4,132 shares; 2025Q3: 4,277 shares; 2025Q4: 4,231 shares; 2026Q1: 20,571 shares; 2026Q2: 20,611 shares 20,611 $2.85M 0.05% +40 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,072 shares; 2024Q4: 130,914 shares; 2025Q1: 76,164 shares; 2025Q2: 68,178 shares; 2025Q3: 62,549 shares; 2025Q4: 60,978 shares; 2026Q1: 62,396 shares; 2026Q2: 62,396 shares 62,396 $2.83M 0.05% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,291 shares; 2024Q4: not reported; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,078 shares; 2026Q1: 37,141 shares; 2026Q2: 27,684 shares 27,684 $2.82M 0.05% -9,457 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,957 shares; 2024Q4: 43,105 shares; 2025Q1: 41,825 shares; 2025Q2: 44,194 shares; 2025Q3: 47,966 shares; 2025Q4: 85,228 shares; 2026Q1: 124,349 shares; 2026Q2: 125,028 shares 125,028 $2.79M 0.05% +679 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: 5,539 shares; 2024Q4: 15,245 shares; 2025Q1: 14,885 shares; 2025Q2: 14,595 shares; 2025Q3: 17,308 shares; 2025Q4: 21,841 shares; 2026Q1: 21,346 shares; 2026Q2: 21,075 shares 21,075 $2.77M 0.05% -271 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,332 shares; 2025Q2: 51,332 shares; 2025Q3: 48,628 shares; 2025Q4: 56,256 shares; 2026Q1: 56,881 shares; 2026Q2: 55,216 shares 55,216 $2.75M 0.05% -1,665 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,838 shares; 2024Q4: 9,929 shares; 2025Q1: 10,033 shares; 2025Q2: 9,736 shares; 2025Q3: 9,743 shares; 2025Q4: 10,724 shares; 2026Q1: 10,704 shares; 2026Q2: 10,743 shares 10,743 $2.74M 0.05% +39 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: 464 shares; 2024Q4: 916 shares; 2025Q1: 800 shares; 2025Q2: 1,596 shares; 2025Q3: 5,399 shares; 2025Q4: 6,888 shares; 2026Q1: 6,241 shares; 2026Q2: 5,980 shares 5,980 $2.74M 0.05% -261 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,834 shares; 2024Q4: 28,435 shares; 2025Q1: 34,409 shares; 2025Q2: 13,636 shares; 2025Q3: 13,711 shares; 2025Q4: 12,174 shares; 2026Q1: 12,338 shares; 2026Q2: 12,295 shares 12,295 $2.74M 0.05% -43 Timeline APRH 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: 118,814 shares; 2024Q4: 115,288 shares; 2025Q1: 112,215 shares; 2025Q2: 118,661 shares; 2025Q3: 116,267 shares; 2025Q4: 113,539 shares; 2026Q1: 109,981 shares; 2026Q2: 109,981 shares 109,981 $2.7M 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,277 shares; 2024Q4: 68,548 shares; 2025Q1: 72,564 shares; 2025Q2: 61,138 shares; 2025Q3: 36,109 shares; 2025Q4: 39,986 shares; 2026Q1: 38,895 shares; 2026Q2: 33,689 shares 33,689 $2.7M 0.04% -5,206 Timeline BUFB 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: 71,277 shares; 2024Q4: 73,640 shares; 2025Q1: 72,009 shares; 2025Q2: 67,929 shares; 2025Q3: 69,895 shares; 2025Q4: 77,745 shares; 2026Q1: 78,496 shares; 2026Q2: 74,533 shares 74,533 $2.69M 0.04% -3,963 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: 6,770 shares; 2024Q4: 7,183 shares; 2025Q1: 5,958 shares; 2025Q2: 5,523 shares; 2025Q3: 5,079 shares; 2025Q4: 53,776 shares; 2026Q1: 62,248 shares; 2026Q2: 58,698 shares 58,698 $2.69M 0.04% -3,550 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: 6,476 shares; 2025Q1: 12,207 shares; 2025Q2: 16,828 shares; 2025Q3: 15,620 shares; 2025Q4: 19,809 shares; 2026Q1: 52,277 shares; 2026Q2: 54,482 shares 54,482 $2.67M 0.04% +2,205 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,090 shares; 2025Q4: 105,586 shares; 2026Q1: 117,859 shares; 2026Q2: 114,410 shares 114,410 $2.67M 0.04% -3,449 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,340 shares; 2024Q4: not reported; 2025Q1: 300,016 shares; 2025Q2: 97,249 shares; 2025Q3: 23,558 shares; 2025Q4: 74,357 shares; 2026Q1: 156,237 shares; 2026Q2: 155,515 shares 155,515 $2.66M 0.04% -722 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: 5,804 shares; 2024Q4: 8,159 shares; 2025Q1: 8,118 shares; 2025Q2: 8,248 shares; 2025Q3: 9,313 shares; 2025Q4: 19,282 shares; 2026Q1: 12,569 shares; 2026Q2: 12,011 shares 12,011 $2.65M 0.04% -558 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,422 shares; 2025Q2: 18,393 shares; 2025Q3: 33,219 shares; 2025Q4: 82,539 shares; 2026Q1: 99,393 shares; 2026Q2: 99,857 shares 99,857 $2.62M 0.04% +464 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,613 shares; 2025Q4: 81,652 shares; 2026Q1: 90,166 shares; 2026Q2: 91,351 shares 91,351 $2.62M 0.04% +1,185 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: 535 shares; 2024Q4: 660 shares; 2025Q1: 924 shares; 2025Q2: 17,386 shares; 2025Q3: 19,612 shares; 2025Q4: 25,798 shares; 2026Q1: 28,446 shares; 2026Q2: 28,259 shares 28,259 $2.61M 0.04% -187 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,842 shares; 2025Q1: 16,767 shares; 2025Q2: 15,819 shares; 2025Q3: 14,214 shares; 2025Q4: 17,321 shares; 2026Q1: 17,416 shares; 2026Q2: 15,170 shares 15,170 $2.6M 0.04% -2,246 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 820 shares; 2025Q1: 1,160 shares; 2025Q2: 1,098 shares; 2025Q3: 1,054 shares; 2025Q4: 1,392 shares; 2026Q1: 1,361 shares; 2026Q2: 4,842 shares 4,842 $2.59M 0.04% +3,481 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,902 shares; 2025Q2: 47,490 shares; 2025Q3: 40,381 shares; 2025Q4: 42,172 shares; 2026Q1: 25,345 shares; 2026Q2: 25,345 shares 25,345 $2.58M 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,381 shares; 2024Q4: 8,741 shares; 2025Q1: 8,740 shares; 2025Q2: 9,956 shares; 2025Q3: 11,587 shares; 2025Q4: 14,048 shares; 2026Q1: 15,628 shares; 2026Q2: 12,775 shares 12,775 $2.57M 0.04% -2,853 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: 7,457 shares; 2024Q4: 14,960 shares; 2025Q1: 9,451 shares; 2025Q2: 8,949 shares; 2025Q3: 9,063 shares; 2025Q4: 9,705 shares; 2026Q1: 9,218 shares; 2026Q2: 9,195 shares 9,195 $2.57M 0.04% -23 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: 13,466 shares; 2024Q4: 14,014 shares; 2025Q1: 14,255 shares; 2025Q2: 14,400 shares; 2025Q3: 14,483 shares; 2025Q4: 15,721 shares; 2026Q1: 15,658 shares; 2026Q2: 14,965 shares 14,965 $2.57M 0.04% -693 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,015 shares; 2025Q4: 46,601 shares; 2026Q1: 54,018 shares; 2026Q2: 57,294 shares 57,294 $2.55M 0.04% +3,276 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 5,850 shares; 2025Q1: 5,681 shares; 2025Q2: 5,740 shares; 2025Q3: 5,665 shares; 2025Q4: 6,739 shares; 2026Q1: 8,249 shares; 2026Q2: 7,950 shares 7,950 $2.55M 0.04% -299 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,669 shares; 2024Q4: 63,280 shares; 2025Q1: 63,040 shares; 2025Q2: 55,587 shares; 2025Q3: 58,206 shares; 2025Q4: 85,134 shares; 2026Q1: 85,412 shares; 2026Q2: 85,608 shares 85,608 $2.52M 0.04% +196 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: not reported; 2024Q4: 90,196 shares; 2025Q1: 199,669 shares; 2025Q2: 196,559 shares; 2025Q3: 11,217 shares; 2025Q4: 46,795 shares; 2026Q1: 54,612 shares; 2026Q2: 51,190 shares 51,190 $2.51M 0.04% -3,422 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,482 shares; 2024Q4: 18,351 shares; 2025Q1: 18,970 shares; 2025Q2: 19,470 shares; 2025Q3: 19,535 shares; 2025Q4: 23,911 shares; 2026Q1: 24,397 shares; 2026Q2: 24,972 shares 24,972 $2.49M 0.04% +575 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: 12,751 shares; 2024Q4: 22,559 shares; 2025Q1: 23,020 shares; 2025Q2: 22,508 shares; 2025Q3: 26,727 shares; 2025Q4: 27,327 shares; 2026Q1: 23,095 shares; 2026Q2: 20,983 shares 20,983 $2.49M 0.04% -2,112 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,815 shares; 2024Q4: 12,408 shares; 2025Q1: 28,709 shares; 2025Q2: 14,011 shares; 2025Q3: 15,616 shares; 2025Q4: 18,042 shares; 2026Q1: 20,972 shares; 2026Q2: 20,953 shares 20,953 $2.48M 0.04% -19 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,200 shares; 2026Q2: 23,967 shares 23,967 $2.47M 0.04% -1,233 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,545 shares; 2024Q4: 147,569 shares; 2025Q1: 146,851 shares; 2025Q2: 138,410 shares; 2025Q3: 151,473 shares; 2025Q4: 160,364 shares; 2026Q1: 108,595 shares; 2026Q2: 107,450 shares 107,450 $2.47M 0.04% -1,145 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,596 shares; 2024Q4: 344,902 shares; 2025Q1: 133,968 shares; 2025Q2: 94,893 shares; 2025Q3: 74,671 shares; 2025Q4: 72,847 shares; 2026Q1: 63,229 shares; 2026Q2: 63,229 shares 63,229 $2.45M 0.04% 0 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,757 shares; 2026Q1: 26,931 shares; 2026Q2: 26,931 shares 26,931 $2.44M 0.04% 0 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: 17,904 shares; 2024Q4: 11,635 shares; 2025Q1: 23,016 shares; 2025Q2: 41,195 shares; 2025Q3: 41,569 shares; 2025Q4: 27,422 shares; 2026Q1: 33,876 shares; 2026Q2: 34,494 shares 34,494 $2.41M 0.04% +618 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,019 shares; 2024Q4: 16,527 shares; 2025Q1: 18,465 shares; 2025Q2: 17,601 shares; 2025Q3: 17,610 shares; 2025Q4: 70,457 shares; 2026Q1: 51,350 shares; 2026Q2: 32,213 shares 32,213 $2.4M 0.04% -19,137 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,196 shares; 2024Q4: 22,408 shares; 2025Q1: 21,652 shares; 2025Q2: 24,172 shares; 2025Q3: 23,303 shares; 2025Q4: 29,392 shares; 2026Q1: 26,851 shares; 2026Q2: 25,869 shares 25,869 $2.39M 0.04% -982 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: 2,980 shares; 2025Q1: 2,776 shares; 2025Q2: 2,803 shares; 2025Q3: 2,752 shares; 2025Q4: 2,805 shares; 2026Q1: 1,894 shares; 2026Q2: 1,893 shares 1,893 $2.39M 0.04% -1 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: 924 shares; 2024Q4: 861 shares; 2025Q1: 1,206 shares; 2025Q2: 1,581 shares; 2025Q3: 1,936 shares; 2025Q4: 2,848 shares; 2026Q1: 2,660 shares; 2026Q2: 2,602 shares 2,602 $2.39M 0.04% -58 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: 6,593 shares; 2024Q4: 118,876 shares; 2025Q1: 15,146 shares; 2025Q2: 111,205 shares; 2025Q3: 11,471 shares; 2025Q4: 10,885 shares; 2026Q1: 10,334 shares; 2026Q2: 9,243 shares 9,243 $2.38M 0.04% -1,091 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: 37,391 shares; 2024Q4: 72,977 shares; 2025Q1: 57,629 shares; 2025Q2: 52,970 shares; 2025Q3: 66,014 shares; 2025Q4: 83,443 shares; 2026Q1: 70,486 shares; 2026Q2: 70,528 shares 70,528 $2.35M 0.04% +42 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: 5,594 shares; 2024Q4: 8,868 shares; 2025Q1: 9,349 shares; 2025Q2: 7,849 shares; 2025Q3: 16,240 shares; 2025Q4: 24,054 shares; 2026Q1: 26,063 shares; 2026Q2: 25,364 shares 25,364 $2.34M 0.04% -699 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,552 shares; 2025Q1: 2,858 shares; 2025Q2: 2,146 shares; 2025Q3: 11,003 shares; 2025Q4: 11,058 shares; 2026Q1: 12,972 shares; 2026Q2: 12,872 shares 12,872 $2.32M 0.04% -100 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: 4,794 shares; 2025Q3: 4,732 shares; 2025Q4: 11,578 shares; 2026Q1: 10,673 shares; 2026Q2: 9,335 shares 9,335 $2.3M 0.04% -1,338 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,345 shares; 2024Q4: 42,136 shares; 2025Q1: 60,240 shares; 2025Q2: 81,296 shares; 2025Q3: 82,131 shares; 2025Q4: 68,959 shares; 2026Q1: 69,837 shares; 2026Q2: 69,837 shares 69,837 $2.3M 0.04% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,150 shares; 2025Q2: 10,812 shares; 2025Q3: 28,910 shares; 2025Q4: 50,882 shares; 2026Q1: 77,140 shares; 2026Q2: 77,386 shares 77,386 $2.29M 0.04% +246 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,506 shares; 2025Q1: 2,686 shares; 2025Q2: 2,693 shares; 2025Q3: 2,866 shares; 2025Q4: 4,655 shares; 2026Q1: 9,277 shares; 2026Q2: 8,205 shares 8,205 $2.28M 0.04% -1,072 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,375 shares; 2026Q1: 37,653 shares; 2026Q2: 36,308 shares 36,308 $2.27M 0.04% -1,345 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,922 shares; 2024Q4: 147,211 shares; 2025Q1: 16,783 shares; 2025Q2: 179,400 shares; 2025Q3: 17,180 shares; 2025Q4: 19,536 shares; 2026Q1: 18,131 shares; 2026Q2: 15,581 shares 15,581 $2.26M 0.04% -2,550 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: 12,948 shares; 2024Q4: 13,956 shares; 2025Q1: 15,879 shares; 2025Q2: 14,246 shares; 2025Q3: 13,720 shares; 2025Q4: 13,931 shares; 2026Q1: 12,861 shares; 2026Q2: 11,882 shares 11,882 $2.25M 0.04% -979 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: 5,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,271 shares; 2026Q1: 47,896 shares; 2026Q2: 44,306 shares 44,306 $2.25M 0.04% -3,590 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: 20,489 shares; 2024Q4: 18,993 shares; 2025Q1: 17,415 shares; 2025Q2: 23,056 shares; 2025Q3: 23,761 shares; 2025Q4: 26,661 shares; 2026Q1: 28,465 shares; 2026Q2: 27,179 shares 27,179 $2.25M 0.04% -1,286 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: 7,831 shares; 2024Q4: 11,115 shares; 2025Q1: 12,988 shares; 2025Q2: 16,753 shares; 2025Q3: 18,370 shares; 2025Q4: 17,976 shares; 2026Q1: 16,976 shares; 2026Q2: 16,916 shares 16,916 $2.24M 0.04% -60 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,155 shares; 2024Q4: 11,122 shares; 2025Q1: 13,361 shares; 2025Q2: 13,723 shares; 2025Q3: 13,175 shares; 2025Q4: 12,886 shares; 2026Q1: 12,720 shares; 2026Q2: 12,709 shares 12,709 $2.23M 0.04% -11 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: 7,466 shares; 2024Q4: 8,730 shares; 2025Q1: 8,883 shares; 2025Q2: 10,157 shares; 2025Q3: 10,628 shares; 2025Q4: 28,062 shares; 2026Q1: 26,108 shares; 2026Q2: 10,755 shares 10,755 $2.19M 0.04% -15,353 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,323 shares; 2025Q1: 4,407 shares; 2025Q2: 4,161 shares; 2025Q3: 4,674 shares; 2025Q4: 6,188 shares; 2026Q1: 6,601 shares; 2026Q2: 8,673 shares 8,673 $2.19M 0.04% +2,072 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,443 shares; 2026Q1: 17,174 shares; 2026Q2: 17,174 shares 17,174 $2.18M 0.04% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,795 shares; 2026Q1: 11,488 shares; 2026Q2: 7,874 shares 7,874 $2.17M 0.04% -3,614 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,987 shares; 2024Q4: 15,102 shares; 2025Q1: 23,959 shares; 2025Q2: 36,059 shares; 2025Q3: 30,826 shares; 2025Q4: 54,857 shares; 2026Q1: 52,630 shares; 2026Q2: 52,038 shares 52,038 $2.17M 0.04% -592 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: 11,082 shares; 2024Q4: 21,430 shares; 2025Q1: 19,738 shares; 2025Q2: 17,736 shares; 2025Q3: 19,581 shares; 2025Q4: 30,100 shares; 2026Q1: 29,865 shares; 2026Q2: 22,194 shares 22,194 $2.14M 0.04% -7,671 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,073 shares; 2025Q4: 5,738 shares; 2026Q1: 43,527 shares; 2026Q2: 43,235 shares 43,235 $2.14M 0.04% -292 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,201 shares; 2026Q1: 59,956 shares; 2026Q2: 59,956 shares 59,956 $2.12M 0.04% 0 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: 42,130 shares 42,130 $2.12M 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,837 shares; 2025Q4: 19,255 shares; 2026Q1: 20,243 shares; 2026Q2: 19,700 shares 19,700 $2.12M 0.04% -543 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,893 shares; 2025Q4: 3,981 shares; 2026Q1: 3,879 shares; 2026Q2: 3,883 shares 3,883 $2.11M 0.03% +4 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: not reported; 2024Q4: 4,949 shares; 2025Q1: 5,038 shares; 2025Q2: 7,517 shares; 2025Q3: 7,682 shares; 2025Q4: 7,834 shares; 2026Q1: 8,618 shares; 2026Q2: 8,418 shares 8,418 $2.11M 0.03% -200 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,176 shares; 2025Q1: 36,288 shares; 2025Q2: 36,359 shares; 2025Q3: 36,394 shares; 2025Q4: 38,667 shares; 2026Q1: 40,294 shares; 2026Q2: 40,294 shares 40,294 $2.1M 0.03% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,230 shares; 2025Q1: 17,074 shares; 2025Q2: 18,561 shares; 2025Q3: 19,030 shares; 2025Q4: 20,673 shares; 2026Q1: 19,614 shares; 2026Q2: 19,109 shares 19,109 $2.07M 0.03% -505 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,314 shares; 2024Q4: 43,234 shares; 2025Q1: 40,884 shares; 2025Q2: 37,804 shares; 2025Q3: 38,393 shares; 2025Q4: 42,244 shares; 2026Q1: 39,838 shares; 2026Q2: 39,375 shares 39,375 $2.07M 0.03% -463 Timeline ANGL 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: 87,340 shares; 2024Q4: 91,157 shares; 2025Q1: 36,661 shares; 2025Q2: 23,243 shares; 2025Q3: 25,473 shares; 2025Q4: 35,448 shares; 2026Q1: 71,688 shares; 2026Q2: 71,688 shares 71,688 $2.06M 0.03% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,110 shares; 2024Q4: 32,150 shares; 2025Q1: 41,163 shares; 2025Q2: 51,584 shares; 2025Q3: 75,114 shares; 2025Q4: 156,056 shares; 2026Q1: 186,891 shares; 2026Q2: 186,847 shares 186,847 $2.06M 0.03% -44 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,213 shares; 2024Q4: 9,921 shares; 2025Q1: 9,524 shares; 2025Q2: 9,365 shares; 2025Q3: 19,079 shares; 2025Q4: 18,261 shares; 2026Q1: 17,961 shares; 2026Q2: 18,210 shares 18,210 $2.06M 0.03% +249 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,518 shares; 2024Q4: 6,962 shares; 2025Q1: 6,739 shares; 2025Q2: 6,731 shares; 2025Q3: 6,773 shares; 2025Q4: 6,564 shares; 2026Q1: 6,968 shares; 2026Q2: 6,801 shares 6,801 $2.03M 0.03% -167 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,054 shares; 2024Q4: 7,694 shares; 2025Q1: 8,079 shares; 2025Q2: 11,271 shares; 2025Q3: 11,808 shares; 2025Q4: 12,407 shares; 2026Q1: 11,676 shares; 2026Q2: 11,181 shares 11,181 $2.03M 0.03% -495 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,371 shares; 2024Q4: 32,868 shares; 2025Q1: 33,530 shares; 2025Q2: 31,687 shares; 2025Q3: 30,613 shares; 2025Q4: 34,009 shares; 2026Q1: 34,040 shares; 2026Q2: 34,017 shares 34,017 $2.02M 0.03% -23 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,194 shares; 2025Q1: 12,128 shares; 2025Q2: 24,683 shares; 2025Q3: 68,406 shares; 2025Q4: 84,853 shares; 2026Q1: 84,684 shares; 2026Q2: 84,684 shares 84,684 $2.02M 0.03% 0 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 60,210 shares; 2026Q2: 56,841 shares 56,841 $2.02M 0.03% -3,369 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 12,660 shares; 2025Q1: 11,814 shares; 2025Q2: 14,669 shares; 2025Q3: 16,288 shares; 2025Q4: 19,634 shares; 2026Q1: 19,993 shares; 2026Q2: 18,276 shares 18,276 $2.02M 0.03% -1,717 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: 13,779 shares; 2026Q2: 10,283 shares 10,283 $2.02M 0.03% -3,496 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,437 shares; 2024Q4: 33,459 shares; 2025Q1: 27,117 shares; 2025Q2: 27,253 shares; 2025Q3: 30,411 shares; 2025Q4: 46,916 shares; 2026Q1: 36,764 shares; 2026Q2: 41,455 shares 41,455 $2.02M 0.03% +4,691 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,163 shares; 2025Q4: 1,583 shares; 2026Q1: 8,708 shares; 2026Q2: 8,631 shares 8,631 $2.01M 0.03% -77 Timeline JULH 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: 99,196 shares; 2024Q4: 100,208 shares; 2025Q1: 91,531 shares; 2025Q2: 88,659 shares; 2025Q3: 84,479 shares; 2025Q4: 85,994 shares; 2026Q1: 81,178 shares; 2026Q2: 81,027 shares 81,027 $2M 0.03% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,736 shares; 2026Q1: 24,435 shares; 2026Q2: 24,434 shares 24,434 $2M 0.03% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 7,007 shares; 2025Q1: 6,963 shares; 2025Q2: 7,684 shares; 2025Q3: 7,880 shares; 2025Q4: 11,853 shares; 2026Q1: 11,959 shares; 2026Q2: 11,631 shares 11,631 $2M 0.03% -328 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: 22,209 shares; 2024Q4: 23,565 shares; 2025Q1: 26,748 shares; 2025Q2: 26,538 shares; 2025Q3: 26,897 shares; 2025Q4: 30,119 shares; 2026Q1: 28,336 shares; 2026Q2: 28,211 shares 28,211 $1.99M 0.03% -125 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943 shares; 2024Q4: 16,222 shares; 2025Q1: 26,956 shares; 2025Q2: 27,319 shares; 2025Q3: 31,563 shares; 2025Q4: 39,519 shares; 2026Q1: 45,954 shares; 2026Q2: 44,272 shares 44,272 $1.99M 0.03% -1,682 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,845 shares; 2024Q4: 36,905 shares; 2025Q1: 37,626 shares; 2025Q2: 40,615 shares; 2025Q3: 40,615 shares; 2025Q4: 55,827 shares; 2026Q1: 64,069 shares; 2026Q2: 64,069 shares 64,069 $1.99M 0.03% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,802 shares; 2024Q4: 62,919 shares; 2025Q1: 72,445 shares; 2025Q2: 72,521 shares; 2025Q3: 74,216 shares; 2025Q4: 57,056 shares; 2026Q1: 35,590 shares; 2026Q2: 35,605 shares 35,605 $1.99M 0.03% +15 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,370 shares; 2026Q1: 68,858 shares; 2026Q2: 68,858 shares 68,858 $1.98M 0.03% 0 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: 3,307 shares; 2024Q4: 6,726 shares; 2025Q1: 7,245 shares; 2025Q2: 9,822 shares; 2025Q3: 9,506 shares; 2025Q4: 10,609 shares; 2026Q1: 10,054 shares; 2026Q2: 9,934 shares 9,934 $1.98M 0.03% -120 Timeline PGX 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: 214,102 shares; 2024Q4: 210,557 shares; 2025Q1: 210,610 shares; 2025Q2: 197,073 shares; 2025Q3: 192,127 shares; 2025Q4: 200,697 shares; 2026Q1: 193,447 shares; 2026Q2: 180,336 shares 180,336 $1.96M 0.03% -13,111 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: 499 shares; 2024Q4: 4,279 shares; 2025Q1: 4,685 shares; 2025Q2: 4,710 shares; 2025Q3: 5,017 shares; 2025Q4: 4,707 shares; 2026Q1: 4,989 shares; 2026Q2: 4,908 shares 4,908 $1.96M 0.03% -81 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: 11,768 shares; 2024Q4: 13,373 shares; 2025Q1: 13,092 shares; 2025Q2: 11,801 shares; 2025Q3: 11,862 shares; 2025Q4: 12,713 shares; 2026Q1: 13,677 shares; 2026Q2: 13,316 shares 13,316 $1.94M 0.03% -361 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,398 shares; 2024Q4: 8,658 shares; 2025Q1: 9,883 shares; 2025Q2: 8,873 shares; 2025Q3: 8,817 shares; 2025Q4: 35,531 shares; 2026Q1: 38,662 shares; 2026Q2: 37,834 shares 37,834 $1.94M 0.03% -828 Timeline DTCR 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: 65,619 shares; 2025Q2: 70,010 shares; 2025Q3: 74,843 shares; 2025Q4: 81,496 shares; 2026Q1: 80,874 shares; 2026Q2: 80,874 shares 80,874 $1.94M 0.03% 0 Timeline JPIE 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: 13,041 shares; 2024Q4: 17,552 shares; 2025Q1: 21,552 shares; 2025Q2: 18,486 shares; 2025Q3: 39,138 shares; 2025Q4: 43,777 shares; 2026Q1: 46,128 shares; 2026Q2: 41,898 shares 41,898 $1.93M 0.03% -4,230 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,041 shares; 2024Q4: 21,279 shares; 2025Q1: 22,198 shares; 2025Q2: 24,059 shares; 2025Q3: 23,598 shares; 2025Q4: 28,000 shares; 2026Q1: 28,836 shares; 2026Q2: 28,836 shares 28,836 $1.89M 0.03% 0 Timeline SPGP 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: 43,488 shares; 2024Q4: 47,174 shares; 2025Q1: 51,209 shares; 2025Q2: 27,951 shares; 2025Q3: 16,874 shares; 2025Q4: 19,695 shares; 2026Q1: 17,405 shares; 2026Q2: 17,362 shares 17,362 $1.88M 0.03% -43 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,308 shares; 2025Q2: 37,450 shares; 2025Q3: 37,361 shares; 2025Q4: 35,228 shares; 2026Q1: 51,789 shares; 2026Q2: 51,809 shares 51,809 $1.88M 0.03% +20 Timeline PCY 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: 70,577 shares; 2024Q4: 64,739 shares; 2025Q1: 56,773 shares; 2025Q2: 59,708 shares; 2025Q3: 65,227 shares; 2025Q4: 72,995 shares; 2026Q1: 89,958 shares; 2026Q2: 89,707 shares 89,707 $1.87M 0.03% -251 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,201 shares; 2025Q1: 41,625 shares; 2025Q2: 52,710 shares; 2025Q3: 52,710 shares; 2025Q4: 52,780 shares; 2026Q1: 65,885 shares; 2026Q2: 65,835 shares 65,835 $1.87M 0.03% -50 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: 1,611 shares; 2025Q1: 1,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,458 shares; 2026Q2: 7,458 shares 7,458 $1.87M 0.03% 0 Timeline MGC 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: 4,501 shares; 2024Q4: 4,845 shares; 2025Q1: 3,458 shares; 2025Q2: 3,536 shares; 2025Q3: 3,228 shares; 2025Q4: 7,326 shares; 2026Q1: 7,418 shares; 2026Q2: 7,254 shares 7,254 $1.86M 0.03% -164 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,963 shares; 2024Q4: 65,803 shares; 2025Q1: 65,053 shares; 2025Q2: 63,722 shares; 2025Q3: 63,273 shares; 2025Q4: 43,301 shares; 2026Q1: 35,705 shares; 2026Q2: 35,705 shares 35,705 $1.85M 0.03% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,106 shares; 2024Q4: 22,560 shares; 2025Q1: 23,007 shares; 2025Q2: 14,795 shares; 2025Q3: 14,081 shares; 2025Q4: 14,092 shares; 2026Q1: 13,369 shares; 2026Q2: 13,369 shares 13,369 $1.85M 0.03% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 934 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 653 shares; 2025Q4: 3,899 shares; 2026Q1: 3,935 shares; 2026Q2: 17,408 shares 17,408 $1.84M 0.03% +13,473 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: 35,662 shares; 2026Q2: 36,220 shares 36,220 $1.84M 0.03% +558 Timeline