IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,031,242 shares; 2024Q4: 2,092,010 shares; 2025Q1: 2,166,906 shares; 2025Q2: 1,851,613 shares; 2025Q3: 3,909,105 shares; 2025Q4: 4,046,475 shares; 2026Q1: 4,260,894 shares; 2026Q2: 4,755,509 shares 4,755,509 $3.56B 3.24% +494,615 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191,490 shares; 2024Q4: 5,236,230 shares; 2025Q1: 5,424,593 shares; 2025Q2: 5,431,665 shares; 2025Q3: 6,744,633 shares; 2025Q4: 6,939,491 shares; 2026Q1: 7,051,511 shares; 2026Q2: 7,346,095 shares 7,346,095 $2.13B 1.94% +294,584 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: 6,817,554 shares; 2024Q4: 6,893,466 shares; 2025Q1: 7,282,641 shares; 2025Q2: 7,483,263 shares; 2025Q3: 9,312,600 shares; 2025Q4: 9,594,693 shares; 2026Q1: 9,618,546 shares; 2026Q2: 9,867,279 shares 9,867,279 $1.97B 1.8% +248,733 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: 2,253,375 shares; 2024Q4: 2,336,240 shares; 2025Q1: 2,452,043 shares; 2025Q2: 3,136,589 shares; 2025Q3: 7,337,305 shares; 2025Q4: 7,443,431 shares; 2026Q1: 7,740,408 shares; 2026Q2: 7,986,168 shares 7,986,168 $1.74B 1.59% +245,760 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: not reported; 2024Q4: not reported; 2025Q1: 1,679,896 shares; 2025Q2: 1,697,267 shares; 2025Q3: 2,209,345 shares; 2025Q4: 2,227,778 shares; 2026Q1: 2,262,665 shares; 2026Q2: 2,264,534 shares 2,264,534 $1.67B 1.52% +1,869 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: 5,431,108 shares; 2024Q4: 4,833,421 shares; 2025Q1: 5,221,839 shares; 2025Q2: 5,269,552 shares; 2025Q3: 15,139,297 shares; 2025Q4: 15,428,160 shares; 2026Q1: 15,252,353 shares; 2026Q2: 15,483,118 shares 15,483,118 $1.53B 1.4% +230,765 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: 1,270,617 shares; 2024Q4: 1,345,391 shares; 2025Q1: 1,454,612 shares; 2025Q2: 1,565,406 shares; 2025Q3: 1,848,288 shares; 2025Q4: 1,938,813 shares; 2026Q1: 2,000,963 shares; 2026Q2: 2,217,564 shares 2,217,564 $1.52B 1.39% +216,601 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: 1,302,402 shares; 2024Q4: 1,304,440 shares; 2025Q1: 1,324,487 shares; 2025Q2: 1,328,616 shares; 2025Q3: 1,762,445 shares; 2025Q4: 1,831,243 shares; 2026Q1: 1,811,359 shares; 2026Q2: 1,868,568 shares 1,868,568 $1.4B 1.27% +57,209 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: 2,221,186 shares; 2024Q4: 2,221,546 shares; 2025Q1: 2,310,153 shares; 2025Q2: 2,900,529 shares; 2025Q3: 3,228,973 shares; 2025Q4: 3,252,250 shares; 2026Q1: 3,364,602 shares; 2026Q2: 3,511,558 shares 3,511,558 $1.3B 1.18% +146,956 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: 1,058,399 shares; 2024Q4: 1,052,650 shares; 2025Q1: 1,119,907 shares; 2025Q2: 1,326,314 shares; 2025Q3: 2,075,549 shares; 2025Q4: 2,124,059 shares; 2026Q1: 2,298,549 shares; 2026Q2: 14,652,011 shares 14,652,011 $1.26B 1.15% +12,353,462 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,180 shares; 2024Q4: 537,206 shares; 2025Q1: 617,317 shares; 2025Q2: 661,079 shares; 2025Q3: 10,529,371 shares; 2025Q4: 10,211,465 shares; 2026Q1: 9,492,332 shares; 2026Q2: 9,549,145 shares 9,549,145 $1.22B 1.11% +56,813 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: 1,944,862 shares; 2024Q4: 1,979,211 shares; 2025Q1: 2,067,873 shares; 2025Q2: 2,130,108 shares; 2025Q3: 2,647,151 shares; 2025Q4: 2,754,317 shares; 2026Q1: 2,878,640 shares; 2026Q2: 3,036,653 shares 3,036,653 $1.13B 1.03% +158,013 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,393,556 shares; 2024Q4: 3,428,071 shares; 2025Q1: 3,718,385 shares; 2025Q2: 3,965,168 shares; 2025Q3: 10,497,193 shares; 2025Q4: 10,758,681 shares; 2026Q1: 11,479,180 shares; 2026Q2: 11,556,893 shares 11,556,893 $1.12B 1.02% +77,713 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: 2,886,984 shares; 2024Q4: 2,954,340 shares; 2025Q1: 3,112,444 shares; 2025Q2: 3,237,836 shares; 2025Q3: 4,065,550 shares; 2025Q4: 4,328,708 shares; 2026Q1: 4,469,661 shares; 2026Q2: 4,652,594 shares 4,652,594 $1.11B 1.01% +182,933 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: 5,938,231 shares; 2024Q4: 8,447,056 shares; 2025Q1: 10,119,747 shares; 2025Q2: 11,850,016 shares; 2025Q3: 14,316,566 shares; 2025Q4: 16,399,426 shares; 2026Q1: 18,359,294 shares; 2026Q2: 18,275,976 shares 18,275,976 $901M 0.82% -83,318 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: 1,431,371 shares; 2024Q4: 1,464,173 shares; 2025Q1: 1,578,549 shares; 2025Q2: 1,662,406 shares; 2025Q3: 2,094,690 shares; 2025Q4: 2,161,343 shares; 2026Q1: 2,170,893 shares; 2026Q2: 2,274,509 shares 2,274,509 $813M 0.74% +103,616 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: 1,855,458 shares; 2024Q4: 6,068,690 shares; 2025Q1: 6,818,561 shares; 2025Q2: 7,104,121 shares; 2025Q3: 35,015,919 shares; 2025Q4: 34,606,028 shares; 2026Q1: 24,184,523 shares; 2026Q2: 25,487,103 shares 25,487,103 $808M 0.74% +1,302,580 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270,464 shares; 2024Q4: 1,264,703 shares; 2025Q1: 1,255,951 shares; 2025Q2: 1,273,366 shares; 2025Q3: 1,559,245 shares; 2025Q4: 1,563,061 shares; 2026Q1: 1,569,465 shares; 2026Q2: 6,240,599 shares 6,240,599 $775M 0.71% +4,671,134 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029,123 shares; 2024Q4: 1,131,917 shares; 2025Q1: 1,236,817 shares; 2025Q2: 1,458,502 shares; 2025Q3: 1,820,917 shares; 2025Q4: 2,096,928 shares; 2026Q1: 2,217,040 shares; 2026Q2: 2,385,588 shares 2,385,588 $723M 0.66% +168,548 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465,294 shares; 2024Q4: 1,631,317 shares; 2025Q1: 1,960,044 shares; 2025Q2: 2,112,895 shares; 2025Q3: 2,782,870 shares; 2025Q4: 3,409,979 shares; 2026Q1: 3,295,130 shares; 2026Q2: 3,065,888 shares 3,065,888 $696M 0.63% -229,242 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: 3,178,543 shares; 2024Q4: 3,212,404 shares; 2025Q1: 3,465,787 shares; 2025Q2: 3,285,356 shares; 2025Q3: 4,362,568 shares; 2025Q4: 4,509,307 shares; 2026Q1: 4,754,617 shares; 2026Q2: 4,789,797 shares 4,789,797 $659M 0.6% +35,180 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: 1,843,785 shares; 2024Q4: 7,304,069 shares; 2025Q1: 9,339,176 shares; 2025Q2: 9,269,786 shares; 2025Q3: 15,387,321 shares; 2025Q4: 16,960,267 shares; 2026Q1: 17,955,640 shares; 2026Q2: 19,036,117 shares 19,036,117 $644M 0.59% +1,080,477 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: 2,765,439 shares; 2024Q4: 3,216,602 shares; 2025Q1: 3,955,583 shares; 2025Q2: 5,232,417 shares; 2025Q3: 8,234,863 shares; 2025Q4: 9,358,810 shares; 2026Q1: 8,765,443 shares; 2026Q2: 7,574,258 shares 7,574,258 $627M 0.57% -1,191,185 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: 1,072,099 shares; 2024Q4: 1,050,236 shares; 2025Q1: 1,106,256 shares; 2025Q2: 1,171,952 shares; 2025Q3: 1,459,223 shares; 2025Q4: 1,495,875 shares; 2026Q1: 1,571,853 shares; 2026Q2: 1,653,411 shares 1,653,411 $625M 0.57% +81,558 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,772,307 shares; 2024Q4: 10,437,128 shares; 2025Q1: 9,477,823 shares; 2025Q2: 8,706,738 shares; 2025Q3: 9,083,587 shares; 2025Q4: 9,522,893 shares; 2026Q1: 10,043,013 shares; 2026Q2: 13,337,519 shares 13,337,519 $616M 0.56% +3,294,506 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: 4,582,887 shares; 2024Q4: 4,756,979 shares; 2025Q1: 5,468,858 shares; 2025Q2: 5,797,391 shares; 2025Q3: 7,300,257 shares; 2025Q4: 7,684,136 shares; 2026Q1: 7,762,066 shares; 2026Q2: 8,149,716 shares 8,149,716 $581M 0.53% +387,650 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,082,120 shares; 2024Q4: 4,945,442 shares; 2025Q1: 5,203,234 shares; 2025Q2: 6,577,072 shares; 2025Q3: 6,534,152 shares; 2025Q4: 6,538,784 shares; 2026Q1: 6,609,737 shares; 2026Q2: 6,789,217 shares 6,789,217 $580M 0.53% +179,480 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: 992,171 shares; 2024Q4: 997,791 shares; 2025Q1: 1,015,404 shares; 2025Q2: 1,036,455 shares; 2025Q3: 1,391,434 shares; 2025Q4: 1,472,415 shares; 2026Q1: 1,525,538 shares; 2026Q2: 1,635,199 shares 1,635,199 $578M 0.53% +109,661 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: 3,686,339 shares; 2024Q4: 4,057,687 shares; 2025Q1: 5,123,558 shares; 2025Q2: 5,086,623 shares; 2025Q3: 7,125,414 shares; 2025Q4: 7,812,309 shares; 2026Q1: 7,448,937 shares; 2026Q2: 7,874,124 shares 7,874,124 $536M 0.49% +425,187 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: 693,406 shares; 2024Q4: 738,671 shares; 2025Q1: 709,872 shares; 2025Q2: 710,230 shares; 2025Q3: 1,672,712 shares; 2025Q4: 1,724,480 shares; 2026Q1: 1,758,333 shares; 2026Q2: 1,776,101 shares 1,776,101 $534M 0.49% +17,768 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: 5,078,334 shares; 2024Q4: 5,479,052 shares; 2025Q1: 5,916,021 shares; 2025Q2: 6,035,784 shares; 2025Q3: 7,407,018 shares; 2025Q4: 7,691,585 shares; 2026Q1: 7,625,939 shares; 2026Q2: 7,165,064 shares 7,165,064 $526M 0.48% -460,875 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: 229,593 shares; 2024Q4: 232,234 shares; 2025Q1: 237,968 shares; 2025Q2: 258,505 shares; 2025Q3: 325,055 shares; 2025Q4: 338,933 shares; 2026Q1: 385,997 shares; 2026Q2: 449,684 shares 449,684 $519M 0.47% +63,687 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: 8,292,636 shares; 2024Q4: 10,246,461 shares; 2025Q1: 10,361,970 shares; 2025Q2: 11,005,421 shares; 2025Q3: 12,188,582 shares; 2025Q4: 12,860,043 shares; 2026Q1: 13,458,771 shares; 2026Q2: 14,067,678 shares 14,067,678 $514M 0.47% +608,907 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: 795,571 shares; 2024Q4: 789,488 shares; 2025Q1: 723,353 shares; 2025Q2: 784,817 shares; 2025Q3: 894,962 shares; 2025Q4: 864,859 shares; 2026Q1: 899,004 shares; 2026Q2: 883,200 shares 883,200 $513M 0.47% -15,804 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: 638,496 shares; 2024Q4: 639,515 shares; 2025Q1: 690,794 shares; 2025Q2: 706,616 shares; 2025Q3: 909,355 shares; 2025Q4: 939,826 shares; 2026Q1: 975,250 shares; 2026Q2: 1,013,879 shares 1,013,879 $507M 0.46% +38,629 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: 3,871,896 shares; 2024Q4: 4,274,297 shares; 2025Q1: 4,949,248 shares; 2025Q2: 6,196,806 shares; 2025Q3: 7,640,758 shares; 2025Q4: 8,207,815 shares; 2026Q1: 9,800,927 shares; 2026Q2: 10,594,267 shares 10,594,267 $500M 0.46% +793,340 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: 881,974 shares; 2024Q4: 898,632 shares; 2025Q1: 969,361 shares; 2025Q2: 1,012,216 shares; 2025Q3: 1,350,344 shares; 2025Q4: 1,393,065 shares; 2026Q1: 1,417,978 shares; 2026Q2: 1,479,664 shares 1,479,664 $484M 0.44% +61,686 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553,269 shares; 2024Q4: 2,310,623 shares; 2025Q1: 2,794,248 shares; 2025Q2: 3,552,531 shares; 2025Q3: 5,369,344 shares; 2025Q4: 6,853,915 shares; 2026Q1: 8,337,155 shares; 2026Q2: 9,411,298 shares 9,411,298 $480M 0.44% +1,074,143 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: 2,373,705 shares; 2024Q4: 2,664,733 shares; 2025Q1: 2,819,716 shares; 2025Q2: 4,135,132 shares; 2025Q3: 4,215,363 shares; 2025Q4: 4,431,269 shares; 2026Q1: 4,862,925 shares; 2026Q2: 5,223,357 shares 5,223,357 $459M 0.42% +360,432 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: 755,537 shares; 2024Q4: 762,556 shares; 2025Q1: 796,005 shares; 2025Q2: 941,545 shares; 2025Q3: 1,221,342 shares; 2025Q4: 1,279,135 shares; 2026Q1: 1,384,756 shares; 2026Q2: 5,696,979 shares 5,696,979 $459M 0.42% +4,312,223 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: 440,636 shares; 2024Q4: 470,935 shares; 2025Q1: 509,947 shares; 2025Q2: 536,647 shares; 2025Q3: 685,764 shares; 2025Q4: 743,764 shares; 2026Q1: 761,399 shares; 2026Q2: 801,693 shares 801,693 $452M 0.41% +40,294 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: 1,586,530 shares; 2024Q4: 1,546,608 shares; 2025Q1: 1,622,745 shares; 2025Q2: 1,809,762 shares; 2025Q3: 2,488,088 shares; 2025Q4: 2,645,151 shares; 2026Q1: 2,699,936 shares; 2026Q2: 2,823,051 shares 2,823,051 $446M 0.41% +123,115 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: 226,792 shares; 2024Q4: 232,598 shares; 2025Q1: 246,287 shares; 2025Q2: 253,839 shares; 2025Q3: 310,963 shares; 2025Q4: 329,781 shares; 2026Q1: 345,970 shares; 2026Q2: 366,026 shares 366,026 $439M 0.4% +20,056 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: 551,441 shares; 2024Q4: 584,822 shares; 2025Q1: 647,805 shares; 2025Q2: 691,667 shares; 2025Q3: 877,478 shares; 2025Q4: 924,947 shares; 2026Q1: 959,446 shares; 2026Q2: 1,008,225 shares 1,008,225 $424M 0.39% +48,779 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: 1,793,109 shares; 2024Q4: 1,867,475 shares; 2025Q1: 1,989,115 shares; 2025Q2: 1,855,611 shares; 2025Q3: 2,663,919 shares; 2025Q4: 2,847,846 shares; 2026Q1: 2,889,255 shares; 2026Q2: 2,811,720 shares 2,811,720 $417M 0.38% -77,535 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: 3,849,147 shares; 2024Q4: 3,624,250 shares; 2025Q1: 3,865,420 shares; 2025Q2: 3,694,868 shares; 2025Q3: 5,160,433 shares; 2025Q4: 5,530,763 shares; 2026Q1: 6,083,774 shares; 2026Q2: 6,909,528 shares 6,909,528 $390M 0.36% +825,754 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: 2,140,048 shares; 2024Q4: 2,793,283 shares; 2025Q1: 2,229,013 shares; 2025Q2: 2,702,340 shares; 2025Q3: 3,195,915 shares; 2025Q4: 3,098,659 shares; 2026Q1: 3,077,881 shares; 2026Q2: 3,263,810 shares 3,263,810 $388M 0.35% +185,929 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: 1,494,392 shares; 2024Q4: 1,623,043 shares; 2025Q1: 1,608,091 shares; 2025Q2: 1,621,081 shares; 2025Q3: 2,610,858 shares; 2025Q4: 2,794,564 shares; 2026Q1: 3,210,936 shares; 2026Q2: 3,581,966 shares 3,581,966 $385M 0.35% +371,030 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: 492,136 shares; 2024Q4: 527,240 shares; 2025Q1: 587,258 shares; 2025Q2: 657,402 shares; 2025Q3: 1,106,771 shares; 2025Q4: 1,168,300 shares; 2026Q1: 1,230,968 shares; 2026Q2: 1,267,408 shares 1,267,408 $384M 0.35% +36,440 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: 2,269,963 shares; 2024Q4: 2,782,125 shares; 2025Q1: 3,218,957 shares; 2025Q2: 5,855,934 shares; 2025Q3: 7,049,934 shares; 2025Q4: 7,734,465 shares; 2026Q1: 8,296,479 shares; 2026Q2: 8,838,361 shares 8,838,361 $374M 0.34% +541,882 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: 458,816 shares; 2024Q4: 494,728 shares; 2025Q1: 516,186 shares; 2025Q2: 554,607 shares; 2025Q3: 716,021 shares; 2025Q4: 728,701 shares; 2026Q1: 732,609 shares; 2026Q2: 754,685 shares 754,685 $360M 0.33% +22,076 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: 3,121,943 shares; 2024Q4: 3,447,137 shares; 2025Q1: 5,003,154 shares; 2025Q2: 5,276,231 shares; 2025Q3: 7,264,277 shares; 2025Q4: 7,715,939 shares; 2026Q1: 7,943,362 shares; 2026Q2: 8,255,130 shares 8,255,130 $356M 0.32% +311,768 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: 2,518,932 shares; 2024Q4: 2,460,298 shares; 2025Q1: 2,697,319 shares; 2025Q2: 2,795,239 shares; 2025Q3: 3,500,974 shares; 2025Q4: 3,744,525 shares; 2026Q1: 4,044,145 shares; 2026Q2: 4,350,617 shares 4,350,617 $353M 0.32% +306,472 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: 765,901 shares; 2024Q4: 775,594 shares; 2025Q1: 798,241 shares; 2025Q2: 777,886 shares; 2025Q3: 827,855 shares; 2025Q4: 1,789,348 shares; 2026Q1: 1,826,990 shares; 2026Q2: 1,842,269 shares 1,842,269 $351M 0.32% +15,279 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,784 shares; 2024Q4: 371,976 shares; 2025Q1: 389,916 shares; 2025Q2: 405,109 shares; 2025Q3: 477,115 shares; 2025Q4: 494,813 shares; 2026Q1: 511,623 shares; 2026Q2: 522,174 shares 522,174 $342M 0.31% +10,551 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: 4,575,334 shares; 2024Q4: 4,611,597 shares; 2025Q1: 4,821,379 shares; 2025Q2: 4,666,007 shares; 2025Q3: 6,085,327 shares; 2025Q4: 5,758,501 shares; 2026Q1: 5,612,900 shares; 2026Q2: 5,403,084 shares 5,403,084 $336M 0.31% -209,816 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: 1,268,915 shares; 2024Q4: 1,315,384 shares; 2025Q1: 1,464,199 shares; 2025Q2: 1,513,569 shares; 2025Q3: 2,261,670 shares; 2025Q4: 2,360,306 shares; 2026Q1: 2,381,079 shares; 2026Q2: 2,444,155 shares 2,444,155 $334M 0.3% +63,076 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: 231,337 shares; 2024Q4: 226,113 shares; 2025Q1: 261,864 shares; 2025Q2: 274,197 shares; 2025Q3: 345,889 shares; 2025Q4: 336,406 shares; 2026Q1: 335,560 shares; 2026Q2: 2,787,472 shares 2,787,472 $333M 0.3% +2,451,912 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808,771 shares; 2024Q4: 2,804,806 shares; 2025Q1: 3,061,841 shares; 2025Q2: 2,311,058 shares; 2025Q3: 4,066,710 shares; 2025Q4: 5,870,299 shares; 2026Q1: 6,801,133 shares; 2026Q2: 7,296,054 shares 7,296,054 $332M 0.3% +494,921 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: 1,734,112 shares; 2024Q4: 1,856,878 shares; 2025Q1: 1,964,468 shares; 2025Q2: 2,016,616 shares; 2025Q3: 2,671,511 shares; 2025Q4: 2,787,717 shares; 2026Q1: 2,815,570 shares; 2026Q2: 2,901,700 shares 2,901,700 $329M 0.3% +86,130 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: 237,994 shares; 2024Q4: 233,524 shares; 2025Q1: 235,195 shares; 2025Q2: 232,978 shares; 2025Q3: 275,422 shares; 2025Q4: 287,922 shares; 2026Q1: 295,811 shares; 2026Q2: 292,059 shares 292,059 $311M 0.28% -3,752 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: 832,126 shares; 2024Q4: 847,817 shares; 2025Q1: 869,891 shares; 2025Q2: 999,945 shares; 2025Q3: 1,216,583 shares; 2025Q4: 1,175,067 shares; 2026Q1: 1,173,338 shares; 2026Q2: 1,285,097 shares 1,285,097 $304M 0.28% +111,759 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: 683,151 shares; 2024Q4: 714,291 shares; 2025Q1: 821,760 shares; 2025Q2: 770,634 shares; 2025Q3: 907,793 shares; 2025Q4: 889,510 shares; 2026Q1: 852,019 shares; 2026Q2: 825,188 shares 825,188 $304M 0.28% -26,831 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103,619 shares; 2024Q4: 1,231,116 shares; 2025Q1: 1,181,842 shares; 2025Q2: 1,142,010 shares; 2025Q3: 1,311,920 shares; 2025Q4: 1,295,575 shares; 2026Q1: 1,229,673 shares; 2026Q2: 1,245,656 shares 1,245,656 $302M 0.28% +15,983 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: 2,687,075 shares; 2024Q4: 2,854,225 shares; 2025Q1: 3,213,660 shares; 2025Q2: 3,426,755 shares; 2025Q3: 4,580,750 shares; 2025Q4: 4,798,002 shares; 2026Q1: 4,809,582 shares; 2026Q2: 5,010,389 shares 5,010,389 $299M 0.27% +200,807 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: 2,900,829 shares; 2024Q4: 3,031,501 shares; 2025Q1: 3,459,140 shares; 2025Q2: 3,935,057 shares; 2025Q3: 4,354,450 shares; 2025Q4: 4,781,181 shares; 2026Q1: 5,552,525 shares; 2026Q2: 5,899,743 shares 5,899,743 $298M 0.27% +347,218 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620,306 shares; 2024Q4: 665,614 shares; 2025Q1: 922,942 shares; 2025Q2: 1,772,283 shares; 2025Q3: 2,532,764 shares; 2025Q4: 2,809,719 shares; 2026Q1: 3,109,957 shares; 2026Q2: 3,295,103 shares 3,295,103 $293M 0.27% +185,146 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496,365 shares; 2024Q4: 1,781,913 shares; 2025Q1: 1,252,419 shares; 2025Q2: 1,315,205 shares; 2025Q3: 991,983 shares; 2025Q4: 980,611 shares; 2026Q1: 2,208,206 shares; 2026Q2: 2,355,345 shares 2,355,345 $293M 0.27% +147,139 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: 635,026 shares; 2024Q4: 650,087 shares; 2025Q1: 718,232 shares; 2025Q2: 880,807 shares; 2025Q3: 1,070,900 shares; 2025Q4: 1,133,246 shares; 2026Q1: 1,164,853 shares; 2026Q2: 1,201,689 shares 1,201,689 $292M 0.27% +36,836 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: 633,498 shares; 2024Q4: 646,948 shares; 2025Q1: 665,644 shares; 2025Q2: 685,034 shares; 2025Q3: 843,082 shares; 2025Q4: 848,948 shares; 2026Q1: 834,891 shares; 2026Q2: 847,478 shares 847,478 $291M 0.26% +12,587 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: 1,064,160 shares; 2024Q4: 821,905 shares; 2025Q1: 1,065,813 shares; 2025Q2: 1,254,567 shares; 2025Q3: 2,259,976 shares; 2025Q4: 3,023,709 shares; 2026Q1: 4,739,085 shares; 2026Q2: 5,839,077 shares 5,839,077 $289M 0.26% +1,099,992 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: 3,888,939 shares; 2024Q4: 3,831,568 shares; 2025Q1: 4,231,180 shares; 2025Q2: 4,514,193 shares; 2025Q3: 5,004,948 shares; 2025Q4: 5,341,499 shares; 2026Q1: 5,646,589 shares; 2026Q2: 5,925,087 shares 5,925,087 $287M 0.26% +278,498 Timeline JBND 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: 81,968 shares; 2024Q4: 139,625 shares; 2025Q1: 1,038,526 shares; 2025Q2: 1,700,150 shares; 2025Q3: 2,221,604 shares; 2025Q4: 3,013,673 shares; 2026Q1: 3,834,235 shares; 2026Q2: 5,328,568 shares 5,328,568 $285M 0.26% +1,494,333 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: 2,666,006 shares; 2024Q4: 3,063,731 shares; 2025Q1: 3,843,349 shares; 2025Q2: 4,826,699 shares; 2025Q3: 5,522,630 shares; 2025Q4: 5,940,417 shares; 2026Q1: 6,314,257 shares; 2026Q2: 6,388,312 shares 6,388,312 $284M 0.26% +74,055 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: 2,512,689 shares; 2024Q4: 2,568,719 shares; 2025Q1: 2,666,377 shares; 2025Q2: 2,574,014 shares; 2025Q3: 3,401,972 shares; 2025Q4: 3,631,061 shares; 2026Q1: 3,532,959 shares; 2026Q2: 3,615,909 shares 3,615,909 $279M 0.25% +82,950 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: 644,526 shares; 2024Q4: 655,985 shares; 2025Q1: 708,973 shares; 2025Q2: 714,423 shares; 2025Q3: 955,838 shares; 2025Q4: 1,023,956 shares; 2026Q1: 1,034,600 shares; 2026Q2: 1,094,399 shares 1,094,399 $278M 0.25% +59,799 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: 871,685 shares; 2025Q3: 3,821,088 shares; 2025Q4: 4,303,094 shares; 2026Q1: 4,800,643 shares; 2026Q2: 5,116,022 shares 5,116,022 $270M 0.25% +315,379 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: 2,121,352 shares; 2024Q4: 2,001,793 shares; 2025Q1: 2,034,679 shares; 2025Q2: 2,258,921 shares; 2025Q3: 2,583,454 shares; 2025Q4: 3,096,053 shares; 2026Q1: 3,324,499 shares; 2026Q2: 3,502,126 shares 3,502,126 $265M 0.24% +177,627 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: 2,045,927 shares; 2024Q4: 2,388,241 shares; 2025Q1: 2,494,101 shares; 2025Q2: 2,448,828 shares; 2025Q3: 2,658,234 shares; 2025Q4: 2,861,381 shares; 2026Q1: 4,348,951 shares; 2026Q2: 2,856,988 shares 2,856,988 $262M 0.24% -1,491,963 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: 115,751 shares; 2024Q4: 616,435 shares; 2025Q1: 490,726 shares; 2025Q2: 546,873 shares; 2025Q3: 1,124,745 shares; 2025Q4: 1,251,835 shares; 2026Q1: 1,367,490 shares; 2026Q2: 1,510,414 shares 1,510,414 $257M 0.23% +142,924 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: 2,891,977 shares; 2024Q4: 2,867,634 shares; 2025Q1: 3,245,011 shares; 2025Q2: 3,709,949 shares; 2025Q3: 4,107,926 shares; 2025Q4: 3,975,800 shares; 2026Q1: 4,205,952 shares; 2026Q2: 4,186,310 shares 4,186,310 $254M 0.23% -19,642 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,965,250 shares; 2024Q4: 2,105,625 shares; 2025Q1: 2,258,212 shares; 2025Q2: 1,954,303 shares; 2025Q3: 2,449,019 shares; 2025Q4: 2,450,812 shares; 2026Q1: 2,589,945 shares; 2026Q2: 2,640,256 shares 2,640,256 $252M 0.23% +50,311 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: 534,913 shares; 2024Q4: 707,158 shares; 2025Q1: 1,007,738 shares; 2025Q2: 772,732 shares; 2025Q3: 1,065,809 shares; 2025Q4: 1,043,865 shares; 2026Q1: 1,233,014 shares; 2026Q2: 1,181,458 shares 1,181,458 $251M 0.23% -51,556 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: 613,425 shares; 2024Q4: 623,679 shares; 2025Q1: 652,525 shares; 2025Q2: 681,311 shares; 2025Q3: 925,350 shares; 2025Q4: 949,572 shares; 2026Q1: 965,429 shares; 2026Q2: 990,692 shares 990,692 $249M 0.23% +25,263 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,811,428 shares; 2024Q4: 3,895,842 shares; 2025Q1: 3,621,887 shares; 2025Q2: 3,914,799 shares; 2025Q3: 3,701,489 shares; 2025Q4: 4,140,113 shares; 2026Q1: 10,135,363 shares; 2026Q2: 10,888,991 shares 10,888,991 $248M 0.23% +753,628 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213,242 shares; 2024Q4: 1,198,319 shares; 2025Q1: 1,271,933 shares; 2025Q2: 1,208,803 shares; 2025Q3: 2,035,927 shares; 2025Q4: 2,084,736 shares; 2026Q1: 2,362,887 shares; 2026Q2: 2,439,239 shares 2,439,239 $235M 0.21% +76,352 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194,643 shares; 2024Q4: 1,052,246 shares; 2025Q1: 1,134,722 shares; 2025Q2: 1,136,486 shares; 2025Q3: 2,175,090 shares; 2025Q4: 2,256,436 shares; 2026Q1: 2,133,527 shares; 2026Q2: 2,128,236 shares 2,128,236 $235M 0.21% -5,291 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: 2,257,829 shares; 2024Q4: 2,525,270 shares; 2025Q1: 3,050,964 shares; 2025Q2: 3,669,541 shares; 2025Q3: 3,998,491 shares; 2025Q4: 4,450,801 shares; 2026Q1: 4,443,240 shares; 2026Q2: 4,713,571 shares 4,713,571 $234M 0.21% +270,331 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,163 shares; 2024Q4: 161,563 shares; 2025Q1: 177,910 shares; 2025Q2: 196,685 shares; 2025Q3: 247,285 shares; 2025Q4: 239,548 shares; 2026Q1: 241,260 shares; 2026Q2: 244,761 shares 244,761 $229M 0.21% +3,501 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: 825,903 shares; 2024Q4: 978,906 shares; 2025Q1: 1,181,615 shares; 2025Q2: 2,125,196 shares; 2025Q3: 1,940,266 shares; 2025Q4: 1,907,424 shares; 2026Q1: 2,142,221 shares; 2026Q2: 2,217,429 shares 2,217,429 $223M 0.2% +75,208 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972,966 shares; 2024Q4: 2,013,466 shares; 2025Q1: 2,147,899 shares; 2025Q2: 2,113,609 shares; 2025Q3: 2,051,686 shares; 2025Q4: 1,530,303 shares; 2026Q1: 1,574,045 shares; 2026Q2: 978,389 shares 978,389 $215M 0.2% -595,656 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515,104 shares; 2024Q4: 1,912,829 shares; 2025Q1: 2,444,446 shares; 2025Q2: 2,793,061 shares; 2025Q3: 4,056,020 shares; 2025Q4: 4,542,059 shares; 2026Q1: 4,833,094 shares; 2026Q2: 4,066,633 shares 4,066,633 $213M 0.19% -766,461 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: 1,431,881 shares; 2024Q4: 1,595,121 shares; 2025Q1: 1,826,663 shares; 2025Q2: 1,899,521 shares; 2025Q3: 2,248,206 shares; 2025Q4: 2,327,366 shares; 2026Q1: 2,562,512 shares; 2026Q2: 2,702,880 shares 2,702,880 $211M 0.19% +140,368 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: 1,340,883 shares; 2024Q4: 1,505,562 shares; 2025Q1: 1,586,218 shares; 2025Q2: 1,689,508 shares; 2025Q3: 2,693,930 shares; 2025Q4: 2,831,490 shares; 2026Q1: 3,035,644 shares; 2026Q2: 3,405,031 shares 3,405,031 $209M 0.19% +369,387 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,824,049 shares; 2024Q4: 1,720,784 shares; 2025Q1: 1,696,381 shares; 2025Q2: 2,142,277 shares; 2025Q3: 2,071,039 shares; 2025Q4: 2,123,167 shares; 2026Q1: 2,162,456 shares; 2026Q2: 2,168,165 shares 2,168,165 $209M 0.19% +5,709 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: 1,090,590 shares; 2024Q4: 898,136 shares; 2025Q1: 1,571,439 shares; 2025Q2: 3,282,913 shares; 2025Q3: 3,381,033 shares; 2025Q4: 3,570,939 shares; 2026Q1: 3,921,510 shares; 2026Q2: 4,164,087 shares 4,164,087 $209M 0.19% +242,577 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: 428,305 shares; 2024Q4: 439,797 shares; 2025Q1: 458,586 shares; 2025Q2: 464,772 shares; 2025Q3: 562,873 shares; 2025Q4: 562,610 shares; 2026Q1: 579,533 shares; 2026Q2: 589,848 shares 589,848 $208M 0.19% +10,315 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: 195,606 shares; 2024Q4: 378,197 shares; 2025Q1: 1,131,266 shares; 2025Q2: 1,343,673 shares; 2025Q3: 2,433,965 shares; 2025Q4: 2,873,662 shares; 2026Q1: 3,635,444 shares; 2026Q2: 4,089,282 shares 4,089,282 $207M 0.19% +453,838 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355,247 shares; 2024Q4: 2,018,683 shares; 2025Q1: 1,979,162 shares; 2025Q2: 1,937,480 shares; 2025Q3: 2,934,529 shares; 2025Q4: 3,065,269 shares; 2026Q1: 3,377,302 shares; 2026Q2: 4,090,820 shares 4,090,820 $207M 0.19% +713,518 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: 153,371 shares; 2024Q4: 375,548 shares; 2025Q1: 425,986 shares; 2025Q2: 440,080 shares; 2025Q3: 487,762 shares; 2025Q4: 607,290 shares; 2026Q1: 611,551 shares; 2026Q2: 595,918 shares 595,918 $204M 0.19% -15,633 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: 1,512,367 shares; 2024Q4: 1,585,607 shares; 2025Q1: 1,863,533 shares; 2025Q2: 1,869,787 shares; 2025Q3: 2,019,952 shares; 2025Q4: 1,981,427 shares; 2026Q1: 2,026,264 shares; 2026Q2: 2,146,275 shares 2,146,275 $203M 0.18% +120,011 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,976 shares; 2024Q4: 212,051 shares; 2025Q1: 337,560 shares; 2025Q2: 548,182 shares; 2025Q3: 1,072,575 shares; 2025Q4: 1,648,590 shares; 2026Q1: 1,868,208 shares; 2026Q2: 2,094,497 shares 2,094,497 $202M 0.18% +226,289 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: 240,313 shares; 2024Q4: 232,821 shares; 2025Q1: 253,043 shares; 2025Q2: 266,168 shares; 2025Q3: 302,368 shares; 2025Q4: 291,958 shares; 2026Q1: 283,850 shares; 2026Q2: 278,847 shares 278,847 $202M 0.18% -5,003 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: 723,052 shares; 2024Q4: 710,919 shares; 2025Q1: 744,628 shares; 2025Q2: 772,496 shares; 2025Q3: 1,147,567 shares; 2025Q4: 1,165,052 shares; 2026Q1: 1,198,367 shares; 2026Q2: 1,211,858 shares 1,211,858 $201M 0.18% +13,491 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: 4,233,308 shares; 2024Q4: 4,290,947 shares; 2025Q1: 4,859,643 shares; 2025Q2: 5,312,064 shares; 2025Q3: 5,776,171 shares; 2025Q4: 6,504,150 shares; 2026Q1: 7,319,089 shares; 2026Q2: 8,989,818 shares 8,989,818 $200M 0.18% +1,670,729 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: 916,714 shares; 2024Q4: 938,470 shares; 2025Q1: 1,050,823 shares; 2025Q2: 1,115,508 shares; 2025Q3: 1,617,606 shares; 2025Q4: 1,702,409 shares; 2026Q1: 1,769,004 shares; 2026Q2: 1,699,174 shares 1,699,174 $200M 0.18% -69,830 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: 52,278 shares; 2024Q4: 65,424 shares; 2025Q1: 77,531 shares; 2025Q2: 98,466 shares; 2025Q3: 115,721 shares; 2025Q4: 140,969 shares; 2026Q1: 151,989 shares; 2026Q2: 168,443 shares 168,443 $198M 0.18% +16,454 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,830 shares; 2024Q4: 137,142 shares; 2025Q1: 19,379 shares; 2025Q2: 257,718 shares; 2025Q3: 786,754 shares; 2025Q4: 2,961,266 shares; 2026Q1: 4,260,462 shares; 2026Q2: 4,791,472 shares 4,791,472 $192M 0.18% +531,010 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018,168 shares; 2024Q4: 817,798 shares; 2025Q1: 843,030 shares; 2025Q2: 1,015,241 shares; 2025Q3: 1,813,045 shares; 2025Q4: 1,881,846 shares; 2026Q1: 1,752,066 shares; 2026Q2: 1,795,591 shares 1,795,591 $187M 0.17% +43,525 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: 728,051 shares; 2024Q4: 1,027,084 shares; 2025Q1: 1,554,803 shares; 2025Q2: 1,744,688 shares; 2025Q3: 2,372,898 shares; 2025Q4: 3,325,254 shares; 2026Q1: 4,048,725 shares; 2026Q2: 4,819,328 shares 4,819,328 $183M 0.17% +770,603 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,089,903 shares; 2025Q4: 2,410,340 shares; 2026Q1: 3,888,709 shares; 2026Q2: 4,700,364 shares 4,700,364 $182M 0.17% +811,655 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: 860,818 shares; 2024Q4: 942,462 shares; 2025Q1: 1,132,397 shares; 2025Q2: 1,172,140 shares; 2025Q3: 1,554,844 shares; 2025Q4: 1,624,163 shares; 2026Q1: 1,666,699 shares; 2026Q2: 1,559,957 shares 1,559,957 $182M 0.17% -106,742 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,898 shares; 2025Q4: 2,321,233 shares; 2026Q1: 3,667,210 shares; 2026Q2: 4,424,238 shares 4,424,238 $175M 0.16% +757,028 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: 156,232 shares; 2024Q4: 158,584 shares; 2025Q1: 164,379 shares; 2025Q2: 169,282 shares; 2025Q3: 190,893 shares; 2025Q4: 217,291 shares; 2026Q1: 218,699 shares; 2026Q2: 227,481 shares 227,481 $174M 0.16% +8,782 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: 328,244 shares; 2025Q1: 353,592 shares; 2025Q2: 371,749 shares; 2025Q3: 414,856 shares; 2025Q4: 399,053 shares; 2026Q1: 377,593 shares; 2026Q2: 395,156 shares 395,156 $171M 0.16% +17,563 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: 1,448,106 shares; 2024Q4: 1,518,388 shares; 2025Q1: 1,634,728 shares; 2025Q2: 1,649,600 shares; 2025Q3: 1,636,097 shares; 2025Q4: 1,575,178 shares; 2026Q1: 1,673,737 shares; 2026Q2: 1,771,279 shares 1,771,279 $169M 0.15% +97,542 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: 675,318 shares; 2024Q4: 665,173 shares; 2025Q1: 1,318,898 shares; 2025Q2: 1,695,013 shares; 2025Q3: 2,370,464 shares; 2025Q4: 2,479,826 shares; 2026Q1: 2,106,252 shares; 2026Q2: 1,662,099 shares 1,662,099 $167M 0.15% -444,153 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565,264 shares; 2024Q4: 636,151 shares; 2025Q1: 1,054,381 shares; 2025Q2: 1,109,862 shares; 2025Q3: 1,422,676 shares; 2025Q4: 1,886,115 shares; 2026Q1: 2,096,483 shares; 2026Q2: 3,497,566 shares 3,497,566 $164M 0.15% +1,401,083 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,761,085 shares; 2024Q4: 3,005,384 shares; 2025Q1: 2,771,992 shares; 2025Q2: 3,858,478 shares; 2025Q3: 3,999,047 shares; 2025Q4: 3,894,184 shares; 2026Q1: 3,915,091 shares; 2026Q2: 2,126,809 shares 2,126,809 $163M 0.15% -1,788,282 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: 285,167 shares; 2024Q4: 285,765 shares; 2025Q1: 288,917 shares; 2025Q2: 367,032 shares; 2025Q3: 461,063 shares; 2025Q4: 483,210 shares; 2026Q1: 476,911 shares; 2026Q2: 439,364 shares 439,364 $161M 0.15% -37,547 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: 694,832 shares; 2024Q4: 712,543 shares; 2025Q1: 779,440 shares; 2025Q2: 779,227 shares; 2025Q3: 978,135 shares; 2025Q4: 994,994 shares; 2026Q1: 1,046,497 shares; 2026Q2: 1,090,835 shares 1,090,835 $160M 0.15% +44,338 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,153 shares; 2024Q4: 301,544 shares; 2025Q1: 554,807 shares; 2025Q2: 956,288 shares; 2025Q3: 1,166,936 shares; 2025Q4: 1,066,595 shares; 2026Q1: 1,019,537 shares; 2026Q2: 980,323 shares 980,323 $158M 0.14% -39,214 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: 709,627 shares; 2024Q4: 680,931 shares; 2025Q1: 707,194 shares; 2025Q2: 737,967 shares; 2025Q3: 1,076,437 shares; 2025Q4: 1,138,416 shares; 2026Q1: 1,193,872 shares; 2026Q2: 1,229,081 shares 1,229,081 $158M 0.14% +35,209 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: 883,186 shares; 2024Q4: 1,190,512 shares; 2025Q1: 1,558,313 shares; 2025Q2: 1,758,205 shares; 2025Q3: 2,719,260 shares; 2025Q4: 3,221,615 shares; 2026Q1: 3,870,449 shares; 2026Q2: 4,206,692 shares 4,206,692 $158M 0.14% +336,243 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,722 shares; 2024Q4: 594,091 shares; 2025Q1: 731,980 shares; 2025Q2: 766,696 shares; 2025Q3: 1,171,731 shares; 2025Q4: 1,307,111 shares; 2026Q1: 1,402,483 shares; 2026Q2: 1,395,285 shares 1,395,285 $157M 0.14% -7,198 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,978 shares; 2024Q4: 277,205 shares; 2025Q1: 278,340 shares; 2025Q2: 268,706 shares; 2025Q3: 324,930 shares; 2025Q4: 352,531 shares; 2026Q1: 361,081 shares; 2026Q2: 381,177 shares 381,177 $156M 0.14% +20,096 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,724 shares; 2024Q4: 238,227 shares; 2025Q1: 369,329 shares; 2025Q2: 435,146 shares; 2025Q3: 761,141 shares; 2025Q4: 869,157 shares; 2026Q1: 1,091,140 shares; 2026Q2: 1,195,593 shares 1,195,593 $153M 0.14% +104,453 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: 227,511 shares; 2024Q4: 226,578 shares; 2025Q1: 247,382 shares; 2025Q2: 263,248 shares; 2025Q3: 344,520 shares; 2025Q4: 340,527 shares; 2026Q1: 349,690 shares; 2026Q2: 363,796 shares 363,796 $151M 0.14% +14,106 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: 269,368 shares; 2024Q4: 262,282 shares; 2025Q1: 270,360 shares; 2025Q2: 285,227 shares; 2025Q3: 353,861 shares; 2025Q4: 369,176 shares; 2026Q1: 383,987 shares; 2026Q2: 400,583 shares 400,583 $150M 0.14% +16,596 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: 909,506 shares; 2024Q4: 973,029 shares; 2025Q1: 1,125,791 shares; 2025Q2: 1,192,349 shares; 2025Q3: 1,283,159 shares; 2025Q4: 1,385,185 shares; 2026Q1: 1,788,286 shares; 2026Q2: 1,879,375 shares 1,879,375 $149M 0.14% +91,089 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: 450,629 shares; 2024Q4: 482,728 shares; 2025Q1: 535,159 shares; 2025Q2: 595,455 shares; 2025Q3: 742,558 shares; 2025Q4: 767,079 shares; 2026Q1: 848,100 shares; 2026Q2: 948,998 shares 948,998 $149M 0.14% +100,898 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: 286,264 shares; 2024Q4: 284,956 shares; 2025Q1: 306,599 shares; 2025Q2: 335,689 shares; 2025Q3: 446,139 shares; 2025Q4: 482,416 shares; 2026Q1: 482,924 shares; 2026Q2: 527,279 shares 527,279 $148M 0.14% +44,355 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: 700,372 shares; 2024Q4: 591,732 shares; 2025Q1: 613,400 shares; 2025Q2: 705,895 shares; 2025Q3: 946,295 shares; 2025Q4: 1,025,374 shares; 2026Q1: 1,068,716 shares; 2026Q2: 1,058,651 shares 1,058,651 $148M 0.13% -10,065 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: 1,032,342 shares; 2024Q4: 1,072,967 shares; 2025Q1: 1,200,741 shares; 2025Q2: 1,257,655 shares; 2025Q3: 1,636,505 shares; 2025Q4: 1,717,322 shares; 2026Q1: 1,772,104 shares; 2026Q2: 1,817,627 shares 1,817,627 $148M 0.13% +45,523 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,260 shares; 2024Q4: 371,884 shares; 2025Q1: 390,586 shares; 2025Q2: 589,025 shares; 2025Q3: 669,661 shares; 2025Q4: 446,272 shares; 2026Q1: 453,628 shares; 2026Q2: 1,437,435 shares 1,437,435 $147M 0.13% +983,807 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: 153,730 shares; 2024Q4: 318,921 shares; 2025Q1: 345,205 shares; 2025Q2: 391,506 shares; 2025Q3: 493,990 shares; 2025Q4: 416,008 shares; 2026Q1: 431,878 shares; 2026Q2: 429,408 shares 429,408 $146M 0.13% -2,470 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: 875,937 shares; 2024Q4: 890,843 shares; 2025Q1: 898,816 shares; 2025Q2: 936,162 shares; 2025Q3: 983,871 shares; 2025Q4: 1,002,434 shares; 2026Q1: 1,012,508 shares; 2026Q2: 1,025,009 shares 1,025,009 $145M 0.13% +12,501 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: 1,511,531 shares; 2024Q4: 1,793,827 shares; 2025Q1: 2,337,666 shares; 2025Q2: 2,190,869 shares; 2025Q3: 2,872,654 shares; 2025Q4: 2,940,329 shares; 2026Q1: 2,652,727 shares; 2026Q2: 2,687,614 shares 2,687,614 $144M 0.13% +34,887 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: 62,723 shares; 2024Q4: 65,295 shares; 2025Q1: 82,293 shares; 2025Q2: 88,243 shares; 2025Q3: 139,925 shares; 2025Q4: 218,093 shares; 2026Q1: 568,057 shares; 2026Q2: 750,476 shares 750,476 $144M 0.13% +182,419 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: 216,028 shares; 2024Q4: 219,249 shares; 2025Q1: 239,139 shares; 2025Q2: 246,114 shares; 2025Q3: 298,899 shares; 2025Q4: 297,146 shares; 2026Q1: 280,577 shares; 2026Q2: 277,929 shares 277,929 $143M 0.13% -2,648 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: 2,169,051 shares; 2024Q4: 2,316,401 shares; 2025Q1: 2,575,859 shares; 2025Q2: 2,954,080 shares; 2025Q3: 3,550,459 shares; 2025Q4: 4,157,316 shares; 2026Q1: 4,877,693 shares; 2026Q2: 5,174,365 shares 5,174,365 $142M 0.13% +296,672 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,050 shares; 2024Q4: 205,362 shares; 2025Q1: 193,773 shares; 2025Q2: 220,579 shares; 2025Q3: 253,203 shares; 2025Q4: 262,431 shares; 2026Q1: 261,569 shares; 2026Q2: 270,981 shares 270,981 $142M 0.13% +9,412 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: 1,312,626 shares; 2024Q4: 1,801,857 shares; 2025Q1: 2,261,512 shares; 2025Q2: 2,690,563 shares; 2025Q3: 3,079,538 shares; 2025Q4: 3,649,598 shares; 2026Q1: 4,296,149 shares; 2026Q2: 5,061,712 shares 5,061,712 $138M 0.13% +765,563 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976,734 shares; 2024Q4: 1,015,368 shares; 2025Q1: 1,185,039 shares; 2025Q2: 1,291,646 shares; 2025Q3: 1,488,053 shares; 2025Q4: 1,568,407 shares; 2026Q1: 1,704,946 shares; 2026Q2: 1,793,272 shares 1,793,272 $138M 0.13% +88,326 Timeline CWB 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: 124,393 shares; 2024Q4: 1,591,896 shares; 2025Q1: 1,587,390 shares; 2025Q2: 1,557,744 shares; 2025Q3: 1,600,721 shares; 2025Q4: 1,434,849 shares; 2026Q1: 121,412 shares; 2026Q2: 1,274,155 shares 1,274,155 $137M 0.13% +1,152,743 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,147 shares; 2025Q2: 330,060 shares; 2025Q3: 1,103,879 shares; 2025Q4: 1,575,199 shares; 2026Q1: 2,098,429 shares; 2026Q2: 2,267,920 shares 2,267,920 $137M 0.12% +169,491 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,115 shares; 2024Q4: 347,165 shares; 2025Q1: 339,357 shares; 2025Q2: 366,165 shares; 2025Q3: 385,169 shares; 2025Q4: 394,304 shares; 2026Q1: 392,369 shares; 2026Q2: 396,398 shares 396,398 $136M 0.12% +4,029 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: 984,682 shares; 2024Q4: 1,724,201 shares; 2025Q1: 1,712,873 shares; 2025Q2: 1,841,616 shares; 2025Q3: 2,441,290 shares; 2025Q4: 2,380,079 shares; 2026Q1: 2,551,727 shares; 2026Q2: 2,737,725 shares 2,737,725 $136M 0.12% +185,998 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607,000 shares; 2024Q4: 699,020 shares; 2025Q1: 896,033 shares; 2025Q2: 852,233 shares; 2025Q3: 1,145,359 shares; 2025Q4: 1,139,454 shares; 2026Q1: 1,415,268 shares; 2026Q2: 1,436,190 shares 1,436,190 $136M 0.12% +20,922 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: not reported; 2024Q4: not reported; 2025Q1: 1,466,900 shares; 2025Q2: 1,462,525 shares; 2025Q3: 1,630,316 shares; 2025Q4: 1,527,682 shares; 2026Q1: 1,486,405 shares; 2026Q2: 1,442,225 shares 1,442,225 $135M 0.12% -44,180 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,272 shares; 2024Q4: 590,381 shares; 2025Q1: 626,430 shares; 2025Q2: 697,565 shares; 2025Q3: 828,807 shares; 2025Q4: 800,996 shares; 2026Q1: 803,434 shares; 2026Q2: 822,853 shares 822,853 $135M 0.12% +19,419 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: 951,386 shares; 2024Q4: 915,183 shares; 2025Q1: 954,684 shares; 2025Q2: 916,118 shares; 2025Q3: 1,189,380 shares; 2025Q4: 2,464,891 shares; 2026Q1: 2,450,864 shares; 2026Q2: 2,535,993 shares 2,535,993 $135M 0.12% +85,129 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,259 shares; 2024Q4: 43,215 shares; 2025Q1: 77,834 shares; 2025Q2: 197,343 shares; 2025Q3: 1,033,357 shares; 2025Q4: 1,336,191 shares; 2026Q1: 1,962,108 shares; 2026Q2: 2,763,133 shares 2,763,133 $133M 0.12% +801,025 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,962,029 shares; 2026Q2: 2,644,524 shares 2,644,524 $133M 0.12% +682,495 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,720 shares; 2025Q2: 2,770,784 shares; 2025Q3: 3,621,300 shares; 2025Q4: 3,908,631 shares; 2026Q1: 4,197,789 shares; 2026Q2: 3,088,229 shares 3,088,229 $133M 0.12% -1,109,560 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068,631 shares; 2024Q4: 1,108,265 shares; 2025Q1: 1,188,235 shares; 2025Q2: 1,332,795 shares; 2025Q3: 1,318,573 shares; 2025Q4: 1,241,481 shares; 2026Q1: 1,199,784 shares; 2026Q2: 1,454,277 shares 1,454,277 $133M 0.12% +254,493 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,504 shares; 2024Q4: 212,856 shares; 2025Q1: 275,488 shares; 2025Q2: 380,711 shares; 2025Q3: 614,276 shares; 2025Q4: 658,681 shares; 2026Q1: 755,647 shares; 2026Q2: 1,060,508 shares 1,060,508 $132M 0.12% +304,861 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: 873,795 shares; 2024Q4: 761,613 shares; 2025Q1: 854,868 shares; 2025Q2: 976,564 shares; 2025Q3: 1,299,024 shares; 2025Q4: 2,805,058 shares; 2026Q1: 2,949,282 shares; 2026Q2: 2,908,419 shares 2,908,419 $132M 0.12% -40,863 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: 1,868,100 shares; 2024Q4: 1,821,087 shares; 2025Q1: 1,947,646 shares; 2025Q2: 1,980,550 shares; 2025Q3: 2,824,947 shares; 2025Q4: 2,877,313 shares; 2026Q1: 2,936,315 shares; 2026Q2: 3,112,912 shares 3,112,912 $132M 0.12% +176,597 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: 25,787 shares; 2024Q4: 24,648 shares; 2025Q1: 30,794 shares; 2025Q2: 34,140 shares; 2025Q3: 44,130 shares; 2025Q4: 44,538 shares; 2026Q1: 42,405 shares; 2026Q2: 432,819 shares 432,819 $131M 0.12% +390,414 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: not reported; 2024Q4: not reported; 2025Q1: 376,075 shares; 2025Q2: 405,245 shares; 2025Q3: 572,947 shares; 2025Q4: 608,483 shares; 2026Q1: 661,761 shares; 2026Q2: 688,129 shares 688,129 $131M 0.12% +26,368 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: 514,200 shares; 2024Q4: 535,634 shares; 2025Q1: 606,408 shares; 2025Q2: 611,612 shares; 2025Q3: 705,559 shares; 2025Q4: 716,717 shares; 2026Q1: 715,827 shares; 2026Q2: 720,819 shares 720,819 $130M 0.12% +4,992 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: 888,093 shares; 2024Q4: 841,808 shares; 2025Q1: 945,594 shares; 2025Q2: 929,752 shares; 2025Q3: 838,516 shares; 2025Q4: 934,869 shares; 2026Q1: 867,939 shares; 2026Q2: 819,649 shares 819,649 $130M 0.12% -48,290 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: 26,851 shares; 2024Q4: 32,574 shares; 2025Q1: 38,381 shares; 2025Q2: 42,468 shares; 2025Q3: 58,226 shares; 2025Q4: 59,849 shares; 2026Q1: 62,131 shares; 2026Q2: 65,360 shares 65,360 $130M 0.12% +3,229 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131,436 shares; 2024Q4: 1,118,998 shares; 2025Q1: 1,082,621 shares; 2025Q2: 1,330,058 shares; 2025Q3: 1,591,395 shares; 2025Q4: 1,237,396 shares; 2026Q1: 1,231,815 shares; 2026Q2: 1,441,981 shares 1,441,981 $130M 0.12% +210,166 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: 281,759 shares; 2024Q4: 293,518 shares; 2025Q1: 309,589 shares; 2025Q2: 320,799 shares; 2025Q3: 434,614 shares; 2025Q4: 448,605 shares; 2026Q1: 459,267 shares; 2026Q2: 478,918 shares 478,918 $129M 0.12% +19,651 Timeline FNDX 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: 828,850 shares; 2024Q4: 2,672,125 shares; 2025Q1: 2,834,341 shares; 2025Q2: 3,435,332 shares; 2025Q3: 3,535,045 shares; 2025Q4: 3,782,869 shares; 2026Q1: 3,891,438 shares; 2026Q2: 4,116,304 shares 4,116,304 $128M 0.12% +224,866 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: 617,725 shares; 2024Q4: 629,435 shares; 2025Q1: 808,542 shares; 2025Q2: 972,004 shares; 2025Q3: 1,535,238 shares; 2025Q4: 1,744,238 shares; 2026Q1: 2,017,386 shares; 2026Q2: 2,117,713 shares 2,117,713 $128M 0.12% +100,327 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: 73,693 shares; 2024Q4: 78,193 shares; 2025Q1: 84,520 shares; 2025Q2: 91,596 shares; 2025Q3: 119,946 shares; 2025Q4: 126,696 shares; 2026Q1: 123,607 shares; 2026Q2: 126,209 shares 126,209 $128M 0.12% +2,602 Timeline JGRO 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: 126,219 shares; 2024Q4: 181,934 shares; 2025Q1: 248,256 shares; 2025Q2: 298,238 shares; 2025Q3: 472,035 shares; 2025Q4: 536,020 shares; 2026Q1: 1,196,206 shares; 2026Q2: 1,294,276 shares 1,294,276 $128M 0.12% +98,070 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868,462 shares; 2024Q4: 878,342 shares; 2025Q1: 903,766 shares; 2025Q2: 842,862 shares; 2025Q3: 1,012,170 shares; 2025Q4: 1,098,312 shares; 2026Q1: 1,179,213 shares; 2026Q2: 1,593,670 shares 1,593,670 $127M 0.12% +414,457 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: 188,971 shares; 2024Q4: 188,880 shares; 2025Q1: 200,812 shares; 2025Q2: 208,194 shares; 2025Q3: 252,772 shares; 2025Q4: 251,565 shares; 2026Q1: 245,231 shares; 2026Q2: 249,393 shares 249,393 $127M 0.12% +4,162 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: 1,018,334 shares; 2024Q4: 1,065,197 shares; 2025Q1: 1,173,882 shares; 2025Q2: 1,201,924 shares; 2025Q3: 1,523,835 shares; 2025Q4: 1,585,360 shares; 2026Q1: 1,587,260 shares; 2026Q2: 1,752,590 shares 1,752,590 $126M 0.11% +165,330 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: 371,162 shares; 2024Q4: 388,524 shares; 2025Q1: 456,595 shares; 2025Q2: 485,617 shares; 2025Q3: 666,365 shares; 2025Q4: 650,218 shares; 2026Q1: 658,872 shares; 2026Q2: 678,480 shares 678,480 $126M 0.11% +19,608 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: 407,069 shares; 2024Q4: 427,885 shares; 2025Q1: 468,066 shares; 2025Q2: 472,562 shares; 2025Q3: 678,602 shares; 2025Q4: 731,012 shares; 2026Q1: 787,215 shares; 2026Q2: 857,071 shares 857,071 $126M 0.11% +69,856 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: 1,096,292 shares; 2024Q4: 1,089,491 shares; 2025Q1: 1,260,357 shares; 2025Q2: 1,300,533 shares; 2025Q3: 1,876,220 shares; 2025Q4: 2,011,802 shares; 2026Q1: 2,066,180 shares; 2026Q2: 2,184,090 shares 2,184,090 $124M 0.11% +117,910 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406,003 shares; 2024Q4: 1,159,773 shares; 2025Q1: 1,180,973 shares; 2025Q2: 1,227,430 shares; 2025Q3: 2,999,067 shares; 2025Q4: 3,614,316 shares; 2026Q1: 3,544,184 shares; 2026Q2: 3,571,303 shares 3,571,303 $124M 0.11% +27,119 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: 1,780,348 shares; 2024Q4: 1,795,870 shares; 2025Q1: 1,862,245 shares; 2025Q2: 2,075,810 shares; 2025Q3: 2,314,959 shares; 2025Q4: 2,480,069 shares; 2026Q1: 2,437,479 shares; 2026Q2: 2,550,535 shares 2,550,535 $124M 0.11% +113,056 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: 369,413 shares; 2024Q4: 372,003 shares; 2025Q1: 382,782 shares; 2025Q2: 415,652 shares; 2025Q3: 625,090 shares; 2025Q4: 615,595 shares; 2026Q1: 638,079 shares; 2026Q2: 657,270 shares 657,270 $124M 0.11% +19,191 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: 192,873 shares; 2024Q4: 154,119 shares; 2025Q1: 174,594 shares; 2025Q2: 148,931 shares; 2025Q3: 168,624 shares; 2025Q4: 169,154 shares; 2026Q1: 181,101 shares; 2026Q2: 192,870 shares 192,870 $124M 0.11% +11,769 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: 199,899 shares; 2024Q4: 199,910 shares; 2025Q1: 226,219 shares; 2025Q2: 223,296 shares; 2025Q3: 325,547 shares; 2025Q4: 342,460 shares; 2026Q1: 345,260 shares; 2026Q2: 333,544 shares 333,544 $121M 0.11% -11,716 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600,123 shares; 2024Q4: 681,322 shares; 2025Q1: 828,499 shares; 2025Q2: 917,684 shares; 2025Q3: 1,040,535 shares; 2025Q4: 1,029,576 shares; 2026Q1: 1,035,759 shares; 2026Q2: 1,103,179 shares 1,103,179 $120M 0.11% +67,420 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748,385 shares; 2024Q4: 766,986 shares; 2025Q1: 806,650 shares; 2025Q2: 612,177 shares; 2025Q3: 1,223,448 shares; 2025Q4: 1,171,379 shares; 2026Q1: 1,157,966 shares; 2026Q2: 1,153,632 shares 1,153,632 $120M 0.11% -4,334 Timeline FMDE 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: 284,313 shares; 2024Q4: 253,397 shares; 2025Q1: 244,938 shares; 2025Q2: 446,409 shares; 2025Q3: 1,050,471 shares; 2025Q4: 1,644,381 shares; 2026Q1: 2,043,214 shares; 2026Q2: 2,938,701 shares 2,938,701 $119M 0.11% +895,487 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: 76,754 shares; 2024Q4: 77,851 shares; 2025Q1: 88,576 shares; 2025Q2: 99,681 shares; 2025Q3: 133,210 shares; 2025Q4: 1,416,154 shares; 2026Q1: 1,486,874 shares; 2026Q2: 1,670,006 shares 1,670,006 $119M 0.11% +183,132 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,073 shares; 2024Q4: 454,998 shares; 2025Q1: 508,933 shares; 2025Q2: 455,516 shares; 2025Q3: 829,618 shares; 2025Q4: 944,019 shares; 2026Q1: 1,113,996 shares; 2026Q2: 1,293,060 shares 1,293,060 $119M 0.11% +179,064 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: 730,632 shares; 2025Q2: 1,142,936 shares; 2025Q3: 2,423,710 shares; 2025Q4: 2,825,862 shares; 2026Q1: 3,285,183 shares; 2026Q2: 3,382,673 shares 3,382,673 $119M 0.11% +97,490 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: 153,338 shares; 2024Q4: 225,302 shares; 2025Q1: 241,611 shares; 2025Q2: 249,049 shares; 2025Q3: 435,512 shares; 2025Q4: 596,297 shares; 2026Q1: 767,824 shares; 2026Q2: 889,881 shares 889,881 $119M 0.11% +122,057 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: 614,500 shares; 2024Q4: 824,585 shares; 2025Q1: 1,132,698 shares; 2025Q2: 1,549,123 shares; 2025Q3: 2,849,129 shares; 2025Q4: 3,341,147 shares; 2026Q1: 3,932,344 shares; 2026Q2: 4,511,435 shares 4,511,435 $118M 0.11% +579,091 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480,767 shares; 2025Q4: 3,641,704 shares; 2026Q1: 4,017,811 shares; 2026Q2: 4,212,850 shares 4,212,850 $117M 0.11% +195,039 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: 727,730 shares; 2024Q4: 692,586 shares; 2025Q1: 703,233 shares; 2025Q2: 679,018 shares; 2025Q3: 551,082 shares; 2025Q4: 566,967 shares; 2026Q1: 509,382 shares; 2026Q2: 462,996 shares 462,996 $117M 0.11% -46,386 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: 746,413 shares; 2024Q4: 1,574,052 shares; 2025Q1: 1,470,440 shares; 2025Q2: 1,515,662 shares; 2025Q3: 3,265,605 shares; 2025Q4: 3,581,357 shares; 2026Q1: 4,042,225 shares; 2026Q2: 4,208,170 shares 4,208,170 $117M 0.11% +165,945 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: 681,391 shares; 2024Q4: 691,890 shares; 2025Q1: 695,720 shares; 2025Q2: 699,649 shares; 2025Q3: 792,925 shares; 2025Q4: 799,885 shares; 2026Q1: 742,602 shares; 2026Q2: 750,297 shares 750,297 $114M 0.1% +7,695 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,893 shares; 2024Q4: 299,717 shares; 2025Q1: 307,905 shares; 2025Q2: 301,549 shares; 2025Q3: 359,638 shares; 2025Q4: 390,130 shares; 2026Q1: 379,333 shares; 2026Q2: 381,223 shares 381,223 $114M 0.1% +1,890 Timeline HELO 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: 762,535 shares; 2024Q4: 968,518 shares; 2025Q1: 1,515,962 shares; 2025Q2: 1,415,651 shares; 2025Q3: 745,883 shares; 2025Q4: 927,434 shares; 2026Q1: 1,584,346 shares; 2026Q2: 1,679,081 shares 1,679,081 $113M 0.1% +94,735 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,702 shares; 2024Q4: 108,850 shares; 2025Q1: 102,778 shares; 2025Q2: 106,973 shares; 2025Q3: 523,094 shares; 2025Q4: 507,470 shares; 2026Q1: 514,433 shares; 2026Q2: 514,718 shares 514,718 $113M 0.1% +285 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: 53,031 shares; 2024Q4: 55,069 shares; 2025Q1: 83,222 shares; 2025Q2: 92,759 shares; 2025Q3: 114,815 shares; 2025Q4: 109,603 shares; 2026Q1: 110,173 shares; 2026Q2: 115,785 shares 115,785 $112M 0.1% +5,612 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: 143,341 shares; 2024Q4: 144,036 shares; 2025Q1: 148,126 shares; 2025Q2: 154,538 shares; 2025Q3: 233,812 shares; 2025Q4: 239,342 shares; 2026Q1: 243,977 shares; 2026Q2: 261,587 shares 261,587 $111M 0.1% +17,610 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,495 shares; 2024Q4: 290,877 shares; 2025Q1: 168,212 shares; 2025Q2: 181,144 shares; 2025Q3: 417,107 shares; 2025Q4: 358,026 shares; 2026Q1: 373,839 shares; 2026Q2: 382,891 shares 382,891 $111M 0.1% +9,052 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: 1,786,001 shares; 2024Q4: 1,829,614 shares; 2025Q1: 1,919,169 shares; 2025Q2: 1,875,425 shares; 2025Q3: 2,006,221 shares; 2025Q4: 2,151,393 shares; 2026Q1: 2,259,941 shares; 2026Q2: 2,199,869 shares 2,199,869 $111M 0.1% -60,072 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105,041 shares; 2024Q4: 1,090,286 shares; 2025Q1: 1,092,303 shares; 2025Q2: 1,128,197 shares; 2025Q3: 1,299,013 shares; 2025Q4: 1,274,607 shares; 2026Q1: 1,275,498 shares; 2026Q2: 1,322,127 shares 1,322,127 $111M 0.1% +46,629 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699,076 shares; 2024Q4: 755,890 shares; 2025Q1: 812,929 shares; 2025Q2: 978,415 shares; 2025Q3: 1,184,419 shares; 2025Q4: 1,255,143 shares; 2026Q1: 1,203,185 shares; 2026Q2: 1,389,243 shares 1,389,243 $110M 0.1% +186,058 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,437 shares; 2024Q4: 301,673 shares; 2025Q1: 592,040 shares; 2025Q2: 859,766 shares; 2025Q3: 1,295,694 shares; 2025Q4: 1,479,284 shares; 2026Q1: 1,564,363 shares; 2026Q2: 1,664,465 shares 1,664,465 $109M 0.1% +100,102 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,523 shares; 2024Q4: 543,830 shares; 2025Q1: 790,000 shares; 2025Q2: 856,804 shares; 2025Q3: 1,108,723 shares; 2025Q4: 1,240,202 shares; 2026Q1: 1,282,396 shares; 2026Q2: 1,323,787 shares 1,323,787 $109M 0.1% +41,391 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678,640 shares; 2024Q4: 1,033,471 shares; 2025Q1: 1,647,151 shares; 2025Q2: 1,465,571 shares; 2025Q3: 2,262,178 shares; 2025Q4: 2,319,569 shares; 2026Q1: 1,373,536 shares; 2026Q2: 1,433,117 shares 1,433,117 $108M 0.1% +59,581 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,619 shares; 2024Q4: 201,430 shares; 2025Q1: 272,186 shares; 2025Q2: 334,092 shares; 2025Q3: 540,522 shares; 2025Q4: 551,670 shares; 2026Q1: 1,075,233 shares; 2026Q2: 1,343,883 shares 1,343,883 $108M 0.1% +268,650 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,947,493 shares 2,947,493 $108M 0.1% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,636 shares; 2025Q1: 214,054 shares; 2025Q2: 1,291,547 shares; 2025Q3: 1,865,744 shares; 2025Q4: 2,118,041 shares; 2026Q1: 2,400,095 shares; 2026Q2: 2,875,984 shares 2,875,984 $108M 0.1% +475,889 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: 519,659 shares; 2024Q4: 515,793 shares; 2025Q1: 535,930 shares; 2025Q2: 547,648 shares; 2025Q3: 612,070 shares; 2025Q4: 631,969 shares; 2026Q1: 615,378 shares; 2026Q2: 579,528 shares 579,528 $107M 0.1% -35,850 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052,445 shares; 2024Q4: 405,487 shares; 2025Q1: 435,033 shares; 2025Q2: 622,530 shares; 2025Q3: 745,888 shares; 2025Q4: 2,094,912 shares; 2026Q1: 2,290,075 shares; 2026Q2: 2,594,607 shares 2,594,607 $107M 0.1% +304,532 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,792 shares; 2024Q4: 1,237,294 shares; 2025Q1: 1,304,800 shares; 2025Q2: 1,343,649 shares; 2025Q3: 1,482,548 shares; 2025Q4: 1,567,284 shares; 2026Q1: 1,694,297 shares; 2026Q2: 1,813,821 shares 1,813,821 $107M 0.1% +119,524 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: 647,686 shares; 2024Q4: 739,486 shares; 2025Q1: 823,152 shares; 2025Q2: 807,179 shares; 2025Q3: 1,185,311 shares; 2025Q4: 1,282,358 shares; 2026Q1: 1,348,769 shares; 2026Q2: 1,294,171 shares 1,294,171 $107M 0.1% -54,598 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,631 shares; 2024Q4: 417,179 shares; 2025Q1: 419,840 shares; 2025Q2: 419,450 shares; 2025Q3: 667,880 shares; 2025Q4: 717,414 shares; 2026Q1: 690,014 shares; 2026Q2: 722,419 shares 722,419 $106M 0.1% +32,405 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543,530 shares; 2024Q4: 724,013 shares; 2025Q1: 643,025 shares; 2025Q2: 723,415 shares; 2025Q3: 858,767 shares; 2025Q4: 951,130 shares; 2026Q1: 1,006,997 shares; 2026Q2: 1,094,640 shares 1,094,640 $105M 0.1% +87,643 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,937 shares; 2024Q4: 45,784 shares; 2025Q1: 36,592 shares; 2025Q2: 39,809 shares; 2025Q3: 373,284 shares; 2025Q4: 501,320 shares; 2026Q1: 578,875 shares; 2026Q2: 816,548 shares 816,548 $105M 0.1% +237,673 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,806,909 shares; 2026Q2: 3,282,053 shares 3,282,053 $104M 0.1% +475,144 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,188 shares; 2024Q4: 213,260 shares; 2025Q1: 251,855 shares; 2025Q2: 240,863 shares; 2025Q3: 353,062 shares; 2025Q4: 330,905 shares; 2026Q1: 348,299 shares; 2026Q2: 349,807 shares 349,807 $104M 0.09% +1,508 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: 307,150 shares; 2024Q4: 377,910 shares; 2025Q1: 545,228 shares; 2025Q2: 645,780 shares; 2025Q3: 762,330 shares; 2025Q4: 800,799 shares; 2026Q1: 897,314 shares; 2026Q2: 885,965 shares 885,965 $104M 0.09% -11,349 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593,353 shares; 2024Q4: 637,434 shares; 2025Q1: 683,154 shares; 2025Q2: 1,670,688 shares; 2025Q3: 1,904,420 shares; 2025Q4: 1,674,220 shares; 2026Q1: 1,864,900 shares; 2026Q2: 1,918,032 shares 1,918,032 $104M 0.09% +53,132 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,335 shares; 2024Q4: 309,702 shares; 2025Q1: 379,159 shares; 2025Q2: 426,266 shares; 2025Q3: 878,241 shares; 2025Q4: 1,133,158 shares; 2026Q1: 1,431,942 shares; 2026Q2: 1,653,412 shares 1,653,412 $103M 0.09% +221,470 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,802 shares; 2024Q4: 216,767 shares; 2025Q1: 244,969 shares; 2025Q2: 263,470 shares; 2025Q3: 290,706 shares; 2025Q4: 282,086 shares; 2026Q1: 295,756 shares; 2026Q2: 304,191 shares 304,191 $102M 0.09% +8,435 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602,417 shares; 2024Q4: 2,589,946 shares; 2025Q1: 2,638,460 shares; 2025Q2: 2,418,335 shares; 2025Q3: 6,649,324 shares; 2025Q4: 6,780,475 shares; 2026Q1: 3,889,021 shares; 2026Q2: 3,880,404 shares 3,880,404 $102M 0.09% -8,617 Timeline GSIE 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: 1,189,688 shares; 2024Q4: 1,270,636 shares; 2025Q1: 1,165,864 shares; 2025Q2: 666,978 shares; 2025Q3: 618,007 shares; 2025Q4: 610,791 shares; 2026Q1: 2,024,575 shares; 2026Q2: 2,224,902 shares 2,224,902 $102M 0.09% +200,327 Timeline CGIE 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: 390,315 shares; 2024Q4: 435,414 shares; 2025Q1: 589,834 shares; 2025Q2: 943,609 shares; 2025Q3: 1,590,134 shares; 2025Q4: 1,912,455 shares; 2026Q1: 2,356,485 shares; 2026Q2: 2,762,255 shares 2,762,255 $102M 0.09% +405,770 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: 1,380,432 shares; 2024Q4: 1,532,049 shares; 2025Q1: 1,447,685 shares; 2025Q2: 1,383,736 shares; 2025Q3: 1,779,728 shares; 2025Q4: 1,788,850 shares; 2026Q1: 1,577,404 shares; 2026Q2: 1,696,631 shares 1,696,631 $101M 0.09% +119,227 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470,653 shares; 2024Q4: 1,639,953 shares; 2025Q1: 1,736,317 shares; 2025Q2: 1,667,857 shares; 2025Q3: 1,795,810 shares; 2025Q4: 1,967,527 shares; 2026Q1: 1,945,853 shares; 2026Q2: 1,938,678 shares 1,938,678 $100M 0.09% -7,175 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910,028 shares; 2024Q4: 732,630 shares; 2025Q1: 747,666 shares; 2025Q2: 752,352 shares; 2025Q3: 897,981 shares; 2025Q4: 985,469 shares; 2026Q1: 1,297,545 shares; 2026Q2: 1,699,405 shares 1,699,405 $100M 0.09% +401,860 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: 245,825 shares; 2024Q4: 197,789 shares; 2025Q1: 217,101 shares; 2025Q2: 227,536 shares; 2025Q3: 381,982 shares; 2025Q4: 372,620 shares; 2026Q1: 356,284 shares; 2026Q2: 390,527 shares 390,527 $99.8M 0.09% +34,243 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,489,256 shares 3,489,256 $97.9M 0.09% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,385 shares; 2024Q4: 226,134 shares; 2025Q1: 241,151 shares; 2025Q2: 274,406 shares; 2025Q3: 1,038,781 shares; 2025Q4: 1,076,533 shares; 2026Q1: 1,131,350 shares; 2026Q2: 1,189,371 shares 1,189,371 $97.8M 0.09% +58,021 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: 472,930 shares; 2024Q4: 452,749 shares; 2025Q1: 489,844 shares; 2025Q2: 493,490 shares; 2025Q3: 695,006 shares; 2025Q4: 669,220 shares; 2026Q1: 705,976 shares; 2026Q2: 718,928 shares 718,928 $97.3M 0.09% +12,952 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,913 shares; 2024Q4: 331,889 shares; 2025Q1: 350,222 shares; 2025Q2: 359,978 shares; 2025Q3: 508,953 shares; 2025Q4: 541,012 shares; 2026Q1: 650,163 shares; 2026Q2: 3,542,948 shares 3,542,948 $97.1M 0.09% +2,892,785 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,515 shares; 2024Q4: 227,226 shares; 2025Q1: 250,167 shares; 2025Q2: 253,938 shares; 2025Q3: 601,819 shares; 2025Q4: 633,619 shares; 2026Q1: 381,674 shares; 2026Q2: 398,559 shares 398,559 $96.6M 0.09% +16,885 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: 118,063 shares; 2024Q4: 115,002 shares; 2025Q1: 117,628 shares; 2025Q2: 117,347 shares; 2025Q3: 142,205 shares; 2025Q4: 145,364 shares; 2026Q1: 149,219 shares; 2026Q2: 151,459 shares 151,459 $96.1M 0.09% +2,240 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: 603,058 shares; 2024Q4: 626,387 shares; 2025Q1: 685,613 shares; 2025Q2: 707,952 shares; 2025Q3: 841,207 shares; 2025Q4: 949,398 shares; 2026Q1: 1,090,787 shares; 2026Q2: 1,087,760 shares 1,087,760 $95.5M 0.09% -3,027 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,252 shares; 2024Q4: 256,568 shares; 2025Q1: 284,479 shares; 2025Q2: 331,524 shares; 2025Q3: 851,984 shares; 2025Q4: 916,927 shares; 2026Q1: 943,563 shares; 2026Q2: 970,838 shares 970,838 $95.4M 0.09% +27,275 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834,990 shares; 2024Q4: 949,068 shares; 2025Q1: 886,183 shares; 2025Q2: 931,983 shares; 2025Q3: 1,370,745 shares; 2025Q4: 1,508,665 shares; 2026Q1: 1,753,742 shares; 2026Q2: 1,723,400 shares 1,723,400 $94.1M 0.09% -30,342 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: 1,633,526 shares; 2024Q4: 1,834,540 shares; 2025Q1: 1,752,023 shares; 2025Q2: 1,372,082 shares; 2025Q3: 1,739,807 shares; 2025Q4: 2,115,240 shares; 2026Q1: 3,556,254 shares; 2026Q2: 3,973,776 shares 3,973,776 $93.1M 0.08% +417,522 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 2,088,791 shares; 2026Q2: 3,026,406 shares 3,026,406 $91.8M 0.08% +937,615 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,513 shares; 2024Q4: 280,790 shares; 2025Q1: 274,927 shares; 2025Q2: 259,602 shares; 2025Q3: 247,829 shares; 2025Q4: 242,397 shares; 2026Q1: 230,267 shares; 2026Q2: 232,731 shares 232,731 $91.7M 0.08% +2,464 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: 2,077,021 shares; 2024Q4: 2,048,309 shares; 2025Q1: 2,040,355 shares; 2025Q2: 2,033,286 shares; 2025Q3: 2,096,687 shares; 2025Q4: 2,020,626 shares; 2026Q1: 1,983,916 shares; 2026Q2: 1,886,816 shares 1,886,816 $90.9M 0.08% -97,100 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810,637 shares; 2024Q4: 1,886,319 shares; 2025Q1: 1,704,077 shares; 2025Q2: 1,567,119 shares; 2025Q3: 1,803,776 shares; 2025Q4: 2,194,779 shares; 2026Q1: 1,708,823 shares; 2026Q2: 1,788,259 shares 1,788,259 $90M 0.08% +79,436 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,210 shares; 2024Q4: 515,489 shares; 2025Q1: 157,814 shares; 2025Q2: 310,200 shares; 2025Q3: 2,163,765 shares; 2025Q4: 2,387,523 shares; 2026Q1: 2,351,377 shares; 2026Q2: 2,236,440 shares 2,236,440 $89.9M 0.08% -114,937 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161,657 shares; 2024Q4: 1,243,684 shares; 2025Q1: 773,706 shares; 2025Q2: 1,092,438 shares; 2025Q3: 1,245,557 shares; 2025Q4: 1,338,313 shares; 2026Q1: 1,402,122 shares; 2026Q2: 1,554,487 shares 1,554,487 $89.6M 0.08% +152,365 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: 464,331 shares; 2024Q4: 480,847 shares; 2025Q1: 537,631 shares; 2025Q2: 614,539 shares; 2025Q3: 825,878 shares; 2025Q4: 895,765 shares; 2026Q1: 910,185 shares; 2026Q2: 996,780 shares 996,780 $89.6M 0.08% +86,595 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,626 shares; 2024Q4: 386,247 shares; 2025Q1: 385,468 shares; 2025Q2: 388,313 shares; 2025Q3: 504,655 shares; 2025Q4: 510,024 shares; 2026Q1: 539,922 shares; 2026Q2: 572,204 shares 572,204 $89.4M 0.08% +32,282 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: 430,843 shares; 2024Q4: 444,270 shares; 2025Q1: 491,396 shares; 2025Q2: 512,629 shares; 2025Q3: 638,778 shares; 2025Q4: 660,862 shares; 2026Q1: 689,224 shares; 2026Q2: 701,076 shares 701,076 $88.7M 0.08% +11,852 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: 850,451 shares; 2024Q4: 878,064 shares; 2025Q1: 1,093,233 shares; 2025Q2: 1,398,508 shares; 2025Q3: 1,530,314 shares; 2025Q4: 1,584,577 shares; 2026Q1: 1,643,572 shares; 2026Q2: 1,680,462 shares 1,680,462 $88.7M 0.08% +36,890 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: 197,746 shares; 2024Q4: 193,864 shares; 2025Q1: 197,094 shares; 2025Q2: 200,036 shares; 2025Q3: 270,668 shares; 2025Q4: 271,699 shares; 2026Q1: 287,854 shares; 2026Q2: 295,905 shares 295,905 $88.2M 0.08% +8,051 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: 169,849 shares; 2024Q4: 177,416 shares; 2025Q1: 201,659 shares; 2025Q2: 208,112 shares; 2025Q3: 314,172 shares; 2025Q4: 336,700 shares; 2026Q1: 376,980 shares; 2026Q2: 395,696 shares 395,696 $88.2M 0.08% +18,716 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,462 shares; 2024Q4: 1,032,219 shares; 2025Q1: 1,175,080 shares; 2025Q2: 1,278,102 shares; 2025Q3: 589,000 shares; 2025Q4: 810,567 shares; 2026Q1: 870,093 shares; 2026Q2: 927,946 shares 927,946 $86.9M 0.08% +57,853 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: 292,125 shares; 2024Q4: 219,119 shares; 2025Q1: 228,941 shares; 2025Q2: 493,467 shares; 2025Q3: 616,056 shares; 2025Q4: 728,607 shares; 2026Q1: 1,032,474 shares; 2026Q2: 1,194,066 shares 1,194,066 $86.3M 0.08% +161,592 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: 638,996 shares; 2024Q4: 656,815 shares; 2025Q1: 703,905 shares; 2025Q2: 737,467 shares; 2025Q3: 956,843 shares; 2025Q4: 994,652 shares; 2026Q1: 1,021,817 shares; 2026Q2: 1,040,585 shares 1,040,585 $86M 0.08% +18,768 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785,494 shares; 2024Q4: 2,718,425 shares; 2025Q1: 2,994,437 shares; 2025Q2: 3,217,474 shares; 2025Q3: 3,983,824 shares; 2025Q4: 3,931,123 shares; 2026Q1: 4,016,297 shares; 2026Q2: 4,142,230 shares 4,142,230 $85.7M 0.08% +125,933 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051,532 shares; 2024Q4: 1,736,554 shares; 2025Q1: 1,732,413 shares; 2025Q2: 1,519,454 shares; 2025Q3: 2,132,876 shares; 2025Q4: 1,923,080 shares; 2026Q1: 1,838,316 shares; 2026Q2: 1,688,335 shares 1,688,335 $85.4M 0.08% -149,981 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: 364,414 shares; 2024Q4: 377,644 shares; 2025Q1: 430,965 shares; 2025Q2: 462,783 shares; 2025Q3: 507,183 shares; 2025Q4: 535,421 shares; 2026Q1: 605,729 shares; 2026Q2: 600,893 shares 600,893 $84.1M 0.08% -4,836 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831,192 shares; 2024Q4: 2,029,141 shares; 2025Q1: 952,005 shares; 2025Q2: 1,115,586 shares; 2025Q3: 1,398,685 shares; 2025Q4: 1,861,113 shares; 2026Q1: 1,869,418 shares; 2026Q2: 1,883,919 shares 1,883,919 $83.6M 0.08% +14,501 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: 451,033 shares; 2024Q4: 456,457 shares; 2025Q1: 466,843 shares; 2025Q2: 478,921 shares; 2025Q3: 824,331 shares; 2025Q4: 743,600 shares; 2026Q1: 710,815 shares; 2026Q2: 755,194 shares 755,194 $83.2M 0.08% +44,379 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,551 shares; 2024Q4: 392,939 shares; 2025Q1: 300,372 shares; 2025Q2: 554,094 shares; 2025Q3: 941,736 shares; 2025Q4: 961,697 shares; 2026Q1: 1,197,959 shares; 2026Q2: 1,212,678 shares 1,212,678 $83M 0.08% +14,719 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: 237,305 shares; 2024Q4: 239,324 shares; 2025Q1: 265,756 shares; 2025Q2: 290,447 shares; 2025Q3: 394,910 shares; 2025Q4: 418,098 shares; 2026Q1: 424,294 shares; 2026Q2: 419,517 shares 419,517 $82.9M 0.08% -4,777 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: 309,402 shares; 2025Q1: 345,551 shares; 2025Q2: 345,824 shares; 2025Q3: 411,155 shares; 2025Q4: 422,874 shares; 2026Q1: 463,270 shares; 2026Q2: 487,571 shares 487,571 $82.8M 0.08% +24,301 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406,751 shares; 2024Q4: 460,247 shares; 2025Q1: 519,773 shares; 2025Q2: 550,308 shares; 2025Q3: 620,867 shares; 2025Q4: 656,325 shares; 2026Q1: 678,768 shares; 2026Q2: 638,963 shares 638,963 $82.4M 0.08% -39,805 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,551 shares; 2024Q4: 93,988 shares; 2025Q1: 272,932 shares; 2025Q2: 270,624 shares; 2025Q3: 299,290 shares; 2025Q4: 294,843 shares; 2026Q1: 291,972 shares; 2026Q2: 299,443 shares 299,443 $81.9M 0.07% +7,471 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045,236 shares; 2024Q4: 1,171,962 shares; 2025Q1: 1,362,285 shares; 2025Q2: 1,521,561 shares; 2025Q3: 2,097,623 shares; 2025Q4: 2,121,729 shares; 2026Q1: 2,448,107 shares; 2026Q2: 2,786,549 shares 2,786,549 $81.9M 0.07% +338,442 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: 289,471 shares; 2024Q4: 301,019 shares; 2025Q1: 344,599 shares; 2025Q2: 364,214 shares; 2025Q3: 494,057 shares; 2025Q4: 515,418 shares; 2026Q1: 529,600 shares; 2026Q2: 540,360 shares 540,360 $81.9M 0.07% +10,760 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: 634,752 shares; 2024Q4: 642,028 shares; 2025Q1: 655,930 shares; 2025Q2: 719,411 shares; 2025Q3: 895,266 shares; 2025Q4: 919,941 shares; 2026Q1: 916,445 shares; 2026Q2: 941,516 shares 941,516 $81.9M 0.07% +25,071 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,779 shares; 2024Q4: 164,420 shares; 2025Q1: 64,531 shares; 2025Q2: 110,908 shares; 2025Q3: 494,497 shares; 2025Q4: 528,445 shares; 2026Q1: 596,099 shares; 2026Q2: 695,126 shares 695,126 $81.3M 0.07% +99,027 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: 172,292 shares; 2024Q4: 191,487 shares; 2025Q1: 207,224 shares; 2025Q2: 221,331 shares; 2025Q3: 341,206 shares; 2025Q4: 352,663 shares; 2026Q1: 381,181 shares; 2026Q2: 389,557 shares 389,557 $80.9M 0.07% +8,376 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: 811,096 shares; 2024Q4: 898,083 shares; 2025Q1: 913,285 shares; 2025Q2: 934,121 shares; 2025Q3: 1,444,582 shares; 2025Q4: 1,476,421 shares; 2026Q1: 1,446,479 shares; 2026Q2: 1,491,042 shares 1,491,042 $80.8M 0.07% +44,563 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772,194 shares; 2024Q4: 838,934 shares; 2025Q1: 917,107 shares; 2025Q2: 967,552 shares; 2025Q3: 1,019,302 shares; 2025Q4: 1,112,141 shares; 2026Q1: 1,377,756 shares; 2026Q2: 1,608,588 shares 1,608,588 $80.7M 0.07% +230,832 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,615 shares; 2024Q4: 499,410 shares; 2025Q1: 563,124 shares; 2025Q2: 737,364 shares; 2025Q3: 1,117,287 shares; 2025Q4: 1,271,898 shares; 2026Q1: 1,413,521 shares; 2026Q2: 1,592,377 shares 1,592,377 $80.7M 0.07% +178,856 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,675 shares; 2024Q4: 28,431 shares; 2025Q1: 30,303 shares; 2025Q2: 45,112 shares; 2025Q3: 72,722 shares; 2025Q4: 94,554 shares; 2026Q1: 112,415 shares; 2026Q2: 125,498 shares 125,498 $80.2M 0.07% +13,083 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,521 shares; 2024Q4: 371,306 shares; 2025Q1: 552,890 shares; 2025Q2: 767,895 shares; 2025Q3: 1,064,089 shares; 2025Q4: 1,311,994 shares; 2026Q1: 1,454,613 shares; 2026Q2: 1,381,155 shares 1,381,155 $79.9M 0.07% -73,458 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: 986,629 shares; 2024Q4: 964,890 shares; 2025Q1: 1,019,400 shares; 2025Q2: 1,019,970 shares; 2025Q3: 1,180,873 shares; 2025Q4: 1,279,933 shares; 2026Q1: 1,276,937 shares; 2026Q2: 1,287,656 shares 1,287,656 $79.8M 0.07% +10,719 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329,033 shares; 2024Q4: 1,186,715 shares; 2025Q1: 685,668 shares; 2025Q2: 611,507 shares; 2025Q3: 887,781 shares; 2025Q4: 926,997 shares; 2026Q1: 982,608 shares; 2026Q2: 916,717 shares 916,717 $79.2M 0.07% -65,891 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: 880,658 shares; 2025Q3: 1,931,446 shares; 2025Q4: 2,051,857 shares; 2026Q1: 2,294,500 shares; 2026Q2: 2,433,988 shares 2,433,988 $79.2M 0.07% +139,488 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: 520,472 shares; 2024Q4: 537,664 shares; 2025Q1: 575,956 shares; 2025Q2: 606,446 shares; 2025Q3: 713,935 shares; 2025Q4: 765,126 shares; 2026Q1: 798,489 shares; 2026Q2: 819,582 shares 819,582 $78.4M 0.07% +21,093 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,227 shares; 2024Q4: 710,940 shares; 2025Q1: 585,915 shares; 2025Q2: 562,332 shares; 2025Q3: 1,110,203 shares; 2025Q4: 1,090,004 shares; 2026Q1: 1,084,810 shares; 2026Q2: 1,040,771 shares 1,040,771 $78M 0.07% -44,039 Timeline BBUS 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: 218,340 shares; 2024Q4: 267,941 shares; 2025Q1: 359,063 shares; 2025Q2: 360,284 shares; 2025Q3: 437,427 shares; 2025Q4: 502,777 shares; 2026Q1: 530,183 shares; 2026Q2: 575,463 shares 575,463 $77.5M 0.07% +45,280 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448,908 shares; 2025Q4: 2,678,177 shares; 2026Q1: 2,695,311 shares; 2026Q2: 2,955,468 shares 2,955,468 $76.8M 0.07% +260,157 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,947 shares; 2024Q4: 150,561 shares; 2025Q1: 135,767 shares; 2025Q2: 150,800 shares; 2025Q3: 181,943 shares; 2025Q4: 189,729 shares; 2026Q1: 156,790 shares; 2026Q2: 872,496 shares 872,496 $76.7M 0.07% +715,706 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: 2,062,488 shares; 2024Q4: 2,021,564 shares; 2025Q1: 2,335,151 shares; 2025Q2: 2,528,040 shares; 2025Q3: 2,959,350 shares; 2025Q4: 3,147,993 shares; 2026Q1: 3,213,627 shares; 2026Q2: 3,183,708 shares 3,183,708 $76.7M 0.07% -29,919 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: 143,887 shares; 2024Q4: 144,665 shares; 2025Q1: 160,883 shares; 2025Q2: 173,577 shares; 2025Q3: 198,702 shares; 2025Q4: 210,942 shares; 2026Q1: 221,092 shares; 2026Q2: 226,462 shares 226,462 $76.6M 0.07% +5,370 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: not reported; 2025Q2: 281,832 shares; 2025Q3: 934,721 shares; 2025Q4: 1,169,463 shares; 2026Q1: 1,520,291 shares; 2026Q2: 2,276,254 shares 2,276,254 $75M 0.07% +755,963 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,415 shares; 2024Q4: 197,609 shares; 2025Q1: 233,342 shares; 2025Q2: 316,568 shares; 2025Q3: 522,154 shares; 2025Q4: 665,082 shares; 2026Q1: 753,749 shares; 2026Q2: 832,049 shares 832,049 $74.2M 0.07% +78,300 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: not reported; 2024Q4: 16,094 shares; 2025Q1: 31,774 shares; 2025Q2: 120,827 shares; 2025Q3: 1,903,370 shares; 2025Q4: 2,129,067 shares; 2026Q1: 2,499,808 shares; 2026Q2: 2,868,376 shares 2,868,376 $74.1M 0.07% +368,568 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,553 shares; 2024Q4: 293,256 shares; 2025Q1: 326,445 shares; 2025Q2: 335,123 shares; 2025Q3: 402,401 shares; 2025Q4: 432,237 shares; 2026Q1: 431,101 shares; 2026Q2: 448,812 shares 448,812 $73.9M 0.07% +17,711 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154,415 shares; 2024Q4: 1,095,436 shares; 2025Q1: 1,127,928 shares; 2025Q2: 1,086,522 shares; 2025Q3: 1,555,468 shares; 2025Q4: 1,845,401 shares; 2026Q1: 2,068,970 shares; 2026Q2: 2,201,262 shares 2,201,262 $73.7M 0.07% +132,292 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,067 shares; 2025Q1: 60,048 shares; 2025Q2: 138,396 shares; 2025Q3: 130,914 shares; 2025Q4: 178,520 shares; 2026Q1: 292,669 shares; 2026Q2: 265,651 shares 265,651 $73.4M 0.07% -27,018 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,517 shares; 2025Q2: 5,648 shares; 2025Q3: 8,702 shares; 2025Q4: 9,895 shares; 2026Q1: 20,381 shares; 2026Q2: 32,168 shares 32,168 $73.1M 0.07% +11,787 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: 397,716 shares; 2024Q4: 430,045 shares; 2025Q1: 504,393 shares; 2025Q2: 680,902 shares; 2025Q3: 729,517 shares; 2025Q4: 703,974 shares; 2026Q1: 745,012 shares; 2026Q2: 682,235 shares 682,235 $73.1M 0.07% -62,777 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: 230,984 shares; 2024Q4: 239,946 shares; 2025Q1: 249,488 shares; 2025Q2: 243,453 shares; 2025Q3: 285,729 shares; 2025Q4: 288,945 shares; 2026Q1: 293,946 shares; 2026Q2: 328,988 shares 328,988 $72.5M 0.07% +35,042 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815,201 shares; 2024Q4: 1,080,796 shares; 2025Q1: 1,118,629 shares; 2025Q2: 1,204,712 shares; 2025Q3: 1,349,646 shares; 2025Q4: 1,414,102 shares; 2026Q1: 1,626,485 shares; 2026Q2: 1,840,918 shares 1,840,918 $72.3M 0.07% +214,433 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: 236,831 shares; 2024Q4: 249,458 shares; 2025Q1: 208,085 shares; 2025Q2: 202,385 shares; 2025Q3: 268,388 shares; 2025Q4: 307,580 shares; 2026Q1: 321,481 shares; 2026Q2: 333,842 shares 333,842 $72.3M 0.07% +12,361 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,432,964 shares 1,432,964 $72.1M 0.07% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,512 shares; 2024Q4: 877,009 shares; 2025Q1: 1,704,310 shares; 2025Q2: 1,046,201 shares; 2025Q3: 1,399,884 shares; 2025Q4: 1,346,942 shares; 2026Q1: 1,409,864 shares; 2026Q2: 1,532,638 shares 1,532,638 $71.9M 0.07% +122,774 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,401 shares; 2024Q4: 504,365 shares; 2025Q1: 615,047 shares; 2025Q2: 838,604 shares; 2025Q3: 1,008,854 shares; 2025Q4: 1,006,708 shares; 2026Q1: 1,008,831 shares; 2026Q2: 1,040,755 shares 1,040,755 $71.7M 0.07% +31,924 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: 49,641 shares; 2024Q4: 50,612 shares; 2025Q1: 61,373 shares; 2025Q2: 64,278 shares; 2025Q3: 72,380 shares; 2025Q4: 74,368 shares; 2026Q1: 74,801 shares; 2026Q2: 73,132 shares 73,132 $71.5M 0.07% -1,669 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: 418,239 shares 418,239 $71.5M 0.07% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,418 shares; 2024Q4: 441,411 shares; 2025Q1: 351,630 shares; 2025Q2: 769,987 shares; 2025Q3: 914,631 shares; 2025Q4: 1,187,031 shares; 2026Q1: 1,255,040 shares; 2026Q2: 1,375,137 shares 1,375,137 $71.1M 0.06% +120,097 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008,042 shares; 2024Q4: 1,059,943 shares; 2025Q1: 1,125,292 shares; 2025Q2: 1,162,067 shares; 2025Q3: 1,319,660 shares; 2025Q4: 1,362,608 shares; 2026Q1: 1,504,273 shares; 2026Q2: 1,715,248 shares 1,715,248 $69.6M 0.06% +210,975 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: 731,080 shares; 2024Q4: 681,255 shares; 2025Q1: 706,924 shares; 2025Q2: 872,949 shares; 2025Q3: 1,147,740 shares; 2025Q4: 1,293,950 shares; 2026Q1: 1,373,623 shares; 2026Q2: 1,580,192 shares 1,580,192 $69.6M 0.06% +206,569 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: 176,256 shares; 2024Q4: 172,434 shares; 2025Q1: 182,010 shares; 2025Q2: 184,662 shares; 2025Q3: 211,718 shares; 2025Q4: 215,191 shares; 2026Q1: 221,381 shares; 2026Q2: 253,818 shares 253,818 $69M 0.06% +32,437 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: 48,949 shares; 2025Q1: 50,203 shares; 2025Q2: 52,438 shares; 2025Q3: 67,538 shares; 2025Q4: 68,977 shares; 2026Q1: 72,806 shares; 2026Q2: 71,539 shares 71,539 $68.8M 0.06% -1,267 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: 171,726 shares; 2024Q4: 181,938 shares; 2025Q1: 204,059 shares; 2025Q2: 222,390 shares; 2025Q3: 325,506 shares; 2025Q4: 314,586 shares; 2026Q1: 336,867 shares; 2026Q2: 389,155 shares 389,155 $68.6M 0.06% +52,288 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: 1,215,867 shares; 2024Q4: 1,319,845 shares; 2025Q1: 1,517,599 shares; 2025Q2: 1,839,269 shares; 2025Q3: 2,080,207 shares; 2025Q4: 2,329,829 shares; 2026Q1: 2,487,155 shares; 2026Q2: 2,661,653 shares 2,661,653 $68.5M 0.06% +174,498 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831,131 shares; 2024Q4: 901,700 shares; 2025Q1: 976,494 shares; 2025Q2: 1,019,430 shares; 2025Q3: 1,771,334 shares; 2025Q4: 1,898,005 shares; 2026Q1: 2,125,690 shares; 2026Q2: 2,303,098 shares 2,303,098 $68.4M 0.06% +177,408 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: 896,490 shares; 2024Q4: 831,208 shares; 2025Q1: 1,156,696 shares; 2025Q2: 897,059 shares; 2025Q3: 1,093,436 shares; 2025Q4: 1,292,382 shares; 2026Q1: 1,367,019 shares; 2026Q2: 1,302,960 shares 1,302,960 $68.3M 0.06% -64,059 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,718 shares; 2024Q4: 626,556 shares; 2025Q1: 443,358 shares; 2025Q2: 447,619 shares; 2025Q3: 527,572 shares; 2025Q4: 705,162 shares; 2026Q1: 1,076,201 shares; 2026Q2: 1,079,225 shares 1,079,225 $68M 0.06% +3,024 Timeline SILJ 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: 192,661 shares; 2024Q4: 169,844 shares; 2025Q1: 2,813,042 shares; 2025Q2: 2,861,950 shares; 2025Q3: 3,534,405 shares; 2025Q4: 3,572,063 shares; 2026Q1: 2,596,722 shares; 2026Q2: 2,621,913 shares 2,621,913 $68M 0.06% +25,191 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,829 shares; 2025Q3: 13,382 shares; 2025Q4: 876,857 shares; 2026Q1: 1,948,993 shares; 2026Q2: 2,550,369 shares 2,550,369 $67.6M 0.06% +601,376 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: 341,573 shares; 2024Q4: 469,108 shares; 2025Q1: 688,293 shares; 2025Q2: 777,031 shares; 2025Q3: 1,081,311 shares; 2025Q4: 1,384,522 shares; 2026Q1: 1,508,192 shares; 2026Q2: 1,623,535 shares 1,623,535 $66.7M 0.06% +115,343 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,276 shares; 2024Q4: 489,413 shares; 2025Q1: 521,343 shares; 2025Q2: 538,766 shares; 2025Q3: 1,277,361 shares; 2025Q4: 1,329,573 shares; 2026Q1: 1,453,433 shares; 2026Q2: 1,605,145 shares 1,605,145 $66.5M 0.06% +151,712 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,107 shares; 2024Q4: 747,095 shares; 2025Q1: 799,153 shares; 2025Q2: 824,852 shares; 2025Q3: 930,518 shares; 2025Q4: 977,141 shares; 2026Q1: 1,122,773 shares; 2026Q2: 1,296,025 shares 1,296,025 $66.5M 0.06% +173,252 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: 287,259 shares; 2024Q4: 267,934 shares; 2025Q1: 287,085 shares; 2025Q2: 320,647 shares; 2025Q3: 566,581 shares; 2025Q4: 595,934 shares; 2026Q1: 637,186 shares; 2026Q2: 675,900 shares 675,900 $66.4M 0.06% +38,714 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: 590,816 shares; 2024Q4: 584,949 shares; 2025Q1: 721,477 shares; 2025Q2: 761,156 shares; 2025Q3: 924,288 shares; 2025Q4: 913,411 shares; 2026Q1: 934,094 shares; 2026Q2: 914,948 shares 914,948 $66M 0.06% -19,146 Timeline GSUS 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: 578,599 shares; 2024Q4: 651,231 shares; 2025Q1: 641,028 shares; 2025Q2: 625,358 shares; 2025Q3: 628,677 shares; 2025Q4: 666,715 shares; 2026Q1: 624,015 shares; 2026Q2: 638,657 shares 638,657 $65.8M 0.06% +14,642 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185,923 shares; 2024Q4: 1,236,768 shares; 2025Q1: 1,274,832 shares; 2025Q2: 1,144,585 shares; 2025Q3: 1,432,170 shares; 2025Q4: 1,453,069 shares; 2026Q1: 1,452,586 shares; 2026Q2: 1,125,510 shares 1,125,510 $65.6M 0.06% -327,076 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: 1,432,821 shares; 2024Q4: 1,512,452 shares; 2025Q1: 1,652,466 shares; 2025Q2: 1,685,566 shares; 2025Q3: 2,023,548 shares; 2025Q4: 1,947,375 shares; 2026Q1: 1,980,952 shares; 2026Q2: 2,048,749 shares 2,048,749 $65.5M 0.06% +67,797 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: 51,629 shares; 2024Q4: 52,905 shares; 2025Q1: 61,197 shares; 2025Q2: 68,336 shares; 2025Q3: 104,097 shares; 2025Q4: 108,871 shares; 2026Q1: 122,304 shares; 2026Q2: 126,101 shares 126,101 $65.4M 0.06% +3,797 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,880 shares; 2024Q4: 393,855 shares; 2025Q1: 395,140 shares; 2025Q2: 385,088 shares; 2025Q3: 1,041,519 shares; 2025Q4: 1,286,963 shares; 2026Q1: 1,482,311 shares; 2026Q2: 1,508,189 shares 1,508,189 $65.3M 0.06% +25,878 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,494 shares; 2024Q4: 205,829 shares; 2025Q1: 169,660 shares; 2025Q2: 152,575 shares; 2025Q3: 171,844 shares; 2025Q4: 214,010 shares; 2026Q1: 174,083 shares; 2026Q2: 151,045 shares 151,045 $65.2M 0.06% -23,038 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,399 shares; 2024Q4: 240,392 shares; 2025Q1: 279,660 shares; 2025Q2: 251,955 shares; 2025Q3: 327,419 shares; 2025Q4: 305,467 shares; 2026Q1: 352,527 shares; 2026Q2: 368,675 shares 368,675 $65.1M 0.06% +16,148 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: 824,244 shares; 2024Q4: 964,270 shares; 2025Q1: 696,604 shares; 2025Q2: 712,741 shares; 2025Q3: 748,482 shares; 2025Q4: 694,925 shares; 2026Q1: 651,747 shares; 2026Q2: 659,569 shares 659,569 $64.8M 0.06% +7,822 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,479 shares; 2024Q4: 73,675 shares; 2025Q1: 102,268 shares; 2025Q2: 131,104 shares; 2025Q3: 205,761 shares; 2025Q4: 453,121 shares; 2026Q1: 525,408 shares; 2026Q2: 637,003 shares 637,003 $64.8M 0.06% +111,595 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: 186,767 shares; 2024Q4: 189,870 shares; 2025Q1: 222,858 shares; 2025Q2: 165,395 shares; 2025Q3: 222,852 shares; 2025Q4: 224,545 shares; 2026Q1: 206,140 shares; 2026Q2: 211,342 shares 211,342 $64.7M 0.06% +5,202 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: 1,048,265 shares; 2024Q4: 1,021,417 shares; 2025Q1: 579,726 shares; 2025Q2: 640,928 shares; 2025Q3: 832,257 shares; 2025Q4: 1,037,572 shares; 2026Q1: 1,151,605 shares; 2026Q2: 1,273,913 shares 1,273,913 $64.4M 0.06% +122,308 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893,415 shares; 2024Q4: 1,021,903 shares; 2025Q1: 1,120,368 shares; 2025Q2: 1,427,377 shares; 2025Q3: 1,584,909 shares; 2025Q4: 1,924,746 shares; 2026Q1: 2,063,334 shares; 2026Q2: 2,253,751 shares 2,253,751 $64M 0.06% +190,417 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,981 shares; 2024Q4: 165,775 shares; 2025Q1: 339,577 shares; 2025Q2: 258,054 shares; 2025Q3: 1,165,565 shares; 2025Q4: 1,317,232 shares; 2026Q1: 1,432,489 shares; 2026Q2: 1,478,365 shares 1,478,365 $64M 0.06% +45,876 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,068 shares; 2024Q4: 88,452 shares; 2025Q1: 94,570 shares; 2025Q2: 96,098 shares; 2025Q3: 161,283 shares; 2025Q4: 153,986 shares; 2026Q1: 149,242 shares; 2026Q2: 148,874 shares 148,874 $63.5M 0.06% -368 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: not reported; 2024Q4: 443,021 shares; 2025Q1: 1,035,640 shares; 2025Q2: 1,463,717 shares; 2025Q3: 1,762,990 shares; 2025Q4: 2,107,721 shares; 2026Q1: 2,750,968 shares; 2026Q2: 3,042,593 shares 3,042,593 $63.5M 0.06% +291,625 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: 292,992 shares; 2024Q4: 301,092 shares; 2025Q1: 305,921 shares; 2025Q2: 270,634 shares; 2025Q3: 319,289 shares; 2025Q4: 599,180 shares; 2026Q1: 593,670 shares; 2026Q2: 540,985 shares 540,985 $63.4M 0.06% -52,685 Timeline PSFF 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: 1,418,229 shares; 2024Q4: 1,695,694 shares; 2025Q1: 1,554,621 shares; 2025Q2: 1,366,615 shares; 2025Q3: 1,558,645 shares; 2025Q4: 1,688,291 shares; 2026Q1: 1,801,393 shares; 2026Q2: 1,845,554 shares 1,845,554 $63.3M 0.06% +44,161 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: 303,107 shares; 2024Q4: 315,193 shares; 2025Q1: 350,961 shares; 2025Q2: 363,366 shares; 2025Q3: 369,063 shares; 2025Q4: 389,999 shares; 2026Q1: 369,205 shares; 2026Q2: 400,979 shares 400,979 $62.8M 0.06% +31,774 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,062 shares; 2024Q4: 62,875 shares; 2025Q1: 62,623 shares; 2025Q2: 69,133 shares; 2025Q3: 91,232 shares; 2025Q4: 86,834 shares; 2026Q1: 89,367 shares; 2026Q2: 88,675 shares 88,675 $62.4M 0.06% -692 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,986 shares; 2024Q4: 392,674 shares; 2025Q1: 468,566 shares; 2025Q2: 703,614 shares; 2025Q3: 858,787 shares; 2025Q4: 1,076,858 shares; 2026Q1: 1,118,184 shares; 2026Q2: 1,167,359 shares 1,167,359 $62.1M 0.06% +49,175 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,078 shares; 2024Q4: 247,467 shares; 2025Q1: 264,235 shares; 2025Q2: 240,927 shares; 2025Q3: 262,078 shares; 2025Q4: 265,345 shares; 2026Q1: 268,001 shares; 2026Q2: 274,055 shares 274,055 $61.8M 0.06% +6,054 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,060 shares; 2024Q4: 265,420 shares; 2025Q1: 265,700 shares; 2025Q2: 270,715 shares; 2025Q3: 252,352 shares; 2025Q4: 250,665 shares; 2026Q1: 262,048 shares; 2026Q2: 250,920 shares 250,920 $61.8M 0.06% -11,128 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,139 shares; 2024Q4: 234,467 shares; 2025Q1: 254,287 shares; 2025Q2: 304,235 shares; 2025Q3: 405,726 shares; 2025Q4: 429,747 shares; 2026Q1: 474,052 shares; 2026Q2: 518,242 shares 518,242 $61.7M 0.06% +44,190 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: 623,801 shares; 2024Q4: 600,492 shares; 2025Q1: 700,179 shares; 2025Q2: 715,002 shares; 2025Q3: 824,757 shares; 2025Q4: 890,060 shares; 2026Q1: 940,191 shares; 2026Q2: 819,522 shares 819,522 $61.6M 0.06% -120,669 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130,875 shares; 2026Q2: 1,198,291 shares 1,198,291 $61.4M 0.06% +67,416 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: 1,018,360 shares; 2024Q4: 1,028,433 shares; 2025Q1: 1,235,483 shares; 2025Q2: 1,290,663 shares; 2025Q3: 1,663,215 shares; 2025Q4: 1,775,426 shares; 2026Q1: 1,310,300 shares; 2026Q2: 1,145,914 shares 1,145,914 $61.3M 0.06% -164,386 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: 58,969 shares; 2024Q4: 60,278 shares; 2025Q1: 72,226 shares; 2025Q2: 75,693 shares; 2025Q3: 84,388 shares; 2025Q4: 85,409 shares; 2026Q1: 86,328 shares; 2026Q2: 85,815 shares 85,815 $61.2M 0.06% -513 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: 501,083 shares; 2024Q4: 524,561 shares; 2025Q1: 493,615 shares; 2025Q2: 495,081 shares; 2025Q3: 763,834 shares; 2025Q4: 646,263 shares; 2026Q1: 573,165 shares; 2026Q2: 1,087,255 shares 1,087,255 $61.1M 0.06% +514,090 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: 75,306 shares; 2024Q4: 82,257 shares; 2025Q1: 81,968 shares; 2025Q2: 89,313 shares; 2025Q3: 161,665 shares; 2025Q4: 163,539 shares; 2026Q1: 174,763 shares; 2026Q2: 178,914 shares 178,914 $61M 0.06% +4,151 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816,601 shares; 2024Q4: 841,589 shares; 2025Q1: 1,009,656 shares; 2025Q2: 1,015,096 shares; 2025Q3: 1,215,618 shares; 2025Q4: 1,238,878 shares; 2026Q1: 1,264,087 shares; 2026Q2: 1,300,292 shares 1,300,292 $60.9M 0.06% +36,205 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: 605,822 shares; 2024Q4: 585,235 shares; 2025Q1: 659,223 shares; 2025Q2: 691,150 shares; 2025Q3: 776,057 shares; 2025Q4: 814,491 shares; 2026Q1: 768,733 shares; 2026Q2: 818,190 shares 818,190 $60.8M 0.06% +49,457 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: 122,055 shares; 2024Q4: 131,123 shares; 2025Q1: 147,338 shares; 2025Q2: 159,123 shares; 2025Q3: 226,438 shares; 2025Q4: 234,105 shares; 2026Q1: 241,892 shares; 2026Q2: 246,565 shares 246,565 $60.7M 0.06% +4,673 Timeline BALT 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: 598,319 shares; 2024Q4: 767,323 shares; 2025Q1: 711,538 shares; 2025Q2: 1,072,378 shares; 2025Q3: 1,246,256 shares; 2025Q4: 1,528,969 shares; 2026Q1: 1,592,364 shares; 2026Q2: 1,770,275 shares 1,770,275 $60.7M 0.06% +177,911 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638,677 shares; 2024Q4: 1,789,007 shares; 2025Q1: 1,672,027 shares; 2025Q2: 563,767 shares; 2025Q3: 436,831 shares; 2025Q4: 429,211 shares; 2026Q1: 472,081 shares; 2026Q2: 592,596 shares 592,596 $60.6M 0.06% +120,515 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,721 shares; 2024Q4: 63,769 shares; 2025Q1: 62,144 shares; 2025Q2: 84,837 shares; 2025Q3: 287,510 shares; 2025Q4: 318,620 shares; 2026Q1: 342,048 shares; 2026Q2: 369,442 shares 369,442 $60.4M 0.06% +27,394 Timeline NLR 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: 3,809 shares; 2024Q4: 30,686 shares; 2025Q1: 83,361 shares; 2025Q2: 105,124 shares; 2025Q3: 325,728 shares; 2025Q4: 400,689 shares; 2026Q1: 470,983 shares; 2026Q2: 516,587 shares 516,587 $59.9M 0.05% +45,604 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: 262,605 shares; 2024Q4: 278,681 shares; 2025Q1: 349,372 shares; 2025Q2: 379,467 shares; 2025Q3: 504,549 shares; 2025Q4: 510,466 shares; 2026Q1: 546,677 shares; 2026Q2: 553,491 shares 553,491 $59.5M 0.05% +6,814 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946,353 shares; 2024Q4: 781,967 shares; 2025Q1: 885,704 shares; 2025Q2: 968,086 shares; 2025Q3: 1,623,392 shares; 2025Q4: 1,796,150 shares; 2026Q1: 1,934,001 shares; 2026Q2: 1,978,779 shares 1,978,779 $59.4M 0.05% +44,778 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: 237,371 shares; 2024Q4: 256,029 shares; 2025Q1: 293,722 shares; 2025Q2: 305,486 shares; 2025Q3: 373,773 shares; 2025Q4: 386,753 shares; 2026Q1: 394,578 shares; 2026Q2: 409,275 shares 409,275 $59.2M 0.05% +14,697 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: 1,278,762 shares; 2024Q4: 2,087,868 shares; 2025Q1: 2,013,002 shares; 2025Q2: 2,025,138 shares; 2025Q3: 1,067,982 shares; 2025Q4: 933,172 shares; 2026Q1: 1,007,296 shares; 2026Q2: 1,007,231 shares 1,007,231 $58.6M 0.05% -65 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: not reported; 2024Q4: not reported; 2025Q1: 1,438,480 shares; 2025Q2: 1,556,479 shares; 2025Q3: 2,384,205 shares; 2025Q4: 2,581,225 shares; 2026Q1: 2,964,486 shares; 2026Q2: 3,276,892 shares 3,276,892 $58.6M 0.05% +312,406 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: 491,470 shares; 2024Q4: 483,211 shares; 2025Q1: 510,787 shares; 2025Q2: 488,152 shares; 2025Q3: 638,394 shares; 2025Q4: 604,073 shares; 2026Q1: 606,436 shares; 2026Q2: 607,671 shares 607,671 $58.5M 0.05% +1,235 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705,969 shares; 2024Q4: 702,491 shares; 2025Q1: 755,976 shares; 2025Q2: 725,115 shares; 2025Q3: 868,428 shares; 2025Q4: 762,509 shares; 2026Q1: 562,738 shares; 2026Q2: 528,797 shares 528,797 $58.4M 0.05% -33,941 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: 188,717 shares; 2024Q4: 185,677 shares; 2025Q1: 221,717 shares; 2025Q2: 239,858 shares; 2025Q3: 321,143 shares; 2025Q4: 367,058 shares; 2026Q1: 383,870 shares; 2026Q2: 429,949 shares 429,949 $58.2M 0.05% +46,079 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,174 shares; 2024Q4: 379,230 shares; 2025Q1: 399,124 shares; 2025Q2: 428,463 shares; 2025Q3: 530,596 shares; 2025Q4: 536,171 shares; 2026Q1: 620,584 shares; 2026Q2: 626,708 shares 626,708 $57.8M 0.05% +6,124 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,390 shares; 2024Q4: 427,670 shares; 2025Q1: 431,612 shares; 2025Q2: 423,918 shares; 2025Q3: 971,342 shares; 2025Q4: 995,856 shares; 2026Q1: 1,031,218 shares; 2026Q2: 1,034,707 shares 1,034,707 $57.7M 0.05% +3,489 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293,763 shares; 2024Q4: 1,411,227 shares; 2025Q1: 386,848 shares; 2025Q2: 356,207 shares; 2025Q3: 449,285 shares; 2025Q4: 473,222 shares; 2026Q1: 661,366 shares; 2026Q2: 703,089 shares 703,089 $57.6M 0.05% +41,723 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723,135 shares; 2024Q4: 741,949 shares; 2025Q1: 745,643 shares; 2025Q2: 802,876 shares; 2025Q3: 878,648 shares; 2025Q4: 906,209 shares; 2026Q1: 1,092,047 shares; 2026Q2: 1,146,348 shares 1,146,348 $57.6M 0.05% +54,301 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,588 shares; 2024Q4: 226,156 shares; 2025Q1: 229,813 shares; 2025Q2: 235,758 shares; 2025Q3: 256,578 shares; 2025Q4: 272,735 shares; 2026Q1: 250,563 shares; 2026Q2: 258,987 shares 258,987 $57.3M 0.05% +8,424 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: 91,767 shares; 2024Q4: 92,351 shares; 2025Q1: 96,797 shares; 2025Q2: 98,966 shares; 2025Q3: 125,962 shares; 2025Q4: 129,900 shares; 2026Q1: 151,677 shares; 2026Q2: 181,223 shares 181,223 $57.1M 0.05% +29,546 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: 810,592 shares; 2024Q4: 947,651 shares; 2025Q1: 1,128,599 shares; 2025Q2: 1,238,254 shares; 2025Q3: 1,408,221 shares; 2025Q4: 1,443,478 shares; 2026Q1: 1,490,187 shares; 2026Q2: 1,534,056 shares 1,534,056 $56.8M 0.05% +43,869 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,359 shares; 2024Q4: 411,837 shares; 2025Q1: 468,599 shares; 2025Q2: 343,414 shares; 2025Q3: 444,598 shares; 2025Q4: 449,425 shares; 2026Q1: 417,604 shares; 2026Q2: 430,033 shares 430,033 $56.6M 0.05% +12,429 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,634 shares; 2024Q4: 513,320 shares; 2025Q1: 640,756 shares; 2025Q2: 898,532 shares; 2025Q3: 1,038,861 shares; 2025Q4: 1,191,151 shares; 2026Q1: 1,283,225 shares; 2026Q2: 1,207,956 shares 1,207,956 $56.6M 0.05% -75,269 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: not reported; 2024Q4: not reported; 2025Q1: 47,876 shares; 2025Q2: 51,501 shares; 2025Q3: 67,884 shares; 2025Q4: 70,047 shares; 2026Q1: 74,134 shares; 2026Q2: 78,546 shares 78,546 $56.6M 0.05% +4,412 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: 92,044 shares; 2024Q4: 93,958 shares; 2025Q1: 94,970 shares; 2025Q2: 97,696 shares; 2025Q3: 136,724 shares; 2025Q4: 144,295 shares; 2026Q1: 138,037 shares; 2026Q2: 142,085 shares 142,085 $56.4M 0.05% +4,048 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: 381,423 shares; 2024Q4: 373,755 shares; 2025Q1: 384,814 shares; 2025Q2: 408,841 shares; 2025Q3: 584,862 shares; 2025Q4: 609,280 shares; 2026Q1: 613,310 shares; 2026Q2: 619,756 shares 619,756 $56.2M 0.05% +6,446 Timeline PBUS 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: 51,281 shares; 2024Q4: 60,858 shares; 2025Q1: 90,788 shares; 2025Q2: 192,454 shares; 2025Q3: 308,864 shares; 2025Q4: 410,134 shares; 2026Q1: 509,294 shares; 2026Q2: 750,191 shares 750,191 $56.1M 0.05% +240,897 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,611 shares; 2024Q4: 263,332 shares; 2025Q1: 249,450 shares; 2025Q2: 310,794 shares; 2025Q3: 527,235 shares; 2025Q4: 600,702 shares; 2026Q1: 640,069 shares; 2026Q2: 679,277 shares 679,277 $55.9M 0.05% +39,208 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,302 shares; 2024Q4: 176,004 shares; 2025Q1: 158,197 shares; 2025Q2: 196,778 shares; 2025Q3: 553,422 shares; 2025Q4: 574,516 shares; 2026Q1: 1,253,764 shares; 2026Q2: 1,277,888 shares 1,277,888 $55.9M 0.05% +24,124 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,866 shares; 2024Q4: 165,536 shares; 2025Q1: 265,265 shares; 2025Q2: 407,668 shares; 2025Q3: 460,793 shares; 2025Q4: 488,804 shares; 2026Q1: 612,564 shares; 2026Q2: 674,962 shares 674,962 $55.7M 0.05% +62,398 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: 340,095 shares; 2024Q4: 444,864 shares; 2025Q1: 425,217 shares; 2025Q2: 429,579 shares; 2025Q3: 484,833 shares; 2025Q4: 491,245 shares; 2026Q1: 489,789 shares; 2026Q2: 483,646 shares 483,646 $55.6M 0.05% -6,143 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,753 shares; 2024Q4: 792,407 shares; 2025Q1: 1,664,340 shares; 2025Q2: 1,702,735 shares; 2025Q3: 1,833,861 shares; 2025Q4: 1,946,336 shares; 2026Q1: 2,053,468 shares; 2026Q2: 2,278,943 shares 2,278,943 $55.5M 0.05% +225,475 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 5,647 shares; 2025Q1: 10,780 shares; 2025Q2: 14,808 shares; 2025Q3: 28,337 shares; 2025Q4: 28,456 shares; 2026Q1: 27,946 shares; 2026Q2: 27,940 shares 27,940 $55.4M 0.05% -6 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: 291,482 shares; 2024Q4: 298,292 shares; 2025Q1: 298,327 shares; 2025Q2: 332,445 shares; 2025Q3: 373,210 shares; 2025Q4: 362,853 shares; 2026Q1: 427,819 shares; 2026Q2: 469,974 shares 469,974 $55.3M 0.05% +42,155 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: 60,193 shares; 2024Q4: 58,115 shares; 2025Q1: 65,818 shares; 2025Q2: 66,807 shares; 2025Q3: 96,503 shares; 2025Q4: 102,196 shares; 2026Q1: 107,789 shares; 2026Q2: 109,972 shares 109,972 $55.1M 0.05% +2,183 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: 98,612 shares; 2024Q4: 104,173 shares; 2025Q1: 111,710 shares; 2025Q2: 108,799 shares; 2025Q3: 135,226 shares; 2025Q4: 140,122 shares; 2026Q1: 150,760 shares; 2026Q2: 154,892 shares 154,892 $54.9M 0.05% +4,132 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: 7,836 shares; 2024Q4: 7,462 shares; 2025Q1: 8,301 shares; 2025Q2: 8,593 shares; 2025Q3: 10,180 shares; 2025Q4: 10,188 shares; 2026Q1: 11,176 shares; 2026Q2: 307,492 shares 307,492 $54.8M 0.05% +296,316 Timeline JMEE 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: 156,239 shares; 2024Q4: 230,604 shares; 2025Q1: 509,316 shares; 2025Q2: 579,860 shares; 2025Q3: 550,870 shares; 2025Q4: 660,274 shares; 2026Q1: 680,755 shares; 2026Q2: 702,324 shares 702,324 $54.8M 0.05% +21,569 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: 838,394 shares; 2024Q4: 1,043,218 shares; 2025Q1: 1,049,547 shares; 2025Q2: 834,518 shares; 2025Q3: 949,359 shares; 2025Q4: 798,676 shares; 2026Q1: 725,375 shares; 2026Q2: 726,169 shares 726,169 $54.8M 0.05% +794 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276,237 shares; 2025Q2: 336,743 shares; 2025Q3: 390,567 shares; 2025Q4: 895,710 shares; 2026Q1: 1,062,785 shares; 2026Q2: 1,223,960 shares 1,223,960 $53.7M 0.05% +161,175 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: 1,271,965 shares; 2024Q4: 1,353,318 shares; 2025Q1: 1,366,063 shares; 2025Q2: 1,425,732 shares; 2025Q3: 1,510,232 shares; 2025Q4: 1,382,353 shares; 2026Q1: 1,460,470 shares; 2026Q2: 1,548,121 shares 1,548,121 $53.6M 0.05% +87,651 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,293 shares; 2024Q4: 425,793 shares; 2025Q1: 423,163 shares; 2025Q2: 445,451 shares; 2025Q3: 552,915 shares; 2025Q4: 611,471 shares; 2026Q1: 660,022 shares; 2026Q2: 687,129 shares 687,129 $53.5M 0.05% +27,107 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857,407 shares; 2024Q4: 916,448 shares; 2025Q1: 905,543 shares; 2025Q2: 939,456 shares; 2025Q3: 1,026,243 shares; 2025Q4: 1,065,920 shares; 2026Q1: 1,071,859 shares; 2026Q2: 1,056,529 shares 1,056,529 $53.4M 0.05% -15,330 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: 7,562 shares; 2025Q1: 25,274 shares; 2025Q2: 50,136 shares; 2025Q3: 164,621 shares; 2025Q4: 235,941 shares; 2026Q1: 510,101 shares; 2026Q2: 578,611 shares 578,611 $53.2M 0.05% +68,510 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650,688 shares; 2024Q4: 665,845 shares; 2025Q1: 676,649 shares; 2025Q2: 679,807 shares; 2025Q3: 910,384 shares; 2025Q4: 926,136 shares; 2026Q1: 948,885 shares; 2026Q2: 971,329 shares 971,329 $52.5M 0.05% +22,444 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,714 shares; 2024Q4: 327,974 shares; 2025Q1: 340,038 shares; 2025Q2: 351,590 shares; 2025Q3: 463,610 shares; 2025Q4: 472,416 shares; 2026Q1: 506,470 shares; 2026Q2: 503,456 shares 503,456 $52.3M 0.05% -3,014 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: 157,791 shares; 2024Q4: 494,520 shares; 2025Q1: 485,546 shares; 2025Q2: 560,658 shares; 2025Q3: 1,050,987 shares; 2025Q4: 1,173,633 shares; 2026Q1: 1,285,570 shares; 2026Q2: 1,418,775 shares 1,418,775 $52.3M 0.05% +133,205 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,625 shares; 2024Q4: 88,833 shares; 2025Q1: 129,831 shares; 2025Q2: 149,413 shares; 2025Q3: 1,081,707 shares; 2025Q4: 1,091,216 shares; 2026Q1: 1,042,102 shares; 2026Q2: 1,099,240 shares 1,099,240 $52.2M 0.05% +57,138 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: 233,366 shares; 2024Q4: 229,944 shares; 2025Q1: 243,333 shares; 2025Q2: 265,299 shares; 2025Q3: 390,180 shares; 2025Q4: 407,586 shares; 2026Q1: 404,797 shares; 2026Q2: 413,202 shares 413,202 $52.2M 0.05% +8,405 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: 88,632 shares; 2024Q4: 86,745 shares; 2025Q1: 98,244 shares; 2025Q2: 102,884 shares; 2025Q3: 164,774 shares; 2025Q4: 204,802 shares; 2026Q1: 203,503 shares; 2026Q2: 227,903 shares 227,903 $51.7M 0.05% +24,400 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851,146 shares; 2024Q4: 1,002,596 shares; 2025Q1: 1,156,821 shares; 2025Q2: 1,221,144 shares; 2025Q3: 1,132,260 shares; 2025Q4: 1,072,500 shares; 2026Q1: 1,086,284 shares; 2026Q2: 1,011,845 shares 1,011,845 $51.7M 0.05% -74,439 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994,730 shares; 2024Q4: 962,699 shares; 2025Q1: 601,314 shares; 2025Q2: 721,292 shares; 2025Q3: 525,451 shares; 2025Q4: 577,624 shares; 2026Q1: 613,460 shares; 2026Q2: 626,684 shares 626,684 $51.5M 0.05% +13,224 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: 110,469 shares; 2024Q4: 95,015 shares; 2025Q1: 104,486 shares; 2025Q2: 97,847 shares; 2025Q3: 154,079 shares; 2025Q4: 160,957 shares; 2026Q1: 189,177 shares; 2026Q2: 197,566 shares 197,566 $51.5M 0.05% +8,389 Timeline RAAX 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: 8,265 shares; 2024Q4: 7,969 shares; 2025Q1: 7,969 shares; 2025Q2: 7,969 shares; 2025Q3: 30,722 shares; 2025Q4: 49,407 shares; 2026Q1: 1,063,396 shares; 2026Q2: 1,287,857 shares 1,287,857 $51.1M 0.05% +224,461 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: 492,745 shares; 2024Q4: 514,228 shares; 2025Q1: 535,492 shares; 2025Q2: 554,785 shares; 2025Q3: 713,398 shares; 2025Q4: 948,018 shares; 2026Q1: 1,057,026 shares; 2026Q2: 1,115,038 shares 1,115,038 $51M 0.05% +58,012 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: 585,879 shares; 2024Q4: 636,709 shares; 2025Q1: 661,731 shares; 2025Q2: 592,755 shares; 2025Q3: 789,166 shares; 2025Q4: 782,038 shares; 2026Q1: 822,948 shares; 2026Q2: 883,910 shares 883,910 $50.9M 0.05% +60,962 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,074 shares; 2024Q4: 33,668 shares; 2025Q1: 37,515 shares; 2025Q2: 37,812 shares; 2025Q3: 51,076 shares; 2025Q4: 59,410 shares; 2026Q1: 68,415 shares; 2026Q2: 67,297 shares 67,297 $50.8M 0.05% -1,118 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: 50,706 shares; 2024Q4: 51,214 shares; 2025Q1: 52,934 shares; 2025Q2: 56,086 shares; 2025Q3: 71,463 shares; 2025Q4: 402,899 shares; 2026Q1: 469,873 shares; 2026Q2: 508,473 shares 508,473 $50.5M 0.05% +38,600 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035,153 shares; 2024Q4: 1,706,728 shares; 2025Q1: 1,267,484 shares; 2025Q2: 961,710 shares; 2025Q3: 1,099,822 shares; 2025Q4: 1,082,586 shares; 2026Q1: 1,035,906 shares; 2026Q2: 994,734 shares 994,734 $50.4M 0.05% -41,172 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,421 shares; 2024Q4: 251,567 shares; 2025Q1: 265,188 shares; 2025Q2: 275,868 shares; 2025Q3: 307,071 shares; 2025Q4: 444,047 shares; 2026Q1: 562,554 shares; 2026Q2: 661,607 shares 661,607 $50.4M 0.05% +99,053 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,053,391 shares; 2024Q4: 6,012,799 shares; 2025Q1: 5,452,908 shares; 2025Q2: 5,422,353 shares; 2025Q3: 5,063,924 shares; 2025Q4: 4,291,144 shares; 2026Q1: 3,883,014 shares; 2026Q2: 3,627,961 shares 3,627,961 $50.2M 0.05% -255,053 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: 592,717 shares; 2024Q4: 585,526 shares; 2025Q1: 645,487 shares; 2025Q2: 677,149 shares; 2025Q3: 832,420 shares; 2025Q4: 839,452 shares; 2026Q1: 825,796 shares; 2026Q2: 830,198 shares 830,198 $50.1M 0.05% +4,402 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091,283 shares; 2024Q4: 1,131,468 shares; 2025Q1: 1,155,076 shares; 2025Q2: 1,199,310 shares; 2025Q3: 1,786,962 shares; 2025Q4: 1,635,094 shares; 2026Q1: 1,726,789 shares; 2026Q2: 1,658,246 shares 1,658,246 $50M 0.05% -68,543 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: 56,083 shares; 2024Q4: 53,962 shares; 2025Q1: 158,483 shares; 2025Q2: 280,710 shares; 2025Q3: 326,009 shares; 2025Q4: 398,568 shares; 2026Q1: 448,414 shares; 2026Q2: 484,875 shares 484,875 $50M 0.05% +36,461 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,408 shares; 2024Q4: 829,222 shares; 2025Q1: 698,203 shares; 2025Q2: 931,112 shares; 2025Q3: 1,110,122 shares; 2025Q4: 1,362,888 shares; 2026Q1: 1,589,316 shares; 2026Q2: 1,695,460 shares 1,695,460 $49.9M 0.05% +106,144 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,520 shares; 2024Q4: 39,809 shares; 2025Q1: 89,321 shares; 2025Q2: 88,977 shares; 2025Q3: 115,996 shares; 2025Q4: 144,591 shares; 2026Q1: 157,217 shares; 2026Q2: 654,283 shares 654,283 $49.8M 0.05% +497,066 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: 312,255 shares; 2024Q4: 318,779 shares; 2025Q1: 344,963 shares; 2025Q2: 361,284 shares; 2025Q3: 515,238 shares; 2025Q4: 485,581 shares; 2026Q1: 460,310 shares; 2026Q2: 478,271 shares 478,271 $49.5M 0.05% +17,961 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: 305,730 shares; 2024Q4: 279,246 shares; 2025Q1: 344,996 shares; 2025Q2: 319,314 shares; 2025Q3: 413,145 shares; 2025Q4: 404,715 shares; 2026Q1: 427,438 shares; 2026Q2: 450,056 shares 450,056 $49.2M 0.04% +22,618 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: 160,621 shares; 2024Q4: 174,318 shares; 2025Q1: 173,353 shares; 2025Q2: 176,124 shares; 2025Q3: 221,659 shares; 2025Q4: 219,549 shares; 2026Q1: 211,260 shares; 2026Q2: 219,584 shares 219,584 $49.2M 0.04% +8,324 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,270 shares; 2024Q4: 9,323 shares; 2025Q1: 21,718 shares; 2025Q2: 38,434 shares; 2025Q3: 44,568 shares; 2025Q4: 50,563 shares; 2026Q1: 63,743 shares; 2026Q2: 58,578 shares 58,578 $49.2M 0.04% -5,165 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: 222,657 shares; 2026Q2: 261,104 shares 261,104 $49.1M 0.04% +38,447 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: 228,560 shares; 2024Q4: 218,987 shares; 2025Q1: 249,126 shares; 2025Q2: 247,427 shares; 2025Q3: 320,718 shares; 2025Q4: 326,113 shares; 2026Q1: 330,019 shares; 2026Q2: 341,936 shares 341,936 $48.9M 0.04% +11,917 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: 102,181 shares; 2024Q4: 104,734 shares; 2025Q1: 111,047 shares; 2025Q2: 115,368 shares; 2025Q3: 171,564 shares; 2025Q4: 161,763 shares; 2026Q1: 165,549 shares; 2026Q2: 165,494 shares 165,494 $48.5M 0.04% -55 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: 338,830 shares; 2024Q4: 351,606 shares; 2025Q1: 442,826 shares; 2025Q2: 449,507 shares; 2025Q3: 640,297 shares; 2025Q4: 649,046 shares; 2026Q1: 696,767 shares; 2026Q2: 618,387 shares 618,387 $48.4M 0.04% -78,380 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,444 shares; 2024Q4: 350,927 shares; 2025Q1: 373,316 shares; 2025Q2: 375,540 shares; 2025Q3: 387,192 shares; 2025Q4: 402,161 shares; 2026Q1: 412,451 shares; 2026Q2: 424,978 shares 424,978 $48.3M 0.04% +12,527 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,907 shares; 2024Q4: 808,231 shares; 2025Q1: 914,666 shares; 2025Q2: 997,761 shares; 2025Q3: 1,137,777 shares; 2025Q4: 1,183,339 shares; 2026Q1: 1,271,774 shares; 2026Q2: 1,329,913 shares 1,329,913 $48M 0.04% +58,139 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: 57,618 shares; 2024Q4: 57,417 shares; 2025Q1: 62,363 shares; 2025Q2: 64,196 shares; 2025Q3: 79,902 shares; 2025Q4: 82,249 shares; 2026Q1: 87,133 shares; 2026Q2: 93,599 shares 93,599 $47.7M 0.04% +6,466 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,545 shares; 2024Q4: 270,704 shares; 2025Q1: 325,548 shares; 2025Q2: 342,871 shares; 2025Q3: 494,551 shares; 2025Q4: 540,234 shares; 2026Q1: 561,524 shares; 2026Q2: 607,918 shares 607,918 $47.6M 0.04% +46,394 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,540 shares; 2024Q4: 114,752 shares; 2025Q1: 122,656 shares; 2025Q2: 117,329 shares; 2025Q3: 374,377 shares; 2025Q4: 349,312 shares; 2026Q1: 359,958 shares; 2026Q2: 344,984 shares 344,984 $47.1M 0.04% -14,974 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: 13,754 shares; 2025Q2: 77,409 shares; 2025Q3: 160,918 shares; 2025Q4: 572,235 shares; 2026Q1: 827,453 shares; 2026Q2: 1,294,350 shares 1,294,350 $47.1M 0.04% +466,897 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: 28,721 shares; 2024Q4: 29,350 shares; 2025Q1: 28,081 shares; 2025Q2: 31,007 shares; 2025Q3: 37,485 shares; 2025Q4: 39,124 shares; 2026Q1: 39,211 shares; 2026Q2: 41,361 shares 41,361 $46.9M 0.04% +2,150 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,888 shares; 2024Q4: 424,975 shares; 2025Q1: 475,880 shares; 2025Q2: 506,504 shares; 2025Q3: 644,793 shares; 2025Q4: 680,250 shares; 2026Q1: 681,007 shares; 2026Q2: 689,531 shares 689,531 $46.6M 0.04% +8,524 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,036 shares; 2024Q4: 29,757 shares; 2025Q1: 27,369 shares; 2025Q2: 32,366 shares; 2025Q3: 37,822 shares; 2025Q4: 42,867 shares; 2026Q1: 55,040 shares; 2026Q2: 55,926 shares 55,926 $46.4M 0.04% +886 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: 52,549 shares; 2024Q4: 58,593 shares; 2025Q1: 79,598 shares; 2025Q2: 145,419 shares; 2025Q3: 224,223 shares; 2025Q4: 231,091 shares; 2026Q1: 240,851 shares; 2026Q2: 230,834 shares 230,834 $46.3M 0.04% -10,017 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,902 shares; 2024Q4: 421,974 shares; 2025Q1: 378,707 shares; 2025Q2: 506,498 shares; 2025Q3: 580,105 shares; 2025Q4: 625,279 shares; 2026Q1: 650,733 shares; 2026Q2: 662,401 shares 662,401 $46.3M 0.04% +11,668 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994,536 shares; 2024Q4: 1,042,174 shares; 2025Q1: 1,160,157 shares; 2025Q2: 1,444,171 shares; 2025Q3: 1,806,664 shares; 2025Q4: 1,768,243 shares; 2026Q1: 1,544,205 shares; 2026Q2: 1,510,618 shares 1,510,618 $46.1M 0.04% -33,587 Timeline FTHI 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: 494,688 shares; 2024Q4: 575,574 shares; 2025Q1: 692,184 shares; 2025Q2: 698,676 shares; 2025Q3: 1,191,066 shares; 2025Q4: 1,385,027 shares; 2026Q1: 1,816,393 shares; 2026Q2: 1,925,998 shares 1,925,998 $45.9M 0.04% +109,605 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: 63,762 shares; 2024Q4: 67,202 shares; 2025Q1: 77,302 shares; 2025Q2: 74,498 shares; 2025Q3: 107,764 shares; 2025Q4: 117,392 shares; 2026Q1: 120,628 shares; 2026Q2: 115,349 shares 115,349 $45.9M 0.04% -5,279 Timeline XLP 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: 762,313 shares; 2024Q4: 747,090 shares; 2025Q1: 784,095 shares; 2025Q2: 1,091,597 shares; 2025Q3: 773,741 shares; 2025Q4: 726,739 shares; 2026Q1: 663,139 shares; 2026Q2: 550,035 shares 550,035 $45.7M 0.04% -113,104 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,128 shares; 2024Q4: 362,609 shares; 2025Q1: 532,495 shares; 2025Q2: 532,836 shares; 2025Q3: 654,629 shares; 2025Q4: 766,097 shares; 2026Q1: 692,477 shares; 2026Q2: 746,104 shares 746,104 $45.7M 0.04% +53,627 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: 36,490 shares; 2024Q4: 103,551 shares; 2025Q1: 279,360 shares; 2025Q2: 403,547 shares; 2025Q3: 440,576 shares; 2025Q4: 471,134 shares; 2026Q1: 532,448 shares; 2026Q2: 453,791 shares 453,791 $45.5M 0.04% -78,657 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: 482,077 shares; 2024Q4: 497,207 shares; 2025Q1: 514,334 shares; 2025Q2: 511,859 shares; 2025Q3: 607,159 shares; 2025Q4: 531,542 shares; 2026Q1: 556,940 shares; 2026Q2: 444,880 shares 444,880 $45.5M 0.04% -112,060 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,245 shares; 2024Q4: 103,688 shares; 2025Q1: 111,662 shares; 2025Q2: 120,083 shares; 2025Q3: 164,947 shares; 2025Q4: 174,994 shares; 2026Q1: 189,901 shares; 2026Q2: 191,268 shares 191,268 $45.4M 0.04% +1,367 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,249 shares; 2024Q4: 313,065 shares; 2025Q1: 235,385 shares; 2025Q2: 220,992 shares; 2025Q3: 281,836 shares; 2025Q4: 275,687 shares; 2026Q1: 276,082 shares; 2026Q2: 276,693 shares 276,693 $45.3M 0.04% +611 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,640 shares; 2024Q4: 410,982 shares; 2025Q1: 452,466 shares; 2025Q2: 605,833 shares; 2025Q3: 730,829 shares; 2025Q4: 734,796 shares; 2026Q1: 788,422 shares; 2026Q2: 852,784 shares 852,784 $44.9M 0.04% +64,362 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: 103,235 shares; 2024Q4: 102,828 shares; 2025Q1: 111,461 shares; 2025Q2: 105,402 shares; 2025Q3: 194,199 shares; 2025Q4: 182,067 shares; 2026Q1: 243,488 shares; 2026Q2: 273,036 shares 273,036 $44.7M 0.04% +29,548 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,296 shares; 2024Q4: 222,911 shares; 2025Q1: 349,977 shares; 2025Q2: 734,509 shares; 2025Q3: 1,021,180 shares; 2025Q4: 1,044,339 shares; 2026Q1: 1,089,469 shares; 2026Q2: 1,103,243 shares 1,103,243 $44.3M 0.04% +13,774 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717,058 shares; 2025Q4: 843,066 shares; 2026Q1: 893,022 shares; 2026Q2: 839,309 shares 839,309 $44.3M 0.04% -53,713 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: 249,296 shares; 2024Q4: 258,786 shares; 2025Q1: 254,395 shares; 2025Q2: 242,505 shares; 2025Q3: 306,390 shares; 2025Q4: 327,923 shares; 2026Q1: 372,259 shares; 2026Q2: 385,053 shares 385,053 $44M 0.04% +12,794 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024,316 shares; 2024Q4: 1,251,064 shares; 2025Q1: 1,263,415 shares; 2025Q2: 1,215,267 shares; 2025Q3: 1,344,432 shares; 2025Q4: 1,348,108 shares; 2026Q1: 1,436,630 shares; 2026Q2: 1,757,095 shares 1,757,095 $43.7M 0.04% +320,465 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: 130,885 shares; 2024Q4: 126,646 shares; 2025Q1: 138,417 shares; 2025Q2: 141,627 shares; 2025Q3: 229,670 shares; 2025Q4: 237,872 shares; 2026Q1: 258,194 shares; 2026Q2: 254,943 shares 254,943 $43.1M 0.04% -3,251 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,536 shares; 2024Q4: 606,297 shares; 2025Q1: 605,351 shares; 2025Q2: 662,146 shares; 2025Q3: 1,639,115 shares; 2025Q4: 1,652,505 shares; 2026Q1: 1,767,932 shares; 2026Q2: 1,863,166 shares 1,863,166 $43.1M 0.04% +95,234 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,445 shares; 2024Q4: 191,625 shares; 2025Q1: 346,623 shares; 2025Q2: 561,678 shares; 2025Q3: 991,001 shares; 2025Q4: 1,034,413 shares; 2026Q1: 1,296,500 shares; 2026Q2: 1,283,145 shares 1,283,145 $42.7M 0.04% -13,355 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,196 shares; 2024Q4: 334,041 shares; 2025Q1: 461,320 shares; 2025Q2: 622,109 shares; 2025Q3: 843,934 shares; 2025Q4: 886,961 shares; 2026Q1: 855,795 shares; 2026Q2: 1,153,522 shares 1,153,522 $42.5M 0.04% +297,727 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,468 shares; 2024Q4: 463,320 shares; 2025Q1: 572,139 shares; 2025Q2: 584,666 shares; 2025Q3: 745,943 shares; 2025Q4: 823,019 shares; 2026Q1: 415,091 shares; 2026Q2: 438,708 shares 438,708 $42.3M 0.04% +23,617 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: 245,330 shares; 2024Q4: 249,888 shares; 2025Q1: 252,363 shares; 2025Q2: 246,712 shares; 2025Q3: 321,846 shares; 2025Q4: 358,090 shares; 2026Q1: 348,220 shares; 2026Q2: 360,828 shares 360,828 $42.3M 0.04% +12,608 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: 385,376 shares; 2024Q4: 388,809 shares; 2025Q1: 406,367 shares; 2025Q2: 397,957 shares; 2025Q3: 369,028 shares; 2025Q4: 695,973 shares; 2026Q1: 702,637 shares; 2026Q2: 830,608 shares 830,608 $42.2M 0.04% +127,971 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: 290,071 shares; 2024Q4: 308,100 shares; 2025Q1: 413,419 shares; 2025Q2: 389,373 shares; 2025Q3: 469,936 shares; 2025Q4: 542,596 shares; 2026Q1: 688,431 shares; 2026Q2: 670,719 shares 670,719 $42.2M 0.04% -17,712 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753,582 shares; 2024Q4: 742,809 shares; 2025Q1: 911,999 shares; 2025Q2: 629,985 shares; 2025Q3: 824,838 shares; 2025Q4: 863,563 shares; 2026Q1: 873,525 shares; 2026Q2: 990,960 shares 990,960 $42M 0.04% +117,435 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070,722 shares; 2024Q4: 1,079,428 shares; 2025Q1: 1,150,781 shares; 2025Q2: 710,779 shares; 2025Q3: 1,233,781 shares; 2025Q4: 1,447,229 shares; 2026Q1: 1,619,045 shares; 2026Q2: 1,644,992 shares 1,644,992 $42M 0.04% +25,947 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917,381 shares; 2024Q4: 983,926 shares; 2025Q1: 1,003,592 shares; 2025Q2: 940,927 shares; 2025Q3: 1,091,652 shares; 2025Q4: 1,077,382 shares; 2026Q1: 1,094,669 shares; 2026Q2: 1,137,950 shares 1,137,950 $41.8M 0.04% +43,281 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: 175,402 shares; 2024Q4: 188,746 shares; 2025Q1: 208,894 shares; 2025Q2: 213,247 shares; 2025Q3: 291,004 shares; 2025Q4: 293,325 shares; 2026Q1: 286,672 shares; 2026Q2: 304,753 shares 304,753 $41.7M 0.04% +18,081 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: 479,888 shares; 2024Q4: 541,391 shares; 2025Q1: 586,842 shares; 2025Q2: 631,308 shares; 2025Q3: 527,702 shares; 2025Q4: 552,407 shares; 2026Q1: 583,922 shares; 2026Q2: 564,536 shares 564,536 $41.7M 0.04% -19,386 Timeline BALI 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: 228,130 shares; 2025Q1: 262,582 shares; 2025Q2: 449,832 shares; 2025Q3: 526,391 shares; 2025Q4: 586,133 shares; 2026Q1: 639,187 shares; 2026Q2: 1,227,887 shares 1,227,887 $41.5M 0.04% +588,700 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,403 shares; 2024Q4: 103,548 shares; 2025Q1: 118,632 shares; 2025Q2: 143,390 shares; 2025Q3: 275,218 shares; 2025Q4: 392,858 shares; 2026Q1: 536,814 shares; 2026Q2: 782,148 shares 782,148 $41.5M 0.04% +245,334 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,886 shares; 2024Q4: 23,842 shares; 2025Q1: 30,977 shares; 2025Q2: 61,582 shares; 2025Q3: 80,444 shares; 2025Q4: 88,243 shares; 2026Q1: 150,972 shares; 2026Q2: 136,830 shares 136,830 $41.4M 0.04% -14,142 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,937 shares; 2024Q4: 84,345 shares; 2025Q1: 123,963 shares; 2025Q2: 101,721 shares; 2025Q3: 133,307 shares; 2025Q4: 122,282 shares; 2026Q1: 139,644 shares; 2026Q2: 145,795 shares 145,795 $41.4M 0.04% +6,151 Timeline VIGI 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: 357,712 shares; 2024Q4: 376,398 shares; 2025Q1: 336,006 shares; 2025Q2: 386,816 shares; 2025Q3: 468,740 shares; 2025Q4: 450,118 shares; 2026Q1: 462,280 shares; 2026Q2: 442,685 shares 442,685 $41.3M 0.04% -19,595 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,194 shares; 2024Q4: 50,141 shares; 2025Q1: 59,996 shares; 2025Q2: 63,434 shares; 2025Q3: 78,205 shares; 2025Q4: 80,956 shares; 2026Q1: 97,014 shares; 2026Q2: 106,790 shares 106,790 $41.3M 0.04% +9,776 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,926 shares; 2024Q4: 263,965 shares; 2025Q1: 260,381 shares; 2025Q2: 181,753 shares; 2025Q3: 204,988 shares; 2025Q4: 226,667 shares; 2026Q1: 231,726 shares; 2026Q2: 350,476 shares 350,476 $41.2M 0.04% +118,750 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: not reported; 2024Q4: not reported; 2025Q1: 326,405 shares; 2025Q2: 324,972 shares; 2025Q3: 476,389 shares; 2025Q4: 465,836 shares; 2026Q1: 488,913 shares; 2026Q2: 517,560 shares 517,560 $41.1M 0.04% +28,647 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: 1,539,882 shares; 2024Q4: 1,199,421 shares; 2025Q1: 891,496 shares; 2025Q2: 729,977 shares; 2025Q3: 942,771 shares; 2025Q4: 947,529 shares; 2026Q1: 945,688 shares; 2026Q2: 940,552 shares 940,552 $41M 0.04% -5,136 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,592 shares; 2024Q4: 124,342 shares; 2025Q1: 97,347 shares; 2025Q2: 80,091 shares; 2025Q3: 905,588 shares; 2025Q4: 901,472 shares; 2026Q1: 797,262 shares; 2026Q2: 682,236 shares 682,236 $40.9M 0.04% -115,026 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,936 shares; 2024Q4: 179,376 shares; 2025Q1: 155,782 shares; 2025Q2: 175,023 shares; 2025Q3: 229,886 shares; 2025Q4: 254,118 shares; 2026Q1: 329,700 shares; 2026Q2: 371,899 shares 371,899 $40.8M 0.04% +42,199 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,717 shares; 2024Q4: 86,199 shares; 2025Q1: 93,080 shares; 2025Q2: 99,030 shares; 2025Q3: 217,084 shares; 2025Q4: 279,537 shares; 2026Q1: 443,363 shares; 2026Q2: 449,566 shares 449,566 $40.8M 0.04% +6,203 Timeline FLMI 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: 110,494 shares; 2024Q4: 149,501 shares; 2025Q1: 207,302 shares; 2025Q2: 679,327 shares; 2025Q3: 875,179 shares; 2025Q4: 1,171,039 shares; 2026Q1: 1,446,903 shares; 2026Q2: 1,615,619 shares 1,615,619 $40.7M 0.04% +168,716 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194,414 shares; 2024Q4: 1,292,361 shares; 2025Q1: 1,378,087 shares; 2025Q2: 1,486,807 shares; 2025Q3: 2,050,384 shares; 2025Q4: 1,999,044 shares; 2026Q1: 1,979,628 shares; 2026Q2: 2,196,192 shares 2,196,192 $40.5M 0.04% +216,564 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,250 shares; 2024Q4: 207,515 shares; 2025Q1: 249,664 shares; 2025Q2: 209,018 shares; 2025Q3: 328,242 shares; 2025Q4: 381,286 shares; 2026Q1: 410,049 shares; 2026Q2: 424,047 shares 424,047 $40.2M 0.04% +13,998 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: 73,682 shares; 2024Q4: 92,635 shares; 2025Q1: 109,781 shares; 2025Q2: 125,114 shares; 2025Q3: 144,331 shares; 2025Q4: 149,908 shares; 2026Q1: 148,393 shares; 2026Q2: 161,859 shares 161,859 $40.2M 0.04% +13,466 Timeline FYC 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: 85,852 shares; 2024Q4: 109,730 shares; 2025Q1: 154,934 shares; 2025Q2: 191,383 shares; 2025Q3: 224,472 shares; 2025Q4: 255,008 shares; 2026Q1: 289,684 shares; 2026Q2: 313,216 shares 313,216 $39.9M 0.04% +23,532 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,675 shares; 2024Q4: 490,376 shares; 2025Q1: 498,963 shares; 2025Q2: 427,015 shares; 2025Q3: 644,801 shares; 2025Q4: 649,198 shares; 2026Q1: 648,564 shares; 2026Q2: 448,548 shares 448,548 $39.8M 0.04% -200,016 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: 156,053 shares; 2024Q4: 135,923 shares; 2025Q1: 156,262 shares; 2025Q2: 155,409 shares; 2025Q3: 201,800 shares; 2025Q4: 305,100 shares; 2026Q1: 387,355 shares; 2026Q2: 432,280 shares 432,280 $39.6M 0.04% +44,925 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: 56,279 shares; 2024Q4: 60,237 shares; 2025Q1: 70,395 shares; 2025Q2: 72,335 shares; 2025Q3: 88,271 shares; 2025Q4: 93,852 shares; 2026Q1: 98,168 shares; 2026Q2: 106,016 shares 106,016 $39.3M 0.04% +7,848 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: 453,551 shares; 2024Q4: 474,619 shares; 2025Q1: 527,270 shares; 2025Q2: 554,590 shares; 2025Q3: 777,708 shares; 2025Q4: 782,859 shares; 2026Q1: 811,112 shares; 2026Q2: 787,177 shares 787,177 $39.2M 0.04% -23,935 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,369 shares; 2024Q4: 33,966 shares; 2025Q1: 49,116 shares; 2025Q2: 59,696 shares; 2025Q3: 74,958 shares; 2025Q4: 74,545 shares; 2026Q1: 70,193 shares; 2026Q2: 75,920 shares 75,920 $39.1M 0.04% +5,727 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,000 shares; 2024Q4: 79,825 shares; 2025Q1: 35,461 shares; 2025Q2: 117,500 shares; 2025Q3: 444,205 shares; 2025Q4: 587,164 shares; 2026Q1: 757,482 shares; 2026Q2: 808,930 shares 808,930 $39.1M 0.04% +51,448 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 3,212,160 shares; 2026Q1: 3,211,031 shares; 2026Q2: 3,005,236 shares 3,005,236 $39.1M 0.04% -205,795 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,763 shares; 2024Q4: 243,190 shares; 2025Q1: 258,098 shares; 2025Q2: 209,821 shares; 2025Q3: 285,434 shares; 2025Q4: 262,767 shares; 2026Q1: 300,782 shares; 2026Q2: 259,891 shares 259,891 $39M 0.04% -40,891 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,217 shares; 2024Q4: 204,188 shares; 2025Q1: 218,335 shares; 2025Q2: 166,163 shares; 2025Q3: 185,258 shares; 2025Q4: 185,382 shares; 2026Q1: 188,013 shares; 2026Q2: 199,122 shares 199,122 $39M 0.04% +11,109 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,582 shares; 2024Q4: 379,656 shares; 2025Q1: 305,873 shares; 2025Q2: 599,039 shares; 2025Q3: 482,341 shares; 2025Q4: 468,380 shares; 2026Q1: 441,308 shares; 2026Q2: 519,513 shares 519,513 $38.9M 0.04% +78,205 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,321 shares; 2025Q4: 33,001 shares; 2026Q1: 110,790 shares; 2026Q2: 938,184 shares 938,184 $38.9M 0.04% +827,394 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,554,043 shares; 2024Q4: 1,608,488 shares; 2025Q1: 1,656,064 shares; 2025Q2: 1,697,363 shares; 2025Q3: 1,725,885 shares; 2025Q4: 1,065,661 shares; 2026Q1: 976,870 shares; 2026Q2: 1,007,535 shares 1,007,535 $38.9M 0.04% +30,665 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,341 shares; 2024Q4: 41,777 shares; 2025Q1: 69,459 shares; 2025Q2: 621,542 shares; 2025Q3: 684,164 shares; 2025Q4: 728,797 shares; 2026Q1: 780,871 shares; 2026Q2: 840,007 shares 840,007 $38.8M 0.04% +59,136 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: 53,629 shares; 2024Q4: 53,957 shares; 2025Q1: 64,774 shares; 2025Q2: 60,196 shares; 2025Q3: 77,714 shares; 2025Q4: 75,013 shares; 2026Q1: 72,633 shares; 2026Q2: 78,107 shares 78,107 $38.8M 0.04% +5,474 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327,194 shares; 2024Q4: 1,396,837 shares; 2025Q1: 1,609,401 shares; 2025Q2: 1,698,084 shares; 2025Q3: 2,031,646 shares; 2025Q4: 2,185,998 shares; 2026Q1: 2,118,268 shares; 2026Q2: 2,011,589 shares 2,011,589 $38.5M 0.04% -106,679 Timeline GCOR 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: 501,952 shares; 2024Q4: 551,824 shares; 2025Q1: 456,229 shares; 2025Q2: 758,041 shares; 2025Q3: 780,061 shares; 2025Q4: 822,867 shares; 2026Q1: 895,060 shares; 2026Q2: 933,132 shares 933,132 $38.4M 0.03% +38,072 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: 377,817 shares; 2024Q4: 800,303 shares; 2025Q1: 1,097,789 shares; 2025Q2: 1,045,800 shares; 2025Q3: 986,161 shares; 2025Q4: 1,054,472 shares; 2026Q1: 804,911 shares; 2026Q2: 1,586,586 shares 1,586,586 $38.3M 0.03% +781,675 Timeline BSJR 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: 531,679 shares; 2024Q4: 721,523 shares; 2025Q1: 743,788 shares; 2025Q2: 759,061 shares; 2025Q3: 795,652 shares; 2025Q4: 1,401,930 shares; 2026Q1: 1,612,081 shares; 2026Q2: 1,705,927 shares 1,705,927 $38.1M 0.03% +93,846 Timeline HAP 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: 526,512 shares; 2024Q4: 530,152 shares; 2025Q1: 616,159 shares; 2025Q2: 623,285 shares; 2025Q3: 595,971 shares; 2025Q4: 605,102 shares; 2026Q1: 571,312 shares; 2026Q2: 554,222 shares 554,222 $38M 0.03% -17,090 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: 280,322 shares; 2024Q4: 591,037 shares; 2025Q1: 604,190 shares; 2025Q2: 640,429 shares; 2025Q3: 802,764 shares; 2025Q4: 915,996 shares; 2026Q1: 1,151,786 shares; 2026Q2: 1,536,279 shares 1,536,279 $37.9M 0.03% +384,493 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,623 shares; 2024Q4: 75,498 shares; 2025Q1: 53,510 shares; 2025Q2: 52,619 shares; 2025Q3: 64,425 shares; 2025Q4: 72,506 shares; 2026Q1: 73,900 shares; 2026Q2: 458,376 shares 458,376 $37.9M 0.03% +384,476 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,794 shares; 2025Q2: 164,728 shares; 2025Q3: 187,876 shares; 2025Q4: 183,117 shares; 2026Q1: 224,350 shares; 2026Q2: 245,876 shares 245,876 $37.8M 0.03% +21,526 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,838 shares; 2024Q4: 284,828 shares; 2025Q1: 269,678 shares; 2025Q2: 355,574 shares; 2025Q3: 299,016 shares; 2025Q4: 268,639 shares; 2026Q1: 311,848 shares; 2026Q2: 413,334 shares 413,334 $37.4M 0.03% +101,486 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,704 shares; 2024Q4: 282,085 shares; 2025Q1: 249,883 shares; 2025Q2: 213,359 shares; 2025Q3: 250,917 shares; 2025Q4: 260,295 shares; 2026Q1: 327,556 shares; 2026Q2: 351,387 shares 351,387 $37.4M 0.03% +23,831 Timeline