IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 429,001 shares 429,001 $329M 3.2% +5,316 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,072,513 shares 1,072,513 $245M 2.39% +104,816 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 436,951 shares 436,951 $224M 2.18% +87,420 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 486,957 shares 486,957 $162M 1.58% +73,827 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; 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; 2026Q3: 230,049 shares 230,049 $161M 1.57% -71,793 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; 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; 2026Q3: 1,443,445 shares 1,443,445 $130M 1.27% +61,323 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; 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; 2026Q3: 479,494 shares 479,494 $119M 1.16% +57,492 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 329,683 shares 329,683 $113M 1.11% +43,187 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; 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; 2026Q3: 139,065 shares 139,065 $101M 0.98% +16,677 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; 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; 2026Q3: 244,253 shares 244,253 $93M 0.91% -71,998 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 263,119 shares 263,119 $92.4M 0.9% +25,081 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; 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; 2026Q3: 246,849 shares 246,849 $92.4M 0.9% +4,199 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; 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; 2026Q3: 1,599,401 shares 1,599,401 $90.6M 0.88% +27,103 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; 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; 2026Q3: 407,572 shares 407,572 $88.1M 0.86% -418 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 614,252 shares 614,252 $87.4M 0.85% +10,777 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 254,386 shares 254,386 $86.7M 0.84% +15,739 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; 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; 2026Q3: 1,235,486 shares 1,235,486 $85.6M 0.83% +121,275 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; 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; 2026Q3: 104,950 shares 104,950 $80M 0.78% -65,356 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; 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; 2026Q3: 1,132,273 shares 1,132,273 $79.9M 0.78% -6,490 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; 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; 2026Q3: 831,970 shares 831,970 $76.2M 0.74% +152,199 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,690,471 shares 1,690,471 $74.5M 0.73% +309,387 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 909,988 shares 909,988 $73.9M 0.72% -87,389 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; 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; 2026Q3: 217,663 shares 217,663 $72M 0.7% +8,123 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; 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; 2026Q3: 674,664 shares 674,664 $67.8M 0.66% +186,459 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; 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; 2026Q3: 1,555,563 shares 1,555,563 $66.6M 0.65% -147,583 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; 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; 2026Q3: 139,829 shares 139,829 $63.8M 0.62% +5,843 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 233,290 shares 233,290 $61.8M 0.6% -1,541 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 261,021 shares 261,021 $59.6M 0.58% +2,726 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 158,431 shares 158,431 $56.9M 0.55% +11,621 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 536,021 shares 536,021 $51.9M 0.51% +44,827 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 249,401 shares 249,401 $50.9M 0.5% +15,954 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,414 shares; 2026Q2: 818,831 shares; 2026Q3: 1,391,334 shares 1,391,334 $50.6M 0.49% +572,503 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; 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; 2026Q3: 1,076,597 shares 1,076,597 $47.8M 0.47% +29,642 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; 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; 2026Q3: 39,607 shares 39,607 $45.8M 0.45% +5,486 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; 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; 2026Q3: 257,335 shares 257,335 $45.6M 0.44% +8,070 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; 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; 2026Q3: 232,603 shares 232,603 $45.5M 0.44% +625 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; 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; 2026Q3: 453,719 shares 453,719 $45.4M 0.44% +1,313 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; 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; 2026Q3: 40,270 shares 40,270 $42.9M 0.42% +7,335 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 160,181 shares 160,181 $41.9M 0.41% +5,864 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 115,213 shares 115,213 $40.9M 0.4% +714 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 529,447 shares 529,447 $40M 0.39% +398,511 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; 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; 2026Q3: 196,394 shares 196,394 $37.5M 0.37% +19,779 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503,621 shares; 2026Q2: 571,082 shares; 2026Q3: 762,311 shares 762,311 $37.3M 0.36% +191,229 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 223,412 shares 223,412 $36.4M 0.35% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 341,443 shares 341,443 $34.9M 0.34% +5,689 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; 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; 2026Q3: 569,124 shares 569,124 $33.8M 0.33% +1,429 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459,685 shares; 2026Q3: 483,520 shares 483,520 $33.7M 0.33% +23,835 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; 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; 2026Q3: 51,946 shares 51,946 $31.8M 0.31% +10,085 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,593 shares; 2026Q1: 353,972 shares; 2026Q2: 458,767 shares; 2026Q3: 464,792 shares 464,792 $31.5M 0.31% +6,025 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; 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; 2026Q3: 1,141,863 shares 1,141,863 $31.4M 0.31% -1,394 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 261,207 shares 261,207 $31.3M 0.3% -56,120 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; 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; 2026Q3: 287,436 shares 287,436 $30.9M 0.3% -7,281 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; 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; 2026Q3: 645,967 shares 645,967 $30.5M 0.3% -81,537 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; 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; 2026Q3: 336,078 shares 336,078 $28.9M 0.28% +40,424 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; 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; 2026Q3: 198,693 shares 198,693 $28.9M 0.28% +8,400 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; 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; 2026Q3: 15,779 shares 15,779 $28.6M 0.28% +2,276 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; 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; 2026Q3: 75,981 shares 75,981 $27.9M 0.27% +4,141 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 48,703 shares 48,703 $26.9M 0.26% +4,451 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 136,066 shares 136,066 $26.4M 0.26% +8,465 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 99,486 shares 99,486 $26.4M 0.26% +9,440 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 371,955 shares 371,955 $25.9M 0.25% +53,918 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; 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; 2026Q3: 490,897 shares 490,897 $25.8M 0.25% +93,211 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; 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; 2026Q3: 51,674 shares 51,674 $25.7M 0.25% +5,926 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; 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; 2026Q3: 366,261 shares 366,261 $25.7M 0.25% +18,583 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 186,779 shares 186,779 $25.6M 0.25% -788 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; 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; 2026Q3: 72,044 shares 72,044 $25.3M 0.25% +1,798 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,150,039 shares 1,150,039 $25.2M 0.25% +13,104 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; 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; 2026Q3: 108,337 shares 108,337 $25M 0.24% +2,868 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; 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; 2026Q3: 522,092 shares 522,092 $24.5M 0.24% +13,010 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; 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; 2026Q3: 71,880 shares 71,880 $24.3M 0.24% +2,295 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 305,239 shares 305,239 $24.2M 0.24% -9,017 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 231,938 shares 231,938 $24.1M 0.23% -643 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; 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; 2026Q3: 204,413 shares 204,413 $24.1M 0.23% +7,938 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; 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; 2026Q3: 440,673 shares 440,673 $24M 0.23% +73,521 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 313,556 shares 313,556 $23.6M 0.23% -20,149 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; 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; 2026Q3: 77,496 shares 77,496 $23.6M 0.23% +51,375 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; 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; 2026Q3: 45,081 shares 45,081 $23.1M 0.22% +1,481 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; 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; 2026Q3: 252,731 shares 252,731 $22.7M 0.22% +26,198 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; 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; 2026Q3: 512,524 shares 512,524 $22.5M 0.22% +8,881 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; 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; 2026Q3: 56,313 shares 56,313 $22.3M 0.22% -2,370 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; 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; 2026Q3: 32,242 shares 32,242 $21.8M 0.21% +4,584 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; 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; 2026Q3: 172,632 shares 172,632 $21.7M 0.21% +695 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; 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; 2026Q3: 65,126 shares 65,126 $21.4M 0.21% -4,659 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; 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; 2026Q3: 432,914 shares 432,914 $21.3M 0.21% +37,017 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; 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; 2026Q3: 354,441 shares 354,441 $21.1M 0.21% -28,674 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; 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; 2026Q3: 52,667 shares 52,667 $20.9M 0.2% +2,829 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; 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; 2026Q3: 73,398 shares 73,398 $20.9M 0.2% -1,287 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; 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; 2026Q3: 338,591 shares 338,591 $20.8M 0.2% -18,002 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; 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; 2026Q3: 34,069 shares 34,069 $20.7M 0.2% +5,264 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 244,525 shares 244,525 $20.6M 0.2% +142,454 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; 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; 2026Q3: 268,656 shares 268,656 $20.5M 0.2% +21,166 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; 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; 2026Q3: 408,769 shares 408,769 $20.5M 0.2% +26,946 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; 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; 2026Q3: 73,140 shares 73,140 $20.5M 0.2% +3,223 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; 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; 2026Q3: 517,726 shares 517,726 $20.4M 0.2% +13,150 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 160,006 shares 160,006 $20M 0.2% +25,105 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 324,771 shares 324,771 $19.9M 0.19% +8,393 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; 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; 2026Q3: 247,332 shares 247,332 $19.8M 0.19% +10,386 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 589,600 shares; 2026Q2: 705,138 shares; 2026Q3: 629,763 shares 629,763 $19.7M 0.19% -75,375 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,694 shares 60,694 $19.3M 0.19% -80,250 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; 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; 2026Q3: 182,598 shares 182,598 $19.2M 0.19% +13,026 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; 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; 2026Q3: 129,903 shares 129,903 $18.9M 0.18% -2,684 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; 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; 2026Q3: 218,468 shares 218,468 $18.7M 0.18% +18,388 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; 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; 2026Q3: 19,376 shares 19,376 $18.5M 0.18% -225 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; 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; 2026Q3: 696,007 shares 696,007 $18.3M 0.18% +18,274 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 43,302 shares 43,302 $18.3M 0.18% -422 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; 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; 2026Q3: 108,061 shares 108,061 $18.2M 0.18% +47,561 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; 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; 2026Q3: 34,523 shares 34,523 $18M 0.18% +4,278 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; 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; 2026Q3: 197,254 shares 197,254 $17.8M 0.17% +9,657 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; 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; 2026Q3: 61,392 shares 61,392 $17.5M 0.17% +6,889 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; 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; 2026Q3: 178,169 shares 178,169 $17.4M 0.17% +24,982 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; 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; 2026Q3: 484,227 shares 484,227 $17.4M 0.17% -34,005 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,504 shares 36,504 $17.3M 0.17% +5,115 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 132,960 shares 132,960 $17.2M 0.17% +5,234 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; 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; 2026Q3: 373,407 shares 373,407 $17.1M 0.17% +24,865 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; 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; 2026Q3: 31,438 shares 31,438 $16.9M 0.16% -892 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 73,133 shares 73,133 $16.9M 0.16% +9,085 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; 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; 2026Q3: 153,384 shares 153,384 $16.9M 0.16% +6,707 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 133,097 shares 133,097 $16.7M 0.16% -81,487 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 149,705 shares 149,705 $16.5M 0.16% +15,116 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 50,056 shares 50,056 $16.3M 0.16% +3,028 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; 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; 2026Q3: 750,268 shares 750,268 $16.2M 0.16% +77,378 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; 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; 2026Q3: 17,075 shares 17,075 $16.2M 0.16% -275 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 188,012 shares 188,012 $16.2M 0.16% +31,493 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; 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; 2026Q3: 190,703 shares 190,703 $16.2M 0.16% +27,496 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,112 shares 15,112 $16M 0.16% +1,757 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238,578 shares; 2026Q1: 368,352 shares; 2026Q2: 407,138 shares; 2026Q3: 356,124 shares 356,124 $15.9M 0.16% -51,014 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; 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; 2026Q3: 333,359 shares 333,359 $15.9M 0.16% +32,426 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,667 shares 68,667 $15.8M 0.15% +20,203 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 160,837 shares 160,837 $15.6M 0.15% -21,914 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 105,043 shares 105,043 $15.6M 0.15% -5,975 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 119,771 shares 119,771 $15.6M 0.15% +7,888 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 82,592 shares 82,592 $15.5M 0.15% +7,069 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; 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; 2026Q3: 58,661 shares 58,661 $15.5M 0.15% +50,816 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; 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; 2026Q3: 597,928 shares 597,928 $15.2M 0.15% +53,173 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; 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; 2026Q3: 114,733 shares 114,733 $15.2M 0.15% +12,010 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 81,436 shares 81,436 $15.2M 0.15% +5,942 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; 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; 2026Q3: 38,673 shares 38,673 $15M 0.15% +7,815 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; 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; 2026Q3: 67,540 shares 67,540 $15M 0.15% +2,186 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; 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; 2026Q3: 172,416 shares 172,416 $15M 0.15% -26,251 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; 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; 2026Q3: 103,503 shares 103,503 $15M 0.15% +432 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 534,277 shares 534,277 $14.9M 0.15% +58,429 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; 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; 2026Q3: 16,559 shares 16,559 $14.9M 0.15% -2,439 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; 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; 2026Q3: 34,581 shares 34,581 $14.9M 0.14% +999 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 146,164 shares 146,164 $14.8M 0.14% +29,835 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; 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; 2026Q3: 354,913 shares 354,913 $14.8M 0.14% +187,225 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 160,172 shares 160,172 $14.8M 0.14% +1,354 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 322,742 shares 322,742 $14.7M 0.14% -3,588 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 63,710 shares 63,710 $14.7M 0.14% +4,157 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; 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; 2026Q3: 185,291 shares 185,291 $14.5M 0.14% +8,910 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477,706 shares; 2026Q3: 483,226 shares 483,226 $14.4M 0.14% +5,520 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 161,233 shares 161,233 $14.4M 0.14% +2,343 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; 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; 2026Q3: 69,839 shares 69,839 $14.2M 0.14% +11,648 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; 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; 2026Q3: 231,983 shares 231,983 $14.2M 0.14% -18,185 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 171,687 shares 171,687 $14M 0.14% +20,183 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; 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; 2026Q3: 184,556 shares 184,556 $14M 0.14% +21,618 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; 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; 2026Q3: 51,144 shares 51,144 $13.9M 0.14% +701 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; 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; 2026Q3: 679,561 shares 679,561 $13.8M 0.13% +23,403 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; 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; 2026Q3: 61,864 shares 61,864 $13.6M 0.13% +5,034 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; 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; 2026Q3: 839,573 shares 839,573 $13.6M 0.13% -6,824 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444,813 shares; 2026Q3: 460,304 shares 460,304 $13.5M 0.13% +15,491 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; 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; 2026Q3: 71,292 shares 71,292 $13.3M 0.13% +19,563 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 42,580 shares 42,580 $13.3M 0.13% +3,153 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 190,095 shares 190,095 $13.1M 0.13% -3,631 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 102,975 shares 102,975 $13M 0.13% +6,040 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; 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; 2026Q3: 42,845 shares 42,845 $13M 0.13% -5,515 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; 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; 2026Q3: 316,500 shares 316,500 $13M 0.13% +12,089 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; 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; 2026Q3: 39,186 shares 39,186 $13M 0.13% +4,710 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 224,937 shares 224,937 $13M 0.13% +31,013 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; 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; 2026Q3: 291,881 shares 291,881 $12.6M 0.12% +27,471 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; 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; 2026Q3: 47,793 shares 47,793 $12.5M 0.12% +7,403 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; 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; 2026Q3: 32,214 shares 32,214 $12.5M 0.12% +10,422 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,338 shares 15,338 $12.4M 0.12% -4,244 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; 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; 2026Q3: 159,747 shares 159,747 $12.4M 0.12% +5,996 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 118,654 shares 118,654 $12.3M 0.12% -367,433 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; 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; 2026Q3: 76,771 shares 76,771 $12.1M 0.12% +12,929 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; 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; 2026Q3: 81,114 shares 81,114 $12.1M 0.12% +4,898 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; 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; 2026Q3: 144,520 shares 144,520 $12M 0.12% -17,469 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,639 shares; 2025Q1: 87,782 shares; 2025Q2: 33,339 shares; 2025Q3: not reported; 2025Q4: 30,516 shares; 2026Q1: 40,666 shares; 2026Q2: 43,916 shares; 2026Q3: 232,235 shares 232,235 $11.9M 0.12% +188,319 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; 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; 2026Q3: 169,242 shares 169,242 $11.8M 0.12% +22,750 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; 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; 2026Q3: 116,705 shares 116,705 $11.8M 0.11% +1,643 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; 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; 2026Q3: 481,921 shares 481,921 $11.8M 0.11% +49,037 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 86,946 shares 86,946 $11.7M 0.11% +18,744 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; 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; 2026Q3: 149,558 shares 149,558 $11.5M 0.11% +11,185 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 51,650 shares 51,650 $11.5M 0.11% -2,705 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; 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; 2026Q3: 28,211 shares 28,211 $11.5M 0.11% +3,474 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; 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; 2026Q3: 25,097 shares 25,097 $11.3M 0.11% -803 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; 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; 2026Q3: 95,003 shares 95,003 $11.3M 0.11% +11,638 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; 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; 2026Q3: 143,556 shares 143,556 $11.3M 0.11% +11,801 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 135,677 shares 135,677 $11.2M 0.11% +22,212 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; 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; 2026Q3: 176,559 shares 176,559 $11.2M 0.11% -3,331 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; 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; 2026Q3: 12,330 shares 12,330 $11.2M 0.11% +694 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; 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; 2026Q3: 221,484 shares 221,484 $11.2M 0.11% -187,983 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,601 shares 16,601 $11.1M 0.11% +1,045 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182,030 shares; 2026Q3: 220,876 shares 220,876 $11.1M 0.11% +38,846 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; 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; 2026Q3: 140,755 shares 140,755 $11M 0.11% +15,535 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; 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; 2026Q3: 214,128 shares 214,128 $11M 0.11% -15,699 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 91,162 shares 91,162 $11M 0.11% -9,133 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; 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; 2026Q3: 108,667 shares 108,667 $11M 0.11% +14,210 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; 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; 2026Q3: 148,461 shares 148,461 $10.8M 0.11% -5,356 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; 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; 2026Q3: 55,288 shares 55,288 $10.7M 0.1% +2,611 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,465 shares 12,465 $10.6M 0.1% +1,440 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,707 shares 68,707 $10.6M 0.1% +329 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; 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; 2026Q3: 259,807 shares 259,807 $10.5M 0.1% +18,520 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,961 shares 36,961 $10.5M 0.1% -4,387 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; 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; 2026Q3: 96,374 shares 96,374 $10.5M 0.1% +14,514 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; 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; 2026Q3: 23,394 shares 23,394 $10.4M 0.1% +3,598 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 144,775 shares 144,775 $10.4M 0.1% -12,218 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; 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; 2026Q3: 39,999 shares 39,999 $10.3M 0.1% -3,887 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; 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; 2026Q3: 245,710 shares 245,710 $10.3M 0.1% -178,941 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 52,793 shares 52,793 $10.3M 0.1% -1,974 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; 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; 2026Q3: 25,979 shares 25,979 $10.2M 0.1% +7,177 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,107 shares 103,107 $10.2M 0.1% +18,740 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; 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; 2026Q3: 145,979 shares 145,979 $10.1M 0.1% +908 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 106,139 shares 106,139 $10.1M 0.1% +6,794 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 107,101 shares 107,101 $10.1M 0.1% -852 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,858 shares; 2026Q2: 69,989 shares; 2026Q3: 62,184 shares 62,184 $10M 0.1% -7,805 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 402,046 shares 402,046 $10M 0.1% +27,629 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; 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; 2026Q3: 129,757 shares 129,757 $10M 0.1% +16,344 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; 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; 2026Q3: 186,464 shares 186,464 $9.96M 0.1% -79,916 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 411,149 shares 411,149 $9.92M 0.1% +36,992 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 347,080 shares 347,080 $9.9M 0.1% +10,276 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; 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; 2026Q3: 47,315 shares 47,315 $9.84M 0.1% +11,720 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; 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; 2026Q3: 182,716 shares 182,716 $9.83M 0.1% +29,987 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; 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; 2026Q3: 63,349 shares 63,349 $9.83M 0.1% +3,891 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,919 shares 46,919 $9.81M 0.1% +6,694 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,115 shares 47,115 $9.76M 0.1% -1,006 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; 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; 2026Q3: 363,057 shares 363,057 $9.75M 0.09% +31,987 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; 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; 2026Q3: 87,500 shares 87,500 $9.71M 0.09% +13,484 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 66,729 shares 66,729 $9.51M 0.09% +6,484 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,494 shares 12,494 $9.47M 0.09% +1,891 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 389,641 shares 389,641 $9.44M 0.09% +11,986 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 93,165 shares 93,165 $9.38M 0.09% -4,049 Timeline AFIF HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 956,431 shares; 2026Q3: 1,014,982 shares 1,014,982 $9.36M 0.09% +58,551 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; 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; 2026Q3: 54,548 shares 54,548 $9.31M 0.09% -1,133 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; 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; 2026Q3: 325,392 shares 325,392 $9.3M 0.09% +104,818 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; 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; 2026Q3: 10,043 shares 10,043 $9.26M 0.09% +1,206 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; 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; 2026Q3: 208,327 shares 208,327 $9.25M 0.09% -39,672 Timeline FAUG 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; 2024Q4: 18,523 shares; 2025Q1: 31,660 shares; 2025Q2: not reported; 2025Q3: 133,722 shares; 2025Q4: 130,639 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 159,333 shares 159,333 $9.18M 0.09% new 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; 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; 2026Q3: 167,959 shares 167,959 $9.14M 0.09% +21,621 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,395 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178,044 shares; 2026Q3: 159,228 shares 159,228 $9.13M 0.09% -18,816 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; 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; 2026Q3: 134,259 shares 134,259 $9.04M 0.09% +5,025 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; 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; 2026Q3: 34,054 shares 34,054 $9M 0.09% +7,752 Timeline FJUL 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; 2024Q4: 20,736 shares; 2025Q1: 33,781 shares; 2025Q2: not reported; 2025Q3: 123,394 shares; 2025Q4: 119,801 shares; 2026Q1: not reported; 2026Q2: 3,466 shares; 2026Q3: 146,289 shares 146,289 $8.95M 0.09% +142,823 Timeline FSEP 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; 2024Q4: 19,688 shares; 2025Q1: not reported; 2025Q2: 45,616 shares; 2025Q3: 144,667 shares; 2025Q4: 143,123 shares; 2026Q1: 145,836 shares; 2026Q2: not reported; 2026Q3: 156,623 shares 156,623 $8.95M 0.09% 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; 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; 2026Q3: 85,466 shares 85,466 $8.89M 0.09% +9,744 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; 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; 2026Q3: 151,936 shares 151,936 $8.8M 0.09% -7,491 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; 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; 2026Q3: 194,951 shares 194,951 $8.79M 0.09% -484 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; 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; 2026Q3: 53,931 shares 53,931 $8.79M 0.09% +3,353 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; 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; 2026Q3: 71,176 shares 71,176 $8.76M 0.09% -1,580 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,163 shares 21,163 $8.75M 0.09% +7,722 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; 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; 2026Q3: 172,631 shares 172,631 $8.7M 0.08% +47,798 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 244,106 shares 244,106 $8.69M 0.08% new 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; 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; 2026Q3: 38,262 shares 38,262 $8.69M 0.08% -448 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; 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; 2026Q3: 219,453 shares 219,453 $8.66M 0.08% +58,473 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,400 shares 31,400 $8.65M 0.08% +10,214 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; 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; 2026Q3: 21,808 shares 21,808 $8.62M 0.08% -2,720 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 208,892 shares 208,892 $8.6M 0.08% +8,737 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; 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; 2026Q3: 86,585 shares 86,585 $8.59M 0.08% +4,498 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; 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; 2026Q3: 38,501 shares 38,501 $8.53M 0.08% +8,496 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; 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; 2026Q3: 339,398 shares 339,398 $8.53M 0.08% +21,017 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,120 shares 46,120 $8.49M 0.08% -17,129 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; 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; 2026Q3: 147,317 shares 147,317 $8.46M 0.08% +6,869 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; 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; 2026Q3: 30,219 shares 30,219 $8.41M 0.08% +3,505 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; 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; 2026Q3: 122,407 shares 122,407 $8.39M 0.08% +2,088 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,157 shares 113,157 $8.34M 0.08% -320 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,157 shares 30,157 $8.28M 0.08% +7,359 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; 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; 2026Q3: 131,958 shares 131,958 $8.28M 0.08% -6,363 Timeline DFAR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 340,160 shares 340,160 $8.22M 0.08% new 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; 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; 2026Q3: 10,883 shares 10,883 $8.21M 0.08% +1,136 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; 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; 2026Q3: 114,419 shares 114,419 $8.19M 0.08% -1,957 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 86,520 shares 86,520 $8.18M 0.08% +862 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; 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; 2026Q3: 195,672 shares 195,672 $8.16M 0.08% -7,732 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,891 shares; 2026Q1: 106,521 shares; 2026Q2: 96,429 shares; 2026Q3: 94,630 shares 94,630 $8.09M 0.08% -1,799 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares; 2026Q2: 4,915 shares; 2026Q3: 8,242 shares 8,242 $8M 0.08% +3,327 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178,176 shares; 2026Q3: 166,323 shares 166,323 $7.96M 0.08% -11,853 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; 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; 2026Q3: 137,342 shares 137,342 $7.94M 0.08% +27,349 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 102,051 shares 102,051 $7.94M 0.08% -1,704 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; 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; 2026Q3: 44,192 shares 44,192 $7.91M 0.08% +7,401 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; 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; 2026Q3: 139,646 shares 139,646 $7.9M 0.08% -330 Timeline PQUS 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 276,564 shares 276,564 $7.89M 0.08% new 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; 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; 2026Q3: 42,648 shares 42,648 $7.86M 0.08% -685 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,868 shares 37,868 $7.85M 0.08% +617 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; 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; 2026Q3: 162,981 shares 162,981 $7.73M 0.08% +16,962 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; 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; 2026Q3: 49,130 shares 49,130 $7.62M 0.07% +2,095 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; 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; 2026Q3: 14,973 shares 14,973 $7.61M 0.07% -99,049 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; 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; 2026Q3: 82,042 shares 82,042 $7.6M 0.07% +9,933 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,996 shares; 2026Q1: 170,983 shares; 2026Q2: 204,064 shares; 2026Q3: 207,761 shares 207,761 $7.57M 0.07% +3,697 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,592 shares 14,592 $7.54M 0.07% -274 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; 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; 2026Q3: 40,796 shares 40,796 $7.53M 0.07% +3,177 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; 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; 2026Q3: 24,141 shares 24,141 $7.49M 0.07% +106 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,726 shares; 2026Q2: 85,001 shares; 2026Q3: 84,226 shares 84,226 $7.48M 0.07% -775 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; 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; 2026Q3: 204,914 shares 204,914 $7.47M 0.07% -5,783 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; 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; 2026Q3: 43,197 shares 43,197 $7.44M 0.07% +1,177 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; 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; 2026Q3: 227,968 shares 227,968 $7.42M 0.07% +13,572 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; 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; 2026Q3: 187,452 shares 187,452 $7.4M 0.07% -9,153 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; 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; 2026Q3: 39,608 shares 39,608 $7.28M 0.07% +2,696 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; 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; 2026Q3: 78,573 shares 78,573 $7.23M 0.07% -10,791 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 87,302 shares 87,302 $7.23M 0.07% +16,665 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; 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; 2026Q3: 192,464 shares 192,464 $7.21M 0.07% +18,990 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; 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; 2026Q3: 106,072 shares 106,072 $7.21M 0.07% +5,111 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 67,759 shares 67,759 $7.19M 0.07% +13,117 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; 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; 2026Q3: 14,861 shares 14,861 $7.18M 0.07% +1,630 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,178 shares; 2025Q1: 58,655 shares; 2025Q2: 94,038 shares; 2025Q3: 76,984 shares; 2025Q4: 71,625 shares; 2026Q1: 392,651 shares; 2026Q2: 34,598 shares; 2026Q3: 372,129 shares 372,129 $7.18M 0.07% +337,531 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; 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; 2026Q3: 133,604 shares 133,604 $7.18M 0.07% -1,120 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; 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; 2026Q3: 47,225 shares 47,225 $7.18M 0.07% +11,225 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,867 shares; 2025Q1: 15,797 shares; 2025Q2: 17,066 shares; 2025Q3: 16,049 shares; 2025Q4: 14,516 shares; 2026Q1: 8,154 shares; 2026Q2: 8,734 shares; 2026Q3: 24,935 shares 24,935 $7.12M 0.07% +16,201 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; 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; 2026Q3: 15,630 shares 15,630 $7.1M 0.07% -1,695 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 43,267 shares 43,267 $7.1M 0.07% +11,181 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; 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; 2026Q3: 29,097 shares 29,097 $7.02M 0.07% +11,078 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; 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; 2026Q3: 31,370 shares 31,370 $6.98M 0.07% +1,024 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,155 shares; 2026Q2: 65,020 shares; 2026Q3: 74,251 shares 74,251 $6.95M 0.07% +9,231 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; 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; 2026Q3: 71,797 shares 71,797 $6.85M 0.07% +4,348 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; 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; 2026Q3: 33,380 shares 33,380 $6.81M 0.07% +2,197 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 145,029 shares 145,029 $6.75M 0.07% +762 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 42,431 shares 42,431 $6.74M 0.07% -6,427 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 99,848 shares 99,848 $6.73M 0.07% +11,135 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; 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; 2026Q3: 26,098 shares 26,098 $6.71M 0.07% +6,777 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; 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; 2026Q3: 34,144 shares 34,144 $6.68M 0.07% +291 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; 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; 2026Q3: 55,709 shares 55,709 $6.66M 0.06% -1,000 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; 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; 2026Q3: 58,367 shares 58,367 $6.65M 0.06% +1,637 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; 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; 2026Q3: 147,457 shares 147,457 $6.63M 0.06% +8,548 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 67,176 shares 67,176 $6.62M 0.06% +9,103 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,732 shares; 2025Q4: not reported; 2026Q1: 1,497 shares; 2026Q2: 4,535 shares; 2026Q3: 22,677 shares 22,677 $6.57M 0.06% +18,142 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; 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; 2026Q3: 83,557 shares 83,557 $6.54M 0.06% +9,770 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; 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; 2026Q3: 76,122 shares 76,122 $6.52M 0.06% +423 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; 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; 2026Q3: 40,475 shares 40,475 $6.52M 0.06% -257 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; 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; 2026Q3: 132,225 shares 132,225 $6.51M 0.06% +28,322 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 102,888 shares 102,888 $6.5M 0.06% new 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; 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; 2026Q3: 97,227 shares 97,227 $6.5M 0.06% -33,637 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 58,699 shares 58,699 $6.48M 0.06% +19,386 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; 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; 2026Q3: 127,941 shares 127,941 $6.39M 0.06% +9,839 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,350 shares; 2026Q3: 30,251 shares 30,251 $6.38M 0.06% +4,901 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; 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; 2026Q3: 30,225 shares 30,225 $6.38M 0.06% +1,766 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; 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; 2026Q3: 46,283 shares 46,283 $6.38M 0.06% +12,782 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 55,907 shares 55,907 $6.34M 0.06% +14,002 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,570 shares 3,570 $6.21M 0.06% -272 Timeline ACYN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 294,013 shares 294,013 $6.13M 0.06% new 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; 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; 2026Q3: 64,434 shares 64,434 $6.07M 0.06% +4,242 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 287,006 shares 287,006 $6.07M 0.06% -1,547 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; 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; 2026Q3: 79,870 shares 79,870 $6.06M 0.06% +12,625 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,227 shares; 2026Q2: 130,306 shares; 2026Q3: 145,631 shares 145,631 $6.05M 0.06% +15,325 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,758 shares 32,758 $6.03M 0.06% new 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; 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; 2026Q3: 36,093 shares 36,093 $6.03M 0.06% -12,908 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,924 shares; 2026Q1: 99,386 shares; 2026Q2: 93,823 shares; 2026Q3: 98,329 shares 98,329 $5.97M 0.06% +4,506 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; 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; 2026Q3: 75,731 shares 75,731 $5.94M 0.06% -37,693 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; 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; 2026Q3: 156,371 shares 156,371 $5.93M 0.06% +1,390 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 143,750 shares 143,750 $5.93M 0.06% +38,095 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,999 shares 44,999 $5.91M 0.06% +1,601 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; 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; 2026Q3: 189,596 shares 189,596 $5.89M 0.06% +11,040 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; 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; 2026Q3: 25,696 shares 25,696 $5.86M 0.06% +4,916 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,470 shares 13,470 $5.86M 0.06% +3,022 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,550 shares; 2025Q1: 9,449 shares; 2025Q2: 9,939 shares; 2025Q3: 7,891 shares; 2025Q4: 7,475 shares; 2026Q1: 8,802 shares; 2026Q2: 6,658 shares; 2026Q3: 12,015 shares 12,015 $5.86M 0.06% +5,357 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,600 shares 16,600 $5.84M 0.06% +1,565 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,678 shares; 2026Q2: 64,228 shares; 2026Q3: 64,828 shares 64,828 $5.8M 0.06% +600 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; 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; 2026Q3: 27,378 shares 27,378 $5.75M 0.06% +3,336 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; 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; 2026Q3: 35,053 shares 35,053 $5.74M 0.06% -1,964 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,393 shares; 2025Q1: 6,157 shares; 2025Q2: 13,242 shares; 2025Q3: 16,249 shares; 2025Q4: 15,483 shares; 2026Q1: 16,673 shares; 2026Q2: 9,993 shares; 2026Q3: 16,870 shares 16,870 $5.73M 0.06% +6,877 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,093 shares; 2025Q1: 20,201 shares; 2025Q2: 20,017 shares; 2025Q3: 18,973 shares; 2025Q4: 18,004 shares; 2026Q1: 15,526 shares; 2026Q2: 12,278 shares; 2026Q3: 20,833 shares 20,833 $5.7M 0.06% +8,555 Timeline ACYS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 276,076 shares 276,076 $5.68M 0.06% new 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; 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; 2026Q3: 21,094 shares 21,094 $5.67M 0.06% -1,742 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,682 shares; 2025Q1: 26,369 shares; 2025Q2: 50,449 shares; 2025Q3: 47,881 shares; 2025Q4: 61,823 shares; 2026Q1: 53,418 shares; 2026Q2: 36,511 shares; 2026Q3: 61,564 shares 61,564 $5.66M 0.06% +25,053 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 82,669 shares 82,669 $5.61M 0.05% +28,265 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 54,363 shares 54,363 $5.6M 0.05% +2,413 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 112,886 shares 112,886 $5.59M 0.05% -7,260 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; 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; 2026Q3: 65,086 shares 65,086 $5.56M 0.05% -9,100 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,383 shares; 2025Q1: 8,511 shares; 2025Q2: 6,940 shares; 2025Q3: 7,429 shares; 2025Q4: 8,558 shares; 2026Q1: 13,761 shares; 2026Q2: 18,482 shares; 2026Q3: 53,842 shares 53,842 $5.55M 0.05% +35,360 Timeline SPLS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100,786 shares 100,786 $5.55M 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,866 shares 56,866 $5.54M 0.05% -2,668 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 33,312 shares 33,312 $5.54M 0.05% +4,834 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; 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; 2026Q3: 159,650 shares 159,650 $5.51M 0.05% +1,084 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,977 shares; 2026Q2: 40,919 shares; 2026Q3: 48,792 shares 48,792 $5.48M 0.05% +7,873 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,462 shares 103,462 $5.45M 0.05% +90 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; 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; 2026Q3: 134,316 shares 134,316 $5.44M 0.05% +7,779 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; 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; 2026Q3: 607,322 shares 607,322 $5.4M 0.05% -1,380 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; 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; 2026Q3: 23,694 shares 23,694 $5.36M 0.05% -2,032 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; 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; 2026Q3: 16,549 shares 16,549 $5.35M 0.05% +5,496 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; 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; 2026Q3: 118,655 shares 118,655 $5.35M 0.05% -496 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,353 shares 15,353 $5.33M 0.05% -383 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,337 shares 53,337 $5.28M 0.05% +1,662 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,271 shares; 2025Q1: 30,799 shares; 2025Q2: 29,365 shares; 2025Q3: 30,306 shares; 2025Q4: 22,538 shares; 2026Q1: 21,248 shares; 2026Q2: 19,178 shares; 2026Q3: 25,276 shares 25,276 $5.27M 0.05% +6,098 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; 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; 2026Q3: 77,998 shares 77,998 $5.27M 0.05% +9,284 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; 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; 2026Q3: 148,258 shares 148,258 $5.23M 0.05% +5,712 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,367 shares 96,367 $5.2M 0.05% -3,045 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,267 shares 47,267 $5.2M 0.05% +252 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,091 shares 32,091 $5.16M 0.05% -679 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; 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; 2026Q3: 31,483 shares 31,483 $5.13M 0.05% +4,186 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; 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; 2026Q3: 4,119 shares 4,119 $5.13M 0.05% +206 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,095 shares; 2025Q1: 65,343 shares; 2025Q2: 60,597 shares; 2025Q3: 54,675 shares; 2025Q4: 51,909 shares; 2026Q1: 32,731 shares; 2026Q2: 35,151 shares; 2026Q3: 68,798 shares 68,798 $5.12M 0.05% +33,647 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; 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; 2026Q3: 74,428 shares 74,428 $5.1M 0.05% +9,291 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 108,584 shares 108,584 $5.09M 0.05% -1,522 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; 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; 2026Q3: 262,703 shares 262,703 $5.08M 0.05% +16,658 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; 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; 2026Q3: 81,277 shares 81,277 $5.07M 0.05% +1,993 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; 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; 2026Q3: 168,832 shares 168,832 $5.06M 0.05% -18,699 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; 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; 2026Q3: 219,426 shares 219,426 $5.06M 0.05% -16,712 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,507 shares 47,507 $5.06M 0.05% +2,298 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; 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; 2026Q3: 3,054 shares 3,054 $5.05M 0.05% -74 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,450 shares; 2025Q1: 73,186 shares; 2025Q2: 79,845 shares; 2025Q3: 53,016 shares; 2025Q4: 51,308 shares; 2026Q1: 42,316 shares; 2026Q2: 21,016 shares; 2026Q3: 27,459 shares 27,459 $5.04M 0.05% +6,443 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; 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; 2026Q3: 61,399 shares 61,399 $5.01M 0.05% +1,974 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; 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; 2026Q3: 212,586 shares 212,586 $5M 0.05% +16,037 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 115,000 shares 115,000 $4.98M 0.05% +7,865 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; 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; 2026Q3: 164,014 shares 164,014 $4.98M 0.05% +17,224 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129,739 shares; 2026Q3: 132,262 shares 132,262 $4.98M 0.05% +2,523 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 52,284 shares 52,284 $4.97M 0.05% -1,435 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,599 shares; 2025Q1: 19,038 shares; 2025Q2: 22,921 shares; 2025Q3: 23,897 shares; 2025Q4: 21,971 shares; 2026Q1: 24,683 shares; 2026Q2: 24,612 shares; 2026Q3: 38,349 shares 38,349 $4.97M 0.05% +13,737 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; 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; 2026Q3: 121,609 shares 121,609 $4.95M 0.05% +285 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,253 shares; 2025Q1: 23,601 shares; 2025Q2: 21,156 shares; 2025Q3: 17,624 shares; 2025Q4: 17,704 shares; 2026Q1: 18,413 shares; 2026Q2: 19,061 shares; 2026Q3: 19,285 shares 19,285 $4.92M 0.05% +224 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; 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; 2026Q3: 190,050 shares 190,050 $4.91M 0.05% +16,309 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; 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; 2026Q3: 42,261 shares 42,261 $4.9M 0.05% +8,546 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,926 shares 14,926 $4.89M 0.05% +2,166 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; 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; 2026Q3: 89,027 shares 89,027 $4.88M 0.05% +16,513 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,809 shares; 2025Q1: 92,984 shares; 2025Q2: 100,840 shares; 2025Q3: 88,694 shares; 2025Q4: 64,518 shares; 2026Q1: 62,275 shares; 2026Q2: 41,255 shares; 2026Q3: 69,572 shares 69,572 $4.86M 0.05% +28,317 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; 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; 2026Q3: 7,997 shares 7,997 $4.85M 0.05% -2,549 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 104,344 shares 104,344 $4.85M 0.05% +1,235 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,599 shares 17,599 $4.82M 0.05% +2,253 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; 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; 2026Q3: 102,038 shares 102,038 $4.81M 0.05% -2,315 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; 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; 2026Q3: 20,316 shares 20,316 $4.79M 0.05% +6,499 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; 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; 2026Q3: 102,544 shares 102,544 $4.78M 0.05% -1,970 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; 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; 2026Q3: 200,316 shares 200,316 $4.78M 0.05% +57,295 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,944 shares 34,944 $4.75M 0.05% -13,448 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,507 shares; 2025Q1: 25,258 shares; 2025Q2: 36,007 shares; 2025Q3: 19,040 shares; 2025Q4: 22,029 shares; 2026Q1: 27,257 shares; 2026Q2: 41,324 shares; 2026Q3: 58,364 shares 58,364 $4.74M 0.05% +17,040 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,520 shares; 2025Q1: 6,523 shares; 2025Q2: 10,030 shares; 2025Q3: 7,975 shares; 2025Q4: 3,905 shares; 2026Q1: 6,595 shares; 2026Q2: 10,377 shares; 2026Q3: 16,012 shares 16,012 $4.68M 0.05% +5,635 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; 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; 2026Q3: 9,190 shares 9,190 $4.68M 0.05% +1,842 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; 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; 2026Q3: 17,200 shares 17,200 $4.68M 0.05% -29 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,719 shares 16,719 $4.65M 0.05% -35,901 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; 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; 2026Q3: 99,953 shares 99,953 $4.63M 0.05% +2,187 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,728 shares; 2025Q1: 2,260 shares; 2025Q2: 1,596 shares; 2025Q3: 1,557 shares; 2025Q4: 15,873 shares; 2026Q1: 16,681 shares; 2026Q2: 17,514 shares; 2026Q3: 21,877 shares 21,877 $4.61M 0.04% +4,363 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; 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; 2026Q3: 14,378 shares 14,378 $4.57M 0.04% -4,937 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; 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; 2026Q3: 71,898 shares 71,898 $4.57M 0.04% -24,868 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 28,985 shares 28,985 $4.57M 0.04% +6,278 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,419 shares; 2025Q1: 66,399 shares; 2025Q2: 25,414 shares; 2025Q3: 11,792 shares; 2025Q4: 23,238 shares; 2026Q1: 23,078 shares; 2026Q2: 38,968 shares; 2026Q3: 72,336 shares 72,336 $4.57M 0.04% +33,368 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 108,599 shares 108,599 $4.55M 0.04% new 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; 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; 2026Q3: 20,308 shares 20,308 $4.52M 0.04% +4,917 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; 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; 2026Q3: 14,288 shares 14,288 $4.52M 0.04% -113 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,685 shares; 2025Q1: 44,306 shares; 2025Q2: 75,452 shares; 2025Q3: 143,508 shares; 2025Q4: 151,479 shares; 2026Q1: 2,714 shares; 2026Q2: 6,467 shares; 2026Q3: 11,785 shares 11,785 $4.5M 0.04% +5,318 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,023 shares 18,023 $4.47M 0.04% -23,005 Timeline IBTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,309 shares; 2026Q3: 190,486 shares 190,486 $4.46M 0.04% +126,177 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; 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; 2026Q3: 92,744 shares 92,744 $4.45M 0.04% +4,154 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; 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; 2026Q3: 180,298 shares 180,298 $4.44M 0.04% +15,361 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,165 shares; 2025Q1: 16,760 shares; 2025Q2: 17,829 shares; 2025Q3: 16,781 shares; 2025Q4: 13,606 shares; 2026Q1: 12,121 shares; 2026Q2: 52,950 shares; 2026Q3: 57,609 shares 57,609 $4.44M 0.04% +4,659 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,914 shares; 2025Q1: 49,565 shares; 2025Q2: 52,724 shares; 2025Q3: 59,476 shares; 2025Q4: 112,671 shares; 2026Q1: 86,733 shares; 2026Q2: 82,603 shares; 2026Q3: 93,450 shares 93,450 $4.42M 0.04% +10,847 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; 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; 2026Q3: 13,342 shares 13,342 $4.41M 0.04% +533 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 89,478 shares 89,478 $4.36M 0.04% -12,103 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 49,236 shares 49,236 $4.36M 0.04% +3,811 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; 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; 2026Q3: 172,575 shares 172,575 $4.35M 0.04% +31,771 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; 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; 2026Q3: 91,939 shares 91,939 $4.31M 0.04% +8,078 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 55,470 shares 55,470 $4.31M 0.04% +1,566 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,103 shares; 2025Q1: 38,762 shares; 2025Q2: 32,170 shares; 2025Q3: 33,315 shares; 2025Q4: 31,298 shares; 2026Q1: 28,327 shares; 2026Q2: 31,425 shares; 2026Q3: 67,057 shares 67,057 $4.28M 0.04% +35,632 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,668 shares; 2025Q1: 7,240 shares; 2025Q2: 6,769 shares; 2025Q3: 7,656 shares; 2025Q4: 7,244 shares; 2026Q1: 6,870 shares; 2026Q2: 9,238 shares; 2026Q3: 11,411 shares 11,411 $4.23M 0.04% +2,173 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; 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; 2026Q3: 124,407 shares 124,407 $4.22M 0.04% +3,508 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; 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; 2026Q3: 218,730 shares 218,730 $4.2M 0.04% -4,445 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,786 shares; 2025Q1: 21,497 shares; 2025Q2: 24,391 shares; 2025Q3: 25,675 shares; 2025Q4: 131,754 shares; 2026Q1: 166,393 shares; 2026Q2: 102,153 shares; 2026Q3: 156,155 shares 156,155 $4.2M 0.04% +54,002 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; 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; 2026Q3: 69,319 shares 69,319 $4.2M 0.04% -170 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,962 shares; 2025Q1: 26,462 shares; 2025Q2: 35,649 shares; 2025Q3: 26,268 shares; 2025Q4: 30,597 shares; 2026Q1: 24,435 shares; 2026Q2: 14,417 shares; 2026Q3: 29,267 shares 29,267 $4.19M 0.04% +14,850 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; 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; 2026Q3: 192,072 shares 192,072 $4.18M 0.04% -66,291 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,048 shares; 2025Q1: 40,315 shares; 2025Q2: 39,307 shares; 2025Q3: 40,138 shares; 2025Q4: 39,548 shares; 2026Q1: 39,457 shares; 2026Q2: 39,169 shares; 2026Q3: 40,712 shares 40,712 $4.18M 0.04% +1,543 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; 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; 2026Q3: 98,040 shares 98,040 $4.17M 0.04% -4,424 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; 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; 2026Q3: 14,265 shares 14,265 $4.17M 0.04% -483 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,064 shares; 2025Q1: 3,533 shares; 2025Q2: 4,051 shares; 2025Q3: 4,903 shares; 2025Q4: 6,996 shares; 2026Q1: 8,698 shares; 2026Q2: 6,632 shares; 2026Q3: 7,625 shares 7,625 $4.16M 0.04% +993 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,842 shares; 2025Q1: 120,137 shares; 2025Q2: 115,102 shares; 2025Q3: 112,463 shares; 2025Q4: 119,401 shares; 2026Q1: 121,103 shares; 2026Q2: 105,888 shares; 2026Q3: 127,945 shares 127,945 $4.16M 0.04% +22,057 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,075 shares; 2025Q1: 7,758 shares; 2025Q2: 8,179 shares; 2025Q3: 5,490 shares; 2025Q4: 4,719 shares; 2026Q1: 2,465 shares; 2026Q2: 2,232 shares; 2026Q3: 4,076 shares 4,076 $4.12M 0.04% +1,844 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,443 shares; 2025Q1: 7,604 shares; 2025Q2: 9,633 shares; 2025Q3: 7,384 shares; 2025Q4: 48,824 shares; 2026Q1: 73,952 shares; 2026Q2: 78,406 shares; 2026Q3: 92,564 shares 92,564 $4.12M 0.04% +14,158 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; 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; 2026Q3: 77,499 shares 77,499 $4.1M 0.04% +2,824 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; 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; 2026Q3: 39,672 shares 39,672 $4.1M 0.04% -703 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; 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; 2026Q3: 36,284 shares 36,284 $4.09M 0.04% -1,109 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; 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; 2026Q3: 17,207 shares 17,207 $4.09M 0.04% +1,065 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; 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; 2026Q3: 107,691 shares 107,691 $4.08M 0.04% +881 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; 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; 2026Q3: 84,158 shares 84,158 $4.08M 0.04% +3,670 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; 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; 2026Q3: 198,353 shares 198,353 $4.05M 0.04% -29,423 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; 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; 2026Q3: 188,931 shares 188,931 $4.05M 0.04% +20,919 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; 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; 2026Q3: 45,110 shares 45,110 $4.04M 0.04% +1,110 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; 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; 2026Q3: 4,035 shares 4,035 $4.04M 0.04% -896 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; 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; 2026Q3: 14,283 shares 14,283 $4.03M 0.04% -578 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; 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; 2026Q3: 81,915 shares 81,915 $4.03M 0.04% -735 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,545 shares; 2025Q1: 77,956 shares; 2025Q2: 78,827 shares; 2025Q3: 77,617 shares; 2025Q4: 74,506 shares; 2026Q1: 77,703 shares; 2026Q2: 94,116 shares; 2026Q3: 96,738 shares 96,738 $4.02M 0.04% +2,622 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,166 shares 26,166 $4.01M 0.04% -308 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; 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; 2026Q3: 56,914 shares 56,914 $4.01M 0.04% +1,479 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 95,151 shares 95,151 $3.99M 0.04% -1,057 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; 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; 2026Q3: 20,633 shares 20,633 $3.99M 0.04% -371 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; 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; 2026Q3: 10,352 shares 10,352 $3.95M 0.04% -335 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,857 shares; 2025Q1: 34,830 shares; 2025Q2: 39,139 shares; 2025Q3: 38,078 shares; 2025Q4: 41,141 shares; 2026Q1: 39,285 shares; 2026Q2: 40,698 shares; 2026Q3: 41,907 shares 41,907 $3.95M 0.04% +1,209 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,767 shares; 2025Q1: 19,831 shares; 2025Q2: 23,185 shares; 2025Q3: 30,455 shares; 2025Q4: 26,693 shares; 2026Q1: 21,530 shares; 2026Q2: 22,825 shares; 2026Q3: 40,523 shares 40,523 $3.95M 0.04% +17,698 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,738 shares; 2025Q1: 40,310 shares; 2025Q2: 47,587 shares; 2025Q3: 30,268 shares; 2025Q4: 25,225 shares; 2026Q1: 17,438 shares; 2026Q2: 14,292 shares; 2026Q3: 16,422 shares 16,422 $3.94M 0.04% +2,130 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 46,152 shares 46,152 $3.94M 0.04% new 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; 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; 2026Q3: 11,877 shares 11,877 $3.92M 0.04% -292 Timeline GBND 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,335 shares; 2026Q3: 81,172 shares 81,172 $3.91M 0.04% +42,837 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,123 shares 24,123 $3.9M 0.04% -1,417 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,795 shares 34,795 $3.9M 0.04% +3,006 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; 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; 2026Q3: 22,742 shares 22,742 $3.89M 0.04% -8,805 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,550 shares 12,550 $3.88M 0.04% -79 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,794 shares; 2025Q1: 19,999 shares; 2025Q2: 20,110 shares; 2025Q3: 17,362 shares; 2025Q4: 16,307 shares; 2026Q1: 14,360 shares; 2026Q2: 12,538 shares; 2026Q3: 12,636 shares 12,636 $3.86M 0.04% +98 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; 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; 2026Q3: 76,070 shares 76,070 $3.86M 0.04% +3,041 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,486 shares; 2025Q1: 44,505 shares; 2025Q2: 28,724 shares; 2025Q3: 25,774 shares; 2025Q4: 24,623 shares; 2026Q1: 15,010 shares; 2026Q2: 19,314 shares; 2026Q3: 29,657 shares 29,657 $3.86M 0.04% +10,343 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; 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; 2026Q3: 119,695 shares 119,695 $3.86M 0.04% -4,488 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,516 shares; 2025Q1: 16,484 shares; 2025Q2: 19,160 shares; 2025Q3: 18,337 shares; 2025Q4: 16,740 shares; 2026Q1: 8,074 shares; 2026Q2: 8,701 shares; 2026Q3: 12,833 shares 12,833 $3.85M 0.04% +4,132 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,094 shares; 2026Q2: 45,020 shares; 2026Q3: 40,672 shares 40,672 $3.85M 0.04% -4,348 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; 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; 2026Q3: 12,009 shares 12,009 $3.85M 0.04% +922 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; 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; 2026Q3: 38,745 shares 38,745 $3.85M 0.04% -1,657 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; 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; 2026Q3: 29,921 shares 29,921 $3.84M 0.04% -329 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; 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; 2026Q3: 51,966 shares 51,966 $3.83M 0.04% +1,552 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,578 shares; 2026Q3: 25,357 shares 25,357 $3.83M 0.04% +7,779 Timeline