VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,843 shares; 2024Q4: 546,796 shares; 2025Q1: 595,694 shares; 2025Q2: 639,303 shares; 2025Q3: 517,458 shares; 2025Q4: 585,411 shares; 2026Q1: 1,084,220 shares; 2026Q2: 1,176,174 shares 1,176,174 $808M 3.76% +91,954 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766,209 shares; 2024Q4: 1,786,651 shares; 2025Q1: 1,657,228 shares; 2025Q2: 1,623,942 shares; 2025Q3: 1,536,816 shares; 2025Q4: 1,672,021 shares; 2026Q1: 2,142,646 shares; 2026Q2: 2,155,331 shares 2,155,331 $624M 2.9% +12,685 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079,749 shares; 2024Q4: 1,966,527 shares; 2025Q1: 1,863,756 shares; 2025Q2: 1,835,796 shares; 2025Q3: 1,804,943 shares; 2025Q4: 1,940,282 shares; 2026Q1: 2,325,513 shares; 2026Q2: 2,578,864 shares 2,578,864 $516M 2.4% +253,351 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,767 shares; 2024Q4: 286,548 shares; 2025Q1: 295,092 shares; 2025Q2: 285,456 shares; 2025Q3: 390,322 shares; 2025Q4: 415,572 shares; 2026Q1: 704,106 shares; 2026Q2: 684,738 shares 684,738 $513M 2.39% -19,368 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,766 shares; 2024Q4: 321,224 shares; 2025Q1: 316,131 shares; 2025Q2: 321,965 shares; 2025Q3: 499,824 shares; 2025Q4: 742,991 shares; 2026Q1: 1,026,467 shares; 2026Q2: 989,592 shares 989,592 $366M 1.7% -36,875 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213,688 shares; 2024Q4: 1,173,738 shares; 2025Q1: 1,137,188 shares; 2025Q2: 1,148,980 shares; 2025Q3: 2,463,192 shares; 2025Q4: 3,037,258 shares; 2026Q1: 4,969,772 shares; 2026Q2: 5,066,216 shares 5,066,216 $361M 1.68% +96,444 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857,840 shares; 2024Q4: 867,344 shares; 2025Q1: 865,127 shares; 2025Q2: 911,360 shares; 2025Q3: 817,059 shares; 2025Q4: 993,992 shares; 2026Q1: 1,316,904 shares; 2026Q2: 1,508,278 shares 1,508,278 $329M 1.53% +191,374 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,238 shares; 2024Q4: 331,491 shares; 2025Q1: 312,694 shares; 2025Q2: 324,941 shares; 2025Q3: 473,296 shares; 2025Q4: 522,057 shares; 2026Q1: 613,960 shares; 2026Q2: 3,787,752 shares 3,787,752 $326M 1.52% +3,173,792 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,463 shares; 2024Q4: 551,174 shares; 2025Q1: 559,579 shares; 2025Q2: 553,440 shares; 2025Q3: 633,768 shares; 2025Q4: 675,655 shares; 2026Q1: 891,062 shares; 2026Q2: 874,315 shares 874,315 $326M 1.52% -16,747 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447,288 shares; 2024Q4: 1,270,028 shares; 2025Q1: 1,250,893 shares; 2025Q2: 1,099,492 shares; 2025Q3: 5,620,346 shares; 2025Q4: 5,975,927 shares; 2026Q1: 5,901,121 shares; 2026Q2: 5,886,102 shares 5,886,102 $261M 1.22% -15,019 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,589 shares; 2024Q4: 628,371 shares; 2025Q1: 603,446 shares; 2025Q2: 595,354 shares; 2025Q3: 552,613 shares; 2025Q4: 554,178 shares; 2026Q1: 742,197 shares; 2026Q2: 3,154,240 shares 3,154,240 $254M 1.18% +2,412,043 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 435,548 shares; 2025Q1: 425,001 shares; 2025Q2: 421,954 shares; 2025Q3: 418,642 shares; 2025Q4: 417,964 shares; 2026Q1: 417,422 shares; 2026Q2: 417,517 shares 417,517 $239M 1.11% +95 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132,620 shares; 2024Q4: 6,184,920 shares; 2025Q1: 5,990,697 shares; 2025Q2: 6,043,038 shares; 2025Q3: 5,996,805 shares; 2025Q4: 6,461,827 shares; 2026Q1: 7,768,711 shares; 2026Q2: 7,813,084 shares 7,813,084 $230M 1.07% +44,373 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801,075 shares; 2024Q4: 3,482,685 shares; 2025Q1: 3,642,930 shares; 2025Q2: 3,651,154 shares; 2025Q3: 3,643,232 shares; 2025Q4: 3,639,546 shares; 2026Q1: 6,701,110 shares; 2026Q2: 6,744,828 shares 6,744,828 $228M 1.06% +43,718 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169,479 shares; 2024Q4: 1,248,014 shares; 2025Q1: 1,243,482 shares; 2025Q2: 1,285,949 shares; 2025Q3: 1,350,877 shares; 2025Q4: 1,727,380 shares; 2026Q1: 2,599,326 shares; 2026Q2: 3,009,938 shares 3,009,938 $221M 1.03% +410,612 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,066 shares; 2024Q4: 471,277 shares; 2025Q1: 518,776 shares; 2025Q2: 487,296 shares; 2025Q3: 448,748 shares; 2025Q4: 464,025 shares; 2026Q1: 617,457 shares; 2026Q2: 608,734 shares 608,734 $218M 1.01% -8,723 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,057 shares; 2024Q4: 555,629 shares; 2025Q1: 548,694 shares; 2025Q2: 570,577 shares; 2025Q3: 562,844 shares; 2025Q4: 650,162 shares; 2026Q1: 1,020,307 shares; 2026Q2: 885,351 shares 885,351 $211M 0.98% -134,956 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,250 shares; 2024Q4: 178,001 shares; 2025Q1: 178,717 shares; 2025Q2: 164,744 shares; 2025Q3: 212,701 shares; 2025Q4: 224,073 shares; 2026Q1: 267,422 shares; 2026Q2: 265,392 shares 265,392 $198M 0.92% -2,030 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,891 shares; 2024Q4: 304,392 shares; 2025Q1: 319,529 shares; 2025Q2: 310,583 shares; 2025Q3: 170,170 shares; 2025Q4: 195,827 shares; 2026Q1: 356,075 shares; 2026Q2: 384,143 shares 384,143 $192M 0.89% +28,068 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,598 shares; 2024Q4: 147,581 shares; 2025Q1: 150,245 shares; 2025Q2: 149,921 shares; 2025Q3: 195,480 shares; 2025Q4: 190,262 shares; 2026Q1: 219,044 shares; 2026Q2: 251,670 shares 251,670 $185M 0.86% +32,626 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,104 shares; 2024Q4: 231,401 shares; 2025Q1: 214,634 shares; 2025Q2: 216,816 shares; 2025Q3: 314,401 shares; 2025Q4: 297,250 shares; 2026Q1: 351,081 shares; 2026Q2: 1,460,176 shares 1,460,176 $181M 0.84% +1,109,095 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,834 shares; 2024Q4: 619,277 shares; 2025Q1: 608,802 shares; 2025Q2: 609,627 shares; 2025Q3: 685,567 shares; 2025Q4: 3,439,520 shares; 2026Q1: 3,715,440 shares; 2026Q2: 3,897,346 shares 3,897,346 $165M 0.77% +181,906 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,200 shares; 2024Q4: 390,506 shares; 2025Q1: 377,421 shares; 2025Q2: 378,389 shares; 2025Q3: 318,277 shares; 2025Q4: 343,656 shares; 2026Q1: 461,949 shares; 2026Q2: 474,800 shares 474,800 $155M 0.72% +12,851 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660,666 shares; 2024Q4: 790,159 shares; 2025Q1: 860,463 shares; 2025Q2: 732,757 shares; 2025Q3: 790,942 shares; 2025Q4: 863,428 shares; 2026Q1: 1,073,317 shares; 2026Q2: 1,190,589 shares 1,190,589 $152M 0.71% +117,272 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,202 shares; 2024Q4: 173,940 shares; 2025Q1: 169,654 shares; 2025Q2: 185,741 shares; 2025Q3: 514,363 shares; 2025Q4: 2,668,454 shares; 2026Q1: 2,801,353 shares; 2026Q2: 2,939,806 shares 2,939,806 $152M 0.71% +138,453 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828,211 shares; 2024Q4: 908,777 shares; 2025Q1: 926,668 shares; 2025Q2: 1,000,054 shares; 2025Q3: 778,826 shares; 2025Q4: 894,760 shares; 2026Q1: 1,511,255 shares; 2026Q2: 1,529,585 shares 1,529,585 $151M 0.7% +18,330 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,894 shares; 2024Q4: 302,512 shares; 2025Q1: 252,375 shares; 2025Q2: 253,328 shares; 2025Q3: 234,116 shares; 2025Q4: 260,403 shares; 2026Q1: 358,212 shares; 2026Q2: 391,561 shares 391,561 $148M 0.69% +33,349 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099,465 shares; 2025Q4: 1,113,464 shares; 2026Q1: 1,090,378 shares; 2026Q2: 1,125,582 shares 1,125,582 $144M 0.67% +35,204 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,321 shares; 2024Q4: 17,778 shares; 2025Q1: 17,785 shares; 2025Q2: 17,907 shares; 2025Q3: 33,214 shares; 2025Q4: 32,446 shares; 2026Q1: 348,994 shares; 2026Q2: 627,286 shares 627,286 $138M 0.64% +278,292 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,731 shares; 2024Q4: 217,641 shares; 2025Q1: 216,341 shares; 2025Q2: 217,893 shares; 2025Q3: 233,331 shares; 2025Q4: 238,418 shares; 2026Q1: 1,356,170 shares; 2026Q2: 1,419,542 shares 1,419,542 $137M 0.64% +63,372 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; 2024Q3: 329,565 shares; 2024Q4: 966,941 shares; 2025Q1: 976,743 shares; 2025Q2: 1,062,422 shares; 2025Q3: 1,149,700 shares; 2025Q4: 1,158,529 shares; 2026Q1: 3,873,113 shares; 2026Q2: 3,917,972 shares 3,917,972 $136M 0.63% +44,859 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,655 shares; 2024Q4: 323,290 shares; 2025Q1: 233,703 shares; 2025Q2: 213,016 shares; 2025Q3: 187,806 shares; 2025Q4: 200,834 shares; 2026Q1: 242,234 shares; 2026Q2: 220,339 shares 220,339 $128M 0.6% -21,895 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,817 shares; 2024Q4: 152,461 shares; 2025Q1: 150,451 shares; 2025Q2: 143,437 shares; 2025Q3: 146,240 shares; 2025Q4: 179,033 shares; 2026Q1: 888,163 shares; 2026Q2: 854,136 shares 854,136 $127M 0.59% -34,027 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,318 shares; 2024Q4: 54,449 shares; 2025Q1: 24,051 shares; 2025Q2: 24,781 shares; 2025Q3: 670,958 shares; 2025Q4: 2,308,892 shares; 2026Q1: 2,490,414 shares; 2026Q2: 2,503,755 shares 2,503,755 $121M 0.56% +13,341 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,930 shares; 2024Q4: 276,789 shares; 2025Q1: 279,477 shares; 2025Q2: 278,828 shares; 2025Q3: 274,483 shares; 2025Q4: 304,599 shares; 2026Q1: 378,858 shares; 2026Q2: 501,401 shares 501,401 $119M 0.55% +122,543 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,030 shares; 2024Q4: 174,114 shares; 2025Q1: 179,115 shares; 2025Q2: 182,722 shares; 2025Q3: 196,157 shares; 2025Q4: 200,801 shares; 2026Q1: 365,929 shares; 2026Q2: 334,171 shares 334,171 $118M 0.55% -31,758 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,211 shares; 2024Q4: 441,659 shares; 2025Q1: 450,720 shares; 2025Q2: 471,266 shares; 2025Q3: 753,717 shares; 2025Q4: 1,117,508 shares; 2026Q1: 2,008,031 shares; 2026Q2: 1,944,050 shares 1,944,050 $116M 0.54% -63,981 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,000 shares; 2024Q4: 222,627 shares; 2025Q1: 247,339 shares; 2025Q2: 224,712 shares; 2025Q3: 193,369 shares; 2025Q4: 197,253 shares; 2026Q1: 315,826 shares; 2026Q2: 319,231 shares 319,231 $110M 0.51% +3,405 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,951 shares; 2024Q4: 61,840 shares; 2025Q1: 52,833 shares; 2025Q2: 41,061 shares; 2025Q3: 911,400 shares; 2025Q4: 847,724 shares; 2026Q1: 1,394,397 shares; 2026Q2: 1,441,791 shares 1,441,791 $109M 0.51% +47,394 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,509 shares; 2024Q4: 396,783 shares; 2025Q1: 388,920 shares; 2025Q2: 390,381 shares; 2025Q3: 457,788 shares; 2025Q4: 507,147 shares; 2026Q1: 1,438,214 shares; 2026Q2: 1,396,856 shares 1,396,856 $108M 0.5% -41,358 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739,314 shares; 2024Q4: 726,396 shares; 2025Q1: 641,560 shares; 2025Q2: 647,336 shares; 2025Q3: 746,115 shares; 2025Q4: 1,285,246 shares; 2026Q1: 1,403,292 shares; 2026Q2: 1,965,098 shares 1,965,098 $106M 0.49% +561,806 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,648 shares; 2024Q4: 127,005 shares; 2025Q1: 120,270 shares; 2025Q2: 131,702 shares; 2025Q3: 119,262 shares; 2025Q4: 115,901 shares; 2026Q1: 271,958 shares; 2026Q2: 186,949 shares 186,949 $105M 0.49% -85,009 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,884 shares; 2024Q4: 256,491 shares; 2025Q1: 270,516 shares; 2025Q2: 282,197 shares; 2025Q3: 1,105,881 shares; 2025Q4: 1,175,610 shares; 2026Q1: 1,227,073 shares; 2026Q2: 1,303,886 shares 1,303,886 $102M 0.47% +76,813 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,551 shares; 2024Q4: 418,294 shares; 2025Q1: 411,965 shares; 2025Q2: 453,038 shares; 2025Q3: 471,410 shares; 2025Q4: 522,292 shares; 2026Q1: 612,936 shares; 2026Q2: 586,022 shares 586,022 $97.1M 0.45% -26,914 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,958 shares; 2024Q4: 118,532 shares; 2025Q1: 113,037 shares; 2025Q2: 99,590 shares; 2025Q3: 377,691 shares; 2025Q4: 3,546,615 shares; 2026Q1: 3,687,349 shares; 2026Q2: 3,653,308 shares 3,653,308 $96.8M 0.45% -34,041 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,936 shares; 2024Q4: 83,323 shares; 2025Q1: 81,955 shares; 2025Q2: 84,855 shares; 2025Q3: 74,248 shares; 2025Q4: 73,542 shares; 2026Q1: 93,986 shares; 2026Q2: 90,687 shares 90,687 $96.6M 0.45% -3,299 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,530 shares; 2024Q4: 108,858 shares; 2025Q1: 108,468 shares; 2025Q2: 114,393 shares; 2025Q3: 2,383,895 shares; 2025Q4: 2,559,282 shares; 2026Q1: 2,596,159 shares; 2026Q2: 2,581,098 shares 2,581,098 $96.2M 0.45% -15,061 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,255 shares; 2024Q4: 498,219 shares; 2025Q1: 484,101 shares; 2025Q2: 492,429 shares; 2025Q3: 562,056 shares; 2025Q4: 614,188 shares; 2026Q1: 877,555 shares; 2026Q2: 987,420 shares 987,420 $95.4M 0.44% +109,865 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,258 shares; 2024Q4: 187,165 shares; 2025Q1: 170,132 shares; 2025Q2: 168,420 shares; 2025Q3: 291,488 shares; 2025Q4: 1,963,369 shares; 2026Q1: 2,149,113 shares; 2026Q2: 2,289,576 shares 2,289,576 $94.4M 0.44% +140,463 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,026 shares; 2024Q4: 269,177 shares; 2025Q1: 316,813 shares; 2025Q2: 287,202 shares; 2025Q3: 267,129 shares; 2025Q4: 267,387 shares; 2026Q1: 366,297 shares; 2026Q2: 365,648 shares 365,648 $92.9M 0.43% -649 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,802 shares; 2024Q4: 747,230 shares; 2025Q1: 787,822 shares; 2025Q2: 806,797 shares; 2025Q3: 1,852,088 shares; 2025Q4: 2,075,239 shares; 2026Q1: 2,191,034 shares; 2026Q2: 2,312,335 shares 2,312,335 $91.4M 0.43% +121,301 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809,664 shares; 2024Q4: 1,518,486 shares; 2025Q1: 1,486,255 shares; 2025Q2: 1,760,024 shares; 2025Q3: 2,814,050 shares; 2025Q4: 2,939,302 shares; 2026Q1: 3,125,753 shares; 2026Q2: 3,171,782 shares 3,171,782 $87.9M 0.41% +46,029 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,904 shares; 2024Q4: 42,550 shares; 2025Q1: 41,766 shares; 2025Q2: 37,278 shares; 2025Q3: 60,367 shares; 2025Q4: 125,796 shares; 2026Q1: 1,281,026 shares; 2026Q2: 979,686 shares 979,686 $87.2M 0.41% -301,340 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,083 shares; 2025Q4: 851,186 shares; 2026Q1: 877,630 shares; 2026Q2: 904,453 shares 904,453 $85.5M 0.4% +26,823 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,672 shares; 2024Q4: 545,336 shares; 2025Q1: 650,574 shares; 2025Q2: 622,460 shares; 2025Q3: 586,946 shares; 2025Q4: 633,779 shares; 2026Q1: 756,078 shares; 2026Q2: 778,307 shares 778,307 $83.8M 0.39% +22,229 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797,774 shares; 2024Q4: 792,120 shares; 2025Q1: 874,873 shares; 2025Q2: 905,461 shares; 2025Q3: 1,037,048 shares; 2025Q4: 1,578,485 shares; 2026Q1: 1,886,147 shares; 2026Q2: 1,989,330 shares 1,989,330 $83M 0.39% +103,183 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,397 shares; 2024Q4: 197,509 shares; 2025Q1: 196,105 shares; 2025Q2: 200,271 shares; 2025Q3: 192,542 shares; 2025Q4: 193,848 shares; 2026Q1: 247,635 shares; 2026Q2: 243,306 shares 243,306 $83M 0.39% -4,329 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925,546 shares; 2025Q4: 993,500 shares; 2026Q1: 934,365 shares; 2026Q2: 926,373 shares 926,373 $82.6M 0.38% -7,992 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,316 shares; 2024Q4: 458,510 shares; 2025Q1: 460,309 shares; 2025Q2: 463,767 shares; 2025Q3: 463,953 shares; 2025Q4: 487,657 shares; 2026Q1: 622,014 shares; 2026Q2: 603,864 shares 603,864 $82.6M 0.38% -18,150 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920,388 shares; 2024Q4: 904,183 shares; 2025Q1: 870,477 shares; 2025Q2: 859,083 shares; 2025Q3: 539,421 shares; 2025Q4: 579,012 shares; 2026Q1: 965,472 shares; 2026Q2: 1,070,367 shares 1,070,367 $81.9M 0.38% +104,895 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,214 shares; 2024Q4: 526,983 shares; 2025Q1: 555,374 shares; 2025Q2: 878,643 shares; 2025Q3: 1,218,458 shares; 2025Q4: 1,305,199 shares; 2026Q1: 1,442,644 shares; 2026Q2: 1,405,234 shares 1,405,234 $81.8M 0.38% -37,410 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,486 shares; 2024Q4: 245,802 shares; 2025Q1: 224,829 shares; 2025Q2: 224,893 shares; 2025Q3: 370,433 shares; 2025Q4: 410,216 shares; 2026Q1: 1,216,807 shares; 2026Q2: 955,564 shares 955,564 $79.2M 0.37% -261,243 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,283 shares; 2024Q4: 14,153 shares; 2025Q1: 14,203 shares; 2025Q2: 13,971 shares; 2025Q3: 83,376 shares; 2025Q4: 1,442,085 shares; 2026Q1: 1,526,055 shares; 2026Q2: 1,502,940 shares 1,502,940 $77.1M 0.36% -23,115 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329,156 shares; 2024Q4: 1,340,463 shares; 2025Q1: 1,365,506 shares; 2025Q2: 1,374,720 shares; 2025Q3: 1,216,153 shares; 2025Q4: 1,319,434 shares; 2026Q1: 1,373,476 shares; 2026Q2: 1,342,005 shares 1,342,005 $73.8M 0.34% -31,471 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509,778 shares; 2024Q4: 518,328 shares; 2025Q1: 467,645 shares; 2025Q2: 490,315 shares; 2025Q3: 411,296 shares; 2025Q4: 438,424 shares; 2026Q1: 565,967 shares; 2026Q2: 592,307 shares 592,307 $73.7M 0.34% +26,340 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,584 shares; 2024Q4: 69,918 shares; 2025Q1: 79,420 shares; 2025Q2: 45,228 shares; 2025Q3: 43,813 shares; 2025Q4: 45,127 shares; 2026Q1: 62,056 shares; 2026Q2: 61,241 shares 61,241 $73.4M 0.34% -815 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,571,911 shares; 2026Q2: 1,560,237 shares 1,560,237 $72.6M 0.34% -11,674 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,401 shares; 2024Q4: 67,934 shares; 2025Q1: 108,477 shares; 2025Q2: 106,975 shares; 2025Q3: 831,445 shares; 2025Q4: 1,703,596 shares; 2026Q1: 1,745,554 shares; 2026Q2: 1,777,623 shares 1,777,623 $72.2M 0.34% +32,069 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,377 shares; 2024Q4: 66,221 shares; 2025Q1: 58,569 shares; 2025Q2: 68,213 shares; 2025Q3: 117,291 shares; 2025Q4: 146,498 shares; 2026Q1: 160,136 shares; 2026Q2: 225,077 shares 225,077 $68.2M 0.32% +64,941 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,403 shares; 2024Q4: 228,865 shares; 2025Q1: 237,169 shares; 2025Q2: 236,665 shares; 2025Q3: 349,198 shares; 2025Q4: 456,336 shares; 2026Q1: 642,634 shares; 2026Q2: 626,173 shares 626,173 $65M 0.3% -16,461 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,455 shares; 2024Q4: 319,866 shares; 2025Q1: 349,746 shares; 2025Q2: 354,270 shares; 2025Q3: 483,862 shares; 2025Q4: 637,156 shares; 2026Q1: 723,325 shares; 2026Q2: 781,601 shares 781,601 $64M 0.3% +58,276 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126,109 shares; 2025Q4: 1,175,744 shares; 2026Q1: 1,184,456 shares; 2026Q2: 1,170,296 shares 1,170,296 $63.7M 0.3% -14,160 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,208 shares; 2024Q4: 5,674 shares; 2025Q1: 5,522 shares; 2025Q2: 5,470 shares; 2025Q3: 6,236 shares; 2025Q4: 13,228 shares; 2026Q1: 15,183 shares; 2026Q2: 173,639 shares 173,639 $63.5M 0.3% +158,456 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,351 shares; 2024Q4: 198,738 shares; 2025Q1: 177,746 shares; 2025Q2: 180,259 shares; 2025Q3: 238,795 shares; 2025Q4: 639,749 shares; 2026Q1: 729,817 shares; 2026Q2: 742,585 shares 742,585 $63.5M 0.3% +12,768 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,334 shares; 2024Q4: 293,411 shares; 2025Q1: 84,282 shares; 2025Q2: 80,810 shares; 2025Q3: 231,623 shares; 2025Q4: 413,095 shares; 2026Q1: 338,727 shares; 2026Q2: 261,551 shares 261,551 $63.4M 0.3% -77,176 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,711 shares; 2024Q4: 124,608 shares; 2025Q1: 114,734 shares; 2025Q2: 95,905 shares; 2025Q3: 191,437 shares; 2025Q4: 556,671 shares; 2026Q1: 640,243 shares; 2026Q2: 617,519 shares 617,519 $63.1M 0.29% -22,724 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,713 shares; 2024Q4: 76,463 shares; 2025Q1: 76,181 shares; 2025Q2: 76,698 shares; 2025Q3: 164,409 shares; 2025Q4: 166,486 shares; 2026Q1: 171,756 shares; 2026Q2: 170,183 shares 170,183 $62.2M 0.29% -1,573 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,696 shares; 2024Q4: 399,031 shares; 2025Q1: 360,189 shares; 2025Q2: 360,231 shares; 2025Q3: 353,759 shares; 2025Q4: 400,253 shares; 2026Q1: 512,345 shares; 2026Q2: 510,885 shares 510,885 $60M 0.28% -1,460 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,195 shares; 2024Q4: 119,289 shares; 2025Q1: 116,005 shares; 2025Q2: 114,232 shares; 2025Q3: 97,531 shares; 2025Q4: 96,862 shares; 2026Q1: 171,696 shares; 2026Q2: 176,755 shares 176,755 $59.9M 0.28% +5,059 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,232 shares; 2024Q4: 121,917 shares; 2025Q1: 120,219 shares; 2025Q2: 120,305 shares; 2025Q3: 129,721 shares; 2025Q4: 129,746 shares; 2026Q1: 151,416 shares; 2026Q2: 162,159 shares 162,159 $59.7M 0.28% +10,743 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,460 shares; 2024Q4: 364,648 shares; 2025Q1: 362,999 shares; 2025Q2: 366,990 shares; 2025Q3: 397,583 shares; 2025Q4: 377,101 shares; 2026Q1: 394,508 shares; 2026Q2: 381,385 shares 381,385 $58.6M 0.27% -13,123 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,453 shares; 2024Q4: 114,427 shares; 2025Q1: 115,420 shares; 2025Q2: 116,486 shares; 2025Q3: 104,284 shares; 2025Q4: 115,133 shares; 2026Q1: 146,399 shares; 2026Q2: 141,523 shares 141,523 $58M 0.27% -4,876 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,826 shares; 2024Q4: 456,031 shares; 2025Q1: 467,823 shares; 2025Q2: 440,330 shares; 2025Q3: 319,995 shares; 2025Q4: 315,181 shares; 2026Q1: 497,476 shares; 2026Q2: 511,640 shares 511,640 $57.9M 0.27% +14,164 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,846 shares; 2024Q4: 322,463 shares; 2025Q1: 242,132 shares; 2025Q2: 239,440 shares; 2025Q3: 242,937 shares; 2025Q4: 233,938 shares; 2026Q1: 253,075 shares; 2026Q2: 482,498 shares 482,498 $56.3M 0.26% +229,423 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,649 shares; 2024Q4: 1,411,442 shares; 2025Q1: 1,308,070 shares; 2025Q2: 1,369,767 shares; 2025Q3: 1,668,220 shares; 2025Q4: 1,538,900 shares; 2026Q1: 1,761,460 shares; 2026Q2: 1,759,557 shares 1,759,557 $55.8M 0.26% -1,903 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,737 shares; 2024Q4: 227,044 shares; 2025Q1: 228,748 shares; 2025Q2: 221,956 shares; 2025Q3: 151,957 shares; 2025Q4: 168,939 shares; 2026Q1: 331,762 shares; 2026Q2: 337,983 shares 337,983 $55.5M 0.26% +6,221 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565,562 shares; 2024Q4: 1,640,241 shares; 2025Q1: 1,595,114 shares; 2025Q2: 1,608,649 shares; 2025Q3: 1,423,977 shares; 2025Q4: 1,375,638 shares; 2026Q1: 1,482,850 shares; 2026Q2: 1,484,018 shares 1,484,018 $54.7M 0.25% +1,168 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; 2024Q3: 768,875 shares; 2024Q4: 739,534 shares; 2025Q1: 768,673 shares; 2025Q2: 801,704 shares; 2025Q3: 855,568 shares; 2025Q4: 895,698 shares; 2026Q1: 954,078 shares; 2026Q2: 999,862 shares 999,862 $54.6M 0.25% +45,784 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,149 shares; 2024Q4: 25,401 shares; 2025Q1: 10,372 shares; 2025Q2: 10,094 shares; 2025Q3: 12,759 shares; 2025Q4: 174,191 shares; 2026Q1: 141,446 shares; 2026Q2: 125,851 shares 125,851 $53.7M 0.25% -15,595 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,764 shares; 2024Q4: 525,711 shares; 2025Q1: 477,847 shares; 2025Q2: 514,995 shares; 2025Q3: 779,949 shares; 2025Q4: 847,429 shares; 2026Q1: 989,502 shares; 2026Q2: 1,057,630 shares 1,057,630 $53.5M 0.25% +68,128 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,878 shares; 2024Q4: 235,509 shares; 2025Q1: 233,443 shares; 2025Q2: 228,171 shares; 2025Q3: 227,071 shares; 2025Q4: 229,437 shares; 2026Q1: 267,243 shares; 2026Q2: 336,885 shares 336,885 $53.2M 0.25% +69,642 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,984 shares; 2024Q4: 212,381 shares; 2025Q1: 212,634 shares; 2025Q2: 208,002 shares; 2025Q3: 195,516 shares; 2025Q4: 203,929 shares; 2026Q1: 226,537 shares; 2026Q2: 188,254 shares 188,254 $52.9M 0.25% -38,283 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,311 shares; 2026Q1: 752,651 shares; 2026Q2: 785,013 shares 785,013 $52.2M 0.24% +32,362 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,734 shares; 2024Q4: 394,496 shares; 2025Q1: 439,859 shares; 2025Q2: 429,983 shares; 2025Q3: 446,312 shares; 2025Q4: 475,841 shares; 2026Q1: 709,422 shares; 2026Q2: 917,272 shares 917,272 $51.8M 0.24% +207,850 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,802 shares; 2024Q4: 39,404 shares; 2025Q1: 35,287 shares; 2025Q2: 36,228 shares; 2025Q3: 42,840 shares; 2025Q4: 48,952 shares; 2026Q1: 54,534 shares; 2026Q2: 53,536 shares 53,536 $50.1M 0.23% -998 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,320 shares; 2024Q4: 62,540 shares; 2025Q1: 76,275 shares; 2025Q2: 91,243 shares; 2025Q3: 220,206 shares; 2025Q4: 853,016 shares; 2026Q1: 917,818 shares; 2026Q2: 1,045,893 shares 1,045,893 $49.9M 0.23% +128,075 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,743 shares; 2024Q4: 123,586 shares; 2025Q1: 123,186 shares; 2025Q2: 127,355 shares; 2025Q3: 128,690 shares; 2025Q4: 152,942 shares; 2026Q1: 200,691 shares; 2026Q2: 195,761 shares 195,761 $49.3M 0.23% -4,930 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,341 shares; 2024Q4: 150,863 shares; 2025Q1: 153,461 shares; 2025Q2: 147,497 shares; 2025Q3: 134,683 shares; 2025Q4: 132,133 shares; 2026Q1: 169,640 shares; 2026Q2: 139,098 shares 139,098 $49.1M 0.23% -30,542 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,289 shares; 2025Q4: 1,133,875 shares; 2026Q1: 1,134,670 shares; 2026Q2: 1,182,158 shares 1,182,158 $48.8M 0.23% +47,488 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,310 shares; 2024Q4: 163,678 shares; 2025Q1: 169,671 shares; 2025Q2: 165,476 shares; 2025Q3: 165,247 shares; 2025Q4: 457,299 shares; 2026Q1: 283,133 shares; 2026Q2: 227,908 shares 227,908 $48.5M 0.23% -55,225 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,999 shares; 2024Q4: 268,682 shares; 2025Q1: 279,488 shares; 2025Q2: 279,731 shares; 2025Q3: 248,691 shares; 2025Q4: 302,659 shares; 2026Q1: 348,309 shares; 2026Q2: 351,931 shares 351,931 $48.4M 0.23% +3,622 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,203 shares; 2024Q4: 59,986 shares; 2025Q1: 61,601 shares; 2025Q2: 70,430 shares; 2025Q3: 84,572 shares; 2025Q4: 88,499 shares; 2026Q1: 120,931 shares; 2026Q2: 115,014 shares 115,014 $48.4M 0.23% -5,917 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,356 shares; 2024Q4: 59,105 shares; 2025Q1: 60,646 shares; 2025Q2: 60,431 shares; 2025Q3: 71,353 shares; 2025Q4: 82,694 shares; 2026Q1: 122,749 shares; 2026Q2: 115,374 shares 115,374 $48M 0.22% -7,375 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,382 shares; 2024Q4: 94,638 shares; 2025Q1: 93,372 shares; 2025Q2: 101,497 shares; 2025Q3: 99,499 shares; 2025Q4: 157,913 shares; 2026Q1: 179,371 shares; 2026Q2: 196,061 shares 196,061 $47.6M 0.22% +16,690 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,523 shares; 2024Q4: 235,878 shares; 2025Q1: 278,351 shares; 2025Q2: 285,720 shares; 2025Q3: 284,213 shares; 2025Q4: 290,400 shares; 2026Q1: 367,061 shares; 2026Q2: 363,066 shares 363,066 $46.7M 0.22% -3,995 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,747 shares; 2024Q4: 120,279 shares; 2025Q1: 124,209 shares; 2025Q2: 115,177 shares; 2025Q3: 223,069 shares; 2025Q4: 225,933 shares; 2026Q1: 253,533 shares; 2026Q2: 252,107 shares 252,107 $45.6M 0.21% -1,426 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; 2024Q3: 607,732 shares; 2024Q4: 588,508 shares; 2025Q1: 554,485 shares; 2025Q2: 597,781 shares; 2025Q3: 1,457,713 shares; 2025Q4: 1,476,212 shares; 2026Q1: 1,556,314 shares; 2026Q2: 1,510,702 shares 1,510,702 $45.6M 0.21% -45,612 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,051 shares; 2024Q4: 140,164 shares; 2025Q1: 117,124 shares; 2025Q2: 117,568 shares; 2025Q3: 407,661 shares; 2025Q4: 658,052 shares; 2026Q1: 791,394 shares; 2026Q2: 900,196 shares 900,196 $45.4M 0.21% +108,802 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,892 shares; 2024Q4: 42,553 shares; 2025Q1: 42,500 shares; 2025Q2: 43,119 shares; 2025Q3: 36,502 shares; 2025Q4: 120,985 shares; 2026Q1: 132,677 shares; 2026Q2: 131,871 shares 131,871 $45.2M 0.21% -806 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,267 shares; 2024Q4: 197,774 shares; 2025Q1: 201,037 shares; 2025Q2: 201,943 shares; 2025Q3: 179,315 shares; 2025Q4: 231,276 shares; 2026Q1: 277,249 shares; 2026Q2: 409,360 shares 409,360 $43.5M 0.2% +132,111 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569,462 shares; 2024Q4: 547,524 shares; 2025Q1: 585,553 shares; 2025Q2: 585,057 shares; 2025Q3: 491,437 shares; 2025Q4: 527,582 shares; 2026Q1: 880,195 shares; 2026Q2: 839,386 shares 839,386 $43.5M 0.2% -40,809 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 428,134 shares; 2025Q3: 1,506,703 shares; 2025Q4: 1,543,496 shares; 2026Q1: 1,561,288 shares; 2026Q2: 1,550,326 shares 1,550,326 $42.4M 0.2% -10,962 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,749 shares; 2024Q4: 184,179 shares; 2025Q1: 228,390 shares; 2025Q2: 188,423 shares; 2025Q3: 158,149 shares; 2025Q4: 157,791 shares; 2026Q1: 210,818 shares; 2026Q2: 219,131 shares 219,131 $41.6M 0.19% +8,313 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,707 shares; 2025Q3: 435,341 shares; 2025Q4: 464,397 shares; 2026Q1: 453,616 shares; 2026Q2: 429,143 shares 429,143 $41.4M 0.19% -24,473 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,761 shares; 2024Q4: 87,818 shares; 2025Q1: 82,408 shares; 2025Q2: 80,608 shares; 2025Q3: 8,398 shares; 2025Q4: 7,022 shares; 2026Q1: 94,646 shares; 2026Q2: 469,236 shares 469,236 $41.3M 0.19% +374,590 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,575 shares; 2024Q4: 409,224 shares; 2025Q1: 399,133 shares; 2025Q2: 404,731 shares; 2025Q3: 375,019 shares; 2025Q4: 382,789 shares; 2026Q1: 510,074 shares; 2026Q2: 490,085 shares 490,085 $40.5M 0.19% -19,989 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,791 shares; 2024Q4: 77,579 shares; 2025Q1: 80,743 shares; 2025Q2: 81,732 shares; 2025Q3: 73,369 shares; 2025Q4: 79,814 shares; 2026Q1: 164,901 shares; 2026Q2: 132,878 shares 132,878 $39.9M 0.19% -32,023 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425,572 shares; 2026Q2: 1,321,897 shares 1,321,897 $39.7M 0.18% +896,325 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121,845 shares; 2024Q4: 1,307,190 shares; 2025Q1: 1,811,079 shares; 2025Q2: 1,185,466 shares; 2025Q3: 1,803,506 shares; 2025Q4: 1,665,104 shares; 2026Q1: 1,922,976 shares; 2026Q2: 2,065,797 shares 2,065,797 $39.5M 0.18% +142,821 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,588 shares; 2024Q4: 92,202 shares; 2025Q1: 92,749 shares; 2025Q2: 87,981 shares; 2025Q3: 78,603 shares; 2025Q4: 79,370 shares; 2026Q1: 114,444 shares; 2026Q2: 108,053 shares 108,053 $39.1M 0.18% -6,391 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,134 shares; 2024Q4: 62,218 shares; 2025Q1: 58,654 shares; 2025Q2: 64,069 shares; 2025Q3: 206,765 shares; 2025Q4: 214,788 shares; 2026Q1: 368,679 shares; 2026Q2: 375,356 shares 375,356 $38.6M 0.18% +6,677 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,674 shares; 2024Q4: 83,547 shares; 2025Q1: 84,316 shares; 2025Q2: 85,373 shares; 2025Q3: 81,023 shares; 2025Q4: 146,169 shares; 2026Q1: 164,883 shares; 2026Q2: 166,410 shares 166,410 $37.8M 0.18% +1,527 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,021 shares; 2025Q1: 2,814 shares; 2025Q2: 7,000 shares; 2025Q3: 6,377 shares; 2025Q4: 5,473 shares; 2026Q1: 6,998 shares; 2026Q2: 73,306 shares 73,306 $37.8M 0.18% +66,308 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,765 shares; 2024Q4: 46,351 shares; 2025Q1: 47,158 shares; 2025Q2: 45,189 shares; 2025Q3: 42,785 shares; 2025Q4: 55,694 shares; 2026Q1: 74,852 shares; 2026Q2: 72,500 shares 72,500 $37.2M 0.17% -2,352 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,524 shares; 2024Q4: 170,385 shares; 2025Q1: 275,495 shares; 2025Q2: 298,896 shares; 2025Q3: 341,693 shares; 2025Q4: 344,839 shares; 2026Q1: 385,215 shares; 2026Q2: 343,233 shares 343,233 $36.5M 0.17% -41,982 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,889 shares; 2024Q4: 14,874 shares; 2025Q1: 17,475 shares; 2025Q2: 17,726 shares; 2025Q3: 20,643 shares; 2025Q4: 28,808 shares; 2026Q1: 78,912 shares; 2026Q2: 76,412 shares 76,412 $36.5M 0.17% -2,500 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,470 shares; 2024Q4: 886,128 shares; 2025Q1: 855,785 shares; 2025Q2: 818,622 shares; 2025Q3: 827,952 shares; 2025Q4: 853,528 shares; 2026Q1: 1,044,296 shares; 2026Q2: 997,223 shares 997,223 $36M 0.17% -47,073 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,138 shares; 2024Q4: 221,322 shares; 2025Q1: 246,901 shares; 2025Q2: 219,159 shares; 2025Q3: 210,680 shares; 2025Q4: 265,274 shares; 2026Q1: 318,067 shares; 2026Q2: 323,153 shares 323,153 $35.7M 0.17% +5,086 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,616 shares; 2024Q4: 102,504 shares; 2025Q1: 114,729 shares; 2025Q2: 119,245 shares; 2025Q3: 124,956 shares; 2025Q4: 126,118 shares; 2026Q1: 134,031 shares; 2026Q2: 138,312 shares 138,312 $35.2M 0.16% +4,281 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,415 shares; 2026Q1: 1,067,012 shares; 2026Q2: 1,124,767 shares 1,124,767 $34.4M 0.16% +57,755 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,969 shares; 2024Q4: 118,830 shares; 2025Q1: 111,733 shares; 2025Q2: 112,045 shares; 2025Q3: 98,229 shares; 2025Q4: 100,445 shares; 2026Q1: 181,752 shares; 2026Q2: 185,650 shares 185,650 $34.3M 0.16% +3,898 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,791 shares; 2024Q4: 50,399 shares; 2025Q1: 41,284 shares; 2025Q2: 39,527 shares; 2025Q3: 10,162 shares; 2025Q4: 10,632 shares; 2026Q1: 80,954 shares; 2026Q2: 79,042 shares 79,042 $34.1M 0.16% -1,912 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,455 shares; 2024Q4: 142,550 shares; 2025Q1: 136,720 shares; 2025Q2: 148,832 shares; 2025Q3: 127,334 shares; 2025Q4: 130,792 shares; 2026Q1: 159,181 shares; 2026Q2: 169,698 shares 169,698 $33.5M 0.16% +10,517 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,008 shares; 2025Q1: 76,570 shares; 2025Q2: 70,239 shares; 2025Q3: 49,763 shares; 2025Q4: 61,893 shares; 2026Q1: 78,835 shares; 2026Q2: 77,136 shares 77,136 $33.4M 0.16% -1,699 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512,895 shares; 2024Q4: 489,207 shares; 2025Q1: 475,689 shares; 2025Q2: 485,540 shares; 2025Q3: 496,212 shares; 2025Q4: 489,597 shares; 2026Q1: 621,837 shares; 2026Q2: 585,316 shares 585,316 $33.4M 0.16% -36,521 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; 2024Q3: 188,080 shares; 2024Q4: 194,017 shares; 2025Q1: 212,993 shares; 2025Q2: 208,772 shares; 2025Q3: 1,113,302 shares; 2025Q4: 912,614 shares; 2026Q1: 815,577 shares; 2026Q2: 848,190 shares 848,190 $32.9M 0.15% +32,613 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,091 shares; 2024Q4: 40,857 shares; 2025Q1: 62,820 shares; 2025Q2: 64,686 shares; 2025Q3: 80,436 shares; 2025Q4: 111,407 shares; 2026Q1: 116,807 shares; 2026Q2: 261,635 shares 261,635 $32.6M 0.15% +144,828 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,180 shares; 2024Q4: 373,251 shares; 2025Q1: 364,724 shares; 2025Q2: 355,094 shares; 2025Q3: 293,694 shares; 2025Q4: 307,724 shares; 2026Q1: 455,470 shares; 2026Q2: 431,181 shares 431,181 $32.6M 0.15% -24,289 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632,422 shares; 2024Q4: 628,445 shares; 2025Q1: 553,718 shares; 2025Q2: 548,406 shares; 2025Q3: 595,885 shares; 2025Q4: 606,046 shares; 2026Q1: 605,833 shares; 2026Q2: 751,387 shares 751,387 $32.1M 0.15% +145,554 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,447 shares; 2024Q4: 346,463 shares; 2025Q1: 292,111 shares; 2025Q2: 281,313 shares; 2025Q3: 275,696 shares; 2025Q4: 277,690 shares; 2026Q1: 388,392 shares; 2026Q2: 389,645 shares 389,645 $31.7M 0.15% +1,253 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,408 shares; 2024Q4: 222,810 shares; 2025Q1: 232,352 shares; 2025Q2: 221,549 shares; 2025Q3: 132,198 shares; 2025Q4: 143,688 shares; 2026Q1: 242,447 shares; 2026Q2: 233,024 shares 233,024 $31.6M 0.15% -9,423 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,519 shares; 2026Q1: 9,909 shares; 2026Q2: 786,045 shares 786,045 $31.5M 0.15% +776,136 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,112 shares; 2024Q4: 345,722 shares; 2025Q1: 380,146 shares; 2025Q2: 354,556 shares; 2025Q3: 199,137 shares; 2025Q4: 163,689 shares; 2026Q1: 284,539 shares; 2026Q2: 214,501 shares 214,501 $31.5M 0.15% -70,038 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390,217 shares; 2025Q4: 390,220 shares; 2026Q1: 392,054 shares; 2026Q2: 391,778 shares 391,778 $31.5M 0.15% -276 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,820 shares; 2024Q4: 16,890 shares; 2025Q1: 124,018 shares; 2025Q2: 158,510 shares; 2025Q3: 222,089 shares; 2025Q4: 284,739 shares; 2026Q1: 350,665 shares; 2026Q2: 380,053 shares 380,053 $31.4M 0.15% +29,388 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,053 shares; 2024Q4: 594,395 shares; 2025Q1: 654,824 shares; 2025Q2: 681,404 shares; 2025Q3: 368,927 shares; 2025Q4: 447,607 shares; 2026Q1: 847,189 shares; 2026Q2: 841,619 shares 841,619 $31.3M 0.15% -5,570 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,994 shares; 2024Q4: 54,847 shares; 2025Q1: 48,917 shares; 2025Q2: 51,254 shares; 2025Q3: 42,196 shares; 2025Q4: 45,162 shares; 2026Q1: 59,058 shares; 2026Q2: 61,354 shares 61,354 $31.3M 0.15% +2,296 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,400 shares; 2024Q4: 110,161 shares; 2025Q1: 106,534 shares; 2025Q2: 106,361 shares; 2025Q3: 87,899 shares; 2025Q4: 88,546 shares; 2026Q1: 121,670 shares; 2026Q2: 115,144 shares 115,144 $31.1M 0.14% -6,526 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,333 shares; 2024Q4: 20,529 shares; 2025Q1: 21,351 shares; 2025Q2: 19,615 shares; 2025Q3: 15,810 shares; 2025Q4: 20,548 shares; 2026Q1: 31,871 shares; 2026Q2: 26,696 shares 26,696 $30.7M 0.14% -5,175 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,555 shares; 2024Q4: 78,081 shares; 2025Q1: 76,219 shares; 2025Q2: 77,582 shares; 2025Q3: 71,553 shares; 2025Q4: 76,523 shares; 2026Q1: 90,989 shares; 2026Q2: 90,500 shares 90,500 $30.6M 0.14% -489 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,189 shares; 2024Q4: 727,966 shares; 2025Q1: not reported; 2025Q2: 583,077 shares; 2025Q3: 627,048 shares; 2025Q4: 632,834 shares; 2026Q1: 802,248 shares; 2026Q2: 823,566 shares 823,566 $30.3M 0.14% +21,318 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,319 shares; 2024Q4: 7,170 shares; 2025Q1: 6,585 shares; 2025Q2: 6,225 shares; 2025Q3: 95,498 shares; 2025Q4: 117,793 shares; 2026Q1: 177,705 shares; 2026Q2: 184,713 shares 184,713 $30.2M 0.14% +7,008 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,457 shares; 2024Q4: 82,179 shares; 2025Q1: 78,258 shares; 2025Q2: 78,529 shares; 2025Q3: 80,322 shares; 2025Q4: 86,658 shares; 2026Q1: 88,753 shares; 2026Q2: 87,869 shares 87,869 $30.2M 0.14% -884 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,859 shares; 2025Q3: 565,220 shares; 2025Q4: 745,742 shares; 2026Q1: 1,011,074 shares; 2026Q2: 1,086,840 shares 1,086,840 $29.9M 0.14% +75,766 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,451 shares; 2024Q4: 41,274 shares; 2025Q1: 42,350 shares; 2025Q2: 42,713 shares; 2025Q3: 49,040 shares; 2025Q4: 49,247 shares; 2026Q1: 75,685 shares; 2026Q2: 87,379 shares 87,379 $29.8M 0.14% +11,694 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,830 shares; 2024Q4: 231,392 shares; 2025Q1: 245,933 shares; 2025Q2: 253,403 shares; 2025Q3: 289,108 shares; 2025Q4: 329,494 shares; 2026Q1: 359,241 shares; 2026Q2: 361,150 shares 361,150 $29.7M 0.14% +1,909 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,972 shares; 2024Q4: 219,019 shares; 2025Q1: 203,148 shares; 2025Q2: 203,743 shares; 2025Q3: 17,190 shares; 2025Q4: 17,066 shares; 2026Q1: 183,332 shares; 2026Q2: 181,191 shares 181,191 $29.6M 0.14% -2,141 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,428 shares; 2024Q4: 79,945 shares; 2025Q1: 80,886 shares; 2025Q2: 83,087 shares; 2025Q3: 70,918 shares; 2025Q4: 72,212 shares; 2026Q1: 88,735 shares; 2026Q2: 93,904 shares 93,904 $28.7M 0.13% +5,169 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,924 shares; 2024Q4: 28,582 shares; 2025Q1: 31,097 shares; 2025Q2: 32,505 shares; 2025Q3: 28,095 shares; 2025Q4: 29,535 shares; 2026Q1: 39,564 shares; 2026Q2: 37,400 shares 37,400 $28.5M 0.13% -2,164 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,125 shares; 2024Q4: 117,829 shares; 2025Q1: 105,450 shares; 2025Q2: 99,382 shares; 2025Q3: 113,276 shares; 2025Q4: 273,445 shares; 2026Q1: 303,877 shares; 2026Q2: 295,599 shares 295,599 $28.5M 0.13% -8,278 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535,726 shares; 2026Q1: 541,505 shares; 2026Q2: 550,566 shares 550,566 $28.4M 0.13% +9,061 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,095 shares; 2024Q4: 168,651 shares; 2025Q1: 171,506 shares; 2025Q2: 164,172 shares; 2025Q3: 318,887 shares; 2025Q4: 354,287 shares; 2026Q1: 380,245 shares; 2026Q2: 393,180 shares 393,180 $28.3M 0.13% +12,935 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,633 shares; 2024Q4: 29,634 shares; 2025Q1: 35,291 shares; 2025Q2: 50,468 shares; 2025Q3: 55,265 shares; 2025Q4: 58,115 shares; 2026Q1: 246,296 shares; 2026Q2: 286,697 shares 286,697 $28.2M 0.13% +40,401 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531,591 shares; 2024Q4: 961,294 shares; 2025Q1: 1,516,806 shares; 2025Q2: 909,383 shares; 2025Q3: 952,228 shares; 2025Q4: 960,553 shares; 2026Q1: 1,174,349 shares; 2026Q2: 1,161,607 shares 1,161,607 $28M 0.13% -12,742 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,374 shares; 2025Q3: 638,518 shares; 2025Q4: 641,378 shares; 2026Q1: 656,738 shares; 2026Q2: 651,051 shares 651,051 $27.6M 0.13% -5,687 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,750 shares; 2024Q4: 265,471 shares; 2025Q1: 250,446 shares; 2025Q2: 216,347 shares; 2025Q3: 155,403 shares; 2025Q4: 145,725 shares; 2026Q1: 205,363 shares; 2026Q2: 195,275 shares 195,275 $27.3M 0.13% -10,088 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,399 shares; 2024Q4: 12,239 shares; 2025Q1: 15,669 shares; 2025Q2: 158,503 shares; 2025Q3: 492,243 shares; 2025Q4: 518,631 shares; 2026Q1: 500,718 shares; 2026Q2: 507,466 shares 507,466 $26.6M 0.12% +6,748 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,805 shares; 2024Q4: 45,742 shares; 2025Q1: 69,969 shares; 2025Q2: 73,790 shares; 2025Q3: 62,987 shares; 2025Q4: 66,412 shares; 2026Q1: 93,550 shares; 2026Q2: 101,329 shares 101,329 $26.4M 0.12% +7,779 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,318 shares; 2024Q4: 268,284 shares; 2025Q1: 310,612 shares; 2025Q2: 335,129 shares; 2025Q3: 391,983 shares; 2025Q4: 439,525 shares; 2026Q1: 505,725 shares; 2026Q2: 526,396 shares 526,396 $26.3M 0.12% +20,671 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,464 shares; 2025Q3: 106,231 shares; 2025Q4: 173,436 shares; 2026Q1: 382,630 shares; 2026Q2: 531,686 shares 531,686 $26.2M 0.12% +149,056 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,109 shares; 2024Q4: 38,949 shares; 2025Q1: 37,109 shares; 2025Q2: 37,720 shares; 2025Q3: 40,776 shares; 2025Q4: 93,624 shares; 2026Q1: 129,822 shares; 2026Q2: 137,315 shares 137,315 $26.2M 0.12% +7,493 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,948 shares; 2024Q4: 90,349 shares; 2025Q1: 78,091 shares; 2025Q2: 79,664 shares; 2025Q3: 521,118 shares; 2025Q4: 563,052 shares; 2026Q1: 616,667 shares; 2026Q2: 644,490 shares 644,490 $25.9M 0.12% +27,823 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,251 shares; 2024Q4: 12,715 shares; 2025Q1: 131,078 shares; 2025Q2: 167,812 shares; 2025Q3: 285,413 shares; 2025Q4: 281,622 shares; 2026Q1: 309,853 shares; 2026Q2: 320,622 shares 320,622 $25.3M 0.12% +10,769 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,676 shares; 2024Q4: 51,584 shares; 2025Q1: 48,120 shares; 2025Q2: 48,430 shares; 2025Q3: 52,566 shares; 2025Q4: 53,939 shares; 2026Q1: 70,470 shares; 2026Q2: 67,608 shares 67,608 $25.3M 0.12% -2,862 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,221 shares; 2024Q4: 115,318 shares; 2025Q1: 114,562 shares; 2025Q2: 111,358 shares; 2025Q3: 65,616 shares; 2025Q4: 65,534 shares; 2026Q1: 121,178 shares; 2026Q2: 114,319 shares 114,319 $25.2M 0.12% -6,859 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,150 shares; 2024Q4: 204,850 shares; 2025Q1: 180,550 shares; 2025Q2: 162,100 shares; 2025Q3: 1,269,237 shares; 2025Q4: 1,276,259 shares; 2026Q1: 1,323,625 shares; 2026Q2: 1,332,949 shares 1,332,949 $25.2M 0.12% +9,324 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,985 shares; 2024Q4: 73,004 shares; 2025Q1: 69,307 shares; 2025Q2: 62,724 shares; 2025Q3: 59,918 shares; 2025Q4: 71,243 shares; 2026Q1: 100,846 shares; 2026Q2: 114,008 shares 114,008 $24.7M 0.11% +13,162 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,791 shares; 2024Q4: 273,707 shares; 2025Q1: 272,910 shares; 2025Q2: 267,811 shares; 2025Q3: 368,461 shares; 2025Q4: 852,933 shares; 2026Q1: 928,339 shares; 2026Q2: 936,661 shares 936,661 $24.5M 0.11% +8,322 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,564 shares; 2024Q4: 18,227 shares; 2025Q1: 15,794 shares; 2025Q2: 14,696 shares; 2025Q3: 314,014 shares; 2025Q4: 367,745 shares; 2026Q1: 393,686 shares; 2026Q2: 410,947 shares 410,947 $24.2M 0.11% +17,261 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,630 shares; 2024Q4: 5,378 shares; 2025Q1: 5,881 shares; 2025Q2: 5,519 shares; 2025Q3: 5,073 shares; 2025Q4: 25,543 shares; 2026Q1: 41,572 shares; 2026Q2: 244,068 shares 244,068 $24.2M 0.11% +202,496 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,827 shares; 2024Q4: 202,140 shares; 2025Q1: 199,640 shares; 2025Q2: 196,074 shares; 2025Q3: 611,283 shares; 2025Q4: 1,002,656 shares; 2026Q1: 951,961 shares; 2026Q2: 836,559 shares 836,559 $24.2M 0.11% -115,402 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393,370 shares; 2026Q1: 398,330 shares; 2026Q2: 391,330 shares 391,330 $23.9M 0.11% -7,000 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,584 shares; 2024Q4: 213,632 shares; 2025Q1: 314,771 shares; 2025Q2: 210,091 shares; 2025Q3: 177,114 shares; 2025Q4: 173,494 shares; 2026Q1: 253,417 shares; 2026Q2: 245,477 shares 245,477 $23.6M 0.11% -7,940 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,144 shares; 2024Q4: 149,653 shares; 2025Q1: 187,014 shares; 2025Q2: 157,750 shares; 2025Q3: 163,886 shares; 2025Q4: 160,198 shares; 2026Q1: 165,908 shares; 2026Q2: 159,979 shares 159,979 $23.4M 0.11% -5,929 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310,558 shares; 2026Q1: 323,653 shares; 2026Q2: 334,902 shares 334,902 $23.4M 0.11% +11,249 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,338 shares; 2024Q4: 41,799 shares; 2025Q1: 75,767 shares; 2025Q2: 81,645 shares; 2025Q3: 186,055 shares; 2025Q4: 138,106 shares; 2026Q1: 187,708 shares; 2026Q2: 217,631 shares 217,631 $23.4M 0.11% +29,923 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,031 shares; 2024Q4: 76,288 shares; 2025Q1: 115,454 shares; 2025Q2: 114,213 shares; 2025Q3: 70,110 shares; 2025Q4: 92,267 shares; 2026Q1: 513,697 shares; 2026Q2: 560,340 shares 560,340 $23.2M 0.11% +46,643 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,257 shares; 2024Q4: 55,527 shares; 2025Q1: 60,113 shares; 2025Q2: 57,147 shares; 2025Q3: 56,189 shares; 2025Q4: 57,776 shares; 2026Q1: 114,217 shares; 2026Q2: 130,700 shares 130,700 $23.1M 0.11% +16,483 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,904 shares; 2024Q4: 160,881 shares; 2025Q1: 161,892 shares; 2025Q2: 148,771 shares; 2025Q3: 103,616 shares; 2025Q4: 116,400 shares; 2026Q1: 233,609 shares; 2026Q2: 274,906 shares 274,906 $23M 0.11% +41,297 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,776 shares; 2024Q4: 284,611 shares; 2025Q1: 284,505 shares; 2025Q2: 277,911 shares; 2025Q3: 370,304 shares; 2025Q4: 367,739 shares; 2026Q1: 387,673 shares; 2026Q2: 385,923 shares 385,923 $22.3M 0.1% -1,750 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,673 shares; 2024Q4: 50,469 shares; 2025Q1: 45,704 shares; 2025Q2: 45,691 shares; 2025Q3: 236,772 shares; 2025Q4: 605,033 shares; 2026Q1: 604,801 shares; 2026Q2: 603,863 shares 603,863 $22.2M 0.1% -938 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,893 shares; 2024Q4: 14,906 shares; 2025Q1: 14,609 shares; 2025Q2: 14,501 shares; 2025Q3: 18,167 shares; 2025Q4: 18,697 shares; 2026Q1: 22,951 shares; 2026Q2: 183,754 shares 183,754 $22M 0.1% +160,803 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,757 shares; 2024Q4: 54,676 shares; 2025Q1: 54,997 shares; 2025Q2: 56,316 shares; 2025Q3: 93,805 shares; 2025Q4: 113,381 shares; 2026Q1: 131,714 shares; 2026Q2: 243,843 shares 243,843 $21.4M 0.1% +112,129 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,315 shares; 2024Q4: 342,410 shares; 2025Q1: 362,924 shares; 2025Q2: 375,644 shares; 2025Q3: 411,167 shares; 2025Q4: 434,070 shares; 2026Q1: 449,530 shares; 2026Q2: 442,762 shares 442,762 $21.4M 0.1% -6,768 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,453 shares; 2025Q4: 106,999 shares; 2026Q1: 202,713 shares; 2026Q2: 225,650 shares 225,650 $21.3M 0.1% +22,937 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,048 shares; 2025Q3: 452,795 shares; 2025Q4: 456,644 shares; 2026Q1: 479,677 shares; 2026Q2: 474,889 shares 474,889 $21.1M 0.1% -4,788 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,481 shares; 2024Q4: 196,129 shares; 2025Q1: 161,739 shares; 2025Q2: 161,625 shares; 2025Q3: 198,642 shares; 2025Q4: 294,922 shares; 2026Q1: 307,099 shares; 2026Q2: 301,249 shares 301,249 $21.1M 0.1% -5,850 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,767 shares; 2024Q4: 71,661 shares; 2025Q1: 84,167 shares; 2025Q2: 88,426 shares; 2025Q3: 98,937 shares; 2025Q4: 103,759 shares; 2026Q1: 145,400 shares; 2026Q2: 146,353 shares 146,353 $20.8M 0.1% +953 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,904 shares; 2024Q4: 29,991 shares; 2025Q1: 28,044 shares; 2025Q2: 25,751 shares; 2025Q3: 18,321 shares; 2025Q4: 17,122 shares; 2026Q1: 25,478 shares; 2026Q2: 31,603 shares 31,603 $20.7M 0.1% +6,125 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,808 shares; 2024Q4: 73,071 shares; 2025Q1: 77,323 shares; 2025Q2: 83,182 shares; 2025Q3: 120,851 shares; 2025Q4: 129,547 shares; 2026Q1: 155,451 shares; 2026Q2: 176,794 shares 176,794 $20.7M 0.1% +21,343 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,591 shares; 2024Q4: 12,925 shares; 2025Q1: 12,432 shares; 2025Q2: 13,418 shares; 2025Q3: 19,962 shares; 2025Q4: 23,258 shares; 2026Q1: 30,882 shares; 2026Q2: 28,595 shares 28,595 $20.6M 0.1% -2,287 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,363 shares; 2024Q4: 12,416 shares; 2025Q1: 13,697 shares; 2025Q2: 14,279 shares; 2025Q3: 13,140 shares; 2025Q4: 135,740 shares; 2026Q1: 185,861 shares; 2026Q2: 287,167 shares 287,167 $20.5M 0.1% +101,306 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; 2024Q3: 19,799 shares; 2024Q4: 22,084 shares; 2025Q1: 22,248 shares; 2025Q2: 22,699 shares; 2025Q3: 9,196 shares; 2025Q4: 10,480 shares; 2026Q1: 11,340 shares; 2026Q2: 400,958 shares 400,958 $20.3M 0.09% +389,618 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,157 shares; 2024Q4: 91,480 shares; 2025Q1: 82,745 shares; 2025Q2: 84,651 shares; 2025Q3: 184,465 shares; 2025Q4: 179,593 shares; 2026Q1: 134,781 shares; 2026Q2: 124,868 shares 124,868 $20.2M 0.09% -9,913 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,847 shares; 2024Q4: 193,717 shares; 2025Q1: 199,361 shares; 2025Q2: 196,948 shares; 2025Q3: 144,929 shares; 2025Q4: 144,038 shares; 2026Q1: 228,577 shares; 2026Q2: 218,376 shares 218,376 $20.2M 0.09% -10,201 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828,581 shares; 2024Q4: 835,069 shares; 2025Q1: 834,234 shares; 2025Q2: 833,123 shares; 2025Q3: 834,728 shares; 2025Q4: 900,872 shares; 2026Q1: 986,165 shares; 2026Q2: 972,305 shares 972,305 $20.1M 0.09% -13,860 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,912 shares; 2024Q4: 56,953 shares; 2025Q1: 52,954 shares; 2025Q2: 52,442 shares; 2025Q3: 70,239 shares; 2025Q4: 59,923 shares; 2026Q1: 69,147 shares; 2026Q2: 66,559 shares 66,559 $19.8M 0.09% -2,588 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191,920 shares; 2025Q4: 205,827 shares; 2026Q1: 224,768 shares; 2026Q2: 195,139 shares 195,139 $19.6M 0.09% -29,629 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,794 shares; 2024Q4: 22,487 shares; 2025Q1: 23,717 shares; 2025Q2: 21,787 shares; 2025Q3: 135,294 shares; 2025Q4: 210,714 shares; 2026Q1: 188,405 shares; 2026Q2: 179,075 shares 179,075 $19.6M 0.09% -9,330 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 897 shares; 2026Q2: 31,016 shares 31,016 $19.3M 0.09% +30,119 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,333 shares; 2024Q4: 15,871 shares; 2025Q1: 16,106 shares; 2025Q2: 16,700 shares; 2025Q3: 17,809 shares; 2025Q4: 18,363 shares; 2026Q1: 21,380 shares; 2026Q2: 19,767 shares 19,767 $19.3M 0.09% -1,613 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,143 shares; 2024Q4: 177,331 shares; 2025Q1: 56,588 shares; 2025Q2: 39,113 shares; 2025Q3: 673,872 shares; 2025Q4: 915,337 shares; 2026Q1: 813,973 shares; 2026Q2: 665,263 shares 665,263 $19.3M 0.09% -148,710 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 22 shares; 2026Q2: 26 shares 26 $19.2M 0.09% +4 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,819 shares; 2024Q4: 321,024 shares; 2025Q1: 323,338 shares; 2025Q2: 318,745 shares; 2025Q3: 313,851 shares; 2025Q4: 340,887 shares; 2026Q1: 353,335 shares; 2026Q2: 354,325 shares 354,325 $19.2M 0.09% +990 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359,759 shares; 2026Q1: 359,759 shares; 2026Q2: 359,759 shares 359,759 $19.1M 0.09% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,304 shares; 2024Q4: 30,707 shares; 2025Q1: 33,367 shares; 2025Q2: 33,363 shares; 2025Q3: 19,527 shares; 2025Q4: 19,356 shares; 2026Q1: 38,817 shares; 2026Q2: 37,709 shares 37,709 $18.9M 0.09% -1,108 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,328 shares; 2024Q4: 72,466 shares; 2025Q1: 70,944 shares; 2025Q2: 71,166 shares; 2025Q3: 81,332 shares; 2025Q4: 84,431 shares; 2026Q1: 144,514 shares; 2026Q2: 134,666 shares 134,666 $18.8M 0.09% -9,848 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,021 shares; 2024Q4: 58,044 shares; 2025Q1: 48,332 shares; 2025Q2: 50,465 shares; 2025Q3: 205,298 shares; 2025Q4: 230,077 shares; 2026Q1: 312,930 shares; 2026Q2: 339,722 shares 339,722 $18.6M 0.09% +26,792 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,420 shares; 2024Q4: 12,857 shares; 2025Q1: 13,365 shares; 2025Q2: 13,481 shares; 2025Q3: 12,448 shares; 2025Q4: 13,878 shares; 2026Q1: 18,768 shares; 2026Q2: 18,297 shares 18,297 $18.5M 0.09% -471 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,275 shares; 2024Q4: 188,111 shares; 2025Q1: 193,451 shares; 2025Q2: 195,894 shares; 2025Q3: 85,584 shares; 2025Q4: 86,389 shares; 2026Q1: 221,967 shares; 2026Q2: 252,353 shares 252,353 $18.5M 0.09% +30,386 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,717 shares; 2024Q4: 75,112 shares; 2025Q1: 74,249 shares; 2025Q2: 84,096 shares; 2025Q3: 60,858 shares; 2025Q4: 128,804 shares; 2026Q1: 201,656 shares; 2026Q2: 268,729 shares 268,729 $18.4M 0.09% +67,073 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,475 shares; 2024Q4: 55,230 shares; 2025Q1: 53,541 shares; 2025Q2: 54,283 shares; 2025Q3: 68,586 shares; 2025Q4: 101,670 shares; 2026Q1: 117,634 shares; 2026Q2: 116,475 shares 116,475 $18.3M 0.09% -1,159 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,878 shares; 2024Q4: 111,096 shares; 2025Q1: 106,843 shares; 2025Q2: 105,749 shares; 2025Q3: 126,797 shares; 2025Q4: 161,688 shares; 2026Q1: 194,326 shares; 2026Q2: 220,509 shares 220,509 $18.2M 0.08% +26,183 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,366 shares; 2024Q4: 325,626 shares; 2025Q1: 342,462 shares; 2025Q2: 332,178 shares; 2025Q3: 359,904 shares; 2025Q4: 386,748 shares; 2026Q1: 379,022 shares; 2026Q2: 449,274 shares 449,274 $18M 0.08% +70,252 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,100 shares; 2024Q4: 58,163 shares; 2025Q1: 63,152 shares; 2025Q2: 68,510 shares; 2025Q3: 78,612 shares; 2025Q4: 91,143 shares; 2026Q1: 123,311 shares; 2026Q2: 134,191 shares 134,191 $17.7M 0.08% +10,880 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,051 shares; 2024Q4: 136,770 shares; 2025Q1: 142,917 shares; 2025Q2: 132,727 shares; 2025Q3: 163,948 shares; 2025Q4: 165,229 shares; 2026Q1: 195,303 shares; 2026Q2: 201,628 shares 201,628 $17.7M 0.08% +6,325 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,299 shares; 2024Q4: 6,822 shares; 2025Q1: 6,366 shares; 2025Q2: 6,429 shares; 2025Q3: 307,140 shares; 2025Q4: 430,933 shares; 2026Q1: 245,265 shares; 2026Q2: 347,262 shares 347,262 $17.4M 0.08% +101,997 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,062 shares; 2024Q4: 487,466 shares; 2025Q1: 561,401 shares; 2025Q2: 570,665 shares; 2025Q3: 449,533 shares; 2025Q4: 493,147 shares; 2026Q1: 593,152 shares; 2026Q2: 650,777 shares 650,777 $17.3M 0.08% +57,625 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,559 shares; 2024Q4: 83,002 shares; 2025Q1: 79,190 shares; 2025Q2: 76,200 shares; 2025Q3: 33,547 shares; 2025Q4: 31,695 shares; 2026Q1: 67,691 shares; 2026Q2: 69,796 shares 69,796 $17.2M 0.08% +2,105 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,258 shares; 2024Q4: 111,860 shares; 2025Q1: 108,716 shares; 2025Q2: 109,757 shares; 2025Q3: 221,657 shares; 2025Q4: 212,512 shares; 2026Q1: 246,967 shares; 2026Q2: 226,219 shares 226,219 $17.1M 0.08% -20,748 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,036 shares; 2024Q4: 11,028 shares; 2025Q1: 10,650 shares; 2025Q2: 9,702 shares; 2025Q3: 9,445 shares; 2025Q4: 10,207 shares; 2026Q1: 14,385 shares; 2026Q2: 14,515 shares 14,515 $17M 0.08% +130 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,698 shares; 2024Q4: 435,324 shares; 2025Q1: 495,960 shares; 2025Q2: 407,895 shares; 2025Q3: 475,462 shares; 2025Q4: 456,905 shares; 2026Q1: 516,678 shares; 2026Q2: 530,686 shares 530,686 $17M 0.08% +14,008 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,204 shares; 2024Q4: 217,759 shares; 2025Q1: 223,374 shares; 2025Q2: 239,421 shares; 2025Q3: 255,672 shares; 2025Q4: 267,337 shares; 2026Q1: 228,258 shares; 2026Q2: 186,861 shares 186,861 $17M 0.08% -41,397 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,216 shares; 2025Q4: 147,867 shares; 2026Q1: 187,947 shares; 2026Q2: 187,571 shares 187,571 $16.7M 0.08% -376 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,527 shares; 2024Q4: 81,665 shares; 2025Q1: 82,180 shares; 2025Q2: 80,890 shares; 2025Q3: 89,007 shares; 2025Q4: 84,141 shares; 2026Q1: 78,262 shares; 2026Q2: 74,583 shares 74,583 $16.7M 0.08% -3,679 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,433 shares; 2024Q4: 1,404 shares; 2025Q1: 2,740 shares; 2025Q2: 993 shares; 2025Q3: 7,829 shares; 2025Q4: 69,474 shares; 2026Q1: 62,988 shares; 2026Q2: 60,989 shares 60,989 $16.7M 0.08% -1,999 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,835 shares; 2024Q4: 164,278 shares; 2025Q1: 163,856 shares; 2025Q2: 167,931 shares; 2025Q3: 172,825 shares; 2025Q4: 181,974 shares; 2026Q1: 213,574 shares; 2026Q2: 220,955 shares 220,955 $16.4M 0.08% +7,381 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,893 shares; 2024Q4: 130,108 shares; 2025Q1: 153,491 shares; 2025Q2: 171,849 shares; 2025Q3: 108,459 shares; 2025Q4: 139,545 shares; 2026Q1: 248,358 shares; 2026Q2: 224,657 shares 224,657 $16.2M 0.08% -23,701 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,701 shares; 2024Q4: 53,098 shares; 2025Q1: 54,120 shares; 2025Q2: 60,067 shares; 2025Q3: 72,279 shares; 2025Q4: 66,446 shares; 2026Q1: 107,804 shares; 2026Q2: 102,138 shares 102,138 $16M 0.07% -5,666 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268,479 shares; 2025Q4: 288,113 shares; 2026Q1: 337,037 shares; 2026Q2: 341,750 shares 341,750 $15.9M 0.07% +4,713 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,438 shares; 2025Q3: 205,662 shares; 2025Q4: 218,880 shares; 2026Q1: 222,980 shares; 2026Q2: 216,733 shares 216,733 $15.7M 0.07% -6,247 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 244 shares; 2025Q1: 261 shares; 2025Q2: 283 shares; 2025Q3: 655 shares; 2025Q4: 708 shares; 2026Q1: 3,419 shares; 2026Q2: 87,752 shares 87,752 $15.6M 0.07% +84,333 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,153 shares; 2024Q4: 140,274 shares; 2025Q1: 140,401 shares; 2025Q2: 140,121 shares; 2025Q3: 141,074 shares; 2025Q4: 100,847 shares; 2026Q1: 70,388 shares; 2026Q2: 67,904 shares 67,904 $15.6M 0.07% -2,484 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,951 shares; 2025Q1: 6,670 shares; 2025Q2: 7,222 shares; 2025Q3: 7,116 shares; 2025Q4: 7,918 shares; 2026Q1: 39,352 shares; 2026Q2: 37,485 shares 37,485 $15.6M 0.07% -1,867 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,466 shares; 2024Q4: 59,953 shares; 2025Q1: 60,888 shares; 2025Q2: 61,520 shares; 2025Q3: 31,839 shares; 2025Q4: 41,972 shares; 2026Q1: 68,492 shares; 2026Q2: 60,791 shares 60,791 $15.5M 0.07% -7,701 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,622 shares; 2024Q4: 12,765 shares; 2025Q1: 13,007 shares; 2025Q2: 13,288 shares; 2025Q3: 14,378 shares; 2025Q4: 15,174 shares; 2026Q1: 16,141 shares; 2026Q2: 20,343 shares 20,343 $15.4M 0.07% +4,202 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,940 shares; 2024Q4: 84,074 shares; 2025Q1: 82,770 shares; 2025Q2: 82,690 shares; 2025Q3: 87,085 shares; 2025Q4: 90,741 shares; 2026Q1: 99,989 shares; 2026Q2: 106,638 shares 106,638 $15.3M 0.07% +6,649 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,798 shares; 2024Q4: 295,767 shares; 2025Q1: 317,080 shares; 2025Q2: 326,621 shares; 2025Q3: 378,858 shares; 2025Q4: 391,491 shares; 2026Q1: 427,058 shares; 2026Q2: 440,928 shares 440,928 $15M 0.07% +13,870 Timeline MDLV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,888 shares; 2024Q4: 189,575 shares; 2025Q1: 235,639 shares; 2025Q2: 265,592 shares; 2025Q3: 360,651 shares; 2025Q4: 377,970 shares; 2026Q1: 445,414 shares; 2026Q2: 489,664 shares 489,664 $15M 0.07% +44,250 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 270,395 shares; 2025Q1: 281,695 shares; 2025Q2: 280,832 shares; 2025Q3: 5,739 shares; 2025Q4: 5,902 shares; 2026Q1: 485,719 shares; 2026Q2: 473,271 shares 473,271 $15M 0.07% -12,448 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,934 shares; 2025Q4: 145,171 shares; 2026Q1: 142,763 shares; 2026Q2: 135,360 shares 135,360 $14.9M 0.07% -7,403 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,571 shares; 2024Q4: 16,459 shares; 2025Q1: 16,021 shares; 2025Q2: 17,165 shares; 2025Q3: 59,512 shares; 2025Q4: 69,484 shares; 2026Q1: 262,028 shares; 2026Q2: 265,479 shares 265,479 $14.8M 0.07% +3,451 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,644 shares; 2024Q4: 64,091 shares; 2025Q1: 64,139 shares; 2025Q2: 63,821 shares; 2025Q3: 264,136 shares; 2025Q4: 603,192 shares; 2026Q1: 609,930 shares; 2026Q2: 625,162 shares 625,162 $14.8M 0.07% +15,232 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,233 shares; 2024Q4: 95,018 shares; 2025Q1: 95,707 shares; 2025Q2: 94,912 shares; 2025Q3: 91,895 shares; 2025Q4: 82,732 shares; 2026Q1: 92,235 shares; 2026Q2: 94,578 shares 94,578 $14.8M 0.07% +2,343 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,708 shares; 2024Q4: 194,503 shares; 2025Q1: 191,502 shares; 2025Q2: 187,914 shares; 2025Q3: 193,872 shares; 2025Q4: 256,050 shares; 2026Q1: 207,030 shares; 2026Q2: 215,049 shares 215,049 $14.7M 0.07% +8,019 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,943 shares; 2024Q4: 479,412 shares; 2025Q1: 383,065 shares; 2025Q2: 345,990 shares; 2025Q3: 373,684 shares; 2025Q4: 370,177 shares; 2026Q1: 358,729 shares; 2026Q2: 341,655 shares 341,655 $14.6M 0.07% -17,074 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,880 shares; 2025Q4: 179,390 shares; 2026Q1: 206,648 shares; 2026Q2: 221,390 shares 221,390 $14.5M 0.07% +14,742 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,211 shares; 2024Q4: 14,792 shares; 2025Q1: 15,270 shares; 2025Q2: 15,529 shares; 2025Q3: 51,692 shares; 2025Q4: 61,145 shares; 2026Q1: 81,688 shares; 2026Q2: 65,608 shares 65,608 $14.5M 0.07% -16,080 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,049 shares; 2024Q4: 16,576 shares; 2025Q1: 16,354 shares; 2025Q2: 29,724 shares; 2025Q3: 167,514 shares; 2025Q4: 140,104 shares; 2026Q1: 118,468 shares; 2026Q2: 143,821 shares 143,821 $14.5M 0.07% +25,353 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546,245 shares; 2025Q4: 570,304 shares; 2026Q1: 575,698 shares; 2026Q2: 560,061 shares 560,061 $14.3M 0.07% -15,637 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,700 shares; 2024Q4: 33,987 shares; 2025Q1: 29,200 shares; 2025Q2: 28,685 shares; 2025Q3: 35,807 shares; 2025Q4: 45,056 shares; 2026Q1: 56,972 shares; 2026Q2: 304,307 shares 304,307 $14.3M 0.07% +247,335 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,190 shares; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 2,908 shares; 2025Q3: 5,374 shares; 2025Q4: 4,404 shares; 2026Q1: 59,008 shares; 2026Q2: 54,397 shares 54,397 $14.2M 0.07% -4,611 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,815 shares; 2026Q2: 160,262 shares 160,262 $14.1M 0.07% -553 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,520 shares; 2024Q4: 275,202 shares; 2025Q1: 298,607 shares; 2025Q2: 236,607 shares; 2025Q3: 194,151 shares; 2025Q4: 116,395 shares; 2026Q1: 153,081 shares; 2026Q2: 160,773 shares 160,773 $14M 0.07% +7,692 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,718 shares; 2024Q4: 130,687 shares; 2025Q1: 126,930 shares; 2025Q2: 115,876 shares; 2025Q3: 105,108 shares; 2025Q4: 116,009 shares; 2026Q1: 174,699 shares; 2026Q2: 152,004 shares 152,004 $13.9M 0.06% -22,695 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,460 shares; 2024Q4: 452,222 shares; 2025Q1: 459,490 shares; 2025Q2: 468,791 shares; 2025Q3: 501,531 shares; 2025Q4: 543,836 shares; 2026Q1: 587,263 shares; 2026Q2: 574,362 shares 574,362 $13.9M 0.06% -12,901 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,284 shares; 2024Q4: 231,047 shares; 2025Q1: 99,690 shares; 2025Q2: 121,499 shares; 2025Q3: 130,341 shares; 2025Q4: 282,847 shares; 2026Q1: 351,218 shares; 2026Q2: 259,658 shares 259,658 $13.8M 0.06% -91,560 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,180 shares; 2024Q4: 116,274 shares; 2025Q1: 186,302 shares; 2025Q2: 189,111 shares; 2025Q3: 205,053 shares; 2025Q4: 246,660 shares; 2026Q1: 198,881 shares; 2026Q2: 150,062 shares 150,062 $13.7M 0.06% -48,819 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,448 shares; 2024Q4: 179,892 shares; 2025Q1: 174,006 shares; 2025Q2: 181,130 shares; 2025Q3: 82,958 shares; 2025Q4: 80,174 shares; 2026Q1: 189,067 shares; 2026Q2: 201,214 shares 201,214 $13.6M 0.06% +12,147 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,286 shares; 2024Q4: 22,988 shares; 2025Q1: 68,035 shares; 2025Q2: 65,961 shares; 2025Q3: 114,438 shares; 2025Q4: 52,783 shares; 2026Q1: 97,416 shares; 2026Q2: 94,934 shares 94,934 $13.6M 0.06% -2,482 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 3,451 shares; 2025Q1: 127,436 shares; 2025Q2: 170,723 shares; 2025Q3: 190,092 shares; 2025Q4: 183,289 shares; 2026Q1: 206,096 shares; 2026Q2: 178,628 shares 178,628 $13.6M 0.06% -27,468 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,398 shares; 2024Q4: 8,345 shares; 2025Q1: 8,057 shares; 2025Q2: 8,029 shares; 2025Q3: 9,090 shares; 2025Q4: 265,076 shares; 2026Q1: 305,309 shares; 2026Q2: 288,722 shares 288,722 $13.5M 0.06% -16,587 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,072,584 shares; 2025Q4: 2,177,402 shares; 2026Q1: 2,245,480 shares; 2026Q2: 2,295,245 shares 2,295,245 $13.5M 0.06% +49,765 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,055 shares; 2024Q4: 39,964 shares; 2025Q1: 37,722 shares; 2025Q2: 39,496 shares; 2025Q3: 22,792 shares; 2025Q4: 22,850 shares; 2026Q1: 51,325 shares; 2026Q2: 49,545 shares 49,545 $13.5M 0.06% -1,780 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,942 shares; 2024Q4: 34,781 shares; 2025Q1: 32,948 shares; 2025Q2: 35,272 shares; 2025Q3: 42,393 shares; 2025Q4: 42,892 shares; 2026Q1: 73,038 shares; 2026Q2: 67,023 shares 67,023 $13.4M 0.06% -6,015 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,377 shares; 2024Q4: 16,751 shares; 2025Q1: 62,226 shares; 2025Q2: 62,691 shares; 2025Q3: 67,780 shares; 2025Q4: 71,574 shares; 2026Q1: 72,634 shares; 2026Q2: 76,464 shares 76,464 $13.4M 0.06% +3,830 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,621 shares; 2024Q4: 207,321 shares; 2025Q1: 208,900 shares; 2025Q2: 199,160 shares; 2025Q3: 174,030 shares; 2025Q4: 181,135 shares; 2026Q1: 246,068 shares; 2026Q2: 232,697 shares 232,697 $13.4M 0.06% -13,371 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,402 shares; 2024Q4: 16,871 shares; 2025Q1: 17,255 shares; 2025Q2: 17,836 shares; 2025Q3: 13,577 shares; 2025Q4: 15,753 shares; 2026Q1: 22,470 shares; 2026Q2: 31,167 shares 31,167 $13.3M 0.06% +8,697 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,958 shares; 2024Q4: 43,841 shares; 2025Q1: 58,467 shares; 2025Q2: 61,105 shares; 2025Q3: 63,781 shares; 2025Q4: 66,582 shares; 2026Q1: 84,517 shares; 2026Q2: 84,234 shares 84,234 $13.2M 0.06% -283 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,647 shares; 2024Q4: 85,840 shares; 2025Q1: 124,773 shares; 2025Q2: 87,858 shares; 2025Q3: 65,400 shares; 2025Q4: 68,155 shares; 2026Q1: 128,219 shares; 2026Q2: 127,962 shares 127,962 $13.1M 0.06% -257 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,441 shares; 2024Q4: 39,022 shares; 2025Q1: 35,995 shares; 2025Q2: 71,384 shares; 2025Q3: 57,496 shares; 2025Q4: 66,339 shares; 2026Q1: 233,644 shares; 2026Q2: 270,842 shares 270,842 $13M 0.06% +37,198 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428,526 shares; 2025Q4: 449,976 shares; 2026Q1: 516,278 shares; 2026Q2: 506,843 shares 506,843 $13M 0.06% -9,435 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,815 shares; 2024Q4: 33,578 shares; 2025Q1: 33,032 shares; 2025Q2: 32,771 shares; 2025Q3: 13,381 shares; 2025Q4: 20,503 shares; 2026Q1: 45,511 shares; 2026Q2: 40,773 shares 40,773 $12.8M 0.06% -4,738 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245,958 shares; 2025Q4: 243,919 shares; 2026Q1: 244,064 shares; 2026Q2: 227,454 shares 227,454 $12.8M 0.06% -16,610 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,738 shares; 2025Q1: 2,608 shares; 2025Q2: 2,795 shares; 2025Q3: 2,318 shares; 2025Q4: 2,534 shares; 2026Q1: 4,380 shares; 2026Q2: 13,227 shares 13,227 $12.7M 0.06% +8,847 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,575 shares; 2024Q4: 166,925 shares; 2025Q1: 164,051 shares; 2025Q2: 171,129 shares; 2025Q3: 185,768 shares; 2025Q4: 196,302 shares; 2026Q1: 219,450 shares; 2026Q2: 236,215 shares 236,215 $12.6M 0.06% +16,765 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,642 shares; 2024Q4: 38,544 shares; 2025Q1: 37,108 shares; 2025Q2: 38,929 shares; 2025Q3: 29,433 shares; 2025Q4: 49,603 shares; 2026Q1: 75,220 shares; 2026Q2: 153,791 shares 153,791 $12.6M 0.06% +78,571 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,163 shares; 2026Q1: 154,003 shares; 2026Q2: 163,219 shares 163,219 $12.5M 0.06% +9,216 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,710 shares; 2024Q4: 45,464 shares; 2025Q1: 30,686 shares; 2025Q2: 47,011 shares; 2025Q3: 40,274 shares; 2025Q4: 43,081 shares; 2026Q1: 60,223 shares; 2026Q2: 67,399 shares 67,399 $12.5M 0.06% +7,176 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282,691 shares; 2025Q4: 276,741 shares; 2026Q1: 272,159 shares; 2026Q2: 257,864 shares 257,864 $12.4M 0.06% -14,295 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,102 shares; 2025Q1: 13,518 shares; 2025Q2: 13,628 shares; 2025Q3: 103,939 shares; 2025Q4: 121,017 shares; 2026Q1: 127,690 shares; 2026Q2: 161,201 shares 161,201 $12.4M 0.06% +33,511 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,718 shares; 2024Q4: 27,940 shares; 2025Q1: 168,770 shares; 2025Q2: 151,430 shares; 2025Q3: 23,454 shares; 2025Q4: 21,850 shares; 2026Q1: 162,064 shares; 2026Q2: 161,245 shares 161,245 $12.3M 0.06% -819 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,185 shares; 2024Q4: 53,827 shares; 2025Q1: 82,441 shares; 2025Q2: 99,433 shares; 2025Q3: 120,068 shares; 2025Q4: 121,394 shares; 2026Q1: 166,563 shares; 2026Q2: 199,609 shares 199,609 $12.3M 0.06% +33,046 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,101 shares; 2024Q4: 19,676 shares; 2025Q1: 19,515 shares; 2025Q2: 19,467 shares; 2025Q3: 12,211 shares; 2025Q4: 12,064 shares; 2026Q1: 19,460 shares; 2026Q2: 19,460 shares 19,460 $12.1M 0.06% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,318 shares; 2024Q4: 328,567 shares; 2025Q1: 352,459 shares; 2025Q2: 360,844 shares; 2025Q3: 391,244 shares; 2025Q4: 437,357 shares; 2026Q1: 483,816 shares; 2026Q2: 499,403 shares 499,403 $12.1M 0.06% +15,587 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,900 shares; 2024Q4: 76,433 shares; 2025Q1: 76,186 shares; 2025Q2: 85,819 shares; 2025Q3: 104,640 shares; 2025Q4: 119,943 shares; 2026Q1: 132,849 shares; 2026Q2: 137,484 shares 137,484 $12.1M 0.06% +4,635 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,664 shares; 2024Q4: 20,616 shares; 2025Q1: 23,424 shares; 2025Q2: 32,130 shares; 2025Q3: 48,957 shares; 2025Q4: 46,487 shares; 2026Q1: 52,256 shares; 2026Q2: 40,498 shares 40,498 $12.1M 0.06% -11,758 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,725 shares; 2024Q4: 45,719 shares; 2025Q1: 50,075 shares; 2025Q2: 41,341 shares; 2025Q3: 41,199 shares; 2025Q4: 51,744 shares; 2026Q1: 62,066 shares; 2026Q2: 63,297 shares 63,297 $12M 0.06% +1,231 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,281 shares; 2024Q4: 30,599 shares; 2025Q1: 38,673 shares; 2025Q2: 37,814 shares; 2025Q3: 42,877 shares; 2025Q4: 93,457 shares; 2026Q1: 105,100 shares; 2026Q2: 110,145 shares 110,145 $12M 0.06% +5,045 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,454 shares; 2025Q2: 189,213 shares; 2025Q3: 232,100 shares; 2025Q4: 241,918 shares; 2026Q1: 249,016 shares; 2026Q2: 296,160 shares 296,160 $12M 0.06% +47,144 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,702 shares; 2025Q2: 171,393 shares; 2025Q3: 182,900 shares; 2025Q4: 185,145 shares; 2026Q1: 201,269 shares; 2026Q2: 226,889 shares 226,889 $11.9M 0.06% +25,620 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,084 shares; 2024Q4: 17,983 shares; 2025Q1: 17,868 shares; 2025Q2: 17,854 shares; 2025Q3: 16,154 shares; 2025Q4: 16,567 shares; 2026Q1: 18,934 shares; 2026Q2: 18,651 shares 18,651 $11.8M 0.06% -283 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,863 shares; 2025Q2: 76,324 shares; 2025Q3: 88,957 shares; 2025Q4: 91,284 shares; 2026Q1: 91,418 shares; 2026Q2: 96,677 shares 96,677 $11.7M 0.05% +5,259 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,593 shares; 2024Q4: 111,235 shares; 2025Q1: 111,164 shares; 2025Q2: 120,317 shares; 2025Q3: 121,965 shares; 2025Q4: 120,774 shares; 2026Q1: 133,615 shares; 2026Q2: 135,306 shares 135,306 $11.7M 0.05% +1,691 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,788 shares; 2024Q4: 32,836 shares; 2025Q1: 29,364 shares; 2025Q2: 30,359 shares; 2025Q3: 18,643 shares; 2025Q4: 19,344 shares; 2026Q1: 147,594 shares; 2026Q2: 128,603 shares 128,603 $11.6M 0.05% -18,991 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,991 shares; 2024Q4: 17,390 shares; 2025Q1: 18,191 shares; 2025Q2: 17,322 shares; 2025Q3: 14,421 shares; 2025Q4: 14,531 shares; 2026Q1: 18,029 shares; 2026Q2: 18,104 shares 18,104 $11.6M 0.05% +75 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,025 shares; 2025Q3: 249,567 shares; 2025Q4: 279,944 shares; 2026Q1: 306,310 shares; 2026Q2: 309,207 shares 309,207 $11.6M 0.05% +2,897 Timeline BBHL BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 659,167 shares; 2026Q2: 656,945 shares 656,945 $11.4M 0.05% -2,222 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,852 shares; 2024Q4: 5,633 shares; 2025Q1: 5,502 shares; 2025Q2: 5,506 shares; 2025Q3: 5,313 shares; 2025Q4: 7,193 shares; 2026Q1: 108,177 shares; 2026Q2: 93,231 shares 93,231 $11.3M 0.05% -14,946 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794,880 shares; 2024Q4: 483,346 shares; 2025Q1: 365,856 shares; 2025Q2: 289,163 shares; 2025Q3: 174,166 shares; 2025Q4: 174,485 shares; 2026Q1: 215,326 shares; 2026Q2: 204,620 shares 204,620 $11.3M 0.05% -10,706 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,400 shares; 2024Q4: 255,431 shares; 2025Q1: 229,285 shares; 2025Q2: 262,425 shares; 2025Q3: 232,395 shares; 2025Q4: 248,892 shares; 2026Q1: 267,116 shares; 2026Q2: 253,353 shares 253,353 $11.2M 0.05% -13,763 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,784 shares; 2024Q4: 13,821 shares; 2025Q1: 13,759 shares; 2025Q2: 13,902 shares; 2025Q3: 17,836 shares; 2025Q4: 78,499 shares; 2026Q1: 71,845 shares; 2026Q2: 72,368 shares 72,368 $11.2M 0.05% +523 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,735 shares; 2024Q4: 58,922 shares; 2025Q1: 69,710 shares; 2025Q2: 74,974 shares; 2025Q3: 82,526 shares; 2025Q4: 97,190 shares; 2026Q1: 106,514 shares; 2026Q2: 81,634 shares 81,634 $11.1M 0.05% -24,880 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,332 shares; 2024Q4: 158,723 shares; 2025Q1: 159,405 shares; 2025Q2: 154,034 shares; 2025Q3: 195,057 shares; 2025Q4: 209,651 shares; 2026Q1: 216,419 shares; 2026Q2: 230,627 shares 230,627 $11.1M 0.05% +14,208 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,059 shares; 2024Q4: 122,631 shares; 2025Q1: 105,297 shares; 2025Q2: 111,153 shares; 2025Q3: 78,002 shares; 2025Q4: 115,794 shares; 2026Q1: 411,658 shares; 2026Q2: 192,748 shares 192,748 $11.1M 0.05% -218,910 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,594 shares; 2024Q4: 2,382 shares; 2025Q1: 37,603 shares; 2025Q2: 39,513 shares; 2025Q3: 48,446 shares; 2025Q4: 51,367 shares; 2026Q1: 56,398 shares; 2026Q2: 59,811 shares 59,811 $11.1M 0.05% +3,413 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; 2024Q3: 230,677 shares; 2024Q4: 209,964 shares; 2025Q1: 208,643 shares; 2025Q2: 208,378 shares; 2025Q3: 200,519 shares; 2025Q4: 200,344 shares; 2026Q1: 219,537 shares; 2026Q2: 254,060 shares 254,060 $11.1M 0.05% +34,523 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,775 shares; 2024Q4: 37,186 shares; 2025Q1: 39,233 shares; 2025Q2: 36,736 shares; 2025Q3: 35,874 shares; 2025Q4: 36,114 shares; 2026Q1: 40,400 shares; 2026Q2: 39,957 shares 39,957 $11M 0.05% -443 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,202 shares; 2024Q4: 8,601 shares; 2025Q1: 8,281 shares; 2025Q2: 10,261 shares; 2025Q3: 9,731 shares; 2025Q4: 7,583 shares; 2026Q1: 184,473 shares; 2026Q2: 209,267 shares 209,267 $11M 0.05% +24,794 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,400 shares; 2024Q4: 90,284 shares; 2025Q1: 86,346 shares; 2025Q2: 78,558 shares; 2025Q3: 116,612 shares; 2025Q4: 122,652 shares; 2026Q1: 201,623 shares; 2026Q2: 230,813 shares 230,813 $10.9M 0.05% +29,190 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,582 shares; 2024Q4: 263,590 shares; 2025Q1: 316,178 shares; 2025Q2: 332,322 shares; 2025Q3: 418,638 shares; 2025Q4: 256,932 shares; 2026Q1: 435,062 shares; 2026Q2: 580,351 shares 580,351 $10.8M 0.05% +145,289 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,223 shares; 2024Q4: 4,657 shares; 2025Q1: 47,425 shares; 2025Q2: 43,850 shares; 2025Q3: 48,734 shares; 2025Q4: 105,368 shares; 2026Q1: 110,361 shares; 2026Q2: 114,761 shares 114,761 $10.7M 0.05% +4,400 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,812 shares; 2024Q4: 17,936 shares; 2025Q1: 19,390 shares; 2025Q2: 21,024 shares; 2025Q3: 19,057 shares; 2025Q4: 30,619 shares; 2026Q1: 52,808 shares; 2026Q2: 56,955 shares 56,955 $10.7M 0.05% +4,147 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,662 shares; 2024Q4: 57,499 shares; 2025Q1: 93,046 shares; 2025Q2: 57,003 shares; 2025Q3: 61,469 shares; 2025Q4: 62,601 shares; 2026Q1: 89,360 shares; 2026Q2: 89,809 shares 89,809 $10.7M 0.05% +449 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,917 shares; 2024Q4: 25,706 shares; 2025Q1: 25,197 shares; 2025Q2: 24,473 shares; 2025Q3: 13,317 shares; 2025Q4: 15,598 shares; 2026Q1: 30,348 shares; 2026Q2: 28,657 shares 28,657 $10.6M 0.05% -1,691 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,844 shares; 2024Q4: 421,946 shares; 2025Q1: 417,685 shares; 2025Q2: 415,409 shares; 2025Q3: 393,138 shares; 2025Q4: 374,237 shares; 2026Q1: 442,384 shares; 2026Q2: 458,444 shares 458,444 $10.6M 0.05% +16,060 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,542 shares; 2026Q1: 35,684 shares; 2026Q2: 31,768 shares 31,768 $10.5M 0.05% -3,916 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,976 shares; 2024Q4: 114,907 shares; 2025Q1: 169,610 shares; 2025Q2: 176,457 shares; 2025Q3: 159,522 shares; 2025Q4: 160,745 shares; 2026Q1: 262,143 shares; 2026Q2: 212,274 shares 212,274 $10.5M 0.05% -49,869 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,385 shares; 2024Q4: 17,634 shares; 2025Q1: 17,651 shares; 2025Q2: 18,649 shares; 2025Q3: 17,730 shares; 2025Q4: 18,299 shares; 2026Q1: 20,362 shares; 2026Q2: 20,082 shares 20,082 $10.5M 0.05% -280 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,780 shares 46,780 $10.5M 0.05% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,191 shares; 2024Q4: 28,184 shares; 2025Q1: 27,650 shares; 2025Q2: 26,849 shares; 2025Q3: 28,249 shares; 2025Q4: 29,812 shares; 2026Q1: 31,679 shares; 2026Q2: 456,059 shares 456,059 $10.4M 0.05% +424,380 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,335 shares; 2024Q4: 250,276 shares; 2025Q1: 257,869 shares; 2025Q2: 255,932 shares; 2025Q3: 282,891 shares; 2025Q4: 290,129 shares; 2026Q1: 291,808 shares; 2026Q2: 296,400 shares 296,400 $10.4M 0.05% +4,592 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,990 shares; 2024Q4: 167,609 shares; 2025Q1: 162,594 shares; 2025Q2: 159,051 shares; 2025Q3: 186,591 shares; 2025Q4: 160,662 shares; 2026Q1: 247,541 shares; 2026Q2: 245,206 shares 245,206 $10.4M 0.05% -2,335 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,764 shares 46,764 $10.3M 0.05% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,722 shares; 2026Q2: 130,869 shares 130,869 $10.1M 0.05% +124,147 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,075 shares; 2024Q4: not reported; 2025Q1: 6,992 shares; 2025Q2: 7,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479,420 shares 479,420 $10.1M 0.05% new 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; 2024Q3: 84,904 shares; 2024Q4: 82,697 shares; 2025Q1: 76,891 shares; 2025Q2: 70,617 shares; 2025Q3: 63,109 shares; 2025Q4: 59,756 shares; 2026Q1: 73,110 shares; 2026Q2: 63,797 shares 63,797 $9.9M 0.05% -9,313 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,593 shares; 2024Q4: 144,407 shares; 2025Q1: 142,161 shares; 2025Q2: 151,720 shares; 2025Q3: 136,392 shares; 2025Q4: 128,639 shares; 2026Q1: 164,384 shares; 2026Q2: 239,097 shares 239,097 $9.87M 0.05% +74,713 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763 shares; 2024Q4: 684 shares; 2025Q1: 689 shares; 2025Q2: 661 shares; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 18,206 shares; 2026Q2: 24,512 shares 24,512 $9.86M 0.05% +6,306 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,264 shares; 2024Q4: 29,910 shares; 2025Q1: 40,855 shares; 2025Q2: 28,407 shares; 2025Q3: 21,923 shares; 2025Q4: 28,220 shares; 2026Q1: 63,123 shares; 2026Q2: 79,168 shares 79,168 $9.85M 0.05% +16,045 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,310 shares; 2024Q4: 146,040 shares; 2025Q1: 143,183 shares; 2025Q2: 117,168 shares; 2025Q3: 91,895 shares; 2025Q4: 84,549 shares; 2026Q1: 114,206 shares; 2026Q2: 104,038 shares 104,038 $9.72M 0.05% -10,168 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,665 shares; 2024Q4: 90,512 shares; 2025Q1: 88,264 shares; 2025Q2: 85,208 shares; 2025Q3: 83,002 shares; 2025Q4: 80,115 shares; 2026Q1: 83,757 shares; 2026Q2: 85,650 shares 85,650 $9.62M 0.04% +1,893 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,954 shares; 2024Q4: 134,532 shares; 2025Q1: 191,852 shares; 2025Q2: 176,143 shares; 2025Q3: 126,692 shares; 2025Q4: 128,574 shares; 2026Q1: 260,251 shares; 2026Q2: 223,105 shares 223,105 $9.61M 0.04% -37,146 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,023 shares; 2024Q4: 253,224 shares; 2025Q1: 281,145 shares; 2025Q2: 280,485 shares; 2025Q3: 289,108 shares; 2025Q4: 310,625 shares; 2026Q1: 363,617 shares; 2026Q2: 380,094 shares 380,094 $9.6M 0.04% +16,477 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,301 shares; 2026Q2: 84,502 shares 84,502 $9.58M 0.04% +11,201 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,461 shares; 2024Q4: 149,310 shares; 2025Q1: 155,356 shares; 2025Q2: 176,841 shares; 2025Q3: 167,234 shares; 2025Q4: 150,367 shares; 2026Q1: 219,775 shares; 2026Q2: 226,793 shares 226,793 $9.57M 0.04% +7,018 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,359 shares; 2024Q4: 14,245 shares; 2025Q1: 13,761 shares; 2025Q2: 13,797 shares; 2025Q3: 10,922 shares; 2025Q4: 11,793 shares; 2026Q1: 13,720 shares; 2026Q2: 13,411 shares 13,411 $9.56M 0.04% -309 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,802 shares; 2024Q4: 30,376 shares; 2025Q1: 33,464 shares; 2025Q2: 31,473 shares; 2025Q3: 28,628 shares; 2025Q4: 29,492 shares; 2026Q1: 41,486 shares; 2026Q2: 42,639 shares 42,639 $9.54M 0.04% +1,153 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,243 shares; 2025Q1: 1,322 shares; 2025Q2: 1,296 shares; 2025Q3: 1,295 shares; 2025Q4: 1,290 shares; 2026Q1: 3,278 shares; 2026Q2: 53,714 shares 53,714 $9.53M 0.04% +50,436 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,847 shares; 2024Q4: 7,551 shares; 2025Q1: 6,366 shares; 2025Q2: 7,237 shares; 2025Q3: 6,966 shares; 2025Q4: 6,877 shares; 2026Q1: 23,136 shares; 2026Q2: 23,340 shares 23,340 $9.51M 0.04% +204 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,352 shares; 2024Q4: 7,039 shares; 2025Q1: 7,168 shares; 2025Q2: 7,040 shares; 2025Q3: 7,278 shares; 2025Q4: 9,853 shares; 2026Q1: 9,279 shares; 2026Q2: 9,721 shares 9,721 $9.38M 0.04% +442 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,664 shares; 2024Q4: 185,283 shares; 2025Q1: 202,824 shares; 2025Q2: 194,440 shares; 2025Q3: 160,414 shares; 2025Q4: 176,952 shares; 2026Q1: 211,864 shares; 2026Q2: 204,353 shares 204,353 $9.38M 0.04% -7,511 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,783 shares; 2024Q4: 9,651 shares; 2025Q1: 8,554 shares; 2025Q2: 9,929 shares; 2025Q3: 10,476 shares; 2025Q4: 8,531 shares; 2026Q1: 30,487 shares; 2026Q2: 42,790 shares 42,790 $9.35M 0.04% +12,303 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,113 shares; 2024Q4: 5,963 shares; 2025Q1: 5,846 shares; 2025Q2: 5,762 shares; 2025Q3: 58,109 shares; 2025Q4: 58,650 shares; 2026Q1: 74,559 shares; 2026Q2: 77,599 shares 77,599 $9.33M 0.04% +3,040 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,843 shares; 2024Q4: 35,121 shares; 2025Q1: 49,426 shares; 2025Q2: 53,771 shares; 2025Q3: 63,770 shares; 2025Q4: 193,864 shares; 2026Q1: 145,249 shares; 2026Q2: 280,150 shares 280,150 $9.33M 0.04% +134,901 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,772 shares; 2024Q4: 58,936 shares; 2025Q1: 57,298 shares; 2025Q2: 74,052 shares; 2025Q3: 72,138 shares; 2025Q4: 74,054 shares; 2026Q1: 184,097 shares; 2026Q2: 184,273 shares 184,273 $9.32M 0.04% +176 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,880 shares; 2024Q4: 36,227 shares; 2025Q1: 36,103 shares; 2025Q2: 35,309 shares; 2025Q3: 25,173 shares; 2025Q4: 21,154 shares; 2026Q1: 194,941 shares; 2026Q2: 218,432 shares 218,432 $9.32M 0.04% +23,491 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,744 shares; 2024Q4: 52,159 shares; 2025Q1: 52,135 shares; 2025Q2: 52,195 shares; 2025Q3: 52,417 shares; 2025Q4: 52,635 shares; 2026Q1: 52,878 shares; 2026Q2: 52,280 shares 52,280 $9.24M 0.04% -598 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,519 shares; 2026Q2: 136,702 shares 136,702 $9.23M 0.04% -1,817 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,990 shares; 2025Q4: 2,650 shares; 2026Q1: 3,327 shares; 2026Q2: 108,818 shares 108,818 $9.2M 0.04% +105,491 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; 2024Q3: 3,233 shares; 2024Q4: 12,649 shares; 2025Q1: 12,500 shares; 2025Q2: 10,429 shares; 2025Q3: 25,440 shares; 2025Q4: 31,468 shares; 2026Q1: 88,411 shares; 2026Q2: 100,627 shares 100,627 $9.07M 0.04% +12,216 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172,255 shares; 2026Q2: 176,753 shares 176,753 $9.06M 0.04% +4,498 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,714 shares; 2024Q4: 94,445 shares; 2025Q1: 93,602 shares; 2025Q2: 101,245 shares; 2025Q3: 88,316 shares; 2025Q4: 86,773 shares; 2026Q1: 167,700 shares; 2026Q2: 185,241 shares 185,241 $9.04M 0.04% +17,541 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,503 shares; 2024Q4: 86,590 shares; 2025Q1: 86,588 shares; 2025Q2: 88,649 shares; 2025Q3: 74,291 shares; 2025Q4: 75,477 shares; 2026Q1: 97,001 shares; 2026Q2: 94,275 shares 94,275 $9.02M 0.04% -2,726 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,629 shares; 2024Q4: 205,869 shares; 2025Q1: 186,556 shares; 2025Q2: 168,719 shares; 2025Q3: 148,984 shares; 2025Q4: 172,787 shares; 2026Q1: 210,695 shares; 2026Q2: 194,313 shares 194,313 $9.02M 0.04% -16,382 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 3,621 shares; 2025Q2: 33,311 shares; 2025Q3: 82,845 shares; 2025Q4: 85,411 shares; 2026Q1: 83,787 shares; 2026Q2: 88,991 shares 88,991 $9.02M 0.04% +5,204 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190,197 shares 190,197 $9.01M 0.04% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,618 shares; 2024Q4: 50,017 shares; 2025Q1: 50,026 shares; 2025Q2: 45,863 shares; 2025Q3: 43,433 shares; 2025Q4: 40,406 shares; 2026Q1: 43,740 shares; 2026Q2: 43,183 shares 43,183 $9M 0.04% -557 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343,004 shares; 2025Q4: 349,373 shares; 2026Q1: 365,330 shares; 2026Q2: 382,305 shares 382,305 $8.96M 0.04% +16,975 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,629 shares; 2024Q4: 29,237 shares; 2025Q1: 27,213 shares; 2025Q2: 25,576 shares; 2025Q3: 37,343 shares; 2025Q4: 36,983 shares; 2026Q1: 43,369 shares; 2026Q2: 40,107 shares 40,107 $8.94M 0.04% -3,262 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,884 shares; 2024Q4: 179,895 shares; 2025Q1: 169,012 shares; 2025Q2: 172,420 shares; 2025Q3: 195,808 shares; 2025Q4: 202,059 shares; 2026Q1: 214,614 shares; 2026Q2: 245,329 shares 245,329 $8.9M 0.04% +30,715 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,139 shares; 2024Q4: 91,205 shares; 2025Q1: 99,957 shares; 2025Q2: 95,829 shares; 2025Q3: 76,545 shares; 2025Q4: 83,124 shares; 2026Q1: 157,479 shares; 2026Q2: 165,730 shares 165,730 $8.88M 0.04% +8,251 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,501 shares; 2024Q4: 181,283 shares; 2025Q1: 169,537 shares; 2025Q2: 179,868 shares; 2025Q3: 185,009 shares; 2025Q4: 188,215 shares; 2026Q1: 226,037 shares; 2026Q2: 192,560 shares 192,560 $8.87M 0.04% -33,477 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,885 shares; 2024Q4: 65,696 shares; 2025Q1: 70,113 shares; 2025Q2: 65,026 shares; 2025Q3: 53,498 shares; 2025Q4: 80,632 shares; 2026Q1: 101,335 shares; 2026Q2: 97,752 shares 97,752 $8.84M 0.04% -3,583 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,387 shares; 2024Q4: 38,089 shares; 2025Q1: 35,094 shares; 2025Q2: 35,456 shares; 2025Q3: 30,313 shares; 2025Q4: 32,167 shares; 2026Q1: 49,547 shares; 2026Q2: 58,058 shares 58,058 $8.8M 0.04% +8,511 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 3,202 shares; 2026Q2: 3,871 shares 3,871 $8.78M 0.04% +669 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,262 shares; 2024Q4: 165,694 shares; 2025Q1: 192,316 shares; 2025Q2: 172,676 shares; 2025Q3: 187,635 shares; 2025Q4: 193,509 shares; 2026Q1: 191,832 shares; 2026Q2: 191,998 shares 191,998 $8.76M 0.04% +166 Timeline PTRN PATTERN GROUP INC More: the full row for PATTERN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346,704 shares 346,704 $8.73M 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,301 shares; 2024Q4: 51,843 shares; 2025Q1: 52,219 shares; 2025Q2: 53,841 shares; 2025Q3: 37,743 shares; 2025Q4: 39,449 shares; 2026Q1: 72,561 shares; 2026Q2: 68,769 shares 68,769 $8.7M 0.04% -3,792 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,542 shares; 2026Q2: 107,486 shares 107,486 $8.66M 0.04% +6,944 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277,095 shares; 2026Q1: 193,886 shares; 2026Q2: 154,027 shares 154,027 $8.65M 0.04% -39,859 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354,087 shares; 2025Q4: 377,726 shares; 2026Q1: 347,046 shares; 2026Q2: 304,330 shares 304,330 $8.64M 0.04% -42,716 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,024 shares; 2024Q4: 12,104 shares; 2025Q1: 12,104 shares; 2025Q2: 12,104 shares; 2025Q3: 95,477 shares; 2025Q4: 114,274 shares; 2026Q1: 170,656 shares; 2026Q2: 169,663 shares 169,663 $8.58M 0.04% -993 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,927 shares; 2026Q2: 112,016 shares 112,016 $8.54M 0.04% +28,089 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,009 shares; 2024Q4: 166,924 shares; 2025Q1: 161,221 shares; 2025Q2: 161,235 shares; 2025Q3: 128,746 shares; 2025Q4: 125,650 shares; 2026Q1: 151,481 shares; 2026Q2: 156,580 shares 156,580 $8.47M 0.04% +5,099 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,996 shares; 2024Q4: 16,203 shares; 2025Q1: 16,225 shares; 2025Q2: 16,029 shares; 2025Q3: 13,284 shares; 2025Q4: 13,502 shares; 2026Q1: 17,894 shares; 2026Q2: 17,047 shares 17,047 $8.47M 0.04% -847 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,014 shares; 2024Q4: 37,272 shares; 2025Q1: 35,344 shares; 2025Q2: 35,883 shares; 2025Q3: 32,452 shares; 2025Q4: 83,050 shares; 2026Q1: 89,731 shares; 2026Q2: 66,695 shares 66,695 $8.43M 0.04% -23,036 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,667 shares; 2024Q4: 8,127 shares; 2025Q1: 9,205 shares; 2025Q2: 8,899 shares; 2025Q3: 10,009 shares; 2025Q4: 10,734 shares; 2026Q1: 30,365 shares; 2026Q2: 54,403 shares 54,403 $8.39M 0.04% +24,038 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,166 shares; 2024Q4: 7,097 shares; 2025Q1: 7,429 shares; 2025Q2: 7,170 shares; 2025Q3: 14,831 shares; 2025Q4: 15,233 shares; 2026Q1: 14,928 shares; 2026Q2: 16,376 shares 16,376 $8.34M 0.04% +1,448 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,872 shares; 2025Q3: 79,173 shares; 2025Q4: 14,876 shares; 2026Q1: 66,549 shares; 2026Q2: 83,881 shares 83,881 $8.33M 0.04% +17,332 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,966 shares; 2024Q4: 16,132 shares; 2025Q1: 18,445 shares; 2025Q2: 19,530 shares; 2025Q3: 19,634 shares; 2025Q4: 19,501 shares; 2026Q1: 17,703 shares; 2026Q2: 18,429 shares 18,429 $8.31M 0.04% +726 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,864 shares; 2024Q4: 121,425 shares; 2025Q1: 134,676 shares; 2025Q2: 136,027 shares; 2025Q3: 146,584 shares; 2025Q4: 92,818 shares; 2026Q1: 167,291 shares; 2026Q2: 90,487 shares 90,487 $8.3M 0.04% -76,804 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,684 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 5,224 shares; 2025Q4: 78,283 shares; 2026Q1: 63,622 shares; 2026Q2: 60,485 shares 60,485 $8.27M 0.04% -3,137 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,629 shares; 2024Q4: 24,253 shares; 2025Q1: 23,875 shares; 2025Q2: 23,469 shares; 2025Q3: 11,784 shares; 2025Q4: 11,914 shares; 2026Q1: 36,609 shares; 2026Q2: 29,335 shares 29,335 $8.17M 0.04% -7,274 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,223 shares; 2025Q1: 1,040 shares; 2025Q2: 1,092 shares; 2025Q3: 1,325 shares; 2025Q4: 1,292 shares; 2026Q1: 8,253 shares; 2026Q2: 7,165 shares 7,165 $8.11M 0.04% -1,088 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,874 shares; 2024Q4: 12,500 shares; 2025Q1: 9,944 shares; 2025Q2: 10,609 shares; 2025Q3: 17,102 shares; 2025Q4: 18,573 shares; 2026Q1: 20,431 shares; 2026Q2: 20,518 shares 20,518 $8.08M 0.04% +87 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,272 shares; 2024Q4: 127,974 shares; 2025Q1: 87,291 shares; 2025Q2: 138,703 shares; 2025Q3: 100,539 shares; 2025Q4: 96,771 shares; 2026Q1: 145,457 shares; 2026Q2: 186,800 shares 186,800 $8.08M 0.04% +41,343 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311,121 shares; 2025Q4: 306,093 shares; 2026Q1: 380,458 shares; 2026Q2: 359,032 shares 359,032 $8.02M 0.04% -21,426 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,423 shares; 2024Q4: 33,855 shares; 2025Q1: 33,574 shares; 2025Q2: 33,723 shares; 2025Q3: 57,007 shares; 2025Q4: 56,049 shares; 2026Q1: 52,365 shares; 2026Q2: 52,509 shares 52,509 $7.99M 0.04% +144 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,097 shares; 2024Q4: 59,416 shares; 2025Q1: 59,791 shares; 2025Q2: 58,893 shares; 2025Q3: 17,736 shares; 2025Q4: 32,736 shares; 2026Q1: 76,556 shares; 2026Q2: 83,606 shares 83,606 $7.98M 0.04% +7,050 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,997 shares; 2024Q4: 47,201 shares; 2025Q1: 28,575 shares; 2025Q2: 27,407 shares; 2025Q3: 27,417 shares; 2025Q4: 39,298 shares; 2026Q1: 45,516 shares; 2026Q2: 47,011 shares 47,011 $7.95M 0.04% +1,495 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,775 shares; 2026Q1: 262,798 shares; 2026Q2: 390,049 shares 390,049 $7.94M 0.04% +127,251 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,125 shares; 2024Q4: 205,076 shares; 2025Q1: 205,286 shares; 2025Q2: 205,419 shares; 2025Q3: 204,253 shares; 2025Q4: 205,984 shares; 2026Q1: 208,768 shares; 2026Q2: 207,989 shares 207,989 $7.92M 0.04% -779 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,629 shares; 2024Q4: 9,178 shares; 2025Q1: 9,404 shares; 2025Q2: 8,726 shares; 2025Q3: 10,036 shares; 2025Q4: 29,583 shares; 2026Q1: 26,986 shares; 2026Q2: 26,357 shares 26,357 $7.88M 0.04% -629 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,030 shares; 2024Q4: 52,208 shares; 2025Q1: 48,907 shares; 2025Q2: 51,729 shares; 2025Q3: 34,803 shares; 2025Q4: 36,013 shares; 2026Q1: 71,148 shares; 2026Q2: 66,647 shares 66,647 $7.84M 0.04% -4,501 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,894 shares; 2024Q4: 64,488 shares; 2025Q1: 63,945 shares; 2025Q2: 62,720 shares; 2025Q3: 44,626 shares; 2025Q4: 49,692 shares; 2026Q1: 83,272 shares; 2026Q2: 75,311 shares 75,311 $7.83M 0.04% -7,961 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,208 shares; 2024Q4: 21,677 shares; 2025Q1: 20,267 shares; 2025Q2: 18,890 shares; 2025Q3: 21,903 shares; 2025Q4: 22,854 shares; 2026Q1: 23,995 shares; 2026Q2: 23,383 shares 23,383 $7.72M 0.04% -612 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,047 shares; 2025Q2: 58,440 shares; 2025Q3: 67,149 shares; 2025Q4: 149,224 shares; 2026Q1: 237,052 shares; 2026Q2: 297,986 shares 297,986 $7.65M 0.04% +60,934 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,142 shares; 2024Q4: 24,400 shares; 2025Q1: 22,982 shares; 2025Q2: 25,124 shares; 2025Q3: 23,878 shares; 2025Q4: 25,057 shares; 2026Q1: 38,756 shares; 2026Q2: 36,403 shares 36,403 $7.61M 0.04% -2,353 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,375 shares; 2025Q4: 34,841 shares; 2026Q1: 95,906 shares; 2026Q2: 108,894 shares 108,894 $7.56M 0.04% +12,988 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,442 shares; 2024Q4: 76,486 shares; 2025Q1: 74,212 shares; 2025Q2: 80,658 shares; 2025Q3: 89,399 shares; 2025Q4: 113,357 shares; 2026Q1: 137,663 shares; 2026Q2: 142,384 shares 142,384 $7.51M 0.03% +4,721 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,192 shares; 2024Q4: 54,745 shares; 2025Q1: 44,736 shares; 2025Q2: 38,204 shares; 2025Q3: 31,371 shares; 2025Q4: 34,515 shares; 2026Q1: 101,563 shares; 2026Q2: 47,304 shares 47,304 $7.51M 0.03% -54,259 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,630 shares; 2024Q4: 27,495 shares; 2025Q1: 27,495 shares; 2025Q2: 27,375 shares; 2025Q3: 20,245 shares; 2025Q4: 21,412 shares; 2026Q1: 46,429 shares; 2026Q2: 46,459 shares 46,459 $7.51M 0.03% +30 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,763 shares; 2024Q4: 6,311 shares; 2025Q1: 6,251 shares; 2025Q2: 6,326 shares; 2025Q3: 7,128 shares; 2025Q4: 7,324 shares; 2026Q1: 27,429 shares; 2026Q2: 30,951 shares 30,951 $7.5M 0.03% +3,522 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,706 shares; 2024Q4: 91,046 shares; 2025Q1: 69,228 shares; 2025Q2: 88,262 shares; 2025Q3: 73,301 shares; 2025Q4: 150,501 shares; 2026Q1: 164,562 shares; 2026Q2: 165,449 shares 165,449 $7.5M 0.03% +887 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,295 shares; 2025Q4: 84,162 shares; 2026Q1: 113,220 shares; 2026Q2: 100,175 shares 100,175 $7.44M 0.03% -13,045 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,886 shares; 2024Q4: 283,217 shares; 2025Q1: 290,528 shares; 2025Q2: 283,394 shares; 2025Q3: 308,787 shares; 2025Q4: 309,784 shares; 2026Q1: 314,876 shares; 2026Q2: 312,844 shares 312,844 $7.39M 0.03% -2,032 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,388 shares; 2024Q4: 55,754 shares; 2025Q1: 57,902 shares; 2025Q2: 61,918 shares; 2025Q3: 14,367 shares; 2025Q4: 14,534 shares; 2026Q1: 59,646 shares; 2026Q2: 141,864 shares 141,864 $7.36M 0.03% +82,218 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,557 shares; 2024Q4: 30,170 shares; 2025Q1: 28,800 shares; 2025Q2: 26,958 shares; 2025Q3: 31,532 shares; 2025Q4: 31,696 shares; 2026Q1: 32,583 shares; 2026Q2: 31,416 shares 31,416 $7.32M 0.03% -1,167 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,108 shares; 2025Q1: 3,062 shares; 2025Q2: 1,549 shares; 2025Q3: 45,399 shares; 2025Q4: 9,888 shares; 2026Q1: 45,178 shares; 2026Q2: 64,135 shares 64,135 $7.32M 0.03% +18,957 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,139 shares; 2024Q4: 4,554 shares; 2025Q1: 4,538 shares; 2025Q2: 4,566 shares; 2025Q3: 4,769 shares; 2025Q4: 15,625 shares; 2026Q1: 16,795 shares; 2026Q2: 16,689 shares 16,689 $7.3M 0.03% -106 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,479 shares; 2024Q4: 28,669 shares; 2025Q1: 21,611 shares; 2025Q2: 20,918 shares; 2025Q3: 78,708 shares; 2025Q4: 100,790 shares; 2026Q1: 95,916 shares; 2026Q2: 88,345 shares 88,345 $7.27M 0.03% -7,571 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,489 shares; 2024Q4: 1,503 shares; 2025Q1: 6,495 shares; 2025Q2: 1,708 shares; 2025Q3: 1,705 shares; 2025Q4: 2,423 shares; 2026Q1: 4,025 shares; 2026Q2: 3,647 shares 3,647 $7.26M 0.03% -378 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,285 shares; 2024Q4: 153,123 shares; 2025Q1: 140,226 shares; 2025Q2: 139,271 shares; 2025Q3: 150,570 shares; 2025Q4: 157,154 shares; 2026Q1: 165,825 shares; 2026Q2: 164,656 shares 164,656 $7.16M 0.03% -1,169 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,495 shares; 2024Q4: 6,732 shares; 2025Q1: 6,484 shares; 2025Q2: 6,543 shares; 2025Q3: 88,019 shares; 2025Q4: 89,627 shares; 2026Q1: 98,089 shares; 2026Q2: 106,348 shares 106,348 $7.15M 0.03% +8,259 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,868 shares; 2024Q4: 17,986 shares; 2025Q1: 19,665 shares; 2025Q2: 18,131 shares; 2025Q3: 9,960 shares; 2025Q4: 10,970 shares; 2026Q1: 24,259 shares; 2026Q2: 22,814 shares 22,814 $7.15M 0.03% -1,445 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,301 shares; 2025Q1: 13,155 shares; 2025Q2: 18,594 shares; 2025Q3: 73,131 shares; 2025Q4: 74,267 shares; 2026Q1: 126,456 shares; 2026Q2: 140,047 shares 140,047 $7.11M 0.03% +13,591 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; 2024Q3: 49,773 shares; 2024Q4: 49,705 shares; 2025Q1: 48,217 shares; 2025Q2: 49,401 shares; 2025Q3: 52,918 shares; 2025Q4: 52,359 shares; 2026Q1: 52,963 shares; 2026Q2: 68,361 shares 68,361 $7.11M 0.03% +15,398 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 447 shares; 2025Q1: 460 shares; 2025Q2: 6,688 shares; 2025Q3: 7,116 shares; 2025Q4: 9,131 shares; 2026Q1: 77,928 shares; 2026Q2: 77,163 shares 77,163 $7.11M 0.03% -765 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,296 shares; 2025Q4: 203,223 shares; 2026Q1: 229,637 shares; 2026Q2: 179,976 shares 179,976 $7.1M 0.03% -49,661 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,925 shares; 2026Q1: 236,462 shares; 2026Q2: 266,935 shares 266,935 $7.08M 0.03% +30,473 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,177 shares; 2024Q4: 24,393 shares; 2025Q1: 24,684 shares; 2025Q2: 24,944 shares; 2025Q3: 28,901 shares; 2025Q4: 29,255 shares; 2026Q1: 34,334 shares; 2026Q2: 77,672 shares 77,672 $7.04M 0.03% +43,338 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,340 shares; 2024Q4: 127,894 shares; 2025Q1: 121,664 shares; 2025Q2: 121,136 shares; 2025Q3: 117,032 shares; 2025Q4: 125,112 shares; 2026Q1: 155,382 shares; 2026Q2: 146,608 shares 146,608 $7.03M 0.03% -8,774 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,537 shares; 2024Q4: 123,599 shares; 2025Q1: 123,658 shares; 2025Q2: 121,148 shares; 2025Q3: 106,316 shares; 2025Q4: 110,985 shares; 2026Q1: 156,896 shares; 2026Q2: 147,675 shares 147,675 $7.02M 0.03% -9,221 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,904 shares; 2024Q4: 9,426 shares; 2025Q1: 9,165 shares; 2025Q2: 8,839 shares; 2025Q3: 7,712 shares; 2025Q4: 7,515 shares; 2026Q1: 9,708 shares; 2026Q2: 9,893 shares 9,893 $6.96M 0.03% +185 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,909 shares; 2024Q4: 9,491 shares; 2025Q1: 9,651 shares; 2025Q2: 9,399 shares; 2025Q3: 5,875 shares; 2025Q4: 6,312 shares; 2026Q1: 13,203 shares; 2026Q2: 13,374 shares 13,374 $6.94M 0.03% +171 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,020 shares; 2024Q4: 6,269 shares; 2025Q1: 6,408 shares; 2025Q2: 6,312 shares; 2025Q3: 8,403 shares; 2025Q4: 10,693 shares; 2026Q1: 14,912 shares; 2026Q2: 27,027 shares 27,027 $6.91M 0.03% +12,115 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,551 shares; 2024Q4: 146,844 shares; 2025Q1: 144,110 shares; 2025Q2: 122,343 shares; 2025Q3: 136,100 shares; 2025Q4: 163,564 shares; 2026Q1: 282,419 shares; 2026Q2: 282,065 shares 282,065 $6.81M 0.03% -354 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,668 shares; 2024Q4: 48,403 shares; 2025Q1: 48,600 shares; 2025Q2: 60,296 shares; 2025Q3: 94,330 shares; 2025Q4: 103,103 shares; 2026Q1: 124,408 shares; 2026Q2: 131,708 shares 131,708 $6.78M 0.03% +7,300 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,166 shares; 2024Q4: 61,600 shares; 2025Q1: 62,113 shares; 2025Q2: 62,768 shares; 2025Q3: 59,845 shares; 2025Q4: 59,474 shares; 2026Q1: 64,380 shares; 2026Q2: 64,559 shares 64,559 $6.61M 0.03% +179 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,465 shares; 2024Q4: 17,670 shares; 2025Q1: 21,859 shares; 2025Q2: 29,959 shares; 2025Q3: 50,987 shares; 2025Q4: 53,780 shares; 2026Q1: 55,123 shares; 2026Q2: 54,104 shares 54,104 $6.6M 0.03% -1,019 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,862 shares; 2024Q4: 11,154 shares; 2025Q1: 10,225 shares; 2025Q2: 10,533 shares; 2025Q3: 8,837 shares; 2025Q4: 9,443 shares; 2026Q1: 15,613 shares; 2026Q2: 16,536 shares 16,536 $6.57M 0.03% +923 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,199 shares; 2024Q4: 46,699 shares; 2025Q1: 45,068 shares; 2025Q2: 47,150 shares; 2025Q3: 29,748 shares; 2025Q4: 29,246 shares; 2026Q1: 51,245 shares; 2026Q2: 50,342 shares 50,342 $6.53M 0.03% -903 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,326 shares; 2024Q4: 33,612 shares; 2025Q1: 31,481 shares; 2025Q2: 34,388 shares; 2025Q3: 65,099 shares; 2025Q4: 71,033 shares; 2026Q1: 132,084 shares; 2026Q2: 107,970 shares 107,970 $6.52M 0.03% -24,114 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,133 shares; 2025Q4: 58,993 shares; 2026Q1: 54,908 shares; 2026Q2: 60,528 shares 60,528 $6.47M 0.03% +5,620 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,126 shares; 2024Q4: 189,060 shares; 2025Q1: 186,869 shares; 2025Q2: 191,275 shares; 2025Q3: 206,484 shares; 2025Q4: 138,197 shares; 2026Q1: 322,105 shares; 2026Q2: 149,879 shares 149,879 $6.47M 0.03% -172,226 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,670 shares; 2024Q4: 137,190 shares; 2025Q1: 132,404 shares; 2025Q2: 128,516 shares; 2025Q3: 113,808 shares; 2025Q4: 106,162 shares; 2026Q1: 128,393 shares; 2026Q2: 125,818 shares 125,818 $6.47M 0.03% -2,575 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,406 shares; 2024Q4: 161,924 shares; 2025Q1: 184,221 shares; 2025Q2: 188,990 shares; 2025Q3: 190,225 shares; 2025Q4: 229,745 shares; 2026Q1: 267,290 shares; 2026Q2: 279,053 shares 279,053 $6.46M 0.03% +11,763 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,817 shares; 2024Q4: 149,094 shares; 2025Q1: 29,808 shares; 2025Q2: 30,474 shares; 2025Q3: 101,455 shares; 2025Q4: 150,166 shares; 2026Q1: 90,829 shares; 2026Q2: 71,175 shares 71,175 $6.4M 0.03% -19,654 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,081 shares; 2024Q4: 17,479 shares; 2025Q1: 19,373 shares; 2025Q2: 18,221 shares; 2025Q3: 14,285 shares; 2025Q4: 15,928 shares; 2026Q1: 30,850 shares; 2026Q2: 25,810 shares 25,810 $6.35M 0.03% -5,040 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,819 shares; 2024Q4: 199,428 shares; 2025Q1: 185,351 shares; 2025Q2: 149,510 shares; 2025Q3: 112,449 shares; 2025Q4: 108,663 shares; 2026Q1: 148,548 shares; 2026Q2: 145,343 shares 145,343 $6.29M 0.03% -3,205 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,368 shares; 2024Q4: 125,652 shares; 2025Q1: 124,252 shares; 2025Q2: 116,842 shares; 2025Q3: 99,664 shares; 2025Q4: 98,488 shares; 2026Q1: 127,626 shares; 2026Q2: 127,510 shares 127,510 $6.28M 0.03% -116 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,104 shares; 2026Q2: 41,317 shares 41,317 $6.28M 0.03% +13,213 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,917 shares; 2024Q4: 21,423 shares; 2025Q1: 20,101 shares; 2025Q2: 19,318 shares; 2025Q3: 39,148 shares; 2025Q4: 175,498 shares; 2026Q1: 192,470 shares; 2026Q2: 205,499 shares 205,499 $6.27M 0.03% +13,029 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,098 shares; 2025Q4: 22,926 shares; 2026Q1: 101,172 shares; 2026Q2: 118,738 shares 118,738 $6.26M 0.03% +17,566 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,844 shares; 2026Q2: 119,351 shares 119,351 $6.22M 0.03% -13,493 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,230 shares; 2024Q4: 58,704 shares; 2025Q1: 97,890 shares; 2025Q2: 95,036 shares; 2025Q3: 106,389 shares; 2025Q4: 47,301 shares; 2026Q1: 45,991 shares; 2026Q2: 47,540 shares 47,540 $6.21M 0.03% +1,549 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,140 shares; 2025Q4: 109,082 shares; 2026Q1: 267,747 shares; 2026Q2: 315,330 shares 315,330 $6.19M 0.03% +47,583 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,598 shares; 2024Q4: 23,819 shares; 2025Q1: 22,324 shares; 2025Q2: 29,801 shares; 2025Q3: 34,433 shares; 2025Q4: 34,825 shares; 2026Q1: 43,249 shares; 2026Q2: 42,161 shares 42,161 $6.17M 0.03% -1,088 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,545 shares; 2024Q4: 72,310 shares; 2025Q1: 72,169 shares; 2025Q2: 71,598 shares; 2025Q3: 52,221 shares; 2025Q4: 54,653 shares; 2026Q1: 77,363 shares; 2026Q2: 81,484 shares 81,484 $6.17M 0.03% +4,121 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,773 shares; 2024Q4: 109,227 shares; 2025Q1: 105,771 shares; 2025Q2: 105,468 shares; 2025Q3: 90,978 shares; 2025Q4: 83,233 shares; 2026Q1: 101,642 shares; 2026Q2: 97,914 shares 97,914 $6.16M 0.03% -3,728 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,092 shares; 2024Q4: 25,810 shares; 2025Q1: 24,819 shares; 2025Q2: 25,026 shares; 2025Q3: 59,122 shares; 2025Q4: 62,664 shares; 2026Q1: 66,024 shares; 2026Q2: 67,817 shares 67,817 $6.16M 0.03% +1,793 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,652 shares; 2026Q1: 21,220 shares; 2026Q2: 20,880 shares 20,880 $6.11M 0.03% -340 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,619 shares; 2024Q4: 74,952 shares; 2025Q1: 107,944 shares; 2025Q2: 89,250 shares; 2025Q3: 70,678 shares; 2025Q4: 67,502 shares; 2026Q1: 127,205 shares; 2026Q2: 126,190 shares 126,190 $6.03M 0.03% -1,015 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,634 shares; 2024Q4: 8,616 shares; 2025Q1: 9,886 shares; 2025Q2: 9,701 shares; 2025Q3: 9,385 shares; 2025Q4: 9,534 shares; 2026Q1: 11,667 shares; 2026Q2: 72,736 shares 72,736 $6.01M 0.03% +61,069 Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,888 shares; 2025Q2: 134,182 shares; 2025Q3: 145,170 shares; 2025Q4: 152,047 shares; 2026Q1: 155,149 shares; 2026Q2: 153,159 shares 153,159 $5.99M 0.03% -1,990 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,230 shares; 2025Q4: 140,376 shares; 2026Q1: 147,753 shares; 2026Q2: 151,625 shares 151,625 $5.98M 0.03% +3,872 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,022 shares; 2025Q4: 128,735 shares; 2026Q1: 233,209 shares; 2026Q2: 321,131 shares 321,131 $5.97M 0.03% +87,922 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,031 shares; 2024Q4: 8,483 shares; 2025Q1: 11,149 shares; 2025Q2: 10,054 shares; 2025Q3: 9,198 shares; 2025Q4: 9,525 shares; 2026Q1: 29,753 shares; 2026Q2: 82,642 shares 82,642 $5.94M 0.03% +52,889 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,374 shares; 2024Q4: 69,483 shares; 2025Q1: 69,572 shares; 2025Q2: 71,637 shares; 2025Q3: 30,894 shares; 2025Q4: 50,678 shares; 2026Q1: 133,404 shares; 2026Q2: 139,319 shares 139,319 $5.93M 0.03% +5,915 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,628 shares; 2024Q4: 11,889 shares; 2025Q1: 18,386 shares; 2025Q2: 18,652 shares; 2025Q3: 20,631 shares; 2025Q4: 20,371 shares; 2026Q1: 17,278 shares; 2026Q2: 41,952 shares 41,952 $5.92M 0.03% +24,674 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,710 shares; 2024Q4: 28,913 shares; 2025Q1: 28,297 shares; 2025Q2: 28,110 shares; 2025Q3: 28,909 shares; 2025Q4: 29,215 shares; 2026Q1: 29,531 shares; 2026Q2: 29,648 shares 29,648 $5.92M 0.03% +117 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,734 shares; 2024Q4: 22,744 shares; 2025Q1: 22,694 shares; 2025Q2: 20,694 shares; 2025Q3: 30,121 shares; 2025Q4: 35,526 shares; 2026Q1: 36,585 shares; 2026Q2: 36,983 shares 36,983 $5.85M 0.03% +398 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,516 shares; 2025Q4: 34,824 shares; 2026Q1: 41,565 shares; 2026Q2: 62,457 shares 62,457 $5.85M 0.03% +20,892 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,782 shares; 2024Q4: 195,791 shares; 2025Q1: 199,171 shares; 2025Q2: 194,034 shares; 2025Q3: 202,898 shares; 2025Q4: 209,272 shares; 2026Q1: 217,261 shares; 2026Q2: 216,493 shares 216,493 $5.77M 0.03% -768 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,540 shares; 2024Q4: 70,671 shares; 2025Q1: 69,931 shares; 2025Q2: 66,514 shares; 2025Q3: 36,141 shares; 2025Q4: 36,176 shares; 2026Q1: 65,805 shares; 2026Q2: 66,163 shares 66,163 $5.73M 0.03% +358 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,665 shares; 2024Q4: 14,721 shares; 2025Q1: 20,202 shares; 2025Q2: 22,144 shares; 2025Q3: 26,082 shares; 2025Q4: 48,115 shares; 2026Q1: 56,293 shares; 2026Q2: 50,200 shares 50,200 $5.73M 0.03% -6,093 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,323 shares; 2026Q2: 125,458 shares 125,458 $5.7M 0.03% +84,135 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,436 shares; 2024Q4: 52,036 shares; 2025Q1: 47,939 shares; 2025Q2: 64,147 shares; 2025Q3: 67,996 shares; 2025Q4: 68,614 shares; 2026Q1: 139,635 shares; 2026Q2: 137,395 shares 137,395 $5.69M 0.03% -2,240 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,093 shares; 2024Q4: 58,018 shares; 2025Q1: 77,764 shares; 2025Q2: 82,946 shares; 2025Q3: 98,788 shares; 2025Q4: 103,937 shares; 2026Q1: 109,733 shares; 2026Q2: 108,786 shares 108,786 $5.67M 0.03% -947 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,729 shares; 2025Q4: 55,276 shares; 2026Q1: 51,575 shares; 2026Q2: 109,186 shares 109,186 $5.66M 0.03% +57,611 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,313 shares; 2024Q4: 57,882 shares; 2025Q1: 58,672 shares; 2025Q2: 57,528 shares; 2025Q3: 52,810 shares; 2025Q4: 48,608 shares; 2026Q1: 224,823 shares; 2026Q2: 200,292 shares 200,292 $5.65M 0.03% -24,531 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,847 shares; 2024Q4: 31,331 shares; 2025Q1: 26,750 shares; 2025Q2: 27,558 shares; 2025Q3: 20,413 shares; 2025Q4: 23,317 shares; 2026Q1: 32,892 shares; 2026Q2: 31,845 shares 31,845 $5.61M 0.03% -1,047 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,587 shares; 2025Q1: 153,622 shares; 2025Q2: 163,121 shares; 2025Q3: 146,139 shares; 2025Q4: 144,791 shares; 2026Q1: 39,775 shares; 2026Q2: 33,782 shares 33,782 $5.61M 0.03% -5,993 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,630 shares; 2024Q4: 12,157 shares; 2025Q1: 12,545 shares; 2025Q2: 10,967 shares; 2025Q3: 10,930 shares; 2025Q4: 13,877 shares; 2026Q1: 17,894 shares; 2026Q2: 17,809 shares 17,809 $5.6M 0.03% -85 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,826 shares 39,826 $5.58M 0.03% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,217 shares; 2024Q4: 187,070 shares; 2025Q1: 183,766 shares; 2025Q2: 174,799 shares; 2025Q3: 137,857 shares; 2025Q4: 121,912 shares; 2026Q1: 141,335 shares; 2026Q2: 138,425 shares 138,425 $5.57M 0.03% -2,910 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,059 shares; 2024Q4: 10,059 shares; 2025Q1: 10,410 shares; 2025Q2: 6,607 shares; 2025Q3: 116,959 shares; 2025Q4: 119,350 shares; 2026Q1: 131,783 shares; 2026Q2: 122,582 shares 122,582 $5.53M 0.03% -9,201 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,335 shares; 2024Q4: 9,371 shares; 2025Q1: 12,571 shares; 2025Q2: 12,609 shares; 2025Q3: 11,127 shares; 2025Q4: 53,047 shares; 2026Q1: 86,135 shares; 2026Q2: 108,394 shares 108,394 $5.52M 0.03% +22,259 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 46,155 shares; 2026Q1: 44,242 shares; 2026Q2: 47,000 shares 47,000 $5.5M 0.03% +2,758 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,987 shares; 2024Q4: 9,312 shares; 2025Q1: 9,641 shares; 2025Q2: 9,649 shares; 2025Q3: 10,863 shares; 2025Q4: 26,389 shares; 2026Q1: 28,222 shares; 2026Q2: 27,918 shares 27,918 $5.46M 0.03% -304 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,131 shares; 2026Q2: 158,286 shares 158,286 $5.36M 0.02% +1,155 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,757 shares; 2024Q4: 138,924 shares; 2025Q1: 138,509 shares; 2025Q2: 138,593 shares; 2025Q3: 45,123 shares; 2025Q4: 45,123 shares; 2026Q1: 157,833 shares; 2026Q2: 213,303 shares 213,303 $5.34M 0.02% +55,470 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,577 shares; 2024Q4: 29,785 shares; 2025Q1: 29,225 shares; 2025Q2: 28,643 shares; 2025Q3: 23,435 shares; 2025Q4: 26,252 shares; 2026Q1: 33,452 shares; 2026Q2: 33,239 shares 33,239 $5.31M 0.02% -213 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,395 shares; 2024Q4: 19,784 shares; 2025Q1: 19,323 shares; 2025Q2: 19,587 shares; 2025Q3: 18,270 shares; 2025Q4: 21,637 shares; 2026Q1: 37,644 shares; 2026Q2: 38,831 shares 38,831 $5.31M 0.02% +1,187 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,673 shares; 2024Q4: 144,309 shares; 2025Q1: 121,520 shares; 2025Q2: 135,734 shares; 2025Q3: 117,314 shares; 2025Q4: 111,350 shares; 2026Q1: 114,669 shares; 2026Q2: 120,513 shares 120,513 $5.31M 0.02% +5,844 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,439 shares; 2025Q2: 70,046 shares; 2025Q3: 126,436 shares; 2025Q4: 123,999 shares; 2026Q1: 126,482 shares; 2026Q2: 124,487 shares 124,487 $5.24M 0.02% -1,995 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,449 shares; 2025Q4: 39,625 shares; 2026Q1: 41,730 shares; 2026Q2: 63,621 shares 63,621 $5.22M 0.02% +21,891 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,823 shares; 2024Q4: 46,658 shares; 2025Q1: 47,588 shares; 2025Q2: 47,368 shares; 2025Q3: 9,352 shares; 2025Q4: 37,783 shares; 2026Q1: 45,415 shares; 2026Q2: 44,220 shares 44,220 $5.18M 0.02% -1,195 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,421 shares; 2024Q4: 24,231 shares; 2025Q1: 23,104 shares; 2025Q2: 22,107 shares; 2025Q3: 17,845 shares; 2025Q4: 16,486 shares; 2026Q1: 19,445 shares; 2026Q2: 19,093 shares 19,093 $5.16M 0.02% -352 Timeline