IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,712 shares; 2024Q4: 270,999 shares; 2025Q1: 258,883 shares; 2025Q2: 222,315 shares; 2025Q3: 220,604 shares; 2025Q4: 251,381 shares; 2026Q1: 246,696 shares; 2026Q2: 423,685 shares 423,685 $317M 3.18% +176,989 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: 162,176 shares; 2024Q4: 178,033 shares; 2025Q1: 166,895 shares; 2025Q2: 163,603 shares; 2025Q3: 171,222 shares; 2025Q4: 186,940 shares; 2026Q1: 257,515 shares; 2026Q2: 301,842 shares 301,842 $207M 2.08% +44,327 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: 958,085 shares; 2024Q4: 942,202 shares; 2025Q1: 912,729 shares; 2025Q2: 942,208 shares; 2025Q3: 1,001,372 shares; 2025Q4: 981,861 shares; 2026Q1: 965,738 shares; 2026Q2: 967,697 shares 967,697 $194M 1.94% +1,959 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: 438,455 shares; 2024Q4: 432,235 shares; 2025Q1: 418,703 shares; 2025Q2: 424,749 shares; 2025Q3: 426,693 shares; 2025Q4: 408,397 shares; 2026Q1: 378,958 shares; 2026Q2: 349,531 shares 349,531 $130M 1.31% -29,427 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,417 shares; 2024Q4: 139,012 shares; 2025Q1: 114,425 shares; 2025Q2: 117,753 shares; 2025Q3: 116,992 shares; 2025Q4: 135,956 shares; 2026Q1: 118,413 shares; 2026Q2: 170,306 shares 170,306 $127M 1.27% +51,893 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: 461,237 shares; 2024Q4: 472,388 shares; 2025Q1: 436,904 shares; 2025Q2: 401,172 shares; 2025Q3: 412,015 shares; 2025Q4: 402,411 shares; 2026Q1: 423,596 shares; 2026Q2: 413,130 shares 413,130 $120M 1.2% -10,466 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: 181,524 shares; 2024Q4: 181,336 shares; 2025Q1: 176,042 shares; 2025Q2: 169,030 shares; 2025Q3: 163,622 shares; 2025Q4: 155,270 shares; 2026Q1: 188,629 shares; 2026Q2: 1,382,122 shares 1,382,122 $119M 1.19% +1,193,493 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: 80,734 shares; 2024Q4: 89,937 shares; 2025Q1: 156,941 shares; 2025Q2: 197,582 shares; 2025Q3: 206,835 shares; 2025Q4: 214,092 shares; 2026Q1: 268,197 shares; 2026Q2: 316,251 shares 316,251 $117M 1.17% +48,054 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: 320,006 shares; 2024Q4: 315,436 shares; 2025Q1: 308,711 shares; 2025Q2: 307,714 shares; 2025Q3: 312,605 shares; 2025Q4: 287,528 shares; 2026Q1: 288,814 shares; 2026Q2: 286,496 shares 286,496 $102M 1.03% -2,318 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: 594,202 shares; 2024Q4: 566,007 shares; 2025Q1: 545,904 shares; 2025Q2: 533,367 shares; 2025Q3: 517,125 shares; 2025Q4: 496,116 shares; 2026Q1: 443,540 shares; 2026Q2: 422,002 shares 422,002 $101M 1.01% -21,538 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728,934 shares; 2024Q4: 696,333 shares; 2025Q1: 246,601 shares; 2025Q2: 299,105 shares; 2025Q3: 214,313 shares; 2025Q4: 280,860 shares; 2026Q1: 1,495,302 shares; 2026Q2: 1,572,298 shares 1,572,298 $92.7M 0.93% +76,996 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: 297,114 shares; 2024Q4: 274,304 shares; 2025Q1: 257,974 shares; 2025Q2: 262,073 shares; 2025Q3: 275,867 shares; 2025Q4: 266,892 shares; 2026Q1: 245,852 shares; 2026Q2: 238,038 shares 238,038 $89.9M 0.9% -7,814 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: 98,192 shares; 2024Q4: 109,729 shares; 2025Q1: 105,348 shares; 2025Q2: 115,285 shares; 2025Q3: 110,929 shares; 2025Q4: 107,823 shares; 2026Q1: 167,879 shares; 2026Q2: 242,650 shares 242,650 $89.8M 0.9% +74,771 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: 426,940 shares; 2024Q4: 414,315 shares; 2025Q1: 418,478 shares; 2025Q2: 411,778 shares; 2025Q3: 399,519 shares; 2025Q4: 387,599 shares; 2026Q1: 381,531 shares; 2026Q2: 407,990 shares 407,990 $88.9M 0.89% +26,459 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: 260,375 shares; 2024Q4: 257,542 shares; 2025Q1: 237,450 shares; 2025Q2: 224,324 shares; 2025Q3: 221,268 shares; 2025Q4: 217,476 shares; 2026Q1: 223,944 shares; 2026Q2: 238,647 shares 238,647 $84.3M 0.84% +14,703 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: 481,588 shares; 2024Q4: 445,001 shares; 2025Q1: 463,565 shares; 2025Q2: 437,502 shares; 2025Q3: 457,419 shares; 2025Q4: 514,444 shares; 2026Q1: 584,236 shares; 2026Q2: 603,475 shares 603,475 $83M 0.83% +19,239 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: 728,819 shares; 2024Q4: 743,274 shares; 2025Q1: 864,464 shares; 2025Q2: 1,130,199 shares; 2025Q3: 1,237,934 shares; 2025Q4: 1,404,670 shares; 2026Q1: 1,276,274 shares; 2026Q2: 997,377 shares 997,377 $82.6M 0.83% -278,897 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: 1,263,521 shares; 2024Q4: 1,210,431 shares; 2025Q1: 1,301,180 shares; 2025Q2: 1,240,653 shares; 2025Q3: 1,228,442 shares; 2025Q4: 1,242,168 shares; 2026Q1: 1,040,629 shares; 2026Q2: 1,138,763 shares 1,138,763 $81.1M 0.81% +98,134 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: 858,208 shares; 2024Q4: 785,151 shares; 2025Q1: 804,511 shares; 2025Q2: 877,030 shares; 2025Q3: 1,116,165 shares; 2025Q4: 1,182,227 shares; 2026Q1: 1,051,939 shares; 2026Q2: 1,114,211 shares 1,114,211 $75.8M 0.76% +62,272 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 185,715 shares; 2026Q1: 1,448,617 shares; 2026Q2: 1,703,146 shares 1,703,146 $70.9M 0.71% +254,529 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: 121,019 shares; 2024Q4: 123,773 shares; 2025Q1: 127,893 shares; 2025Q2: 132,802 shares; 2025Q3: 134,709 shares; 2025Q4: 128,337 shares; 2026Q1: 129,961 shares; 2026Q2: 122,388 shares 122,388 $68.9M 0.69% -7,573 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: 267,271 shares; 2024Q4: 263,442 shares; 2025Q1: 247,679 shares; 2025Q2: 238,357 shares; 2025Q3: 222,214 shares; 2025Q4: 215,046 shares; 2026Q1: 208,695 shares; 2026Q2: 209,540 shares 209,540 $68.6M 0.69% +845 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: 144,347 shares; 2024Q4: 148,736 shares; 2025Q1: 142,589 shares; 2025Q2: 142,052 shares; 2025Q3: 138,152 shares; 2025Q4: 139,312 shares; 2026Q1: 128,594 shares; 2026Q2: 133,986 shares 133,986 $64M 0.64% +5,392 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: 1,468,759 shares; 2024Q4: 1,202,455 shares; 2025Q1: 1,368,657 shares; 2025Q2: 1,186,494 shares; 2025Q3: 1,035,611 shares; 2025Q4: 1,041,792 shares; 2026Q1: 1,072,619 shares; 2026Q2: 1,381,084 shares 1,381,084 $63.7M 0.64% +308,465 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: 260,041 shares; 2024Q4: 141,265 shares; 2025Q1: 232,499 shares; 2025Q2: 171,447 shares; 2025Q3: 129,687 shares; 2025Q4: 182,110 shares; 2026Q1: 1,256,192 shares; 2026Q2: 679,771 shares 679,771 $62.3M 0.62% -576,421 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: 203,070 shares; 2024Q4: 206,260 shares; 2025Q1: 243,026 shares; 2025Q2: 238,582 shares; 2025Q3: 242,053 shares; 2025Q4: 246,825 shares; 2026Q1: 242,714 shares; 2026Q2: 234,831 shares 234,831 $59.6M 0.6% -7,883 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: 117,186 shares; 2024Q4: 116,619 shares; 2025Q1: 115,066 shares; 2025Q2: 116,535 shares; 2025Q3: 114,591 shares; 2025Q4: 115,202 shares; 2026Q1: 114,976 shares; 2026Q2: 114,022 shares 114,022 $59.6M 0.6% -954 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: 107,756 shares; 2024Q4: 124,948 shares; 2025Q1: 152,055 shares; 2025Q2: 193,306 shares; 2025Q3: 218,255 shares; 2025Q4: 324,082 shares; 2026Q1: 309,598 shares; 2026Q2: 258,295 shares 258,295 $58.6M 0.59% -51,303 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: 209,929 shares; 2024Q4: 299,901 shares; 2025Q1: 292,539 shares; 2025Q2: 394,002 shares; 2025Q3: 424,296 shares; 2025Q4: 445,468 shares; 2026Q1: 597,557 shares; 2026Q2: 486,087 shares 486,087 $50.5M 0.51% -111,470 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: 203,057 shares; 2024Q4: 199,071 shares; 2025Q1: 190,093 shares; 2025Q2: 191,327 shares; 2025Q3: 175,599 shares; 2025Q4: 163,114 shares; 2026Q1: 146,800 shares; 2026Q2: 146,810 shares 146,810 $50.4M 0.5% +10 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: 78,785 shares; 2024Q4: 7,931 shares; 2025Q1: 60,698 shares; 2025Q2: 12,728 shares; 2025Q3: 11,124 shares; 2025Q4: 11,512 shares; 2026Q1: 852,861 shares; 2026Q2: 488,205 shares 488,205 $49.2M 0.49% -364,656 Timeline KORP 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: 958,522 shares; 2025Q3: 985,462 shares; 2025Q4: 904,739 shares; 2026Q1: 991,752 shares; 2026Q2: 1,046,955 shares 1,046,955 $49M 0.49% +55,203 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: 38,022 shares; 2024Q4: 88,099 shares; 2025Q1: 89,802 shares; 2025Q2: 92,758 shares; 2025Q3: 98,331 shares; 2025Q4: 134,753 shares; 2026Q1: 146,280 shares; 2026Q2: 140,944 shares 140,944 $48.3M 0.48% -5,336 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: 103,796 shares; 2024Q4: 112,095 shares; 2025Q1: 119,357 shares; 2025Q2: 115,104 shares; 2025Q3: 115,236 shares; 2025Q4: 113,548 shares; 2026Q1: 118,578 shares; 2026Q2: 114,499 shares 114,499 $48.2M 0.48% -4,079 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: 3,744 shares; 2024Q4: 3,813 shares; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: 1,702 shares; 2025Q4: 28,591 shares; 2026Q1: 197,827 shares; 2026Q2: 249,265 shares 249,265 $47.8M 0.48% +51,438 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: 550,534 shares; 2024Q4: 597,700 shares; 2025Q1: 602,494 shares; 2025Q2: 624,071 shares; 2025Q3: 601,301 shares; 2025Q4: 577,553 shares; 2026Q1: 556,362 shares; 2026Q2: 491,194 shares 491,194 $47.4M 0.48% -65,168 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: 207,574 shares; 2024Q4: 139,915 shares; 2025Q1: 179,711 shares; 2025Q2: 205,717 shares; 2025Q3: 181,290 shares; 2025Q4: 222,554 shares; 2026Q1: 360,083 shares; 2026Q2: 452,406 shares 452,406 $45.3M 0.45% +92,323 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: 80,741 shares; 2024Q4: 103,846 shares; 2025Q1: 79,329 shares; 2025Q2: 104,180 shares; 2025Q3: 93,921 shares; 2025Q4: 157,694 shares; 2026Q1: 197,928 shares; 2026Q2: 231,978 shares 231,978 $44.2M 0.44% +34,050 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: 45,993 shares; 2024Q4: 48,611 shares; 2025Q1: 47,819 shares; 2025Q2: 46,517 shares; 2025Q3: 40,355 shares; 2025Q4: 40,820 shares; 2026Q1: 37,389 shares; 2026Q2: 34,121 shares 34,121 $40.9M 0.41% -3,268 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: 319,085 shares; 2024Q4: 353,787 shares; 2025Q1: 186,201 shares; 2025Q2: 196,131 shares; 2025Q3: 43,691 shares; 2025Q4: 30,152 shares; 2026Q1: 286,592 shares; 2026Q2: 317,327 shares 317,327 $39.5M 0.4% +30,735 Timeline FSMD 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: 375,662 shares; 2025Q3: 381,973 shares; 2025Q4: 385,746 shares; 2026Q1: 758,543 shares; 2026Q2: 746,717 shares 746,717 $39.5M 0.4% -11,826 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: 170,620 shares; 2024Q4: 174,857 shares; 2025Q1: 189,192 shares; 2025Q2: 178,373 shares; 2025Q3: 167,508 shares; 2025Q4: 168,667 shares; 2026Q1: 152,287 shares; 2026Q2: 154,317 shares 154,317 $38.8M 0.39% +2,030 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: 215,300 shares; 2024Q4: 214,998 shares; 2025Q1: 224,819 shares; 2025Q2: 222,290 shares; 2025Q3: 226,501 shares; 2025Q4: 224,021 shares; 2026Q1: 240,234 shares; 2026Q2: 233,447 shares 233,447 $38.7M 0.39% -6,787 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: 268,193 shares; 2025Q3: 730,741 shares; 2025Q4: 799,210 shares; 2026Q1: 889,500 shares; 2026Q2: 727,504 shares 727,504 $38.4M 0.38% -161,996 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: 21,977 shares; 2024Q4: 21,050 shares; 2025Q1: 22,062 shares; 2025Q2: 20,238 shares; 2025Q3: 25,506 shares; 2025Q4: 24,120 shares; 2026Q1: 29,043 shares; 2026Q2: 32,935 shares 32,935 $38M 0.38% +3,892 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: 446,866 shares; 2024Q4: 438,287 shares; 2025Q1: 437,560 shares; 2025Q2: 207,684 shares; 2025Q3: 213,625 shares; 2025Q4: 197,983 shares; 2026Q1: 317,778 shares; 2026Q2: 335,754 shares 335,754 $36.6M 0.37% +17,976 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: 321,400 shares; 2024Q4: 311,447 shares; 2025Q1: 321,929 shares; 2025Q2: 309,683 shares; 2025Q3: 284,311 shares; 2025Q4: 307,609 shares; 2026Q1: 301,041 shares; 2026Q2: 294,717 shares 294,717 $34.6M 0.35% -6,324 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: 646,798 shares; 2024Q4: 636,355 shares; 2025Q1: 654,278 shares; 2025Q2: 616,001 shares; 2025Q3: 625,253 shares; 2025Q4: 609,904 shares; 2026Q1: 492,893 shares; 2026Q2: 567,695 shares 567,695 $33.9M 0.34% +74,802 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: 136,202 shares; 2024Q4: 134,886 shares; 2025Q1: 168,408 shares; 2025Q2: 175,105 shares; 2025Q3: 181,492 shares; 2025Q4: 183,382 shares; 2026Q1: 189,984 shares; 2026Q2: 176,615 shares 176,615 $32M 0.32% -13,369 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459,685 shares 459,685 $31.9M 0.32% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,593 shares; 2026Q1: 353,972 shares; 2026Q2: 458,767 shares 458,767 $31.7M 0.32% +104,795 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,113 shares; 2024Q4: 606,997 shares; 2025Q1: 373,904 shares; 2025Q2: 370,089 shares; 2025Q3: 307,574 shares; 2025Q4: 357,855 shares; 2026Q1: 952,201 shares; 2026Q2: 1,143,257 shares 1,143,257 $31.7M 0.32% +191,056 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: 43,712 shares; 2024Q4: 45,469 shares; 2025Q1: 52,574 shares; 2025Q2: 60,744 shares; 2025Q3: 57,362 shares; 2025Q4: 48,669 shares; 2026Q1: 40,483 shares; 2026Q2: 43,600 shares 43,600 $31.5M 0.32% +3,117 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: 56,992 shares; 2025Q1: 71,024 shares; 2025Q2: 78,209 shares; 2025Q3: 59,184 shares; 2025Q4: 53,515 shares; 2026Q1: 64,511 shares; 2026Q2: 69,785 shares 69,785 $30.2M 0.3% +5,274 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: 161,414 shares; 2026Q2: 818,831 shares 818,831 $30M 0.3% +657,417 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: 86,691 shares; 2024Q4: 74,562 shares; 2025Q1: 74,418 shares; 2025Q2: 55,416 shares; 2025Q3: 59,521 shares; 2025Q4: 58,415 shares; 2026Q1: 60,953 shares; 2026Q2: 71,840 shares 71,840 $29.9M 0.3% +10,887 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: 28,043 shares; 2024Q4: 57,651 shares; 2025Q1: 15,954 shares; 2025Q2: 30,311 shares; 2025Q3: 30,424 shares; 2025Q4: 30,038 shares; 2026Q1: 129,191 shares; 2026Q2: 425,396 shares 425,396 $29.1M 0.29% +296,205 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503,621 shares; 2026Q2: 571,082 shares 571,082 $28.8M 0.29% +67,461 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: 235,872 shares; 2024Q4: 232,136 shares; 2025Q1: 252,206 shares; 2025Q2: 273,640 shares; 2025Q3: 272,579 shares; 2025Q4: 270,437 shares; 2026Q1: 241,578 shares; 2026Q2: 208,034 shares 208,034 $28.4M 0.28% -33,544 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: 252,823 shares; 2024Q4: 262,711 shares; 2025Q1: 252,042 shares; 2025Q2: 251,578 shares; 2025Q3: 253,325 shares; 2025Q4: 232,752 shares; 2026Q1: 200,998 shares; 2026Q2: 187,567 shares 187,567 $27.5M 0.28% -13,431 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: 13,655 shares; 2024Q4: 12,469 shares; 2025Q1: 13,192 shares; 2025Q2: 12,175 shares; 2025Q3: 10,712 shares; 2025Q4: 11,226 shares; 2026Q1: 12,700 shares; 2026Q2: 13,503 shares 13,503 $26.9M 0.27% +803 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: 33,006 shares; 2024Q4: 58,576 shares; 2025Q1: 41,950 shares; 2025Q2: 28,738 shares; 2025Q3: 40,668 shares; 2025Q4: 57,025 shares; 2026Q1: 42,181 shares; 2026Q2: 214,584 shares 214,584 $26.6M 0.27% +172,403 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: 348,307 shares; 2024Q4: 345,338 shares; 2025Q1: 342,083 shares; 2025Q2: 327,071 shares; 2025Q3: 305,904 shares; 2025Q4: 298,706 shares; 2026Q1: 247,223 shares; 2026Q2: 232,581 shares 232,581 $26.3M 0.26% -14,642 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: 473,212 shares; 2024Q4: 457,447 shares; 2025Q1: 478,735 shares; 2025Q2: 273,007 shares; 2025Q3: 411,521 shares; 2025Q4: 439,590 shares; 2026Q1: 1,062,852 shares; 2026Q2: 1,136,935 shares 1,136,935 $25.9M 0.26% +74,083 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: 111,217 shares; 2024Q4: 114,018 shares; 2025Q1: 112,514 shares; 2025Q2: 103,130 shares; 2025Q3: 106,136 shares; 2025Q4: 111,820 shares; 2026Q1: 97,589 shares; 2026Q2: 105,469 shares 105,469 $25.6M 0.26% +7,880 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: 197,999 shares; 2024Q4: 220,489 shares; 2025Q1: 246,868 shares; 2025Q2: 241,857 shares; 2025Q3: 250,827 shares; 2025Q4: 278,936 shares; 2026Q1: 312,565 shares; 2026Q2: 347,678 shares 347,678 $25.5M 0.26% +35,113 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: 65,392 shares; 2024Q4: 59,651 shares; 2025Q1: 59,966 shares; 2025Q2: 62,789 shares; 2025Q3: 64,500 shares; 2025Q4: 67,096 shares; 2026Q1: 71,414 shares; 2026Q2: 69,585 shares 69,585 $25.4M 0.25% -1,829 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: 374,400 shares; 2024Q4: 355,081 shares; 2025Q1: 337,512 shares; 2025Q2: 297,697 shares; 2025Q3: 220,488 shares; 2025Q4: 276,573 shares; 2026Q1: 257,877 shares; 2026Q2: 333,705 shares 333,705 $25.3M 0.25% +75,828 Timeline SPSB 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: 330,259 shares; 2024Q4: 372,776 shares; 2025Q1: 546,217 shares; 2025Q2: 421,198 shares; 2025Q3: 544,819 shares; 2025Q4: 638,633 shares; 2026Q1: 704,271 shares; 2026Q2: 823,528 shares 823,528 $24.7M 0.25% +119,257 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: 379,637 shares; 2024Q4: 351,001 shares; 2025Q1: 374,411 shares; 2025Q2: 410,259 shares; 2025Q3: 418,091 shares; 2025Q4: 449,707 shares; 2026Q1: 497,244 shares; 2026Q2: 509,082 shares 509,082 $24.7M 0.25% +11,838 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: 257,782 shares; 2024Q4: 227,027 shares; 2025Q1: 221,600 shares; 2025Q2: 245,828 shares; 2025Q3: 238,594 shares; 2025Q4: 227,367 shares; 2026Q1: 202,759 shares; 2026Q2: 196,475 shares 196,475 $24.5M 0.25% -6,284 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: 258,306 shares; 2024Q4: 234,776 shares; 2025Q1: 185,461 shares; 2025Q2: 189,378 shares; 2025Q3: 179,649 shares; 2025Q4: 180,988 shares; 2026Q1: 194,417 shares; 2026Q2: 190,293 shares 190,293 $24.5M 0.24% -4,124 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: 34,113 shares; 2024Q4: 25,027 shares; 2025Q1: 26,749 shares; 2025Q2: 33,237 shares; 2025Q3: 36,373 shares; 2025Q4: 38,917 shares; 2026Q1: 36,715 shares; 2026Q2: 41,861 shares 41,861 $24.3M 0.24% +5,146 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: 43,550 shares; 2024Q4: 82,242 shares; 2025Q1: 79,160 shares; 2025Q2: 77,736 shares; 2025Q3: 36,683 shares; 2025Q4: 1,628 shares; 2026Q1: 1,003 shares; 2026Q2: 70,246 shares 70,246 $24.2M 0.24% +69,243 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: 720,420 shares; 2024Q4: 716,246 shares; 2025Q1: 548,348 shares; 2025Q2: 849,856 shares; 2025Q3: 756,332 shares; 2025Q4: 707,982 shares; 2026Q1: 695,201 shares; 2026Q2: 314,256 shares 314,256 $24.1M 0.24% -380,945 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: 299,956 shares; 2024Q4: 277,331 shares; 2025Q1: 304,880 shares; 2025Q2: 296,872 shares; 2025Q3: 285,427 shares; 2025Q4: 277,739 shares; 2026Q1: 315,422 shares; 2026Q2: 295,654 shares 295,654 $24M 0.24% -19,768 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,952 shares; 2024Q4: 144,517 shares; 2025Q1: 145,851 shares; 2025Q2: 145,409 shares; 2025Q3: 146,652 shares; 2025Q4: 118,654 shares; 2026Q1: 122,573 shares; 2026Q2: 127,601 shares 127,601 $24M 0.24% +5,028 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: 48,453 shares; 2024Q4: 51,734 shares; 2025Q1: 51,781 shares; 2025Q2: 53,809 shares; 2025Q3: 60,726 shares; 2025Q4: 59,385 shares; 2026Q1: 59,045 shares; 2026Q2: 58,683 shares 58,683 $23.3M 0.23% -362 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: 74,012 shares; 2024Q4: 72,441 shares; 2025Q1: 61,845 shares; 2025Q2: 54,149 shares; 2025Q3: 46,108 shares; 2025Q4: 46,037 shares; 2026Q1: 49,795 shares; 2026Q2: 45,748 shares 45,748 $22.9M 0.23% -4,047 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: 575,958 shares; 2024Q4: 450,885 shares; 2025Q1: 319,441 shares; 2025Q2: 316,048 shares; 2025Q3: 319,701 shares; 2025Q4: 333,373 shares; 2026Q1: 358,523 shares; 2026Q2: 383,115 shares 383,115 $22.9M 0.23% +24,592 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,618 shares; 2024Q4: 81,351 shares; 2025Q1: 78,162 shares; 2025Q2: 78,128 shares; 2025Q3: 76,118 shares; 2025Q4: 70,433 shares; 2026Q1: 54,075 shares; 2026Q2: 44,252 shares 44,252 $22.7M 0.23% -9,823 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: 118,853 shares; 2024Q4: 111,813 shares; 2025Q1: 125,630 shares; 2025Q2: 124,468 shares; 2025Q3: 44,646 shares; 2025Q4: 59,241 shares; 2026Q1: 76,288 shares; 2026Q2: 90,046 shares 90,046 $22.7M 0.23% +13,758 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: 51,032 shares; 2024Q4: 50,539 shares; 2025Q1: 47,126 shares; 2025Q2: 48,000 shares; 2025Q3: 42,952 shares; 2025Q4: 369,989 shares; 2026Q1: 346,108 shares; 2026Q2: 318,037 shares 318,037 $22.7M 0.23% -28,071 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: 64,362 shares; 2024Q4: 54,454 shares; 2025Q1: 59,107 shares; 2025Q2: 69,122 shares; 2025Q3: 69,968 shares; 2025Q4: 65,352 shares; 2026Q1: 63,537 shares; 2026Q2: 74,685 shares 74,685 $22.6M 0.23% +11,148 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 589,600 shares; 2026Q2: 705,138 shares 705,138 $22.4M 0.22% +115,538 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: 40,819 shares; 2025Q2: 544,399 shares; 2025Q3: 659,847 shares; 2025Q4: 705,706 shares; 2026Q1: 774,418 shares; 2026Q2: 503,643 shares 503,643 $21.7M 0.22% -270,775 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: 455,182 shares; 2024Q4: 466,845 shares; 2025Q1: 483,032 shares; 2025Q2: 434,512 shares; 2025Q3: 400,876 shares; 2025Q4: 399,700 shares; 2026Q1: 373,799 shares; 2026Q2: 367,152 shares 367,152 $20.9M 0.21% -6,647 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: 33,853 shares; 2024Q4: 30,741 shares; 2025Q1: 31,833 shares; 2025Q2: 24,337 shares; 2025Q3: 18,935 shares; 2025Q4: 16,489 shares; 2026Q1: 16,674 shares; 2026Q2: 19,582 shares 19,582 $20.9M 0.21% +2,908 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: 69,694 shares; 2024Q4: 67,681 shares; 2025Q1: 62,213 shares; 2025Q2: 60,534 shares; 2025Q3: 52,677 shares; 2025Q4: 56,650 shares; 2026Q1: 64,914 shares; 2026Q2: 69,917 shares 69,917 $20.8M 0.21% +5,003 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,716 shares; 2024Q4: 279,454 shares; 2025Q1: 283,155 shares; 2025Q2: 295,476 shares; 2025Q3: 297,748 shares; 2025Q4: 305,107 shares; 2026Q1: 324,060 shares; 2026Q2: 316,378 shares 316,378 $20.7M 0.21% -7,682 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: 265,204 shares; 2024Q4: 285,738 shares; 2025Q1: 296,517 shares; 2025Q2: 376,124 shares; 2025Q3: 382,461 shares; 2025Q4: 402,878 shares; 2026Q1: 387,026 shares; 2026Q2: 409,467 shares 409,467 $20.7M 0.21% +22,441 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: 14,021 shares; 2024Q4: 16,630 shares; 2025Q1: 15,505 shares; 2025Q2: 20,732 shares; 2025Q3: 19,926 shares; 2025Q4: 21,584 shares; 2026Q1: 22,121 shares; 2026Q2: 171,937 shares 171,937 $20.5M 0.21% +149,816 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: 5,088 shares; 2024Q4: 6,696 shares; 2025Q1: 6,109 shares; 2025Q2: 5,394 shares; 2025Q3: 9,681 shares; 2025Q4: 12,779 shares; 2026Q1: 17,334 shares; 2026Q2: 17,350 shares 17,350 $20.4M 0.2% +16 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: 42,027 shares; 2024Q4: 251,651 shares; 2025Q1: 251,778 shares; 2025Q2: 250,815 shares; 2025Q3: 101,996 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 504,576 shares 504,576 $20.3M 0.2% new 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: 178,975 shares; 2024Q4: 159,591 shares; 2025Q1: 139,159 shares; 2025Q2: 238,845 shares; 2025Q3: 215,909 shares; 2025Q4: 228,286 shares; 2026Q1: 392,789 shares; 2026Q2: 397,686 shares 397,686 $20.3M 0.2% +4,897 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: 285,382 shares; 2024Q4: 208,829 shares; 2025Q1: 220,636 shares; 2025Q2: 229,651 shares; 2025Q3: 183,499 shares; 2025Q4: 198,401 shares; 2026Q1: 214,256 shares; 2026Q2: 226,533 shares 226,533 $19.9M 0.2% +12,277 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: 19,699 shares; 2024Q4: 32,537 shares; 2025Q1: 56,728 shares; 2025Q2: 69,512 shares; 2025Q3: 54,353 shares; 2025Q4: 54,655 shares; 2026Q1: 206,066 shares; 2026Q2: 395,897 shares 395,897 $19.9M 0.2% +189,831 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: 236,546 shares; 2024Q4: 221,347 shares; 2025Q1: 229,099 shares; 2025Q2: 264,222 shares; 2025Q3: 280,168 shares; 2025Q4: 279,160 shares; 2026Q1: 255,573 shares; 2026Q2: 236,946 shares 236,946 $19.6M 0.2% -18,627 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: 177,738 shares; 2024Q4: 181,111 shares; 2025Q1: 166,811 shares; 2025Q2: 154,109 shares; 2025Q3: 142,544 shares; 2025Q4: 131,965 shares; 2026Q1: 138,488 shares; 2026Q2: 132,587 shares 132,587 $19.4M 0.19% -5,901 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: 248,702 shares; 2024Q4: 299,711 shares; 2025Q1: 344,821 shares; 2025Q2: 349,842 shares; 2025Q3: 349,908 shares; 2025Q4: 325,828 shares; 2026Q1: 337,328 shares; 2026Q2: 247,490 shares 247,490 $19.3M 0.19% -89,838 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: 499,972 shares; 2024Q4: 517,615 shares; 2025Q1: 404,249 shares; 2025Q2: 470,480 shares; 2025Q3: 407,129 shares; 2025Q4: 396,652 shares; 2026Q1: 418,854 shares; 2026Q2: 381,823 shares 381,823 $19.2M 0.19% -37,031 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: 73,168 shares; 2024Q4: 72,748 shares; 2025Q1: 70,616 shares; 2025Q2: 65,933 shares; 2025Q3: 64,800 shares; 2025Q4: 57,859 shares; 2026Q1: 59,470 shares; 2026Q2: 54,503 shares 54,503 $19.2M 0.19% -4,967 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: 21,469 shares; 2024Q4: 23,947 shares; 2025Q1: 25,270 shares; 2025Q2: 22,183 shares; 2025Q3: 21,936 shares; 2025Q4: 20,385 shares; 2026Q1: 18,790 shares; 2026Q2: 18,998 shares 18,998 $19.2M 0.19% +208 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: 26,248 shares; 2024Q4: 27,183 shares; 2025Q1: 23,031 shares; 2025Q2: 22,765 shares; 2025Q3: 21,685 shares; 2025Q4: 21,265 shares; 2026Q1: 19,908 shares; 2026Q2: 19,601 shares 19,601 $19.2M 0.19% -307 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238,578 shares; 2026Q1: 368,352 shares; 2026Q2: 407,138 shares 407,138 $19.1M 0.19% +38,786 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: 147,134 shares; 2024Q4: 155,956 shares; 2025Q1: 97,893 shares; 2025Q2: 103,594 shares; 2025Q3: 102,328 shares; 2025Q4: 206,990 shares; 2026Q1: 216,250 shares; 2026Q2: 356,593 shares 356,593 $18.9M 0.19% +140,343 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: 9,318 shares; 2024Q4: 9,424 shares; 2025Q1: 19,260 shares; 2025Q2: 21,156 shares; 2025Q3: 19,559 shares; 2025Q4: 21,084 shares; 2026Q1: 30,241 shares; 2026Q2: 28,805 shares 28,805 $18.9M 0.19% -1,436 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: 187,824 shares; 2024Q4: 174,770 shares; 2025Q1: 179,105 shares; 2025Q2: 166,187 shares; 2025Q3: 165,624 shares; 2025Q4: 174,029 shares; 2026Q1: 183,317 shares; 2026Q2: 194,292 shares 194,292 $18.4M 0.18% +10,975 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,051 shares; 2024Q4: 14,846 shares; 2025Q1: 8,884 shares; 2025Q2: 8,400 shares; 2025Q3: 8,357 shares; 2025Q4: 7,748 shares; 2026Q1: 195,474 shares; 2026Q2: 198,667 shares 198,667 $18.3M 0.18% +3,193 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: 95,363 shares; 2024Q4: 90,398 shares; 2025Q1: 90,159 shares; 2025Q2: 93,093 shares; 2025Q3: 118,857 shares; 2025Q4: 114,958 shares; 2026Q1: 102,656 shares; 2026Q2: 102,071 shares 102,071 $18M 0.18% -585 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: 257,763 shares; 2024Q4: 279,896 shares; 2025Q1: 280,581 shares; 2025Q2: 165,953 shares; 2025Q3: 181,743 shares; 2025Q4: 170,020 shares; 2026Q1: 184,774 shares; 2026Q2: 677,733 shares 677,733 $17.9M 0.18% +492,959 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: 230,171 shares; 2024Q4: 239,032 shares; 2025Q1: 228,731 shares; 2025Q2: 243,459 shares; 2025Q3: 184,284 shares; 2025Q4: 180,250 shares; 2026Q1: 177,040 shares; 2026Q2: 127,726 shares 127,726 $17.9M 0.18% -49,314 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: 122,969 shares; 2024Q4: 449,657 shares; 2025Q1: 554,300 shares; 2025Q2: 627,847 shares; 2025Q3: 651,832 shares; 2025Q4: 592,981 shares; 2026Q1: 549,367 shares; 2026Q2: 518,232 shares 518,232 $17.5M 0.18% -31,135 Timeline GJUN 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: 344,459 shares; 2024Q4: 336,051 shares; 2025Q1: 330,669 shares; 2025Q2: 322,761 shares; 2025Q3: 254,267 shares; 2025Q4: 227,112 shares; 2026Q1: 263,286 shares; 2026Q2: 424,651 shares 424,651 $17.5M 0.18% +161,365 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,843 shares; 2024Q4: 299,433 shares; 2025Q1: 319,392 shares; 2025Q2: 334,535 shares; 2025Q3: 297,739 shares; 2025Q4: 286,416 shares; 2026Q1: 209,339 shares; 2026Q2: 182,751 shares 182,751 $17.5M 0.18% -26,588 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: 58,666 shares; 2024Q4: 56,130 shares; 2025Q1: 84,639 shares; 2025Q2: 97,050 shares; 2025Q3: 82,972 shares; 2025Q4: 79,114 shares; 2026Q1: 59,356 shares; 2026Q2: 68,378 shares 68,378 $17.5M 0.17% +9,022 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: 67,153 shares; 2024Q4: 63,170 shares; 2025Q1: 65,192 shares; 2025Q2: 63,174 shares; 2025Q3: 60,576 shares; 2025Q4: 61,381 shares; 2026Q1: 61,266 shares; 2026Q2: 64,048 shares 64,048 $17.3M 0.17% +2,782 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,075 shares; 2024Q4: 160,793 shares; 2025Q1: 161,464 shares; 2025Q2: 169,780 shares; 2025Q3: 169,242 shares; 2025Q4: 168,771 shares; 2026Q1: 142,489 shares; 2026Q2: 146,677 shares 146,677 $17.2M 0.17% +4,188 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: 187,197 shares; 2024Q4: 181,724 shares; 2025Q1: 181,361 shares; 2025Q2: 168,998 shares; 2025Q3: 173,860 shares; 2025Q4: 173,447 shares; 2026Q1: 193,529 shares; 2026Q2: 187,597 shares 187,597 $17.1M 0.17% -5,932 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: 30,380 shares; 2024Q4: 60,312 shares; 2025Q1: 56,092 shares; 2025Q2: 52,871 shares; 2025Q3: 53,111 shares; 2025Q4: 49,323 shares; 2026Q1: 34,421 shares; 2026Q2: 49,838 shares 49,838 $17M 0.17% +15,417 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,952 shares; 2024Q4: 15,367 shares; 2025Q1: 16,008 shares; 2025Q2: 13,996 shares; 2025Q3: 7,811 shares; 2025Q4: 8,333 shares; 2026Q1: 29,930 shares; 2026Q2: 200,080 shares 200,080 $16.5M 0.17% +170,150 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: 10,647 shares; 2024Q4: 7,450 shares; 2025Q1: 7,906 shares; 2025Q2: 7,358 shares; 2025Q3: 7,703 shares; 2025Q4: 7,296 shares; 2026Q1: 7,098 shares; 2026Q2: 54,767 shares 54,767 $16.5M 0.17% +47,669 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: 49,021 shares; 2024Q4: 50,085 shares; 2025Q1: 53,333 shares; 2025Q2: 48,933 shares; 2025Q3: 49,795 shares; 2025Q4: 48,176 shares; 2026Q1: 48,566 shares; 2026Q2: 48,360 shares 48,360 $16.4M 0.16% -206 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: 65,562 shares; 2024Q4: 65,874 shares; 2025Q1: 76,023 shares; 2025Q2: 76,832 shares; 2025Q3: 79,380 shares; 2025Q4: 75,220 shares; 2026Q1: 75,553 shares; 2026Q2: 75,494 shares 75,494 $16.3M 0.16% -59 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: 151,619 shares; 2024Q4: 159,643 shares; 2025Q1: 168,620 shares; 2025Q2: 183,687 shares; 2025Q3: 188,280 shares; 2025Q4: 160,745 shares; 2026Q1: 172,518 shares; 2026Q2: 169,572 shares 169,572 $16.3M 0.16% -2,946 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: 30,924 shares; 2024Q4: 29,796 shares; 2025Q1: 28,716 shares; 2025Q2: 28,901 shares; 2025Q3: 30,174 shares; 2025Q4: 27,083 shares; 2026Q1: 31,288 shares; 2026Q2: 31,389 shares 31,389 $16.3M 0.16% +101 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: 188,426 shares; 2024Q4: 189,681 shares; 2025Q1: 193,777 shares; 2025Q2: 188,205 shares; 2025Q3: 177,149 shares; 2025Q4: 171,791 shares; 2026Q1: 164,441 shares; 2026Q2: 167,688 shares 167,688 $16.1M 0.16% +3,247 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: 73,807 shares; 2024Q4: 72,704 shares; 2025Q1: 62,981 shares; 2025Q2: 67,452 shares; 2025Q3: 66,906 shares; 2025Q4: 65,511 shares; 2026Q1: 64,714 shares; 2026Q2: 65,354 shares 65,354 $16.1M 0.16% +640 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: 47,724 shares; 2024Q4: 49,268 shares; 2025Q1: 37,009 shares; 2025Q2: 43,424 shares; 2025Q3: 42,002 shares; 2025Q4: 42,447 shares; 2026Q1: 43,841 shares; 2026Q2: 47,028 shares 47,028 $16M 0.16% +3,187 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: 81,969 shares; 2024Q4: 82,788 shares; 2025Q1: 82,183 shares; 2025Q2: 80,548 shares; 2025Q3: 73,278 shares; 2025Q4: 73,273 shares; 2026Q1: 66,371 shares; 2026Q2: 56,830 shares 56,830 $16M 0.16% -9,541 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: 54,202 shares; 2024Q4: 54,252 shares; 2025Q1: 160,630 shares; 2025Q2: 190,796 shares; 2025Q3: 209,694 shares; 2025Q4: 206,774 shares; 2026Q1: 186,094 shares; 2026Q2: 158,818 shares 158,818 $15.9M 0.16% -27,276 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: 47,047 shares; 2024Q4: 44,612 shares; 2025Q1: 49,920 shares; 2025Q2: 46,072 shares; 2025Q3: 41,447 shares; 2025Q4: 52,324 shares; 2026Q1: 47,583 shares; 2026Q2: 43,724 shares 43,724 $15.8M 0.16% -3,859 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,503 shares; 2024Q4: 51,602 shares; 2025Q1: 12,817 shares; 2025Q2: 8,854 shares; 2025Q3: 37,149 shares; 2025Q4: 26,183 shares; 2026Q1: 3,550 shares; 2026Q2: 52,620 shares 52,620 $15.8M 0.16% +49,070 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: 105,863 shares; 2024Q4: 105,295 shares; 2025Q1: 102,745 shares; 2025Q2: 85,837 shares; 2025Q3: 74,419 shares; 2025Q4: 71,737 shares; 2026Q1: 74,105 shares; 2026Q2: 75,523 shares 75,523 $15.8M 0.16% +1,418 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: 155,300 shares; 2024Q4: 153,643 shares; 2025Q1: 139,040 shares; 2025Q2: 136,275 shares; 2025Q3: 134,440 shares; 2025Q4: 129,606 shares; 2026Q1: 118,905 shares; 2026Q2: 102,723 shares 102,723 $15.6M 0.16% -16,182 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,361,713 shares; 2024Q4: 5,389,804 shares; 2025Q1: 1,670,598 shares; 2025Q2: 2,058,145 shares; 2025Q3: 1,439,096 shares; 2025Q4: 629,730 shares; 2026Q1: 690,717 shares; 2026Q2: 672,890 shares 672,890 $15.3M 0.15% -17,827 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: 104,702 shares; 2024Q4: 80,170 shares; 2025Q1: 95,525 shares; 2025Q2: 103,954 shares; 2025Q3: 115,921 shares; 2025Q4: 118,687 shares; 2026Q1: 111,224 shares; 2026Q2: 111,883 shares 111,883 $15.2M 0.15% +659 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,714 shares; 2024Q4: 121,509 shares; 2025Q1: 137,263 shares; 2025Q2: 140,800 shares; 2025Q3: 403,556 shares; 2025Q4: 390,357 shares; 2026Q1: 364,294 shares; 2026Q2: 326,330 shares 326,330 $15.1M 0.15% -37,964 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: 74,913 shares; 2024Q4: 101,102 shares; 2025Q1: 97,432 shares; 2025Q2: 91,761 shares; 2025Q3: 95,858 shares; 2025Q4: 96,374 shares; 2026Q1: 186,306 shares; 2026Q2: 158,890 shares 158,890 $15M 0.15% -27,416 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,125 shares; 2024Q4: 18,598 shares; 2025Q1: 23,282 shares; 2025Q2: 23,501 shares; 2025Q3: 25,919 shares; 2025Q4: 28,261 shares; 2026Q1: 27,342 shares; 2026Q2: 30,245 shares 30,245 $15M 0.15% +2,903 Timeline FJUN 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: 143,249 shares; 2024Q4: 137,384 shares; 2025Q1: 148,249 shares; 2025Q2: 115,926 shares; 2025Q3: 90,640 shares; 2025Q4: 80,709 shares; 2026Q1: 94,511 shares; 2026Q2: 250,168 shares 250,168 $15M 0.15% +155,657 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: 74,866 shares; 2024Q4: 81,201 shares; 2025Q1: 84,426 shares; 2025Q2: 92,615 shares; 2025Q3: 99,927 shares; 2025Q4: 103,989 shares; 2026Q1: 108,506 shares; 2026Q2: 103,071 shares 103,071 $14.9M 0.15% -5,435 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: 185,707 shares; 2024Q4: 177,923 shares; 2025Q1: 184,185 shares; 2025Q2: 177,943 shares; 2025Q3: 179,943 shares; 2025Q4: 169,310 shares; 2026Q1: 118,551 shares; 2026Q2: 134,589 shares 134,589 $14.8M 0.15% +16,038 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: 372,413 shares; 2024Q4: 362,484 shares; 2025Q1: 366,926 shares; 2025Q2: 366,683 shares; 2025Q3: 338,443 shares; 2025Q4: 304,749 shares; 2026Q1: 312,887 shares; 2026Q2: 348,542 shares 348,542 $14.8M 0.15% +35,655 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: 23,407 shares; 2024Q4: 23,012 shares; 2025Q1: 26,554 shares; 2025Q2: 24,767 shares; 2025Q3: 33,450 shares; 2025Q4: 31,121 shares; 2026Q1: 32,635 shares; 2026Q2: 39,427 shares 39,427 $14.7M 0.15% +6,792 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,583 shares; 2024Q4: 157,977 shares; 2025Q1: 236,264 shares; 2025Q2: 246,391 shares; 2025Q3: 242,411 shares; 2025Q4: 278,675 shares; 2026Q1: 520,965 shares; 2026Q2: 544,755 shares 544,755 $14.4M 0.14% +23,790 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456,665 shares; 2024Q4: 2,562,615 shares; 2025Q1: 1,164,755 shares; 2025Q2: 1,144,587 shares; 2025Q3: 1,013,367 shares; 2025Q4: 602,992 shares; 2026Q1: 596,405 shares; 2026Q2: 300,933 shares 300,933 $14.4M 0.14% -295,472 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: 52,415 shares; 2024Q4: 54,975 shares; 2025Q1: 52,441 shares; 2025Q2: 53,430 shares; 2025Q3: 57,110 shares; 2025Q4: 48,343 shares; 2026Q1: 41,153 shares; 2026Q2: 33,582 shares 33,582 $14.3M 0.14% -7,571 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: 155,660 shares; 2024Q4: 152,483 shares; 2025Q1: 161,684 shares; 2025Q2: 155,784 shares; 2025Q3: 161,526 shares; 2025Q4: 172,822 shares; 2026Q1: 154,773 shares; 2026Q2: 162,938 shares 162,938 $14.3M 0.14% +8,165 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: 59,553 shares; 2024Q4: 63,134 shares; 2025Q1: 79,475 shares; 2025Q2: 180,582 shares; 2025Q3: 193,425 shares; 2025Q4: 189,053 shares; 2026Q1: 174,316 shares; 2026Q2: 176,381 shares 176,381 $14.3M 0.14% +2,065 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: 207,683 shares; 2024Q4: 328,958 shares; 2025Q1: 362,206 shares; 2025Q2: 281,120 shares; 2025Q3: 262,041 shares; 2025Q4: 259,828 shares; 2026Q1: 241,539 shares; 2026Q2: 266,380 shares 266,380 $14.3M 0.14% +24,841 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: 157,712 shares; 2024Q4: 141,169 shares; 2025Q1: 154,350 shares; 2025Q2: 180,587 shares; 2025Q3: 181,568 shares; 2025Q4: 177,296 shares; 2026Q1: 169,771 shares; 2026Q2: 153,187 shares 153,187 $14.1M 0.14% -16,584 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,548 shares; 2024Q4: 97,180 shares; 2025Q1: 115,857 shares; 2025Q2: 124,041 shares; 2025Q3: 122,422 shares; 2025Q4: 122,029 shares; 2026Q1: 129,369 shares; 2026Q2: 134,901 shares 134,901 $14M 0.14% +5,532 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: 76,214 shares; 2024Q4: 53,975 shares; 2025Q1: 82,613 shares; 2025Q2: 94,490 shares; 2025Q3: 86,138 shares; 2025Q4: 88,205 shares; 2026Q1: 110,275 shares; 2026Q2: 100,295 shares 100,295 $14M 0.14% -9,980 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: 149,304 shares; 2024Q4: 159,875 shares; 2025Q1: 157,874 shares; 2025Q2: 163,265 shares; 2025Q3: 151,207 shares; 2025Q4: 157,338 shares; 2026Q1: 152,663 shares; 2026Q2: 163,207 shares 163,207 $14M 0.14% +10,544 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: 40,436 shares; 2024Q4: 44,943 shares; 2025Q1: 30,198 shares; 2025Q2: 16,667 shares; 2025Q3: 15,473 shares; 2025Q4: 35,409 shares; 2026Q1: 29,224 shares; 2026Q2: 32,330 shares 32,330 $13.9M 0.14% +3,106 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: 49,238 shares; 2024Q4: 43,628 shares; 2025Q1: 43,538 shares; 2025Q2: 48,579 shares; 2025Q3: 33,246 shares; 2025Q4: 32,421 shares; 2026Q1: 28,478 shares; 2026Q2: 27,658 shares 27,658 $13.9M 0.14% -820 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444,813 shares 444,813 $13.9M 0.14% new 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: 64,538 shares; 2024Q4: 62,625 shares; 2025Q1: 67,790 shares; 2025Q2: 52,025 shares; 2025Q3: 48,052 shares; 2025Q4: 47,061 shares; 2026Q1: 49,785 shares; 2026Q2: 50,443 shares 50,443 $13.7M 0.14% +658 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,702 shares; 2024Q4: 90,796 shares; 2025Q1: 111,955 shares; 2025Q2: 115,157 shares; 2025Q3: 110,805 shares; 2025Q4: 108,223 shares; 2026Q1: 144,740 shares; 2026Q2: 151,504 shares 151,504 $13.7M 0.14% +6,764 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: 133,640 shares; 2024Q4: 179,832 shares; 2025Q1: 97,736 shares; 2025Q2: 98,329 shares; 2025Q3: 111,810 shares; 2025Q4: 154,062 shares; 2026Q1: 141,823 shares; 2026Q2: 161,989 shares 161,989 $13.6M 0.14% +20,166 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: 35,072 shares; 2024Q4: 36,723 shares; 2025Q1: 38,592 shares; 2025Q2: 48,918 shares; 2025Q3: 50,783 shares; 2025Q4: 53,196 shares; 2026Q1: 50,975 shares; 2026Q2: 59,553 shares 59,553 $13.5M 0.14% +8,578 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: 477,706 shares 477,706 $13.4M 0.13% new 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: 64,858 shares; 2026Q2: 69,989 shares 69,989 $13.3M 0.13% +5,131 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: 112,287 shares; 2024Q4: 101,533 shares; 2025Q1: 121,199 shares; 2025Q2: 107,116 shares; 2025Q3: 97,185 shares; 2025Q4: 99,845 shares; 2026Q1: 104,952 shares; 2026Q2: 96,935 shares 96,935 $13.1M 0.13% -8,017 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,566 shares; 2025Q1: 169,774 shares; 2025Q2: 297,813 shares; 2025Q3: 415,038 shares; 2025Q4: 485,069 shares; 2026Q1: 608,606 shares; 2026Q2: 656,158 shares 656,158 $13M 0.13% +47,552 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: 75,222 shares; 2024Q4: 111,228 shares; 2025Q1: 91,699 shares; 2025Q2: 90,432 shares; 2025Q3: 88,834 shares; 2025Q4: 88,574 shares; 2026Q1: 81,015 shares; 2026Q2: 475,848 shares 475,848 $13M 0.13% +394,833 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: 35,188 shares; 2024Q4: 29,864 shares; 2025Q1: 42,050 shares; 2025Q2: 48,201 shares; 2025Q3: 49,721 shares; 2025Q4: 50,142 shares; 2026Q1: 41,810 shares; 2026Q2: 41,348 shares 41,348 $12.9M 0.13% -462 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: 14,829 shares; 2025Q1: 14,288 shares; 2025Q2: 15,325 shares; 2025Q3: 15,023 shares; 2025Q4: 15,281 shares; 2026Q1: 14,459 shares; 2026Q2: 13,355 shares 13,355 $12.8M 0.13% -1,104 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,554 shares; 2024Q4: 144,438 shares; 2025Q1: 187,171 shares; 2025Q2: 191,816 shares; 2025Q3: 192,958 shares; 2025Q4: 195,959 shares; 2026Q1: 193,055 shares; 2026Q2: 193,726 shares 193,726 $12.8M 0.13% +671 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: 38,681 shares; 2024Q4: 36,503 shares; 2025Q1: 38,217 shares; 2025Q2: 38,536 shares; 2025Q3: 36,451 shares; 2025Q4: 34,496 shares; 2026Q1: 30,388 shares; 2026Q2: 25,900 shares 25,900 $12.7M 0.13% -4,488 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,383 shares; 2024Q4: 168,825 shares; 2025Q1: 177,520 shares; 2025Q2: 190,823 shares; 2025Q3: 181,450 shares; 2025Q4: 161,388 shares; 2026Q1: 128,006 shares; 2026Q2: 111,018 shares 111,018 $12.7M 0.13% -16,988 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: 10,374 shares; 2024Q4: 125,065 shares; 2025Q1: 127,253 shares; 2025Q2: 136,889 shares; 2025Q3: 69,831 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153,751 shares 153,751 $12.7M 0.13% new 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: 101,535 shares; 2024Q4: 99,767 shares; 2025Q1: 101,592 shares; 2025Q2: 87,147 shares; 2025Q3: 81,311 shares; 2025Q4: 99,125 shares; 2026Q1: 100,360 shares; 2026Q2: 116,329 shares 116,329 $12.5M 0.13% +15,969 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267,064 shares; 2024Q4: 2,374,936 shares; 2025Q1: 834,447 shares; 2025Q2: 925,763 shares; 2025Q3: 762,988 shares; 2025Q4: 259,316 shares; 2026Q1: 302,883 shares; 2026Q2: 304,411 shares 304,411 $12.5M 0.13% +1,528 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,963 shares; 2024Q4: 114,698 shares; 2025Q1: 113,993 shares; 2025Q2: 118,827 shares; 2025Q3: 122,406 shares; 2025Q4: 126,211 shares; 2026Q1: 139,632 shares; 2026Q2: 156,519 shares 156,519 $12.2M 0.12% +16,887 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: 40,647 shares; 2024Q4: 37,618 shares; 2025Q1: 32,304 shares; 2025Q2: 38,005 shares; 2025Q3: 36,096 shares; 2025Q4: 37,916 shares; 2026Q1: 35,994 shares; 2026Q2: 34,476 shares 34,476 $12.2M 0.12% -1,518 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: 157,566 shares; 2024Q4: 152,935 shares; 2025Q1: 145,559 shares; 2025Q2: 149,680 shares; 2025Q3: 136,896 shares; 2025Q4: 151,508 shares; 2026Q1: 146,146 shares; 2026Q2: 156,993 shares 156,993 $12.1M 0.12% +10,847 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: 174,340 shares; 2024Q4: 207,266 shares; 2025Q1: 185,455 shares; 2025Q2: 187,619 shares; 2025Q3: 209,712 shares; 2025Q4: 230,049 shares; 2026Q1: 247,428 shares; 2026Q2: 264,410 shares 264,410 $12M 0.12% +16,982 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,548 shares; 2024Q4: 14,651 shares; 2025Q1: 15,573 shares; 2025Q2: 19,276 shares; 2025Q3: 18,673 shares; 2025Q4: 17,313 shares; 2026Q1: 17,672 shares; 2026Q2: 30,858 shares 30,858 $11.9M 0.12% +13,186 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: 266,215 shares; 2024Q4: 251,237 shares; 2025Q1: 297,176 shares; 2025Q2: 324,996 shares; 2025Q3: 287,663 shares; 2025Q4: 170,637 shares; 2026Q1: 197,593 shares; 2026Q2: 54,355 shares 54,355 $11.9M 0.12% -143,238 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,290 shares; 2024Q4: 204,867 shares; 2025Q1: 233,596 shares; 2025Q2: 217,329 shares; 2025Q3: 209,520 shares; 2025Q4: 208,114 shares; 2026Q1: 181,118 shares; 2026Q2: 179,890 shares 179,890 $11.8M 0.12% -1,228 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: 168,605 shares; 2024Q4: 157,663 shares; 2025Q1: 122,779 shares; 2025Q2: 165,859 shares; 2025Q3: 162,904 shares; 2025Q4: 157,525 shares; 2026Q1: 163,637 shares; 2026Q2: 153,817 shares 153,817 $11.8M 0.12% -9,820 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: 284,832 shares; 2024Q4: 280,288 shares; 2025Q1: 231,496 shares; 2025Q2: 256,715 shares; 2025Q3: 193,352 shares; 2025Q4: 190,473 shares; 2026Q1: 191,259 shares; 2026Q2: 193,924 shares 193,924 $11.7M 0.12% +2,665 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: 116,060 shares; 2024Q4: 114,967 shares; 2025Q1: 122,943 shares; 2025Q2: 120,421 shares; 2025Q3: 111,535 shares; 2025Q4: 101,680 shares; 2026Q1: 88,744 shares; 2026Q2: 63,249 shares 63,249 $11.7M 0.12% -25,495 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,007 shares; 2024Q4: 24,373 shares; 2025Q1: 37,094 shares; 2025Q2: 35,478 shares; 2025Q3: 90,404 shares; 2025Q4: 92,756 shares; 2026Q1: 45,381 shares; 2026Q2: 48,121 shares 48,121 $11.7M 0.12% +2,740 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,454 shares; 2024Q4: 276,162 shares; 2025Q1: 289,193 shares; 2025Q2: 251,866 shares; 2025Q3: 227,800 shares; 2025Q4: 231,701 shares; 2026Q1: 239,101 shares; 2026Q2: 247,999 shares 247,999 $11.6M 0.12% +8,898 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: 75,118 shares; 2024Q4: 82,359 shares; 2025Q1: 86,893 shares; 2025Q2: 80,390 shares; 2025Q3: 81,812 shares; 2025Q4: 80,668 shares; 2026Q1: 70,164 shares; 2026Q2: 83,365 shares 83,365 $11.4M 0.11% +13,201 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,715 shares; 2024Q4: 130,357 shares; 2025Q1: 123,325 shares; 2025Q2: 127,526 shares; 2025Q3: 112,692 shares; 2025Q4: 109,053 shares; 2026Q1: 116,095 shares; 2026Q2: 115,062 shares 115,062 $11.3M 0.11% -1,033 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775,200 shares; 2024Q4: 842,286 shares; 2025Q1: 985,269 shares; 2025Q2: 918,572 shares; 2025Q3: 891,128 shares; 2025Q4: 886,146 shares; 2026Q1: 992,842 shares; 2026Q2: 846,397 shares 846,397 $11.2M 0.11% -146,445 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: 6,557 shares; 2024Q4: 4,160 shares; 2025Q1: not reported; 2025Q2: 4,464 shares; 2025Q3: 8,947 shares; 2025Q4: 12,628 shares; 2026Q1: 15,387 shares; 2026Q2: 17,325 shares 17,325 $11.1M 0.11% +1,938 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: 157,916 shares; 2024Q4: 137,070 shares; 2025Q1: 162,804 shares; 2025Q2: 184,622 shares; 2025Q3: 177,434 shares; 2025Q4: 146,601 shares; 2026Q1: 134,254 shares; 2026Q2: 107,953 shares 107,953 $11M 0.11% -26,301 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,873 shares; 2024Q4: 63,704 shares; 2025Q1: 66,861 shares; 2025Q2: 69,342 shares; 2025Q3: 70,342 shares; 2025Q4: 75,277 shares; 2026Q1: 87,590 shares; 2026Q2: 94,457 shares 94,457 $11M 0.11% +6,867 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,071 shares; 2024Q4: 88,288 shares; 2025Q1: 114,944 shares; 2025Q2: 121,785 shares; 2025Q3: 117,322 shares; 2025Q4: 114,802 shares; 2026Q1: 141,801 shares; 2026Q2: 145,071 shares 145,071 $10.9M 0.11% +3,270 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: 23,208 shares; 2024Q4: 22,714 shares; 2025Q1: 21,716 shares; 2025Q2: 19,374 shares; 2025Q3: 16,403 shares; 2025Q4: 14,994 shares; 2026Q1: 12,243 shares; 2026Q2: 11,636 shares 11,636 $10.9M 0.11% -607 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: 125,692 shares; 2024Q4: 121,902 shares; 2025Q1: 119,399 shares; 2025Q2: 99,626 shares; 2025Q3: 88,632 shares; 2025Q4: 94,312 shares; 2026Q1: 104,367 shares; 2026Q2: 113,465 shares 113,465 $10.9M 0.11% +9,098 Timeline FLRN 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: 224,766 shares; 2024Q4: not reported; 2025Q1: 8,935 shares; 2025Q2: 10,598 shares; 2025Q3: 13,575 shares; 2025Q4: 136,856 shares; 2026Q1: 195,468 shares; 2026Q2: 347,151 shares 347,151 $10.7M 0.11% +151,683 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: 220,438 shares; 2024Q4: 225,252 shares; 2025Q1: 224,769 shares; 2025Q2: 208,394 shares; 2025Q3: 201,772 shares; 2025Q4: 146,494 shares; 2026Q1: 143,268 shares; 2026Q2: 138,373 shares 138,373 $10.7M 0.11% -4,895 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: 15,921 shares; 2024Q4: 16,406 shares; 2025Q1: 13,728 shares; 2025Q2: 21,522 shares; 2025Q3: 22,583 shares; 2025Q4: 21,472 shares; 2026Q1: 11,062 shares; 2026Q2: 131,755 shares 131,755 $10.6M 0.11% +120,693 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: 14,387 shares; 2024Q4: 12,927 shares; 2025Q1: 14,665 shares; 2025Q2: 13,560 shares; 2025Q3: 13,091 shares; 2025Q4: 16,481 shares; 2026Q1: 13,982 shares; 2026Q2: 14,866 shares 14,866 $10.6M 0.11% +884 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: 41,045 shares; 2024Q4: 43,457 shares; 2025Q1: 35,852 shares; 2025Q2: 47,140 shares; 2025Q3: 48,706 shares; 2025Q4: 48,530 shares; 2026Q1: 48,636 shares; 2026Q2: 52,677 shares 52,677 $10.6M 0.11% +4,041 Timeline VFLO 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: 88,720 shares; 2024Q4: 208,375 shares; 2025Q1: 353,362 shares; 2025Q2: 296,190 shares; 2025Q3: 204,255 shares; 2025Q4: 194,602 shares; 2026Q1: 229,338 shares; 2026Q2: 229,827 shares 229,827 $10.5M 0.11% +489 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: 448,080 shares; 2024Q4: 472,676 shares; 2025Q1: 429,875 shares; 2025Q2: 307,056 shares; 2025Q3: 237,386 shares; 2025Q4: 239,654 shares; 2026Q1: 240,787 shares; 2026Q2: 241,287 shares 241,287 $10.4M 0.1% +500 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 14,116 shares; 2026Q1: 22,091 shares; 2026Q2: 63,842 shares 63,842 $10M 0.1% +41,751 Timeline FMAY 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: 19,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,395 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178,044 shares 178,044 $10M 0.1% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,998 shares; 2024Q4: 59,813 shares; 2025Q1: 43,694 shares; 2025Q2: 46,759 shares; 2025Q3: 66,846 shares; 2025Q4: 81,011 shares; 2026Q1: 72,585 shares; 2026Q2: 130,936 shares 130,936 $9.97M 0.1% +58,351 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: 7,959 shares; 2024Q4: 78,762 shares; 2025Q1: 20,376 shares; 2025Q2: 14,419 shares; 2025Q3: 37,661 shares; 2025Q4: 45,956 shares; 2026Q1: 30,197 shares; 2026Q2: 41,028 shares 41,028 $9.95M 0.1% +10,831 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: 76,776 shares; 2025Q1: 69,293 shares; 2025Q2: 49,572 shares; 2025Q3: 51,634 shares; 2025Q4: 50,592 shares; 2026Q1: 53,167 shares; 2026Q2: 58,191 shares 58,191 $9.89M 0.1% +5,024 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: 11,579 shares; 2024Q4: 12,822 shares; 2025Q1: 12,678 shares; 2025Q2: 17,927 shares; 2025Q3: 16,883 shares; 2025Q4: 17,071 shares; 2026Q1: 17,967 shares; 2026Q2: 15,556 shares 15,556 $9.87M 0.1% -2,411 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: 36,234 shares; 2024Q4: 35,277 shares; 2025Q1: 33,008 shares; 2025Q2: 33,787 shares; 2025Q3: 29,499 shares; 2025Q4: 35,939 shares; 2026Q1: 29,637 shares; 2026Q2: 24,737 shares 24,737 $9.84M 0.1% -4,900 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: 63,540 shares; 2024Q4: 70,677 shares; 2025Q1: 67,044 shares; 2025Q2: 66,536 shares; 2025Q3: 64,868 shares; 2025Q4: 58,775 shares; 2026Q1: 46,052 shares; 2026Q2: 43,886 shares 43,886 $9.83M 0.1% -2,166 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: 198,760 shares; 2024Q4: 78,682 shares; 2025Q1: 69,940 shares; 2025Q2: 45,591 shares; 2025Q3: 48,529 shares; 2025Q4: 71,182 shares; 2026Q1: 90,705 shares; 2026Q2: 97,214 shares 97,214 $9.79M 0.1% +6,509 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: 82,645 shares; 2024Q4: 67,383 shares; 2025Q1: 64,634 shares; 2025Q2: 79,026 shares; 2025Q3: 75,057 shares; 2025Q4: 87,963 shares; 2026Q1: 85,676 shares; 2026Q2: 76,216 shares 76,216 $9.63M 0.1% -9,460 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: 50,000 shares; 2024Q4: 44,024 shares; 2025Q1: 35,025 shares; 2025Q2: 39,767 shares; 2025Q3: 39,704 shares; 2025Q4: 57,889 shares; 2026Q1: 75,611 shares; 2026Q2: 81,860 shares 81,860 $9.6M 0.1% +6,249 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: 74,105 shares; 2024Q4: 77,000 shares; 2025Q1: 104,008 shares; 2025Q2: 100,632 shares; 2025Q3: 66,522 shares; 2025Q4: 59,902 shares; 2026Q1: 59,866 shares; 2026Q2: 60,500 shares 60,500 $9.6M 0.1% +634 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: 59,373 shares; 2024Q4: 57,214 shares; 2025Q1: 51,929 shares; 2025Q2: 46,114 shares; 2025Q3: 44,753 shares; 2025Q4: 44,354 shares; 2026Q1: 43,345 shares; 2026Q2: 43,333 shares 43,333 $9.55M 0.1% -12 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,438 shares; 2024Q4: 83,518 shares; 2025Q1: 92,291 shares; 2025Q2: 120,068 shares; 2025Q3: 137,034 shares; 2025Q4: 138,881 shares; 2026Q1: 138,313 shares; 2026Q2: 138,321 shares 138,321 $9.53M 0.1% +8 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,933 shares; 2024Q4: 134,345 shares; 2025Q1: 136,328 shares; 2025Q2: 133,604 shares; 2025Q3: 122,616 shares; 2025Q4: 105,480 shares; 2026Q1: 101,280 shares; 2026Q2: 99,345 shares 99,345 $9.48M 0.09% -1,935 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: 68,365 shares; 2024Q4: 126,471 shares; 2025Q1: 300,806 shares; 2025Q2: 177,005 shares; 2025Q3: 224,896 shares; 2025Q4: 228,581 shares; 2026Q1: 131,381 shares; 2026Q2: 125,220 shares 125,220 $9.46M 0.09% -6,161 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,969 shares; 2024Q4: 191,693 shares; 2025Q1: 202,044 shares; 2025Q2: 204,088 shares; 2025Q3: 204,726 shares; 2025Q4: 318,179 shares; 2026Q1: 332,737 shares; 2026Q2: 374,417 shares 374,417 $9.45M 0.09% +41,680 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: 46,040 shares; 2024Q4: 43,263 shares; 2025Q1: 46,493 shares; 2025Q2: 53,286 shares; 2025Q3: 58,465 shares; 2025Q4: 58,266 shares; 2026Q1: 62,456 shares; 2026Q2: 60,245 shares 60,245 $9.44M 0.09% -2,211 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,802 shares; 2024Q4: 94,849 shares; 2025Q1: 80,009 shares; 2025Q2: 70,321 shares; 2025Q3: 74,107 shares; 2025Q4: 73,038 shares; 2026Q1: 74,427 shares; 2026Q2: 82,087 shares 82,087 $9.43M 0.09% +7,660 Timeline JVAL 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: 45,440 shares; 2025Q1: 138,330 shares; 2025Q2: 159,559 shares; 2025Q3: 149,408 shares; 2025Q4: 126,322 shares; 2026Q1: 213,641 shares; 2026Q2: 159,427 shares 159,427 $9.35M 0.09% -54,214 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: 111,281 shares; 2024Q4: 109,565 shares; 2025Q1: 98,623 shares; 2025Q2: 105,211 shares; 2025Q3: 105,929 shares; 2025Q4: 126,190 shares; 2026Q1: 129,650 shares; 2026Q2: 129,234 shares 129,234 $9.3M 0.09% -416 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: 83,853 shares; 2024Q4: 88,755 shares; 2025Q1: 83,117 shares; 2025Q2: 78,073 shares; 2025Q3: 80,004 shares; 2025Q4: 72,591 shares; 2026Q1: 67,997 shares; 2026Q2: 55,681 shares 55,681 $9.28M 0.09% -12,316 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: 59,025 shares; 2024Q4: 56,075 shares; 2025Q1: 69,171 shares; 2025Q2: 72,249 shares; 2025Q3: 65,265 shares; 2025Q4: 85,949 shares; 2026Q1: 91,598 shares; 2026Q2: 146,492 shares 146,492 $9.21M 0.09% +54,894 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182,030 shares 182,030 $9.15M 0.09% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,716 shares; 2024Q4: 221,770 shares; 2025Q1: 231,451 shares; 2025Q2: 207,250 shares; 2025Q3: 211,812 shares; 2025Q4: 326,570 shares; 2026Q1: 338,284 shares; 2026Q2: 377,655 shares 377,655 $9.15M 0.09% +39,371 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,094 shares; 2024Q4: 132,657 shares; 2025Q1: 134,319 shares; 2025Q2: 132,837 shares; 2025Q3: 133,421 shares; 2025Q4: 115,151 shares; 2026Q1: 132,944 shares; 2026Q2: 152,729 shares 152,729 $9.13M 0.09% +19,785 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: 55,241 shares; 2024Q4: 49,518 shares; 2025Q1: 48,426 shares; 2025Q2: 26,238 shares; 2025Q3: 20,346 shares; 2025Q4: 19,491 shares; 2026Q1: 12,901 shares; 2026Q2: 49,001 shares 49,001 $9.08M 0.09% +36,100 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,698 shares; 2024Q4: 212,370 shares; 2025Q1: 221,213 shares; 2025Q2: 200,543 shares; 2025Q3: 204,585 shares; 2025Q4: 322,395 shares; 2026Q1: 334,454 shares; 2026Q2: 374,157 shares 374,157 $9.06M 0.09% +39,703 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: 67,940 shares; 2024Q4: 31,442 shares; 2025Q1: 31,214 shares; 2025Q2: 83,794 shares; 2025Q3: 99,735 shares; 2025Q4: 105,514 shares; 2026Q1: 139,845 shares; 2026Q2: 146,338 shares 146,338 $9.04M 0.09% +6,493 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,030 shares; 2025Q1: 2,032 shares; 2025Q2: 2,291 shares; 2025Q3: 2,145 shares; 2025Q4: 1,858 shares; 2026Q1: 1,881 shares; 2026Q2: 50,578 shares 50,578 $9.02M 0.09% +48,697 Timeline AFIF HORIZON FDS More: the full row for HORIZON 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: 956,431 shares 956,431 $9M 0.09% new 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: 282,976 shares; 2024Q4: 193,394 shares; 2025Q1: 142,391 shares; 2025Q2: 152,695 shares; 2025Q3: 145,898 shares; 2025Q4: 134,667 shares; 2026Q1: 115,627 shares; 2026Q2: 103,755 shares 103,755 $8.97M 0.09% -11,872 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: 74,876 shares; 2024Q4: 112,466 shares; 2025Q1: 96,299 shares; 2025Q2: 95,162 shares; 2025Q3: 67,619 shares; 2025Q4: 51,524 shares; 2026Q1: 69,346 shares; 2026Q2: 113,413 shares 113,413 $8.96M 0.09% +44,067 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: 613,664 shares; 2024Q4: 603,568 shares; 2025Q1: 542,361 shares; 2025Q2: 529,681 shares; 2025Q3: 476,753 shares; 2025Q4: 475,840 shares; 2026Q1: 486,683 shares; 2026Q2: 432,884 shares 432,884 $8.96M 0.09% -53,799 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: 29,050 shares; 2024Q4: 29,740 shares; 2025Q1: 29,491 shares; 2025Q2: 27,923 shares; 2025Q3: 30,768 shares; 2025Q4: 38,616 shares; 2026Q1: 42,126 shares; 2026Q2: 40,390 shares 40,390 $8.92M 0.09% -1,736 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,301 shares; 2024Q4: 243,841 shares; 2025Q1: 257,000 shares; 2025Q2: 24,310 shares; 2025Q3: 46,645 shares; 2025Q4: 73,806 shares; 2026Q1: 98,326 shares; 2026Q2: 113,424 shares 113,424 $8.88M 0.09% +15,098 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,330 shares; 2024Q4: 278,421 shares; 2025Q1: 283,010 shares; 2025Q2: 282,329 shares; 2025Q3: 298,086 shares; 2025Q4: 303,350 shares; 2026Q1: 320,914 shares; 2026Q2: 331,070 shares 331,070 $8.83M 0.09% +10,156 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,249 shares; 2025Q4: 3,793 shares; 2026Q1: 2,563 shares; 2026Q2: 3,842 shares 3,842 $8.74M 0.09% +1,279 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,767 shares; 2024Q4: 276,368 shares; 2025Q1: 265,570 shares; 2025Q2: 250,464 shares; 2025Q3: 275,102 shares; 2025Q4: 261,767 shares; 2026Q1: 263,486 shares; 2026Q2: 200,155 shares 200,155 $8.7M 0.09% -63,331 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: 109,107 shares; 2024Q4: 107,805 shares; 2025Q1: 121,897 shares; 2025Q2: 143,001 shares; 2025Q3: 169,725 shares; 2025Q4: 146,550 shares; 2026Q1: 122,895 shares; 2026Q2: 120,319 shares 120,319 $8.68M 0.09% -2,576 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: 123,417 shares; 2024Q4: 155,520 shares; 2025Q1: 155,036 shares; 2025Q2: 107,506 shares; 2025Q3: 103,280 shares; 2025Q4: 105,597 shares; 2026Q1: 70,426 shares; 2026Q2: 72,756 shares 72,756 $8.66M 0.09% +2,330 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,433 shares; 2024Q4: 263,592 shares; 2025Q1: 280,866 shares; 2025Q2: 32,884 shares; 2025Q3: 42,446 shares; 2025Q4: 71,483 shares; 2026Q1: 97,668 shares; 2026Q2: 130,864 shares 130,864 $8.55M 0.09% +33,196 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,716 shares; 2024Q4: 19,183 shares; 2025Q1: 18,626 shares; 2025Q2: 18,584 shares; 2025Q3: 22,021 shares; 2025Q4: 21,813 shares; 2026Q1: 88,606 shares; 2026Q2: 113,477 shares 113,477 $8.53M 0.09% +24,871 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: 4,653 shares; 2024Q4: 4,908 shares; 2025Q1: 11,158 shares; 2025Q2: 13,214 shares; 2025Q3: 13,288 shares; 2025Q4: 8,695 shares; 2026Q1: 6,729 shares; 2026Q2: 8,837 shares 8,837 $8.53M 0.09% +2,108 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: 53,470 shares; 2024Q4: 44,053 shares; 2025Q1: 49,290 shares; 2025Q2: 45,459 shares; 2025Q3: 55,266 shares; 2025Q4: 50,830 shares; 2026Q1: 55,890 shares; 2026Q2: 59,458 shares 59,458 $8.51M 0.09% +3,568 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: 63,347 shares; 2024Q4: 69,169 shares; 2025Q1: 89,174 shares; 2025Q2: 183,506 shares; 2025Q3: 284,924 shares; 2025Q4: 331,254 shares; 2026Q1: 494,480 shares; 2026Q2: 85,658 shares 85,658 $8.48M 0.08% -408,822 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 184,511 shares; 2025Q1: 179,187 shares; 2025Q2: 190,216 shares; 2025Q3: 209,020 shares; 2025Q4: 195,324 shares; 2026Q1: 192,402 shares; 2026Q2: 195,435 shares 195,435 $8.46M 0.08% +3,033 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: 92,394 shares; 2024Q4: 123,970 shares; 2025Q1: 138,034 shares; 2025Q2: 150,852 shares; 2025Q3: 164,092 shares; 2025Q4: 198,850 shares; 2026Q1: 58,293 shares; 2026Q2: 318,381 shares 318,381 $8.44M 0.08% +260,088 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,574 shares; 2024Q4: 204,734 shares; 2025Q1: 166,125 shares; 2025Q2: 165,743 shares; 2025Q3: 151,963 shares; 2025Q4: 157,292 shares; 2026Q1: 145,455 shares; 2026Q2: 116,376 shares 116,376 $8.39M 0.08% -29,079 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: 14,613 shares; 2024Q4: 11,761 shares; 2025Q1: 12,959 shares; 2025Q2: 13,616 shares; 2025Q3: 12,061 shares; 2025Q4: 12,571 shares; 2026Q1: 14,088 shares; 2026Q2: 11,025 shares 11,025 $8.33M 0.08% -3,063 Timeline FAPR 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: 178,176 shares 178,176 $8.33M 0.08% new Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,510 shares; 2024Q4: 128,959 shares; 2025Q1: 124,953 shares; 2025Q2: 127,870 shares; 2025Q3: 73,741 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318,109 shares 318,109 $8.32M 0.08% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,491 shares; 2024Q4: 8,908 shares; 2025Q1: 7,892 shares; 2025Q2: 13,225 shares; 2025Q3: 12,442 shares; 2025Q4: 10,290 shares; 2026Q1: 7,454 shares; 2026Q2: 75,722 shares 75,722 $8.29M 0.08% +68,268 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 5,063 shares; 2025Q1: 2,924 shares; 2025Q2: 3,220 shares; 2025Q3: 54,127 shares; 2025Q4: 80,092 shares; 2026Q1: 93,355 shares; 2026Q2: 38,710 shares 38,710 $8.26M 0.08% -54,645 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,443 shares; 2024Q4: 233,833 shares; 2025Q1: 253,624 shares; 2025Q2: 264,802 shares; 2025Q3: 185,671 shares; 2025Q4: 189,743 shares; 2026Q1: 196,061 shares; 2026Q2: 203,404 shares 203,404 $8.26M 0.08% +7,343 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,044 shares; 2024Q4: 13,603 shares; 2025Q1: 14,338 shares; 2025Q2: 14,408 shares; 2025Q3: 13,997 shares; 2025Q4: 11,970 shares; 2026Q1: 21,276 shares; 2026Q2: 19,796 shares 19,796 $8.22M 0.08% -1,480 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,252 shares; 2024Q4: 55,379 shares; 2025Q1: 46,626 shares; 2025Q2: 36,553 shares; 2025Q3: 36,222 shares; 2025Q4: 35,668 shares; 2026Q1: 38,262 shares; 2026Q2: 37,251 shares 37,251 $8.14M 0.08% -1,011 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,094 shares; 2024Q4: 164,792 shares; 2025Q1: 155,778 shares; 2025Q2: 164,283 shares; 2025Q3: 81,583 shares; 2025Q4: 21,649 shares; 2026Q1: 23,494 shares; 2026Q2: 140,448 shares 140,448 $8.13M 0.08% +116,954 Timeline SPTM 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: 82,444 shares; 2024Q4: 105,065 shares; 2025Q1: 108,428 shares; 2025Q2: 98,980 shares; 2025Q3: 85,810 shares; 2025Q4: 83,223 shares; 2026Q1: 80,893 shares; 2026Q2: 89,364 shares 89,364 $8.11M 0.08% +8,471 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: 300,430 shares; 2024Q4: 267,147 shares; 2025Q1: 315,794 shares; 2025Q2: 375,544 shares; 2025Q3: 389,136 shares; 2025Q4: 356,787 shares; 2026Q1: 348,421 shares; 2026Q2: 336,804 shares 336,804 $8.11M 0.08% -11,617 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: 13,259 shares; 2024Q4: 8,314 shares; 2025Q1: 9,323 shares; 2025Q2: 9,298 shares; 2025Q3: 7,614 shares; 2025Q4: 8,622 shares; 2026Q1: 8,966 shares; 2026Q2: 9,747 shares 9,747 $8.09M 0.08% +781 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,011 shares; 2024Q4: 74,493 shares; 2025Q1: 76,754 shares; 2025Q2: 100,459 shares; 2025Q3: 93,231 shares; 2025Q4: 87,966 shares; 2026Q1: 82,556 shares; 2026Q2: 74,016 shares 74,016 $7.93M 0.08% -8,540 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,830 shares; 2024Q4: 44,079 shares; 2025Q1: 8,962 shares; 2025Q2: 53,753 shares; 2025Q3: 57,028 shares; 2025Q4: 68,756 shares; 2026Q1: 31,424 shares; 2026Q2: 26,121 shares 26,121 $7.91M 0.08% -5,303 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: not reported; 2025Q1: not reported; 2025Q2: 21,497 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,325 shares; 2026Q2: 156,534 shares 156,534 $7.85M 0.08% +45,209 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: 45,167 shares; 2024Q4: 38,499 shares; 2025Q1: 35,333 shares; 2025Q2: 39,605 shares; 2025Q3: 45,797 shares; 2025Q4: 32,400 shares; 2026Q1: 35,503 shares; 2026Q2: 26,302 shares 26,302 $7.84M 0.08% -9,201 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: 35,133 shares; 2024Q4: 32,268 shares; 2025Q1: 37,191 shares; 2025Q2: 40,305 shares; 2025Q3: 32,619 shares; 2025Q4: 26,722 shares; 2026Q1: 26,803 shares; 2026Q2: 26,714 shares 26,714 $7.83M 0.08% -89 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,210 shares; 2024Q4: 61,902 shares; 2025Q1: 68,889 shares; 2025Q2: 73,684 shares; 2025Q3: 83,633 shares; 2025Q4: 81,031 shares; 2026Q1: 76,970 shares; 2026Q2: 75,699 shares 75,699 $7.83M 0.08% -1,271 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,703 shares; 2024Q4: 36,833 shares; 2025Q1: 37,558 shares; 2025Q2: 41,591 shares; 2025Q3: 41,328 shares; 2025Q4: 38,362 shares; 2026Q1: 37,554 shares; 2026Q2: 40,225 shares 40,225 $7.82M 0.08% +2,671 Timeline FFEB 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: 154,627 shares; 2024Q4: 6,039 shares; 2025Q1: 34,426 shares; 2025Q2: 44,641 shares; 2025Q3: 112,211 shares; 2025Q4: not reported; 2026Q1: 142,632 shares; 2026Q2: 126,931 shares 126,931 $7.74M 0.08% -15,701 Timeline ILDR 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: 621,942 shares; 2024Q4: 613,778 shares; 2025Q1: 447,916 shares; 2025Q2: 285,122 shares; 2025Q3: 261,624 shares; 2025Q4: 262,910 shares; 2026Q1: 240,101 shares; 2026Q2: 196,605 shares 196,605 $7.72M 0.08% -43,496 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: 112,956 shares; 2024Q4: 118,893 shares; 2025Q1: 32,311 shares; 2025Q2: 44,591 shares; 2025Q3: 120,399 shares; 2025Q4: not reported; 2026Q1: 154,116 shares; 2026Q2: 139,976 shares 139,976 $7.71M 0.08% -14,140 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,661 shares; 2024Q4: 56,133 shares; 2025Q1: 42,354 shares; 2025Q2: 42,232 shares; 2025Q3: 46,143 shares; 2025Q4: 47,547 shares; 2026Q1: 42,628 shares; 2026Q2: 48,858 shares 48,858 $7.67M 0.08% +6,230 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: 29,884 shares; 2024Q4: 29,139 shares; 2025Q1: 23,491 shares; 2025Q2: 20,897 shares; 2025Q3: 20,666 shares; 2025Q4: 19,380 shares; 2026Q1: 17,050 shares; 2026Q2: 18,802 shares 18,802 $7.66M 0.08% +1,752 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: 163,218 shares; 2024Q4: 167,507 shares; 2025Q1: 170,084 shares; 2025Q2: 184,269 shares; 2025Q3: 171,968 shares; 2025Q4: 143,442 shares; 2026Q1: 103,006 shares; 2026Q2: 84,367 shares 84,367 $7.66M 0.08% -18,639 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,996 shares; 2026Q1: 170,983 shares; 2026Q2: 204,064 shares 204,064 $7.64M 0.08% +33,081 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,951 shares; 2024Q4: 221,378 shares; 2025Q1: 222,631 shares; 2025Q2: 247,722 shares; 2025Q3: 186,862 shares; 2025Q4: 176,712 shares; 2026Q1: 208,825 shares; 2026Q2: 210,697 shares 210,697 $7.64M 0.08% +1,872 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 177,069 shares 177,069 $7.62M 0.08% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,894 shares; 2024Q4: 76,920 shares; 2025Q1: 82,110 shares; 2025Q2: 72,909 shares; 2025Q3: 74,942 shares; 2025Q4: 58,954 shares; 2026Q1: 53,437 shares; 2026Q2: 47,015 shares 47,015 $7.62M 0.08% -6,422 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: 78,979 shares; 2024Q4: 88,528 shares; 2025Q1: 97,254 shares; 2025Q2: 82,378 shares; 2025Q3: 64,153 shares; 2025Q4: 66,479 shares; 2026Q1: 54,897 shares; 2026Q2: 48,464 shares 48,464 $7.59M 0.08% -6,433 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: 55,479 shares; 2024Q4: 41,572 shares; 2025Q1: 39,299 shares; 2025Q2: 26,234 shares; 2025Q3: 23,026 shares; 2025Q4: 27,767 shares; 2026Q1: 21,952 shares; 2026Q2: 35,595 shares 35,595 $7.57M 0.08% +13,643 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,782 shares; 2024Q4: 67,882 shares; 2025Q1: 65,637 shares; 2025Q2: 61,802 shares; 2025Q3: 62,317 shares; 2025Q4: 63,583 shares; 2026Q1: 67,200 shares; 2026Q2: 70,637 shares 70,637 $7.56M 0.08% +3,437 Timeline CLOI 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: 4,293 shares; 2024Q4: 32,009 shares; 2025Q1: 70,430 shares; 2025Q2: 57,835 shares; 2025Q3: 31,958 shares; 2025Q4: 27,408 shares; 2026Q1: 28,809 shares; 2026Q2: 142,469 shares 142,469 $7.54M 0.08% +113,660 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,447 shares; 2024Q4: 41,765 shares; 2025Q1: 42,741 shares; 2025Q2: 45,401 shares; 2025Q3: 46,249 shares; 2025Q4: 47,733 shares; 2026Q1: 97,980 shares; 2026Q2: 96,766 shares 96,766 $7.54M 0.08% -1,214 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: 146,685 shares; 2024Q4: 139,533 shares; 2025Q1: 148,876 shares; 2025Q2: 146,530 shares; 2025Q3: 146,908 shares; 2025Q4: 128,895 shares; 2026Q1: 110,480 shares; 2026Q2: 100,961 shares 100,961 $7.51M 0.08% -9,519 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,891 shares; 2026Q1: 106,521 shares; 2026Q2: 96,429 shares 96,429 $7.5M 0.08% -10,092 Timeline IGRO 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: 79,726 shares; 2026Q2: 85,001 shares 85,001 $7.47M 0.07% +5,275 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: 58,977 shares; 2024Q4: 59,771 shares; 2025Q1: 44,827 shares; 2025Q2: 49,890 shares; 2025Q3: 49,129 shares; 2025Q4: 49,210 shares; 2026Q1: 48,146 shares; 2026Q2: 47,035 shares 47,035 $7.43M 0.07% -1,111 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: 185,087 shares; 2024Q4: 156,038 shares; 2025Q1: 181,330 shares; 2025Q2: 183,911 shares; 2025Q3: 168,339 shares; 2025Q4: 152,729 shares; 2026Q1: 159,507 shares; 2026Q2: 154,981 shares 154,981 $7.43M 0.07% -4,526 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: 32,283 shares; 2024Q4: 41,557 shares; 2025Q1: 40,221 shares; 2025Q2: 48,634 shares; 2025Q3: 27,033 shares; 2025Q4: 29,876 shares; 2026Q1: 16,898 shares; 2026Q2: 15,035 shares 15,035 $7.38M 0.07% -1,863 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: 127,482 shares; 2024Q4: 117,000 shares; 2025Q1: 104,954 shares; 2025Q2: 95,547 shares; 2025Q3: 101,108 shares; 2025Q4: 201,439 shares; 2026Q1: 155,585 shares; 2026Q2: 160,980 shares 160,980 $7.3M 0.07% +5,395 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,812 shares; 2024Q4: 79,996 shares; 2025Q1: 80,771 shares; 2025Q2: 80,478 shares; 2025Q3: 106,086 shares; 2025Q4: 97,556 shares; 2026Q1: 94,048 shares; 2026Q2: 88,713 shares 88,713 $7.22M 0.07% -5,335 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: 12,810 shares; 2024Q4: 15,744 shares; 2025Q1: 21,310 shares; 2025Q2: 23,636 shares; 2025Q3: 27,709 shares; 2025Q4: 26,531 shares; 2026Q1: 31,284 shares; 2026Q2: 30,346 shares 30,346 $7.21M 0.07% -938 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: 55,470 shares; 2024Q4: 55,026 shares; 2025Q1: 55,240 shares; 2025Q2: 62,038 shares; 2025Q3: 59,864 shares; 2025Q4: 60,499 shares; 2026Q1: 56,745 shares; 2026Q2: 56,730 shares 56,730 $7.18M 0.07% -15 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,443 shares; 2024Q4: 21,548 shares; 2025Q1: 22,922 shares; 2025Q2: 27,764 shares; 2025Q3: 28,927 shares; 2025Q4: 29,928 shares; 2026Q1: 29,905 shares; 2026Q2: 24,035 shares 24,035 $7.18M 0.07% -5,870 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: 61,194 shares; 2024Q4: 54,178 shares; 2025Q1: 60,518 shares; 2025Q2: 57,647 shares; 2025Q3: 52,389 shares; 2025Q4: 80,573 shares; 2026Q1: 72,251 shares; 2026Q2: 48,392 shares 48,392 $7.18M 0.07% -23,859 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: 16,942 shares; 2024Q4: 19,757 shares; 2025Q1: 18,359 shares; 2025Q2: 17,199 shares; 2025Q3: 17,176 shares; 2025Q4: 17,509 shares; 2026Q1: 27,306 shares; 2026Q2: 134,724 shares 134,724 $7.11M 0.07% +107,418 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,271 shares; 2024Q4: 15,864 shares; 2025Q1: 12,676 shares; 2025Q2: 12,967 shares; 2025Q3: 12,833 shares; 2025Q4: 12,293 shares; 2026Q1: 11,351 shares; 2026Q2: 10,546 shares 10,546 $7.03M 0.07% -805 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,104 shares; 2024Q4: 24,405 shares; 2025Q1: 24,203 shares; 2025Q2: 26,279 shares; 2025Q3: 30,475 shares; 2025Q4: 28,530 shares; 2026Q1: 30,002 shares; 2026Q2: 31,183 shares 31,183 $6.95M 0.07% +1,181 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: 26,021 shares; 2024Q4: 27,058 shares; 2025Q1: 28,679 shares; 2025Q2: 22,236 shares; 2025Q3: 19,109 shares; 2025Q4: 22,821 shares; 2026Q1: 23,443 shares; 2026Q2: 25,726 shares 25,726 $6.92M 0.07% +2,283 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,279 shares; 2024Q4: 119,879 shares; 2025Q1: 114,622 shares; 2025Q2: 98,762 shares; 2025Q3: 116,422 shares; 2025Q4: 141,355 shares; 2026Q1: 171,538 shares; 2026Q2: 146,019 shares 146,019 $6.89M 0.07% -25,519 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: 68,618 shares; 2024Q4: 96,224 shares; 2025Q1: 141,097 shares; 2025Q2: 149,680 shares; 2025Q3: 144,613 shares; 2025Q4: 147,241 shares; 2026Q1: 152,302 shares; 2026Q2: 144,267 shares 144,267 $6.86M 0.07% -8,035 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,642 shares; 2024Q4: 21,633 shares; 2025Q1: 43,921 shares; 2025Q2: 48,483 shares; 2025Q3: 55,857 shares; 2025Q4: 54,042 shares; 2026Q1: 63,287 shares; 2026Q2: 67,449 shares 67,449 $6.81M 0.07% +4,162 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: 136,960 shares; 2024Q4: 442,540 shares; 2025Q1: 346,028 shares; 2025Q2: 374,237 shares; 2025Q3: 394,768 shares; 2025Q4: 402,093 shares; 2026Q1: 213,225 shares; 2026Q2: 214,396 shares 214,396 $6.8M 0.07% +1,171 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: 26,577 shares; 2024Q4: 25,026 shares; 2025Q1: 21,863 shares; 2025Q2: 23,113 shares; 2025Q3: 23,290 shares; 2025Q4: 107,383 shares; 2026Q1: 89,693 shares; 2026Q2: 68,202 shares 68,202 $6.77M 0.07% -21,491 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: 19,999 shares; 2024Q4: 20,369 shares; 2025Q1: 21,604 shares; 2025Q2: 17,954 shares; 2025Q3: 17,364 shares; 2025Q4: 15,232 shares; 2026Q1: 13,295 shares; 2026Q2: 13,231 shares 13,231 $6.74M 0.07% -64 Timeline FESM 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: 179,995 shares; 2025Q3: 177,460 shares; 2025Q4: 137,783 shares; 2026Q1: 135,162 shares; 2026Q2: 138,909 shares 138,909 $6.71M 0.07% +3,747 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,135 shares; 2024Q4: 596,981 shares; 2025Q1: 616,063 shares; 2025Q2: 578,333 shares; 2025Q3: 566,850 shares; 2025Q4: 552,764 shares; 2026Q1: 621,339 shares; 2026Q2: 608,702 shares 608,702 $6.7M 0.07% -12,637 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: 24,854 shares; 2024Q4: 25,212 shares; 2025Q1: 23,244 shares; 2025Q2: 24,995 shares; 2025Q3: 27,919 shares; 2025Q4: 41,364 shares; 2026Q1: 33,372 shares; 2026Q2: 33,853 shares 33,853 $6.69M 0.07% +481 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: 23,722 shares; 2024Q4: 26,543 shares; 2025Q1: 25,642 shares; 2025Q2: 25,852 shares; 2025Q3: 24,365 shares; 2025Q4: 22,492 shares; 2026Q1: 18,494 shares; 2026Q2: 21,186 shares 21,186 $6.67M 0.07% +2,692 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: 45,243 shares; 2024Q4: 47,967 shares; 2025Q1: 34,283 shares; 2025Q2: 40,621 shares; 2025Q3: 40,346 shares; 2025Q4: 40,295 shares; 2026Q1: 39,948 shares; 2026Q2: 40,732 shares 40,732 $6.66M 0.07% +784 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: 8,322 shares; 2024Q4: 6,637 shares; 2025Q1: 10,027 shares; 2025Q2: 11,469 shares; 2025Q3: 11,477 shares; 2025Q4: 11,432 shares; 2026Q1: 11,461 shares; 2026Q2: 10,603 shares 10,603 $6.61M 0.07% -858 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 62,155 shares; 2026Q2: 65,020 shares 65,020 $6.56M 0.07% +2,865 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: 1,654 shares; 2024Q4: 6,022 shares; 2025Q1: 2,219 shares; 2025Q2: 2,488 shares; 2025Q3: 6,064 shares; 2025Q4: 9,645 shares; 2026Q1: 4,199 shares; 2026Q2: 9,301 shares 9,301 $6.54M 0.07% +5,102 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: 16,774 shares; 2024Q4: 107,689 shares; 2025Q1: 123,708 shares; 2025Q2: 111,715 shares; 2025Q3: 108,516 shares; 2025Q4: 76,763 shares; 2026Q1: 51,446 shares; 2026Q2: 56,709 shares 56,709 $6.53M 0.07% +5,263 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,678 shares; 2024Q4: 34,602 shares; 2025Q1: 35,571 shares; 2025Q2: 43,424 shares; 2025Q3: 41,309 shares; 2025Q4: 36,697 shares; 2026Q1: 36,546 shares; 2026Q2: 36,912 shares 36,912 $6.49M 0.07% +366 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,801 shares; 2024Q4: 30,255 shares; 2025Q1: 30,085 shares; 2025Q2: 95,979 shares; 2025Q3: 89,262 shares; 2025Q4: 78,415 shares; 2026Q1: 92,665 shares; 2026Q2: 74,186 shares 74,186 $6.46M 0.06% -18,479 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,540 shares; 2025Q3: 161,348 shares; 2025Q4: 163,494 shares; 2026Q1: 170,274 shares; 2026Q2: 220,574 shares 220,574 $6.46M 0.06% +50,300 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,720 shares; 2024Q4: 18,649 shares; 2025Q1: 21,939 shares; 2025Q2: 23,434 shares; 2025Q3: 22,640 shares; 2025Q4: 23,787 shares; 2026Q1: 21,165 shares; 2026Q2: 19,315 shares 19,315 $6.38M 0.06% -1,850 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: 128,892 shares; 2024Q4: 119,522 shares; 2025Q1: 137,006 shares; 2025Q2: 125,291 shares; 2025Q3: 114,993 shares; 2025Q4: 87,599 shares; 2026Q1: 113,219 shares; 2026Q2: 109,993 shares 109,993 $6.36M 0.06% -3,226 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,191 shares; 2024Q4: 38,363 shares; 2025Q1: 30,243 shares; 2025Q2: 30,045 shares; 2025Q3: 30,612 shares; 2025Q4: 27,486 shares; 2026Q1: 21,964 shares; 2026Q2: 22,798 shares 22,798 $6.35M 0.06% +834 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: 388,282 shares; 2024Q4: 374,525 shares; 2025Q1: 370,928 shares; 2025Q2: 381,521 shares; 2025Q3: 341,030 shares; 2025Q4: 271,719 shares; 2026Q1: 353,294 shares; 2026Q2: 258,363 shares 258,363 $6.34M 0.06% -94,931 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: 8,021 shares; 2024Q4: 8,210 shares; 2025Q1: 9,185 shares; 2025Q2: 11,636 shares; 2025Q3: 10,814 shares; 2025Q4: 10,711 shares; 2026Q1: 11,708 shares; 2026Q2: 72,109 shares 72,109 $6.34M 0.06% +60,401 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: 384,717 shares; 2024Q4: 397,375 shares; 2025Q1: 307,577 shares; 2025Q2: 233,792 shares; 2025Q3: 238,368 shares; 2025Q4: 216,216 shares; 2026Q1: 167,138 shares; 2026Q2: 173,474 shares 173,474 $6.34M 0.06% +6,336 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,241 shares; 2024Q4: 68,448 shares; 2025Q1: 141,227 shares; 2025Q2: 394,684 shares; 2025Q3: 105,792 shares; 2025Q4: 136,916 shares; 2026Q1: 173,857 shares; 2026Q2: 124,833 shares 124,833 $6.31M 0.06% -49,024 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: 26,233 shares; 2024Q4: 29,151 shares; 2025Q1: 31,896 shares; 2025Q2: 31,528 shares; 2025Q3: 43,582 shares; 2025Q4: 45,895 shares; 2026Q1: 40,566 shares; 2026Q2: 42,020 shares 42,020 $6.31M 0.06% +1,454 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,294 shares; 2024Q4: 90,817 shares; 2025Q1: 162,397 shares; 2025Q2: 9,436 shares; 2025Q3: 9,625 shares; 2025Q4: 233,606 shares; 2026Q1: 249,774 shares; 2026Q2: 288,553 shares 288,553 $6.29M 0.06% +38,779 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: 38,474 shares; 2024Q4: 33,079 shares; 2025Q1: 37,771 shares; 2025Q2: 39,304 shares; 2025Q3: 34,297 shares; 2025Q4: 33,612 shares; 2026Q1: 28,827 shares; 2026Q2: 24,528 shares 24,528 $6.27M 0.06% -4,299 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: 2,976 shares; 2024Q4: 2,107 shares; 2025Q1: 2,892 shares; 2025Q2: 3,118 shares; 2025Q3: 4,418 shares; 2025Q4: 4,585 shares; 2026Q1: 4,139 shares; 2026Q2: 3,128 shares 3,128 $6.2M 0.06% -1,011 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,829 shares; 2024Q4: 28,375 shares; 2025Q1: 29,211 shares; 2025Q2: 26,731 shares; 2025Q3: 26,647 shares; 2025Q4: 23,283 shares; 2026Q1: 22,641 shares; 2026Q2: 31,547 shares 31,547 $6.17M 0.06% +8,906 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,415 shares; 2024Q4: 29,112 shares; 2025Q1: 33,431 shares; 2025Q2: 33,522 shares; 2025Q3: 33,622 shares; 2025Q4: 34,289 shares; 2026Q1: 36,938 shares; 2026Q2: 37,619 shares 37,619 $6.13M 0.06% +681 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 2,968 shares; 2025Q1: 2,294 shares; 2025Q2: 13,448 shares; 2025Q3: 12,919 shares; 2025Q4: 11,567 shares; 2026Q1: 10,897 shares; 2026Q2: 9,544 shares 9,544 $6.12M 0.06% -1,353 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,188 shares; 2024Q4: 75,360 shares; 2025Q1: 76,376 shares; 2025Q2: 78,021 shares; 2025Q3: 78,796 shares; 2025Q4: 65,153 shares; 2026Q1: 64,426 shares; 2026Q2: 54,642 shares 54,642 $6.11M 0.06% -9,784 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,950 shares; 2024Q4: 59,383 shares; 2025Q1: 76,584 shares; 2025Q2: 145,378 shares; 2025Q3: 159,010 shares; 2025Q4: 163,770 shares; 2026Q1: 75,396 shares; 2026Q2: 73,787 shares 73,787 $6.1M 0.06% -1,609 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,480 shares; 2024Q4: 9,417 shares; 2025Q1: 64,170 shares; 2025Q2: 68,135 shares; 2025Q3: 69,353 shares; 2025Q4: 73,323 shares; 2026Q1: 147,408 shares; 2026Q2: 64,983 shares 64,983 $6.06M 0.06% -82,425 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,730 shares; 2024Q4: 38,031 shares; 2025Q1: 33,369 shares; 2025Q2: 34,293 shares; 2025Q3: 31,995 shares; 2025Q4: 24,833 shares; 2026Q1: 42,280 shares; 2026Q2: 37,017 shares 37,017 $6.05M 0.06% -5,263 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,175 shares; 2025Q3: 84,887 shares; 2025Q4: 95,016 shares; 2026Q1: 103,611 shares; 2026Q2: 118,102 shares 118,102 $6.05M 0.06% +14,491 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: 55,014 shares; 2024Q4: 63,954 shares; 2025Q1: 70,229 shares; 2025Q2: 51,284 shares; 2025Q3: 69,131 shares; 2025Q4: 74,371 shares; 2026Q1: 71,190 shares; 2026Q2: 51,729 shares 51,729 $6.04M 0.06% -19,461 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: 16,690 shares; 2024Q4: 16,325 shares; 2025Q1: 10,654 shares; 2025Q2: 15,091 shares; 2025Q3: 7,650 shares; 2025Q4: 6,104 shares; 2026Q1: 15,055 shares; 2026Q2: 18,019 shares 18,019 $6.03M 0.06% +2,964 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: 9,413 shares; 2024Q4: 9,279 shares; 2025Q1: 9,090 shares; 2025Q2: 10,466 shares; 2025Q3: 11,650 shares; 2025Q4: 11,730 shares; 2026Q1: 6,520 shares; 2026Q2: 7,845 shares 7,845 $5.99M 0.06% +1,325 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,353 shares; 2024Q4: 35,330 shares; 2025Q1: 46,767 shares; 2025Q2: 54,315 shares; 2025Q3: 57,091 shares; 2025Q4: 44,147 shares; 2026Q1: 44,670 shares; 2026Q2: 43,398 shares 43,398 $5.9M 0.06% -1,272 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,050 shares; 2024Q4: 50,516 shares; 2025Q1: 47,321 shares; 2025Q2: 134,162 shares; 2025Q3: 179,673 shares; 2025Q4: 147,208 shares; 2026Q1: 146,385 shares; 2026Q2: 120,146 shares 120,146 $5.77M 0.06% -26,239 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: 57,930 shares; 2024Q4: 59,151 shares; 2025Q1: 60,661 shares; 2025Q2: 61,350 shares; 2025Q3: 62,861 shares; 2025Q4: 62,293 shares; 2026Q1: 63,078 shares; 2026Q2: 59,534 shares 59,534 $5.74M 0.06% -3,544 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: 8,789 shares; 2024Q4: 25,609 shares; 2025Q1: 23,142 shares; 2025Q2: 33,518 shares; 2025Q3: 35,555 shares; 2025Q4: 37,236 shares; 2026Q1: 39,287 shares; 2026Q2: 28,459 shares 28,459 $5.74M 0.06% -10,828 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,678 shares; 2026Q2: 64,228 shares 64,228 $5.72M 0.06% -450 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,462 shares; 2024Q4: 38,763 shares; 2025Q1: 31,156 shares; 2025Q2: 32,863 shares; 2025Q3: 39,951 shares; 2025Q4: 42,909 shares; 2026Q1: 42,853 shares; 2026Q2: 30,005 shares 30,005 $5.72M 0.06% -12,848 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,739 shares; 2024Q4: 15,347 shares; 2025Q1: 21,787 shares; 2025Q2: 19,709 shares; 2025Q3: 45,688 shares; 2025Q4: 56,057 shares; 2026Q1: 62,680 shares; 2026Q2: 60,192 shares 60,192 $5.71M 0.06% -2,488 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: 55,502 shares; 2024Q4: 53,250 shares; 2025Q1: 49,307 shares; 2025Q2: 54,068 shares; 2025Q3: 47,614 shares; 2025Q4: 61,322 shares; 2026Q1: 64,804 shares; 2026Q2: 58,073 shares 58,073 $5.71M 0.06% -6,731 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,320 shares; 2024Q4: 92,606 shares; 2025Q1: 201,486 shares; 2025Q2: 193,809 shares; 2025Q3: 164,835 shares; 2025Q4: 169,324 shares; 2026Q1: 157,863 shares; 2026Q2: 93,174 shares 93,174 $5.71M 0.06% -64,689 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: 10,074 shares; 2024Q4: 9,278 shares; 2025Q1: 8,827 shares; 2025Q2: 9,512 shares; 2025Q3: 8,318 shares; 2025Q4: 14,800 shares; 2026Q1: 17,578 shares; 2026Q2: 19,562 shares 19,562 $5.68M 0.06% +1,984 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: 25,350 shares 25,350 $5.68M 0.06% new 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: 44,597 shares; 2024Q4: 46,305 shares; 2025Q1: 48,055 shares; 2025Q2: 29,132 shares; 2025Q3: 24,347 shares; 2025Q4: 24,028 shares; 2026Q1: 32,651 shares; 2026Q2: 21,792 shares 21,792 $5.68M 0.06% -10,859 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,924 shares; 2026Q1: 99,386 shares; 2026Q2: 93,823 shares 93,823 $5.64M 0.06% -5,563 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,518 shares; 2024Q4: 92,658 shares; 2025Q1: 98,189 shares; 2025Q2: 111,333 shares; 2025Q3: 129,588 shares; 2025Q4: 124,781 shares; 2026Q1: 123,521 shares; 2026Q2: 99,412 shares 99,412 $5.62M 0.06% -24,109 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: 25,350 shares 25,350 $5.6M 0.06% new 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: 82,204 shares; 2024Q4: 82,667 shares; 2025Q1: 88,474 shares; 2025Q2: 102,800 shares; 2025Q3: 108,729 shares; 2025Q4: 109,714 shares; 2026Q1: 102,949 shares; 2026Q2: 103,109 shares 103,109 $5.59M 0.06% +160 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: 3,178 shares; 2024Q4: 3,048 shares; 2025Q1: 4,661 shares; 2025Q2: 4,708 shares; 2025Q3: 4,855 shares; 2025Q4: 4,891 shares; 2026Q1: 5,267 shares; 2026Q2: 4,931 shares 4,931 $5.59M 0.06% -336 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,741 shares; 2024Q4: 60,268 shares; 2025Q1: 71,558 shares; 2025Q2: 81,160 shares; 2025Q3: 76,831 shares; 2025Q4: 79,862 shares; 2026Q1: 63,214 shares; 2026Q2: 67,245 shares 67,245 $5.57M 0.06% +4,031 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: 20,049 shares; 2024Q4: 18,505 shares; 2025Q1: 18,917 shares; 2025Q2: 23,554 shares; 2025Q3: 27,529 shares; 2025Q4: 28,791 shares; 2026Q1: 33,240 shares; 2026Q2: 36,791 shares 36,791 $5.57M 0.06% +3,551 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,446 shares; 2024Q4: 17,850 shares; 2025Q1: 42,724 shares; 2025Q2: 51,651 shares; 2025Q3: 72,996 shares; 2025Q4: 75,409 shares; 2026Q1: 62,818 shares; 2026Q2: 59,425 shares 59,425 $5.56M 0.06% -3,393 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: 116,281 shares; 2024Q4: 356,884 shares; 2025Q1: 376,808 shares; 2025Q2: 399,549 shares; 2025Q3: 338,137 shares; 2025Q4: 178,136 shares; 2026Q1: 179,312 shares; 2026Q2: 187,531 shares 187,531 $5.52M 0.06% +8,219 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,796 shares; 2024Q4: 77,591 shares; 2025Q1: 100,869 shares; 2025Q2: 102,057 shares; 2025Q3: 106,076 shares; 2025Q4: 111,228 shares; 2026Q1: 102,272 shares; 2026Q2: 103,372 shares 103,372 $5.51M 0.06% +1,100 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,648 shares; 2024Q4: 20,029 shares; 2025Q1: 47,184 shares; 2025Q2: 48,426 shares; 2025Q3: 49,094 shares; 2025Q4: 56,461 shares; 2026Q1: 55,572 shares; 2026Q2: 51,950 shares 51,950 $5.51M 0.06% -3,622 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,583 shares; 2024Q4: 11,936 shares; 2025Q1: 12,530 shares; 2025Q2: 13,329 shares; 2025Q3: 11,330 shares; 2025Q4: 9,597 shares; 2026Q1: 16,221 shares; 2026Q2: 25,540 shares 25,540 $5.49M 0.05% +9,319 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: 137,815 shares; 2024Q4: 164,449 shares; 2025Q1: 169,026 shares; 2025Q2: 182,980 shares; 2025Q3: 177,794 shares; 2025Q4: 164,207 shares; 2026Q1: 162,113 shares; 2026Q2: 110,106 shares 110,106 $5.42M 0.05% -52,007 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: 34,354 shares; 2025Q1: 43,747 shares; 2025Q2: 17,448 shares; 2025Q3: 9,294 shares; 2025Q4: 44,091 shares; 2026Q1: 43,684 shares; 2026Q2: 40,375 shares 40,375 $5.38M 0.05% -3,309 Timeline DFAX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145,877 shares 145,877 $5.37M 0.05% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,849 shares; 2024Q4: 23,814 shares; 2025Q1: 264,546 shares; 2025Q2: 175,317 shares; 2025Q3: 179,197 shares; 2025Q4: 157,226 shares; 2026Q1: 163,377 shares; 2026Q2: 158,566 shares 158,566 $5.37M 0.05% -4,811 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: 75,788 shares; 2024Q4: 160,775 shares; 2025Q1: 102,958 shares; 2025Q2: 177,123 shares; 2025Q3: 109,398 shares; 2025Q4: 83,286 shares; 2026Q1: 66,372 shares; 2026Q2: 94,690 shares 94,690 $5.35M 0.05% +28,318 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,006 shares; 2024Q4: 5,600 shares; 2025Q1: 5,381 shares; 2025Q2: 4,963 shares; 2025Q3: 3,916 shares; 2025Q4: 3,723 shares; 2026Q1: 3,554 shares; 2026Q2: 3,913 shares 3,913 $5.32M 0.05% +359 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,521 shares; 2025Q1: 50,372 shares; 2025Q2: 48,334 shares; 2025Q3: 41,877 shares; 2025Q4: 40,952 shares; 2026Q1: 123,190 shares; 2026Q2: 121,324 shares 121,324 $5.32M 0.05% -1,866 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,964 shares; 2024Q4: 40,549 shares; 2025Q1: 42,169 shares; 2025Q2: 43,920 shares; 2025Q3: 44,362 shares; 2025Q4: 48,678 shares; 2026Q1: 86,258 shares; 2026Q2: 72,514 shares 72,514 $5.32M 0.05% -13,744 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,807 shares; 2024Q4: 368,632 shares; 2025Q1: 293,887 shares; 2025Q2: 64,929 shares; 2025Q3: 23,441 shares; 2025Q4: 23,209 shares; 2026Q1: 52,408 shares; 2026Q2: 51,675 shares 51,675 $5.29M 0.05% -733 Timeline GFEB 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: 176,113 shares; 2024Q4: 172,711 shares; 2025Q1: 168,648 shares; 2025Q2: 167,210 shares; 2025Q3: 132,489 shares; 2025Q4: 116,794 shares; 2026Q1: 125,801 shares; 2026Q2: 119,151 shares 119,151 $5.25M 0.05% -6,650 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,227 shares; 2026Q2: 130,306 shares 130,306 $5.24M 0.05% +11,079 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: 18,044 shares; 2024Q4: 18,650 shares; 2025Q1: 18,443 shares; 2025Q2: 17,821 shares; 2025Q3: 17,729 shares; 2025Q4: 15,539 shares; 2026Q1: 17,713 shares; 2026Q2: 19,321 shares 19,321 $5.23M 0.05% +1,608 Timeline LDUR 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: 25,670 shares; 2025Q2: 63,999 shares; 2025Q3: 56,113 shares; 2025Q4: 55,354 shares; 2026Q1: 122,359 shares; 2026Q2: 54,610 shares 54,610 $5.22M 0.05% -67,749 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 7,052 shares; 2025Q4: 7,506 shares; 2026Q1: 8,095 shares; 2026Q2: 8,445 shares 8,445 $5.21M 0.05% +350 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,457 shares; 2024Q4: 34,101 shares; 2025Q1: 39,780 shares; 2025Q2: 189,228 shares; 2025Q3: 47,846 shares; 2025Q4: 51,840 shares; 2026Q1: 72,767 shares; 2026Q2: 246,045 shares 246,045 $5.21M 0.05% +173,278 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: 27,405 shares; 2024Q4: 24,761 shares; 2025Q1: 43,362 shares; 2025Q2: 46,230 shares; 2025Q3: 39,465 shares; 2025Q4: 37,351 shares; 2026Q1: 39,003 shares; 2026Q2: 32,086 shares 32,086 $5.2M 0.05% -6,917 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695,232 shares; 2024Q4: 1,052,043 shares; 2025Q1: 227,293 shares; 2025Q2: 248,418 shares; 2025Q3: 222,992 shares; 2025Q4: 99,279 shares; 2026Q1: 93,449 shares; 2026Q2: 103,903 shares 103,903 $5.18M 0.05% +10,454 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,179 shares; 2024Q4: 13,190 shares; 2025Q1: 12,810 shares; 2025Q2: 11,855 shares; 2025Q3: 11,376 shares; 2025Q4: 12,025 shares; 2026Q1: 12,998 shares; 2026Q2: 24,042 shares 24,042 $5.12M 0.05% +11,044 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,259 shares; 2024Q4: 15,142 shares; 2025Q1: 28,279 shares; 2025Q2: 52,238 shares; 2025Q3: 78,104 shares; 2025Q4: 77,149 shares; 2026Q1: 95,545 shares; 2026Q2: 107,135 shares 107,135 $5.09M 0.05% +11,590 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,515 shares; 2024Q4: 45,135 shares; 2025Q1: 46,842 shares; 2025Q2: 38,454 shares; 2025Q3: 34,238 shares; 2025Q4: 31,662 shares; 2026Q1: 20,288 shares; 2026Q2: 27,644 shares 27,644 $5.09M 0.05% +7,356 Timeline BUFQ 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: 11,894 shares; 2024Q4: 12,259 shares; 2025Q1: 12,143 shares; 2025Q2: 86,403 shares; 2025Q3: 89,602 shares; 2025Q4: 124,223 shares; 2026Q1: 127,969 shares; 2026Q2: 126,537 shares 126,537 $4.97M 0.05% -1,432 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,977 shares; 2026Q2: 40,919 shares 40,919 $4.97M 0.05% +37,942 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,721 shares; 2024Q4: 63,628 shares; 2025Q1: 72,350 shares; 2025Q2: 67,725 shares; 2025Q3: 45,036 shares; 2025Q4: 46,974 shares; 2026Q1: 45,426 shares; 2026Q2: 41,905 shares 41,905 $4.92M 0.05% -3,521 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,141 shares; 2026Q2: 95,732 shares 95,732 $4.9M 0.05% +8,591 Timeline VCLT 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: 30,475 shares; 2024Q4: 27,105 shares; 2025Q1: 33,979 shares; 2025Q2: 37,805 shares; 2025Q3: 56,072 shares; 2025Q4: 58,146 shares; 2026Q1: 58,285 shares; 2026Q2: 65,137 shares 65,137 $4.9M 0.05% +6,852 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,129 shares; 2024Q4: 424,335 shares; 2025Q1: 414,465 shares; 2025Q2: 97,093 shares; 2025Q3: 174,200 shares; 2025Q4: 188,698 shares; 2026Q1: 217,285 shares; 2026Q2: 227,776 shares 227,776 $4.87M 0.05% +10,491 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,216 shares; 2024Q4: 133,770 shares; 2025Q1: 130,766 shares; 2025Q2: 136,310 shares; 2025Q3: 141,530 shares; 2025Q4: 151,500 shares; 2026Q1: 125,570 shares; 2026Q2: 97,766 shares 97,766 $4.87M 0.05% -27,804 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,574 shares; 2024Q4: 93,338 shares; 2025Q1: 96,881 shares; 2025Q2: 100,631 shares; 2025Q3: 90,347 shares; 2025Q4: 78,268 shares; 2026Q1: 75,951 shares; 2026Q2: 68,714 shares 68,714 $4.85M 0.05% -7,237 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,482 shares; 2024Q4: 13,297 shares; 2025Q1: 15,863 shares; 2025Q2: 14,294 shares; 2025Q3: 19,269 shares; 2025Q4: 19,700 shares; 2026Q1: 12,410 shares; 2026Q2: 12,809 shares 12,809 $4.81M 0.05% +399 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,176 shares; 2025Q2: 140,382 shares; 2025Q3: 143,737 shares; 2025Q4: 107,551 shares; 2026Q1: 54,510 shares; 2026Q2: 104,353 shares 104,353 $4.79M 0.05% +49,843 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,201 shares; 2024Q4: 30,593 shares; 2025Q1: 25,100 shares; 2025Q2: 25,401 shares; 2025Q3: 21,512 shares; 2025Q4: 17,874 shares; 2026Q1: 17,029 shares; 2026Q2: 20,780 shares 20,780 $4.77M 0.05% +3,751 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,942 shares; 2025Q4: 104,658 shares; 2026Q1: 54,309 shares; 2026Q2: 104,514 shares 104,514 $4.77M 0.05% +50,205 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: 22,250 shares; 2024Q4: 18,866 shares; 2025Q1: 17,761 shares; 2025Q2: 18,486 shares; 2025Q3: 18,050 shares; 2025Q4: 15,935 shares; 2026Q1: 18,374 shares; 2026Q2: 17,229 shares 17,229 $4.75M 0.05% -1,145 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,369 shares; 2024Q4: 45,087 shares; 2025Q1: 47,502 shares; 2025Q2: 70,491 shares; 2025Q3: 62,509 shares; 2025Q4: 67,742 shares; 2026Q1: 69,282 shares; 2026Q2: 69,489 shares 69,489 $4.75M 0.05% +207 Timeline DHDG 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: 129,739 shares 129,739 $4.74M 0.05% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,702 shares; 2024Q4: 50,248 shares; 2025Q1: 77,678 shares; 2025Q2: 83,422 shares; 2025Q3: 82,458 shares; 2025Q4: 74,535 shares; 2026Q1: 123,378 shares; 2026Q2: 101,581 shares 101,581 $4.72M 0.05% -21,797 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,507 shares; 2024Q4: 339,080 shares; 2025Q1: 324,137 shares; 2025Q2: 269,834 shares; 2025Q3: 249,581 shares; 2025Q4: 268,240 shares; 2026Q1: 263,125 shares; 2026Q2: 236,138 shares 236,138 $4.7M 0.05% -26,987 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: 39,638 shares; 2024Q4: 47,532 shares; 2025Q1: 43,804 shares; 2025Q2: 70,691 shares; 2025Q3: 55,572 shares; 2025Q4: 47,677 shares; 2026Q1: 39,357 shares; 2026Q2: 32,770 shares 32,770 $4.69M 0.05% -6,587 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,230 shares; 2025Q3: 3,073 shares; 2025Q4: 2,891 shares; 2026Q1: 3,197 shares; 2026Q2: 28,478 shares 28,478 $4.68M 0.05% +25,281 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,021 shares; 2024Q4: 8,892 shares; 2025Q1: 12,123 shares; 2025Q2: 11,352 shares; 2025Q3: 17,355 shares; 2025Q4: 16,318 shares; 2026Q1: 13,995 shares; 2026Q2: 10,448 shares 10,448 $4.66M 0.05% -3,547 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: 5,016 shares; 2024Q4: 4,700 shares; 2025Q1: 4,641 shares; 2025Q2: 61,797 shares; 2025Q3: 53,788 shares; 2025Q4: 52,382 shares; 2026Q1: 50,581 shares; 2026Q2: 49,951 shares 49,951 $4.6M 0.05% -630 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,847 shares; 2024Q4: 60,303 shares; 2025Q1: 49,673 shares; 2025Q2: 37,374 shares; 2025Q3: 37,017 shares; 2025Q4: 34,998 shares; 2026Q1: 34,009 shares; 2026Q2: 28,198 shares 28,198 $4.59M 0.05% -5,811 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: 23,675 shares; 2024Q4: 21,828 shares; 2025Q1: 19,853 shares; 2025Q2: 16,767 shares; 2025Q3: 14,550 shares; 2025Q4: 13,336 shares; 2026Q1: 11,814 shares; 2026Q2: 27,297 shares 27,297 $4.58M 0.05% +15,483 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: 127,858 shares; 2024Q4: 183,154 shares; 2025Q1: 162,779 shares; 2025Q2: 119,803 shares; 2025Q3: 105,844 shares; 2025Q4: 88,887 shares; 2026Q1: 97,278 shares; 2026Q2: 79,284 shares 79,284 $4.57M 0.05% -17,994 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,131 shares; 2024Q4: 88,624 shares; 2025Q1: 63,536 shares; 2025Q2: 60,039 shares; 2025Q3: 57,855 shares; 2025Q4: 56,623 shares; 2026Q1: 54,620 shares; 2026Q2: 53,904 shares 53,904 $4.57M 0.05% -716 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,441 shares; 2025Q2: 146,879 shares; 2025Q3: 30,539 shares; 2025Q4: 35,345 shares; 2026Q1: 38,291 shares; 2026Q2: 164,937 shares 164,937 $4.55M 0.05% +126,646 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,937 shares; 2024Q4: 16,890 shares; 2025Q1: 10,957 shares; 2025Q2: 15,727 shares; 2025Q3: 16,572 shares; 2025Q4: 14,654 shares; 2026Q1: 14,065 shares; 2026Q2: 16,142 shares 16,142 $4.54M 0.05% +2,077 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,368 shares; 2024Q4: 13,914 shares; 2025Q1: 13,813 shares; 2025Q2: 12,224 shares; 2025Q3: 11,622 shares; 2025Q4: 10,726 shares; 2026Q1: 8,903 shares; 2026Q2: 10,687 shares 10,687 $4.53M 0.05% +1,784 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: 9,734 shares; 2024Q4: 7,903 shares; 2025Q1: 11,705 shares; 2025Q2: 13,382 shares; 2025Q3: 17,384 shares; 2025Q4: 15,653 shares; 2026Q1: 11,331 shares; 2026Q2: 14,748 shares 14,748 $4.52M 0.05% +3,417 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,296 shares; 2024Q4: 106,033 shares; 2025Q1: 119,172 shares; 2025Q2: 133,647 shares; 2025Q3: 117,300 shares; 2025Q4: 132,716 shares; 2026Q1: 146,070 shares; 2026Q2: 105,655 shares 105,655 $4.51M 0.05% -40,415 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139,002 shares; 2025Q1: 129,874 shares; 2025Q2: 150,267 shares; 2025Q3: 174,794 shares; 2025Q4: 206,386 shares; 2026Q1: 222,710 shares; 2026Q2: 173,741 shares 173,741 $4.49M 0.04% -48,969 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,548 shares; 2024Q4: 84,467 shares; 2025Q1: 63,673 shares; 2025Q2: 67,734 shares; 2025Q3: 67,665 shares; 2025Q4: 71,268 shares; 2026Q1: 61,912 shares; 2026Q2: 55,435 shares 55,435 $4.45M 0.04% -6,477 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,809 shares; 2026Q2: 106,446 shares 106,446 $4.44M 0.04% +43,637 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,663 shares; 2024Q4: 50,514 shares; 2025Q1: 45,386 shares; 2025Q2: 42,903 shares; 2025Q3: 37,358 shares; 2025Q4: 36,775 shares; 2026Q1: 44,066 shares; 2026Q2: 36,000 shares 36,000 $4.43M 0.04% -8,066 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: 134,376 shares; 2024Q4: 119,923 shares; 2025Q1: 98,472 shares; 2025Q2: 130,668 shares; 2025Q3: 128,458 shares; 2025Q4: 134,400 shares; 2026Q1: 172,789 shares; 2026Q2: 178,556 shares 178,556 $4.43M 0.04% +5,767 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: 63,938 shares; 2025Q4: 65,628 shares; 2026Q1: 64,670 shares; 2026Q2: 88,590 shares 88,590 $4.43M 0.04% +23,920 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,935 shares; 2024Q4: 11,721 shares; 2025Q1: 8,249 shares; 2025Q2: 8,470 shares; 2025Q3: 7,593 shares; 2025Q4: 7,316 shares; 2026Q1: 8,231 shares; 2026Q2: 7,653 shares 7,653 $4.41M 0.04% -578 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,404 shares; 2024Q4: 19,705 shares; 2025Q1: 19,436 shares; 2025Q2: 28,748 shares; 2025Q3: 28,851 shares; 2025Q4: 27,480 shares; 2026Q1: 24,659 shares; 2026Q2: 22,836 shares 22,836 $4.41M 0.04% -1,823 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,622 shares; 2024Q4: 13,422 shares; 2025Q1: 17,950 shares; 2025Q2: 20,479 shares; 2025Q3: 22,246 shares; 2025Q4: 19,834 shares; 2026Q1: 24,020 shares; 2026Q2: 26,474 shares 26,474 $4.41M 0.04% +2,454 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: 69,500 shares; 2024Q4: 68,059 shares; 2025Q1: 55,535 shares; 2025Q2: 51,412 shares; 2025Q3: 36,265 shares; 2025Q4: 46,434 shares; 2026Q1: 39,584 shares; 2026Q2: 40,893 shares 40,893 $4.4M 0.04% +1,309 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,835 shares; 2024Q4: 89,611 shares; 2025Q1: 126,959 shares; 2025Q2: 127,903 shares; 2025Q3: 112,021 shares; 2025Q4: 108,440 shares; 2026Q1: 104,855 shares; 2026Q2: 102,464 shares 102,464 $4.37M 0.04% -2,391 Timeline BUFD 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: 16,280 shares; 2025Q3: 121,691 shares; 2025Q4: 152,888 shares; 2026Q1: 147,234 shares; 2026Q2: 146,790 shares 146,790 $4.36M 0.04% -444 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: 48,877 shares; 2024Q4: 46,038 shares; 2025Q1: 38,065 shares; 2025Q2: 36,212 shares; 2025Q3: 37,135 shares; 2025Q4: 26,140 shares; 2026Q1: 33,525 shares; 2026Q2: 33,501 shares 33,501 $4.35M 0.04% -24 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,328 shares; 2024Q4: 308,422 shares; 2025Q1: 286,961 shares; 2025Q2: 342,350 shares; 2025Q3: 422,521 shares; 2025Q4: 103,071 shares; 2026Q1: 107,918 shares; 2026Q2: 120,899 shares 120,899 $4.35M 0.04% +12,981 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: 73,317 shares; 2024Q4: 53,393 shares; 2025Q1: 43,083 shares; 2025Q2: 50,013 shares; 2025Q3: 37,214 shares; 2025Q4: 34,326 shares; 2026Q1: 65,940 shares; 2026Q2: 39,313 shares 39,313 $4.34M 0.04% -26,627 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,577 shares; 2024Q4: 8,890 shares; 2025Q1: 9,864 shares; 2025Q2: 8,443 shares; 2025Q3: 8,348 shares; 2025Q4: 10,284 shares; 2026Q1: 15,909 shares; 2026Q2: 21,004 shares 21,004 $4.33M 0.04% +5,095 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,911 shares; 2024Q4: 24,051 shares; 2025Q1: 25,196 shares; 2025Q2: 24,576 shares; 2025Q3: 22,835 shares; 2025Q4: 21,658 shares; 2026Q1: 20,977 shares; 2026Q2: 19,324 shares 19,324 $4.32M 0.04% -1,653 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,190 shares; 2024Q4: 79,025 shares; 2025Q1: 81,020 shares; 2025Q2: 57,206 shares; 2025Q3: 73,109 shares; 2025Q4: 79,779 shares; 2026Q1: 76,220 shares; 2026Q2: 74,675 shares 74,675 $4.31M 0.04% -1,545 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: 17,214 shares; 2024Q4: 13,169 shares; 2025Q1: 12,729 shares; 2025Q2: 12,894 shares; 2025Q3: 11,235 shares; 2025Q4: 15,657 shares; 2026Q1: 15,216 shares; 2026Q2: 14,401 shares 14,401 $4.31M 0.04% -815 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: 20,096 shares; 2024Q4: 25,125 shares; 2025Q1: 27,590 shares; 2025Q2: 16,400 shares; 2025Q3: 13,698 shares; 2025Q4: 17,523 shares; 2026Q1: 9,010 shares; 2026Q2: 35,314 shares 35,314 $4.3M 0.04% +26,304 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,722 shares; 2024Q4: 42,264 shares; 2025Q1: 44,207 shares; 2025Q2: 43,027 shares; 2025Q3: 40,879 shares; 2025Q4: 40,316 shares; 2026Q1: 41,398 shares; 2026Q2: 37,393 shares 37,393 $4.3M 0.04% -4,005 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: 15,072 shares; 2024Q4: 16,777 shares; 2025Q1: 27,789 shares; 2025Q2: 23,369 shares; 2025Q3: 25,437 shares; 2025Q4: 28,759 shares; 2026Q1: 32,042 shares; 2026Q2: 29,289 shares 29,289 $4.28M 0.04% -2,753 Timeline CVLC 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: 45,094 shares; 2026Q2: 45,020 shares 45,020 $4.25M 0.04% -74 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,345 shares; 2024Q4: 115,467 shares; 2025Q1: 112,397 shares; 2025Q2: 119,373 shares; 2025Q3: 137,120 shares; 2025Q4: 125,570 shares; 2026Q1: 124,735 shares; 2026Q2: 96,208 shares 96,208 $4.25M 0.04% -28,527 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 2,182 shares; 2025Q1: 2,313 shares; 2025Q2: 2,188 shares; 2025Q3: 1,849 shares; 2025Q4: 1,830 shares; 2026Q1: 1,437 shares; 2026Q2: 1,329 shares 1,329 $4.25M 0.04% -108 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: 61,922 shares; 2024Q4: 50,952 shares; 2025Q1: 48,813 shares; 2025Q2: 29,691 shares; 2025Q3: 24,674 shares; 2025Q4: 25,516 shares; 2026Q1: 38,283 shares; 2026Q2: 44,000 shares 44,000 $4.24M 0.04% +5,717 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,700 shares; 2025Q3: 52,630 shares; 2025Q4: 55,117 shares; 2026Q1: 54,417 shares; 2026Q2: 50,180 shares 50,180 $4.23M 0.04% -4,237 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares; 2026Q2: 4,915 shares 4,915 $4.22M 0.04% +3,076 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103,781 shares; 2025Q1: 21,987 shares; 2025Q2: 18,877 shares; 2025Q3: 25,870 shares; 2025Q4: 25,093 shares; 2026Q1: 130,724 shares; 2026Q2: 142,546 shares 142,546 $4.18M 0.04% +11,822 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: 60,425 shares; 2024Q4: 58,880 shares; 2025Q1: 59,938 shares; 2025Q2: 63,325 shares; 2025Q3: 62,750 shares; 2025Q4: 60,385 shares; 2026Q1: 58,870 shares; 2026Q2: 53,719 shares 53,719 $4.17M 0.04% -5,151 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,845 shares; 2024Q4: 24,937 shares; 2025Q1: 26,900 shares; 2025Q2: 27,349 shares; 2025Q3: 27,357 shares; 2025Q4: 26,824 shares; 2026Q1: 26,914 shares; 2026Q2: 26,029 shares 26,029 $4.16M 0.04% -885 Timeline FDD 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: 10,438 shares; 2024Q4: 11,667 shares; 2025Q1: 10,356 shares; 2025Q2: 414,962 shares; 2025Q3: 434,604 shares; 2025Q4: 444,559 shares; 2026Q1: 222,095 shares; 2026Q2: 223,175 shares 223,175 $4.14M 0.04% +1,080 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: 7,004 shares; 2024Q4: 6,685 shares; 2025Q1: 3,837 shares; 2025Q2: 6,646 shares; 2025Q3: 6,590 shares; 2025Q4: 7,264 shares; 2026Q1: 6,018 shares; 2026Q2: 17,391 shares 17,391 $4.12M 0.04% +11,373 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,031 shares; 2024Q4: 8,366 shares; 2025Q1: 7,896 shares; 2025Q2: 22,395 shares; 2025Q3: 37,742 shares; 2025Q4: 38,285 shares; 2026Q1: 37,603 shares; 2026Q2: 45,425 shares 45,425 $4.1M 0.04% +7,822 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,312 shares; 2024Q4: 29,870 shares; 2025Q1: 71,087 shares; 2025Q2: 84,361 shares; 2025Q3: 61,590 shares; 2025Q4: 59,997 shares; 2026Q1: 24,270 shares; 2026Q2: 45,209 shares 45,209 $4.1M 0.04% +20,939 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,246 shares; 2025Q1: 52,644 shares; 2025Q2: 53,103 shares; 2025Q3: 65,018 shares; 2025Q4: 68,812 shares; 2026Q1: 69,592 shares; 2026Q2: 52,181 shares 52,181 $4.09M 0.04% -17,411 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,314 shares; 2024Q4: 59,637 shares; 2025Q1: 43,568 shares; 2025Q2: 42,454 shares; 2025Q3: 38,835 shares; 2025Q4: 39,298 shares; 2026Q1: 40,799 shares; 2026Q2: 44,738 shares 44,738 $4.08M 0.04% +3,939 Timeline LONZ 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: 168,292 shares; 2024Q4: 299,886 shares; 2025Q1: 275,768 shares; 2025Q2: 158,965 shares; 2025Q3: 166,543 shares; 2025Q4: 164,683 shares; 2026Q1: not reported; 2026Q2: 82,650 shares 82,650 $4.08M 0.04% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,882 shares; 2024Q4: 28,797 shares; 2025Q1: 29,056 shares; 2025Q2: 27,363 shares; 2025Q3: 29,650 shares; 2025Q4: 27,548 shares; 2026Q1: 28,870 shares; 2026Q2: 30,250 shares 30,250 $4.07M 0.04% +1,380 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,782 shares; 2024Q4: 24,380 shares; 2025Q1: 27,284 shares; 2025Q2: 34,379 shares; 2025Q3: 24,055 shares; 2025Q4: 21,990 shares; 2026Q1: 17,780 shares; 2026Q2: 12,169 shares 12,169 $4.07M 0.04% -5,611 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,286 shares; 2024Q4: 15,365 shares; 2025Q1: 15,300 shares; 2025Q2: 15,521 shares; 2025Q3: 11,596 shares; 2025Q4: 11,495 shares; 2026Q1: 14,663 shares; 2026Q2: 14,861 shares 14,861 $4.07M 0.04% +198 Timeline BILS 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: 41,158 shares; 2024Q4: 4,859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,423 shares; 2025Q4: 26,897 shares; 2026Q1: 41,615 shares; 2026Q2: 40,402 shares 40,402 $4.02M 0.04% -1,213 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: 29,953 shares; 2024Q4: 270,059 shares; 2025Q1: 267,144 shares; 2025Q2: 265,854 shares; 2025Q3: 279,390 shares; 2025Q4: 276,883 shares; 2026Q1: 53,036 shares; 2026Q2: 80,488 shares 80,488 $4.01M 0.04% +27,452 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,542 shares; 2024Q4: 14,245 shares; 2025Q1: 15,003 shares; 2025Q2: 13,336 shares; 2025Q3: 12,150 shares; 2025Q4: 11,162 shares; 2026Q1: 10,803 shares; 2026Q2: 11,087 shares 11,087 $4M 0.04% +284 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: 4,802 shares; 2024Q4: 6,246 shares; 2025Q1: 11,324 shares; 2025Q2: 12,600 shares; 2025Q3: 17,619 shares; 2025Q4: 16,418 shares; 2026Q1: 17,804 shares; 2026Q2: 15,346 shares 15,346 $4M 0.04% -2,458 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,498 shares; 2024Q4: 17,452 shares; 2025Q1: 30,732 shares; 2025Q2: 30,524 shares; 2025Q3: 29,191 shares; 2025Q4: 21,071 shares; 2026Q1: 23,746 shares; 2026Q2: 33,715 shares 33,715 $3.99M 0.04% +9,969 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: 36,877 shares; 2024Q4: 20,801 shares; 2025Q1: 12,086 shares; 2025Q2: 16,065 shares; 2025Q3: 17,047 shares; 2025Q4: 17,338 shares; 2026Q1: 18,014 shares; 2026Q2: 22,707 shares 22,707 $3.98M 0.04% +4,693 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,646 shares; 2024Q4: 20,475 shares; 2025Q1: 18,977 shares; 2025Q2: 21,266 shares; 2025Q3: 18,555 shares; 2025Q4: 17,600 shares; 2026Q1: 13,197 shares; 2026Q2: 12,629 shares 12,629 $3.97M 0.04% -568 Timeline FEM 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: 60,981 shares; 2024Q4: 69,792 shares; 2025Q1: 72,739 shares; 2025Q2: 92,004 shares; 2025Q3: 108,529 shares; 2025Q4: 99,648 shares; 2026Q1: 118,473 shares; 2026Q2: 124,183 shares 124,183 $3.97M 0.04% +5,710 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,139 shares; 2024Q4: 2,430 shares; 2025Q1: 2,050 shares; 2025Q2: 9,830 shares; 2025Q3: 9,134 shares; 2025Q4: 10,793 shares; 2026Q1: 10,043 shares; 2026Q2: 7,511 shares 7,511 $3.95M 0.04% -2,532 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,622 shares; 2024Q4: 129,557 shares; 2025Q1: 98,850 shares; 2025Q2: 101,904 shares; 2025Q3: 77,963 shares; 2025Q4: 77,465 shares; 2026Q1: 78,832 shares; 2026Q2: 106,810 shares 106,810 $3.95M 0.04% +27,978 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,182 shares; 2024Q4: 370,254 shares; 2025Q1: 262,716 shares; 2025Q2: 265,383 shares; 2025Q3: 238,292 shares; 2025Q4: 241,282 shares; 2026Q1: 231,550 shares; 2026Q2: 196,549 shares 196,549 $3.94M 0.04% -35,001 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,999 shares; 2024Q4: 28,896 shares; 2025Q1: 30,075 shares; 2025Q2: 18,559 shares; 2025Q3: 20,360 shares; 2025Q4: 19,567 shares; 2026Q1: 24,072 shares; 2026Q2: 21,598 shares 21,598 $3.88M 0.04% -2,474 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,631 shares; 2024Q4: 54,940 shares; 2025Q1: 56,299 shares; 2025Q2: 60,469 shares; 2025Q3: 72,306 shares; 2025Q4: 83,218 shares; 2026Q1: 81,847 shares; 2026Q2: 83,861 shares 83,861 $3.87M 0.04% +2,014 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,282 shares; 2025Q3: 10,371 shares; 2025Q4: 11,304 shares; 2026Q1: 12,714 shares; 2026Q2: 15,736 shares 15,736 $3.86M 0.04% +3,022 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,806 shares; 2024Q4: 12,677 shares; 2025Q1: 15,297 shares; 2025Q2: 17,310 shares; 2025Q3: 16,068 shares; 2025Q4: 13,173 shares; 2026Q1: 13,846 shares; 2026Q2: 12,760 shares 12,760 $3.85M 0.04% -1,086 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: 5,148 shares; 2024Q4: 12,810 shares; 2025Q1: 5,707 shares; 2025Q2: 6,363 shares; 2025Q3: 13,143 shares; 2025Q4: 25,087 shares; 2026Q1: 14,790 shares; 2026Q2: 26,212 shares 26,212 $3.84M 0.04% +11,422 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 3,355 shares; 2025Q1: 7,754 shares; 2025Q2: 10,487 shares; 2025Q3: 14,288 shares; 2025Q4: 17,741 shares; 2026Q1: 21,355 shares; 2026Q2: 20,297 shares 20,297 $3.82M 0.04% -1,058 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: 174,277 shares; 2024Q4: 168,778 shares; 2025Q1: 260,612 shares; 2025Q2: 242,207 shares; 2025Q3: 220,221 shares; 2025Q4: 240,097 shares; 2026Q1: 179,327 shares; 2026Q2: 73,029 shares 73,029 $3.82M 0.04% -106,298 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399 shares; 2024Q4: 7,507 shares; 2025Q1: 11,833 shares; 2025Q2: 9,833 shares; 2025Q3: 10,007 shares; 2025Q4: 10,652 shares; 2026Q1: 8,456 shares; 2026Q2: 7,413 shares 7,413 $3.82M 0.04% -1,043 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,277 shares; 2024Q4: 7,528 shares; 2025Q1: 7,714 shares; 2025Q2: 6,497 shares; 2025Q3: 6,062 shares; 2025Q4: 5,849 shares; 2026Q1: 6,179 shares; 2026Q2: 5,929 shares 5,929 $3.82M 0.04% -250 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,501 shares; 2025Q2: 19,365 shares; 2025Q3: 19,798 shares; 2025Q4: 18,586 shares; 2026Q1: 21,644 shares; 2026Q2: 13,817 shares 13,817 $3.82M 0.04% -7,827 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,635 shares; 2024Q4: 33,146 shares; 2025Q1: 39,454 shares; 2025Q2: 53,823 shares; 2025Q3: 53,955 shares; 2025Q4: 56,586 shares; 2026Q1: 55,750 shares; 2026Q2: 56,386 shares 56,386 $3.81M 0.04% +636 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,821 shares; 2024Q4: 35,123 shares; 2025Q1: 27,533 shares; 2025Q2: 26,152 shares; 2025Q3: 27,164 shares; 2025Q4: 23,528 shares; 2026Q1: 18,070 shares; 2026Q2: 11,053 shares 11,053 $3.81M 0.04% -7,017 Timeline SCHI 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: 17,699 shares; 2024Q4: 131,345 shares; 2025Q1: 130,669 shares; 2025Q2: 111,243 shares; 2025Q3: 46,395 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168,012 shares 168,012 $3.8M 0.04% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,578 shares; 2024Q4: 48,303 shares; 2025Q1: 39,510 shares; 2025Q2: 30,181 shares; 2025Q3: 22,983 shares; 2025Q4: 34,436 shares; 2026Q1: 34,820 shares; 2026Q2: 32,632 shares 32,632 $3.8M 0.04% -2,188 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,193 shares; 2024Q4: 11,674 shares; 2025Q1: 13,081 shares; 2025Q2: 11,927 shares; 2025Q3: 11,161 shares; 2025Q4: 10,823 shares; 2026Q1: 18,002 shares; 2026Q2: 18,214 shares 18,214 $3.76M 0.04% +212 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,196 shares; 2024Q4: 107,746 shares; 2025Q1: 131,735 shares; 2025Q2: 155,504 shares; 2025Q3: 140,741 shares; 2025Q4: 136,863 shares; 2026Q1: 169,189 shares; 2026Q2: 143,021 shares 143,021 $3.75M 0.04% -26,168 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.04% 0 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: 21,385 shares; 2024Q4: 23,513 shares; 2025Q1: 15,633 shares; 2025Q2: 15,434 shares; 2025Q3: 14,790 shares; 2025Q4: 12,835 shares; 2026Q1: 8,536 shares; 2026Q2: 7,348 shares 7,348 $3.74M 0.04% -1,188 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: 80,273 shares; 2024Q4: 84,089 shares; 2025Q1: 78,001 shares; 2025Q2: 79,877 shares; 2025Q3: 56,853 shares; 2025Q4: 28,860 shares; 2026Q1: 20,909 shares; 2026Q2: 31,789 shares 31,789 $3.74M 0.04% +10,880 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,434 shares; 2025Q3: 101,074 shares; 2025Q4: 97,692 shares; 2026Q1: 85,255 shares; 2026Q2: 96,581 shares 96,581 $3.73M 0.04% +11,326 Timeline BUFX 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: 130,624 shares; 2025Q4: 171,055 shares; 2026Q1: 164,566 shares; 2026Q2: 167,088 shares 167,088 $3.7M 0.04% +2,522 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,404 shares; 2024Q4: 17,018 shares; 2025Q1: 18,516 shares; 2025Q2: 26,467 shares; 2025Q3: 42,120 shares; 2025Q4: 46,591 shares; 2026Q1: 46,541 shares; 2026Q2: 50,414 shares 50,414 $3.67M 0.04% +3,873 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA 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: 132,202 shares; 2025Q3: 166,893 shares; 2025Q4: 161,924 shares; 2026Q1: 135,607 shares; 2026Q2: 140,804 shares 140,804 $3.67M 0.04% +5,197 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,042 shares; 2024Q4: 165,286 shares; 2025Q1: 140,350 shares; 2025Q2: 128,777 shares; 2025Q3: 117,468 shares; 2025Q4: 91,595 shares; 2026Q1: 89,877 shares; 2026Q2: 75,933 shares 75,933 $3.66M 0.04% -13,944 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,949 shares; 2024Q4: 14,972 shares; 2025Q1: 8,814 shares; 2025Q2: 11,142 shares; 2025Q3: 15,401 shares; 2025Q4: 15,165 shares; 2026Q1: 17,329 shares; 2026Q2: 15,391 shares 15,391 $3.65M 0.04% -1,938 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: 7,691 shares; 2024Q4: 7,623 shares; 2025Q1: 10,179 shares; 2025Q2: 13,242 shares; 2025Q3: 13,453 shares; 2025Q4: 13,580 shares; 2026Q1: 13,982 shares; 2026Q2: 13,441 shares 13,441 $3.65M 0.04% -541 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,938 shares; 2024Q4: 8,063 shares; 2025Q1: 8,261 shares; 2025Q2: 8,255 shares; 2025Q3: 7,945 shares; 2025Q4: 9,626 shares; 2026Q1: 14,970 shares; 2026Q2: 15,060 shares 15,060 $3.64M 0.04% +90 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,603 shares; 2024Q4: 68,916 shares; 2025Q1: 72,799 shares; 2025Q2: 75,198 shares; 2025Q3: 78,470 shares; 2025Q4: 81,362 shares; 2026Q1: 81,705 shares; 2026Q2: 119,435 shares 119,435 $3.64M 0.04% +37,730 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,757 shares; 2024Q4: 20,243 shares; 2025Q1: 20,166 shares; 2025Q2: 21,287 shares; 2025Q3: 20,841 shares; 2025Q4: 20,210 shares; 2026Q1: 16,295 shares; 2026Q2: 14,354 shares 14,354 $3.63M 0.04% -1,941 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,516 shares; 2024Q4: 25,047 shares; 2025Q1: 48,897 shares; 2025Q2: 56,811 shares; 2025Q3: 57,825 shares; 2025Q4: 93,110 shares; 2026Q1: 122,272 shares; 2026Q2: 141,842 shares 141,842 $3.62M 0.04% +19,570 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,354 shares; 2024Q4: 43,339 shares; 2025Q1: 46,860 shares; 2025Q2: 46,428 shares; 2025Q3: 44,151 shares; 2025Q4: 52,840 shares; 2026Q1: 62,754 shares; 2026Q2: 64,043 shares 64,043 $3.61M 0.04% +1,289 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: 52,672 shares; 2024Q4: 48,421 shares; 2025Q1: 43,682 shares; 2025Q2: 41,047 shares; 2025Q3: 33,558 shares; 2025Q4: 51,373 shares; 2026Q1: 55,378 shares; 2026Q2: 54,404 shares 54,404 $3.61M 0.04% -974 Timeline