NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,173,713 shares; 2024Q4: 2,293,255 shares; 2025Q1: 2,525,842 shares; 2025Q2: 2,747,675 shares; 2025Q3: 2,797,056 shares; 2025Q4: 3,071,793 shares; 2026Q1: 3,604,413 shares; 2026Q2: 3,849,032 shares 3,849,032 $770M 3.59% +244,619 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532,986 shares; 2024Q4: 1,631,483 shares; 2025Q1: 1,694,316 shares; 2025Q2: 1,803,941 shares; 2025Q3: 2,010,129 shares; 2025Q4: 2,150,834 shares; 2026Q1: 2,418,374 shares; 2026Q2: 2,564,770 shares 2,564,770 $742M 3.46% +146,396 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: 678,418 shares; 2024Q4: 754,812 shares; 2025Q1: 818,083 shares; 2025Q2: 821,982 shares; 2025Q3: 879,949 shares; 2025Q4: 1,031,541 shares; 2026Q1: 1,284,331 shares; 2026Q2: 1,366,663 shares 1,366,663 $510M 2.38% +82,332 Timeline VNLA 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: 4,404,425 shares; 2024Q4: 4,934,302 shares; 2025Q1: 5,898,675 shares; 2025Q2: 6,810,378 shares; 2025Q3: 7,122,488 shares; 2025Q4: 7,482,698 shares; 2026Q1: 7,914,443 shares; 2026Q2: 8,870,794 shares 8,870,794 $433M 2.02% +956,351 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: 950,409 shares; 2024Q4: 980,657 shares; 2025Q1: 1,026,775 shares; 2025Q2: 1,216,520 shares; 2025Q3: 1,371,192 shares; 2025Q4: 1,507,901 shares; 2026Q1: 1,596,626 shares; 2026Q2: 1,721,249 shares 1,721,249 $410M 1.91% +124,623 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: 315,893 shares; 2024Q4: 306,013 shares; 2025Q1: 334,268 shares; 2025Q2: 403,627 shares; 2025Q3: 466,917 shares; 2025Q4: 506,948 shares; 2026Q1: 535,640 shares; 2026Q2: 517,659 shares 517,659 $388M 1.81% -17,981 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: 2,194,870 shares; 2024Q4: 2,322,135 shares; 2025Q1: 2,422,045 shares; 2025Q2: 2,717,937 shares; 2025Q3: 3,010,419 shares; 2025Q4: 2,942,685 shares; 2026Q1: 3,069,038 shares; 2026Q2: 2,969,896 shares 2,969,896 $353M 1.65% -99,142 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: 791,636 shares; 2024Q4: 849,142 shares; 2025Q1: 797,167 shares; 2025Q2: 852,692 shares; 2025Q3: 924,927 shares; 2025Q4: 891,832 shares; 2026Q1: 874,394 shares; 2026Q2: 966,358 shares 966,358 $345M 1.61% +91,964 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: 431,653 shares; 2024Q4: 480,285 shares; 2025Q1: 511,144 shares; 2025Q2: 565,993 shares; 2025Q3: 591,748 shares; 2025Q4: 617,694 shares; 2026Q1: 724,608 shares; 2026Q2: 787,667 shares 787,667 $298M 1.39% +63,059 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: 253,665 shares; 2024Q4: 284,603 shares; 2025Q1: 316,195 shares; 2025Q2: 336,194 shares; 2025Q3: 356,650 shares; 2025Q4: 321,234 shares; 2026Q1: 276,532 shares; 2026Q2: 254,095 shares 254,095 $293M 1.37% -22,437 Timeline AVIG 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: 3,110,501 shares; 2024Q4: 3,318,442 shares; 2025Q1: 3,743,384 shares; 2025Q2: 4,188,949 shares; 2025Q3: 5,110,173 shares; 2025Q4: 6,089,059 shares; 2026Q1: 6,535,001 shares; 2026Q2: 6,527,797 shares 6,527,797 $270M 1.26% -7,204 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: 2,462,694 shares; 2024Q4: 2,343,820 shares; 2025Q1: 2,066,709 shares; 2025Q2: 1,523,815 shares; 2025Q3: 1,442,622 shares; 2025Q4: 1,429,104 shares; 2026Q1: 1,847,371 shares; 2026Q2: 3,027,799 shares 3,027,799 $266M 1.24% +1,180,428 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: 376,463 shares; 2024Q4: 363,064 shares; 2025Q1: 355,535 shares; 2025Q2: 327,430 shares; 2025Q3: 331,857 shares; 2025Q4: 338,280 shares; 2026Q1: 317,194 shares; 2026Q2: 332,032 shares 332,032 $228M 1.06% +14,838 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964,784 shares; 2024Q4: 2,052,029 shares; 2025Q1: 2,128,282 shares; 2025Q2: 2,608,841 shares; 2025Q3: 3,117,992 shares; 2025Q4: 3,499,178 shares; 2026Q1: 3,586,411 shares; 2026Q2: 3,582,797 shares 3,582,797 $218M 1.02% -3,614 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: 165,964 shares; 2024Q4: 196,856 shares; 2025Q1: 231,761 shares; 2025Q2: 298,119 shares; 2025Q3: 311,172 shares; 2025Q4: 347,551 shares; 2026Q1: 359,570 shares; 2026Q2: 376,868 shares 376,868 $212M 0.99% +17,298 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654,101 shares; 2024Q4: 650,022 shares; 2025Q1: 599,558 shares; 2025Q2: 627,860 shares; 2025Q3: 625,759 shares; 2025Q4: 638,124 shares; 2026Q1: 658,865 shares; 2026Q2: 684,496 shares 684,496 $199M 0.93% +25,631 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120,622 shares; 2024Q4: 2,652,320 shares; 2025Q1: 3,167,078 shares; 2025Q2: 4,531,478 shares; 2025Q3: 4,762,716 shares; 2025Q4: 6,479,219 shares; 2026Q1: 7,945,409 shares; 2026Q2: 7,451,681 shares 7,451,681 $198M 0.92% -493,728 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: 222,521 shares; 2024Q4: 247,835 shares; 2025Q1: 293,374 shares; 2025Q2: 303,266 shares; 2025Q3: 322,423 shares; 2025Q4: 323,664 shares; 2026Q1: 378,911 shares; 2026Q2: 325,655 shares 325,655 $189M 0.88% -53,256 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: 95,856 shares; 2024Q4: 122,368 shares; 2025Q1: 145,052 shares; 2025Q2: 180,814 shares; 2025Q3: 208,862 shares; 2025Q4: 238,003 shares; 2026Q1: 203,750 shares; 2026Q2: 236,947 shares 236,947 $171M 0.8% +33,197 Timeline BOND 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: 380,707 shares; 2024Q4: 517,877 shares; 2025Q1: 645,865 shares; 2025Q2: 817,675 shares; 2025Q3: 1,004,137 shares; 2025Q4: 1,482,067 shares; 2026Q1: 1,892,589 shares; 2026Q2: 1,843,273 shares 1,843,273 $170M 0.79% -49,316 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: 351,198 shares; 2024Q4: 380,822 shares; 2025Q1: 397,363 shares; 2025Q2: 428,184 shares; 2025Q3: 478,045 shares; 2025Q4: 516,607 shares; 2026Q1: 463,812 shares; 2026Q2: 504,021 shares 504,021 $165M 0.77% +40,209 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784,282 shares; 2025Q2: 1,469,919 shares; 2025Q3: 2,341,991 shares; 2025Q4: 2,430,752 shares; 2026Q1: 2,542,160 shares; 2026Q2: 5,797,424 shares 5,797,424 $160M 0.75% +3,255,264 Timeline SIXD 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: 3,539,510 shares; 2024Q4: 2,340,335 shares; 2025Q1: 2,322,794 shares; 2025Q2: 2,291,906 shares; 2025Q3: 11,765 shares; 2025Q4: 8,224 shares; 2026Q1: 7,380 shares; 2026Q2: 4,998,493 shares 4,998,493 $154M 0.72% +4,991,113 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: 1,425,638 shares; 2024Q4: 1,618,441 shares; 2025Q1: 1,946,850 shares; 2025Q2: 2,255,075 shares; 2025Q3: 2,416,358 shares; 2025Q4: 2,531,709 shares; 2026Q1: 2,640,486 shares; 2026Q2: 2,980,179 shares 2,980,179 $150M 0.7% +339,693 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: 207,456 shares; 2024Q4: 224,212 shares; 2025Q1: 231,310 shares; 2025Q2: 246,971 shares; 2025Q3: 278,076 shares; 2025Q4: 265,883 shares; 2026Q1: 276,221 shares; 2026Q2: 298,883 shares 298,883 $150M 0.7% +22,662 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL 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: 5,248,695 shares; 2025Q3: 5,162,037 shares; 2025Q4: 5,279,478 shares; 2026Q1: 5,492,991 shares; 2026Q2: 5,954,904 shares 5,954,904 $149M 0.69% +461,913 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: 886,458 shares; 2024Q4: 932,829 shares; 2025Q1: 979,801 shares; 2025Q2: 1,048,752 shares; 2025Q3: 1,191,011 shares; 2025Q4: 1,331,543 shares; 2026Q1: 1,457,240 shares; 2026Q2: 1,258,651 shares 1,258,651 $148M 0.69% -198,589 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: 554,370 shares; 2024Q4: 645,967 shares; 2025Q1: 731,438 shares; 2025Q2: 739,745 shares; 2025Q3: 859,656 shares; 2025Q4: 1,084,310 shares; 2026Q1: 1,219,055 shares; 2026Q2: 1,305,443 shares 1,305,443 $146M 0.68% +86,388 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: 559,436 shares; 2024Q4: 570,984 shares; 2025Q1: 475,477 shares; 2025Q2: 527,246 shares; 2025Q3: 634,380 shares; 2025Q4: 1,004,559 shares; 2026Q1: 1,306,747 shares; 2026Q2: 1,486,643 shares 1,486,643 $144M 0.67% +179,896 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: 339,721 shares; 2024Q4: 388,138 shares; 2025Q1: 416,357 shares; 2025Q2: 431,399 shares; 2025Q3: 481,429 shares; 2025Q4: 490,135 shares; 2026Q1: 547,306 shares; 2026Q2: 563,184 shares 563,184 $143M 0.67% +15,878 Timeline BILZ 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: 573,254 shares; 2024Q4: 932,330 shares; 2025Q1: 880,921 shares; 2025Q2: 1,365,151 shares; 2025Q3: 1,187,960 shares; 2025Q4: 1,003,373 shares; 2026Q1: 781,091 shares; 2026Q2: 1,399,384 shares 1,399,384 $141M 0.66% +618,293 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744,776 shares; 2024Q4: 835,822 shares; 2025Q1: 924,356 shares; 2025Q2: 934,788 shares; 2025Q3: 1,051,799 shares; 2025Q4: 1,307,516 shares; 2026Q1: 1,297,885 shares; 2026Q2: 1,404,619 shares 1,404,619 $140M 0.65% +106,734 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,542,593 shares; 2026Q2: 5,285,013 shares 5,285,013 $132M 0.62% -257,580 Timeline MAYW 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: 12,388 shares; 2024Q4: 410 shares; 2025Q1: 435 shares; 2025Q2: 369 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 3,711,221 shares 3,711,221 $129M 0.6% +3,711,200 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: 222,488 shares; 2024Q4: 204,081 shares; 2025Q1: 223,040 shares; 2025Q2: 236,828 shares; 2025Q3: 246,414 shares; 2025Q4: 251,508 shares; 2026Q1: 283,759 shares; 2026Q2: 302,296 shares 302,296 $127M 0.59% +18,537 Timeline FDIS 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: 494,686 shares; 2024Q4: 582,500 shares; 2025Q1: 650,568 shares; 2025Q2: 679,914 shares; 2025Q3: 762,658 shares; 2025Q4: 966,605 shares; 2026Q1: 1,103,019 shares; 2026Q2: 1,230,772 shares 1,230,772 $127M 0.59% +127,753 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: 1,836,949 shares; 2024Q4: 2,014,621 shares; 2025Q1: 2,208,340 shares; 2025Q2: 2,511,824 shares; 2025Q3: 2,386,738 shares; 2025Q4: 2,257,178 shares; 2026Q1: 2,335,738 shares; 2026Q2: 2,402,356 shares 2,402,356 $124M 0.58% +66,618 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: 1,040,613 shares; 2024Q4: 1,068,745 shares; 2025Q1: 1,011,637 shares; 2025Q2: 1,017,400 shares; 2025Q3: 1,047,957 shares; 2025Q4: 1,081,107 shares; 2026Q1: 1,103,108 shares; 2026Q2: 1,176,003 shares 1,176,003 $124M 0.58% +72,895 Timeline AVXC 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: 532,144 shares; 2024Q4: 560,652 shares; 2025Q1: 466,847 shares; 2025Q2: 578,087 shares; 2025Q3: 668,888 shares; 2025Q4: 1,045,963 shares; 2026Q1: 1,340,053 shares; 2026Q2: 1,434,184 shares 1,434,184 $123M 0.57% +94,131 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: 551,681 shares; 2024Q4: 106,109 shares; 2025Q1: 92,551 shares; 2025Q2: 82,053 shares; 2025Q3: 503,305 shares; 2025Q4: 638,989 shares; 2026Q1: 967,416 shares; 2026Q2: 1,212,408 shares 1,212,408 $122M 0.57% +244,992 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: 198,003 shares; 2024Q4: 189,161 shares; 2025Q1: 219,573 shares; 2025Q2: 473,622 shares; 2025Q3: 556,531 shares; 2025Q4: 871,577 shares; 2026Q1: 904,807 shares; 2026Q2: 1,033,858 shares 1,033,858 $117M 0.55% +129,051 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: 455,240 shares; 2024Q4: 606,486 shares; 2025Q1: 723,208 shares; 2025Q2: 850,582 shares; 2025Q3: 924,049 shares; 2025Q4: 960,517 shares; 2026Q1: 1,004,333 shares; 2026Q2: 1,141,965 shares 1,141,965 $115M 0.54% +137,632 Timeline FHLC 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: 128,644 shares; 2024Q4: 123,573 shares; 2025Q1: 134,229 shares; 2025Q2: 149,717 shares; 2025Q3: 165,885 shares; 2025Q4: 173,792 shares; 2026Q1: 1,379,183 shares; 2026Q2: 1,487,576 shares 1,487,576 $115M 0.54% +108,393 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: 178,644 shares; 2024Q4: 169,600 shares; 2025Q1: 75,092 shares; 2025Q2: 135,908 shares; 2025Q3: 142,948 shares; 2025Q4: 167,589 shares; 2026Q1: 95,114 shares; 2026Q2: 153,567 shares 153,567 $115M 0.53% +58,453 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: 175,454 shares; 2024Q4: 180,471 shares; 2025Q1: 178,936 shares; 2025Q2: 223,253 shares; 2025Q3: 247,719 shares; 2025Q4: 282,343 shares; 2026Q1: 302,052 shares; 2026Q2: 330,772 shares 330,772 $113M 0.53% +28,720 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000,621 shares; 2026Q2: 4,424,926 shares 4,424,926 $111M 0.52% +424,305 Timeline FUTY 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: 630,597 shares; 2024Q4: 759,746 shares; 2025Q1: 871,258 shares; 2025Q2: 873,184 shares; 2025Q3: 1,041,815 shares; 2025Q4: 1,371,364 shares; 2026Q1: 1,688,841 shares; 2026Q2: 1,865,665 shares 1,865,665 $109M 0.51% +176,824 Timeline MAYT 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: 933 shares; 2025Q1: 820 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 203 shares; 2026Q1: 503 shares; 2026Q2: 2,654,485 shares 2,654,485 $104M 0.48% +2,653,982 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: 80,234 shares; 2024Q4: 89,678 shares; 2025Q1: 98,219 shares; 2025Q2: 117,738 shares; 2025Q3: 131,466 shares; 2025Q4: 189,552 shares; 2026Q1: 200,129 shares; 2026Q2: 194,342 shares 194,342 $99.8M 0.47% -5,787 Timeline MDYV 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: 407,171 shares; 2024Q4: 495,640 shares; 2025Q1: 558,043 shares; 2025Q2: 569,021 shares; 2025Q3: 661,703 shares; 2025Q4: 858,798 shares; 2026Q1: 960,579 shares; 2026Q2: 1,051,996 shares 1,051,996 $99.8M 0.47% +91,417 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: 858,872 shares; 2024Q4: 1,099,987 shares; 2025Q1: 1,265,400 shares; 2025Q2: 1,597,917 shares; 2025Q3: 1,747,766 shares; 2025Q4: 1,719,605 shares; 2026Q1: 1,296,578 shares; 2026Q2: 1,201,534 shares 1,201,534 $99.5M 0.46% -95,044 Timeline FMAT 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: 670,853 shares; 2024Q4: 804,547 shares; 2025Q1: 909,549 shares; 2025Q2: 915,330 shares; 2025Q3: 1,055,982 shares; 2025Q4: 1,328,708 shares; 2026Q1: 1,524,735 shares; 2026Q2: 1,683,557 shares 1,683,557 $98.5M 0.46% +158,822 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: 798,495 shares; 2024Q4: 758,448 shares; 2025Q1: 729,467 shares; 2025Q2: 666,017 shares; 2025Q3: 693,299 shares; 2025Q4: 710,568 shares; 2026Q1: 714,893 shares; 2026Q2: 709,045 shares 709,045 $97.5M 0.45% -5,848 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: 222,879 shares; 2024Q4: 248,039 shares; 2025Q1: 267,037 shares; 2025Q2: 280,664 shares; 2025Q3: 316,941 shares; 2025Q4: 285,193 shares; 2026Q1: 344,786 shares; 2026Q2: 357,206 shares 357,206 $96.6M 0.45% +12,420 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,574,557 shares; 2026Q2: 3,763,696 shares 3,763,696 $94.7M 0.44% +189,139 Timeline JUNW 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: 75,733 shares; 2024Q4: 15,472 shares; 2025Q1: 12,905 shares; 2025Q2: 13,976 shares; 2025Q3: 8,501 shares; 2025Q4: 6,770 shares; 2026Q1: 6,797 shares; 2026Q2: 2,723,158 shares 2,723,158 $93.6M 0.44% +2,716,361 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: 1,209,720 shares; 2024Q4: 1,223,273 shares; 2025Q1: 1,204,805 shares; 2025Q2: 1,119,234 shares; 2025Q3: 1,376,558 shares; 2025Q4: 1,411,859 shares; 2026Q1: 1,314,475 shares; 2026Q2: 1,365,967 shares 1,365,967 $92.9M 0.43% +51,492 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: 250,371 shares; 2024Q4: 276,385 shares; 2025Q1: 314,363 shares; 2025Q2: 321,906 shares; 2025Q3: 336,038 shares; 2025Q4: 525,047 shares; 2026Q1: 653,199 shares; 2026Q2: 502,556 shares 502,556 $90.9M 0.42% -150,643 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: 1,830,154 shares; 2024Q4: 2,096,817 shares; 2025Q1: 2,251,672 shares; 2025Q2: 2,403,221 shares; 2025Q3: 3,104,757 shares; 2025Q4: 3,430,682 shares; 2026Q1: 3,646,782 shares; 2026Q2: 3,947,369 shares 3,947,369 $89.9M 0.42% +300,587 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: 225,929 shares; 2024Q4: 243,720 shares; 2025Q1: 250,506 shares; 2025Q2: 267,673 shares; 2025Q3: 286,324 shares; 2025Q4: 294,020 shares; 2026Q1: 329,432 shares; 2026Q2: 354,989 shares 354,989 $89.3M 0.42% +25,557 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: 300,768 shares; 2024Q4: 318,205 shares; 2025Q1: 338,889 shares; 2025Q2: 423,382 shares; 2025Q3: 470,634 shares; 2025Q4: 530,598 shares; 2026Q1: 349,096 shares; 2026Q2: 528,734 shares 528,734 $87.6M 0.41% +179,638 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: 2,215,558 shares; 2026Q2: 2,346,094 shares 2,346,094 $85.9M 0.4% +130,536 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: 25,017 shares; 2025Q1: 37,072 shares; 2025Q2: 44,190 shares; 2025Q3: 55,967 shares; 2025Q4: 199,706 shares; 2026Q1: 245,663 shares; 2026Q2: 196,200 shares 196,200 $85M 0.4% -49,463 Timeline FLRG 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: 1,089,674 shares; 2024Q4: 1,146,986 shares; 2025Q1: 1,319,340 shares; 2025Q2: 1,531,499 shares; 2025Q3: 1,789,530 shares; 2025Q4: 1,942,395 shares; 2026Q1: 2,100,401 shares; 2026Q2: 2,029,687 shares 2,029,687 $83.3M 0.39% -70,714 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: 453,607 shares; 2024Q4: 511,055 shares; 2025Q1: 553,040 shares; 2025Q2: 577,431 shares; 2025Q3: 665,507 shares; 2025Q4: 654,938 shares; 2026Q1: 513,197 shares; 2026Q2: 551,542 shares 551,542 $80.9M 0.38% +38,345 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: 125,972 shares; 2024Q4: 150,041 shares; 2025Q1: 163,591 shares; 2025Q2: 117,723 shares; 2025Q3: 119,660 shares; 2025Q4: 52,576 shares; 2026Q1: 150,688 shares; 2026Q2: 194,452 shares 194,452 $80.8M 0.38% +43,764 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,060 shares; 2025Q3: 16,870 shares; 2025Q4: 278,207 shares; 2026Q1: 681,157 shares; 2026Q2: 860,770 shares 860,770 $77.9M 0.36% +179,613 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: 304,389 shares; 2024Q4: 322,891 shares; 2025Q1: 322,136 shares; 2025Q2: 338,615 shares; 2025Q3: 326,764 shares; 2025Q4: 287,750 shares; 2026Q1: 545,229 shares; 2026Q2: 550,024 shares 550,024 $77M 0.36% +4,795 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: 73,218 shares; 2024Q4: 67,207 shares; 2025Q1: 62,643 shares; 2025Q2: 68,235 shares; 2025Q3: 86,435 shares; 2025Q4: 89,997 shares; 2026Q1: 60,031 shares; 2026Q2: 64,033 shares 64,033 $76.8M 0.36% +4,002 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: 655,611 shares; 2024Q4: 615,608 shares; 2025Q1: 791,226 shares; 2025Q2: 861,335 shares; 2025Q3: 954,609 shares; 2025Q4: 1,508,829 shares; 2026Q1: 1,212,887 shares; 2026Q2: 1,295,213 shares 1,295,213 $73.8M 0.34% +82,326 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,511 shares; 2024Q4: 635,805 shares; 2025Q1: 936,535 shares; 2025Q2: 1,008,742 shares; 2025Q3: 1,099,610 shares; 2025Q4: 1,259,525 shares; 2026Q1: 1,367,312 shares; 2026Q2: 1,492,093 shares 1,492,093 $72.4M 0.34% +124,781 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: 757,945 shares; 2024Q4: 859,866 shares; 2025Q1: 675,734 shares; 2025Q2: 679,840 shares; 2025Q3: 515,125 shares; 2025Q4: 519,721 shares; 2026Q1: 490,392 shares; 2026Q2: 579,510 shares 579,510 $72.1M 0.34% +89,118 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: 327,830 shares; 2024Q4: 319,324 shares; 2025Q1: 305,869 shares; 2025Q2: 465,854 shares; 2025Q3: 495,912 shares; 2025Q4: 510,699 shares; 2026Q1: 521,999 shares; 2026Q2: 609,653 shares 609,653 $71.1M 0.33% +87,654 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768,129 shares; 2024Q4: 885,337 shares; 2025Q1: 931,837 shares; 2025Q2: 1,005,935 shares; 2025Q3: 1,083,977 shares; 2025Q4: 1,221,142 shares; 2026Q1: 1,302,828 shares; 2026Q2: 1,443,080 shares 1,443,080 $71.1M 0.33% +140,252 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690,758 shares; 2025Q3: 856,722 shares; 2025Q4: 1,235,973 shares; 2026Q1: 2,171,693 shares; 2026Q2: 2,424,005 shares 2,424,005 $71M 0.33% +252,312 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: 134,991 shares; 2024Q4: 178,438 shares; 2025Q1: 204,726 shares; 2025Q2: 251,862 shares; 2025Q3: 276,587 shares; 2025Q4: 383,069 shares; 2026Q1: 371,946 shares; 2026Q2: 311,368 shares 311,368 $70.7M 0.33% -60,578 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: 109,676 shares; 2024Q4: 112,340 shares; 2025Q1: 111,149 shares; 2025Q2: 99,792 shares; 2025Q3: 108,589 shares; 2025Q4: 111,615 shares; 2026Q1: 269,856 shares; 2026Q2: 249,165 shares 249,165 $70.1M 0.33% -20,691 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: 1,007,445 shares; 2024Q4: 1,064,307 shares; 2025Q1: 1,057,312 shares; 2025Q2: 1,073,175 shares; 2025Q3: 1,040,572 shares; 2025Q4: 1,050,739 shares; 2026Q1: 929,760 shares; 2026Q2: 906,149 shares 906,149 $69.4M 0.32% -23,611 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978,105 shares; 2024Q4: 767,156 shares; 2025Q1: 935,651 shares; 2025Q2: 1,054,535 shares; 2025Q3: 1,114,335 shares; 2025Q4: 1,163,083 shares; 2026Q1: 1,221,856 shares; 2026Q2: 1,368,842 shares 1,368,842 $67.6M 0.31% +146,986 Timeline SPBO 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: 1,237,389 shares; 2024Q4: 1,440,675 shares; 2025Q1: 1,523,393 shares; 2025Q2: 1,604,981 shares; 2025Q3: 1,737,659 shares; 2025Q4: 1,974,900 shares; 2026Q1: 2,120,579 shares; 2026Q2: 2,317,936 shares 2,317,936 $67.3M 0.31% +197,357 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: 62,409 shares; 2024Q4: 74,733 shares; 2025Q1: 84,424 shares; 2025Q2: 91,425 shares; 2025Q3: 110,223 shares; 2025Q4: 134,132 shares; 2026Q1: 155,744 shares; 2026Q2: 177,770 shares 177,770 $64.4M 0.3% +22,026 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: 411,898 shares; 2024Q4: 483,357 shares; 2025Q1: 525,802 shares; 2025Q2: 565,198 shares; 2025Q3: 678,450 shares; 2025Q4: 1,029,803 shares; 2026Q1: 1,402,143 shares; 2026Q2: 2,592,511 shares 2,592,511 $63.6M 0.3% +1,190,368 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: 58,144 shares; 2024Q4: 61,560 shares; 2025Q1: 77,116 shares; 2025Q2: 190,487 shares; 2025Q3: 204,331 shares; 2025Q4: 234,931 shares; 2026Q1: 398,793 shares; 2026Q2: 427,803 shares 427,803 $62.7M 0.29% +29,010 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: 453,439 shares; 2024Q4: 656,375 shares; 2025Q1: 490,579 shares; 2025Q2: 636,744 shares; 2025Q3: 656,816 shares; 2025Q4: 277,727 shares; 2026Q1: 349,326 shares; 2026Q2: 445,107 shares 445,107 $62.2M 0.29% +95,781 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,445 shares; 2024Q4: 173,506 shares; 2025Q1: 109,044 shares; 2025Q2: 150,003 shares; 2025Q3: 160,531 shares; 2025Q4: 197,106 shares; 2026Q1: 109,823 shares; 2026Q2: 564,452 shares 564,452 $62M 0.29% +454,629 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,451 shares; 2024Q4: 107,179 shares; 2025Q1: 121,178 shares; 2025Q2: 124,651 shares; 2025Q3: 138,293 shares; 2025Q4: 171,194 shares; 2026Q1: 145,531 shares; 2026Q2: 157,140 shares 157,140 $61.5M 0.29% +11,609 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: 13,576 shares; 2024Q4: 13,910 shares; 2025Q1: 13,936 shares; 2025Q2: 18,560 shares; 2025Q3: 21,543 shares; 2025Q4: 154,894 shares; 2026Q1: 293,965 shares; 2026Q2: 290,836 shares 290,836 $60.8M 0.28% -3,129 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,892 shares; 2024Q4: 303,779 shares; 2025Q1: 292,979 shares; 2025Q2: 365,411 shares; 2025Q3: 366,952 shares; 2025Q4: 377,481 shares; 2026Q1: 380,308 shares; 2026Q2: 368,117 shares 368,117 $60.6M 0.28% -12,191 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: 312,302 shares; 2024Q4: 353,800 shares; 2025Q1: 373,696 shares; 2025Q2: 422,961 shares; 2025Q3: 489,662 shares; 2025Q4: 610,972 shares; 2026Q1: 642,162 shares; 2026Q2: 722,249 shares 722,249 $59.7M 0.28% +80,087 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: 24,788 shares; 2024Q4: 25,173 shares; 2025Q1: 18,801 shares; 2025Q2: 19,876 shares; 2025Q3: 23,035 shares; 2025Q4: 24,514 shares; 2026Q1: 25,550 shares; 2026Q2: 55,707 shares 55,707 $59.3M 0.28% +30,157 Timeline DECT 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: 7,709 shares; 2024Q4: 1,572,468 shares; 2025Q1: 1,574,797 shares; 2025Q2: 1,563,358 shares; 2025Q3: 1,552,053 shares; 2025Q4: 1,513,169 shares; 2026Q1: 1,493,774 shares; 2026Q2: 1,476,569 shares 1,476,569 $58M 0.27% -17,205 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: 330,991 shares; 2024Q4: 425,425 shares; 2025Q1: 436,979 shares; 2025Q2: 470,728 shares; 2025Q3: 536,585 shares; 2025Q4: 572,311 shares; 2026Q1: 590,739 shares; 2026Q2: 608,645 shares 608,645 $57.5M 0.27% +17,906 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: 163,622 shares; 2024Q4: 175,103 shares; 2025Q1: 184,792 shares; 2025Q2: 124,741 shares; 2025Q3: 128,916 shares; 2025Q4: 110,112 shares; 2026Q1: 157,424 shares; 2026Q2: 159,504 shares 159,504 $56.3M 0.26% +2,080 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: 88,980 shares; 2024Q4: 67,714 shares; 2025Q1: 79,658 shares; 2025Q2: 70,666 shares; 2025Q3: 76,271 shares; 2025Q4: 77,877 shares; 2026Q1: 73,972 shares; 2026Q2: 75,997 shares 75,997 $56M 0.26% +2,025 Timeline PVEX ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 38,614 shares; 2025Q4: 1,615,886 shares; 2026Q1: 1,725,082 shares; 2026Q2: 1,822,243 shares 1,822,243 $55.7M 0.26% +97,161 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,103 shares; 2024Q4: 5,979 shares; 2025Q1: 5,129 shares; 2025Q2: 7,460 shares; 2025Q3: 8,669 shares; 2025Q4: 7,500 shares; 2026Q1: 140,022 shares; 2026Q2: 209,893 shares 209,893 $54.8M 0.26% +69,871 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,591 shares; 2025Q1: 26,035 shares; 2025Q2: 200,652 shares; 2025Q3: 201,902 shares; 2025Q4: 231,579 shares; 2026Q1: 296,580 shares; 2026Q2: 321,675 shares 321,675 $54.6M 0.25% +25,095 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: 73,873 shares; 2024Q4: 81,154 shares; 2025Q1: 72,791 shares; 2025Q2: 86,398 shares; 2025Q3: 92,912 shares; 2025Q4: 90,923 shares; 2026Q1: 99,314 shares; 2026Q2: 602,395 shares 602,395 $51.9M 0.24% +503,081 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,220 shares; 2024Q4: 342,907 shares; 2025Q1: 285,317 shares; 2025Q2: 326,238 shares; 2025Q3: 398,190 shares; 2025Q4: 644,697 shares; 2026Q1: 869,274 shares; 2026Q2: 988,454 shares 988,454 $51.8M 0.24% +119,180 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: 147,829 shares; 2024Q4: 158,428 shares; 2025Q1: 187,047 shares; 2025Q2: 164,119 shares; 2025Q3: 174,102 shares; 2025Q4: 304,780 shares; 2026Q1: 338,993 shares; 2026Q2: 371,977 shares 371,977 $50.9M 0.24% +32,984 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,816 shares; 2024Q4: 2,643 shares; 2025Q1: 2,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,137 shares; 2026Q2: 283,022 shares 283,022 $50.8M 0.24% +127,885 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: 584,352 shares; 2024Q4: 609,506 shares; 2025Q1: 669,959 shares; 2025Q2: 644,568 shares; 2025Q3: 660,879 shares; 2025Q4: 642,015 shares; 2026Q1: 471,368 shares; 2026Q2: 687,185 shares 687,185 $49.4M 0.23% +215,817 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: 67,736 shares; 2024Q4: 71,041 shares; 2025Q1: 76,160 shares; 2025Q2: 82,137 shares; 2025Q3: 86,558 shares; 2025Q4: 65,994 shares; 2026Q1: 47,518 shares; 2026Q2: 48,574 shares 48,574 $49.1M 0.23% +1,056 Timeline JUNT 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: 9,222 shares; 2024Q4: 8,460 shares; 2025Q1: 7,600 shares; 2025Q2: 7,137 shares; 2025Q3: 527 shares; 2025Q4: 327 shares; 2026Q1: 878 shares; 2026Q2: 1,246,333 shares 1,246,333 $47.1M 0.22% +1,245,455 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: 83,456 shares; 2024Q4: 94,336 shares; 2025Q1: 100,857 shares; 2025Q2: 111,997 shares; 2025Q3: 111,544 shares; 2025Q4: 218,049 shares; 2026Q1: 233,882 shares; 2026Q2: 243,204 shares 243,204 $46.1M 0.22% +9,322 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: 415,209 shares; 2024Q4: 402,473 shares; 2025Q1: 341,055 shares; 2025Q2: 323,783 shares; 2025Q3: 336,526 shares; 2025Q4: 389,372 shares; 2026Q1: 732,218 shares; 2026Q2: 905,774 shares 905,774 $45.8M 0.21% +173,556 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: 930,450 shares; 2024Q4: 1,057,508 shares; 2025Q1: 976,817 shares; 2025Q2: 1,172,778 shares; 2025Q3: 1,238,460 shares; 2025Q4: 1,454,562 shares; 2026Q1: 1,665,681 shares; 2026Q2: 1,883,141 shares 1,883,141 $45.3M 0.21% +217,460 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: 94,728 shares; 2024Q4: 87,190 shares; 2025Q1: 86,743 shares; 2025Q2: 88,600 shares; 2025Q3: 93,393 shares; 2025Q4: 101,734 shares; 2026Q1: 112,059 shares; 2026Q2: 124,455 shares 124,455 $44M 0.2% +12,396 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: 375,310 shares; 2025Q3: 862,073 shares; 2025Q4: 924,917 shares; 2026Q1: 999,677 shares; 2026Q2: 823,838 shares 823,838 $43.4M 0.2% -175,839 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 1,046,991 shares; 2025Q4: 1,026,504 shares; 2026Q1: 1,027,670 shares; 2026Q2: 947,953 shares 947,953 $43.1M 0.2% -79,717 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: 856,691 shares; 2024Q4: 953,247 shares; 2025Q1: 1,012,876 shares; 2025Q2: 1,060,096 shares; 2025Q3: 1,185,741 shares; 2025Q4: 1,365,126 shares; 2026Q1: 1,049,416 shares; 2026Q2: 1,016,769 shares 1,016,769 $43M 0.2% -32,647 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,010 shares; 2024Q4: 208,354 shares; 2025Q1: 237,563 shares; 2025Q2: 255,777 shares; 2025Q3: 300,195 shares; 2025Q4: 398,336 shares; 2026Q1: 489,537 shares; 2026Q2: 562,246 shares 562,246 $42.5M 0.2% +72,709 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384,782 shares; 2024Q4: 1,609,358 shares; 2025Q1: 2,004,010 shares; 2025Q2: 1,930,417 shares; 2025Q3: 1,976,802 shares; 2025Q4: 1,878,550 shares; 2026Q1: 1,917,668 shares; 2026Q2: 2,035,990 shares 2,035,990 $41.6M 0.19% +118,322 Timeline AVSC 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: 297,066 shares; 2024Q4: 317,709 shares; 2025Q1: 375,384 shares; 2025Q2: 466,122 shares; 2025Q3: 553,727 shares; 2025Q4: 606,160 shares; 2026Q1: 636,918 shares; 2026Q2: 563,885 shares 563,885 $41.4M 0.19% -73,033 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: 73,290 shares; 2024Q4: 89,669 shares; 2025Q1: 103,426 shares; 2025Q2: 111,497 shares; 2025Q3: 123,369 shares; 2025Q4: 191,571 shares; 2026Q1: 103,540 shares; 2026Q2: 108,708 shares 108,708 $40.6M 0.19% +5,168 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: 133,288 shares; 2024Q4: 140,284 shares; 2025Q1: 145,043 shares; 2025Q2: 171,264 shares; 2025Q3: 191,036 shares; 2025Q4: 231,697 shares; 2026Q1: 277,423 shares; 2026Q2: 257,028 shares 257,028 $40.3M 0.19% -20,395 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: 34,362 shares; 2024Q4: 3,207,993 shares; 2025Q1: 3,320,283 shares; 2025Q2: 3,391,619 shares; 2025Q3: 991,894 shares; 2025Q4: 1,014,747 shares; 2026Q1: 1,013,292 shares; 2026Q2: 1,038,260 shares 1,038,260 $40.2M 0.19% +24,968 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,202 shares; 2025Q2: 245,037 shares; 2025Q3: 260,092 shares; 2025Q4: 269,341 shares; 2026Q1: 369,052 shares; 2026Q2: 349,603 shares 349,603 $39.7M 0.19% -19,449 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: 72,466 shares; 2024Q4: 79,092 shares; 2025Q1: 82,079 shares; 2025Q2: 85,757 shares; 2025Q3: 97,856 shares; 2025Q4: 103,606 shares; 2026Q1: 143,858 shares; 2026Q2: 180,477 shares 180,477 $39.3M 0.18% +36,619 Timeline FEBT 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: 8,755 shares; 2024Q4: 4,925 shares; 2025Q1: 4,118 shares; 2025Q2: 4,107 shares; 2025Q3: 4,030 shares; 2025Q4: 1,369 shares; 2026Q1: 1,032 shares; 2026Q2: 947,801 shares 947,801 $39M 0.18% +946,769 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: 13,792 shares; 2024Q4: 14,383 shares; 2025Q1: 42,008 shares; 2025Q2: 43,908 shares; 2025Q3: 47,926 shares; 2025Q4: 478,749 shares; 2026Q1: 568,036 shares; 2026Q2: 535,729 shares 535,729 $38.3M 0.18% -32,307 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: 639,391 shares; 2024Q4: 557,915 shares; 2025Q1: 506,079 shares; 2025Q2: 451,967 shares; 2025Q3: 482,387 shares; 2025Q4: 588,596 shares; 2026Q1: 643,239 shares; 2026Q2: 820,107 shares 820,107 $37.8M 0.18% +176,868 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,639 shares; 2024Q4: 156,425 shares; 2025Q1: 164,245 shares; 2025Q2: 213,795 shares; 2025Q3: 228,696 shares; 2025Q4: 241,819 shares; 2026Q1: 263,327 shares; 2026Q2: 347,225 shares 347,225 $37.5M 0.17% +83,898 Timeline GMAY 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: 2,329 shares; 2025Q1: 2,303 shares; 2025Q2: 1,042 shares; 2025Q3: 57 shares; 2025Q4: 270 shares; 2026Q1: 2,548 shares; 2026Q2: 858,817 shares 858,817 $37M 0.17% +856,269 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,119 shares; 2024Q4: 53,800 shares; 2025Q1: 51,668 shares; 2025Q2: 65,320 shares; 2025Q3: 80,618 shares; 2025Q4: 85,689 shares; 2026Q1: 105,153 shares; 2026Q2: 623,686 shares 623,686 $36.1M 0.17% +518,533 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: 183,985 shares; 2024Q4: 190,538 shares; 2025Q1: 218,665 shares; 2025Q2: 250,817 shares; 2025Q3: 286,786 shares; 2025Q4: 308,358 shares; 2026Q1: 331,521 shares; 2026Q2: 319,557 shares 319,557 $35.3M 0.16% -11,964 Timeline VTWO 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: 180,427 shares; 2024Q4: 193,607 shares; 2025Q1: 167,186 shares; 2025Q2: 188,622 shares; 2025Q3: 271,188 shares; 2025Q4: 280,786 shares; 2026Q1: 282,158 shares; 2026Q2: 289,507 shares 289,507 $35.2M 0.16% +7,349 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,040 shares; 2024Q4: 182,257 shares; 2025Q1: 195,457 shares; 2025Q2: 175,236 shares; 2025Q3: 190,260 shares; 2025Q4: 201,150 shares; 2026Q1: 223,518 shares; 2026Q2: 392,173 shares 392,173 $34.1M 0.16% +168,655 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608,534 shares; 2024Q4: 642,598 shares; 2025Q1: 519,202 shares; 2025Q2: 191,016 shares; 2025Q3: 212,643 shares; 2025Q4: 233,751 shares; 2026Q1: 264,998 shares; 2026Q2: 703,036 shares 703,036 $33.4M 0.16% +438,038 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: 28,854 shares; 2024Q4: 7,804 shares; 2025Q1: 7,165 shares; 2025Q2: 8,299 shares; 2025Q3: 6,279 shares; 2025Q4: 5,627 shares; 2026Q1: 7,176 shares; 2026Q2: 938,280 shares 938,280 $33.3M 0.16% +931,104 Timeline DFGP 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: 469,851 shares; 2024Q4: 512,313 shares; 2025Q1: 543,953 shares; 2025Q2: 629,014 shares; 2025Q3: 565,628 shares; 2025Q4: 564,672 shares; 2026Q1: 583,563 shares; 2026Q2: 610,795 shares 610,795 $33.3M 0.16% +27,232 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: 36,849 shares; 2024Q4: 88,574 shares; 2025Q1: 92,868 shares; 2025Q2: 95,876 shares; 2025Q3: 91,595 shares; 2025Q4: 130,140 shares; 2026Q1: 125,877 shares; 2026Q2: 96,754 shares 96,754 $33.2M 0.15% -29,123 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: 36,116 shares; 2024Q4: 16,711 shares; 2025Q1: 18,420 shares; 2025Q2: 49,509 shares; 2025Q3: 46,439 shares; 2025Q4: 22,729 shares; 2026Q1: 31,848 shares; 2026Q2: 50,409 shares 50,409 $33.1M 0.15% +18,561 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,399 shares; 2024Q4: 30,086 shares; 2025Q1: 31,742 shares; 2025Q2: 143,457 shares; 2025Q3: 153,578 shares; 2025Q4: 163,399 shares; 2026Q1: 166,117 shares; 2026Q2: 278,229 shares 278,229 $32.8M 0.15% +112,112 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219,489 shares; 2024Q4: 1,271,217 shares; 2025Q1: 1,282,238 shares; 2025Q2: 1,593,690 shares; 2025Q3: 1,676,655 shares; 2025Q4: 1,708,552 shares; 2026Q1: 1,897,133 shares; 2026Q2: 1,836,913 shares 1,836,913 $32.6M 0.15% -60,220 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,568 shares; 2024Q4: 56,993 shares; 2025Q1: 56,449 shares; 2025Q2: 321,317 shares; 2025Q3: 346,005 shares; 2025Q4: 404,693 shares; 2026Q1: 58,289 shares; 2026Q2: 934,768 shares 934,768 $32.5M 0.15% +876,479 Timeline DUHP 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: 548,512 shares; 2024Q4: 604,441 shares; 2025Q1: 659,989 shares; 2025Q2: 756,608 shares; 2025Q3: 737,127 shares; 2025Q4: 705,096 shares; 2026Q1: 744,849 shares; 2026Q2: 779,090 shares 779,090 $32.5M 0.15% +34,241 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 2,729 shares; 2025Q1: 1,165 shares; 2025Q2: 1,452 shares; 2025Q3: 1,689 shares; 2025Q4: 2,326 shares; 2026Q1: 2,490 shares; 2026Q2: 135,609 shares 135,609 $32.3M 0.15% +133,119 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,003 shares; 2024Q4: 303,857 shares; 2025Q1: 347,119 shares; 2025Q2: 375,529 shares; 2025Q3: 406,045 shares; 2025Q4: 423,604 shares; 2026Q1: 522,867 shares; 2026Q2: 472,104 shares 472,104 $32.2M 0.15% -50,763 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: 24,881 shares; 2024Q4: 29,044 shares; 2025Q1: 32,252 shares; 2025Q2: 34,618 shares; 2025Q3: 42,128 shares; 2025Q4: 74,670 shares; 2026Q1: 59,645 shares; 2026Q2: 34,258 shares 34,258 $32M 0.15% -25,387 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,015 shares; 2024Q4: 20,475 shares; 2025Q1: 59,895 shares; 2025Q2: 288,828 shares; 2025Q3: 309,016 shares; 2025Q4: 314,823 shares; 2026Q1: 380,321 shares; 2026Q2: 443,297 shares 443,297 $32M 0.15% +62,976 Timeline DECW 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: 86,371 shares; 2024Q4: 3,410,700 shares; 2025Q1: 3,490,040 shares; 2025Q2: 3,544,936 shares; 2025Q3: 3,174,641 shares; 2025Q4: 887,226 shares; 2026Q1: 886,736 shares; 2026Q2: 897,549 shares 897,549 $32M 0.15% +10,813 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: 416,178 shares; 2024Q4: 433,179 shares; 2025Q1: 497,604 shares; 2025Q2: 475,708 shares; 2025Q3: 500,506 shares; 2025Q4: 522,688 shares; 2026Q1: 629,481 shares; 2026Q2: 528,495 shares 528,495 $31.9M 0.15% -100,986 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: 176,113 shares; 2024Q4: 201,492 shares; 2025Q1: 216,165 shares; 2025Q2: 233,514 shares; 2025Q3: 248,696 shares; 2025Q4: 265,627 shares; 2026Q1: 277,160 shares; 2026Q2: 297,186 shares 297,186 $31.8M 0.15% +20,026 Timeline DFAT 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: 324,581 shares; 2024Q4: 360,124 shares; 2025Q1: 397,554 shares; 2025Q2: 465,775 shares; 2025Q3: 444,646 shares; 2025Q4: 427,364 shares; 2026Q1: 440,572 shares; 2026Q2: 454,658 shares 454,658 $31.8M 0.15% +14,086 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: 58,242 shares; 2024Q4: 61,506 shares; 2025Q1: 68,260 shares; 2025Q2: 253,305 shares; 2025Q3: 304,623 shares; 2025Q4: 400,952 shares; 2026Q1: 491,008 shares; 2026Q2: 542,448 shares 542,448 $31.3M 0.15% +51,440 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,534 shares; 2024Q4: 8,799 shares; 2025Q1: 11,485 shares; 2025Q2: 14,568 shares; 2025Q3: 16,635 shares; 2025Q4: 49,047 shares; 2026Q1: 52,495 shares; 2026Q2: 59,091 shares 59,091 $30.7M 0.14% +6,596 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,843 shares; 2024Q4: 215,595 shares; 2025Q1: 242,819 shares; 2025Q2: 230,684 shares; 2025Q3: 244,165 shares; 2025Q4: 252,774 shares; 2026Q1: 290,135 shares; 2026Q2: 400,653 shares 400,653 $30.6M 0.14% +110,518 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 970,604 shares; 2026Q2: 1,207,960 shares 1,207,960 $30.3M 0.14% +237,356 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: 589,438 shares; 2024Q4: 537,919 shares; 2025Q1: 580,520 shares; 2025Q2: 81,169 shares; 2025Q3: 150,195 shares; 2025Q4: 173,939 shares; 2026Q1: 544,892 shares; 2026Q2: 513,682 shares 513,682 $30.3M 0.14% -31,210 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: 16,918 shares; 2024Q4: 17,743 shares; 2025Q1: 17,348 shares; 2025Q2: 19,414 shares; 2025Q3: 22,236 shares; 2025Q4: 244,041 shares; 2026Q1: 215,532 shares; 2026Q2: 208,669 shares 208,669 $30.2M 0.14% -6,863 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: 6,311 shares; 2024Q4: 12,230 shares; 2025Q1: 7,630 shares; 2025Q2: 13,489 shares; 2025Q3: 13,548 shares; 2025Q4: 152,839 shares; 2026Q1: 157,042 shares; 2026Q2: 169,985 shares 169,985 $30M 0.14% +12,943 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: 534,433 shares; 2024Q4: 607,071 shares; 2025Q1: 648,925 shares; 2025Q2: 740,189 shares; 2025Q3: 707,996 shares; 2025Q4: 674,139 shares; 2026Q1: 694,340 shares; 2026Q2: 723,928 shares 723,928 $29.9M 0.14% +29,588 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: 94,306 shares; 2024Q4: 109,756 shares; 2025Q1: 10,589 shares; 2025Q2: 161,066 shares; 2025Q3: 143,581 shares; 2025Q4: 143,115 shares; 2026Q1: 179,472 shares; 2026Q2: 113,303 shares 113,303 $29.5M 0.14% -66,169 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,145 shares; 2024Q4: 348,611 shares; 2025Q1: 410,488 shares; 2025Q2: 556,504 shares; 2025Q3: 573,073 shares; 2025Q4: 610,012 shares; 2026Q1: 677,654 shares; 2026Q2: 1,328,900 shares 1,328,900 $29.2M 0.14% +651,246 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: 347 shares; 2024Q4: 330 shares; 2025Q1: 352 shares; 2025Q2: 431 shares; 2025Q3: 525 shares; 2025Q4: 502 shares; 2026Q1: 462 shares; 2026Q2: 162,940 shares 162,940 $29M 0.14% +162,478 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,870 shares; 2024Q4: 180,597 shares; 2025Q1: 226,523 shares; 2025Q2: 482,570 shares; 2025Q3: 526,496 shares; 2025Q4: 472,954 shares; 2026Q1: 348,792 shares; 2026Q2: 389,463 shares 389,463 $29M 0.14% +40,671 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652,143 shares; 2024Q4: 689,643 shares; 2025Q1: 697,009 shares; 2025Q2: 720,401 shares; 2025Q3: 739,167 shares; 2025Q4: 677,873 shares; 2026Q1: 679,515 shares; 2026Q2: 601,174 shares 601,174 $28.6M 0.13% -78,341 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,352 shares; 2024Q4: 143,208 shares; 2025Q1: 158,885 shares; 2025Q2: 178,671 shares; 2025Q3: 205,153 shares; 2025Q4: 238,238 shares; 2026Q1: 249,767 shares; 2026Q2: 293,086 shares 293,086 $28.2M 0.13% +43,319 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: 39,267 shares; 2024Q4: 43,974 shares; 2025Q1: 34,237 shares; 2025Q2: 242,221 shares; 2025Q3: 257,204 shares; 2025Q4: 244,139 shares; 2026Q1: 323,757 shares; 2026Q2: 270,721 shares 270,721 $28M 0.13% -53,036 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,502 shares; 2024Q4: 350,714 shares; 2025Q1: 374,007 shares; 2025Q2: 397,979 shares; 2025Q3: 431,523 shares; 2025Q4: 490,546 shares; 2026Q1: 523,579 shares; 2026Q2: 575,306 shares 575,306 $28M 0.13% +51,727 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,870 shares; 2024Q4: 6,517 shares; 2025Q1: 5,602 shares; 2025Q2: 9,047 shares; 2025Q3: 9,731 shares; 2025Q4: 7,178 shares; 2026Q1: 8,324 shares; 2026Q2: 213,534 shares 213,534 $27.9M 0.13% +205,210 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,033 shares; 2024Q4: 123,573 shares; 2025Q1: 137,256 shares; 2025Q2: 156,900 shares; 2025Q3: 170,695 shares; 2025Q4: 178,641 shares; 2026Q1: 227,548 shares; 2026Q2: 257,878 shares 257,878 $27.8M 0.13% +30,330 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,383 shares; 2024Q4: 153,327 shares; 2025Q1: 152,298 shares; 2025Q2: 323,325 shares; 2025Q3: 332,299 shares; 2025Q4: 376,382 shares; 2026Q1: 431,555 shares; 2026Q2: 526,552 shares 526,552 $27.7M 0.13% +94,997 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: 35,660 shares; 2024Q4: 9,905 shares; 2025Q1: 3,218 shares; 2025Q2: 25,884 shares; 2025Q3: 31,637 shares; 2025Q4: 6,760 shares; 2026Q1: 204,023 shares; 2026Q2: 268,853 shares 268,853 $27.5M 0.13% +64,830 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128,955 shares; 2024Q4: 1,253,372 shares; 2025Q1: 1,240,039 shares; 2025Q2: 1,929,514 shares; 2025Q3: 2,040,028 shares; 2025Q4: 2,000,148 shares; 2026Q1: 2,578,463 shares; 2026Q2: 1,975,561 shares 1,975,561 $27.5M 0.13% -602,902 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,555 shares; 2024Q4: 24,931 shares; 2025Q1: 24,506 shares; 2025Q2: 1,780 shares; 2025Q3: 2,034 shares; 2025Q4: 972 shares; 2026Q1: 987 shares; 2026Q2: 65,866 shares 65,866 $27.4M 0.13% +64,879 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,341 shares; 2024Q4: 429,381 shares; 2025Q1: 483,389 shares; 2025Q2: 494,280 shares; 2025Q3: 514,415 shares; 2025Q4: 514,206 shares; 2026Q1: 616,520 shares; 2026Q2: 546,432 shares 546,432 $27.2M 0.13% -70,088 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359,477 shares 359,477 $27.2M 0.13% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568,924 shares; 2024Q4: 602,906 shares; 2025Q1: 597,259 shares; 2025Q2: 912,858 shares; 2025Q3: 956,855 shares; 2025Q4: 422,320 shares; 2026Q1: 501,219 shares; 2026Q2: 581,581 shares 581,581 $27.1M 0.13% +80,362 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: 1,898,991 shares; 2024Q4: 1,954,574 shares; 2025Q1: 1,682,878 shares; 2025Q2: 1,906,544 shares; 2025Q3: 2,006,767 shares; 2025Q4: 1,875,803 shares; 2026Q1: 1,368,885 shares; 2026Q2: 1,302,118 shares 1,302,118 $27M 0.13% -66,767 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: 131,392 shares; 2024Q4: 140,194 shares; 2025Q1: 163,998 shares; 2025Q2: 163,800 shares; 2025Q3: 171,770 shares; 2025Q4: 178,008 shares; 2026Q1: 203,445 shares; 2026Q2: 230,106 shares 230,106 $26.9M 0.13% +26,661 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649,482 shares; 2024Q4: 837,761 shares; 2025Q1: 803,080 shares; 2025Q2: 819,976 shares; 2025Q3: 845,047 shares; 2025Q4: 844,094 shares; 2026Q1: 1,051,239 shares; 2026Q2: 889,195 shares 889,195 $26.9M 0.13% -162,044 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: 130,682 shares; 2024Q4: 158,605 shares; 2025Q1: 255,621 shares; 2025Q2: 188,845 shares; 2025Q3: 211,892 shares; 2025Q4: 464,076 shares; 2026Q1: 614,490 shares; 2026Q2: 503,748 shares 503,748 $26.8M 0.12% -110,742 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317,059 shares; 2025Q3: 338,848 shares; 2025Q4: 369,652 shares; 2026Q1: 6,142 shares; 2026Q2: 573,686 shares 573,686 $26.5M 0.12% +567,544 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: 80,854 shares; 2024Q4: 95,322 shares; 2025Q1: 106,628 shares; 2025Q2: 116,909 shares; 2025Q3: 125,503 shares; 2025Q4: 133,896 shares; 2026Q1: 137,977 shares; 2026Q2: 143,112 shares 143,112 $26.5M 0.12% +5,135 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: 500,149 shares; 2024Q4: 561,371 shares; 2025Q1: 424,574 shares; 2025Q2: 239,590 shares; 2025Q3: 254,988 shares; 2025Q4: 152,507 shares; 2026Q1: 144,082 shares; 2026Q2: 205,251 shares 205,251 $26.4M 0.12% +61,169 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: 35,063 shares; 2024Q4: 44,821 shares; 2025Q1: 52,685 shares; 2025Q2: 58,260 shares; 2025Q3: 69,468 shares; 2025Q4: 59,070 shares; 2026Q1: 68,708 shares; 2026Q2: 87,534 shares 87,534 $26.1M 0.12% +18,826 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,648 shares; 2024Q4: 437,415 shares; 2025Q1: 527,969 shares; 2025Q2: 427,663 shares; 2025Q3: 416,930 shares; 2025Q4: 412,486 shares; 2026Q1: 511,610 shares; 2026Q2: 372,036 shares 372,036 $26.1M 0.12% -139,574 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,943 shares; 2024Q4: 661,268 shares; 2025Q1: 972,082 shares; 2025Q2: 1,198,924 shares; 2025Q3: 890,432 shares; 2025Q4: 977,534 shares; 2026Q1: 938,908 shares; 2026Q2: 1,001,267 shares 1,001,267 $26M 0.12% +62,359 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,013 shares; 2024Q4: 226,997 shares; 2025Q1: 274,603 shares; 2025Q2: 16,090 shares; 2025Q3: 18,864 shares; 2025Q4: 21,815 shares; 2026Q1: 23,235 shares; 2026Q2: 340,356 shares 340,356 $26M 0.12% +317,121 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,807 shares; 2026Q1: 127,935 shares; 2026Q2: 115,322 shares 115,322 $25.9M 0.12% -12,613 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,173 shares; 2024Q4: 9,859 shares; 2025Q1: 11,768 shares; 2025Q2: 9,990 shares; 2025Q3: 12,680 shares; 2025Q4: 13,162 shares; 2026Q1: 420,154 shares; 2026Q2: 514,454 shares 514,454 $25.8M 0.12% +94,300 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527,546 shares; 2024Q4: 1,732,294 shares; 2025Q1: 1,743,156 shares; 2025Q2: 2,618,207 shares; 2025Q3: 3,708,945 shares; 2025Q4: 3,143,229 shares; 2026Q1: 936,998 shares; 2026Q2: 1,081,663 shares 1,081,663 $25.7M 0.12% +144,665 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,438 shares; 2024Q4: 50,603 shares; 2025Q1: 53,880 shares; 2025Q2: 59,770 shares; 2025Q3: 49,977 shares; 2025Q4: 59,344 shares; 2026Q1: 24,907 shares; 2026Q2: 298,823 shares 298,823 $25.3M 0.12% +273,916 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: 2,195 shares; 2024Q4: 2,165 shares; 2025Q1: 2,262 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,890 shares; 2026Q1: 258,972 shares; 2026Q2: 260,334 shares 260,334 $25.2M 0.12% +1,362 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: 188,408 shares; 2025Q2: 721,148 shares; 2025Q3: 771,335 shares; 2025Q4: 799,865 shares; 2026Q1: 831,845 shares; 2026Q2: 583,385 shares 583,385 $25.1M 0.12% -248,460 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 7,659 shares; 2025Q1: 31,692 shares; 2025Q2: 376,275 shares; 2025Q3: 373,778 shares; 2025Q4: 379,011 shares; 2026Q1: 12,442 shares; 2026Q2: 613,239 shares 613,239 $25.1M 0.12% +600,797 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: 45,108 shares; 2024Q4: 37,779 shares; 2025Q1: 35,933 shares; 2025Q2: 35,119 shares; 2025Q3: 45,105 shares; 2025Q4: 54,731 shares; 2026Q1: 63,114 shares; 2026Q2: 67,795 shares 67,795 $25.1M 0.12% +4,681 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,654 shares; 2024Q4: 510,060 shares; 2025Q1: 559,274 shares; 2025Q2: 862,680 shares; 2025Q3: 1,042,223 shares; 2025Q4: 1,216,909 shares; 2026Q1: 1,264,387 shares; 2026Q2: 1,184,163 shares 1,184,163 $25M 0.12% -80,224 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: 475,458 shares; 2026Q2: 494,328 shares 494,328 $24.9M 0.12% +18,870 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,489 shares; 2024Q4: 270,637 shares; 2025Q1: 332,894 shares; 2025Q2: 340,427 shares; 2025Q3: 356,485 shares; 2025Q4: 366,758 shares; 2026Q1: 414,072 shares; 2026Q2: 511,612 shares 511,612 $24.9M 0.12% +97,540 Timeline GSY 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: not reported; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 722 shares; 2026Q1: 1,833 shares; 2026Q2: 495,000 shares 495,000 $24.8M 0.12% +493,167 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: 182,604 shares; 2024Q4: 198,813 shares; 2025Q1: 225,003 shares; 2025Q2: 270,035 shares; 2025Q3: 290,181 shares; 2025Q4: 315,475 shares; 2026Q1: 351,980 shares; 2026Q2: 339,027 shares 339,027 $24.7M 0.12% -12,953 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 2,280 shares; 2025Q2: 145,647 shares; 2025Q3: 391,856 shares; 2025Q4: 403,254 shares; 2026Q1: 455,015 shares; 2026Q2: 413,512 shares 413,512 $24.7M 0.12% -41,503 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: 10,397 shares; 2024Q4: 12,115 shares; 2025Q1: 14,523 shares; 2025Q2: 16,861 shares; 2025Q3: 20,890 shares; 2025Q4: 23,155 shares; 2026Q1: 24,133 shares; 2026Q2: 108,921 shares 108,921 $24.4M 0.11% +84,788 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,797 shares; 2024Q4: 835,096 shares; 2025Q1: 989,072 shares; 2025Q2: 1,126,495 shares; 2025Q3: 1,033,643 shares; 2025Q4: 1,164,244 shares; 2026Q1: 1,005,237 shares; 2026Q2: 1,025,769 shares 1,025,769 $24M 0.11% +20,532 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: 336,047 shares; 2024Q4: 353,862 shares; 2025Q1: 348,423 shares; 2025Q2: 356,712 shares; 2025Q3: 397,667 shares; 2025Q4: 449,804 shares; 2026Q1: 169,836 shares; 2026Q2: 222,382 shares 222,382 $23.9M 0.11% +52,546 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: 326,021 shares; 2024Q4: 313,770 shares; 2025Q1: 304,673 shares; 2025Q2: 305,267 shares; 2025Q3: 302,410 shares; 2025Q4: 298,473 shares; 2026Q1: 286,655 shares; 2026Q2: 268,737 shares 268,737 $23.9M 0.11% -17,918 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 4,204 shares; 2025Q2: 3,061 shares; 2025Q3: 3,369 shares; 2025Q4: 2,427 shares; 2026Q1: 7,556 shares; 2026Q2: 184,299 shares 184,299 $23.9M 0.11% +176,743 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217,405 shares; 2024Q4: 1,253,202 shares; 2025Q1: 1,199,553 shares; 2025Q2: 1,286,673 shares; 2025Q3: 1,345,875 shares; 2025Q4: 1,101,713 shares; 2026Q1: 1,431,619 shares; 2026Q2: 1,020,932 shares 1,020,932 $23.5M 0.11% -410,687 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,518 shares; 2025Q3: 193,525 shares; 2025Q4: 203,339 shares; 2026Q1: 311,880 shares; 2026Q2: 345,014 shares 345,014 $23.4M 0.11% +33,134 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 229,513 shares; 2025Q1: not reported; 2025Q2: 18,773 shares; 2025Q3: 403,511 shares; 2025Q4: 191,479 shares; 2026Q1: 185,232 shares; 2026Q2: 718,044 shares 718,044 $23.4M 0.11% +532,812 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: 25,632 shares; 2024Q4: 46,388 shares; 2025Q1: 20,171 shares; 2025Q2: 17,232 shares; 2025Q3: 12,571 shares; 2025Q4: 33,809 shares; 2026Q1: 43,887 shares; 2026Q2: 122,656 shares 122,656 $23.4M 0.11% +78,769 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,080 shares; 2024Q4: 31,682 shares; 2025Q1: 28,419 shares; 2025Q2: 369,872 shares; 2025Q3: 372,794 shares; 2025Q4: 363,270 shares; 2026Q1: 475,824 shares; 2026Q2: 303,203 shares 303,203 $23.2M 0.11% -172,621 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,792 shares; 2025Q1: 2,929 shares; 2025Q2: 139,599 shares; 2025Q3: 152,331 shares; 2025Q4: 159,584 shares; 2026Q1: 189,265 shares; 2026Q2: 216,403 shares 216,403 $23.2M 0.11% +27,138 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: 4,318 shares; 2024Q4: 3,433 shares; 2025Q1: 4,183 shares; 2025Q2: 7,097 shares; 2025Q3: 7,335 shares; 2025Q4: 104,515 shares; 2026Q1: 255,879 shares; 2026Q2: 186,062 shares 186,062 $23.2M 0.11% -69,817 Timeline FLDR 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: 154,211 shares; 2024Q4: 295,931 shares; 2025Q1: 322,664 shares; 2025Q2: 315,420 shares; 2025Q3: 340,054 shares; 2025Q4: 399,536 shares; 2026Q1: 427,308 shares; 2026Q2: 454,714 shares 454,714 $22.8M 0.11% +27,406 Timeline DFCF 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: 444,066 shares; 2024Q4: 481,949 shares; 2025Q1: 507,976 shares; 2025Q2: 620,998 shares; 2025Q3: 526,816 shares; 2025Q4: 518,501 shares; 2026Q1: 533,410 shares; 2026Q2: 538,163 shares 538,163 $22.7M 0.11% +4,753 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,875 shares; 2024Q4: 391,483 shares; 2025Q1: 482,210 shares; 2025Q2: 435,804 shares; 2025Q3: 457,614 shares; 2025Q4: 468,733 shares; 2026Q1: 536,010 shares; 2026Q2: 621,417 shares 621,417 $22.6M 0.11% +85,407 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,678 shares; 2024Q4: 201,776 shares; 2025Q1: 179,651 shares; 2025Q2: 165,701 shares; 2025Q3: 89,243 shares; 2025Q4: 95,214 shares; 2026Q1: 119,429 shares; 2026Q2: 152,890 shares 152,890 $22.4M 0.1% +33,461 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,542 shares; 2024Q4: 102,221 shares; 2025Q1: 118,274 shares; 2025Q2: 112,863 shares; 2025Q3: 118,521 shares; 2025Q4: 123,173 shares; 2026Q1: 136,049 shares; 2026Q2: 146,060 shares 146,060 $22.3M 0.1% +10,011 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,160 shares; 2024Q4: 127,842 shares; 2025Q1: 176,117 shares; 2025Q2: 169,492 shares; 2025Q3: 241,337 shares; 2025Q4: 330,650 shares; 2026Q1: 249,390 shares; 2026Q2: 277,490 shares 277,490 $22M 0.1% +28,100 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: 186,054 shares; 2024Q4: 154,077 shares; 2025Q1: 169,771 shares; 2025Q2: 154,177 shares; 2025Q3: 174,530 shares; 2025Q4: 186,548 shares; 2026Q1: 192,693 shares; 2026Q2: 183,643 shares 183,643 $21.6M 0.1% -9,050 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451,982 shares; 2026Q1: 448,051 shares; 2026Q2: 434,232 shares 434,232 $21.4M 0.1% -13,819 Timeline CNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,039,225 shares; 2025Q1: 725,417 shares; 2025Q2: 602,068 shares; 2025Q3: 522,788 shares; 2025Q4: 448,184 shares; 2026Q1: 446,248 shares; 2026Q2: 440,323 shares 440,323 $21.1M 0.1% -5,925 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: 24,992 shares; 2024Q4: 30,528 shares; 2025Q1: 33,514 shares; 2025Q2: 34,758 shares; 2025Q3: 43,932 shares; 2025Q4: 40,376 shares; 2026Q1: 42,879 shares; 2026Q2: 53,058 shares 53,058 $21.1M 0.1% +10,179 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,853 shares; 2024Q4: 93,371 shares; 2025Q1: 120,890 shares; 2025Q2: 144,609 shares; 2025Q3: 254,534 shares; 2025Q4: 376,766 shares; 2026Q1: 515,315 shares; 2026Q2: 445,622 shares 445,622 $21.1M 0.1% -69,693 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,496 shares; 2024Q4: 158,655 shares; 2025Q1: 182,702 shares; 2025Q2: 189,900 shares; 2025Q3: 230,631 shares; 2025Q4: 334,707 shares; 2026Q1: 151,735 shares; 2026Q2: 165,893 shares 165,893 $20.8M 0.1% +14,158 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: 131,319 shares; 2024Q4: 255,786 shares; 2025Q1: 228,291 shares; 2025Q2: 23,525 shares; 2025Q3: 25,249 shares; 2025Q4: 190,331 shares; 2026Q1: 190,622 shares; 2026Q2: 179,618 shares 179,618 $20.6M 0.1% -11,004 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,076,584 shares 1,076,584 $20.5M 0.1% new Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103,978 shares; 2025Q1: 162,539 shares; 2025Q2: 207,435 shares; 2025Q3: 311,041 shares; 2025Q4: 340,685 shares; 2026Q1: 416,393 shares; 2026Q2: 416,674 shares 416,674 $20.3M 0.09% +281 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,083 shares; 2024Q4: 223,194 shares; 2025Q1: 243,435 shares; 2025Q2: 271,347 shares; 2025Q3: 307,922 shares; 2025Q4: 335,474 shares; 2026Q1: 358,439 shares; 2026Q2: 355,863 shares 355,863 $20.1M 0.09% -2,576 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: 161,731 shares; 2024Q4: 174,232 shares; 2025Q1: 189,297 shares; 2025Q2: 116,029 shares; 2025Q3: 113,032 shares; 2025Q4: 155,932 shares; 2026Q1: 128,358 shares; 2026Q2: 139,937 shares 139,937 $20M 0.09% +11,579 Timeline FGD 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: 888,655 shares; 2024Q4: 915,772 shares; 2025Q1: 921,844 shares; 2025Q2: 858,509 shares; 2025Q3: 870,473 shares; 2025Q4: 885,410 shares; 2026Q1: 642,963 shares; 2026Q2: 622,667 shares 622,667 $19.9M 0.09% -20,296 Timeline WDIV 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: 333,282 shares; 2024Q4: 338,727 shares; 2025Q1: 332,401 shares; 2025Q2: 322,902 shares; 2025Q3: 336,822 shares; 2025Q4: 344,755 shares; 2026Q1: 254,825 shares; 2026Q2: 246,742 shares 246,742 $19.7M 0.09% -8,083 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: 8,025 shares; 2024Q4: 12,792 shares; 2025Q1: 16,684 shares; 2025Q2: 16,197 shares; 2025Q3: 18,424 shares; 2025Q4: 19,049 shares; 2026Q1: 16,219 shares; 2026Q2: 16,767 shares 16,767 $19.7M 0.09% +548 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 131,823 shares; 2025Q1: 162,630 shares; 2025Q2: 189,939 shares; 2025Q3: 216,626 shares; 2025Q4: 319,803 shares; 2026Q1: 410,581 shares; 2026Q2: 384,496 shares 384,496 $19.7M 0.09% -26,085 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: 200,613 shares; 2024Q4: 191,176 shares; 2025Q1: 179,702 shares; 2025Q2: 190,551 shares; 2025Q3: 208,552 shares; 2025Q4: 230,609 shares; 2026Q1: 244,977 shares; 2026Q2: 271,691 shares 271,691 $19.4M 0.09% +26,714 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares; 2026Q1: 1,587 shares; 2026Q2: 65,836 shares 65,836 $19.3M 0.09% +64,249 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,187 shares; 2024Q4: 3,007 shares; 2025Q1: 3,513 shares; 2025Q2: 3,959 shares; 2025Q3: 6,262 shares; 2025Q4: 100,672 shares; 2026Q1: 100,460 shares; 2026Q2: 107,554 shares 107,554 $17.9M 0.08% +7,094 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: 90,415 shares; 2024Q4: 76,934 shares; 2025Q1: 75,864 shares; 2025Q2: 73,587 shares; 2025Q3: 70,859 shares; 2025Q4: 71,673 shares; 2026Q1: 58,726 shares; 2026Q2: 48,392 shares 48,392 $17.8M 0.08% -10,334 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,249 shares; 2024Q4: 108,147 shares; 2025Q1: 99,748 shares; 2025Q2: 108,405 shares; 2025Q3: 116,753 shares; 2025Q4: 253,261 shares; 2026Q1: 385,935 shares; 2026Q2: 348,281 shares 348,281 $17.7M 0.08% -37,654 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: 10,987 shares; 2024Q4: 36,982 shares; 2025Q1: 43,049 shares; 2025Q2: 52,252 shares; 2025Q3: 54,061 shares; 2025Q4: 71,241 shares; 2026Q1: 102,886 shares; 2026Q2: 107,973 shares 107,973 $17.4M 0.08% +5,087 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: 58,482 shares; 2024Q4: 46,936 shares; 2025Q1: 42,474 shares; 2025Q2: 69,950 shares; 2025Q3: 89,329 shares; 2025Q4: 90,225 shares; 2026Q1: 90,930 shares; 2026Q2: 57,705 shares 57,705 $17.2M 0.08% -33,225 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares; 2026Q1: 2,334 shares; 2026Q2: 74,546 shares 74,546 $17.2M 0.08% +72,212 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255,201 shares; 2026Q2: 275,811 shares 275,811 $17.1M 0.08% +20,610 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: 193,887 shares; 2024Q4: 205,331 shares; 2025Q1: 202,957 shares; 2025Q2: 217,708 shares; 2025Q3: 296,412 shares; 2025Q4: 381,694 shares; 2026Q1: 386,943 shares; 2026Q2: 321,288 shares 321,288 $16.8M 0.08% -65,655 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: 266,467 shares; 2024Q4: 244,086 shares; 2025Q1: 412,409 shares; 2025Q2: 331,022 shares; 2025Q3: 277,389 shares; 2025Q4: 285,436 shares; 2026Q1: 453,296 shares; 2026Q2: 316,308 shares 316,308 $16.6M 0.08% -136,988 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,079 shares; 2024Q4: 9,867 shares; 2025Q1: 6,284 shares; 2025Q2: 5,625 shares; 2025Q3: 6,542 shares; 2025Q4: 168,665 shares; 2026Q1: 182,573 shares; 2026Q2: 177,909 shares 177,909 $16.5M 0.08% -4,664 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 406,813 shares; 2026Q1: 512,020 shares; 2026Q2: 551,834 shares 551,834 $16.4M 0.08% +39,814 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: 3,452 shares; 2025Q1: 3,620 shares; 2025Q2: 4,328 shares; 2025Q3: 4,947 shares; 2025Q4: 68,533 shares; 2026Q1: 71,254 shares; 2026Q2: 77,052 shares 77,052 $16.4M 0.08% +5,798 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 384,719 shares; 2025Q4: 435,647 shares; 2026Q1: 591,003 shares; 2026Q2: 636,465 shares 636,465 $16.3M 0.08% +45,462 Timeline AVLC 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: 14,298 shares; 2025Q1: 32,435 shares; 2025Q2: 62,100 shares; 2025Q3: 90,074 shares; 2025Q4: 140,086 shares; 2026Q1: 150,599 shares; 2026Q2: 180,245 shares 180,245 $16.2M 0.08% +29,646 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: 465,159 shares; 2024Q4: 487,282 shares; 2025Q1: 499,394 shares; 2025Q2: 473,831 shares; 2025Q3: 477,193 shares; 2025Q4: 324,486 shares; 2026Q1: 301,971 shares; 2026Q2: 73,287 shares 73,287 $16.1M 0.07% -228,684 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: 571,535 shares 571,535 $16M 0.07% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,584 shares; 2024Q4: 19,698 shares; 2025Q1: 18,808 shares; 2025Q2: 24,336 shares; 2025Q3: 26,175 shares; 2025Q4: 193,473 shares; 2026Q1: 224,535 shares; 2026Q2: 198,538 shares 198,538 $15.9M 0.07% -25,997 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,300 shares; 2025Q1: 1,320 shares; 2025Q2: 1,908 shares; 2025Q3: 2,020 shares; 2025Q4: 32,286 shares; 2026Q1: 32,855 shares; 2026Q2: 35,034 shares 35,034 $15.9M 0.07% +2,179 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,284 shares; 2025Q1: 61,808 shares; 2025Q2: 200,029 shares; 2025Q3: 488,644 shares; 2025Q4: 767,382 shares; 2026Q1: 703,684 shares; 2026Q2: 768,253 shares 768,253 $15.5M 0.07% +64,569 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,433 shares; 2024Q4: 149,471 shares; 2025Q1: 173,410 shares; 2025Q2: 235,455 shares; 2025Q3: 256,265 shares; 2025Q4: 282,566 shares; 2026Q1: 330,635 shares; 2026Q2: 347,324 shares 347,324 $15.3M 0.07% +16,689 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,141 shares; 2026Q1: 446,086 shares; 2026Q2: 381,430 shares 381,430 $14.7M 0.07% -64,656 Timeline QFLR 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: 293,109 shares; 2024Q4: 309,664 shares; 2025Q1: 315,212 shares; 2025Q2: 327,294 shares; 2025Q3: 345,271 shares; 2025Q4: 355,757 shares; 2026Q1: 399,729 shares; 2026Q2: 403,431 shares 403,431 $14.7M 0.07% +3,702 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: 199,470 shares; 2024Q4: 189,651 shares; 2025Q1: 197,494 shares; 2025Q2: 208,285 shares; 2025Q3: 242,439 shares; 2025Q4: 132,468 shares; 2026Q1: 140,449 shares; 2026Q2: 108,664 shares 108,664 $14.7M 0.07% -31,785 Timeline FDLO 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: 59,367 shares; 2024Q4: 66,948 shares; 2025Q1: 75,483 shares; 2025Q2: 70,575 shares; 2025Q3: 85,450 shares; 2025Q4: 117,214 shares; 2026Q1: 193,124 shares; 2026Q2: 215,183 shares 215,183 $14.7M 0.07% +22,059 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,574 shares; 2025Q1: 13,729 shares; 2025Q2: 30,376 shares; 2025Q3: 38,998 shares; 2025Q4: 56,513 shares; 2026Q1: 65,869 shares; 2026Q2: 161,076 shares 161,076 $14.7M 0.07% +95,207 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: 74,046 shares; 2024Q4: 86,281 shares; 2025Q1: 97,974 shares; 2025Q2: 103,106 shares; 2025Q3: 129,415 shares; 2025Q4: 161,149 shares; 2026Q1: 52,024 shares; 2026Q2: 79,467 shares 79,467 $14.7M 0.07% +27,443 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: not reported; 2024Q4: 15,219 shares; 2025Q1: 179,472 shares; 2025Q2: 494,367 shares; 2025Q3: 540,794 shares; 2025Q4: 688,541 shares; 2026Q1: 594,174 shares; 2026Q2: 427,273 shares 427,273 $14.6M 0.07% -166,901 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 669 shares; 2025Q2: 723 shares; 2025Q3: 2,584 shares; 2025Q4: 2,814 shares; 2026Q1: 209,001 shares; 2026Q2: 247,534 shares 247,534 $14.6M 0.07% +38,533 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,616 shares; 2024Q4: 109,522 shares; 2025Q1: 111,515 shares; 2025Q2: 192,344 shares; 2025Q3: 222,954 shares; 2025Q4: 250,547 shares; 2026Q1: 290,301 shares; 2026Q2: 285,032 shares 285,032 $14.4M 0.07% -5,269 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: 78,936 shares; 2024Q4: 300,322 shares; 2025Q1: 246,963 shares; 2025Q2: 335,988 shares; 2025Q3: 361,031 shares; 2025Q4: 351,473 shares; 2026Q1: 394,425 shares; 2026Q2: 406,437 shares 406,437 $13.8M 0.06% +12,012 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: 8,779 shares; 2024Q4: 9,175 shares; 2025Q1: 9,980 shares; 2025Q2: 9,696 shares; 2025Q3: 9,783 shares; 2025Q4: 12,785 shares; 2026Q1: 14,037 shares; 2026Q2: 114,957 shares 114,957 $13.7M 0.06% +100,920 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: 147,372 shares; 2024Q4: 124,443 shares; 2025Q1: 283,009 shares; 2025Q2: 228,300 shares; 2025Q3: 192,044 shares; 2025Q4: 185,722 shares; 2026Q1: 305,294 shares; 2026Q2: 271,284 shares 271,284 $13.5M 0.06% -34,010 Timeline FDEV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 377,266 shares 377,266 $13.4M 0.06% +377,207 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: 94,442 shares; 2024Q4: 98,953 shares; 2025Q1: 117,082 shares; 2025Q2: 10,427 shares; 2025Q3: 10,906 shares; 2025Q4: 20,273 shares; 2026Q1: 83,523 shares; 2026Q2: 13,845 shares 13,845 $13.4M 0.06% -69,678 Timeline SPTI 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: 11,371 shares; 2024Q4: 10,835 shares; 2025Q1: 12,940 shares; 2025Q2: 36,383 shares; 2025Q3: 41,778 shares; 2025Q4: 403,133 shares; 2026Q1: 430,834 shares; 2026Q2: 465,318 shares 465,318 $13.2M 0.06% +34,484 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: 119,466 shares; 2024Q4: 114,663 shares; 2025Q1: 99,764 shares; 2025Q2: 123,924 shares; 2025Q3: 116,742 shares; 2025Q4: 146,498 shares; 2026Q1: 148,451 shares; 2026Q2: 160,128 shares 160,128 $13M 0.06% +11,677 Timeline VGLT 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: 393,808 shares; 2024Q4: 407,583 shares; 2025Q1: 406,082 shares; 2025Q2: 220,298 shares; 2025Q3: 235,078 shares; 2025Q4: 248,005 shares; 2026Q1: 247,712 shares; 2026Q2: 233,894 shares 233,894 $12.9M 0.06% -13,818 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: 1,123,205 shares; 2024Q4: 1,165,588 shares; 2025Q1: 1,022,915 shares; 2025Q2: 826,487 shares; 2025Q3: 869,346 shares; 2025Q4: 924,555 shares; 2026Q1: 211,245 shares; 2026Q2: 221,044 shares 221,044 $12.9M 0.06% +9,799 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: 1,206 shares; 2024Q4: 1,662 shares; 2025Q1: 2,192 shares; 2025Q2: 2,538 shares; 2025Q3: 3,224 shares; 2025Q4: 5,944 shares; 2026Q1: 7,266 shares; 2026Q2: 42,234 shares 42,234 $12.7M 0.06% +34,968 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: 128,998 shares; 2024Q4: 198,157 shares; 2025Q1: 196,450 shares; 2025Q2: 187,851 shares; 2025Q3: 235,097 shares; 2025Q4: 292,058 shares; 2026Q1: 331,898 shares; 2026Q2: 346,091 shares 346,091 $12.6M 0.06% +14,193 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,468 shares; 2024Q4: 850,011 shares; 2025Q1: 1,384,816 shares; 2025Q2: 1,771,470 shares; 2025Q3: 965,243 shares; 2025Q4: 764,407 shares; 2026Q1: 699,923 shares; 2026Q2: 787,825 shares 787,825 $12.6M 0.06% +87,902 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,982 shares; 2024Q4: 30,271 shares; 2025Q1: 197,711 shares; 2025Q2: 170,590 shares; 2025Q3: 166,262 shares; 2025Q4: 88,102 shares; 2026Q1: 20,613 shares; 2026Q2: 165,971 shares 165,971 $12.5M 0.06% +145,358 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: 26,224 shares; 2024Q4: 33,707 shares; 2025Q1: 33,493 shares; 2025Q2: 34,015 shares; 2025Q3: 38,210 shares; 2025Q4: 45,828 shares; 2026Q1: 149,510 shares; 2026Q2: 146,093 shares 146,093 $12.5M 0.06% -3,417 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: 144,351 shares; 2024Q4: 165,334 shares; 2025Q1: 219,746 shares; 2025Q2: 150,419 shares; 2025Q3: 203,149 shares; 2025Q4: 232,180 shares; 2026Q1: 244,583 shares; 2026Q2: 243,217 shares 243,217 $12.3M 0.06% -1,366 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85,700 shares; 2025Q1: 107,680 shares; 2025Q2: 125,120 shares; 2025Q3: 145,445 shares; 2025Q4: 211,455 shares; 2026Q1: 271,891 shares; 2026Q2: 255,448 shares 255,448 $12.1M 0.06% -16,443 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: 10,509 shares; 2024Q4: 23,291 shares; 2025Q1: 27,165 shares; 2025Q2: 31,281 shares; 2025Q3: 39,513 shares; 2025Q4: 38,934 shares; 2026Q1: 41,383 shares; 2026Q2: 35,280 shares 35,280 $12M 0.06% -6,103 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: 34,944 shares; 2024Q4: 37,067 shares; 2025Q1: 38,320 shares; 2025Q2: 40,752 shares; 2025Q3: 43,809 shares; 2025Q4: 45,950 shares; 2026Q1: 47,035 shares; 2026Q2: 48,902 shares 48,902 $11.9M 0.06% +1,867 Timeline FLMI 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: 8,935 shares; 2024Q4: 8,921 shares; 2025Q1: 8,860 shares; 2025Q2: 13,032 shares; 2025Q3: 14,071 shares; 2025Q4: 15,510 shares; 2026Q1: 156,369 shares; 2026Q2: 470,914 shares 470,914 $11.9M 0.06% +314,545 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,376 shares; 2024Q4: 244,593 shares; 2025Q1: 267,368 shares; 2025Q2: 301,362 shares; 2025Q3: 288,101 shares; 2025Q4: 271,346 shares; 2026Q1: 275,241 shares; 2026Q2: 275,843 shares 275,843 $11.8M 0.05% +602 Timeline CLOA 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: 129,699 shares; 2025Q1: 147,460 shares; 2025Q2: 188,762 shares; 2025Q3: 215,524 shares; 2025Q4: 231,742 shares; 2026Q1: 274,373 shares; 2026Q2: 226,661 shares 226,661 $11.8M 0.05% -47,712 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,926 shares; 2024Q4: 260,273 shares; 2025Q1: 283,456 shares; 2025Q2: 316,464 shares; 2025Q3: 300,670 shares; 2025Q4: 282,231 shares; 2026Q1: 287,556 shares; 2026Q2: 290,795 shares 290,795 $11.7M 0.05% +3,239 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: 7,683 shares; 2024Q4: 10,434 shares; 2025Q1: 11,343 shares; 2025Q2: 14,080 shares; 2025Q3: 19,412 shares; 2025Q4: 15,740 shares; 2026Q1: 14,047 shares; 2026Q2: 15,201 shares 15,201 $11.6M 0.05% +1,154 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: 11,206 shares; 2024Q4: 12,688 shares; 2025Q1: 6,970 shares; 2025Q2: 19,589 shares; 2025Q3: 11,740 shares; 2025Q4: 14,979 shares; 2026Q1: 14,326 shares; 2026Q2: 130,079 shares 130,079 $11.4M 0.05% +115,753 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: 144,997 shares; 2024Q4: 275,169 shares; 2025Q1: 283,701 shares; 2025Q2: 321,104 shares; 2025Q3: 315,950 shares; 2025Q4: 444,170 shares; 2026Q1: 305,035 shares; 2026Q2: 359,359 shares 359,359 $11.4M 0.05% +54,324 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,714 shares; 2026Q1: 59,666 shares; 2026Q2: 63,329 shares 63,329 $11.4M 0.05% +3,663 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,919 shares; 2024Q4: 94,689 shares; 2025Q1: 105,950 shares; 2025Q2: 117,311 shares; 2025Q3: 127,124 shares; 2025Q4: 131,825 shares; 2026Q1: 157,366 shares; 2026Q2: 175,384 shares 175,384 $11.4M 0.05% +18,018 Timeline AVMC 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: 12,689 shares; 2025Q1: 26,266 shares; 2025Q2: 53,688 shares; 2025Q3: 73,785 shares; 2025Q4: 99,881 shares; 2026Q1: 113,090 shares; 2026Q2: 141,166 shares 141,166 $11.3M 0.05% +28,076 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,866 shares 61,866 $11.2M 0.05% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 784 shares; 2025Q2: 995 shares; 2025Q3: 1,815 shares; 2025Q4: 1,927 shares; 2026Q1: 1,948 shares; 2026Q2: 143,467 shares 143,467 $11.1M 0.05% +141,519 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: 229,295 shares; 2024Q4: 214,764 shares; 2025Q1: 182,877 shares; 2025Q2: 165,383 shares; 2025Q3: 178,413 shares; 2025Q4: 243,732 shares; 2026Q1: 304,732 shares; 2026Q2: 195,686 shares 195,686 $11.1M 0.05% -109,046 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: 217,371 shares 217,371 $10.9M 0.05% new Timeline FNCL 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: 74,029 shares; 2024Q4: 84,647 shares; 2025Q1: 87,070 shares; 2025Q2: 92,730 shares; 2025Q3: 102,508 shares; 2025Q4: 110,510 shares; 2026Q1: 123,533 shares; 2026Q2: 142,087 shares 142,087 $10.9M 0.05% +18,554 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: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 152 shares; 2026Q1: 78,026 shares; 2026Q2: 206,167 shares 206,167 $10.8M 0.05% +128,141 Timeline PHDG 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: not reported; 2024Q4: 85 shares; 2025Q1: 86 shares; 2025Q2: 110 shares; 2025Q3: 210 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 263,698 shares 263,698 $10.8M 0.05% +263,618 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,932 shares; 2024Q4: 17,934 shares; 2025Q1: 19,595 shares; 2025Q2: 22,773 shares; 2025Q3: 22,887 shares; 2025Q4: 167,561 shares; 2026Q1: 172,307 shares; 2026Q2: 171,651 shares 171,651 $10.8M 0.05% -656 Timeline SFLR 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: 142,768 shares; 2024Q4: 156,386 shares; 2025Q1: 161,542 shares; 2025Q2: 168,804 shares; 2025Q3: 188,072 shares; 2025Q4: 194,675 shares; 2026Q1: 247,244 shares; 2026Q2: 278,719 shares 278,719 $10.8M 0.05% +31,475 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: 17,474 shares; 2024Q4: 18,467 shares; 2025Q1: 44,827 shares; 2025Q2: 49,712 shares; 2025Q3: 49,369 shares; 2025Q4: 53,832 shares; 2026Q1: 67,766 shares; 2026Q2: 98,477 shares 98,477 $10.6M 0.05% +30,711 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: 165,116 shares; 2024Q4: 182,933 shares; 2025Q1: 191,595 shares; 2025Q2: 208,944 shares; 2025Q3: 199,533 shares; 2025Q4: 185,696 shares; 2026Q1: 189,215 shares; 2026Q2: 195,742 shares 195,742 $10.6M 0.05% +6,527 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: 24,280 shares; 2024Q4: 24,653 shares; 2025Q1: 25,249 shares; 2025Q2: 26,429 shares; 2025Q3: 27,945 shares; 2025Q4: 36,664 shares; 2026Q1: 38,555 shares; 2026Q2: 38,471 shares 38,471 $10.5M 0.05% -84 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: 45,375 shares; 2024Q4: 46,158 shares; 2025Q1: 71,860 shares; 2025Q2: 69,974 shares; 2025Q3: 93,411 shares; 2025Q4: 101,454 shares; 2026Q1: 100,222 shares; 2026Q2: 127,709 shares 127,709 $10.4M 0.05% +27,487 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,015 shares; 2024Q4: 149,389 shares; 2025Q1: 168,499 shares; 2025Q2: 233,750 shares; 2025Q3: 224,136 shares; 2025Q4: 402,910 shares; 2026Q1: 772,951 shares; 2026Q2: 927,590 shares 927,590 $10.3M 0.05% +154,639 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: 39,559 shares; 2024Q4: 35,630 shares; 2025Q1: 39,551 shares; 2025Q2: 42,383 shares; 2025Q3: 44,337 shares; 2025Q4: 53,212 shares; 2026Q1: 41,397 shares; 2026Q2: 43,668 shares 43,668 $10.3M 0.05% +2,271 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,203 shares; 2024Q4: 38,911 shares; 2025Q1: 42,593 shares; 2025Q2: 49,654 shares; 2025Q3: 52,853 shares; 2025Q4: 53,685 shares; 2026Q1: 51,805 shares; 2026Q2: 54,689 shares 54,689 $10.3M 0.05% +2,884 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,879 shares; 2024Q4: 283,087 shares; 2025Q1: 308,810 shares; 2025Q2: 331,889 shares; 2025Q3: 374,782 shares; 2025Q4: 432,940 shares; 2026Q1: 392,056 shares; 2026Q2: 443,753 shares 443,753 $10.3M 0.05% +51,697 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: 8,246 shares; 2024Q4: 9,121 shares; 2025Q1: 7,347 shares; 2025Q2: 7,921 shares; 2025Q3: 10,479 shares; 2025Q4: 9,516 shares; 2026Q1: 98,714 shares; 2026Q2: 65,266 shares 65,266 $10.2M 0.05% -33,448 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: 48,967 shares; 2024Q4: 54,842 shares; 2025Q1: 27,674 shares; 2025Q2: 35,319 shares; 2025Q3: 43,873 shares; 2025Q4: 58,343 shares; 2026Q1: 65,053 shares; 2026Q2: 79,370 shares 79,370 $10M 0.05% +14,317 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: 80,473 shares; 2024Q4: 73,451 shares; 2025Q1: 62,117 shares; 2025Q2: 177,382 shares; 2025Q3: 199,558 shares; 2025Q4: 252,033 shares; 2026Q1: 86,887 shares; 2026Q2: 103,350 shares 103,350 $9.95M 0.05% +16,463 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,928 shares; 2024Q4: 330,828 shares; 2025Q1: 353,589 shares; 2025Q2: 369,343 shares; 2025Q3: 407,177 shares; 2025Q4: 363,972 shares; 2026Q1: 379,526 shares; 2026Q2: 429,753 shares 429,753 $9.94M 0.05% +50,227 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 905 shares; 2025Q1: 1,198 shares; 2025Q2: 293 shares; 2025Q3: 355 shares; 2025Q4: 463 shares; 2026Q1: 108,882 shares; 2026Q2: 129,848 shares 129,848 $9.88M 0.05% +20,966 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: 3,951 shares; 2024Q4: 3,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 3,902 shares; 2026Q1: 6,800 shares; 2026Q2: 15,369 shares 15,369 $9.82M 0.05% +8,569 Timeline DIHP 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: 223,903 shares; 2024Q4: 249,990 shares; 2025Q1: 264,591 shares; 2025Q2: 296,694 shares; 2025Q3: 284,546 shares; 2025Q4: 270,707 shares; 2026Q1: 277,713 shares; 2026Q2: 287,426 shares 287,426 $9.81M 0.05% +9,713 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 354,439 shares 354,439 $9.71M 0.05% new 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: 10,881 shares; 2024Q4: 11,090 shares; 2025Q1: 10,883 shares; 2025Q2: 11,723 shares; 2025Q3: 12,430 shares; 2025Q4: 9,436 shares; 2026Q1: 9,623 shares; 2026Q2: 9,881 shares 9,881 $9.67M 0.05% +258 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: 20,223 shares; 2024Q4: 23,216 shares; 2025Q1: 19,509 shares; 2025Q2: 20,792 shares; 2025Q3: 23,320 shares; 2025Q4: 24,692 shares; 2026Q1: 29,410 shares; 2026Q2: 33,715 shares 33,715 $9.54M 0.04% +4,305 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: 50,807 shares; 2024Q4: 48,164 shares; 2025Q1: 38,583 shares; 2025Q2: 38,130 shares; 2025Q3: 42,274 shares; 2025Q4: 45,619 shares; 2026Q1: 45,231 shares; 2026Q2: 48,269 shares 48,269 $9.54M 0.04% +3,038 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,205 shares; 2024Q4: 23,409 shares; 2025Q1: 22,809 shares; 2025Q2: 21,780 shares; 2025Q3: 9,051 shares; 2025Q4: 9,531 shares; 2026Q1: 9,065 shares; 2026Q2: 39,612 shares 39,612 $9.41M 0.04% +30,547 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,010 shares; 2025Q3: 183,603 shares; 2025Q4: 194,899 shares; 2026Q1: 192,533 shares; 2026Q2: 141,920 shares 141,920 $9.41M 0.04% -50,613 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: 6,034 shares; 2024Q4: 7,102 shares; 2025Q1: 22,456 shares; 2025Q2: 23,944 shares; 2025Q3: 24,447 shares; 2025Q4: 32,883 shares; 2026Q1: 35,585 shares; 2026Q2: 37,269 shares 37,269 $9.26M 0.04% +1,684 Timeline FIAX 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: 283,828 shares; 2024Q4: 355,196 shares; 2025Q1: 501,832 shares; 2025Q2: 526,142 shares; 2025Q3: 544,209 shares; 2025Q4: 545,831 shares; 2026Q1: 554,847 shares; 2026Q2: 524,994 shares 524,994 $9.24M 0.04% -29,853 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,751 shares; 2025Q1: 45,736 shares; 2025Q2: 47,437 shares; 2025Q3: 114,700 shares; 2025Q4: 136,148 shares; 2026Q1: 148,497 shares; 2026Q2: 185,320 shares 185,320 $9.09M 0.04% +36,823 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,571 shares; 2025Q2: 265,723 shares; 2025Q3: 253,785 shares; 2025Q4: 235,004 shares; 2026Q1: 251,297 shares; 2026Q2: 196,467 shares 196,467 $8.95M 0.04% -54,830 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: 1,282,682 shares; 2024Q4: 1,282,658 shares; 2025Q1: 1,309,915 shares; 2025Q2: 746,181 shares; 2025Q3: 1,144,256 shares; 2025Q4: 1,197,104 shares; 2026Q1: 815,956 shares; 2026Q2: 339,937 shares 339,937 $8.92M 0.04% -476,019 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: 20,532 shares; 2024Q4: 24,557 shares; 2025Q1: 27,710 shares; 2025Q2: 31,593 shares; 2025Q3: 39,189 shares; 2025Q4: 43,470 shares; 2026Q1: 23,034 shares; 2026Q2: 43,339 shares 43,339 $8.89M 0.04% +20,305 Timeline LTPZ 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: 224,601 shares; 2024Q4: 228,384 shares; 2025Q1: 40,112 shares; 2025Q2: 69,170 shares; 2025Q3: 66,727 shares; 2025Q4: 65,518 shares; 2026Q1: 64,207 shares; 2026Q2: 174,533 shares 174,533 $8.84M 0.04% +110,326 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,649 shares; 2024Q4: 247,279 shares; 2025Q1: 138,517 shares; 2025Q2: 109,838 shares; 2025Q3: 198,486 shares; 2025Q4: 228,142 shares; 2026Q1: 558,877 shares; 2026Q2: 102,119 shares 102,119 $8.83M 0.04% -456,758 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,856 shares; 2024Q4: 39,969 shares; 2025Q1: 42,516 shares; 2025Q2: 35,702 shares; 2025Q3: 34,986 shares; 2025Q4: 33,418 shares; 2026Q1: 141,091 shares; 2026Q2: 106,090 shares 106,090 $8.81M 0.04% -35,001 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,075 shares; 2025Q2: 4,879 shares; 2025Q3: 4,523 shares; 2025Q4: 6,274 shares; 2026Q1: 46,303 shares; 2026Q2: 51,864 shares 51,864 $8.8M 0.04% +5,561 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,658 shares; 2024Q4: 21,433 shares; 2025Q1: 22,975 shares; 2025Q2: 24,345 shares; 2025Q3: 22,591 shares; 2025Q4: 24,942 shares; 2026Q1: 33,254 shares; 2026Q2: 34,438 shares 34,438 $8.66M 0.04% +1,184 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,951 shares; 2024Q4: 23,959 shares; 2025Q1: 27,585 shares; 2025Q2: 30,662 shares; 2025Q3: 39,594 shares; 2025Q4: 36,941 shares; 2026Q1: 43,617 shares; 2026Q2: 71,786 shares 71,786 $8.62M 0.04% +28,169 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,439 shares; 2024Q4: 77,790 shares; 2025Q1: 81,806 shares; 2025Q2: 84,782 shares; 2025Q3: 88,499 shares; 2025Q4: 93,276 shares; 2026Q1: 80,390 shares; 2026Q2: 84,700 shares 84,700 $8.62M 0.04% +4,310 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: 7,835 shares; 2024Q4: 8,745 shares; 2025Q1: 9,586 shares; 2025Q2: 10,098 shares; 2025Q3: 11,730 shares; 2025Q4: 16,131 shares; 2026Q1: 18,338 shares; 2026Q2: 22,683 shares 22,683 $8.51M 0.04% +4,345 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,954 shares; 2024Q4: 20,832 shares; 2025Q1: 22,828 shares; 2025Q2: 27,016 shares; 2025Q3: 35,157 shares; 2025Q4: 39,236 shares; 2026Q1: 44,237 shares; 2026Q2: 50,446 shares 50,446 $8.46M 0.04% +6,209 Timeline SOXY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,932 shares; 2026Q1: 74,635 shares; 2026Q2: 73,705 shares 73,705 $8.42M 0.04% -930 Timeline FCOM 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: 97,701 shares; 2024Q4: 112,349 shares; 2025Q1: 111,635 shares; 2025Q2: 119,757 shares; 2025Q3: 94,759 shares; 2025Q4: 100,769 shares; 2026Q1: 107,893 shares; 2026Q2: 120,581 shares 120,581 $8.38M 0.04% +12,688 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: 52,015 shares; 2024Q4: 35,613 shares; 2025Q1: 36,952 shares; 2025Q2: 24,525 shares; 2025Q3: 37,701 shares; 2025Q4: 73,568 shares; 2026Q1: 577,520 shares; 2026Q2: 442,718 shares 442,718 $8.35M 0.04% -134,802 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,123 shares; 2025Q3: 2,919 shares; 2025Q4: 25,369 shares; 2026Q1: 28,525 shares; 2026Q2: 42,057 shares 42,057 $8.19M 0.04% +13,532 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,156 shares; 2024Q4: 38,364 shares; 2025Q1: 9,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982,521 shares; 2026Q2: 507,270 shares 507,270 $8.06M 0.04% -475,251 Timeline DFAC 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: 107,627 shares; 2024Q4: 76,395 shares; 2025Q1: 72,103 shares; 2025Q2: 92,009 shares; 2025Q3: 118,914 shares; 2025Q4: 139,229 shares; 2026Q1: 171,994 shares; 2026Q2: 181,326 shares 181,326 $8.04M 0.04% +9,332 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: 42,058 shares; 2024Q4: 70,770 shares; 2025Q1: 57,139 shares; 2025Q2: 70,660 shares; 2025Q3: 106,307 shares; 2025Q4: 95,706 shares; 2026Q1: 100,676 shares; 2026Q2: 137,862 shares 137,862 $7.95M 0.04% +37,186 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: 29,296 shares; 2024Q4: 46,107 shares; 2025Q1: 36,901 shares; 2025Q2: 25,552 shares; 2025Q3: 50,065 shares; 2025Q4: 92,875 shares; 2026Q1: 69,657 shares; 2026Q2: 83,781 shares 83,781 $7.92M 0.04% +14,124 Timeline EDIV 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: 408,221 shares; 2024Q4: 414,198 shares; 2025Q1: 375,180 shares; 2025Q2: 289,124 shares; 2025Q3: 305,902 shares; 2025Q4: 319,664 shares; 2026Q1: 198,908 shares; 2026Q2: 191,018 shares 191,018 $7.82M 0.04% -7,890 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: 23,102 shares; 2024Q4: 70,206 shares; 2025Q1: 37,274 shares; 2025Q2: 42,372 shares; 2025Q3: 55,083 shares; 2025Q4: 53,050 shares; 2026Q1: 61,772 shares; 2026Q2: 76,218 shares 76,218 $7.79M 0.04% +14,446 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: 1,526 shares; 2024Q4: 1,524 shares; 2025Q1: 1,686 shares; 2025Q2: 2,449 shares; 2025Q3: 2,511 shares; 2025Q4: 2,237 shares; 2026Q1: 26,750 shares; 2026Q2: 26,409 shares 26,409 $7.74M 0.04% -341 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: 188,473 shares; 2024Q4: 172,156 shares; 2025Q1: 173,564 shares; 2025Q2: 194,289 shares; 2025Q3: 202,690 shares; 2025Q4: 214,490 shares; 2026Q1: 42,819 shares; 2026Q2: 48,524 shares 48,524 $7.67M 0.04% +5,705 Timeline SPEM 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: 77,376 shares; 2024Q4: 83,807 shares; 2025Q1: 95,498 shares; 2025Q2: 74,841 shares; 2025Q3: 100,187 shares; 2025Q4: 107,447 shares; 2026Q1: 125,841 shares; 2026Q2: 147,128 shares 147,128 $7.62M 0.04% +21,287 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,726 shares; 2024Q4: 17,827 shares; 2025Q1: 18,843 shares; 2025Q2: 49,843 shares; 2025Q3: 103,430 shares; 2025Q4: 59,975 shares; 2026Q1: 64,739 shares; 2026Q2: 72,929 shares 72,929 $7.58M 0.04% +8,190 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,844 shares; 2024Q4: 13,783 shares; 2025Q1: 16,410 shares; 2025Q2: 20,551 shares; 2025Q3: 72,448 shares; 2025Q4: 127,728 shares; 2026Q1: 226,749 shares; 2026Q2: 317,983 shares 317,983 $7.48M 0.03% +91,234 Timeline ZROZ 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: 143,923 shares; 2024Q4: 124,315 shares; 2025Q1: 36,772 shares; 2025Q2: 38,207 shares; 2025Q3: 38,803 shares; 2025Q4: 38,353 shares; 2026Q1: 38,103 shares; 2026Q2: 116,512 shares 116,512 $7.47M 0.03% +78,409 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,170 shares; 2024Q4: 147,629 shares; 2025Q1: 2,724 shares; 2025Q2: 185,279 shares; 2025Q3: 184,940 shares; 2025Q4: 182,280 shares; 2026Q1: 181,383 shares; 2026Q2: 179,266 shares 179,266 $7.44M 0.03% -2,117 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: 65,640 shares; 2024Q4: 79,690 shares; 2025Q1: 90,772 shares; 2025Q2: 104,044 shares; 2025Q3: 116,049 shares; 2025Q4: 129,569 shares; 2026Q1: 86,705 shares; 2026Q2: 90,040 shares 90,040 $7.33M 0.03% +3,335 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: 149,257 shares; 2024Q4: 266,915 shares; 2025Q1: 316,900 shares; 2025Q2: 449,599 shares; 2025Q3: 524,172 shares; 2025Q4: 570,027 shares; 2026Q1: 253,352 shares; 2026Q2: 182,548 shares 182,548 $7.3M 0.03% -70,804 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: 18,665 shares; 2024Q4: 21,403 shares; 2025Q1: 23,283 shares; 2025Q2: 21,118 shares; 2025Q3: 20,400 shares; 2025Q4: 24,150 shares; 2026Q1: 28,580 shares; 2026Q2: 24,254 shares 24,254 $7.29M 0.03% -4,326 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: not reported; 2024Q4: 584 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares; 2026Q2: 19,227 shares 19,227 $7.21M 0.03% +18,310 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,653 shares; 2024Q4: 137,082 shares; 2025Q1: 157,373 shares; 2025Q2: 168,377 shares; 2025Q3: 184,504 shares; 2025Q4: 201,466 shares; 2026Q1: 219,974 shares; 2026Q2: 231,227 shares 231,227 $7.19M 0.03% +11,253 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: 47,377 shares; 2024Q4: 53,281 shares; 2025Q1: 52,697 shares; 2025Q2: 25,766 shares; 2025Q3: 32,475 shares; 2025Q4: 93,835 shares; 2026Q1: 103,411 shares; 2026Q2: 116,652 shares 116,652 $7.17M 0.03% +13,241 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,846 shares; 2024Q4: 87,067 shares; 2025Q1: 89,035 shares; 2025Q2: 75,359 shares; 2025Q3: 86,896 shares; 2025Q4: 88,102 shares; 2026Q1: 155,169 shares; 2026Q2: 78,064 shares 78,064 $7.15M 0.03% -77,105 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: 42,545 shares; 2024Q4: 28,155 shares; 2025Q1: 24,942 shares; 2025Q2: 21,492 shares; 2025Q3: 20,832 shares; 2025Q4: 44,571 shares; 2026Q1: 46,091 shares; 2026Q2: 62,616 shares 62,616 $7.15M 0.03% +16,525 Timeline FREL 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: 729,408 shares; 2024Q4: 891,029 shares; 2025Q1: 1,026,029 shares; 2025Q2: 1,037,875 shares; 2025Q3: 1,234,225 shares; 2025Q4: 1,614,618 shares; 2026Q1: 247,230 shares; 2026Q2: 242,504 shares 242,504 $7.11M 0.03% -4,726 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: 10,117 shares; 2024Q4: 9,472 shares; 2025Q1: 10,608 shares; 2025Q2: 13,039 shares; 2025Q3: 13,156 shares; 2025Q4: 13,929 shares; 2026Q1: 12,876 shares; 2026Q2: 14,851 shares 14,851 $7.09M 0.03% +1,975 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,552 shares 31,552 $7.06M 0.03% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,137 shares; 2026Q1: 112,117 shares; 2026Q2: 171,089 shares 171,089 $7.03M 0.03% +58,972 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,643 shares; 2024Q4: 19,579 shares; 2025Q1: 20,910 shares; 2025Q2: 22,689 shares; 2025Q3: 23,992 shares; 2025Q4: 31,274 shares; 2026Q1: 37,015 shares; 2026Q2: 42,581 shares 42,581 $6.96M 0.03% +5,566 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,345 shares; 2024Q4: 105,389 shares; 2025Q1: 18,191 shares; 2025Q2: 18,909 shares; 2025Q3: 79,589 shares; 2025Q4: 82,395 shares; 2026Q1: 84,006 shares; 2026Q2: 82,795 shares 82,795 $6.92M 0.03% -1,211 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: 21,921 shares; 2024Q4: 18,890 shares; 2025Q1: 11,011 shares; 2025Q2: 15,264 shares; 2025Q3: 15,477 shares; 2025Q4: 17,593 shares; 2026Q1: 12,535 shares; 2026Q2: 55,249 shares 55,249 $6.86M 0.03% +42,714 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: 11,541 shares; 2024Q4: 3,383 shares; 2025Q1: 3,463 shares; 2025Q2: 3,255 shares; 2025Q3: 4,090 shares; 2025Q4: 8,568 shares; 2026Q1: 10,729 shares; 2026Q2: 19,934 shares 19,934 $6.86M 0.03% +9,205 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: 60,530 shares; 2024Q4: 56,338 shares; 2025Q1: 58,818 shares; 2025Q2: 46,075 shares; 2025Q3: 49,142 shares; 2025Q4: 67,714 shares; 2026Q1: 90,638 shares; 2026Q2: 88,229 shares 88,229 $6.8M 0.03% -2,409 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,770 shares; 2024Q4: 28,769 shares; 2025Q1: 32,736 shares; 2025Q2: 35,086 shares; 2025Q3: 39,752 shares; 2025Q4: 44,064 shares; 2026Q1: 54,098 shares; 2026Q2: 60,254 shares 60,254 $6.78M 0.03% +6,156 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 2,499 shares; 2026Q1: 2,952 shares; 2026Q2: 13,817 shares 13,817 $6.78M 0.03% +10,865 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,081 shares; 2024Q4: 110,765 shares; 2025Q1: 90,750 shares; 2025Q2: 104,556 shares; 2025Q3: 121,823 shares; 2025Q4: 191,820 shares; 2026Q1: 252,313 shares; 2026Q2: 153,062 shares 153,062 $6.74M 0.03% -99,251 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: 13,160 shares; 2024Q4: 13,493 shares; 2025Q1: 12,820 shares; 2025Q2: 14,255 shares; 2025Q3: 15,268 shares; 2025Q4: 16,228 shares; 2026Q1: 18,439 shares; 2026Q2: 19,918 shares 19,918 $6.74M 0.03% +1,479 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: 64,784 shares; 2024Q4: 57,338 shares; 2025Q1: 51,632 shares; 2025Q2: 155,761 shares; 2025Q3: 165,728 shares; 2025Q4: 189,733 shares; 2026Q1: 226,468 shares; 2026Q2: 76,470 shares 76,470 $6.71M 0.03% -149,998 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: 52,458 shares; 2024Q4: 54,860 shares; 2025Q1: 59,259 shares; 2025Q2: 72,974 shares; 2025Q3: 79,993 shares; 2025Q4: 97,607 shares; 2026Q1: 114,765 shares; 2026Q2: 163,454 shares 163,454 $6.71M 0.03% +48,689 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: 24,348 shares; 2024Q4: 25,110 shares; 2025Q1: 25,742 shares; 2025Q2: 25,890 shares; 2025Q3: 31,193 shares; 2025Q4: 38,662 shares; 2026Q1: 55,519 shares; 2026Q2: 87,020 shares 87,020 $6.67M 0.03% +31,501 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: 51,193 shares; 2024Q4: 47,956 shares; 2025Q1: 43,805 shares; 2025Q2: 43,986 shares; 2025Q3: 69,095 shares; 2025Q4: 70,344 shares; 2026Q1: 59,051 shares; 2026Q2: 69,691 shares 69,691 $6.67M 0.03% +10,640 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,798 shares; 2024Q4: 3,782 shares; 2025Q1: 4,056 shares; 2025Q2: 4,216 shares; 2025Q3: 6,207 shares; 2025Q4: 6,365 shares; 2026Q1: 28,655 shares; 2026Q2: 24,173 shares 24,173 $6.66M 0.03% -4,482 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,040 shares; 2025Q2: 6,679 shares; 2025Q3: 5,764 shares; 2025Q4: 6,943 shares; 2026Q1: 42,174 shares; 2026Q2: 41,013 shares 41,013 $6.65M 0.03% -1,161 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,171 shares; 2024Q4: 110,055 shares; 2025Q1: 87,961 shares; 2025Q2: 101,097 shares; 2025Q3: 119,147 shares; 2025Q4: 193,841 shares; 2026Q1: 255,584 shares; 2026Q2: 154,473 shares 154,473 $6.64M 0.03% -101,111 Timeline QGRO 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: 5,340 shares; 2025Q1: 12,099 shares; 2025Q2: 14,649 shares; 2025Q3: 28,035 shares; 2025Q4: 42,932 shares; 2026Q1: 47,437 shares; 2026Q2: 55,718 shares 55,718 $6.58M 0.03% +8,281 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: 1,259 shares; 2025Q1: 1,055 shares; 2025Q2: 24,580 shares; 2025Q3: 24,223 shares; 2025Q4: 35,050 shares; 2026Q1: 49,662 shares; 2026Q2: 131,916 shares 131,916 $6.58M 0.03% +82,254 Timeline ZMAY 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: 2,031 shares; 2025Q3: 2,656 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares; 2026Q2: 252,750 shares 252,750 $6.56M 0.03% +250,789 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: 156,044 shares; 2024Q4: 117,007 shares; 2025Q1: 77,551 shares; 2025Q2: 78,719 shares; 2025Q3: 83,548 shares; 2025Q4: 94,110 shares; 2026Q1: 100,682 shares; 2026Q2: 109,434 shares 109,434 $6.53M 0.03% +8,752 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: not reported; 2025Q1: not reported; 2025Q2: 4,730 shares; 2025Q3: 5,827 shares; 2025Q4: 12,068 shares; 2026Q1: 10,622 shares; 2026Q2: 12,667 shares 12,667 $6.53M 0.03% +2,045 Timeline SPHY 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: 192,700 shares; 2024Q4: 267,108 shares; 2025Q1: 279,289 shares; 2025Q2: 310,227 shares; 2025Q3: 250,125 shares; 2025Q4: 309,142 shares; 2026Q1: 333,072 shares; 2026Q2: 278,112 shares 278,112 $6.52M 0.03% -54,960 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: 200,280 shares; 2024Q4: 213,351 shares; 2025Q1: 215,390 shares; 2025Q2: 220,976 shares; 2025Q3: 228,653 shares; 2025Q4: 31,758 shares; 2026Q1: 40,201 shares; 2026Q2: 42,987 shares 42,987 $6.51M 0.03% +2,786 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: 263,120 shares; 2024Q4: 288,387 shares; 2025Q1: 339,756 shares; 2025Q2: 82,063 shares; 2025Q3: 91,327 shares; 2025Q4: 100,649 shares; 2026Q1: 71,725 shares; 2026Q2: 69,404 shares 69,404 $6.48M 0.03% -2,321 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: 5,701 shares; 2024Q4: 6,341 shares; 2025Q1: 8,407 shares; 2025Q2: 9,720 shares; 2025Q3: 11,556 shares; 2025Q4: 16,880 shares; 2026Q1: 21,044 shares; 2026Q2: 16,101 shares 16,101 $6.4M 0.03% -4,943 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: 66,069 shares; 2024Q4: 67,789 shares; 2025Q1: 62,566 shares; 2025Q2: 65,989 shares; 2025Q3: 115,885 shares; 2025Q4: 123,943 shares; 2026Q1: 81,622 shares; 2026Q2: 82,025 shares 82,025 $6.39M 0.03% +403 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: 23,150 shares; 2024Q4: 28,694 shares; 2025Q1: 33,517 shares; 2025Q2: 36,066 shares; 2025Q3: 39,554 shares; 2025Q4: 43,769 shares; 2026Q1: 48,701 shares; 2026Q2: 49,888 shares 49,888 $6.37M 0.03% +1,187 Timeline JCPI 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: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 51,222 shares; 2025Q4: 86,628 shares; 2026Q1: 111,413 shares; 2026Q2: 133,089 shares 133,089 $6.37M 0.03% +21,676 Timeline FBCG 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: not reported; 2024Q4: 91,414 shares; 2025Q1: 1,460 shares; 2025Q2: 16,455 shares; 2025Q3: 31,434 shares; 2025Q4: 38,306 shares; 2026Q1: 45,203 shares; 2026Q2: 102,227 shares 102,227 $6.35M 0.03% +57,024 Timeline SCSB STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258,611 shares; 2026Q2: 254,171 shares 254,171 $6.35M 0.03% -4,440 Timeline FLV 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: 5,817 shares; 2025Q1: 12,863 shares; 2025Q2: 27,204 shares; 2025Q3: 35,505 shares; 2025Q4: 53,495 shares; 2026Q1: 60,377 shares; 2026Q2: 77,282 shares 77,282 $6.28M 0.03% +16,905 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: 2,765 shares; 2024Q4: 2,296 shares; 2025Q1: 3,549 shares; 2025Q2: 4,288 shares; 2025Q3: 7,054 shares; 2025Q4: 8,946 shares; 2026Q1: 20,090 shares; 2026Q2: 26,054 shares 26,054 $6.2M 0.03% +5,964 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,592 shares; 2025Q3: 115,819 shares; 2025Q4: 129,251 shares; 2026Q1: 182,401 shares; 2026Q2: 135,675 shares 135,675 $6.2M 0.03% -46,726 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: 71,894 shares; 2024Q4: 82,599 shares; 2025Q1: 91,157 shares; 2025Q2: 14,309 shares; 2025Q3: 13,230 shares; 2025Q4: 13,652 shares; 2026Q1: 13,243 shares; 2026Q2: 14,004 shares 14,004 $6.04M 0.03% +761 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,218 shares; 2024Q4: 174,282 shares; 2025Q1: 184,575 shares; 2025Q2: 183,474 shares; 2025Q3: 194,914 shares; 2025Q4: 230,033 shares; 2026Q1: 278,472 shares; 2026Q2: 324,360 shares 324,360 $6.01M 0.03% +45,888 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: 9,422 shares; 2024Q4: 7,058 shares; 2025Q1: 7,978 shares; 2025Q2: 11,786 shares; 2025Q3: 11,686 shares; 2025Q4: 19,849 shares; 2026Q1: 17,546 shares; 2026Q2: 19,824 shares 19,824 $6.01M 0.03% +2,278 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: 453,020 shares; 2024Q4: 471,205 shares; 2025Q1: 610,874 shares; 2025Q2: 489,526 shares; 2025Q3: 514,602 shares; 2025Q4: 538,215 shares; 2026Q1: 197,981 shares; 2026Q2: 205,389 shares 205,389 $6.01M 0.03% +7,408 Timeline UXJA 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: not reported; 2025Q3: 1,111 shares; 2025Q4: 40,156 shares; 2026Q1: 63 shares; 2026Q2: 157,804 shares 157,804 $6M 0.03% +157,741 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: 31,612 shares; 2024Q4: 14,267 shares; 2025Q1: 15,720 shares; 2025Q2: 10,557 shares; 2025Q3: 13,218 shares; 2025Q4: 18,346 shares; 2026Q1: 17,453 shares; 2026Q2: 73,855 shares 73,855 $5.95M 0.03% +56,402 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: 167,849 shares; 2024Q4: 129,820 shares; 2025Q1: 81,520 shares; 2025Q2: 49,779 shares; 2025Q3: 72,777 shares; 2025Q4: 77,191 shares; 2026Q1: 65,618 shares; 2026Q2: 78,766 shares 78,766 $5.95M 0.03% +13,148 Timeline SDIV 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: 10,689 shares; 2025Q1: 11,796 shares; 2025Q2: 14,518 shares; 2025Q3: 20,236 shares; 2025Q4: 124,899 shares; 2026Q1: 240,887 shares; 2026Q2: 242,569 shares 242,569 $5.93M 0.03% +1,682 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: 1,121 shares; 2024Q4: 1,137 shares; 2025Q1: 1,211 shares; 2025Q2: 17,006 shares; 2025Q3: 16,370 shares; 2025Q4: 47,876 shares; 2026Q1: 55,995 shares; 2026Q2: 64,187 shares 64,187 $5.91M 0.03% +8,192 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: 81,815 shares; 2024Q4: 90,721 shares; 2025Q1: 91,446 shares; 2025Q2: 99,045 shares; 2025Q3: 104,748 shares; 2025Q4: 115,384 shares; 2026Q1: 115,920 shares; 2026Q2: 123,255 shares 123,255 $5.88M 0.03% +7,335 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: 81,525 shares; 2024Q4: 86,969 shares; 2025Q1: 82,847 shares; 2025Q2: 163,319 shares; 2025Q3: 215,263 shares; 2025Q4: 239,678 shares; 2026Q1: 234,843 shares; 2026Q2: 121,268 shares 121,268 $5.87M 0.03% -113,575 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: 35,588 shares; 2024Q4: 40,294 shares; 2025Q1: 44,506 shares; 2025Q2: 18,576 shares; 2025Q3: 19,165 shares; 2025Q4: 20,497 shares; 2026Q1: 26,849 shares; 2026Q2: 13,719 shares 13,719 $5.85M 0.03% -13,130 Timeline PAYH ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298,875 shares; 2026Q2: 233,739 shares 233,739 $5.79M 0.03% -65,136 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: 258,187 shares; 2024Q4: 212,959 shares; 2025Q1: 52,941 shares; 2025Q2: 19,296 shares; 2025Q3: 19,753 shares; 2025Q4: 166,774 shares; 2026Q1: 338,360 shares; 2026Q2: 345,004 shares 345,004 $5.76M 0.03% +6,644 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: 2,864 shares; 2025Q2: 4,645 shares; 2025Q3: 36,142 shares; 2025Q4: 70,127 shares; 2026Q1: 77,876 shares; 2026Q2: 59,454 shares 59,454 $5.74M 0.03% -18,422 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,816 shares; 2025Q1: 2,589 shares; 2025Q2: 3,054 shares; 2025Q3: 2,841 shares; 2025Q4: 3,264 shares; 2026Q1: 3,429 shares; 2026Q2: 2,858 shares 2,858 $5.69M 0.03% -571 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: 131,460 shares; 2024Q4: 158,382 shares; 2025Q1: 180,183 shares; 2025Q2: 189,933 shares; 2025Q3: 214,511 shares; 2025Q4: 266,445 shares; 2026Q1: 14,178 shares; 2026Q2: 14,419 shares 14,419 $5.68M 0.03% +241 Timeline PSTP 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: 7,897 shares; 2025Q3: 64,246 shares; 2025Q4: 109,901 shares; 2026Q1: 131,908 shares; 2026Q2: 154,297 shares 154,297 $5.68M 0.03% +22,389 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: 28,507 shares; 2024Q4: 28,671 shares; 2025Q1: 30,017 shares; 2025Q2: 32,296 shares; 2025Q3: 49,068 shares; 2025Q4: 50,126 shares; 2026Q1: 40,966 shares; 2026Q2: 44,415 shares 44,415 $5.62M 0.03% +3,449 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: 152,004 shares; 2024Q4: 93,011 shares; 2025Q1: 89,302 shares; 2025Q2: 78,116 shares; 2025Q3: 68,575 shares; 2025Q4: 75,123 shares; 2026Q1: 59,497 shares; 2026Q2: 56,799 shares 56,799 $5.62M 0.03% -2,698 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 5,969 shares; 2025Q1: 9,779 shares; 2025Q2: 7,722 shares; 2025Q3: 7,127 shares; 2025Q4: 9,308 shares; 2026Q1: 67,263 shares; 2026Q2: 71,338 shares 71,338 $5.62M 0.03% +4,075 Timeline JAJL 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: 398,685 shares; 2024Q4: 302,890 shares; 2025Q1: 313,661 shares; 2025Q2: 293,498 shares; 2025Q3: 280,649 shares; 2025Q4: 269,284 shares; 2026Q1: 216,324 shares; 2026Q2: 187,752 shares 187,752 $5.62M 0.03% -28,572 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 189,087 shares; 2025Q4: 218,261 shares; 2026Q1: 193,498 shares; 2026Q2: 206,978 shares 206,978 $5.57M 0.03% +13,480 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,758 shares; 2024Q4: 5,648 shares; 2025Q1: 8,181 shares; 2025Q2: 10,299 shares; 2025Q3: 14,994 shares; 2025Q4: 1,882 shares; 2026Q1: 1,888 shares; 2026Q2: 27,041 shares 27,041 $5.54M 0.03% +25,153 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: 18,845 shares; 2024Q4: 52,981 shares; 2025Q1: 51,493 shares; 2025Q2: 57,145 shares; 2025Q3: 63,119 shares; 2025Q4: 66,632 shares; 2026Q1: 73,500 shares; 2026Q2: 80,847 shares 80,847 $5.46M 0.03% +7,347 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,437 shares; 2025Q1: 2,158 shares; 2025Q2: 1,914 shares; 2025Q3: 2,664 shares; 2025Q4: 4,033 shares; 2026Q1: 26,061 shares; 2026Q2: 16,535 shares 16,535 $5.46M 0.03% -9,526 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: 2,285 shares; 2024Q4: 8,843 shares; 2025Q1: 19,507 shares; 2025Q2: 21,189 shares; 2025Q3: 22,621 shares; 2025Q4: 24,379 shares; 2026Q1: 26,733 shares; 2026Q2: 32,062 shares 32,062 $5.45M 0.03% +5,329 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: 235,003 shares; 2024Q4: 252,167 shares; 2025Q1: 254,963 shares; 2025Q2: 266,494 shares; 2025Q3: 278,458 shares; 2025Q4: 170,024 shares; 2026Q1: 141,211 shares; 2026Q2: 44,178 shares 44,178 $5.44M 0.03% -97,033 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 236,492 shares; 2026Q1: 242,888 shares; 2026Q2: 264,731 shares 264,731 $5.42M 0.03% +21,843 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,723 shares; 2024Q4: 111,239 shares; 2025Q1: 115,949 shares; 2025Q2: 117,028 shares; 2025Q3: 87,444 shares; 2025Q4: 27,294 shares; 2026Q1: 32,195 shares; 2026Q2: 34,068 shares 34,068 $5.4M 0.03% +1,873 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: 84,398 shares; 2024Q4: 89,811 shares; 2025Q1: 90,484 shares; 2025Q2: 45,684 shares; 2025Q3: 49,015 shares; 2025Q4: 53,248 shares; 2026Q1: 52,738 shares; 2026Q2: 56,601 shares 56,601 $5.4M 0.03% +3,863 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: 198,321 shares; 2024Q4: 204,189 shares; 2025Q1: 191,492 shares; 2025Q2: 205,833 shares; 2025Q3: 190,472 shares; 2025Q4: 191,244 shares; 2026Q1: 209,275 shares; 2026Q2: 211,560 shares 211,560 $5.4M 0.03% +2,285 Timeline SPBX 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: 8,161 shares; 2025Q3: 66,461 shares; 2025Q4: 113,019 shares; 2026Q1: 134,823 shares; 2026Q2: 184,436 shares 184,436 $5.38M 0.03% +49,613 Timeline ONEH ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,955 shares; 2026Q2: 213,613 shares 213,613 $5.27M 0.02% +7,658 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: 27,173 shares; 2024Q4: 15,856 shares; 2025Q1: 11,045 shares; 2025Q2: 12,480 shares; 2025Q3: 13,270 shares; 2025Q4: 15,588 shares; 2026Q1: 16,350 shares; 2026Q2: 17,293 shares 17,293 $5.24M 0.02% +943 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207,447 shares 207,447 $5.15M 0.02% new 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: 1,581 shares; 2024Q4: 1,516 shares; 2025Q1: 1,047 shares; 2025Q2: 1,105 shares; 2025Q3: 12,000 shares; 2025Q4: 10,222 shares; 2026Q1: 5,449 shares; 2026Q2: 18,785 shares 18,785 $5.14M 0.02% +13,336 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: 728,115 shares; 2024Q4: 1,524,233 shares; 2025Q1: 1,239,977 shares; 2025Q2: 2,010,894 shares; 2025Q3: 1,698,990 shares; 2025Q4: 1,466,424 shares; 2026Q1: 922,916 shares; 2026Q2: 185,351 shares 185,351 $5.13M 0.02% -737,565 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101 shares; 2024Q4: 5,541 shares; 2025Q1: 7,573 shares; 2025Q2: 7,842 shares; 2025Q3: 7,403 shares; 2025Q4: 8,188 shares; 2026Q1: 7,476 shares; 2026Q2: 8,059 shares 8,059 $5.11M 0.02% +583 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: 9,574 shares; 2024Q4: 12,671 shares; 2025Q1: 73,784 shares; 2025Q2: 126,429 shares; 2025Q3: 200,688 shares; 2025Q4: 253,606 shares; 2026Q1: 23,262 shares; 2026Q2: 83,108 shares 83,108 $5.09M 0.02% +59,846 Timeline PTL 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: 1,121 shares; 2025Q1: 2,826 shares; 2025Q2: 4,090 shares; 2025Q3: 8,325 shares; 2025Q4: 13,719 shares; 2026Q1: 16,342 shares; 2026Q2: 17,692 shares 17,692 $5.06M 0.02% +1,350 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: 118,173 shares; 2024Q4: 90,053 shares; 2025Q1: 68,883 shares; 2025Q2: 51,771 shares; 2025Q3: 65,238 shares; 2025Q4: 79,686 shares; 2026Q1: 81,614 shares; 2026Q2: 94,257 shares 94,257 $5.04M 0.02% +12,643 Timeline SPLS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,656 shares; 2026Q2: 92,505 shares 92,505 $5.02M 0.02% -1,151 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,933 shares; 2026Q2: 36,782 shares 36,782 $5.02M 0.02% +849 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,327 shares; 2025Q1: 14,380 shares; 2025Q2: 35,745 shares; 2025Q3: 48,018 shares; 2025Q4: 37,042 shares; 2026Q1: 37,117 shares; 2026Q2: 55,693 shares 55,693 $4.97M 0.02% +18,576 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,486 shares; 2024Q4: 6,135 shares; 2025Q1: 4,868 shares; 2025Q2: 3,771 shares; 2025Q3: 12,156 shares; 2025Q4: 39,849 shares; 2026Q1: 42,561 shares; 2026Q2: 50,034 shares 50,034 $4.92M 0.02% +7,473 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,008 shares; 2024Q4: 102,471 shares; 2025Q1: 103,076 shares; 2025Q2: 120,948 shares; 2025Q3: 125,732 shares; 2025Q4: 102,031 shares; 2026Q1: 97,101 shares; 2026Q2: 96,294 shares 96,294 $4.92M 0.02% -807 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: 124,976 shares; 2024Q4: 94,371 shares; 2025Q1: 90,214 shares; 2025Q2: 51,338 shares; 2025Q3: 49,716 shares; 2025Q4: 48,119 shares; 2026Q1: 50,965 shares; 2026Q2: 52,235 shares 52,235 $4.91M 0.02% +1,270 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: 31,514 shares; 2024Q4: 22,009 shares; 2025Q1: 22,447 shares; 2025Q2: 21,421 shares; 2025Q3: 23,250 shares; 2025Q4: 23,561 shares; 2026Q1: 18,665 shares; 2026Q2: 50,870 shares 50,870 $4.91M 0.02% +32,205 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,598 shares; 2024Q4: 9,668 shares; 2025Q1: 9,657 shares; 2025Q2: 8,244 shares; 2025Q3: 9,188 shares; 2025Q4: 12,283 shares; 2026Q1: 16,912 shares; 2026Q2: 25,582 shares 25,582 $4.91M 0.02% +8,670 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,706 shares; 2024Q4: 9,159 shares; 2025Q1: 9,114 shares; 2025Q2: 12,902 shares; 2025Q3: 14,858 shares; 2025Q4: 15,661 shares; 2026Q1: 18,063 shares; 2026Q2: 19,543 shares 19,543 $4.81M 0.02% +1,480 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,323 shares; 2024Q4: 61,270 shares; 2025Q1: 53,535 shares; 2025Q2: 54,865 shares; 2025Q3: 55,809 shares; 2025Q4: 57,093 shares; 2026Q1: 59,162 shares; 2026Q2: 60,617 shares 60,617 $4.78M 0.02% +1,455 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,246 shares; 2024Q4: 24,690 shares; 2025Q1: 23,664 shares; 2025Q2: 22,591 shares; 2025Q3: 22,369 shares; 2025Q4: 22,283 shares; 2026Q1: 22,274 shares; 2026Q2: 22,277 shares 22,277 $4.71M 0.02% +3 Timeline DFAR 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: 135,475 shares; 2024Q4: 138,466 shares; 2025Q1: 150,987 shares; 2025Q2: 172,471 shares; 2025Q3: 168,292 shares; 2025Q4: 164,072 shares; 2026Q1: 172,184 shares; 2026Q2: 178,564 shares 178,564 $4.67M 0.02% +6,380 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: 166,904 shares; 2024Q4: 88,215 shares; 2025Q1: 61,160 shares; 2025Q2: 50,228 shares; 2025Q3: 49,937 shares; 2025Q4: 49,671 shares; 2026Q1: 55,150 shares; 2026Q2: 106,045 shares 106,045 $4.62M 0.02% +50,895 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: 12,452 shares; 2024Q4: 10,265 shares; 2025Q1: 10,899 shares; 2025Q2: 14,181 shares; 2025Q3: 15,935 shares; 2025Q4: 15,854 shares; 2026Q1: 21,503 shares; 2026Q2: 21,298 shares 21,298 $4.61M 0.02% -205 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares; 2026Q2: 2,017 shares 2,017 $4.59M 0.02% +374 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: 5,711 shares; 2024Q4: 5,489 shares; 2025Q1: 5,760 shares; 2025Q2: 5,544 shares; 2025Q3: 6,031 shares; 2025Q4: 6,381 shares; 2026Q1: 8,316 shares; 2026Q2: 6,059 shares 6,059 $4.58M 0.02% -2,257 Timeline FDLS 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: 15,850 shares; 2024Q4: 14,591 shares; 2025Q1: 22,067 shares; 2025Q2: 26,325 shares; 2025Q3: 35,661 shares; 2025Q4: 57,553 shares; 2026Q1: 92,906 shares; 2026Q2: 108,218 shares 108,218 $4.57M 0.02% +15,312 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: 134,236 shares; 2024Q4: 150,934 shares; 2025Q1: 153,429 shares; 2025Q2: 274,662 shares; 2025Q3: 301,735 shares; 2025Q4: 233,017 shares; 2026Q1: 59,457 shares; 2026Q2: 62,993 shares 62,993 $4.55M 0.02% +3,536 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: 65,753 shares; 2024Q4: 67,801 shares; 2025Q1: 67,797 shares; 2025Q2: 69,548 shares; 2025Q3: 70,836 shares; 2025Q4: 72,296 shares; 2026Q1: 72,549 shares; 2026Q2: 11,128 shares 11,128 $4.53M 0.02% -61,421 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: 13,111 shares; 2024Q4: 13,947 shares; 2025Q1: 15,364 shares; 2025Q2: 15,775 shares; 2025Q3: 17,249 shares; 2025Q4: 18,779 shares; 2026Q1: 21,120 shares; 2026Q2: 20,243 shares 20,243 $4.46M 0.02% -877 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,761 shares; 2024Q4: 19,582 shares; 2025Q1: 19,318 shares; 2025Q2: 20,718 shares; 2025Q3: 23,655 shares; 2025Q4: 25,906 shares; 2026Q1: 28,298 shares; 2026Q2: 33,916 shares 33,916 $4.46M 0.02% +5,618 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: 4,830 shares; 2024Q4: 4,900 shares; 2025Q1: 6,476 shares; 2025Q2: 9,239 shares; 2025Q3: 11,568 shares; 2025Q4: 13,467 shares; 2026Q1: 16,053 shares; 2026Q2: 17,397 shares 17,397 $4.44M 0.02% +1,344 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,841 shares; 2024Q4: 94,147 shares; 2025Q1: 89,688 shares; 2025Q2: 105,081 shares; 2025Q3: 119,733 shares; 2025Q4: 130,730 shares; 2026Q1: 153,640 shares; 2026Q2: 187,507 shares 187,507 $4.43M 0.02% +33,867 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: 14,520 shares; 2024Q4: 17,789 shares; 2025Q1: 15,713 shares; 2025Q2: 10,012 shares; 2025Q3: 11,280 shares; 2025Q4: 10,759 shares; 2026Q1: 10,352 shares; 2026Q2: 20,265 shares 20,265 $4.43M 0.02% +9,913 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,207 shares; 2024Q4: 31,157 shares; 2025Q1: 30,227 shares; 2025Q2: 32,629 shares; 2025Q3: 33,411 shares; 2025Q4: 38,561 shares; 2026Q1: 42,656 shares; 2026Q2: 50,540 shares 50,540 $4.41M 0.02% +7,884 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,676 shares; 2024Q4: 82,870 shares; 2025Q1: 83,147 shares; 2025Q2: 87,048 shares; 2025Q3: 92,535 shares; 2025Q4: 96,584 shares; 2026Q1: 102,016 shares; 2026Q2: 108,150 shares 108,150 $4.4M 0.02% +6,134 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: 15,859 shares; 2024Q4: 16,010 shares; 2025Q1: 15,500 shares; 2025Q2: 20,928 shares; 2025Q3: 21,698 shares; 2025Q4: 21,936 shares; 2026Q1: 24,657 shares; 2026Q2: 26,715 shares 26,715 $4.39M 0.02% +2,058 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: 97,784 shares; 2024Q4: 60,254 shares; 2025Q1: 52,489 shares; 2025Q2: 23,133 shares; 2025Q3: 28,867 shares; 2025Q4: 28,456 shares; 2026Q1: 31,967 shares; 2026Q2: 29,580 shares 29,580 $4.39M 0.02% -2,387 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: 12,018 shares; 2024Q4: 13,215 shares; 2025Q1: 17,361 shares; 2025Q2: 17,026 shares; 2025Q3: 22,238 shares; 2025Q4: 26,842 shares; 2026Q1: 30,509 shares; 2026Q2: 32,824 shares 32,824 $4.37M 0.02% +2,315 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: 268,427 shares; 2024Q4: 150,437 shares; 2025Q1: 143,337 shares; 2025Q2: 102,899 shares; 2025Q3: 101,820 shares; 2025Q4: 102,887 shares; 2026Q1: 103,786 shares; 2026Q2: 90,746 shares 90,746 $4.37M 0.02% -13,040 Timeline JPLD 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: 22 shares; 2025Q1: 20 shares; 2025Q2: 361 shares; 2025Q3: 2,705 shares; 2025Q4: 78,995 shares; 2026Q1: 80,782 shares; 2026Q2: 83,636 shares 83,636 $4.36M 0.02% +2,854 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563,922 shares; 2024Q4: 635,659 shares; 2025Q1: 650,888 shares; 2025Q2: 95,682 shares; 2025Q3: 94,113 shares; 2025Q4: 103,501 shares; 2026Q1: 116,693 shares; 2026Q2: 130,756 shares 130,756 $4.35M 0.02% +14,063 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 820 shares; 2025Q1: 19,504 shares; 2025Q2: 20,659 shares; 2025Q3: 23,223 shares; 2025Q4: 26,002 shares; 2026Q1: 27,918 shares; 2026Q2: 31,207 shares 31,207 $4.35M 0.02% +3,289 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,208 shares; 2024Q4: 3,810 shares; 2025Q1: 2,581 shares; 2025Q2: 2,388 shares; 2025Q3: 2,374 shares; 2025Q4: 2,984 shares; 2026Q1: 20,162 shares; 2026Q2: 21,166 shares 21,166 $4.35M 0.02% +1,004 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 164,399 shares; 2025Q1: 165,225 shares; 2025Q2: 172,570 shares; 2025Q3: 183,275 shares; 2025Q4: 191,537 shares; 2026Q1: 203,045 shares; 2026Q2: 215,957 shares 215,957 $4.34M 0.02% +12,912 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,722 shares; 2025Q1: 23,021 shares; 2025Q2: 53,248 shares; 2025Q3: 106,738 shares; 2025Q4: 119,531 shares; 2026Q1: 125,551 shares; 2026Q2: 129,877 shares 129,877 $4.32M 0.02% +4,326 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: 36,326 shares; 2024Q4: 33,561 shares; 2025Q1: 27,195 shares; 2025Q2: 10,129 shares; 2025Q3: 13,392 shares; 2025Q4: 16,646 shares; 2026Q1: 21,462 shares; 2026Q2: 19,214 shares 19,214 $4.28M 0.02% -2,248 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: 36,658 shares; 2024Q4: 40,666 shares; 2025Q1: 42,610 shares; 2025Q2: 54,240 shares; 2025Q3: 65,504 shares; 2025Q4: 70,538 shares; 2026Q1: 44,606 shares; 2026Q2: 46,857 shares 46,857 $4.25M 0.02% +2,251 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,022 shares; 2024Q4: 75,693 shares; 2025Q1: 80,618 shares; 2025Q2: 82,356 shares; 2025Q3: 85,127 shares; 2025Q4: 109,730 shares; 2026Q1: 118,243 shares; 2026Q2: 105,442 shares 105,442 $4.24M 0.02% -12,801 Timeline AUGU 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: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: not reported; 2026Q1: 127,633 shares; 2026Q2: 133,073 shares 133,073 $4.22M 0.02% +5,440 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,973 shares; 2024Q4: 399,217 shares; 2025Q1: 411,279 shares; 2025Q2: 421,781 shares; 2025Q3: 416,605 shares; 2025Q4: 10,982 shares; 2026Q1: 10,629 shares; 2026Q2: 63,248 shares 63,248 $4.2M 0.02% +52,619 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: 11,801 shares; 2024Q4: 13,846 shares; 2025Q1: 16,964 shares; 2025Q2: 15,061 shares; 2025Q3: 12,168 shares; 2025Q4: 18,606 shares; 2026Q1: 15,389 shares; 2026Q2: 26,330 shares 26,330 $4.18M 0.02% +10,941 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,165 shares; 2024Q4: 16,288 shares; 2025Q1: 21,796 shares; 2025Q2: 37,836 shares; 2025Q3: 41,415 shares; 2025Q4: 43,103 shares; 2026Q1: 79,529 shares; 2026Q2: 89,264 shares 89,264 $4.15M 0.02% +9,735 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: 11,247 shares; 2024Q4: 28,345 shares; 2025Q1: 10,962 shares; 2025Q2: 19,605 shares; 2025Q3: 13,153 shares; 2025Q4: 15,897 shares; 2026Q1: 13,911 shares; 2026Q2: 7,913 shares 7,913 $4.13M 0.02% -5,998 Timeline BKLN 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: 117,015 shares; 2024Q4: 124,531 shares; 2025Q1: 124,605 shares; 2025Q2: 130,180 shares; 2025Q3: 133,799 shares; 2025Q4: 137,300 shares; 2026Q1: 183,794 shares; 2026Q2: 202,301 shares 202,301 $4.12M 0.02% +18,507 Timeline QINT 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: 8,266 shares; 2025Q1: 12,059 shares; 2025Q2: 38,484 shares; 2025Q3: 51,997 shares; 2025Q4: 35,012 shares; 2026Q1: 39,693 shares; 2026Q2: 59,343 shares 59,343 $4.12M 0.02% +19,650 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 2,342 shares; 2025Q4: 136,103 shares; 2026Q1: 120,037 shares; 2026Q2: 137,844 shares 137,844 $4.09M 0.02% +17,807 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,087 shares; 2024Q4: 58,443 shares; 2025Q1: 11,901 shares; 2025Q2: 48,905 shares; 2025Q3: 14,608 shares; 2025Q4: 26,340 shares; 2026Q1: 38,915 shares; 2026Q2: 33,460 shares 33,460 $4.07M 0.02% -5,455 Timeline FTGS 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: 154,294 shares; 2024Q4: 194,531 shares; 2025Q1: 174,665 shares; 2025Q2: 117,753 shares; 2025Q3: 89,249 shares; 2025Q4: 90,091 shares; 2026Q1: 96,118 shares; 2026Q2: 107,831 shares 107,831 $3.99M 0.02% +11,713 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,505 shares; 2024Q4: 3,293 shares; 2025Q1: 4,781 shares; 2025Q2: 4,801 shares; 2025Q3: 5,580 shares; 2025Q4: 6,177 shares; 2026Q1: 7,361 shares; 2026Q2: 9,739 shares 9,739 $3.99M 0.02% +2,378 Timeline RULE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,184 shares; 2024Q4: 355,731 shares; 2025Q1: 197,206 shares; 2025Q2: 158,329 shares; 2025Q3: 144,517 shares; 2025Q4: 121,198 shares; 2026Q1: 117,422 shares; 2026Q2: 115,515 shares 115,515 $3.97M 0.02% -1,907 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,043 shares; 2024Q4: 33,657 shares; 2025Q1: 30,043 shares; 2025Q2: 34,013 shares; 2025Q3: 38,885 shares; 2025Q4: 49,083 shares; 2026Q1: 58,688 shares; 2026Q2: 73,411 shares 73,411 $3.95M 0.02% +14,723 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: 53,269 shares; 2024Q4: 40,157 shares; 2025Q1: 41,329 shares; 2025Q2: 43,223 shares; 2025Q3: 99,832 shares; 2025Q4: 70,449 shares; 2026Q1: 47,945 shares; 2026Q2: 42,736 shares 42,736 $3.94M 0.02% -5,209 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: 508 shares; 2025Q1: 514 shares; 2025Q2: 593 shares; 2025Q3: 10,174 shares; 2025Q4: 20,764 shares; 2026Q1: 67,243 shares; 2026Q2: 83,121 shares 83,121 $3.9M 0.02% +15,878 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 4,250 shares; 2025Q1: 4,312 shares; 2025Q2: 4,073 shares; 2025Q3: 3,952 shares; 2025Q4: 4,484 shares; 2026Q1: 4,681 shares; 2026Q2: 6,085 shares 6,085 $3.9M 0.02% +1,404 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: 10,014 shares; 2024Q4: 9,655 shares; 2025Q1: 6,478 shares; 2025Q2: 6,130 shares; 2025Q3: 6,208 shares; 2025Q4: 6,930 shares; 2026Q1: 7,074 shares; 2026Q2: 7,626 shares 7,626 $3.89M 0.02% +552 Timeline YMAG 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: 168,875 shares; 2024Q4: 186,036 shares; 2025Q1: 199,380 shares; 2025Q2: 224,930 shares; 2025Q3: 251,979 shares; 2025Q4: 273,375 shares; 2026Q1: 305,413 shares; 2026Q2: 337,810 shares 337,810 $3.88M 0.02% +32,397 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,918 shares; 2024Q4: 14,861 shares; 2025Q1: 14,166 shares; 2025Q2: 13,998 shares; 2025Q3: 14,472 shares; 2025Q4: 12,711 shares; 2026Q1: 15,299 shares; 2026Q2: 17,506 shares 17,506 $3.87M 0.02% +2,207 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: 9,118 shares; 2024Q4: 9,174 shares; 2025Q1: 10,122 shares; 2025Q2: 10,843 shares; 2025Q3: 11,328 shares; 2025Q4: 14,837 shares; 2026Q1: 14,892 shares; 2026Q2: 15,936 shares 15,936 $3.86M 0.02% +1,044 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,825 shares; 2025Q2: 23,231 shares; 2025Q3: 24,419 shares; 2025Q4: 24,723 shares; 2026Q1: 26,404 shares; 2026Q2: 33,749 shares 33,749 $3.86M 0.02% +7,345 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,704 shares; 2025Q2: 2,714 shares; 2025Q3: 2,543 shares; 2025Q4: 2,779 shares; 2026Q1: 21,025 shares; 2026Q2: 23,409 shares 23,409 $3.86M 0.02% +2,384 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,522 shares; 2025Q1: 36,816 shares; 2025Q2: 36,255 shares; 2025Q3: 52,411 shares; 2025Q4: 85,612 shares; 2026Q1: 104,914 shares; 2026Q2: 102,060 shares 102,060 $3.83M 0.02% -2,854 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,049 shares; 2025Q1: 10,620 shares; 2025Q2: 10,199 shares; 2025Q3: 22,721 shares; 2025Q4: 117,070 shares; 2026Q1: 23,891 shares; 2026Q2: 381,408 shares 381,408 $3.83M 0.02% +357,517 Timeline SCHP 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: 39,632 shares; 2024Q4: 139,149 shares; 2025Q1: 41,360 shares; 2025Q2: 44,130 shares; 2025Q3: 49,165 shares; 2025Q4: 50,760 shares; 2026Q1: 220,910 shares; 2026Q2: 143,731 shares 143,731 $3.81M 0.02% -77,179 Timeline