IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,590,490 shares; 2023Q4: 1,659,874 shares; 2024Q1: 1,691,770 shares; 2024Q2: 1,792,803 shares; 2024Q3: 1,778,905 shares; 2024Q4: 1,791,134 shares; 2025Q1: 1,866,910 shares; 2025Q2: 1,842,537 shares 1,842,537 $1.14B 6.29% -24,373 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,661,133 shares; 2023Q4: 10,705,093 shares; 2024Q1: 10,765,467 shares; 2024Q2: 10,646,248 shares; 2024Q3: 10,420,187 shares; 2024Q4: 10,380,321 shares; 2025Q1: 10,388,329 shares; 2025Q2: 10,133,619 shares 10,133,619 $1.11B 6.08% -254,710 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,380,376 shares; 2023Q4: 3,514,713 shares; 2024Q1: 3,588,772 shares; 2024Q2: 4,352,862 shares; 2024Q3: 8,730,327 shares; 2024Q4: 8,993,758 shares; 2025Q1: 9,233,202 shares; 2025Q2: 9,265,056 shares 9,265,056 $919M 5.05% +31,854 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; 2023Q3: 7,458,984 shares; 2023Q4: 7,475,699 shares; 2024Q1: 7,775,195 shares; 2024Q2: 8,271,469 shares; 2024Q3: 8,502,456 shares; 2024Q4: 26,003,626 shares; 2025Q1: 27,640,926 shares; 2025Q2: 28,436,927 shares 28,436,927 $754M 4.14% +796,001 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; 2023Q3: 2,054,484 shares; 2023Q4: 2,148,725 shares; 2024Q1: 2,271,534 shares; 2024Q2: 2,683,086 shares; 2024Q3: 2,910,271 shares; 2024Q4: 3,147,762 shares; 2025Q1: 3,302,372 shares; 2025Q2: 3,301,015 shares 3,301,015 $583M 3.21% -1,357 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,567,758 shares; 2023Q4: 3,755,834 shares; 2024Q1: 5,509,677 shares; 2024Q2: 6,090,342 shares; 2024Q3: 6,152,184 shares; 2024Q4: 6,343,059 shares; 2025Q1: 6,590,968 shares; 2025Q2: 6,585,558 shares 6,585,558 $550M 3.02% -5,410 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; 2023Q3: 242,461 shares; 2023Q4: 262,337 shares; 2024Q1: 334,939 shares; 2024Q2: 501,071 shares; 2024Q3: 571,195 shares; 2024Q4: 606,677 shares; 2025Q1: 673,533 shares; 2025Q2: 676,316 shares 676,316 $296M 1.63% +2,783 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 119,698 shares; 2023Q4: 120,977 shares; 2024Q1: 105,936 shares; 2024Q2: 1,532,798 shares; 2024Q3: 1,586,698 shares; 2024Q4: 1,628,347 shares; 2025Q1: 1,762,336 shares; 2025Q2: 1,862,277 shares 1,862,277 $294M 1.62% +99,941 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 305,316 shares; 2023Q4: 341,158 shares; 2024Q1: 354,193 shares; 2024Q2: 367,132 shares; 2024Q3: 380,462 shares; 2024Q4: 401,704 shares; 2025Q1: 469,678 shares; 2025Q2: 489,209 shares 489,209 $270M 1.48% +19,531 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; 2023Q3: 251,157 shares; 2023Q4: 295,486 shares; 2024Q1: 327,058 shares; 2024Q2: 362,425 shares; 2024Q3: 364,233 shares; 2024Q4: 374,111 shares; 2025Q1: 411,385 shares; 2025Q2: 433,504 shares 433,504 $268M 1.47% +22,119 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 241,254 shares; 2023Q4: 266,733 shares; 2024Q1: 286,682 shares; 2024Q2: 437,476 shares; 2024Q3: 438,552 shares; 2024Q4: 464,370 shares; 2025Q1: 488,748 shares; 2025Q2: 519,005 shares 519,005 $258M 1.42% +30,257 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 874,520 shares; 2023Q4: 833,640 shares; 2024Q1: 850,135 shares; 2024Q2: 1,104,995 shares; 2024Q3: 1,113,641 shares; 2024Q4: 1,200,955 shares; 2025Q1: 1,252,066 shares; 2025Q2: 1,239,536 shares 1,239,536 $254M 1.4% -12,530 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 937,551 shares; 2023Q4: 874,194 shares; 2024Q1: 826,965 shares; 2024Q2: 853,139 shares; 2024Q3: 846,177 shares; 2024Q4: 866,569 shares; 2025Q1: 900,068 shares; 2025Q2: 916,552 shares 916,552 $198M 1.09% +16,484 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; 2023Q3: 340,587 shares; 2023Q4: 381,613 shares; 2024Q1: 403,246 shares; 2024Q2: 610,087 shares; 2024Q3: 666,677 shares; 2024Q4: 689,633 shares; 2025Q1: 730,441 shares; 2025Q2: 771,600 shares 771,600 $169M 0.93% +41,159 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; 2023Q3: 293,102 shares; 2023Q4: 377,630 shares; 2024Q1: 485,942 shares; 2024Q2: 765,244 shares; 2024Q3: 843,539 shares; 2024Q4: 4,132,097 shares; 2025Q1: 5,048,098 shares; 2025Q2: 5,466,642 shares 5,466,642 $160M 0.88% +418,544 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 56,987 shares; 2023Q4: 64,083 shares; 2024Q1: 138,084 shares; 2024Q2: 208,381 shares; 2024Q3: 223,419 shares; 2024Q4: 263,344 shares; 2025Q1: 295,588 shares; 2025Q2: 305,748 shares 305,748 $130M 0.71% +10,160 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,572,372 shares; 2023Q4: 1,463,488 shares; 2024Q1: 1,459,280 shares; 2024Q2: 1,906,170 shares; 2024Q3: 1,876,734 shares; 2024Q4: 2,160,932 shares; 2025Q1: 2,044,484 shares; 2025Q2: 2,145,093 shares 2,145,093 $129M 0.71% +100,609 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 114,622 shares; 2023Q4: 94,867 shares; 2024Q1: 154,926 shares; 2024Q2: 416,871 shares; 2024Q3: 457,820 shares; 2024Q4: 468,838 shares; 2025Q1: 542,286 shares; 2025Q2: 560,577 shares 560,577 $110M 0.6% +18,291 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; 2023Q3: 87,006 shares; 2023Q4: 24,124 shares; 2024Q1: 14,985 shares; 2024Q2: 149,462 shares; 2024Q3: 3,645,792 shares; 2024Q4: 3,805,778 shares; 2025Q1: 4,011,892 shares; 2025Q2: 4,113,903 shares 4,113,903 $109M 0.6% +102,011 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; 2023Q3: 120,061 shares; 2023Q4: 124,246 shares; 2024Q1: 120,507 shares; 2024Q2: 173,053 shares; 2024Q3: 179,025 shares; 2024Q4: 182,907 shares; 2025Q1: 186,945 shares; 2025Q2: 191,870 shares 191,870 $109M 0.6% +4,925 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 510,176 shares; 2023Q4: 724,681 shares; 2024Q1: 1,184,871 shares; 2024Q2: 1,682,473 shares; 2024Q3: 2,494,334 shares; 2024Q4: 2,633,540 shares; 2025Q1: 2,523,632 shares; 2025Q2: 1,932,701 shares 1,932,701 $106M 0.59% -590,931 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 702,687 shares; 2023Q4: 699,676 shares; 2024Q1: 708,800 shares; 2024Q2: 896,870 shares; 2024Q3: 904,356 shares; 2024Q4: 908,657 shares; 2025Q1: 924,395 shares; 2025Q2: 974,377 shares 974,377 $106M 0.59% +49,982 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 379,080 shares; 2023Q4: 346,111 shares; 2024Q1: 551,873 shares; 2024Q2: 806,658 shares; 2024Q3: 795,928 shares; 2024Q4: 902,386 shares; 2025Q1: 986,934 shares; 2025Q2: 958,227 shares 958,227 $106M 0.58% -28,707 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; 2023Q3: 136,549 shares; 2023Q4: 150,710 shares; 2024Q1: 159,343 shares; 2024Q2: 168,733 shares; 2024Q3: 163,680 shares; 2024Q4: 180,607 shares; 2025Q1: 202,512 shares; 2025Q2: 214,602 shares 214,602 $104M 0.57% +12,090 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 718,230 shares; 2023Q4: 854,539 shares; 2024Q1: 966,004 shares; 2024Q2: 930,316 shares; 2024Q3: 978,866 shares; 2024Q4: 1,160,561 shares; 2025Q1: 1,079,513 shares; 2025Q2: 943,092 shares 943,092 $98.5M 0.54% -136,421 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,174,628 shares; 2023Q4: 1,160,991 shares; 2024Q1: 1,043,472 shares; 2024Q2: 1,031,580 shares; 2024Q3: 996,134 shares; 2024Q4: 1,013,433 shares; 2025Q1: 1,016,849 shares; 2025Q2: 1,054,593 shares 1,054,593 $97M 0.53% +37,744 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; 2023Q3: 188,781 shares; 2023Q4: 193,746 shares; 2024Q1: 195,655 shares; 2024Q2: 307,348 shares; 2024Q3: 313,730 shares; 2024Q4: 320,959 shares; 2025Q1: 323,350 shares; 2025Q2: 328,596 shares 328,596 $95.3M 0.52% +5,246 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; 2023Q3: 38,376 shares; 2023Q4: 41,748 shares; 2024Q1: 47,331 shares; 2024Q2: 94,871 shares; 2024Q3: 106,885 shares; 2024Q4: 115,260 shares; 2025Q1: 120,899 shares; 2025Q2: 128,906 shares 128,906 $95.1M 0.52% +8,007 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; 2023Q3: 204,964 shares; 2023Q4: 241,306 shares; 2024Q1: 257,119 shares; 2024Q2: 224,822 shares; 2024Q3: 236,565 shares; 2024Q4: 257,823 shares; 2025Q1: 267,423 shares; 2025Q2: 282,434 shares 282,434 $85.8M 0.47% +15,011 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; 2023Q3: 735,120 shares; 2023Q4: 742,694 shares; 2024Q1: 752,822 shares; 2024Q2: 794,244 shares; 2024Q3: 817,104 shares; 2024Q4: 834,703 shares; 2025Q1: 914,342 shares; 2025Q2: 936,792 shares 936,792 $83.4M 0.46% +22,450 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 332,744 shares; 2023Q4: 374,334 shares; 2024Q1: 395,025 shares; 2024Q2: 657,055 shares; 2024Q3: 674,050 shares; 2024Q4: 722,481 shares; 2025Q1: 758,146 shares; 2025Q2: 760,847 shares 760,847 $82M 0.45% +2,701 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; 2023Q3: 236,017 shares; 2023Q4: 251,116 shares; 2024Q1: 253,843 shares; 2024Q2: 278,639 shares; 2024Q3: 288,192 shares; 2024Q4: 312,886 shares; 2025Q1: 342,042 shares; 2025Q2: 333,977 shares 333,977 $79.1M 0.43% -8,065 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,266 shares; 2023Q4: 12,023 shares; 2024Q1: 13,313 shares; 2024Q2: 23,916 shares; 2024Q3: 240,856 shares; 2024Q4: 256,049 shares; 2025Q1: 260,920 shares; 2025Q2: 284,839 shares 284,839 $78.5M 0.43% +23,919 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 99,970 shares; 2023Q4: 100,434 shares; 2024Q1: 106,711 shares; 2024Q2: 340,988 shares; 2024Q3: 735,646 shares; 2024Q4: 869,839 shares; 2025Q1: 818,048 shares; 2025Q2: 774,216 shares 774,216 $72.6M 0.4% -43,832 Timeline VOOV 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; 2023Q3: 40,975 shares; 2023Q4: 58,549 shares; 2024Q1: 165,069 shares; 2024Q2: 211,264 shares; 2024Q3: 264,891 shares; 2024Q4: 340,777 shares; 2025Q1: 372,911 shares; 2025Q2: 377,023 shares 377,023 $71.1M 0.39% +4,112 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 135,885 shares; 2023Q4: 138,435 shares; 2024Q1: 476,280 shares; 2024Q2: 612,337 shares; 2024Q3: 639,831 shares; 2024Q4: 687,919 shares; 2025Q1: 707,791 shares; 2025Q2: 715,450 shares 715,450 $70M 0.38% +7,659 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 563,064 shares; 2023Q4: 682,364 shares; 2024Q1: 779,442 shares; 2024Q2: 806,414 shares; 2024Q3: 862,307 shares; 2024Q4: 983,014 shares; 2025Q1: 1,192,929 shares; 2025Q2: 1,219,339 shares 1,219,339 $69.3M 0.38% +26,410 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 187,761 shares; 2023Q4: 186,520 shares; 2024Q1: 188,338 shares; 2024Q2: 301,620 shares; 2024Q3: 310,020 shares; 2024Q4: 330,400 shares; 2025Q1: 355,163 shares; 2025Q2: 373,850 shares 373,850 $65.9M 0.36% +18,687 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; 2023Q3: 767,858 shares; 2023Q4: 790,056 shares; 2024Q1: 844,249 shares; 2024Q2: 978,547 shares; 2024Q3: 1,001,678 shares; 2024Q4: 1,033,312 shares; 2025Q1: 1,062,751 shares; 2025Q2: 1,122,532 shares 1,122,532 $64M 0.35% +59,781 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100,742 shares; 2023Q4: 109,065 shares; 2024Q1: 111,353 shares; 2024Q2: 194,866 shares; 2024Q3: 189,330 shares; 2024Q4: 193,530 shares; 2025Q1: 194,818 shares; 2025Q2: 178,702 shares 178,702 $63.4M 0.35% -16,116 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; 2023Q3: 993,879 shares; 2023Q4: 890,230 shares; 2024Q1: 888,619 shares; 2024Q2: 1,009,526 shares; 2024Q3: 708,238 shares; 2024Q4: 699,332 shares; 2025Q1: 893,775 shares; 2025Q2: 1,203,845 shares 1,203,845 $61M 0.34% +310,070 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; 2023Q3: 138,062 shares; 2023Q4: 142,106 shares; 2024Q1: 176,467 shares; 2024Q2: 217,636 shares; 2024Q3: 226,140 shares; 2024Q4: 249,313 shares; 2025Q1: 244,230 shares; 2025Q2: 265,759 shares 265,759 $60.4M 0.33% +21,529 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 221,580 shares; 2023Q4: 252,739 shares; 2024Q1: 250,987 shares; 2024Q2: 308,138 shares; 2024Q3: 288,326 shares; 2024Q4: 308,337 shares; 2025Q1: 329,123 shares; 2025Q2: 332,625 shares 332,625 $59M 0.32% +3,502 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,842 shares; 2023Q4: 94,748 shares; 2024Q1: 95,128 shares; 2024Q2: 127,492 shares; 2024Q3: 144,224 shares; 2024Q4: 144,122 shares; 2025Q1: 165,056 shares; 2025Q2: 183,083 shares 183,083 $58.2M 0.32% +18,027 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 168,560 shares; 2023Q4: 187,788 shares; 2024Q1: 342,524 shares; 2024Q2: 349,195 shares; 2024Q3: 349,973 shares; 2024Q4: 362,009 shares; 2025Q1: 327,183 shares; 2025Q2: 327,678 shares 327,678 $56.8M 0.31% +495 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 13,048 shares; 2024Q1: 88,842 shares; 2024Q2: 100,017 shares; 2024Q3: 127,392 shares; 2024Q4: 143,728 shares; 2025Q1: 969,244 shares; 2025Q2: 1,029,437 shares 1,029,437 $56M 0.31% +60,193 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 135,071 shares; 2023Q4: 165,980 shares; 2024Q1: 227,212 shares; 2024Q2: 259,456 shares; 2024Q3: 237,365 shares; 2024Q4: 238,544 shares; 2025Q1: 230,984 shares; 2025Q2: 226,275 shares 226,275 $55.8M 0.31% -4,709 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,581 shares; 2023Q4: 87,316 shares; 2024Q1: 321,274 shares; 2024Q2: 1,011,655 shares; 2024Q3: 1,513,720 shares; 2024Q4: 1,821,899 shares; 2025Q1: 2,122,497 shares; 2025Q2: 1,888,085 shares 1,888,085 $55.6M 0.31% -234,412 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 41,380 shares; 2024Q1: 283,946 shares; 2024Q2: 796,039 shares; 2024Q3: 968,229 shares; 2024Q4: 1,320,933 shares; 2025Q1: 1,726,716 shares; 2025Q2: 1,773,795 shares 1,773,795 $55M 0.3% +47,079 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; 2023Q3: 111,359 shares; 2023Q4: 142,929 shares; 2024Q1: 166,968 shares; 2024Q2: 241,797 shares; 2024Q3: 235,720 shares; 2024Q4: 294,561 shares; 2025Q1: 324,089 shares; 2025Q2: 398,700 shares 398,700 $54.4M 0.3% +74,611 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 505,029 shares; 2023Q4: 529,502 shares; 2024Q1: 564,086 shares; 2024Q2: 656,389 shares; 2024Q3: 670,404 shares; 2024Q4: 680,651 shares; 2025Q1: 724,381 shares; 2025Q2: 741,134 shares 741,134 $53.9M 0.3% +16,753 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 66,671 shares; 2023Q4: 150,067 shares; 2024Q1: 232,135 shares; 2024Q2: 302,779 shares; 2024Q3: 365,992 shares; 2024Q4: 1,645,580 shares; 2025Q1: 1,758,801 shares; 2025Q2: 1,815,693 shares 1,815,693 $50.2M 0.28% +56,892 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 153,971 shares; 2023Q4: 177,937 shares; 2024Q1: 183,045 shares; 2024Q2: 203,059 shares; 2024Q3: 216,789 shares; 2024Q4: 222,271 shares; 2025Q1: 253,563 shares; 2025Q2: 263,620 shares 263,620 $48.2M 0.26% +10,057 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 600,624 shares; 2023Q4: 598,049 shares; 2024Q1: 832,448 shares; 2024Q2: 914,058 shares; 2024Q3: 1,119,689 shares; 2024Q4: 1,019,408 shares; 2025Q1: 1,035,156 shares; 2025Q2: 1,024,270 shares 1,024,270 $47.4M 0.26% -10,886 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; 2023Q3: 392,622 shares; 2023Q4: 432,579 shares; 2024Q1: 456,920 shares; 2024Q2: 618,421 shares; 2024Q3: 642,639 shares; 2024Q4: 651,200 shares; 2025Q1: 764,916 shares; 2025Q2: 949,158 shares 949,158 $46.9M 0.26% +184,242 Timeline JMUB 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,222 shares; 2024Q2: 25,961 shares; 2024Q3: 31,877 shares; 2024Q4: 31,769 shares; 2025Q1: 35,372 shares; 2025Q2: 897,843 shares 897,843 $44.6M 0.24% +862,471 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; 2023Q3: 109,658 shares; 2023Q4: 132,475 shares; 2024Q1: 133,282 shares; 2024Q2: 128,388 shares; 2024Q3: 110,188 shares; 2024Q4: 108,240 shares; 2025Q1: 239,657 shares; 2025Q2: 244,644 shares 244,644 $44.5M 0.24% +4,987 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 470,709 shares; 2023Q4: 491,179 shares; 2024Q1: 719,473 shares; 2024Q2: 748,943 shares; 2024Q3: 740,537 shares; 2024Q4: 751,603 shares; 2025Q1: 772,734 shares; 2025Q2: 801,110 shares 801,110 $44.3M 0.24% +28,376 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 169,913 shares; 2023Q4: 158,022 shares; 2024Q1: 142,692 shares; 2024Q2: 249,113 shares; 2024Q3: 248,253 shares; 2024Q4: 222,586 shares; 2025Q1: 259,353 shares; 2025Q2: 306,855 shares 306,855 $43.9M 0.24% +47,502 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; 2023Q3: 36,493 shares; 2023Q4: 37,374 shares; 2024Q1: 37,373 shares; 2024Q2: 48,957 shares; 2024Q3: 46,342 shares; 2024Q4: 51,279 shares; 2025Q1: 56,261 shares; 2025Q2: 56,224 shares 56,224 $43.8M 0.24% -37 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 403,053 shares; 2024Q2: 657,430 shares; 2024Q3: 662,031 shares; 2024Q4: 674,452 shares; 2025Q1: 697,754 shares; 2025Q2: 1,506,344 shares 1,506,344 $43.6M 0.24% +808,590 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 294,992 shares; 2023Q4: 332,226 shares; 2024Q1: 398,204 shares; 2024Q2: 460,156 shares; 2024Q3: 500,908 shares; 2024Q4: 540,253 shares; 2025Q1: 546,122 shares; 2025Q2: 541,319 shares 541,319 $43.4M 0.24% -4,803 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,863 shares; 2023Q4: 13,364 shares; 2024Q1: 33,805 shares; 2024Q2: 133,130 shares; 2024Q3: 519,499 shares; 2024Q4: 577,959 shares; 2025Q1: 791,668 shares; 2025Q2: 863,066 shares 863,066 $42.9M 0.24% +71,398 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; 2023Q3: 29,377 shares; 2023Q4: 29,951 shares; 2024Q1: 33,539 shares; 2024Q2: 42,361 shares; 2024Q3: 38,893 shares; 2024Q4: 42,351 shares; 2025Q1: 45,925 shares; 2025Q2: 42,784 shares 42,784 $42.4M 0.23% -3,141 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; 2023Q3: 40,538 shares; 2023Q4: 55,932 shares; 2024Q1: 62,566 shares; 2024Q2: 64,509 shares; 2024Q3: 63,676 shares; 2024Q4: 62,629 shares; 2025Q1: 65,467 shares; 2025Q2: 63,431 shares 63,431 $42.1M 0.23% -2,036 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; 2023Q3: 242,598 shares; 2023Q4: 267,849 shares; 2024Q1: 263,416 shares; 2024Q2: 273,163 shares; 2024Q3: 273,235 shares; 2024Q4: 278,399 shares; 2025Q1: 296,726 shares; 2025Q2: 314,722 shares 314,722 $42M 0.23% +17,996 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 325,403 shares; 2023Q4: 308,339 shares; 2024Q1: 315,748 shares; 2024Q2: 384,722 shares; 2024Q3: 387,712 shares; 2024Q4: 502,088 shares; 2025Q1: 365,309 shares; 2025Q2: 374,190 shares 374,190 $41.9M 0.23% +8,881 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; 2023Q3: 101,000 shares; 2023Q4: 107,596 shares; 2024Q1: 106,914 shares; 2024Q2: 107,215 shares; 2024Q3: 100,535 shares; 2024Q4: 118,201 shares; 2025Q1: 132,758 shares; 2025Q2: 137,441 shares 137,441 $41.9M 0.23% +4,683 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 137,389 shares; 2023Q4: 138,830 shares; 2024Q1: 133,677 shares; 2024Q2: 215,360 shares; 2024Q3: 217,142 shares; 2024Q4: 215,029 shares; 2025Q1: 219,941 shares; 2025Q2: 222,399 shares 222,399 $41.3M 0.23% +2,458 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 258,196 shares; 2023Q4: 290,686 shares; 2024Q1: 327,974 shares; 2024Q2: 361,057 shares; 2024Q3: 381,400 shares; 2024Q4: 418,811 shares; 2025Q1: 455,392 shares; 2025Q2: 487,073 shares 487,073 $40.8M 0.22% +31,681 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 115,532 shares; 2023Q4: 108,259 shares; 2024Q1: 527,411 shares; 2024Q2: 557,512 shares; 2024Q3: 587,384 shares; 2024Q4: 621,087 shares; 2025Q1: 642,433 shares; 2025Q2: 640,753 shares 640,753 $39.7M 0.22% -1,680 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; 2023Q3: 186,038 shares; 2023Q4: 303,858 shares; 2024Q1: 534,390 shares; 2024Q2: 714,843 shares; 2024Q3: 785,385 shares; 2024Q4: 1,754,321 shares; 2025Q1: 1,754,172 shares; 2025Q2: 1,781,173 shares 1,781,173 $39.4M 0.22% +27,001 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 122,440 shares; 2023Q4: 160,002 shares; 2024Q1: 238,628 shares; 2024Q2: 321,502 shares; 2024Q3: 354,110 shares; 2024Q4: 371,439 shares; 2025Q1: 382,953 shares; 2025Q2: 362,722 shares 362,722 $39.1M 0.21% -20,231 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 288,394 shares; 2023Q4: 304,516 shares; 2024Q1: 596,693 shares; 2024Q2: 699,760 shares; 2024Q3: 735,117 shares; 2024Q4: 772,950 shares; 2025Q1: 824,816 shares; 2025Q2: 902,661 shares 902,661 $39M 0.21% +77,845 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; 2023Q3: 238,681 shares; 2023Q4: 334,353 shares; 2024Q1: 381,542 shares; 2024Q2: 442,227 shares; 2024Q3: 521,505 shares; 2024Q4: 647,118 shares; 2025Q1: 719,615 shares; 2025Q2: 838,606 shares 838,606 $38.4M 0.21% +118,991 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 131,521 shares; 2023Q4: 143,635 shares; 2024Q1: 156,811 shares; 2024Q2: 173,352 shares; 2024Q3: 168,944 shares; 2024Q4: 182,821 shares; 2025Q1: 178,179 shares; 2025Q2: 185,215 shares 185,215 $37.9M 0.21% +7,036 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 357,956 shares; 2023Q4: 374,306 shares; 2024Q1: 362,035 shares; 2024Q2: 375,704 shares; 2024Q3: 377,619 shares; 2024Q4: 377,500 shares; 2025Q1: 374,302 shares; 2025Q2: 383,000 shares 383,000 $37.1M 0.2% +8,698 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; 2023Q3: 100,361 shares; 2023Q4: 102,652 shares; 2024Q1: 82,479 shares; 2024Q2: 99,274 shares; 2024Q3: 107,620 shares; 2024Q4: 111,775 shares; 2025Q1: 118,582 shares; 2025Q2: 129,743 shares 129,743 $36.3M 0.2% +11,161 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,911 shares; 2023Q4: 5,643 shares; 2024Q1: 6,508 shares; 2024Q2: 20,218 shares; 2024Q3: 23,933 shares; 2024Q4: 24,102 shares; 2025Q1: 25,287 shares; 2025Q2: 27,030 shares 27,030 $36.2M 0.2% +1,743 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; 2023Q3: 59,065 shares; 2023Q4: 59,504 shares; 2024Q1: 59,899 shares; 2024Q2: 98,589 shares; 2024Q3: 97,853 shares; 2024Q4: 100,052 shares; 2025Q1: 103,504 shares; 2025Q2: 98,439 shares 98,439 $36.1M 0.2% -5,065 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; 2023Q3: 153,687 shares; 2023Q4: 161,786 shares; 2024Q1: 169,251 shares; 2024Q2: 206,291 shares; 2024Q3: 219,100 shares; 2024Q4: 237,872 shares; 2025Q1: 248,379 shares; 2025Q2: 224,479 shares 224,479 $35.8M 0.2% -23,900 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 537,113 shares; 2023Q4: 560,469 shares; 2024Q1: 566,744 shares; 2024Q2: 577,803 shares; 2024Q3: 587,697 shares; 2024Q4: 585,174 shares; 2025Q1: 591,762 shares; 2025Q2: 579,175 shares 579,175 $35.4M 0.19% -12,587 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; 2023Q3: 5,270,469 shares; 2023Q4: 5,172,148 shares; 2024Q1: 5,241,494 shares; 2024Q2: 6,190,247 shares; 2024Q3: 513,459 shares; 2024Q4: 501,755 shares; 2025Q1: 453,068 shares; 2025Q2: 435,969 shares 435,969 $34.3M 0.19% -17,099 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; 2023Q3: 295,795 shares; 2023Q4: 247,020 shares; 2024Q1: 476,820 shares; 2024Q2: 567,723 shares; 2024Q3: 582,302 shares; 2024Q4: 561,782 shares; 2025Q1: 578,290 shares; 2025Q2: 545,836 shares 545,836 $34.2M 0.19% -32,454 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,383 shares; 2023Q4: 47,854 shares; 2024Q1: 65,663 shares; 2024Q2: 91,979 shares; 2024Q3: 98,525 shares; 2024Q4: 103,260 shares; 2025Q1: 109,173 shares; 2025Q2: 114,866 shares 114,866 $33.6M 0.18% +5,693 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 140,703 shares; 2023Q4: 139,786 shares; 2024Q1: 133,300 shares; 2024Q2: 197,065 shares; 2024Q3: 200,135 shares; 2024Q4: 193,801 shares; 2025Q1: 213,330 shares; 2025Q2: 216,409 shares 216,409 $33.1M 0.18% +3,079 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 368,541 shares; 2023Q4: 356,329 shares; 2024Q1: 289,621 shares; 2024Q2: 230,575 shares; 2024Q3: 419,214 shares; 2024Q4: 460,861 shares; 2025Q1: 396,926 shares; 2025Q2: 520,069 shares 520,069 $33M 0.18% +123,143 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; 2023Q3: 53,744 shares; 2023Q4: 60,275 shares; 2024Q1: 68,985 shares; 2024Q2: 133,380 shares; 2024Q3: 141,436 shares; 2024Q4: 135,856 shares; 2025Q1: 143,659 shares; 2025Q2: 145,264 shares 145,264 $32.9M 0.18% +1,605 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; 2023Q3: 513,818 shares; 2023Q4: 514,247 shares; 2024Q1: 524,709 shares; 2024Q2: 651,326 shares; 2024Q3: 661,892 shares; 2024Q4: 677,897 shares; 2025Q1: 705,132 shares; 2025Q2: 751,808 shares 751,808 $32.5M 0.18% +46,676 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 198,392 shares; 2023Q4: 197,427 shares; 2024Q1: 197,416 shares; 2024Q2: 203,094 shares; 2024Q3: 197,883 shares; 2024Q4: 200,126 shares; 2025Q1: 212,302 shares; 2025Q2: 209,690 shares 209,690 $31.5M 0.17% -2,612 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 92,821 shares; 2023Q4: 132,236 shares; 2024Q1: 213,358 shares; 2024Q2: 243,823 shares; 2024Q3: 285,222 shares; 2024Q4: 307,053 shares; 2025Q1: 295,613 shares; 2025Q2: 316,369 shares 316,369 $31.1M 0.17% +20,756 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,409 shares; 2023Q4: 1,742 shares; 2024Q1: 2,460 shares; 2024Q2: 52,282 shares; 2024Q3: 52,259 shares; 2024Q4: 59,950 shares; 2025Q1: 87,573 shares; 2025Q2: 87,409 shares 87,409 $30.7M 0.17% -164 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 346,281 shares; 2024Q2: 438,926 shares; 2024Q3: 481,543 shares; 2024Q4: 525,858 shares; 2025Q1: 572,552 shares; 2025Q2: 562,647 shares 562,647 $30.6M 0.17% -9,905 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; 2023Q3: 85,527 shares; 2023Q4: 281,896 shares; 2024Q1: 121,380 shares; 2024Q2: 322,297 shares; 2024Q3: 289,934 shares; 2024Q4: 336,885 shares; 2025Q1: 370,749 shares; 2025Q2: 332,526 shares 332,526 $30.5M 0.17% -38,223 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,769 shares; 2023Q4: 44,978 shares; 2024Q1: 293,638 shares; 2024Q2: 310,530 shares; 2024Q3: 318,502 shares; 2024Q4: 470,518 shares; 2025Q1: 390,276 shares; 2025Q2: 427,025 shares 427,025 $30.4M 0.17% +36,749 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 286,892 shares; 2023Q4: 262,475 shares; 2024Q1: 269,448 shares; 2024Q2: 294,871 shares; 2024Q3: 297,785 shares; 2024Q4: 305,712 shares; 2025Q1: 311,196 shares; 2025Q2: 317,175 shares 317,175 $30M 0.16% +5,979 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 325,076 shares; 2023Q4: 328,518 shares; 2024Q1: 329,450 shares; 2024Q2: 331,602 shares; 2024Q3: 304,606 shares; 2024Q4: 304,671 shares; 2025Q1: 310,081 shares; 2025Q2: 295,547 shares 295,547 $29.8M 0.16% -14,534 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 107,255 shares; 2023Q4: 183,118 shares; 2024Q1: 333,291 shares; 2024Q2: 413,054 shares; 2024Q3: 677,900 shares; 2024Q4: 876,527 shares; 2025Q1: 975,213 shares; 2025Q2: 746,269 shares 746,269 $29.5M 0.16% -228,944 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; 2023Q3: 52,823 shares; 2023Q4: 120,249 shares; 2024Q1: 155,084 shares; 2024Q2: 172,405 shares; 2024Q3: 199,526 shares; 2024Q4: 214,221 shares; 2025Q1: 262,958 shares; 2025Q2: 317,898 shares 317,898 $29.3M 0.16% +54,940 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; 2023Q3: 313,665 shares; 2023Q4: 339,738 shares; 2024Q1: 243,161 shares; 2024Q2: 386,513 shares; 2024Q3: 404,192 shares; 2024Q4: 395,358 shares; 2025Q1: 415,811 shares; 2025Q2: 420,336 shares 420,336 $29.2M 0.16% +4,525 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 221,215 shares; 2023Q4: 367,209 shares; 2024Q1: 559,531 shares; 2024Q2: 762,386 shares; 2024Q3: 941,226 shares; 2024Q4: 932,123 shares; 2025Q1: 889,492 shares; 2025Q2: 732,111 shares 732,111 $29.1M 0.16% -157,381 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; 2023Q3: 208,193 shares; 2023Q4: 223,758 shares; 2024Q1: 248,660 shares; 2024Q2: 351,976 shares; 2024Q3: 359,773 shares; 2024Q4: 358,434 shares; 2025Q1: 368,004 shares; 2025Q2: 395,006 shares 395,006 $27.9M 0.15% +27,002 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,996 shares; 2023Q4: 37,519 shares; 2024Q1: 56,246 shares; 2024Q2: 98,434 shares; 2024Q3: 102,790 shares; 2024Q4: 106,371 shares; 2025Q1: 119,767 shares; 2025Q2: 126,825 shares 126,825 $27.7M 0.15% +7,058 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 439,190 shares; 2023Q4: 480,751 shares; 2024Q1: 526,146 shares; 2024Q2: 580,371 shares; 2024Q3: 615,810 shares; 2024Q4: 688,594 shares; 2025Q1: 765,889 shares; 2025Q2: 809,108 shares 809,108 $27.4M 0.15% +43,219 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,074 shares; 2023Q4: 18,823 shares; 2024Q1: 20,119 shares; 2024Q2: 41,058 shares; 2024Q3: 41,543 shares; 2024Q4: 44,437 shares; 2025Q1: 48,474 shares; 2025Q2: 48,813 shares 48,813 $27.4M 0.15% +339 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; 2023Q3: 273,647 shares; 2023Q4: 297,355 shares; 2024Q1: 248,282 shares; 2024Q2: 256,325 shares; 2024Q3: 208,946 shares; 2024Q4: 221,825 shares; 2025Q1: 326,934 shares; 2025Q2: 322,425 shares 322,425 $27.3M 0.15% -4,509 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; 2023Q3: 48,222 shares; 2023Q4: 50,957 shares; 2024Q1: 55,061 shares; 2024Q2: 95,281 shares; 2024Q3: 96,531 shares; 2024Q4: 99,776 shares; 2025Q1: 95,908 shares; 2025Q2: 90,441 shares 90,441 $26.7M 0.15% -5,467 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; 2023Q3: 268,649 shares; 2023Q4: 266,915 shares; 2024Q1: 277,945 shares; 2024Q2: 414,229 shares; 2024Q3: 437,804 shares; 2024Q4: 433,781 shares; 2025Q1: 458,944 shares; 2025Q2: 535,935 shares 535,935 $25.4M 0.14% +76,991 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; 2023Q3: 700,569 shares; 2023Q4: 623,298 shares; 2024Q1: 522,735 shares; 2024Q2: 941,179 shares; 2024Q3: 902,334 shares; 2024Q4: 922,851 shares; 2025Q1: 913,547 shares; 2025Q2: 868,887 shares 868,887 $25.1M 0.14% -44,660 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,284 shares; 2023Q4: 55,964 shares; 2024Q1: 61,544 shares; 2024Q2: 81,997 shares; 2024Q3: 84,412 shares; 2024Q4: 86,974 shares; 2025Q1: 93,240 shares; 2025Q2: 89,636 shares 89,636 $25M 0.14% -3,604 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; 2023Q3: 36,002 shares; 2023Q4: 38,753 shares; 2024Q1: 40,376 shares; 2024Q2: 57,070 shares; 2024Q3: 53,788 shares; 2024Q4: 52,795 shares; 2025Q1: 52,912 shares; 2025Q2: 53,687 shares 53,687 $24.9M 0.14% +775 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 110,811 shares; 2023Q4: 111,881 shares; 2024Q1: 111,535 shares; 2024Q2: 156,721 shares; 2024Q3: 159,134 shares; 2024Q4: 171,807 shares; 2025Q1: 180,585 shares; 2025Q2: 182,452 shares 182,452 $24.8M 0.14% +1,867 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; 2023Q3: 45,070 shares; 2023Q4: 44,967 shares; 2024Q1: 46,004 shares; 2024Q2: 47,342 shares; 2024Q3: 48,927 shares; 2024Q4: 50,431 shares; 2025Q1: 51,805 shares; 2025Q2: 56,270 shares 56,270 $24.8M 0.14% +4,465 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; 2023Q3: 49,922 shares; 2023Q4: 102,462 shares; 2024Q1: 344,864 shares; 2024Q2: 534,373 shares; 2024Q3: 576,862 shares; 2024Q4: 723,521 shares; 2025Q1: 678,049 shares; 2025Q2: 701,789 shares 701,789 $24.8M 0.14% +23,740 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 113,205 shares; 2023Q4: 117,799 shares; 2024Q1: 121,121 shares; 2024Q2: 138,606 shares; 2024Q3: 144,587 shares; 2024Q4: 138,480 shares; 2025Q1: 181,334 shares; 2025Q2: 185,961 shares 185,961 $24.6M 0.13% +4,627 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 171,801 shares; 2023Q4: 190,963 shares; 2024Q1: 172,332 shares; 2024Q2: 226,450 shares; 2024Q3: 230,418 shares; 2024Q4: 337,149 shares; 2025Q1: 294,704 shares; 2025Q2: 274,321 shares 274,321 $24.5M 0.13% -20,383 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 135,547 shares; 2023Q4: 112,861 shares; 2024Q1: 114,208 shares; 2024Q2: 166,970 shares; 2024Q3: 165,073 shares; 2024Q4: 171,075 shares; 2025Q1: 164,596 shares; 2025Q2: 167,184 shares 167,184 $24.4M 0.13% +2,588 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 99,750 shares; 2023Q4: 103,557 shares; 2024Q1: 128,917 shares; 2024Q2: 150,766 shares; 2024Q3: 162,666 shares; 2024Q4: 169,119 shares; 2025Q1: 173,877 shares; 2025Q2: 182,966 shares 182,966 $24.3M 0.13% +9,089 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; 2023Q3: 221,771 shares; 2023Q4: 284,706 shares; 2024Q1: 331,785 shares; 2024Q2: 431,775 shares; 2024Q3: 359,723 shares; 2024Q4: 382,628 shares; 2025Q1: 454,239 shares; 2025Q2: 765,271 shares 765,271 $24.3M 0.13% +311,032 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; 2023Q3: 217,429 shares; 2023Q4: 249,567 shares; 2024Q1: 251,597 shares; 2024Q2: 282,839 shares; 2024Q3: 299,445 shares; 2024Q4: 286,564 shares; 2025Q1: 285,255 shares; 2025Q2: 328,790 shares 328,790 $24.2M 0.13% +43,535 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; 2023Q3: 32,290 shares; 2023Q4: 32,556 shares; 2024Q1: 37,630 shares; 2024Q2: 71,502 shares; 2024Q3: 67,635 shares; 2024Q4: 67,950 shares; 2025Q1: 69,520 shares; 2025Q2: 77,338 shares 77,338 $24.1M 0.13% +7,818 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; 2023Q3: 87,970 shares; 2023Q4: 89,214 shares; 2024Q1: 94,612 shares; 2024Q2: 114,123 shares; 2024Q3: 98,404 shares; 2024Q4: 100,626 shares; 2025Q1: 101,763 shares; 2025Q2: 104,814 shares 104,814 $24M 0.13% +3,051 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,931 shares; 2023Q4: 33,010 shares; 2024Q1: 35,470 shares; 2024Q2: 70,864 shares; 2024Q3: 77,134 shares; 2024Q4: 81,757 shares; 2025Q1: 83,944 shares; 2025Q2: 87,331 shares 87,331 $23.8M 0.13% +3,387 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 96,371 shares; 2023Q4: 121,529 shares; 2024Q1: 142,430 shares; 2024Q2: 179,386 shares; 2024Q3: 224,195 shares; 2024Q4: 289,710 shares; 2025Q1: 433,020 shares; 2025Q2: 457,765 shares 457,765 $23.8M 0.13% +24,745 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; 2023Q3: 213,953 shares; 2023Q4: 219,644 shares; 2024Q1: 250,083 shares; 2024Q2: 293,770 shares; 2024Q3: 334,756 shares; 2024Q4: 397,941 shares; 2025Q1: 423,803 shares; 2025Q2: 583,425 shares 583,425 $23.7M 0.13% +159,622 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 503,027 shares; 2023Q4: 470,199 shares; 2024Q1: 438,092 shares; 2024Q2: 409,647 shares; 2024Q3: 310,032 shares; 2024Q4: 337,519 shares; 2025Q1: 364,715 shares; 2025Q2: 370,607 shares 370,607 $23.7M 0.13% +5,892 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 94,906 shares; 2023Q4: 237,147 shares; 2024Q1: 250,101 shares; 2024Q2: 267,008 shares; 2024Q3: 291,545 shares; 2024Q4: 322,865 shares; 2025Q1: 356,197 shares; 2025Q2: 466,086 shares 466,086 $23.7M 0.13% +109,889 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; 2023Q3: 207,978 shares; 2023Q4: 205,343 shares; 2024Q1: 197,106 shares; 2024Q2: 208,089 shares; 2024Q3: 203,684 shares; 2024Q4: 185,204 shares; 2025Q1: 187,876 shares; 2025Q2: 177,487 shares 177,487 $23.3M 0.13% -10,389 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; 2023Q3: 180,873 shares; 2023Q4: 195,570 shares; 2024Q1: 208,677 shares; 2024Q2: 199,199 shares; 2024Q3: 81,221 shares; 2024Q4: 74,788 shares; 2025Q1: 84,933 shares; 2025Q2: 91,443 shares 91,443 $23.2M 0.13% +6,510 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,053 shares; 2023Q4: 30,543 shares; 2024Q1: 19,136 shares; 2024Q2: 27,010 shares; 2024Q3: 31,756 shares; 2024Q4: 36,411 shares; 2025Q1: 62,505 shares; 2025Q2: 75,924 shares 75,924 $23.1M 0.13% +13,419 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 243,395 shares; 2023Q4: 266,711 shares; 2024Q1: 283,449 shares; 2024Q2: 307,612 shares; 2024Q3: 337,419 shares; 2024Q4: 350,328 shares; 2025Q1: 437,088 shares; 2025Q2: 441,220 shares 441,220 $23.1M 0.13% +4,132 Timeline LRGE 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; 2023Q3: 477,374 shares; 2023Q4: 462,733 shares; 2024Q1: 356,341 shares; 2024Q2: 326,169 shares; 2024Q3: 306,091 shares; 2024Q4: 301,303 shares; 2025Q1: 301,532 shares; 2025Q2: 289,647 shares 289,647 $23M 0.13% -11,885 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 320,255 shares; 2023Q4: 290,755 shares; 2024Q1: 246,439 shares; 2024Q2: 234,096 shares; 2024Q3: 227,238 shares; 2024Q4: 230,042 shares; 2025Q1: 232,942 shares; 2025Q2: 237,558 shares 237,558 $22.3M 0.12% +4,616 Timeline PRFZ 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; 2023Q3: 216,709 shares; 2023Q4: 267,149 shares; 2024Q1: 293,505 shares; 2024Q2: 326,904 shares; 2024Q3: 372,182 shares; 2024Q4: 410,384 shares; 2025Q1: 505,921 shares; 2025Q2: 543,852 shares 543,852 $22.1M 0.12% +37,931 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,898 shares; 2023Q4: 14,298 shares; 2024Q1: 14,983 shares; 2024Q2: 22,240 shares; 2024Q3: 22,804 shares; 2024Q4: 24,302 shares; 2025Q1: 25,829 shares; 2025Q2: 27,759 shares 27,759 $21.9M 0.12% +1,930 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,914 shares; 2023Q4: 195,022 shares; 2024Q1: 228,069 shares; 2024Q2: 307,017 shares; 2024Q3: 356,901 shares; 2024Q4: 904,748 shares; 2025Q1: 789,936 shares; 2025Q2: 932,303 shares 932,303 $21.7M 0.12% +142,367 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200,885 shares; 2023Q4: 199,461 shares; 2024Q1: 199,019 shares; 2024Q2: 371,802 shares; 2024Q3: 415,109 shares; 2024Q4: 430,464 shares; 2025Q1: 446,046 shares; 2025Q2: 476,483 shares 476,483 $21.6M 0.12% +30,437 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; 2023Q3: 42,614 shares; 2023Q4: 36,396 shares; 2024Q1: 34,794 shares; 2024Q2: 61,096 shares; 2024Q3: 62,112 shares; 2024Q4: 154,437 shares; 2025Q1: 316,716 shares; 2025Q2: 341,605 shares 341,605 $21.3M 0.12% +24,889 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; 2023Q3: 111,245 shares; 2023Q4: 116,176 shares; 2024Q1: 138,465 shares; 2024Q2: 227,221 shares; 2024Q3: 226,200 shares; 2024Q4: 230,718 shares; 2025Q1: 229,953 shares; 2025Q2: 264,814 shares 264,814 $21M 0.12% +34,861 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 114,174 shares; 2023Q4: 133,374 shares; 2024Q1: 144,060 shares; 2024Q2: 164,474 shares; 2024Q3: 183,338 shares; 2024Q4: 198,984 shares; 2025Q1: 155,625 shares; 2025Q2: 218,586 shares 218,586 $20.9M 0.12% +62,961 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; 2023Q3: 52,795 shares; 2023Q4: 55,451 shares; 2024Q1: 49,106 shares; 2024Q2: 93,216 shares; 2024Q3: 89,475 shares; 2024Q4: 93,715 shares; 2025Q1: 100,761 shares; 2025Q2: 111,741 shares 111,741 $20.4M 0.11% +10,980 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,153,822 shares; 2023Q4: 1,116,669 shares; 2024Q1: 758,283 shares; 2024Q2: 724,833 shares; 2024Q3: 516,719 shares; 2024Q4: 543,545 shares; 2025Q1: 507,807 shares; 2025Q2: 447,429 shares 447,429 $20M 0.11% -60,378 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,839 shares; 2023Q4: 4,080 shares; 2024Q1: 3,247 shares; 2024Q2: 3,629 shares; 2024Q3: 46,330 shares; 2024Q4: 44,098 shares; 2025Q1: 48,021 shares; 2025Q2: 49,309 shares 49,309 $19.9M 0.11% +1,288 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; 2023Q3: 76,559 shares; 2023Q4: 77,349 shares; 2024Q1: 74,840 shares; 2024Q2: 75,139 shares; 2024Q3: 60,454 shares; 2024Q4: 57,518 shares; 2025Q1: 177,438 shares; 2025Q2: 243,244 shares 243,244 $19.9M 0.11% +65,806 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; 2023Q3: 57,735 shares; 2023Q4: 109,917 shares; 2024Q1: 129,983 shares; 2024Q2: 175,097 shares; 2024Q3: 198,245 shares; 2024Q4: 235,177 shares; 2025Q1: 337,245 shares; 2025Q2: 408,846 shares 408,846 $19.7M 0.11% +71,601 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; 2023Q3: 11,248 shares; 2023Q4: 13,879 shares; 2024Q1: 19,513 shares; 2024Q2: 48,615 shares; 2024Q3: 44,325 shares; 2024Q4: 44,800 shares; 2025Q1: 46,859 shares; 2025Q2: 55,236 shares 55,236 $19.7M 0.11% +8,377 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 126,356 shares; 2023Q4: 153,705 shares; 2024Q1: 151,362 shares; 2024Q2: 136,339 shares; 2024Q3: 138,140 shares; 2024Q4: 156,958 shares; 2025Q1: 142,103 shares; 2025Q2: 144,878 shares 144,878 $19.6M 0.11% +2,775 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,747 shares; 2023Q4: 31,221 shares; 2024Q1: 35,179 shares; 2024Q2: 43,351 shares; 2024Q3: 45,766 shares; 2024Q4: 47,425 shares; 2025Q1: 49,091 shares; 2025Q2: 50,185 shares 50,185 $19.5M 0.11% +1,094 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; 2023Q3: 9,263 shares; 2023Q4: 9,241 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 73,658 shares; 2024Q4: 120,230 shares; 2025Q1: 225,030 shares; 2025Q2: 483,665 shares 483,665 $19.5M 0.11% +258,635 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,993 shares; 2023Q4: 116,700 shares; 2024Q1: 131,574 shares; 2024Q2: 151,091 shares; 2024Q3: 174,225 shares; 2024Q4: 193,718 shares; 2025Q1: 198,962 shares; 2025Q2: 270,924 shares 270,924 $19.3M 0.11% +71,962 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 120,779 shares; 2023Q4: 120,188 shares; 2024Q1: 132,538 shares; 2024Q2: 135,389 shares; 2024Q3: 139,140 shares; 2024Q4: 153,900 shares; 2025Q1: 162,409 shares; 2025Q2: 183,781 shares 183,781 $19.2M 0.11% +21,372 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 292,843 shares; 2023Q4: 335,876 shares; 2024Q1: 361,921 shares; 2024Q2: 429,469 shares; 2024Q3: 466,711 shares; 2024Q4: 511,089 shares; 2025Q1: 580,771 shares; 2025Q2: 629,356 shares 629,356 $19M 0.1% +48,585 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; 2023Q3: 7,998 shares; 2023Q4: 9,900 shares; 2024Q1: 24,881 shares; 2024Q2: 56,289 shares; 2024Q3: 59,534 shares; 2024Q4: 61,816 shares; 2025Q1: 64,363 shares; 2025Q2: 67,111 shares 67,111 $18.9M 0.1% +2,748 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 304,187 shares; 2023Q4: 328,885 shares; 2024Q1: 316,843 shares; 2024Q2: 351,721 shares; 2024Q3: 378,314 shares; 2024Q4: 394,518 shares; 2025Q1: 398,979 shares; 2025Q2: 378,433 shares 378,433 $18.8M 0.1% -20,546 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 115,500 shares; 2023Q4: 153,595 shares; 2024Q1: 144,125 shares; 2024Q2: 179,765 shares; 2024Q3: 207,035 shares; 2024Q4: 286,973 shares; 2025Q1: 218,905 shares; 2025Q2: 212,969 shares 212,969 $18.8M 0.1% -5,936 Timeline EQWL 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; 2023Q3: 3,166 shares; 2023Q4: 3,444 shares; 2024Q1: 76,395 shares; 2024Q2: 77,551 shares; 2024Q3: 82,161 shares; 2024Q4: 110,586 shares; 2025Q1: 144,918 shares; 2025Q2: 169,949 shares 169,949 $18.7M 0.1% +25,031 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,845 shares; 2023Q4: 19,383 shares; 2024Q1: 20,203 shares; 2024Q2: 34,259 shares; 2024Q3: 30,922 shares; 2024Q4: 32,241 shares; 2025Q1: 34,236 shares; 2025Q2: 39,511 shares 39,511 $18.5M 0.1% +5,275 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; 2023Q3: 86,131 shares; 2023Q4: 67,195 shares; 2024Q1: 64,528 shares; 2024Q2: 70,032 shares; 2024Q3: 68,424 shares; 2024Q4: 74,123 shares; 2025Q1: 74,563 shares; 2025Q2: 93,804 shares 93,804 $18.3M 0.1% +19,241 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,630 shares; 2023Q4: 43,281 shares; 2024Q1: 42,575 shares; 2024Q2: 57,343 shares; 2024Q3: 57,763 shares; 2024Q4: 63,472 shares; 2025Q1: 67,137 shares; 2025Q2: 62,873 shares 62,873 $18.2M 0.1% -4,264 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; 2023Q3: 9,508 shares; 2023Q4: 9,407 shares; 2024Q1: 14,742 shares; 2024Q2: 20,108 shares; 2024Q3: 20,977 shares; 2024Q4: 21,823 shares; 2025Q1: 23,458 shares; 2025Q2: 25,459 shares 25,459 $18M 0.1% +2,001 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; 2023Q3: 367,337 shares; 2023Q4: 327,890 shares; 2024Q1: 362,373 shares; 2024Q2: 383,106 shares; 2024Q3: 281,593 shares; 2024Q4: 288,858 shares; 2025Q1: 287,831 shares; 2025Q2: 296,336 shares 296,336 $17.7M 0.1% +8,505 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 269,383 shares; 2023Q4: 331,330 shares; 2024Q1: 469,371 shares; 2024Q2: 508,426 shares; 2024Q3: 486,565 shares; 2024Q4: 504,643 shares; 2025Q1: 604,781 shares; 2025Q2: 467,357 shares 467,357 $17.7M 0.1% -137,424 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; 2023Q3: 72,570 shares; 2023Q4: 70,348 shares; 2024Q1: 80,585 shares; 2024Q2: 73,288 shares; 2024Q3: 72,772 shares; 2024Q4: 71,205 shares; 2025Q1: 71,376 shares; 2025Q2: 70,997 shares 70,997 $17.6M 0.1% -379 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; 2023Q3: 385,421 shares; 2023Q4: 390,595 shares; 2024Q1: 464,587 shares; 2024Q2: 514,377 shares; 2024Q3: 316,888 shares; 2024Q4: 313,548 shares; 2025Q1: 332,177 shares; 2025Q2: 336,408 shares 336,408 $17.6M 0.1% +4,231 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 235,900 shares; 2023Q4: 253,653 shares; 2024Q1: 266,330 shares; 2024Q2: 284,666 shares; 2024Q3: 259,944 shares; 2024Q4: 259,060 shares; 2025Q1: 243,329 shares; 2025Q2: 193,231 shares 193,231 $17.6M 0.1% -50,098 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; 2023Q3: 124,734 shares; 2023Q4: 114,570 shares; 2024Q1: 104,994 shares; 2024Q2: 242,256 shares; 2024Q3: 251,485 shares; 2024Q4: 263,241 shares; 2025Q1: 276,294 shares; 2025Q2: 293,906 shares 293,906 $17.2M 0.09% +17,612 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; 2023Q3: 31,303 shares; 2023Q4: 33,577 shares; 2024Q1: 31,196 shares; 2024Q2: 72,974 shares; 2024Q3: 76,856 shares; 2024Q4: 73,251 shares; 2025Q1: 80,633 shares; 2025Q2: 77,824 shares 77,824 $17.2M 0.09% -2,809 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 110,064 shares; 2023Q4: 114,365 shares; 2024Q1: 123,372 shares; 2024Q2: 164,480 shares; 2024Q3: 178,331 shares; 2024Q4: 187,049 shares; 2025Q1: 172,859 shares; 2025Q2: 180,998 shares 180,998 $17M 0.09% +8,139 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,713 shares; 2023Q4: 84,513 shares; 2024Q1: 70,504 shares; 2024Q2: 70,440 shares; 2024Q3: 73,961 shares; 2024Q4: 149,734 shares; 2025Q1: 85,096 shares; 2025Q2: 86,809 shares 86,809 $16.9M 0.09% +1,713 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; 2023Q3: 60,686 shares; 2023Q4: 58,332 shares; 2024Q1: 78,751 shares; 2024Q2: 90,952 shares; 2024Q3: 63,318 shares; 2024Q4: 113,560 shares; 2025Q1: 105,757 shares; 2025Q2: 113,846 shares 113,846 $16.8M 0.09% +8,089 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; 2023Q3: 28,198 shares; 2023Q4: 28,876 shares; 2024Q1: 29,082 shares; 2024Q2: 43,924 shares; 2024Q3: 44,281 shares; 2024Q4: 55,331 shares; 2025Q1: 72,040 shares; 2025Q2: 80,219 shares 80,219 $16.7M 0.09% +8,179 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,057 shares; 2023Q4: 22,743 shares; 2024Q1: 18,502 shares; 2024Q2: 34,367 shares; 2024Q3: 30,586 shares; 2024Q4: 32,347 shares; 2025Q1: 49,827 shares; 2025Q2: 48,825 shares 48,825 $16.6M 0.09% -1,002 Timeline JPEF 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224,649 shares; 2025Q2: 236,329 shares 236,329 $16.6M 0.09% +11,680 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,747 shares; 2025Q1: 15,116 shares; 2025Q2: 15,744 shares 15,744 $16.5M 0.09% +628 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; 2023Q3: 68,595 shares; 2023Q4: 70,685 shares; 2024Q1: 72,860 shares; 2024Q2: 100,569 shares; 2024Q3: 99,815 shares; 2024Q4: 108,626 shares; 2025Q1: 116,256 shares; 2025Q2: 115,282 shares 115,282 $16.4M 0.09% -974 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 122,422 shares; 2023Q4: 105,645 shares; 2024Q1: 107,611 shares; 2024Q2: 115,455 shares; 2024Q3: 115,742 shares; 2024Q4: 121,153 shares; 2025Q1: 125,635 shares; 2025Q2: 138,386 shares 138,386 $16.2M 0.09% +12,751 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 66,166 shares; 2023Q4: 72,911 shares; 2024Q1: 74,827 shares; 2024Q2: 104,591 shares; 2024Q3: 107,997 shares; 2024Q4: 110,257 shares; 2025Q1: 110,859 shares; 2025Q2: 113,283 shares 113,283 $16M 0.09% +2,424 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; 2023Q3: 34,114 shares; 2023Q4: 34,154 shares; 2024Q1: 38,929 shares; 2024Q2: 56,519 shares; 2024Q3: 56,660 shares; 2024Q4: 57,435 shares; 2025Q1: 60,162 shares; 2025Q2: 53,238 shares 53,238 $15.9M 0.09% -6,924 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; 2023Q3: 177,800 shares; 2023Q4: 201,277 shares; 2024Q1: 192,885 shares; 2024Q2: 208,032 shares; 2024Q3: 251,848 shares; 2024Q4: 304,353 shares; 2025Q1: 303,446 shares; 2025Q2: 321,449 shares 321,449 $15.8M 0.09% +18,003 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 129,837 shares; 2023Q4: 147,848 shares; 2024Q1: 167,703 shares; 2024Q2: 224,286 shares; 2024Q3: 251,639 shares; 2024Q4: 268,082 shares; 2025Q1: 325,027 shares; 2025Q2: 360,586 shares 360,586 $15.8M 0.09% +35,559 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 77,912 shares; 2023Q4: 122,792 shares; 2024Q1: 148,561 shares; 2024Q2: 163,713 shares; 2024Q3: 134,431 shares; 2024Q4: 118,293 shares; 2025Q1: 146,277 shares; 2025Q2: 155,336 shares 155,336 $15.6M 0.09% +9,059 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; 2023Q3: 168,170 shares; 2023Q4: 204,220 shares; 2024Q1: 218,467 shares; 2024Q2: 397,225 shares; 2024Q3: 395,125 shares; 2024Q4: 395,302 shares; 2025Q1: 419,464 shares; 2025Q2: 436,601 shares 436,601 $15.6M 0.09% +17,137 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; 2023Q3: 9,105 shares; 2023Q4: 9,508 shares; 2024Q1: 9,995 shares; 2024Q2: 21,082 shares; 2024Q3: 22,592 shares; 2024Q4: 22,849 shares; 2025Q1: 23,334 shares; 2025Q2: 28,246 shares 28,246 $15.3M 0.08% +4,912 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 177,111 shares; 2023Q4: 183,543 shares; 2024Q1: 197,729 shares; 2024Q2: 206,872 shares; 2024Q3: 213,428 shares; 2024Q4: 217,950 shares; 2025Q1: 217,658 shares; 2025Q2: 208,615 shares 208,615 $15.3M 0.08% -9,043 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 108,819 shares; 2023Q4: 138,908 shares; 2024Q1: 198,000 shares; 2024Q2: 243,167 shares; 2024Q3: 273,332 shares; 2024Q4: 351,833 shares; 2025Q1: 422,896 shares; 2025Q2: 454,718 shares 454,718 $15.3M 0.08% +31,822 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; 2023Q3: 111,651 shares; 2023Q4: 124,265 shares; 2024Q1: 119,750 shares; 2024Q2: 177,557 shares; 2024Q3: 175,885 shares; 2024Q4: 178,408 shares; 2025Q1: 192,497 shares; 2025Q2: 190,450 shares 190,450 $15.3M 0.08% -2,047 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 179,467 shares; 2023Q4: 130,204 shares; 2024Q1: 135,863 shares; 2024Q2: 135,988 shares; 2024Q3: 126,828 shares; 2024Q4: 192,087 shares; 2025Q1: 206,134 shares; 2025Q2: 209,168 shares 209,168 $15.2M 0.08% +3,034 Timeline EMLP 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; 2023Q3: 323,352 shares; 2023Q4: 317,236 shares; 2024Q1: 332,859 shares; 2024Q2: 414,396 shares; 2024Q3: 362,294 shares; 2024Q4: 372,124 shares; 2025Q1: 388,285 shares; 2025Q2: 403,351 shares 403,351 $15.1M 0.08% +15,066 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 78,525 shares; 2024Q2: 83,447 shares; 2024Q3: 138,667 shares; 2024Q4: 333,370 shares; 2025Q1: 233,595 shares; 2025Q2: 285,319 shares 285,319 $15.1M 0.08% +51,724 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; 2023Q3: 114,640 shares; 2023Q4: 101,213 shares; 2024Q1: 105,614 shares; 2024Q2: 117,627 shares; 2024Q3: 122,431 shares; 2024Q4: 130,881 shares; 2025Q1: 132,570 shares; 2025Q2: 121,008 shares 121,008 $15M 0.08% -11,562 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 85,725 shares; 2023Q4: 74,576 shares; 2024Q1: 75,267 shares; 2024Q2: 86,808 shares; 2024Q3: 89,722 shares; 2024Q4: 93,556 shares; 2025Q1: 97,429 shares; 2025Q2: 148,729 shares 148,729 $14.8M 0.08% +51,300 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,603 shares; 2023Q4: 16,111 shares; 2024Q1: 19,944 shares; 2024Q2: 15,642 shares; 2024Q3: 16,302 shares; 2024Q4: 17,165 shares; 2025Q1: 103,847 shares; 2025Q2: 145,531 shares 145,531 $14.8M 0.08% +41,684 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; 2023Q3: 13,040 shares; 2023Q4: 17,050 shares; 2024Q1: 32,693 shares; 2024Q2: 37,600 shares; 2024Q3: 39,020 shares; 2024Q4: 38,913 shares; 2025Q1: 51,955 shares; 2025Q2: 52,924 shares 52,924 $14.8M 0.08% +969 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 117,611 shares; 2023Q4: 110,033 shares; 2024Q1: 116,199 shares; 2024Q2: 104,977 shares; 2024Q3: 100,252 shares; 2024Q4: 101,504 shares; 2025Q1: 104,597 shares; 2025Q2: 110,866 shares 110,866 $14.7M 0.08% +6,269 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 126,445 shares; 2023Q4: 197,680 shares; 2024Q1: 362,939 shares; 2024Q2: 436,315 shares; 2024Q3: 221,434 shares; 2024Q4: 208,779 shares; 2025Q1: 262,070 shares; 2025Q2: 274,755 shares 274,755 $14.6M 0.08% +12,685 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; 2023Q3: 81,995 shares; 2023Q4: 92,011 shares; 2024Q1: 87,212 shares; 2024Q2: 79,843 shares; 2024Q3: 103,451 shares; 2024Q4: 115,076 shares; 2025Q1: 156,508 shares; 2025Q2: 177,955 shares 177,955 $14.5M 0.08% +21,447 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; 2023Q3: 20,323 shares; 2023Q4: 19,422 shares; 2024Q1: 19,333 shares; 2024Q2: 54,363 shares; 2024Q3: 53,794 shares; 2024Q4: 56,565 shares; 2025Q1: 58,821 shares; 2025Q2: 67,414 shares 67,414 $14.3M 0.08% +8,593 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; 2023Q3: 13,798 shares; 2023Q4: 42,015 shares; 2024Q1: 119,369 shares; 2024Q2: 139,812 shares; 2024Q3: 160,048 shares; 2024Q4: 167,784 shares; 2025Q1: 163,934 shares; 2025Q2: 153,031 shares 153,031 $13.9M 0.08% -10,903 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,133 shares; 2024Q4: 15,912 shares; 2025Q1: 412,105 shares; 2025Q2: 545,100 shares 545,100 $13.8M 0.08% +132,995 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; 2023Q3: 53,447 shares; 2023Q4: 46,494 shares; 2024Q1: 51,207 shares; 2024Q2: 68,395 shares; 2024Q3: 86,079 shares; 2024Q4: 78,770 shares; 2025Q1: 198,456 shares; 2025Q2: 215,903 shares 215,903 $13.8M 0.08% +17,447 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 109,523 shares; 2023Q4: 108,833 shares; 2024Q1: 106,472 shares; 2024Q2: 108,108 shares; 2024Q3: 108,767 shares; 2024Q4: 110,102 shares; 2025Q1: 101,356 shares; 2025Q2: 100,578 shares 100,578 $13.7M 0.08% -778 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,205 shares; 2024Q1: 127,613 shares; 2024Q2: 163,374 shares; 2024Q3: 176,448 shares; 2024Q4: 202,000 shares; 2025Q1: 240,305 shares; 2025Q2: 262,970 shares 262,970 $13.4M 0.07% +22,665 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,115 shares; 2023Q4: 20,370 shares; 2024Q1: 21,291 shares; 2024Q2: 22,031 shares; 2024Q3: 22,705 shares; 2024Q4: 23,396 shares; 2025Q1: 22,996 shares; 2025Q2: 23,526 shares 23,526 $13.3M 0.07% +530 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,274 shares; 2023Q4: 67,575 shares; 2024Q1: 67,688 shares; 2024Q2: 128,596 shares; 2024Q3: 132,185 shares; 2024Q4: 129,897 shares; 2025Q1: 146,432 shares; 2025Q2: 152,823 shares 152,823 $13.3M 0.07% +6,391 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,587 shares; 2023Q4: 19,403 shares; 2024Q1: 16,887 shares; 2024Q2: 20,884 shares; 2024Q3: 20,883 shares; 2024Q4: 22,400 shares; 2025Q1: 23,599 shares; 2025Q2: 26,008 shares 26,008 $13.2M 0.07% +2,409 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 364,536 shares; 2023Q4: 518,719 shares; 2024Q1: 576,992 shares; 2024Q2: 556,399 shares; 2024Q3: 521,279 shares; 2024Q4: 450,122 shares; 2025Q1: 364,132 shares; 2025Q2: 298,695 shares 298,695 $13.1M 0.07% -65,437 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; 2023Q3: 160,716 shares; 2023Q4: 144,456 shares; 2024Q1: 154,642 shares; 2024Q2: 152,531 shares; 2024Q3: 150,195 shares; 2024Q4: 147,883 shares; 2025Q1: 144,728 shares; 2025Q2: 102,976 shares 102,976 $13.1M 0.07% -41,752 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; 2023Q3: 70,361 shares; 2023Q4: 71,567 shares; 2024Q1: 67,476 shares; 2024Q2: 97,824 shares; 2024Q3: 97,680 shares; 2024Q4: 104,385 shares; 2025Q1: 107,593 shares; 2025Q2: 111,040 shares 111,040 $13.1M 0.07% +3,447 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; 2023Q3: 91,645 shares; 2023Q4: 96,253 shares; 2024Q1: 108,953 shares; 2024Q2: 139,145 shares; 2024Q3: 25,418 shares; 2024Q4: 18,770 shares; 2025Q1: 21,151 shares; 2025Q2: 119,830 shares 119,830 $13M 0.07% +98,679 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 152,195 shares; 2023Q4: 165,267 shares; 2024Q1: 155,521 shares; 2024Q2: 160,482 shares; 2024Q3: 160,710 shares; 2024Q4: 160,791 shares; 2025Q1: 155,493 shares; 2025Q2: 150,982 shares 150,982 $13M 0.07% -4,511 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 130,992 shares; 2023Q4: 134,970 shares; 2024Q1: 140,541 shares; 2024Q2: 254,623 shares; 2024Q3: 255,829 shares; 2024Q4: 261,958 shares; 2025Q1: 280,149 shares; 2025Q2: 266,574 shares 266,574 $12.9M 0.07% -13,575 Timeline XSVM 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; 2023Q3: 163,399 shares; 2023Q4: 188,754 shares; 2024Q1: 245,096 shares; 2024Q2: 267,295 shares; 2024Q3: 279,354 shares; 2024Q4: 287,423 shares; 2025Q1: 299,997 shares; 2025Q2: 245,514 shares 245,514 $12.8M 0.07% -54,483 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 245,534 shares; 2024Q3: 267,000 shares; 2024Q4: 281,565 shares; 2025Q1: 351,854 shares; 2025Q2: 368,414 shares 368,414 $12.7M 0.07% +16,560 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; 2023Q3: 31,665 shares; 2023Q4: 32,786 shares; 2024Q1: 30,011 shares; 2024Q2: 52,414 shares; 2024Q3: 54,879 shares; 2024Q4: 56,921 shares; 2025Q1: 60,583 shares; 2025Q2: 54,065 shares 54,065 $12.6M 0.07% -6,518 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,718 shares; 2025Q1: 65,062 shares; 2025Q2: 205,075 shares 205,075 $12.6M 0.07% +140,013 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,020 shares; 2023Q4: 212,905 shares; 2024Q1: 219,928 shares; 2024Q2: 192,424 shares; 2024Q3: 248,652 shares; 2024Q4: 272,688 shares; 2025Q1: 334,336 shares; 2025Q2: 329,086 shares 329,086 $12.5M 0.07% -5,250 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 48,533 shares; 2023Q4: 53,121 shares; 2024Q1: 66,903 shares; 2024Q2: 69,698 shares; 2024Q3: 77,127 shares; 2024Q4: 92,928 shares; 2025Q1: 87,248 shares; 2025Q2: 89,685 shares 89,685 $12.4M 0.07% +2,437 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,878 shares; 2023Q4: 21,485 shares; 2024Q1: 22,386 shares; 2024Q2: 29,628 shares; 2024Q3: 36,088 shares; 2024Q4: 42,846 shares; 2025Q1: 46,558 shares; 2025Q2: 47,732 shares 47,732 $12.3M 0.07% +1,174 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,408 shares; 2023Q4: 40,088 shares; 2024Q1: 88,911 shares; 2024Q2: 124,269 shares; 2024Q3: 140,108 shares; 2024Q4: 192,256 shares; 2025Q1: 223,777 shares; 2025Q2: 382,478 shares 382,478 $12.2M 0.07% +158,701 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; 2023Q3: 205,614 shares; 2023Q4: 205,706 shares; 2024Q1: 227,397 shares; 2024Q2: 229,589 shares; 2024Q3: 134,883 shares; 2024Q4: 73,619 shares; 2025Q1: 81,584 shares; 2025Q2: 90,623 shares 90,623 $12.2M 0.07% +9,039 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; 2023Q3: 17,640 shares; 2023Q4: 23,730 shares; 2024Q1: 24,337 shares; 2024Q2: 79,427 shares; 2024Q3: 81,374 shares; 2024Q4: 84,925 shares; 2025Q1: 93,516 shares; 2025Q2: 98,721 shares 98,721 $12.2M 0.07% +5,205 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 697,695 shares; 2023Q4: 1,728,576 shares; 2024Q1: 1,611,363 shares; 2024Q2: 1,854,719 shares; 2024Q3: 1,926,353 shares; 2024Q4: 1,944,373 shares; 2025Q1: 1,921,952 shares; 2025Q2: 1,677,372 shares 1,677,372 $12.2M 0.07% -244,580 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,323 shares; 2024Q3: 5,781 shares; 2024Q4: 16,655 shares; 2025Q1: 65,077 shares; 2025Q2: 108,008 shares 108,008 $12.1M 0.07% +42,931 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 191,843 shares; 2023Q4: 214,272 shares; 2024Q1: 205,782 shares; 2024Q2: 192,893 shares; 2024Q3: 205,396 shares; 2024Q4: 106,886 shares; 2025Q1: 110,475 shares; 2025Q2: 112,584 shares 112,584 $12.1M 0.07% +2,109 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,673 shares; 2023Q4: 67,707 shares; 2024Q1: 76,423 shares; 2024Q2: 77,241 shares; 2024Q3: 75,699 shares; 2024Q4: 80,867 shares; 2025Q1: 49,800 shares; 2025Q2: 64,274 shares 64,274 $12.1M 0.07% +14,474 Timeline JPIB 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 68,230 shares; 2024Q3: 117,941 shares; 2024Q4: 169,874 shares; 2025Q1: 203,482 shares; 2025Q2: 248,358 shares 248,358 $12.1M 0.07% +44,876 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; 2023Q3: 123,539 shares; 2023Q4: 126,566 shares; 2024Q1: 124,657 shares; 2024Q2: 125,713 shares; 2024Q3: 127,335 shares; 2024Q4: 135,044 shares; 2025Q1: 147,214 shares; 2025Q2: 150,724 shares 150,724 $12.1M 0.07% +3,510 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; 2023Q3: 33,133 shares; 2023Q4: 31,647 shares; 2024Q1: 29,416 shares; 2024Q2: 87,191 shares; 2024Q3: 87,723 shares; 2024Q4: 92,021 shares; 2025Q1: 91,335 shares; 2025Q2: 90,513 shares 90,513 $12.1M 0.07% -822 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,057 shares; 2023Q4: 62,230 shares; 2024Q1: 85,776 shares; 2024Q2: 94,848 shares; 2024Q3: 103,355 shares; 2024Q4: 106,837 shares; 2025Q1: 108,493 shares; 2025Q2: 93,366 shares 93,366 $12.1M 0.07% -15,127 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; 2023Q3: 219,374 shares; 2023Q4: 159,708 shares; 2024Q1: 156,786 shares; 2024Q2: 166,205 shares; 2024Q3: 154,991 shares; 2024Q4: 158,491 shares; 2025Q1: 157,672 shares; 2025Q2: 173,690 shares 173,690 $12M 0.07% +16,018 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; 2023Q3: 4,501 shares; 2023Q4: 4,722 shares; 2024Q1: 5,093 shares; 2024Q2: 14,496 shares; 2024Q3: 14,904 shares; 2024Q4: 14,765 shares; 2025Q1: 15,319 shares; 2025Q2: 14,947 shares 14,947 $12M 0.07% -372 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; 2023Q3: 88,591 shares; 2023Q4: 89,516 shares; 2024Q1: 91,764 shares; 2024Q2: 119,386 shares; 2024Q3: 109,712 shares; 2024Q4: 121,508 shares; 2025Q1: 123,278 shares; 2025Q2: 125,512 shares 125,512 $12M 0.07% +2,234 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; 2023Q3: 41,475 shares; 2023Q4: 36,667 shares; 2024Q1: 33,472 shares; 2024Q2: 97,591 shares; 2024Q3: 106,929 shares; 2024Q4: 96,745 shares; 2025Q1: 93,849 shares; 2025Q2: 107,883 shares 107,883 $12M 0.07% +14,034 Timeline JQUA 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; 2023Q3: 41,448 shares; 2023Q4: 47,311 shares; 2024Q1: 46,319 shares; 2024Q2: 50,401 shares; 2024Q3: 53,244 shares; 2024Q4: 58,913 shares; 2025Q1: 184,939 shares; 2025Q2: 199,007 shares 199,007 $12M 0.07% +14,068 Timeline JPEM 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; 2023Q3: 112,081 shares; 2023Q4: 125,606 shares; 2024Q1: 136,296 shares; 2024Q2: 141,673 shares; 2024Q3: 153,095 shares; 2024Q4: 179,402 shares; 2025Q1: 193,921 shares; 2025Q2: 211,192 shares 211,192 $11.9M 0.07% +17,271 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; 2023Q3: 65,176 shares; 2023Q4: 63,125 shares; 2024Q1: 70,299 shares; 2024Q2: 143,950 shares; 2024Q3: 139,861 shares; 2024Q4: 135,332 shares; 2025Q1: 149,979 shares; 2025Q2: 170,382 shares 170,382 $11.8M 0.06% +20,403 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; 2023Q3: 26,862 shares; 2023Q4: 29,049 shares; 2024Q1: 33,261 shares; 2024Q2: 38,424 shares; 2024Q3: 91,361 shares; 2024Q4: 88,613 shares; 2025Q1: 83,692 shares; 2025Q2: 91,983 shares 91,983 $11.8M 0.06% +8,291 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,953 shares; 2023Q4: 38,296 shares; 2024Q1: 40,668 shares; 2024Q2: 61,243 shares; 2024Q3: 61,944 shares; 2024Q4: 67,786 shares; 2025Q1: 75,577 shares; 2025Q2: 167,989 shares 167,989 $11.8M 0.06% +92,412 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,906 shares; 2025Q2: 331,604 shares 331,604 $11.8M 0.06% +291,698 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; 2023Q3: 10,004 shares; 2023Q4: 10,876 shares; 2024Q1: 12,018 shares; 2024Q2: 17,757 shares; 2024Q3: 18,399 shares; 2024Q4: 19,779 shares; 2025Q1: 22,527 shares; 2025Q2: 32,194 shares 32,194 $11.8M 0.06% +9,667 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,978 shares; 2023Q4: 3,486 shares; 2024Q1: 4,210 shares; 2024Q2: 10,135 shares; 2024Q3: 10,136 shares; 2024Q4: 10,171 shares; 2025Q1: 11,390 shares; 2025Q2: 11,457 shares 11,457 $11.8M 0.06% +67 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,976 shares; 2023Q4: 24,742 shares; 2024Q1: 24,072 shares; 2024Q2: 55,294 shares; 2024Q3: 58,605 shares; 2024Q4: 65,802 shares; 2025Q1: 72,028 shares; 2025Q2: 73,585 shares 73,585 $11.7M 0.06% +1,557 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,967 shares; 2023Q4: 81,922 shares; 2024Q1: 83,579 shares; 2024Q2: 91,528 shares; 2024Q3: 125,939 shares; 2024Q4: 154,988 shares; 2025Q1: 242,288 shares; 2025Q2: 243,483 shares 243,483 $11.6M 0.06% +1,195 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; 2023Q3: 16,452 shares; 2023Q4: 20,271 shares; 2024Q1: 25,169 shares; 2024Q2: 86,961 shares; 2024Q3: 96,273 shares; 2024Q4: 99,757 shares; 2025Q1: 119,556 shares; 2025Q2: 123,995 shares 123,995 $11.6M 0.06% +4,439 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,040 shares; 2023Q4: 38,911 shares; 2024Q1: 44,423 shares; 2024Q2: 78,681 shares; 2024Q3: 91,826 shares; 2024Q4: 89,283 shares; 2025Q1: 94,085 shares; 2025Q2: 95,431 shares 95,431 $11.4M 0.06% +1,346 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 215,581 shares; 2023Q4: 228,333 shares; 2024Q1: 130,781 shares; 2024Q2: 134,862 shares; 2024Q3: 133,118 shares; 2024Q4: 134,061 shares; 2025Q1: 133,185 shares; 2025Q2: 135,984 shares 135,984 $11.3M 0.06% +2,799 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; 2023Q3: 7,927 shares; 2023Q4: 8,618 shares; 2024Q1: 8,935 shares; 2024Q2: 23,525 shares; 2024Q3: 20,637 shares; 2024Q4: 19,941 shares; 2025Q1: 20,607 shares; 2025Q2: 21,457 shares 21,457 $11.3M 0.06% +850 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; 2023Q3: 16,144 shares; 2023Q4: 14,949 shares; 2024Q1: 18,414 shares; 2024Q2: 32,329 shares; 2024Q3: 29,972 shares; 2024Q4: 32,175 shares; 2025Q1: 34,464 shares; 2025Q2: 36,681 shares 36,681 $11.3M 0.06% +2,217 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; 2023Q3: not reported; 2023Q4: 12,601 shares; 2024Q1: 14,612 shares; 2024Q2: 67,726 shares; 2024Q3: 112,597 shares; 2024Q4: 152,013 shares; 2025Q1: 176,469 shares; 2025Q2: 240,128 shares 240,128 $11.3M 0.06% +63,659 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205,985 shares; 2025Q2: 217,716 shares 217,716 $11.2M 0.06% +11,731 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; 2023Q3: 352,789 shares; 2023Q4: 417,169 shares; 2024Q1: 422,609 shares; 2024Q2: 245,272 shares; 2024Q3: 228,447 shares; 2024Q4: 140,489 shares; 2025Q1: 129,946 shares; 2025Q2: 143,702 shares 143,702 $11.1M 0.06% +13,756 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 338,553 shares; 2023Q4: 300,258 shares; 2024Q1: 331,142 shares; 2024Q2: 398,597 shares; 2024Q3: 323,946 shares; 2024Q4: 264,275 shares; 2025Q1: 558,558 shares; 2025Q2: 622,473 shares 622,473 $11.1M 0.06% +63,915 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 97,484 shares; 2023Q4: 101,218 shares; 2024Q1: 125,211 shares; 2024Q2: 137,518 shares; 2024Q3: 106,958 shares; 2024Q4: 109,546 shares; 2025Q1: 115,145 shares; 2025Q2: 123,868 shares 123,868 $11.1M 0.06% +8,723 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; 2023Q3: 26,768 shares; 2023Q4: 44,349 shares; 2024Q1: 65,295 shares; 2024Q2: 82,740 shares; 2024Q3: 103,909 shares; 2024Q4: 99,805 shares; 2025Q1: 118,139 shares; 2025Q2: 132,725 shares 132,725 $11M 0.06% +14,586 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 294,564 shares; 2023Q4: 316,951 shares; 2024Q1: 335,751 shares; 2024Q2: 341,766 shares; 2024Q3: 353,815 shares; 2024Q4: 361,369 shares; 2025Q1: 413,873 shares; 2025Q2: 404,892 shares 404,892 $10.9M 0.06% -8,981 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; 2023Q3: 7,958 shares; 2023Q4: 9,090 shares; 2024Q1: 10,319 shares; 2024Q2: 21,053 shares; 2024Q3: 20,430 shares; 2024Q4: 43,640 shares; 2025Q1: 47,438 shares; 2025Q2: 53,145 shares 53,145 $10.9M 0.06% +5,707 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 79,124 shares; 2023Q4: 75,361 shares; 2024Q1: 105,832 shares; 2024Q2: 130,019 shares; 2024Q3: 144,687 shares; 2024Q4: 154,511 shares; 2025Q1: 166,477 shares; 2025Q2: 120,861 shares 120,861 $10.8M 0.06% -45,616 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; 2023Q3: 37,444 shares; 2023Q4: 37,005 shares; 2024Q1: 35,579 shares; 2024Q2: 51,139 shares; 2024Q3: 53,147 shares; 2024Q4: 54,475 shares; 2025Q1: 56,268 shares; 2025Q2: 57,949 shares 57,949 $10.8M 0.06% +1,681 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 104,390 shares; 2023Q4: 102,796 shares; 2024Q1: 92,148 shares; 2024Q2: 99,600 shares; 2024Q3: 101,331 shares; 2024Q4: 106,009 shares; 2025Q1: 109,374 shares; 2025Q2: 102,068 shares 102,068 $10.8M 0.06% -7,306 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,894,027 shares; 2023Q4: 5,019,384 shares; 2024Q1: 448,824 shares; 2024Q2: 371,627 shares; 2024Q3: 327,074 shares; 2024Q4: 316,817 shares; 2025Q1: 312,511 shares; 2025Q2: 310,540 shares 310,540 $10.6M 0.06% -1,971 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; 2023Q3: 158,288 shares; 2023Q4: 138,293 shares; 2024Q1: 74,091 shares; 2024Q2: 166,292 shares; 2024Q3: 160,948 shares; 2024Q4: 127,891 shares; 2025Q1: 160,764 shares; 2025Q2: 152,792 shares 152,792 $10.5M 0.06% -7,972 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 298,114 shares; 2023Q4: 317,014 shares; 2024Q1: 292,081 shares; 2024Q2: 308,754 shares; 2024Q3: 331,936 shares; 2024Q4: 348,990 shares; 2025Q1: 369,411 shares; 2025Q2: 423,497 shares 423,497 $10.3M 0.06% +54,086 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,190 shares; 2024Q4: 75,447 shares; 2025Q1: 122,797 shares; 2025Q2: 275,017 shares 275,017 $10.2M 0.06% +152,220 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,967 shares; 2023Q4: 2,018 shares; 2024Q1: 1,977 shares; 2024Q2: 2,292 shares; 2024Q3: 2,387 shares; 2024Q4: 2,443 shares; 2025Q1: 2,532 shares; 2025Q2: 2,742 shares 2,742 $10.2M 0.06% +210 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; 2023Q3: 8,599 shares; 2023Q4: 9,739 shares; 2024Q1: 10,919 shares; 2024Q2: 13,906 shares; 2024Q3: 12,261 shares; 2024Q4: 12,873 shares; 2025Q1: 14,138 shares; 2025Q2: 19,898 shares 19,898 $10.1M 0.06% +5,760 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; 2023Q3: 68,650 shares; 2023Q4: 67,625 shares; 2024Q1: 69,961 shares; 2024Q2: 159,080 shares; 2024Q3: 184,800 shares; 2024Q4: 218,223 shares; 2025Q1: 234,200 shares; 2025Q2: 218,152 shares 218,152 $10.1M 0.06% -16,048 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 132,194 shares; 2023Q4: 151,528 shares; 2024Q1: 90,274 shares; 2024Q2: 75,399 shares; 2024Q3: 80,962 shares; 2024Q4: 78,069 shares; 2025Q1: 93,625 shares; 2025Q2: 91,401 shares 91,401 $10M 0.06% -2,224 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 115,138 shares; 2023Q4: 96,003 shares; 2024Q1: 91,511 shares; 2024Q2: 103,585 shares; 2024Q3: 106,814 shares; 2024Q4: 107,280 shares; 2025Q1: 120,497 shares; 2025Q2: 119,045 shares 119,045 $10M 0.05% -1,452 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,305 shares; 2023Q4: 4,669 shares; 2024Q1: 5,184 shares; 2024Q2: 13,965 shares; 2024Q3: 8,110 shares; 2024Q4: 8,045 shares; 2025Q1: 8,077 shares; 2025Q2: 26,089 shares 26,089 $9.99M 0.05% +18,012 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,429 shares; 2023Q4: 27,132 shares; 2024Q1: 18,807 shares; 2024Q2: 36,057 shares; 2024Q3: 39,054 shares; 2024Q4: 80,375 shares; 2025Q1: 81,289 shares; 2025Q2: 83,923 shares 83,923 $9.99M 0.05% +2,634 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,732 shares; 2024Q4: 55,144 shares; 2025Q1: 78,948 shares; 2025Q2: 295,664 shares 295,664 $9.94M 0.05% +216,716 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,741 shares; 2023Q4: 38,370 shares; 2024Q1: 34,557 shares; 2024Q2: 34,497 shares; 2024Q3: 39,400 shares; 2024Q4: 41,545 shares; 2025Q1: 46,302 shares; 2025Q2: 47,234 shares 47,234 $9.9M 0.05% +932 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; 2023Q3: 44,680 shares; 2023Q4: 45,932 shares; 2024Q1: 44,816 shares; 2024Q2: 74,918 shares; 2024Q3: 76,637 shares; 2024Q4: 76,440 shares; 2025Q1: 78,125 shares; 2025Q2: 82,628 shares 82,628 $9.88M 0.05% +4,503 Timeline JIRE 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,735 shares; 2025Q2: 139,399 shares 139,399 $9.87M 0.05% +130,664 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; 2023Q3: 6,261 shares; 2023Q4: 7,334 shares; 2024Q1: 7,748 shares; 2024Q2: 18,679 shares; 2024Q3: 20,239 shares; 2024Q4: 20,612 shares; 2025Q1: 20,516 shares; 2025Q2: 22,452 shares 22,452 $9.82M 0.05% +1,936 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; 2023Q3: 6,789 shares; 2023Q4: 4,876 shares; 2024Q1: 4,746 shares; 2024Q2: 28,802 shares; 2024Q3: 35,619 shares; 2024Q4: 37,478 shares; 2025Q1: 37,839 shares; 2025Q2: 41,027 shares 41,027 $9.78M 0.05% +3,188 Timeline NXTG 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; 2023Q3: 138,275 shares; 2023Q4: 124,127 shares; 2024Q1: 117,940 shares; 2024Q2: 117,095 shares; 2024Q3: 106,833 shares; 2024Q4: 104,309 shares; 2025Q1: 102,210 shares; 2025Q2: 100,056 shares 100,056 $9.73M 0.05% -2,154 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; 2023Q3: 17,986 shares; 2023Q4: 23,409 shares; 2024Q1: 24,580 shares; 2024Q2: 37,544 shares; 2024Q3: 37,029 shares; 2024Q4: 38,108 shares; 2025Q1: 43,641 shares; 2025Q2: 49,031 shares 49,031 $9.69M 0.05% +5,390 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,784 shares; 2023Q4: 61,616 shares; 2024Q1: 78,716 shares; 2024Q2: 95,124 shares; 2024Q3: 102,591 shares; 2024Q4: 100,984 shares; 2025Q1: 169,778 shares; 2025Q2: 219,119 shares 219,119 $9.57M 0.05% +49,341 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; 2023Q3: 20,098 shares; 2023Q4: 22,408 shares; 2024Q1: 22,739 shares; 2024Q2: 37,462 shares; 2024Q3: 37,089 shares; 2024Q4: 37,414 shares; 2025Q1: 36,793 shares; 2025Q2: 23,553 shares 23,553 $9.55M 0.05% -13,240 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,163 shares; 2023Q4: 37,497 shares; 2024Q1: 35,006 shares; 2024Q2: 87,160 shares; 2024Q3: 82,000 shares; 2024Q4: 64,682 shares; 2025Q1: 82,326 shares; 2025Q2: 94,361 shares 94,361 $9.52M 0.05% +12,035 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,186 shares; 2023Q4: 14,143 shares; 2024Q1: 13,445 shares; 2024Q2: 11,271 shares; 2024Q3: 10,694 shares; 2024Q4: 38,815 shares; 2025Q1: 40,029 shares; 2025Q2: 39,429 shares 39,429 $9.48M 0.05% -600 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,040 shares; 2023Q4: 9,884 shares; 2024Q1: 9,701 shares; 2024Q2: 18,479 shares; 2024Q3: 20,386 shares; 2024Q4: 21,273 shares; 2025Q1: 22,242 shares; 2025Q2: 23,629 shares 23,629 $9.35M 0.05% +1,387 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 83,381 shares; 2023Q4: 88,343 shares; 2024Q1: 86,063 shares; 2024Q2: 97,707 shares; 2024Q3: 99,718 shares; 2024Q4: 97,989 shares; 2025Q1: 99,123 shares; 2025Q2: 101,609 shares 101,609 $9.33M 0.05% +2,486 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,884 shares; 2023Q4: 36,370 shares; 2024Q1: 49,977 shares; 2024Q2: 54,609 shares; 2024Q3: 62,042 shares; 2024Q4: 67,327 shares; 2025Q1: 70,011 shares; 2025Q2: 72,404 shares 72,404 $9.31M 0.05% +2,393 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; 2023Q3: 24,449 shares; 2023Q4: 31,550 shares; 2024Q1: 42,671 shares; 2024Q2: 63,966 shares; 2024Q3: 67,550 shares; 2024Q4: 81,424 shares; 2025Q1: 93,967 shares; 2025Q2: 119,521 shares 119,521 $9.25M 0.05% +25,554 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 151,567 shares; 2023Q4: 147,928 shares; 2024Q1: 99,419 shares; 2024Q2: 78,299 shares; 2024Q3: 71,899 shares; 2024Q4: 72,771 shares; 2025Q1: 79,017 shares; 2025Q2: 72,443 shares 72,443 $9.25M 0.05% -6,574 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; 2023Q3: 67,655 shares; 2023Q4: 78,617 shares; 2024Q1: 89,624 shares; 2024Q2: 113,388 shares; 2024Q3: 123,708 shares; 2024Q4: 138,910 shares; 2025Q1: 153,492 shares; 2025Q2: 127,027 shares 127,027 $9.23M 0.05% -26,465 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; 2023Q3: 18,148 shares; 2023Q4: 11,584 shares; 2024Q1: 12,167 shares; 2024Q2: 26,992 shares; 2024Q3: 29,853 shares; 2024Q4: 31,918 shares; 2025Q1: 33,124 shares; 2025Q2: 32,309 shares 32,309 $9.19M 0.05% -815 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 220,169 shares; 2023Q4: 217,757 shares; 2024Q1: 218,327 shares; 2024Q2: 234,799 shares; 2024Q3: 222,153 shares; 2024Q4: 210,191 shares; 2025Q1: 219,723 shares; 2025Q2: 216,358 shares 216,358 $9.15M 0.05% -3,365 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; 2023Q3: 27,837 shares; 2023Q4: 29,312 shares; 2024Q1: 29,123 shares; 2024Q2: 31,605 shares; 2024Q3: 32,807 shares; 2024Q4: 33,112 shares; 2025Q1: 32,774 shares; 2025Q2: 32,906 shares 32,906 $9.11M 0.05% +132 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 401,877 shares; 2023Q4: 376,929 shares; 2024Q1: 384,652 shares; 2024Q2: 369,699 shares; 2024Q3: 389,051 shares; 2024Q4: 402,736 shares; 2025Q1: 409,159 shares; 2025Q2: 438,738 shares 438,738 $9.1M 0.05% +29,579 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; 2023Q3: 113,918 shares; 2023Q4: 104,764 shares; 2024Q1: 172,614 shares; 2024Q2: 172,684 shares; 2024Q3: 172,834 shares; 2024Q4: 178,407 shares; 2025Q1: 174,989 shares; 2025Q2: 183,297 shares 183,297 $9.08M 0.05% +8,308 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; 2023Q3: 106,693 shares; 2023Q4: 105,369 shares; 2024Q1: 95,958 shares; 2024Q2: 131,602 shares; 2024Q3: 124,579 shares; 2024Q4: 115,612 shares; 2025Q1: 123,325 shares; 2025Q2: 113,718 shares 113,718 $9.04M 0.05% -9,607 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; 2023Q3: 42,700 shares; 2023Q4: 72,336 shares; 2024Q1: 88,319 shares; 2024Q2: 98,375 shares; 2024Q3: 115,440 shares; 2024Q4: 129,043 shares; 2025Q1: 147,028 shares; 2025Q2: 155,435 shares 155,435 $9.03M 0.05% +8,407 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; 2023Q3: 5,227 shares; 2023Q4: 6,333 shares; 2024Q1: 6,194 shares; 2024Q2: 28,999 shares; 2024Q3: 26,880 shares; 2024Q4: 26,558 shares; 2025Q1: 25,934 shares; 2025Q2: 26,222 shares 26,222 $9M 0.05% +288 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,654 shares; 2023Q4: 49,723 shares; 2024Q1: 49,729 shares; 2024Q2: 53,206 shares; 2024Q3: 54,681 shares; 2024Q4: 55,447 shares; 2025Q1: 57,427 shares; 2025Q2: 57,832 shares 57,832 $8.91M 0.05% +405 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; 2023Q3: 126,266 shares; 2023Q4: 129,369 shares; 2024Q1: 128,786 shares; 2024Q2: 135,030 shares; 2024Q3: 134,954 shares; 2024Q4: 167,362 shares; 2025Q1: 165,858 shares; 2025Q2: 132,336 shares 132,336 $8.9M 0.05% -33,522 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 133,545 shares; 2023Q4: 112,868 shares; 2024Q1: 107,963 shares; 2024Q2: 145,111 shares; 2024Q3: 140,226 shares; 2024Q4: 139,443 shares; 2025Q1: 121,610 shares; 2025Q2: 126,300 shares 126,300 $8.89M 0.05% +4,690 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 75,246 shares; 2023Q4: 79,811 shares; 2024Q1: 94,287 shares; 2024Q2: 110,356 shares; 2024Q3: 118,874 shares; 2024Q4: 124,936 shares; 2025Q1: 140,539 shares; 2025Q2: 95,862 shares 95,862 $8.88M 0.05% -44,677 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 133,810 shares; 2023Q4: 186,805 shares; 2024Q1: 266,193 shares; 2024Q2: 392,962 shares; 2024Q3: 380,349 shares; 2024Q4: 442,522 shares; 2025Q1: 482,757 shares; 2025Q2: 528,084 shares 528,084 $8.83M 0.05% +45,327 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,246 shares; 2024Q3: 127,332 shares; 2024Q4: 106,577 shares; 2025Q1: 114,910 shares; 2025Q2: 128,732 shares 128,732 $8.82M 0.05% +13,822 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 178,748 shares; 2023Q4: 21,071 shares; 2024Q1: 74,303 shares; 2024Q2: 77,188 shares; 2024Q3: 81,843 shares; 2024Q4: 185,805 shares; 2025Q1: 180,806 shares; 2025Q2: 177,587 shares 177,587 $8.81M 0.05% -3,219 Timeline IDHQ 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; 2023Q3: 153,988 shares; 2023Q4: 163,847 shares; 2024Q1: 188,201 shares; 2024Q2: 206,586 shares; 2024Q3: 226,404 shares; 2024Q4: 231,916 shares; 2025Q1: 247,797 shares; 2025Q2: 266,910 shares 266,910 $8.8M 0.05% +19,113 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 79,843 shares; 2023Q4: 76,536 shares; 2024Q1: 72,089 shares; 2024Q2: 76,727 shares; 2024Q3: 75,314 shares; 2024Q4: 71,623 shares; 2025Q1: 73,896 shares; 2025Q2: 85,172 shares 85,172 $8.74M 0.05% +11,276 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; 2023Q3: 26,514 shares; 2023Q4: 28,818 shares; 2024Q1: 35,397 shares; 2024Q2: 45,161 shares; 2024Q3: 42,566 shares; 2024Q4: 43,767 shares; 2025Q1: 46,033 shares; 2025Q2: 39,369 shares 39,369 $8.73M 0.05% -6,664 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; 2023Q3: 16,291 shares; 2023Q4: 20,420 shares; 2024Q1: 23,949 shares; 2024Q2: 35,649 shares; 2024Q3: 39,151 shares; 2024Q4: 38,661 shares; 2025Q1: 41,086 shares; 2025Q2: 47,454 shares 47,454 $8.69M 0.05% +6,368 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; 2023Q3: 17,412 shares; 2023Q4: 23,106 shares; 2024Q1: 18,127 shares; 2024Q2: 38,235 shares; 2024Q3: 36,067 shares; 2024Q4: 34,556 shares; 2025Q1: 36,222 shares; 2025Q2: 37,438 shares 37,438 $8.61M 0.05% +1,216 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 109,495 shares; 2023Q4: 97,216 shares; 2024Q1: 127,024 shares; 2024Q2: 60,505 shares; 2024Q3: 58,024 shares; 2024Q4: 49,235 shares; 2025Q1: 53,537 shares; 2025Q2: 77,731 shares 77,731 $8.55M 0.05% +24,194 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,925 shares; 2023Q4: 18,959 shares; 2024Q1: 16,156 shares; 2024Q2: 30,624 shares; 2024Q3: 27,147 shares; 2024Q4: 25,369 shares; 2025Q1: 24,948 shares; 2025Q2: 22,093 shares 22,093 $8.55M 0.05% -2,855 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; 2023Q3: 110,806 shares; 2023Q4: 134,646 shares; 2024Q1: 142,719 shares; 2024Q2: 117,405 shares; 2024Q3: 97,452 shares; 2024Q4: 96,375 shares; 2025Q1: 97,476 shares; 2025Q2: 112,936 shares 112,936 $8.54M 0.05% +15,460 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; 2023Q3: 14,134 shares; 2023Q4: 14,478 shares; 2024Q1: 14,706 shares; 2024Q2: 21,831 shares; 2024Q3: 17,780 shares; 2024Q4: 18,293 shares; 2025Q1: 22,929 shares; 2025Q2: 26,655 shares 26,655 $8.53M 0.05% +3,726 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 129,611 shares; 2023Q4: 129,818 shares; 2024Q1: 214,343 shares; 2024Q2: 221,732 shares; 2024Q3: 238,764 shares; 2024Q4: 250,986 shares; 2025Q1: 273,154 shares; 2025Q2: 287,201 shares 287,201 $8.41M 0.05% +14,047 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; 2023Q3: 13,935 shares; 2023Q4: 17,666 shares; 2024Q1: 15,508 shares; 2024Q2: 22,618 shares; 2024Q3: 24,751 shares; 2024Q4: 26,315 shares; 2025Q1: 25,701 shares; 2025Q2: 26,170 shares 26,170 $8.35M 0.05% +469 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,335 shares; 2024Q1: 2,754 shares; 2024Q2: 68,776 shares; 2024Q3: 105,871 shares; 2024Q4: 84,142 shares; 2025Q1: 88,008 shares; 2025Q2: 104,770 shares 104,770 $8.32M 0.05% +16,762 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 101,848 shares; 2023Q4: 112,535 shares; 2024Q1: 97,129 shares; 2024Q2: 187,284 shares; 2024Q3: 165,933 shares; 2024Q4: 137,531 shares; 2025Q1: 125,669 shares; 2025Q2: 163,667 shares 163,667 $8.28M 0.05% +37,998 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,852 shares; 2023Q4: 19,489 shares; 2024Q1: 18,993 shares; 2024Q2: 25,395 shares; 2024Q3: 27,081 shares; 2024Q4: 28,673 shares; 2025Q1: 28,122 shares; 2025Q2: 30,407 shares 30,407 $8.13M 0.04% +2,285 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,795 shares; 2025Q2: 220,971 shares 220,971 $8.13M 0.04% +140,176 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,181 shares; 2023Q4: 4,308 shares; 2024Q1: 3,541 shares; 2024Q2: 39,787 shares; 2024Q3: 41,141 shares; 2024Q4: 38,610 shares; 2025Q1: 39,992 shares; 2025Q2: 41,666 shares 41,666 $8.08M 0.04% +1,674 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 53,158 shares; 2023Q4: 49,164 shares; 2024Q1: 45,754 shares; 2024Q2: 72,250 shares; 2024Q3: 88,432 shares; 2024Q4: 91,452 shares; 2025Q1: 92,294 shares; 2025Q2: 94,720 shares 94,720 $7.97M 0.04% +2,426 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,350 shares; 2023Q4: 12,701 shares; 2024Q1: 13,090 shares; 2024Q2: 28,965 shares; 2024Q3: 31,778 shares; 2024Q4: 28,136 shares; 2025Q1: 28,906 shares; 2025Q2: 29,666 shares 29,666 $7.92M 0.04% +760 Timeline LVHD 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; 2023Q3: 222,818 shares; 2023Q4: 224,573 shares; 2024Q1: 225,476 shares; 2024Q2: 200,119 shares; 2024Q3: 208,933 shares; 2024Q4: 209,804 shares; 2025Q1: 198,491 shares; 2025Q2: 197,978 shares 197,978 $7.89M 0.04% -513 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,993 shares; 2023Q4: 29,442 shares; 2024Q1: 28,010 shares; 2024Q2: 150,544 shares; 2024Q3: 101,184 shares; 2024Q4: 110,794 shares; 2025Q1: 134,199 shares; 2025Q2: 149,693 shares 149,693 $7.87M 0.04% +15,494 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; 2023Q3: 106,656 shares; 2023Q4: 117,458 shares; 2024Q1: 119,318 shares; 2024Q2: 138,746 shares; 2024Q3: 142,568 shares; 2024Q4: 158,410 shares; 2025Q1: 164,921 shares; 2025Q2: 182,978 shares 182,978 $7.87M 0.04% +18,057 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,587 shares; 2023Q4: 56,051 shares; 2024Q1: 61,856 shares; 2024Q2: 88,882 shares; 2024Q3: 80,330 shares; 2024Q4: 80,135 shares; 2025Q1: 85,173 shares; 2025Q2: 85,691 shares 85,691 $7.85M 0.04% +518 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,018 shares; 2023Q4: 5,705 shares; 2024Q1: 5,713 shares; 2024Q2: 10,794 shares; 2024Q3: 5,032 shares; 2024Q4: 5,333 shares; 2025Q1: not reported; 2025Q2: 153,329 shares 153,329 $7.83M 0.04% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,340 shares; 2023Q4: 78,241 shares; 2024Q1: 71,723 shares; 2024Q2: 76,957 shares; 2024Q3: 77,021 shares; 2024Q4: 91,322 shares; 2025Q1: 91,882 shares; 2025Q2: 76,574 shares 76,574 $7.72M 0.04% -15,308 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,544 shares; 2023Q4: 23,697 shares; 2024Q1: 23,963 shares; 2024Q2: 28,541 shares; 2024Q3: 24,286 shares; 2024Q4: 23,900 shares; 2025Q1: 34,281 shares; 2025Q2: 27,426 shares 27,426 $7.7M 0.04% -6,855 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; 2023Q3: 4,820 shares; 2023Q4: 5,562 shares; 2024Q1: 5,663 shares; 2024Q2: 16,322 shares; 2024Q3: 17,898 shares; 2024Q4: 15,726 shares; 2025Q1: 18,058 shares; 2025Q2: 19,752 shares 19,752 $7.68M 0.04% +1,694 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,855 shares; 2025Q2: 265,896 shares 265,896 $7.66M 0.04% +203,041 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,194 shares; 2023Q4: 27,009 shares; 2024Q1: 31,206 shares; 2024Q2: 102,428 shares; 2024Q3: 107,377 shares; 2024Q4: 101,896 shares; 2025Q1: 104,069 shares; 2025Q2: 109,029 shares 109,029 $7.62M 0.04% +4,960 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; 2023Q3: 54,010 shares; 2023Q4: 65,880 shares; 2024Q1: 60,939 shares; 2024Q2: 63,099 shares; 2024Q3: 121,900 shares; 2024Q4: 128,865 shares; 2025Q1: 124,003 shares; 2025Q2: 140,217 shares 140,217 $7.62M 0.04% +16,214 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 259,288 shares; 2023Q4: 292,555 shares; 2024Q1: 85,263 shares; 2024Q2: 88,856 shares; 2024Q3: 87,711 shares; 2024Q4: 91,656 shares; 2025Q1: 150,241 shares; 2025Q2: 149,028 shares 149,028 $7.55M 0.04% -1,213 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; 2023Q3: 100,230 shares; 2023Q4: 93,027 shares; 2024Q1: 93,514 shares; 2024Q2: 81,389 shares; 2024Q3: 100,048 shares; 2024Q4: 104,630 shares; 2025Q1: 126,426 shares; 2025Q2: 231,842 shares 231,842 $7.55M 0.04% +105,416 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 458,748 shares; 2023Q4: 431,595 shares; 2024Q1: 278,699 shares; 2024Q2: 176,509 shares; 2024Q3: 168,699 shares; 2024Q4: 167,345 shares; 2025Q1: 177,060 shares; 2025Q2: 166,507 shares 166,507 $7.54M 0.04% -10,553 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 826 shares; 2024Q2: 3,473 shares; 2024Q3: 6,246 shares; 2024Q4: 8,013 shares; 2025Q1: 8,769 shares; 2025Q2: 9,636 shares 9,636 $7.39M 0.04% +867 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; 2023Q3: 3,185 shares; 2023Q4: 3,297 shares; 2024Q1: 2,763 shares; 2024Q2: 9,460 shares; 2024Q3: 9,460 shares; 2024Q4: 9,616 shares; 2025Q1: 9,988 shares; 2025Q2: 10,461 shares 10,461 $7.31M 0.04% +473 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,127 shares; 2023Q4: 95,959 shares; 2024Q1: 147,299 shares; 2024Q2: 162,189 shares; 2024Q3: 114,311 shares; 2024Q4: 132,405 shares; 2025Q1: 142,219 shares; 2025Q2: 186,782 shares 186,782 $7.27M 0.04% +44,563 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 114,865 shares; 2023Q4: 119,297 shares; 2024Q1: 115,371 shares; 2024Q2: 122,088 shares; 2024Q3: 80,455 shares; 2024Q4: 79,252 shares; 2025Q1: 65,872 shares; 2025Q2: 55,042 shares 55,042 $7.27M 0.04% -10,830 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; 2023Q3: 3,157 shares; 2023Q4: 2,143 shares; 2024Q1: 2,143 shares; 2024Q2: 23,655 shares; 2024Q3: 31,945 shares; 2024Q4: 66,126 shares; 2025Q1: 82,751 shares; 2025Q2: 87,397 shares 87,397 $7.26M 0.04% +4,646 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; 2023Q3: 20,815 shares; 2023Q4: 13,259 shares; 2024Q1: 20,967 shares; 2024Q2: 19,938 shares; 2024Q3: 19,178 shares; 2024Q4: 43,283 shares; 2025Q1: 42,760 shares; 2025Q2: 40,811 shares 40,811 $7.2M 0.04% -1,949 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; 2023Q3: 45,077 shares; 2023Q4: 46,618 shares; 2024Q1: 40,975 shares; 2024Q2: 94,829 shares; 2024Q3: 96,349 shares; 2024Q4: 93,324 shares; 2025Q1: 98,015 shares; 2025Q2: 106,535 shares 106,535 $7.18M 0.04% +8,520 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; 2023Q3: 43,734 shares; 2023Q4: 45,856 shares; 2024Q1: 48,625 shares; 2024Q2: 60,583 shares; 2024Q3: 48,956 shares; 2024Q4: 49,746 shares; 2025Q1: 55,499 shares; 2025Q2: 53,431 shares 53,431 $7.18M 0.04% -2,068 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; 2023Q3: 21,236 shares; 2023Q4: 29,258 shares; 2024Q1: 27,017 shares; 2024Q2: 62,764 shares; 2024Q3: 61,019 shares; 2024Q4: 60,692 shares; 2025Q1: 70,461 shares; 2025Q2: 78,658 shares 78,658 $7.18M 0.04% +8,197 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,123 shares; 2023Q4: 10,293 shares; 2024Q1: 23,919 shares; 2024Q2: 133,126 shares; 2024Q3: 146,919 shares; 2024Q4: 154,999 shares; 2025Q1: 154,965 shares; 2025Q2: 165,940 shares 165,940 $7.16M 0.04% +10,975 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; 2023Q3: 211 shares; 2023Q4: 231 shares; 2024Q1: 255 shares; 2024Q2: 650 shares; 2024Q3: 739 shares; 2024Q4: 897 shares; 2025Q1: 1,036 shares; 2025Q2: 1,236 shares 1,236 $7.16M 0.04% +200 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 138,228 shares; 2023Q4: 139,915 shares; 2024Q1: 145,461 shares; 2024Q2: 150,160 shares; 2024Q3: 156,283 shares; 2024Q4: 154,790 shares; 2025Q1: 159,166 shares; 2025Q2: 164,817 shares 164,817 $7.12M 0.04% +5,651 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100,292 shares; 2023Q4: 107,666 shares; 2024Q1: 116,770 shares; 2024Q2: 164,112 shares; 2024Q3: 171,604 shares; 2024Q4: 178,014 shares; 2025Q1: 174,891 shares; 2025Q2: 172,577 shares 172,577 $7.1M 0.04% -2,314 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 152,432 shares; 2023Q4: 139,788 shares; 2024Q1: 136,718 shares; 2024Q2: 125,934 shares; 2024Q3: 127,347 shares; 2024Q4: 150,517 shares; 2025Q1: 160,171 shares; 2025Q2: 171,293 shares 171,293 $7.09M 0.04% +11,122 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100,131 shares; 2023Q4: 107,960 shares; 2024Q1: 105,278 shares; 2024Q2: 145,800 shares; 2024Q3: 154,516 shares; 2024Q4: 141,405 shares; 2025Q1: 147,750 shares; 2025Q2: 153,221 shares 153,221 $6.93M 0.04% +5,471 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,919 shares; 2023Q4: 13,172 shares; 2024Q1: 29,853 shares; 2024Q2: 37,192 shares; 2024Q3: 45,667 shares; 2024Q4: 65,402 shares; 2025Q1: 66,435 shares; 2025Q2: 77,643 shares 77,643 $6.89M 0.04% +11,208 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,948 shares; 2023Q4: 18,463 shares; 2024Q1: 68,558 shares; 2024Q2: 106,945 shares; 2024Q3: 113,167 shares; 2024Q4: 114,515 shares; 2025Q1: 127,784 shares; 2025Q2: 143,182 shares 143,182 $6.89M 0.04% +15,398 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,385 shares; 2024Q2: 18,187 shares; 2024Q3: 18,266 shares; 2024Q4: 21,835 shares; 2025Q1: 21,911 shares; 2025Q2: 22,604 shares 22,604 $6.87M 0.04% +693 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 97,857 shares; 2023Q4: 99,656 shares; 2024Q1: 100,670 shares; 2024Q2: 106,876 shares; 2024Q3: 105,366 shares; 2024Q4: 106,605 shares; 2025Q1: 107,974 shares; 2025Q2: 104,763 shares 104,763 $6.86M 0.04% -3,211 Timeline KNG 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; 2023Q3: 14,963 shares; 2023Q4: 96,148 shares; 2024Q1: 181,323 shares; 2024Q2: 165,831 shares; 2024Q3: 155,044 shares; 2024Q4: 189,737 shares; 2025Q1: 171,623 shares; 2025Q2: 138,682 shares 138,682 $6.81M 0.04% -32,941 Timeline RPG 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; 2023Q3: 218,350 shares; 2023Q4: 196,385 shares; 2024Q1: 150,236 shares; 2024Q2: 149,234 shares; 2024Q3: 149,537 shares; 2024Q4: 150,013 shares; 2025Q1: 148,708 shares; 2025Q2: 147,787 shares 147,787 $6.76M 0.04% -921 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55,557 shares; 2025Q1: 63,045 shares; 2025Q2: 65,973 shares 65,973 $6.75M 0.04% +2,928 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 139,139 shares; 2023Q4: 54,225 shares; 2024Q1: 55,299 shares; 2024Q2: 72,098 shares; 2024Q3: 78,079 shares; 2024Q4: 86,526 shares; 2025Q1: 101,523 shares; 2025Q2: 107,207 shares 107,207 $6.73M 0.04% +5,684 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 47,933 shares; 2024Q3: 109,517 shares; 2024Q4: 160,212 shares; 2025Q1: 171,300 shares; 2025Q2: 196,643 shares 196,643 $6.72M 0.04% +25,343 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 146,394 shares; 2023Q4: 137,656 shares; 2024Q1: 147,369 shares; 2024Q2: 119,861 shares; 2024Q3: 123,392 shares; 2024Q4: 123,187 shares; 2025Q1: 104,583 shares; 2025Q2: 85,016 shares 85,016 $6.68M 0.04% -19,567 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 94,663 shares; 2024Q4: 102,747 shares; 2025Q1: 103,328 shares; 2025Q2: 105,330 shares 105,330 $6.65M 0.04% +2,002 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 90,974 shares; 2023Q4: 87,894 shares; 2024Q1: 81,523 shares; 2024Q2: 84,346 shares; 2024Q3: 86,665 shares; 2024Q4: 82,176 shares; 2025Q1: 82,355 shares; 2025Q2: 83,245 shares 83,245 $6.63M 0.04% +890 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,097 shares; 2023Q4: 9,745 shares; 2024Q1: 7,015 shares; 2024Q2: 41,336 shares; 2024Q3: 40,737 shares; 2024Q4: 40,779 shares; 2025Q1: 40,469 shares; 2025Q2: 43,032 shares 43,032 $6.62M 0.04% +2,563 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 99,869 shares; 2023Q4: 95,267 shares; 2024Q1: 95,030 shares; 2024Q2: 93,048 shares; 2024Q3: 90,048 shares; 2024Q4: 90,947 shares; 2025Q1: 103,624 shares; 2025Q2: 103,286 shares 103,286 $6.61M 0.04% -338 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; 2023Q3: 81,950 shares; 2023Q4: 70,294 shares; 2024Q1: 68,888 shares; 2024Q2: 72,879 shares; 2024Q3: 71,132 shares; 2024Q4: 70,706 shares; 2025Q1: 66,922 shares; 2025Q2: 72,564 shares 72,564 $6.54M 0.04% +5,642 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; 2023Q3: 9,764 shares; 2023Q4: 11,912 shares; 2024Q1: 14,548 shares; 2024Q2: 38,729 shares; 2024Q3: 27,176 shares; 2024Q4: 28,788 shares; 2025Q1: 29,295 shares; 2025Q2: 29,723 shares 29,723 $6.5M 0.04% +428 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 709 shares; 2023Q4: 694 shares; 2024Q1: 493 shares; 2024Q2: 8,233 shares; 2024Q3: 8,494 shares; 2024Q4: 8,144 shares; 2025Q1: 8,168 shares; 2025Q2: 8,105 shares 8,105 $6.45M 0.04% -63 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,231 shares; 2023Q4: 45,723 shares; 2024Q1: 35,696 shares; 2024Q2: 36,512 shares; 2024Q3: 27,845 shares; 2024Q4: 36,062 shares; 2025Q1: 28,214 shares; 2025Q2: 40,861 shares 40,861 $6.45M 0.04% +12,647 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 388,822 shares; 2023Q4: 363,329 shares; 2024Q1: 524,971 shares; 2024Q2: 584,721 shares; 2024Q3: 602,635 shares; 2024Q4: 604,941 shares; 2025Q1: 621,617 shares; 2025Q2: 129,342 shares 129,342 $6.44M 0.04% -492,275 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,275 shares; 2023Q4: 1,393 shares; 2024Q1: 1,424 shares; 2024Q2: 5,723 shares; 2024Q3: 6,025 shares; 2024Q4: 6,051 shares; 2025Q1: 7,744 shares; 2025Q2: 7,190 shares 7,190 $6.44M 0.04% -554 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 132,372 shares; 2024Q3: 147,873 shares; 2024Q4: 159,633 shares; 2025Q1: 158,944 shares; 2025Q2: 159,526 shares 159,526 $6.44M 0.04% +582 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,956 shares; 2023Q4: 45,945 shares; 2024Q1: 44,420 shares; 2024Q2: 75,563 shares; 2024Q3: 91,075 shares; 2024Q4: 94,391 shares; 2025Q1: 112,086 shares; 2025Q2: 111,076 shares 111,076 $6.4M 0.04% -1,010 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,302 shares; 2023Q4: 43,209 shares; 2024Q1: 40,862 shares; 2024Q2: 67,858 shares; 2024Q3: 66,347 shares; 2024Q4: 70,158 shares; 2025Q1: 76,219 shares; 2025Q2: 74,616 shares 74,616 $6.35M 0.03% -1,603 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; 2023Q3: 7,843 shares; 2023Q4: 8,076 shares; 2024Q1: 9,262 shares; 2024Q2: 11,476 shares; 2024Q3: 10,759 shares; 2024Q4: 10,996 shares; 2025Q1: 11,229 shares; 2025Q2: 22,260 shares 22,260 $6.35M 0.03% +11,031 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,022 shares; 2023Q4: 5,282 shares; 2024Q1: 2,401 shares; 2024Q2: 13,530 shares; 2024Q3: 12,413 shares; 2024Q4: 15,006 shares; 2025Q1: 16,111 shares; 2025Q2: 16,793 shares 16,793 $6.35M 0.03% +682 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; 2023Q3: 33,366 shares; 2023Q4: 31,485 shares; 2024Q1: 31,339 shares; 2024Q2: 53,760 shares; 2024Q3: 59,341 shares; 2024Q4: 63,431 shares; 2025Q1: 67,927 shares; 2025Q2: 69,590 shares 69,590 $6.34M 0.03% +1,663 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,726 shares; 2024Q3: 6,885 shares; 2024Q4: 2,061 shares; 2025Q1: 36,648 shares; 2025Q2: 49,981 shares 49,981 $6.34M 0.03% +13,333 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 341,675 shares; 2023Q4: 17,056 shares; 2024Q1: 54,256 shares; 2024Q2: 153,444 shares; 2024Q3: 197,943 shares; 2024Q4: 219,253 shares; 2025Q1: 242,928 shares; 2025Q2: 245,931 shares 245,931 $6.3M 0.03% +3,003 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,727 shares; 2023Q4: 57,658 shares; 2024Q1: 75,769 shares; 2024Q2: 84,778 shares; 2024Q3: 103,469 shares; 2024Q4: 129,348 shares; 2025Q1: 136,319 shares; 2025Q2: 144,336 shares 144,336 $6.29M 0.03% +8,017 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,669 shares; 2023Q4: 36,464 shares; 2024Q1: 40,181 shares; 2024Q2: 39,909 shares; 2024Q3: 38,905 shares; 2024Q4: 40,790 shares; 2025Q1: 39,810 shares; 2025Q2: 41,259 shares 41,259 $6.28M 0.03% +1,449 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; 2023Q3: 30,327 shares; 2023Q4: 33,764 shares; 2024Q1: 39,497 shares; 2024Q2: 34,739 shares; 2024Q3: 53,055 shares; 2024Q4: 54,747 shares; 2025Q1: 54,577 shares; 2025Q2: 59,939 shares 59,939 $6.25M 0.03% +5,362 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; 2023Q3: 62,894 shares; 2023Q4: 62,979 shares; 2024Q1: 64,265 shares; 2024Q2: 82,554 shares; 2024Q3: 83,748 shares; 2024Q4: 91,180 shares; 2025Q1: 80,387 shares; 2025Q2: 85,332 shares 85,332 $6.25M 0.03% +4,945 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,881 shares; 2023Q4: 103,083 shares; 2024Q1: 58,246 shares; 2024Q2: 96,246 shares; 2024Q3: 104,384 shares; 2024Q4: 99,511 shares; 2025Q1: 89,191 shares; 2025Q2: 75,168 shares 75,168 $6.23M 0.03% -14,023 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; 2023Q3: 11,878 shares; 2023Q4: 11,529 shares; 2024Q1: 23,126 shares; 2024Q2: 35,092 shares; 2024Q3: 40,761 shares; 2024Q4: 61,175 shares; 2025Q1: 70,635 shares; 2025Q2: 61,518 shares 61,518 $6.18M 0.03% -9,117 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; 2023Q3: 30,847 shares; 2023Q4: 35,178 shares; 2024Q1: 41,646 shares; 2024Q2: 97,686 shares; 2024Q3: 89,292 shares; 2024Q4: 81,853 shares; 2025Q1: 92,809 shares; 2025Q2: 89,178 shares 89,178 $6.16M 0.03% -3,631 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,652 shares; 2023Q4: 33,054 shares; 2024Q1: 35,096 shares; 2024Q2: 42,748 shares; 2024Q3: 35,705 shares; 2024Q4: 39,106 shares; 2025Q1: 42,760 shares; 2025Q2: 40,993 shares 40,993 $6.13M 0.03% -1,767 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; 2023Q3: 67,900 shares; 2023Q4: 55,814 shares; 2024Q1: 63,034 shares; 2024Q2: 61,163 shares; 2024Q3: 54,985 shares; 2024Q4: 54,017 shares; 2025Q1: 52,826 shares; 2025Q2: 51,463 shares 51,463 $6.13M 0.03% -1,363 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 105,216 shares; 2023Q4: 109,557 shares; 2024Q1: 116,437 shares; 2024Q2: 127,670 shares; 2024Q3: 134,336 shares; 2024Q4: 143,452 shares; 2025Q1: 149,946 shares; 2025Q2: 164,675 shares 164,675 $6.12M 0.03% +14,729 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 117,969 shares; 2025Q1: 116,984 shares; 2025Q2: 119,783 shares 119,783 $6.11M 0.03% +2,799 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 76,630 shares; 2023Q4: 89,298 shares; 2024Q1: 121,530 shares; 2024Q2: 155,686 shares; 2024Q3: 188,867 shares; 2024Q4: 217,069 shares; 2025Q1: 256,066 shares; 2025Q2: 271,468 shares 271,468 $6.11M 0.03% +15,402 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 79,536 shares; 2023Q4: 112,892 shares; 2024Q1: 134,496 shares; 2024Q2: 141,348 shares; 2024Q3: 155,244 shares; 2024Q4: 164,596 shares; 2025Q1: 170,174 shares; 2025Q2: 170,197 shares 170,197 $6.1M 0.03% +23 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,999 shares; 2023Q4: 55,149 shares; 2024Q1: 54,770 shares; 2024Q2: 60,708 shares; 2024Q3: 63,437 shares; 2024Q4: 83,194 shares; 2025Q1: 87,514 shares; 2025Q2: 67,030 shares 67,030 $6.1M 0.03% -20,484 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; 2023Q3: 85,940 shares; 2023Q4: 85,395 shares; 2024Q1: 83,620 shares; 2024Q2: 86,478 shares; 2024Q3: 87,897 shares; 2024Q4: 95,401 shares; 2025Q1: 91,659 shares; 2025Q2: 74,115 shares 74,115 $6.05M 0.03% -17,544 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; 2023Q3: 10,456 shares; 2023Q4: 11,876 shares; 2024Q1: 11,888 shares; 2024Q2: 35,716 shares; 2024Q3: 35,887 shares; 2024Q4: 35,664 shares; 2025Q1: 30,649 shares; 2025Q2: 32,953 shares 32,953 $6.05M 0.03% +2,304 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,464 shares; 2023Q4: 181,823 shares; 2024Q1: 182,096 shares; 2024Q2: 138,262 shares; 2024Q3: 121,323 shares; 2024Q4: 127,419 shares; 2025Q1: 135,471 shares; 2025Q2: 173,212 shares 173,212 $6.04M 0.03% +37,741 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; 2023Q3: 6,956 shares; 2023Q4: 7,097 shares; 2024Q1: 7,415 shares; 2024Q2: 19,794 shares; 2024Q3: 18,178 shares; 2024Q4: 18,486 shares; 2025Q1: 19,431 shares; 2025Q2: 21,900 shares 21,900 $6.04M 0.03% +2,469 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 76,983 shares; 2023Q4: 100,068 shares; 2024Q1: 82,313 shares; 2024Q2: 139,521 shares; 2024Q3: 159,899 shares; 2024Q4: 180,710 shares; 2025Q1: 170,985 shares; 2025Q2: 184,762 shares 184,762 $6.03M 0.03% +13,777 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; 2023Q3: 21,069 shares; 2023Q4: 20,601 shares; 2024Q1: 19,710 shares; 2024Q2: 51,334 shares; 2024Q3: 54,108 shares; 2024Q4: 57,183 shares; 2025Q1: 57,865 shares; 2025Q2: 57,923 shares 57,923 $6.01M 0.03% +58 Timeline UCON 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; 2023Q3: 9,247 shares; 2023Q4: 123,809 shares; 2024Q1: 123,334 shares; 2024Q2: 124,422 shares; 2024Q3: 137,829 shares; 2024Q4: 277,756 shares; 2025Q1: 233,140 shares; 2025Q2: 239,994 shares 239,994 $5.97M 0.03% +6,854 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; 2023Q3: 5,453 shares; 2023Q4: 6,956 shares; 2024Q1: 6,460 shares; 2024Q2: 14,762 shares; 2024Q3: 15,244 shares; 2024Q4: 13,823 shares; 2025Q1: 11,478 shares; 2025Q2: 11,927 shares 11,927 $5.96M 0.03% +449 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,899 shares; 2024Q2: 17,050 shares; 2024Q3: 53,726 shares; 2024Q4: 100,384 shares; 2025Q1: 136,944 shares; 2025Q2: 169,800 shares 169,800 $5.96M 0.03% +32,856 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,025 shares; 2024Q2: 14,805 shares; 2024Q3: 30,159 shares; 2024Q4: 42,230 shares; 2025Q1: 51,985 shares; 2025Q2: 61,041 shares 61,041 $5.94M 0.03% +9,056 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,760 shares; 2023Q4: 1,857 shares; 2024Q1: 2,173 shares; 2024Q2: 7,200 shares; 2024Q3: 19,699 shares; 2024Q4: 22,424 shares; 2025Q1: 24,612 shares; 2025Q2: 26,451 shares 26,451 $5.9M 0.03% +1,839 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; 2023Q3: 18,554 shares; 2023Q4: 18,291 shares; 2024Q1: 16,833 shares; 2024Q2: 30,799 shares; 2024Q3: 33,067 shares; 2024Q4: 35,881 shares; 2025Q1: 34,246 shares; 2025Q2: 35,634 shares 35,634 $5.86M 0.03% +1,388 Timeline TSPA 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,913 shares; 2025Q2: 150,212 shares 150,212 $5.84M 0.03% +34,299 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; 2023Q3: 79,425 shares; 2023Q4: 81,277 shares; 2024Q1: 52,934 shares; 2024Q2: 56,082 shares; 2024Q3: 58,134 shares; 2024Q4: 59,206 shares; 2025Q1: 69,330 shares; 2025Q2: 66,939 shares 66,939 $5.84M 0.03% -2,391 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,364 shares; 2023Q4: 1,492 shares; 2024Q1: 1,479 shares; 2024Q2: 2,159 shares; 2024Q3: 2,000 shares; 2024Q4: 1,999 shares; 2025Q1: 2,154 shares; 2025Q2: 2,233 shares 2,233 $5.83M 0.03% +79 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,925 shares; 2024Q3: 16,606 shares; 2024Q4: 13,806 shares; 2025Q1: 15,926 shares; 2025Q2: 16,603 shares 16,603 $5.81M 0.03% +677 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,003 shares; 2023Q4: 44,556 shares; 2024Q1: 46,027 shares; 2024Q2: 79,444 shares; 2024Q3: 80,673 shares; 2024Q4: 74,619 shares; 2025Q1: 93,024 shares; 2025Q2: 94,836 shares 94,836 $5.8M 0.03% +1,812 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; 2023Q3: 5,210 shares; 2023Q4: 8,168 shares; 2024Q1: 46,270 shares; 2024Q2: 46,415 shares; 2024Q3: 53,642 shares; 2024Q4: 58,964 shares; 2025Q1: 105,452 shares; 2025Q2: 96,875 shares 96,875 $5.79M 0.03% -8,577 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,053 shares; 2023Q4: 12,494 shares; 2024Q1: 12,472 shares; 2024Q2: 52,732 shares; 2024Q3: 54,586 shares; 2024Q4: 44,591 shares; 2025Q1: 52,718 shares; 2025Q2: 54,855 shares 54,855 $5.77M 0.03% +2,137 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; 2023Q3: 143,481 shares; 2023Q4: 135,511 shares; 2024Q1: 143,536 shares; 2024Q2: 143,110 shares; 2024Q3: 144,235 shares; 2024Q4: 141,576 shares; 2025Q1: 140,670 shares; 2025Q2: 134,538 shares 134,538 $5.73M 0.03% -6,132 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; 2023Q3: 4,950 shares; 2023Q4: 5,530 shares; 2024Q1: 6,338 shares; 2024Q2: 11,645 shares; 2024Q3: 12,508 shares; 2024Q4: 11,471 shares; 2025Q1: 12,674 shares; 2025Q2: 12,873 shares 12,873 $5.73M 0.03% +199 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 631,580 shares; 2023Q4: 245,262 shares; 2024Q1: 221,028 shares; 2024Q2: 219,009 shares; 2024Q3: 164,050 shares; 2024Q4: 111,977 shares; 2025Q1: 152,520 shares; 2025Q2: 113,748 shares 113,748 $5.72M 0.03% -38,772 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; 2023Q3: 14,390 shares; 2023Q4: 16,130 shares; 2024Q1: 20,916 shares; 2024Q2: 23,766 shares; 2024Q3: 24,221 shares; 2024Q4: 24,828 shares; 2025Q1: 25,846 shares; 2025Q2: 25,439 shares 25,439 $5.72M 0.03% -407 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; 2023Q3: 15,611 shares; 2023Q4: 17,486 shares; 2024Q1: 14,927 shares; 2024Q2: 20,601 shares; 2024Q3: 18,375 shares; 2024Q4: 18,381 shares; 2025Q1: 17,874 shares; 2025Q2: 19,513 shares 19,513 $5.69M 0.03% +1,639 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 218,851 shares; 2023Q4: 237,282 shares; 2024Q1: 300,988 shares; 2024Q2: 331,571 shares; 2024Q3: 381,432 shares; 2024Q4: 375,150 shares; 2025Q1: 423,815 shares; 2025Q2: 184,799 shares 184,799 $5.67M 0.03% -239,016 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 39,407 shares; 2025Q1: 47,336 shares; 2025Q2: 57,832 shares 57,832 $5.63M 0.03% +10,496 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,261 shares; 2023Q4: 41,380 shares; 2024Q1: 76,622 shares; 2024Q2: 77,643 shares; 2024Q3: 81,092 shares; 2024Q4: 85,996 shares; 2025Q1: 52,175 shares; 2025Q2: 51,506 shares 51,506 $5.56M 0.03% -669 Timeline RSPM 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; 2023Q3: 306,492 shares; 2023Q4: 236,157 shares; 2024Q1: 230,870 shares; 2024Q2: 229,101 shares; 2024Q3: 226,485 shares; 2024Q4: 201,935 shares; 2025Q1: 188,040 shares; 2025Q2: 171,340 shares 171,340 $5.55M 0.03% -16,700 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 65,671 shares; 2023Q4: 71,831 shares; 2024Q1: 85,738 shares; 2024Q2: 87,289 shares; 2024Q3: 85,524 shares; 2024Q4: 89,931 shares; 2025Q1: 70,623 shares; 2025Q2: 72,847 shares 72,847 $5.54M 0.03% +2,224 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40,254 shares; 2023Q4: 32,986 shares; 2024Q1: 37,730 shares; 2024Q2: 56,952 shares; 2024Q3: 59,080 shares; 2024Q4: 61,396 shares; 2025Q1: 65,262 shares; 2025Q2: 68,627 shares 68,627 $5.53M 0.03% +3,365 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,283 shares; 2023Q4: 8,472 shares; 2024Q1: 6,776 shares; 2024Q2: 65,540 shares; 2024Q3: 64,683 shares; 2024Q4: 66,631 shares; 2025Q1: 74,046 shares; 2025Q2: 72,392 shares 72,392 $5.49M 0.03% -1,654 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 288,590 shares; 2023Q4: 226,295 shares; 2024Q1: 220,072 shares; 2024Q2: 219,958 shares; 2024Q3: 262,971 shares; 2024Q4: 240,999 shares; 2025Q1: 245,827 shares; 2025Q2: 237,437 shares 237,437 $5.46M 0.03% -8,390 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,246 shares; 2023Q4: 2,890 shares; 2024Q1: 2,820 shares; 2024Q2: 16,657 shares; 2024Q3: 16,592 shares; 2024Q4: 19,698 shares; 2025Q1: 20,557 shares; 2025Q2: 22,717 shares 22,717 $5.45M 0.03% +2,160 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,126 shares; 2023Q4: 87,732 shares; 2024Q1: 118,689 shares; 2024Q2: 144,700 shares; 2024Q3: 165,751 shares; 2024Q4: 193,372 shares; 2025Q1: 203,956 shares; 2025Q2: 204,588 shares 204,588 $5.44M 0.03% +632 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; 2023Q3: 8,955 shares; 2023Q4: 9,630 shares; 2024Q1: 9,240 shares; 2024Q2: 22,545 shares; 2024Q3: 22,677 shares; 2024Q4: 22,628 shares; 2025Q1: 26,053 shares; 2025Q2: 22,784 shares 22,784 $5.42M 0.03% -3,269 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 133,474 shares; 2023Q4: 143,385 shares; 2024Q1: 160,362 shares; 2024Q2: 163,334 shares; 2024Q3: 168,570 shares; 2024Q4: 168,889 shares; 2025Q1: 174,067 shares; 2025Q2: 185,402 shares 185,402 $5.4M 0.03% +11,335 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,396 shares; 2023Q4: 36,477 shares; 2024Q1: 35,056 shares; 2024Q2: 40,809 shares; 2024Q3: 41,684 shares; 2024Q4: 42,526 shares; 2025Q1: 42,081 shares; 2025Q2: 46,695 shares 46,695 $5.39M 0.03% +4,614 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; 2023Q3: 23,830 shares; 2023Q4: 25,192 shares; 2024Q1: 22,807 shares; 2024Q2: 38,478 shares; 2024Q3: 40,796 shares; 2024Q4: 40,728 shares; 2025Q1: 46,955 shares; 2025Q2: 43,557 shares 43,557 $5.37M 0.03% -3,398 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 76,840 shares; 2023Q4: 75,054 shares; 2024Q1: 73,634 shares; 2024Q2: 119,793 shares; 2024Q3: 98,045 shares; 2024Q4: 103,653 shares; 2025Q1: 122,800 shares; 2025Q2: 139,607 shares 139,607 $5.36M 0.03% +16,807 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 48,398 shares; 2023Q4: 35,050 shares; 2024Q1: 44,412 shares; 2024Q2: 42,798 shares; 2024Q3: 43,229 shares; 2024Q4: 25,119 shares; 2025Q1: 25,218 shares; 2025Q2: 24,449 shares 24,449 $5.35M 0.03% -769 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,966 shares; 2023Q4: 15,136 shares; 2024Q1: 15,265 shares; 2024Q2: 32,848 shares; 2024Q3: 29,134 shares; 2024Q4: 36,416 shares; 2025Q1: 42,616 shares; 2025Q2: 49,719 shares 49,719 $5.34M 0.03% +7,103 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 106,287 shares; 2023Q4: 109,137 shares; 2024Q1: 75,434 shares; 2024Q2: 58,697 shares; 2024Q3: 57,511 shares; 2024Q4: 53,879 shares; 2025Q1: 40,023 shares; 2025Q2: 39,300 shares 39,300 $5.32M 0.03% -723 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,913 shares; 2023Q4: 9,491 shares; 2024Q1: 9,537 shares; 2024Q2: 15,751 shares; 2024Q3: 16,831 shares; 2024Q4: 17,182 shares; 2025Q1: 18,891 shares; 2025Q2: 17,702 shares 17,702 $5.31M 0.03% -1,189 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37,385 shares; 2024Q2: 65,549 shares; 2024Q3: 76,647 shares; 2024Q4: 86,778 shares; 2025Q1: 100,933 shares; 2025Q2: 111,783 shares 111,783 $5.25M 0.03% +10,850 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,536 shares; 2023Q4: 46,822 shares; 2024Q1: 44,697 shares; 2024Q2: 47,329 shares; 2024Q3: 40,014 shares; 2024Q4: 40,433 shares; 2025Q1: 42,095 shares; 2025Q2: 40,742 shares 40,742 $5.25M 0.03% -1,353 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 277,002 shares; 2023Q4: 261,143 shares; 2024Q1: 273,941 shares; 2024Q2: 210,967 shares; 2024Q3: 138,663 shares; 2024Q4: 142,692 shares; 2025Q1: 179,330 shares; 2025Q2: 125,343 shares 125,343 $5.25M 0.03% -53,987 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; 2023Q3: 18,846 shares; 2023Q4: 28,891 shares; 2024Q1: 31,557 shares; 2024Q2: 94,357 shares; 2024Q3: 97,834 shares; 2024Q4: 72,740 shares; 2025Q1: 77,358 shares; 2025Q2: 83,512 shares 83,512 $5.25M 0.03% +6,154 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,971 shares; 2023Q4: 5,262 shares; 2024Q1: 5,302 shares; 2024Q2: 6,087 shares; 2024Q3: 6,285 shares; 2024Q4: 5,774 shares; 2025Q1: 6,224 shares; 2025Q2: 6,310 shares 6,310 $5.22M 0.03% +86 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; 2023Q3: 1,747 shares; 2023Q4: 2,241 shares; 2024Q1: 2,118 shares; 2024Q2: 5,416 shares; 2024Q3: 7,887 shares; 2024Q4: 11,418 shares; 2025Q1: 11,556 shares; 2025Q2: 12,364 shares 12,364 $5.2M 0.03% +808 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,051 shares; 2023Q4: 12,300 shares; 2024Q1: 12,211 shares; 2024Q2: 16,427 shares; 2024Q3: 17,461 shares; 2024Q4: 18,037 shares; 2025Q1: 19,456 shares; 2025Q2: 20,723 shares 20,723 $5.2M 0.03% +1,267 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,836 shares; 2024Q4: 6,635 shares; 2025Q1: 16,569 shares; 2025Q2: 34,383 shares 34,383 $5.18M 0.03% +17,814 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,558 shares; 2025Q1: 200,635 shares; 2025Q2: 160,659 shares 160,659 $5.14M 0.03% -39,976 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 8 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $5.1M 0.03% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 13,863 shares; 2024Q1: 12,303 shares; 2024Q2: 37,994 shares; 2024Q3: 37,598 shares; 2024Q4: 61,432 shares; 2025Q1: 42,265 shares; 2025Q2: 47,327 shares 47,327 $5.05M 0.03% +5,062 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,772 shares; 2023Q4: 29,627 shares; 2024Q1: 38,520 shares; 2024Q2: 64,041 shares; 2024Q3: 65,904 shares; 2024Q4: 69,819 shares; 2025Q1: 76,791 shares; 2025Q2: 75,052 shares 75,052 $5.03M 0.03% -1,739 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,021 shares; 2023Q4: 19,656 shares; 2024Q1: 12,492 shares; 2024Q2: 18,393 shares; 2024Q3: 14,507 shares; 2024Q4: 23,589 shares; 2025Q1: 19,110 shares; 2025Q2: 17,538 shares 17,538 $5.01M 0.03% -1,572 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,454 shares; 2023Q4: 3,640 shares; 2024Q1: 4,467 shares; 2024Q2: 7,194 shares; 2024Q3: 4,629 shares; 2024Q4: 4,360 shares; 2025Q1: 9,083 shares; 2025Q2: 9,773 shares 9,773 $5.01M 0.03% +690 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,434 shares; 2023Q4: 75,322 shares; 2024Q1: 82,611 shares; 2024Q2: 94,317 shares; 2024Q3: 155,874 shares; 2024Q4: 184,516 shares; 2025Q1: 169,037 shares; 2025Q2: 102,130 shares 102,130 $5.01M 0.03% -66,907 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; 2023Q3: 42,341 shares; 2023Q4: 45,490 shares; 2024Q1: 45,584 shares; 2024Q2: 73,509 shares; 2024Q3: 71,796 shares; 2024Q4: 75,670 shares; 2025Q1: 78,368 shares; 2025Q2: 85,502 shares 85,502 $4.99M 0.03% +7,134 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 173,159 shares; 2023Q4: 189,581 shares; 2024Q1: 172,875 shares; 2024Q2: 202,076 shares; 2024Q3: 129,984 shares; 2024Q4: 147,084 shares; 2025Q1: 149,226 shares; 2025Q2: 158,879 shares 158,879 $4.93M 0.03% +9,653 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; 2023Q3: 9,931 shares; 2023Q4: 10,351 shares; 2024Q1: 10,864 shares; 2024Q2: 15,217 shares; 2024Q3: 16,346 shares; 2024Q4: 18,297 shares; 2025Q1: 17,911 shares; 2025Q2: 19,703 shares 19,703 $4.87M 0.03% +1,792 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 101,082 shares; 2024Q3: 105,735 shares; 2024Q4: 150,381 shares; 2025Q1: 176,231 shares; 2025Q2: 209,321 shares 209,321 $4.87M 0.03% +33,090 DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,151 shares; 2023Q4: 14,317 shares; 2024Q1: 12,025 shares; 2024Q2: 24,338 shares; 2024Q3: 24,069 shares; 2024Q4: 24,149 shares; 2025Q1: 26,802 shares; 2025Q2: 27,910 shares 27,910 $4.87M 0.03% +1,108 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,269 shares; 2024Q3: 7,280 shares; 2024Q4: 7,433 shares; 2025Q1: 8,202 shares; 2025Q2: 9,155 shares 9,155 $4.84M 0.03% +953 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,683 shares; 2023Q4: 13,983 shares; 2024Q1: 17,787 shares; 2024Q2: 57,536 shares; 2024Q3: 61,077 shares; 2024Q4: 60,943 shares; 2025Q1: 62,285 shares; 2025Q2: 62,729 shares 62,729 $4.81M 0.03% +444 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,738 shares; 2023Q4: 93,193 shares; 2024Q1: 124,004 shares; 2024Q2: 184,718 shares; 2024Q3: 103,237 shares; 2024Q4: 105,866 shares; 2025Q1: 186,070 shares; 2025Q2: 217,211 shares 217,211 $4.77M 0.03% +31,141 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,586 shares; 2023Q4: 23,032 shares; 2024Q1: 23,006 shares; 2024Q2: 22,744 shares; 2024Q3: 23,329 shares; 2024Q4: 24,078 shares; 2025Q1: 22,869 shares; 2025Q2: 23,573 shares 23,573 $4.75M 0.03% +704 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; 2023Q3: not reported; 2023Q4: 3,615 shares; 2024Q1: 8,513 shares; 2024Q2: 9,034 shares; 2024Q3: 12,230 shares; 2024Q4: 40,426 shares; 2025Q1: 49,908 shares; 2025Q2: 69,685 shares 69,685 $4.74M 0.03% +19,777 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 53,493 shares; 2025Q1: 84,968 shares; 2025Q2: 96,430 shares 96,430 $4.73M 0.03% +11,462 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,100 shares; 2023Q4: 20,499 shares; 2024Q1: 21,226 shares; 2024Q2: 38,750 shares; 2024Q3: 40,085 shares; 2024Q4: 34,569 shares; 2025Q1: 43,610 shares; 2025Q2: 45,906 shares 45,906 $4.72M 0.03% +2,296 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,803 shares; 2024Q3: 23,762 shares; 2024Q4: 70,772 shares; 2025Q1: 140,527 shares; 2025Q2: 202,734 shares 202,734 $4.71M 0.03% +62,207 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,682 shares; 2023Q4: 49,449 shares; 2024Q1: 82,168 shares; 2024Q2: 71,267 shares; 2024Q3: 73,424 shares; 2024Q4: 74,548 shares; 2025Q1: 94,126 shares; 2025Q2: 88,567 shares 88,567 $4.67M 0.03% -5,559 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,816 shares; 2024Q3: 2,753 shares; 2024Q4: 24,382 shares; 2025Q1: 31,292 shares; 2025Q2: 33,558 shares 33,558 $4.67M 0.03% +2,266 Timeline FIIG 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48,149 shares; 2024Q2: 104,297 shares; 2024Q3: 151,749 shares; 2024Q4: 212,178 shares; 2025Q1: 214,611 shares; 2025Q2: 221,755 shares 221,755 $4.65M 0.03% +7,144 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; 2023Q3: 7,890 shares; 2023Q4: 9,071 shares; 2024Q1: 9,819 shares; 2024Q2: 22,718 shares; 2024Q3: 24,268 shares; 2024Q4: 20,556 shares; 2025Q1: 21,318 shares; 2025Q2: 21,289 shares 21,289 $4.65M 0.03% -29 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,030 shares; 2024Q2: 18,153 shares; 2024Q3: 30,379 shares; 2024Q4: 36,335 shares; 2025Q1: 41,588 shares; 2025Q2: 53,328 shares 53,328 $4.63M 0.03% +11,740 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 90,047 shares; 2023Q4: 93,932 shares; 2024Q1: 60,007 shares; 2024Q2: 58,784 shares; 2024Q3: 58,898 shares; 2024Q4: 58,885 shares; 2025Q1: 58,183 shares; 2025Q2: 60,956 shares 60,956 $4.63M 0.03% +2,773 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; 2023Q3: 59,863 shares; 2023Q4: 73,979 shares; 2024Q1: 72,699 shares; 2024Q2: 72,419 shares; 2024Q3: 74,684 shares; 2024Q4: 224,020 shares; 2025Q1: 203,359 shares; 2025Q2: 189,182 shares 189,182 $4.62M 0.03% -14,177 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,031 shares; 2023Q4: 26,930 shares; 2024Q1: 18,543 shares; 2024Q2: 47,630 shares; 2024Q3: 54,447 shares; 2024Q4: 58,930 shares; 2025Q1: 67,436 shares; 2025Q2: 46,515 shares 46,515 $4.59M 0.03% -20,921 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,207 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75,251 shares; 2024Q3: 72,580 shares; 2024Q4: 73,068 shares; 2025Q1: 66,965 shares; 2025Q2: 66,612 shares 66,612 $4.59M 0.03% -353 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 490,176 shares; 2023Q4: 481,708 shares; 2024Q1: 273,677 shares; 2024Q2: 115,363 shares; 2024Q3: 89,937 shares; 2024Q4: 91,823 shares; 2025Q1: 92,187 shares; 2025Q2: 85,364 shares 85,364 $4.58M 0.03% -6,823 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,650 shares; 2023Q4: 36,854 shares; 2024Q1: 37,232 shares; 2024Q2: 57,288 shares; 2024Q3: 59,908 shares; 2024Q4: 62,097 shares; 2025Q1: 73,101 shares; 2025Q2: 68,886 shares 68,886 $4.57M 0.03% -4,215 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,161 shares; 2023Q4: 71,844 shares; 2024Q1: 37,352 shares; 2024Q2: 41,044 shares; 2024Q3: 62,689 shares; 2024Q4: 88,587 shares; 2025Q1: 91,018 shares; 2025Q2: 96,902 shares 96,902 $4.54M 0.02% +5,884 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; 2023Q3: 29,465 shares; 2023Q4: 84,023 shares; 2024Q1: 36,732 shares; 2024Q2: 43,138 shares; 2024Q3: 48,239 shares; 2024Q4: 53,183 shares; 2025Q1: 50,597 shares; 2025Q2: 65,179 shares 65,179 $4.53M 0.02% +14,582 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; 2023Q3: 40,843 shares; 2023Q4: 50,011 shares; 2024Q1: 41,540 shares; 2024Q2: 41,326 shares; 2024Q3: 46,872 shares; 2024Q4: 54,368 shares; 2025Q1: 75,229 shares; 2025Q2: 89,968 shares 89,968 $4.52M 0.02% +14,739 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 211,771 shares; 2023Q4: 206,972 shares; 2024Q1: 202,595 shares; 2024Q2: 230,283 shares; 2024Q3: 181,636 shares; 2024Q4: 174,393 shares; 2025Q1: 210,656 shares; 2025Q2: 201,636 shares 201,636 $4.52M 0.02% -9,020 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,424 shares; 2023Q4: 4,292 shares; 2024Q1: 5,228 shares; 2024Q2: 72,041 shares; 2024Q3: 78,420 shares; 2024Q4: 76,357 shares; 2025Q1: 79,711 shares; 2025Q2: 87,669 shares 87,669 $4.51M 0.02% +7,958 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 317,749 shares; 2023Q4: 129,455 shares; 2024Q1: 196,329 shares; 2024Q2: 104,307 shares; 2024Q3: 100,687 shares; 2024Q4: 89,544 shares; 2025Q1: 89,622 shares; 2025Q2: 89,496 shares 89,496 $4.51M 0.02% -126 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 164,667 shares; 2023Q4: 165,259 shares; 2024Q1: 149,619 shares; 2024Q2: 175,296 shares; 2024Q3: 158,840 shares; 2024Q4: 140,358 shares; 2025Q1: 161,519 shares; 2025Q2: 153,331 shares 153,331 $4.49M 0.02% -8,188 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,446 shares; 2023Q4: 17,895 shares; 2024Q1: 18,458 shares; 2024Q2: 19,016 shares; 2024Q3: 25,958 shares; 2024Q4: 53,772 shares; 2025Q1: 60,055 shares; 2025Q2: 80,438 shares 80,438 $4.48M 0.02% +20,383 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,560 shares; 2023Q4: 18,372 shares; 2024Q1: 13,885 shares; 2024Q2: 158,801 shares; 2024Q3: 182,825 shares; 2024Q4: 177,718 shares; 2025Q1: 185,321 shares; 2025Q2: 213,735 shares 213,735 $4.47M 0.02% +28,414 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 221,254 shares; 2024Q1: 218,417 shares; 2024Q2: 199,241 shares; 2024Q3: 212,090 shares; 2024Q4: 218,859 shares; 2025Q1: 209,035 shares; 2025Q2: 155,346 shares 155,346 $4.47M 0.02% -53,689 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136,636 shares; 2023Q4: 192,370 shares; 2024Q1: 112,753 shares; 2024Q2: 125,624 shares; 2024Q3: 157,738 shares; 2024Q4: 149,696 shares; 2025Q1: 168,159 shares; 2025Q2: 85,713 shares 85,713 $4.46M 0.02% -82,446 Timeline LGOV 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; 2023Q3: 10,385 shares; 2023Q4: 25,395 shares; 2024Q1: 23,150 shares; 2024Q2: 148,581 shares; 2024Q3: 169,415 shares; 2024Q4: 201,476 shares; 2025Q1: 254,181 shares; 2025Q2: 208,074 shares 208,074 $4.46M 0.02% -46,107 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,793 shares; 2023Q4: 23,904 shares; 2024Q1: 27,149 shares; 2024Q2: 65,189 shares; 2024Q3: 67,525 shares; 2024Q4: 66,017 shares; 2025Q1: 58,290 shares; 2025Q2: 59,659 shares 59,659 $4.43M 0.02% +1,369 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,865 shares; 2023Q4: 116,405 shares; 2024Q1: 172,948 shares; 2024Q2: 200,841 shares; 2024Q3: 176,783 shares; 2024Q4: 197,402 shares; 2025Q1: 181,790 shares; 2025Q2: 179,318 shares 179,318 $4.43M 0.02% -2,472 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,650 shares; 2025Q2: 183,772 shares 183,772 $4.43M 0.02% -2,878 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 87,754 shares; 2023Q4: 84,328 shares; 2024Q1: 76,258 shares; 2024Q2: 76,504 shares; 2024Q3: 64,765 shares; 2024Q4: 52,717 shares; 2025Q1: 49,514 shares; 2025Q2: 47,853 shares 47,853 $4.42M 0.02% -1,661 Timeline SKYY 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; 2023Q3: 26,729 shares; 2023Q4: 29,723 shares; 2024Q1: 33,587 shares; 2024Q2: 37,384 shares; 2024Q3: 38,262 shares; 2024Q4: 38,023 shares; 2025Q1: 38,170 shares; 2025Q2: 36,294 shares 36,294 $4.41M 0.02% -1,876 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,829 shares; 2023Q4: 12,007 shares; 2024Q1: 11,986 shares; 2024Q2: 12,559 shares; 2024Q3: 13,206 shares; 2024Q4: 13,362 shares; 2025Q1: 14,184 shares; 2025Q2: 14,028 shares 14,028 $4.39M 0.02% -156 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,979 shares; 2023Q4: 12,187 shares; 2024Q1: 18,766 shares; 2024Q2: 26,189 shares; 2024Q3: 27,103 shares; 2024Q4: 29,938 shares; 2025Q1: 33,005 shares; 2025Q2: 35,883 shares 35,883 $4.34M 0.02% +2,878 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 93,284 shares; 2023Q4: 141,046 shares; 2024Q1: 147,613 shares; 2024Q2: 108,518 shares; 2024Q3: 109,337 shares; 2024Q4: 115,304 shares; 2025Q1: 106,353 shares; 2025Q2: 110,300 shares 110,300 $4.33M 0.02% +3,947 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,402 shares; 2023Q4: 51,143 shares; 2024Q1: 52,260 shares; 2024Q2: 60,818 shares; 2024Q3: 63,107 shares; 2024Q4: 63,624 shares; 2025Q1: 70,297 shares; 2025Q2: 68,981 shares 68,981 $4.3M 0.02% -1,316 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,692 shares; 2023Q4: 16,031 shares; 2024Q1: 16,616 shares; 2024Q2: 19,727 shares; 2024Q3: 19,782 shares; 2024Q4: 21,926 shares; 2025Q1: 36,676 shares; 2025Q2: 36,152 shares 36,152 $4.3M 0.02% -524 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; 2023Q3: 6,206 shares; 2023Q4: 7,355 shares; 2024Q1: 7,721 shares; 2024Q2: 17,273 shares; 2024Q3: 16,614 shares; 2024Q4: 16,561 shares; 2025Q1: 16,592 shares; 2025Q2: 16,752 shares 16,752 $4.29M 0.02% +160 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,335 shares; 2023Q4: 48,633 shares; 2024Q1: 47,803 shares; 2024Q2: 56,328 shares; 2024Q3: 56,003 shares; 2024Q4: 54,889 shares; 2025Q1: 72,585 shares; 2025Q2: 55,307 shares 55,307 $4.29M 0.02% -17,278 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81,838 shares; 2023Q4: 75,260 shares; 2024Q1: 76,003 shares; 2024Q2: 85,464 shares; 2024Q3: 80,871 shares; 2024Q4: 88,192 shares; 2025Q1: 98,683 shares; 2025Q2: 130,316 shares 130,316 $4.28M 0.02% +31,633 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; 2023Q3: 15,831 shares; 2023Q4: 28,423 shares; 2024Q1: 49,678 shares; 2024Q2: 57,739 shares; 2024Q3: 65,587 shares; 2024Q4: 91,647 shares; 2025Q1: 93,684 shares; 2025Q2: 115,626 shares 115,626 $4.27M 0.02% +21,942 Timeline