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: 5,647 shares; 2024Q4: 7,254 shares; 2025Q1: 9,996 shares; 2025Q2: 61,227 shares; 2025Q3: not reported; 2025Q4: 86,355 shares; 2026Q1: 106,585 shares; 2026Q2: 554,053 shares 554,053 $414M 2.75% +447,468 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: 69,853 shares; 2024Q4: 107,036 shares; 2025Q1: 105,018 shares; 2025Q2: 97,116 shares; 2025Q3: 580,606 shares; 2025Q4: 311,700 shares; 2026Q1: 235,245 shares; 2026Q2: 1,391,949 shares 1,391,949 $403M 2.67% +1,156,704 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: 2,558 shares; 2024Q4: 5,379 shares; 2025Q1: 4,106 shares; 2025Q2: 4,320 shares; 2025Q3: not reported; 2025Q4: 46,943 shares; 2026Q1: 133,405 shares; 2026Q2: 434,087 shares 434,087 $325M 2.16% +300,682 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: 97,783 shares; 2024Q4: 180,403 shares; 2025Q1: 163,324 shares; 2025Q2: 181,207 shares; 2025Q3: not reported; 2025Q4: 250,815 shares; 2026Q1: 247,541 shares; 2026Q2: 3,519,123 shares 3,519,123 $303M 2.01% +3,271,582 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,861 shares; 2024Q4: 91,007 shares; 2025Q1: 99,264 shares; 2025Q2: 113,641 shares; 2025Q3: 421,855 shares; 2025Q4: 299,895 shares; 2026Q1: 228,184 shares; 2026Q2: 1,492,942 shares 1,492,942 $299M 1.98% +1,264,758 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: 71,363 shares; 2024Q4: 75,380 shares; 2025Q1: 82,374 shares; 2025Q2: 82,249 shares; 2025Q3: 249,424 shares; 2025Q4: 101,875 shares; 2026Q1: 129,319 shares; 2026Q2: 378,588 shares 378,588 $279M 1.85% +249,269 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: 133 shares; 2024Q4: 67 shares; 2025Q1: 212 shares; 2025Q2: 1,848 shares; 2025Q3: 728,946 shares; 2025Q4: 528,648 shares; 2026Q1: 1,247,034 shares; 2026Q2: 2,961,917 shares 2,961,917 $201M 1.34% +1,714,883 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 6 shares; 2025Q1: 14 shares; 2025Q2: 44 shares; 2025Q3: 27,964 shares; 2025Q4: 147 shares; 2026Q1: 547 shares; 2026Q2: 91,674 shares 91,674 $182M 1.21% +91,127 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: 18,991 shares; 2024Q4: 29,967 shares; 2025Q1: 23,153 shares; 2025Q2: 30,901 shares; 2025Q3: 185,179 shares; 2025Q4: 89,538 shares; 2026Q1: 81,385 shares; 2026Q2: 475,444 shares 475,444 $177M 1.18% +394,059 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: 63,728 shares; 2024Q4: 80,661 shares; 2025Q1: 74,787 shares; 2025Q2: 83,473 shares; 2025Q3: not reported; 2025Q4: 169,215 shares; 2026Q1: 190,257 shares; 2026Q2: 461,612 shares 461,612 $171M 1.13% +271,355 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: 45,821 shares; 2024Q4: 69,342 shares; 2025Q1: 72,271 shares; 2025Q2: 65,489 shares; 2025Q3: 284,459 shares; 2025Q4: 121,464 shares; 2026Q1: 154,173 shares; 2026Q2: 661,042 shares 661,042 $158M 1.05% +506,869 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: 17,192 shares; 2024Q4: 19,519 shares; 2025Q1: 32,511 shares; 2025Q2: 52,111 shares; 2025Q3: 207,365 shares; 2025Q4: 65,011 shares; 2026Q1: 67,241 shares; 2026Q2: 374,486 shares 374,486 $132M 0.88% +307,245 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: 66,452 shares; 2024Q4: 70,033 shares; 2025Q1: 70,008 shares; 2025Q2: 59,713 shares; 2025Q3: 77,052 shares; 2025Q4: 65,604 shares; 2026Q1: 67,559 shares; 2026Q2: 829,634 shares 829,634 $131M 0.87% +762,075 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: 225,134 shares; 2024Q4: 276,465 shares; 2025Q1: 273,753 shares; 2025Q2: 276,615 shares; 2025Q3: not reported; 2025Q4: 487,674 shares; 2026Q1: 451,562 shares; 2026Q2: 593,047 shares 593,047 $129M 0.86% +141,485 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: 17,607 shares; 2024Q4: 32,382 shares; 2025Q1: 28,336 shares; 2025Q2: 34,054 shares; 2025Q3: not reported; 2025Q4: 89,310 shares; 2026Q1: 66,099 shares; 2026Q2: 324,584 shares 324,584 $116M 0.77% +258,485 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255,094 shares; 2025Q2: 272,457 shares; 2025Q3: not reported; 2025Q4: 648,280 shares; 2026Q1: 570,540 shares; 2026Q2: 1,076,147 shares 1,076,147 $98.2M 0.65% +505,607 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,879 shares; 2024Q4: 17,304 shares; 2025Q1: 16,504 shares; 2025Q2: 16,588 shares; 2025Q3: 29,323 shares; 2025Q4: 29,955 shares; 2026Q1: 29,802 shares; 2026Q2: 2,647,573 shares 2,647,573 $97.3M 0.65% +2,617,771 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares; 2026Q2: 13,900,110 shares 13,900,110 $97.2M 0.64% +13,899,878 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: 543,035 shares; 2026Q2: 2,633,020 shares 2,633,020 $96.4M 0.64% +2,089,985 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 177 shares; 2025Q1: 277 shares; 2025Q2: 368 shares; 2025Q3: not reported; 2025Q4: 15,309 shares; 2026Q1: 23,327 shares; 2026Q2: 1,147,363 shares 1,147,363 $96.1M 0.64% +1,124,036 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: 207 shares; 2025Q3: not reported; 2025Q4: 267,829 shares; 2026Q1: 736,770 shares; 2026Q2: 1,817,689 shares 1,817,689 $95.8M 0.64% +1,080,919 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: 8,312 shares; 2024Q4: 11,568 shares; 2025Q1: 17,054 shares; 2025Q2: 22,239 shares; 2025Q3: 73,870 shares; 2025Q4: 42,079 shares; 2026Q1: 46,073 shares; 2026Q2: 245,487 shares 245,487 $92.7M 0.62% +199,414 Timeline PIFI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 984,286 shares 984,286 $92M 0.61% new 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: 9,599 shares; 2024Q4: 19,158 shares; 2025Q1: 18,129 shares; 2025Q2: 31,950 shares; 2025Q3: 62,478 shares; 2025Q4: 53,371 shares; 2026Q1: 50,664 shares; 2026Q2: 279,772 shares 279,772 $91.6M 0.61% +229,108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482,793 shares; 2025Q3: 510,081 shares; 2025Q4: 490,144 shares; 2026Q1: 643,662 shares; 2026Q2: 1,781,343 shares 1,781,343 $89.9M 0.6% +1,137,681 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: 108,452 shares; 2024Q4: 165,493 shares; 2025Q1: 144,169 shares; 2025Q2: 165,662 shares; 2025Q3: not reported; 2025Q4: 179,194 shares; 2026Q1: 128,742 shares; 2026Q2: 1,078,534 shares 1,078,534 $86.9M 0.58% +949,792 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: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 292 shares; 2025Q3: not reported; 2025Q4: 4,657 shares; 2026Q1: 7,150 shares; 2026Q2: 973,489 shares 973,489 $85.6M 0.57% +966,339 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: 15,479 shares; 2024Q4: 17,161 shares; 2025Q1: 16,768 shares; 2025Q2: 20,828 shares; 2025Q3: 139,734 shares; 2025Q4: 32,316 shares; 2026Q1: 41,381 shares; 2026Q2: 326,790 shares 326,790 $83M 0.55% +285,409 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: 15,441 shares; 2024Q4: 50,627 shares; 2025Q1: 45,514 shares; 2025Q2: 39,334 shares; 2025Q3: 171,404 shares; 2025Q4: 64,279 shares; 2026Q1: 106,722 shares; 2026Q2: 1,406,039 shares 1,406,039 $80.1M 0.53% +1,299,317 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: 968 shares; 2024Q4: 7,225 shares; 2025Q1: 12,310 shares; 2025Q2: 15,254 shares; 2025Q3: 2,121,509 shares; 2025Q4: 47,224 shares; 2026Q1: 53,864 shares; 2026Q2: 115,381 shares 115,381 $79.2M 0.53% +61,517 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: 6,405 shares; 2024Q4: 6,585 shares; 2025Q1: 12,261 shares; 2025Q2: 283,142 shares; 2025Q3: 429,287 shares; 2025Q4: 293,929 shares; 2026Q1: 303,856 shares; 2026Q2: 608,608 shares 608,608 $78.2M 0.52% +304,752 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: 5,794 shares; 2024Q4: 7,915 shares; 2025Q1: 8,588 shares; 2025Q2: 17,936 shares; 2025Q3: 34,693 shares; 2025Q4: 29,787 shares; 2026Q1: 26,024 shares; 2026Q2: 127,822 shares 127,822 $72M 0.48% +101,798 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: 6,852 shares; 2024Q4: 7,043 shares; 2025Q1: 6,741 shares; 2025Q2: 7,437 shares; 2025Q3: 132,183 shares; 2025Q4: 15,231 shares; 2026Q1: 10,524 shares; 2026Q2: 61,796 shares 61,796 $71.3M 0.47% +51,272 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: 497,361 shares; 2024Q4: 530,821 shares; 2025Q1: 556,529 shares; 2025Q2: 569,871 shares; 2025Q3: 1,058,916 shares; 2025Q4: 616,144 shares; 2026Q1: 540,191 shares; 2026Q2: 961,454 shares 961,454 $68.5M 0.45% +421,263 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: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 393 shares; 2025Q3: 284,027 shares; 2025Q4: 142,790 shares; 2026Q1: 693,123 shares; 2026Q2: 1,270,067 shares 1,270,067 $66.5M 0.44% +576,944 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: not reported; 2025Q4: 14,001 shares; 2026Q1: 1,130,140 shares; 2026Q2: 1,541,826 shares 1,541,826 $66.5M 0.44% +411,686 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: not reported; 2024Q4: 34,951 shares; 2025Q1: 362 shares; 2025Q2: 2,705 shares; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 5,262 shares; 2026Q2: 1,303,595 shares 1,303,595 $65.5M 0.43% +1,298,333 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,055 shares; 2024Q4: 39,210 shares; 2025Q1: 34,292 shares; 2025Q2: 38,518 shares; 2025Q3: 85,482 shares; 2025Q4: 75,734 shares; 2026Q1: 62,793 shares; 2026Q2: 476,668 shares 476,668 $65.2M 0.43% +413,875 Timeline GAUG 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: not reported; 2025Q4: not reported; 2026Q1: 789,886 shares; 2026Q2: 1,526,954 shares 1,526,954 $63.2M 0.42% +737,068 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,815 shares; 2024Q4: 300,610 shares; 2025Q1: 343,196 shares; 2025Q2: 352,771 shares; 2025Q3: not reported; 2025Q4: 339,813 shares; 2026Q1: 1,014,807 shares; 2026Q2: 1,348,815 shares 1,348,815 $61.8M 0.41% +334,008 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,767 shares; 2026Q1: 2,157,604 shares; 2026Q2: 2,463,671 shares 2,463,671 $59.7M 0.4% +306,067 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: not reported; 2024Q4: 2,267 shares; 2025Q1: not reported; 2025Q2: 9,949 shares; 2025Q3: 78,421 shares; 2025Q4: 19,037 shares; 2026Q1: 15,452 shares; 2026Q2: 116,509 shares 116,509 $58.3M 0.39% +101,057 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,423,147 shares; 2025Q3: 2,022,892 shares; 2025Q4: 2,010,327 shares; 2026Q1: 1,513,360 shares; 2026Q2: 2,188,929 shares 2,188,929 $57.8M 0.38% +675,569 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 2,751 shares; 2025Q1: 12,845 shares; 2025Q2: 8,011 shares; 2025Q3: not reported; 2025Q4: 357,901 shares; 2026Q1: 54,647 shares; 2026Q2: 703,277 shares 703,277 $57.6M 0.38% +648,630 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: 310,484 shares; 2024Q4: 708,953 shares; 2025Q1: 621,844 shares; 2025Q2: 666,963 shares; 2025Q3: not reported; 2025Q4: 685,811 shares; 2026Q1: 480,602 shares; 2026Q2: 709,083 shares 709,083 $57.5M 0.38% +228,481 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: 295 shares; 2024Q4: 34,209 shares; 2025Q1: 27,777 shares; 2025Q2: 37,658 shares; 2025Q3: not reported; 2025Q4: 53,091 shares; 2026Q1: 92,552 shares; 2026Q2: 561,309 shares 561,309 $56.5M 0.38% +468,757 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: 2,465 shares; 2024Q4: 2,673 shares; 2025Q1: 2,467 shares; 2025Q2: 3,035 shares; 2025Q3: 22,563 shares; 2025Q4: 8,688 shares; 2026Q1: 6,998 shares; 2026Q2: 46,821 shares 46,821 $56.2M 0.37% +39,823 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: 1,822 shares; 2024Q4: 20,004 shares; 2025Q1: 24,857 shares; 2025Q2: 16,571 shares; 2025Q3: not reported; 2025Q4: 33,787 shares; 2026Q1: 52,323 shares; 2026Q2: 677,057 shares 677,057 $56.1M 0.37% +624,734 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: 2,497 shares; 2024Q4: 14,038 shares; 2025Q1: 9,664 shares; 2025Q2: 10,822 shares; 2025Q3: 56,223 shares; 2025Q4: 28,500 shares; 2026Q1: 26,690 shares; 2026Q2: 330,878 shares 330,878 $54.8M 0.36% +304,188 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,005 shares; 2024Q4: 11,998 shares; 2025Q1: 10,233 shares; 2025Q2: 9,312 shares; 2025Q3: not reported; 2025Q4: 8,904 shares; 2026Q1: 2,197 shares; 2026Q2: 495,679 shares 495,679 $54.7M 0.36% +493,482 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: 10,781 shares; 2024Q4: 28,790 shares; 2025Q1: 18,475 shares; 2025Q2: 22,535 shares; 2025Q3: 291,763 shares; 2025Q4: 93,955 shares; 2026Q1: 52,767 shares; 2026Q2: 475,928 shares 475,928 $53.9M 0.36% +423,161 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: 12,406 shares; 2024Q4: 17,263 shares; 2025Q1: 14,532 shares; 2025Q2: 16,105 shares; 2025Q3: 44,356 shares; 2025Q4: 31,484 shares; 2026Q1: 25,592 shares; 2026Q2: 157,055 shares 157,055 $53.9M 0.36% +131,463 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: 3,895 shares; 2024Q4: 4,851 shares; 2025Q1: 9,534 shares; 2025Q2: 7,776 shares; 2025Q3: 75,012 shares; 2025Q4: 37,718 shares; 2026Q1: 23,322 shares; 2026Q2: 279,030 shares 279,030 $52.9M 0.35% +255,708 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,471 shares; 2025Q1: 6,425 shares; 2025Q2: 5,561 shares; 2025Q3: not reported; 2025Q4: 6,214 shares; 2026Q1: 6,132 shares; 2026Q2: 450,235 shares 450,235 $49.6M 0.33% +444,103 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: 2,398 shares; 2024Q4: 2,942 shares; 2025Q1: 2,907 shares; 2025Q2: 3,939 shares; 2025Q3: 32,246 shares; 2025Q4: 23,190 shares; 2026Q1: 17,976 shares; 2026Q2: 85,318 shares 85,318 $49.6M 0.33% +67,342 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: 326,707 shares; 2024Q4: 340,028 shares; 2025Q1: 366,560 shares; 2025Q2: 382,859 shares; 2025Q3: not reported; 2025Q4: 456,545 shares; 2026Q1: 127,430 shares; 2026Q2: 493,378 shares 493,378 $48.8M 0.32% +365,948 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: 2,174 shares; 2024Q4: 4,123 shares; 2025Q1: 3,965 shares; 2025Q2: 7,860 shares; 2025Q3: 36,554 shares; 2025Q4: 19,892 shares; 2026Q1: 12,874 shares; 2026Q2: 116,619 shares 116,619 $48.5M 0.32% +103,745 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: 10,477 shares; 2024Q4: 12,727 shares; 2025Q1: 30,060 shares; 2025Q2: 33,966 shares; 2025Q3: 62,046 shares; 2025Q4: 61,416 shares; 2026Q1: 76,313 shares; 2026Q2: 404,460 shares 404,460 $47.5M 0.32% +328,147 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: 920 shares; 2024Q4: 1,136 shares; 2025Q1: 1,067 shares; 2025Q2: 1,150 shares; 2025Q3: 9,960 shares; 2025Q4: 4,069 shares; 2026Q1: 3,778 shares; 2026Q2: 42,605 shares 42,605 $45.3M 0.3% +38,827 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: 2,944 shares; 2024Q4: 3,232 shares; 2025Q1: 3,475 shares; 2025Q2: 5,189 shares; 2025Q3: not reported; 2025Q4: 28,018 shares; 2026Q1: 23,263 shares; 2026Q2: 305,374 shares 305,374 $45.3M 0.3% +282,111 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: not reported; 2024Q4: not reported; 2025Q1: 4,661 shares; 2025Q2: 4,661 shares; 2025Q3: not reported; 2025Q4: 4,661 shares; 2026Q1: 226,679 shares; 2026Q2: 698,508 shares 698,508 $42.9M 0.28% +471,829 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,372 shares; 2026Q2: 1,813,866 shares 1,813,866 $42.7M 0.28% +1,812,494 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: 32,117 shares; 2024Q4: 32,558 shares; 2025Q1: 31,451 shares; 2025Q2: 30,857 shares; 2025Q3: not reported; 2025Q4: 55,495 shares; 2026Q1: 45,805 shares; 2026Q2: 258,065 shares 258,065 $42.4M 0.28% +212,260 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: 182,246 shares; 2024Q4: 187,125 shares; 2025Q1: 179,468 shares; 2025Q2: 143,982 shares; 2025Q3: not reported; 2025Q4: 217,952 shares; 2026Q1: 195,656 shares; 2026Q2: 393,109 shares 393,109 $42.3M 0.28% +197,453 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: 6,308 shares; 2024Q4: 13,361 shares; 2025Q1: 14,651 shares; 2025Q2: 19,692 shares; 2025Q3: 49,445 shares; 2025Q4: 29,435 shares; 2026Q1: 23,029 shares; 2026Q2: 100,289 shares 100,289 $42.2M 0.28% +77,260 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,889,290 shares 1,889,290 $41.8M 0.28% new 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: 1,182 shares; 2024Q4: 1,333 shares; 2025Q1: 1,314 shares; 2025Q2: 1,320 shares; 2025Q3: 16,498 shares; 2025Q4: 3,677 shares; 2026Q1: 3,415 shares; 2026Q2: 35,430 shares 35,430 $41.6M 0.28% +32,015 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: 7,470 shares; 2024Q4: 10,145 shares; 2025Q1: 12,163 shares; 2025Q2: 25,026 shares; 2025Q3: 54,246 shares; 2025Q4: 50,047 shares; 2026Q1: 48,857 shares; 2026Q2: 164,897 shares 164,897 $41.5M 0.28% +116,040 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: 4,898 shares; 2024Q4: 5,132 shares; 2025Q1: 5,151 shares; 2025Q2: 97,425 shares; 2025Q3: not reported; 2025Q4: 103,478 shares; 2026Q1: 103,128 shares; 2026Q2: 165,039 shares 165,039 $40M 0.27% +61,911 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: 7,094 shares; 2024Q4: 9,359 shares; 2025Q1: 9,011 shares; 2025Q2: 10,036 shares; 2025Q3: 30,071 shares; 2025Q4: 16,103 shares; 2026Q1: 17,233 shares; 2026Q2: 141,970 shares 141,970 $39.9M 0.27% +124,737 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: 1,544 shares; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 3,005 shares; 2025Q3: not reported; 2025Q4: 6,837 shares; 2026Q1: 363,255 shares; 2026Q2: 855,023 shares 855,023 $39.5M 0.26% +491,768 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: 9,766 shares; 2024Q4: 9,404 shares; 2025Q1: 6,396 shares; 2025Q2: 7,996 shares; 2025Q3: 919,108 shares; 2025Q4: 27,819 shares; 2026Q1: 43,669 shares; 2026Q2: 270,605 shares 270,605 $37.8M 0.25% +226,936 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,702 shares; 2026Q1: 214,582 shares; 2026Q2: 622,078 shares 622,078 $37.1M 0.25% +407,496 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: 511,023 shares; 2024Q4: 521,956 shares; 2025Q1: 525,076 shares; 2025Q2: 527,027 shares; 2025Q3: not reported; 2025Q4: 560,144 shares; 2026Q1: 536,562 shares; 2026Q2: 620,095 shares 620,095 $37M 0.25% +83,533 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: 1,168 shares; 2024Q4: 501,841 shares; 2025Q1: 367,934 shares; 2025Q2: 557,518 shares; 2025Q3: not reported; 2025Q4: 588,550 shares; 2026Q1: 613,126 shares; 2026Q2: 729,949 shares 729,949 $36.8M 0.24% +116,823 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: 395 shares; 2024Q4: 921 shares; 2025Q1: 6,726 shares; 2025Q2: 6,917 shares; 2025Q3: 52,975 shares; 2025Q4: 15,478 shares; 2026Q1: 24,066 shares; 2026Q2: 307,090 shares 307,090 $35.8M 0.24% +283,024 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,285 shares; 2025Q3: not reported; 2025Q4: 132,074 shares; 2026Q1: 121,045 shares; 2026Q2: 199,352 shares 199,352 $35.6M 0.24% +78,307 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: 101,283 shares; 2024Q4: 105,172 shares; 2025Q1: 110,154 shares; 2025Q2: 112,194 shares; 2025Q3: not reported; 2025Q4: 124,526 shares; 2026Q1: 63,124 shares; 2026Q2: 116,555 shares 116,555 $35.3M 0.23% +53,431 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,538,030 shares 1,538,030 $35.2M 0.23% new 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: 465 shares; 2024Q4: 1,547 shares; 2025Q1: 1,550 shares; 2025Q2: 1,623 shares; 2025Q3: not reported; 2025Q4: 4,683 shares; 2026Q1: 1,889 shares; 2026Q2: 54,595 shares 54,595 $35M 0.23% +52,706 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,559,602 shares 1,559,602 $34.9M 0.23% new 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: 581 shares; 2024Q4: 693 shares; 2025Q1: 1,259 shares; 2025Q2: 1,791 shares; 2025Q3: 32,430 shares; 2025Q4: 5,468 shares; 2026Q1: 14,335 shares; 2026Q2: 116,222 shares 116,222 $34.6M 0.23% +101,887 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: 467 shares; 2024Q4: 2,698 shares; 2025Q1: 3,409 shares; 2025Q2: 2,248 shares; 2025Q3: not reported; 2025Q4: 30,477 shares; 2026Q1: 517,844 shares; 2026Q2: 1,516,171 shares 1,516,171 $34.5M 0.23% +998,327 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: 131,328 shares; 2024Q4: 130,003 shares; 2025Q1: 5,451 shares; 2025Q2: 4,957 shares; 2025Q3: not reported; 2025Q4: 114,420 shares; 2026Q1: 113,534 shares; 2026Q2: 155,456 shares 155,456 $34.3M 0.23% +41,922 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,082 shares; 2024Q4: 55,402 shares; 2025Q1: 25,139 shares; 2025Q2: 28,655 shares; 2025Q3: not reported; 2025Q4: 44,380 shares; 2026Q1: 47,625 shares; 2026Q2: 93,475 shares 93,475 $34.2M 0.23% +45,850 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,570 shares; 2024Q4: 4,354 shares; 2025Q1: 4,417 shares; 2025Q2: 3,633 shares; 2025Q3: not reported; 2025Q4: 963 shares; 2026Q1: 763 shares; 2026Q2: 1,361,510 shares 1,361,510 $34.1M 0.23% +1,360,747 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: 3,602 shares; 2024Q4: 3,776 shares; 2025Q1: 4,211 shares; 2025Q2: 7,709 shares; 2025Q3: 92,574 shares; 2025Q4: 11,366 shares; 2026Q1: 15,353 shares; 2026Q2: 534,216 shares 534,216 $33.6M 0.22% +518,863 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: 330 shares; 2025Q3: 3,227 shares; 2025Q4: 4,129 shares; 2026Q1: 1,730 shares; 2026Q2: 596,042 shares 596,042 $33.6M 0.22% +594,312 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,611 shares; 2024Q4: 34,294 shares; 2025Q1: 33,183 shares; 2025Q2: 32,368 shares; 2025Q3: 47,863 shares; 2025Q4: 51,198 shares; 2026Q1: 51,314 shares; 2026Q2: 1,743,645 shares 1,743,645 $33.3M 0.22% +1,692,331 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: 3,546 shares; 2024Q4: 4,495 shares; 2025Q1: 2,941 shares; 2025Q2: 3,397 shares; 2025Q3: 47,852 shares; 2025Q4: 22,154 shares; 2026Q1: 11,179 shares; 2026Q2: 228,415 shares 228,415 $32.7M 0.22% +217,236 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 2024Q4: 4,591 shares; 2025Q1: 2,669 shares; 2025Q2: 6,206 shares; 2025Q3: 12,735 shares; 2025Q4: 10,142 shares; 2026Q1: 9,933 shares; 2026Q2: 34,743 shares 34,743 $32.5M 0.22% +24,810 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: 4,925 shares; 2024Q4: 4,829 shares; 2025Q1: 3,882 shares; 2025Q2: 5,126 shares; 2025Q3: 79,439 shares; 2025Q4: 10,012 shares; 2026Q1: 9,987 shares; 2026Q2: 86,629 shares 86,629 $32.4M 0.21% +76,642 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: 7,388 shares; 2024Q4: 10,400 shares; 2025Q1: 8,531 shares; 2025Q2: 8,978 shares; 2025Q3: 43,036 shares; 2025Q4: 25,886 shares; 2026Q1: 18,214 shares; 2026Q2: 119,544 shares 119,544 $32.3M 0.21% +101,330 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: 3,551 shares; 2024Q4: 3,933 shares; 2025Q1: 5,086 shares; 2025Q2: 7,669 shares; 2025Q3: 237,755 shares; 2025Q4: 412,278 shares; 2026Q1: 257,452 shares; 2026Q2: 377,384 shares 377,384 $32.3M 0.21% +119,932 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: 4,115 shares; 2024Q4: 13,154 shares; 2025Q1: 9,328 shares; 2025Q2: 12,168 shares; 2025Q3: 92,581 shares; 2025Q4: 55,080 shares; 2026Q1: 51,316 shares; 2026Q2: 388,999 shares 388,999 $31.6M 0.21% +337,683 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: 144 shares; 2024Q4: 428,021 shares; 2025Q1: 454,617 shares; 2025Q2: 536,174 shares; 2025Q3: 1,986,371 shares; 2025Q4: 596,758 shares; 2026Q1: 638,957 shares; 2026Q2: 723,246 shares 723,246 $31.5M 0.21% +84,289 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,714 shares; 2024Q4: 5,594 shares; 2025Q1: 5,602 shares; 2025Q2: 207,986 shares; 2025Q3: not reported; 2025Q4: 190,162 shares; 2026Q1: 177,634 shares; 2026Q2: 257,702 shares 257,702 $30.3M 0.2% +80,068 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301,756 shares 301,756 $30.2M 0.2% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 162,754 shares; 2025Q1: 185,219 shares; 2025Q2: 255,590 shares; 2025Q3: not reported; 2025Q4: 273,141 shares; 2026Q1: 289,294 shares; 2026Q2: 305,921 shares 305,921 $30.1M 0.2% +16,627 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 1,646 shares; 2025Q1: 1,817 shares; 2025Q2: 34,547 shares; 2025Q3: 42,957 shares; 2025Q4: 36,459 shares; 2026Q1: 36,238 shares; 2026Q2: 133,725 shares 133,725 $29.5M 0.2% +97,487 Timeline DFIC 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: 768,380 shares; 2024Q4: 797,893 shares; 2025Q1: 794,397 shares; 2025Q2: 745,432 shares; 2025Q3: not reported; 2025Q4: 804,345 shares; 2026Q1: 711,121 shares; 2026Q2: 775,401 shares 775,401 $28.9M 0.19% +64,280 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: 1,127 shares; 2024Q4: 6,950 shares; 2025Q1: 6,815 shares; 2025Q2: 142,176 shares; 2025Q3: not reported; 2025Q4: 147,771 shares; 2026Q1: 128,308 shares; 2026Q2: 175,240 shares 175,240 $28.8M 0.19% +46,932 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: 3,851 shares; 2024Q4: 3,855 shares; 2025Q1: 3,867 shares; 2025Q2: 8,940 shares; 2025Q3: not reported; 2025Q4: 33,896 shares; 2026Q1: 31,592 shares; 2026Q2: 95,196 shares 95,196 $28.8M 0.19% +63,604 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,056 shares; 2024Q4: 4,085 shares; 2025Q1: 3,887 shares; 2025Q2: 2,920 shares; 2025Q3: not reported; 2025Q4: 8,035 shares; 2026Q1: 7,678 shares; 2026Q2: 229,436 shares 229,436 $28.5M 0.19% +221,758 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: 5,145 shares; 2024Q4: 5,698 shares; 2025Q1: 5,275 shares; 2025Q2: 6,720 shares; 2025Q3: 27,436 shares; 2025Q4: 22,400 shares; 2026Q1: 11,754 shares; 2026Q2: 59,468 shares 59,468 $28.4M 0.19% +47,714 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: 6,271 shares; 2024Q4: 8,575 shares; 2025Q1: 7,420 shares; 2025Q2: 7,427 shares; 2025Q3: 30,539 shares; 2025Q4: 23,968 shares; 2026Q1: 13,493 shares; 2026Q2: 54,818 shares 54,818 $28.2M 0.19% +41,325 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: 2,020 shares; 2024Q4: 2,205 shares; 2025Q1: 4,216 shares; 2025Q2: 4,572 shares; 2025Q3: 145,944 shares; 2025Q4: 6,543 shares; 2026Q1: 34,187 shares; 2026Q2: 114,053 shares 114,053 $28.1M 0.19% +79,866 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: 198 shares; 2024Q4: not reported; 2025Q1: 996 shares; 2025Q2: 975 shares; 2025Q3: not reported; 2025Q4: 234,975 shares; 2026Q1: 22,735 shares; 2026Q2: 287,031 shares 287,031 $27.7M 0.18% +264,296 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: 4,348 shares; 2024Q4: 4,991 shares; 2025Q1: 4,815 shares; 2025Q2: 5,915 shares; 2025Q3: not reported; 2025Q4: 18,964 shares; 2026Q1: 24,976 shares; 2026Q2: 142,236 shares 142,236 $27.1M 0.18% +117,260 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: 5,245 shares; 2024Q4: 12,378 shares; 2025Q1: 6,632 shares; 2025Q2: 12,190 shares; 2025Q3: 185,278 shares; 2025Q4: 45,776 shares; 2026Q1: 24,961 shares; 2026Q2: 192,816 shares 192,816 $27M 0.18% +167,855 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: 2,208 shares; 2024Q4: 2,041 shares; 2025Q1: 3,090 shares; 2025Q2: 2,455 shares; 2025Q3: 27,381 shares; 2025Q4: 3,121 shares; 2026Q1: 4,920 shares; 2026Q2: 81,086 shares 81,086 $26.8M 0.18% +76,166 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: not reported; 2024Q4: not reported; 2025Q1: 312,765 shares; 2025Q2: 315,681 shares; 2025Q3: not reported; 2025Q4: 301,155 shares; 2026Q1: 316,359 shares; 2026Q2: 517,726 shares 517,726 $26.8M 0.18% +201,367 Timeline AFLG 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: not reported; 2025Q4: 522,313 shares; 2026Q1: 559,136 shares; 2026Q2: 606,040 shares 606,040 $26.3M 0.17% +46,904 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: 4,392 shares; 2024Q4: 6,892 shares; 2025Q1: 5,504 shares; 2025Q2: 7,383 shares; 2025Q3: 99,060 shares; 2025Q4: 40,808 shares; 2026Q1: 49,687 shares; 2026Q2: 179,023 shares 179,023 $26.3M 0.17% +129,336 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: 10,926 shares; 2024Q4: 45,228 shares; 2025Q1: 71,528 shares; 2025Q2: 55,614 shares; 2025Q3: 83,785 shares; 2025Q4: 83,008 shares; 2026Q1: 76,957 shares; 2026Q2: 1,258,587 shares 1,258,587 $26.1M 0.17% +1,181,630 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 20,558 shares; 2026Q1: 11,954 shares; 2026Q2: 488,766 shares 488,766 $25.8M 0.17% +476,812 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: 597 shares; 2024Q4: 2,404 shares; 2025Q1: 2,025 shares; 2025Q2: 1,817 shares; 2025Q3: not reported; 2025Q4: 2,424 shares; 2026Q1: 3,942 shares; 2026Q2: 212,382 shares 212,382 $25.4M 0.17% +208,440 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: 13,861 shares; 2024Q4: 13,395 shares; 2025Q1: 12,999 shares; 2025Q2: 13,202 shares; 2025Q3: 41,598 shares; 2025Q4: 54,284 shares; 2026Q1: 55,978 shares; 2026Q2: 106,915 shares 106,915 $25.3M 0.17% +50,937 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,191,905 shares; 2026Q2: 2,436,370 shares 2,436,370 $25.3M 0.17% +1,244,465 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,625 shares; 2024Q4: 1,037,951 shares; 2025Q1: 524,753 shares; 2025Q2: 685,753 shares; 2025Q3: not reported; 2025Q4: 729,093 shares; 2026Q1: 762,596 shares; 2026Q2: 858,837 shares 858,837 $25.2M 0.17% +96,241 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: 2,131 shares; 2024Q4: 3,833 shares; 2025Q1: 3,934 shares; 2025Q2: 6,856 shares; 2025Q3: 36,838 shares; 2025Q4: 12,418 shares; 2026Q1: 8,362 shares; 2026Q2: 135,115 shares 135,115 $25M 0.17% +126,753 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: 3,327 shares; 2024Q4: 19,624 shares; 2025Q1: 11,977 shares; 2025Q2: 12,808 shares; 2025Q3: 95,070 shares; 2025Q4: 38,273 shares; 2026Q1: 15,942 shares; 2026Q2: 230,676 shares 230,676 $24.8M 0.16% +214,734 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 4,250 shares; 2025Q1: 2,251 shares; 2025Q2: 2,293 shares; 2025Q3: 19,544 shares; 2025Q4: 8,874 shares; 2026Q1: 7,658 shares; 2026Q2: 144,844 shares 144,844 $24.6M 0.16% +137,186 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: 789 shares; 2024Q4: 1,118 shares; 2025Q1: 1,003 shares; 2025Q2: 1,010 shares; 2025Q3: 8,004 shares; 2025Q4: 7,372 shares; 2026Q1: 3,680 shares; 2026Q2: 32,266 shares 32,266 $24.6M 0.16% +28,586 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: 670,490 shares; 2024Q4: 714,888 shares; 2025Q1: 109,341 shares; 2025Q2: 108,604 shares; 2025Q3: not reported; 2025Q4: 399,429 shares; 2026Q1: 145,227 shares; 2026Q2: 581,581 shares 581,581 $24.5M 0.16% +436,354 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: 938 shares; 2024Q4: 957 shares; 2025Q1: 1,613 shares; 2025Q2: 14,204 shares; 2025Q3: not reported; 2025Q4: 6,957 shares; 2026Q1: 195,869 shares; 2026Q2: 432,321 shares 432,321 $24.4M 0.16% +236,452 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: 14 shares; 2024Q4: 75 shares; 2025Q1: 540 shares; 2025Q2: 1,194 shares; 2025Q3: 76,894 shares; 2025Q4: 6,533 shares; 2026Q1: 5,574 shares; 2026Q2: 38,169 shares 38,169 $24.4M 0.16% +32,595 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: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 22,961 shares; 2026Q2: 781,859 shares 781,859 $24.3M 0.16% +758,898 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: 2,411 shares; 2024Q4: 6,433 shares; 2025Q1: 9,568 shares; 2025Q2: 9,664 shares; 2025Q3: not reported; 2025Q4: 64,681 shares; 2026Q1: 52,783 shares; 2026Q2: 251,175 shares 251,175 $24.3M 0.16% +198,392 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: 604 shares; 2024Q4: 7,651 shares; 2025Q1: 4,076 shares; 2025Q2: 5,648 shares; 2025Q3: not reported; 2025Q4: 61,717 shares; 2026Q1: 54,310 shares; 2026Q2: 110,053 shares 110,053 $24.1M 0.16% +55,743 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 163 shares; 2025Q1: 369 shares; 2025Q2: 1,265 shares; 2025Q3: 49,867 shares; 2025Q4: 4,779 shares; 2026Q1: 4,196 shares; 2026Q2: 67,665 shares 67,665 $24M 0.16% +63,469 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: 163 shares; 2025Q1: 386,040 shares; 2025Q2: 4,354 shares; 2025Q3: 8,022 shares; 2025Q4: 4,478 shares; 2026Q1: 332,046 shares; 2026Q2: 473,790 shares 473,790 $23.8M 0.16% +141,744 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: 65,020 shares; 2024Q4: 238,967 shares; 2025Q1: 199,211 shares; 2025Q2: 198,142 shares; 2025Q3: not reported; 2025Q4: 184,903 shares; 2026Q1: 233,213 shares; 2026Q2: 746,317 shares 746,317 $23.7M 0.16% +513,104 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: 1,343 shares; 2024Q4: 7,186 shares; 2025Q1: 4,515 shares; 2025Q2: 4,819 shares; 2025Q3: 51,787 shares; 2025Q4: 13,988 shares; 2026Q1: 8,081 shares; 2026Q2: 172,534 shares 172,534 $23.6M 0.16% +164,453 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: 2,447 shares; 2026Q1: 68,204 shares; 2026Q2: 110,744 shares 110,744 $23.6M 0.16% +42,540 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: 301 shares; 2024Q4: 2,134 shares; 2025Q1: 5,784 shares; 2025Q2: 3,261 shares; 2025Q3: 26,789 shares; 2025Q4: 13,357 shares; 2026Q1: 9,903 shares; 2026Q2: 32,497 shares 32,497 $23.5M 0.16% +22,594 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: 6,698 shares; 2024Q4: 7,081 shares; 2025Q1: 8,526 shares; 2025Q2: 10,557 shares; 2025Q3: 32,962 shares; 2025Q4: 31,726 shares; 2026Q1: 32,061 shares; 2026Q2: 160,155 shares 160,155 $23.5M 0.16% +128,094 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,207 shares; 2024Q4: 568 shares; 2025Q1: 2,600 shares; 2025Q2: 2,888 shares; 2025Q3: 36,480 shares; 2025Q4: 4,252 shares; 2026Q1: 6,235 shares; 2026Q2: 69,752 shares 69,752 $23.4M 0.16% +63,517 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: 1,064 shares; 2024Q4: 2,512 shares; 2025Q1: 2,550 shares; 2025Q2: 4,583 shares; 2025Q3: 24,553 shares; 2025Q4: 13,238 shares; 2026Q1: 8,175 shares; 2026Q2: 63,213 shares 63,213 $23.3M 0.15% +55,038 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 737 shares; 2025Q1: 192 shares; 2025Q2: 313 shares; 2025Q3: 7,846 shares; 2025Q4: 5,519 shares; 2026Q1: 17,577 shares; 2026Q2: 85,390 shares 85,390 $23.1M 0.15% +67,813 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,862 shares; 2025Q1: 83,451 shares; 2025Q2: 114,850 shares; 2025Q3: not reported; 2025Q4: 123,875 shares; 2026Q1: 130,063 shares; 2026Q2: 141,114 shares 141,114 $23.1M 0.15% +11,051 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 1,098 shares; 2025Q1: 13,769 shares; 2025Q2: 7,600 shares; 2025Q3: 87,999 shares; 2025Q4: 15,070 shares; 2026Q1: 26,836 shares; 2026Q2: 712,052 shares 712,052 $22.8M 0.15% +685,216 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 599 shares; 2025Q1: 159 shares; 2025Q2: 226 shares; 2025Q3: 71,773 shares; 2025Q4: 18,189 shares; 2026Q1: 18,328 shares; 2026Q2: 54,314 shares 54,314 $22.6M 0.15% +35,986 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: 551 shares; 2024Q4: 16,079 shares; 2025Q1: 16,200 shares; 2025Q2: 14,637 shares; 2025Q3: not reported; 2025Q4: 29,565 shares; 2026Q1: 86,546 shares; 2026Q2: 289,162 shares 289,162 $22.3M 0.15% +202,616 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: 1,130 shares; 2024Q4: 4,696 shares; 2025Q1: 3,644 shares; 2025Q2: 3,429 shares; 2025Q3: 4,529 shares; 2025Q4: 60,561 shares; 2026Q1: 62,874 shares; 2026Q2: 311,654 shares 311,654 $22.3M 0.15% +248,780 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426,425 shares 426,425 $22.2M 0.15% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: not reported; 2025Q4: 157,288 shares; 2026Q1: 22,277 shares; 2026Q2: 173,096 shares 173,096 $22.1M 0.15% +150,819 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: 700,465 shares; 2024Q4: 1,390,147 shares; 2025Q1: 1,547,088 shares; 2025Q2: 1,611,154 shares; 2025Q3: not reported; 2025Q4: 1,722,746 shares; 2026Q1: 787,295 shares; 2026Q2: 828,847 shares 828,847 $22M 0.15% +41,552 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: 1,039 shares; 2024Q4: 1,568 shares; 2025Q1: 29,463 shares; 2025Q2: 31,838 shares; 2025Q3: 91,379 shares; 2025Q4: 32,583 shares; 2026Q1: 42,271 shares; 2026Q2: 105,002 shares 105,002 $21.9M 0.15% +62,731 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: 3,106 shares; 2024Q4: 8,355 shares; 2025Q1: 5,110 shares; 2025Q2: 6,020 shares; 2025Q3: 30,072 shares; 2025Q4: 18,388 shares; 2026Q1: 15,738 shares; 2026Q2: 62,212 shares 62,212 $21.9M 0.15% +46,474 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: 526 shares; 2024Q4: 673 shares; 2025Q1: 878 shares; 2025Q2: 1,662 shares; 2025Q3: 4,040 shares; 2025Q4: 3,241 shares; 2026Q1: 3,969 shares; 2026Q2: 21,336 shares 21,336 $21.6M 0.14% +17,367 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 7,924 shares; 2025Q1: 6,535 shares; 2025Q2: 3,317 shares; 2025Q3: 20,982 shares; 2025Q4: 13,165 shares; 2026Q1: 5,901 shares; 2026Q2: 449,006 shares 449,006 $21.5M 0.14% +443,105 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 2,173 shares; 2026Q1: 846 shares; 2026Q2: 32,615 shares 32,615 $21.4M 0.14% +31,769 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: 1,470 shares; 2025Q1: 1,215 shares; 2025Q2: 2,456 shares; 2025Q3: 32,823 shares; 2025Q4: 6,280 shares; 2026Q1: 11,515 shares; 2026Q2: 49,337 shares 49,337 $21.4M 0.14% +37,822 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 703 shares; 2025Q1: 4,911 shares; 2025Q2: 6,471 shares; 2025Q3: 40,460 shares; 2025Q4: 22,620 shares; 2026Q1: 16,359 shares; 2026Q2: 343,275 shares 343,275 $21.2M 0.14% +326,916 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,967 shares; 2024Q4: 10,211 shares; 2025Q1: 4,236 shares; 2025Q2: 4,151 shares; 2025Q3: 14,276 shares; 2025Q4: 14,506 shares; 2026Q1: 13,047 shares; 2026Q2: 531,029 shares 531,029 $21M 0.14% +517,982 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: 4,247 shares; 2024Q4: 6,980 shares; 2025Q1: 5,013 shares; 2025Q2: 8,701 shares; 2025Q3: 194,479 shares; 2025Q4: 47,898 shares; 2026Q1: 73,108 shares; 2026Q2: 363,882 shares 363,882 $21M 0.14% +290,774 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 296 shares; 2025Q1: 314 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 6,081 shares; 2026Q1: 23,732 shares; 2026Q2: 82,347 shares 82,347 $20.8M 0.14% +58,615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: not reported; 2025Q4: 2,005 shares; 2026Q1: 71,221 shares; 2026Q2: 201,520 shares 201,520 $20.3M 0.13% +130,299 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: 11,303 shares; 2024Q4: 27,720 shares; 2025Q1: 38,185 shares; 2025Q2: 29,823 shares; 2025Q3: 61,071 shares; 2025Q4: 52,901 shares; 2026Q1: 95,625 shares; 2026Q2: 476,906 shares 476,906 $20.2M 0.13% +381,281 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 93 shares; 2025Q1: 113 shares; 2025Q2: 387 shares; 2025Q3: 103,721 shares; 2025Q4: 1,795 shares; 2026Q1: 14,566 shares; 2026Q2: 69,718 shares 69,718 $20.2M 0.13% +55,152 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: 275 shares; 2024Q4: 1,187 shares; 2025Q1: 733 shares; 2025Q2: 1,134 shares; 2025Q3: 9,395 shares; 2025Q4: 4,109 shares; 2026Q1: 26,867 shares; 2026Q2: 202,087 shares 202,087 $19.9M 0.13% +175,220 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 287 shares; 2025Q4: 290 shares; 2026Q1: 407,452 shares; 2026Q2: 435,819 shares 435,819 $19.9M 0.13% +28,367 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 398,105 shares 398,105 $19.8M 0.13% new 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: 1,623 shares; 2024Q4: 2,960 shares; 2025Q1: 4,245 shares; 2025Q2: 10,239 shares; 2025Q3: 60,455 shares; 2025Q4: 21,528 shares; 2026Q1: 13,799 shares; 2026Q2: 108,887 shares 108,887 $19.7M 0.13% +95,088 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: 9,748 shares; 2024Q4: 38,977 shares; 2025Q1: 21,237 shares; 2025Q2: 31,096 shares; 2025Q3: 156,995 shares; 2025Q4: 74,022 shares; 2026Q1: 79,856 shares; 2026Q2: 811,104 shares 811,104 $19.5M 0.13% +731,248 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552,006 shares; 2024Q4: 562,793 shares; 2025Q1: 570,919 shares; 2025Q2: 586,925 shares; 2025Q3: not reported; 2025Q4: 604,679 shares; 2026Q1: 535,848 shares; 2026Q2: 478,612 shares 478,612 $19.5M 0.13% -57,236 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: 1,490 shares; 2024Q4: 1,563 shares; 2025Q1: 1,979 shares; 2025Q2: 2,321 shares; 2025Q3: 8,203 shares; 2025Q4: 5,515 shares; 2026Q1: 15,944 shares; 2026Q2: 45,507 shares 45,507 $19.4M 0.13% +29,563 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: 5,766 shares; 2024Q4: 8,658 shares; 2025Q1: 20,465 shares; 2025Q2: 12,460 shares; 2025Q3: 35,027 shares; 2025Q4: 27,918 shares; 2026Q1: 38,675 shares; 2026Q2: 265,735 shares 265,735 $19.1M 0.13% +227,060 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: 745,080 shares; 2024Q4: 766,930 shares; 2025Q1: 797,261 shares; 2025Q2: 821,602 shares; 2025Q3: not reported; 2025Q4: 919,529 shares; 2026Q1: 302,736 shares; 2026Q2: 360,543 shares 360,543 $18.9M 0.13% +57,807 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: 76,580 shares; 2024Q4: 73,271 shares; 2025Q1: 64,631 shares; 2025Q2: 60,633 shares; 2025Q3: 433,526 shares; 2025Q4: 171,173 shares; 2026Q1: 96,433 shares; 2026Q2: 249,615 shares 249,615 $18.8M 0.13% +153,182 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: 10,410 shares; 2024Q4: 9,551 shares; 2025Q1: 8,246 shares; 2025Q2: 8,570 shares; 2025Q3: not reported; 2025Q4: 45,428 shares; 2026Q1: 98,798 shares; 2026Q2: 198,697 shares 198,697 $18.8M 0.12% +99,899 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364,643 shares 364,643 $18.7M 0.12% new 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: 665,563 shares 665,563 $18.7M 0.12% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 509 shares; 2025Q1: 376 shares; 2025Q2: 2,403 shares; 2025Q3: 327,833 shares; 2025Q4: 37,663 shares; 2026Q1: 17,856 shares; 2026Q2: 197,853 shares 197,853 $18.5M 0.12% +179,997 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: 12 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: 469 shares; 2026Q1: 750 shares; 2026Q2: 194,779 shares 194,779 $18.4M 0.12% +194,029 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: 782 shares; 2024Q4: 2,861 shares; 2025Q1: 3,221 shares; 2025Q2: 2,355 shares; 2025Q3: not reported; 2025Q4: 8,011 shares; 2026Q1: 32,814 shares; 2026Q2: 61,143 shares 61,143 $18.4M 0.12% +28,329 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: not reported; 2025Q4: 1,560 shares; 2026Q1: 798 shares; 2026Q2: 206,708 shares 206,708 $18.3M 0.12% +205,910 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: 267 shares; 2024Q4: 1,273 shares; 2025Q1: 949 shares; 2025Q2: 893 shares; 2025Q3: 18,686 shares; 2025Q4: 10,212 shares; 2026Q1: 6,465 shares; 2026Q2: 84,534 shares 84,534 $18.3M 0.12% +78,069 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 212 shares; 2025Q1: 283 shares; 2025Q2: 433 shares; 2025Q3: 24,088 shares; 2025Q4: 1,389 shares; 2026Q1: 1,463 shares; 2026Q2: 25,591 shares 25,591 $18.3M 0.12% +24,128 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: 79 shares; 2024Q4: 29 shares; 2025Q1: 1,198 shares; 2025Q2: 1,019 shares; 2025Q3: 260,715 shares; 2025Q4: 449 shares; 2026Q1: 13,796 shares; 2026Q2: 274,948 shares 274,948 $18.2M 0.12% +261,152 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: 712 shares; 2024Q4: 2,286 shares; 2025Q1: 1,823 shares; 2025Q2: 1,020 shares; 2025Q3: 3,034 shares; 2025Q4: 5,710 shares; 2026Q1: 5,229 shares; 2026Q2: 50,310 shares 50,310 $18.2M 0.12% +45,081 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: 198 shares; 2024Q4: 3,094 shares; 2025Q1: 1,555 shares; 2025Q2: 2,490 shares; 2025Q3: 37,624 shares; 2025Q4: 11,830 shares; 2026Q1: 8,690 shares; 2026Q2: 252,056 shares 252,056 $18.2M 0.12% +243,366 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: 24,036 shares; 2024Q4: 24,888 shares; 2025Q1: 26,390 shares; 2025Q2: 23,820 shares; 2025Q3: not reported; 2025Q4: 37,828 shares; 2026Q1: 87,989 shares; 2026Q2: 74,105 shares 74,105 $18M 0.12% -13,884 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: 105,677 shares; 2024Q4: 112,511 shares; 2025Q1: 117,998 shares; 2025Q2: 116,296 shares; 2025Q3: not reported; 2025Q4: 153,501 shares; 2026Q1: 160,917 shares; 2026Q2: 230,538 shares 230,538 $18M 0.12% +69,621 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,226 shares; 2024Q4: 7,922 shares; 2025Q1: 10,667 shares; 2025Q2: 7,249 shares; 2025Q3: 233,135 shares; 2025Q4: 18,931 shares; 2026Q1: 22,851 shares; 2026Q2: 229,905 shares 229,905 $17.7M 0.12% +207,054 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444 shares; 2024Q4: 1,406 shares; 2025Q1: 6,364 shares; 2025Q2: 3,506 shares; 2025Q3: 49,320 shares; 2025Q4: 5,161 shares; 2026Q1: 10,394 shares; 2026Q2: 120,377 shares 120,377 $17.6M 0.12% +109,983 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: not reported; 2024Q4: 95,882 shares; 2025Q1: 352,694 shares; 2025Q2: 301,461 shares; 2025Q3: not reported; 2025Q4: 330,859 shares; 2026Q1: 352,852 shares; 2026Q2: 394,802 shares 394,802 $17.5M 0.12% +41,950 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 269 shares; 2025Q1: 362 shares; 2025Q2: 412 shares; 2025Q3: 8,129 shares; 2025Q4: 2,626 shares; 2026Q1: 15,245 shares; 2026Q2: 152,966 shares 152,966 $17.5M 0.12% +137,721 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: 1,300 shares; 2025Q1: 2,164 shares; 2025Q2: 1,989 shares; 2025Q3: 221,209 shares; 2025Q4: 6,285 shares; 2026Q1: 9,436 shares; 2026Q2: 102,811 shares 102,811 $17.5M 0.12% +93,375 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 7,652 shares; 2025Q2: 9,413 shares; 2025Q3: 14,675 shares; 2025Q4: 8,728 shares; 2026Q1: 66,840 shares; 2026Q2: 351,383 shares 351,383 $17.3M 0.11% +284,543 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: 1,159 shares; 2024Q4: 2,389 shares; 2025Q1: 2,037 shares; 2025Q2: 2,823 shares; 2025Q3: 97,534 shares; 2025Q4: 9,488 shares; 2026Q1: 7,867 shares; 2026Q2: 67,792 shares 67,792 $17.3M 0.11% +59,925 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 192 shares; 2025Q1: 599 shares; 2025Q2: 502 shares; 2025Q3: 35,632 shares; 2025Q4: 3,360 shares; 2026Q1: 10,855 shares; 2026Q2: 55,048 shares 55,048 $17.2M 0.11% +44,193 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: 253 shares; 2024Q4: 1,081 shares; 2025Q1: 654 shares; 2025Q2: 1,147 shares; 2025Q3: 8,644 shares; 2025Q4: 3,188 shares; 2026Q1: 2,078 shares; 2026Q2: 145,488 shares 145,488 $17.2M 0.11% +143,410 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: 4,723 shares; 2024Q4: 16,278 shares; 2025Q1: 10,003 shares; 2025Q2: 9,561 shares; 2025Q3: 224,794 shares; 2025Q4: 25,531 shares; 2026Q1: 31,713 shares; 2026Q2: 126,658 shares 126,658 $17.1M 0.11% +94,945 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 6,055 shares; 2026Q1: 5,557 shares; 2026Q2: 108,071 shares 108,071 $17.1M 0.11% +102,514 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 3,072 shares; 2025Q4: 2,769 shares; 2026Q1: 6,589 shares; 2026Q2: 684,591 shares 684,591 $17M 0.11% +678,002 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: 374 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 3,161 shares; 2025Q3: 7,226 shares; 2025Q4: 3,954 shares; 2026Q1: 2,080 shares; 2026Q2: 32,444 shares 32,444 $16.9M 0.11% +30,364 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 781,914 shares 781,914 $16.9M 0.11% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,011 shares; 2025Q2: 42,667 shares; 2025Q3: 33,230 shares; 2025Q4: 43,319 shares; 2026Q1: 200,239 shares; 2026Q2: 507,558 shares 507,558 $16.9M 0.11% +307,319 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,719 shares; 2024Q4: 12,189 shares; 2025Q1: 11,998 shares; 2025Q2: 11,943 shares; 2025Q3: not reported; 2025Q4: 11,250 shares; 2026Q1: 11,088 shares; 2026Q2: 284,327 shares 284,327 $16.7M 0.11% +273,239 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: 53,355 shares; 2024Q4: 58,846 shares; 2025Q1: 63,849 shares; 2025Q2: 111,389 shares; 2025Q3: 131,266 shares; 2025Q4: 137,151 shares; 2026Q1: 144,488 shares; 2026Q2: 344,914 shares 344,914 $16.7M 0.11% +200,426 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,232 shares; 2025Q1: 1,237 shares; 2025Q2: 2,558 shares; 2025Q3: not reported; 2025Q4: 13,594 shares; 2026Q1: 13,639 shares; 2026Q2: 220,966 shares 220,966 $16.6M 0.11% +207,327 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 731,584 shares 731,584 $16.3M 0.11% new 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: 2,054 shares; 2024Q4: 2,109 shares; 2025Q1: 648 shares; 2025Q2: 1,006 shares; 2025Q3: 12,696 shares; 2025Q4: 9,960 shares; 2026Q1: 10,298 shares; 2026Q2: 54,124 shares 54,124 $16.1M 0.11% +43,826 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: 512 shares; 2024Q4: 996 shares; 2025Q1: 900 shares; 2025Q2: 940 shares; 2025Q3: 3,636 shares; 2025Q4: 1,664 shares; 2026Q1: 1,204 shares; 2026Q2: 53,322 shares 53,322 $16.1M 0.11% +52,118 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: 565 shares; 2024Q4: 212,822 shares; 2025Q1: 117,633 shares; 2025Q2: 164,530 shares; 2025Q3: not reported; 2025Q4: 185,754 shares; 2026Q1: 191,173 shares; 2026Q2: 310,211 shares 310,211 $16.1M 0.11% +119,038 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 816,899 shares 816,899 $16M 0.11% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531,988 shares; 2024Q4: 1,928,594 shares; 2025Q1: 1,926,036 shares; 2025Q2: 2,006,773 shares; 2025Q3: 3,775,532 shares; 2025Q4: 2,136,717 shares; 2026Q1: 868,355 shares; 2026Q2: 894,648 shares 894,648 $16M 0.11% +26,293 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: 5,302 shares; 2024Q4: 5,812 shares; 2025Q1: 5,301 shares; 2025Q2: 11,680 shares; 2025Q3: not reported; 2025Q4: 32,731 shares; 2026Q1: 34,342 shares; 2026Q2: 300,296 shares 300,296 $15.9M 0.11% +265,954 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: not reported; 2026Q2: 807,564 shares 807,564 $15.8M 0.1% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: not reported; 2026Q2: 633,193 shares 633,193 $15.6M 0.1% new 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: 3,922 shares; 2024Q4: 12,782 shares; 2025Q1: 11,456 shares; 2025Q2: 12,076 shares; 2025Q3: 37,365 shares; 2025Q4: 35,059 shares; 2026Q1: 42,190 shares; 2026Q2: 177,718 shares 177,718 $15.6M 0.1% +135,528 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: not reported; 2025Q4: 522 shares; 2026Q1: not reported; 2026Q2: 765,181 shares 765,181 $15.6M 0.1% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 2,559 shares; 2025Q1: 2,964 shares; 2025Q2: 3,746 shares; 2025Q3: 3,991 shares; 2025Q4: 7,162 shares; 2026Q1: 4,979 shares; 2026Q2: 160,822 shares 160,822 $15.4M 0.1% +155,843 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: 1,009 shares; 2024Q4: 2,506 shares; 2025Q1: 1,922 shares; 2025Q2: 1,700 shares; 2025Q3: 3,947 shares; 2025Q4: 2,913 shares; 2026Q1: 1,666 shares; 2026Q2: 7,686 shares 7,686 $15.3M 0.1% +6,020 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: 1,006 shares; 2024Q4: 958 shares; 2025Q1: 1,261 shares; 2025Q2: 3,391 shares; 2025Q3: 102,520 shares; 2025Q4: 3,597 shares; 2026Q1: 5,852 shares; 2026Q2: 162,981 shares 162,981 $15.2M 0.1% +157,129 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 5,046 shares; 2025Q1: 4,873 shares; 2025Q2: 3,805 shares; 2025Q3: 33,373 shares; 2025Q4: 4,018 shares; 2026Q1: 11,116 shares; 2026Q2: 350,059 shares 350,059 $15.1M 0.1% +338,943 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 2,451 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: not reported; 2025Q4: 19,751 shares; 2026Q1: 31,296 shares; 2026Q2: 327,954 shares 327,954 $14.9M 0.1% +296,658 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 29 shares; 2025Q1: 173 shares; 2025Q2: 252 shares; 2025Q3: 307 shares; 2025Q4: 780 shares; 2026Q1: 9,493 shares; 2026Q2: 20,883 shares 20,883 $14.7M 0.1% +11,390 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: 383 shares; 2026Q1: 2,714 shares; 2026Q2: 291,470 shares 291,470 $14.7M 0.1% +288,756 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,716 shares; 2025Q3: not reported; 2025Q4: 2,109 shares; 2026Q1: 2,020 shares; 2026Q2: 34,374 shares 34,374 $14.7M 0.1% +32,354 Timeline FXL 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: 10,400 shares; 2024Q4: 9,911 shares; 2025Q1: 9,226 shares; 2025Q2: 9,803 shares; 2025Q3: not reported; 2025Q4: 9,758 shares; 2026Q1: 9,860 shares; 2026Q2: 67,443 shares 67,443 $14.7M 0.1% +57,583 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 361 shares; 2025Q1: 382 shares; 2025Q2: 492 shares; 2025Q3: 4,092 shares; 2025Q4: 852 shares; 2026Q1: 295 shares; 2026Q2: 214,970 shares 214,970 $14.6M 0.1% +214,675 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,755 shares; 2024Q4: 275,808 shares; 2025Q1: 299,546 shares; 2025Q2: 311,802 shares; 2025Q3: not reported; 2025Q4: 326,465 shares; 2026Q1: 140,078 shares; 2026Q2: 175,491 shares 175,491 $14.4M 0.1% +35,413 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,045 shares; 2024Q4: 15,314 shares; 2025Q1: 14,586 shares; 2025Q2: 27,871 shares; 2025Q3: not reported; 2025Q4: 74,810 shares; 2026Q1: 37,670 shares; 2026Q2: 196,678 shares 196,678 $14.4M 0.1% +159,008 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: 3,333 shares; 2024Q4: 3,468 shares; 2025Q1: 3,418 shares; 2025Q2: 3,307 shares; 2025Q3: 15,264 shares; 2025Q4: 9,498 shares; 2026Q1: 9,759 shares; 2026Q2: 65,344 shares 65,344 $14.4M 0.1% +55,585 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,277 shares; 2024Q4: 59,206 shares; 2025Q1: 39,537 shares; 2025Q2: 44,403 shares; 2025Q3: not reported; 2025Q4: 53,122 shares; 2026Q1: 56,635 shares; 2026Q2: 160,318 shares 160,318 $14.4M 0.1% +103,683 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,249 shares; 2024Q4: 2,348 shares; 2025Q1: 5,034 shares; 2025Q2: 4,250 shares; 2025Q3: 25,544 shares; 2025Q4: 4,741 shares; 2026Q1: 8,666 shares; 2026Q2: 41,735 shares 41,735 $14.2M 0.09% +33,069 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,381 shares; 2025Q2: 192,464 shares; 2025Q3: 5,896,228 shares; 2025Q4: 212,796 shares; 2026Q1: 212,540 shares; 2026Q2: 342,928 shares 342,928 $14.1M 0.09% +130,388 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: 550 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 30,586 shares; 2025Q4: 597 shares; 2026Q1: 528 shares; 2026Q2: 187,282 shares 187,282 $14.1M 0.09% +186,754 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: 872 shares; 2024Q4: 1,115 shares; 2025Q1: 773 shares; 2025Q2: 2,130 shares; 2025Q3: 290,246 shares; 2025Q4: 9,314 shares; 2026Q1: 16,476 shares; 2026Q2: 188,992 shares 188,992 $14.1M 0.09% +172,516 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: 176 shares; 2024Q4: 574 shares; 2025Q1: 1,102 shares; 2025Q2: 4,279 shares; 2025Q3: not reported; 2025Q4: 7,174 shares; 2026Q1: 5,871 shares; 2026Q2: 118,187 shares 118,187 $14.1M 0.09% +112,316 Timeline VPL 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 121,425 shares 121,425 $14M 0.09% +121,231 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: 167 shares; 2024Q4: 175 shares; 2025Q1: 1,509 shares; 2025Q2: 1,359 shares; 2025Q3: 24,068 shares; 2025Q4: 3,042 shares; 2026Q1: 3,665 shares; 2026Q2: 32,540 shares 32,540 $14M 0.09% +28,875 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,086 shares; 2024Q4: 244,986 shares; 2025Q1: 263,987 shares; 2025Q2: 276,008 shares; 2025Q3: not reported; 2025Q4: 300,048 shares; 2026Q1: 99,943 shares; 2026Q2: 127,984 shares 127,984 $14M 0.09% +28,041 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310,391 shares; 2025Q2: 455,983 shares; 2025Q3: not reported; 2025Q4: 542,764 shares; 2026Q1: 603,766 shares; 2026Q2: 660,774 shares 660,774 $13.8M 0.09% +57,008 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: 258,277 shares; 2024Q4: 997,059 shares; 2025Q1: 92,256 shares; 2025Q2: 194,251 shares; 2025Q3: not reported; 2025Q4: 146,435 shares; 2026Q1: 167,411 shares; 2026Q2: 406,763 shares 406,763 $13.8M 0.09% +239,352 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 66,296 shares; 2026Q2: 559,235 shares 559,235 $13.8M 0.09% +492,939 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: 724 shares; 2024Q4: 698 shares; 2025Q1: 1,711 shares; 2025Q2: 4,799 shares; 2025Q3: not reported; 2025Q4: 4,745 shares; 2026Q1: 30,216 shares; 2026Q2: 154,993 shares 154,993 $13.6M 0.09% +124,777 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: 541 shares; 2024Q4: 1,167 shares; 2025Q1: 476 shares; 2025Q2: 1,613 shares; 2025Q3: 13,381 shares; 2025Q4: 10,608 shares; 2026Q1: 10,537 shares; 2026Q2: 156,537 shares 156,537 $13.6M 0.09% +146,000 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,763 shares 135,763 $13.6M 0.09% new 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: 482 shares; 2025Q2: 236 shares; 2025Q3: 27,855 shares; 2025Q4: 49 shares; 2026Q1: 466 shares; 2026Q2: 5,964 shares 5,964 $13.6M 0.09% +5,498 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 557 shares; 2025Q2: 817 shares; 2025Q3: 148,056 shares; 2025Q4: 423 shares; 2026Q1: 6,007 shares; 2026Q2: 118,402 shares 118,402 $13.4M 0.09% +112,395 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,495 shares; 2025Q3: not reported; 2025Q4: 44,722 shares; 2026Q1: 32,471 shares; 2026Q2: 107,389 shares 107,389 $13.4M 0.09% +74,918 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 108,306 shares; 2026Q2: 266,155 shares 266,155 $13.3M 0.09% +157,849 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: 2,005 shares; 2024Q4: 2,852 shares; 2025Q1: 2,448 shares; 2025Q2: 2,174 shares; 2025Q3: 8,207 shares; 2025Q4: 7,075 shares; 2026Q1: 5,398 shares; 2026Q2: 39,065 shares 39,065 $13.2M 0.09% +33,667 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: not reported; 2024Q4: 108 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 727 shares; 2025Q4: 1,354 shares; 2026Q1: 1,026 shares; 2026Q2: 828,427 shares 828,427 $13.2M 0.09% +827,401 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 1,959 shares; 2025Q1: 3,057 shares; 2025Q2: 5,470 shares; 2025Q3: 43,011 shares; 2025Q4: 39,746 shares; 2026Q1: 13,558 shares; 2026Q2: 242,646 shares 242,646 $13.2M 0.09% +229,088 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 1,894 shares; 2025Q2: 2,093 shares; 2025Q3: 99,279 shares; 2025Q4: 7,518 shares; 2026Q1: 10,277 shares; 2026Q2: 74,600 shares 74,600 $13.2M 0.09% +64,323 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: 4,682 shares; 2024Q4: 7,564 shares; 2025Q1: 5,211 shares; 2025Q2: 4,834 shares; 2025Q3: 54,982 shares; 2025Q4: 30,247 shares; 2026Q1: 41,591 shares; 2026Q2: 144,198 shares 144,198 $13.1M 0.09% +102,607 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 110,705 shares; 2025Q1: 181,949 shares; 2025Q2: 218,141 shares; 2025Q3: not reported; 2025Q4: 229,116 shares; 2026Q1: 237,546 shares; 2026Q2: 299,996 shares 299,996 $12.9M 0.09% +62,450 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: 685 shares; 2024Q4: 2,374 shares; 2025Q1: 1,245 shares; 2025Q2: 1,248 shares; 2025Q3: 9,569 shares; 2025Q4: 4,386 shares; 2026Q1: 3,268 shares; 2026Q2: 25,376 shares 25,376 $12.9M 0.09% +22,108 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: 4,085 shares; 2024Q4: 10,716 shares; 2025Q1: 6,635 shares; 2025Q2: 7,830 shares; 2025Q3: 61,818 shares; 2025Q4: 31,085 shares; 2026Q1: 32,641 shares; 2026Q2: 84,336 shares 84,336 $12.8M 0.08% +51,695 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: 99 shares; 2024Q4: 1,326 shares; 2025Q1: 623 shares; 2025Q2: 744 shares; 2025Q3: 6,987 shares; 2025Q4: 3,303 shares; 2026Q1: 1,887 shares; 2026Q2: 13,206 shares 13,206 $12.7M 0.08% +11,319 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364 shares; 2024Q4: 631 shares; 2025Q1: 3,681 shares; 2025Q2: 1,905 shares; 2025Q3: 202,610 shares; 2025Q4: 6,538 shares; 2026Q1: 22,552 shares; 2026Q2: 196,492 shares 196,492 $12.6M 0.08% +173,940 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 15,326 shares; 2025Q1: 19,729 shares; 2025Q2: 20,878 shares; 2025Q3: not reported; 2025Q4: 30,395 shares; 2026Q1: 73,853 shares; 2026Q2: 427,521 shares 427,521 $12.6M 0.08% +353,668 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: 17,251 shares; 2024Q4: 326,589 shares; 2025Q1: 223,508 shares; 2025Q2: 267,136 shares; 2025Q3: not reported; 2025Q4: 109,481 shares; 2026Q1: 108,387 shares; 2026Q2: 133,774 shares 133,774 $12.6M 0.08% +25,387 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 5,881 shares; 2025Q1: 9,431 shares; 2025Q2: 8,301 shares; 2025Q3: 28,117 shares; 2025Q4: 15,317 shares; 2026Q1: 17,109 shares; 2026Q2: 120,627 shares 120,627 $12.5M 0.08% +103,518 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,137 shares; 2025Q1: 408 shares; 2025Q2: 801 shares; 2025Q3: 2,040 shares; 2025Q4: 2,440 shares; 2026Q1: 1,103 shares; 2026Q2: 46,715 shares 46,715 $12.5M 0.08% +45,612 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: 121 shares; 2024Q4: 6,100 shares; 2025Q1: 3,411 shares; 2025Q2: 11,964 shares; 2025Q3: 26,121 shares; 2025Q4: 15,925 shares; 2026Q1: 27,299 shares; 2026Q2: 96,518 shares 96,518 $12.5M 0.08% +69,219 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: 20,938 shares; 2024Q4: 22,136 shares; 2025Q1: 23,889 shares; 2025Q2: 24,156 shares; 2025Q3: not reported; 2025Q4: 40,238 shares; 2026Q1: 50,756 shares; 2026Q2: 213,937 shares 213,937 $12.5M 0.08% +163,181 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: 1,208 shares; 2024Q4: 1,951 shares; 2025Q1: 1,460 shares; 2025Q2: 1,473 shares; 2025Q3: 5,886 shares; 2025Q4: 2,398 shares; 2026Q1: 4,989 shares; 2026Q2: 12,712 shares 12,712 $12.4M 0.08% +7,723 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,751 shares; 2024Q4: 5,059 shares; 2025Q1: 7,539 shares; 2025Q2: 7,907 shares; 2025Q3: 10,670 shares; 2025Q4: 10,271 shares; 2026Q1: 20,450 shares; 2026Q2: 693,356 shares 693,356 $12.4M 0.08% +672,906 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: 2,047 shares; 2024Q4: 13,200 shares; 2025Q1: 5,640 shares; 2025Q2: 5,528 shares; 2025Q3: 69,753 shares; 2025Q4: 26,476 shares; 2026Q1: 109,221 shares; 2026Q2: 254,924 shares 254,924 $12.1M 0.08% +145,703 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: 1,123 shares; 2024Q4: 791 shares; 2025Q1: 3,006 shares; 2025Q2: 2,096 shares; 2025Q3: 29,827 shares; 2025Q4: 13,465 shares; 2026Q1: 11,426 shares; 2026Q2: 91,654 shares 91,654 $12M 0.08% +80,228 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: 1,659 shares; 2024Q4: 12,580 shares; 2025Q1: 5,192 shares; 2025Q2: 6,712 shares; 2025Q3: 280,337 shares; 2025Q4: 15,543 shares; 2026Q1: 15,577 shares; 2026Q2: 170,540 shares 170,540 $11.9M 0.08% +154,963 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,503 shares; 2024Q4: 8,504 shares; 2025Q1: 8,199 shares; 2025Q2: 21,910 shares; 2025Q3: 28,337 shares; 2025Q4: 21,198 shares; 2026Q1: 21,601 shares; 2026Q2: 101,061 shares 101,061 $11.9M 0.08% +79,460 Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES 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: 71,190 shares; 2025Q3: 143,727 shares; 2025Q4: 141,483 shares; 2026Q1: 360,955 shares; 2026Q2: 473,007 shares 473,007 $11.9M 0.08% +112,052 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,760 shares; 2024Q4: 11,278 shares; 2025Q1: 10,428 shares; 2025Q2: 10,521 shares; 2025Q3: 18,496 shares; 2025Q4: 15,042 shares; 2026Q1: 9,239 shares; 2026Q2: 165,609 shares 165,609 $11.8M 0.08% +156,370 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540,076 shares 540,076 $11.7M 0.08% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,704 shares; 2025Q3: not reported; 2025Q4: 3,659 shares; 2026Q1: 3,659 shares; 2026Q2: 180,768 shares 180,768 $11.7M 0.08% +177,109 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: 18,901 shares; 2024Q4: 4,429 shares; 2025Q1: 16,222 shares; 2025Q2: 193,687 shares; 2025Q3: not reported; 2025Q4: 203,450 shares; 2026Q1: 39,887 shares; 2026Q2: 83,956 shares 83,956 $11.5M 0.08% +44,069 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: not reported; 2026Q2: 224,948 shares 224,948 $11.5M 0.08% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 1,609 shares; 2025Q1: 1,634 shares; 2025Q2: 2,225 shares; 2025Q3: not reported; 2025Q4: 19,253 shares; 2026Q1: 48,516 shares; 2026Q2: 110,196 shares 110,196 $11.4M 0.08% +61,680 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: 3,840 shares; 2024Q4: 5,409 shares; 2025Q1: 4,458 shares; 2025Q2: 6,299 shares; 2025Q3: 87,650 shares; 2025Q4: 41,356 shares; 2026Q1: 26,392 shares; 2026Q2: 138,486 shares 138,486 $11.4M 0.08% +112,094 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 609,775 shares; 2025Q1: 370,084 shares; 2025Q2: 493,880 shares; 2025Q3: not reported; 2025Q4: 535,845 shares; 2026Q1: 556,185 shares; 2026Q2: 581,366 shares 581,366 $11.4M 0.08% +25,181 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: 27,615 shares; 2024Q4: 9,388 shares; 2025Q1: 14,096 shares; 2025Q2: 25,533 shares; 2025Q3: not reported; 2025Q4: 29,933 shares; 2026Q1: 68,776 shares; 2026Q2: 57,354 shares 57,354 $11.3M 0.08% -11,422 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 2,645 shares; 2025Q1: 1,119 shares; 2025Q2: 3,234 shares; 2025Q3: 8,557 shares; 2025Q4: 7,470 shares; 2026Q1: 5,983 shares; 2026Q2: 43,887 shares 43,887 $11.2M 0.07% +37,904 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325,200 shares; 2025Q3: 369,559 shares; 2025Q4: 411,251 shares; 2026Q1: 431,251 shares; 2026Q2: 864,877 shares 864,877 $11.1M 0.07% +433,626 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: 587 shares; 2024Q4: 2,128 shares; 2025Q1: 2,496 shares; 2025Q2: 3,016 shares; 2025Q3: not reported; 2025Q4: 173,705 shares; 2026Q1: 65,271 shares; 2026Q2: 142,918 shares 142,918 $10.9M 0.07% +77,647 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 352 shares; 2025Q1: 427 shares; 2025Q2: 758 shares; 2025Q3: not reported; 2025Q4: 54,608 shares; 2026Q1: 25,503 shares; 2026Q2: 44,214 shares 44,214 $10.9M 0.07% +18,711 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129,068 shares; 2025Q1: 142,647 shares; 2025Q2: 194,450 shares; 2025Q3: not reported; 2025Q4: 199,037 shares; 2026Q1: 206,456 shares; 2026Q2: 220,764 shares 220,764 $10.9M 0.07% +14,308 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: 5,127 shares; 2024Q4: 13,894 shares; 2025Q1: 19,212 shares; 2025Q2: 18,446 shares; 2025Q3: 93,344 shares; 2025Q4: 61,518 shares; 2026Q1: 93,324 shares; 2026Q2: 441,469 shares 441,469 $10.8M 0.07% +348,145 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: 222 shares; 2024Q4: 916 shares; 2025Q1: 753 shares; 2025Q2: 928 shares; 2025Q3: 41,535 shares; 2025Q4: 9,264 shares; 2026Q1: 10,045 shares; 2026Q2: 31,780 shares 31,780 $10.8M 0.07% +21,735 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: 115,293 shares; 2024Q4: 113,651 shares; 2025Q1: 110,493 shares; 2025Q2: 6,614 shares; 2025Q3: not reported; 2025Q4: 32,461 shares; 2026Q1: 29,096 shares; 2026Q2: 47,295 shares 47,295 $10.7M 0.07% +18,199 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 1,699 shares; 2025Q1: 1,466 shares; 2025Q2: 1,716 shares; 2025Q3: 62,302 shares; 2025Q4: 2,770 shares; 2026Q1: 4,739 shares; 2026Q2: 63,441 shares 63,441 $10.7M 0.07% +58,702 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: 886 shares; 2024Q4: 1,747 shares; 2025Q1: 2,039 shares; 2025Q2: 1,958 shares; 2025Q3: not reported; 2025Q4: 6,442 shares; 2026Q1: 3,014 shares; 2026Q2: 66,614 shares 66,614 $10.6M 0.07% +63,600 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 566 shares; 2025Q1: 323 shares; 2025Q2: 171 shares; 2025Q3: 856 shares; 2025Q4: 930 shares; 2026Q1: 626 shares; 2026Q2: 60,382 shares 60,382 $10.5M 0.07% +59,756 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: 69 shares; 2024Q4: 96 shares; 2025Q1: 135 shares; 2025Q2: 2,724 shares; 2025Q3: 125,835 shares; 2025Q4: 83,158 shares; 2026Q1: 24,424 shares; 2026Q2: 114,198 shares 114,198 $10.5M 0.07% +89,774 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 1,505 shares; 2025Q3: 1,168 shares; 2025Q4: 1,362 shares; 2026Q1: 1,639 shares; 2026Q2: 248,056 shares 248,056 $10.5M 0.07% +246,417 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: 5,689 shares; 2024Q4: 5,978 shares; 2025Q1: 5,806 shares; 2025Q2: 5,706 shares; 2025Q3: not reported; 2025Q4: 14,628 shares; 2026Q1: 11,129 shares; 2026Q2: 30,536 shares 30,536 $10.5M 0.07% +19,407 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189,959 shares 189,959 $10.5M 0.07% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 13,342 shares; 2025Q1: 4,319 shares; 2025Q2: 5,118 shares; 2025Q3: 223,670 shares; 2025Q4: 12,348 shares; 2026Q1: 7,551 shares; 2026Q2: 252,345 shares 252,345 $10.4M 0.07% +244,794 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: 1,340 shares; 2024Q4: 1,831 shares; 2025Q1: 1,611 shares; 2025Q2: 1,229 shares; 2025Q3: 19,153 shares; 2025Q4: 2,744 shares; 2026Q1: 2,447 shares; 2026Q2: 39,690 shares 39,690 $10.3M 0.07% +37,243 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 1,039 shares; 2025Q1: 1,473 shares; 2025Q2: 1,746 shares; 2025Q3: 12,996 shares; 2025Q4: 3,610 shares; 2026Q1: 2,216 shares; 2026Q2: 45,461 shares 45,461 $10.3M 0.07% +43,245 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,035 shares; 2026Q1: 5,122 shares; 2026Q2: 303,602 shares 303,602 $10.3M 0.07% +298,480 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,334 shares; 2024Q4: 14,138 shares; 2025Q1: 9,600 shares; 2025Q2: 13,642 shares; 2025Q3: 104,357 shares; 2025Q4: 24,092 shares; 2026Q1: 14,833 shares; 2026Q2: 136,566 shares 136,566 $10.2M 0.07% +121,733 Timeline LDSF 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: 643,026 shares; 2025Q1: 383,577 shares; 2025Q2: 470,281 shares; 2025Q3: not reported; 2025Q4: 540,407 shares; 2026Q1: 566,953 shares; 2026Q2: 532,477 shares 532,477 $10.1M 0.07% -34,476 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: 305 shares; 2024Q4: 393 shares; 2025Q1: 591 shares; 2025Q2: 566 shares; 2025Q3: 16,241 shares; 2025Q4: 8,282 shares; 2026Q1: 7,052 shares; 2026Q2: 25,103 shares 25,103 $9.97M 0.07% +18,051 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: 639 shares; 2024Q4: 122 shares; 2025Q1: 294 shares; 2025Q2: 484 shares; 2025Q3: 6,222 shares; 2025Q4: 3,714 shares; 2026Q1: 7,966 shares; 2026Q2: 36,105 shares 36,105 $9.95M 0.07% +28,139 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 209,760 shares; 2025Q1: 241,669 shares; 2025Q2: 351,595 shares; 2025Q3: not reported; 2025Q4: 228,526 shares; 2026Q1: 253,967 shares; 2026Q2: 275,290 shares 275,290 $9.95M 0.07% +21,323 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 495 shares; 2025Q1: 425 shares; 2025Q2: 890 shares; 2025Q3: 135,910 shares; 2025Q4: 1,059 shares; 2026Q1: 3,470 shares; 2026Q2: 56,486 shares 56,486 $9.93M 0.07% +53,016 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,085 shares; 2024Q4: 38,384 shares; 2025Q1: 34,906 shares; 2025Q2: 36,862 shares; 2025Q3: not reported; 2025Q4: 46,109 shares; 2026Q1: 44,710 shares; 2026Q2: 102,656 shares 102,656 $9.9M 0.07% +57,946 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: 30,065 shares; 2024Q4: 28,568 shares; 2025Q1: 27,248 shares; 2025Q2: 26,735 shares; 2025Q3: not reported; 2025Q4: 29,457 shares; 2026Q1: 30,741 shares; 2026Q2: 62,910 shares 62,910 $9.83M 0.07% +32,169 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 1,710 shares; 2025Q4: 3,561 shares; 2026Q1: 79,262 shares; 2026Q2: 123,608 shares 123,608 $9.82M 0.07% +44,346 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 550 shares; 2025Q1: 1,005 shares; 2025Q2: 987 shares; 2025Q3: 57,941 shares; 2025Q4: 1,944 shares; 2026Q1: 4,569 shares; 2026Q2: 38,301 shares 38,301 $9.8M 0.07% +33,732 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 84 shares; 2025Q1: 4,389 shares; 2025Q2: 4,591 shares; 2025Q3: 661,514 shares; 2025Q4: 17,894 shares; 2026Q1: 54,171 shares; 2026Q2: 581,298 shares 581,298 $9.78M 0.06% +527,127 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,119 shares; 2025Q1: 42 shares; 2025Q2: 381 shares; 2025Q3: 156,637 shares; 2025Q4: 1,509 shares; 2026Q1: 3,831 shares; 2026Q2: 66,342 shares 66,342 $9.71M 0.06% +62,511 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 238 shares; 2025Q3: 21,924 shares; 2025Q4: 1,349 shares; 2026Q1: 7,041 shares; 2026Q2: 185,243 shares 185,243 $9.6M 0.06% +178,202 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: 53,666 shares; 2024Q4: 40,347 shares; 2025Q1: 62,974 shares; 2025Q2: 64,510 shares; 2025Q3: not reported; 2025Q4: 67,433 shares; 2026Q1: 74,912 shares; 2026Q2: 125,167 shares 125,167 $9.6M 0.06% +50,255 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,088 shares; 2025Q3: 2,155 shares; 2025Q4: 1,168 shares; 2026Q1: 114,384 shares; 2026Q2: 903,927 shares 903,927 $9.49M 0.06% +789,543 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,006 shares; 2024Q4: 1,640 shares; 2025Q1: 1,806 shares; 2025Q2: 4,311 shares; 2025Q3: 32,166 shares; 2025Q4: 3,109 shares; 2026Q1: 1,138 shares; 2026Q2: 94,163 shares 94,163 $9.44M 0.06% +93,025 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 3,890 shares; 2025Q4: 3,275 shares; 2026Q1: 2,960 shares; 2026Q2: 421,993 shares 421,993 $9.39M 0.06% +419,033 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,002 shares; 2025Q1: 102,277 shares; 2025Q2: 140,714 shares; 2025Q3: 3,133,657 shares; 2025Q4: 153,472 shares; 2026Q1: 158,446 shares; 2026Q2: 192,847 shares 192,847 $9.38M 0.06% +34,401 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: 4 shares; 2024Q4: 1,238 shares; 2025Q1: 59 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: 57,668 shares; 2026Q1: 27,585 shares; 2026Q2: 108,221 shares 108,221 $9.35M 0.06% +80,636 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 8,851 shares; 2025Q1: 6,538 shares; 2025Q2: 7,144 shares; 2025Q3: not reported; 2025Q4: 20,989 shares; 2026Q1: 15,762 shares; 2026Q2: 173,520 shares 173,520 $9.3M 0.06% +157,758 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,531 shares; 2024Q4: 45,616 shares; 2025Q1: 51,885 shares; 2025Q2: 56,270 shares; 2025Q3: 54,026 shares; 2025Q4: 158,963 shares; 2026Q1: 152,253 shares; 2026Q2: 183,053 shares 183,053 $9.26M 0.06% +30,800 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 47,775 shares 47,775 $9.26M 0.06% +47,615 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 67 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 290 shares; 2025Q4: 131 shares; 2026Q1: 89 shares; 2026Q2: 5,444 shares 5,444 $9.24M 0.06% +5,355 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,892 shares; 2025Q1: 8,389 shares; 2025Q2: 9,889 shares; 2025Q3: not reported; 2025Q4: 605 shares; 2026Q1: 3,301 shares; 2026Q2: 61,464 shares 61,464 $9.23M 0.06% +58,163 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,099 shares; 2025Q2: 2,863 shares; 2025Q3: 4,684 shares; 2025Q4: 7,648 shares; 2026Q1: 8,116 shares; 2026Q2: 333,369 shares 333,369 $9.22M 0.06% +325,253 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,393 shares; 2024Q4: 5,012 shares; 2025Q1: 7,952 shares; 2025Q2: 9,005 shares; 2025Q3: not reported; 2025Q4: 8,463 shares; 2026Q1: 19,428 shares; 2026Q2: 147,846 shares 147,846 $9.2M 0.06% +128,418 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: 180 shares; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: not reported; 2025Q4: 18,866 shares; 2026Q1: 27,196 shares; 2026Q2: 83,145 shares 83,145 $9.17M 0.06% +55,949 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 20 shares; 2025Q1: 13 shares; 2025Q2: 27 shares; 2025Q3: 53 shares; 2025Q4: 19 shares; 2026Q1: not reported; 2026Q2: 7,673 shares 7,673 $9.17M 0.06% new 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: 162 shares; 2024Q4: 444 shares; 2025Q1: 472 shares; 2025Q2: 589 shares; 2025Q3: 4,367 shares; 2025Q4: 3,926 shares; 2026Q1: 2,950 shares; 2026Q2: 14,430 shares 14,430 $9.15M 0.06% +11,480 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: 6,428 shares; 2024Q4: 7,399 shares; 2025Q1: 7,199 shares; 2025Q2: 7,844 shares; 2025Q3: not reported; 2025Q4: 16,482 shares; 2026Q1: 25,086 shares; 2026Q2: 47,723 shares 47,723 $9.15M 0.06% +22,637 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 1,846 shares; 2025Q1: 1,747 shares; 2025Q2: 1,052 shares; 2025Q3: 17,180 shares; 2025Q4: 6,906 shares; 2026Q1: 12,111 shares; 2026Q2: 59,438 shares 59,438 $9.13M 0.06% +47,327 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: 412 shares; 2024Q4: 1,263 shares; 2025Q1: 2,930 shares; 2025Q2: 3,520 shares; 2025Q3: 25,076 shares; 2025Q4: 19,437 shares; 2026Q1: 6,170 shares; 2026Q2: 94,918 shares 94,918 $9.09M 0.06% +88,748 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507 shares; 2024Q4: 5,265 shares; 2025Q1: 5,185 shares; 2025Q2: 4,473 shares; 2025Q3: not reported; 2025Q4: 17,415 shares; 2026Q1: 74,724 shares; 2026Q2: 245,024 shares 245,024 $9.07M 0.06% +170,300 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 1,432 shares; 2025Q3: not reported; 2025Q4: 7,108 shares; 2026Q1: 44,302 shares; 2026Q2: 132,594 shares 132,594 $9.07M 0.06% +88,292 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 703 shares; 2025Q1: 1,002 shares; 2025Q2: 1,144 shares; 2025Q3: 3,699 shares; 2025Q4: 10,375 shares; 2026Q1: 14,870 shares; 2026Q2: 91,175 shares 91,175 $9.05M 0.06% +76,305 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,285 shares; 2026Q1: 55,847 shares; 2026Q2: 101,509 shares 101,509 $9.01M 0.06% +45,662 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459,994 shares 459,994 $8.99M 0.06% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: 1,350 shares; 2026Q1: 1,900 shares; 2026Q2: 202,996 shares 202,996 $8.88M 0.06% +201,096 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: 35,925 shares; 2024Q4: 215,293 shares; 2025Q1: 194,035 shares; 2025Q2: 208,416 shares; 2025Q3: not reported; 2025Q4: 206,931 shares; 2026Q1: 228,761 shares; 2026Q2: 242,631 shares 242,631 $8.86M 0.06% +13,870 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,479 shares; 2025Q1: 947 shares; 2025Q2: 1,091 shares; 2025Q3: 15,960 shares; 2025Q4: 8,647 shares; 2026Q1: 3,117 shares; 2026Q2: 141,632 shares 141,632 $8.78M 0.06% +138,515 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: 9,808 shares; 2024Q4: 14,777 shares; 2025Q1: 14,193 shares; 2025Q2: 16,497 shares; 2025Q3: 40,194 shares; 2025Q4: 21,072 shares; 2026Q1: 21,212 shares; 2026Q2: 120,900 shares 120,900 $8.72M 0.06% +99,688 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,065 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 7,235 shares; 2026Q1: 6,065 shares; 2026Q2: 218,453 shares 218,453 $8.64M 0.06% +212,388 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,356 shares; 2024Q4: 124,542 shares; 2025Q1: 94,701 shares; 2025Q2: 73,950 shares; 2025Q3: not reported; 2025Q4: 67,643 shares; 2026Q1: 64,360 shares; 2026Q2: 173,123 shares 173,123 $8.62M 0.06% +108,763 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 14 shares; 2025Q1: 37 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 1,539 shares; 2026Q1: 29,734 shares; 2026Q2: 135,949 shares 135,949 $8.57M 0.06% +106,215 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: 27,694 shares; 2025Q1: 22,427 shares; 2025Q2: 21,364 shares; 2025Q3: not reported; 2025Q4: 16,427 shares; 2026Q1: 14,426 shares; 2026Q2: 28,109 shares 28,109 $8.57M 0.06% +13,683 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: 1,003 shares; 2024Q4: 11,618 shares; 2025Q1: 14,732 shares; 2025Q2: 14,206 shares; 2025Q3: 33,930 shares; 2025Q4: 15,627 shares; 2026Q1: 15,689 shares; 2026Q2: 59,238 shares 59,238 $8.57M 0.06% +43,549 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: 1,383 shares; 2024Q4: 2,248 shares; 2025Q1: 2,301 shares; 2025Q2: 3,516 shares; 2025Q3: 164,484 shares; 2025Q4: 33,252 shares; 2026Q1: 24,694 shares; 2026Q2: 92,395 shares 92,395 $8.53M 0.06% +67,701 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 403 shares; 2025Q1: 807 shares; 2025Q2: 749 shares; 2025Q3: 9,370 shares; 2025Q4: 820 shares; 2026Q1: 1,229 shares; 2026Q2: 10,223 shares 10,223 $8.48M 0.06% +8,994 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,687 shares; 2024Q4: 7,517 shares; 2025Q1: 6,496 shares; 2025Q2: 19,805 shares; 2025Q3: 24,285 shares; 2025Q4: 18,206 shares; 2026Q1: 16,512 shares; 2026Q2: 50,321 shares 50,321 $8.39M 0.06% +33,809 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 13,712 shares; 2025Q3: not reported; 2025Q4: 16,628 shares; 2026Q1: 18,927 shares; 2026Q2: 54,846 shares 54,846 $8.35M 0.06% +35,919 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,611 shares; 2025Q2: 150,089 shares; 2025Q3: not reported; 2025Q4: 173,381 shares; 2026Q1: 191,547 shares; 2026Q2: 210,803 shares 210,803 $8.27M 0.05% +19,256 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: 537 shares; 2024Q4: 1,306 shares; 2025Q1: 3,305 shares; 2025Q2: 3,397 shares; 2025Q3: not reported; 2025Q4: 5,553 shares; 2026Q1: 3,561 shares; 2026Q2: 44,315 shares 44,315 $8.21M 0.05% +40,754 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: 13,830 shares; 2024Q4: 9,725 shares; 2025Q1: 247,415 shares; 2025Q2: 8,259 shares; 2025Q3: not reported; 2025Q4: 63,957 shares; 2026Q1: 34,099 shares; 2026Q2: 89,497 shares 89,497 $8.2M 0.05% +55,398 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 456 shares; 2025Q1: 932 shares; 2025Q2: 792 shares; 2025Q3: 112,516 shares; 2025Q4: 5,132 shares; 2026Q1: 4,755 shares; 2026Q2: 57,264 shares 57,264 $8.19M 0.05% +52,509 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 763 shares; 2025Q3: 290 shares; 2025Q4: 2,955 shares; 2026Q1: 8,023 shares; 2026Q2: 218,224 shares 218,224 $8.19M 0.05% +210,201 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: 719 shares; 2024Q4: 678 shares; 2025Q1: 1,351 shares; 2025Q2: 2,273 shares; 2025Q3: 5,453 shares; 2025Q4: 2,636 shares; 2026Q1: 3,451 shares; 2026Q2: 10,786 shares 10,786 $8.15M 0.05% +7,335 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: 6,040 shares; 2024Q4: 15,718 shares; 2025Q1: 11,385 shares; 2025Q2: 11,022 shares; 2025Q3: 68,965 shares; 2025Q4: 37,654 shares; 2026Q1: 14,712 shares; 2026Q2: 84,579 shares 84,579 $8.14M 0.05% +69,867 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 439 shares; 2025Q1: 276 shares; 2025Q2: 407 shares; 2025Q3: 24,644 shares; 2025Q4: 678 shares; 2026Q1: 1,538 shares; 2026Q2: 16,690 shares 16,690 $8.08M 0.05% +15,152 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: 159 shares; 2024Q4: 401 shares; 2025Q1: 427 shares; 2025Q2: 879 shares; 2025Q3: 2,303 shares; 2025Q4: 2,346 shares; 2026Q1: 1,204 shares; 2026Q2: 32,278 shares 32,278 $8.02M 0.05% +31,074 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: not reported; 2024Q4: not reported; 2025Q1: 94,973 shares; 2025Q2: 93,684 shares; 2025Q3: not reported; 2025Q4: 195,152 shares; 2026Q1: 201,754 shares; 2026Q2: 197,285 shares 197,285 $7.93M 0.05% -4,469 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 4,223 shares; 2025Q1: 4,097 shares; 2025Q2: 6,936 shares; 2025Q3: not reported; 2025Q4: 15,229 shares; 2026Q1: 42,680 shares; 2026Q2: 103,972 shares 103,972 $7.88M 0.05% +61,292 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: 430 shares; 2024Q4: 1,392 shares; 2025Q1: 835 shares; 2025Q2: 1,154 shares; 2025Q3: 10,995 shares; 2025Q4: 7,086 shares; 2026Q1: 4,754 shares; 2026Q2: 28,857 shares 28,857 $7.85M 0.05% +24,103 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 151,274 shares 151,274 $7.85M 0.05% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 511 shares; 2025Q1: 338 shares; 2025Q2: 760 shares; 2025Q3: 1,711 shares; 2025Q4: 1,580 shares; 2026Q1: 1,981 shares; 2026Q2: 8,032 shares 8,032 $7.72M 0.05% +6,051 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,179 shares; 2024Q4: 10,824 shares; 2025Q1: 11,227 shares; 2025Q2: 11,079 shares; 2025Q3: not reported; 2025Q4: 27,464 shares; 2026Q1: 19,945 shares; 2026Q2: 281,487 shares 281,487 $7.72M 0.05% +261,542 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: 941 shares; 2024Q4: 974 shares; 2025Q1: 463 shares; 2025Q2: 499 shares; 2025Q3: 6,437 shares; 2025Q4: 6,063 shares; 2026Q1: 3,507 shares; 2026Q2: 26,303 shares 26,303 $7.71M 0.05% +22,796 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,230 shares; 2026Q2: 168,494 shares 168,494 $7.7M 0.05% +157,264 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: 2,209 shares; 2024Q4: 7,909 shares; 2025Q1: 3,468 shares; 2025Q2: 3,483 shares; 2025Q3: 23,262 shares; 2025Q4: 19,942 shares; 2026Q1: 27,762 shares; 2026Q2: 75,006 shares 75,006 $7.66M 0.05% +47,244 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 365 shares; 2025Q1: 465 shares; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 4,007 shares; 2026Q1: 1,670 shares; 2026Q2: 65,327 shares 65,327 $7.66M 0.05% +63,657 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 3,681 shares; 2025Q1: 3,570 shares; 2025Q2: 3,984 shares; 2025Q3: 27,523 shares; 2025Q4: 6,262 shares; 2026Q1: 8,840 shares; 2026Q2: 37,902 shares 37,902 $7.6M 0.05% +29,062 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 198 shares; 2025Q1: 367 shares; 2025Q2: 466 shares; 2025Q3: 4,100 shares; 2025Q4: 2,284 shares; 2026Q1: 1,030 shares; 2026Q2: 15,345 shares 15,345 $7.6M 0.05% +14,315 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: 1,983 shares; 2024Q4: 2,552 shares; 2025Q1: 996 shares; 2025Q2: 2,631 shares; 2025Q3: 117,039 shares; 2025Q4: 22,736 shares; 2026Q1: 11,241 shares; 2026Q2: 73,240 shares 73,240 $7.58M 0.05% +61,999 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239,615 shares 239,615 $7.53M 0.05% new 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: 78,432 shares; 2024Q4: 80,887 shares; 2025Q1: 3,014 shares; 2025Q2: 2,275 shares; 2025Q3: not reported; 2025Q4: 7,983 shares; 2026Q1: 15,400 shares; 2026Q2: 19,078 shares 19,078 $7.52M 0.05% +3,678 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,475 shares; 2026Q1: 30,711 shares; 2026Q2: 61,700 shares 61,700 $7.51M 0.05% +30,989 Timeline FIW 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: 168,604 shares; 2024Q4: 172,605 shares; 2025Q1: 178,668 shares; 2025Q2: 180,413 shares; 2025Q3: not reported; 2025Q4: 187,240 shares; 2026Q1: 67,722 shares; 2026Q2: 68,509 shares 68,509 $7.5M 0.05% +787 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 104 shares; 2025Q1: 503 shares; 2025Q2: 561 shares; 2025Q3: 25,811 shares; 2025Q4: 2,235 shares; 2026Q1: 1,461 shares; 2026Q2: 28,722 shares 28,722 $7.48M 0.05% +27,261 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: 1,617 shares; 2024Q4: 1,551 shares; 2025Q1: 573 shares; 2025Q2: 683 shares; 2025Q3: 40,435 shares; 2025Q4: 4,433 shares; 2026Q1: 3,955 shares; 2026Q2: 15,225 shares 15,225 $7.47M 0.05% +11,270 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: 144 shares; 2024Q4: 133 shares; 2025Q1: 6 shares; 2025Q2: 517 shares; 2025Q3: 86,350 shares; 2025Q4: 740 shares; 2026Q1: 1,668 shares; 2026Q2: 45,152 shares 45,152 $7.44M 0.05% +43,484 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 1,983 shares; 2025Q1: 2,276 shares; 2025Q2: 1,651 shares; 2025Q3: 1,882 shares; 2025Q4: 1,377 shares; 2026Q1: 1,271 shares; 2026Q2: 10,311 shares 10,311 $7.42M 0.05% +9,040 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308 shares; 2024Q4: 610 shares; 2025Q1: 845 shares; 2025Q2: 1,405 shares; 2025Q3: 8,194 shares; 2025Q4: 3,878 shares; 2026Q1: 3,231 shares; 2026Q2: 27,515 shares 27,515 $7.4M 0.05% +24,284 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 1,895 shares; 2026Q1: 1,827 shares; 2026Q2: 52,061 shares 52,061 $7.39M 0.05% +50,234 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 417 shares; 2025Q3: not reported; 2025Q4: 1,428 shares; 2026Q1: 586 shares; 2026Q2: 74,143 shares 74,143 $7.39M 0.05% +73,557 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 123,896 shares; 2025Q4: 60,702 shares; 2026Q1: 26,360 shares; 2026Q2: 57,494 shares 57,494 $7.36M 0.05% +31,134 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,129 shares; 2025Q1: 5,243 shares; 2025Q2: 6,842 shares; 2025Q3: not reported; 2025Q4: 51,895 shares; 2026Q1: 24,175 shares; 2026Q2: 71,575 shares 71,575 $7.18M 0.05% +47,400 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 283 shares; 2025Q1: 395 shares; 2025Q2: 670 shares; 2025Q3: 11,125 shares; 2025Q4: 1,838 shares; 2026Q1: 5,719 shares; 2026Q2: 133,488 shares 133,488 $7.1M 0.05% +127,769 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 225,907 shares; 2025Q3: not reported; 2025Q4: 3,999 shares; 2026Q1: 10,385 shares; 2026Q2: 51,701 shares 51,701 $7.07M 0.05% +41,316 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,764 shares; 2025Q1: 2,588 shares; 2025Q2: 3,228 shares; 2025Q3: 83,431 shares; 2025Q4: 28,207 shares; 2026Q1: 3,884 shares; 2026Q2: 90,680 shares 90,680 $7.03M 0.05% +86,796 Timeline DFGR 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: 582,006 shares; 2024Q4: 602,258 shares; 2025Q1: 646,383 shares; 2025Q2: 656,264 shares; 2025Q3: not reported; 2025Q4: 747,077 shares; 2026Q1: 256,897 shares; 2026Q2: 242,418 shares 242,418 $7.02M 0.05% -14,479 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 20 shares; 2025Q1: 173 shares; 2025Q2: 189 shares; 2025Q3: 16,203 shares; 2025Q4: 182 shares; 2026Q1: 1,050 shares; 2026Q2: 20,526 shares 20,526 $7.01M 0.05% +19,476 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,978 shares; 2025Q1: 88,545 shares; 2025Q2: 114,610 shares; 2025Q3: not reported; 2025Q4: 165,708 shares; 2026Q1: 224,002 shares; 2026Q2: 293,695 shares 293,695 $7M 0.05% +69,693 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,985 shares; 2026Q2: 124,785 shares 124,785 $6.93M 0.05% +103,800 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: 8,032 shares; 2025Q1: 6,361 shares; 2025Q2: 7,145 shares; 2025Q3: not reported; 2025Q4: 6,537 shares; 2026Q1: 8,776 shares; 2026Q2: 23,144 shares 23,144 $6.92M 0.05% +14,368 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: 259 shares; 2024Q4: 1,909 shares; 2025Q1: 2,043 shares; 2025Q2: 1,817 shares; 2025Q3: not reported; 2025Q4: 10,614 shares; 2026Q1: 3,245 shares; 2026Q2: 55,576 shares 55,576 $6.91M 0.05% +52,331 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 635 shares; 2025Q1: 3,556 shares; 2025Q2: 3,605 shares; 2025Q3: not reported; 2025Q4: 15,728 shares; 2026Q1: 5,872 shares; 2026Q2: 24,191 shares 24,191 $6.91M 0.05% +18,319 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,171 shares; 2024Q4: 176,665 shares; 2025Q1: 180,135 shares; 2025Q2: 172,070 shares; 2025Q3: 4,050,068 shares; 2025Q4: 183,570 shares; 2026Q1: 182,454 shares; 2026Q2: 238,396 shares 238,396 $6.9M 0.05% +55,942 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: 999 shares; 2024Q4: 755 shares; 2025Q1: 610 shares; 2025Q2: 546 shares; 2025Q3: not reported; 2025Q4: 4,304 shares; 2026Q1: 8,947 shares; 2026Q2: 20,004 shares 20,004 $6.88M 0.05% +11,057 Timeline EMB 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: 4,046 shares; 2025Q1: 3,453 shares; 2025Q2: 2,794 shares; 2025Q3: not reported; 2025Q4: 8,558 shares; 2026Q1: 5,238 shares; 2026Q2: 71,268 shares 71,268 $6.87M 0.05% +66,030 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 56 shares; 2026Q2: 18,392 shares 18,392 $6.84M 0.05% +18,336 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,266 shares; 2024Q4: 19,266 shares; 2025Q1: 16,751 shares; 2025Q2: 17,596 shares; 2025Q3: not reported; 2025Q4: 35,192 shares; 2026Q1: 35,192 shares; 2026Q2: 70,384 shares 70,384 $6.81M 0.05% +35,192 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: 269 shares; 2024Q4: 1,937 shares; 2025Q1: 2,605 shares; 2025Q2: 5,120 shares; 2025Q3: 63,661 shares; 2025Q4: 29,354 shares; 2026Q1: 8,499 shares; 2026Q2: 53,764 shares 53,764 $6.79M 0.05% +45,265 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: 41,908 shares; 2024Q4: 43,097 shares; 2025Q1: 43,425 shares; 2025Q2: 44,038 shares; 2025Q3: not reported; 2025Q4: 51,256 shares; 2026Q1: 46,098 shares; 2026Q2: 70,043 shares 70,043 $6.75M 0.04% +23,945 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,945 shares 174,945 $6.74M 0.04% new 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: 267 shares; 2024Q4: 1,713 shares; 2025Q1: 2,916 shares; 2025Q2: 3,290 shares; 2025Q3: 65,031 shares; 2025Q4: 8,155 shares; 2026Q1: 6,654 shares; 2026Q2: 70,097 shares 70,097 $6.74M 0.04% +63,443 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 959 shares; 2025Q1: 12,033 shares; 2025Q2: 2,570 shares; 2025Q3: 263,904 shares; 2025Q4: 8,958 shares; 2026Q1: 12,626 shares; 2026Q2: 254,652 shares 254,652 $6.72M 0.04% +242,026 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 1,924 shares; 2025Q1: 2,330 shares; 2025Q2: 5,732 shares; 2025Q3: 15,165 shares; 2025Q4: 7,343 shares; 2026Q1: 4,870 shares; 2026Q2: 13,698 shares 13,698 $6.72M 0.04% +8,828 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: 152 shares; 2024Q4: 31 shares; 2025Q1: 82 shares; 2025Q2: 712 shares; 2025Q3: 264,196 shares; 2025Q4: 950 shares; 2026Q1: 1,995 shares; 2026Q2: 101,119 shares 101,119 $6.71M 0.04% +99,124 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79,399 shares; 2025Q1: 89,324 shares; 2025Q2: 124,370 shares; 2025Q3: 129,264 shares; 2025Q4: 130,988 shares; 2026Q1: 135,116 shares; 2026Q2: 146,406 shares 146,406 $6.69M 0.04% +11,290 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697 shares; 2024Q4: 529 shares; 2025Q1: 657 shares; 2025Q2: 1,754 shares; 2025Q3: 2,620 shares; 2025Q4: 2,266 shares; 2026Q1: 2,280 shares; 2026Q2: 20,140 shares 20,140 $6.68M 0.04% +17,860 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,122 shares; 2025Q2: 2,158 shares; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 155 shares; 2026Q2: 242,504 shares 242,504 $6.66M 0.04% +242,349 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: 7,839 shares; 2024Q4: 8,596 shares; 2025Q1: 6,128 shares; 2025Q2: 6,669 shares; 2025Q3: 12,318 shares; 2025Q4: 7,819 shares; 2026Q1: 6,667 shares; 2026Q2: 16,340 shares 16,340 $6.65M 0.04% +9,673 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: 3,190 shares; 2026Q1: 3,933 shares; 2026Q2: 74,037 shares 74,037 $6.6M 0.04% +70,104 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355,165 shares 355,165 $6.6M 0.04% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 172 shares; 2025Q1: 11 shares; 2025Q2: 45 shares; 2025Q3: 12,822 shares; 2025Q4: 710 shares; 2026Q1: 481 shares; 2026Q2: 8,703 shares 8,703 $6.59M 0.04% +8,222 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: 723 shares; 2024Q4: 1,521 shares; 2025Q1: 1,458 shares; 2025Q2: 1,550 shares; 2025Q3: 6,197 shares; 2025Q4: 3,464 shares; 2026Q1: 3,045 shares; 2026Q2: 12,663 shares 12,663 $6.57M 0.04% +9,618 Timeline JHCP JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260,844 shares 260,844 $6.54M 0.04% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 182 shares; 2025Q3: 7,648,940 shares; 2025Q4: 2,417 shares; 2026Q1: 3,431 shares; 2026Q2: 17,527 shares 17,527 $6.41M 0.04% +14,096 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 534 shares; 2025Q3: 258,722 shares; 2025Q4: 9,643 shares; 2026Q1: 9,166 shares; 2026Q2: 80,868 shares 80,868 $6.39M 0.04% +71,702 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: 7,512 shares; 2025Q1: 8,085 shares; 2025Q2: 8,071 shares; 2025Q3: not reported; 2025Q4: 8,746 shares; 2026Q1: 7,871 shares; 2026Q2: 185,015 shares 185,015 $6.34M 0.04% +177,144 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 8,159 shares; 2025Q1: 2,392 shares; 2025Q2: 2,172 shares; 2025Q3: 254,865 shares; 2025Q4: 4,941 shares; 2026Q1: 6,361 shares; 2026Q2: 184,912 shares 184,912 $6.28M 0.04% +178,551 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,437 shares; 2026Q1: 4,437 shares; 2026Q2: 491,164 shares 491,164 $6.22M 0.04% +486,727 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 59 shares; 2025Q1: 77 shares; 2025Q2: 199 shares; 2025Q3: not reported; 2025Q4: 307,959 shares; 2026Q1: 3,261 shares; 2026Q2: 136,176 shares 136,176 $6.19M 0.04% +132,915 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 548 shares; 2025Q1: 191 shares; 2025Q2: 406 shares; 2025Q3: 18,726 shares; 2025Q4: 1,136 shares; 2026Q1: 1,794 shares; 2026Q2: 15,370 shares 15,370 $6.17M 0.04% +13,576 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 856 shares; 2025Q1: 474 shares; 2025Q2: 747 shares; 2025Q3: 14,814 shares; 2025Q4: 2,411 shares; 2026Q1: 1,808 shares; 2026Q2: 12,082 shares 12,082 $6.15M 0.04% +10,274 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,788 shares 122,788 $6.14M 0.04% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 198 shares; 2025Q1: 738 shares; 2025Q2: 1,199 shares; 2025Q3: 2,155 shares; 2025Q4: 1,563 shares; 2026Q1: 1,355 shares; 2026Q2: 30,300 shares 30,300 $6.11M 0.04% +28,945 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 3,824 shares; 2025Q1: 2,646 shares; 2025Q2: 2,665 shares; 2025Q3: 11,711 shares; 2025Q4: 6,359 shares; 2026Q1: 3,782 shares; 2026Q2: 12,159 shares 12,159 $6.1M 0.04% +8,377 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,681 shares; 2025Q1: 53,280 shares; 2025Q2: 48,328 shares; 2025Q3: not reported; 2025Q4: 53,573 shares; 2026Q1: 40,528 shares; 2026Q2: 101,801 shares 101,801 $6.08M 0.04% +61,273 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: 5,282 shares; 2024Q4: 20,751 shares; 2025Q1: 18,063 shares; 2025Q2: 19,858 shares; 2025Q3: 29,349 shares; 2025Q4: 32,373 shares; 2026Q1: 10,243 shares; 2026Q2: 113,663 shares 113,663 $6.08M 0.04% +103,420 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,116 shares; 2024Q4: 5,117 shares; 2025Q1: 4,420 shares; 2025Q2: 4,476 shares; 2025Q3: 28,266 shares; 2025Q4: 10,438 shares; 2026Q1: 9,181 shares; 2026Q2: 20,534 shares 20,534 $6.06M 0.04% +11,353 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 230,050 shares; 2026Q2: 482,581 shares 482,581 $6.04M 0.04% +252,531 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,722 shares; 2026Q2: 31,841 shares 31,841 $6.04M 0.04% +25,119 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541 shares; 2024Q4: 1,441 shares; 2025Q1: 1,857 shares; 2025Q2: 3,063 shares; 2025Q3: 13,951 shares; 2025Q4: 7,520 shares; 2026Q1: 26,413 shares; 2026Q2: 65,662 shares 65,662 $6.02M 0.04% +39,249 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,627 shares; 2024Q4: 1,259 shares; 2025Q1: 1,767 shares; 2025Q2: 2,328 shares; 2025Q3: 149,197 shares; 2025Q4: 2,243 shares; 2026Q1: 3,709 shares; 2026Q2: 61,718 shares 61,718 $6.01M 0.04% +58,009 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 8,806 shares; 2025Q1: 8,706 shares; 2025Q2: 8,706 shares; 2025Q3: not reported; 2025Q4: 28,279 shares; 2026Q1: 9,574 shares; 2026Q2: 99,465 shares 99,465 $6M 0.04% +89,891 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 154 shares; 2025Q1: 145 shares; 2025Q2: 372 shares; 2025Q3: 60,309 shares; 2025Q4: 1,886 shares; 2026Q1: 1,062 shares; 2026Q2: 38,436 shares 38,436 $6M 0.04% +37,374 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,636 shares 117,636 $5.98M 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 14 shares; 2025Q1: 62 shares; 2025Q2: 81 shares; 2025Q3: 9,442 shares; 2025Q4: 988 shares; 2026Q1: 613 shares; 2026Q2: 9,563 shares 9,563 $5.96M 0.04% +8,950 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 13,624 shares; 2025Q4: 13,602 shares; 2026Q1: 13,818 shares; 2026Q2: 17,451 shares 17,451 $5.91M 0.04% +3,633 Timeline DFLV 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: 632,499 shares; 2024Q4: 643,527 shares; 2025Q1: 121,308 shares; 2025Q2: 119,307 shares; 2025Q3: not reported; 2025Q4: 114,365 shares; 2026Q1: 101,611 shares; 2026Q2: 147,749 shares 147,749 $5.84M 0.04% +46,138 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: not reported; 2024Q4: 9,319 shares; 2025Q1: 10,380 shares; 2025Q2: 12,368 shares; 2025Q3: not reported; 2025Q4: 17,355 shares; 2026Q1: 16,761 shares; 2026Q2: 43,818 shares 43,818 $5.84M 0.04% +27,057 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 371 shares; 2025Q1: 119 shares; 2025Q2: 197 shares; 2025Q3: 3,553 shares; 2025Q4: 4,218 shares; 2026Q1: 13,838 shares; 2026Q2: 20,078 shares 20,078 $5.83M 0.04% +6,240 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: 169,425 shares; 2024Q4: 176,945 shares; 2025Q1: 172,014 shares; 2025Q2: 8,126 shares; 2025Q3: not reported; 2025Q4: 9,159 shares; 2026Q1: 33,395 shares; 2026Q2: 39,784 shares 39,784 $5.82M 0.04% +6,389 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: not reported; 2025Q4: 2,076 shares; 2026Q1: 5,764 shares; 2026Q2: 14,210 shares 14,210 $5.82M 0.04% +8,446 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 522 shares; 2025Q1: 566 shares; 2025Q2: 874 shares; 2025Q3: 5,025 shares; 2025Q4: 1,694 shares; 2026Q1: 789 shares; 2026Q2: 5,133 shares 5,133 $5.81M 0.04% +4,344 Timeline GJAN 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: not reported; 2025Q4: not reported; 2026Q1: 64,172 shares; 2026Q2: 129,046 shares 129,046 $5.81M 0.04% +64,874 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 28 shares; 2025Q1: 13 shares; 2025Q2: 19 shares; 2025Q3: 1,705 shares; 2025Q4: 1,698 shares; 2026Q1: 217 shares; 2026Q2: 2,790 shares 2,790 $5.8M 0.04% +2,573 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 593 shares; 2025Q1: 278 shares; 2025Q2: 217 shares; 2025Q3: 42,825 shares; 2025Q4: 195 shares; 2026Q1: 3,072 shares; 2026Q2: 25,163 shares 25,163 $5.75M 0.04% +22,091 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,401 shares; 2024Q4: 25,613 shares; 2025Q1: 27,971 shares; 2025Q2: 47,335 shares; 2025Q3: not reported; 2025Q4: 66,383 shares; 2026Q1: 74,092 shares; 2026Q2: 111,229 shares 111,229 $5.71M 0.04% +37,137 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 32 shares; 2025Q3: 2,853 shares; 2025Q4: 1,978 shares; 2026Q1: 1,724 shares; 2026Q2: 50,296 shares 50,296 $5.65M 0.04% +48,572 Timeline GNOV 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: not reported; 2025Q4: not reported; 2026Q1: 70,703 shares; 2026Q2: 135,012 shares 135,012 $5.64M 0.04% +64,309 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: 933 shares; 2024Q4: 4,055 shares; 2025Q1: 1,740 shares; 2025Q2: 2,033 shares; 2025Q3: 23,569 shares; 2025Q4: 5,522 shares; 2026Q1: 1,375 shares; 2026Q2: 42,816 shares 42,816 $5.63M 0.04% +41,441 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: 974 shares; 2024Q4: 5,123 shares; 2025Q1: 3,624 shares; 2025Q2: 6,265 shares; 2025Q3: 15,882 shares; 2025Q4: 12,056 shares; 2026Q1: 9,791 shares; 2026Q2: 35,784 shares 35,784 $5.61M 0.04% +25,993 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: 25,033 shares 25,033 $5.6M 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 327 shares; 2025Q1: 104 shares; 2025Q2: 321 shares; 2025Q3: 8,014 shares; 2025Q4: 4,512 shares; 2026Q1: 7,835 shares; 2026Q2: 17,775 shares 17,775 $5.6M 0.04% +9,940 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 3,807 shares; 2026Q2: 227,232 shares 227,232 $5.56M 0.04% +223,425 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 22,280 shares; 2025Q4: 11,680 shares; 2026Q1: 1,560 shares; 2026Q2: 53,629 shares 53,629 $5.54M 0.04% +52,069 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,356 shares; 2024Q4: 2,947 shares; 2025Q1: 2,624 shares; 2025Q2: 3,112 shares; 2025Q3: 23,330 shares; 2025Q4: 1,694 shares; 2026Q1: 3,663 shares; 2026Q2: 71,052 shares 71,052 $5.53M 0.04% +67,389 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 231 shares; 2025Q3: 136,010 shares; 2025Q4: 435 shares; 2026Q1: 5,821 shares; 2026Q2: 79,321 shares 79,321 $5.52M 0.04% +73,500 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 131,650 shares 131,650 $5.51M 0.04% +131,040 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,899 shares 24,899 $5.5M 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 3,034 shares; 2025Q1: 2,952 shares; 2025Q2: 3,844 shares; 2025Q3: 11,099 shares; 2025Q4: 8,859 shares; 2026Q1: 7,883 shares; 2026Q2: 40,288 shares 40,288 $5.46M 0.04% +32,405 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,307 shares; 2025Q4: 102,140 shares; 2026Q1: 39,581 shares; 2026Q2: 108,683 shares 108,683 $5.41M 0.04% +69,102 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,082 shares 35,082 $5.41M 0.04% new 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: 528 shares; 2024Q4: 4,691 shares; 2025Q1: 4,518 shares; 2025Q2: 5,885 shares; 2025Q3: 108,000 shares; 2025Q4: 23,859 shares; 2026Q1: 12,457 shares; 2026Q2: 89,189 shares 89,189 $5.39M 0.04% +76,732 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 61 shares; 2025Q2: 214 shares; 2025Q3: 84,702 shares; 2025Q4: 145 shares; 2026Q1: 967 shares; 2026Q2: 32,678 shares 32,678 $5.37M 0.04% +31,711 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,019 shares; 2025Q1: 1,399 shares; 2025Q2: 1,035 shares; 2025Q3: 44,401 shares; 2025Q4: 9,906 shares; 2026Q1: 17,559 shares; 2026Q2: 35,421 shares 35,421 $5.36M 0.04% +17,862 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 1,699 shares; 2025Q1: 2,041 shares; 2025Q2: 2,127 shares; 2025Q3: 218,211 shares; 2025Q4: 8,580 shares; 2026Q1: 7,462 shares; 2026Q2: 111,938 shares 111,938 $5.34M 0.04% +104,476 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,587 shares; 2024Q4: 19,560 shares; 2025Q1: 19,634 shares; 2025Q2: 19,663 shares; 2025Q3: 118,648 shares; 2025Q4: 19,872 shares; 2026Q1: 19,836 shares; 2026Q2: 42,085 shares 42,085 $5.33M 0.04% +22,249 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: 752 shares; 2024Q4: 729 shares; 2025Q1: 2,508 shares; 2025Q2: 2,639 shares; 2025Q3: 12,842 shares; 2025Q4: 13,107 shares; 2026Q1: 6,624 shares; 2026Q2: 22,382 shares 22,382 $5.32M 0.04% +15,758 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 3,038 shares; 2026Q2: 18,715 shares 18,715 $5.31M 0.04% +15,677 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,997 shares 115,997 $5.3M 0.04% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 6,800 shares; 2025Q4: 4,315 shares; 2026Q1: 4,315 shares; 2026Q2: 106,657 shares 106,657 $5.28M 0.04% +102,342 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: 876 shares; 2025Q1: 813 shares; 2025Q2: 694 shares; 2025Q3: 8,852 shares; 2025Q4: 2,103 shares; 2026Q1: 1,188 shares; 2026Q2: 22,028 shares 22,028 $5.27M 0.03% +20,840 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,119 shares; 2024Q4: 2,310 shares; 2025Q1: 1,707 shares; 2025Q2: 1,513 shares; 2025Q3: 10,010 shares; 2025Q4: 8,045 shares; 2026Q1: 15,522 shares; 2026Q2: 32,433 shares 32,433 $5.25M 0.03% +16,911 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 20 shares; 2025Q2: 174 shares; 2025Q3: 2,708 shares; 2025Q4: 229 shares; 2026Q1: 8,330 shares; 2026Q2: 22,672 shares 22,672 $5.22M 0.03% +14,342 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: 2,136 shares; 2024Q4: 7,541 shares; 2025Q1: 8,766 shares; 2025Q2: 13,180 shares; 2025Q3: 22,199 shares; 2025Q4: 20,674 shares; 2026Q1: 13,592 shares; 2026Q2: 41,073 shares 41,073 $5.2M 0.03% +27,481 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 705 shares; 2025Q1: 3,719 shares; 2025Q2: 1,891 shares; 2025Q3: 108,571 shares; 2025Q4: 889 shares; 2026Q1: 2,224 shares; 2026Q2: 100,000 shares 100,000 $5.2M 0.03% +97,776 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 126 shares; 2025Q1: 67 shares; 2025Q2: 99 shares; 2025Q3: 3,798 shares; 2025Q4: 1,496 shares; 2026Q1: not reported; 2026Q2: 53,050 shares 53,050 $5.15M 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 3,208 shares; 2025Q1: 2,978 shares; 2025Q2: 3,374 shares; 2025Q3: 6,564 shares; 2025Q4: 4,803 shares; 2026Q1: 3,893 shares; 2026Q2: 12,915 shares 12,915 $5.14M 0.03% +9,022 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 91 shares; 2025Q2: 126 shares; 2025Q3: 553 shares; 2025Q4: 536 shares; 2026Q1: 13,316 shares; 2026Q2: 29,234 shares 29,234 $5.13M 0.03% +15,918 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: 323 shares; 2024Q4: 4,308 shares; 2025Q1: 2,053 shares; 2025Q2: 1,958 shares; 2025Q3: 22,198 shares; 2025Q4: 10,895 shares; 2026Q1: 3,735 shares; 2026Q2: 30,569 shares 30,569 $5.13M 0.03% +26,834 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: 1,028 shares; 2025Q1: 868 shares; 2025Q2: 2,804 shares; 2025Q3: 17,257 shares; 2025Q4: 14,493 shares; 2026Q1: 14,128 shares; 2026Q2: 35,072 shares 35,072 $5.12M 0.03% +20,944 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 22 shares; 2025Q1: 1 shares; 2025Q2: 804 shares; 2025Q3: 41,716 shares; 2025Q4: 233 shares; 2026Q1: 2,071 shares; 2026Q2: 18,839 shares 18,839 $5.11M 0.03% +16,768 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 4,660 shares; 2025Q1: 3,169 shares; 2025Q2: 3,483 shares; 2025Q3: 82,579 shares; 2025Q4: 13,348 shares; 2026Q1: 6,894 shares; 2026Q2: 44,371 shares 44,371 $5.11M 0.03% +37,477 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: 3,097 shares; 2024Q4: 3,276 shares; 2025Q1: 3,062 shares; 2025Q2: 2,742 shares; 2025Q3: 8,683 shares; 2025Q4: 5,042 shares; 2026Q1: 4,797 shares; 2026Q2: 22,760 shares 22,760 $5.1M 0.03% +17,963 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: 3,239 shares; 2024Q4: 5,135 shares; 2025Q1: 1,942 shares; 2025Q2: 2,922 shares; 2025Q3: 24,672 shares; 2025Q4: 8,923 shares; 2026Q1: 36,177 shares; 2026Q2: 88,026 shares 88,026 $5.09M 0.03% +51,849 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,225 shares; 2024Q4: 5,390 shares; 2025Q1: 13,483 shares; 2025Q2: 8,373 shares; 2025Q3: 90,914 shares; 2025Q4: 45,565 shares; 2026Q1: 31,754 shares; 2026Q2: 112,654 shares 112,654 $5.08M 0.03% +80,900 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 277 shares; 2025Q4: 29 shares; 2026Q1: not reported; 2026Q2: 110,469 shares 110,469 $5.08M 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 1,037 shares; 2025Q1: 3,957 shares; 2025Q2: 3,327 shares; 2025Q3: 7,929 shares; 2025Q4: 7,213 shares; 2026Q1: 5,021 shares; 2026Q2: 32,315 shares 32,315 $5.06M 0.03% +27,294 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: 29 shares; 2024Q4: 2,034 shares; 2025Q1: 1,094 shares; 2025Q2: 1,237 shares; 2025Q3: 18,993 shares; 2025Q4: 4,811 shares; 2026Q1: 10,901 shares; 2026Q2: 30,312 shares 30,312 $5.05M 0.03% +19,411 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 279 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 95,478 shares; 2025Q4: 2,398 shares; 2026Q1: 3,885 shares; 2026Q2: 54,825 shares 54,825 $5.03M 0.03% +50,940 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 770 shares; 2025Q1: 998 shares; 2025Q2: 985 shares; 2025Q3: 11,248 shares; 2025Q4: 1,776 shares; 2026Q1: 2,436 shares; 2026Q2: 14,326 shares 14,326 $5.02M 0.03% +11,890 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 333 shares; 2025Q3: 21,381 shares; 2025Q4: 255 shares; 2026Q1: 515 shares; 2026Q2: 23,147 shares 23,147 $5M 0.03% +22,632 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 1,202 shares; 2025Q3: 47,678 shares; 2025Q4: 675 shares; 2026Q1: 1,690 shares; 2026Q2: 57,987 shares 57,987 $5M 0.03% +56,297 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,635 shares; 2025Q3: 120,290 shares; 2025Q4: 110,414 shares; 2026Q1: 106,406 shares; 2026Q2: 194,788 shares 194,788 $4.99M 0.03% +88,382 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 1,500 shares; 2025Q1: 1,771 shares; 2025Q2: 2,050 shares; 2025Q3: 10,770 shares; 2025Q4: 4,578 shares; 2026Q1: 3,970 shares; 2026Q2: 45,071 shares 45,071 $4.99M 0.03% +41,101 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 1,804 shares; 2025Q1: 912 shares; 2025Q2: 1,453 shares; 2025Q3: 100,278 shares; 2025Q4: 2,623 shares; 2026Q1: 4,718 shares; 2026Q2: 19,546 shares 19,546 $4.97M 0.03% +14,828 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 2,058 shares; 2025Q1: 2,059 shares; 2025Q2: 2,026 shares; 2025Q3: 23,643 shares; 2025Q4: 6,585 shares; 2026Q1: 38,723 shares; 2026Q2: 79,644 shares 79,644 $4.97M 0.03% +40,921 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,847 shares 28,847 $4.93M 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares; 2026Q1: not reported; 2026Q2: 78,989 shares 78,989 $4.91M 0.03% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 34,936 shares; 2026Q1: 190,340 shares; 2026Q2: 465,613 shares 465,613 $4.9M 0.03% +275,273 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 7,748 shares; 2025Q1: 5,579 shares; 2025Q2: 6,941 shares; 2025Q3: not reported; 2025Q4: 13,889 shares; 2026Q1: 6,633 shares; 2026Q2: 109,439 shares 109,439 $4.9M 0.03% +102,806 Timeline