AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803,936 shares; 2024Q4: 816,103 shares; 2025Q1: 831,258 shares; 2025Q2: 797,842 shares; 2025Q3: 961,238 shares; 2025Q4: 963,918 shares; 2026Q1: 957,162 shares; 2026Q2: 926,035 shares 926,035 $268M 2.45% -31,127 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,237 shares; 2024Q4: 318,573 shares; 2025Q1: 299,969 shares; 2025Q2: 321,625 shares; 2025Q3: 353,683 shares; 2025Q4: 393,787 shares; 2026Q1: 405,561 shares; 2026Q2: 474,527 shares 474,527 $177M 1.62% +68,966 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: 567,602 shares; 2024Q4: 562,907 shares; 2025Q1: 405,250 shares; 2025Q2: 429,987 shares; 2025Q3: 643,424 shares; 2025Q4: 636,666 shares; 2026Q1: 639,641 shares; 2026Q2: 849,108 shares 849,108 $170M 1.55% +209,467 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748,164 shares; 2024Q4: 1,595,808 shares; 2025Q1: not reported; 2025Q2: 3,062,999 shares; 2025Q3: 3,694,128 shares; 2025Q4: 4,024,099 shares; 2026Q1: 3,875,058 shares; 2026Q2: 3,357,208 shares 3,357,208 $169M 1.54% -517,850 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: 451,865 shares; 2024Q4: 468,225 shares; 2025Q1: 754,366 shares; 2025Q2: 648,806 shares; 2025Q3: 740,084 shares; 2025Q4: 1,342,569 shares; 2026Q1: 1,375,898 shares; 2026Q2: 1,320,719 shares 1,320,719 $157M 1.43% -55,179 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: 599,022 shares; 2024Q4: 620,671 shares; 2025Q1: 628,826 shares; 2025Q2: 655,396 shares; 2025Q3: 677,124 shares; 2025Q4: 712,182 shares; 2026Q1: 787,337 shares; 2026Q2: 825,427 shares 825,427 $155M 1.42% +38,090 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834,196 shares; 2024Q4: 881,337 shares; 2025Q1: 972,091 shares; 2025Q2: 1,013,017 shares; 2025Q3: 1,074,596 shares; 2025Q4: 1,148,105 shares; 2026Q1: 1,313,006 shares; 2026Q2: 1,392,296 shares 1,392,296 $153M 1.4% +79,290 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,960 shares; 2024Q4: 632,296 shares; 2025Q1: 1,286,474 shares; 2025Q2: 1,596,810 shares; 2025Q3: 1,514,054 shares; 2025Q4: 1,524,255 shares; 2026Q1: 1,981,597 shares; 2026Q2: 2,375,737 shares 2,375,737 $144M 1.32% +394,140 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,307 shares; 2024Q4: 56,623 shares; 2025Q1: 59,588 shares; 2025Q2: 54,239 shares; 2025Q3: 76,959 shares; 2025Q4: 79,244 shares; 2026Q1: 4,074,491 shares; 2026Q2: 4,137,049 shares 4,137,049 $143M 1.31% +62,558 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,525 shares; 2024Q4: 294,822 shares; 2025Q1: 342,194 shares; 2025Q2: 409,183 shares; 2025Q3: 545,186 shares; 2025Q4: 748,621 shares; 2026Q1: 2,634,776 shares; 2026Q2: 2,733,600 shares 2,733,600 $129M 1.18% +98,824 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: 272,971 shares; 2024Q4: 311,884 shares; 2025Q1: 368,920 shares; 2025Q2: 470,078 shares; 2025Q3: 599,098 shares; 2025Q4: 731,518 shares; 2026Q1: 2,753,949 shares; 2026Q2: 2,837,703 shares 2,837,703 $126M 1.15% +83,754 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: 273,314 shares; 2024Q4: 282,475 shares; 2025Q1: 249,752 shares; 2025Q2: 255,305 shares; 2025Q3: 254,691 shares; 2025Q4: 248,865 shares; 2026Q1: 261,677 shares; 2026Q2: 331,195 shares 331,195 $125M 1.14% +69,518 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: 220,162 shares; 2024Q4: 647,896 shares; 2025Q1: 739,708 shares; 2025Q2: 716,680 shares; 2025Q3: 731,023 shares; 2025Q4: 697,613 shares; 2026Q1: 701,084 shares; 2026Q2: 623,412 shares 623,412 $110M 1% -77,672 Timeline SPMB 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: 2,081,472 shares; 2024Q4: 4,367,937 shares; 2025Q1: 4,997,010 shares; 2025Q2: 6,235,452 shares; 2025Q3: 5,779,137 shares; 2025Q4: 6,119,180 shares; 2026Q1: 6,426,504 shares; 2026Q2: 4,813,580 shares 4,813,580 $107M 0.98% -1,612,924 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: 1,979,845 shares; 2024Q4: 4,179,349 shares; 2025Q1: 3,571,370 shares; 2025Q2: 3,709,536 shares; 2025Q3: 3,936,386 shares; 2025Q4: 4,194,273 shares; 2026Q1: 3,563,500 shares; 2026Q2: 3,779,494 shares 3,779,494 $105M 0.96% +215,994 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432,715 shares; 2024Q4: 1,375,700 shares; 2025Q1: 996,596 shares; 2025Q2: 1,089,506 shares; 2025Q3: 1,129,521 shares; 2025Q4: 993,809 shares; 2026Q1: 788,797 shares; 2026Q2: 1,126,266 shares 1,126,266 $89.4M 0.82% +337,469 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: 154,060 shares; 2024Q4: 163,726 shares; 2025Q1: 142,716 shares; 2025Q2: 140,153 shares; 2025Q3: 203,909 shares; 2025Q4: 207,418 shares; 2026Q1: 218,529 shares; 2026Q2: 235,873 shares 235,873 $84.3M 0.77% +17,344 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,537 shares; 2024Q4: 2,550 shares; 2025Q1: 344,612 shares; 2025Q2: 1,163,801 shares; 2025Q3: 934,346 shares; 2025Q4: 612,565 shares; 2026Q1: 506,333 shares; 2026Q2: 836,231 shares 836,231 $83.9M 0.77% +329,898 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: 335,966 shares; 2024Q4: 352,098 shares; 2025Q1: 366,187 shares; 2025Q2: 374,378 shares; 2025Q3: 386,472 shares; 2025Q4: 340,543 shares; 2026Q1: 338,904 shares; 2026Q2: 327,322 shares 327,322 $82.4M 0.75% -11,582 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: 677,989 shares; 2024Q4: 714,507 shares; 2025Q1: 705,955 shares; 2025Q2: 707,734 shares; 2025Q3: 787,690 shares; 2025Q4: 854,876 shares; 2026Q1: 949,261 shares; 2026Q2: 980,080 shares 980,080 $81M 0.74% +30,819 Timeline CGCB 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: 12,469 shares; 2024Q4: 38,043 shares; 2025Q1: 61,378 shares; 2025Q2: 76,292 shares; 2025Q3: 125,647 shares; 2025Q4: 189,658 shares; 2026Q1: 2,898,079 shares; 2026Q2: 3,040,699 shares 3,040,699 $79.6M 0.73% +142,620 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,328 shares; 2024Q4: 273,109 shares; 2025Q1: 315,435 shares; 2025Q2: 320,599 shares; 2025Q3: 385,664 shares; 2025Q4: 487,858 shares; 2026Q1: 3,237,956 shares; 2026Q2: 3,438,056 shares 3,438,056 $76.6M 0.7% +200,100 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: 236,294 shares; 2024Q4: 247,084 shares; 2025Q1: 209,073 shares; 2025Q2: 210,123 shares; 2025Q3: 290,221 shares; 2025Q4: 298,628 shares; 2026Q1: 302,411 shares; 2026Q2: 318,490 shares 318,490 $75.9M 0.69% +16,079 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: 225,920 shares; 2024Q4: 228,828 shares; 2025Q1: 261,503 shares; 2025Q2: 286,911 shares; 2025Q3: 296,998 shares; 2025Q4: 291,869 shares; 2026Q1: 289,021 shares; 2026Q2: 254,168 shares 254,168 $75.8M 0.69% -34,853 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: 492,735 shares; 2024Q4: 501,172 shares; 2025Q1: 570,274 shares; 2025Q2: 591,290 shares; 2025Q3: 613,076 shares; 2025Q4: 613,972 shares; 2026Q1: 585,046 shares; 2026Q2: 534,042 shares 534,042 $73M 0.67% -51,004 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: 70,604 shares; 2024Q4: 72,826 shares; 2025Q1: 70,063 shares; 2025Q2: 71,952 shares; 2025Q3: 86,728 shares; 2025Q4: 88,081 shares; 2026Q1: 85,995 shares; 2026Q2: 75,598 shares 75,598 $70.8M 0.65% -10,397 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: 207,640 shares; 2024Q4: 212,803 shares; 2025Q1: 232,969 shares; 2025Q2: 239,206 shares; 2025Q3: 253,173 shares; 2025Q4: 198,450 shares; 2026Q1: 199,045 shares; 2026Q2: 199,705 shares 199,705 $70.5M 0.64% +660 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: 545,713 shares; 2024Q4: 588,250 shares; 2025Q1: 578,627 shares; 2025Q2: 609,071 shares; 2025Q3: 648,042 shares; 2025Q4: 685,058 shares; 2026Q1: 777,684 shares; 2026Q2: 857,672 shares 857,672 $67.8M 0.62% +79,988 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: 735,430 shares; 2024Q4: 751,130 shares; 2025Q1: 765,342 shares; 2025Q2: 771,298 shares; 2025Q3: 844,179 shares; 2025Q4: 671,349 shares; 2026Q1: 668,746 shares; 2026Q2: 589,816 shares 589,816 $66.8M 0.61% -78,930 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: 597,298 shares; 2024Q4: 640,279 shares; 2025Q1: 748,101 shares; 2025Q2: 813,532 shares; 2025Q3: 880,131 shares; 2025Q4: 1,007,371 shares; 2026Q1: 1,093,012 shares; 2026Q2: 1,344,683 shares 1,344,683 $66.3M 0.6% +251,671 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568,629 shares; 2024Q4: 575,198 shares; 2025Q1: 609,706 shares; 2025Q2: 618,304 shares; 2025Q3: 623,624 shares; 2025Q4: 599,147 shares; 2026Q1: 584,490 shares; 2026Q2: 517,902 shares 517,902 $60.5M 0.55% -66,588 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647,955 shares; 2026Q2: 651,701 shares 651,701 $59.4M 0.54% +3,746 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: 27,339 shares; 2024Q4: 73,535 shares; 2025Q1: 115,816 shares; 2025Q2: 146,366 shares; 2025Q3: 208,349 shares; 2025Q4: 291,549 shares; 2026Q1: 1,341,367 shares; 2026Q2: 1,578,663 shares 1,578,663 $59.1M 0.54% +237,296 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,572 shares; 2024Q4: 294,123 shares; 2025Q1: 345,977 shares; 2025Q2: 351,951 shares; 2025Q3: 357,969 shares; 2025Q4: 352,217 shares; 2026Q1: 339,303 shares; 2026Q2: 341,125 shares 341,125 $58.8M 0.54% +1,822 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: 100,736 shares; 2024Q4: 102,593 shares; 2025Q1: 109,534 shares; 2025Q2: 112,155 shares; 2025Q3: 124,901 shares; 2025Q4: 122,878 shares; 2026Q1: 121,229 shares; 2026Q2: 111,091 shares 111,091 $57.1M 0.52% -10,138 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: 140,556 shares; 2024Q4: 147,225 shares; 2025Q1: 125,464 shares; 2025Q2: 129,469 shares; 2025Q3: 140,267 shares; 2025Q4: 150,407 shares; 2026Q1: 158,229 shares; 2026Q2: 173,008 shares 173,008 $56.6M 0.52% +14,779 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,291 shares; 2024Q4: 111,884 shares; 2025Q1: 128,458 shares; 2025Q2: 130,030 shares; 2025Q3: 133,089 shares; 2025Q4: 130,604 shares; 2026Q1: 126,052 shares; 2026Q2: 71,036 shares 71,036 $56.5M 0.52% -55,016 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779,674 shares; 2026Q1: 1,303,199 shares; 2026Q2: 1,308,782 shares 1,308,782 $54.9M 0.5% +5,583 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,463 shares; 2024Q4: 108,766 shares; 2025Q1: 126,107 shares; 2025Q2: 128,440 shares; 2025Q3: 146,533 shares; 2025Q4: 145,131 shares; 2026Q1: 141,901 shares; 2026Q2: 128,444 shares 128,444 $53.5M 0.49% -13,457 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,245 shares; 2024Q4: 292,431 shares; 2025Q1: 698,764 shares; 2025Q2: 797,860 shares; 2025Q3: 955,746 shares; 2025Q4: 1,042,588 shares; 2026Q1: 1,032,523 shares; 2026Q2: 1,065,523 shares 1,065,523 $53.1M 0.48% +33,000 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: 856,099 shares; 2024Q4: 888,041 shares; 2025Q1: 1,503,329 shares; 2025Q2: 1,562,239 shares; 2025Q3: 1,679,553 shares; 2025Q4: 1,811,444 shares; 2026Q1: 2,100,294 shares; 2026Q2: 2,229,955 shares 2,229,955 $52.8M 0.48% +129,661 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,528 shares; 2024Q4: 543,544 shares; 2025Q1: 671,969 shares; 2025Q2: 686,771 shares; 2025Q3: 709,356 shares; 2025Q4: 721,749 shares; 2026Q1: 701,530 shares; 2026Q2: 620,922 shares 620,922 $52.6M 0.48% -80,608 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,906 shares; 2025Q2: 140,006 shares; 2025Q3: 379,053 shares; 2025Q4: 619,247 shares; 2026Q1: 1,298,512 shares; 2026Q2: 1,490,362 shares 1,490,362 $52.5M 0.48% +191,850 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: 123,192 shares; 2024Q4: 124,933 shares; 2025Q1: 122,336 shares; 2025Q2: 123,055 shares; 2025Q3: 135,527 shares; 2025Q4: 137,716 shares; 2026Q1: 140,258 shares; 2026Q2: 148,421 shares 148,421 $52.4M 0.48% +8,163 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: 292,575 shares; 2024Q4: 298,489 shares; 2025Q1: 323,511 shares; 2025Q2: 332,876 shares; 2025Q3: 331,758 shares; 2025Q4: 330,857 shares; 2026Q1: 328,740 shares; 2026Q2: 281,215 shares 281,215 $52M 0.47% -47,525 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: 162,254 shares; 2024Q4: 165,120 shares; 2025Q1: 364,378 shares; 2025Q2: 387,705 shares; 2025Q3: 398,553 shares; 2025Q4: 377,346 shares; 2026Q1: 382,500 shares; 2026Q2: 342,734 shares 342,734 $50.3M 0.46% -39,766 Timeline CGHY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,975,581 shares; 2026Q2: 1,975,806 shares 1,975,806 $50M 0.46% +225 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,207 shares; 2024Q4: 141,056 shares; 2025Q1: 188,722 shares; 2025Q2: 265,893 shares; 2025Q3: 389,669 shares; 2025Q4: 646,639 shares; 2026Q1: 941,932 shares; 2026Q2: 1,314,820 shares 1,314,820 $49.9M 0.46% +372,888 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928,076 shares; 2026Q2: 1,961,663 shares 1,961,663 $49.8M 0.45% +33,587 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: 419,499 shares; 2024Q4: 443,561 shares; 2025Q1: 484,278 shares; 2025Q2: 542,214 shares; 2025Q3: 680,615 shares; 2025Q4: 817,694 shares; 2026Q1: 949,627 shares; 2026Q2: 1,175,063 shares 1,175,063 $49.7M 0.45% +225,436 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: 27,452 shares; 2024Q4: 28,302 shares; 2025Q1: 70,458 shares; 2025Q2: 31,420 shares; 2025Q3: 63,437 shares; 2025Q4: 66,042 shares; 2026Q1: 67,028 shares; 2026Q2: 66,463 shares 66,463 $49.6M 0.45% -565 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: 570,551 shares; 2024Q4: 587,605 shares; 2025Q1: 599,977 shares; 2025Q2: 584,672 shares; 2025Q3: 580,141 shares; 2025Q4: 618,694 shares; 2026Q1: 570,025 shares; 2026Q2: 687,056 shares 687,056 $49M 0.45% +117,031 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: 196,922 shares; 2024Q4: 202,516 shares; 2025Q1: 228,488 shares; 2025Q2: 233,449 shares; 2025Q3: 237,226 shares; 2025Q4: 229,997 shares; 2026Q1: 226,830 shares; 2026Q2: 218,370 shares 218,370 $48.9M 0.45% -8,460 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: 44,697 shares; 2024Q4: 49,297 shares; 2025Q1: 50,969 shares; 2025Q2: 52,036 shares; 2025Q3: 61,909 shares; 2025Q4: 65,514 shares; 2026Q1: 72,492 shares; 2026Q2: 85,857 shares 85,857 $48.4M 0.44% +13,365 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: 1,861,963 shares; 2024Q4: 1,985,824 shares; 2025Q1: 2,247,395 shares; 2025Q2: 1,017,515 shares; 2025Q3: 1,105,582 shares; 2025Q4: 1,192,956 shares; 2026Q1: 1,508,372 shares; 2026Q2: 2,042,877 shares 2,042,877 $47.9M 0.44% +534,505 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: 204,636 shares; 2024Q4: 207,010 shares; 2025Q1: 228,952 shares; 2025Q2: 232,745 shares; 2025Q3: 239,156 shares; 2025Q4: 230,757 shares; 2026Q1: 222,045 shares; 2026Q2: 175,985 shares 175,985 $47.6M 0.43% -46,060 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: 1,080,015 shares; 2024Q4: 1,089,676 shares; 2025Q1: 1,241,823 shares; 2025Q2: 1,270,967 shares; 2025Q3: 1,299,682 shares; 2025Q4: 1,247,593 shares; 2026Q1: 1,239,439 shares; 2026Q2: 1,122,959 shares 1,122,959 $47.5M 0.43% -116,480 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: 47,296 shares; 2024Q4: 50,076 shares; 2025Q1: 51,173 shares; 2025Q2: 54,566 shares; 2025Q3: 55,968 shares; 2025Q4: 56,355 shares; 2026Q1: 58,770 shares; 2026Q2: 64,334 shares 64,334 $47.4M 0.43% +5,564 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: 72,890 shares; 2024Q4: 76,661 shares; 2025Q1: 78,024 shares; 2025Q2: 80,649 shares; 2025Q3: 106,449 shares; 2025Q4: 116,951 shares; 2026Q1: 121,013 shares; 2026Q2: 136,468 shares 136,468 $46.8M 0.43% +15,455 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,950 shares; 2024Q4: 227,735 shares; 2025Q1: 267,445 shares; 2025Q2: 257,501 shares; 2025Q3: 263,693 shares; 2025Q4: 257,780 shares; 2026Q1: 247,083 shares; 2026Q2: 213,423 shares 213,423 $45.5M 0.42% -33,660 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,903 shares; 2024Q4: 192,278 shares; 2025Q1: 309,594 shares; 2025Q2: 486,169 shares; 2025Q3: 598,370 shares; 2025Q4: 743,603 shares; 2026Q1: 924,317 shares; 2026Q2: 1,193,341 shares 1,193,341 $44.8M 0.41% +269,024 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584,549 shares; 2026Q1: 1,337,642 shares; 2026Q2: 1,333,932 shares 1,333,932 $44.4M 0.41% -3,710 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: 158,092 shares; 2024Q4: 159,697 shares; 2025Q1: 179,433 shares; 2025Q2: 181,691 shares; 2025Q3: 183,489 shares; 2025Q4: 175,916 shares; 2026Q1: 167,661 shares; 2026Q2: 109,505 shares 109,505 $44.1M 0.4% -58,156 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: 140,676 shares; 2024Q4: 142,039 shares; 2025Q1: 159,879 shares; 2025Q2: 162,038 shares; 2025Q3: 164,134 shares; 2025Q4: 160,366 shares; 2026Q1: 156,855 shares; 2026Q2: 138,678 shares 138,678 $43.7M 0.4% -18,177 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: 19,148 shares; 2024Q4: 19,717 shares; 2025Q1: 19,730 shares; 2025Q2: 187,705 shares; 2025Q3: 183,386 shares; 2025Q4: 193,953 shares; 2026Q1: 195,067 shares; 2026Q2: 286,769 shares 286,769 $43.6M 0.4% +91,702 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: 149,253 shares; 2024Q4: 157,548 shares; 2025Q1: 179,580 shares; 2025Q2: 183,932 shares; 2025Q3: 189,333 shares; 2025Q4: 199,974 shares; 2026Q1: 209,002 shares; 2026Q2: 219,953 shares 219,953 $43.5M 0.4% +10,951 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,789 shares; 2024Q4: 168,907 shares; 2025Q1: 210,843 shares; 2025Q2: 214,377 shares; 2025Q3: 215,691 shares; 2025Q4: 218,846 shares; 2026Q1: 223,111 shares; 2026Q2: 257,992 shares 257,992 $43.3M 0.39% +34,881 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: 31,796 shares; 2024Q4: 33,632 shares; 2025Q1: 33,820 shares; 2025Q2: 40,614 shares; 2025Q3: 41,488 shares; 2025Q4: 42,356 shares; 2026Q1: 41,059 shares; 2026Q2: 39,839 shares 39,839 $42.4M 0.39% -1,220 Timeline CGSD 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: 124,839 shares; 2024Q4: 139,077 shares; 2025Q1: 157,046 shares; 2025Q2: 145,255 shares; 2025Q3: 184,816 shares; 2025Q4: 211,031 shares; 2026Q1: 1,615,083 shares; 2026Q2: 1,616,748 shares 1,616,748 $41.6M 0.38% +1,665 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: 135,486 shares; 2025Q1: 157,309 shares; 2025Q2: 160,459 shares; 2025Q3: 173,266 shares; 2025Q4: 134,599 shares; 2026Q1: 130,935 shares; 2026Q2: 95,651 shares 95,651 $41.5M 0.38% -35,284 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: 83,796 shares; 2024Q4: 88,704 shares; 2025Q1: 101,195 shares; 2025Q2: 103,550 shares; 2025Q3: 106,753 shares; 2025Q4: 113,656 shares; 2026Q1: 129,031 shares; 2026Q2: 135,119 shares 135,119 $41.4M 0.38% +6,088 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666 shares; 2024Q4: 1,615 shares; 2025Q1: 1,661 shares; 2025Q2: 11,725 shares; 2025Q3: 12,970 shares; 2025Q4: 140,282 shares; 2026Q1: 191,566 shares; 2026Q2: 230,100 shares 230,100 $41.3M 0.38% +38,534 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: 121,996 shares; 2024Q4: 125,467 shares; 2025Q1: 123,568 shares; 2025Q2: 125,254 shares; 2025Q3: 128,246 shares; 2025Q4: 138,423 shares; 2026Q1: 131,933 shares; 2026Q2: 160,633 shares 160,633 $40.8M 0.37% +28,700 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: 112,590 shares; 2024Q4: 116,433 shares; 2025Q1: 83,824 shares; 2025Q2: 112,846 shares; 2025Q3: 115,904 shares; 2025Q4: 135,775 shares; 2026Q1: 146,729 shares; 2026Q2: 257,183 shares 257,183 $39M 0.36% +110,454 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: 284,464 shares; 2024Q4: 284,936 shares; 2025Q1: 308,385 shares; 2025Q2: 319,263 shares; 2025Q3: 381,213 shares; 2025Q4: 381,086 shares; 2026Q1: 386,842 shares; 2026Q2: 437,768 shares 437,768 $38.4M 0.35% +50,926 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453,739 shares; 2025Q4: 534,944 shares; 2026Q1: 520,683 shares; 2026Q2: 507,004 shares 507,004 $38.1M 0.35% -13,679 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,786 shares; 2024Q4: 332,591 shares; 2025Q1: 326,326 shares; 2025Q2: 367,052 shares; 2025Q3: 402,698 shares; 2025Q4: 419,817 shares; 2026Q1: 459,941 shares; 2026Q2: 468,651 shares 468,651 $38M 0.35% +8,710 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,591 shares; 2024Q4: 123,690 shares; 2025Q1: 138,537 shares; 2025Q2: 139,861 shares; 2025Q3: 141,519 shares; 2025Q4: 131,324 shares; 2026Q1: 126,395 shares; 2026Q2: 109,813 shares 109,813 $37.8M 0.35% -16,582 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: 46,591 shares; 2024Q4: 47,033 shares; 2025Q1: 45,530 shares; 2025Q2: 44,708 shares; 2025Q3: 45,836 shares; 2025Q4: 46,821 shares; 2026Q1: 48,528 shares; 2026Q2: 50,090 shares 50,090 $37.6M 0.34% +1,562 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: 44,814 shares; 2024Q4: 43,776 shares; 2025Q1: 47,106 shares; 2025Q2: 71,517 shares; 2025Q3: 87,579 shares; 2025Q4: 101,779 shares; 2026Q1: 123,331 shares; 2026Q2: 205,344 shares 205,344 $37.2M 0.34% +82,013 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: 186,643 shares; 2024Q4: 188,428 shares; 2025Q1: 193,189 shares; 2025Q2: 195,331 shares; 2025Q3: 201,753 shares; 2025Q4: 191,192 shares; 2026Q1: 153,186 shares; 2026Q2: 136,389 shares 136,389 $36.9M 0.34% -16,797 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,460,733 shares; 2026Q2: 1,460,125 shares 1,460,125 $36.6M 0.33% -608 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,122 shares; 2024Q4: 309,245 shares; 2025Q1: 322,489 shares; 2025Q2: 436,328 shares; 2025Q3: 458,774 shares; 2025Q4: 466,404 shares; 2026Q1: 507,413 shares; 2026Q2: 482,700 shares 482,700 $36.3M 0.33% -24,713 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 713,790 shares; 2026Q2: 716,315 shares 716,315 $35.8M 0.33% +2,525 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,243 shares; 2024Q4: 295,025 shares; 2025Q1: 331,149 shares; 2025Q2: 334,548 shares; 2025Q3: 337,730 shares; 2025Q4: 319,103 shares; 2026Q1: 309,566 shares; 2026Q2: 268,462 shares 268,462 $35.3M 0.32% -41,104 Timeline FIXT 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: 971,211 shares; 2025Q3: 973,947 shares; 2025Q4: 947,701 shares; 2026Q1: 962,892 shares; 2026Q2: 932,852 shares 932,852 $35.3M 0.32% -30,040 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: 62,566 shares; 2024Q4: 68,097 shares; 2025Q1: 91,951 shares; 2025Q2: 87,299 shares; 2025Q3: 88,787 shares; 2025Q4: 175,955 shares; 2026Q1: 166,122 shares; 2026Q2: 184,805 shares 184,805 $35.2M 0.32% +18,683 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: 13,463 shares; 2024Q4: 15,265 shares; 2025Q1: 14,900 shares; 2025Q2: 15,972 shares; 2025Q3: 23,775 shares; 2025Q4: 24,305 shares; 2026Q1: 26,111 shares; 2026Q2: 29,114 shares 29,114 $34.9M 0.32% +3,003 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: 26,660 shares; 2024Q4: 29,312 shares; 2025Q1: 35,109 shares; 2025Q2: 37,269 shares; 2025Q3: 86,575 shares; 2025Q4: 90,286 shares; 2026Q1: 94,267 shares; 2026Q2: 94,794 shares 94,794 $34.9M 0.32% +527 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: 425,805 shares; 2024Q4: 419,832 shares; 2025Q1: 501,976 shares; 2025Q2: 517,912 shares; 2025Q3: 504,534 shares; 2025Q4: 477,281 shares; 2026Q1: 510,625 shares; 2026Q2: 597,029 shares 597,029 $34.5M 0.32% +86,404 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: 36,613 shares; 2024Q4: 36,043 shares; 2025Q1: 33,916 shares; 2025Q2: 32,441 shares; 2025Q3: 31,519 shares; 2025Q4: 28,106 shares; 2026Q1: 142,750 shares; 2026Q2: 123,309 shares 123,309 $34.4M 0.31% -19,441 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: 179,344 shares; 2024Q4: 181,410 shares; 2025Q1: 56,297 shares; 2025Q2: 55,003 shares; 2025Q3: 53,139 shares; 2025Q4: 110,284 shares; 2026Q1: 126,351 shares; 2026Q2: 641,631 shares 641,631 $34.1M 0.31% +515,280 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971,387 shares; 2026Q2: 968,502 shares 968,502 $34.1M 0.31% -2,885 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: 535,723 shares; 2024Q4: 546,744 shares; 2025Q1: 629,723 shares; 2025Q2: 1,207,156 shares; 2025Q3: 1,014,562 shares; 2025Q4: 1,003,643 shares; 2026Q1: 783,401 shares; 2026Q2: 690,958 shares 690,958 $33.2M 0.3% -92,443 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506,839 shares; 2025Q2: 381,878 shares; 2025Q3: 333,024 shares; 2025Q4: 324,476 shares; 2026Q1: 298,894 shares; 2026Q2: 553,219 shares 553,219 $33M 0.3% +254,325 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,509 shares; 2025Q1: 1,472 shares; 2025Q2: 1,658 shares; 2025Q3: 2,197 shares; 2025Q4: 127,716 shares; 2026Q1: 164,034 shares; 2026Q2: 148,464 shares 148,464 $32.8M 0.3% -15,570 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: 44,547 shares; 2024Q4: 47,285 shares; 2025Q1: 46,931 shares; 2025Q2: 43,658 shares; 2025Q3: 52,604 shares; 2025Q4: 57,842 shares; 2026Q1: 66,511 shares; 2026Q2: 77,966 shares 77,966 $32.4M 0.3% +11,455 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: 91,288 shares; 2024Q4: 96,138 shares; 2025Q1: 94,103 shares; 2025Q2: 94,122 shares; 2025Q3: 98,895 shares; 2025Q4: 89,787 shares; 2026Q1: 89,870 shares; 2026Q2: 80,749 shares 80,749 $32.1M 0.29% -9,121 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: 82,962 shares; 2024Q4: 83,531 shares; 2025Q1: 95,973 shares; 2025Q2: 96,717 shares; 2025Q3: 98,481 shares; 2025Q4: 94,982 shares; 2026Q1: 91,916 shares; 2026Q2: 78,506 shares 78,506 $32M 0.29% -13,410 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,385 shares; 2024Q4: 30,602 shares; 2025Q1: 36,378 shares; 2025Q2: 37,643 shares; 2025Q3: 38,059 shares; 2025Q4: 36,791 shares; 2026Q1: 35,598 shares; 2026Q2: 30,610 shares 30,610 $31.9M 0.29% -4,988 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: 73,530 shares; 2024Q4: 74,274 shares; 2025Q1: 89,765 shares; 2025Q2: 92,223 shares; 2025Q3: 94,797 shares; 2025Q4: 92,971 shares; 2026Q1: 90,505 shares; 2026Q2: 76,501 shares 76,501 $31.8M 0.29% -14,004 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: 302,504 shares; 2024Q4: 306,725 shares; 2025Q1: 338,842 shares; 2025Q2: 344,599 shares; 2025Q3: 348,028 shares; 2025Q4: 280,634 shares; 2026Q1: 274,098 shares; 2026Q2: 240,862 shares 240,862 $31.3M 0.29% -33,236 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: 92,145 shares; 2024Q4: 96,780 shares; 2025Q1: 103,025 shares; 2025Q2: 104,833 shares; 2025Q3: 103,684 shares; 2025Q4: 91,277 shares; 2026Q1: 79,030 shares; 2026Q2: 110,766 shares 110,766 $31.2M 0.28% +31,736 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: 762,735 shares; 2024Q4: 796,887 shares; 2025Q1: 673,066 shares; 2025Q2: 704,543 shares; 2025Q3: 750,056 shares; 2025Q4: 795,145 shares; 2026Q1: 810,336 shares; 2026Q2: 857,565 shares 857,565 $31.1M 0.28% +47,229 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,235 shares; 2024Q4: 402,972 shares; 2025Q1: 471,417 shares; 2025Q2: 478,957 shares; 2025Q3: 484,951 shares; 2025Q4: 474,906 shares; 2026Q1: 456,111 shares; 2026Q2: 391,614 shares 391,614 $30.9M 0.28% -64,497 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: 101,172 shares; 2024Q4: 102,303 shares; 2025Q1: 121,462 shares; 2025Q2: 125,455 shares; 2025Q3: 129,719 shares; 2025Q4: 162,213 shares; 2026Q1: 157,298 shares; 2026Q2: 132,485 shares 132,485 $30.4M 0.28% -24,813 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: 33,685 shares; 2024Q4: 34,555 shares; 2025Q1: 29,167 shares; 2025Q2: 27,729 shares; 2025Q3: 43,116 shares; 2025Q4: 43,915 shares; 2026Q1: 44,473 shares; 2026Q2: 60,204 shares 60,204 $30.1M 0.27% +15,731 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: 381,749 shares; 2024Q4: 391,450 shares; 2025Q1: 444,627 shares; 2025Q2: 474,255 shares; 2025Q3: 493,935 shares; 2025Q4: 472,544 shares; 2026Q1: 164,675 shares; 2026Q2: 224,529 shares 224,529 $28.9M 0.26% +59,854 Timeline JPHY 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: 561,116 shares; 2026Q2: 569,345 shares 569,345 $28.7M 0.26% +8,229 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: 36,539 shares; 2024Q4: 38,208 shares; 2025Q1: 21,509 shares; 2025Q2: 38,688 shares; 2025Q3: 45,026 shares; 2025Q4: 43,868 shares; 2026Q1: 40,543 shares; 2026Q2: 39,111 shares 39,111 $28.3M 0.26% -1,432 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345,679 shares 345,679 $28.2M 0.26% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,143 shares; 2024Q4: 170,928 shares; 2025Q1: 198,072 shares; 2025Q2: 201,424 shares; 2025Q3: 208,006 shares; 2025Q4: 195,463 shares; 2026Q1: 189,438 shares; 2026Q2: 165,240 shares 165,240 $28.1M 0.26% -24,198 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: 50,663 shares; 2024Q4: 54,417 shares; 2025Q1: 53,779 shares; 2025Q2: 57,595 shares; 2025Q3: 62,438 shares; 2025Q4: 64,933 shares; 2026Q1: 67,817 shares; 2026Q2: 74,607 shares 74,607 $27M 0.25% +6,790 Timeline AVDV 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: 255,595 shares; 2025Q4: 308,921 shares; 2026Q1: 277,457 shares; 2026Q2: 262,245 shares 262,245 $27M 0.25% -15,212 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: 48,029 shares; 2024Q4: 34,911 shares; 2025Q1: 27,195 shares; 2025Q2: 33,421 shares; 2025Q3: 42,601 shares; 2025Q4: 40,311 shares; 2026Q1: 52,947 shares; 2026Q2: 46,306 shares 46,306 $26.9M 0.25% -6,641 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: 488,892 shares; 2024Q4: 502,811 shares; 2025Q1: 478,177 shares; 2025Q2: 502,705 shares; 2025Q3: 545,525 shares; 2025Q4: 556,244 shares; 2026Q1: 554,403 shares; 2026Q2: 548,951 shares 548,951 $26.5M 0.24% -5,452 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,115 shares; 2025Q2: 96,264 shares; 2025Q3: 208,340 shares; 2025Q4: 349,600 shares; 2026Q1: 534,271 shares; 2026Q2: 801,560 shares 801,560 $26.4M 0.24% +267,289 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: 274,347 shares; 2024Q4: 330,329 shares; 2025Q1: 381,141 shares; 2025Q2: 398,486 shares; 2025Q3: 456,835 shares; 2025Q4: 589,077 shares; 2026Q1: 724,301 shares; 2026Q2: 960,524 shares 960,524 $26.3M 0.24% +236,223 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,181 shares; 2024Q4: 130,558 shares; 2025Q1: 285,756 shares; 2025Q2: 468,753 shares; 2025Q3: 574,550 shares; 2025Q4: 815,081 shares; 2026Q1: 1,142,976 shares; 2026Q2: 1,237,110 shares 1,237,110 $25.8M 0.24% +94,134 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: 17,606 shares; 2024Q4: 17,697 shares; 2025Q1: 17,962 shares; 2025Q2: 32,773 shares; 2025Q3: 49,512 shares; 2025Q4: 52,298 shares; 2026Q1: 52,289 shares; 2026Q2: 52,870 shares 52,870 $25.3M 0.23% +581 Timeline IBTQ 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: 77,631 shares; 2026Q1: 100,099 shares; 2026Q2: 968,696 shares 968,696 $24.3M 0.22% +868,597 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: 65,044 shares; 2024Q4: 62,737 shares; 2025Q1: 62,401 shares; 2025Q2: 65,973 shares; 2025Q3: 67,825 shares; 2025Q4: 64,764 shares; 2026Q1: 65,770 shares; 2026Q2: 65,645 shares 65,645 $24.3M 0.22% -125 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: 29,744 shares; 2024Q4: 62,858 shares; 2025Q1: 43,922 shares; 2025Q2: 54,392 shares; 2025Q3: 59,225 shares; 2025Q4: 60,811 shares; 2026Q1: 71,587 shares; 2026Q2: 69,952 shares 69,952 $23.9M 0.22% -1,635 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,672 shares; 2024Q4: 114,861 shares; 2025Q1: 135,003 shares; 2025Q2: 137,449 shares; 2025Q3: 140,190 shares; 2025Q4: 137,256 shares; 2026Q1: 132,052 shares; 2026Q2: 113,068 shares 113,068 $23.8M 0.22% -18,984 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: 96,223 shares; 2024Q4: 84,257 shares; 2025Q1: 87,132 shares; 2025Q2: 131,671 shares; 2025Q3: 150,501 shares; 2025Q4: 236,209 shares; 2026Q1: 235,405 shares; 2026Q2: 238,261 shares 238,261 $23.6M 0.22% +2,856 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,920 shares; 2024Q4: 463,837 shares; 2025Q1: 547,773 shares; 2025Q2: 595,233 shares; 2025Q3: 688,032 shares; 2025Q4: 648,868 shares; 2026Q1: 560,399 shares; 2026Q2: 463,402 shares 463,402 $23.4M 0.21% -96,997 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: 80,803 shares; 2024Q4: 86,067 shares; 2025Q1: 63,061 shares; 2025Q2: 72,505 shares; 2025Q3: 72,553 shares; 2025Q4: 72,911 shares; 2026Q1: 76,934 shares; 2026Q2: 121,834 shares 121,834 $23.1M 0.21% +44,900 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,689 shares; 2024Q4: 14,453 shares; 2025Q1: 15,858 shares; 2025Q2: 24,502 shares; 2025Q3: 23,295 shares; 2025Q4: 24,506 shares; 2026Q1: 24,693 shares; 2026Q2: 33,421 shares 33,421 $23M 0.21% +8,728 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: 134,748 shares; 2024Q4: 130,901 shares; 2025Q1: 126,744 shares; 2025Q2: 126,196 shares; 2025Q3: 139,384 shares; 2025Q4: 147,491 shares; 2026Q1: 146,871 shares; 2026Q2: 193,944 shares 193,944 $22.8M 0.21% +47,073 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: 53,199 shares; 2024Q4: 59,578 shares; 2025Q1: 61,698 shares; 2025Q2: 63,264 shares; 2025Q3: 65,524 shares; 2025Q4: 66,826 shares; 2026Q1: 67,917 shares; 2026Q2: 282,381 shares 282,381 $22.8M 0.21% +214,464 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: 108,148 shares; 2024Q4: 105,329 shares; 2025Q1: 92,364 shares; 2025Q2: 113,448 shares; 2025Q3: 121,391 shares; 2025Q4: 264,612 shares; 2026Q1: 290,988 shares; 2026Q2: 398,893 shares 398,893 $22.7M 0.21% +107,905 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: 224,491 shares; 2024Q4: 227,264 shares; 2025Q1: 246,098 shares; 2025Q2: 251,485 shares; 2025Q3: 264,443 shares; 2025Q4: 276,920 shares; 2026Q1: 270,025 shares; 2026Q2: 261,296 shares 261,296 $22.7M 0.21% -8,729 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: 52,217 shares; 2024Q4: 51,532 shares; 2025Q1: 49,014 shares; 2025Q2: 50,992 shares; 2025Q3: 51,451 shares; 2025Q4: 52,959 shares; 2026Q1: 59,644 shares; 2026Q2: 60,854 shares 60,854 $22.3M 0.2% +1,210 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: 32,380 shares; 2024Q4: 33,025 shares; 2025Q1: 25,912 shares; 2025Q2: 30,671 shares; 2025Q3: 33,001 shares; 2025Q4: 72,269 shares; 2026Q1: 77,007 shares; 2026Q2: 97,682 shares 97,682 $21.8M 0.2% +20,675 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,544 shares; 2024Q4: 59,064 shares; 2025Q1: 3,138 shares; 2025Q2: not reported; 2025Q3: 59,561 shares; 2025Q4: 58,835 shares; 2026Q1: 59,979 shares; 2026Q2: 285,330 shares 285,330 $21.8M 0.2% +225,351 Timeline FV 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: 20,607 shares; 2024Q4: 19,272 shares; 2025Q1: 18,654 shares; 2025Q2: 18,831 shares; 2025Q3: 18,607 shares; 2025Q4: 142,054 shares; 2026Q1: 305,385 shares; 2026Q2: 285,409 shares 285,409 $21.7M 0.2% -19,976 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: 39,954 shares; 2024Q4: 38,823 shares; 2025Q1: 41,823 shares; 2025Q2: 68,609 shares; 2025Q3: 65,647 shares; 2025Q4: 62,637 shares; 2026Q1: 69,742 shares; 2026Q2: 84,392 shares 84,392 $21.6M 0.2% +14,650 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,002 shares; 2024Q4: 93,080 shares; 2025Q1: 95,436 shares; 2025Q2: 88,313 shares; 2025Q3: 86,619 shares; 2025Q4: 85,960 shares; 2026Q1: 74,004 shares; 2026Q2: 71,762 shares 71,762 $21M 0.19% -2,242 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: 73,807 shares; 2024Q4: 73,097 shares; 2025Q1: 71,599 shares; 2025Q2: 73,341 shares; 2025Q3: 72,561 shares; 2025Q4: 75,189 shares; 2026Q1: 83,405 shares; 2026Q2: 86,349 shares 86,349 $21M 0.19% +2,944 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: 336,537 shares; 2024Q4: 348,332 shares; 2025Q1: 325,757 shares; 2025Q2: 334,083 shares; 2025Q3: 346,766 shares; 2025Q4: 355,448 shares; 2026Q1: 358,635 shares; 2026Q2: 230,949 shares 230,949 $21M 0.19% -127,686 Timeline PICK ISHARES INC More: the full row for ISHARES 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: 373,274 shares; 2026Q2: 359,876 shares 359,876 $20.9M 0.19% -13,398 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: 147,259 shares; 2024Q4: 145,012 shares; 2025Q1: 128,698 shares; 2025Q2: 132,975 shares; 2025Q3: 132,198 shares; 2025Q4: 127,134 shares; 2026Q1: 132,041 shares; 2026Q2: 125,480 shares 125,480 $20.8M 0.19% -6,561 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: 397,332 shares; 2024Q4: 423,321 shares; 2025Q1: 355,998 shares; 2025Q2: 351,351 shares; 2025Q3: 408,421 shares; 2025Q4: 467,434 shares; 2026Q1: 520,242 shares; 2026Q2: 647,520 shares 647,520 $20.7M 0.19% +127,278 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,004 shares; 2024Q4: 149,536 shares; 2025Q1: 174,198 shares; 2025Q2: 175,619 shares; 2025Q3: 177,450 shares; 2025Q4: 175,358 shares; 2026Q1: 169,150 shares; 2026Q2: 149,110 shares 149,110 $20.4M 0.19% -20,040 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: 11,468 shares; 2024Q4: 28,415 shares; 2025Q1: 44,399 shares; 2025Q2: 63,771 shares; 2025Q3: 81,239 shares; 2025Q4: 95,983 shares; 2026Q1: 109,484 shares; 2026Q2: 129,762 shares 129,762 $20.4M 0.19% +20,278 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: 469,451 shares; 2024Q4: 544,666 shares; 2025Q1: 607,240 shares; 2025Q2: 684,433 shares; 2025Q3: 723,855 shares; 2025Q4: 752,932 shares; 2026Q1: 809,589 shares; 2026Q2: 838,929 shares 838,929 $20.3M 0.19% +29,340 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: 444,945 shares; 2024Q4: 521,283 shares; 2025Q1: 592,281 shares; 2025Q2: 673,159 shares; 2025Q3: 703,584 shares; 2025Q4: 730,315 shares; 2026Q1: 787,989 shares; 2026Q2: 818,429 shares 818,429 $19.8M 0.18% +30,440 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,888 shares; 2024Q4: 240,471 shares; 2025Q1: 255,311 shares; 2025Q2: 244,706 shares; 2025Q3: 248,980 shares; 2025Q4: 237,354 shares; 2026Q1: 241,186 shares; 2026Q2: 253,015 shares 253,015 $19.8M 0.18% +11,829 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: 373,949 shares; 2024Q4: 389,421 shares; 2025Q1: 413,820 shares; 2025Q2: 506,366 shares; 2025Q3: 637,390 shares; 2025Q4: 675,760 shares; 2026Q1: 740,653 shares; 2026Q2: 778,356 shares 778,356 $19.7M 0.18% +37,703 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: 237,727 shares; 2024Q4: 221,797 shares; 2025Q1: 245,803 shares; 2025Q2: 245,724 shares; 2025Q3: 226,565 shares; 2025Q4: 280,899 shares; 2026Q1: 279,601 shares; 2026Q2: 267,227 shares 267,227 $19.6M 0.18% -12,374 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: 41,177 shares; 2024Q4: 48,649 shares; 2025Q1: 54,363 shares; 2025Q2: 64,140 shares; 2025Q3: 66,117 shares; 2025Q4: 70,676 shares; 2026Q1: 82,001 shares; 2026Q2: 89,553 shares 89,553 $19.5M 0.18% +7,552 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: 152,675 shares; 2024Q4: 156,186 shares; 2025Q1: 150,432 shares; 2025Q2: 150,078 shares; 2025Q3: 194,448 shares; 2025Q4: 192,629 shares; 2026Q1: 200,127 shares; 2026Q2: 202,906 shares 202,906 $19.4M 0.18% +2,779 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: 16,454 shares; 2024Q4: 23,036 shares; 2025Q1: 26,846 shares; 2025Q2: 27,564 shares; 2025Q3: 31,116 shares; 2025Q4: 56,640 shares; 2026Q1: 56,471 shares; 2026Q2: 81,857 shares 81,857 $19.4M 0.18% +25,386 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: 44,256 shares; 2024Q4: 46,802 shares; 2025Q1: 41,362 shares; 2025Q2: 43,255 shares; 2025Q3: 50,640 shares; 2025Q4: 39,337 shares; 2026Q1: 38,578 shares; 2026Q2: 37,723 shares 37,723 $19.2M 0.18% -855 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 773,420 shares; 2026Q2: 791,079 shares 791,079 $19.2M 0.18% +17,659 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: not reported; 2024Q4: not reported; 2025Q1: 165,412 shares; 2025Q2: 187,330 shares; 2025Q3: 193,633 shares; 2025Q4: 196,458 shares; 2026Q1: 212,825 shares; 2026Q2: 218,268 shares 218,268 $19.2M 0.18% +5,443 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: 3,250 shares; 2024Q4: 2,802 shares; 2025Q1: 3,359 shares; 2025Q2: 7,547 shares; 2025Q3: 8,456 shares; 2025Q4: 8,677 shares; 2026Q1: 9,457 shares; 2026Q2: 9,497 shares 9,497 $18.9M 0.17% +40 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: 67,580 shares; 2024Q4: 68,415 shares; 2025Q1: 67,376 shares; 2025Q2: 68,460 shares; 2025Q3: 72,340 shares; 2025Q4: 74,055 shares; 2026Q1: 78,233 shares; 2026Q2: 85,200 shares 85,200 $18.8M 0.17% +6,967 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: 33,723 shares; 2024Q4: 34,584 shares; 2025Q1: 30,920 shares; 2025Q2: 34,564 shares; 2025Q3: 36,202 shares; 2025Q4: 34,366 shares; 2026Q1: 33,370 shares; 2026Q2: 25,933 shares 25,933 $18.5M 0.17% -7,437 Timeline IBTP 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: 23,098 shares; 2025Q3: 26,579 shares; 2025Q4: 467,890 shares; 2026Q1: 505,968 shares; 2026Q2: 723,444 shares 723,444 $18.4M 0.17% +217,476 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,654 shares; 2024Q4: 129,514 shares; 2025Q1: 151,291 shares; 2025Q2: 157,929 shares; 2025Q3: 169,677 shares; 2025Q4: 162,350 shares; 2026Q1: 163,253 shares; 2026Q2: 131,886 shares 131,886 $18.2M 0.17% -31,367 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,755 shares; 2024Q4: 321,195 shares; 2025Q1: 342,263 shares; 2025Q2: 382,468 shares; 2025Q3: 406,001 shares; 2025Q4: 444,329 shares; 2026Q1: 507,154 shares; 2026Q2: 592,102 shares 592,102 $17.9M 0.16% +84,948 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,489 shares; 2024Q4: 107,541 shares; 2025Q1: 123,703 shares; 2025Q2: 132,965 shares; 2025Q3: 141,326 shares; 2025Q4: 164,765 shares; 2026Q1: 181,348 shares; 2026Q2: 153,651 shares 153,651 $17.7M 0.16% -27,697 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,191 shares 141,191 $16.3M 0.15% new Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 467,047 shares; 2026Q2: 571,512 shares 571,512 $16.2M 0.15% +104,465 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: 92,601 shares; 2024Q4: 92,319 shares; 2025Q1: 94,447 shares; 2025Q2: 97,942 shares; 2025Q3: 68,221 shares; 2025Q4: 70,280 shares; 2026Q1: 63,726 shares; 2026Q2: 109,275 shares 109,275 $16M 0.15% +45,549 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,279 shares; 2024Q4: 42,921 shares; 2025Q1: 45,513 shares; 2025Q2: 49,525 shares; 2025Q3: 54,186 shares; 2025Q4: 57,528 shares; 2026Q1: 63,286 shares; 2026Q2: 88,953 shares 88,953 $16M 0.15% +25,667 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: 95,400 shares; 2024Q4: 297,524 shares; 2025Q1: 475,255 shares; 2025Q2: 497,433 shares; 2025Q3: 534,188 shares; 2025Q4: 557,439 shares; 2026Q1: 406,632 shares; 2026Q2: 433,379 shares 433,379 $16M 0.15% +26,747 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: 119,863 shares; 2024Q4: 114,837 shares; 2025Q1: 103,008 shares; 2025Q2: 94,320 shares; 2025Q3: 66,272 shares; 2025Q4: 74,551 shares; 2026Q1: 81,467 shares; 2026Q2: 117,286 shares 117,286 $15.9M 0.14% +35,819 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: 365,820 shares; 2024Q4: 176,169 shares; 2025Q1: 174,935 shares; 2025Q2: 164,881 shares; 2025Q3: 168,677 shares; 2025Q4: 135,209 shares; 2026Q1: 132,064 shares; 2026Q2: 125,525 shares 125,525 $15.9M 0.14% -6,539 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: 45,944 shares; 2024Q4: 43,469 shares; 2025Q1: 38,611 shares; 2025Q2: 39,246 shares; 2025Q3: 38,726 shares; 2025Q4: 38,864 shares; 2026Q1: 27,339 shares; 2026Q2: 85,447 shares 85,447 $15.8M 0.14% +58,108 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: 41,766 shares; 2024Q4: 42,994 shares; 2025Q1: 33,389 shares; 2025Q2: 35,661 shares; 2025Q3: 38,300 shares; 2025Q4: 35,008 shares; 2026Q1: 34,702 shares; 2026Q2: 37,105 shares 37,105 $15.6M 0.14% +2,403 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: 43,072 shares; 2024Q4: 46,804 shares; 2025Q1: 35,328 shares; 2025Q2: 36,059 shares; 2025Q3: 38,406 shares; 2025Q4: 41,055 shares; 2026Q1: 41,817 shares; 2026Q2: 108,021 shares 108,021 $15.5M 0.14% +66,204 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,618 shares; 2024Q4: 42,943 shares; 2025Q1: 46,097 shares; 2025Q2: 61,314 shares; 2025Q3: 63,089 shares; 2025Q4: 72,163 shares; 2026Q1: 62,417 shares; 2026Q2: 79,225 shares 79,225 $15.4M 0.14% +16,808 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: 26,751 shares; 2024Q4: 26,892 shares; 2025Q1: 25,450 shares; 2025Q2: 25,023 shares; 2025Q3: 26,512 shares; 2025Q4: 28,167 shares; 2026Q1: 30,666 shares; 2026Q2: 29,539 shares 29,539 $15.3M 0.14% -1,127 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,362 shares; 2024Q4: 38,540 shares; 2025Q1: 38,215 shares; 2025Q2: 40,826 shares; 2025Q3: 45,480 shares; 2025Q4: 42,895 shares; 2026Q1: 47,564 shares; 2026Q2: 64,331 shares 64,331 $15.3M 0.14% +16,767 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,059 shares; 2024Q4: 276,009 shares; 2025Q1: 254,941 shares; 2025Q2: 267,054 shares; 2025Q3: 302,782 shares; 2025Q4: 307,577 shares; 2026Q1: 311,361 shares; 2026Q2: 333,442 shares 333,442 $15.2M 0.14% +22,081 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,254 shares; 2024Q4: 55,546 shares; 2025Q1: 64,541 shares; 2025Q2: 66,520 shares; 2025Q3: 68,303 shares; 2025Q4: 72,771 shares; 2026Q1: 77,916 shares; 2026Q2: 58,281 shares 58,281 $15.2M 0.14% -19,635 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,714 shares; 2024Q4: 2,783 shares; 2025Q1: 2,322 shares; 2025Q2: 58,109 shares; 2025Q3: 65,193 shares; 2025Q4: 74,967 shares; 2026Q1: 82,908 shares; 2026Q2: 110,316 shares 110,316 $15.1M 0.14% +27,408 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: 93,563 shares; 2024Q4: 89,237 shares; 2025Q1: 85,291 shares; 2025Q2: 73,294 shares; 2025Q3: 76,707 shares; 2025Q4: 86,396 shares; 2026Q1: 116,690 shares; 2026Q2: 185,364 shares 185,364 $15.1M 0.14% +68,674 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,047 shares; 2024Q4: 249,128 shares; 2025Q1: 179,890 shares; 2025Q2: 191,600 shares; 2025Q3: 241,028 shares; 2025Q4: 337,374 shares; 2026Q1: 340,439 shares; 2026Q2: 410,276 shares 410,276 $15M 0.14% +69,837 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: 37,685 shares; 2024Q4: 39,431 shares; 2025Q1: 33,326 shares; 2025Q2: 40,823 shares; 2025Q3: 49,452 shares; 2025Q4: 60,046 shares; 2026Q1: 63,993 shares; 2026Q2: 65,951 shares 65,951 $14.4M 0.13% +1,958 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: 10,587 shares; 2024Q4: 11,324 shares; 2025Q1: 11,588 shares; 2025Q2: 13,641 shares; 2025Q3: 16,164 shares; 2025Q4: 146,736 shares; 2026Q1: 177,822 shares; 2026Q2: 199,874 shares 199,874 $14.3M 0.13% +22,052 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,918 shares; 2024Q4: 205,891 shares; 2025Q1: 227,412 shares; 2025Q2: 235,457 shares; 2025Q3: 241,015 shares; 2025Q4: 225,737 shares; 2026Q1: 226,266 shares; 2026Q2: 227,873 shares 227,873 $14.1M 0.13% +1,607 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: 15,403 shares; 2024Q4: 18,111 shares; 2025Q1: 20,865 shares; 2025Q2: 23,459 shares; 2025Q3: 24,773 shares; 2025Q4: 25,227 shares; 2026Q1: 27,200 shares; 2026Q2: 37,530 shares 37,530 $14M 0.13% +10,330 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: 31,406 shares; 2024Q4: 31,473 shares; 2025Q1: 16,706 shares; 2025Q2: 17,943 shares; 2025Q3: 20,520 shares; 2025Q4: 21,678 shares; 2026Q1: 21,568 shares; 2026Q2: 21,798 shares 21,798 $13.8M 0.13% +230 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 1,499 shares; 2025Q1: 1,377 shares; 2025Q2: 3,433 shares; 2025Q3: 4,290 shares; 2025Q4: 4,621 shares; 2026Q1: 4,554 shares; 2026Q2: 45,444 shares 45,444 $13.7M 0.13% +40,890 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: 48,124 shares; 2024Q4: 46,280 shares; 2025Q1: 46,013 shares; 2025Q2: 22,690 shares; 2025Q3: 50,502 shares; 2025Q4: 50,352 shares; 2026Q1: 50,000 shares; 2026Q2: 45,016 shares 45,016 $13.7M 0.12% -4,984 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,772 shares; 2026Q1: 8,722 shares; 2026Q2: 9,819 shares 9,819 $13.6M 0.12% +1,097 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 6,672 shares; 2026Q1: 150,436 shares; 2026Q2: 179,104 shares 179,104 $13.5M 0.12% +28,668 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 546,672 shares 546,672 $13.1M 0.12% new 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: 23,349 shares; 2024Q4: 23,815 shares; 2025Q1: 24,710 shares; 2025Q2: 30,478 shares; 2025Q3: 31,382 shares; 2025Q4: 33,692 shares; 2026Q1: 37,769 shares; 2026Q2: 41,522 shares 41,522 $13M 0.12% +3,753 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,037 shares; 2024Q4: 109,133 shares; 2025Q1: 105,886 shares; 2025Q2: 103,644 shares; 2025Q3: 109,614 shares; 2025Q4: 110,354 shares; 2026Q1: 129,442 shares; 2026Q2: 131,369 shares 131,369 $12.9M 0.12% +1,927 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,022 shares; 2024Q4: 197,680 shares; 2025Q1: 251,133 shares; 2025Q2: 306,485 shares; 2025Q3: 320,236 shares; 2025Q4: 290,696 shares; 2026Q1: 264,602 shares; 2026Q2: 298,897 shares 298,897 $12.9M 0.12% +34,295 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: 47,549 shares; 2024Q4: 35,531 shares; 2025Q1: 122,795 shares; 2025Q2: 80,250 shares; 2025Q3: 112,246 shares; 2025Q4: 124,385 shares; 2026Q1: 144,111 shares; 2026Q2: 138,932 shares 138,932 $12.7M 0.12% -5,179 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 4,648 shares; 2025Q1: 6,781 shares; 2025Q2: 10,474 shares; 2025Q3: 11,991 shares; 2025Q4: 10,744 shares; 2026Q1: 14,679 shares; 2026Q2: 62,370 shares 62,370 $12.6M 0.11% +47,691 Timeline FDN 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: 93,432 shares; 2024Q4: 84,618 shares; 2025Q1: 79,603 shares; 2025Q2: 75,639 shares; 2025Q3: 79,751 shares; 2025Q4: 78,269 shares; 2026Q1: 62,736 shares; 2026Q2: 46,257 shares 46,257 $12.2M 0.11% -16,479 Timeline CGHM 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: 66,744 shares; 2024Q4: 73,160 shares; 2025Q1: 76,397 shares; 2025Q2: 100,152 shares; 2025Q3: 275,604 shares; 2025Q4: 274,055 shares; 2026Q1: 380,231 shares; 2026Q2: 472,742 shares 472,742 $12.2M 0.11% +92,511 Timeline FTXL 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: 150,656 shares; 2024Q4: 63,071 shares; 2025Q1: 59,359 shares; 2025Q2: 29,124 shares; 2025Q3: 26,366 shares; 2025Q4: 38,221 shares; 2026Q1: 54,931 shares; 2026Q2: 42,870 shares 42,870 $12.2M 0.11% -12,061 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,147 shares; 2024Q4: 36,360 shares; 2025Q1: 31,134 shares; 2025Q2: 32,822 shares; 2025Q3: 35,483 shares; 2025Q4: 37,057 shares; 2026Q1: 39,197 shares; 2026Q2: 50,737 shares 50,737 $12.1M 0.11% +11,540 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,277 shares; 2024Q4: 34,703 shares; 2025Q1: 32,475 shares; 2025Q2: 29,875 shares; 2025Q3: 32,249 shares; 2025Q4: 33,209 shares; 2026Q1: 39,450 shares; 2026Q2: 49,788 shares 49,788 $12.1M 0.11% +10,338 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: 190,992 shares; 2024Q4: 201,527 shares; 2025Q1: 197,371 shares; 2025Q2: 203,579 shares; 2025Q3: 215,216 shares; 2025Q4: 222,886 shares; 2026Q1: 206,491 shares; 2026Q2: 179,179 shares 179,179 $12M 0.11% -27,312 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,015 shares; 2024Q4: 43,596 shares; 2025Q1: 39,743 shares; 2025Q2: 38,750 shares; 2025Q3: 38,467 shares; 2025Q4: 36,169 shares; 2026Q1: 34,981 shares; 2026Q2: 33,571 shares 33,571 $11.9M 0.11% -1,410 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,305 shares; 2024Q4: 47,461 shares; 2025Q1: 44,351 shares; 2025Q2: 42,838 shares; 2025Q3: 41,092 shares; 2025Q4: 36,572 shares; 2026Q1: 36,928 shares; 2026Q2: 34,686 shares 34,686 $11.8M 0.11% -2,242 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: 3,569 shares; 2024Q4: 6,473 shares; 2025Q1: 8,119 shares; 2025Q2: 12,592 shares; 2025Q3: 14,090 shares; 2025Q4: 16,589 shares; 2026Q1: 20,129 shares; 2026Q2: 137,138 shares 137,138 $11.8M 0.11% +117,009 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: 82,015 shares; 2024Q4: 85,921 shares; 2025Q1: 72,613 shares; 2025Q2: 68,984 shares; 2025Q3: 72,721 shares; 2025Q4: 73,979 shares; 2026Q1: 77,005 shares; 2026Q2: 79,189 shares 79,189 $11.7M 0.11% +2,184 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744,305 shares; 2024Q4: 766,581 shares; 2025Q1: 787,811 shares; 2025Q2: 693,069 shares; 2025Q3: 708,716 shares; 2025Q4: 691,936 shares; 2026Q1: 662,675 shares; 2026Q2: 614,837 shares 614,837 $11.7M 0.11% -47,838 Timeline VRP 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: 536,706 shares; 2024Q4: 564,043 shares; 2025Q1: 582,760 shares; 2025Q2: 530,289 shares; 2025Q3: 541,531 shares; 2025Q4: 532,415 shares; 2026Q1: 512,278 shares; 2026Q2: 478,808 shares 478,808 $11.6M 0.11% -33,470 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: 142,264 shares; 2024Q4: 147,982 shares; 2025Q1: 148,350 shares; 2025Q2: 154,781 shares; 2025Q3: 167,051 shares; 2025Q4: 168,719 shares; 2026Q1: 188,672 shares; 2026Q2: 190,991 shares 190,991 $11.5M 0.11% +2,319 Timeline FBT 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: 21,201 shares; 2024Q4: 23,087 shares; 2025Q1: 20,504 shares; 2025Q2: 28,808 shares; 2025Q3: 31,611 shares; 2025Q4: 30,480 shares; 2026Q1: 58,201 shares; 2026Q2: 46,033 shares 46,033 $11.4M 0.1% -12,168 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: 158,184 shares; 2024Q4: 166,864 shares; 2025Q1: 174,299 shares; 2025Q2: 226,671 shares; 2025Q3: 296,795 shares; 2025Q4: 293,757 shares; 2026Q1: 334,759 shares; 2026Q2: 404,334 shares 404,334 $11.1M 0.1% +69,575 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,132 shares; 2024Q4: 40,943 shares; 2025Q1: 65,224 shares; 2025Q2: 80,780 shares; 2025Q3: 83,936 shares; 2025Q4: 94,302 shares; 2026Q1: 104,778 shares; 2026Q2: 113,868 shares 113,868 $11M 0.1% +9,090 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: 7,585 shares; 2024Q4: 8,020 shares; 2025Q1: 6,597 shares; 2025Q2: 7,094 shares; 2025Q3: 7,041 shares; 2025Q4: 8,714 shares; 2026Q1: 11,197 shares; 2026Q2: 10,883 shares 10,883 $11M 0.1% -314 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,747 shares; 2024Q4: 251,775 shares; 2025Q1: 250,894 shares; 2025Q2: 268,635 shares; 2025Q3: 291,346 shares; 2025Q4: 290,712 shares; 2026Q1: 305,265 shares; 2026Q2: 325,020 shares 325,020 $11M 0.1% +19,755 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: 37,649 shares; 2024Q4: 39,144 shares; 2025Q1: 28,841 shares; 2025Q2: 29,166 shares; 2025Q3: 29,834 shares; 2025Q4: 28,700 shares; 2026Q1: 31,642 shares; 2026Q2: 32,451 shares 32,451 $11M 0.1% +809 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: 218,787 shares; 2024Q4: 213,476 shares; 2025Q1: 222,030 shares; 2025Q2: 202,463 shares; 2025Q3: 193,886 shares; 2025Q4: 185,923 shares; 2026Q1: 182,843 shares; 2026Q2: 178,439 shares 178,439 $10.7M 0.1% -4,404 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,130 shares; 2024Q4: 89,390 shares; 2025Q1: 99,363 shares; 2025Q2: 101,996 shares; 2025Q3: 103,378 shares; 2025Q4: 97,516 shares; 2026Q1: 87,383 shares; 2026Q2: 95,399 shares 95,399 $10.6M 0.1% +8,016 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: 44,414 shares; 2024Q4: 46,335 shares; 2025Q1: 50,956 shares; 2025Q2: 71,019 shares; 2025Q3: 81,609 shares; 2025Q4: 81,708 shares; 2026Q1: 92,847 shares; 2026Q2: 67,700 shares 67,700 $10.6M 0.1% -25,147 Timeline PCS 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: 203,849 shares; 2026Q2: 208,330 shares 208,330 $10.4M 0.09% +4,481 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,186 shares; 2024Q4: 42,827 shares; 2025Q1: 39,157 shares; 2025Q2: 37,368 shares; 2025Q3: 38,663 shares; 2025Q4: 39,487 shares; 2026Q1: 42,642 shares; 2026Q2: 43,483 shares 43,483 $10.3M 0.09% +841 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: 41,692 shares; 2024Q4: 69,529 shares; 2025Q1: 45,626 shares; 2025Q2: 48,778 shares; 2025Q3: 78,032 shares; 2025Q4: 79,891 shares; 2026Q1: 80,566 shares; 2026Q2: 80,744 shares 80,744 $10.2M 0.09% +178 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,048 shares; 2024Q4: 62,731 shares; 2025Q1: 61,824 shares; 2025Q2: 62,705 shares; 2025Q3: 66,467 shares; 2025Q4: 63,941 shares; 2026Q1: 64,378 shares; 2026Q2: 62,612 shares 62,612 $10.2M 0.09% -1,766 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,212 shares; 2025Q3: 325,446 shares; 2025Q4: 172,674 shares; 2026Q1: 165,882 shares; 2026Q2: 134,338 shares 134,338 $10.2M 0.09% -31,544 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,021 shares; 2024Q4: 230,426 shares; 2025Q1: 241,021 shares; 2025Q2: 193,706 shares; 2025Q3: 204,357 shares; 2025Q4: 199,697 shares; 2026Q1: 195,027 shares; 2026Q2: 204,983 shares 204,983 $10.2M 0.09% +9,956 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: 130,434 shares; 2024Q4: 123,384 shares; 2025Q1: 123,971 shares; 2025Q2: 128,810 shares; 2025Q3: 129,576 shares; 2025Q4: 130,550 shares; 2026Q1: 136,379 shares; 2026Q2: 138,425 shares 138,425 $10M 0.09% +2,046 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,459 shares; 2024Q4: 214,655 shares; 2025Q1: 74,880 shares; 2025Q2: 78,179 shares; 2025Q3: 97,188 shares; 2025Q4: 104,810 shares; 2026Q1: 102,080 shares; 2026Q2: 106,363 shares 106,363 $9.99M 0.09% +4,283 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: 148,583 shares; 2024Q4: 160,105 shares; 2025Q1: 203,187 shares; 2025Q2: 178,161 shares; 2025Q3: 173,796 shares; 2025Q4: 178,267 shares; 2026Q1: 100,138 shares; 2026Q2: 184,275 shares 184,275 $9.88M 0.09% +84,137 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: 10,171 shares; 2024Q4: 13,613 shares; 2025Q1: 15,173 shares; 2025Q2: 16,276 shares; 2025Q3: 15,200 shares; 2025Q4: 16,050 shares; 2026Q1: 18,323 shares; 2026Q2: 23,114 shares 23,114 $9.85M 0.09% +4,791 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,421 shares; 2024Q4: 77,775 shares; 2025Q1: 81,983 shares; 2025Q2: 77,376 shares; 2025Q3: 78,721 shares; 2025Q4: 81,969 shares; 2026Q1: 146,404 shares; 2026Q2: 91,923 shares 91,923 $9.85M 0.09% -54,481 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: 5,788 shares; 2024Q4: 4,823 shares; 2025Q1: 5,387 shares; 2025Q2: 4,801 shares; 2025Q3: 10,689 shares; 2025Q4: 8,367 shares; 2026Q1: 8,158 shares; 2026Q2: 8,514 shares 8,514 $9.83M 0.09% +356 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: 50,766 shares; 2024Q4: 48,400 shares; 2025Q1: 47,491 shares; 2025Q2: 49,512 shares; 2025Q3: 55,806 shares; 2025Q4: 71,401 shares; 2026Q1: 98,551 shares; 2026Q2: 136,333 shares 136,333 $9.81M 0.09% +37,782 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,113 shares; 2024Q4: 226,011 shares; 2025Q1: 1,288,957 shares; 2025Q2: 304,611 shares; 2025Q3: 350,432 shares; 2025Q4: 454,157 shares; 2026Q1: 460,569 shares; 2026Q2: 445,634 shares 445,634 $9.71M 0.09% -14,935 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: 64,044 shares; 2024Q4: 62,892 shares; 2025Q1: 62,567 shares; 2025Q2: 63,272 shares; 2025Q3: 59,326 shares; 2025Q4: 55,973 shares; 2026Q1: 49,031 shares; 2026Q2: 45,645 shares 45,645 $9.71M 0.09% -3,386 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,791 shares; 2024Q4: 104,392 shares; 2025Q1: 68,921 shares; 2025Q2: 69,713 shares; 2025Q3: 104,986 shares; 2025Q4: 107,252 shares; 2026Q1: 140,990 shares; 2026Q2: 155,966 shares 155,966 $9.7M 0.09% +14,976 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: 82,605 shares; 2024Q4: 83,348 shares; 2025Q1: 83,176 shares; 2025Q2: 82,357 shares; 2025Q3: 79,796 shares; 2025Q4: 85,490 shares; 2026Q1: 84,062 shares; 2026Q2: 82,600 shares 82,600 $9.68M 0.09% -1,462 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: 28,094 shares; 2024Q4: 28,595 shares; 2025Q1: 30,243 shares; 2025Q2: 29,314 shares; 2025Q3: 9,852 shares; 2025Q4: 7,631 shares; 2026Q1: 125,276 shares; 2026Q2: 95,538 shares 95,538 $9.62M 0.09% -29,738 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,665 shares; 2024Q4: 74,914 shares; 2025Q1: 35,843 shares; 2025Q2: 106,772 shares; 2025Q3: 122,628 shares; 2025Q4: 142,768 shares; 2026Q1: 112,349 shares; 2026Q2: 100,556 shares 100,556 $9.52M 0.09% -11,793 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,469 shares; 2024Q4: 33,042 shares; 2025Q1: 33,177 shares; 2025Q2: 29,348 shares; 2025Q3: 32,589 shares; 2025Q4: 65,202 shares; 2026Q1: 66,566 shares; 2026Q2: 81,186 shares 81,186 $9.52M 0.09% +14,620 Timeline JAVA 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: 23,802 shares; 2024Q4: 23,577 shares; 2025Q1: 20,040 shares; 2025Q2: 83,618 shares; 2025Q3: 83,237 shares; 2025Q4: 78,628 shares; 2026Q1: 117,289 shares; 2026Q2: 119,711 shares 119,711 $9.51M 0.09% +2,422 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: 25,529 shares; 2024Q4: 27,569 shares; 2025Q1: 22,627 shares; 2025Q2: 23,472 shares; 2025Q3: 25,920 shares; 2025Q4: 33,653 shares; 2026Q1: 35,522 shares; 2026Q2: 34,896 shares 34,896 $9.49M 0.09% -626 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: 106,157 shares; 2024Q4: 106,014 shares; 2025Q1: 100,301 shares; 2025Q2: 103,106 shares; 2025Q3: 107,318 shares; 2025Q4: 103,402 shares; 2026Q1: 103,678 shares; 2026Q2: 103,332 shares 103,332 $9.47M 0.09% -346 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,817 shares; 2024Q4: 128,577 shares; 2025Q1: 100,232 shares; 2025Q2: 121,401 shares; 2025Q3: 146,280 shares; 2025Q4: 188,121 shares; 2026Q1: 199,500 shares; 2026Q2: 216,753 shares 216,753 $9.45M 0.09% +17,253 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,917 shares; 2024Q4: 198,083 shares; 2025Q1: 209,406 shares; 2025Q2: 224,622 shares; 2025Q3: 259,788 shares; 2025Q4: 173,112 shares; 2026Q1: 205,514 shares; 2026Q2: 188,800 shares 188,800 $9.41M 0.09% -16,714 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: 113,529 shares; 2024Q4: 336,090 shares; 2025Q1: 354,604 shares; 2025Q2: 370,442 shares; 2025Q3: 398,292 shares; 2025Q4: 421,413 shares; 2026Q1: 265,872 shares; 2026Q2: 295,957 shares 295,957 $9.39M 0.09% +30,085 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: 1,036,057 shares; 2024Q4: 1,257,084 shares; 2025Q1: 396,864 shares; 2025Q2: 408,578 shares; 2025Q3: 431,585 shares; 2025Q4: 421,036 shares; 2026Q1: 430,083 shares; 2026Q2: 404,090 shares 404,090 $9.36M 0.09% -25,993 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,979 shares; 2024Q4: 21,523 shares; 2025Q1: 23,523 shares; 2025Q2: 23,111 shares; 2025Q3: 24,713 shares; 2025Q4: 24,878 shares; 2026Q1: 25,535 shares; 2026Q2: 24,878 shares 24,878 $9.34M 0.09% -657 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: 286,198 shares; 2024Q4: 244,547 shares; 2025Q1: 122,805 shares; 2025Q2: 87,245 shares; 2025Q3: 83,536 shares; 2025Q4: 76,812 shares; 2026Q1: 83,686 shares; 2026Q2: 79,883 shares 79,883 $9.32M 0.09% -3,803 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: 106,098 shares; 2024Q4: 95,058 shares; 2025Q1: 103,200 shares; 2025Q2: 120,846 shares; 2025Q3: 127,499 shares; 2025Q4: 127,204 shares; 2026Q1: 132,992 shares; 2026Q2: 125,178 shares 125,178 $9.31M 0.08% -7,814 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: 129,079 shares; 2024Q4: 154,395 shares; 2025Q1: 199,436 shares; 2025Q2: 243,042 shares; 2025Q3: 244,938 shares; 2025Q4: 135,612 shares; 2026Q1: 200,109 shares; 2026Q2: 184,751 shares 184,751 $9.14M 0.08% -15,358 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 13,913 shares; 2025Q4: 38,154 shares; 2026Q1: 59,824 shares; 2026Q2: 249,748 shares 249,748 $9.09M 0.08% +189,924 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: 9,482 shares; 2024Q4: 8,258 shares; 2025Q1: 8,235 shares; 2025Q2: 8,087 shares; 2025Q3: 9,893 shares; 2025Q4: 9,714 shares; 2026Q1: 9,630 shares; 2026Q2: 9,367 shares 9,367 $9.04M 0.08% -263 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: 5,210 shares; 2024Q4: 4,119 shares; 2025Q1: 4,117 shares; 2025Q2: 6,309 shares; 2025Q3: 8,303 shares; 2025Q4: 9,359 shares; 2026Q1: 10,292 shares; 2026Q2: 11,766 shares 11,766 $8.98M 0.08% +1,474 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,238 shares; 2024Q4: 242,934 shares; 2025Q1: 283,321 shares; 2025Q2: 260,893 shares; 2025Q3: 284,466 shares; 2025Q4: 312,610 shares; 2026Q1: 352,097 shares; 2026Q2: 363,473 shares 363,473 $8.96M 0.08% +11,376 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,318 shares; 2025Q1: 1,467 shares; 2025Q2: 1,736 shares; 2025Q3: 2,435 shares; 2025Q4: 2,670 shares; 2026Q1: 2,855 shares; 2026Q2: 2,783 shares 2,783 $8.9M 0.08% -72 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,272 shares; 2024Q4: 74,459 shares; 2025Q1: 73,752 shares; 2025Q2: 21,001 shares; 2025Q3: 21,649 shares; 2025Q4: 21,833 shares; 2026Q1: 21,883 shares; 2026Q2: 26,547 shares 26,547 $8.89M 0.08% +4,664 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: 78,536 shares; 2024Q4: 90,316 shares; 2025Q1: 90,451 shares; 2025Q2: 100,592 shares; 2025Q3: 112,667 shares; 2025Q4: 118,065 shares; 2026Q1: 145,660 shares; 2026Q2: 175,254 shares 175,254 $8.86M 0.08% +29,594 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,723 shares; 2024Q4: 41,962 shares; 2025Q1: 2,871 shares; 2025Q2: 35,311 shares; 2025Q3: 77,315 shares; 2025Q4: 82,629 shares; 2026Q1: 79,702 shares; 2026Q2: 77,413 shares 77,413 $8.75M 0.08% -2,289 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: 31,180 shares; 2024Q4: 34,216 shares; 2025Q1: 37,468 shares; 2025Q2: 42,471 shares; 2025Q3: 45,288 shares; 2025Q4: 48,380 shares; 2026Q1: 49,679 shares; 2026Q2: 54,936 shares 54,936 $8.68M 0.08% +5,257 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: 2,493 shares; 2024Q4: 2,535 shares; 2025Q1: 2,726 shares; 2025Q2: 3,083 shares; 2025Q3: 3,052 shares; 2025Q4: 3,276 shares; 2026Q1: 5,498 shares; 2026Q2: 7,389 shares 7,389 $8.68M 0.08% +1,891 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,006 shares; 2024Q4: 73,232 shares; 2025Q1: 19,575 shares; 2025Q2: 15,512 shares; 2025Q3: 65,982 shares; 2025Q4: 66,122 shares; 2026Q1: 66,872 shares; 2026Q2: 75,564 shares 75,564 $8.68M 0.08% +8,692 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124,288 shares 124,288 $8.67M 0.08% new 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: 115,235 shares; 2024Q4: 115,907 shares; 2025Q1: 116,317 shares; 2025Q2: 112,044 shares; 2025Q3: 113,455 shares; 2025Q4: 115,206 shares; 2026Q1: 130,217 shares; 2026Q2: 148,873 shares 148,873 $8.58M 0.08% +18,656 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,849 shares; 2024Q4: 19,966 shares; 2025Q1: 23,748 shares; 2025Q2: 25,486 shares; 2025Q3: 33,619 shares; 2025Q4: 32,242 shares; 2026Q1: 31,988 shares; 2026Q2: 205,443 shares 205,443 $8.57M 0.08% +173,455 Timeline CGIB 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: not reported; 2025Q3: 18,461 shares; 2025Q4: 60,388 shares; 2026Q1: 236,980 shares; 2026Q2: 326,495 shares 326,495 $8.34M 0.08% +89,515 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,638 shares; 2024Q4: 191,679 shares; 2025Q1: 194,030 shares; 2025Q2: 73,098 shares; 2025Q3: 74,297 shares; 2025Q4: 164,347 shares; 2026Q1: 279,907 shares; 2026Q2: 426,163 shares 426,163 $8.32M 0.08% +146,256 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,146 shares; 2024Q4: 116,050 shares; 2025Q1: 112,309 shares; 2025Q2: 112,608 shares; 2025Q3: 125,634 shares; 2025Q4: 109,886 shares; 2026Q1: 104,407 shares; 2026Q2: 200,827 shares 200,827 $8.24M 0.08% +96,420 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,097 shares; 2024Q4: 94,488 shares; 2025Q1: 133,413 shares; 2025Q2: 178,145 shares; 2025Q3: 221,117 shares; 2025Q4: 318,846 shares; 2026Q1: 366,373 shares; 2026Q2: 393,377 shares 393,377 $8.15M 0.07% +27,004 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: 38,293 shares; 2025Q1: 4,751 shares; 2025Q2: 5,221 shares; 2025Q3: 5,933 shares; 2025Q4: 6,571 shares; 2026Q1: 6,767 shares; 2026Q2: 8,126 shares 8,126 $7.82M 0.07% +1,359 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,650 shares; 2025Q1: 23,557 shares; 2025Q2: 27,815 shares; 2025Q3: 33,242 shares; 2025Q4: 34,189 shares; 2026Q1: 42,092 shares; 2026Q2: 45,991 shares 45,991 $7.81M 0.07% +3,899 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,208 shares; 2025Q1: 67,320 shares; 2025Q2: 81,490 shares; 2025Q3: 91,925 shares; 2025Q4: 111,434 shares; 2026Q1: 177,859 shares; 2026Q2: 175,210 shares 175,210 $7.61M 0.07% -2,649 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: 141,165 shares; 2024Q4: 145,312 shares; 2025Q1: 149,394 shares; 2025Q2: 154,392 shares; 2025Q3: 156,096 shares; 2025Q4: 156,852 shares; 2026Q1: 153,623 shares; 2026Q2: 145,655 shares 145,655 $7.56M 0.07% -7,968 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,720 shares; 2024Q4: 14,500 shares; 2025Q1: 15,495 shares; 2025Q2: 54,673 shares; 2025Q3: 69,031 shares; 2025Q4: 79,007 shares; 2026Q1: 119,135 shares; 2026Q2: 121,203 shares 121,203 $7.49M 0.07% +2,068 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: 19,043 shares; 2024Q4: 16,925 shares; 2025Q1: 15,846 shares; 2025Q2: 19,469 shares; 2025Q3: 24,763 shares; 2025Q4: 25,073 shares; 2026Q1: 31,170 shares; 2026Q2: 30,363 shares 30,363 $7.48M 0.07% -807 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,363 shares; 2024Q4: 113,520 shares; 2025Q1: 108,189 shares; 2025Q2: 165,244 shares; 2025Q3: 151,312 shares; 2025Q4: 174,180 shares; 2026Q1: 196,359 shares; 2026Q2: 201,185 shares 201,185 $7.44M 0.07% +4,826 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: 4,503 shares; 2024Q4: 4,712 shares; 2025Q1: 4,750 shares; 2025Q2: 4,846 shares; 2025Q3: 5,266 shares; 2025Q4: 5,530 shares; 2026Q1: 6,566 shares; 2026Q2: 6,542 shares 6,542 $7.41M 0.07% -24 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,594 shares; 2024Q4: 81,409 shares; 2025Q1: 78,065 shares; 2025Q2: 73,533 shares; 2025Q3: 69,808 shares; 2025Q4: 60,734 shares; 2026Q1: 64,256 shares; 2026Q2: 63,997 shares 63,997 $7.28M 0.07% -259 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: 121,927 shares; 2024Q4: 114,360 shares; 2025Q1: 118,438 shares; 2025Q2: 132,587 shares; 2025Q3: 136,985 shares; 2025Q4: 142,253 shares; 2026Q1: 141,335 shares; 2026Q2: 137,403 shares 137,403 $7.25M 0.07% -3,932 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,005 shares; 2024Q4: 73,689 shares; 2025Q1: 72,775 shares; 2025Q2: 71,400 shares; 2025Q3: 71,006 shares; 2025Q4: 62,618 shares; 2026Q1: 60,986 shares; 2026Q2: 74,419 shares 74,419 $7.25M 0.07% +13,433 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,483 shares; 2024Q4: 140,879 shares; 2025Q1: 150,166 shares; 2025Q2: 157,011 shares; 2025Q3: 168,424 shares; 2025Q4: 172,975 shares; 2026Q1: 192,494 shares; 2026Q2: 266,317 shares 266,317 $7.21M 0.07% +73,823 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,039 shares; 2024Q4: 45,000 shares; 2025Q1: 44,844 shares; 2025Q2: 47,250 shares; 2025Q3: 48,979 shares; 2025Q4: 49,380 shares; 2026Q1: 49,307 shares; 2026Q2: 50,217 shares 50,217 $7.13M 0.07% +910 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,623 shares; 2024Q4: 138,728 shares; 2025Q1: 131,604 shares; 2025Q2: 125,733 shares; 2025Q3: 126,468 shares; 2025Q4: 112,328 shares; 2026Q1: 106,884 shares; 2026Q2: 100,422 shares 100,422 $7.08M 0.06% -6,462 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,930 shares; 2024Q4: 117,757 shares; 2025Q1: 109,962 shares; 2025Q2: 108,377 shares; 2025Q3: 105,727 shares; 2025Q4: 95,182 shares; 2026Q1: 93,396 shares; 2026Q2: 86,234 shares 86,234 $7.02M 0.06% -7,162 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,928 shares; 2026Q1: 228,783 shares; 2026Q2: 303,369 shares 303,369 $6.96M 0.06% +74,586 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,035 shares; 2024Q4: 73,925 shares; 2025Q1: 78,693 shares; 2025Q2: 78,434 shares; 2025Q3: 77,344 shares; 2025Q4: 76,823 shares; 2026Q1: 77,336 shares; 2026Q2: 76,550 shares 76,550 $6.88M 0.06% -786 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,466 shares; 2024Q4: 266,105 shares; 2025Q1: 266,242 shares; 2025Q2: 230,054 shares; 2025Q3: 278,192 shares; 2025Q4: 287,986 shares; 2026Q1: 291,006 shares; 2026Q2: 320,980 shares 320,980 $6.88M 0.06% +29,974 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: 124,710 shares; 2024Q4: 117,857 shares; 2025Q1: 112,007 shares; 2025Q2: 87,678 shares; 2025Q3: 89,925 shares; 2025Q4: 89,291 shares; 2026Q1: 75,037 shares; 2026Q2: 76,156 shares 76,156 $6.84M 0.06% +1,119 Timeline FTXR 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: 32,660 shares; 2024Q4: 31,738 shares; 2025Q1: 31,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,171 shares; 2026Q2: 150,159 shares 150,159 $6.84M 0.06% +98,988 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: 31,780 shares; 2024Q4: 36,065 shares; 2025Q1: 41,072 shares; 2025Q2: 48,675 shares; 2025Q3: 61,804 shares; 2025Q4: 67,351 shares; 2026Q1: 66,894 shares; 2026Q2: 71,468 shares 71,468 $6.83M 0.06% +4,574 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,758 shares; 2024Q4: 103,757 shares; 2025Q1: 118,476 shares; 2025Q2: 124,945 shares; 2025Q3: 139,188 shares; 2025Q4: 46,643 shares; 2026Q1: 43,056 shares; 2026Q2: 45,109 shares 45,109 $6.83M 0.06% +2,053 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: 89,475 shares; 2024Q4: 91,233 shares; 2025Q1: 98,835 shares; 2025Q2: 30,583 shares; 2025Q3: 40,789 shares; 2025Q4: 36,557 shares; 2026Q1: 35,376 shares; 2026Q2: 38,869 shares 38,869 $6.82M 0.06% +3,493 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,079 shares; 2024Q4: 155,004 shares; 2025Q1: 145,418 shares; 2025Q2: 141,727 shares; 2025Q3: 148,310 shares; 2025Q4: 132,879 shares; 2026Q1: 128,900 shares; 2026Q2: 120,576 shares 120,576 $6.76M 0.06% -8,324 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: 92,874 shares; 2024Q4: 99,146 shares; 2025Q1: 70,974 shares; 2025Q2: 75,240 shares; 2025Q3: 73,732 shares; 2025Q4: 155,244 shares; 2026Q1: 163,747 shares; 2026Q2: 148,266 shares 148,266 $6.72M 0.06% -15,481 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: 9,176 shares; 2024Q4: 9,189 shares; 2025Q1: 8,790 shares; 2025Q2: 31,032 shares; 2025Q3: 32,475 shares; 2025Q4: 40,919 shares; 2026Q1: 46,625 shares; 2026Q2: 48,847 shares 48,847 $6.72M 0.06% +2,222 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: 37,506 shares; 2024Q4: 34,068 shares; 2025Q1: 47,352 shares; 2025Q2: 62,298 shares; 2025Q3: 90,847 shares; 2025Q4: 83,286 shares; 2026Q1: 85,939 shares; 2026Q2: 92,740 shares 92,740 $6.69M 0.06% +6,801 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 44,051 shares; 2026Q1: 130,028 shares; 2026Q2: 179,085 shares 179,085 $6.68M 0.06% +49,057 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,570 shares; 2024Q4: 22,216 shares; 2025Q1: 22,598 shares; 2025Q2: 23,364 shares; 2025Q3: 27,875 shares; 2025Q4: 35,293 shares; 2026Q1: 38,925 shares; 2026Q2: 40,011 shares 40,011 $6.67M 0.06% +1,086 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: 171,050 shares; 2024Q4: 866,760 shares; 2025Q1: 1,010,704 shares; 2025Q2: 1,037,263 shares; 2025Q3: 1,025,318 shares; 2025Q4: 823,008 shares; 2026Q1: 795,904 shares; 2026Q2: 210,785 shares 210,785 $6.66M 0.06% -585,119 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: 22,872 shares; 2024Q4: 25,658 shares; 2025Q1: 25,380 shares; 2025Q2: 26,110 shares; 2025Q3: 26,615 shares; 2025Q4: 28,220 shares; 2026Q1: 30,007 shares; 2026Q2: 31,667 shares 31,667 $6.62M 0.06% +1,660 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: 45,524 shares; 2024Q4: 43,182 shares; 2025Q1: 41,472 shares; 2025Q2: 43,941 shares; 2025Q3: 45,664 shares; 2025Q4: 44,516 shares; 2026Q1: 47,692 shares; 2026Q2: 57,425 shares 57,425 $6.56M 0.06% +9,733 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: 3,123 shares; 2024Q4: 2,888 shares; 2025Q1: 2,998 shares; 2025Q2: 51,970 shares; 2025Q3: 67,527 shares; 2025Q4: 70,342 shares; 2026Q1: 70,001 shares; 2026Q2: 69,818 shares 69,818 $6.43M 0.06% -183 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: 161,655 shares; 2024Q4: 157,678 shares; 2025Q1: 230,801 shares; 2025Q2: 231,729 shares; 2025Q3: 235,127 shares; 2025Q4: 224,022 shares; 2026Q1: 231,166 shares; 2026Q2: 88,566 shares 88,566 $6.36M 0.06% -142,600 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: 9,988 shares; 2024Q4: 10,103 shares; 2025Q1: 9,540 shares; 2025Q2: 9,789 shares; 2025Q3: 13,234 shares; 2025Q4: 67,002 shares; 2026Q1: 51,755 shares; 2026Q2: 63,580 shares 63,580 $6.31M 0.06% +11,825 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,381 shares; 2024Q4: 107,449 shares; 2025Q1: 119,115 shares; 2025Q2: 594,833 shares; 2025Q3: 279,514 shares; 2025Q4: 328,470 shares; 2026Q1: 341,421 shares; 2026Q2: 53,583 shares 53,583 $6.29M 0.06% -287,838 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,013 shares; 2024Q4: 111,792 shares; 2025Q1: 93,825 shares; 2025Q2: 90,487 shares; 2025Q3: 88,157 shares; 2025Q4: 77,374 shares; 2026Q1: 73,651 shares; 2026Q2: 70,084 shares 70,084 $6.29M 0.06% -3,567 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,368 shares; 2024Q4: 63,894 shares; 2025Q1: 60,688 shares; 2025Q2: 49,968 shares; 2025Q3: 49,827 shares; 2025Q4: 45,263 shares; 2026Q1: 47,580 shares; 2026Q2: 65,247 shares 65,247 $6.23M 0.06% +17,667 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: 68,405 shares; 2024Q4: 64,114 shares; 2025Q1: 14,655 shares; 2025Q2: 15,721 shares; 2025Q3: 51,659 shares; 2025Q4: 49,959 shares; 2026Q1: 45,600 shares; 2026Q2: 45,486 shares 45,486 $6.22M 0.06% -114 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: 14,088 shares; 2024Q4: 14,372 shares; 2025Q1: 11,709 shares; 2025Q2: 11,668 shares; 2025Q3: 12,440 shares; 2025Q4: 12,594 shares; 2026Q1: 12,375 shares; 2026Q2: 12,323 shares 12,323 $6.18M 0.06% -52 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,360 shares; 2024Q4: 10,446 shares; 2025Q1: 10,720 shares; 2025Q2: 9,439 shares; 2025Q3: 9,803 shares; 2025Q4: 9,699 shares; 2026Q1: 12,520 shares; 2026Q2: 12,551 shares 12,551 $6.16M 0.06% +31 Timeline GDXJ 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: 23,373 shares; 2025Q3: 21,848 shares; 2025Q4: 17,379 shares; 2026Q1: 67,601 shares; 2026Q2: 62,647 shares 62,647 $6.15M 0.06% -4,954 Timeline PGRO 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: 28,399 shares; 2024Q4: 40,146 shares; 2025Q1: 57,376 shares; 2025Q2: 69,943 shares; 2025Q3: 76,149 shares; 2025Q4: 93,033 shares; 2026Q1: 108,692 shares; 2026Q2: 128,843 shares 128,843 $6.14M 0.06% +20,151 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,783 shares; 2024Q4: 93,492 shares; 2025Q1: 86,985 shares; 2025Q2: 59,950 shares; 2025Q3: 57,504 shares; 2025Q4: 53,608 shares; 2026Q1: 59,590 shares; 2026Q2: 95,538 shares 95,538 $6.13M 0.06% +35,948 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,530 shares; 2024Q4: 27,154 shares; 2025Q1: 25,944 shares; 2025Q2: 25,422 shares; 2025Q3: 24,854 shares; 2025Q4: 22,077 shares; 2026Q1: 21,202 shares; 2026Q2: 20,123 shares 20,123 $6.07M 0.06% -1,079 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: not reported; 2024Q4: 10,669 shares; 2025Q1: 22,102 shares; 2025Q2: 49,453 shares; 2025Q3: 64,321 shares; 2025Q4: 74,012 shares; 2026Q1: 76,551 shares; 2026Q2: 72,681 shares 72,681 $6.02M 0.05% -3,870 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,641 shares; 2024Q4: 22,827 shares; 2025Q1: 25,094 shares; 2025Q2: 27,209 shares; 2025Q3: 30,859 shares; 2025Q4: 36,012 shares; 2026Q1: 44,193 shares; 2026Q2: 44,332 shares 44,332 $6.01M 0.05% +139 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,930 shares; 2024Q4: 21,766 shares; 2025Q1: 21,643 shares; 2025Q2: 33,177 shares; 2025Q3: 33,937 shares; 2025Q4: 34,289 shares; 2026Q1: 34,709 shares; 2026Q2: 34,981 shares 34,981 $5.95M 0.05% +272 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,589 shares; 2025Q1: 4,017 shares; 2025Q2: 10,859 shares; 2025Q3: 11,453 shares; 2025Q4: 13,100 shares; 2026Q1: 13,429 shares; 2026Q2: 13,105 shares 13,105 $5.94M 0.05% -324 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 35,499 shares; 2026Q1: 86,889 shares; 2026Q2: 117,869 shares 117,869 $5.93M 0.05% +30,980 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: 41,077 shares; 2024Q4: 45,304 shares; 2025Q1: 47,015 shares; 2025Q2: 49,358 shares; 2025Q3: 54,293 shares; 2025Q4: 69,901 shares; 2026Q1: 73,255 shares; 2026Q2: 78,186 shares 78,186 $5.93M 0.05% +4,931 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: 34,003 shares; 2024Q4: 31,700 shares; 2025Q1: 31,287 shares; 2025Q2: 62,915 shares; 2025Q3: 39,635 shares; 2025Q4: 46,595 shares; 2026Q1: 63,178 shares; 2026Q2: 54,696 shares 54,696 $5.89M 0.05% -8,482 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 43,376 shares; 2026Q1: 102,262 shares; 2026Q2: 138,597 shares 138,597 $5.86M 0.05% +36,335 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226,457 shares; 2026Q2: 214,162 shares 214,162 $5.77M 0.05% -12,295 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: 240,258 shares; 2024Q4: 123,269 shares; 2025Q1: 145,526 shares; 2025Q2: 119,098 shares; 2025Q3: 134,884 shares; 2025Q4: 149,180 shares; 2026Q1: 202,460 shares; 2026Q2: 237,703 shares 237,703 $5.72M 0.05% +35,243 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,355 shares; 2024Q4: 97,608 shares; 2025Q1: 100,751 shares; 2025Q2: 119,614 shares; 2025Q3: 110,339 shares; 2025Q4: 108,171 shares; 2026Q1: 107,157 shares; 2026Q2: 113,835 shares 113,835 $5.7M 0.05% +6,678 Timeline RLI RLI CORP More: the full row for RLI 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: 3,189 shares; 2026Q1: 91,764 shares; 2026Q2: 95,925 shares 95,925 $5.67M 0.05% +4,161 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,434 shares; 2024Q4: 53,004 shares; 2025Q1: 54,432 shares; 2025Q2: 55,004 shares; 2025Q3: 68,375 shares; 2025Q4: 71,389 shares; 2026Q1: 80,521 shares; 2026Q2: 83,182 shares 83,182 $5.66M 0.05% +2,661 Timeline FXR 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: 194,295 shares; 2024Q4: 182,079 shares; 2025Q1: 169,472 shares; 2025Q2: 174,212 shares; 2025Q3: 179,596 shares; 2025Q4: 92,366 shares; 2026Q1: 40,784 shares; 2026Q2: 61,781 shares 61,781 $5.63M 0.05% +20,997 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,722 shares; 2024Q4: 22,330 shares; 2025Q1: 11,378 shares; 2025Q2: 13,058 shares; 2025Q3: 13,624 shares; 2025Q4: 16,758 shares; 2026Q1: 19,174 shares; 2026Q2: 24,629 shares 24,629 $5.59M 0.05% +5,455 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: 7,068 shares; 2024Q4: 11,009 shares; 2025Q1: 8,821 shares; 2025Q2: 14,655 shares; 2025Q3: 14,887 shares; 2025Q4: 15,509 shares; 2026Q1: 16,525 shares; 2026Q2: 8,623 shares 8,623 $5.53M 0.05% -7,902 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,792 shares; 2026Q1: 82,782 shares; 2026Q2: 92,064 shares 92,064 $5.53M 0.05% +9,282 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: 6,668 shares; 2024Q4: 7,379 shares; 2025Q1: 8,206 shares; 2025Q2: 9,634 shares; 2025Q3: 10,496 shares; 2025Q4: 11,093 shares; 2026Q1: 11,117 shares; 2026Q2: 11,025 shares 11,025 $5.48M 0.05% -92 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,387 shares; 2024Q4: 72,789 shares; 2025Q1: 82,160 shares; 2025Q2: 79,068 shares; 2025Q3: 101,087 shares; 2025Q4: 87,848 shares; 2026Q1: 87,595 shares; 2026Q2: 86,901 shares 86,901 $5.45M 0.05% -694 Timeline FXN 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: 64,654 shares; 2024Q4: 66,456 shares; 2025Q1: 42,322 shares; 2025Q2: 42,322 shares; 2025Q3: 36,417 shares; 2025Q4: 36,126 shares; 2026Q1: 89,713 shares; 2026Q2: 267,084 shares 267,084 $5.4M 0.05% +177,371 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: 8,335 shares; 2024Q4: 9,112 shares; 2025Q1: 12,012 shares; 2025Q2: 11,989 shares; 2025Q3: 14,852 shares; 2025Q4: 15,159 shares; 2026Q1: 15,997 shares; 2026Q2: 17,925 shares 17,925 $5.39M 0.05% +1,928 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,451 shares; 2024Q4: 26,843 shares; 2025Q1: 32,013 shares; 2025Q2: 38,663 shares; 2025Q3: 68,611 shares; 2025Q4: 88,822 shares; 2026Q1: 92,336 shares; 2026Q2: 94,097 shares 94,097 $5.37M 0.05% +1,761 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,227 shares; 2024Q4: 115,328 shares; 2025Q1: 105,273 shares; 2025Q2: 106,351 shares; 2025Q3: 105,595 shares; 2025Q4: 105,023 shares; 2026Q1: 107,100 shares; 2026Q2: 108,195 shares 108,195 $5.36M 0.05% +1,095 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 42,579 shares 42,579 $5.33M 0.05% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,327 shares; 2024Q4: 3,397 shares; 2025Q1: 3,310 shares; 2025Q2: 3,568 shares; 2025Q3: 3,723 shares; 2025Q4: 4,108 shares; 2026Q1: 4,108 shares; 2026Q2: 3,904 shares 3,904 $5.31M 0.05% -204 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: 46,652 shares; 2024Q4: 29,534 shares; 2025Q1: 35,452 shares; 2025Q2: 28,478 shares; 2025Q3: 26,161 shares; 2025Q4: 57,214 shares; 2026Q1: 62,874 shares; 2026Q2: 33,415 shares 33,415 $5.3M 0.05% -29,459 Timeline GTOH INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,872 shares; 2024Q4: 75,508 shares; 2025Q1: 94,436 shares; 2025Q2: 112,197 shares; 2025Q3: 127,642 shares; 2025Q4: 162,254 shares; 2026Q1: 175,178 shares; 2026Q2: 207,693 shares 207,693 $5.29M 0.05% +32,515 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,768 shares; 2024Q4: 10,481 shares; 2025Q1: 10,630 shares; 2025Q2: 11,427 shares; 2025Q3: 3,243 shares; 2025Q4: 12,262 shares; 2026Q1: 13,234 shares; 2026Q2: 16,577 shares 16,577 $5.28M 0.05% +3,343 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,700 shares; 2025Q1: 2,009 shares; 2025Q2: 2,197 shares; 2025Q3: 2,871 shares; 2025Q4: 4,714 shares; 2026Q1: 34,706 shares; 2026Q2: 33,499 shares 33,499 $5.23M 0.05% -1,207 Timeline FSIG 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: 107,049 shares; 2024Q4: 128,072 shares; 2025Q1: 140,139 shares; 2025Q2: 172,489 shares; 2025Q3: 197,417 shares; 2025Q4: 263,051 shares; 2026Q1: 259,145 shares; 2026Q2: 275,648 shares 275,648 $5.2M 0.05% +16,503 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: 31,255 shares; 2024Q4: 31,095 shares; 2025Q1: 20,147 shares; 2025Q2: 25,157 shares; 2025Q3: 27,626 shares; 2025Q4: 32,904 shares; 2026Q1: 88,235 shares; 2026Q2: 101,909 shares 101,909 $5.16M 0.05% +13,674 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: 49,239 shares; 2024Q4: 86,466 shares; 2025Q1: 104,304 shares; 2025Q2: 120,950 shares; 2025Q3: 127,403 shares; 2025Q4: 98,575 shares; 2026Q1: 78,928 shares; 2026Q2: 90,974 shares 90,974 $5.14M 0.05% +12,046 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,594 shares; 2024Q4: 56,031 shares; 2025Q1: 36,716 shares; 2025Q2: 26,484 shares; 2025Q3: 21,638 shares; 2025Q4: 19,425 shares; 2026Q1: 21,076 shares; 2026Q2: 34,934 shares 34,934 $5.12M 0.05% +13,858 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,240 shares; 2026Q2: 27,067 shares 27,067 $5.06M 0.05% -2,173 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,175 shares; 2024Q4: 13,514 shares; 2025Q1: 15,431 shares; 2025Q2: 14,813 shares; 2025Q3: 16,483 shares; 2025Q4: 17,438 shares; 2026Q1: 17,987 shares; 2026Q2: 17,397 shares 17,397 $5.06M 0.05% -590 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: 13,864 shares; 2024Q4: 13,525 shares; 2025Q1: 23,077 shares; 2025Q2: 19,466 shares; 2025Q3: 17,510 shares; 2025Q4: 14,948 shares; 2026Q1: 19,424 shares; 2026Q2: 22,917 shares 22,917 $4.96M 0.05% +3,493 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,000 shares; 2024Q4: 75,576 shares; 2025Q1: 74,313 shares; 2025Q2: 72,867 shares; 2025Q3: 72,300 shares; 2025Q4: 69,153 shares; 2026Q1: 53,408 shares; 2026Q2: 88,177 shares 88,177 $4.95M 0.05% +34,769 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: 37,615 shares; 2024Q4: 39,992 shares; 2025Q1: 39,515 shares; 2025Q2: 46,968 shares; 2025Q3: 57,716 shares; 2025Q4: 62,795 shares; 2026Q1: 67,329 shares; 2026Q2: 64,129 shares 64,129 $4.95M 0.05% -3,200 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: 59,111 shares; 2024Q4: 61,977 shares; 2025Q1: 71,675 shares; 2025Q2: 82,028 shares; 2025Q3: 82,782 shares; 2025Q4: 85,280 shares; 2026Q1: 86,708 shares; 2026Q2: 79,639 shares 79,639 $4.89M 0.04% -7,069 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: 3,941 shares; 2024Q4: 4,105 shares; 2025Q1: 4,108 shares; 2025Q2: 4,322 shares; 2025Q3: 4,453 shares; 2025Q4: 4,552 shares; 2026Q1: 4,689 shares; 2026Q2: 4,999 shares 4,999 $4.89M 0.04% +310 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: 6,929 shares; 2024Q4: 6,789 shares; 2025Q1: 9,201 shares; 2025Q2: 19,388 shares; 2025Q3: 20,651 shares; 2025Q4: 22,027 shares; 2026Q1: 24,190 shares; 2026Q2: 24,254 shares 24,254 $4.87M 0.04% +64 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,575 shares; 2024Q4: 280,579 shares; 2025Q1: 277,841 shares; 2025Q2: 267,764 shares; 2025Q3: 248,555 shares; 2025Q4: 250,172 shares; 2026Q1: 284,697 shares; 2026Q2: 286,600 shares 286,600 $4.83M 0.04% +1,903 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,500 shares; 2024Q4: 62,953 shares; 2025Q1: 13,265 shares; 2025Q2: 12,907 shares; 2025Q3: 61,861 shares; 2025Q4: 61,268 shares; 2026Q1: 62,480 shares; 2026Q2: 62,490 shares 62,490 $4.78M 0.04% +10 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,859 shares; 2024Q4: 52,000 shares; 2025Q1: 53,259 shares; 2025Q2: 63,643 shares; 2025Q3: 70,491 shares; 2025Q4: 85,543 shares; 2026Q1: 141,157 shares; 2026Q2: 148,318 shares 148,318 $4.75M 0.04% +7,161 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: 124,148 shares; 2024Q4: 107,928 shares; 2025Q1: 111,047 shares; 2025Q2: 113,856 shares; 2025Q3: 120,758 shares; 2025Q4: 127,296 shares; 2026Q1: 142,081 shares; 2026Q2: 98,919 shares 98,919 $4.74M 0.04% -43,162 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,830 shares; 2024Q4: 83,336 shares; 2025Q1: 78,188 shares; 2025Q2: 75,490 shares; 2025Q3: 73,954 shares; 2025Q4: 65,787 shares; 2026Q1: 65,427 shares; 2026Q2: 62,432 shares 62,432 $4.72M 0.04% -2,995 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: 13,966 shares; 2024Q4: 13,638 shares; 2025Q1: 15,749 shares; 2025Q2: 15,719 shares; 2025Q3: 18,440 shares; 2025Q4: 18,263 shares; 2026Q1: 18,292 shares; 2026Q2: 18,023 shares 18,023 $4.69M 0.04% -269 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,024 shares; 2024Q4: 35,283 shares; 2025Q1: 32,400 shares; 2025Q2: 31,361 shares; 2025Q3: 30,456 shares; 2025Q4: 26,091 shares; 2026Q1: 25,268 shares; 2026Q2: 24,046 shares 24,046 $4.69M 0.04% -1,222 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,837 shares; 2024Q4: 28,628 shares; 2025Q1: 32,810 shares; 2025Q2: 31,397 shares; 2025Q3: 26,266 shares; 2025Q4: 25,024 shares; 2026Q1: 34,074 shares; 2026Q2: 45,247 shares 45,247 $4.68M 0.04% +11,173 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,025 shares; 2024Q4: 19,220 shares; 2025Q1: 18,077 shares; 2025Q2: 29,532 shares; 2025Q3: 27,963 shares; 2025Q4: 25,156 shares; 2026Q1: 22,850 shares; 2026Q2: 24,340 shares 24,340 $4.67M 0.04% +1,490 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,104 shares; 2024Q4: 138,791 shares; 2025Q1: 118,109 shares; 2025Q2: 113,968 shares; 2025Q3: 86,495 shares; 2025Q4: 81,886 shares; 2026Q1: 77,764 shares; 2026Q2: 92,269 shares 92,269 $4.66M 0.04% +14,505 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,275 shares; 2025Q2: 30,581 shares; 2025Q3: 51,529 shares; 2025Q4: 60,444 shares; 2026Q1: 65,995 shares; 2026Q2: 94,623 shares 94,623 $4.63M 0.04% +28,628 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,520 shares; 2024Q4: 160,036 shares; 2025Q1: 141,032 shares; 2025Q2: 218,142 shares; 2025Q3: 211,500 shares; 2025Q4: 181,093 shares; 2026Q1: 182,276 shares; 2026Q2: 173,479 shares 173,479 $4.62M 0.04% -8,797 Timeline NEMD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,634 shares; 2026Q2: 87,103 shares 87,103 $4.62M 0.04% +13,469 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,561 shares; 2024Q4: 19,119 shares; 2025Q1: 22,212 shares; 2025Q2: 26,209 shares; 2025Q3: 28,600 shares; 2025Q4: 28,877 shares; 2026Q1: 33,544 shares; 2026Q2: 43,045 shares 43,045 $4.61M 0.04% +9,501 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,673 shares; 2024Q4: 12,913 shares; 2025Q1: 5,388 shares; 2025Q2: 8,319 shares; 2025Q3: 9,712 shares; 2025Q4: 10,214 shares; 2026Q1: 10,791 shares; 2026Q2: 11,570 shares 11,570 $4.6M 0.04% +779 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,875 shares; 2024Q4: 34,256 shares; 2025Q1: 36,374 shares; 2025Q2: 32,804 shares; 2025Q3: 34,222 shares; 2025Q4: 35,423 shares; 2026Q1: 34,797 shares; 2026Q2: 34,539 shares 34,539 $4.6M 0.04% -258 Timeline JPIE 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: 62,030 shares; 2025Q3: 61,783 shares; 2025Q4: 61,782 shares; 2026Q1: 94,328 shares; 2026Q2: 98,532 shares 98,532 $4.54M 0.04% +4,204 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,324 shares; 2024Q4: 13,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,558 shares 40,558 $4.53M 0.04% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,333 shares; 2024Q4: 7,838 shares; 2025Q1: 7,813 shares; 2025Q2: 8,952 shares; 2025Q3: 9,662 shares; 2025Q4: 9,488 shares; 2026Q1: 9,450 shares; 2026Q2: 20,699 shares 20,699 $4.5M 0.04% +11,249 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 19,423 shares; 2025Q1: 16,669 shares; 2025Q2: 22,474 shares; 2025Q3: 25,890 shares; 2025Q4: 31,358 shares; 2026Q1: 34,479 shares; 2026Q2: 30,790 shares 30,790 $4.49M 0.04% -3,689 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: 20,048 shares 20,048 $4.49M 0.04% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,125 shares; 2025Q4: 55,091 shares; 2026Q1: 57,793 shares; 2026Q2: 57,875 shares 57,875 $4.47M 0.04% +82 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,118 shares; 2024Q4: 55,811 shares; 2025Q1: 93,763 shares; 2025Q2: 94,833 shares; 2025Q3: 68,365 shares; 2025Q4: 65,239 shares; 2026Q1: 76,876 shares; 2026Q2: 79,798 shares 79,798 $4.47M 0.04% +2,922 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: 20,042 shares 20,042 $4.43M 0.04% new 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: 30,072 shares; 2024Q4: 32,839 shares; 2025Q1: 29,447 shares; 2025Q2: 30,878 shares; 2025Q3: 31,213 shares; 2025Q4: 31,007 shares; 2026Q1: 30,942 shares; 2026Q2: 26,111 shares 26,111 $4.41M 0.04% -4,831 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: 44,573 shares; 2024Q4: 43,371 shares; 2025Q1: 40,244 shares; 2025Q2: 46,979 shares; 2025Q3: 40,079 shares; 2025Q4: 42,509 shares; 2026Q1: 45,175 shares; 2026Q2: 56,425 shares 56,425 $4.4M 0.04% +11,250 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,222 shares; 2024Q4: 29,958 shares; 2025Q1: 29,547 shares; 2025Q2: 32,412 shares; 2025Q3: 42,613 shares; 2025Q4: 43,174 shares; 2026Q1: 43,120 shares; 2026Q2: 45,420 shares 45,420 $4.37M 0.04% +2,300 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,754 shares; 2025Q1: 89,700 shares; 2025Q2: 39,180 shares; 2025Q3: 58,602 shares; 2025Q4: 58,412 shares; 2026Q1: 78,070 shares; 2026Q2: 81,277 shares 81,277 $4.33M 0.04% +3,207 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,601 shares; 2024Q4: 4,621 shares; 2025Q1: 4,034 shares; 2025Q2: 4,600 shares; 2025Q3: 6,146 shares; 2025Q4: 7,310 shares; 2026Q1: 12,615 shares; 2026Q2: 13,615 shares 13,615 $4.32M 0.04% +1,000 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,556 shares; 2024Q4: 84,463 shares; 2025Q1: 81,644 shares; 2025Q2: 82,255 shares; 2025Q3: 87,220 shares; 2025Q4: 91,616 shares; 2026Q1: 84,223 shares; 2026Q2: 88,772 shares 88,772 $4.32M 0.04% +4,549 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: 118,258 shares; 2024Q4: 115,241 shares; 2025Q1: 115,275 shares; 2025Q2: 115,143 shares; 2025Q3: 114,470 shares; 2025Q4: 102,530 shares; 2026Q1: 90,699 shares; 2026Q2: 42,233 shares 42,233 $4.32M 0.04% -48,466 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,150 shares; 2024Q4: 38,201 shares; 2025Q1: 57,769 shares; 2025Q2: 36,080 shares; 2025Q3: 35,308 shares; 2025Q4: 35,069 shares; 2026Q1: 34,472 shares; 2026Q2: 39,268 shares 39,268 $4.3M 0.04% +4,796 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,498 shares; 2025Q4: 2,618 shares; 2026Q1: 27,381 shares; 2026Q2: 28,215 shares 28,215 $4.27M 0.04% +834 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,993 shares; 2024Q4: 70,892 shares; 2025Q1: 86,252 shares; 2025Q2: 85,993 shares; 2025Q3: 59,521 shares; 2025Q4: 52,564 shares; 2026Q1: 51,009 shares; 2026Q2: 71,336 shares 71,336 $4.26M 0.04% +20,327 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,314 shares; 2024Q4: 155,360 shares; 2025Q1: 155,689 shares; 2025Q2: 173,459 shares; 2025Q3: 186,393 shares; 2025Q4: 112,642 shares; 2026Q1: 130,816 shares; 2026Q2: 173,416 shares 173,416 $4.26M 0.04% +42,600 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,564 shares; 2024Q4: 116,067 shares; 2025Q1: 150,899 shares; 2025Q2: 100,296 shares; 2025Q3: 121,478 shares; 2025Q4: 179,679 shares; 2026Q1: 189,346 shares; 2026Q2: 198,691 shares 198,691 $4.25M 0.04% +9,345 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,084 shares; 2026Q1: 59,691 shares; 2026Q2: 54,522 shares 54,522 $4.24M 0.04% -5,169 Timeline AOR 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: 11,264 shares; 2025Q1: 19,642 shares; 2025Q2: 21,572 shares; 2025Q3: 25,513 shares; 2025Q4: 29,714 shares; 2026Q1: 32,071 shares; 2026Q2: 60,403 shares 60,403 $4.2M 0.04% +28,332 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,793 shares; 2024Q4: 7,769 shares; 2025Q1: 7,757 shares; 2025Q2: 15,619 shares; 2025Q3: 15,505 shares; 2025Q4: 16,850 shares; 2026Q1: 16,813 shares; 2026Q2: 14,224 shares 14,224 $4.2M 0.04% -2,589 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,371 shares; 2026Q2: 69,102 shares 69,102 $4.17M 0.04% +7,731 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: 64,594 shares; 2024Q4: 64,147 shares; 2025Q1: 58,205 shares; 2025Q2: 66,069 shares; 2025Q3: 70,162 shares; 2025Q4: 63,672 shares; 2026Q1: 75,534 shares; 2026Q2: 76,783 shares 76,783 $4.16M 0.04% +1,249 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,809 shares; 2024Q4: 43,364 shares; 2025Q1: 41,810 shares; 2025Q2: 45,426 shares; 2025Q3: 51,470 shares; 2025Q4: 48,043 shares; 2026Q1: 45,933 shares; 2026Q2: 43,229 shares 43,229 $4.15M 0.04% -2,704 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,744 shares; 2024Q4: 17,401 shares; 2025Q1: 21,093 shares; 2025Q2: 24,513 shares; 2025Q3: 27,670 shares; 2025Q4: 31,942 shares; 2026Q1: 33,899 shares; 2026Q2: 42,707 shares 42,707 $4.15M 0.04% +8,808 Timeline MISL 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: 31,212 shares; 2024Q4: 30,040 shares; 2025Q1: 42,860 shares; 2025Q2: 55,810 shares; 2025Q3: 51,330 shares; 2025Q4: 101,846 shares; 2026Q1: 177,334 shares; 2026Q2: 90,553 shares 90,553 $4.14M 0.04% -86,781 Timeline DDFJ 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: 197,139 shares; 2026Q2: 208,114 shares 208,114 $4.11M 0.04% +10,975 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 2,988 shares; 2025Q3: 3,063 shares; 2025Q4: 3,076 shares; 2026Q1: 22,585 shares; 2026Q2: 289,283 shares 289,283 $4.09M 0.04% +266,698 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,882 shares; 2024Q4: 54,474 shares; 2025Q1: 51,236 shares; 2025Q2: 54,466 shares; 2025Q3: 78,194 shares; 2025Q4: 44,001 shares; 2026Q1: 42,559 shares; 2026Q2: 118,666 shares 118,666 $4.03M 0.04% +76,107 Timeline IBCA 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: 167,625 shares; 2026Q1: 182,981 shares; 2026Q2: 157,496 shares 157,496 $4.03M 0.04% -25,485 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,558 shares; 2024Q4: 195,761 shares; 2025Q1: 205,149 shares; 2025Q2: 217,558 shares; 2025Q3: 227,368 shares; 2025Q4: 211,196 shares; 2026Q1: 219,566 shares; 2026Q2: 193,491 shares 193,491 $4.03M 0.04% -26,075 Timeline CGSM 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: 30,687 shares; 2024Q4: 28,839 shares; 2025Q1: 29,843 shares; 2025Q2: 57,799 shares; 2025Q3: 125,791 shares; 2025Q4: 45,025 shares; 2026Q1: 149,961 shares; 2026Q2: 150,522 shares 150,522 $3.97M 0.04% +561 Timeline IBDZ 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: 152,472 shares; 2025Q1: 183,791 shares; 2025Q2: 174,169 shares; 2025Q3: 182,207 shares; 2025Q4: 169,217 shares; 2026Q1: 177,771 shares; 2026Q2: 152,066 shares 152,066 $3.96M 0.04% -25,705 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,717 shares; 2024Q4: 45,076 shares; 2025Q1: 3,097 shares; 2025Q2: 3,231 shares; 2025Q3: 45,757 shares; 2025Q4: 45,340 shares; 2026Q1: 46,631 shares; 2026Q2: 48,734 shares 48,734 $3.96M 0.04% +2,103 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: 428 shares; 2024Q4: 493 shares; 2025Q1: 119 shares; 2025Q2: 121 shares; 2025Q3: 682 shares; 2025Q4: 677 shares; 2026Q1: 722 shares; 2026Q2: 22,064 shares 22,064 $3.93M 0.04% +21,342 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,327 shares; 2024Q4: 158,174 shares; 2025Q1: 166,648 shares; 2025Q2: 176,136 shares; 2025Q3: 184,328 shares; 2025Q4: 171,093 shares; 2026Q1: 178,596 shares; 2026Q2: 152,729 shares 152,729 $3.93M 0.04% -25,867 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,977 shares 22,977 $3.93M 0.04% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,059 shares; 2024Q4: 64,297 shares; 2025Q1: 53,934 shares; 2025Q2: 50,681 shares; 2025Q3: 30,508 shares; 2025Q4: 30,283 shares; 2026Q1: 36,333 shares; 2026Q2: 39,104 shares 39,104 $3.92M 0.04% +2,771 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,096 shares; 2024Q4: 16,393 shares; 2025Q1: 22,126 shares; 2025Q2: 25,215 shares; 2025Q3: 20,643 shares; 2025Q4: 22,407 shares; 2026Q1: 43,157 shares; 2026Q2: 41,861 shares 41,861 $3.92M 0.04% -1,296 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,719 shares; 2024Q4: 51,675 shares; 2025Q1: 58,115 shares; 2025Q2: 61,606 shares; 2025Q3: 65,003 shares; 2025Q4: 63,097 shares; 2026Q1: 63,710 shares; 2026Q2: 78,289 shares 78,289 $3.91M 0.04% +14,579 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,124 shares; 2024Q4: 142,268 shares; 2025Q1: 107,743 shares; 2025Q2: 109,829 shares; 2025Q3: 114,395 shares; 2025Q4: 100,284 shares; 2026Q1: 100,123 shares; 2026Q2: 96,107 shares 96,107 $3.89M 0.04% -4,016 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,013 shares; 2024Q4: 10,164 shares; 2025Q1: 10,103 shares; 2025Q2: 9,200 shares; 2025Q3: 9,342 shares; 2025Q4: 8,327 shares; 2026Q1: 21,634 shares; 2026Q2: 23,783 shares 23,783 $3.89M 0.04% +2,149 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,686 shares; 2026Q1: 68,716 shares; 2026Q2: 69,582 shares 69,582 $3.87M 0.04% +866 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,218 shares; 2024Q4: 182,200 shares; 2025Q1: 190,484 shares; 2025Q2: 180,505 shares; 2025Q3: 188,681 shares; 2025Q4: 175,495 shares; 2026Q1: 177,791 shares; 2026Q2: 152,965 shares 152,965 $3.85M 0.04% -24,826 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,496 shares; 2024Q4: 15,322 shares; 2025Q1: 15,108 shares; 2025Q2: 15,834 shares; 2025Q3: 19,551 shares; 2025Q4: 11,955 shares; 2026Q1: 13,934 shares; 2026Q2: 19,960 shares 19,960 $3.8M 0.03% +6,026 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: 32,836 shares; 2024Q4: 25,641 shares; 2025Q1: 21,186 shares; 2025Q2: 15,817 shares; 2025Q3: 17,866 shares; 2025Q4: 19,731 shares; 2026Q1: 22,014 shares; 2026Q2: 26,873 shares 26,873 $3.75M 0.03% +4,859 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 7 shares; 2026Q2: 5 shares 5 $3.74M 0.03% -2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,711 shares; 2024Q4: 20,485 shares; 2025Q1: 19,777 shares; 2025Q2: 21,151 shares; 2025Q3: 24,480 shares; 2025Q4: 23,014 shares; 2026Q1: 32,362 shares; 2026Q2: 35,635 shares 35,635 $3.7M 0.03% +3,273 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,022 shares; 2025Q3: 114,055 shares; 2025Q4: 114,321 shares; 2026Q1: 117,571 shares; 2026Q2: 113,758 shares 113,758 $3.7M 0.03% -3,813 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 2,138 shares; 2025Q1: 3,040 shares; 2025Q2: 2,968 shares; 2025Q3: 3,460 shares; 2025Q4: 4,305 shares; 2026Q1: 4,393 shares; 2026Q2: 5,110 shares 5,110 $3.68M 0.03% +717 Timeline HYMB 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: 160,239 shares; 2024Q4: 166,842 shares; 2025Q1: 183,871 shares; 2025Q2: 107,694 shares; 2025Q3: 162,763 shares; 2025Q4: 201,155 shares; 2026Q1: 206,843 shares; 2026Q2: 144,023 shares 144,023 $3.66M 0.03% -62,820 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,181 shares; 2024Q4: 44,778 shares; 2025Q1: 40,864 shares; 2025Q2: 757,485 shares; 2025Q3: 739,235 shares; 2025Q4: 403,558 shares; 2026Q1: 104,580 shares; 2026Q2: 39,910 shares 39,910 $3.65M 0.03% -64,670 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,290 shares; 2024Q4: 18,830 shares; 2025Q1: 21,133 shares; 2025Q2: 24,551 shares; 2025Q3: 22,774 shares; 2025Q4: 23,010 shares; 2026Q1: 39,365 shares; 2026Q2: 44,004 shares 44,004 $3.65M 0.03% +4,639 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,380 shares; 2024Q4: 36,074 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,348 shares; 2025Q4: 38,294 shares; 2026Q1: 39,229 shares; 2026Q2: 40,275 shares 40,275 $3.62M 0.03% +1,046 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,097 shares; 2024Q4: 5,257 shares; 2025Q1: 3,471 shares; 2025Q2: 4,373 shares; 2025Q3: 5,379 shares; 2025Q4: 11,641 shares; 2026Q1: 13,711 shares; 2026Q2: 17,564 shares 17,564 $3.62M 0.03% +3,853 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: 56,362 shares; 2024Q4: 53,104 shares; 2025Q1: 103,632 shares; 2025Q2: 129,942 shares; 2025Q3: 85,166 shares; 2025Q4: 89,601 shares; 2026Q1: 90,882 shares; 2026Q2: 82,416 shares 82,416 $3.59M 0.03% -8,466 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,134 shares; 2025Q2: 62,019 shares; 2025Q3: 68,499 shares; 2025Q4: 75,166 shares; 2026Q1: 81,378 shares; 2026Q2: 86,645 shares 86,645 $3.56M 0.03% +5,267 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,250 shares; 2025Q1: not reported; 2025Q2: 13,363 shares; 2025Q3: 73,792 shares; 2025Q4: 76,661 shares; 2026Q1: 76,520 shares; 2026Q2: 78,099 shares 78,099 $3.52M 0.03% +1,579 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: 62,661 shares; 2024Q4: 48,506 shares; 2025Q1: 29,461 shares; 2025Q2: 13,547 shares; 2025Q3: 13,052 shares; 2025Q4: 27,222 shares; 2026Q1: 66,415 shares; 2026Q2: 79,693 shares 79,693 $3.51M 0.03% +13,278 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,920 shares; 2026Q2: 104,626 shares 104,626 $3.5M 0.03% +73,706 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: 5,365 shares; 2024Q4: 5,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,054 shares; 2025Q4: 12,115 shares; 2026Q1: 26,307 shares; 2026Q2: 31,861 shares 31,861 $3.49M 0.03% +5,554 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,628 shares; 2024Q4: 49,388 shares; 2025Q1: 43,566 shares; 2025Q2: 38,192 shares; 2025Q3: 34,823 shares; 2025Q4: 29,481 shares; 2026Q1: 25,681 shares; 2026Q2: 22,649 shares 22,649 $3.48M 0.03% -3,032 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: 4,345 shares; 2024Q4: 7,111 shares; 2025Q1: 9,012 shares; 2025Q2: 9,567 shares; 2025Q3: 10,674 shares; 2025Q4: 10,835 shares; 2026Q1: 10,786 shares; 2026Q2: 10,049 shares 10,049 $3.45M 0.03% -737 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,324 shares; 2024Q4: 29,550 shares; 2025Q1: 31,418 shares; 2025Q2: 36,076 shares; 2025Q3: 44,374 shares; 2025Q4: 33,741 shares; 2026Q1: 29,215 shares; 2026Q2: 16,140 shares 16,140 $3.44M 0.03% -13,075 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: 33,983 shares; 2024Q4: 80,139 shares; 2025Q1: 93,086 shares; 2025Q2: 106,542 shares; 2025Q3: 117,541 shares; 2025Q4: 128,059 shares; 2026Q1: 134,838 shares; 2026Q2: 140,504 shares 140,504 $3.39M 0.03% +5,666 Timeline ROBT 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: 69,125 shares; 2024Q4: 60,946 shares; 2025Q1: 48,644 shares; 2025Q2: 72,523 shares; 2025Q3: 77,650 shares; 2025Q4: 67,078 shares; 2026Q1: 61,774 shares; 2026Q2: 60,222 shares 60,222 $3.39M 0.03% -1,552 Timeline JIVE 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: 5,546 shares; 2025Q1: 5,719 shares; 2025Q2: 17,056 shares; 2025Q3: 27,145 shares; 2025Q4: 30,845 shares; 2026Q1: 36,265 shares; 2026Q2: 36,679 shares 36,679 $3.37M 0.03% +414 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,540 shares; 2024Q4: 13,520 shares; 2025Q1: 11,198 shares; 2025Q2: 11,699 shares; 2025Q3: 10,404 shares; 2025Q4: 10,350 shares; 2026Q1: 10,662 shares; 2026Q2: 11,733 shares 11,733 $3.35M 0.03% +1,071 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: 17,463 shares; 2024Q4: 18,298 shares; 2025Q1: 16,434 shares; 2025Q2: 16,718 shares; 2025Q3: 24,143 shares; 2025Q4: 27,482 shares; 2026Q1: 25,084 shares; 2026Q2: 28,281 shares 28,281 $3.33M 0.03% +3,197 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,491 shares; 2024Q4: 47,774 shares; 2025Q1: 39,474 shares; 2025Q2: 40,403 shares; 2025Q3: 43,393 shares; 2025Q4: 41,551 shares; 2026Q1: 24,991 shares; 2026Q2: 24,350 shares 24,350 $3.28M 0.03% -641 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: 56,133 shares; 2024Q4: 28,804 shares; 2025Q1: 57,562 shares; 2025Q2: 21,572 shares; 2025Q3: 76,859 shares; 2025Q4: 77,169 shares; 2026Q1: 35,819 shares; 2026Q2: 34,643 shares 34,643 $3.27M 0.03% -1,176 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: 57,459 shares; 2024Q4: 46,729 shares; 2025Q1: 37,021 shares; 2025Q2: 42,259 shares; 2025Q3: 42,157 shares; 2025Q4: 45,837 shares; 2026Q1: 55,287 shares; 2026Q2: 39,388 shares 39,388 $3.26M 0.03% -15,899 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,011 shares; 2024Q4: 134,628 shares; 2025Q1: 142,050 shares; 2025Q2: 146,373 shares; 2025Q3: 155,283 shares; 2025Q4: 156,529 shares; 2026Q1: 169,985 shares; 2026Q2: 181,293 shares 181,293 $3.24M 0.03% +11,308 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,382 shares; 2024Q4: 16,995 shares; 2025Q1: not reported; 2025Q2: 26,764 shares; 2025Q3: 29,238 shares; 2025Q4: 35,647 shares; 2026Q1: 46,826 shares; 2026Q2: 54,519 shares 54,519 $3.24M 0.03% +7,693 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: 72,248 shares; 2024Q4: 86,313 shares; 2025Q1: 90,107 shares; 2025Q2: 77,114 shares; 2025Q3: 77,178 shares; 2025Q4: 77,558 shares; 2026Q1: 78,183 shares; 2026Q2: 79,155 shares 79,155 $3.19M 0.03% +972 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,881 shares; 2024Q4: 7,199 shares; 2025Q1: 5,074 shares; 2025Q2: 9,416 shares; 2025Q3: 10,203 shares; 2025Q4: 11,166 shares; 2026Q1: 12,266 shares; 2026Q2: 12,834 shares 12,834 $3.19M 0.03% +568 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,658 shares; 2026Q1: 34,391 shares; 2026Q2: 47,856 shares 47,856 $3.17M 0.03% +13,465 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,460 shares; 2024Q4: 24,758 shares; 2025Q1: 24,350 shares; 2025Q2: 30,702 shares; 2025Q3: 32,853 shares; 2025Q4: 30,524 shares; 2026Q1: 25,111 shares; 2026Q2: 24,464 shares 24,464 $3.15M 0.03% -647 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: 152,051 shares; 2024Q4: 155,795 shares; 2025Q1: 153,097 shares; 2025Q2: 205,155 shares; 2025Q3: 199,032 shares; 2025Q4: 205,900 shares; 2026Q1: 214,275 shares; 2026Q2: 25,245 shares 25,245 $3.14M 0.03% -189,030 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,533 shares 41,533 $3.14M 0.03% new 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: 146,811 shares; 2024Q4: 150,525 shares; 2025Q1: 178,991 shares; 2025Q2: 39,847 shares; 2025Q3: 39,755 shares; 2025Q4: 35,058 shares; 2026Q1: 47,538 shares; 2026Q2: 29,005 shares 29,005 $3.12M 0.03% -18,533 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,059 shares; 2024Q4: 28,872 shares; 2025Q1: 38,141 shares; 2025Q2: 53,779 shares; 2025Q3: 65,131 shares; 2025Q4: 77,913 shares; 2026Q1: 82,334 shares; 2026Q2: 42,222 shares 42,222 $3.12M 0.03% -40,112 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,306 shares; 2024Q4: 10,405 shares; 2025Q1: 10,559 shares; 2025Q2: 11,376 shares; 2025Q3: 18,073 shares; 2025Q4: 19,327 shares; 2026Q1: 23,030 shares; 2026Q2: 21,367 shares 21,367 $3.09M 0.03% -1,663 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,720 shares; 2024Q4: 10,044 shares; 2025Q1: 11,275 shares; 2025Q2: 7,945 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,200 shares; 2026Q2: 58,155 shares 58,155 $3.06M 0.03% -8,045 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: not reported; 2024Q4: 26,026 shares; 2025Q1: not reported; 2025Q2: 12,599 shares; 2025Q3: 50,197 shares; 2025Q4: 42,320 shares; 2026Q1: 45,049 shares; 2026Q2: 56,945 shares 56,945 $3.04M 0.03% +11,896 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: 8,561 shares; 2024Q4: 8,543 shares; 2025Q1: 8,691 shares; 2025Q2: 8,934 shares; 2025Q3: 8,955 shares; 2025Q4: 13,898 shares; 2026Q1: 11,727 shares; 2026Q2: 10,282 shares 10,282 $3.01M 0.03% -1,445 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,466 shares; 2024Q4: 64,924 shares; 2025Q1: 20,456 shares; 2025Q2: 24,516 shares; 2025Q3: 28,144 shares; 2025Q4: 34,952 shares; 2026Q1: 37,644 shares; 2026Q2: 39,196 shares 39,196 $2.99M 0.03% +1,552 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,075 shares; 2024Q4: 15,024 shares; 2025Q1: 14,667 shares; 2025Q2: 13,118 shares; 2025Q3: 13,146 shares; 2025Q4: 14,320 shares; 2026Q1: 11,593 shares; 2026Q2: 11,855 shares 11,855 $2.99M 0.03% +262 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,784 shares; 2024Q4: 79,064 shares; 2025Q1: 89,768 shares; 2025Q2: 106,401 shares; 2025Q3: 108,503 shares; 2025Q4: 134,804 shares; 2026Q1: 60,732 shares; 2026Q2: 59,846 shares 59,846 $2.98M 0.03% -886 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,703 shares; 2024Q4: 45,062 shares; 2025Q1: 50,915 shares; 2025Q2: 57,760 shares; 2025Q3: 54,220 shares; 2025Q4: 54,636 shares; 2026Q1: 55,506 shares; 2026Q2: 54,488 shares 54,488 $2.97M 0.03% -1,018 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,706 shares; 2024Q4: 62,865 shares; 2025Q1: 33,247 shares; 2025Q2: 52,330 shares; 2025Q3: 86,049 shares; 2025Q4: 121,969 shares; 2026Q1: 145,175 shares; 2026Q2: 148,216 shares 148,216 $2.95M 0.03% +3,041 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: 6,224 shares; 2024Q4: 8,325 shares; 2025Q1: 12,300 shares; 2025Q2: 16,884 shares; 2025Q3: 27,023 shares; 2025Q4: 34,487 shares; 2026Q1: 43,161 shares; 2026Q2: 60,847 shares 60,847 $2.95M 0.03% +17,686 Timeline SLYV 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: 27,548 shares; 2024Q4: 31,768 shares; 2025Q1: 212,503 shares; 2025Q2: 33,400 shares; 2025Q3: 29,453 shares; 2025Q4: 28,350 shares; 2026Q1: 27,294 shares; 2026Q2: 26,972 shares 26,972 $2.94M 0.03% -322 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: 55,300 shares; 2024Q4: 53,422 shares; 2025Q1: 41,998 shares; 2025Q2: 44,845 shares; 2025Q3: 45,095 shares; 2025Q4: 43,734 shares; 2026Q1: 49,892 shares; 2026Q2: 46,289 shares 46,289 $2.91M 0.03% -3,603 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: 4,061 shares; 2024Q4: 4,955 shares; 2025Q1: 4,936 shares; 2025Q2: 4,635 shares; 2025Q3: 4,818 shares; 2025Q4: 5,266 shares; 2026Q1: 6,015 shares; 2026Q2: 5,712 shares 5,712 $2.91M 0.03% -303 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,302 shares; 2024Q4: 11,713 shares; 2025Q1: 11,788 shares; 2025Q2: 15,737 shares; 2025Q3: 18,178 shares; 2025Q4: 23,941 shares; 2026Q1: 24,267 shares; 2026Q2: 29,951 shares 29,951 $2.9M 0.03% +5,684 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,794 shares; 2024Q4: 27,872 shares; 2025Q1: 25,036 shares; 2025Q2: 25,900 shares; 2025Q3: 30,416 shares; 2025Q4: 27,662 shares; 2026Q1: 29,535 shares; 2026Q2: 26,688 shares 26,688 $2.88M 0.03% -2,847 Timeline SEA ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,837 shares; 2026Q2: 176,407 shares 176,407 $2.88M 0.03% +23,570 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,154 shares; 2026Q1: 135,963 shares; 2026Q2: 130,010 shares 130,010 $2.86M 0.03% -5,953 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 18,345 shares; 2025Q4: 20,634 shares; 2026Q1: 24,325 shares; 2026Q2: 45,808 shares 45,808 $2.86M 0.03% +21,483 Timeline PXJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,706 shares; 2026Q2: 72,593 shares 72,593 $2.8M 0.03% -1,113 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: 495,185 shares; 2024Q4: 514,998 shares; 2025Q1: 520,078 shares; 2025Q2: 69,656 shares; 2025Q3: 35,149 shares; 2025Q4: 18,174 shares; 2026Q1: 54,211 shares; 2026Q2: 48,024 shares 48,024 $2.79M 0.03% -6,187 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,041 shares; 2024Q4: 8,929 shares; 2025Q1: 8,879 shares; 2025Q2: 9,455 shares; 2025Q3: 9,637 shares; 2025Q4: 9,477 shares; 2026Q1: 9,698 shares; 2026Q2: 9,865 shares 9,865 $2.79M 0.03% +167 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,238 shares; 2024Q4: 12,936 shares; 2025Q1: 3,168 shares; 2025Q2: 4,585 shares; 2025Q3: 5,007 shares; 2025Q4: 5,838 shares; 2026Q1: 5,684 shares; 2026Q2: 5,633 shares 5,633 $2.79M 0.03% -51 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: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 2,704 shares; 2025Q3: 3,118 shares; 2025Q4: 4,819 shares; 2026Q1: 3,325 shares; 2026Q2: 23,324 shares 23,324 $2.79M 0.03% +19,999 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,122 shares; 2024Q4: 80,398 shares; 2025Q1: 85,470 shares; 2025Q2: 84,772 shares; 2025Q3: 82,530 shares; 2025Q4: 79,224 shares; 2026Q1: 84,884 shares; 2026Q2: 85,573 shares 85,573 $2.78M 0.03% +689 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: 493,307 shares; 2024Q4: 412,223 shares; 2025Q1: 38,928 shares; 2025Q2: 37,770 shares; 2025Q3: 499,275 shares; 2025Q4: 538,206 shares; 2026Q1: 982,165 shares; 2026Q2: 52,986 shares 52,986 $2.78M 0.03% -929,179 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,815 shares; 2024Q4: 35,988 shares; 2025Q1: 43,137 shares; 2025Q2: 44,839 shares; 2025Q3: 40,211 shares; 2025Q4: 38,118 shares; 2026Q1: 46,701 shares; 2026Q2: 47,907 shares 47,907 $2.78M 0.03% +1,206 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,227 shares; 2024Q4: 24,762 shares; 2025Q1: 25,769 shares; 2025Q2: 28,238 shares; 2025Q3: 29,379 shares; 2025Q4: 27,505 shares; 2026Q1: 29,635 shares; 2026Q2: 29,545 shares 29,545 $2.74M 0.02% -90 Timeline XLB 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: 36,551 shares; 2024Q4: 32,674 shares; 2025Q1: 18,651 shares; 2025Q2: 10,684 shares; 2025Q3: 14,907 shares; 2025Q4: 29,886 shares; 2026Q1: 32,996 shares; 2026Q2: 53,685 shares 53,685 $2.73M 0.02% +20,689 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,757 shares 27,757 $2.73M 0.02% new 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: 11,561 shares; 2024Q4: 12,073 shares; 2025Q1: 11,942 shares; 2025Q2: 12,480 shares; 2025Q3: 10,651 shares; 2025Q4: 15,230 shares; 2026Q1: 16,945 shares; 2026Q2: 19,448 shares 19,448 $2.72M 0.02% +2,503 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,759 shares 49,759 $2.71M 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,847 shares; 2024Q4: 47,495 shares; 2025Q1: 54,215 shares; 2025Q2: 8,168 shares; 2025Q3: 11,089 shares; 2025Q4: 14,455 shares; 2026Q1: 15,623 shares; 2026Q2: 16,532 shares 16,532 $2.69M 0.02% +909 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 868 shares; 2025Q1: 1,013 shares; 2025Q2: 1,209 shares; 2025Q3: 1,233 shares; 2025Q4: 1,363 shares; 2026Q1: 1,445 shares; 2026Q2: 1,378 shares 1,378 $2.69M 0.02% -67 Timeline EWY ISHARES INC More: the full row for ISHARES 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: 19,345 shares; 2026Q1: 23,660 shares; 2026Q2: 13,296 shares 13,296 $2.68M 0.02% -10,364 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,940 shares; 2024Q4: 10,771 shares; 2025Q1: 7,312 shares; 2025Q2: 5,828 shares; 2025Q3: 8,663 shares; 2025Q4: 13,537 shares; 2026Q1: 12,443 shares; 2026Q2: 17,364 shares 17,364 $2.68M 0.02% +4,921 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,838 shares; 2025Q2: 16,939 shares; 2025Q3: 21,232 shares; 2025Q4: 24,849 shares; 2026Q1: 51,540 shares; 2026Q2: 56,187 shares 56,187 $2.67M 0.02% +4,647 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 28,561 shares; 2026Q2: 29,348 shares 29,348 $2.66M 0.02% +787 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,007 shares; 2024Q4: 22,339 shares; 2025Q1: 19,020 shares; 2025Q2: 19,049 shares; 2025Q3: 22,448 shares; 2025Q4: 22,382 shares; 2026Q1: 21,816 shares; 2026Q2: 21,006 shares 21,006 $2.65M 0.02% -810 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,149 shares; 2026Q1: 96,773 shares; 2026Q2: 106,526 shares 106,526 $2.64M 0.02% +9,753 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: 5,486 shares; 2024Q4: 5,540 shares; 2025Q1: 5,182 shares; 2025Q2: 5,299 shares; 2025Q3: 5,332 shares; 2025Q4: 5,349 shares; 2026Q1: 5,674 shares; 2026Q2: 7,108 shares 7,108 $2.63M 0.02% +1,434 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: 17,193 shares; 2024Q4: 16,740 shares; 2025Q1: 19,832 shares; 2025Q2: 28,161 shares; 2025Q3: 26,603 shares; 2025Q4: 26,581 shares; 2026Q1: 58,109 shares; 2026Q2: 61,602 shares 61,602 $2.63M 0.02% +3,493 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,802 shares; 2024Q4: 57,767 shares; 2025Q1: 68,890 shares; 2025Q2: 70,946 shares; 2025Q3: 73,246 shares; 2025Q4: 3,646 shares; 2026Q1: 7,745 shares; 2026Q2: 12,160 shares 12,160 $2.61M 0.02% +4,415 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,051 shares; 2024Q4: 84,460 shares; 2025Q1: 78,751 shares; 2025Q2: 100,512 shares; 2025Q3: 144,964 shares; 2025Q4: 184,148 shares; 2026Q1: 231,106 shares; 2026Q2: 280,008 shares 280,008 $2.61M 0.02% +48,902 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 16,134 shares; 2026Q1: 40,277 shares; 2026Q2: 54,341 shares 54,341 $2.61M 0.02% +14,064 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,733 shares; 2026Q2: 97,250 shares 97,250 $2.59M 0.02% +59,517 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,806 shares; 2025Q2: 8,063 shares; 2025Q3: 9,100 shares; 2025Q4: 9,030 shares; 2026Q1: 8,978 shares; 2026Q2: 15,956 shares 15,956 $2.59M 0.02% +6,978 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,633 shares; 2025Q3: 34,592 shares; 2025Q4: 37,860 shares; 2026Q1: 45,790 shares; 2026Q2: 48,968 shares 48,968 $2.58M 0.02% +3,178 Timeline