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: 205,498 shares; 2024Q4: 186,157 shares; 2025Q1: 232,376 shares; 2025Q2: 256,362 shares; 2025Q3: 246,795 shares; 2025Q4: 287,584 shares; 2026Q1: 344,117 shares; 2026Q2: 543,613 shares 543,613 $373M 3.19% +199,496 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504,828 shares; 2024Q4: 508,554 shares; 2025Q1: 633,243 shares; 2025Q2: 664,788 shares; 2025Q3: 702,230 shares; 2025Q4: 1,041,888 shares; 2026Q1: 1,067,360 shares; 2026Q2: 1,133,468 shares 1,133,468 $323M 2.76% +66,108 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: 570,852 shares; 2024Q4: 603,541 shares; 2025Q1: 665,424 shares; 2025Q2: 713,017 shares; 2025Q3: 767,253 shares; 2025Q4: 1,377,291 shares; 2026Q1: 1,368,739 shares; 2026Q2: 1,463,389 shares 1,463,389 $293M 2.5% +94,650 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: 179,915 shares; 2024Q4: 187,463 shares; 2025Q1: 221,329 shares; 2025Q2: 413,243 shares; 2025Q3: 428,452 shares; 2025Q4: 561,125 shares; 2026Q1: 580,993 shares; 2026Q2: 644,821 shares 644,821 $241M 2.06% +63,828 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: 170,160 shares; 2024Q4: 175,055 shares; 2025Q1: 157,968 shares; 2025Q2: 203,550 shares; 2025Q3: 209,002 shares; 2025Q4: 245,311 shares; 2026Q1: 190,608 shares; 2026Q2: 234,947 shares 234,947 $175M 1.5% +44,339 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: 276,595 shares; 2024Q4: 288,473 shares; 2025Q1: 410,809 shares; 2025Q2: 438,004 shares; 2025Q3: 417,070 shares; 2025Q4: 645,885 shares; 2026Q1: 656,416 shares; 2026Q2: 720,984 shares 720,984 $172M 1.47% +64,568 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: 167,649 shares; 2024Q4: 174,470 shares; 2025Q1: 209,611 shares; 2025Q2: 226,683 shares; 2025Q3: 232,995 shares; 2025Q4: 384,057 shares; 2026Q1: 377,691 shares; 2026Q2: 437,581 shares 437,581 $156M 1.34% +59,890 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: 116,613 shares; 2024Q4: 133,091 shares; 2025Q1: 120,047 shares; 2025Q2: 156,354 shares; 2025Q3: 155,392 shares; 2025Q4: 189,755 shares; 2026Q1: 141,451 shares; 2026Q2: 203,613 shares 203,613 $150M 1.28% +62,162 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: 78,818 shares; 2024Q4: 93,374 shares; 2025Q1: 84,824 shares; 2025Q2: 88,909 shares; 2025Q3: 98,049 shares; 2025Q4: 147,149 shares; 2026Q1: 160,880 shares; 2026Q2: 199,808 shares 199,808 $150M 1.28% +38,928 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: 116,360 shares; 2024Q4: 144,304 shares; 2025Q1: 154,261 shares; 2025Q2: 138,815 shares; 2025Q3: 140,449 shares; 2025Q4: 258,257 shares; 2026Q1: 272,962 shares; 2026Q2: 303,319 shares 303,319 $115M 0.98% +30,357 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: 154,454 shares; 2024Q4: 142,860 shares; 2025Q1: 130,164 shares; 2025Q2: 147,406 shares; 2025Q3: 148,521 shares; 2025Q4: 169,123 shares; 2026Q1: 175,449 shares; 2026Q2: 290,150 shares 290,150 $107M 0.92% +114,701 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: 6,331 shares; 2024Q4: 7,873 shares; 2025Q1: 12,891 shares; 2025Q2: 17,968 shares; 2025Q3: 21,747 shares; 2025Q4: 152,926 shares; 2026Q1: 118,898 shares; 2026Q2: 91,350 shares 91,350 $105M 0.9% -27,548 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: 220,301 shares; 2024Q4: 235,607 shares; 2025Q1: 248,959 shares; 2025Q2: 283,413 shares; 2025Q3: 298,535 shares; 2025Q4: 330,447 shares; 2026Q1: 343,483 shares; 2026Q2: 483,371 shares 483,371 $105M 0.9% +139,888 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: 106,768 shares; 2024Q4: 107,013 shares; 2025Q1: 132,204 shares; 2025Q2: 140,320 shares; 2025Q3: 143,414 shares; 2025Q4: 278,195 shares; 2026Q1: 262,154 shares; 2026Q2: 283,891 shares 283,891 $100M 0.86% +21,737 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: 74,269 shares; 2024Q4: 78,080 shares; 2025Q1: 86,230 shares; 2025Q2: 99,487 shares; 2025Q3: 106,738 shares; 2025Q4: 123,306 shares; 2026Q1: 127,406 shares; 2026Q2: 1,073,414 shares 1,073,414 $92.5M 0.79% +946,008 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: 122,713 shares; 2024Q4: 123,657 shares; 2025Q1: 146,989 shares; 2025Q2: 145,348 shares; 2025Q3: 142,714 shares; 2025Q4: 394,819 shares; 2026Q1: 409,833 shares; 2026Q2: 479,793 shares 479,793 $91.4M 0.78% +69,960 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: 92,932 shares; 2024Q4: 104,610 shares; 2025Q1: 113,870 shares; 2025Q2: 133,686 shares; 2025Q3: 132,412 shares; 2025Q4: 236,711 shares; 2026Q1: 242,746 shares; 2026Q2: 277,039 shares 277,039 $90.7M 0.78% +34,293 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: 449,872 shares; 2024Q4: 423,721 shares; 2025Q1: 345,968 shares; 2025Q2: 400,763 shares; 2025Q3: 424,742 shares; 2025Q4: 503,180 shares; 2026Q1: 708,145 shares; 2026Q2: 932,380 shares 932,380 $90M 0.77% +224,235 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: 153,390 shares; 2024Q4: 151,054 shares; 2025Q1: 126,092 shares; 2025Q2: 133,545 shares; 2025Q3: 130,722 shares; 2025Q4: 359,092 shares; 2026Q1: 376,969 shares; 2026Q2: 542,141 shares 542,141 $80.4M 0.69% +165,172 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: 38,938 shares; 2024Q4: 46,970 shares; 2025Q1: 54,798 shares; 2025Q2: 59,508 shares; 2025Q3: 60,411 shares; 2025Q4: 133,678 shares; 2026Q1: 127,924 shares; 2026Q2: 136,631 shares 136,631 $77M 0.66% +8,707 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: 296,465 shares; 2024Q4: 336,886 shares; 2025Q1: 366,361 shares; 2025Q2: 394,784 shares; 2025Q3: 380,790 shares; 2025Q4: 668,172 shares; 2026Q1: 644,183 shares; 2026Q2: 638,924 shares 638,924 $72.4M 0.62% -5,259 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: 336,717 shares; 2024Q4: 810,871 shares; 2025Q1: 234,147 shares; 2025Q2: 280,968 shares; 2025Q3: 278,957 shares; 2025Q4: 353,127 shares; 2026Q1: 412,073 shares; 2026Q2: 713,093 shares 713,093 $70.6M 0.6% +301,020 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: 753,068 shares; 2024Q4: 705,499 shares; 2025Q1: 742,056 shares; 2025Q2: 775,525 shares; 2025Q3: 824,883 shares; 2025Q4: 1,207,824 shares; 2026Q1: 1,424,840 shares; 2026Q2: 1,315,350 shares 1,315,350 $65.5M 0.56% -109,490 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: 78,692 shares; 2024Q4: 81,543 shares; 2025Q1: 44,514 shares; 2025Q2: 61,365 shares; 2025Q3: 110,792 shares; 2025Q4: 328,956 shares; 2026Q1: 1,323,905 shares; 2026Q2: 1,435,649 shares 1,435,649 $65.3M 0.56% +111,744 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: 311,383 shares; 2024Q4: 340,148 shares; 2025Q1: 385,188 shares; 2025Q2: 443,983 shares; 2025Q3: 481,667 shares; 2025Q4: 887,924 shares; 2026Q1: 945,800 shares; 2026Q2: 1,092,938 shares 1,092,938 $65.2M 0.56% +147,138 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: 450,119 shares; 2024Q4: 409,432 shares; 2025Q1: 378,527 shares; 2025Q2: 498,748 shares; 2025Q3: 499,412 shares; 2025Q4: 524,840 shares; 2026Q1: 538,822 shares; 2026Q2: 825,602 shares 825,602 $63.7M 0.54% +286,780 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: 101,736 shares; 2024Q4: 93,525 shares; 2025Q1: 112,427 shares; 2025Q2: 122,127 shares; 2025Q3: 120,417 shares; 2025Q4: 206,288 shares; 2026Q1: 196,768 shares; 2026Q2: 232,761 shares 232,761 $59.1M 0.51% +35,993 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: 297,037 shares; 2024Q4: 309,048 shares; 2025Q1: 278,985 shares; 2025Q2: 310,423 shares; 2025Q3: 335,318 shares; 2025Q4: 474,516 shares; 2026Q1: 618,497 shares; 2026Q2: 695,313 shares 695,313 $57.6M 0.49% +76,816 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: 54,682 shares; 2024Q4: 57,763 shares; 2025Q1: 60,360 shares; 2025Q2: 61,159 shares; 2025Q3: 60,029 shares; 2025Q4: 112,616 shares; 2026Q1: 112,657 shares; 2026Q2: 190,102 shares 190,102 $57.1M 0.49% +77,445 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: 23,809 shares; 2024Q4: 24,420 shares; 2025Q1: 27,675 shares; 2025Q2: 29,390 shares; 2025Q3: 28,952 shares; 2025Q4: 40,415 shares; 2026Q1: 42,833 shares; 2026Q2: 46,836 shares 46,836 $56.2M 0.48% +4,003 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: 50,610 shares; 2024Q4: 53,882 shares; 2025Q1: 51,867 shares; 2025Q2: 51,010 shares; 2025Q3: 43,688 shares; 2025Q4: 95,212 shares; 2026Q1: 88,688 shares; 2026Q2: 85,048 shares 85,048 $55.8M 0.48% -3,640 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: 74,260 shares; 2024Q4: 71,019 shares; 2025Q1: 74,407 shares; 2025Q2: 161,657 shares; 2025Q3: 171,846 shares; 2025Q4: 186,924 shares; 2026Q1: 190,557 shares; 2026Q2: 235,116 shares 235,116 $55.6M 0.48% +44,559 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: 328,192 shares; 2024Q4: 381,576 shares; 2025Q1: 448,103 shares; 2025Q2: 490,381 shares; 2025Q3: 505,046 shares; 2025Q4: 558,121 shares; 2026Q1: 566,907 shares; 2026Q2: 602,397 shares 602,397 $55.5M 0.47% +35,490 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: 222,108 shares; 2024Q4: 227,092 shares; 2025Q1: 215,535 shares; 2025Q2: 277,686 shares; 2025Q3: 299,356 shares; 2025Q4: 427,770 shares; 2026Q1: 420,230 shares; 2026Q2: 770,910 shares 770,910 $54.9M 0.47% +350,680 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: 230,599 shares; 2024Q4: 199,386 shares; 2025Q1: 198,061 shares; 2025Q2: 214,491 shares; 2025Q3: 218,640 shares; 2025Q4: 360,624 shares; 2026Q1: 368,916 shares; 2026Q2: 462,806 shares 462,806 $54.4M 0.46% +93,890 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: 8,197 shares; 2024Q4: 9,432 shares; 2025Q1: 13,198 shares; 2025Q2: 21,768 shares; 2025Q3: 25,486 shares; 2025Q4: 179,058 shares; 2026Q1: 189,584 shares; 2026Q2: 222,877 shares 222,877 $54M 0.46% +33,293 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: 44,248 shares; 2024Q4: 118,850 shares; 2025Q1: 285,179 shares; 2025Q2: 398,740 shares; 2025Q3: 565,299 shares; 2025Q4: 1,243,134 shares; 2026Q1: 1,012,061 shares; 2026Q2: 1,116,891 shares 1,116,891 $52.7M 0.45% +104,830 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: 53,892 shares; 2024Q4: 59,783 shares; 2025Q1: 74,171 shares; 2025Q2: 83,335 shares; 2025Q3: 79,513 shares; 2025Q4: 96,600 shares; 2026Q1: 85,931 shares; 2026Q2: 101,823 shares 101,823 $51M 0.44% +15,892 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: 80,875 shares; 2024Q4: 79,836 shares; 2025Q1: 95,104 shares; 2025Q2: 134,643 shares; 2025Q3: 130,168 shares; 2025Q4: 139,161 shares; 2026Q1: 247,238 shares; 2026Q2: 138,305 shares 138,305 $50.9M 0.44% -108,933 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: 265,796 shares; 2024Q4: 265,343 shares; 2025Q1: 272,594 shares; 2025Q2: 349,871 shares; 2025Q3: 376,374 shares; 2025Q4: 819,094 shares; 2026Q1: 835,971 shares; 2026Q2: 892,594 shares 892,594 $50.9M 0.43% +56,623 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: 21,826 shares; 2024Q4: 25,747 shares; 2025Q1: 21,799 shares; 2025Q2: 23,037 shares; 2025Q3: 23,305 shares; 2025Q4: 37,741 shares; 2026Q1: 40,732 shares; 2026Q2: 46,157 shares 46,157 $49.2M 0.42% +5,425 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: 395,269 shares; 2024Q4: 428,464 shares; 2025Q1: 415,399 shares; 2025Q2: 523,846 shares; 2025Q3: 502,876 shares; 2025Q4: 536,123 shares; 2026Q1: 448,241 shares; 2026Q2: 561,799 shares 561,799 $48.6M 0.41% +113,558 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: 16,400 shares; 2024Q4: 17,281 shares; 2025Q1: 31,015 shares; 2025Q2: 36,272 shares; 2025Q3: 45,703 shares; 2025Q4: 93,067 shares; 2026Q1: 87,296 shares; 2026Q2: 83,392 shares 83,392 $48.4M 0.41% -3,904 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: 314,753 shares; 2024Q4: 398,068 shares; 2025Q1: 538,457 shares; 2025Q2: 636,005 shares; 2025Q3: 694,661 shares; 2025Q4: 1,025,742 shares; 2026Q1: 951,643 shares; 2026Q2: 971,237 shares 971,237 $47.9M 0.41% +19,594 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: 52,175 shares; 2024Q4: 52,257 shares; 2025Q1: 60,025 shares; 2025Q2: 69,235 shares; 2025Q3: 69,278 shares; 2025Q4: 120,003 shares; 2026Q1: 123,616 shares; 2026Q2: 135,438 shares 135,438 $47.8M 0.41% +11,822 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: 121,118 shares; 2024Q4: 159,086 shares; 2025Q1: 65,633 shares; 2025Q2: 95,030 shares; 2025Q3: 161,725 shares; 2025Q4: 351,300 shares; 2026Q1: 505,424 shares; 2026Q2: 543,456 shares 543,456 $47.8M 0.41% +38,032 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: 212,781 shares; 2024Q4: 87,836 shares; 2025Q1: 157,572 shares; 2025Q2: 284,971 shares; 2025Q3: 322,677 shares; 2025Q4: 414,957 shares; 2026Q1: 381,980 shares; 2026Q2: 418,507 shares 418,507 $43.5M 0.37% +36,527 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: 5,565 shares; 2024Q4: 5,617 shares; 2025Q1: 5,968 shares; 2025Q2: 6,671 shares; 2025Q3: 7,398 shares; 2025Q4: 61,441 shares; 2026Q1: 61,417 shares; 2026Q2: 348,273 shares 348,273 $43.2M 0.37% +286,856 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: 229,742 shares; 2024Q4: 254,012 shares; 2025Q1: 274,919 shares; 2025Q2: 294,731 shares; 2025Q3: 291,807 shares; 2025Q4: 313,071 shares; 2026Q1: 330,049 shares; 2026Q2: 522,804 shares 522,804 $43.2M 0.37% +192,755 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: 568,765 shares; 2024Q4: 566,978 shares; 2025Q1: 574,602 shares; 2025Q2: 576,838 shares; 2025Q3: 576,762 shares; 2025Q4: 565,859 shares; 2026Q1: 562,364 shares; 2026Q2: 568,217 shares 568,217 $43.1M 0.37% +5,853 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: 10,281 shares; 2025Q1: 15,729 shares; 2025Q2: 16,090 shares; 2025Q3: 15,673 shares; 2025Q4: 77,735 shares; 2026Q1: 82,201 shares; 2026Q2: 98,862 shares 98,862 $42.8M 0.37% +16,661 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: 348,993 shares; 2024Q4: 369,836 shares; 2025Q1: 417,074 shares; 2025Q2: 441,872 shares; 2025Q3: 455,404 shares; 2025Q4: 470,218 shares; 2026Q1: 460,550 shares; 2026Q2: 453,934 shares 453,934 $42.6M 0.36% -6,616 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: 324,707 shares; 2024Q4: 306,896 shares; 2025Q1: 159,856 shares; 2025Q2: 310,985 shares; 2025Q3: 312,243 shares; 2025Q4: 452,635 shares; 2026Q1: 279,982 shares; 2026Q2: 299,260 shares 299,260 $41.2M 0.35% +19,278 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: 66,107 shares; 2024Q4: 64,045 shares; 2025Q1: 69,902 shares; 2025Q2: 76,781 shares; 2025Q3: 75,798 shares; 2025Q4: 109,174 shares; 2026Q1: 98,298 shares; 2026Q2: 119,124 shares 119,124 $40.9M 0.35% +20,826 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: 8,214 shares; 2024Q4: 19,043 shares; 2025Q1: 22,337 shares; 2025Q2: 42,251 shares; 2025Q3: 55,320 shares; 2025Q4: 77,334 shares; 2026Q1: 121,295 shares; 2026Q2: 133,370 shares 133,370 $40.4M 0.35% +12,075 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,133 shares; 2024Q4: 74,113 shares; 2025Q1: 93,773 shares; 2025Q2: 101,908 shares; 2025Q3: 112,109 shares; 2025Q4: 157,531 shares; 2026Q1: 156,097 shares; 2026Q2: 160,023 shares 160,023 $40.3M 0.34% +3,926 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: 196,203 shares; 2024Q4: 237,316 shares; 2025Q1: 259,379 shares; 2025Q2: 284,256 shares; 2025Q3: 301,335 shares; 2025Q4: 311,953 shares; 2026Q1: 324,188 shares; 2026Q2: 332,462 shares 332,462 $39.6M 0.34% +8,274 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: 36,777 shares; 2024Q4: 159,186 shares; 2025Q1: 227,107 shares; 2025Q2: 942,458 shares; 2025Q3: 1,098,324 shares; 2025Q4: 989,705 shares; 2026Q1: 974,922 shares; 2026Q2: 1,137,010 shares 1,137,010 $38.5M 0.33% +162,088 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: 235,586 shares; 2024Q4: 289,085 shares; 2025Q1: 321,877 shares; 2025Q2: 279,511 shares; 2025Q3: 298,952 shares; 2025Q4: 589,531 shares; 2026Q1: 598,487 shares; 2026Q2: 707,930 shares 707,930 $38M 0.32% +109,443 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: 104,936 shares; 2024Q4: 107,139 shares; 2025Q1: 113,842 shares; 2025Q2: 116,495 shares; 2025Q3: 174,990 shares; 2025Q4: 344,354 shares; 2026Q1: 486,778 shares; 2026Q2: 555,983 shares 555,983 $37.8M 0.32% +69,205 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: 151,155 shares; 2024Q4: 281,807 shares; 2025Q1: 1,153,811 shares; 2025Q2: 199,878 shares; 2025Q3: 316,883 shares; 2025Q4: 212,921 shares; 2026Q1: 1,697,549 shares; 2026Q2: 409,487 shares 409,487 $37.5M 0.32% -1,288,062 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: 117,290 shares; 2024Q4: 95,483 shares; 2025Q1: 91,530 shares; 2025Q2: 92,558 shares; 2025Q3: 95,790 shares; 2025Q4: 233,480 shares; 2026Q1: 254,138 shares; 2026Q2: 280,871 shares 280,871 $36.1M 0.31% +26,733 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: 46,202 shares; 2024Q4: 58,795 shares; 2025Q1: 56,180 shares; 2025Q2: 67,018 shares; 2025Q3: 66,747 shares; 2025Q4: 84,383 shares; 2026Q1: 82,147 shares; 2026Q2: 135,987 shares 135,987 $35.9M 0.31% +53,840 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409,072 shares 409,072 $34.3M 0.29% new 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: 172,720 shares; 2024Q4: 155,496 shares; 2025Q1: 206,981 shares; 2025Q2: 224,276 shares; 2025Q3: 228,389 shares; 2025Q4: 351,342 shares; 2026Q1: 381,189 shares; 2026Q2: 420,729 shares 420,729 $34.2M 0.29% +39,540 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: 4,888 shares; 2024Q4: 8,294 shares; 2025Q1: 10,184 shares; 2025Q2: 20,048 shares; 2025Q3: 21,187 shares; 2025Q4: 112,156 shares; 2026Q1: 113,280 shares; 2026Q2: 111,613 shares 111,613 $33.2M 0.28% -1,667 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: 10,810 shares; 2024Q4: 10,875 shares; 2025Q1: 16,727 shares; 2025Q2: 17,341 shares; 2025Q3: 17,811 shares; 2025Q4: 220,505 shares; 2026Q1: 230,568 shares; 2026Q2: 299,390 shares 299,390 $33M 0.28% +68,822 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,452 shares; 2024Q4: 701,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,215,007 shares 1,215,007 $32.7M 0.28% new 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: 72,326 shares; 2024Q4: 76,020 shares; 2025Q1: 54,005 shares; 2025Q2: 62,919 shares; 2025Q3: 71,957 shares; 2025Q4: 143,326 shares; 2026Q1: 170,247 shares; 2026Q2: 466,139 shares 466,139 $31.9M 0.27% +295,892 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: 34,409 shares; 2024Q4: 47,643 shares; 2025Q1: 50,612 shares; 2025Q2: 49,636 shares; 2025Q3: 55,623 shares; 2025Q4: 83,530 shares; 2026Q1: 80,414 shares; 2026Q2: 112,698 shares 112,698 $31.7M 0.27% +32,284 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: 60,504 shares; 2024Q4: 32,838 shares; 2025Q1: 29,304 shares; 2025Q2: 49,623 shares; 2025Q3: 81,904 shares; 2025Q4: 140,035 shares; 2026Q1: 322,068 shares; 2026Q2: 411,458 shares 411,458 $31.5M 0.27% +89,390 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: 3,066 shares; 2024Q4: 3,138 shares; 2025Q1: 6,009 shares; 2025Q2: 7,384 shares; 2025Q3: 8,364 shares; 2025Q4: 19,791 shares; 2026Q1: 21,179 shares; 2026Q2: 26,216 shares 26,216 $30.8M 0.26% +5,037 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: 91,859 shares; 2024Q4: 83,976 shares; 2025Q1: 112,189 shares; 2025Q2: 121,789 shares; 2025Q3: 121,067 shares; 2025Q4: 147,432 shares; 2026Q1: 162,632 shares; 2026Q2: 184,166 shares 184,166 $30.5M 0.26% +21,534 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: 4,751 shares; 2024Q4: 10,253 shares; 2025Q1: 11,973 shares; 2025Q2: 13,526 shares; 2025Q3: 13,367 shares; 2025Q4: 29,601 shares; 2026Q1: 25,740 shares; 2026Q2: 28,504 shares 28,504 $28.8M 0.25% +2,764 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: 14,291 shares; 2024Q4: 30,680 shares; 2025Q1: 50,291 shares; 2025Q2: 96,166 shares; 2025Q3: 526,441 shares; 2025Q4: 2,534,729 shares; 2026Q1: 353,230 shares; 2026Q2: 374,204 shares 374,204 $28.3M 0.24% +20,974 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: 97,534 shares; 2024Q4: 84,097 shares; 2025Q1: 83,352 shares; 2025Q2: 95,253 shares; 2025Q3: 175,749 shares; 2025Q4: 340,531 shares; 2026Q1: 437,299 shares; 2026Q2: 608,522 shares 608,522 $28.1M 0.24% +171,223 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: 194,520 shares; 2024Q4: 199,258 shares; 2025Q1: 216,451 shares; 2025Q2: 274,842 shares; 2025Q3: 272,158 shares; 2025Q4: 328,333 shares; 2026Q1: 337,481 shares; 2026Q2: 346,073 shares 346,073 $28.1M 0.24% +8,592 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,820 shares; 2024Q4: 6,736 shares; 2025Q1: 7,157 shares; 2025Q2: 15,888 shares; 2025Q3: 15,195 shares; 2025Q4: 32,310 shares; 2026Q1: 34,654 shares; 2026Q2: 36,534 shares 36,534 $27.9M 0.24% +1,880 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: 54,915 shares; 2024Q4: 62,667 shares; 2025Q1: 73,960 shares; 2025Q2: 80,679 shares; 2025Q3: 92,398 shares; 2025Q4: 127,326 shares; 2026Q1: 203,435 shares; 2026Q2: 220,331 shares 220,331 $27.5M 0.23% +16,896 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: 94,109 shares; 2024Q4: 94,943 shares; 2025Q1: 120,002 shares; 2025Q2: 125,408 shares; 2025Q3: 122,780 shares; 2025Q4: 163,287 shares; 2026Q1: 179,251 shares; 2026Q2: 186,683 shares 186,683 $27.4M 0.23% +7,432 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: 11,212 shares; 2024Q4: 10,591 shares; 2025Q1: 21,230 shares; 2025Q2: 25,504 shares; 2025Q3: 25,912 shares; 2025Q4: 27,078 shares; 2026Q1: 26,209 shares; 2026Q2: 226,984 shares 226,984 $27.1M 0.23% +200,775 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: 90,026 shares; 2024Q4: 91,455 shares; 2025Q1: 120,586 shares; 2025Q2: 149,021 shares; 2025Q3: 165,825 shares; 2025Q4: 223,108 shares; 2026Q1: 258,870 shares; 2026Q2: 308,514 shares 308,514 $27.1M 0.23% +49,644 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: 189,362 shares; 2024Q4: 178,844 shares; 2025Q1: 222,725 shares; 2025Q2: 250,246 shares; 2025Q3: 251,177 shares; 2025Q4: 528,459 shares; 2026Q1: 565,661 shares; 2026Q2: 639,281 shares 639,281 $27.1M 0.23% +73,620 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: 42,916 shares; 2024Q4: 42,657 shares; 2025Q1: 47,922 shares; 2025Q2: 55,852 shares; 2025Q3: 56,239 shares; 2025Q4: 61,051 shares; 2026Q1: 62,392 shares; 2026Q2: 335,429 shares 335,429 $27M 0.23% +273,037 Timeline FTSL 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: 131,333 shares; 2024Q4: 141,892 shares; 2025Q1: 150,834 shares; 2025Q2: 61,759 shares; 2025Q3: 19,938 shares; 2025Q4: 313,785 shares; 2026Q1: 286,251 shares; 2026Q2: 593,455 shares 593,455 $26.6M 0.23% +307,204 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: 67,783 shares; 2024Q4: 74,507 shares; 2025Q1: 71,574 shares; 2025Q2: 81,721 shares; 2025Q3: 81,252 shares; 2025Q4: 99,503 shares; 2026Q1: 102,744 shares; 2026Q2: 124,735 shares 124,735 $26.5M 0.23% +21,991 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: 11,167 shares; 2024Q4: 24,402 shares; 2025Q1: 36,678 shares; 2025Q2: 44,266 shares; 2025Q3: 54,528 shares; 2025Q4: 77,438 shares; 2026Q1: 88,161 shares; 2026Q2: 77,696 shares 77,696 $26.5M 0.23% -10,465 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: 260,912 shares; 2024Q4: 267,566 shares; 2025Q1: 361,769 shares; 2025Q2: 378,303 shares; 2025Q3: 367,151 shares; 2025Q4: 351,189 shares; 2026Q1: 272,557 shares; 2026Q2: 276,849 shares 276,849 $26.5M 0.23% +4,292 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: 148,450 shares; 2024Q4: 133,137 shares; 2025Q1: 143,797 shares; 2025Q2: 155,159 shares; 2025Q3: 165,625 shares; 2025Q4: 180,798 shares; 2026Q1: 163,633 shares; 2026Q2: 166,859 shares 166,859 $26.4M 0.23% +3,226 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: 120,063 shares; 2024Q4: 116,505 shares; 2025Q1: 148,215 shares; 2025Q2: 125,071 shares; 2025Q3: 83,242 shares; 2025Q4: 136,467 shares; 2026Q1: 149,093 shares; 2026Q2: 164,960 shares 164,960 $26.2M 0.22% +15,867 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: 42,776 shares; 2024Q4: 89,419 shares; 2025Q1: 53,696 shares; 2025Q2: 55,158 shares; 2025Q3: 64,334 shares; 2025Q4: 113,637 shares; 2026Q1: 119,031 shares; 2026Q2: 114,705 shares 114,705 $26M 0.22% -4,326 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: 3,922 shares; 2024Q4: 3,952 shares; 2025Q1: 6,184 shares; 2025Q2: 15,450 shares; 2025Q3: 15,840 shares; 2025Q4: 39,024 shares; 2026Q1: 42,980 shares; 2026Q2: 59,954 shares 59,954 $25.9M 0.22% +16,974 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: 50,631 shares; 2024Q4: 51,264 shares; 2025Q1: 55,401 shares; 2025Q2: 39,692 shares; 2025Q3: 36,590 shares; 2025Q4: 60,730 shares; 2026Q1: 61,040 shares; 2026Q2: 188,438 shares 188,438 $25.8M 0.22% +127,398 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: 10,579 shares; 2024Q4: 9,164 shares; 2025Q1: 18,455 shares; 2025Q2: 11,603 shares; 2025Q3: 10,766 shares; 2025Q4: 23,300 shares; 2026Q1: 22,247 shares; 2026Q2: 35,585 shares 35,585 $25.7M 0.22% +13,338 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: 88,524 shares; 2024Q4: 100,094 shares; 2025Q1: 114,673 shares; 2025Q2: 104,166 shares; 2025Q3: 108,340 shares; 2025Q4: 165,630 shares; 2026Q1: 160,097 shares; 2026Q2: 174,482 shares 174,482 $25.6M 0.22% +14,385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650,295 shares; 2026Q2: 685,786 shares 685,786 $25.6M 0.22% +35,491 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: 154,015 shares; 2024Q4: 225,129 shares; 2025Q1: 198,113 shares; 2025Q2: 181,031 shares; 2025Q3: 204,161 shares; 2025Q4: 449,234 shares; 2026Q1: 421,795 shares; 2026Q2: 412,981 shares 412,981 $25.1M 0.21% -8,814 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,578 shares; 2024Q4: 16,699 shares; 2025Q1: 13,219 shares; 2025Q2: 19,323 shares; 2025Q3: 23,887 shares; 2025Q4: 67,846 shares; 2026Q1: 71,317 shares; 2026Q2: 72,571 shares 72,571 $24.7M 0.21% +1,254 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,284 shares; 2024Q4: 29,917 shares; 2025Q1: 28,190 shares; 2025Q2: 71,733 shares; 2025Q3: 84,093 shares; 2025Q4: 128,091 shares; 2026Q1: 306,114 shares; 2026Q2: 359,730 shares 359,730 $24.7M 0.21% +53,616 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: 81,911 shares; 2024Q4: 75,582 shares; 2025Q1: 77,787 shares; 2025Q2: 97,027 shares; 2025Q3: 117,969 shares; 2025Q4: 214,431 shares; 2026Q1: 281,255 shares; 2026Q2: 474,158 shares 474,158 $24M 0.2% +192,903 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,768 shares; 2026Q1: 192,669 shares; 2026Q2: 201,768 shares 201,768 $23.7M 0.2% +9,099 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: 194,459 shares; 2024Q4: 191,462 shares; 2025Q1: 199,248 shares; 2025Q2: 355,793 shares; 2025Q3: 489,085 shares; 2025Q4: 843,949 shares; 2026Q1: 572,908 shares; 2026Q2: 623,389 shares 623,389 $23.7M 0.2% +50,481 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: 101,415 shares; 2024Q4: 98,582 shares; 2025Q1: 151,381 shares; 2025Q2: 186,280 shares; 2025Q3: 197,615 shares; 2025Q4: 194,368 shares; 2026Q1: 198,702 shares; 2026Q2: 201,740 shares 201,740 $23.5M 0.2% +3,038 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 20,387 shares; 2025Q3: 32,523 shares; 2025Q4: 47,065 shares; 2026Q1: 661,094 shares; 2026Q2: 760,768 shares 760,768 $23.3M 0.2% +99,674 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: 36,234 shares; 2024Q4: 45,301 shares; 2025Q1: 35,137 shares; 2025Q2: 44,605 shares; 2025Q3: 48,379 shares; 2025Q4: 63,820 shares; 2026Q1: 63,123 shares; 2026Q2: 75,758 shares 75,758 $23M 0.2% +12,635 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: 92,379 shares; 2024Q4: 94,282 shares; 2025Q1: 101,842 shares; 2025Q2: 102,024 shares; 2025Q3: 105,677 shares; 2025Q4: 113,980 shares; 2026Q1: 117,066 shares; 2026Q2: 120,374 shares 120,374 $22.6M 0.19% +3,308 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,940 shares; 2024Q4: 17,247 shares; 2025Q1: 22,519 shares; 2025Q2: 23,939 shares; 2025Q3: 24,028 shares; 2025Q4: 35,923 shares; 2026Q1: 39,983 shares; 2026Q2: 43,352 shares 43,352 $22.3M 0.19% +3,369 Timeline FEAC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 688,161 shares 688,161 $22.3M 0.19% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,061 shares; 2024Q4: 30,136 shares; 2025Q1: 43,978 shares; 2025Q2: 48,494 shares; 2025Q3: 46,866 shares; 2025Q4: 51,067 shares; 2026Q1: 55,204 shares; 2026Q2: 321,333 shares 321,333 $22.1M 0.19% +266,129 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: 33,748 shares; 2024Q4: 30,828 shares; 2025Q1: 39,787 shares; 2025Q2: 40,488 shares; 2025Q3: 40,675 shares; 2025Q4: 65,121 shares; 2026Q1: 69,922 shares; 2026Q2: 80,457 shares 80,457 $21.7M 0.19% +10,535 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,408 shares; 2026Q2: 224,982 shares 224,982 $21.7M 0.19% +26,574 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507,422 shares; 2026Q2: 529,512 shares 529,512 $21.5M 0.18% +22,090 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: 18,616 shares; 2024Q4: 18,246 shares; 2025Q1: 16,054 shares; 2025Q2: 15,692 shares; 2025Q3: 15,216 shares; 2025Q4: 72,692 shares; 2026Q1: 79,694 shares; 2026Q2: 84,153 shares 84,153 $21.5M 0.18% +4,459 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: 150,763 shares; 2024Q4: 150,790 shares; 2025Q1: 180,112 shares; 2025Q2: 200,775 shares; 2025Q3: 212,075 shares; 2025Q4: 431,720 shares; 2026Q1: 470,416 shares; 2026Q2: 891,770 shares 891,770 $21.5M 0.18% +421,354 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: 8,797 shares; 2024Q4: 12,508 shares; 2025Q1: 15,035 shares; 2025Q2: 19,292 shares; 2025Q3: 18,320 shares; 2025Q4: 21,255 shares; 2026Q1: 19,792 shares; 2026Q2: 22,766 shares 22,766 $21.3M 0.18% +2,974 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,391 shares; 2025Q1: 49,333 shares; 2025Q2: 315,511 shares; 2025Q3: 373,884 shares; 2025Q4: 425,260 shares; 2026Q1: 525,841 shares; 2026Q2: 528,384 shares 528,384 $21.2M 0.18% +2,543 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: 16,797 shares; 2025Q3: 102,634 shares; 2025Q4: 220,135 shares; 2026Q1: 409,659 shares; 2026Q2: 397,268 shares 397,268 $20.9M 0.18% -12,391 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: 21,411 shares; 2024Q4: 32,894 shares; 2025Q1: 41,039 shares; 2025Q2: 39,210 shares; 2025Q3: 39,659 shares; 2025Q4: 67,537 shares; 2026Q1: 51,309 shares; 2026Q2: 56,405 shares 56,405 $20.8M 0.18% +5,096 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: 35,964 shares; 2024Q4: 42,187 shares; 2025Q1: 64,466 shares; 2025Q2: 69,251 shares; 2025Q3: 65,584 shares; 2025Q4: 91,914 shares; 2026Q1: 55,178 shares; 2026Q2: 236,260 shares 236,260 $20.8M 0.18% +181,082 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: 453 shares; 2024Q4: 449 shares; 2025Q1: 503 shares; 2025Q2: 534 shares; 2025Q3: 574 shares; 2025Q4: 13,705 shares; 2026Q1: 18,986 shares; 2026Q2: 18,299 shares 18,299 $20.7M 0.18% -687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,968 shares; 2026Q1: 24,183 shares; 2026Q2: 52,036 shares 52,036 $20.5M 0.18% +27,853 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: 5,890 shares; 2024Q4: 41,312 shares; 2025Q1: 36,439 shares; 2025Q2: 37,327 shares; 2025Q3: 36,535 shares; 2025Q4: 38,811 shares; 2026Q1: 37,219 shares; 2026Q2: 38,451 shares 38,451 $20.1M 0.17% +1,232 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: 161,234 shares; 2024Q4: 16,488 shares; 2025Q1: 15,323 shares; 2025Q2: 15,358 shares; 2025Q3: 15,109 shares; 2025Q4: 25,861 shares; 2026Q1: 26,452 shares; 2026Q2: 170,893 shares 170,893 $20.1M 0.17% +144,441 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,191 shares; 2024Q4: 69,769 shares; 2025Q1: 77,355 shares; 2025Q2: 97,421 shares; 2025Q3: 94,855 shares; 2025Q4: 174,758 shares; 2026Q1: 200,281 shares; 2026Q2: 185,606 shares 185,606 $19.9M 0.17% -14,675 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: 311,645 shares; 2024Q4: 331,608 shares; 2025Q1: 203,091 shares; 2025Q2: 222,503 shares; 2025Q3: 239,244 shares; 2025Q4: 275,339 shares; 2026Q1: 303,295 shares; 2026Q2: 315,772 shares 315,772 $19.6M 0.17% +12,477 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: 277,851 shares; 2024Q4: 325,450 shares; 2025Q1: 324,650 shares; 2025Q2: 311,914 shares; 2025Q3: 326,742 shares; 2025Q4: 361,596 shares; 2026Q1: 388,807 shares; 2026Q2: 388,536 shares 388,536 $19.6M 0.17% -271 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,145 shares; 2025Q3: 65,462 shares; 2025Q4: 144,932 shares; 2026Q1: 163,872 shares; 2026Q2: 737,516 shares 737,516 $19.6M 0.17% +573,644 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,847 shares; 2024Q4: 19,126 shares; 2025Q1: 27,827 shares; 2025Q2: 29,385 shares; 2025Q3: 33,214 shares; 2025Q4: 586,463 shares; 2026Q1: 615,436 shares; 2026Q2: 674,211 shares 674,211 $19.6M 0.17% +58,775 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: 66,665 shares; 2024Q4: 66,284 shares; 2025Q1: 96,491 shares; 2025Q2: 112,576 shares; 2025Q3: 117,203 shares; 2025Q4: 251,479 shares; 2026Q1: 279,558 shares; 2026Q2: 270,930 shares 270,930 $19.6M 0.17% -8,628 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: 168,640 shares; 2024Q4: 92,842 shares; 2025Q1: 82,726 shares; 2025Q2: 72,642 shares; 2025Q3: 99,836 shares; 2025Q4: 284,216 shares; 2026Q1: 372,588 shares; 2026Q2: 424,299 shares 424,299 $19.2M 0.16% +51,711 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: 112,522 shares; 2024Q4: 117,279 shares; 2025Q1: 124,306 shares; 2025Q2: 127,763 shares; 2025Q3: 141,992 shares; 2025Q4: 155,566 shares; 2026Q1: 158,595 shares; 2026Q2: 173,977 shares 173,977 $19.2M 0.16% +15,382 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: 53,674 shares; 2024Q4: 51,666 shares; 2025Q1: 58,289 shares; 2025Q2: 64,633 shares; 2025Q3: 62,733 shares; 2025Q4: 75,256 shares; 2026Q1: 67,317 shares; 2026Q2: 146,754 shares 146,754 $18.9M 0.16% +79,437 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: 133,375 shares; 2024Q4: 132,300 shares; 2025Q1: 144,105 shares; 2025Q2: 144,441 shares; 2025Q3: 157,184 shares; 2025Q4: 268,702 shares; 2026Q1: 307,570 shares; 2026Q2: 377,499 shares 377,499 $18.8M 0.16% +69,929 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: 19,645 shares; 2024Q4: 19,402 shares; 2025Q1: 21,480 shares; 2025Q2: 25,465 shares; 2025Q3: 26,568 shares; 2025Q4: 38,933 shares; 2026Q1: 43,060 shares; 2026Q2: 51,650 shares 51,650 $18.7M 0.16% +8,590 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 559,215 shares; 2026Q2: 600,703 shares 600,703 $18.6M 0.16% +41,488 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: 14,398 shares; 2024Q4: 15,428 shares; 2025Q1: 19,152 shares; 2025Q2: 25,148 shares; 2025Q3: 28,923 shares; 2025Q4: 45,591 shares; 2026Q1: 38,683 shares; 2026Q2: 38,669 shares 38,669 $18.5M 0.16% -14 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: 15,326 shares; 2024Q4: 17,475 shares; 2025Q1: 39,657 shares; 2025Q2: 45,353 shares; 2025Q3: 53,157 shares; 2025Q4: 103,370 shares; 2026Q1: 101,539 shares; 2026Q2: 131,946 shares 131,946 $18.5M 0.16% +30,407 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: 8,898 shares; 2024Q4: 11,959 shares; 2025Q1: 14,146 shares; 2025Q2: 17,705 shares; 2025Q3: 17,238 shares; 2025Q4: 230,717 shares; 2026Q1: 223,668 shares; 2026Q2: 258,154 shares 258,154 $18.4M 0.16% +34,486 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: 10,611 shares; 2024Q4: 10,390 shares; 2025Q1: 11,177 shares; 2025Q2: 49,408 shares; 2025Q3: 52,060 shares; 2025Q4: 69,805 shares; 2026Q1: 98,806 shares; 2026Q2: 156,603 shares 156,603 $18.4M 0.16% +57,797 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,259 shares; 2024Q4: 6,087 shares; 2025Q1: 6,970 shares; 2025Q2: 8,868 shares; 2025Q3: 7,981 shares; 2025Q4: 122,711 shares; 2026Q1: 124,526 shares; 2026Q2: 125,639 shares 125,639 $18.4M 0.16% +1,113 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: 108,561 shares; 2024Q4: 135,447 shares; 2025Q1: 239,669 shares; 2025Q2: 284,624 shares; 2025Q3: 307,599 shares; 2025Q4: 307,228 shares; 2026Q1: 314,389 shares; 2026Q2: 362,985 shares 362,985 $18.3M 0.16% +48,596 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: 27,747 shares; 2024Q4: 21,207 shares; 2025Q1: 20,748 shares; 2025Q2: 208,636 shares; 2025Q3: 203,194 shares; 2025Q4: 259,905 shares; 2026Q1: 228,030 shares; 2026Q2: 222,852 shares 222,852 $18.3M 0.16% -5,178 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: 64,252 shares; 2024Q4: 63,760 shares; 2025Q1: 67,318 shares; 2025Q2: 69,419 shares; 2025Q3: 73,085 shares; 2025Q4: 113,039 shares; 2026Q1: 91,707 shares; 2026Q2: 94,391 shares 94,391 $17.9M 0.15% +2,684 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: 27,378 shares; 2024Q4: 30,321 shares; 2025Q1: 41,932 shares; 2025Q2: 43,170 shares; 2025Q3: 44,472 shares; 2025Q4: 54,524 shares; 2026Q1: 53,079 shares; 2026Q2: 80,707 shares 80,707 $17.8M 0.15% +27,628 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: 21,419 shares; 2024Q4: 15,361 shares; 2025Q1: 49,641 shares; 2025Q2: 150,703 shares; 2025Q3: 146,815 shares; 2025Q4: 223,259 shares; 2026Q1: 253,712 shares; 2026Q2: 187,958 shares 187,958 $17.8M 0.15% -65,754 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: 208,299 shares; 2024Q4: 205,527 shares; 2025Q1: 209,150 shares; 2025Q2: 423,722 shares; 2025Q3: 408,711 shares; 2025Q4: 417,920 shares; 2026Q1: 365,461 shares; 2026Q2: 367,222 shares 367,222 $17.7M 0.15% +1,761 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: 19,188 shares; 2024Q4: 19,251 shares; 2025Q1: 17,367 shares; 2025Q2: 19,279 shares; 2025Q3: 27,486 shares; 2025Q4: 41,746 shares; 2026Q1: 40,098 shares; 2026Q2: 40,620 shares 40,620 $17.3M 0.15% +522 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 4,161 shares; 2025Q4: 2,794 shares; 2026Q1: 61,673 shares; 2026Q2: 167,928 shares 167,928 $17.2M 0.15% +106,255 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: 34,129 shares; 2024Q4: 41,639 shares; 2025Q1: 52,391 shares; 2025Q2: 48,814 shares; 2025Q3: 48,734 shares; 2025Q4: 61,798 shares; 2026Q1: 72,430 shares; 2026Q2: 92,168 shares 92,168 $17.1M 0.15% +19,738 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: 1,262 shares; 2024Q4: 3,122 shares; 2025Q1: 3,951 shares; 2025Q2: 4,618 shares; 2025Q3: 4,679 shares; 2025Q4: 8,007 shares; 2026Q1: 7,205 shares; 2026Q2: 8,581 shares 8,581 $17.1M 0.15% +1,376 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: 32,891 shares; 2024Q4: 36,660 shares; 2025Q1: 41,444 shares; 2025Q2: 42,603 shares; 2025Q3: 42,434 shares; 2025Q4: 105,707 shares; 2026Q1: 115,549 shares; 2026Q2: 144,651 shares 144,651 $17M 0.15% +29,102 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 3,889 shares; 2025Q1: 4,482 shares; 2025Q2: 4,048 shares; 2025Q3: 4,081 shares; 2025Q4: 6,156 shares; 2026Q1: 27,548 shares; 2026Q2: 202,832 shares 202,832 $16.8M 0.14% +175,284 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,596 shares; 2026Q2: 130,733 shares 130,733 $16.7M 0.14% +8,137 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,440 shares; 2024Q4: 7,425 shares; 2025Q1: 5,428 shares; 2025Q2: 12,626 shares; 2025Q3: 12,207 shares; 2025Q4: 68,463 shares; 2026Q1: 71,999 shares; 2026Q2: 75,674 shares 75,674 $16.7M 0.14% +3,675 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: not reported; 2024Q4: not reported; 2025Q1: 9,540 shares; 2025Q2: 31,898 shares; 2025Q3: 32,902 shares; 2025Q4: 42,656 shares; 2026Q1: 352,500 shares; 2026Q2: 371,019 shares 371,019 $16.5M 0.14% +18,519 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: 17,441 shares; 2024Q4: 17,118 shares; 2025Q1: 38,775 shares; 2025Q2: 41,400 shares; 2025Q3: 31,774 shares; 2025Q4: 76,338 shares; 2026Q1: 62,689 shares; 2026Q2: 78,004 shares 78,004 $16.3M 0.14% +15,315 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: 81,276 shares; 2024Q4: 75,410 shares; 2025Q1: 99,375 shares; 2025Q2: 106,812 shares; 2025Q3: 85,247 shares; 2025Q4: 212,239 shares; 2026Q1: 142,271 shares; 2026Q2: 116,278 shares 116,278 $16.2M 0.14% -25,993 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: 91,222 shares; 2024Q4: 91,144 shares; 2025Q1: 99,884 shares; 2025Q2: 96,495 shares; 2025Q3: 94,209 shares; 2025Q4: 113,411 shares; 2026Q1: 115,844 shares; 2026Q2: 119,505 shares 119,505 $16.2M 0.14% +3,661 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: 7,485 shares; 2024Q4: 7,723 shares; 2025Q1: 15,494 shares; 2025Q2: 18,833 shares; 2025Q3: 19,985 shares; 2025Q4: 32,725 shares; 2026Q1: 121,344 shares; 2026Q2: 125,695 shares 125,695 $16.1M 0.14% +4,351 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,786 shares; 2024Q4: 12,499 shares; 2025Q1: 12,754 shares; 2025Q2: 43,241 shares; 2025Q3: 47,520 shares; 2025Q4: 175,400 shares; 2026Q1: 171,285 shares; 2026Q2: 171,004 shares 171,004 $16M 0.14% -281 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: 170,154 shares; 2024Q4: 151,986 shares; 2025Q1: 110,822 shares; 2025Q2: 99,150 shares; 2025Q3: 96,230 shares; 2025Q4: 94,230 shares; 2026Q1: 167,301 shares; 2026Q2: 176,772 shares 176,772 $15.8M 0.13% +9,471 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,215 shares; 2026Q2: 146,193 shares 146,193 $15.7M 0.13% +5,978 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: not reported; 2024Q4: not reported; 2025Q1: 5,429 shares; 2025Q2: 7,168 shares; 2025Q3: 8,529 shares; 2025Q4: 35,638 shares; 2026Q1: 37,009 shares; 2026Q2: 46,653 shares 46,653 $15.6M 0.13% +9,644 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: 46,434 shares; 2024Q4: 46,022 shares; 2025Q1: 46,847 shares; 2025Q2: 47,355 shares; 2025Q3: 55,064 shares; 2025Q4: 108,928 shares; 2026Q1: 121,849 shares; 2026Q2: 144,972 shares 144,972 $15.6M 0.13% +23,123 Timeline FYX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,057 shares; 2025Q3: 73,723 shares; 2025Q4: 75,125 shares; 2026Q1: 85,517 shares; 2026Q2: 107,601 shares 107,601 $15.5M 0.13% +22,084 Timeline FNDE 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: 124,327 shares; 2024Q4: 127,536 shares; 2025Q1: 138,947 shares; 2025Q2: 142,948 shares; 2025Q3: 152,591 shares; 2025Q4: 159,359 shares; 2026Q1: 367,504 shares; 2026Q2: 390,468 shares 390,468 $15.5M 0.13% +22,964 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: not reported; 2024Q4: 8,153 shares; 2025Q1: 127,349 shares; 2025Q2: 135,238 shares; 2025Q3: 138,644 shares; 2025Q4: 162,175 shares; 2026Q1: 97,865 shares; 2026Q2: 95,787 shares 95,787 $15.5M 0.13% -2,078 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,253 shares; 2024Q4: 19,393 shares; 2025Q1: 26,606 shares; 2025Q2: 28,668 shares; 2025Q3: 30,103 shares; 2025Q4: 39,298 shares; 2026Q1: 41,079 shares; 2026Q2: 53,138 shares 53,138 $15.4M 0.13% +12,059 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,652 shares; 2024Q4: 402,079 shares; 2025Q1: 422,389 shares; 2025Q2: 219,732 shares; 2025Q3: 133,547 shares; 2025Q4: 144,790 shares; 2026Q1: 559,861 shares; 2026Q2: 862,964 shares 862,964 $15.4M 0.13% +303,103 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: 61,971 shares; 2024Q4: 52,228 shares; 2025Q1: 71,249 shares; 2025Q2: 68,475 shares; 2025Q3: 80,040 shares; 2025Q4: 147,386 shares; 2026Q1: 162,449 shares; 2026Q2: 176,800 shares 176,800 $15.4M 0.13% +14,351 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: 28,164 shares; 2024Q4: 30,370 shares; 2025Q1: 76,874 shares; 2025Q2: 84,452 shares; 2025Q3: 56,293 shares; 2025Q4: 171,150 shares; 2026Q1: 203,890 shares; 2026Q2: 266,252 shares 266,252 $15.3M 0.13% +62,362 Timeline FCVT 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: 79,562 shares; 2024Q4: 149,275 shares; 2025Q1: 156,260 shares; 2025Q2: 304,201 shares; 2025Q3: 163,784 shares; 2025Q4: 347,194 shares; 2026Q1: 172,565 shares; 2026Q2: 283,615 shares 283,615 $15.3M 0.13% +111,050 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: 34,084 shares; 2024Q4: 26,108 shares; 2025Q1: 41,994 shares; 2025Q2: 46,390 shares; 2025Q3: 45,309 shares; 2025Q4: 112,500 shares; 2026Q1: 120,926 shares; 2026Q2: 129,219 shares 129,219 $15.2M 0.13% +8,293 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: 12,306 shares; 2024Q4: 12,296 shares; 2025Q1: 14,367 shares; 2025Q2: 14,688 shares; 2025Q3: 13,643 shares; 2025Q4: 21,049 shares; 2026Q1: 21,007 shares; 2026Q2: 29,733 shares 29,733 $15.1M 0.13% +8,726 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: not reported; 2024Q4: 22,753 shares; 2025Q1: 19,150 shares; 2025Q2: 72,249 shares; 2025Q3: 87,373 shares; 2025Q4: 320,305 shares; 2026Q1: 354,819 shares; 2026Q2: 367,111 shares 367,111 $15.1M 0.13% +12,292 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: 29,822 shares; 2024Q4: 35,904 shares; 2025Q1: 35,288 shares; 2025Q2: 37,006 shares; 2025Q3: 47,481 shares; 2025Q4: 133,788 shares; 2026Q1: 107,448 shares; 2026Q2: 197,951 shares 197,951 $15M 0.13% +90,503 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: 55,184 shares; 2024Q4: 54,962 shares; 2025Q1: 63,856 shares; 2025Q2: 70,334 shares; 2025Q3: 79,195 shares; 2025Q4: 111,127 shares; 2026Q1: 117,621 shares; 2026Q2: 67,527 shares 67,527 $14.8M 0.13% -50,094 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,648 shares; 2024Q4: 31,299 shares; 2025Q1: 34,055 shares; 2025Q2: 48,088 shares; 2025Q3: 80,240 shares; 2025Q4: 166,017 shares; 2026Q1: 182,573 shares; 2026Q2: 232,698 shares 232,698 $14.6M 0.13% +50,125 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: 359,467 shares; 2024Q4: 413,513 shares; 2025Q1: 484,278 shares; 2025Q2: 264,554 shares; 2025Q3: 221,841 shares; 2025Q4: 271,842 shares; 2026Q1: 316,548 shares; 2026Q2: 398,020 shares 398,020 $14.5M 0.12% +81,472 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,267 shares; 2024Q4: 9,136 shares; 2025Q1: 8,538 shares; 2025Q2: 8,251 shares; 2025Q3: 8,032 shares; 2025Q4: 13,580 shares; 2026Q1: 13,712 shares; 2026Q2: 43,425 shares 43,425 $14.5M 0.12% +29,713 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: 144,081 shares; 2024Q4: 127,336 shares; 2025Q1: 157,588 shares; 2025Q2: 171,877 shares; 2025Q3: 156,601 shares; 2025Q4: 165,954 shares; 2026Q1: 183,970 shares; 2026Q2: 186,511 shares 186,511 $14.5M 0.12% +2,541 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: 42,463 shares; 2024Q4: 42,428 shares; 2025Q1: 45,333 shares; 2025Q2: 51,086 shares; 2025Q3: 50,959 shares; 2025Q4: 62,701 shares; 2026Q1: 68,916 shares; 2026Q2: 113,610 shares 113,610 $14.4M 0.12% +44,694 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: 16,484 shares; 2024Q4: 19,110 shares; 2025Q1: 24,821 shares; 2025Q2: 25,433 shares; 2025Q3: 25,348 shares; 2025Q4: 33,489 shares; 2026Q1: 30,769 shares; 2026Q2: 36,093 shares 36,093 $14.3M 0.12% +5,324 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: 21,352 shares; 2024Q4: 34,944 shares; 2025Q1: 213,185 shares; 2025Q2: 221,229 shares; 2025Q3: 247,293 shares; 2025Q4: 273,121 shares; 2026Q1: 276,098 shares; 2026Q2: 261,305 shares 261,305 $14.3M 0.12% -14,793 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: 1,949 shares; 2024Q4: 3,827 shares; 2025Q1: 9,215 shares; 2025Q2: 17,914 shares; 2025Q3: 44,307 shares; 2025Q4: 52,168 shares; 2026Q1: 33,383 shares; 2026Q2: 41,434 shares 41,434 $14.2M 0.12% +8,051 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: 20,666 shares; 2024Q4: 22,666 shares; 2025Q1: 26,838 shares; 2025Q2: 34,380 shares; 2025Q3: 34,773 shares; 2025Q4: 70,966 shares; 2026Q1: 66,646 shares; 2026Q2: 65,242 shares 65,242 $14.1M 0.12% -1,404 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,857 shares; 2025Q3: 1,658 shares; 2025Q4: 11,430 shares; 2026Q1: 11,136 shares; 2026Q2: 28,752 shares 28,752 $14.1M 0.12% +17,616 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: 3,325 shares; 2024Q4: 4,788 shares; 2025Q1: 5,597 shares; 2025Q2: 35,495 shares; 2025Q3: 68,363 shares; 2025Q4: 144,833 shares; 2026Q1: 166,008 shares; 2026Q2: 177,120 shares 177,120 $14.1M 0.12% +11,112 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: 60,225 shares; 2024Q4: 61,309 shares; 2025Q1: 58,770 shares; 2025Q2: 53,824 shares; 2025Q3: 58,977 shares; 2025Q4: 64,257 shares; 2026Q1: 287,722 shares; 2026Q2: 613,825 shares 613,825 $14M 0.12% +326,103 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: 20,678 shares; 2024Q4: 21,855 shares; 2025Q1: 33,403 shares; 2025Q2: 59,756 shares; 2025Q3: 125,876 shares; 2025Q4: 188,011 shares; 2026Q1: 256,400 shares; 2026Q2: 266,213 shares 266,213 $13.9M 0.12% +9,813 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: 57,375 shares; 2024Q4: 67,838 shares; 2025Q1: 60,971 shares; 2025Q2: 57,720 shares; 2025Q3: 52,602 shares; 2025Q4: 112,782 shares; 2026Q1: 321,857 shares; 2026Q2: 255,960 shares 255,960 $13.6M 0.12% -65,897 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: 20,574 shares; 2024Q4: 20,679 shares; 2025Q1: 30,055 shares; 2025Q2: 30,713 shares; 2025Q3: 33,988 shares; 2025Q4: 56,656 shares; 2026Q1: 64,489 shares; 2026Q2: 79,658 shares 79,658 $13.5M 0.12% +15,169 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: 47,479 shares; 2024Q4: 56,007 shares; 2025Q1: 67,030 shares; 2025Q2: 69,813 shares; 2025Q3: 70,778 shares; 2025Q4: 90,037 shares; 2026Q1: 92,059 shares; 2026Q2: 88,756 shares 88,756 $13.4M 0.11% -3,303 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,438 shares; 2024Q4: 13,513 shares; 2025Q1: 12,825 shares; 2025Q2: 72,667 shares; 2025Q3: 15,195 shares; 2025Q4: 20,480 shares; 2026Q1: 271,554 shares; 2026Q2: 451,677 shares 451,677 $13.2M 0.11% +180,123 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: 50,655 shares; 2024Q4: 50,683 shares; 2025Q1: 50,048 shares; 2025Q2: 50,710 shares; 2025Q3: 49,701 shares; 2025Q4: 51,014 shares; 2026Q1: 50,804 shares; 2026Q2: 54,237 shares 54,237 $13.2M 0.11% +3,433 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,441 shares; 2024Q4: 1,028,605 shares; 2025Q1: 171,460 shares; 2025Q2: 170,901 shares; 2025Q3: 171,369 shares; 2025Q4: 173,491 shares; 2026Q1: 194,661 shares; 2026Q2: 183,322 shares 183,322 $13.2M 0.11% -11,339 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,374 shares; 2025Q2: 2,988 shares; 2025Q3: 2,258 shares; 2025Q4: 5,141 shares; 2026Q1: 5,477 shares; 2026Q2: 21,206 shares 21,206 $13.1M 0.11% +15,729 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125,697 shares; 2025Q1: 125,116 shares; 2025Q2: 178,701 shares; 2025Q3: 192,930 shares; 2025Q4: 187,607 shares; 2026Q1: 194,238 shares; 2026Q2: 312,203 shares 312,203 $13M 0.11% +117,965 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,383 shares; 2024Q4: 11,592 shares; 2025Q1: 13,774 shares; 2025Q2: 27,438 shares; 2025Q3: 78,927 shares; 2025Q4: 169,543 shares; 2026Q1: 234,815 shares; 2026Q2: 256,177 shares 256,177 $13M 0.11% +21,362 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: 9,612 shares; 2024Q4: 12,494 shares; 2025Q1: 19,673 shares; 2025Q2: 26,997 shares; 2025Q3: 35,660 shares; 2025Q4: 44,806 shares; 2026Q1: 48,041 shares; 2026Q2: 52,866 shares 52,866 $12.8M 0.11% +4,825 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: 8,391 shares; 2024Q4: 8,882 shares; 2025Q1: 10,554 shares; 2025Q2: 10,551 shares; 2025Q3: 14,167 shares; 2025Q4: 15,563 shares; 2026Q1: 15,054 shares; 2026Q2: 19,927 shares 19,927 $12.8M 0.11% +4,873 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,844 shares; 2024Q4: 43,195 shares; 2025Q1: 41,767 shares; 2025Q2: 53,933 shares; 2025Q3: 67,590 shares; 2025Q4: 100,909 shares; 2026Q1: 171,338 shares; 2026Q2: 271,276 shares 271,276 $12.7M 0.11% +99,938 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: 12,570 shares; 2024Q4: 18,648 shares; 2025Q1: 34,513 shares; 2025Q2: 34,124 shares; 2025Q3: 40,111 shares; 2025Q4: 53,315 shares; 2026Q1: 70,295 shares; 2026Q2: 160,728 shares 160,728 $12.7M 0.11% +90,433 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: 50,914 shares; 2024Q4: 187,235 shares; 2025Q1: 446,381 shares; 2025Q2: 466,646 shares; 2025Q3: 440,397 shares; 2025Q4: 408,315 shares; 2026Q1: 348,107 shares; 2026Q2: 400,330 shares 400,330 $12.7M 0.11% +52,223 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,697 shares; 2024Q4: 13,688 shares; 2025Q1: 14,233 shares; 2025Q2: 13,821 shares; 2025Q3: 13,966 shares; 2025Q4: 15,319 shares; 2026Q1: 14,896 shares; 2026Q2: 15,292 shares 15,292 $12.7M 0.11% +396 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: 31,459 shares; 2024Q4: 33,760 shares; 2025Q1: 39,100 shares; 2025Q2: 47,657 shares; 2025Q3: 56,064 shares; 2025Q4: 71,837 shares; 2026Q1: 77,097 shares; 2026Q2: 96,636 shares 96,636 $12.6M 0.11% +19,539 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,322 shares; 2024Q4: 85,463 shares; 2025Q1: 100,194 shares; 2025Q2: 99,235 shares; 2025Q3: 98,638 shares; 2025Q4: 99,281 shares; 2026Q1: 100,379 shares; 2026Q2: 99,023 shares 99,023 $12.6M 0.11% -1,356 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: 2,658 shares; 2024Q4: 2,619 shares; 2025Q1: 2,894 shares; 2025Q2: 3,764 shares; 2025Q3: 6,169 shares; 2025Q4: 4,481 shares; 2026Q1: 8,821 shares; 2026Q2: 13,030 shares 13,030 $12.6M 0.11% +4,209 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: 20,267 shares; 2024Q4: 18,412 shares; 2025Q1: 13,834 shares; 2025Q2: 16,295 shares; 2025Q3: 9,876 shares; 2025Q4: 11,098 shares; 2026Q1: 87,575 shares; 2026Q2: 100,969 shares 100,969 $12.6M 0.11% +13,394 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,643 shares; 2024Q4: 170,115 shares; 2025Q1: 157,941 shares; 2025Q2: 158,394 shares; 2025Q3: 177,638 shares; 2025Q4: 187,898 shares; 2026Q1: 228,397 shares; 2026Q2: 249,569 shares 249,569 $12.5M 0.11% +21,172 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: 21,999 shares; 2024Q4: 21,333 shares; 2025Q1: 25,704 shares; 2025Q2: 24,910 shares; 2025Q3: 25,667 shares; 2025Q4: 29,995 shares; 2026Q1: 26,969 shares; 2026Q2: 30,010 shares 30,010 $12.5M 0.11% +3,041 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: 13,105 shares; 2024Q4: 13,158 shares; 2025Q1: 16,367 shares; 2025Q2: 17,809 shares; 2025Q3: 17,614 shares; 2025Q4: 19,788 shares; 2026Q1: 24,750 shares; 2026Q2: 50,483 shares 50,483 $12.4M 0.11% +25,733 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: 6,273 shares; 2024Q4: 6,121 shares; 2025Q1: 35,020 shares; 2025Q2: 14,200 shares; 2025Q3: 32,413 shares; 2025Q4: 36,171 shares; 2026Q1: 24,091 shares; 2026Q2: 48,540 shares 48,540 $12.4M 0.11% +24,449 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: 11,204 shares; 2024Q4: 20,526 shares; 2025Q1: 21,600 shares; 2025Q2: 22,039 shares; 2025Q3: 21,259 shares; 2025Q4: 45,724 shares; 2026Q1: 35,541 shares; 2026Q2: 36,558 shares 36,558 $12.4M 0.11% +1,017 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: 2,634 shares; 2024Q4: 2,962 shares; 2025Q1: 3,807 shares; 2025Q2: 4,206 shares; 2025Q3: 4,435 shares; 2025Q4: 51,358 shares; 2026Q1: 80,972 shares; 2026Q2: 124,336 shares 124,336 $12.3M 0.11% +43,364 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: 4,078 shares; 2024Q4: 4,001 shares; 2025Q1: 5,522 shares; 2025Q2: 7,383 shares; 2025Q3: 6,141 shares; 2025Q4: 12,748 shares; 2026Q1: 12,753 shares; 2026Q2: 19,411 shares 19,411 $12.3M 0.11% +6,658 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446,859 shares; 2026Q2: 469,889 shares 469,889 $12.3M 0.11% +23,030 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: 72,431 shares; 2024Q4: 92,691 shares; 2025Q1: 112,847 shares; 2025Q2: 151,033 shares; 2025Q3: 160,309 shares; 2025Q4: 161,272 shares; 2026Q1: 164,098 shares; 2026Q2: 216,817 shares 216,817 $12.2M 0.1% +52,719 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,531 shares; 2025Q1: 47,322 shares; 2025Q2: 46,366 shares; 2025Q3: 47,668 shares; 2025Q4: 564,951 shares; 2026Q1: 536,274 shares; 2026Q2: 571,686 shares 571,686 $12.2M 0.1% +35,412 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,102 shares; 2025Q2: 9,590 shares; 2025Q3: 16,302 shares; 2025Q4: 281,052 shares; 2026Q1: 347,786 shares; 2026Q2: 306,280 shares 306,280 $11.9M 0.1% -41,506 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: 15,512 shares; 2025Q1: 16,886 shares; 2025Q2: 17,304 shares; 2025Q3: 16,823 shares; 2025Q4: 56,247 shares; 2026Q1: 61,736 shares; 2026Q2: 70,065 shares 70,065 $11.9M 0.1% +8,329 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: 127,036 shares; 2024Q4: 69,671 shares; 2025Q1: 56,567 shares; 2025Q2: 83,985 shares; 2025Q3: 85,186 shares; 2025Q4: 93,655 shares; 2026Q1: 87,429 shares; 2026Q2: 122,383 shares 122,383 $11.8M 0.1% +34,954 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: 60,811 shares; 2024Q4: 47,248 shares; 2025Q1: 13,422 shares; 2025Q2: 16,193 shares; 2025Q3: 17,975 shares; 2025Q4: 21,840 shares; 2026Q1: 30,331 shares; 2026Q2: 113,425 shares 113,425 $11.7M 0.1% +83,094 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,172 shares; 2025Q2: 29,135 shares; 2025Q3: 31,649 shares; 2025Q4: 61,943 shares; 2026Q1: 297,565 shares; 2026Q2: 338,386 shares 338,386 $11.6M 0.1% +40,821 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,774 shares; 2025Q2: 44,906 shares; 2025Q3: 140,611 shares; 2025Q4: 252,445 shares; 2026Q1: 248,074 shares; 2026Q2: 307,935 shares 307,935 $11.5M 0.1% +59,861 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,665 shares; 2024Q4: 68,037 shares; 2025Q1: 53,203 shares; 2025Q2: 80,052 shares; 2025Q3: 113,593 shares; 2025Q4: 177,563 shares; 2026Q1: 153,357 shares; 2026Q2: 310,393 shares 310,393 $11.5M 0.1% +157,036 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: 50,020 shares; 2024Q4: 52,037 shares; 2025Q1: 59,768 shares; 2025Q2: 96,153 shares; 2025Q3: 106,678 shares; 2025Q4: 133,337 shares; 2026Q1: 115,615 shares; 2026Q2: 112,282 shares 112,282 $11.5M 0.1% -3,333 Timeline GOVI 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: 89,745 shares; 2024Q4: 143,878 shares; 2025Q1: 167,836 shares; 2025Q2: 186,626 shares; 2025Q3: 166,838 shares; 2025Q4: 151,327 shares; 2026Q1: 168,010 shares; 2026Q2: 422,281 shares 422,281 $11.5M 0.1% +254,271 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: 3,587 shares; 2024Q4: 3,440 shares; 2025Q1: 3,822 shares; 2025Q2: 4,570 shares; 2025Q3: 4,583 shares; 2025Q4: 10,603 shares; 2026Q1: 9,467 shares; 2026Q2: 22,699 shares 22,699 $11.4M 0.1% +13,232 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: 138,924 shares; 2024Q4: 142,005 shares; 2025Q1: 130,618 shares; 2025Q2: 151,522 shares; 2025Q3: 166,496 shares; 2025Q4: 221,831 shares; 2026Q1: 213,161 shares; 2026Q2: 234,408 shares 234,408 $11.4M 0.1% +21,247 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: not reported; 2024Q4: 3,911 shares; 2025Q1: 68,716 shares; 2025Q2: 59,867 shares; 2025Q3: 56,966 shares; 2025Q4: 69,424 shares; 2026Q1: 110,950 shares; 2026Q2: 117,671 shares 117,671 $11.3M 0.1% +6,721 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: 18,847 shares; 2024Q4: 18,281 shares; 2025Q1: 20,124 shares; 2025Q2: 21,923 shares; 2025Q3: 26,032 shares; 2025Q4: 37,345 shares; 2026Q1: 28,111 shares; 2026Q2: 37,851 shares 37,851 $11.3M 0.1% +9,740 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: 24,498 shares; 2024Q4: 26,261 shares; 2025Q1: 29,665 shares; 2025Q2: 31,906 shares; 2025Q3: 36,368 shares; 2025Q4: 39,456 shares; 2026Q1: 41,651 shares; 2026Q2: 56,778 shares 56,778 $11.2M 0.1% +15,127 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321,433 shares; 2026Q2: 328,395 shares 328,395 $11.2M 0.1% +6,962 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: 80,083 shares; 2024Q4: 65,734 shares; 2025Q1: 75,353 shares; 2025Q2: 81,840 shares; 2025Q3: 86,350 shares; 2025Q4: 101,903 shares; 2026Q1: 109,229 shares; 2026Q2: 115,357 shares 115,357 $11M 0.09% +6,128 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,446 shares; 2024Q4: 5,036 shares; 2025Q1: 15,245 shares; 2025Q2: 11,267 shares; 2025Q3: 10,538 shares; 2025Q4: 136,448 shares; 2026Q1: 148,586 shares; 2026Q2: 163,818 shares 163,818 $11M 0.09% +15,232 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: 48,576 shares; 2024Q4: 50,611 shares; 2025Q1: 60,709 shares; 2025Q2: 70,394 shares; 2025Q3: 71,647 shares; 2025Q4: 88,784 shares; 2026Q1: 114,576 shares; 2026Q2: 120,960 shares 120,960 $11M 0.09% +6,384 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: 83,906 shares; 2024Q4: 86,942 shares; 2025Q1: 114,212 shares; 2025Q2: 127,106 shares; 2025Q3: 120,349 shares; 2025Q4: 135,366 shares; 2026Q1: 145,345 shares; 2026Q2: 151,975 shares 151,975 $10.9M 0.09% +6,630 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,886 shares; 2025Q3: 6,691 shares; 2025Q4: 4,200 shares; 2026Q1: 9,011 shares; 2026Q2: 30,570 shares 30,570 $10.8M 0.09% +21,559 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,698 shares; 2024Q4: 58,819 shares; 2025Q1: 61,278 shares; 2025Q2: 69,508 shares; 2025Q3: 70,790 shares; 2025Q4: 80,757 shares; 2026Q1: 76,766 shares; 2026Q2: 78,715 shares 78,715 $10.8M 0.09% +1,949 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: 40,725 shares; 2024Q4: 40,246 shares; 2025Q1: 43,840 shares; 2025Q2: 52,094 shares; 2025Q3: 65,959 shares; 2025Q4: 122,847 shares; 2026Q1: 66,869 shares; 2026Q2: 68,744 shares 68,744 $10.8M 0.09% +1,875 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,844 shares; 2024Q4: 302,278 shares; 2025Q1: 362,011 shares; 2025Q2: 399,379 shares; 2025Q3: 444,385 shares; 2025Q4: 582,684 shares; 2026Q1: 648,377 shares; 2026Q2: 273,074 shares 273,074 $10.8M 0.09% -375,303 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: 15,179 shares; 2024Q4: 15,479 shares; 2025Q1: 15,752 shares; 2025Q2: 18,841 shares; 2025Q3: 19,160 shares; 2025Q4: 30,873 shares; 2026Q1: 28,694 shares; 2026Q2: 30,101 shares 30,101 $10.7M 0.09% +1,407 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: 64,290 shares; 2024Q4: 136,607 shares; 2025Q1: 191,755 shares; 2025Q2: 228,560 shares; 2025Q3: 255,972 shares; 2025Q4: 314,448 shares; 2026Q1: 345,434 shares; 2026Q2: 362,301 shares 362,301 $10.7M 0.09% +16,867 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: 33,092 shares; 2024Q4: 54,722 shares; 2025Q1: 71,885 shares; 2025Q2: 39,096 shares; 2025Q3: 56,276 shares; 2025Q4: 119,492 shares; 2026Q1: 112,499 shares; 2026Q2: 117,960 shares 117,960 $10.6M 0.09% +5,461 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,971 shares; 2025Q4: 8,087 shares; 2026Q1: 11,690 shares; 2026Q2: 16,533 shares 16,533 $10.6M 0.09% +4,843 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,697 shares; 2025Q3: 9,745 shares; 2025Q4: 19,485 shares; 2026Q1: 28,816 shares; 2026Q2: 123,425 shares 123,425 $10.6M 0.09% +94,609 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,096 shares 136,096 $10.5M 0.09% new 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: 42,799 shares; 2024Q4: 45,973 shares; 2025Q1: 46,097 shares; 2025Q2: 50,809 shares; 2025Q3: 54,142 shares; 2025Q4: 55,403 shares; 2026Q1: 56,543 shares; 2026Q2: 58,134 shares 58,134 $10.4M 0.09% +1,591 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: 30,017 shares; 2024Q4: 29,719 shares; 2025Q1: 37,647 shares; 2025Q2: 52,811 shares; 2025Q3: 55,308 shares; 2025Q4: 72,108 shares; 2026Q1: 75,185 shares; 2026Q2: 81,664 shares 81,664 $10.3M 0.09% +6,479 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,734 shares; 2024Q4: 249,573 shares; 2025Q1: 239,394 shares; 2025Q2: 238,763 shares; 2025Q3: 228,246 shares; 2025Q4: 309,879 shares; 2026Q1: 362,851 shares; 2026Q2: 401,348 shares 401,348 $10.3M 0.09% +38,497 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: 189,358 shares; 2024Q4: 198,361 shares; 2025Q1: 215,430 shares; 2025Q2: 222,496 shares; 2025Q3: 238,902 shares; 2025Q4: 248,809 shares; 2026Q1: 261,279 shares; 2026Q2: 268,863 shares 268,863 $10.2M 0.09% +7,584 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: 9,873 shares; 2024Q4: 12,145 shares; 2025Q1: 13,150 shares; 2025Q2: 17,787 shares; 2025Q3: 11,491 shares; 2025Q4: 15,479 shares; 2026Q1: 19,596 shares; 2026Q2: 25,639 shares 25,639 $10.2M 0.09% +6,043 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,646 shares; 2024Q4: 223,224 shares; 2025Q1: 300,737 shares; 2025Q2: 339,010 shares; 2025Q3: 394,353 shares; 2025Q4: 424,895 shares; 2026Q1: 471,254 shares; 2026Q2: 500,532 shares 500,532 $10.2M 0.09% +29,278 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,109 shares; 2026Q1: 218,576 shares; 2026Q2: 230,779 shares 230,779 $10.1M 0.09% +12,203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,675 shares; 2025Q3: 85,539 shares; 2025Q4: 97,636 shares; 2026Q1: 245,616 shares; 2026Q2: 247,759 shares 247,759 $10.1M 0.09% +2,143 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: 2,990 shares; 2024Q4: 11,841 shares; 2025Q1: 12,521 shares; 2025Q2: 12,971 shares; 2025Q3: 12,575 shares; 2025Q4: 14,447 shares; 2026Q1: 14,580 shares; 2026Q2: 14,086 shares 14,086 $10M 0.09% -494 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 185,366 shares; 2026Q1: 224,119 shares; 2026Q2: 435,809 shares 435,809 $10M 0.09% +211,690 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: 17,954 shares; 2024Q4: 17,362 shares; 2025Q1: 19,591 shares; 2025Q2: 30,785 shares; 2025Q3: 34,093 shares; 2025Q4: 59,810 shares; 2026Q1: 80,960 shares; 2026Q2: 105,404 shares 105,404 $9.96M 0.09% +24,444 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,873 shares; 2024Q4: 37,996 shares; 2025Q1: 38,133 shares; 2025Q2: 42,120 shares; 2025Q3: 54,409 shares; 2025Q4: 60,338 shares; 2026Q1: 63,884 shares; 2026Q2: 275,536 shares 275,536 $9.96M 0.09% +211,652 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: 3,976 shares; 2024Q4: 5,958 shares; 2025Q1: 5,522 shares; 2025Q2: 4,959 shares; 2025Q3: 38,879 shares; 2025Q4: 44,109 shares; 2026Q1: 50,163 shares; 2026Q2: 59,498 shares 59,498 $9.73M 0.08% +9,335 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: 42,350 shares; 2024Q4: 46,363 shares; 2025Q1: 50,342 shares; 2025Q2: 52,562 shares; 2025Q3: 53,091 shares; 2025Q4: 88,257 shares; 2026Q1: 81,661 shares; 2026Q2: 52,653 shares 52,653 $9.73M 0.08% -29,008 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: 38,971 shares; 2024Q4: 38,313 shares; 2025Q1: 61,669 shares; 2025Q2: 124,802 shares; 2025Q3: 102,741 shares; 2025Q4: 98,261 shares; 2026Q1: 122,726 shares; 2026Q2: 131,729 shares 131,729 $9.67M 0.08% +9,003 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,745 shares; 2024Q4: 81,472 shares; 2025Q1: 101,423 shares; 2025Q2: 44,447 shares; 2025Q3: 98,356 shares; 2025Q4: 229,699 shares; 2026Q1: 264,398 shares; 2026Q2: 214,099 shares 214,099 $9.66M 0.08% -50,299 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: 18,891 shares; 2024Q4: 18,202 shares; 2025Q1: 20,181 shares; 2025Q2: 22,684 shares; 2025Q3: 21,655 shares; 2025Q4: 35,625 shares; 2026Q1: 35,204 shares; 2026Q2: 35,451 shares 35,451 $9.64M 0.08% +247 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: 12,628 shares; 2024Q4: 23,205 shares; 2025Q1: 42,475 shares; 2025Q2: 73,713 shares; 2025Q3: 83,260 shares; 2025Q4: 91,438 shares; 2026Q1: 106,519 shares; 2026Q2: 156,440 shares 156,440 $9.61M 0.08% +49,921 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: not reported; 2024Q4: not reported; 2025Q1: 13,631 shares; 2025Q2: 20,333 shares; 2025Q3: 32,962 shares; 2025Q4: 63,523 shares; 2026Q1: 106,967 shares; 2026Q2: 95,603 shares 95,603 $9.59M 0.08% -11,364 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: 41,913 shares; 2024Q4: 48,014 shares; 2025Q1: 50,129 shares; 2025Q2: 50,283 shares; 2025Q3: 50,494 shares; 2025Q4: 54,582 shares; 2026Q1: 54,922 shares; 2026Q2: 66,724 shares 66,724 $9.55M 0.08% +11,802 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: 19,981 shares; 2024Q4: 20,246 shares; 2025Q1: 26,544 shares; 2025Q2: 28,393 shares; 2025Q3: 28,724 shares; 2025Q4: 38,366 shares; 2026Q1: 40,208 shares; 2026Q2: 42,732 shares 42,732 $9.52M 0.08% +2,524 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,294 shares 64,294 $9.52M 0.08% new 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: 29,421 shares; 2024Q4: 30,454 shares; 2025Q1: 49,486 shares; 2025Q2: 50,012 shares; 2025Q3: 47,519 shares; 2025Q4: 61,116 shares; 2026Q1: 50,828 shares; 2026Q2: 52,588 shares 52,588 $9.51M 0.08% +1,760 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,377 shares; 2025Q2: 163,416 shares; 2025Q3: 164,834 shares; 2025Q4: 185,552 shares; 2026Q1: 181,063 shares; 2026Q2: 180,821 shares 180,821 $9.47M 0.08% -242 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,191 shares; 2025Q4: 149,180 shares; 2026Q1: 147,105 shares; 2026Q2: 206,911 shares 206,911 $9.44M 0.08% +59,806 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: 330,491 shares 330,491 $9.44M 0.08% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,167 shares; 2024Q4: 6,688 shares; 2025Q1: 3,717 shares; 2025Q2: 4,494 shares; 2025Q3: 5,599 shares; 2025Q4: 6,117 shares; 2026Q1: 8,799 shares; 2026Q2: 101,087 shares 101,087 $9.43M 0.08% +92,288 Timeline SHYL 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: 54,191 shares; 2024Q4: 82,968 shares; 2025Q1: 107,748 shares; 2025Q2: 126,165 shares; 2025Q3: 155,497 shares; 2025Q4: 170,464 shares; 2026Q1: 195,993 shares; 2026Q2: 210,216 shares 210,216 $9.34M 0.08% +14,223 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,737 shares; 2024Q4: 25,460 shares; 2025Q1: 25,664 shares; 2025Q2: 27,032 shares; 2025Q3: 26,326 shares; 2025Q4: 45,238 shares; 2026Q1: 30,012 shares; 2026Q2: 30,083 shares 30,083 $9.32M 0.08% +71 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,534 shares; 2024Q4: 59,051 shares; 2025Q1: 62,102 shares; 2025Q2: 69,265 shares; 2025Q3: 65,670 shares; 2025Q4: 86,171 shares; 2026Q1: 86,997 shares; 2026Q2: 89,594 shares 89,594 $9.31M 0.08% +2,597 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,322 shares; 2025Q1: 1,501 shares; 2025Q2: 1,910 shares; 2025Q3: 1,973 shares; 2025Q4: 2,216 shares; 2026Q1: 2,933 shares; 2026Q2: 30,725 shares 30,725 $9.27M 0.08% +27,792 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,147 shares; 2025Q2: 14,898 shares; 2025Q3: 37,644 shares; 2025Q4: 87,054 shares; 2026Q1: 92,431 shares; 2026Q2: 92,114 shares 92,114 $9.27M 0.08% -317 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 65,745 shares; 2026Q1: 59,600 shares; 2026Q2: 59,166 shares 59,166 $9.2M 0.08% -434 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: 106,345 shares; 2024Q4: 107,542 shares; 2025Q1: 145,543 shares; 2025Q2: 146,137 shares; 2025Q3: 137,924 shares; 2025Q4: 209,936 shares; 2026Q1: 228,120 shares; 2026Q2: 109,644 shares 109,644 $9.11M 0.08% -118,476 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,234 shares; 2024Q4: 116,556 shares; 2025Q1: 78,987 shares; 2025Q2: 140,585 shares; 2025Q3: 156,031 shares; 2025Q4: 202,337 shares; 2026Q1: 141,185 shares; 2026Q2: 148,505 shares 148,505 $9.09M 0.08% +7,320 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 213 shares; 2025Q1: 238 shares; 2025Q2: 280 shares; 2025Q3: 295 shares; 2025Q4: 564 shares; 2026Q1: 676 shares; 2026Q2: 2,840 shares 2,840 $9.08M 0.08% +2,164 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: 41,403 shares; 2024Q4: 45,046 shares; 2025Q1: 82,050 shares; 2025Q2: 84,754 shares; 2025Q3: 66,931 shares; 2025Q4: 96,058 shares; 2026Q1: 69,796 shares; 2026Q2: 109,486 shares 109,486 $9.05M 0.08% +39,690 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: 3,464 shares; 2024Q4: 3,614 shares; 2025Q1: 4,220 shares; 2025Q2: 2,023 shares; 2025Q3: 3,915 shares; 2025Q4: 7,053 shares; 2026Q1: 6,054 shares; 2026Q2: 12,312 shares 12,312 $8.86M 0.08% +6,258 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: not reported; 2024Q4: 16,675 shares; 2025Q1: 17,789 shares; 2025Q2: 19,819 shares; 2025Q3: 16,924 shares; 2025Q4: 60,409 shares; 2026Q1: 37,051 shares; 2026Q2: 44,098 shares 44,098 $8.85M 0.08% +7,047 Timeline EDIV 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: 259,456 shares; 2024Q4: 253,598 shares; 2025Q1: 249,491 shares; 2025Q2: 242,807 shares; 2025Q3: 236,579 shares; 2025Q4: 236,300 shares; 2026Q1: 222,539 shares; 2026Q2: 214,873 shares 214,873 $8.8M 0.08% -7,666 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: 17,589 shares; 2024Q4: 17,992 shares; 2025Q1: 18,971 shares; 2025Q2: 20,132 shares; 2025Q3: 21,929 shares; 2025Q4: 24,717 shares; 2026Q1: 24,965 shares; 2026Q2: 28,667 shares 28,667 $8.78M 0.08% +3,702 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,591 shares; 2024Q4: 40,170 shares; 2025Q1: 38,357 shares; 2025Q2: 30,212 shares; 2025Q3: 28,787 shares; 2025Q4: 50,074 shares; 2026Q1: 45,875 shares; 2026Q2: 70,109 shares 70,109 $8.72M 0.07% +24,234 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358,065 shares 358,065 $8.72M 0.07% new 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: 29,513 shares; 2024Q4: 30,603 shares; 2025Q1: 36,675 shares; 2025Q2: 37,913 shares; 2025Q3: 37,242 shares; 2025Q4: 46,617 shares; 2026Q1: 43,501 shares; 2026Q2: 38,791 shares 38,791 $8.69M 0.07% -4,710 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: 15,299 shares; 2024Q4: 15,902 shares; 2025Q1: 14,592 shares; 2025Q2: 14,843 shares; 2025Q3: 14,369 shares; 2025Q4: 20,393 shares; 2026Q1: 26,004 shares; 2026Q2: 29,601 shares 29,601 $8.68M 0.07% +3,597 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: 19,769 shares; 2024Q4: 71,891 shares; 2025Q1: 87,572 shares; 2025Q2: 99,622 shares; 2025Q3: 96,781 shares; 2025Q4: 143,812 shares; 2026Q1: 156,828 shares; 2026Q2: 170,594 shares 170,594 $8.63M 0.07% +13,766 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,369 shares; 2024Q4: 12,978 shares; 2025Q1: 17,527 shares; 2025Q2: 18,538 shares; 2025Q3: 19,169 shares; 2025Q4: 40,189 shares; 2026Q1: 42,448 shares; 2026Q2: 48,863 shares 48,863 $8.62M 0.07% +6,415 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: 50,410 shares 50,410 $8.61M 0.07% new 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: 185,733 shares; 2024Q4: 165,494 shares; 2025Q1: 169,337 shares; 2025Q2: 178,946 shares; 2025Q3: 223,563 shares; 2025Q4: 436,170 shares; 2026Q1: 225,044 shares; 2026Q2: 229,567 shares 229,567 $8.61M 0.07% +4,523 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: not reported; 2024Q4: not reported; 2025Q1: 9,518 shares; 2025Q2: 11,732 shares; 2025Q3: 13,712 shares; 2025Q4: 33,948 shares; 2026Q1: 39,462 shares; 2026Q2: 44,692 shares 44,692 $8.57M 0.07% +5,230 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240,946 shares; 2025Q3: 285,803 shares; 2025Q4: 346,090 shares; 2026Q1: 363,312 shares; 2026Q2: 409,143 shares 409,143 $8.53M 0.07% +45,831 Timeline MUST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,965 shares; 2025Q3: 13,645 shares; 2025Q4: 15,165 shares; 2026Q1: 14,581 shares; 2026Q2: 410,031 shares 410,031 $8.53M 0.07% +395,450 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: 66,744 shares; 2024Q4: 63,958 shares; 2025Q1: 69,725 shares; 2025Q2: 72,707 shares; 2025Q3: 69,264 shares; 2025Q4: 112,188 shares; 2026Q1: 85,251 shares; 2026Q2: 88,460 shares 88,460 $8.51M 0.07% +3,209 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,922 shares; 2026Q1: 10,471 shares; 2026Q2: 32,533 shares 32,533 $8.47M 0.07% +22,062 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,115 shares; 2025Q2: 7,517 shares; 2025Q3: 7,238 shares; 2025Q4: 56,527 shares; 2026Q1: 60,425 shares; 2026Q2: 30,575 shares 30,575 $8.44M 0.07% -29,850 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: 4,289 shares; 2025Q1: 7,063 shares; 2025Q2: 7,586 shares; 2025Q3: 7,449 shares; 2025Q4: 9,005 shares; 2026Q1: 8,668 shares; 2026Q2: 8,770 shares 8,770 $8.43M 0.07% +102 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: 167,596 shares; 2024Q4: 156,111 shares; 2025Q1: 155,094 shares; 2025Q2: 188,553 shares; 2025Q3: 236,974 shares; 2025Q4: 457,239 shares; 2026Q1: 270,327 shares; 2026Q2: 307,249 shares 307,249 $8.4M 0.07% +36,922 Timeline TRC TEJON RANCH CO More: the full row for TEJON RANCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 445,440 shares; 2025Q4: 446,595 shares; 2026Q1: 447,764 shares; 2026Q2: 448,677 shares 448,677 $8.39M 0.07% +913 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: 277,577 shares; 2024Q4: 278,047 shares; 2025Q1: 313,653 shares; 2025Q2: 401,469 shares; 2025Q3: 358,652 shares; 2025Q4: 447,159 shares; 2026Q1: 375,060 shares; 2026Q2: 399,881 shares 399,881 $8.28M 0.07% +24,821 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,533 shares; 2024Q4: 6,422 shares; 2025Q1: 10,089 shares; 2025Q2: 6,414 shares; 2025Q3: 8,746 shares; 2025Q4: 19,728 shares; 2026Q1: 35,989 shares; 2026Q2: 89,759 shares 89,759 $8.24M 0.07% +53,770 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,267 shares; 2024Q4: 27,467 shares; 2025Q1: 27,825 shares; 2025Q2: 27,242 shares; 2025Q3: 35,041 shares; 2025Q4: 70,280 shares; 2026Q1: 91,217 shares; 2026Q2: 132,210 shares 132,210 $8.24M 0.07% +40,993 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,578 shares; 2024Q4: 3,848 shares; 2025Q1: 3,127 shares; 2025Q2: 3,230 shares; 2025Q3: 3,285 shares; 2025Q4: 13,598 shares; 2026Q1: 15,155 shares; 2026Q2: 39,883 shares 39,883 $8.22M 0.07% +24,728 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: 33,267 shares; 2024Q4: 35,434 shares; 2025Q1: 38,409 shares; 2025Q2: 39,847 shares; 2025Q3: 41,366 shares; 2025Q4: 67,648 shares; 2026Q1: 68,820 shares; 2026Q2: 69,734 shares 69,734 $8.18M 0.07% +914 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334,825 shares 334,825 $8.11M 0.07% new 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: 57,688 shares; 2024Q4: 11,891 shares; 2025Q1: 11,917 shares; 2025Q2: 8,324 shares; 2025Q3: 10,211 shares; 2025Q4: 75,595 shares; 2026Q1: 77,862 shares; 2026Q2: 79,031 shares 79,031 $8.08M 0.07% +1,169 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,116 shares; 2024Q4: 13,353 shares; 2025Q1: 20,482 shares; 2025Q2: 32,626 shares; 2025Q3: 36,586 shares; 2025Q4: 47,448 shares; 2026Q1: 92,998 shares; 2026Q2: 103,466 shares 103,466 $8.07M 0.07% +10,468 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,685 shares; 2024Q4: 4,678 shares; 2025Q1: 5,331 shares; 2025Q2: 6,154 shares; 2025Q3: 10,702 shares; 2025Q4: 37,384 shares; 2026Q1: 50,356 shares; 2026Q2: 89,178 shares 89,178 $8.07M 0.07% +38,822 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,136 shares; 2024Q4: 8,440 shares; 2025Q1: 10,700 shares; 2025Q2: 11,713 shares; 2025Q3: 11,681 shares; 2025Q4: 12,254 shares; 2026Q1: 12,382 shares; 2026Q2: 23,045 shares 23,045 $8.07M 0.07% +10,663 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: 10,735 shares; 2024Q4: 10,929 shares; 2025Q1: 11,901 shares; 2025Q2: 12,354 shares; 2025Q3: 12,285 shares; 2025Q4: 14,092 shares; 2026Q1: 24,220 shares; 2026Q2: 25,468 shares 25,468 $8.01M 0.07% +1,248 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,039 shares 87,039 $7.98M 0.07% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: 4,148 shares; 2025Q1: 4,523 shares; 2025Q2: 4,000 shares; 2025Q3: 3,923 shares; 2025Q4: 35,689 shares; 2026Q1: 40,332 shares; 2026Q2: 41,899 shares 41,899 $7.97M 0.07% +1,567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186,599 shares; 2026Q2: 189,892 shares 189,892 $7.92M 0.07% +3,293 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: 3,814 shares; 2024Q4: 12,041 shares; 2025Q1: 12,786 shares; 2025Q2: 15,663 shares; 2025Q3: 26,390 shares; 2025Q4: 40,372 shares; 2026Q1: 31,862 shares; 2026Q2: 21,512 shares 21,512 $7.87M 0.07% -10,350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,157 shares; 2026Q2: 162,601 shares 162,601 $7.86M 0.07% -29,556 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,405 shares; 2024Q4: 19,856 shares; 2025Q1: 29,775 shares; 2025Q2: 43,535 shares; 2025Q3: 122,234 shares; 2025Q4: 129,706 shares; 2026Q1: 136,100 shares; 2026Q2: 155,150 shares 155,150 $7.85M 0.07% +19,050 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: 26,689 shares; 2024Q4: 67,225 shares; 2025Q1: 88,965 shares; 2025Q2: 19,530 shares; 2025Q3: 40,283 shares; 2025Q4: 35,753 shares; 2026Q1: 40,488 shares; 2026Q2: 58,793 shares 58,793 $7.83M 0.07% +18,305 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 3,511 shares; 2025Q4: 18,925 shares; 2026Q1: 82,001 shares; 2026Q2: 108,262 shares 108,262 $7.82M 0.07% +26,261 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: 5,582 shares; 2024Q4: 5,251 shares; 2025Q1: 8,861 shares; 2025Q2: 10,001 shares; 2025Q3: 9,928 shares; 2025Q4: 11,199 shares; 2026Q1: 11,587 shares; 2026Q2: 14,979 shares 14,979 $7.77M 0.07% +3,392 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,323 shares; 2024Q4: 18,351 shares; 2025Q1: 19,117 shares; 2025Q2: 19,927 shares; 2025Q3: 21,119 shares; 2025Q4: 28,789 shares; 2026Q1: 30,106 shares; 2026Q2: 65,700 shares 65,700 $7.77M 0.07% +35,594 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: 23,677 shares; 2024Q4: 31,804 shares; 2025Q1: 37,489 shares; 2025Q2: 247,757 shares; 2025Q3: 250,886 shares; 2025Q4: 254,843 shares; 2026Q1: 265,625 shares; 2026Q2: 74,490 shares 74,490 $7.74M 0.07% -191,135 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: 14,492 shares; 2024Q4: 15,267 shares; 2025Q1: 18,651 shares; 2025Q2: 21,662 shares; 2025Q3: 18,206 shares; 2025Q4: 56,557 shares; 2026Q1: 2,590,899 shares; 2026Q2: 129,629 shares 129,629 $7.74M 0.07% -2,461,270 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: 5,235 shares; 2024Q4: 4,846 shares; 2025Q1: 11,456 shares; 2025Q2: 8,013 shares; 2025Q3: 6,927 shares; 2025Q4: 9,503 shares; 2026Q1: 10,539 shares; 2026Q2: 28,743 shares 28,743 $7.73M 0.07% +18,204 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,390 shares; 2025Q3: 41,928 shares; 2025Q4: not reported; 2026Q1: 6,142 shares; 2026Q2: 201,593 shares 201,593 $7.68M 0.07% +195,451 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: 37,567 shares; 2024Q4: 40,148 shares; 2025Q1: 109,993 shares; 2025Q2: 140,007 shares; 2025Q3: 117,368 shares; 2025Q4: 51,334 shares; 2026Q1: 170,784 shares; 2026Q2: 76,122 shares 76,122 $7.66M 0.07% -94,662 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206,647 shares 206,647 $7.56M 0.06% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares; 2026Q2: 3,317 shares 3,317 $7.54M 0.06% +2,070 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: 70,779 shares; 2024Q4: 86,812 shares; 2025Q1: 107,712 shares; 2025Q2: 98,963 shares; 2025Q3: 107,864 shares; 2025Q4: 122,951 shares; 2026Q1: 152,185 shares; 2026Q2: 160,120 shares 160,120 $7.52M 0.06% +7,935 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343,567 shares 343,567 $7.49M 0.06% new Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,450 shares; 2025Q2: 23,349 shares; 2025Q3: 44,739 shares; 2025Q4: 87,413 shares; 2026Q1: 285,922 shares; 2026Q2: 291,375 shares 291,375 $7.45M 0.06% +5,453 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 926 shares; 2026Q2: 3,741 shares 3,741 $7.41M 0.06% +2,815 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: 4,573 shares; 2024Q4: 5,203 shares; 2025Q1: 4,984 shares; 2025Q2: 9,161 shares; 2025Q3: 10,649 shares; 2025Q4: 21,372 shares; 2026Q1: 12,488 shares; 2026Q2: 57,929 shares 57,929 $7.4M 0.06% +45,441 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,697 shares; 2024Q4: 8,046 shares; 2025Q1: 8,654 shares; 2025Q2: 9,421 shares; 2025Q3: 8,399 shares; 2025Q4: 14,259 shares; 2026Q1: 12,514 shares; 2026Q2: 26,097 shares 26,097 $7.39M 0.06% +13,583 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,263 shares; 2024Q4: 15,022 shares; 2025Q1: 14,886 shares; 2025Q2: 14,792 shares; 2025Q3: 16,594 shares; 2025Q4: 17,667 shares; 2026Q1: 19,118 shares; 2026Q2: 17,912 shares 17,912 $7.21M 0.06% -1,206 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: 22,023 shares; 2024Q4: 22,250 shares; 2025Q1: 34,539 shares; 2025Q2: 36,935 shares; 2025Q3: 37,439 shares; 2025Q4: 51,271 shares; 2026Q1: 49,331 shares; 2026Q2: 52,617 shares 52,617 $7.2M 0.06% +3,286 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,262 shares; 2025Q1: 4,939 shares; 2025Q2: 7,558 shares; 2025Q3: 7,560 shares; 2025Q4: 7,299 shares; 2026Q1: 6,830 shares; 2026Q2: 7,332 shares 7,332 $7.17M 0.06% +502 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,887 shares; 2024Q4: 46,212 shares; 2025Q1: 51,080 shares; 2025Q2: 43,850 shares; 2025Q3: 32,240 shares; 2025Q4: 33,478 shares; 2026Q1: 32,069 shares; 2026Q2: 31,582 shares 31,582 $7.06M 0.06% -487 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,261 shares; 2025Q3: 7,920 shares; 2025Q4: 162,820 shares; 2026Q1: 255,915 shares; 2026Q2: 274,050 shares 274,050 $6.99M 0.06% +18,135 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,848 shares; 2024Q4: 5,544 shares; 2025Q1: 6,403 shares; 2025Q2: 6,684 shares; 2025Q3: 5,088 shares; 2025Q4: 8,937 shares; 2026Q1: 67,899 shares; 2026Q2: 95,929 shares 95,929 $6.99M 0.06% +28,030 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,336 shares; 2026Q1: 236,282 shares; 2026Q2: 240,180 shares 240,180 $6.94M 0.06% +3,898 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,860 shares; 2024Q4: 65,631 shares; 2025Q1: 69,275 shares; 2025Q2: 44,642 shares; 2025Q3: 43,809 shares; 2025Q4: 47,393 shares; 2026Q1: 48,605 shares; 2026Q2: 76,002 shares 76,002 $6.93M 0.06% +27,397 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,461 shares; 2026Q1: 148,883 shares; 2026Q2: 172,368 shares 172,368 $6.92M 0.06% +23,485 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: 96,103 shares; 2024Q4: 129,826 shares; 2025Q1: 166,982 shares; 2025Q2: 218,658 shares; 2025Q3: 216,775 shares; 2025Q4: 333,306 shares; 2026Q1: 345,555 shares; 2026Q2: 360,079 shares 360,079 $6.88M 0.06% +14,524 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: 13,889 shares; 2024Q4: 15,148 shares; 2025Q1: 21,732 shares; 2025Q2: 22,045 shares; 2025Q3: 21,936 shares; 2025Q4: 25,112 shares; 2026Q1: 26,596 shares; 2026Q2: 25,394 shares 25,394 $6.87M 0.06% -1,202 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: 30,622 shares 30,622 $6.86M 0.06% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,153 shares; 2026Q1: 83,857 shares; 2026Q2: 90,868 shares 90,868 $6.84M 0.06% +7,011 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,114 shares; 2024Q4: 8,691 shares; 2025Q1: 10,832 shares; 2025Q2: 12,410 shares; 2025Q3: 12,213 shares; 2025Q4: 14,835 shares; 2026Q1: 14,306 shares; 2026Q2: 13,875 shares 13,875 $6.82M 0.06% -431 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,492 shares; 2024Q4: 51,516 shares; 2025Q1: 41,610 shares; 2025Q2: 60,438 shares; 2025Q3: 58,329 shares; 2025Q4: 110,331 shares; 2026Q1: 126,622 shares; 2026Q2: 165,639 shares 165,639 $6.8M 0.06% +39,017 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: 30,653 shares 30,653 $6.78M 0.06% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,297 shares; 2025Q3: 47,739 shares; 2025Q4: 79,560 shares; 2026Q1: 118,564 shares; 2026Q2: 130,865 shares 130,865 $6.76M 0.06% +12,301 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 22,247 shares; 2026Q1: 43,787 shares; 2026Q2: 190,938 shares 190,938 $6.76M 0.06% +147,151 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: 21,701 shares; 2024Q4: 22,767 shares; 2025Q1: 32,467 shares; 2025Q2: 37,825 shares; 2025Q3: 36,412 shares; 2025Q4: 37,981 shares; 2026Q1: 40,998 shares; 2026Q2: 62,742 shares 62,742 $6.75M 0.06% +21,744 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,746 shares; 2024Q4: 13,879 shares; 2025Q1: 13,025 shares; 2025Q2: 12,112 shares; 2025Q3: 13,463 shares; 2025Q4: 35,466 shares; 2026Q1: 81,497 shares; 2026Q2: 132,411 shares 132,411 $6.73M 0.06% +50,914 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,006 shares; 2025Q1: 41,788 shares; 2025Q2: 35,657 shares; 2025Q3: 15,335 shares; 2025Q4: 17,462 shares; 2026Q1: 14,601 shares; 2026Q2: 24,674 shares 24,674 $6.71M 0.06% +10,073 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: 66,036 shares; 2024Q4: 65,863 shares; 2025Q1: 47,540 shares; 2025Q2: 52,948 shares; 2025Q3: 53,222 shares; 2025Q4: 103,116 shares; 2026Q1: 84,927 shares; 2026Q2: 66,494 shares 66,494 $6.71M 0.06% -18,433 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160,835 shares; 2025Q2: 167,350 shares; 2025Q3: 237,559 shares; 2025Q4: 483,650 shares; 2026Q1: 233,304 shares; 2026Q2: 189,081 shares 189,081 $6.66M 0.06% -44,223 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 316,874 shares 316,874 $6.6M 0.06% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,573 shares; 2024Q4: 6,584 shares; 2025Q1: 8,853 shares; 2025Q2: 5,571 shares; 2025Q3: not reported; 2025Q4: 4,362 shares; 2026Q1: 6,723 shares; 2026Q2: 131,452 shares 131,452 $6.58M 0.06% +124,729 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,720 shares; 2025Q3: 134,191 shares; 2025Q4: 141,959 shares; 2026Q1: 140,559 shares; 2026Q2: 140,975 shares 140,975 $6.52M 0.06% +416 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: 18,177 shares; 2024Q4: 15,403 shares; 2025Q1: 18,476 shares; 2025Q2: 19,333 shares; 2025Q3: 20,861 shares; 2025Q4: 33,403 shares; 2026Q1: 35,142 shares; 2026Q2: 39,596 shares 39,596 $6.5M 0.06% +4,454 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: 19,212 shares; 2024Q4: 20,011 shares; 2025Q1: 43,346 shares; 2025Q2: 51,347 shares; 2025Q3: 53,395 shares; 2025Q4: 54,533 shares; 2026Q1: 62,570 shares; 2026Q2: 65,179 shares 65,179 $6.48M 0.06% +2,609 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,165 shares; 2024Q4: 9,127 shares; 2025Q1: 14,435 shares; 2025Q2: 14,104 shares; 2025Q3: 14,376 shares; 2025Q4: 14,880 shares; 2026Q1: 16,260 shares; 2026Q2: 16,298 shares 16,298 $6.46M 0.06% +38 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: 70,340 shares; 2024Q4: 91,503 shares; 2025Q1: 91,582 shares; 2025Q2: 127,681 shares; 2025Q3: 131,490 shares; 2025Q4: 138,607 shares; 2026Q1: 147,448 shares; 2026Q2: 149,592 shares 149,592 $6.45M 0.06% +2,144 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,313 shares; 2026Q2: 44,828 shares 44,828 $6.39M 0.05% +38,515 Timeline AME AMETEK INC More: the full row for AMETEK 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: 22,741 shares; 2026Q1: 26,808 shares; 2026Q2: 26,373 shares 26,373 $6.38M 0.05% -435 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252,548 shares 252,548 $6.36M 0.05% new Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247,004 shares 247,004 $6.36M 0.05% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,584 shares; 2026Q1: not reported; 2026Q2: 36,482 shares 36,482 $6.34M 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,159 shares; 2024Q4: 6,809 shares; 2025Q1: 6,954 shares; 2025Q2: 7,857 shares; 2025Q3: 7,781 shares; 2025Q4: 12,913 shares; 2026Q1: 14,588 shares; 2026Q2: 15,247 shares 15,247 $6.33M 0.05% +659 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: 78,302 shares; 2026Q2: 125,567 shares 125,567 $6.32M 0.05% +47,265 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,738 shares; 2025Q1: 10,224 shares; 2025Q2: 26,266 shares; 2025Q3: 125,699 shares; 2025Q4: 231,840 shares; 2026Q1: 181,243 shares; 2026Q2: 267,352 shares 267,352 $6.27M 0.05% +86,109 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: 22,952 shares; 2024Q4: 19,084 shares; 2025Q1: 18,141 shares; 2025Q2: 27,815 shares; 2025Q3: 30,270 shares; 2025Q4: 61,508 shares; 2026Q1: 75,722 shares; 2026Q2: 74,298 shares 74,298 $6.22M 0.05% -1,424 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,308 shares; 2024Q4: 15,259 shares; 2025Q1: 29,571 shares; 2025Q2: 38,815 shares; 2025Q3: 39,939 shares; 2025Q4: 43,689 shares; 2026Q1: 44,382 shares; 2026Q2: 45,820 shares 45,820 $6.21M 0.05% +1,438 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 536 shares; 2025Q1: 479 shares; 2025Q2: 590 shares; 2025Q3: 591 shares; 2025Q4: 1,033 shares; 2026Q1: 1,244 shares; 2026Q2: 4,455 shares 4,455 $6.16M 0.05% +3,211 Timeline PFXF 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: 225,874 shares; 2024Q4: 199,950 shares; 2025Q1: 319,061 shares; 2025Q2: 318,686 shares; 2025Q3: 333,264 shares; 2025Q4: 335,329 shares; 2026Q1: 341,258 shares; 2026Q2: 344,948 shares 344,948 $6.15M 0.05% +3,690 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 3,023 shares; 2025Q4: 53,528 shares; 2026Q1: 52,362 shares; 2026Q2: 56,719 shares 56,719 $6.12M 0.05% +4,357 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,147 shares; 2025Q2: 3,120 shares; 2025Q3: 3,092 shares; 2025Q4: not reported; 2026Q1: 2,847 shares; 2026Q2: 70,319 shares 70,319 $6.1M 0.05% +67,472 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 7,952 shares; 2025Q1: 10,243 shares; 2025Q2: 10,778 shares; 2025Q3: 10,753 shares; 2025Q4: 15,005 shares; 2026Q1: 14,385 shares; 2026Q2: 14,848 shares 14,848 $6.05M 0.05% +463 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: 6,912 shares; 2024Q4: 6,690 shares; 2025Q1: 7,486 shares; 2025Q2: 8,079 shares; 2025Q3: 8,289 shares; 2025Q4: 11,977 shares; 2026Q1: 14,556 shares; 2026Q2: 16,314 shares 16,314 $6.05M 0.05% +1,758 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,985 shares; 2025Q4: 55,326 shares; 2026Q1: 84,310 shares; 2026Q2: 101,207 shares 101,207 $6.04M 0.05% +16,897 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,076 shares; 2024Q4: 15,026 shares; 2025Q1: 14,726 shares; 2025Q2: 23,566 shares; 2025Q3: 19,194 shares; 2025Q4: 64,680 shares; 2026Q1: 79,112 shares; 2026Q2: 117,766 shares 117,766 $6.01M 0.05% +38,654 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: 16,731 shares; 2024Q4: 17,179 shares; 2025Q1: 17,099 shares; 2025Q2: 18,108 shares; 2025Q3: 32,264 shares; 2025Q4: 34,272 shares; 2026Q1: 33,907 shares; 2026Q2: 124,171 shares 124,171 $5.96M 0.05% +90,264 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: not reported; 2024Q4: 374,783 shares; 2025Q1: 516,337 shares; 2025Q2: 458,386 shares; 2025Q3: 501,528 shares; 2025Q4: 291,236 shares; 2026Q1: 298,997 shares; 2026Q2: 202,003 shares 202,003 $5.94M 0.05% -96,994 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: not reported; 2025Q2: 23,037 shares; 2025Q3: 48,992 shares; 2025Q4: 111,316 shares; 2026Q1: 192,269 shares; 2026Q2: 136,801 shares 136,801 $5.9M 0.05% -55,468 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,438 shares; 2025Q3: 11,703 shares; 2025Q4: 93,193 shares; 2026Q1: 97,742 shares; 2026Q2: 114,416 shares 114,416 $5.87M 0.05% +16,674 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: 6,916 shares; 2024Q4: 29,466 shares; 2025Q1: 33,051 shares; 2025Q2: 83,926 shares; 2025Q3: 62,814 shares; 2025Q4: 71,381 shares; 2026Q1: 122,055 shares; 2026Q2: 58,027 shares 58,027 $5.85M 0.05% -64,028 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,105 shares; 2026Q1: 7,713 shares; 2026Q2: 19,826 shares 19,826 $5.81M 0.05% +12,113 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,133 shares; 2025Q1: 21,789 shares; 2025Q2: 208,376 shares; 2025Q3: 162,758 shares; 2025Q4: 212,049 shares; 2026Q1: 485,736 shares; 2026Q2: 229,701 shares 229,701 $5.76M 0.05% -256,035 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: 8,199 shares; 2024Q4: 8,564 shares; 2025Q1: 23,207 shares; 2025Q2: 38,742 shares; 2025Q3: 49,607 shares; 2025Q4: 54,946 shares; 2026Q1: 45,399 shares; 2026Q2: 63,566 shares 63,566 $5.71M 0.05% +18,167 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,391 shares; 2025Q4: 217,551 shares; 2026Q1: 207,420 shares; 2026Q2: 205,977 shares 205,977 $5.7M 0.05% -1,443 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: 45,898 shares; 2024Q4: 44,210 shares; 2025Q1: 52,811 shares; 2025Q2: 63,006 shares; 2025Q3: 62,632 shares; 2025Q4: 67,171 shares; 2026Q1: 71,813 shares; 2026Q2: 74,183 shares 74,183 $5.69M 0.05% +2,370 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: 29,803 shares; 2024Q4: 46,848 shares; 2025Q1: 29,478 shares; 2025Q2: 28,752 shares; 2025Q3: 25,845 shares; 2025Q4: 34,959 shares; 2026Q1: 35,748 shares; 2026Q2: 34,982 shares 34,982 $5.66M 0.05% -766 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,208 shares; 2025Q2: 3,811 shares; 2025Q3: 1,947 shares; 2025Q4: 9,227 shares; 2026Q1: 11,026 shares; 2026Q2: 38,611 shares 38,611 $5.65M 0.05% +27,585 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: 107,210 shares; 2024Q4: 120,278 shares; 2025Q1: 117,577 shares; 2025Q2: 115,152 shares; 2025Q3: 110,355 shares; 2025Q4: 114,974 shares; 2026Q1: 115,549 shares; 2026Q2: 115,717 shares 115,717 $5.63M 0.05% +168 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,489 shares; 2024Q4: 15,658 shares; 2025Q1: 12,073 shares; 2025Q2: 14,562 shares; 2025Q3: 11,724 shares; 2025Q4: 11,896 shares; 2026Q1: 13,173 shares; 2026Q2: 33,404 shares 33,404 $5.6M 0.05% +20,231 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: 117,515 shares; 2024Q4: 133,654 shares; 2025Q1: 137,056 shares; 2025Q2: 140,631 shares; 2025Q3: 144,097 shares; 2025Q4: 146,964 shares; 2026Q1: 149,089 shares; 2026Q2: 152,072 shares 152,072 $5.59M 0.05% +2,983 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,624 shares; 2024Q4: 7,979 shares; 2025Q1: 7,629 shares; 2025Q2: 7,783 shares; 2025Q3: 8,083 shares; 2025Q4: 10,594 shares; 2026Q1: 10,601 shares; 2026Q2: 24,267 shares 24,267 $5.57M 0.05% +13,666 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,353 shares; 2026Q2: 29,072 shares 29,072 $5.51M 0.05% +5,719 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: 26,536 shares; 2024Q4: 32,826 shares; 2025Q1: 45,503 shares; 2025Q2: 69,384 shares; 2025Q3: 61,862 shares; 2025Q4: 73,656 shares; 2026Q1: 77,346 shares; 2026Q2: 102,777 shares 102,777 $5.5M 0.05% +25,431 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,263 shares; 2024Q4: 19,159 shares; 2025Q1: 19,532 shares; 2025Q2: 19,725 shares; 2025Q3: 19,500 shares; 2025Q4: 22,422 shares; 2026Q1: 22,587 shares; 2026Q2: 24,143 shares 24,143 $5.48M 0.05% +1,556 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,871 shares; 2024Q4: 54,972 shares; 2025Q1: 82,361 shares; 2025Q2: 93,045 shares; 2025Q3: 78,453 shares; 2025Q4: 114,791 shares; 2026Q1: 106,865 shares; 2026Q2: 223,089 shares 223,089 $5.48M 0.05% +116,224 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,524 shares; 2025Q1: 39,925 shares; 2025Q2: not reported; 2025Q3: 2,563 shares; 2025Q4: 7,759 shares; 2026Q1: 27,231 shares; 2026Q2: 18,089 shares 18,089 $5.48M 0.05% -9,142 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: 40,564 shares; 2025Q2: 96,946 shares; 2025Q3: 308,903 shares; 2025Q4: 369,074 shares; 2026Q1: 317,661 shares; 2026Q2: 165,625 shares 165,625 $5.46M 0.05% -152,036 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: 9,321 shares; 2024Q4: 9,322 shares; 2025Q1: 9,283 shares; 2025Q2: 11,583 shares; 2025Q3: 12,634 shares; 2025Q4: 16,403 shares; 2026Q1: 17,388 shares; 2026Q2: 36,895 shares 36,895 $5.4M 0.05% +19,507 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: 120,279 shares; 2024Q4: 117,912 shares; 2025Q1: 127,656 shares; 2025Q2: 130,444 shares; 2025Q3: 175,706 shares; 2025Q4: 354,966 shares; 2026Q1: 188,727 shares; 2026Q2: 203,488 shares 203,488 $5.33M 0.05% +14,761 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,320 shares; 2024Q4: 129,320 shares; 2025Q1: 128,855 shares; 2025Q2: 141,837 shares; 2025Q3: 116,164 shares; 2025Q4: 116,159 shares; 2026Q1: 116,547 shares; 2026Q2: 131,457 shares 131,457 $5.33M 0.05% +14,910 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,980 shares; 2025Q3: 113,832 shares; 2025Q4: 204,833 shares; 2026Q1: 117,448 shares; 2026Q2: 132,379 shares 132,379 $5.33M 0.05% +14,931 Timeline PZA 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: 40,771 shares; 2024Q4: 44,540 shares; 2025Q1: 48,711 shares; 2025Q2: 59,839 shares; 2025Q3: 67,831 shares; 2025Q4: 97,793 shares; 2026Q1: 165,328 shares; 2026Q2: 223,380 shares 223,380 $5.25M 0.04% +58,052 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: not reported; 2024Q4: 3,158 shares; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,247 shares; 2025Q4: 1,611 shares; 2026Q1: 1,604 shares; 2026Q2: 18,076 shares 18,076 $5.25M 0.04% +16,472 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,709 shares; 2025Q3: 72,844 shares; 2025Q4: 79,268 shares; 2026Q1: 93,213 shares; 2026Q2: 100,854 shares 100,854 $5.24M 0.04% +7,641 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: 46,376 shares; 2024Q4: 48,132 shares; 2025Q1: 67,939 shares; 2025Q2: 133,377 shares; 2025Q3: 128,035 shares; 2025Q4: 132,957 shares; 2026Q1: 117,475 shares; 2026Q2: 89,661 shares 89,661 $5.22M 0.04% -27,814 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,862 shares; 2026Q1: 57,188 shares; 2026Q2: 52,448 shares 52,448 $5.19M 0.04% -4,740 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,584 shares; 2024Q4: 10,723 shares; 2025Q1: 13,014 shares; 2025Q2: 13,801 shares; 2025Q3: 13,764 shares; 2025Q4: 17,013 shares; 2026Q1: 18,116 shares; 2026Q2: 21,821 shares 21,821 $5.19M 0.04% +3,705 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,228 shares; 2026Q1: 65,477 shares; 2026Q2: 67,953 shares 67,953 $5.17M 0.04% +2,476 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: 330,110 shares; 2024Q4: 341,941 shares; 2025Q1: 360,140 shares; 2025Q2: 382,594 shares; 2025Q3: 290,552 shares; 2025Q4: 438,617 shares; 2026Q1: 241,797 shares; 2026Q2: 231,978 shares 231,978 $5.17M 0.04% -9,819 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,557 shares; 2025Q4: 4,053 shares; 2026Q1: 2,039 shares; 2026Q2: 17,993 shares 17,993 $5.15M 0.04% +15,954 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,539 shares; 2026Q1: 38,585 shares; 2026Q2: 75,960 shares 75,960 $5.13M 0.04% +37,375 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: 7,535 shares; 2024Q4: 8,575 shares; 2025Q1: 14,876 shares; 2025Q2: 15,626 shares; 2025Q3: 15,332 shares; 2025Q4: 20,960 shares; 2026Q1: 18,364 shares; 2026Q2: 16,239 shares 16,239 $5.11M 0.04% -2,125 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: 5,191 shares; 2024Q4: 6,073 shares; 2025Q1: 8,181 shares; 2025Q2: 7,369 shares; 2025Q3: 7,395 shares; 2025Q4: 34,122 shares; 2026Q1: 35,489 shares; 2026Q2: 32,577 shares 32,577 $5.09M 0.04% -2,912 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,342 shares; 2024Q4: 6,103 shares; 2025Q1: 11,720 shares; 2025Q2: 12,955 shares; 2025Q3: 27,736 shares; 2025Q4: 27,590 shares; 2026Q1: 78,143 shares; 2026Q2: 99,662 shares 99,662 $5.09M 0.04% +21,519 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: not reported; 2024Q4: 6,121 shares; 2025Q1: 16,381 shares; 2025Q2: 31,416 shares; 2025Q3: 53,681 shares; 2025Q4: 57,785 shares; 2026Q1: 56,608 shares; 2026Q2: 61,310 shares 61,310 $5.05M 0.04% +4,702 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 3,213 shares; 2025Q2: 3,120 shares; 2025Q3: 2,839 shares; 2025Q4: 9,734 shares; 2026Q1: 9,484 shares; 2026Q2: 10,145 shares 10,145 $5.04M 0.04% +661 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,178 shares; 2024Q4: 21,275 shares; 2025Q1: 22,651 shares; 2025Q2: 28,299 shares; 2025Q3: 28,957 shares; 2025Q4: 33,646 shares; 2026Q1: 36,863 shares; 2026Q2: 43,087 shares 43,087 $5.03M 0.04% +6,224 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: 19,444 shares; 2024Q4: 50,007 shares; 2025Q1: 61,949 shares; 2025Q2: 89,845 shares; 2025Q3: 106,076 shares; 2025Q4: 115,459 shares; 2026Q1: 150,068 shares; 2026Q2: 180,044 shares 180,044 $4.99M 0.04% +29,976 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,431 shares; 2024Q4: 35,049 shares; 2025Q1: 43,856 shares; 2025Q2: 59,441 shares; 2025Q3: 54,730 shares; 2025Q4: 100,685 shares; 2026Q1: 96,636 shares; 2026Q2: 103,790 shares 103,790 $4.98M 0.04% +7,154 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,038 shares; 2024Q4: 8,058 shares; 2025Q1: 9,587 shares; 2025Q2: 13,314 shares; 2025Q3: 13,522 shares; 2025Q4: 17,214 shares; 2026Q1: 16,182 shares; 2026Q2: 17,617 shares 17,617 $4.95M 0.04% +1,435 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,967 shares; 2025Q3: 17,415 shares; 2025Q4: 26,341 shares; 2026Q1: 62,423 shares; 2026Q2: 90,537 shares 90,537 $4.94M 0.04% +28,114 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: 3,442 shares; 2024Q4: 3,442 shares; 2025Q1: 3,948 shares; 2025Q2: 6,958 shares; 2025Q3: 6,905 shares; 2025Q4: 10,745 shares; 2026Q1: 11,338 shares; 2026Q2: 46,434 shares 46,434 $4.94M 0.04% +35,096 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: 10,627 shares; 2024Q4: 11,325 shares; 2025Q1: 13,804 shares; 2025Q2: 14,521 shares; 2025Q3: 26,589 shares; 2025Q4: 44,084 shares; 2026Q1: 28,399 shares; 2026Q2: 43,078 shares 43,078 $4.92M 0.04% +14,679 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,744 shares; 2024Q4: 114,281 shares; 2025Q1: 125,327 shares; 2025Q2: 121,776 shares; 2025Q3: 125,621 shares; 2025Q4: 150,251 shares; 2026Q1: 152,390 shares; 2026Q2: 153,439 shares 153,439 $4.91M 0.04% +1,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,857 shares; 2025Q3: 9,813 shares; 2025Q4: 11,502 shares; 2026Q1: 40,073 shares; 2026Q2: 92,863 shares 92,863 $4.9M 0.04% +52,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,260 shares; 2025Q3: 53,271 shares; 2025Q4: 120,407 shares; 2026Q1: 129,933 shares; 2026Q2: 101,388 shares 101,388 $4.9M 0.04% -28,545 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,490 shares 174,490 $4.89M 0.04% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,848 shares; 2026Q1: 54,751 shares; 2026Q2: 54,092 shares 54,092 $4.89M 0.04% -659 Timeline SCHC 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: not reported; 2024Q4: not reported; 2025Q1: 8,073 shares; 2025Q2: 11,123 shares; 2025Q3: 10,907 shares; 2025Q4: 19,209 shares; 2026Q1: 86,910 shares; 2026Q2: 101,548 shares 101,548 $4.89M 0.04% +14,638 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: 19,500 shares; 2024Q4: 21,602 shares; 2025Q1: 29,540 shares; 2025Q2: 29,747 shares; 2025Q3: 29,387 shares; 2025Q4: 29,829 shares; 2026Q1: 29,145 shares; 2026Q2: 29,019 shares 29,019 $4.74M 0.04% -126 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: 11,967 shares; 2024Q4: 12,195 shares; 2025Q1: 12,550 shares; 2025Q2: 15,440 shares; 2025Q3: 15,889 shares; 2025Q4: 20,120 shares; 2026Q1: 43,303 shares; 2026Q2: 49,089 shares 49,089 $4.73M 0.04% +5,786 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: 490 shares; 2024Q4: 1,998 shares; 2025Q1: 897 shares; 2025Q2: 719 shares; 2025Q3: 717 shares; 2025Q4: 5,876 shares; 2026Q1: 6,093 shares; 2026Q2: 6,722 shares 6,722 $4.73M 0.04% +629 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,866 shares 44,866 $4.72M 0.04% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,260 shares; 2026Q2: 128,974 shares 128,974 $4.69M 0.04% +78,714 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,158 shares; 2024Q4: 49,722 shares; 2025Q1: 50,240 shares; 2025Q2: 60,231 shares; 2025Q3: 56,811 shares; 2025Q4: 66,163 shares; 2026Q1: 75,573 shares; 2026Q2: 99,321 shares 99,321 $4.65M 0.04% +23,748 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: 26,193 shares; 2024Q4: 31,909 shares; 2025Q1: 43,174 shares; 2025Q2: 71,495 shares; 2025Q3: 92,303 shares; 2025Q4: 167,238 shares; 2026Q1: 104,581 shares; 2026Q2: 109,464 shares 109,464 $4.63M 0.04% +4,883 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,609 shares; 2026Q2: 44,876 shares 44,876 $4.62M 0.04% +2,267 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,777 shares 200,777 $4.55M 0.04% new 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: 1,625 shares; 2024Q4: 1,599 shares; 2025Q1: 1,590 shares; 2025Q2: 2,888 shares; 2025Q3: 3,401 shares; 2025Q4: 5,344 shares; 2026Q1: 5,774 shares; 2026Q2: 27,518 shares 27,518 $4.53M 0.04% +21,744 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,284 shares; 2026Q1: 18,284 shares; 2026Q2: 40,028 shares 40,028 $4.52M 0.04% +21,744 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,942 shares; 2024Q4: 137,810 shares; 2025Q1: 148,530 shares; 2025Q2: 166,579 shares; 2025Q3: 186,030 shares; 2025Q4: 210,699 shares; 2026Q1: 237,658 shares; 2026Q2: 275,305 shares 275,305 $4.51M 0.04% +37,647 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 7,282 shares; 2025Q1: 7,095 shares; 2025Q2: 5,283 shares; 2025Q3: 5,313 shares; 2025Q4: 9,113 shares; 2026Q1: 13,469 shares; 2026Q2: 25,621 shares 25,621 $4.5M 0.04% +12,152 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,792 shares; 2026Q2: 48,959 shares 48,959 $4.5M 0.04% +23,167 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: not reported; 2024Q4: not reported; 2025Q1: 4,670 shares; 2025Q2: 3,651 shares; 2025Q3: 3,843 shares; 2025Q4: 8,082 shares; 2026Q1: 7,698 shares; 2026Q2: 50,536 shares 50,536 $4.5M 0.04% +42,838 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,729 shares; 2024Q4: 26,413 shares; 2025Q1: 52,941 shares; 2025Q2: 53,434 shares; 2025Q3: 53,793 shares; 2025Q4: 56,143 shares; 2026Q1: 58,438 shares; 2026Q2: 77,724 shares 77,724 $4.5M 0.04% +19,286 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,206 shares; 2025Q4: 83,416 shares; 2026Q1: 77,388 shares; 2026Q2: 80,211 shares 80,211 $4.49M 0.04% +2,823 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203,427 shares 203,427 $4.49M 0.04% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,561 shares; 2024Q4: 30,905 shares; 2025Q1: 39,815 shares; 2025Q2: 39,765 shares; 2025Q3: 36,056 shares; 2025Q4: 36,762 shares; 2026Q1: 34,725 shares; 2026Q2: 34,065 shares 34,065 $4.48M 0.04% -660 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,732 shares; 2024Q4: 37,916 shares; 2025Q1: 48,522 shares; 2025Q2: 50,476 shares; 2025Q3: 49,784 shares; 2025Q4: 55,626 shares; 2026Q1: 56,682 shares; 2026Q2: 57,585 shares 57,585 $4.47M 0.04% +903 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,963 shares; 2024Q4: 4,731 shares; 2025Q1: 4,779 shares; 2025Q2: 4,874 shares; 2025Q3: 5,501 shares; 2025Q4: 8,242 shares; 2026Q1: 12,137 shares; 2026Q2: 61,423 shares 61,423 $4.46M 0.04% +49,286 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,208 shares; 2024Q4: 30,347 shares; 2025Q1: 40,937 shares; 2025Q2: 40,989 shares; 2025Q3: 43,489 shares; 2025Q4: 52,494 shares; 2026Q1: 51,255 shares; 2026Q2: 52,634 shares 52,634 $4.45M 0.04% +1,379 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,204 shares 176,204 $4.44M 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,583 shares; 2024Q4: 11,277 shares; 2025Q1: 22,408 shares; 2025Q2: 24,857 shares; 2025Q3: 26,831 shares; 2025Q4: 47,317 shares; 2026Q1: 46,569 shares; 2026Q2: 48,067 shares 48,067 $4.41M 0.04% +1,498 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 2,060 shares; 2025Q1: 2,376 shares; 2025Q2: 3,901 shares; 2025Q3: 5,979 shares; 2025Q4: 12,136 shares; 2026Q1: 15,175 shares; 2026Q2: 17,219 shares 17,219 $4.38M 0.04% +2,044 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,718 shares; 2024Q4: 12,073 shares; 2025Q1: 14,841 shares; 2025Q2: 16,954 shares; 2025Q3: 14,604 shares; 2025Q4: 26,020 shares; 2026Q1: 27,252 shares; 2026Q2: 94,050 shares 94,050 $4.37M 0.04% +66,798 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,066 shares; 2024Q4: 5,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,783 shares; 2026Q1: 52,008 shares; 2026Q2: 56,096 shares 56,096 $4.37M 0.04% +4,088 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,015 shares; 2024Q4: 29,528 shares; 2025Q1: 139,412 shares; 2025Q2: 120,480 shares; 2025Q3: 120,869 shares; 2025Q4: 139,028 shares; 2026Q1: 136,633 shares; 2026Q2: 143,971 shares 143,971 $4.35M 0.04% +7,338 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 7,842 shares; 2025Q1: 17,723 shares; 2025Q2: 20,611 shares; 2025Q3: 21,072 shares; 2025Q4: 23,199 shares; 2026Q1: 24,705 shares; 2026Q2: 24,204 shares 24,204 $4.35M 0.04% -501 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,186 shares; 2024Q4: 177,281 shares; 2025Q1: 243,052 shares; 2025Q2: 235,747 shares; 2025Q3: 225,372 shares; 2025Q4: 223,856 shares; 2026Q1: 232,053 shares; 2026Q2: 234,940 shares 234,940 $4.33M 0.04% +2,887 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: 58,556 shares; 2024Q4: 53,538 shares; 2025Q1: 26,832 shares; 2025Q2: 114,122 shares; 2025Q3: 95,213 shares; 2025Q4: 152,815 shares; 2026Q1: 18,081 shares; 2026Q2: 17,110 shares 17,110 $4.32M 0.04% -971 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: 73,713 shares; 2024Q4: 46,695 shares; 2025Q1: 61,933 shares; 2025Q2: 62,934 shares; 2025Q3: 65,581 shares; 2025Q4: 72,828 shares; 2026Q1: 73,488 shares; 2026Q2: 71,072 shares 71,072 $4.29M 0.04% -2,416 Timeline BKLN 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: 71,808 shares; 2024Q4: 72,592 shares; 2025Q1: 116,127 shares; 2025Q2: 155,923 shares; 2025Q3: 166,745 shares; 2025Q4: 190,684 shares; 2026Q1: 291,910 shares; 2026Q2: 210,735 shares 210,735 $4.29M 0.04% -81,175 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: 31,971 shares; 2024Q4: 38,146 shares; 2025Q1: 40,021 shares; 2025Q2: 92,317 shares; 2025Q3: 118,724 shares; 2025Q4: 196,885 shares; 2026Q1: 130,684 shares; 2026Q2: 95,268 shares 95,268 $4.24M 0.04% -35,416 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,245 shares; 2024Q4: 5,023 shares; 2025Q1: 5,237 shares; 2025Q2: 5,585 shares; 2025Q3: 5,665 shares; 2025Q4: 7,480 shares; 2026Q1: 7,081 shares; 2026Q2: 16,232 shares 16,232 $4.24M 0.04% +9,151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 927 shares; 2025Q4: 2,939 shares; 2026Q1: 5,995 shares; 2026Q2: 10,343 shares 10,343 $4.24M 0.04% +4,348 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,301 shares; 2026Q1: 196,104 shares; 2026Q2: 196,271 shares 196,271 $4.19M 0.04% +167 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: not reported; 2024Q4: not reported; 2025Q1: 66,955 shares; 2025Q2: 64,339 shares; 2025Q3: 57,782 shares; 2025Q4: 76,151 shares; 2026Q1: 32,604 shares; 2026Q2: 83,187 shares 83,187 $4.19M 0.04% +50,583 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: 100,139 shares; 2026Q2: 131,191 shares 131,191 $4.17M 0.04% +31,052 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 12,996 shares; 2026Q2: 19,582 shares 19,582 $4.17M 0.04% +6,586 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,879 shares; 2024Q4: 23,360 shares; 2025Q1: 22,333 shares; 2025Q2: 22,974 shares; 2025Q3: 24,842 shares; 2025Q4: 24,692 shares; 2026Q1: 37,689 shares; 2026Q2: 27,752 shares 27,752 $4.17M 0.04% -9,937 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: 1,639 shares; 2024Q4: 1,514 shares; 2025Q1: 7,059 shares; 2025Q2: 8,532 shares; 2025Q3: 9,339 shares; 2025Q4: 9,562 shares; 2026Q1: 9,571 shares; 2026Q2: 12,109 shares 12,109 $4.16M 0.04% +2,538 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: 4,626 shares; 2024Q4: 6,162 shares; 2025Q1: 17,450 shares; 2025Q2: 23,637 shares; 2025Q3: 24,170 shares; 2025Q4: 25,576 shares; 2026Q1: 23,998 shares; 2026Q2: 27,269 shares 27,269 $4.15M 0.04% +3,271 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: 13,924 shares; 2024Q4: 13,155 shares; 2025Q1: 19,167 shares; 2025Q2: 17,468 shares; 2025Q3: 16,414 shares; 2025Q4: 15,781 shares; 2026Q1: 13,956 shares; 2026Q2: 13,799 shares 13,799 $4.13M 0.04% -157 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,484 shares; 2026Q1: 168,581 shares; 2026Q2: 163,497 shares 163,497 $4.12M 0.04% -5,084 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: 5,549 shares; 2024Q4: 6,946 shares; 2025Q1: 11,136 shares; 2025Q2: 13,743 shares; 2025Q3: 11,457 shares; 2025Q4: 44,616 shares; 2026Q1: 70,676 shares; 2026Q2: 71,255 shares 71,255 $4.11M 0.04% +579 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,416 shares; 2024Q4: 170,361 shares; 2025Q1: 234,965 shares; 2025Q2: 244,889 shares; 2025Q3: 396,410 shares; 2025Q4: 405,476 shares; 2026Q1: 1,004,507 shares; 2026Q2: 808,824 shares 808,824 $4.11M 0.04% -195,683 Timeline DDIV 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: 14,330 shares; 2025Q3: 34,331 shares; 2025Q4: 79,655 shares; 2026Q1: 85,195 shares; 2026Q2: 91,063 shares 91,063 $4.11M 0.04% +5,868 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: 12,682 shares; 2024Q4: 13,186 shares; 2025Q1: 13,782 shares; 2025Q2: 14,734 shares; 2025Q3: 13,704 shares; 2025Q4: 17,334 shares; 2026Q1: 14,493 shares; 2026Q2: 11,882 shares 11,882 $4.09M 0.03% -2,611 Timeline CLIP 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: 6,361 shares; 2024Q4: 12,357 shares; 2025Q1: 14,797 shares; 2025Q2: 14,986 shares; 2025Q3: 18,800 shares; 2025Q4: 19,356 shares; 2026Q1: 21,481 shares; 2026Q2: 40,760 shares 40,760 $4.09M 0.03% +19,279 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,592 shares; 2025Q3: 18,177 shares; 2025Q4: 38,768 shares; 2026Q1: 52,509 shares; 2026Q2: 40,178 shares 40,178 $4.08M 0.03% -12,331 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: 49,254 shares; 2024Q4: 50,095 shares; 2025Q1: 49,103 shares; 2025Q2: 51,635 shares; 2025Q3: 50,478 shares; 2025Q4: 66,769 shares; 2026Q1: 66,142 shares; 2026Q2: 75,270 shares 75,270 $4.08M 0.03% +9,128 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,873 shares; 2024Q4: 13,138 shares; 2025Q1: 13,158 shares; 2025Q2: 15,550 shares; 2025Q3: 15,715 shares; 2025Q4: 19,414 shares; 2026Q1: 20,319 shares; 2026Q2: 19,059 shares 19,059 $4.06M 0.03% -1,260 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,964 shares 26,964 $4.04M 0.03% new 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: not reported; 2026Q2: 193,779 shares 193,779 $4.03M 0.03% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,037 shares; 2024Q4: 45,711 shares; 2025Q1: 55,460 shares; 2025Q2: 61,331 shares; 2025Q3: 64,317 shares; 2025Q4: 84,509 shares; 2026Q1: 78,091 shares; 2026Q2: 79,331 shares 79,331 $4.01M 0.03% +1,240 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,135 shares; 2024Q4: 60,560 shares; 2025Q1: 61,794 shares; 2025Q2: 60,469 shares; 2025Q3: 58,161 shares; 2025Q4: 79,293 shares; 2026Q1: 78,960 shares; 2026Q2: 126,313 shares 126,313 $3.99M 0.03% +47,353 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,943 shares; 2025Q1: 6,897 shares; 2025Q2: 7,255 shares; 2025Q3: 36,625 shares; 2025Q4: 87,328 shares; 2026Q1: 90,995 shares; 2026Q2: 91,423 shares 91,423 $3.97M 0.03% +428 Timeline