AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,516,349 shares; 2024Q4: 11,593,988 shares; 2025Q1: 11,959,383 shares; 2025Q2: 11,320,083 shares; 2025Q3: 10,572,429 shares; 2025Q4: 9,642,395 shares; 2026Q1: 8,955,368 shares; 2026Q2: 8,527,911 shares 8,527,911 $2.47B 3.1% -427,457 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835,920 shares; 2024Q4: 2,799,586 shares; 2025Q1: 2,959,199 shares; 2025Q2: 2,855,635 shares; 2025Q3: 2,846,025 shares; 2025Q4: 2,727,210 shares; 2026Q1: 2,640,321 shares; 2026Q2: 2,667,178 shares 2,667,178 $2B 2.51% +26,857 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: 11,932,814 shares; 2024Q4: 12,183,255 shares; 2025Q1: 12,790,140 shares; 2025Q2: 12,663,951 shares; 2025Q3: 10,995,345 shares; 2025Q4: 9,817,089 shares; 2026Q1: 9,084,150 shares; 2026Q2: 8,601,787 shares 8,601,787 $1.72B 2.16% -482,363 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: 2,373,065 shares; 2024Q4: 2,425,300 shares; 2025Q1: 2,480,244 shares; 2025Q2: 2,424,153 shares; 2025Q3: 2,272,321 shares; 2025Q4: 1,985,531 shares; 2026Q1: 1,778,951 shares; 2026Q2: 1,663,168 shares 1,663,168 $1.22B 1.54% -115,783 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: 15,856,721 shares; 2024Q4: 16,367,579 shares; 2025Q1: 18,629,538 shares; 2025Q2: 18,733,723 shares; 2025Q3: 17,455,979 shares; 2025Q4: 17,014,674 shares; 2026Q1: 16,771,525 shares; 2026Q2: 16,668,145 shares 16,668,145 $1.19B 1.49% -103,380 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: 1,986,680 shares; 2024Q4: 2,016,362 shares; 2025Q1: 1,961,649 shares; 2025Q2: 1,929,406 shares; 2025Q3: 1,835,700 shares; 2025Q4: 1,736,693 shares; 2026Q1: 1,619,363 shares; 2026Q2: 1,485,119 shares 1,485,119 $1.11B 1.39% -134,244 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: 3,424,495 shares; 2024Q4: 3,522,943 shares; 2025Q1: 3,597,918 shares; 2025Q2: 3,551,280 shares; 2025Q3: 3,360,507 shares; 2025Q4: 3,141,022 shares; 2026Q1: 3,023,558 shares; 2026Q2: 2,877,386 shares 2,877,386 $1.07B 1.35% -146,172 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: 5,181,363 shares; 2024Q4: 5,273,316 shares; 2025Q1: 5,653,382 shares; 2025Q2: 5,462,488 shares; 2025Q3: 5,342,389 shares; 2025Q4: 4,708,627 shares; 2026Q1: 4,395,363 shares; 2026Q2: 4,122,704 shares 4,122,704 $983M 1.24% -272,659 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: 1,342,038 shares; 2024Q4: 1,436,758 shares; 2025Q1: 1,510,438 shares; 2025Q2: 1,504,556 shares; 2025Q3: 1,357,294 shares; 2025Q4: 1,347,386 shares; 2026Q1: 1,329,853 shares; 2026Q2: 1,315,456 shares 1,315,456 $903M 1.14% -14,397 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: 2,095,361 shares; 2024Q4: 2,098,242 shares; 2025Q1: 2,173,269 shares; 2025Q2: 2,104,704 shares; 2025Q3: 2,001,110 shares; 2025Q4: 1,816,152 shares; 2026Q1: 1,719,384 shares; 2026Q2: 6,714,484 shares 6,714,484 $834M 1.05% +4,995,100 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: 1,847,310 shares; 2024Q4: 1,925,536 shares; 2025Q1: 1,856,393 shares; 2025Q2: 1,792,600 shares; 2025Q3: 1,711,815 shares; 2025Q4: 1,651,530 shares; 2026Q1: 1,585,271 shares; 2026Q2: 9,146,871 shares 9,146,871 $788M 0.99% +7,561,600 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: 2,609,651 shares; 2024Q4: 2,679,383 shares; 2025Q1: 2,872,115 shares; 2025Q2: 2,687,832 shares; 2025Q3: 2,467,049 shares; 2025Q4: 2,243,371 shares; 2026Q1: 2,152,226 shares; 2026Q2: 2,048,965 shares 2,048,965 $732M 0.92% -103,261 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: 2,231,817 shares; 2024Q4: 2,287,300 shares; 2025Q1: 2,560,845 shares; 2025Q2: 2,446,455 shares; 2025Q3: 2,551,323 shares; 2025Q4: 2,320,304 shares; 2026Q1: 1,969,033 shares; 2026Q2: 1,920,318 shares 1,920,318 $711M 0.89% -48,715 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: 7,056,545 shares; 2024Q4: 8,065,081 shares; 2025Q1: 9,287,713 shares; 2025Q2: 9,864,666 shares; 2025Q3: 10,957,728 shares; 2025Q4: 12,355,874 shares; 2026Q1: 13,468,007 shares; 2026Q2: 13,667,917 shares 13,667,917 $674M 0.85% +199,910 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: 9,323,101 shares; 2024Q4: 10,261,756 shares; 2025Q1: 11,677,554 shares; 2025Q2: 12,435,851 shares; 2025Q3: 12,707,821 shares; 2025Q4: 13,193,475 shares; 2026Q1: 13,552,564 shares; 2026Q2: 13,948,665 shares 13,948,665 $658M 0.83% +396,101 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: 3,352,387 shares; 2024Q4: 3,511,386 shares; 2025Q1: 3,434,961 shares; 2025Q2: 3,401,789 shares; 2025Q3: 3,284,635 shares; 2025Q4: 2,712,802 shares; 2026Q1: 2,636,976 shares; 2026Q2: 2,722,879 shares 2,722,879 $593M 0.75% +85,903 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: 7,093,495 shares; 2024Q4: 7,766,539 shares; 2025Q1: 7,996,206 shares; 2025Q2: 7,909,389 shares; 2025Q3: 7,555,609 shares; 2025Q4: 7,267,236 shares; 2026Q1: 7,225,477 shares; 2026Q2: 7,235,888 shares 7,235,888 $548M 0.69% +10,411 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: 2,809,801 shares; 2024Q4: 2,877,375 shares; 2025Q1: 3,021,385 shares; 2025Q2: 2,992,420 shares; 2025Q3: 2,838,005 shares; 2025Q4: 2,571,410 shares; 2026Q1: 2,374,070 shares; 2026Q2: 2,302,544 shares 2,302,544 $545M 0.69% -71,526 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: 1,578,262 shares; 2024Q4: 1,576,905 shares; 2025Q1: 1,683,895 shares; 2025Q2: 1,633,771 shares; 2025Q3: 1,598,314 shares; 2025Q4: 1,394,020 shares; 2026Q1: 1,106,935 shares; 2026Q2: 1,070,077 shares 1,070,077 $535M 0.67% -36,858 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: 1,990,351 shares; 2024Q4: 1,960,091 shares; 2025Q1: 2,043,900 shares; 2025Q2: 2,011,638 shares; 2025Q3: 1,875,908 shares; 2025Q4: 1,698,762 shares; 2026Q1: 1,574,283 shares; 2026Q2: 1,483,277 shares 1,483,277 $524M 0.66% -91,006 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: 5,230,868 shares; 2024Q4: 5,640,003 shares; 2025Q1: 6,074,450 shares; 2025Q2: 5,755,413 shares; 2025Q3: 5,518,630 shares; 2025Q4: 5,555,442 shares; 2026Q1: 5,611,798 shares; 2026Q2: 5,668,806 shares 5,668,806 $460M 0.58% +57,008 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: 1,758,155 shares; 2024Q4: 1,766,041 shares; 2025Q1: 1,860,006 shares; 2025Q2: 1,762,557 shares; 2025Q3: 1,617,468 shares; 2025Q4: 1,565,146 shares; 2026Q1: 1,412,005 shares; 2026Q2: 1,338,645 shares 1,338,645 $438M 0.55% -73,360 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: 577,067 shares; 2024Q4: 634,659 shares; 2025Q1: 860,358 shares; 2025Q2: 1,040,109 shares; 2025Q3: 1,087,105 shares; 2025Q4: 1,126,967 shares; 2026Q1: 1,175,381 shares; 2026Q2: 1,422,385 shares 1,422,385 $431M 0.54% +247,004 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: 3,268,241 shares; 2024Q4: 3,386,082 shares; 2025Q1: 3,533,251 shares; 2025Q2: 3,599,847 shares; 2025Q3: 3,220,554 shares; 2025Q4: 2,995,634 shares; 2026Q1: 3,037,160 shares; 2026Q2: 3,084,786 shares 3,084,786 $424M 0.53% +47,626 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: 366,244 shares; 2024Q4: 359,876 shares; 2025Q1: 377,220 shares; 2025Q2: 371,502 shares; 2025Q3: 353,144 shares; 2025Q4: 314,386 shares; 2026Q1: 303,295 shares; 2026Q2: 344,848 shares 344,848 $414M 0.52% +41,553 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: 802,989 shares; 2024Q4: 1,227,015 shares; 2025Q1: 3,750,951 shares; 2025Q2: 4,356,644 shares; 2025Q3: 4,889,690 shares; 2025Q4: 5,124,640 shares; 2026Q1: 6,662,348 shares; 2026Q2: 7,976,865 shares 7,976,865 $406M 0.51% +1,314,517 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: 2,052,806 shares; 2024Q4: 1,966,562 shares; 2025Q1: 2,089,385 shares; 2025Q2: 1,996,421 shares; 2025Q3: 1,861,320 shares; 2025Q4: 1,726,024 shares; 2026Q1: 1,606,242 shares; 2026Q2: 1,601,482 shares 1,601,482 $388M 0.49% -4,760 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: 9,768,593 shares; 2024Q4: 10,282,671 shares; 2025Q1: 9,656,173 shares; 2025Q2: 8,735,571 shares; 2025Q3: 8,634,946 shares; 2025Q4: 7,956,573 shares; 2026Q1: 8,337,551 shares; 2026Q2: 8,368,847 shares 8,368,847 $371M 0.47% +31,296 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: 3,860,464 shares; 2024Q4: 4,101,440 shares; 2025Q1: 4,184,086 shares; 2025Q2: 3,725,028 shares; 2025Q3: 3,446,499 shares; 2025Q4: 3,103,300 shares; 2026Q1: 2,699,487 shares; 2026Q2: 2,474,395 shares 2,474,395 $367M 0.46% -225,092 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: 1,189,430 shares; 2024Q4: 1,212,171 shares; 2025Q1: 1,205,181 shares; 2025Q2: 1,208,729 shares; 2025Q3: 1,128,979 shares; 2025Q4: 1,093,020 shares; 2026Q1: 984,767 shares; 2026Q2: 961,801 shares 961,801 $363M 0.46% -22,966 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: 2,163,842 shares; 2024Q4: 2,343,545 shares; 2025Q1: 2,490,460 shares; 2025Q2: 2,466,280 shares; 2025Q3: 2,372,325 shares; 2025Q4: 2,374,374 shares; 2026Q1: 2,392,901 shares; 2026Q2: 2,266,781 shares 2,266,781 $358M 0.45% -126,120 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: 6,936,994 shares; 2024Q4: 7,046,181 shares; 2025Q1: 7,556,173 shares; 2025Q2: 7,381,487 shares; 2025Q3: 7,159,068 shares; 2025Q4: 6,808,780 shares; 2026Q1: 6,093,454 shares; 2026Q2: 5,908,901 shares 5,908,901 $353M 0.44% -184,553 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: 7,408,663 shares; 2024Q4: 8,592,808 shares; 2025Q1: 8,327,755 shares; 2025Q2: 10,750,500 shares; 2025Q3: 11,413,499 shares; 2025Q4: 11,528,758 shares; 2026Q1: 9,909,885 shares; 2026Q2: 9,477,811 shares 9,477,811 $346M 0.44% -432,074 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: 1,626,295 shares; 2024Q4: 2,030,313 shares; 2025Q1: 2,678,677 shares; 2025Q2: 3,196,272 shares; 2025Q3: 3,512,833 shares; 2025Q4: 4,253,821 shares; 2026Q1: 4,682,652 shares; 2026Q2: 4,912,649 shares 4,912,649 $334M 0.42% +229,997 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: 6,084,219 shares; 2024Q4: 6,236,493 shares; 2025Q1: 6,630,700 shares; 2025Q2: 6,039,307 shares; 2025Q3: 5,796,032 shares; 2025Q4: 5,170,837 shares; 2026Q1: 4,857,647 shares; 2026Q2: 4,313,184 shares 4,313,184 $333M 0.42% -544,463 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: 934,669 shares; 2024Q4: 928,305 shares; 2025Q1: 967,813 shares; 2025Q2: 959,052 shares; 2025Q3: 887,720 shares; 2025Q4: 879,649 shares; 2026Q1: 834,627 shares; 2026Q2: 787,760 shares 787,760 $331M 0.42% -46,867 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: 435,573 shares; 2024Q4: 434,774 shares; 2025Q1: 438,960 shares; 2025Q2: 405,660 shares; 2025Q3: 383,256 shares; 2025Q4: 355,496 shares; 2026Q1: 329,837 shares; 2026Q2: 309,841 shares 309,841 $330M 0.41% -19,996 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: 2,475,873 shares; 2024Q4: 2,481,155 shares; 2025Q1: 2,497,849 shares; 2025Q2: 2,498,366 shares; 2025Q3: 2,392,379 shares; 2025Q4: 2,300,238 shares; 2026Q1: 2,253,574 shares; 2026Q2: 2,218,307 shares 2,218,307 $325M 0.41% -35,267 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: 401,704 shares; 2024Q4: 406,755 shares; 2025Q1: 427,359 shares; 2025Q2: 414,869 shares; 2025Q3: 377,451 shares; 2025Q4: 365,291 shares; 2026Q1: 356,884 shares; 2026Q2: 341,591 shares 341,591 $320M 0.4% -15,293 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: 1,725,286 shares; 2024Q4: 1,677,764 shares; 2025Q1: 1,691,034 shares; 2025Q2: 1,599,742 shares; 2025Q3: 1,456,361 shares; 2025Q4: 1,344,196 shares; 2026Q1: 1,276,418 shares; 2026Q2: 1,249,344 shares 1,249,344 $317M 0.4% -27,074 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: 1,253,846 shares; 2024Q4: 1,269,996 shares; 2025Q1: 1,229,064 shares; 2025Q2: 1,184,471 shares; 2025Q3: 1,153,384 shares; 2025Q4: 1,043,549 shares; 2026Q1: 1,005,627 shares; 2026Q2: 3,928,916 shares 3,928,916 $317M 0.4% +2,923,289 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: 301,415 shares; 2024Q4: 316,605 shares; 2025Q1: 382,240 shares; 2025Q2: 350,996 shares; 2025Q3: 331,463 shares; 2025Q4: 271,179 shares; 2026Q1: 274,368 shares; 2026Q2: 271,845 shares 271,845 $314M 0.39% -2,523 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: 2,070,490 shares; 2024Q4: 2,148,301 shares; 2025Q1: 2,257,427 shares; 2025Q2: 2,194,504 shares; 2025Q3: 2,073,188 shares; 2025Q4: 1,985,396 shares; 2026Q1: 1,865,296 shares; 2026Q2: 1,868,064 shares 1,868,064 $307M 0.39% +2,768 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: 923,317 shares; 2024Q4: 944,773 shares; 2025Q1: 939,989 shares; 2025Q2: 911,498 shares; 2025Q3: 921,311 shares; 2025Q4: 1,865,649 shares; 2026Q1: 1,692,228 shares; 2026Q2: 1,611,687 shares 1,611,687 $307M 0.39% -80,541 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: 4,281,892 shares; 2024Q4: 13,130,560 shares; 2025Q1: 13,496,416 shares; 2025Q2: 12,003,126 shares; 2025Q3: 11,921,137 shares; 2025Q4: 10,008,633 shares; 2026Q1: 9,444,472 shares; 2026Q2: 9,607,085 shares 9,607,085 $305M 0.38% +162,613 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: 2,861,041 shares; 2024Q4: 2,931,626 shares; 2025Q1: 3,110,944 shares; 2025Q2: 3,059,268 shares; 2025Q3: 2,848,492 shares; 2025Q4: 2,861,748 shares; 2026Q1: 2,823,552 shares; 2026Q2: 2,808,282 shares 2,808,282 $302M 0.38% -15,270 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: 947,353 shares; 2024Q4: 980,065 shares; 2025Q1: 1,141,703 shares; 2025Q2: 989,876 shares; 2025Q3: 916,842 shares; 2025Q4: 905,069 shares; 2026Q1: 851,517 shares; 2026Q2: 820,221 shares 820,221 $302M 0.38% -31,296 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: 1,275,012 shares; 2024Q4: 1,296,389 shares; 2025Q1: 6,428,708 shares; 2025Q2: 6,077,404 shares; 2025Q3: 5,722,446 shares; 2025Q4: 5,711,513 shares; 2026Q1: 5,726,102 shares; 2026Q2: 5,895,171 shares 5,895,171 $297M 0.37% +169,069 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: 576,028 shares; 2024Q4: 611,610 shares; 2025Q1: 636,948 shares; 2025Q2: 658,953 shares; 2025Q3: 593,570 shares; 2025Q4: 571,480 shares; 2026Q1: 534,816 shares; 2026Q2: 512,963 shares 512,963 $289M 0.36% -21,853 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: 1,063,389 shares; 2024Q4: 1,124,300 shares; 2025Q1: 1,126,991 shares; 2025Q2: 1,099,191 shares; 2025Q3: 1,050,178 shares; 2025Q4: 996,236 shares; 2026Q1: 980,879 shares; 2026Q2: 950,658 shares 950,658 $288M 0.36% -30,221 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: 2,495,954 shares; 2024Q4: 2,494,768 shares; 2025Q1: 2,588,050 shares; 2025Q2: 2,460,657 shares; 2025Q3: 2,243,159 shares; 2025Q4: 2,154,840 shares; 2026Q1: 2,086,375 shares; 2026Q2: 2,028,659 shares 2,028,659 $277M 0.35% -57,716 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: 2,942,603 shares; 2024Q4: 3,079,875 shares; 2025Q1: 3,561,043 shares; 2025Q2: 3,566,216 shares; 2025Q3: 3,515,790 shares; 2025Q4: 3,178,400 shares; 2026Q1: 2,849,680 shares; 2026Q2: 2,845,616 shares 2,845,616 $275M 0.35% -4,064 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: 1,235,760 shares; 2024Q4: 1,276,437 shares; 2025Q1: 1,711,087 shares; 2025Q2: 1,343,710 shares; 2025Q3: 1,079,375 shares; 2025Q4: 1,071,458 shares; 2026Q1: 1,206,911 shares; 2026Q2: 1,272,576 shares 1,272,576 $271M 0.34% +65,665 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: 751,636 shares; 2024Q4: 835,702 shares; 2025Q1: 1,308,390 shares; 2025Q2: 2,263,280 shares; 2025Q3: 4,109,577 shares; 2025Q4: 4,862,451 shares; 2026Q1: 6,088,056 shares; 2026Q2: 6,707,611 shares 6,707,611 $269M 0.34% +619,555 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: 665,798 shares; 2024Q4: 674,009 shares; 2025Q1: 731,966 shares; 2025Q2: 630,534 shares; 2025Q3: 657,578 shares; 2025Q4: 538,623 shares; 2026Q1: 531,176 shares; 2026Q2: 457,923 shares 457,923 $266M 0.33% -73,253 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: 2,054,868 shares; 2024Q4: 2,206,093 shares; 2025Q1: 2,301,287 shares; 2025Q2: 2,342,774 shares; 2025Q3: 2,172,184 shares; 2025Q4: 1,984,206 shares; 2026Q1: 2,014,742 shares; 2026Q2: 2,046,952 shares 2,046,952 $262M 0.33% +32,210 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: 1,224,083 shares; 2024Q4: 1,223,526 shares; 2025Q1: 1,263,640 shares; 2025Q2: 1,204,834 shares; 2025Q3: 1,130,248 shares; 2025Q4: 1,037,482 shares; 2026Q1: 1,000,714 shares; 2026Q2: 975,105 shares 975,105 $245M 0.31% -25,609 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: 1,633,062 shares; 2024Q4: 1,679,168 shares; 2025Q1: 985,725 shares; 2025Q2: 937,852 shares; 2025Q3: 938,911 shares; 2025Q4: 880,113 shares; 2026Q1: 916,739 shares; 2026Q2: 828,066 shares 828,066 $241M 0.3% -88,673 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: 3,062,509 shares; 2024Q4: 3,238,078 shares; 2025Q1: 3,849,591 shares; 2025Q2: 3,847,359 shares; 2025Q3: 3,517,051 shares; 2025Q4: 3,538,226 shares; 2026Q1: 3,206,296 shares; 2026Q2: 3,104,618 shares 3,104,618 $234M 0.29% -101,678 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: 3,384,268 shares; 2024Q4: 3,904,641 shares; 2025Q1: 4,852,845 shares; 2025Q2: 5,013,064 shares; 2025Q3: 5,113,876 shares; 2025Q4: 5,399,474 shares; 2026Q1: 5,560,105 shares; 2026Q2: 5,512,320 shares 5,512,320 $233M 0.29% -47,785 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: 2,379,142 shares; 2024Q4: 3,049,607 shares; 2025Q1: 3,332,350 shares; 2025Q2: 3,620,174 shares; 2025Q3: 4,373,035 shares; 2025Q4: 4,895,618 shares; 2026Q1: 4,885,442 shares; 2026Q2: 5,113,836 shares 5,113,836 $233M 0.29% +228,394 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: 2,799,751 shares; 2024Q4: 2,830,529 shares; 2025Q1: 2,919,436 shares; 2025Q2: 2,753,826 shares; 2025Q3: 2,461,028 shares; 2025Q4: 2,182,918 shares; 2026Q1: 2,055,814 shares; 2026Q2: 1,988,933 shares 1,988,933 $225M 0.28% -66,881 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: 925,353 shares; 2024Q4: 999,059 shares; 2025Q1: 1,119,046 shares; 2025Q2: 1,112,628 shares; 2025Q3: 1,024,838 shares; 2025Q4: 1,084,807 shares; 2026Q1: 1,039,283 shares; 2026Q2: 976,621 shares 976,621 $222M 0.28% -62,662 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: 1,744,381 shares; 2024Q4: 1,799,604 shares; 2025Q1: 1,939,900 shares; 2025Q2: 1,984,988 shares; 2025Q3: 1,629,012 shares; 2025Q4: 1,355,327 shares; 2026Q1: 1,340,055 shares; 2026Q2: 1,008,946 shares 1,008,946 $221M 0.28% -331,109 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: 3,665,017 shares; 2024Q4: 4,124,862 shares; 2025Q1: 4,903,295 shares; 2025Q2: 5,091,909 shares; 2025Q3: 4,756,077 shares; 2025Q4: 4,255,018 shares; 2026Q1: 4,364,248 shares; 2026Q2: 3,912,766 shares 3,912,766 $221M 0.28% -451,482 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: 3,015,876 shares; 2024Q4: 3,425,021 shares; 2025Q1: 4,934,474 shares; 2025Q2: 4,262,710 shares; 2025Q3: 4,993,270 shares; 2025Q4: 5,233,638 shares; 2026Q1: 5,282,649 shares; 2026Q2: 5,291,530 shares 5,291,530 $217M 0.27% +8,881 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: 2,921,861 shares; 2024Q4: 2,993,392 shares; 2025Q1: 3,111,051 shares; 2025Q2: 3,127,945 shares; 2025Q3: 2,870,800 shares; 2025Q4: 2,896,433 shares; 2026Q1: 2,847,873 shares; 2026Q2: 2,777,145 shares 2,777,145 $216M 0.27% -70,728 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: 1,604,234 shares; 2024Q4: 1,594,252 shares; 2025Q1: 1,626,188 shares; 2025Q2: 1,602,451 shares; 2025Q3: 1,303,963 shares; 2025Q4: 1,201,914 shares; 2026Q1: 1,290,599 shares; 2026Q2: 1,288,810 shares 1,288,810 $212M 0.27% -1,789 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: 1,708,929 shares; 2024Q4: 1,776,990 shares; 2025Q1: 1,856,447 shares; 2025Q2: 1,748,031 shares; 2025Q3: 1,614,276 shares; 2025Q4: 1,468,047 shares; 2026Q1: 1,493,732 shares; 2026Q2: 1,436,536 shares 1,436,536 $211M 0.26% -57,196 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,272,869 shares; 2025Q2: 6,529,679 shares; 2025Q3: 6,599,782 shares; 2025Q4: 6,630,122 shares; 2026Q1: 6,198,695 shares; 2026Q2: 6,239,920 shares 6,239,920 $208M 0.26% +41,225 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: 1,663,786 shares; 2024Q4: 1,721,452 shares; 2025Q1: 1,897,130 shares; 2025Q2: 1,662,524 shares; 2025Q3: 1,619,878 shares; 2025Q4: 1,625,592 shares; 2026Q1: 1,512,309 shares; 2026Q2: 1,736,874 shares 1,736,874 $207M 0.26% +224,565 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: 1,735,336 shares; 2024Q4: 2,075,752 shares; 2025Q1: 2,743,400 shares; 2025Q2: 2,859,312 shares; 2025Q3: 2,783,385 shares; 2025Q4: 2,872,597 shares; 2026Q1: 3,122,679 shares; 2026Q2: 3,290,625 shares 3,290,625 $202M 0.25% +167,946 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: 806,928 shares; 2024Q4: 808,814 shares; 2025Q1: 841,887 shares; 2025Q2: 795,929 shares; 2025Q3: 766,608 shares; 2025Q4: 705,386 shares; 2026Q1: 630,916 shares; 2026Q2: 585,985 shares 585,985 $201M 0.25% -44,931 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: 2,345,215 shares; 2024Q4: 2,748,964 shares; 2025Q1: 3,183,195 shares; 2025Q2: 3,415,953 shares; 2025Q3: 3,659,263 shares; 2025Q4: 3,933,197 shares; 2026Q1: 4,252,916 shares; 2026Q2: 4,446,114 shares 4,446,114 $198M 0.25% +193,198 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780,942 shares; 2024Q4: 781,459 shares; 2025Q1: 744,404 shares; 2025Q2: 660,567 shares; 2025Q3: 718,643 shares; 2025Q4: 647,184 shares; 2026Q1: 667,376 shares; 2026Q2: 668,463 shares 668,463 $191M 0.24% +1,087 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: 1,925,306 shares; 2024Q4: 1,967,897 shares; 2025Q1: 2,258,065 shares; 2025Q2: 2,436,195 shares; 2025Q3: 2,403,633 shares; 2025Q4: 2,826,773 shares; 2026Q1: 2,617,742 shares; 2026Q2: 2,291,073 shares 2,291,073 $190M 0.24% -326,669 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: 340,434 shares; 2024Q4: 343,463 shares; 2025Q1: 358,202 shares; 2025Q2: 358,786 shares; 2025Q3: 318,170 shares; 2025Q4: 300,552 shares; 2026Q1: 267,841 shares; 2026Q2: 260,004 shares 260,004 $188M 0.24% -7,837 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: 2,687,079 shares; 2024Q4: 2,684,137 shares; 2025Q1: 2,711,074 shares; 2025Q2: 2,636,978 shares; 2025Q3: 2,417,279 shares; 2025Q4: 2,227,788 shares; 2026Q1: 2,191,696 shares; 2026Q2: 2,129,512 shares 2,129,512 $187M 0.24% -62,184 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: 684,689 shares; 2024Q4: 685,249 shares; 2025Q1: 696,688 shares; 2025Q2: 672,424 shares; 2025Q3: 637,798 shares; 2025Q4: 594,930 shares; 2026Q1: 565,683 shares; 2026Q2: 527,320 shares 527,320 $186M 0.23% -38,363 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: 220,099 shares; 2024Q4: 224,272 shares; 2025Q1: 223,550 shares; 2025Q2: 229,419 shares; 2025Q3: 213,977 shares; 2025Q4: 208,513 shares; 2026Q1: 193,577 shares; 2026Q2: 1,534,304 shares 1,534,304 $183M 0.23% +1,340,727 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: 607,550 shares; 2024Q4: 1,262,696 shares; 2025Q1: 2,380,869 shares; 2025Q2: 3,520,372 shares; 2025Q3: 3,109,974 shares; 2025Q4: 4,141,753 shares; 2026Q1: 4,020,193 shares; 2026Q2: 4,171,069 shares 4,171,069 $182M 0.23% +150,876 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: 396,301 shares; 2024Q4: 427,370 shares; 2025Q1: 1,076,711 shares; 2025Q2: 1,112,693 shares; 2025Q3: 1,095,810 shares; 2025Q4: 1,108,221 shares; 2026Q1: 1,353,972 shares; 2026Q2: 1,412,717 shares 1,412,717 $181M 0.23% +58,745 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: 1,871,034 shares; 2024Q4: 2,233,085 shares; 2025Q1: 2,662,363 shares; 2025Q2: 2,892,574 shares; 2025Q3: 2,839,435 shares; 2025Q4: 2,777,017 shares; 2026Q1: 2,901,363 shares; 2026Q2: 2,910,411 shares 2,910,411 $181M 0.23% +9,048 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: 2,768,581 shares; 2024Q4: 3,114,014 shares; 2025Q1: 3,438,466 shares; 2025Q2: 3,348,866 shares; 2025Q3: 2,959,267 shares; 2025Q4: 3,034,654 shares; 2026Q1: 2,970,185 shares; 2026Q2: 2,987,353 shares 2,987,353 $180M 0.23% +17,168 Timeline FSMD 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: 1,476,600 shares; 2024Q4: 1,750,856 shares; 2025Q1: 1,830,636 shares; 2025Q2: 2,208,276 shares; 2025Q3: 2,571,529 shares; 2025Q4: 3,052,013 shares; 2026Q1: 3,300,116 shares; 2026Q2: 3,396,903 shares 3,396,903 $180M 0.23% +96,787 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: 5,261,767 shares; 2024Q4: 5,374,353 shares; 2025Q1: 5,601,002 shares; 2025Q2: 5,116,878 shares; 2025Q3: 3,778,698 shares; 2025Q4: 3,318,661 shares; 2026Q1: 3,029,150 shares; 2026Q2: 2,866,315 shares 2,866,315 $178M 0.22% -162,835 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: 1,975,379 shares; 2024Q4: 1,857,277 shares; 2025Q1: 2,281,427 shares; 2025Q2: 1,920,386 shares; 2025Q3: 2,221,616 shares; 2025Q4: 1,746,686 shares; 2026Q1: 1,782,280 shares; 2026Q2: 1,800,481 shares 1,800,481 $178M 0.22% +18,201 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: 2,159,424 shares; 2024Q4: 2,126,594 shares; 2025Q1: 2,185,595 shares; 2025Q2: 2,202,341 shares; 2025Q3: 2,036,321 shares; 2025Q4: 1,995,478 shares; 2026Q1: 1,906,795 shares; 2026Q2: 1,816,713 shares 1,816,713 $175M 0.22% -90,082 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: 1,319,178 shares; 2024Q4: 1,313,997 shares; 2025Q1: 1,329,793 shares; 2025Q2: 1,251,367 shares; 2025Q3: 1,217,281 shares; 2025Q4: 1,116,614 shares; 2026Q1: 1,096,620 shares; 2026Q2: 1,042,090 shares 1,042,090 $173M 0.22% -54,530 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: 2,088,510 shares; 2024Q4: 2,058,418 shares; 2025Q1: 2,128,016 shares; 2025Q2: 2,045,560 shares; 2025Q3: 1,797,535 shares; 2025Q4: 1,670,166 shares; 2026Q1: 1,631,338 shares; 2026Q2: 1,447,536 shares 1,447,536 $170M 0.21% -183,802 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: 1,017,466 shares; 2024Q4: 1,129,927 shares; 2025Q1: 1,183,395 shares; 2025Q2: 1,434,332 shares; 2025Q3: 1,293,536 shares; 2025Q4: 1,442,448 shares; 2026Q1: 1,569,302 shares; 2026Q2: 1,715,615 shares 1,715,615 $169M 0.21% +146,313 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: 859,435 shares; 2024Q4: 873,105 shares; 2025Q1: 945,244 shares; 2025Q2: 764,124 shares; 2025Q3: 709,865 shares; 2025Q4: 720,720 shares; 2026Q1: 669,765 shares; 2026Q2: 669,449 shares 669,449 $169M 0.21% -316 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267,189 shares; 2024Q4: 1,331,241 shares; 2025Q1: 1,409,461 shares; 2025Q2: 1,540,685 shares; 2025Q3: 1,380,862 shares; 2025Q4: 1,444,888 shares; 2026Q1: 1,492,477 shares; 2026Q2: 1,580,126 shares 1,580,126 $168M 0.21% +87,649 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: 506,425 shares; 2024Q4: 498,369 shares; 2025Q1: 512,820 shares; 2025Q2: 487,785 shares; 2025Q3: 479,151 shares; 2025Q4: 449,381 shares; 2026Q1: 432,478 shares; 2026Q2: 425,316 shares 425,316 $168M 0.21% -7,162 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: 932,468 shares; 2024Q4: 920,007 shares; 2025Q1: 942,986 shares; 2025Q2: 905,799 shares; 2025Q3: 830,140 shares; 2025Q4: 792,632 shares; 2026Q1: 793,547 shares; 2026Q2: 756,672 shares 756,672 $167M 0.21% -36,875 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: 5,702,093 shares; 2024Q4: 6,026,546 shares; 2025Q1: 5,083,408 shares; 2025Q2: 4,933,976 shares; 2025Q3: 4,817,439 shares; 2025Q4: 4,080,963 shares; 2026Q1: 4,323,741 shares; 2026Q2: 4,450,159 shares 4,450,159 $164M 0.21% +126,418 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: 700,125 shares; 2024Q4: 711,867 shares; 2025Q1: 710,166 shares; 2025Q2: 700,355 shares; 2025Q3: 664,365 shares; 2025Q4: 617,905 shares; 2026Q1: 602,126 shares; 2026Q2: 567,549 shares 567,549 $160M 0.2% -34,577 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: 2,092,088 shares; 2024Q4: 2,702,167 shares; 2025Q1: 2,929,195 shares; 2025Q2: 2,890,125 shares; 2025Q3: 3,384,431 shares; 2025Q4: 3,554,684 shares; 2026Q1: 3,455,328 shares; 2026Q2: 3,647,508 shares 3,647,508 $157M 0.2% +192,180 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487,960 shares; 2024Q4: 2,794,682 shares; 2025Q1: 3,497,740 shares; 2025Q2: 3,537,702 shares; 2025Q3: 2,840,778 shares; 2025Q4: 3,329,851 shares; 2026Q1: 3,544,557 shares; 2026Q2: 3,733,082 shares 3,733,082 $156M 0.2% +188,525 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: 640,305 shares; 2024Q4: 921,565 shares; 2025Q1: 1,120,684 shares; 2025Q2: 1,267,668 shares; 2025Q3: 1,396,195 shares; 2025Q4: 2,304,251 shares; 2026Q1: 3,171,245 shares; 2026Q2: 3,848,941 shares 3,848,941 $156M 0.2% +677,696 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: 580,403 shares; 2024Q4: 900,725 shares; 2025Q1: 1,420,093 shares; 2025Q2: 2,517,266 shares; 2025Q3: 2,748,419 shares; 2025Q4: 3,283,916 shares; 2026Q1: 3,258,422 shares; 2026Q2: 3,608,748 shares 3,608,748 $156M 0.2% +350,326 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: 1,126,247 shares; 2024Q4: 1,241,415 shares; 2025Q1: 1,364,819 shares; 2025Q2: 1,413,400 shares; 2025Q3: 1,524,632 shares; 2025Q4: 1,636,548 shares; 2026Q1: 1,786,518 shares; 2026Q2: 1,889,756 shares 1,889,756 $156M 0.2% +103,238 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: 1,009,394 shares; 2024Q4: 1,006,459 shares; 2025Q1: 1,054,495 shares; 2025Q2: 994,308 shares; 2025Q3: 935,798 shares; 2025Q4: 865,307 shares; 2026Q1: 827,901 shares; 2026Q2: 820,485 shares 820,485 $156M 0.2% -7,416 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: 333,765 shares; 2024Q4: 359,290 shares; 2025Q1: 400,207 shares; 2025Q2: 424,358 shares; 2025Q3: 403,110 shares; 2025Q4: 367,362 shares; 2026Q1: 343,464 shares; 2026Q2: 325,498 shares 325,498 $155M 0.2% -17,966 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: 226,732 shares; 2024Q4: 234,645 shares; 2025Q1: 230,679 shares; 2025Q2: 278,397 shares; 2025Q3: 280,094 shares; 2025Q4: 240,689 shares; 2026Q1: 230,814 shares; 2026Q2: 241,515 shares 241,515 $155M 0.19% +10,701 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: 1,334,668 shares; 2024Q4: 1,357,596 shares; 2025Q1: 1,418,831 shares; 2025Q2: 1,189,933 shares; 2025Q3: 1,150,148 shares; 2025Q4: 1,051,235 shares; 2026Q1: 776,775 shares; 2026Q2: 809,815 shares 809,815 $152M 0.19% +33,040 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: 577,916 shares; 2025Q3: 1,641,956 shares; 2025Q4: 2,467,105 shares; 2026Q1: 2,775,736 shares; 2026Q2: 2,881,912 shares 2,881,912 $152M 0.19% +106,176 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: 1,308,352 shares; 2024Q4: 1,326,036 shares; 2025Q1: 1,334,260 shares; 2025Q2: 1,422,409 shares; 2025Q3: 1,437,310 shares; 2025Q4: 1,366,671 shares; 2026Q1: 1,508,300 shares; 2026Q2: 1,571,026 shares 1,571,026 $150M 0.19% +62,726 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: 88,405 shares; 2024Q4: 96,376 shares; 2025Q1: 112,821 shares; 2025Q2: 130,121 shares; 2025Q3: 131,789 shares; 2025Q4: 129,848 shares; 2026Q1: 129,041 shares; 2026Q2: 126,926 shares 126,926 $149M 0.19% -2,115 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: 3,931,374 shares; 2024Q4: 3,542,446 shares; 2025Q1: 3,537,904 shares; 2025Q2: 3,223,798 shares; 2025Q3: 3,110,980 shares; 2025Q4: 3,121,715 shares; 2026Q1: 2,965,747 shares; 2026Q2: 3,207,478 shares 3,207,478 $148M 0.19% +241,731 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510,779 shares; 2024Q4: 1,505,318 shares; 2025Q1: 1,483,192 shares; 2025Q2: 1,498,783 shares; 2025Q3: 1,370,829 shares; 2025Q4: 1,308,199 shares; 2026Q1: 1,222,577 shares; 2026Q2: 1,149,713 shares 1,149,713 $148M 0.19% -72,864 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: 2,608,167 shares; 2024Q4: 2,678,333 shares; 2025Q1: 2,713,443 shares; 2025Q2: 2,810,643 shares; 2025Q3: 2,863,825 shares; 2025Q4: 3,013,264 shares; 2026Q1: 2,535,887 shares; 2026Q2: 2,717,237 shares 2,717,237 $147M 0.18% +181,350 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: 1,453,575 shares; 2024Q4: 1,597,201 shares; 2025Q1: 1,571,354 shares; 2025Q2: 1,755,061 shares; 2025Q3: 1,655,215 shares; 2025Q4: 1,460,666 shares; 2026Q1: 1,378,127 shares; 2026Q2: 1,255,449 shares 1,255,449 $146M 0.18% -122,678 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: 3,016,208 shares; 2024Q4: 2,970,411 shares; 2025Q1: 3,098,803 shares; 2025Q2: 2,961,691 shares; 2025Q3: 2,896,909 shares; 2025Q4: 2,779,198 shares; 2026Q1: 2,624,172 shares; 2026Q2: 2,562,718 shares 2,562,718 $146M 0.18% -61,454 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: 719,872 shares; 2024Q4: 688,137 shares; 2025Q1: 665,510 shares; 2025Q2: 727,329 shares; 2025Q3: 648,123 shares; 2025Q4: 634,007 shares; 2026Q1: 571,366 shares; 2026Q2: 571,603 shares 571,603 $146M 0.18% +237 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: 2,844,818 shares; 2024Q4: 2,999,600 shares; 2025Q1: 3,088,570 shares; 2025Q2: 3,019,329 shares; 2025Q3: 2,921,859 shares; 2025Q4: 2,836,967 shares; 2026Q1: 2,975,969 shares; 2026Q2: 2,768,665 shares 2,768,665 $145M 0.18% -207,304 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: 701,584 shares; 2024Q4: 780,002 shares; 2025Q1: 690,353 shares; 2025Q2: 552,746 shares; 2025Q3: 571,332 shares; 2025Q4: 520,588 shares; 2026Q1: 476,482 shares; 2026Q2: 481,661 shares 481,661 $145M 0.18% +5,179 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: 487,435 shares; 2025Q1: 446,583 shares; 2025Q2: 514,099 shares; 2025Q3: 426,094 shares; 2025Q4: 449,917 shares; 2026Q1: 389,021 shares; 2026Q2: 332,659 shares 332,659 $144M 0.18% -56,362 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: 1,517,101 shares; 2024Q4: 1,482,528 shares; 2025Q1: 1,540,752 shares; 2025Q2: 1,560,204 shares; 2025Q3: 1,623,206 shares; 2025Q4: 1,647,797 shares; 2026Q1: 1,618,530 shares; 2026Q2: 1,681,317 shares 1,681,317 $141M 0.18% +62,787 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: 404,294 shares; 2024Q4: 382,017 shares; 2025Q1: 394,028 shares; 2025Q2: 413,879 shares; 2025Q3: 402,433 shares; 2025Q4: 388,475 shares; 2026Q1: 376,324 shares; 2026Q2: 371,949 shares 371,949 $139M 0.17% -4,375 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918,168 shares; 2024Q4: 2,000,482 shares; 2025Q1: 1,700,295 shares; 2025Q2: 1,858,642 shares; 2025Q3: 1,668,262 shares; 2025Q4: 1,688,926 shares; 2026Q1: 1,817,727 shares; 2026Q2: 1,838,594 shares 1,838,594 $135M 0.17% +20,867 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: 284,454 shares; 2024Q4: 584,877 shares; 2025Q1: 585,380 shares; 2025Q2: 551,340 shares; 2025Q3: 541,945 shares; 2025Q4: 497,062 shares; 2026Q1: 450,103 shares; 2026Q2: 393,520 shares 393,520 $134M 0.17% -56,583 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: 639,545 shares; 2024Q4: 714,644 shares; 2025Q1: 748,249 shares; 2025Q2: 665,646 shares; 2025Q3: 589,386 shares; 2025Q4: 585,914 shares; 2026Q1: 563,135 shares; 2026Q2: 550,938 shares 550,938 $134M 0.17% -12,197 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: 1,073,457 shares; 2024Q4: 1,103,945 shares; 2025Q1: 1,112,558 shares; 2025Q2: 1,039,685 shares; 2025Q3: 966,738 shares; 2025Q4: 932,453 shares; 2026Q1: 894,629 shares; 2026Q2: 873,659 shares 873,659 $133M 0.17% -20,970 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813,237 shares; 2024Q4: 2,849,421 shares; 2025Q1: 2,845,827 shares; 2025Q2: 2,853,870 shares; 2025Q3: 2,478,115 shares; 2025Q4: 2,328,990 shares; 2026Q1: 1,847,399 shares; 2026Q2: 1,746,363 shares 1,746,363 $133M 0.17% -101,036 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: 889,024 shares; 2024Q4: 1,232,842 shares; 2025Q1: 1,821,751 shares; 2025Q2: 1,818,806 shares; 2025Q3: 2,061,754 shares; 2025Q4: 2,757,985 shares; 2026Q1: 3,242,044 shares; 2026Q2: 3,483,547 shares 3,483,547 $132M 0.17% +241,503 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: 1,220,840 shares; 2024Q4: 1,331,128 shares; 2025Q1: 1,407,179 shares; 2025Q2: 1,484,953 shares; 2025Q3: 1,575,189 shares; 2025Q4: 1,650,911 shares; 2026Q1: 1,684,483 shares; 2026Q2: 2,167,693 shares 2,167,693 $132M 0.17% +483,210 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: 1,701,652 shares; 2024Q4: 1,823,544 shares; 2025Q1: 1,862,626 shares; 2025Q2: 1,806,550 shares; 2025Q3: 1,783,978 shares; 2025Q4: 1,754,077 shares; 2026Q1: 1,742,004 shares; 2026Q2: 1,748,863 shares 1,748,863 $131M 0.16% +6,859 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: 1,075,704 shares; 2024Q4: 1,094,495 shares; 2025Q1: 1,164,961 shares; 2025Q2: 1,226,641 shares; 2025Q3: 1,273,415 shares; 2025Q4: 1,308,830 shares; 2026Q1: 1,652,947 shares; 2026Q2: 1,591,766 shares 1,591,766 $130M 0.16% -61,181 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: 918,289 shares; 2024Q4: 1,048,412 shares; 2025Q1: 1,159,497 shares; 2025Q2: 1,396,513 shares; 2025Q3: 1,439,300 shares; 2025Q4: 1,255,872 shares; 2026Q1: 1,360,992 shares; 2026Q2: 1,467,006 shares 1,467,006 $129M 0.16% +106,014 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: 4,466,483 shares; 2024Q4: 4,461,028 shares; 2025Q1: 4,554,576 shares; 2025Q2: 4,295,936 shares; 2025Q3: 4,024,014 shares; 2025Q4: 3,792,721 shares; 2026Q1: 3,536,665 shares; 2026Q2: 3,017,653 shares 3,017,653 $128M 0.16% -519,012 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124,821 shares; 2024Q4: 1,251,973 shares; 2025Q1: 1,265,518 shares; 2025Q2: 1,419,678 shares; 2025Q3: 1,405,129 shares; 2025Q4: 1,353,796 shares; 2026Q1: 1,251,791 shares; 2026Q2: 1,235,916 shares 1,235,916 $128M 0.16% -15,875 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: 242,399 shares; 2024Q4: 254,098 shares; 2025Q1: 230,496 shares; 2025Q2: 245,052 shares; 2025Q3: 253,397 shares; 2025Q4: 269,157 shares; 2026Q1: 187,658 shares; 2026Q2: 189,914 shares 189,914 $125M 0.16% +2,256 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: 1,588,175 shares; 2024Q4: 1,382,713 shares; 2025Q1: 1,363,328 shares; 2025Q2: 1,239,771 shares; 2025Q3: 1,034,766 shares; 2025Q4: 921,341 shares; 2026Q1: 961,372 shares; 2026Q2: 880,369 shares 880,369 $123M 0.15% -81,003 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 4,300,289 shares 4,300,289 $123M 0.15% new 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: 951,370 shares; 2024Q4: 3,918,674 shares; 2025Q1: 4,083,199 shares; 2025Q2: 4,863,412 shares; 2025Q3: 4,955,408 shares; 2025Q4: 3,860,376 shares; 2026Q1: 3,697,872 shares; 2026Q2: 3,627,963 shares 3,627,963 $123M 0.15% -69,909 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: 572,173 shares; 2024Q4: 577,815 shares; 2025Q1: 592,094 shares; 2025Q2: 564,287 shares; 2025Q3: 503,642 shares; 2025Q4: 477,998 shares; 2026Q1: 463,572 shares; 2026Q2: 446,538 shares 446,538 $121M 0.15% -17,034 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: 404,401 shares; 2024Q4: 402,007 shares; 2025Q1: 396,056 shares; 2025Q2: 395,745 shares; 2025Q3: 399,268 shares; 2025Q4: 389,535 shares; 2026Q1: 383,260 shares; 2026Q2: 344,334 shares 344,334 $118M 0.15% -38,926 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: 2,228,696 shares; 2024Q4: 2,195,450 shares; 2025Q1: 2,109,212 shares; 2025Q2: 1,799,219 shares; 2025Q3: 1,552,751 shares; 2025Q4: 1,369,181 shares; 2026Q1: 1,343,881 shares; 2026Q2: 1,130,118 shares 1,130,118 $117M 0.15% -213,763 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: 833,916 shares; 2024Q4: 1,667,449 shares; 2025Q1: 1,991,298 shares; 2025Q2: 1,749,825 shares; 2025Q3: 1,600,728 shares; 2025Q4: 2,225,336 shares; 2026Q1: 2,244,419 shares; 2026Q2: 2,419,327 shares 2,419,327 $117M 0.15% +174,908 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: 913,405 shares; 2024Q4: 1,060,208 shares; 2025Q1: 2,028,866 shares; 2025Q2: 2,053,712 shares; 2025Q3: 2,074,342 shares; 2025Q4: 2,351,730 shares; 2026Q1: 2,309,487 shares; 2026Q2: 2,291,481 shares 2,291,481 $114M 0.14% -18,006 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: 387,356 shares; 2024Q4: 399,234 shares; 2025Q1: 416,417 shares; 2025Q2: 411,795 shares; 2025Q3: 374,128 shares; 2025Q4: 337,407 shares; 2026Q1: 319,923 shares; 2026Q2: 309,478 shares 309,478 $112M 0.14% -10,445 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: 227,656 shares; 2024Q4: 242,013 shares; 2025Q1: 245,880 shares; 2025Q2: 260,501 shares; 2025Q3: 245,650 shares; 2025Q4: 223,453 shares; 2026Q1: 207,535 shares; 2026Q2: 214,385 shares 214,385 $112M 0.14% +6,850 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: 899,145 shares; 2024Q4: 953,296 shares; 2025Q1: 1,026,114 shares; 2025Q2: 1,007,914 shares; 2025Q3: 994,882 shares; 2025Q4: 900,720 shares; 2026Q1: 952,248 shares; 2026Q2: 889,271 shares 889,271 $111M 0.14% -62,977 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: 2,989,928 shares; 2024Q4: 3,192,323 shares; 2025Q1: 3,023,097 shares; 2025Q2: 2,939,691 shares; 2025Q3: 2,796,039 shares; 2025Q4: 2,860,709 shares; 2026Q1: 3,022,310 shares; 2026Q2: 3,203,093 shares 3,203,093 $111M 0.14% +180,783 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: 276,937 shares; 2024Q4: 275,792 shares; 2025Q1: 253,452 shares; 2025Q2: 245,656 shares; 2025Q3: 233,185 shares; 2025Q4: 216,411 shares; 2026Q1: 198,518 shares; 2026Q2: 214,090 shares 214,090 $110M 0.14% +15,572 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: 188,217 shares; 2024Q4: 191,006 shares; 2025Q1: 185,451 shares; 2025Q2: 195,574 shares; 2025Q3: 162,608 shares; 2025Q4: 150,164 shares; 2026Q1: 141,360 shares; 2026Q2: 143,744 shares 143,744 $110M 0.14% +2,384 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: 1,061,023 shares; 2024Q4: 1,332,957 shares; 2025Q1: 1,475,934 shares; 2025Q2: 1,565,424 shares; 2025Q3: 1,632,806 shares; 2025Q4: 1,755,694 shares; 2026Q1: 2,349,154 shares; 2026Q2: 2,631,810 shares 2,631,810 $109M 0.14% +282,656 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: 1,117,887 shares; 2024Q4: 1,194,776 shares; 2025Q1: 1,273,426 shares; 2025Q2: 1,021,295 shares; 2025Q3: 967,085 shares; 2025Q4: 959,334 shares; 2026Q1: 945,078 shares; 2026Q2: 948,076 shares 948,076 $107M 0.13% +2,998 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: 331,766 shares; 2024Q4: 392,645 shares; 2025Q1: 698,028 shares; 2025Q2: 881,490 shares; 2025Q3: 763,574 shares; 2025Q4: 759,448 shares; 2026Q1: 806,482 shares; 2026Q2: 832,552 shares 832,552 $106M 0.13% +26,070 Timeline FELV 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: 964,752 shares; 2024Q4: 1,159,856 shares; 2025Q1: 1,406,520 shares; 2025Q2: 1,727,871 shares; 2025Q3: 1,804,538 shares; 2025Q4: 1,814,387 shares; 2026Q1: 2,004,903 shares; 2026Q2: 2,652,906 shares 2,652,906 $106M 0.13% +648,003 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: 1,738,622 shares; 2024Q4: 1,811,715 shares; 2025Q1: 2,095,913 shares; 2025Q2: 2,449,966 shares; 2025Q3: 1,941,637 shares; 2025Q4: 1,770,458 shares; 2026Q1: 1,813,703 shares; 2026Q2: 2,080,200 shares 2,080,200 $105M 0.13% +266,497 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: 612,345 shares; 2024Q4: 626,852 shares; 2025Q1: 715,181 shares; 2025Q2: 727,626 shares; 2025Q3: 668,335 shares; 2025Q4: 641,911 shares; 2026Q1: 686,678 shares; 2026Q2: 708,534 shares 708,534 $104M 0.13% +21,856 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: 884,668 shares; 2024Q4: 889,207 shares; 2025Q1: 971,283 shares; 2025Q2: 1,021,316 shares; 2025Q3: 1,098,197 shares; 2025Q4: 1,172,628 shares; 2026Q1: 1,152,045 shares; 2026Q2: 1,153,710 shares 1,153,710 $104M 0.13% +1,665 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: 1,710,892 shares; 2024Q4: 1,719,907 shares; 2025Q1: 1,686,234 shares; 2025Q2: 1,635,634 shares; 2025Q3: 1,513,769 shares; 2025Q4: 1,346,134 shares; 2026Q1: 1,320,820 shares; 2026Q2: 1,269,440 shares 1,269,440 $103M 0.13% -51,380 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: 206,027 shares; 2024Q4: 333,799 shares; 2025Q1: 355,082 shares; 2025Q2: 355,181 shares; 2025Q3: 360,382 shares; 2025Q4: 406,692 shares; 2026Q1: 341,254 shares; 2026Q2: 299,827 shares 299,827 $103M 0.13% -41,427 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: 63,821 shares; 2024Q4: 176,271 shares; 2025Q1: 121,333 shares; 2025Q2: 257,054 shares; 2025Q3: 315,389 shares; 2025Q4: 380,048 shares; 2026Q1: 377,857 shares; 2026Q2: 631,935 shares 631,935 $102M 0.13% +254,078 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: 203,011 shares; 2024Q4: 274,092 shares; 2025Q1: 406,770 shares; 2025Q2: 429,556 shares; 2025Q3: 442,786 shares; 2025Q4: 534,011 shares; 2026Q1: 622,159 shares; 2026Q2: 756,258 shares 756,258 $101M 0.13% +134,099 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: 44,619 shares; 2024Q4: 55,866 shares; 2025Q1: 63,732 shares; 2025Q2: 66,585 shares; 2025Q3: 59,887 shares; 2025Q4: 55,871 shares; 2026Q1: 51,940 shares; 2026Q2: 50,532 shares 50,532 $101M 0.13% -1,408 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: 2,360,554 shares; 2026Q2: 2,694,037 shares 2,694,037 $98.6M 0.12% +333,483 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: 1,142,264 shares; 2024Q4: 1,282,702 shares; 2025Q1: 1,538,389 shares; 2025Q2: 1,275,063 shares; 2025Q3: 1,177,834 shares; 2025Q4: 1,071,701 shares; 2026Q1: 1,069,484 shares; 2026Q2: 1,081,551 shares 1,081,551 $97.4M 0.12% +12,067 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: 301,124 shares; 2024Q4: 308,570 shares; 2025Q1: 311,640 shares; 2025Q2: 301,931 shares; 2025Q3: 265,258 shares; 2025Q4: 258,785 shares; 2026Q1: 252,981 shares; 2026Q2: 244,440 shares 244,440 $97.1M 0.12% -8,541 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: 1,725,016 shares; 2024Q4: 1,672,444 shares; 2025Q1: 1,682,455 shares; 2025Q2: 1,697,165 shares; 2025Q3: 1,916,600 shares; 2025Q4: 1,941,802 shares; 2026Q1: 2,065,139 shares; 2026Q2: 2,113,048 shares 2,113,048 $96.6M 0.12% +47,909 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: 994,625 shares; 2024Q4: 1,094,056 shares; 2025Q1: 1,578,331 shares; 2025Q2: 1,898,865 shares; 2025Q3: 1,859,335 shares; 2025Q4: 2,116,422 shares; 2026Q1: 2,331,996 shares; 2026Q2: 2,569,037 shares 2,569,037 $96.4M 0.12% +237,041 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: 1,146,188 shares; 2024Q4: 1,121,999 shares; 2025Q1: 1,129,153 shares; 2025Q2: 1,289,204 shares; 2025Q3: 1,050,949 shares; 2025Q4: 1,061,225 shares; 2026Q1: 1,005,167 shares; 2026Q2: 927,177 shares 927,177 $96.3M 0.12% -77,990 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851,602 shares; 2024Q4: 1,128,408 shares; 2025Q1: 952,952 shares; 2025Q2: 2,225,452 shares; 2025Q3: 2,207,812 shares; 2025Q4: 2,033,916 shares; 2026Q1: 1,245,712 shares; 2026Q2: 2,767,865 shares 2,767,865 $96M 0.12% +1,522,153 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: 143,345 shares; 2024Q4: 148,247 shares; 2025Q1: 175,050 shares; 2025Q2: 176,067 shares; 2025Q3: 169,442 shares; 2025Q4: 1,488,671 shares; 2026Q1: 1,453,062 shares; 2026Q2: 1,335,474 shares 1,335,474 $95.4M 0.12% -117,588 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788,681 shares; 2024Q4: 842,613 shares; 2025Q1: 955,336 shares; 2025Q2: 962,249 shares; 2025Q3: 1,101,552 shares; 2025Q4: 968,781 shares; 2026Q1: 988,484 shares; 2026Q2: 1,045,145 shares 1,045,145 $95.3M 0.12% +56,661 Timeline FFLC 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: 499,087 shares; 2024Q4: 793,432 shares; 2025Q1: 907,818 shares; 2025Q2: 1,010,943 shares; 2025Q3: 1,212,418 shares; 2025Q4: 1,338,379 shares; 2026Q1: 1,450,903 shares; 2026Q2: 1,618,118 shares 1,618,118 $95.3M 0.12% +167,215 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: 312,804 shares; 2024Q4: 307,258 shares; 2025Q1: 314,151 shares; 2025Q2: 303,772 shares; 2025Q3: 305,333 shares; 2025Q4: 286,815 shares; 2026Q1: 279,147 shares; 2026Q2: 281,382 shares 281,382 $95.2M 0.12% +2,235 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: 30,377 shares; 2024Q4: 32,388 shares; 2025Q1: 33,705 shares; 2025Q2: 31,308 shares; 2025Q3: 35,074 shares; 2025Q4: 33,854 shares; 2026Q1: 32,217 shares; 2026Q2: 312,782 shares 312,782 $94.4M 0.12% +280,565 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: 1,456,308 shares; 2024Q4: 1,441,156 shares; 2025Q1: 1,497,572 shares; 2025Q2: 1,596,710 shares; 2025Q3: 1,432,828 shares; 2025Q4: 1,590,509 shares; 2026Q1: 1,320,349 shares; 2026Q2: 1,292,150 shares 1,292,150 $93M 0.12% -28,199 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: 897,429 shares; 2024Q4: 909,750 shares; 2025Q1: 954,044 shares; 2025Q2: 1,094,160 shares; 2025Q3: 1,139,200 shares; 2025Q4: 1,187,080 shares; 2026Q1: 1,232,952 shares; 2026Q2: 1,207,949 shares 1,207,949 $92.6M 0.12% -25,003 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: 970,934 shares; 2024Q4: 999,043 shares; 2025Q1: 1,104,498 shares; 2025Q2: 963,696 shares; 2025Q3: 1,036,468 shares; 2025Q4: 909,115 shares; 2026Q1: 863,947 shares; 2026Q2: 838,027 shares 838,027 $92.5M 0.12% -25,920 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448,101 shares; 2024Q4: 1,491,461 shares; 2025Q1: 1,538,097 shares; 2025Q2: 1,929,034 shares; 2025Q3: 1,867,173 shares; 2025Q4: 1,944,418 shares; 2026Q1: 2,130,476 shares; 2026Q2: 1,813,439 shares 1,813,439 $91.8M 0.12% -317,037 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: 182,392 shares; 2024Q4: 181,986 shares; 2025Q1: 185,173 shares; 2025Q2: 174,377 shares; 2025Q3: 164,310 shares; 2025Q4: 152,040 shares; 2026Q1: 146,397 shares; 2026Q2: 144,594 shares 144,594 $91.7M 0.12% -1,803 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: 1,531,827 shares; 2024Q4: 1,714,154 shares; 2025Q1: 2,120,720 shares; 2025Q2: 2,400,798 shares; 2025Q3: 2,758,629 shares; 2025Q4: 3,124,086 shares; 2026Q1: 3,455,372 shares; 2026Q2: 3,334,411 shares 3,334,411 $91.1M 0.11% -120,961 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: 873,488 shares; 2024Q4: 861,082 shares; 2025Q1: 894,243 shares; 2025Q2: 820,122 shares; 2025Q3: 753,476 shares; 2025Q4: 703,880 shares; 2026Q1: 686,661 shares; 2026Q2: 671,457 shares 671,457 $90.9M 0.11% -15,204 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: 2,740,283 shares; 2024Q4: 2,741,625 shares; 2025Q1: 3,089,246 shares; 2025Q2: 2,539,511 shares; 2025Q3: 2,422,271 shares; 2025Q4: 2,279,177 shares; 2026Q1: 2,034,940 shares; 2026Q2: 1,883,025 shares 1,883,025 $90.7M 0.11% -151,915 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: 367,210 shares; 2024Q4: 389,751 shares; 2025Q1: 421,259 shares; 2025Q2: 852,408 shares; 2025Q3: 826,781 shares; 2025Q4: 955,260 shares; 2026Q1: 960,951 shares; 2026Q2: 937,777 shares 937,777 $90.5M 0.11% -23,174 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: 108,763 shares; 2024Q4: 112,236 shares; 2025Q1: 127,209 shares; 2025Q2: 133,574 shares; 2025Q3: 116,417 shares; 2025Q4: 110,193 shares; 2026Q1: 92,786 shares; 2026Q2: 89,299 shares 89,299 $90.3M 0.11% -3,487 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590,530 shares; 2024Q4: 1,732,734 shares; 2025Q1: 1,454,208 shares; 2025Q2: 1,312,044 shares; 2025Q3: 1,239,496 shares; 2025Q4: 1,260,164 shares; 2026Q1: 1,797,830 shares; 2026Q2: 2,127,154 shares 2,127,154 $89.8M 0.11% +329,324 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: 252,312 shares; 2024Q4: 268,371 shares; 2025Q1: 267,541 shares; 2025Q2: 243,718 shares; 2025Q3: 224,817 shares; 2025Q4: 219,580 shares; 2026Q1: 215,248 shares; 2026Q2: 210,384 shares 210,384 $89.6M 0.11% -4,864 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: 641,824 shares; 2024Q4: 646,644 shares; 2025Q1: 664,202 shares; 2025Q2: 645,214 shares; 2025Q3: 636,733 shares; 2025Q4: 606,332 shares; 2026Q1: 590,546 shares; 2026Q2: 573,403 shares 573,403 $89.6M 0.11% -17,143 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: 402,997 shares; 2024Q4: 555,965 shares; 2025Q1: 1,145,061 shares; 2025Q2: 895,402 shares; 2025Q3: 1,022,612 shares; 2025Q4: 1,047,661 shares; 2026Q1: 1,624,072 shares; 2026Q2: 1,774,345 shares 1,774,345 $89.6M 0.11% +150,273 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: 247,906 shares; 2024Q4: 252,814 shares; 2025Q1: 264,874 shares; 2025Q2: 244,651 shares; 2025Q3: 224,321 shares; 2025Q4: 206,146 shares; 2026Q1: 192,663 shares; 2026Q2: 175,808 shares 175,808 $89.6M 0.11% -16,855 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: 202,520 shares; 2024Q4: 193,360 shares; 2025Q1: 234,885 shares; 2025Q2: 253,041 shares; 2025Q3: 406,805 shares; 2025Q4: 343,640 shares; 2026Q1: 339,976 shares; 2026Q2: 300,052 shares 300,052 $89.4M 0.11% -39,924 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: 1,047,143 shares; 2024Q4: 1,031,964 shares; 2025Q1: 1,019,475 shares; 2025Q2: 1,026,551 shares; 2025Q3: 938,460 shares; 2025Q4: 1,818,072 shares; 2026Q1: 1,736,203 shares; 2026Q2: 1,665,143 shares 1,665,143 $88.4M 0.11% -71,060 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: 824,039 shares; 2024Q4: 893,322 shares; 2025Q1: 937,055 shares; 2025Q2: 989,700 shares; 2025Q3: 921,878 shares; 2025Q4: 978,734 shares; 2026Q1: 991,433 shares; 2026Q2: 1,033,613 shares 1,033,613 $88.4M 0.11% +42,180 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: 795,914 shares; 2024Q4: 752,558 shares; 2025Q1: 791,445 shares; 2025Q2: 837,859 shares; 2025Q3: 653,287 shares; 2025Q4: 643,678 shares; 2026Q1: 625,989 shares; 2026Q2: 3,178,190 shares 3,178,190 $87.1M 0.11% +2,552,201 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958,500 shares; 2024Q4: 986,250 shares; 2025Q1: 1,016,204 shares; 2025Q2: 823,830 shares; 2025Q3: 765,658 shares; 2025Q4: 808,836 shares; 2026Q1: 819,887 shares; 2026Q2: 846,705 shares 846,705 $87M 0.11% +26,818 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,693 shares; 2024Q4: 488,656 shares; 2025Q1: 504,285 shares; 2025Q2: 499,359 shares; 2025Q3: 471,938 shares; 2025Q4: 469,215 shares; 2026Q1: 482,180 shares; 2026Q2: 486,724 shares 486,724 $86.9M 0.11% +4,544 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: 592,619 shares; 2024Q4: 561,128 shares; 2025Q1: 602,851 shares; 2025Q2: 544,421 shares; 2025Q3: 511,885 shares; 2025Q4: 477,822 shares; 2026Q1: 477,633 shares; 2026Q2: 475,318 shares 475,318 $86M 0.11% -2,315 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: 863,924 shares; 2024Q4: 979,107 shares; 2025Q1: 1,277,194 shares; 2025Q2: 1,469,742 shares; 2025Q3: 1,088,486 shares; 2025Q4: 1,030,545 shares; 2026Q1: 927,276 shares; 2026Q2: 887,176 shares 887,176 $84.8M 0.11% -40,100 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: 408,065 shares; 2024Q4: 411,093 shares; 2025Q1: 414,453 shares; 2025Q2: 392,190 shares; 2025Q3: 357,320 shares; 2025Q4: 332,626 shares; 2026Q1: 276,854 shares; 2026Q2: 275,076 shares 275,076 $84.3M 0.11% -1,778 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: 1,037,157 shares; 2024Q4: 1,058,825 shares; 2025Q1: 1,092,554 shares; 2025Q2: 1,057,031 shares; 2025Q3: 985,133 shares; 2025Q4: 888,754 shares; 2026Q1: 890,580 shares; 2026Q2: 873,978 shares 873,978 $83.6M 0.11% -16,602 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: 285,836 shares; 2024Q4: 311,101 shares; 2025Q1: 297,302 shares; 2025Q2: 303,804 shares; 2025Q3: 389,656 shares; 2025Q4: 426,033 shares; 2026Q1: 333,668 shares; 2026Q2: 343,700 shares 343,700 $83.3M 0.1% +10,032 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: 1,611,083 shares; 2024Q4: 1,759,650 shares; 2025Q1: 1,586,242 shares; 2025Q2: 1,871,651 shares; 2025Q3: 1,891,740 shares; 2025Q4: 1,846,423 shares; 2026Q1: 1,477,400 shares; 2026Q2: 1,086,906 shares 1,086,906 $83.2M 0.1% -390,494 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: 301,855 shares; 2024Q4: 295,221 shares; 2025Q1: 299,203 shares; 2025Q2: 317,193 shares; 2025Q3: 274,284 shares; 2025Q4: 226,624 shares; 2026Q1: 192,105 shares; 2026Q2: 197,391 shares 197,391 $82M 0.1% +5,286 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: 509,869 shares; 2024Q4: 519,037 shares; 2025Q1: 524,878 shares; 2025Q2: 403,019 shares; 2025Q3: 394,937 shares; 2025Q4: 428,841 shares; 2026Q1: 419,571 shares; 2026Q2: 442,809 shares 442,809 $82M 0.1% +23,238 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,671 shares; 2024Q4: 502,780 shares; 2025Q1: 600,204 shares; 2025Q2: 599,617 shares; 2025Q3: 588,702 shares; 2025Q4: 678,284 shares; 2026Q1: 676,988 shares; 2026Q2: 695,633 shares 695,633 $81.4M 0.1% +18,645 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: 3,455,892 shares; 2024Q4: 4,159,091 shares; 2025Q1: 3,835,057 shares; 2025Q2: 3,167,324 shares; 2025Q3: 3,028,732 shares; 2025Q4: 2,951,728 shares; 2026Q1: 2,607,822 shares; 2026Q2: 1,916,056 shares 1,916,056 $81.3M 0.1% -691,766 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: 260,515 shares; 2024Q4: 269,694 shares; 2025Q1: 248,820 shares; 2025Q2: 234,590 shares; 2025Q3: 225,058 shares; 2025Q4: 210,566 shares; 2026Q1: 188,628 shares; 2026Q2: 922,894 shares 922,894 $81.1M 0.1% +734,266 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: 473,010 shares; 2024Q4: 499,436 shares; 2025Q1: 505,333 shares; 2025Q2: 459,593 shares; 2025Q3: 444,139 shares; 2025Q4: 428,227 shares; 2026Q1: 401,592 shares; 2026Q2: 409,752 shares 409,752 $81M 0.1% +8,160 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: 836,286 shares; 2024Q4: 883,010 shares; 2025Q1: 1,064,168 shares; 2025Q2: 1,311,251 shares; 2025Q3: 1,487,719 shares; 2025Q4: 1,675,626 shares; 2026Q1: 1,660,530 shares; 2026Q2: 1,542,764 shares 1,542,764 $80.7M 0.1% -117,766 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: 1,793,930 shares; 2024Q4: 1,964,602 shares; 2025Q1: 2,074,151 shares; 2025Q2: 2,291,900 shares; 2025Q3: 2,361,585 shares; 2025Q4: 2,597,865 shares; 2026Q1: 2,948,502 shares; 2026Q2: 2,929,467 shares 2,929,467 $80.5M 0.1% -19,035 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: 167,959 shares; 2024Q4: 343,753 shares; 2025Q1: 470,806 shares; 2025Q2: 724,972 shares; 2025Q3: 728,389 shares; 2025Q4: 823,845 shares; 2026Q1: 782,876 shares; 2026Q2: 797,816 shares 797,816 $80.3M 0.1% +14,940 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: 4,693,123 shares; 2024Q4: 4,485,106 shares; 2025Q1: 4,602,476 shares; 2025Q2: 4,183,958 shares; 2025Q3: 3,803,506 shares; 2025Q4: 3,642,038 shares; 2026Q1: 3,488,515 shares; 2026Q2: 3,277,599 shares 3,277,599 $78.9M 0.1% -210,916 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,037 shares; 2024Q4: 296,086 shares; 2025Q1: 429,228 shares; 2025Q2: 488,814 shares; 2025Q3: 490,020 shares; 2025Q4: 484,522 shares; 2026Q1: 491,737 shares; 2026Q2: 480,102 shares 480,102 $78.5M 0.1% -11,635 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: 140,918 shares; 2024Q4: 928,628 shares; 2025Q1: 1,776,686 shares; 2025Q2: 2,195,667 shares; 2025Q3: 2,945,044 shares; 2025Q4: 3,187,018 shares; 2026Q1: 2,582,984 shares; 2026Q2: 2,949,049 shares 2,949,049 $78.2M 0.1% +366,065 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: 121,384 shares; 2024Q4: 190,923 shares; 2025Q1: 225,659 shares; 2025Q2: 262,335 shares; 2025Q3: 264,448 shares; 2025Q4: 255,030 shares; 2026Q1: 246,290 shares; 2026Q2: 233,554 shares 233,554 $78.2M 0.1% -12,736 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: 589,287 shares; 2024Q4: 597,158 shares; 2025Q1: 622,017 shares; 2025Q2: 604,037 shares; 2025Q3: 547,110 shares; 2025Q4: 490,157 shares; 2026Q1: 474,697 shares; 2026Q2: 418,987 shares 418,987 $77.4M 0.1% -55,710 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: 628,005 shares; 2024Q4: 822,928 shares; 2025Q1: 996,316 shares; 2025Q2: 945,768 shares; 2025Q3: 1,024,084 shares; 2025Q4: 1,176,318 shares; 2026Q1: 1,459,799 shares; 2026Q2: 1,533,711 shares 1,533,711 $76.3M 0.1% +73,912 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: 430,516 shares; 2024Q4: 446,628 shares; 2025Q1: 466,964 shares; 2025Q2: 463,321 shares; 2025Q3: 442,825 shares; 2025Q4: 408,037 shares; 2026Q1: 372,346 shares; 2026Q2: 361,074 shares 361,074 $75.5M 0.09% -11,272 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: 1,748,635 shares; 2024Q4: 1,840,482 shares; 2025Q1: 1,764,438 shares; 2025Q2: 1,634,549 shares; 2025Q3: 1,546,963 shares; 2025Q4: 929,344 shares; 2026Q1: 849,393 shares; 2026Q2: 864,809 shares 864,809 $74.7M 0.09% +15,416 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,144 shares; 2025Q2: 1,792,557 shares; 2025Q3: 2,053,872 shares; 2025Q4: 2,274,680 shares; 2026Q1: 2,221,860 shares; 2026Q2: 2,231,535 shares 2,231,535 $74.7M 0.09% +9,675 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: 607,657 shares; 2024Q4: 727,414 shares; 2025Q1: 697,847 shares; 2025Q2: 796,214 shares; 2025Q3: 656,617 shares; 2025Q4: 664,129 shares; 2026Q1: 636,659 shares; 2026Q2: 1,247,022 shares 1,247,022 $74.5M 0.09% +610,363 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: 693,713 shares; 2024Q4: 733,471 shares; 2025Q1: 804,604 shares; 2025Q2: 823,232 shares; 2025Q3: 982,892 shares; 2025Q4: 1,561,163 shares; 2026Q1: 1,602,049 shares; 2026Q2: 1,636,433 shares 1,636,433 $74.2M 0.09% +34,384 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: 1,456,686 shares; 2024Q4: 1,533,532 shares; 2025Q1: 1,614,854 shares; 2025Q2: 1,389,971 shares; 2025Q3: 1,276,928 shares; 2025Q4: 1,161,647 shares; 2026Q1: 658,576 shares; 2026Q2: 669,764 shares 669,764 $73.8M 0.09% +11,188 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: 1,540,028 shares; 2024Q4: 1,520,773 shares; 2025Q1: 1,400,728 shares; 2025Q2: 1,141,009 shares; 2025Q3: 1,121,253 shares; 2025Q4: 904,210 shares; 2026Q1: 894,096 shares; 2026Q2: 783,205 shares 783,205 $73.6M 0.09% -110,891 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: 424,382 shares; 2024Q4: 422,278 shares; 2025Q1: 430,716 shares; 2025Q2: 416,098 shares; 2025Q3: 391,409 shares; 2025Q4: 355,851 shares; 2026Q1: 352,393 shares; 2026Q2: 332,697 shares 332,697 $73.4M 0.09% -19,696 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: 2,620,974 shares; 2024Q4: 2,946,315 shares; 2025Q1: 3,164,414 shares; 2025Q2: 3,702,965 shares; 2025Q3: 3,006,578 shares; 2025Q4: 3,312,217 shares; 2026Q1: 3,537,792 shares; 2026Q2: 3,278,878 shares 3,278,878 $73.1M 0.09% -258,914 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: 740,357 shares; 2024Q4: 649,424 shares; 2025Q1: 902,085 shares; 2025Q2: 928,738 shares; 2025Q3: 514,574 shares; 2025Q4: 763,768 shares; 2026Q1: 644,277 shares; 2026Q2: 786,316 shares 786,316 $72.1M 0.09% +142,039 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: 77,587 shares; 2024Q4: 241,212 shares; 2025Q1: 797,987 shares; 2025Q2: 932,398 shares; 2025Q3: 1,086,246 shares; 2025Q4: 1,347,529 shares; 2026Q1: 1,577,446 shares; 2026Q2: 1,323,132 shares 1,323,132 $70.8M 0.09% -254,314 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: 239,371 shares; 2024Q4: 304,691 shares; 2025Q1: 302,211 shares; 2025Q2: 270,703 shares; 2025Q3: 225,241 shares; 2025Q4: 212,659 shares; 2026Q1: 206,206 shares; 2026Q2: 193,066 shares 193,066 $70.6M 0.09% -13,140 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: 586,721 shares; 2024Q4: 603,040 shares; 2025Q1: 573,369 shares; 2025Q2: 641,703 shares; 2025Q3: 668,057 shares; 2025Q4: 675,765 shares; 2026Q1: 687,576 shares; 2026Q2: 745,517 shares 745,517 $70.5M 0.09% +57,941 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: 369,676 shares; 2024Q4: 402,696 shares; 2025Q1: 428,918 shares; 2025Q2: 442,004 shares; 2025Q3: 450,445 shares; 2025Q4: 472,525 shares; 2026Q1: 436,558 shares; 2026Q2: 448,786 shares 448,786 $70.4M 0.09% +12,228 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: 691,399 shares; 2024Q4: 735,307 shares; 2025Q1: 1,567,223 shares; 2025Q2: 1,020,206 shares; 2025Q3: 1,133,377 shares; 2025Q4: 1,181,018 shares; 2026Q1: 1,367,913 shares; 2026Q2: 1,483,464 shares 1,483,464 $69.6M 0.09% +115,551 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: 785,267 shares; 2024Q4: 736,738 shares; 2025Q1: 744,124 shares; 2025Q2: 801,588 shares; 2025Q3: 646,460 shares; 2025Q4: 607,966 shares; 2026Q1: 591,381 shares; 2026Q2: 590,043 shares 590,043 $69.3M 0.09% -1,338 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: 1,232,695 shares; 2024Q4: 1,290,546 shares; 2025Q1: 1,173,208 shares; 2025Q2: 771,118 shares; 2025Q3: 696,243 shares; 2025Q4: 638,643 shares; 2026Q1: 660,822 shares; 2026Q2: 674,300 shares 674,300 $69M 0.09% +13,478 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,924 shares; 2024Q4: 161,795 shares; 2025Q1: 255,672 shares; 2025Q2: 337,735 shares; 2025Q3: 422,301 shares; 2025Q4: 466,961 shares; 2026Q1: 275,763 shares; 2026Q2: 188,118 shares 188,118 $68.8M 0.09% -87,645 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: 778,234 shares; 2024Q4: 794,018 shares; 2025Q1: 859,799 shares; 2025Q2: 939,994 shares; 2025Q3: 986,766 shares; 2025Q4: 1,076,414 shares; 2026Q1: 1,233,133 shares; 2026Q2: 1,385,860 shares 1,385,860 $68.7M 0.09% +152,727 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650,729 shares; 2024Q4: 676,055 shares; 2025Q1: 678,255 shares; 2025Q2: 704,739 shares; 2025Q3: 729,363 shares; 2025Q4: 756,310 shares; 2026Q1: 790,048 shares; 2026Q2: 797,392 shares 797,392 $67.8M 0.09% +7,344 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625,690 shares; 2025Q2: 649,388 shares; 2025Q3: 654,291 shares; 2025Q4: 643,907 shares; 2026Q1: 771,326 shares; 2026Q2: 822,604 shares 822,604 $67.8M 0.09% +51,278 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: 1,440,054 shares; 2024Q4: 1,482,814 shares; 2025Q1: 1,816,993 shares; 2025Q2: 1,676,974 shares; 2025Q3: 1,600,953 shares; 2025Q4: 1,537,251 shares; 2026Q1: 1,479,662 shares; 2026Q2: 1,255,976 shares 1,255,976 $67.3M 0.08% -223,686 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: 578,238 shares; 2024Q4: 585,298 shares; 2025Q1: 601,797 shares; 2025Q2: 596,308 shares; 2025Q3: 580,390 shares; 2025Q4: 553,188 shares; 2026Q1: 532,024 shares; 2026Q2: 522,110 shares 522,110 $66.1M 0.08% -9,914 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: 405,722 shares; 2024Q4: 414,874 shares; 2025Q1: 434,642 shares; 2025Q2: 416,206 shares; 2025Q3: 376,538 shares; 2025Q4: 357,997 shares; 2026Q1: 320,768 shares; 2026Q2: 305,072 shares 305,072 $66M 0.08% -15,696 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: 1,500,036 shares; 2024Q4: 1,613,108 shares; 2025Q1: 1,712,751 shares; 2025Q2: 2,241,726 shares; 2025Q3: 2,272,239 shares; 2025Q4: 784,092 shares; 2026Q1: 837,187 shares; 2026Q2: 795,228 shares 795,228 $65.7M 0.08% -41,959 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: 1,088,591 shares; 2024Q4: 1,096,288 shares; 2025Q1: 1,101,938 shares; 2025Q2: 1,067,859 shares; 2025Q3: 1,026,657 shares; 2025Q4: 996,505 shares; 2026Q1: 805,922 shares; 2026Q2: 869,037 shares 869,037 $65.6M 0.08% +63,115 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: 86,376 shares; 2024Q4: 86,757 shares; 2025Q1: 97,669 shares; 2025Q2: 88,189 shares; 2025Q3: 80,637 shares; 2025Q4: 72,905 shares; 2026Q1: 68,763 shares; 2026Q2: 67,741 shares 67,741 $65.4M 0.08% -1,022 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: 512,147 shares; 2025Q1: 613,309 shares; 2025Q2: 595,820 shares; 2025Q3: 531,304 shares; 2025Q4: 453,664 shares; 2026Q1: 373,184 shares; 2026Q2: 383,331 shares 383,331 $65.1M 0.08% +10,147 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: 1,232,552 shares; 2024Q4: 1,393,244 shares; 2025Q1: 1,527,790 shares; 2025Q2: 1,291,662 shares; 2025Q3: 1,191,146 shares; 2025Q4: 1,212,136 shares; 2026Q1: 1,207,861 shares; 2026Q2: 1,254,532 shares 1,254,532 $64.8M 0.08% +46,671 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: 815,180 shares; 2024Q4: 807,945 shares; 2025Q1: 774,591 shares; 2025Q2: 786,208 shares; 2025Q3: 843,355 shares; 2025Q4: 775,950 shares; 2026Q1: 772,801 shares; 2026Q2: 818,148 shares 818,148 $64.7M 0.08% +45,347 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647,373 shares; 2024Q4: 746,087 shares; 2025Q1: 687,838 shares; 2025Q2: 654,365 shares; 2025Q3: 526,799 shares; 2025Q4: 492,150 shares; 2026Q1: 473,681 shares; 2026Q2: 465,878 shares 465,878 $63.7M 0.08% -7,803 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 155 shares; 2025Q1: 164 shares; 2025Q2: 134 shares; 2025Q3: 120 shares; 2025Q4: 105 shares; 2026Q1: 96 shares; 2026Q2: 85 shares 85 $63.7M 0.08% -11 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: 1,469,937 shares; 2024Q4: 1,430,565 shares; 2025Q1: 1,426,547 shares; 2025Q2: 1,367,310 shares; 2025Q3: 1,309,088 shares; 2025Q4: 1,181,626 shares; 2026Q1: 1,124,700 shares; 2026Q2: 836,710 shares 836,710 $62.7M 0.08% -287,990 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: 154,752 shares; 2024Q4: 241,332 shares; 2025Q1: 291,910 shares; 2025Q2: 307,733 shares; 2025Q3: 351,353 shares; 2025Q4: 320,197 shares; 2026Q1: 362,476 shares; 2026Q2: 368,061 shares 368,061 $62.6M 0.08% +5,585 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: 748,895 shares; 2024Q4: 810,439 shares; 2025Q1: 663,572 shares; 2025Q2: 664,514 shares; 2025Q3: 445,203 shares; 2025Q4: 408,287 shares; 2026Q1: 397,314 shares; 2026Q2: 494,601 shares 494,601 $61.5M 0.08% +97,287 Timeline SFLR 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: 968,734 shares; 2024Q4: 1,196,061 shares; 2025Q1: 1,435,659 shares; 2025Q2: 1,839,890 shares; 2025Q3: 1,808,922 shares; 2025Q4: 1,928,409 shares; 2026Q1: 1,559,608 shares; 2026Q2: 1,590,696 shares 1,590,696 $61.4M 0.08% +31,088 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: 206,792 shares; 2024Q4: 216,785 shares; 2025Q1: 228,397 shares; 2025Q2: 215,766 shares; 2025Q3: 203,708 shares; 2025Q4: 186,418 shares; 2026Q1: 155,710 shares; 2026Q2: 149,580 shares 149,580 $61.3M 0.08% -6,130 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: 56,256 shares; 2024Q4: 61,978 shares; 2025Q1: 69,846 shares; 2025Q2: 93,500 shares; 2025Q3: 88,947 shares; 2025Q4: 78,965 shares; 2026Q1: 82,727 shares; 2026Q2: 84,965 shares 84,965 $61.2M 0.08% +2,238 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: 1,486,750 shares; 2024Q4: 1,640,322 shares; 2025Q1: 1,700,031 shares; 2025Q2: 1,826,770 shares; 2025Q3: 1,939,836 shares; 2025Q4: 1,974,367 shares; 2026Q1: 2,015,710 shares; 2026Q2: 2,080,391 shares 2,080,391 $61.2M 0.08% +64,681 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: 144,992 shares; 2024Q4: 150,109 shares; 2025Q1: 172,761 shares; 2025Q2: 171,854 shares; 2025Q3: 162,418 shares; 2025Q4: 172,517 shares; 2026Q1: 168,395 shares; 2026Q2: 141,569 shares 141,569 $61.1M 0.08% -26,826 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,861 shares; 2024Q4: 217,688 shares; 2025Q1: 341,967 shares; 2025Q2: 538,487 shares; 2025Q3: 613,351 shares; 2025Q4: 918,752 shares; 2026Q1: 1,061,709 shares; 2026Q2: 1,189,608 shares 1,189,608 $61M 0.08% +127,899 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228,362 shares; 2024Q4: 1,259,692 shares; 2025Q1: 1,260,622 shares; 2025Q2: 1,369,628 shares; 2025Q3: 1,424,646 shares; 2025Q4: 1,491,106 shares; 2026Q1: 1,582,342 shares; 2026Q2: 1,635,060 shares 1,635,060 $60.9M 0.08% +52,718 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: 741,731 shares; 2024Q4: 728,590 shares; 2025Q1: 729,831 shares; 2025Q2: 747,315 shares; 2025Q3: 716,191 shares; 2025Q4: 658,393 shares; 2026Q1: 660,811 shares; 2026Q2: 631,341 shares 631,341 $60.9M 0.08% -29,470 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: 4,056,077 shares; 2024Q4: 4,068,664 shares; 2025Q1: 4,173,634 shares; 2025Q2: 3,828,137 shares; 2025Q3: 3,501,819 shares; 2025Q4: 3,145,220 shares; 2026Q1: 3,099,325 shares; 2026Q2: 2,940,571 shares 2,940,571 $60.9M 0.08% -158,754 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: 147,185 shares; 2025Q2: 907,617 shares; 2025Q3: 1,246,470 shares; 2025Q4: 1,428,117 shares; 2026Q1: 1,527,728 shares; 2026Q2: 1,410,555 shares 1,410,555 $60.8M 0.08% -117,173 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: 882,028 shares; 2024Q4: 904,026 shares; 2025Q1: 911,361 shares; 2025Q2: 866,196 shares; 2025Q3: 777,652 shares; 2025Q4: 621,688 shares; 2026Q1: 576,845 shares; 2026Q2: 1,081,071 shares 1,081,071 $60.7M 0.08% +504,226 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: 116,074 shares; 2024Q4: 164,179 shares; 2025Q1: 176,990 shares; 2025Q2: 180,574 shares; 2025Q3: 201,006 shares; 2025Q4: 266,437 shares; 2026Q1: 360,420 shares; 2026Q2: 316,289 shares 316,289 $60.6M 0.08% -44,131 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665,164 shares; 2024Q4: 764,768 shares; 2025Q1: 808,263 shares; 2025Q2: 792,723 shares; 2025Q3: 767,986 shares; 2025Q4: 1,005,224 shares; 2026Q1: 1,124,050 shares; 2026Q2: 1,208,781 shares 1,208,781 $60.4M 0.08% +84,731 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: 1,470,612 shares; 2024Q4: 1,606,759 shares; 2025Q1: 1,824,041 shares; 2025Q2: 2,099,696 shares; 2025Q3: 2,021,436 shares; 2025Q4: 2,144,817 shares; 2026Q1: 2,399,835 shares; 2026Q2: 2,315,811 shares 2,315,811 $59.6M 0.07% -84,024 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: 710,368 shares; 2024Q4: 716,319 shares; 2025Q1: 746,259 shares; 2025Q2: 736,637 shares; 2025Q3: 649,841 shares; 2025Q4: 584,633 shares; 2026Q1: 531,405 shares; 2026Q2: 505,508 shares 505,508 $59.5M 0.07% -25,897 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: 624,068 shares; 2024Q4: 614,443 shares; 2025Q1: 581,839 shares; 2025Q2: 571,223 shares; 2025Q3: 504,084 shares; 2025Q4: 458,521 shares; 2026Q1: 424,743 shares; 2026Q2: 415,229 shares 415,229 $59.4M 0.07% -9,514 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: 768,648 shares; 2024Q4: 540,290 shares; 2025Q1: 464,980 shares; 2025Q2: 425,773 shares; 2025Q3: 400,467 shares; 2025Q4: 376,284 shares; 2026Q1: 369,661 shares; 2026Q2: 362,915 shares 362,915 $59.4M 0.07% -6,746 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: 1,386,938 shares; 2024Q4: 1,434,537 shares; 2025Q1: 1,346,020 shares; 2025Q2: 1,206,620 shares; 2025Q3: 1,145,707 shares; 2025Q4: 1,079,818 shares; 2026Q1: 1,015,483 shares; 2026Q2: 1,006,445 shares 1,006,445 $59.3M 0.07% -9,038 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: 631,885 shares; 2024Q4: 659,114 shares; 2025Q1: 682,146 shares; 2025Q2: 855,909 shares; 2025Q3: 803,500 shares; 2025Q4: 698,650 shares; 2026Q1: 673,653 shares; 2026Q2: 713,097 shares 713,097 $59.2M 0.07% +39,444 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: 619,433 shares; 2024Q4: 635,128 shares; 2025Q1: 669,673 shares; 2025Q2: 555,511 shares; 2025Q3: 569,697 shares; 2025Q4: 606,254 shares; 2026Q1: 638,540 shares; 2026Q2: 661,030 shares 661,030 $58.8M 0.07% +22,490 Timeline FIVA 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: 1,115,908 shares; 2024Q4: 1,188,331 shares; 2025Q1: 1,370,613 shares; 2025Q2: 1,481,199 shares; 2025Q3: 1,403,723 shares; 2025Q4: 1,616,599 shares; 2026Q1: 1,561,598 shares; 2026Q2: 1,525,685 shares 1,525,685 $58.8M 0.07% -35,913 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,006 shares; 2024Q4: 938,226 shares; 2025Q1: 967,975 shares; 2025Q2: 1,019,698 shares; 2025Q3: 1,087,780 shares; 2025Q4: 1,097,179 shares; 2026Q1: 1,182,831 shares; 2026Q2: 1,229,386 shares 1,229,386 $58.7M 0.07% +46,555 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: 853,930 shares; 2024Q4: 967,579 shares; 2025Q1: 946,913 shares; 2025Q2: 968,708 shares; 2025Q3: 894,465 shares; 2025Q4: 895,746 shares; 2026Q1: 915,509 shares; 2026Q2: 1,009,258 shares 1,009,258 $58.2M 0.07% +93,749 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: 278,273 shares; 2024Q4: 252,907 shares; 2025Q1: 268,753 shares; 2025Q2: 231,660 shares; 2025Q3: 214,422 shares; 2025Q4: 206,148 shares; 2026Q1: 199,085 shares; 2026Q2: 192,656 shares 192,656 $57.6M 0.07% -6,429 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,050 shares; 2024Q4: 378,144 shares; 2025Q1: 475,099 shares; 2025Q2: 504,288 shares; 2025Q3: 581,980 shares; 2025Q4: 619,237 shares; 2026Q1: 729,356 shares; 2026Q2: 644,212 shares 644,212 $57.5M 0.07% -85,144 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: 616,317 shares; 2024Q4: 630,518 shares; 2025Q1: 687,690 shares; 2025Q2: 664,375 shares; 2025Q3: 666,858 shares; 2025Q4: 642,748 shares; 2026Q1: 560,811 shares; 2026Q2: 533,369 shares 533,369 $57.3M 0.07% -27,442 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: 872,054 shares; 2024Q4: 863,189 shares; 2025Q1: 893,801 shares; 2025Q2: 832,119 shares; 2025Q3: 789,908 shares; 2025Q4: 678,605 shares; 2026Q1: 632,408 shares; 2026Q2: 629,080 shares 629,080 $57.1M 0.07% -3,328 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: 777,898 shares; 2024Q4: 782,624 shares; 2025Q1: 863,812 shares; 2025Q2: 633,518 shares; 2025Q3: 615,872 shares; 2025Q4: 593,418 shares; 2026Q1: 595,329 shares; 2026Q2: 591,837 shares 591,837 $57M 0.07% -3,492 Timeline AUSF 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: 53,646 shares; 2024Q4: 262,316 shares; 2025Q1: 623,248 shares; 2025Q2: 695,852 shares; 2025Q3: 672,108 shares; 2025Q4: 620,532 shares; 2026Q1: 1,054,016 shares; 2026Q2: 1,162,072 shares 1,162,072 $56.8M 0.07% +108,056 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: 665,351 shares; 2024Q4: 678,722 shares; 2025Q1: 688,005 shares; 2025Q2: 668,296 shares; 2025Q3: 500,384 shares; 2025Q4: 410,298 shares; 2026Q1: 368,885 shares; 2026Q2: 357,584 shares 357,584 $56.7M 0.07% -11,301 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: 1,875,896 shares; 2024Q4: 1,939,706 shares; 2025Q1: 2,105,854 shares; 2025Q2: 1,996,696 shares; 2025Q3: 2,023,406 shares; 2025Q4: 1,193,515 shares; 2026Q1: 1,127,874 shares; 2026Q2: 1,059,250 shares 1,059,250 $56.6M 0.07% -68,624 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: 1,095,854 shares; 2024Q4: 1,298,163 shares; 2025Q1: 1,351,512 shares; 2025Q2: 1,346,019 shares; 2025Q3: 1,320,356 shares; 2025Q4: 1,138,999 shares; 2026Q1: 743,042 shares; 2026Q2: 782,659 shares 782,659 $56.6M 0.07% +39,617 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: 1,170,856 shares; 2024Q4: 1,274,448 shares; 2025Q1: 1,288,407 shares; 2025Q2: 1,170,983 shares; 2025Q3: 1,074,144 shares; 2025Q4: 1,245,508 shares; 2026Q1: 992,662 shares; 2026Q2: 975,574 shares 975,574 $56.2M 0.07% -17,088 Timeline PDP 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: 414,617 shares; 2024Q4: 392,556 shares; 2025Q1: 383,666 shares; 2025Q2: 376,028 shares; 2025Q3: 386,437 shares; 2025Q4: 386,843 shares; 2026Q1: 386,491 shares; 2026Q2: 369,927 shares 369,927 $56.1M 0.07% -16,564 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: 250,617 shares; 2024Q4: 265,852 shares; 2025Q1: 655,325 shares; 2025Q2: 668,997 shares; 2025Q3: 609,714 shares; 2025Q4: 614,591 shares; 2026Q1: 540,109 shares; 2026Q2: 526,793 shares 526,793 $56.1M 0.07% -13,316 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150,464 shares; 2024Q4: 1,066,496 shares; 2025Q1: 1,060,172 shares; 2025Q2: 984,484 shares; 2025Q3: 872,381 shares; 2025Q4: 835,931 shares; 2026Q1: 792,947 shares; 2026Q2: 775,610 shares 775,610 $55.5M 0.07% -17,337 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: 695,480 shares; 2024Q4: 744,548 shares; 2025Q1: 684,706 shares; 2025Q2: 668,910 shares; 2025Q3: 669,047 shares; 2025Q4: 654,144 shares; 2026Q1: 672,914 shares; 2026Q2: 673,027 shares 673,027 $55.4M 0.07% +113 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,489 shares; 2024Q4: 472,367 shares; 2025Q1: 723,792 shares; 2025Q2: 611,502 shares; 2025Q3: 668,019 shares; 2025Q4: 550,076 shares; 2026Q1: 482,256 shares; 2026Q2: 547,862 shares 547,862 $55.2M 0.07% +65,606 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: 36,604 shares; 2025Q1: 114,975 shares; 2025Q2: 334,777 shares; 2025Q3: 465,829 shares; 2025Q4: 781,098 shares; 2026Q1: 1,307,116 shares; 2026Q2: 1,494,633 shares 1,494,633 $54.4M 0.07% +187,517 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: 718,923 shares; 2024Q4: 690,552 shares; 2025Q1: 705,152 shares; 2025Q2: 659,370 shares; 2025Q3: 660,311 shares; 2025Q4: 667,480 shares; 2026Q1: 674,967 shares; 2026Q2: 657,831 shares 657,831 $54.4M 0.07% -17,136 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,448 shares; 2024Q4: 39,519 shares; 2025Q1: 408,280 shares; 2025Q2: 78,224 shares; 2025Q3: 100,232 shares; 2025Q4: 210,882 shares; 2026Q1: 763,843 shares; 2026Q2: 974,103 shares 974,103 $54.1M 0.07% +210,260 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: 381,811 shares; 2024Q4: 402,695 shares; 2025Q1: 412,198 shares; 2025Q2: 732,843 shares; 2025Q3: 863,327 shares; 2025Q4: 1,014,039 shares; 2026Q1: 1,140,010 shares; 2026Q2: 1,300,427 shares 1,300,427 $53.9M 0.07% +160,417 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: 363,323 shares; 2024Q4: 355,141 shares; 2025Q1: 377,004 shares; 2025Q2: 357,298 shares; 2025Q3: 356,745 shares; 2025Q4: 353,861 shares; 2026Q1: 347,138 shares; 2026Q2: 351,057 shares 351,057 $53.2M 0.07% +3,919 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,890 shares; 2024Q4: 510,439 shares; 2025Q1: 529,898 shares; 2025Q2: 534,710 shares; 2025Q3: 552,527 shares; 2025Q4: 549,838 shares; 2026Q1: 551,224 shares; 2026Q2: 559,274 shares 559,274 $52.8M 0.07% +8,050 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: 128,120 shares; 2024Q4: 134,037 shares; 2025Q1: 150,743 shares; 2025Q2: 133,894 shares; 2025Q3: 151,571 shares; 2025Q4: 157,408 shares; 2026Q1: 184,097 shares; 2026Q2: 185,880 shares 185,880 $52.8M 0.07% +1,783 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: 951,614 shares; 2024Q4: 916,359 shares; 2025Q1: 911,709 shares; 2025Q2: 830,040 shares; 2025Q3: 730,204 shares; 2025Q4: 662,711 shares; 2026Q1: 607,416 shares; 2026Q2: 546,788 shares 546,788 $52.6M 0.07% -60,628 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,290 shares; 2024Q4: 71,622 shares; 2025Q1: 76,396 shares; 2025Q2: 78,364 shares; 2025Q3: 77,343 shares; 2025Q4: 71,890 shares; 2026Q1: 104,773 shares; 2026Q2: 106,375 shares 106,375 $52.2M 0.07% +1,602 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: 469,685 shares; 2024Q4: 609,856 shares; 2025Q1: 612,373 shares; 2025Q2: 613,744 shares; 2025Q3: 623,801 shares; 2025Q4: 563,087 shares; 2026Q1: 573,954 shares; 2026Q2: 529,891 shares 529,891 $52.1M 0.07% -44,063 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: 881,183 shares; 2024Q4: 1,063,502 shares; 2025Q1: 1,155,637 shares; 2025Q2: 1,681,502 shares; 2025Q3: 1,329,535 shares; 2025Q4: 1,309,172 shares; 2026Q1: 1,207,979 shares; 2026Q2: 1,281,198 shares 1,281,198 $52M 0.07% +73,219 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: 241,835 shares; 2025Q2: 654,161 shares; 2025Q3: 722,752 shares; 2025Q4: 920,118 shares; 2026Q1: 1,370,903 shares; 2026Q2: 1,573,652 shares 1,573,652 $51.9M 0.07% +202,749 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: 239,191 shares; 2024Q4: 237,827 shares; 2025Q1: 219,443 shares; 2025Q2: 236,829 shares; 2025Q3: 203,347 shares; 2025Q4: 179,319 shares; 2026Q1: 172,935 shares; 2026Q2: 173,160 shares 173,160 $51.6M 0.06% +225 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: 227,883 shares; 2024Q4: 227,972 shares; 2025Q1: 269,547 shares; 2025Q2: 244,328 shares; 2025Q3: 285,721 shares; 2025Q4: 236,664 shares; 2026Q1: 213,068 shares; 2026Q2: 209,626 shares 209,626 $51.6M 0.06% -3,442 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,037 shares; 2024Q4: 693,621 shares; 2025Q1: 1,023,048 shares; 2025Q2: 1,103,793 shares; 2025Q3: 834,549 shares; 2025Q4: 992,989 shares; 2026Q1: 1,044,352 shares; 2026Q2: 1,119,059 shares 1,119,059 $51.2M 0.06% +74,707 Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,052 shares; 2025Q2: 116,875 shares; 2025Q3: 678,912 shares; 2025Q4: 758,172 shares; 2026Q1: 1,040,714 shares; 2026Q2: 1,179,256 shares 1,179,256 $50.2M 0.06% +138,542 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: 247,178 shares; 2024Q4: 257,170 shares; 2025Q1: 322,557 shares; 2025Q2: 375,840 shares; 2025Q3: 461,351 shares; 2025Q4: 383,817 shares; 2026Q1: 313,418 shares; 2026Q2: 497,357 shares 497,357 $49.9M 0.06% +183,939 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471,569 shares; 2024Q4: 1,463,214 shares; 2025Q1: 1,404,941 shares; 2025Q2: 1,451,743 shares; 2025Q3: 1,430,220 shares; 2025Q4: 1,309,856 shares; 2026Q1: 1,271,928 shares; 2026Q2: 1,220,617 shares 1,220,617 $49.8M 0.06% -51,311 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: 25,211 shares; 2025Q1: 129,293 shares; 2025Q2: 343,855 shares; 2025Q3: 467,546 shares; 2025Q4: 655,790 shares; 2026Q1: 1,226,469 shares; 2026Q2: 1,412,821 shares 1,412,821 $49.8M 0.06% +186,352 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: 626,685 shares; 2024Q4: 760,356 shares; 2025Q1: 966,182 shares; 2025Q2: 1,025,317 shares; 2025Q3: 1,006,824 shares; 2025Q4: 1,012,384 shares; 2026Q1: 837,053 shares; 2026Q2: 620,924 shares 620,924 $49.3M 0.06% -216,129 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: 278,750 shares; 2024Q4: 292,402 shares; 2025Q1: 318,877 shares; 2025Q2: 324,804 shares; 2025Q3: 347,161 shares; 2025Q4: 341,414 shares; 2026Q1: 292,019 shares; 2026Q2: 301,213 shares 301,213 $49.2M 0.06% +9,194 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: 552,627 shares; 2024Q4: 547,169 shares; 2025Q1: 557,617 shares; 2025Q2: 559,083 shares; 2025Q3: 466,424 shares; 2025Q4: 434,589 shares; 2026Q1: 418,469 shares; 2026Q2: 345,275 shares 345,275 $49M 0.06% -73,194 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: 1,139,583 shares; 2026Q2: 1,531,597 shares 1,531,597 $48.7M 0.06% +392,014 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: 377,476 shares; 2024Q4: 370,525 shares; 2025Q1: 390,867 shares; 2025Q2: 381,031 shares; 2025Q3: 367,296 shares; 2025Q4: 362,322 shares; 2026Q1: 350,956 shares; 2026Q2: 347,607 shares 347,607 $48.7M 0.06% -3,349 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: 853,609 shares; 2024Q4: 755,969 shares; 2025Q1: 909,769 shares; 2025Q2: 936,939 shares; 2025Q3: 931,902 shares; 2025Q4: 885,065 shares; 2026Q1: 914,785 shares; 2026Q2: 997,443 shares 997,443 $48.5M 0.06% +82,658 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: 12,759 shares; 2024Q4: 21,417 shares; 2025Q1: 29,395 shares; 2025Q2: 154,681 shares; 2025Q3: 266,857 shares; 2025Q4: 469,507 shares; 2026Q1: 719,986 shares; 2026Q2: 804,670 shares 804,670 $48.5M 0.06% +84,684 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: 289,387 shares; 2024Q4: 291,210 shares; 2025Q1: 301,333 shares; 2025Q2: 300,221 shares; 2025Q3: 270,113 shares; 2025Q4: 244,839 shares; 2026Q1: 231,095 shares; 2026Q2: 217,397 shares 217,397 $48.5M 0.06% -13,698 Timeline FFSM 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: 232,136 shares; 2024Q4: 180,673 shares; 2025Q1: 354,722 shares; 2025Q2: 364,386 shares; 2025Q3: 353,043 shares; 2025Q4: 1,156,899 shares; 2026Q1: 1,212,494 shares; 2026Q2: 1,263,315 shares 1,263,315 $48.3M 0.06% +50,821 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: 164,658 shares; 2024Q4: 270,496 shares; 2025Q1: 421,013 shares; 2025Q2: 420,770 shares; 2025Q3: 483,397 shares; 2025Q4: 488,746 shares; 2026Q1: 415,538 shares; 2026Q2: 435,183 shares 435,183 $48M 0.06% +19,645 Timeline FDLO 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: 724,927 shares; 2024Q4: 748,404 shares; 2025Q1: 755,697 shares; 2025Q2: 747,249 shares; 2025Q3: 733,056 shares; 2025Q4: 711,642 shares; 2026Q1: 712,806 shares; 2026Q2: 701,383 shares 701,383 $47.9M 0.06% -11,423 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631,002 shares; 2024Q4: 886,239 shares; 2025Q1: 955,636 shares; 2025Q2: 913,760 shares; 2025Q3: 816,101 shares; 2025Q4: 856,000 shares; 2026Q1: 786,140 shares; 2026Q2: 951,425 shares 951,425 $47.4M 0.06% +165,285 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: 482,901 shares; 2024Q4: 513,558 shares; 2025Q1: 581,137 shares; 2025Q2: 641,994 shares; 2025Q3: 1,545,547 shares; 2025Q4: 1,755,505 shares; 2026Q1: 1,896,206 shares; 2026Q2: 1,981,125 shares 1,981,125 $47.2M 0.06% +84,919 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,160 shares; 2024Q4: 477,495 shares; 2025Q1: 540,482 shares; 2025Q2: 576,128 shares; 2025Q3: 585,563 shares; 2025Q4: 760,766 shares; 2026Q1: 895,934 shares; 2026Q2: 995,963 shares 995,963 $47.2M 0.06% +100,029 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: 659,354 shares; 2024Q4: 870,283 shares; 2025Q1: 1,263,956 shares; 2025Q2: 1,418,540 shares; 2025Q3: 961,477 shares; 2025Q4: 916,338 shares; 2026Q1: 930,289 shares; 2026Q2: 933,611 shares 933,611 $47M 0.06% +3,322 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: 144,592 shares; 2024Q4: 309,691 shares; 2025Q1: 592,581 shares; 2025Q2: 567,530 shares; 2025Q3: 630,000 shares; 2025Q4: 696,926 shares; 2026Q1: 749,393 shares; 2026Q2: 694,764 shares 694,764 $47M 0.06% -54,629 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: 340,237 shares; 2024Q4: 354,847 shares; 2025Q1: 412,190 shares; 2025Q2: 457,003 shares; 2025Q3: 453,415 shares; 2025Q4: 513,991 shares; 2026Q1: 556,228 shares; 2026Q2: 478,114 shares 478,114 $47M 0.06% -78,114 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: 133,481 shares; 2024Q4: 103,203 shares; 2025Q1: 106,833 shares; 2025Q2: 101,557 shares; 2025Q3: 88,088 shares; 2025Q4: 70,521 shares; 2026Q1: 72,103 shares; 2026Q2: 66,690 shares 66,690 $46.9M 0.06% -5,413 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183,753 shares; 2024Q4: 1,256,517 shares; 2025Q1: 1,226,253 shares; 2025Q2: 1,254,878 shares; 2025Q3: 1,133,127 shares; 2025Q4: 1,165,773 shares; 2026Q1: 1,153,580 shares; 2026Q2: 1,140,163 shares 1,140,163 $46.6M 0.06% -13,417 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: 110,483 shares; 2024Q4: 110,749 shares; 2025Q1: 119,948 shares; 2025Q2: 101,282 shares; 2025Q3: 99,618 shares; 2025Q4: 99,019 shares; 2026Q1: 110,168 shares; 2026Q2: 108,567 shares 108,567 $46.3M 0.06% -1,601 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: 248,785 shares; 2024Q4: 325,269 shares; 2025Q1: 637,235 shares; 2025Q2: 590,139 shares; 2025Q3: 619,897 shares; 2025Q4: 623,472 shares; 2026Q1: 720,569 shares; 2026Q2: 701,337 shares 701,337 $46M 0.06% -19,232 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: 148,943 shares; 2024Q4: 166,288 shares; 2025Q1: 175,264 shares; 2025Q2: 170,280 shares; 2025Q3: 156,967 shares; 2025Q4: 139,371 shares; 2026Q1: 138,977 shares; 2026Q2: 128,460 shares 128,460 $45.5M 0.06% -10,517 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: 193,374 shares; 2024Q4: 196,654 shares; 2025Q1: 194,300 shares; 2025Q2: 194,427 shares; 2025Q3: 210,501 shares; 2025Q4: 204,208 shares; 2026Q1: 173,908 shares; 2026Q2: 165,661 shares 165,661 $45.3M 0.06% -8,247 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: 349,396 shares; 2024Q4: 413,463 shares; 2025Q1: 487,379 shares; 2025Q2: 532,493 shares; 2025Q3: 552,813 shares; 2025Q4: 530,018 shares; 2026Q1: 556,296 shares; 2026Q2: 563,226 shares 563,226 $45.2M 0.06% +6,930 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: 223,858 shares; 2024Q4: 217,889 shares; 2025Q1: 226,270 shares; 2025Q2: 204,725 shares; 2025Q3: 185,081 shares; 2025Q4: 179,037 shares; 2026Q1: 180,990 shares; 2026Q2: 166,272 shares 166,272 $45.2M 0.06% -14,718 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: 2,009,642 shares; 2024Q4: 2,093,187 shares; 2025Q1: 1,250,310 shares; 2025Q2: 1,142,721 shares; 2025Q3: 1,131,229 shares; 2025Q4: 1,184,157 shares; 2026Q1: 2,045,565 shares; 2026Q2: 1,967,803 shares 1,967,803 $44.8M 0.06% -77,762 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,219 shares; 2024Q4: 229,313 shares; 2025Q1: 267,269 shares; 2025Q2: 229,556 shares; 2025Q3: 246,691 shares; 2025Q4: 226,247 shares; 2026Q1: 225,606 shares; 2026Q2: 201,005 shares 201,005 $44.8M 0.06% -24,601 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: 577,915 shares; 2024Q4: 737,801 shares; 2025Q1: 856,827 shares; 2025Q2: 895,290 shares; 2025Q3: 820,995 shares; 2025Q4: 759,955 shares; 2026Q1: 641,189 shares; 2026Q2: 619,619 shares 619,619 $44.7M 0.06% -21,570 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,955 shares; 2024Q4: 438,252 shares; 2025Q1: 462,374 shares; 2025Q2: 409,416 shares; 2025Q3: 321,537 shares; 2025Q4: 303,879 shares; 2026Q1: 284,420 shares; 2026Q2: 270,541 shares 270,541 $43.8M 0.06% -13,879 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875,550 shares; 2024Q4: 842,133 shares; 2025Q1: 840,086 shares; 2025Q2: 1,027,373 shares; 2025Q3: 1,015,966 shares; 2025Q4: 889,719 shares; 2026Q1: 915,709 shares; 2026Q2: 918,600 shares 918,600 $43.7M 0.05% +2,891 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: 906,175 shares; 2024Q4: 894,168 shares; 2025Q1: 959,931 shares; 2025Q2: 916,922 shares; 2025Q3: 783,148 shares; 2025Q4: 729,717 shares; 2026Q1: 691,739 shares; 2026Q2: 551,423 shares 551,423 $43.1M 0.05% -140,316 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,340 shares; 2024Q4: 950,514 shares; 2025Q1: 973,257 shares; 2025Q2: 1,011,144 shares; 2025Q3: 904,176 shares; 2025Q4: 896,707 shares; 2026Q1: 865,227 shares; 2026Q2: 834,084 shares 834,084 $43M 0.05% -31,143 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,168 shares; 2024Q4: 479,901 shares; 2025Q1: 466,394 shares; 2025Q2: 469,458 shares; 2025Q3: 470,912 shares; 2025Q4: 470,613 shares; 2026Q1: 468,453 shares; 2026Q2: 479,583 shares 479,583 $42.8M 0.05% +11,130 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: 1,061,399 shares; 2024Q4: 1,110,130 shares; 2025Q1: 1,059,425 shares; 2025Q2: 1,084,063 shares; 2025Q3: 1,018,085 shares; 2025Q4: 1,106,838 shares; 2026Q1: 945,077 shares; 2026Q2: 1,236,763 shares 1,236,763 $42.4M 0.05% +291,686 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,570 shares; 2024Q4: 108,065 shares; 2025Q1: 111,237 shares; 2025Q2: 112,124 shares; 2025Q3: 108,074 shares; 2025Q4: 102,767 shares; 2026Q1: 104,834 shares; 2026Q2: 107,395 shares 107,395 $42.4M 0.05% +2,561 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: 552,869 shares; 2024Q4: 539,179 shares; 2025Q1: 544,059 shares; 2025Q2: 553,452 shares; 2025Q3: 524,700 shares; 2025Q4: 618,966 shares; 2026Q1: 605,190 shares; 2026Q2: 613,201 shares 613,201 $41.9M 0.05% +8,011 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: 1,420,733 shares; 2024Q4: 1,361,597 shares; 2025Q1: 1,532,259 shares; 2025Q2: 1,453,624 shares; 2025Q3: 1,550,102 shares; 2025Q4: 1,509,808 shares; 2026Q1: 1,430,221 shares; 2026Q2: 1,384,395 shares 1,384,395 $41.8M 0.05% -45,826 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: 577,736 shares; 2024Q4: 1,747,482 shares; 2025Q1: 1,757,424 shares; 2025Q2: 1,773,982 shares; 2025Q3: 1,768,452 shares; 2025Q4: 1,514,975 shares; 2026Q1: 1,459,429 shares; 2026Q2: 1,414,749 shares 1,414,749 $41.6M 0.05% -44,680 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: 464,604 shares; 2024Q4: 571,803 shares; 2025Q1: 658,863 shares; 2025Q2: 737,938 shares; 2025Q3: 750,484 shares; 2025Q4: 766,927 shares; 2026Q1: 779,079 shares; 2026Q2: 819,263 shares 819,263 $41M 0.05% +40,184 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: 67,595 shares; 2024Q4: 69,567 shares; 2025Q1: 65,027 shares; 2025Q2: 62,682 shares; 2025Q3: 56,481 shares; 2025Q4: 62,976 shares; 2026Q1: 55,648 shares; 2026Q2: 57,172 shares 57,172 $40.8M 0.05% +1,524 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: 238,120 shares 238,120 $40.7M 0.05% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685,962 shares; 2024Q4: 674,956 shares; 2025Q1: 705,284 shares; 2025Q2: 676,371 shares; 2025Q3: 697,860 shares; 2025Q4: 763,542 shares; 2026Q1: 747,184 shares; 2026Q2: 778,825 shares 778,825 $40.4M 0.05% +31,641 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: 13,398 shares; 2024Q4: 38,888 shares; 2025Q1: 102,480 shares; 2025Q2: 327,297 shares; 2025Q3: 784,620 shares; 2025Q4: 909,211 shares; 2026Q1: 830,936 shares; 2026Q2: 1,076,909 shares 1,076,909 $40.3M 0.05% +245,973 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: 856,498 shares; 2024Q4: 1,889,072 shares; 2025Q1: 1,884,852 shares; 2025Q2: 1,961,550 shares; 2025Q3: 1,961,668 shares; 2025Q4: 1,969,527 shares; 2026Q1: 1,313,947 shares; 2026Q2: 1,452,785 shares 1,452,785 $40.2M 0.05% +138,838 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: 598,405 shares; 2026Q2: 795,866 shares 795,866 $40.1M 0.05% +197,461 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: 275,550 shares; 2024Q4: 335,330 shares; 2025Q1: 319,799 shares; 2025Q2: 197,446 shares; 2025Q3: 202,322 shares; 2025Q4: 274,006 shares; 2026Q1: 309,232 shares; 2026Q2: 366,293 shares 366,293 $40M 0.05% +57,061 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,890 shares; 2024Q4: 611,235 shares; 2025Q1: 655,910 shares; 2025Q2: 600,138 shares; 2025Q3: 1,129,685 shares; 2025Q4: 1,072,268 shares; 2026Q1: 1,025,505 shares; 2026Q2: 867,478 shares 867,478 $39.9M 0.05% -158,027 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,803 shares; 2024Q4: 833,014 shares; 2025Q1: 1,046,632 shares; 2025Q2: 1,054,259 shares; 2025Q3: 1,122,867 shares; 2025Q4: 1,408,626 shares; 2026Q1: 1,684,063 shares; 2026Q2: 1,648,333 shares 1,648,333 $39.9M 0.05% -35,730 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: 40,125 shares; 2024Q4: 44,038 shares; 2025Q1: 45,321 shares; 2025Q2: 42,298 shares; 2025Q3: 40,490 shares; 2025Q4: 39,628 shares; 2026Q1: 39,499 shares; 2026Q2: 40,815 shares 40,815 $39.9M 0.05% +1,316 Timeline FIDU 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: 258,178 shares; 2024Q4: 272,813 shares; 2025Q1: 274,562 shares; 2025Q2: 327,871 shares; 2025Q3: 404,939 shares; 2025Q4: 396,655 shares; 2026Q1: 389,110 shares; 2026Q2: 400,727 shares 400,727 $39.9M 0.05% +11,617 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: 215,365 shares; 2024Q4: 216,110 shares; 2025Q1: 233,521 shares; 2025Q2: 221,486 shares; 2025Q3: 217,174 shares; 2025Q4: 201,535 shares; 2026Q1: 189,941 shares; 2026Q2: 176,857 shares 176,857 $39.9M 0.05% -13,084 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: 1,064,093 shares; 2024Q4: 1,183,574 shares; 2025Q1: 1,251,459 shares; 2025Q2: 1,231,259 shares; 2025Q3: 1,162,679 shares; 2025Q4: 1,108,527 shares; 2026Q1: 1,088,417 shares; 2026Q2: 1,084,844 shares 1,084,844 $39.9M 0.05% -3,573 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,624 shares; 2024Q4: 113,345 shares; 2025Q1: 104,962 shares; 2025Q2: 96,711 shares; 2025Q3: 89,519 shares; 2025Q4: 86,001 shares; 2026Q1: 85,349 shares; 2026Q2: 80,424 shares 80,424 $39.8M 0.05% -4,925 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: 91,774 shares; 2024Q4: 92,380 shares; 2025Q1: 98,583 shares; 2025Q2: 101,769 shares; 2025Q3: 92,188 shares; 2025Q4: 79,042 shares; 2026Q1: 80,089 shares; 2026Q2: 76,647 shares 76,647 $39.8M 0.05% -3,442 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,115 shares; 2024Q4: 209,295 shares; 2025Q1: 377,369 shares; 2025Q2: 722,487 shares; 2025Q3: 759,630 shares; 2025Q4: 805,935 shares; 2026Q1: 871,803 shares; 2026Q2: 908,936 shares 908,936 $39.5M 0.05% +37,133 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,687 shares; 2026Q2: 1,901,359 shares 1,901,359 $39.5M 0.05% +1,599,672 Timeline NIQ NIQ GLOBAL INTELLIGENCE PLC More: the full row for NIQ GLOBAL INTELLIGENCE 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: 22,982 shares; 2025Q4: 23,106 shares; 2026Q1: 37,555 shares; 2026Q2: 4,185,167 shares 4,185,167 $39.1M 0.05% +4,147,612 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: 1,026,920 shares; 2024Q4: 1,023,562 shares; 2025Q1: 1,039,213 shares; 2025Q2: 1,008,508 shares; 2025Q3: 917,559 shares; 2025Q4: 896,941 shares; 2026Q1: 738,219 shares; 2026Q2: 721,415 shares 721,415 $39.1M 0.05% -16,804 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: 578,481 shares; 2024Q4: 592,915 shares; 2025Q1: 641,250 shares; 2025Q2: 638,339 shares; 2025Q3: 645,366 shares; 2025Q4: 636,066 shares; 2026Q1: 447,397 shares; 2026Q2: 415,574 shares 415,574 $38.8M 0.05% -31,823 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,959 shares; 2024Q4: 430,156 shares; 2025Q1: 446,386 shares; 2025Q2: 1,670,634 shares; 2025Q3: 1,577,772 shares; 2025Q4: 1,539,298 shares; 2026Q1: 551,512 shares; 2026Q2: 885,095 shares 885,095 $38.3M 0.05% +333,583 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605,441 shares; 2024Q4: 1,358,984 shares; 2025Q1: 1,279,627 shares; 2025Q2: 1,156,177 shares; 2025Q3: 934,276 shares; 2025Q4: 833,647 shares; 2026Q1: 789,098 shares; 2026Q2: 731,929 shares 731,929 $38.2M 0.05% -57,169 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: 121,228 shares; 2024Q4: 126,908 shares; 2025Q1: 147,507 shares; 2025Q2: 194,194 shares; 2025Q3: 202,308 shares; 2025Q4: 178,608 shares; 2026Q1: 199,363 shares; 2026Q2: 189,589 shares 189,589 $38M 0.05% -9,774 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,131 shares; 2024Q4: 171,071 shares; 2025Q1: 180,644 shares; 2025Q2: 168,413 shares; 2025Q3: 122,318 shares; 2025Q4: 113,468 shares; 2026Q1: 112,719 shares; 2026Q2: 109,693 shares 109,693 $37.8M 0.05% -3,026 Timeline FTMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,974,798 shares; 2026Q1: 3,223,035 shares; 2026Q2: 4,125,919 shares 4,125,919 $37.6M 0.05% +902,884 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: 190,657 shares; 2024Q4: 198,693 shares; 2025Q1: 204,892 shares; 2025Q2: 217,950 shares; 2025Q3: 188,594 shares; 2025Q4: 176,559 shares; 2026Q1: 162,412 shares; 2026Q2: 152,886 shares 152,886 $37.6M 0.05% -9,526 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: 162,931 shares; 2024Q4: 116,330 shares; 2025Q1: 113,901 shares; 2025Q2: 154,561 shares; 2025Q3: 185,002 shares; 2025Q4: 186,237 shares; 2026Q1: 203,720 shares; 2026Q2: 210,373 shares 210,373 $37.2M 0.05% +6,653 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: 1,187,848 shares; 2024Q4: 1,238,124 shares; 2025Q1: 1,230,605 shares; 2025Q2: 970,763 shares; 2025Q3: 948,524 shares; 2025Q4: 991,532 shares; 2026Q1: 777,821 shares; 2026Q2: 732,688 shares 732,688 $37.1M 0.05% -45,133 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805,483 shares; 2024Q4: 977,493 shares; 2025Q1: 1,094,509 shares; 2025Q2: 1,144,457 shares; 2025Q3: 1,307,228 shares; 2025Q4: 1,537,007 shares; 2026Q1: 1,483,260 shares; 2026Q2: 1,520,764 shares 1,520,764 $36.8M 0.05% +37,504 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,847 shares; 2024Q4: 101,753 shares; 2025Q1: 148,211 shares; 2025Q2: 161,672 shares; 2025Q3: 175,273 shares; 2025Q4: 166,721 shares; 2026Q1: 134,608 shares; 2026Q2: 136,316 shares 136,316 $36.6M 0.05% +1,708 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: 672,297 shares; 2024Q4: 698,178 shares; 2025Q1: 735,758 shares; 2025Q2: 714,501 shares; 2025Q3: 695,515 shares; 2025Q4: 622,381 shares; 2026Q1: 626,860 shares; 2026Q2: 606,349 shares 606,349 $36.6M 0.05% -20,511 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: 460,653 shares; 2024Q4: 419,626 shares; 2025Q1: 425,461 shares; 2025Q2: 371,067 shares; 2025Q3: 362,490 shares; 2025Q4: 349,598 shares; 2026Q1: 311,166 shares; 2026Q2: 312,674 shares 312,674 $36.6M 0.05% +1,508 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978,390 shares; 2024Q4: 996,002 shares; 2025Q1: 443,220 shares; 2025Q2: 397,867 shares; 2025Q3: 286,618 shares; 2025Q4: 275,442 shares; 2026Q1: 253,689 shares; 2026Q2: 236,988 shares 236,988 $36.6M 0.05% -16,701 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,477 shares; 2024Q4: 178,766 shares; 2025Q1: 186,497 shares; 2025Q2: 174,343 shares; 2025Q3: 171,384 shares; 2025Q4: 154,198 shares; 2026Q1: 148,275 shares; 2026Q2: 134,959 shares 134,959 $36.5M 0.05% -13,316 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,721 shares; 2024Q4: 301,760 shares; 2025Q1: 299,340 shares; 2025Q2: 287,287 shares; 2025Q3: 273,176 shares; 2025Q4: 241,686 shares; 2026Q1: 256,710 shares; 2026Q2: 250,574 shares 250,574 $36.2M 0.05% -6,136 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: 2,148,624 shares; 2024Q4: 1,799,726 shares; 2025Q1: 2,610,442 shares; 2025Q2: 2,097,298 shares; 2025Q3: 1,248,486 shares; 2025Q4: 958,269 shares; 2026Q1: 693,596 shares; 2026Q2: 660,945 shares 660,945 $36.1M 0.05% -32,651 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: 129,674 shares; 2024Q4: 141,729 shares; 2025Q1: 183,923 shares; 2025Q2: 196,813 shares; 2025Q3: 298,625 shares; 2025Q4: 303,017 shares; 2026Q1: 459,307 shares; 2026Q2: 451,418 shares 451,418 $35.9M 0.05% -7,889 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: 479,885 shares; 2024Q4: 1,762,208 shares; 2025Q1: 1,886,838 shares; 2025Q2: 2,049,148 shares; 2025Q3: 1,898,469 shares; 2025Q4: 1,214,822 shares; 2026Q1: 1,205,610 shares; 2026Q2: 1,152,222 shares 1,152,222 $35.8M 0.05% -53,388 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: 193,554 shares; 2024Q4: 193,567 shares; 2025Q1: 205,840 shares; 2025Q2: 194,494 shares; 2025Q3: 190,274 shares; 2025Q4: 172,386 shares; 2026Q1: 162,172 shares; 2026Q2: 159,988 shares 159,988 $35.8M 0.05% -2,184 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: 661,380 shares; 2024Q4: 510,922 shares; 2025Q1: 493,343 shares; 2025Q2: 443,195 shares; 2025Q3: 458,552 shares; 2025Q4: 432,854 shares; 2026Q1: 397,765 shares; 2026Q2: 346,307 shares 346,307 $35.8M 0.05% -51,458 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: 53,318 shares; 2024Q4: 54,998 shares; 2025Q1: 56,640 shares; 2025Q2: 54,203 shares; 2025Q3: 54,252 shares; 2025Q4: 51,872 shares; 2026Q1: 34,206 shares; 2026Q2: 31,603 shares 31,603 $35.8M 0.05% -2,603 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: 511,338 shares; 2024Q4: 505,663 shares; 2025Q1: 507,934 shares; 2025Q2: 471,090 shares; 2025Q3: 444,256 shares; 2025Q4: 389,769 shares; 2026Q1: 365,452 shares; 2026Q2: 349,784 shares 349,784 $35.7M 0.04% -15,668 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: 183,396 shares; 2024Q4: 210,973 shares; 2025Q1: 329,188 shares; 2025Q2: 438,644 shares; 2025Q3: 484,484 shares; 2025Q4: 511,714 shares; 2026Q1: 626,692 shares; 2026Q2: 1,256,446 shares 1,256,446 $35.7M 0.04% +629,754 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: 2,047,416 shares; 2024Q4: 2,018,545 shares; 2025Q1: 2,059,144 shares; 2025Q2: 1,825,251 shares; 2025Q3: 1,404,358 shares; 2025Q4: 1,312,161 shares; 2026Q1: 1,150,748 shares; 2026Q2: 1,165,342 shares 1,165,342 $35.5M 0.04% +14,594 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: 107,271 shares; 2024Q4: 109,749 shares; 2025Q1: 113,948 shares; 2025Q2: 107,317 shares; 2025Q3: 91,625 shares; 2025Q4: 81,787 shares; 2026Q1: 75,436 shares; 2026Q2: 70,841 shares 70,841 $35.5M 0.04% -4,595 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: 301,803 shares; 2024Q4: 292,164 shares; 2025Q1: 300,788 shares; 2025Q2: 276,731 shares; 2025Q3: 255,839 shares; 2025Q4: 211,917 shares; 2026Q1: 210,092 shares; 2026Q2: 209,803 shares 209,803 $35.5M 0.04% -289 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: 152,835 shares; 2024Q4: 158,804 shares; 2025Q1: 169,216 shares; 2025Q2: 177,159 shares; 2025Q3: 180,307 shares; 2025Q4: 184,217 shares; 2026Q1: 182,052 shares; 2026Q2: 179,111 shares 179,111 $35.1M 0.04% -2,941 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,720 shares; 2024Q4: 126,080 shares; 2025Q1: 121,337 shares; 2025Q2: 126,022 shares; 2025Q3: 124,619 shares; 2025Q4: 113,029 shares; 2026Q1: 115,226 shares; 2026Q2: 111,418 shares 111,418 $35.1M 0.04% -3,808 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: 52,343 shares; 2024Q4: 49,397 shares; 2025Q1: 54,303 shares; 2025Q2: 62,613 shares; 2025Q3: 63,053 shares; 2025Q4: 296,712 shares; 2026Q1: 342,092 shares; 2026Q2: 353,032 shares 353,032 $35M 0.04% +10,940 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,859 shares; 2024Q4: 146,677 shares; 2025Q1: 146,022 shares; 2025Q2: 130,147 shares; 2025Q3: 123,288 shares; 2025Q4: 119,171 shares; 2026Q1: 118,454 shares; 2026Q2: 111,069 shares 111,069 $34.8M 0.04% -7,385 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: 236,825 shares; 2024Q4: 212,693 shares; 2025Q1: 194,469 shares; 2025Q2: 187,773 shares; 2025Q3: 168,756 shares; 2025Q4: 155,111 shares; 2026Q1: 142,449 shares; 2026Q2: 133,146 shares 133,146 $34.7M 0.04% -9,303 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: 70,284 shares; 2024Q4: 52,101 shares; 2025Q1: 57,590 shares; 2025Q2: 48,678 shares; 2025Q3: 48,879 shares; 2025Q4: 48,008 shares; 2026Q1: 47,293 shares; 2026Q2: 45,806 shares 45,806 $34.6M 0.04% -1,487 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,077 shares; 2024Q4: 476,187 shares; 2025Q1: 493,047 shares; 2025Q2: 506,587 shares; 2025Q3: 456,302 shares; 2025Q4: 396,649 shares; 2026Q1: 400,387 shares; 2026Q2: 393,335 shares 393,335 $34.6M 0.04% -7,052 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,295 shares; 2024Q4: 310,984 shares; 2025Q1: 318,866 shares; 2025Q2: 303,443 shares; 2025Q3: 298,141 shares; 2025Q4: 272,909 shares; 2026Q1: 279,788 shares; 2026Q2: 264,795 shares 264,795 $34.6M 0.04% -14,993 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: 530,362 shares; 2024Q4: 560,877 shares; 2025Q1: 547,968 shares; 2025Q2: 498,494 shares; 2025Q3: 433,517 shares; 2025Q4: 635,255 shares; 2026Q1: 553,686 shares; 2026Q2: 375,064 shares 375,064 $34.6M 0.04% -178,622 Timeline FLDR 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: 245,386 shares; 2024Q4: 332,214 shares; 2025Q1: 469,963 shares; 2025Q2: 569,158 shares; 2025Q3: 438,310 shares; 2025Q4: 644,156 shares; 2026Q1: 844,053 shares; 2026Q2: 689,383 shares 689,383 $34.5M 0.04% -154,670 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: 1,263,196 shares; 2024Q4: 1,346,070 shares; 2025Q1: 1,457,052 shares; 2025Q2: 1,414,973 shares; 2025Q3: 1,191,291 shares; 2025Q4: 659,130 shares; 2026Q1: 658,005 shares; 2026Q2: 590,351 shares 590,351 $34.4M 0.04% -67,654 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,395 shares; 2024Q4: 418,313 shares; 2025Q1: 451,717 shares; 2025Q2: 463,841 shares; 2025Q3: 408,412 shares; 2025Q4: 527,433 shares; 2026Q1: 353,817 shares; 2026Q2: 345,930 shares 345,930 $34.4M 0.04% -7,887 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: 781,781 shares; 2024Q4: 763,063 shares; 2025Q1: 989,548 shares; 2025Q2: 908,073 shares; 2025Q3: 841,339 shares; 2025Q4: 867,132 shares; 2026Q1: 739,560 shares; 2026Q2: 708,368 shares 708,368 $34.3M 0.04% -31,192 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: 159,220 shares; 2024Q4: 159,497 shares; 2025Q1: 166,711 shares; 2025Q2: 156,992 shares; 2025Q3: 154,563 shares; 2025Q4: 137,912 shares; 2026Q1: 129,580 shares; 2026Q2: 108,889 shares 108,889 $34.3M 0.04% -20,691 Timeline FENY 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: 1,326,336 shares; 2024Q4: 1,531,085 shares; 2025Q1: 1,523,883 shares; 2025Q2: 1,421,526 shares; 2025Q3: 1,325,295 shares; 2025Q4: 1,286,484 shares; 2026Q1: 1,276,388 shares; 2026Q2: 1,157,609 shares 1,157,609 $34.2M 0.04% -118,779 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,530 shares; 2024Q4: 391,006 shares; 2025Q1: 394,780 shares; 2025Q2: 392,688 shares; 2025Q3: 366,155 shares; 2025Q4: 352,697 shares; 2026Q1: 320,701 shares; 2026Q2: 307,726 shares 307,726 $34M 0.04% -12,975 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: 30,998 shares; 2026Q2: 1,210,835 shares 1,210,835 $34M 0.04% +1,179,837 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,778 shares; 2024Q4: 298,442 shares; 2025Q1: 315,981 shares; 2025Q2: 306,495 shares; 2025Q3: 270,591 shares; 2025Q4: 269,184 shares; 2026Q1: 293,777 shares; 2026Q2: 309,460 shares 309,460 $33.9M 0.04% +15,683 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,065 shares; 2024Q4: 110,970 shares; 2025Q1: 113,584 shares; 2025Q2: 112,145 shares; 2025Q3: 122,055 shares; 2025Q4: 121,303 shares; 2026Q1: 123,923 shares; 2026Q2: 122,603 shares 122,603 $33.8M 0.04% -1,320 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,800 shares; 2024Q4: 624,260 shares; 2025Q1: 637,639 shares; 2025Q2: 571,374 shares; 2025Q3: 723,252 shares; 2025Q4: 535,200 shares; 2026Q1: 450,424 shares; 2026Q2: 638,317 shares 638,317 $33.8M 0.04% +187,893 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622,557 shares; 2024Q4: 787,742 shares; 2025Q1: 903,418 shares; 2025Q2: 1,198,247 shares; 2025Q3: 1,239,330 shares; 2025Q4: 1,250,817 shares; 2026Q1: 1,175,843 shares; 2026Q2: 1,038,915 shares 1,038,915 $33.7M 0.04% -136,928 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: 295,890 shares; 2024Q4: 367,801 shares; 2025Q1: 601,675 shares; 2025Q2: 606,068 shares; 2025Q3: 687,175 shares; 2025Q4: 762,201 shares; 2026Q1: 806,633 shares; 2026Q2: 838,859 shares 838,859 $33.7M 0.04% +32,226 Timeline VUSB 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: 201,447 shares; 2024Q4: 236,856 shares; 2025Q1: 265,246 shares; 2025Q2: 312,940 shares; 2025Q3: 390,963 shares; 2025Q4: 527,334 shares; 2026Q1: 646,922 shares; 2026Q2: 673,738 shares 673,738 $33.5M 0.04% +26,816 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930,144 shares; 2024Q4: 906,258 shares; 2025Q1: 883,899 shares; 2025Q2: 1,000,525 shares; 2025Q3: 933,275 shares; 2025Q4: 907,796 shares; 2026Q1: 873,251 shares; 2026Q2: 899,288 shares 899,288 $33.4M 0.04% +26,037 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,106 shares; 2024Q4: 229,199 shares; 2025Q1: 232,073 shares; 2025Q2: 237,484 shares; 2025Q3: 319,538 shares; 2025Q4: 335,759 shares; 2026Q1: 349,046 shares; 2026Q2: 354,647 shares 354,647 $33.4M 0.04% +5,601 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: 366,857 shares; 2024Q4: 375,269 shares; 2025Q1: 462,602 shares; 2025Q2: 399,263 shares; 2025Q3: 389,985 shares; 2025Q4: 321,973 shares; 2026Q1: 328,846 shares; 2026Q2: 292,174 shares 292,174 $33.4M 0.04% -36,672 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,127 shares; 2024Q4: 45,462 shares; 2025Q1: 73,463 shares; 2025Q2: 79,862 shares; 2025Q3: 100,015 shares; 2025Q4: 214,331 shares; 2026Q1: 377,773 shares; 2026Q2: 431,363 shares 431,363 $33.3M 0.04% +53,590 Timeline QGRO 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: 105,382 shares; 2024Q4: 104,883 shares; 2025Q1: 126,318 shares; 2025Q2: 176,171 shares; 2025Q3: 257,968 shares; 2025Q4: 266,143 shares; 2026Q1: 265,404 shares; 2026Q2: 281,976 shares 281,976 $33.3M 0.04% +16,572 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718,608 shares; 2024Q4: 716,748 shares; 2025Q1: 744,985 shares; 2025Q2: 728,071 shares; 2025Q3: 703,555 shares; 2025Q4: 652,738 shares; 2026Q1: 625,503 shares; 2026Q2: 602,675 shares 602,675 $33.2M 0.04% -22,828 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: 655,033 shares; 2024Q4: 657,759 shares; 2025Q1: 687,495 shares; 2025Q2: 719,429 shares; 2025Q3: 702,530 shares; 2025Q4: 685,890 shares; 2026Q1: 709,536 shares; 2026Q2: 379,502 shares 379,502 $33M 0.04% -330,034 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: 385,382 shares; 2024Q4: 396,219 shares; 2025Q1: 403,988 shares; 2025Q2: 395,337 shares; 2025Q3: 396,924 shares; 2025Q4: 381,901 shares; 2026Q1: 383,856 shares; 2026Q2: 286,653 shares 286,653 $32.9M 0.04% -97,203 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: 115,223 shares; 2024Q4: 122,880 shares; 2025Q1: 135,336 shares; 2025Q2: 161,085 shares; 2025Q3: 152,377 shares; 2025Q4: 150,986 shares; 2026Q1: 144,029 shares; 2026Q2: 132,060 shares 132,060 $32.8M 0.04% -11,969 Timeline FDEM 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: 759,655 shares; 2024Q4: 833,607 shares; 2025Q1: 861,735 shares; 2025Q2: 929,370 shares; 2025Q3: 956,075 shares; 2025Q4: 951,906 shares; 2026Q1: 1,008,289 shares; 2026Q2: 899,844 shares 899,844 $32.7M 0.04% -108,445 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: 2,935 shares; 2024Q4: 15,831 shares; 2025Q1: 41,992 shares; 2025Q2: 72,843 shares; 2025Q3: 136,730 shares; 2025Q4: 192,830 shares; 2026Q1: 245,915 shares; 2026Q2: 280,283 shares 280,283 $32.5M 0.04% +34,368 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,816 shares; 2024Q4: 631,891 shares; 2025Q1: 585,114 shares; 2025Q2: 589,215 shares; 2025Q3: 608,447 shares; 2025Q4: 612,168 shares; 2026Q1: 653,394 shares; 2026Q2: 672,029 shares 672,029 $32.5M 0.04% +18,635 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,563 shares; 2024Q4: 238,654 shares; 2025Q1: 204,711 shares; 2025Q2: 205,197 shares; 2025Q3: 203,340 shares; 2025Q4: 219,699 shares; 2026Q1: 228,315 shares; 2026Q2: 227,210 shares 227,210 $32.4M 0.04% -1,105 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: 394,585 shares; 2024Q4: 416,501 shares; 2025Q1: 434,857 shares; 2025Q2: 449,800 shares; 2025Q3: 439,850 shares; 2025Q4: 429,132 shares; 2026Q1: 451,757 shares; 2026Q2: 461,947 shares 461,947 $32.3M 0.04% +10,190 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: 251,853 shares; 2024Q4: 242,715 shares; 2025Q1: 249,927 shares; 2025Q2: 263,722 shares; 2025Q3: 242,754 shares; 2025Q4: 250,063 shares; 2026Q1: 249,477 shares; 2026Q2: 292,981 shares 292,981 $32.2M 0.04% +43,504 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: 322,700 shares; 2024Q4: 343,628 shares; 2025Q1: 360,192 shares; 2025Q2: 331,760 shares; 2025Q3: 287,540 shares; 2025Q4: 236,629 shares; 2026Q1: 236,808 shares; 2026Q2: 234,610 shares 234,610 $32.1M 0.04% -2,198 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: 358,106 shares; 2024Q4: 367,841 shares; 2025Q1: 368,154 shares; 2025Q2: 427,211 shares; 2025Q3: 526,709 shares; 2025Q4: 533,268 shares; 2026Q1: 528,743 shares; 2026Q2: 619,011 shares 619,011 $32.1M 0.04% +90,268 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,925 shares; 2024Q4: 39,054 shares; 2025Q1: 118,510 shares; 2025Q2: 175,485 shares; 2025Q3: 181,667 shares; 2025Q4: 184,968 shares; 2026Q1: 826,923 shares; 2026Q2: 840,088 shares 840,088 $32M 0.04% +13,165 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: 79,078 shares; 2024Q4: 81,801 shares; 2025Q1: 95,428 shares; 2025Q2: 130,070 shares; 2025Q3: 206,177 shares; 2025Q4: 230,211 shares; 2026Q1: 325,311 shares; 2026Q2: 357,412 shares 357,412 $31.9M 0.04% +32,101 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: 1,502,340 shares; 2024Q4: 1,633,396 shares; 2025Q1: 1,690,838 shares; 2025Q2: 2,024,534 shares; 2025Q3: 1,865,708 shares; 2025Q4: 1,806,727 shares; 2026Q1: 1,752,473 shares; 2026Q2: 1,664,471 shares 1,664,471 $31.8M 0.04% -88,002 Timeline BUFG 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: 961,509 shares; 2024Q4: 965,929 shares; 2025Q1: 1,037,846 shares; 2025Q2: 1,043,204 shares; 2025Q3: 984,282 shares; 2025Q4: 1,020,931 shares; 2026Q1: 1,049,093 shares; 2026Q2: 1,084,987 shares 1,084,987 $31.8M 0.04% +35,894 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: 317,898 shares; 2024Q4: 320,815 shares; 2025Q1: 334,028 shares; 2025Q2: 326,403 shares; 2025Q3: 299,480 shares; 2025Q4: 252,392 shares; 2026Q1: 223,155 shares; 2026Q2: 202,815 shares 202,815 $31.8M 0.04% -20,340 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: 324,016 shares; 2024Q4: 310,535 shares; 2025Q1: 382,748 shares; 2025Q2: 351,818 shares; 2025Q3: 309,596 shares; 2025Q4: 263,538 shares; 2026Q1: 258,398 shares; 2026Q2: 246,685 shares 246,685 $31.2M 0.04% -11,713 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,799 shares; 2024Q4: 648,374 shares; 2025Q1: 693,311 shares; 2025Q2: 769,430 shares; 2025Q3: 735,060 shares; 2025Q4: 720,172 shares; 2026Q1: 699,927 shares; 2026Q2: 637,862 shares 637,862 $31.1M 0.04% -62,065 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: 352,682 shares; 2024Q4: 339,725 shares; 2025Q1: 341,582 shares; 2025Q2: 279,755 shares; 2025Q3: 243,333 shares; 2025Q4: 240,027 shares; 2026Q1: 201,684 shares; 2026Q2: 284,398 shares 284,398 $31.1M 0.04% +82,714 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,551,023 shares; 2024Q4: 1,583,732 shares; 2025Q1: 712,010 shares; 2025Q2: 648,463 shares; 2025Q3: 603,143 shares; 2025Q4: 611,595 shares; 2026Q1: 624,590 shares; 2026Q2: 648,479 shares 648,479 $31.1M 0.04% +23,889 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,494 shares; 2024Q4: 157,131 shares; 2025Q1: 166,838 shares; 2025Q2: 154,276 shares; 2025Q3: 142,604 shares; 2025Q4: 134,195 shares; 2026Q1: 127,851 shares; 2026Q2: 121,048 shares 121,048 $30.9M 0.04% -6,803 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,118 shares; 2024Q4: 340,782 shares; 2025Q1: 333,830 shares; 2025Q2: 308,340 shares; 2025Q3: 262,453 shares; 2025Q4: 251,428 shares; 2026Q1: 236,258 shares; 2026Q2: 209,429 shares 209,429 $30.9M 0.04% -26,829 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,369 shares; 2024Q4: 399,644 shares; 2025Q1: 441,937 shares; 2025Q2: 398,302 shares; 2025Q3: 361,870 shares; 2025Q4: 326,033 shares; 2026Q1: 349,972 shares; 2026Q2: 330,897 shares 330,897 $30.9M 0.04% -19,075 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: 338,769 shares; 2024Q4: 272,866 shares; 2025Q1: 298,088 shares; 2025Q2: 297,995 shares; 2025Q3: 297,980 shares; 2025Q4: 277,801 shares; 2026Q1: 261,176 shares; 2026Q2: 263,033 shares 263,033 $30.9M 0.04% +1,857 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: 120,659 shares; 2024Q4: 122,506 shares; 2025Q1: 106,991 shares; 2025Q2: 103,926 shares; 2025Q3: 98,151 shares; 2025Q4: 93,581 shares; 2026Q1: 86,949 shares; 2026Q2: 83,213 shares 83,213 $30.8M 0.04% -3,736 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,209,353 shares; 2024Q4: 10,183,502 shares; 2025Q1: 9,680,574 shares; 2025Q2: 9,213,437 shares; 2025Q3: 8,359,357 shares; 2025Q4: 6,988,246 shares; 2026Q1: 6,167,108 shares; 2026Q2: 6,132,731 shares 6,132,731 $30.6M 0.04% -34,377 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,201 shares; 2024Q4: 76,704 shares; 2025Q1: 76,734 shares; 2025Q2: 72,991 shares; 2025Q3: 64,729 shares; 2025Q4: 64,300 shares; 2026Q1: 63,145 shares; 2026Q2: 54,406 shares 54,406 $30.5M 0.04% -8,739 Timeline FEX 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: 207,042 shares; 2024Q4: 208,072 shares; 2025Q1: 214,492 shares; 2025Q2: 216,333 shares; 2025Q3: 216,382 shares; 2025Q4: 213,869 shares; 2026Q1: 213,629 shares; 2026Q2: 217,999 shares 217,999 $30.5M 0.04% +4,370 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: 272,789 shares; 2024Q4: 358,717 shares; 2025Q1: 379,082 shares; 2025Q2: 405,533 shares; 2025Q3: 409,490 shares; 2025Q4: 421,896 shares; 2026Q1: 531,607 shares; 2026Q2: 597,003 shares 597,003 $30.5M 0.04% +65,396 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434,933 shares; 2024Q4: 400,390 shares; 2025Q1: 418,549 shares; 2025Q2: 816,641 shares; 2025Q3: 906,690 shares; 2025Q4: 903,130 shares; 2026Q1: 933,466 shares; 2026Q2: 1,038,736 shares 1,038,736 $30.5M 0.04% +105,270 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,587 shares 135,587 $30.4M 0.04% new Timeline FHLC 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: 519,944 shares; 2024Q4: 523,252 shares; 2025Q1: 551,315 shares; 2025Q2: 491,535 shares; 2025Q3: 443,742 shares; 2025Q4: 427,973 shares; 2026Q1: 407,897 shares; 2026Q2: 392,229 shares 392,229 $30.3M 0.04% -15,668 Timeline BOTZ 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: 1,089,780 shares; 2024Q4: 841,213 shares; 2025Q1: 846,563 shares; 2025Q2: 910,310 shares; 2025Q3: 869,506 shares; 2025Q4: 822,894 shares; 2026Q1: 815,007 shares; 2026Q2: 798,203 shares 798,203 $30.3M 0.04% -16,804 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,707 shares; 2024Q4: 105,569 shares; 2025Q1: 99,642 shares; 2025Q2: 97,095 shares; 2025Q3: 88,846 shares; 2025Q4: 88,241 shares; 2026Q1: 94,333 shares; 2026Q2: 91,676 shares 91,676 $30.3M 0.04% -2,657 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574,940 shares; 2024Q4: 594,000 shares; 2025Q1: 605,002 shares; 2025Q2: 587,481 shares; 2025Q3: 583,649 shares; 2025Q4: 581,561 shares; 2026Q1: 493,273 shares; 2026Q2: 441,811 shares 441,811 $30.2M 0.04% -51,462 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,286 shares 136,286 $30.1M 0.04% new 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: 156,968 shares; 2024Q4: 150,919 shares; 2025Q1: 157,107 shares; 2025Q2: 150,071 shares; 2025Q3: 112,450 shares; 2025Q4: 106,366 shares; 2026Q1: 105,464 shares; 2026Q2: 102,469 shares 102,469 $30M 0.04% -2,995 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: 615,135 shares; 2024Q4: 588,530 shares; 2025Q1: 681,596 shares; 2025Q2: 664,211 shares; 2025Q3: 345,259 shares; 2025Q4: 288,041 shares; 2026Q1: 309,586 shares; 2026Q2: 365,570 shares 365,570 $30M 0.04% +55,984 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: 795,612 shares; 2024Q4: 868,701 shares; 2025Q1: 853,658 shares; 2025Q2: 474,299 shares; 2025Q3: 568,067 shares; 2025Q4: 597,848 shares; 2026Q1: 646,336 shares; 2026Q2: 761,526 shares 761,526 $29.9M 0.04% +115,190 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: 690,358 shares; 2024Q4: 673,299 shares; 2025Q1: 687,585 shares; 2025Q2: 645,793 shares; 2025Q3: 651,322 shares; 2025Q4: 630,990 shares; 2026Q1: 621,231 shares; 2026Q2: 598,369 shares 598,369 $29.8M 0.04% -22,862 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,958 shares; 2024Q4: 400,310 shares; 2025Q1: 468,942 shares; 2025Q2: 382,333 shares; 2025Q3: 364,048 shares; 2025Q4: 344,796 shares; 2026Q1: 295,234 shares; 2026Q2: 286,716 shares 286,716 $29.8M 0.04% -8,518 Timeline LQTI 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: 10,497 shares; 2025Q2: 517,000 shares; 2025Q3: 827,918 shares; 2025Q4: 1,174,736 shares; 2026Q1: 1,393,154 shares; 2026Q2: 1,537,625 shares 1,537,625 $29.7M 0.04% +144,471 Timeline SHYM 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: 944,084 shares; 2024Q4: 916,921 shares; 2025Q1: 1,238,529 shares; 2025Q2: 1,298,897 shares; 2025Q3: 1,246,754 shares; 2025Q4: 588,103 shares; 2026Q1: 1,283,310 shares; 2026Q2: 1,321,690 shares 1,321,690 $29.7M 0.04% +38,380 Timeline FLRG 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: 815,981 shares; 2024Q4: 853,458 shares; 2025Q1: 837,649 shares; 2025Q2: 836,351 shares; 2025Q3: 805,968 shares; 2025Q4: 795,544 shares; 2026Q1: 754,626 shares; 2026Q2: 722,984 shares 722,984 $29.7M 0.04% -31,642 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: 76,295 shares; 2024Q4: 75,651 shares; 2025Q1: 76,567 shares; 2025Q2: 71,168 shares; 2025Q3: 110,529 shares; 2025Q4: 123,845 shares; 2026Q1: 123,875 shares; 2026Q2: 124,711 shares 124,711 $29.6M 0.04% +836 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,026 shares; 2024Q4: 186,515 shares; 2025Q1: 184,526 shares; 2025Q2: 177,455 shares; 2025Q3: 157,765 shares; 2025Q4: 156,511 shares; 2026Q1: 147,971 shares; 2026Q2: 147,285 shares 147,285 $29.4M 0.04% -686 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,828 shares; 2024Q4: 193,390 shares; 2025Q1: 190,933 shares; 2025Q2: 192,066 shares; 2025Q3: 192,639 shares; 2025Q4: 186,232 shares; 2026Q1: 157,463 shares; 2026Q2: 151,776 shares 151,776 $29.4M 0.04% -5,687 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: 778,462 shares; 2024Q4: 668,522 shares; 2025Q1: 684,317 shares; 2025Q2: 714,150 shares; 2025Q3: 695,176 shares; 2025Q4: 566,899 shares; 2026Q1: 576,513 shares; 2026Q2: 556,835 shares 556,835 $29.4M 0.04% -19,678 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: 84,953 shares; 2024Q4: 82,377 shares; 2025Q1: 83,938 shares; 2025Q2: 81,169 shares; 2025Q3: 74,819 shares; 2025Q4: 72,289 shares; 2026Q1: 60,568 shares; 2026Q2: 57,630 shares 57,630 $29.4M 0.04% -2,938 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: not reported; 2025Q1: 7,510 shares; 2025Q2: 28,880 shares; 2025Q3: 55,771 shares; 2025Q4: 131,419 shares; 2026Q1: 240,522 shares; 2026Q2: 315,799 shares 315,799 $29M 0.04% +75,277 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: 48,331 shares; 2025Q1: 47,642 shares; 2025Q2: 45,691 shares; 2025Q3: 41,943 shares; 2025Q4: 38,426 shares; 2026Q1: 31,053 shares; 2026Q2: 30,050 shares 30,050 $28.9M 0.04% -1,003 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: 210,751 shares; 2024Q4: 219,416 shares; 2025Q1: 252,953 shares; 2025Q2: 209,387 shares; 2025Q3: 197,857 shares; 2025Q4: 397,693 shares; 2026Q1: 280,599 shares; 2026Q2: 246,330 shares 246,330 $28.9M 0.04% -34,269 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,573 shares; 2024Q4: 148,644 shares; 2025Q1: 146,803 shares; 2025Q2: 144,150 shares; 2025Q3: 143,854 shares; 2025Q4: 126,976 shares; 2026Q1: 107,565 shares; 2026Q2: 109,056 shares 109,056 $28.9M 0.04% +1,491 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,494 shares; 2024Q4: 357,556 shares; 2025Q1: 364,979 shares; 2025Q2: 336,708 shares; 2025Q3: 343,125 shares; 2025Q4: 323,034 shares; 2026Q1: 256,751 shares; 2026Q2: 251,926 shares 251,926 $28.6M 0.04% -4,825 Timeline HIMU 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: 506,406 shares; 2025Q2: 511,887 shares; 2025Q3: 545,670 shares; 2025Q4: 623,367 shares; 2026Q1: 526,462 shares; 2026Q2: 572,958 shares 572,958 $28.5M 0.04% +46,496 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: 65,207 shares; 2024Q4: 68,495 shares; 2025Q1: 112,858 shares; 2025Q2: 186,803 shares; 2025Q3: 193,747 shares; 2025Q4: 232,007 shares; 2026Q1: 270,952 shares; 2026Q2: 276,552 shares 276,552 $28.5M 0.04% +5,600 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806,344 shares; 2024Q4: 838,639 shares; 2025Q1: 849,555 shares; 2025Q2: 750,263 shares; 2025Q3: 609,114 shares; 2025Q4: 586,910 shares; 2026Q1: 520,381 shares; 2026Q2: 503,822 shares 503,822 $28.5M 0.04% -16,559 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,372 shares; 2024Q4: 72,775 shares; 2025Q1: 74,542 shares; 2025Q2: 77,213 shares; 2025Q3: 76,730 shares; 2025Q4: 75,868 shares; 2026Q1: 77,875 shares; 2026Q2: 78,957 shares 78,957 $28.5M 0.04% +1,082 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,101 shares; 2024Q4: 123,080 shares; 2025Q1: 121,854 shares; 2025Q2: 121,177 shares; 2025Q3: 120,694 shares; 2025Q4: 110,020 shares; 2026Q1: 106,355 shares; 2026Q2: 103,056 shares 103,056 $28.5M 0.04% -3,299 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: 442,159 shares; 2026Q1: 571,199 shares; 2026Q2: 935,631 shares 935,631 $28.4M 0.04% +364,432 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373,076 shares; 2025Q4: 380,442 shares; 2026Q1: 392,951 shares; 2026Q2: 562,838 shares 562,838 $28.4M 0.04% +169,887 Timeline FNCL 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: 384,106 shares; 2024Q4: 633,842 shares; 2025Q1: 589,418 shares; 2025Q2: 595,860 shares; 2025Q3: 448,595 shares; 2025Q4: 474,222 shares; 2026Q1: 376,167 shares; 2026Q2: 370,196 shares 370,196 $28.3M 0.04% -5,971 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: 788,142 shares; 2024Q4: 741,987 shares; 2025Q1: 656,379 shares; 2025Q2: 570,408 shares; 2025Q3: 629,570 shares; 2025Q4: 337,467 shares; 2026Q1: 408,485 shares; 2026Q2: 299,401 shares 299,401 $28.3M 0.04% -109,084 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,604 shares; 2024Q4: 617,262 shares; 2025Q1: 643,762 shares; 2025Q2: 678,655 shares; 2025Q3: 590,840 shares; 2025Q4: 661,697 shares; 2026Q1: 661,998 shares; 2026Q2: 616,836 shares 616,836 $28.3M 0.04% -45,162 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: 306,940 shares; 2024Q4: 351,299 shares; 2025Q1: 413,697 shares; 2025Q2: 434,242 shares; 2025Q3: 386,060 shares; 2025Q4: 437,600 shares; 2026Q1: 485,196 shares; 2026Q2: 551,894 shares 551,894 $28M 0.04% +66,698 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: 306,123 shares; 2024Q4: 317,299 shares; 2025Q1: 356,558 shares; 2025Q2: 323,393 shares; 2025Q3: 286,353 shares; 2025Q4: 241,000 shares; 2026Q1: 246,423 shares; 2026Q2: 237,207 shares 237,207 $27.8M 0.03% -9,216 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: 22,868 shares; 2024Q4: 61,432 shares; 2025Q1: 325,050 shares; 2025Q2: 344,708 shares; 2025Q3: 383,523 shares; 2025Q4: 467,460 shares; 2026Q1: 469,422 shares; 2026Q2: 670,454 shares 670,454 $27.8M 0.03% +201,032 Timeline SPYD 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: 490,740 shares; 2024Q4: 522,941 shares; 2025Q1: 555,152 shares; 2025Q2: 608,877 shares; 2025Q3: 504,843 shares; 2025Q4: 541,401 shares; 2026Q1: 557,902 shares; 2026Q2: 581,680 shares 581,680 $27.8M 0.03% +23,778 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002,269 shares; 2024Q4: 1,041,876 shares; 2025Q1: 1,065,745 shares; 2025Q2: 635,166 shares; 2025Q3: 627,914 shares; 2025Q4: 637,819 shares; 2026Q1: 654,862 shares; 2026Q2: 664,486 shares 664,486 $27.7M 0.03% +9,624 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: 352,291 shares; 2024Q4: 489,078 shares; 2025Q1: 596,861 shares; 2025Q2: 796,700 shares; 2025Q3: 735,340 shares; 2025Q4: 989,899 shares; 2026Q1: 1,291,454 shares; 2026Q2: 1,048,341 shares 1,048,341 $27.4M 0.03% -243,113 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: 69,995 shares; 2024Q4: 74,140 shares; 2025Q1: 75,504 shares; 2025Q2: 80,293 shares; 2025Q3: 72,612 shares; 2025Q4: 71,353 shares; 2026Q1: 70,037 shares; 2026Q2: 68,911 shares 68,911 $27.4M 0.03% -1,126 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,484 shares; 2024Q4: 975,967 shares; 2025Q1: 1,019,650 shares; 2025Q2: 1,019,490 shares; 2025Q3: 1,128,361 shares; 2025Q4: 1,200,095 shares; 2026Q1: 1,146,128 shares; 2026Q2: 1,182,596 shares 1,182,596 $27.4M 0.03% +36,468 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,469 shares; 2024Q4: 290,863 shares; 2025Q1: 289,817 shares; 2025Q2: 301,224 shares; 2025Q3: 310,115 shares; 2025Q4: 309,448 shares; 2026Q1: 362,443 shares; 2026Q2: 364,832 shares 364,832 $27.2M 0.03% +2,389 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,638 shares; 2024Q4: 673,653 shares; 2025Q1: 696,384 shares; 2025Q2: 708,935 shares; 2025Q3: 827,122 shares; 2025Q4: 1,025,685 shares; 2026Q1: 1,025,352 shares; 2026Q2: 1,073,212 shares 1,073,212 $27.1M 0.03% +47,860 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,003 shares; 2024Q4: 135,427 shares; 2025Q1: 134,676 shares; 2025Q2: 135,647 shares; 2025Q3: 130,149 shares; 2025Q4: 129,777 shares; 2026Q1: 126,222 shares; 2026Q2: 124,399 shares 124,399 $27M 0.03% -1,823 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,926 shares; 2024Q4: 248,068 shares; 2025Q1: 246,762 shares; 2025Q2: 252,292 shares; 2025Q3: 252,313 shares; 2025Q4: 303,431 shares; 2026Q1: 329,373 shares; 2026Q2: 326,745 shares 326,745 $27M 0.03% -2,628 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,502 shares; 2025Q2: 73,242 shares; 2025Q3: 166,562 shares; 2025Q4: 307,671 shares; 2026Q1: 562,999 shares; 2026Q2: 547,036 shares 547,036 $26.8M 0.03% -15,963 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,956 shares; 2025Q3: 34,269 shares; 2025Q4: 54,767 shares; 2026Q1: 255,803 shares; 2026Q2: 499,920 shares 499,920 $26.7M 0.03% +244,117 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: 68,504 shares; 2024Q4: 125,229 shares; 2025Q1: 195,222 shares; 2025Q2: 270,069 shares; 2025Q3: 324,041 shares; 2025Q4: 296,793 shares; 2026Q1: 297,012 shares; 2026Q2: 322,337 shares 322,337 $26.6M 0.03% +25,325 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: 411,808 shares; 2024Q4: 268,176 shares; 2025Q1: 279,355 shares; 2025Q2: 277,332 shares; 2025Q3: 245,072 shares; 2025Q4: 240,709 shares; 2026Q1: 375,053 shares; 2026Q2: 354,805 shares 354,805 $26.4M 0.03% -20,248 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: 299,395 shares; 2024Q4: 271,247 shares; 2025Q1: 268,622 shares; 2025Q2: 365,034 shares; 2025Q3: 325,838 shares; 2025Q4: 385,647 shares; 2026Q1: 442,387 shares; 2026Q2: 525,001 shares 525,001 $26.4M 0.03% +82,614 Timeline